Exclusive session with top producers:
We will kick off this Virtual Event Series with one of PEAK’s Stay Connected meetings.
Exclusive sessions with top producers:
Description: In this panel-style discussion, hear current commentary from top money managers, where they see solutions and opportunities, how they are positioning portfolios and, most importantly, what is working right now. They will also discuss how advisors can provide clients with access to a PM in a virtual setting, either one-on-one or in a town-hall type setting. Emphasis will be placed on the approach, in particular how and what to communicate with worried clients.
Description: In this tech-focused session, the team will explore a variety of tools that have proven to be beneficial when virtually communicating with clients and prospects. See what others are using and improve your virtual game! From virtual meeting platforms, to progressive and efficient ways to connect (via texting, emailing, etc.), to enhancing your messages with video, these tools will be explained from an advisor usage and application standpoint, as well as from a Compliance and cybersecurity perspective.
Description: In this “social” session, active users will discuss how they’ve used the various social media platforms (including LinkedIn, Facebook and Twitter) to build a strong digital presence. As with any social engagement, building a presence requires a commitment of time and effort – so you’ll want to learn how to leverage content from other sources. The group will provide an overview of each platform, how it works and what it is best used for, as well as how it ties together with your website to form your overall digital footprint.
Description: In this networking discussion, advisors will share how they have leveraged their other practices (i.e. CPA, tax practice, insurance) to introduce clients to the financial side of their business, or how they have built successful relationships with these types of practices to bring financial services to their colleagues’ clients. Now is a perfect cross-selling opportunity, given the increased awareness of the need for financial advice. Find out what these successful advisors are doing to gain traction & drive growth into other lines of business.
PEAK advisors are growing and onboarding new clients daily with these strategies. We are excited to share our methods and success stories on winning clients virtually. To be provided access to the full list of our virtual tools – please contact Glen McRary.
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