Upcoming Advisor Events

Your time is very valuable. Travel these days is a hassle. Consequently, you have to carefully choose which workshops you will attend and which conference calls and webinars you will dial into. With that in mind, Peak Advisor Alliance offers a variety of conference calls, webinars, and workshops throughout the year that are open to advisors. Please add the following to your calendars and click to register when registration opens. If you have any questions, please call us at (800) 514-9116. 

Excell Meetings

The Excell Meetings are Peak Advisor Alliance’s semi-annual coaching meetings for our members. We do open up a limited number of slots for non-members as a way to introduce you to our extraordinary community.

These events are truly unlike any other industry meetings you might attend. One of the key differentiating factors is the willingness of each attendee to openly share what they are doing that makes them successful. When Ron Carson stands on the main platform and shares everything he is doing in his practice, it creates an atmosphere of openness and trust that permeates the event.

Dates and Locations:    

Excell Fall 2013
October 2 - 4
CenturyLink Center
Omaha, NE
www.excellmeeting.com

Barrier Breaker Workshops

These one-day, high-energy, high-impact workshops led by keynote speakers Ron Carson and the Peak Advisor Alliance coaches are designed for financial advisors who are ready to break through barriers and take their business and life to a higher level of success. Presented around the country, Ron and the entire speaking lineup deliver a results-oriented program that inspires advisors to think bigger, work smarter and equips them with a plan to make their big dreams a reality. Highlighted by tested-in-the-trenches examples from the nation's top independent financial advisor, attendees shed their doubts and uncover the confidence they need to thrive in these uncertain times.

Dates and Locations:                     
June 14, 2013: Washington, DC                      
July 12, 2013: Chicago, IL                                
August 9, 2013: Kansas City, MO
September 13, 2013: Philadelphia, PA
November 8, 2013: Atlanta, GA
December 6, 2013: Orlando, FL   

Click Here to Register!    

Here are a few comments from event attendees:

“Quite simply, I am amazed at the caliber of The Excell Meeting. After four years and almost a tenfold production increase, I still get strategies that I can implement immediately to produce my next 10x increase.”

Kelly Campbell President, Campbell Wealth Management Fairfax, Virginia

“I leave here inspired, but that will fade over time; the ideas I gained will impact my practice for the rest of my life. This was awesome.”

David Peterson President, Peak Capital Investment Services Highland Ranch, Colorado

“Some of the most effective and useable information I’ve ever seen. I appreciate the open sharing of great ideas.”

John McEwan Financial Advisor, Granite Wealth Strategies Vancouver, Washington

“Excellent! Practical, tangible, and immediately usable information. Motivational and measurable accountability. Great people enthusiastically committed to improving advisors' effectiveness and success.”

Jeff Schmeltekopf Owner and Partner, Dean, Jacobson Financial Services Fort Worth, Texas

“Listen, implement, and watch your business grow and your life simplify.”

Don Roork President, Asset Dynamics, Inc. Toledo, Ohio

“Everybody is so willing to share...not just their victories but their failures which we learn just as much from.”

John Finn Co-Founder, Finn, Rodriguez & Washburn Wealth Management Middletown, Rhode Island