Why Us
Hit New Heights With Us
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Focus On Your Growth – Our goal is to enable your firm to reach new heights by optimizing your talent management practices and organizational design. We are independent and do not run an advisory business or asset management organization. Our sole focus is on your success.
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Industry Expertise – Our founder has two decades of financial services experience working directly with RIAs both in sales, strategy and advisor development roles. We stay current on industry human capital data and follow market trends, allowing us to deliver insights and strategies that are relevant, innovative and impactful.
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Customized, Timely Solutions – We recognize that each firm is unique. We tailor our services to meet your specific goals, challenges and timelines.
Hear Us In Action
Dimensional’s Managing Your Practice Podcast
Hear Next Peak’s founder, Cameron Logar, and her former colleagues from the Practice
Management Team at Dimensional Fund Advisors discuss most common advisor
challenges they helped firms tackle in 2024.
2024 Wrapped: Practice Management Trends That Shaped the Year -
FPA Client Experience Insights
Cameron Logar, Next Peak founder and former Regional Director of Practice
Management at Dimensional, discusses the importance of knowing your Net Promoter
Score (NPS), shares key insights on what clients value, and offers real-world strategies
for improving segmentation, communication, and service models.
FPA LIVE with Cameron Logar on the Latest Research on Client Experience -