Archive
This Month's Videos
- Building Trust Between Team Members
- Ethics Awareness Month
- Life Insurance: A Guarantee in Uncertain Times
- Creating Your Story
- Executive Compensation
- What the Media Looks for in an Interview
- Managers vs. Leaders
- Life and Disability Insurance: Underwriting Characteristics
- The Ethics of Philanthropy and Legacy
- Overcoming Common Objections-Part III
- Good Ethics Makes Good Business
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Habits of Top Achievers
Ron Carson, ChFC®, CFP®, the Founder and Chief Executive Officer of PEAK and Greg Opitz, a Senior Practice Management Coach at PEAK discuss the habits of top achievers. A “must see” for agency leaders!
Recent Videos
Practice management coaches from PEAK talk about ways financial advisors can describe themselves that help to differentiate their businesses from competitors.
Brian Anderson, Editor of Life Insurance Selling magazine talks about what makes for a great interview and how editors select topics for their magazines.
Steve Anderson, CLF®, a Senior Executive Vice President with Waddell and Reed talks about the transition employees face when they go from being a manager to being a leader.
Ron Carson, Founder and CEO of PEAK talks about the problems that can arise when a client needs to end a business relationship with a family member.
Steve Anderson, CLF®, a Senior Executive Vice President with Waddell and Reed defines leadership, identify competencies, and shares his views on whether leadership can be learned.
Dr. Peggy Marshall, Director of Coaching Strategy at Nationwide Financial Services talks about the coaching relationship and the ways it can evolve, succeed or fail.
Mission statements and value propositions are discussed and demonstrated by Matthew Halloran, a Certified Life Coach and Practice Management Coach with PEAK.
John Natoli, a Deputy Managing Partner with the MassMutual Financial Group talks about how to set performance expectations for both new and seasoned associates.
John Natoli, a Deputy Managing Partner with the MassMutual Financial Group discusses the benefits of successful interactions between new and tenured associates.
Ron Carson, Founder and CEO of PEAK talks about closing the sale and what to do when a client says, "I want to think about it."