Peak Advisor Alliance - Blog (Entries tagged as peak advisor alliance)

How Can Peak Advisor Alliance Help You?

nospam@example.com (Peak Advisor Alliance) — Fri, 15 Jun 2012 09:35:00 -0500

Here's how our member, Tom Vilord, explains how we help him. Tom has been a member since 2011.

Prior to joining Peak Advisor Alliance, I had absolutely no marketing plan other than crossing my fingers and hoping old prospects would take my call and eventually meet with me. Once I finally got in front of a prospect, I was an average salesman at best. I didn’t ask enough questions, I didn’t ask the right questions, and I did not have a system on how to close a prospect. My follow-up was unorganized. My system and software for creating a financial plan did not exist and my presentation of the financial plan was about as sexy as socks on a rooster.

Since joining Peak Advisor Alliance, my business has increased 108% in just one year. My office is now close to being 100% systematized thanks to the Peak method of hiring a full-time assistant. The one thing I value the most about Peak is that I finally have (for the first time in my career) an organized method of cultivating a consistent flow of QUALIFIED prospects and a consistent method of bringing on new A+ clients and A+ referrals. I am now in control of every meeting and my closing ratio has been pretty close to 100%. My productivity and efficiency has increased in ways I could only dream of.

It’s very exciting coming into the office everyday knowing that I finally have a system in place that will help me achieve all of my business and personal goals.

Are you ready to be excited about your work again and able to achieve your business and personal goals? Then give us a call at (800) 514-9116.

Would You Like to Transform Your Life?

nospam@example.com (Peak Advisor Alliance) — Tue, 31 Jan 2012 09:52:00 -0600

Here’s how the life of member Eric Shore, Shore Wealth Management in Danville, Illinois, has been transformed by partnering with Peak Advisor Alliance.

For almost two decades we have had the opportunity to work with incredible families. These families have been our motivation to improve, learn, grow, and become more efficient as they entrust us to work as their family’s CFO.

This is the reason we decided to join the Peak Advisor Alliance and, specifically, the coaching program. From the onset, our relationship with Peak Advisor Alliance did all the things you would expect. We installed more systems and processes that created a better client experience. Our communication with our clients and our team improved. Our coach Greg Opitz helped us describe our comprehensive approach to planning and money management and helped us build a brand that truly represents what we do. We now have a more robust marketing plan that I believe will keep us focused on identifying those families that have similar values, goals, and concerns as the valued clients we have served over the years. Each of these benefits adds great value to our practice, but the true value of the program was what I didn’t expect.

As we started the program, I took the guidance from Peak Advisor Alliance and spent a lot of time on the Blueprinting process. I really took inventory of where I was, what was truly important to me, and where I wanted to go with my business life, personal life, and service life. This time has paid many dividends. Yes, our revenues went up last year and I am very thankful, but these are a few of the things that I am most proud. I spent a lot more time with my family. Some of that time was spent during additional vacations or getaway weekends, but most of it was prioritizing breakfast and dinners at the dining room table. I lost 60 pounds and now control my blood pressure through diet and exercise rather than medication. I believe I have made a significant impact with two organizations that are important to my wife and me. The impact was not just from financial gifts, but also from the allocation of time and sharing of talents and ideas. Since the program is holistic in nature, I feel I am communicating at a much higher level with our clients and am now able to provide more focused solutions.

I think the information and guidance I received from Peak Advisor Alliance has helped me improve every aspect of my life.

Ready to transform your life like Eric did? Then take the first step and call Peak Advisor Alliance today at (800) 514-9116.

Does Your Network Work This Fast?

nospam@example.com (Peak Advisor Alliance) — Tue, 03 Jan 2012 13:40:11 -0600

On December 28, one of our Peak Advisor Alliance members was notified by an affiliated CPA that a client needed to set up a Solo 401k by December 31. To expedite the process, our member went to our private message board and asked the membership who were their favorite Solo 401k providers. Within 24 hours, he had four responses and he was on his way.

That's the power of the country's largest network of financial advisors headed by the country's #1 independent financial advisor, Ron Carson.

If you're looking to save time and tap into the brain power of hundreds of the country's top financial advisors, then call us now at (800) 514-9116 and learn how you can become a member of our practice management Resource Center or our financial advisor Coaching Program.

Our Members Tell Us How We Have Changed Their Business

nospam@example.com (Peak Advisor Alliance) — Tue, 08 Nov 2011 12:39:00 -0600

28 Members Tell Us How Peak Advisor Alliance Has Changed Their Business
(We Can Change Yours, Too!)

If these testimonials resonate with you, please call us at (800) 514-9116 and let’s discuss how we can speed up your success.

