06 Apr 2016

John Pratti Bayside Financial | Wakefield, Massachusetts | Member Since 2014   The Challenge: Based outside of Boston, John Pratti started his career in the financial industry over a decade ago. However, as time went on, he realized he needed a new approach to grow revenue, onboard new clients, and implement an account minimum. So, […]

06 Apr 2016

Josh Nelson Keystone Financial Services | Loveland, Colorado | Member Since 2011   The Challenge: In 2010, Josh Nelson took a leap of faith and founded an independent firm in northern Colorado. The decision to transition from a credit union and start his own business paid off, so by the time he joined Peak Advisor […]