FAQs Archive - Pinnacle Financial Strategies https://pinnaclefinancialstrategies.com/faq-items/ Fri, 17 Oct 2025 14:52:04 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.2 https://pinnaclefinancialstrategies.com/wp-content/uploads/2024/10/cropped-PFS-Favicon-32x32.png FAQs Archive - Pinnacle Financial Strategies https://pinnaclefinancialstrategies.com/faq-items/ 32 32 What type of comments are you looking for in my report? https://pinnaclefinancialstrategies.com/faq-items/what-type-of-comments-are-you-looking-for-in-my-report/ https://pinnaclefinancialstrategies.com/faq-items/what-type-of-comments-are-you-looking-for-in-my-report/#respond Tue, 05 Nov 2024 18:11:09 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=2018 The shopper guidelines and instructions found within each survey will provide you with specific instructions on how to write your comments. Requested commentary will include a summary of the entire visit including: initial greeting, types of questions asked, products mentioned, sales efforts, courtesies extended, closing the interaction and a short observation of the facility and [...]

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]]> The shopper guidelines and instructions found within each survey will provide you with specific instructions on how to write your comments. Requested commentary will include a summary of the entire visit including: initial greeting, types of questions asked, products mentioned, sales efforts, courtesies extended, closing the interaction and a short observation of the facility and grounds.

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]]> https://pinnaclefinancialstrategies.com/faq-items/what-type-of-comments-are-you-looking-for-in-my-report/feed/ 0 Can you help me understand my shopper log? https://pinnaclefinancialstrategies.com/faq-items/can-you-help-me-understand-my-shopper-log/ https://pinnaclefinancialstrategies.com/faq-items/can-you-help-me-understand-my-shopper-log/#respond Tue, 05 Nov 2024 18:10:37 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=2016 Your shopper log consists of nine columns. 1. The 1st column, Status/Job ID, reflects the status of each shop and the Shop ID. Always include your Shop ID with any faxed or e‐mailed correspondence or supportive documentation. 2. The 2nd column, Actions, contains links to your survey, shop guidelines and a HELP area in case [...]

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]]> Your shopper log consists of nine columns.

1. The 1st column, Status/Job ID, reflects the status of each shop and the Shop ID. Always include your Shop ID with any faxed or e‐mailed correspondence or supportive documentation.

2. The 2nd column, Actions, contains links to your survey, shop guidelines and a HELP area in case you need to contact your scheduler.

3. The 3rd column, Shop Due Date, shows the date your shop is due to Pinnacle Financial Strategies. You should check the due date each time you accept an assignment and advise your scheduler if you feel that you cannot comply with the time frame.

4. The 4th column, Survey Submit Date, shows the date you submitted a shop.

5. The 5th column, Don’t Shop Before, reflects the date that you can begin the assignment.

6. The 6th column, Company Survey Location, shows the name and address of the location where your assignment is to be conducted, as well as the name of the shop type.

7. The 7th column, Shop Fees, shows the payment that you will receive for the shop and if payment has been made to your PayPal account for that assignment.

8. The 8th column, Shop Rating, shows the grade that you received on your specific assignment. The highest possible grade is 10 points.

9. The 9th column shows any correspondence sent to you through the Sassie system.

The Reviewer Comments will permanently remain in your shopper log to keep a record of correspondence.

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]]> https://pinnaclefinancialstrategies.com/faq-items/can-you-help-me-understand-my-shopper-log/feed/ 0 I just submitted my shop for review, now what? https://pinnaclefinancialstrategies.com/faq-items/i-just-submitted-my-shop-for-review-now-what/ https://pinnaclefinancialstrategies.com/faq-items/i-just-submitted-my-shop-for-review-now-what/#respond Tue, 05 Nov 2024 18:10:15 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=2013 Your shop will be processed through our Quality Assurance process. If anything requires clarification, an editor from Pinnacle Financial Strategies will contact you. After submitting your report, please check your e‐mail and your shopper log daily to ensure that you can provide us with a timely response to any questions or requests for documentation that [...]

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]]> Your shop will be processed through our Quality Assurance process. If anything requires clarification, an editor from Pinnacle Financial Strategies will contact you. After submitting your report, please check your e‐mail and your shopper log daily to ensure that you can provide us with a timely response to any questions or requests for documentation that may arise. You will be asked to maintain your shopping notes, receipts, business cards, etc., for up to sixty days. It will be your responsibility as an Independent Contractor to provide such information if needed during that time period.

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]]> https://pinnaclefinancialstrategies.com/faq-items/i-just-submitted-my-shop-for-review-now-what/feed/ 0 How often can I expect assignments? https://pinnaclefinancialstrategies.com/faq-items/how-often-can-i-expect-assignments/ https://pinnaclefinancialstrategies.com/faq-items/how-often-can-i-expect-assignments/#respond Tue, 05 Nov 2024 18:10:02 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=2011 This depends on where you live, your shopper rating, quality of shop reporting, etc. It is possible that ongoing Teller assignments are available in your area; please contact your scheduler.

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]]> This depends on where you live, your shopper rating, quality of shop reporting, etc. It is possible that ongoing Teller assignments are available in your area; please contact your scheduler.

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]]> https://pinnaclefinancialstrategies.com/faq-items/how-often-can-i-expect-assignments/feed/ 0 I am not able to complete a scheduled assignment, what should I do? https://pinnaclefinancialstrategies.com/faq-items/i-am-not-able-to-complete-a-scheduled-assignment-what-should-i-do/ https://pinnaclefinancialstrategies.com/faq-items/i-am-not-able-to-complete-a-scheduled-assignment-what-should-i-do/#respond Tue, 05 Nov 2024 18:09:50 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=2009 You are required to IMMEDIATELY notify your scheduler by phone or e‐mail even if our office is closed. Pinnacle Financial Strategies is open Monday ‐ Friday 9 a.m. ‐ 5 p.m. EST. You may contact your scheduler by clicking on the Help/Contact link in the 2nd column of your shopper log. Failure to contact your [...]