1. Being a member of Peak Advisor Alliance is a significant part of my personal and professional life and has provided me with a rudder in both areas.
Don Rich, Wealth Advisor
Kalispell, MT

2. The program has transformed the way I think and run my business.
Mike McGervey, President
North Canton, OH

3. We are on track to doubling our revenue in two years. We would have not been able to do this without Peak Advisor Alliance and our coach, James.
Rob Koczent, Vice President & Director of Financial Services
Geneva, NY

4. Peak Advisor Alliance holds me to a higher standard than any other organization of which I am associated. They are interested in helping me to be the best advisor I can be for the benefit of my clients.
Brian Ursu, President
Traverse City, MI

5. Having been involved with Peak Advisor Alliance for six years, I cannot imagine being in this business without them.
Mike Poland, Founder & President
Norton Shore, MI

6. In a world of continuous change, Peak Advisor Alliance grounds you and helps you plan for success. The Excell Meetings truly bring the best of the best ideas that will, no doubt, "Excell" your business significantly.
Kelly Campbell, President
Fairfax, VA

7. Peak Advisor Alliance is truly a community sharing ideas and offering advice.
Patrick Wallace, Founder & Wealth Advisor
Fort Worth, TX

8. The two Excell Meetings I attend each year are, by far, the two most important meetings I go to. They help refuel the fire and the motivation, they provide great ideas, and just give me a platform to help build and improve my business. The other thing the meeting provides is networking with other advisors. I have several colleagues that help challenge me and provide camaraderie for me.
Hal Otey, Founder & Owner
Memphis, TN

9. If you're a new or experienced person to the financial services industry, the "Peak" experience will get you to the next level faster!
Chuck Morris, CEO
Irvine, CA

10. The community and best practices are excellent and priceless.
Kyle Schiffler, Retirement Planning Specialist
Minneapolis, MN

11. The power of information, exciting motivation, and stimulating networking sessions with colleagues provide the components for success for all. The web site is fantastic!
Jimmy Williams, Founder
McAlester, OK

12. This is truly a unique program. A diverse group of entrepreneurs are committed to learn from and help each other (without the egos) knowing that the sum is greater than its parts.
Scott Pyle, CLU, ChFC
Irvine, CA

13. The best in the coaching business.
Marcy Haines, Investment Advisor Representative
Baker City, OR

14. Peak continues to give me the tools and, more importantly, the confidence to help my clients achieve their goals.
Dave Perry, Registered Principal
Seal Beach, CA

15. The Excell Meeting is a great opportunity to network with the best advisors in the country. The open discussion of ideas is unmatched by any other conference I have attended.
Trent Bradshaw, CERTIFIED FINANCIAL PLANNER™
Salisbury, NC

16. A fantastic program that helps you serve your clients better, improve your quality of life, and helps grow your practice.
Jim Parks, President & Wealth Manager
Ridgewood, NJ

17. For 10 years, I was stuck at $500,000 to $600,000 gross. I didn't know how to take the business to the next level. Now I know and I feel like a sleeping giant that has been awakened.
Nick Callesen, Registered Principal & Investment Consultant
Manistee, MI

18. Peak Advisor Alliance can change your practice and your life.
Dan Saur, Financial Advisor
Dallas, TX

19. Great program. I would, and do, recommend this program to others.
Mike Piershale, President
Crystal Lake, IL

20. I thought the networking at the Excell Meeting was like a family.
Greg Farrall, President
Valparaiso, IN

21. Peak Advisor Alliance has given me an opportunity to not only measure my own failures and successes, but also gives me the platform to share those failures and successes with other advisors and receive feedback from those advisors.
Keith Dumas, Wealth Manager
Clarksburg, WV

22. Nearly seven years and I'm still learning.
David Littlejohn, Investment Manager
Roseburg, OR

23. Peak Advisor Alliance provides the tools and community to help you move your practice to the next level.
Kirk Tushaus, President
Scottsdale, AZ

24. Wonderful relationships are developed at the Excell Meeting.
Leo Lapito, Owner & Financial Advisor
Billings, MT

25. I've been a member since 2007 and I've never left a meeting without at least one good idea that helped my practice.
Brad Harris, Chartered Financial Consultant
Overland Park, KS

26. I was a disorganized, unfocused mess prior to my affiliation with Peak Advisor Alliance. Through the program, and those I spoke with at the Excell Meeting, I've found a way to channel my energy efficiently and those efficiencies have created more confidence than I've ever had. I'm so pumped for the growth that lies ahead!
Davis Smith, Vice President Investments
Lancaster, PA

27. I believe if you truly want to grow your practice and create a value-centric relationship with your clients and your staff, Peak Advisor Alliance is your answer.
David Swenson, President of Institutional Services
Denver, CO

28. These guys get it. They want to give you all the tools to succeed in business and life.
Steve Chantler, Advisor
Wilmington, DE