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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 periodic business-building
ideas from PEAK.
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Listed
below are
resources designed to help you
expand
and develop your practice.
7 Tested in the Trenches Ideas to Grow Your Business
Ron Carson discusses the seven specific ideas to dramatically grow your business and improve 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.
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| 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.
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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.
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CompanionLink® provides synchronization
solutions for your PDA with your GoldMine® application. It will copy your
calendar and contact information (but not e-mail) to your PDA and can be
customized to fit your needs. They offer free technical support and will assist
you with installing and configuring the software and getting you started.
For more information on CompanionLink® and how it will work for
you, visit their website at
www.companionlink.com. When you are ready to place
your order, just click on BUY NOW at the top of the page and enter the
discount/affinity code PK5468 to receive a discounted price.
You may also go directly to CompanionLink's Secure Order Form.
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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.
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| 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.
PEAK members receive a significant discount off VPM's regular price of $595 per month. The PEAK member discount is $395 per month (VPM bills quarterly, so the quarterly cost is $1,185).
To get more information, click
here to go
to VPM's website.
To get more information on how to become a PEAK member, complete
the form at the top of this page and submit it to us.
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Need a Speaker for Your Client Events?
Here are two to consider:
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Bill Mellberg - Political Satirist
Accompanied by Kent Wehman - Pianist
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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.
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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.
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