| 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.
|
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.
|
|
|
The foundation for million-dollar success starts with understanding your values, knowing your purpose, living a personal and business mission statement, setting a compelling vision for your future, and achieving SMAC-certified goals. Through Blueprinting™, advisors will complete a series of exercises that will ultimately result in each advisor having a clear and specific plan for his/her future. With this information in hand, advisors can confidently articulate who they are, what they stand for, and can properly guide clients to reaching their goals.
 |
|
|
Human Resources. Are you the best boss you can be? Are you getting the most out of your team and do you have the right team in place? Do you feel that you want to empower your staff to take some things off your plate, but don’t know if you can? Your team can be one of the most powerful assets you have in this business, so you need to spend time making your organization the best it can be. Learn how here!
|
|
|
Lack of systems and organization is consistently one of the biggest issues facing financial advisors. We all operate with 24 hours in the day, yet top achievers find ways to get more done in those 24 hours. That is because they have systems to help them stay organized. Learn several key strategies that will significantly increase your office’s efficiency and add big dollars to your bottom line. Systematize the expected, so you can humanize the unexpected!
|
|
|
In our industry, we have $100,000 producers to $5 million producers and everything in between! Where you fall in that range has a lot to do with how you spend your time. Million-dollar producers are really good at dealing with the large “stones” first, and work their way down through the rocks, pebbles, sand, then water. Learn how to effectively use your time to do the most productive and important things first!
|
|
|
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!
|
|
|
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!
|
|
|
If you are looking to grow your business by having fewer, but better, clients, this is the DVD for you! It is too difficult to have the quality of life you want and the quality of service you owe your clients if you are working with more than 150 relationships. That’s why it’s important to mine the diamonds in your own backyard by focusing your marketing efforts on top clients and working to duplicate and triplicate them!
|
|
|
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!
|
|
|
What separates the top achievers from the average achievers?
Ron Carson has been fortunate to have worked with hundreds of top achievers over the years. He’s reflected upon what makes them special and has concluded that the top achievers share many similar characteristics. These characteristics, or habits, are defined as doing the appropriate activities on a consistent basis. Here are the 15 habits that top achievers have in common.
|
|
|
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.
|
|
|
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.
|
|
|
There really is a secret to becoming a million-dollar success. In fact, there are three of them! In this in-depth CD, learn all about Burning Desire, Love-Affair Marketing, and Systemization!
Click here for more information.
|
|
|
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.
|
|
|
Great firms are built with great people, but too often, advisors settle for average people and get average results. Lacking a plan on how to hire quality people, advisors frequently hire people through a “seat-of-the-pants” process and get “hit-or-miss” results. This practical presentation walks advisors through the entire process of hiring quality staff, from determining when to hire, to interviewing questions, to making the offer. Armed with this knowledge, the days of “hit or miss” hiring will be over.
|
|
|
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!
|
|
|
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!
|
|
|
Extra! Extra! Learn all about it! Build your credibility, be cost efficient, and get your name out there! Don’t spend your advertising dollars until you have listened to ways you can get the press working for you. This CD gives you lots of creative ideas and valuable information about how to leverage the power of free media.
|
|
|
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!
|
|
|
If you have 45 minutes, you will have two great values you can use in your practice. In this audio CD, Ron discusses the benefits of having an Estate Planning Department and answers questions such as “Would he have added it sooner?” and “How big should you be before adding this department?” Ron also role-plays his value proposition that he shares with his clients. This candid look into Ron’s success is priceless.
|
|
