Achieving the three pillars to become a member of the Triangle Team has its advantages. One of the exclusive benefits is access to the Peak Performance Workshops with Frank Maselli, Ph.D. and sponsored by White Glove. 

On February 8th, Triangle Team members will learn innovative strategies to distinguish themselves in a competitive financial advisory market and delve into the essential skills that elevate financial advisors to unprecedented heights. This is the first of two workshops for Triangle Team in 2024.

If you are a Triangle Team member, you received your special invitation to register for the Peak Performance workshop. If you are not a Triangle Team member and want to learn more about how to get access to this workshop and other perks, contact Emily Cabbage, Senior Director of Membership.