Wealthies Circle Podcast: Reps Supporting Reps With Peak Brokerage ServicesWealthies Circle Podcast: Reps Supporting Reps With Peak Brokerage Services
Peak Brokerage Services' Michael Lomas provides insight on the firm as a “one-stop financial shop” that creates a virtually-connected atmosphere for advisors.
November 25, 2020
In this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services’ 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!
