PEAK

PERFORMANCE SERIES

PITTSBURGH, PA

7/24/19 – 7/25/19

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.

Collaboration

Top producing advisors share their success stories from successful marketing concepts.

JULY 2019 Agenda

Advisor of the Future

Thursday, July 25th

8:30am-2:30pm:

Overcoming Challenges Facing Advisors: Now and in the Future
Succession Planning
Increasing Revenue with Additional Product Lines
Added Bonus: Advisors who attend will be given the Advisor’s Playbook

SPEAKERS

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

A Special Thanks to our Sponsors