“Our vision is a better world through the way people use money and the way advisors work. We’ve been loyal to that vision for 32 years, and I think that’s why these awards confirm we’re on the right track,” Frances stated.
He also emphasised the company’s focus on creating a distraction-free environment for advisors. “Advisors know our only focus is to help them be the best for their clients,” he explained.
Robert Ruffolo, vice-president of Business Development, highlighted the company’s infrastructure, which prioritises advisor independence and operational efficiency.
“We’ve built a stable business model that allows advisors to work without the pressure of imposed targets or proprietary products. This independence means advisors can choose the best solutions for their clients,” Ruffolo noted.
He also detailed PEAK’s investment in technology, which reduces administrative work for advisors by up to 200 hours annually, enabling them to dedicate more time to clients.
