Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice
Steve Sanduski, MBA, CFP®,has helped build three multi-million dollar businesses over the past 14 years. He is the Managing Partner of PEAK, a financial advisor coaching, software, and training company, and a frequently published author on financial and life-planning topics. Ron Carson, CFP®, CFS, ChFC,is President of Carson Wealth Management Group, a comprehensive wealth planning firm and the founder of PEAK. With over 20 years of experience and more than $1 billion in invested assets, Carson is one of the country’s most successful and respected financial advisors.