Creative Solutions for the Financial Services Industry
Creative Solutions for the Financial Services Industry
The Boise Regional Office of The Pinnacle Group
When Tom Sellin founded the Sellin Advisor Group in 1983, he did so with a vision of mutually supportive independent producers coming together on a regular basis to share new ideas and successful business practices.
When Tom Sellin founded the Sellin Advisor Group in 1983, he did so with a vision of mutually supportive independent producers coming together on a regular basis to share new ideas and successful business practices.
It’s with that goal in mind that we decided to partner with The Pinnacle Group in 2018, serving as the company’s Boise Regional Office. A creative strategy and marketing firm specializing in revenue growth for the financial services industry, The Pinnacle Group’s core values strongly align with our own—and that, in turn, strongly fueled our desire to partner with them.
It’s with that goal in mind that we decided to partner with The Pinnacle Group in 2018, serving as the company’s Western branch. A creative strategy and marketing firm specializing in revenue growth for the financial services industry, The Pinnacle Group’s core values strongly align with our own—and that, in turn, strongly fueled our desire to partner with them.
This partnership allows us to better provide our advisors with a wider range of tools and resources that can be used to help further clients’ financial goals. From a marketing team to a robust Practice Management Portal, to an experienced advanced planning team, these benefits will help enhance the services our advisors can provide while still allowing them to work directly with the Sellin Advisor Group. Through all of this, Tom and John remain at the forefront of everything the Sellin Advisor Group does and continue in their quest of developing innovative and creative planning strategies.
This partnership allows us to better provide our advisors with a wider range of tools and resources that can be used to help further clients’ financial goals. From a marketing team to a robust Practice Management Portal, to an experienced advanced planning team, these benefits will help enhance the services our advisors can provide while still allowing them to work directly with the Sellin Advisor Group. Through all of this, Tom and John remain at the forefront of everything the Sellin Advisor Group does and continue in their quest of developing innovative and creative planning strategies.
JOHN SELLIN
John Sellin possesses a strong knowledge and understanding of the financial services industry, developed over 23 years of experience. Succeeding his father, Tom Sellin, who has been in the financial business for more than 55 years, he has developed a deep comprehension of investment strategies, retirement planning, and wealth management. He stays up to date with the latest trends and continuing advancements to ensure he can provide the best advice and guidance to his advisors and clients.
John believes in building strong relationships, taking the time to understand his clients' and advisors' individual needs and goals. He does this through teaching business practices, sharing resources, and utilizing his trained expertise to develop personalized financial plans that align with their objectives.
Overall, John is a dedicated and experienced financial professional who is committed to the success of Sellin Advisor Group and its partners. He has represented and continues to represent the West Coast Division of his primary business partner, The Pinnacle Group, for the past 5 years.