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]]> You are required to IMMEDIATELY notify your scheduler by phone or e‐mail even if our office is closed. Pinnacle Financial Strategies is open Monday ‐ Friday 9 a.m. ‐ 5 p.m. EST. You may contact your scheduler by clicking on the Help/Contact link in the 2nd column of your shopper log. Failure to contact your scheduler immediately will result in a reduction to your shopper grade/the addition of a negative citation to your profile.

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]]> https://pinnaclefinancialstrategies.com/faq-items/i-am-not-able-to-complete-a-scheduled-assignment-what-should-i-do/feed/ 0 Will I receive a 1099? https://pinnaclefinancialstrategies.com/faq-items/will-i-receive-a-1099/ https://pinnaclefinancialstrategies.com/faq-items/will-i-receive-a-1099/#respond Tue, 05 Nov 2024 18:09:01 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=2006 Since all payments are processed through PayPal, PayPal issues 1099s when necessary. You should only expect to receive a 1099 if you made more than $600 in the year.

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]]> Since all payments are processed through PayPal, PayPal issues 1099s when necessary. You should only expect to receive a 1099 if you made more than $600 in the year.

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]]> https://pinnaclefinancialstrategies.com/faq-items/will-i-receive-a-1099/feed/ 0 How do I get my funds from PayPal? https://pinnaclefinancialstrategies.com/faq-items/how-do-i-get-my-funds-from-paypal/ https://pinnaclefinancialstrategies.com/faq-items/how-do-i-get-my-funds-from-paypal/#respond Tue, 05 Nov 2024 18:08:47 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=2004 There are several ways that you can request your funds from PayPal: [1] PayPal can mail you a Check; [2] Funds can be transferred from your PayPal account to your Bank Account; [3] You may request a PayPal Debit Card that will enable you to withdraw funds from an ATM (For this option you must [...]

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]]> There are several ways that you can request your funds from PayPal: [1] PayPal can mail you a Check; [2] Funds can be transferred from your PayPal account to your Bank Account; [3] You may request a PayPal Debit Card that will enable you to withdraw funds from an ATM (For this option you must sign up for the PayPal Debit Card); [4] You may spend your PayPal funds by shopping online from thousands of merchants that accept PayPal payments.

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]]> https://pinnaclefinancialstrategies.com/faq-items/how-do-i-get-my-funds-from-paypal/feed/ 0 I do not have a PayPal account; can I be paid by check/bank transfer? https://pinnaclefinancialstrategies.com/faq-items/i-do-not-have-a-paypal-account-can-i-be-paid-by-check-bank-transfer/ https://pinnaclefinancialstrategies.com/faq-items/i-do-not-have-a-paypal-account-can-i-be-paid-by-check-bank-transfer/#respond Tue, 05 Nov 2024 18:08:35 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=2001 Pinnacle Financial Strategies only pays shoppers via PayPal. We do not issue checks or use bank transfer.

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]]> Pinnacle Financial Strategies only pays shoppers via PayPal. We do not issue checks or use bank transfer.

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]]> https://pinnaclefinancialstrategies.com/faq-items/i-do-not-have-a-paypal-account-can-i-be-paid-by-check-bank-transfer/feed/ 0 How do I set up a PayPal account? https://pinnaclefinancialstrategies.com/faq-items/how-do-i-set-up-a-paypal-account/ https://pinnaclefinancialstrategies.com/faq-items/how-do-i-set-up-a-paypal-account/#respond Tue, 05 Nov 2024 18:08:12 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=1999 Visit PayPal.com to sign up. Select Sign Up and then choose Personal Account before selecting Continue. Note: the e‐mail address that you use in your PayPal account MUST be the same as the e‐mail address in your Pinnacle Financial Strategies shopper profile. If the e‐mail addresses are not the same, your PayPal payments from Pinnacle Financial Strategies [...]

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]]> Visit PayPal.com to sign up. Select Sign Up and then choose Personal Account before selecting Continue.

Note: the e‐mail address that you use in your PayPal account MUST be the same as the e‐mail address in your Pinnacle Financial Strategies shopper profile. If the e‐mail addresses are not the same, your PayPal payments from Pinnacle Financial Strategies will be rejected and the funds returned to us. PayPal can hold multiple email addresses, but your Pinnacle Profile can only hold one!

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]]> https://pinnaclefinancialstrategies.com/faq-items/how-do-i-set-up-a-paypal-account/feed/ 0 When will I receive payment and how will I be paid? https://pinnaclefinancialstrategies.com/faq-items/when-will-i-receive-payment-and-how-will-i-be-paid/ https://pinnaclefinancialstrategies.com/faq-items/when-will-i-receive-payment-and-how-will-i-be-paid/#respond Tue, 05 Nov 2024 18:08:01 +0000 https://wwwdev.pinnstrat.com/?post_type=avada_faq&p=1997 We pay once per month on the 10th via PayPal. Shops completed and submitted by the 20th of a month, will be paid via PayPal on the 10th of the following month. Shoppers will be notified via e‐mail that a payment has been made to their PayPal account.

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]]> We pay once per month on the 10th via PayPal. Shops completed and submitted by the 20th of a month, will be paid via PayPal on the 10th of the following month. Shoppers will be notified via e‐mail that a payment has been made to their PayPal account.

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