| The
best investment you can make is to invest
in you! We offer several tools and strategies
you can use to make a significant impact in your
business and your life. We commit to showing you
a return on your investment! It is our goal at
PEAK to provide specific and appropriate solutions
to all financial advisors looking to take their
practices to the next level.
Click
here for FREE Resources.
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Tested in the Trenches™ lays out
an organized, step-by-step, practical guide
to building and sustaining a million-dollar
practice. You'll also learn that million-dollar
production at the expense of your quality
of life is a poor trade-off. Tested in the
Trenches™ will teach you not only
how to build a great practice, but
also how to build a great life that is filled
with passion, purpose, and enthusiasm.
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When a client or a prospect asks you, “What differentiates your business from anyone else I could work with,” what do you say? Do you know what makes you unique? In this fun and inspiring presentation, learn how you can take what you’re passionate about and make it your own brand! This is a people-business, and your clients want to work with you! So show the true you through your true brand!
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Did you know that financial advisors who contact their clients 28 times or more per year make 5 times more in production than those who contact clients less often? Anymore, financial advisors cannot look at their business as a commodity business—this is a relationship business. Learn ways to build relationships and provide outstanding service!
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Being able to pull off a successful client event can be extremely draining. There are so many questions that need to be asked: How often? Who should be invited? What should the event be? How can I make it cost-effective to host events? This DVD contains a wealth of information that helps answer those questions and will give you excitement and clarity about your upcoming client events!
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The Tested in the Trenches™ CD Set and accompanying workbook lays out an organized, step-by-step, practical guide to building and sustaining a million-dollar practice. You'll also learn that million-dollar production at the expense of your quality of life is a poor trade-off. Tested in the Trenches™ will teach you not only how to build a great practice, but also how to build a great life that is filled with passion, purpose, and enthusiasm.
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In this day-long practice management workshop, Ron Carson and Steve Sanduski will lead you through the secrets used by highly successful financial advisors, drawing from their best-selling book Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice. This highly energized CD set will captivate your attention and leave you wanting for more.
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Learn from the experts about ways you can improve your communication skills and how to better connect with your clients, prospects, associates, and the media!
Click here for more information.
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Having direction in your company must include buy-in from your entire team. Learn how you can plan a successful retreat and how you can ensure that each person on your team (including you!) is able to play an active role in the growth of the business. A great way to set the strategic initiatives for the upcoming year!
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Do you know how to protect yourself from potential lawsuits? What would you do if a client or former client brought a suit against you? Do you have everything documented? In this insightful CD, learn how current producer Ron Carson dealt with his own experience of arbitration and the lessons he’d like to pass on to you!
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If you are thinking about planning new office space or even just ramping up your current space, this CD will give you great advice about what your environment says about your business to your clients. Learn about how much space you should have, how it should be set up, and ways you can experience what your clients experience when they come to your office!
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