Pacific Advisors Presents
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With just 14 pieces of financial information - numbers found right on basic financial statements - you can bring Performance Leadership Insights to your groups.
Updated Quarterly
You can view your full group's performance across all seven cash drivers.
Updated Quarterly
Actionable insights are provided for each member of your group in a personal report.
We'll teach you how to explain the data and build the narrative for your group.
Video production includes:
Eric McDermott is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3585 Maple Street, Suite 140, Ventura, CA 93003, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representatives of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Pacific Advisors LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Insurance Products offered through One Pacific Financial & Insurance Solutions, a DBA of Pacific Advisors LLC. Pacific Advisors LLC is not a registered investment advisor. © 2017 Advanced Practice Network. Licensed to Pacific Advisors. All rights reserved. #2017-34964. Exp. 2/19.