The past few weeks have witnessed a level of market volatility unlike […]
7 Hall of Fame Financial Advisor Success Principles
Legendary Hall of Fame quarterback Fran Tarkenton has identified 7 principles of […]
Your Annuity Marketing Roadmap for 2025
As 2024 winds to a close, now is a good time to […]
Should you purchase an annuity? Six reasons why people don’t — and one reason why you should
Does this situation sound familiar? You’ve had a couple of good meetings […]
Is the 4% Rule Still Relevant as a Retirement Income Strategy?
Which would you say people fear more: dying or running out of […]
Retirement Income Planning: Help Your Clients Navigate the 5 Biggest Retirement Roadblocks
If you provide retirement planning services, creating a financially secure retirement is […]
How to Use Video to Market Your Financial Practice
Financial advisors today have lots of marketing options to choose from. These […]
5 Reasons to Consider Fixed Index Annuities for Your Clients’ Portfolios
As your clients near retirement and their investing timeframe shortens, they become […]
Avoid These Common Financial Advisor Marketing Mistakes
There’s no question that effective marketing is critical to financial advisor success. […]
Make Someone’s Life Better (“Love you, too!”)
Our proprietary PEAK System is designed to help you improve, hit higher […]
Control What You Can Control
Dear Friends, Last month, I had the opportunity to volunteer at a […]
Let’s do the work! Get optimized with PEAK
Each month, we send you a note about our PEAK system and […]