PEAK
7 Hall of Fame Financial Advisor Success Principles
Legendary Hall of Fame quarterback Fran Tarkenton has identified 7 principles of success during his extensive athletic and entrepreneurial career. These financial advisor success principles can help your independent practice thrive! Since retiring from the NFL in 1978, Pro Football Hall of Famer Fran Tarkenton has founded a number of different successful businesses. One of…
Read MoreAvoid These Common Financial Advisor Marketing Mistakes
There’s no question that effective marketing is critical to financial advisor success. In fact, the average advisor spent $17,400 on marketing in 2022, according to a survey conducted by Broadridge, and 30% of advisors said they plan to increase their marketing budgets in the future. Unfortunately, these marketing dollars aren’t always spent effectively. Here are…
Read MoreMake Someone’s Life Better (“Love you, too!”)
Our proprietary PEAK System is designed to help you improve, hit higher levels of performance, and find more meaning in your work. My Dad often talks about the importance from learning from others. “None of us has an original idea,” he often says. “We are all a product of what we read, hear and observe”.…
Read MoreControl What You Can Control
Dear Friends, Last month, I had the opportunity to volunteer at a football camp for high school kids, hosted by NFL coach (and my former Princeton teammate) Jason Garrett. Surrounded by current and past NFL and college players and coaches, and NFL Commissioner Roger Goodell, Coach Garrett inspired the kids to: Control What You Can…
Read MoreLet’s do the work! Get optimized with PEAK
Each month, we send you a note about our PEAK system and how to elevate your business to the next level. In the first quarter of the year, we talked about: Our 20 Point Per Day Worksheet to develop a daily roadmap to success; Essentialism – eliminate the noise, so you can focus on doing…
Read MoreEven the G.O.A.T. Needs Coaching to Reach the Peak
By now, I hope you have had an opportunity to learn about our PEAK system, a series of tools and resources to help you reach higher levels of production in your retirement planning practice. Now, I played 18 years in the NFL and upon retirement, held every major passing record. The one thing that drove…
Read MoreIs It Time for a Change?
Last month, I started working with a nutritionist, not because I needed to lose a bunch of weight but because I wanted to have more energy, sleep better, and take better care of myself. So far, I have made positive changes to my diet that have made me feel much better! If you want to…
Read MoreReach Your Peak One Day At A Time
This year, Tarkenton Financial is committed to helping you reach your PEAK level for performance through: More effective and innovative Prospecting tools; Better Educational materials for you and your clients; Assessment software to help with your clients’ retirement plans and product selection; and Using Kinship to provide you support and incentives to reach your highest…
Read MoreWhat’s your PEAK for 2021?
Tarkenton Financial is proud to introduce our PEAK System. It captures and improves our system for advisors to grow in 2021 and beyond. We have a set of offerings for each phase: Prospecting: Effective tools/campaigns for you to get in front of more prospects Education: Advisor and prospect education resources Assessment: Proprietary planning software and…
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