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ADVISOR CASE STUDY


Revolutionize your practice with the  Peak Pro seminar marketing program

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Meet Ron

Ron is an advisor at an RIA specializing in helping affluent clients mitigate tax and market risk in retirement. His main goal for the upcoming year is to generate $1 million in new revenue.  Ron has done seminars in the past, and he prides himself as a strong presenter. With this in mind, he chooses Peak Pro’s seminar marketing program. Ron works closely with his Sales Development Advisor to create an annual seminar plan—conducting one seminar each month for the entire year. 

Assumptions: Laying the groundwork*

25
1.2M_NoSpace
4%
$112500

BUYING UNITS
PER SEMINAR

AVERAGE INVESTABLE ASSETS PER PROSPECT

ESTIMATED
CLOSING RATE

ESTIMATED COMMISSION PER
NEW CLIENT



*These assumptions are based on an advisor's recent seminar in Texas. Average investable assets per prospect, guaranteed booked meetings, show rate and commission potential will vary based on the seminar targeting, venue, presentation, sales process and other factors. 

One-year marketing plan & implementation

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Circle_Check Mark_BlueAnnual new revenue goal: $1M

Circle_Check Mark_BlueAverage cost per seminar (includes dinner): $10,000

Circle_Check Mark_BlueNew clients per month: 1

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Total new commission per month: $112,500

 

The bottom line

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Total new revenue: $1,350,000
Total annual seminar costs: $112,000

By implementing Peak Pro’s Roth seminar program, Ron’s return on investment is over 11x. He crushes his new revenue goal—generating $1,350,000 in total commission. 

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"We've done this for many, many years, and had a pretty good level of success doing it with very middling content. To have something as good as what Peak Pro has put together, it makes it bullet proof."

BRYAN
SENIOR WEALTH ADVISOR

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www.peakprofinancial.com
866.866.7050