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Day 1 - Wednesday, April 21, 2010
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9:00 a.m. – 6:30 p.m.
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Registration
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1:00 – 5:30 p.m.
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Team ‘N Training Summit
(Team Members only; separate registration & fee required)
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1:30 – 5:30 p.m.
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Million Dollar Producers Session
(by invitation only)
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6:00 – 6:30 p.m.
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First Time Attendee Welcome Reception
(for paying PEAK Members only)
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6:30 – 8:30 p.m.
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Welcome Reception
(Guests & Spouses invited to attend)
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Day 2 – Thursday, April 22, 2010
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6:30 a.m. – 6:00 p.m.
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Registration
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6:30 – 7:45 a.m.
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Breakfast
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7:45 – 8:15 a.m.
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General Session Kick-Off
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8:15 – 9:30 a.m.
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General Session
• Psychology of the Affluent Investor
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9:30 – 9:50 a.m.
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Break
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9:50 a.m. – 12:00 p.m.
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General Session
• 100 Days to Excell
• Setting and Achieving Your Goals
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12:00 – 1:00 p.m.
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Lunch
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1:00 – 2:30 p.m.
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Specialty Networking
• Advisors will have the opportunity to be matched with other advisors with shared expertise.
• Team members will address with their peers topics such as successful client events, time-saving technology, and various other topics.
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2:30 – 2:50 p.m.
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Break
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2:50 – 4:30 p.m.
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General Session
• Professional Persuasion & Overcoming Objections in the 21st Century
• How to Become an Expert in a Niche
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5:00 – 6:15 p.m.
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Reception
(Guests & Spouses invited to attend)
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Day 3 – Friday, April 23, 2010
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7:00 a.m. – 12:00 p.m.
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Registration
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6:30 – 7:45 a.m.
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Breakfast
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8:00 – 10:00 a.m.
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Key Note Speaker – Mark Scharenbroich
• Nice Bike (www.nicebike.com)
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10:00 – 10:20 a.m.
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Break
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10:20 a.m. – 12:00 p.m.
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General Session
• Maximizing Your Associate Wealth Advisor
• Open Mic
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12:00 – 1:00 p.m.
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Grab & Go Lunch
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Team ‘N Training Summit
The Team ‘N Training Summit is open to staff members of paying PEAK Members only.
During this session, attendees with work through the nine Tested in the Trenches™ (TNT) steps to learn how to assist the practice in the implementation of the PEAK program. Specific emphasis is placed on the creation of a systems or procedures manual for the practice.
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Wednesday, April 21, 2010
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1:00 – 1:10 p.m.
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Introductions & 3 Key Components
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1:10 – 1:20 p.m.
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Blueprinting (TNT #1)
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1:20 – 1:40 p.m.
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Structure of the Organization (TNT #2)
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1:40 – 2:00 p.m.
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Systemization (TNT #3)
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2:00 – 2:20 p.m.
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Prospects & Referrals
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2:20 – 2:30 p.m.
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New Clients
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2:30 – 2:45 p.m.
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Break
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2:45 – 2:55 p.m.
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Transfers & Trading
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2:55 – 3:05 p.m.
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Customer Service
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3:05 – 3:15 p.m.
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Updates
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3:15 – 3:30 p.m.
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Client Appreciation
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3:30 – 3:45 p.m.
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Office Procedures
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3:45 – 4:00 p.m.
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Human Resources
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4:00 – 4:15 p.m.
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Break
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4:15 – 4:30 p.m.
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Improving Your Effectiveness (TNT #4)
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4:30 – 4:35 p.m.
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Build Your Brand (TNT #5)
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4:35 – 4:45 p.m.
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Build Relationships & Communicate with Clients (TNT #6)
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4:45 – 5:00 p.m.
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Focus Marketing on Top Clients & Prospects (TNT #7)
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5:00 – 5:20 p.m.
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Client Events (TNT #8)
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5:20 – 5:25 p.m.
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Habits of Top Achievers (TNT #9)
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5:25 – 5:30 p.m.
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Q&A and Closing
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