Peak Advisor Alliance Excell Spring 2016

The secret to building a $500M advisory practice

May 28, 2016 @ 7:18 pm

Runtime: 4:41

When you're the top adviser in South Dakota, what do you need to do to continue to expand? Hire a chief operating officer, of course. Gordon Wollman and Michelle Lavallee of Cornerstone Financial Discussions explain their evolution.


What do you think?

Video Channels

Recent Events


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.