In this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services’ owner and partner, Michael Lomas about everything from Medicare, Social Security and college planning. Mike reveals why his firm is a “one-stop financial shop” and why it resonates with the firm’s marketing, compliance, and “reps help reps” vision.
In this conversation, you’ll learn:
- Mike’s insight on Peak Reps’ as a “one-stop financial shop” that creates a virtually-connected atmosphere for advisors
- Peak Reps’ family-like approach to educate advisors to get out there and grow their practice
- How Mike’s firm uses workshops, online platforms, radio, social media, and virtual libraries to reach and train current advisors and prospects
- Mike’s take on the importance of shared knowledge and using Peak’s experts as a resource
- And more!
Tune in to find out how Peak Reps can help you develop all the knowledge you need to succeed in the industry!
Resources: WealthManagement.com | Peak Brokerage Services | Michael Lomas
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