Most firms only promote themselves. We are a bit different. We invest in and promote our advisors.

Americas Advisor Academy

America's

Advisor
Academy

Cleveland, OH:

February 11, 2020

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.     

Upcoming Event:

February 11, 2020 – Cleveland, OH

America’s Advisor Academy

Recent Events:

October 24, 2019 – Ann Arbor, MI

America’s Advisor Academy

 

July 25, 2019 – Pittsburgh, PA

Peak Performance Series

Learn more about America’s Retirement Headquarters

See a case study on how three recent advisors dramatically improved their practice by attending the training

Americas Headquarters Retirement
COMPANY
BROCHURE

Download the Company Brochure. 

Click Here!

Join the inner circle and request to be invited in to their LinkedIN Group

Testimonials!

"Excellent event, lots of info to take back and implement!"

Jessica

-
Financial Representative

"Helpful to explain a succession plan that would pay me (seller) for 10+ years"

Jeff

-
Financial Representative

"New approach to business"

Melodye

-
Financial Representative

"Very unique...I really appreciate the value provided"

Russell

-
Financial Representative

February 2020 event Information

Advisor of the Future

Venue

Registration

Hotel Accommodations

Parking

DoubleTree by Hilton Cleveland Downtown – Lakeside

Guests must register for this event, please                           to  register.

Guests requiring accommodations will book on their own, directly via the following link: Book your group for America’s Advisor Academy, February 2020

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) 

Tuesday, February 11th

9:00-11:00am

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 broken and how it can be fixed for you

11:00am-11:15am

Break 

11:15am-12:00pm

Quick ways to get a 20% jump in your revenue and results.    

12:00pm-1:00pm

Lunch

1:00pm-1:50pm

The Adaptive Marketing Plan:

What Marketing Strategies Are Working For Today’s Advisors?  

  •                Social Security Events and Marketing
  •                University Classes
  •                Medicare 
  •                Group Client Review 
  •                The Ultimate Beneficiary Checklist

2:00pm-3:00pm

100 Day Campaign to Win – 5 areas to dominate in Cleveland to get Millions: 

  •                The who, where, and how to capture all of the assets in Cleveland.
  •                Seeing the numbers.
  •                The Pilars to success.

3:00pm-3:15pm

Break   

3:15pm-5:00pm

Case design to capture all of the assets and create multiple sales opportunities.

6:30pm-8:00pm

Attend a live presentation to retail clients at the university.

Testimonials

"Excellent event, lots of info to take back and implement!"

Jessica

-
Financial Representative

"Helpful to explain a succession plan that would pay me (seller) for 10+ years"

Jeff

-
Financial Representative

"New approach to business"

Melodye

-
Financial Representative

"Very unique...I really appreciate the value provided"

Russell

-
Financial Representative

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