Get your complimentary

Market Opportunity
Toolkit

Market Opportunity
Toolkit

PEAK's

Collaboration in Action:
Share.Leverage.Grow.

Collaboration in Action:
Share.Leverage.Grow.

“Since joining PEAK, I have been amazed that their top producers, who run significantly successful practices, have been so willing to help smaller practices like mine by sharing their best ideas so openly. I can attest to the fact that they walk the walk, not just talk the talk! The home office is loaded with experience and a helpful attitude that is so uncommon in our industry. Thank you PEAK Family!”
- Kevin Snow of Snow Retirement Planning Co.

Experience Different

At PEAK, we foster a culture of Advisors helping Advisors.  As an Advisor-owned firm, we truly understand the business issues you face every day.  As such, we recognized the critical need to get current, relevant, truly useful tools in the hands of our Advisors and peers proactively to stay on top of this tumultuous market and in front of their clients.  We see this time as one of great opportunity, where the most proactive and progressive will thrive. As the name suggests, our innovative Market Opportunity Toolkit was created to give Advisors the resources they need to pivot, adjust and become more digitally savvy.  By using items in the Toolkit, Advisors will be in the best position to efficiently gain visibility and credibility with existing clients, as well as earn the attention and respect of potential new clients.  Our Toolkit contains client-facing collateral, charts, letters, social media posts, videos and more.

In addition, we recently launched our bi-weekly “PEAK Stay Connected: Virtual Advisor Meetings” to provide a venue where Advisors share ideas.  Our TOP Advisors are sharing a wide range of strategies, from how they are proactively capturing money in motion, to how they are leveraging technology, social media platforms and engaging local media to gain visibility and new client opportunities.  Ultimately, we are sharing our success stories.  Hosted by TOP Producing Advisors, these webinars are part of the collaboration in action which is the cornerstone of PEAK’s philosophy.

Market Opportunity Toolkit Offers:

  • Advisor-Use Materials:
    Reference articles and timely commentaries
  • Client-Facing Collateral:
    PEAK compliance-approved articles, charts, illustrations, letters and emails
  • Going Virtual Tools:
    Tips and relevant information on how to engage
  • Virtual Advisor Meetings:
    Exclusive live webinars with top producers
  • Public Relations Guidance:
    Steps for gaining visibility with local radio and television outlets
  • Social Media Resources:
    Inventory of postings, ads and videos

Market Opportunity Toolkit

What's included

Reference Articles & Commentaries

Articles, Charts & Illustrations, and Letters/Emails

Tips & Reference Articles

Reference Articles & Videos

Posts & Videos

Meetings & Success Stories

Excliusive

Reference Articles & Commentaries

Reference Articles & Videos

Articles, Charts & Illustrations,
and Letters/Emails

Posts & Videos

Tips & Reference Articles

Meetings & Success Stories

Excliusive

Reference articles and timely commentaries

Tips & Reference Articles

Posts & Videos

Compliance-approved articles, charts, illustrations, letters and emails

Reference Articles & Videos

Meetings & Success Stories

Excliusive

Learn more about what PEAK has to offer:

Protect your future with a comprehensive exit strategy
addressing retirement, disability, and death
OR
Acquire Books of Business with no Money Down