2021 Event Of The Year
“Together We Are Better”
If you are looking to expand your book of business and master strategies from other successful advisors, this event is for you! At PEAK, we are a community of top producers with a focus on helping investment advisors, registered representatives, and insurance agents dominate their hometown market. At our events, we showcase advisors who are willing to share their best ideas and keys to success, so as a mastermind group we can grow together. By attending this event, you will learn what’s working in the industry, how to provide an outstanding client experience, stay abreast of regulatory changes, and gain exposure to a different kind of broker-dealer.
PEAK’s Event Of The Year 2021 Kickoff Video
Event Opening Kickoff Video.
The New PEAKlink Workflow System
This session features Matt Myers, Ted Greggis, and Shon Girdhari.
“COLORING OUTSIDE THE LINES™ CREATING THE IDEAL CUSTOMER EXPERIENCE”
This session was hosted by Jeff Tobe.
Mastering Digital Space: Podcasts, Radio, & YouTube
This session features Glenn Wiggle, Nolan Baker, and Kevin Geiger.
MASTERING THE DIGITAL SPACE: PR
This session is hosted by Regina Rudnick and features Denise Nostrom and Mark Clair.
Identify Your Passion
This session features Michael Hoeflich, Nathan Ramos, and Kevin Geiger.
What’s New At Blackridge Asset Management
This session features Matt Myers and Regina Rudnick.
Economic Update
This session features ISWM’s Paul Meeks, Glenn Wiggle, Mike Lomas & Dan Neiman.
Collaboration Panel Advanced Planning Group
This session is hosted by Asset Mark and features David Malone, Sanjay Prasad, Kathy Donnelly, Charlie Sperrazza & Brian Breisinger.
Protect & Grow Your Financial Security Program
This session is hosted by Regina Rudnick and features Clay from Impact Partnership.
Admiral Kenneth P Barausky From Failure To Flag
This session features Kenneth P. Barausky.
Success Stories From Your Retirement Plan Services Group
This session features Scott Tanker.
A Chat With Compliance
This session features Matt Myers and team.
Mastering The Digital Space: Websites Search Engine Optimization
This session features Brian Adams and Joe Tilton.
Mastering The Digital Space: Webinars Online Events
This session features Glenn Wiggle, Mike Lomas and Chaz Price.
Mastering The Digital Space: Social Media Online Promotion
This session features Kelsey McCool and Joe Tilton.