The Event

of The Year

Jupiter Florida

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.

Hometown Marketing

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

Hometown Marketing

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.

Collaboration Panel: “Rep Partnerships”
Hear from top advisors who have successfully built and leveraged partnerships with their peers and other partners within the firm to expand their businesses beyond their individual areas of expertise. They will discuss the breadth of resources in our midst and the simple logistics on how to get things done!


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.

PEAK Advisory Council (PAC) Small Group Roundtable Session
In this open session, participate in several small group discussions (10 minute rotations), hosted by members of PEAK’s Advisory Council and Partners, to gain insight to several collaborative groups launching within the firm. Great opportunity to share ideas, learn from others, identify opportunities and make connections!

Day 3: Thursday, May 2nd 


Getting to Know Your PEAK Family

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

Several of our top advisors will share their methods for gaining exposure and recognition in their respective hometowns – from start to finish. From winning awards to media exposure, learn how to elevate your credibility by becoming a perceived expert in your own community!

A Chat with Matt, Your Chief Compliance Officer

Our motto here at PEAK is “Experience Different” and our Compliance team is no exception! In this open-format discussion, we will discuss current trends within the regulatory environment and how they impact your business.
Collaboration Panel “Best Ideas from the Field”
In this “battle of the best” session, hear the top 5 ideas for lead generation or increasing personal production – as submitted by your peers. There’s $500 on the line so listen carefully – participants will cast their vote for the most beneficial idea!


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. 


Paul Meeks, Craig Francisco, Brian Breisinger, Mark Clair, Dan Neiman, Glenn Wiggle, Nolan Baker, MIKE LOMAS, GLEN MCRARY

A Special Thanks to our Sponsors