Everybody’s different. Some advisors like to learn through reading. Some like to learn through listening. Some like to learn through group instruction. Some like to learn through
one-on-one coaching. Some like to learn by sampling what is available and then deciding what is best for them. This is where the PEAK Academy fits.
The PEAK Academy was designed by Steve
Sanduski and Ron Carson to offer advisors
a low-cost way to gain access to key strategies
and tools that can help them make significant
improvements in their businesses and their
lives. If you are not ready for full coaching,
the Academy is the next best step.
The Academy’s goal is to create
a nationwide community of dedicated wealth
managers who are focused on building their
businesses and providing advice and guidance
with the highest level of integrity, professionalism,
and respect.
The Academy believes that the financial
services industry is better served when
professionals work together for the common
good. Rather than believing in scarcity,
the PEAK Academy believes that an open
sharing of ideas among professionals is
the best way to grow the pie for everybody.
As such, the PEAK Academy serves as a
nexus to create, filter and package information
and tools and to facilitate the sharing
of best ideas among its members through
the PEAK Academy Community.
The PEAK Academy Principals have a wealth of experience to share with you.
- Managing Partner of sister company
PEAK.
- Former Vice President of Business
Development for one of the country’s
largest independent broker dealers.
- Created products and services and
implemented business development activities,
which resulted in the broker/dealer’s
assets under management growing from
$0 to $2 billion.
- Former President of startup broker
dealer, insurance agency, and SEC investment
advisory firm.
- Frequent speaker at national conferences
on topics such as business development,
marketing, and productivity enhancement.
- Published author on practice management
issues, industry trends, and advanced
investment topics.
- Former holder of Series 7, 24, 63,
and 65 licenses.
- Co-author of Tested in the Trenches.
- The #1 Rep for the country’s
largest independent broker dealer for
the past 16 years.
- Produces $5 million per year in commission
and fee income.
- President of Carson Wealth Management
Group with funds in excess of $1 billion.
- Picked by Worth Magazine as one of
the Country’s Best Financial Advisors
five times.
- Co-host of nationally syndicated
radio show “Financial Focus”
for 13 years.
- Frequent guest on CNBC’s “Power
Lunch.”
- Co-author of Tested in the Trenches
- Series 7, 24, 63, 65
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