GET TO THE HIGH GROUND

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1 GET TO THE HIGH GROUND Build your practice and reach heights you never thought possible, using tools, ideas and strategies created by reps, for reps.

2 It s Not Me, It s You... Chances are you re reading this for a reason. Something s on your mind concerning your future. Maybe you re not completely satisfied with your current broker dealer. The truth hurts, but so does continuing down the wrong path. Maybe... it s just time to move on. But breaking up is hard, so we ve went ahead and written the letter for you. Remember, its them - not you. Dear Broker-Dealer, Look, we need to talk. This isn t easy to say since we ve been together for so long, but we need to break up. I d love to say it s not you, it s me, but it s totally you. I need room to breathe. The cuts on my commissions are suffocating me. Truth be told, your current culture makes me feel like you re more interested in your bottom line than helping me grow my practice. I m not even sure if your managing partners can relate to an active producer in the field anymore. I need a broker dealer that has the reps best interest at heart. I m switching to Peak Brokerage Services because they try new things, while you re stuck in your ways. They have high payouts, are rep-owned, have a profit participation plan, and offer proven marketing strategies created by reps that are actually using them. Simply put, my hard work will no longer pad your pockets. So that s it, we re done. Don t call me, I won t call you. Your happy ex, (Your Name Here) 1

3 Where To Begin Ah, now you re free. You re back in the market, ready to find a broker dealer that s right for you. But how do you know which one is the one? Start by asking yourself these 3 crucial questions: 1. Will this broker dealer give me top payouts? Peak was created when a group of top producers grew tired of a culture where their ideas didn t matter. This particular group happened to be the largest producing group at their broker dealer. They were willing to share their knowledge, but many of their ideas fell on deaf ears. At Peak, every rep and every voice matters. At Peak, we have an entrepreneurial spirit where reps encourage and assist other reps to achieve their full potential. Every Peak rep should know that their ideas matter. 2. Will this broker dealer help take my practice to the next level with field-tested marketing ideas and strategies? Peak has a unique advantage in that it is managed by a team of partners who are in the trenches just like you. These managers are top producers at their former broker-dealer and have developed proven marketing programs, ranging from Social Security to Radio and Seminar marketing. They continue to use these successful marketing strategies to build their practices, and by joining Peak, you have the opportunity to learn from the best. 3. Does this broker dealer have a for rep, by rep culture? Payouts at Peak are designed to be some of the most competitive in the industry. If you qualify as an OSJ or Division Manager, you have the flexibility to create your own payout structure. Additionally, we understand the importance of getting paid correctly and in a timely manner. With our commission department being powered through the advanced technology of Jaccomo, reps can be assured that every commission is paid out quickly and accurately, and you re not left wondering how much of YOUR money you never received. 2

4 Our Approach We encourage free-thinking and collaboration. We ve always found that the collective energy of a group enhances each member of that group. The vision of Peak has always been to foster an environment that helps financial planners achieve their greatest potential. 1. Rep-Owned Brokerage At Peak our mission is to prove to you day in and day out that we are here to help you grow your business. Our goal is to exceed your expectations. In order for any broker dealer to accomplish this, it needs to know what you as a rep are going through. At Peak we exist for reps and are owned by reps. We have been, and still are, in your shoes. We know what you are dealing with on a daily basis, and more importantly, we can enhance and improve the issues that matter the most to you. 2. Business Building Marketing Most broker dealers have what we call an Oh, By The Way marketing program. That means, Oh, by the way, we have marketing stuff. We can help you print business cards or send you some letterhead. Maybe even frame some pictures for you! At Peak, we have reps with proven marketing strategies. These are marketing strategies that have raised millions of dollars in client assets. These reps are owners of Peak, and therefore, recognize the importance of sharing their ideas with the Peak family. If you grow, they grow. 3. Profit Sharing The concept of a team sharing in the profits of a collective group effort is by no means new. What s weird is that profit sharing in the investment world is pretty rare. At Peak, we believe that having a rep share in the success that they help create is a must. Trophies, yearbooks, pens and jackets are nice. However, at Peak, we would rather see a rep gain clients, and then share in the revenue generated from the efforts of gaining those new clients. 3

