Affirming Pinnacle's belief in experiential learning for Gen 2, they have created the Insight program. The program stands out as a notable initiative, where clients' children or grandchildren (aged 18-35) are offered the program for a $500 fee. The Insight program pairs them with a Gen 2 advisor, who meets with them annually, managing their financial matters without any account minimums. Furthermore, Pinnacle actively supports the continuous professional development of advisors by covering certification expenses (upon approval) and sponsoring one conference per advisor annually. The company also promotes volunteering as part of its commitment to holistic growth.

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Pinnacle has established various committees, including a financial planning committee and an Investment Committee with 15 members, where each partner participates monthly in portfolio reviews and discussions on asset allocation adjustments. Additionally, there are committees dedicated to social, technology, compliance, marketing, and trust matters, each serving specific purposes and ensuring that every partner's voice is heard.

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All offices benefit from centralized compliance, HR, finance, marketing, and more, to accelerate growth and to spend more time on client-facing activities.

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Beyond financial planning and portfolio management, Pinnacle offers tax preparation tax planning through their 19 CPA relationships, retirement planning, trustee services, estate plans, family office services, and risk management services. Pinnacle also has a strategic relationship with four law firms and one insurance agency.

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Pinnacle provides marketing resources for its advisors, including quarterly newsletters, monthly market analysts, quarterly market updates, quarterly webinars, monthly education webinars presented by G2 advisors to the Insight Program, a collateral library, deliverables for CPAs to provide to their clients, QR codes for the Pinnacle website, and corporate-level social media support.

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Pinnacle assistance extends to aiding partners and advisors in defining staff roles and responsibilities within their local office. This support further encompasses partnering in employee reviews and performance management processes. Recommendations for structuring the workweek model for local offices, specifying tasks for each day, are also part of Pinnacle's practice management support. Moreover, the guidance extends to assisting partners in identifying and implementing strategic growth initiatives to foster the development of their endeavors.

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