Throughout the year, PEAK holds a variety of
meetings, workshops, and other business
financial planning events that are available
for companies to sponsor. Some of these include
the following:
- Ron Carson Speaking Engagements (variety
of topics)
- Steve Sanduski Speaking Engagements (variety
of topics)
- Tested in the Trenches™ Book Signings
- Quarterly Articles
- Conference Calls
- Quest for Excellence™ Workshop
- PEAK Academy of Wealth Advisors
- Excell Meeting
- Excell Meeting Reception
- Communications Skills Workshops
- Wholesaler-Specific talk with Ron Carson
- Wholesaler-Specific talk with Steve Sanduski
- Blueprinting Workshops
- “Best Practices” Workshops
- Custom-Designed Workshops
For more information on sponsorship opportunities,
please contact us at (800) 514-9116.
Give
your advisors the gift of having a full day
of training! PEAK offers several opportunities
throughout the year to collaborate with organizations
in a joint effort to educate and motivate advisors.
Our business
financial planning workshops give advisors
the ability to get hands-on education, tested
in the trenches strategies and ideas, and time
to network with other producers. It's a great value-added
benefit to the relationship you have with your
advisors!
- Professional Persuasion
- Closing the Knowing-Doing Gap
- Key Steps to Simplify Your Life, 100 Items
to Delegate to Staff
- How to Manage Wealth for the Wealthy
- Enhancing Profits and Productivity Through
Systemization
- How to Survive and Conquer the Challenges
Facing the Advisory Industry
- Making A True Commitment to Yourself
**A One-Hour sponsor presentation is
included.
Day 1: The
Three Secrets to Success
- Relentless Burning Desire
- Love Affair Marketing
- Systemization
- Building the Foundation
- Gaining Personal & Professional
Clarity
- Getting the Right Staff
- Systematizing Everything
- Increasing Effectiveness
Day 2: Growing
Your Revenue
- Building a Unique Brand
- Fostering Relationships & Communicating
- Focusing Marketing Efforts
- Hosting/Delivering Client Events
- Setting Up an Advisory Council
- Sharing of Best Ideas
**A One-Hour sponsor presentation is
included.
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