PEAK APPOINTMENT PROCESS
The Peak Appointment Process consists of multiple meetings that aim to provide clients with insight and clarity in preparing for a safe, secure, and enjoyable retirement.
Appointment Prep & Meeting Documents
Prior to the 1st appointment, you will create the 1st Appointment Folder and prepare all the forms and materials you will need to conduct your multi-meeting process.
Seminar attendees will receive the folder at the dinner event. For everyone else, the folder will be sent in advance if time allows, or given to the prospective client during the first appointment.
1st Appointment Folder
The following items go inside a Peak-branded black pocket folder:
Appointment Confirm Letter (if sending prior to appointment)
Client Bill of Rights
Firm Commitments
Required Documents + Monthly Budget Sheet - What client needs to bring to the meeting.
Peak Process Brochure
Peak TriFold Brochure
2019-2025 - 5-Star Brochures
Peak Office Map (if sending prior to appointment)
Bios
Business Cards
Appointment Process Outlines
This multi-appointment process gives you and the prospective client time to get acquainted, educate them on your process, and determine if you are a good mutual fit. Each meeting builds on the next. Use the outlines to help guide you through each step. The number of appointments may vary depending on the client's situation.
Friday Call Clips
This collection of video recordings are of Dan Ahmad and Jim Files sharing their process and explaining their concepts and ideas. Please check with your broker dealer or registered investment adviser, if applicable, prior to use.