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PEAK, based in Omaha, Nebraska, provides coaching, consulting, training,
and software services to financial advisors
across the country. Our goal is to empower financial
advisors to achieve a successful business and quality of
life they desire by offering proven tools and
innovative programs that ignite their burning
desire to succeed.
PEAK is guided by multi-million dollar practicing
producer Ron Carson, who is recognized as one
of the country’s top trainers for financial
advisors. Through keynote presentations and coaching
programs, Ron has been significantly impacting
the practices and lives of the country’s
top financial advisors for more than 15 years.
PEAK provides speaking, coaching, consulting, training, and software
services to financial advisors and financial services
companies. Our programs and services are based
on the real-world experiences of our two principals,
Ron Carson and Steve Sanduski. Ron is one of the
country's top producing and highest profile financial
advisors, while Steve is a leading authority on
business development and practice management for
financial advisors. Together, they offer a wide spectrum of knowledge, services,
and tools, which translates into success for their
clients.
Through
our True Wealth™ Coaching and Quest for Excellence™ Consulting Programs, advisors gain access to the concepts,
strategies, and tools that will enable them
to enhance their businesses and create lifestyles
that exceed their expectations.
For more information,
please contact us at (800) 514-9116.
PEAK offers services that are custom-tailored
to meet your specific needs. This could include
rep training, sales management training, development
of valuable client material, research reports
on specific industry issues, and effective speaking
services. Our services can help your company
increase sales and improve client retention.
For more information, please call Steve Sanduski,
CFP®, at (402) 697-5471.
Ron Carson, CFP®, CFS, ChFC - As founder of PEAK,
Ron is recognized as one of the country’s
top trainers for financial advisors, and numerous
financial services organizations have hired him
to speak at their events. He has spoken on five
continents to groups as large as 3,000. Through
keynote presentations, the True Wealth™ Coaching Program, and the Quest for Excellence™
Consulting Program, he teaches the “Tested in the Trenches”
ideas to help financial advisors increase their income and enhance
their quality of life — both personally and professionally.
Click here for the press release about Ron's latest achievement.
For more information on booking Ron for your
next speaking engagement, please call (800) 514-9116.
- Practicing 25-year veteran in the business
- 19-time #1 producer for the nation’s
largest independent broker dealer
- Funds under management in excess
of $2 billion
- Ranked #2 nationally among independent advisors by Barron's
- Named to Worth Magazine’s list of
“The Best 200 Financial Advisors”
in the country
- Named by Registered Rep Magazine as the
No. 2 independent registered representative
out of more than 70,000 independent advisors
- Best selling author of Tested in the Trenches and Avalanche
Ron
Carson Speaking Demo
Steve Sanduski, MBA, CFP® - Writer, speaker, and businessman who has helped build three multi-million dollar financial services businesses. As the managing partner of PEAK, a financial advisor coaching, consulting, and software development company, Steve is the co-creator of the True Wealth™ Coaching Program, the Quest for Excellence™ Consulting Program, the PEAK Academy™, and the True Wealth Community.
- Former Vice President of Business Development
for one of the country's largest independent
broker dealers
- Created products and services and implemented
business-development activities which resulted
in the broker dealer's assets under management
growing from $0 to $2 billion
- Former President of startup broker dealer,
insurance agency, and SEC investment advisory
firm. Significant management and employee-development experience
- Frequent speaker at national conferences
on topics such as business development, marketing,
and productivity enhancement
- Published author on practice management
issues, industry trends, motivation, and life planning
- Co-author of Tested in the Trenches and Avalanche
Steve Sanduski
Speaking Demo
Certified Financial Planner Board of Standards
Inc., owns the certification marks CFP® and Certified
Financial Planner™. |
