|
PEAK is very committed to helping you grow your business. The first step is to
analyze your present situation. What are your strengths? What are your
weaknesses? The following quick survey will help you answer those questions.
When you finish, click submit and you'll get an immediate analysis of how you
can improve and start building the business of your dreams.
CLICK HERE FOR THE ONLINE EVALUATOR.
|
Fill out this form to receive"The Three
Secrets," a complimentary Practice Management and Business Development
newsletter from PEAK.
|
Listed below are
resources designed to help you expand
and develop your practice.
7 Tested in the Trenches Ideas to Double Your Revenue
In this special audio from Ron Carson, he describes the seven specific ideas to dramatically improve your business and your quality of life.
Mission, Vision, Goal-Setting
Template
Use this template to write down your mission, vision, and goals, print it in
color, then take it to your print shop and laminate it. Have two copies made and keep
one at home where you'll see it everyday and keep the second one at the office.
Delivering Four Seasons Service
The Four Seasons Resorts are a great model for delivering outstanding customer
service.
Client
Referral Letter
Use this letter to encourage your clients to send referrals.
Market Fluctuation Acknowledgement Letter
Use this letter to help your clients set realistic expectations.
Analyzing Your Clients
Use this exercise to segment your clients into A+, A, B, C, and D clients.
6 Most Important™
Click on the above link to view this simple, yet extremely effective, time management technique will literally
add two hours to your day.
The Stones Story
No, not the Rolling Stones. This is a story about getting your priorities
straight.
Client Event Checklist
This checklist will aid you in planning client events. By following it, nothing
will slip through the cracks.
Here are several articles that will help
you in your practice:
Advisory Councils
This article will give you step-by-step guidance on how to establish, run, and
profit from an Advisory Council.
Extraordinary
Service for Extraordinary Times
This article gives you an excellent overview of Love Affair Marketing plus
provides you with concrete, actionable steps you can take now to implement it.
7
Ways to Help Your Clients Cope with Market Volatility
This article will help your clients be rational investors instead of panicky
investors.
 How
to Work the High Net Worth Market
This question and answer with Ron Carson will give you some ideas on working
with high net worth clients.
This time
tracking spreadsheet is available to you as a complimentary benefit from PEAK.
Use this spreadsheet to track your time for a one or two week period. After
that time, add up the time that you spend in each of the categories and
compare that to how you would ideally like to be spending your time.
 |
| AdvisoryWorld has been a leading provider of asset allocation,
multi-security modeling, optimization, hypotheticals, cash-flow analysis, and
security review since 1987. We have used their RAMCAP software since and have
recently switched to using their web-based ICE application. The ICE program
blends traditional portfolio modeling with cutting edge techniques such as
optimization and Monte Carlo simulation. The product also features a detailed
security analytics package that incorporates style, MPT statistics, and
Hypothetical review. A FINRA compliant Investment Policy Statement is among the
80+ reports, graphs, and tables that can be printed and/or e-mailed for your
client presentations. This product is really worth taking a look at.
Click here to view a detailed flyer for the
ICE application.
You may contact AdvisoryWorld at 800-480-3888 or visit their website for more
information by clicking on www.advisoryworld.com.
Be sure to mention your affiliation with PEAK to receive a special discount.
|
|
|
Every day, financial advisors are challenged to better serve and
advise their clients; clients who are educated, have access to multiple
advisors, and who seek high levels of service. eMoney Advisor was founded with a
mission to help advisors maximize the value of their client relationships. The
Company prides itself on its "by advisors, for advisors" approach and, as a
result, has developed a unique combination of technology and support services
that are focused on the advisor's success.
Click here to view a 1-minute television
ad for the eMoney system. We are running this on television, as well as having it as
part of our Carson Wealth Management Group website.
For more information, contact them at 888-362-4612 or request more information by completing
their Contact Form.
|
| |
|
|
Here's an inexpensive dictation service we're using for assistance in writing our
correspondence. Copytalk is a subscription dictation service that allows you to
call from anywhere and dictate your case notes, which are then e-mailed to you
or your Assistant. Eliminate the time-consuming task of typing and use Copytalk from any
telephone set. Copytalk is like having a personal assistant available 24 hours
a day, 7 days a week. All you do is call Copytalk, dictate, and receive your
dictation via e-mail on your computer or handheld devices just as if you
entered them in manually.
You can go to www.copytalk.com/sales/peakcn
to get a special PEAK discounted rate on the service. You can also call Deidre Zervos at
941-894-0007, ext 405, or e-mail her at deidre.zervos@copytalk.com.
|
| |
|
|
| The Virtual Portfolio Manager (VPM) is a powerful equity
management system that provides consistency and improves the performance of the
Financial Professional's asset management process through a quantitative and
statistical modeling process.
To get more information, or to sign up for this service at a discounted rate, go
to the VPM Partners website.
|
| |
Need a Speaker for Your Client Events?
Here are two to consider:
|
Bill Mellberg - Political Satirist
Accompanied by Kent Wehman - Pianist
|
|
They'll entertain your audience with delightful and clean
impersonations of our Presidents (and other celebrities) and with monologues
that are timely and bipartisan. With the piano accompaniment, you'll think
you're in the presence of Presidents.
For more information about booking Bill and Kent, please call 847-698-3364 and
let them know you were referred by Ron Carson in order to receive a special
price.
|
| |
|
|
Tom is a multi-talented professional who spends his days as a
personal trainer and his evenings as a singer, songwriter, and actor. With a
degree in physical education and certification through the American College of
Sports Medicine, Tom has been training individuals for over 10 years. His
message of health and fitness is blended with music and humor to make it a
truly enjoyable and educational event. He's available for in-person
performances or for conference calls with your clients and prospects.
For more information about booking Tom, please call 402-672-4035 and let him
know you were referred by Ron Carson in order to receive a special price.
|
Back to the top
|
