Training Newsletter


Family, friends, and chocolate. We hope you enjoy this sweet holiday!

We love our clients, and we want your program to be successful!

At your request, we'll have one of our Client Service Managers contact you to see if an online performance review might be beneficial for your organization.

We'll verify your program is compliant and consumer-friendly.

Email us at:

One key principle of adult learning is that learners can use prior experience and knowledge.

Click here to learn the importance of asking questions prior to training so your learners can build off of what they already know!

Whether it's:

  • improving the service you provide your accountholders,

  • helping new leaders take on their role,


  • improving teamwork in your organization,

    we can help!

Download the catalog and email us at to find out how our Professional Development courses can help your financial institution.
Copyright © 2019 Pinnacle Financial Strategies, All rights reserved.

Our mailing address is:
1235 North Loop West
Suite 717
Houston, TX 77008

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