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 event Information

Advisor of the Future

Venue

Registration

Hotel Accommodations

Parking

Sheraton Pittsburgh Hotel at Station Square

Guests must register at www.peakrepevents.com 

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 exclusive Pittsburgh Baseball Club Level Concourse  as 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

8:00am-9:00am

Breakfast

9:00am-9:15am

Welcome Message 

9:15am-10:15am

Client Acquisition: It’s a New Game – Are You Winning? 

Utilizing the Latest Technology to Drive Revenue 

10:15am-10:30am

Break

10:30am-11:30am

Successfully Navigating an Environment of Fee Compression 

Own Your Hometown: Stand Up and Be Recognized 

11:30am-11:45am

Are you Ready for SEC Reg BI? 

11:45am-12:15pm

Lunch

12:15pm-1:15pm

Open Your Eyes to Opportunity: An Interview with Brian Breisinger 

1:15pm-1:30pm

Break

1:30pm-2:30pm

The Power of Positioning Your Book for Retirement 

2:30pm-2:45pm

Closing Message 

3:00pm

Departures

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