Peak Excell Spring 2017
June 07, 2017 | Runtime: 2:54
Firms that thrive are constantly reinventing themselves to stand out. We caught up with the Legacy Practice and Emerging Practice of the Year Winners to hear more.
June 06, 2017 | Runtime: 3:52
Many advisers struggle with marketing their practice. Jonathan DeYoe explains how his firm has successfully used social media and content marketing to stand out.
June 06, 2017 | Runtime: 4:34
Finding a niche and developing that niche are two different things. RIA Paul Reid explain how he has kept his niche flourishing for decades.
June 06, 2017 | Runtime: 2:59
What are elite financial advisers doing to take their practice to the next level? Peak Advisor Alliance's Laura Pierson takes us inside the mind of top advisers.
June 04, 2017 | Runtime: 2:59
Operations teams are the unsung heros of advisory firms. This panel breaks down things they wish advisers knew.
June 04, 2017 | Runtime: 4:23
Second generation advisers can have large shoes to fill. Matt Price and Jared Keller offer their insights on what it's like working with their parents.
June 03, 2017 | Runtime: 3:03
Being female in the financial services industry can definitely have its advantages. Brook Thompson of Carson Wealth explains their new women's initiative.
June 06, 2017 | Runtime: 3:26
Welcome to the Whiparound. RIA Scott Brown ofers thoughts on become more planning-centric and positioning your firm for success in the future.
June 05, 2017 | Runtime: 5:52
What does football have to do with financial advice and running a great practice? ESPN's Kirk Herbstreit offers some insights, plus his predictions for the 2017 college football season.
June 04, 2017 | Runtime: 5:08
A lot of advisers continue to struggle with succession planning. Michael David and David McMenamin explain how they worked together to build a successful succession strategy.