PEAK

01/11/2024

Check out our article that was just released in the WealthManagement.com 2024 Market Outlook!

In this article, the transformative shift in financial advisor recruiting towards a personalized and tailored approach is explained, highlighting the evolution from traditional one-size-fits-all strategies to customized transition support packages that align with the unique aspirations of each advisor.

Explore the importance of flexibility, understanding unique advisor vision, and navigating challenges with personalized advisor support strategies.

Click the link below to read more and start thriving in the dynamic financial landscape!
https://bluetoad.com/publication/?m=62351&i=811613&p=46&ver=html5

Learn more by visiting www.peakbrokerageservices.com.

12/04/2023

PEAK Advisor Shines in Financial Planning Magazine! 🏆

We're thrilled to announce that Russell Gaiser III, a dedicated member of the PEAK team, has been featured in a recent article by Financial Planning magazine! 🎉

Baby boomers may be wealthier, but millennials have benefited from a number of retirement reforms, new research shows — and they still have more time to save.

07/25/2023

Our very own Russ Gaiser from The Financial Guys is featured in Annuity.org's Guide for First-Time Annuity Buyers, take a look here: https://www.annuity.org/annuities/buy/first-time-buyers/

07/13/2023

Our 2023 Event of the Year couldn’t have gone any better. Everyone walked away with a new sense of unity with one another as well as some great ideas on how to revolutionize their marketing!

Read what this advisor said!

“When I left the event, I felt that it had given us real tools to "UP" our marketing game. The keynote speakers provided specific, attainable, items that can be implemented in any size office. Marketing is an area that all advisors must address. I learned so many small changes that can be made on our social media that will give us more exposure, that is not expensive, and can be executed with very little effort.”

07/11/2023

The 2023 Event of the Year was everything we were hoping for… and then some!

Read what these advisor attendees had to say!

“My biggest takeaway from the event was a sense of re-commitment to the firm and the family that Peak has become.”

“When I left the Event, I felt like I belonged and that I mattered, and was refreshed knowing that there are people out there that want to help you, and also, knowing that the home office is there for you.”

02/07/2023

Our Kevin Chancellor, talks to KTEN News about Policy and Tax Changes and how it will Impact High-Net-Worth Clients in 2023. https://www.kten.com/story/48093722/policy-and-tax-changes-impacting-high-net-worth-clients-in-2023

By Wola Odeniran, CEPF®

01/18/2023

Our very own Kevin Chancellor featured this month in Erie News Now, talking about Policy and Tax Changes Impacting High-Net-Worth Clients in 2023! https://www.erienewsnow.com/story/48093722/policy-and-tax-changes-impacting-high-net-worth-clients-in-2023

By Wola Odeniran, CEPF®

12/25/2022

Happy Holidays 🎄 Wishing you the best from our PEAK family to yours!

09/09/2022

Ready to strengthen your digital presence? Let us show you how - or we can step in and do it for you!

08/29/2022

No clue where to start when it comes to improving your digital presence?

07/30/2022

Happy International Day of Friendship, we value our friendships!