Most firms only promote themselves. We are a bit different. We invest in and promote our advisors.
Ann Arbor, Mi:
October 24, 2019
At our next event, we will be sponsoring top producer Nolan Baker and his company, America’s Retirement Headquarters, as they host the America’s Advisor Academy. This mastermind event is open to all licensed financial professionals. Walk away with the knowledge, know how, and tools to capture more assets and build a business that can provide you income for life.
That evening, attendees are invited to experience a live prospective client educational event, the America’s Retirement Academy.
October 24, 2019 – Ann Arbor, MI
America’s Advisor Academy
July 25, 2019 – Pittsburgh, PA
Peak Performance Series
See a case study on how three recent advisors dramatically improved their practice by attending the training
Download the Company Brochure.
October 2019 event Information
Advisor of the Future
Hilton Garden Inn Ann Arbor
Guests requiring accommodations will book on their own at a negotiated rate of $169 per night directly via the following link: Book your group rate for America’s Advisor Academy, October 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, October 24th
What Marketing Strategies Are Working For Today’s Advisors?
- Social Security Events and Marketing
- University Classes
- Group Client Review
- The Ultimate Beneficiary Checklist
Steps to event success.
Case design to capture all of the assets and create multiple sales opportunities.
Quick ways to get a 20% jump in your revenue and results.
Turning your business into the ultimate lifetime income plan.
- How to create it.
- What are your options?
- What is your business worth?
- Why the current industry model is broke and how it can be fixed for you
Attend a live presentation to retail clients at the university.
"Excellent event, lots of info to take back and implement!"
"Helpful to explain a succession plan that would pay me (seller) for 10+ years"
"New approach to business"
"Very unique...I really appreciate the value provided"