of The Year
4/30/19 – 5/03/19
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.
Jupiter Beach Resort
Join us in sunny South Florida at the beautiful Jupiter Beach Resort.
Top producing advisors share their success stories and their most successful marketing concepts.
The 2019 Agenda
Day 1: Tuesday, April 30th
Arrivals & Registration
Welcome to Our Hometown! Cocktail Reception
Day 2: Wednesday, May 1st
Opening Session & Special Guest Speaker
Keynote Speaker Craig Francisco, Owner of Sales Awakening
The 8 Keys to Sales Excellence™ will serve as a foundation that not only allows you to take advantage of proven sales and marketing techniques, but will give you courage to pave your own way forward and develop your own ideas without the fear of setbacks.
Are you leveraging the right software and tools to capture more assets? Are you up to speed on what is available, why it can improve the client experience and how to get started? Several top advisors share their technology suites and the impact it has had on their practices.
Day 3: Thursday, May 2nd
As we grow, it’s important that we keep in touch about the capabilities and support available from each of the different lines of business within the PEAK Reps Family. We will take a deeper dive into each entity and make sure you know “who’s who” on your support teams.
Special Guest Speaker (TBA)
Own Your Hometown
A Chat with Matt, Your Chief Compliance Officer
Cocktail Reception & Awards Dinner
Day 4: Friday, May 3rd
Optional Home Office Visit
Swing by your Home Office for Coffee & Bagels
Optional Activites on your own
Kayaking, Paddle Boarding, Lighthouse Tour, etc.