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: