Pettinelli Financial Partners, an independent financial services firm based in Redwood City, California, an affiliate of Pacific Financial Partners, a John Hancock Financial Network firm, was recently chosen to participate in three high-level national events focusing on best practices and service excellence in the financial services industry.
Only top producing investment advisors who are members of John Hancock Financial Network and Signator Investors, Inc., a national, independent broker-dealer, were invited to John Hancock Portfolio Solutions (JHPS) Summit in New York City to hear from well-known portfolio and mutual fund managers included in the JHPS investment model. Dennis Pettinelli, CLU, ChFC, CLTC, LUTCF, AIF, managing partner of the firm, presented how his firm uses the JHPS investment model to help match client goals to an appropriate time horizon and risk tolerance. Oksana Minina, relationship manager, Toan Le, registered representative, and Jonathan Nicolas, LUTCF, CLTC, financial advisor, with the firm were also invited to attend the JHPS Summit.
At another recent John Hancock Financial Network sponsored event, Nicolas, was a main platform presenter at a national training and practice management meeting held in Orlando, Florida. Addressing an audience of several hundred advisors, Nicolas shared his successful experience around the art of active listening and focusing on the goals and intentions of the client family.
Also at this practice management forum, Pettinelli shared his firm’s effective service team model. The Advisor Team Model involves having each client family be assigned to a dedicated team of four licensed financial professionals with cross functional capabilities, expertise, and age generations.
“This approach allows us to offer more comprehensive multi-generational planning from four generations of advisors,” explains Pettinelli. “Thus, the client family can fully expect continuity of service throughout their lifecycle, well into their retirement years and then provide this service to their children if they choose to become clients. It’s especially important to cultivate advocates, such as legal and tax advisors, to serve the aging client base.”
Lastly, Pettinelli was invited to attend the prestigious Financial Advisor Summit sponsored by the Financial Services Institute in Washington, D.C. FSI brings advisors together to find new ways to build businesses, strengthen communities, and achieve greater fulfillment in lives and careers. In addition, attendees exchanged meaningful feedback with regulators who are expected to rule on to what degree advisors act as fiduciaries in the process of speaking with clients.
“It’s been a great honor to have our firm and our advisors invited to and actively involved in such important national events,” comments Pettinelli. “It allows us to give back to our industry by sharing our successes and to learn from others how we can better serve our client families.”