The PEAK Performance Series is an award winning practice management program. Recognized by Wealth Management as the best practice management program in 2018.
Where top producing advisors come together and share their success stories, marketing ideas and more.
You will learn how to DOMINATE your hometown market.
Top producing advisors share their success stories from successful marketing concepts.
JULY 2019 event Information
Advisor of the Future
Sheraton Pittsburgh Hotel at Station Square
Guests requiring accommodations will book on their own at a negotiated rate of $145 per night directly via the following link: Book your group rate for Peak Reps Meeting July 2019
Peak will cover parking by providing vouchers
Wednesday, July 24th
VIP Hometown Event
Join us for a fun evening in the exclusiveas the Pittsburgh Pirates take on the St. Louis Cardinals! (seating is limited to the first 25 registrants)
Game starts at 7:05 pm
Enjoy transportation via the Gateway Clipper (departure time TBD)
Thursday, July 25th
Client Acquisition: It’s a New Game – Are You Winning?
Utilizing the Latest Technology to Drive Revenue
Successfully Navigating an Environment of Fee Compression
Own Your Hometown: Stand Up and Be Recognized
Are you Ready for SEC Reg BI?
Open Your Eyes to Opportunity: An Interview with Brian Breisinger
The Power of Positioning Your Book for Retirement