5 Our Services As a broker dealer, Peak strives to consistently embrace new technology and be the leader in efficient and optimal client management. Many broker dealers try and bring everything in house, often times finding that their home grown systems are not competitive. At Peak, we have strategic partners that focus on what they do best. Whether that s commission software, client management tools or marketing strategies Peak has focused on trying to create an ALL STAR team of wealth management professionals. Proven Marketing Strategies Our marketing department is not just printing business cards and sending flyers. We help you evolve your brand by addressing your target market with messaging that converts them not only into clients, but more importantly, positions them as advocates. Advanced Technology Customer Relation Management - ADVYZON allows reps to run their business on a single platform. Client management, portfolio management, performance reporting, data aggregation and business intelligence; it does it all. Securities Operation Tech - JACCAMO is an advanced commission system that offers premier data integration, commission accounting and compliance solutions. Document Retention - DOCUPAGE is system that allows for a streamlined approach for maintaining client documents, helping reps automate the paperwork process. Clearing - RAYMOND JAMES provides everything you need to gain a competitive advantage including world-class research, state-of-the-art technology, a full range of programs and services, and superior support. 4

6 Strategic Partners Marketing can be an overwhelming process. Some of the most successful firms don t reinvent the wheel, rather they take proven lead strategies and apply them to their own business model. The Financial Guys MASTER THE MEDIA - By dominating your hometown market. Find out how the Financial Guys have consistently been on their hometown TV and radio news stations. Learn how to leverage the media, giving you the credibility to grow your practice. Discover how the Financial Guys have turned a weekend financial radio show into a local must hear event, driving in $20 to $40 million in new client assets per year. The Retirement Guys SEMINAR MARKETING THAT WORKS - Even with advancing technologies, the public seminar remains the quickest and most direct way to get in front of qualified prospects who have money to invest. Make their system your own with a full Power Point presentation, seminar script and DVD of the Retirement Guys speaking in front of a live audience. The Retirement Guys will teach you everything from how to set up the room to who turns out the lights. The College Planning Guys College planning is a big issue with many families. The College Planning Guys have helped many families find clarity in the college planning decision process. Learn how these guys use this process to generate revenue to their practice by doing college planning reviews. The Social Security Guys ADVANCED SOCIAL SECURITY TRAINING - There are 10,000 baby boomers retiring every day in this country. Learn how to create a prospecting system where you are paid by quality leads, before even addressing their wealth management needs. Take advantage of one of the most popular retirement planning topics today by prospecting in the retiree market. 5 Securities offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. None of the named entities are affiliated with Peak Brokerage Services, LLC.

7 Who We Are If you re like us, you are working hard to build your business to create the kind of life you and your family have always dreamed of. We believe you should have access to the best tools, ideas and strategies to help you reach your goals. Together we can reach new heights and ultimately get to the top. PEAK was originally founded in 2009 by Allan Harkness with the formation as an independent Registered Investment Advisor; as a natural outgrowth of this successful firm, Peak Brokerage Services was formed in 2011 as an independent Broker/Dealer. Opportunities for expansion arose along the way when Allan met Glenn Wiggle, Mike Lomas, Glen Mc- Crary, Mark Clair, Nolan Baker, Dan Neiman and Greg Nelson; individually all of these members of Peak are top producers in their own right, and as the leadership of Peak, they share a passion for excellence and are committed to the success of every member of the PEAK team. Together they have built on the framework of PEAK to position us as a premier provider of financial services within the industry, both to our Representatives and the clients that they serve. When we started thinking about why we would start our own broker-dealer, we were motivated by the idea of creating the type of business culture that we were lacking - a company owned by the reps and truly for the reps. We have a clear understanding of what the most important things are to financial representatives in building their businesses, since we ourselves continue to be in that very process. Glenn Wiggle and Mike Lomas have been known as The Financial Guys for over fifteen years, are local radio celebrities and have built a very successful business in the Buffalo New York area. They in turn, inspired Mark Clair and Nolan Baker to create The Retirement Guys in the Toledo, Ohio area. Mark and Nolan are also radio personalities and have been columnists for the local Toledo newspaper for over five years. They have created marketing strategies and ideas now used by representatives in different parts of the country. Glen McRary has been a key player in the formation and development of the broker-dealers with which he has previously served. Over the course of his 20+ year career in the financial services business he has held various positions including Executive Vice President, Chief Business Development Officer, Chief Compliance Officer, Chief Operating Officer and Chief Financial Officer. With nearly every organization with which he has been affiliated he has maintained the position of top producing recruiter year after year. Greg Nelson has been a top producer and has written his own retirement planning software that dramatically helped grow his business. He is currently developing the software into a web-based program to help other Peak reps reach their production goals. Dan Neiman s expertise includes business operations, budgeting, managing representative client relationships, and public relations through both regional and national media outlets. Dan manages client accounts in both strategic and tactical portfolios, utilizing mutual funds, ETF s and equities. 6

8 US HIGHWAY ONE SUITE E 205 PALM BEACH GARDENS, FL Securities offered through Peak Brokerage Services, LLC, Member FINRA/SIPC/MSRB

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