Free Resources

Peak Advisor Alliance is committed to helping you build a more successful business and helping you improve your quality of life. We realize that not every advisor will be a fit for one of our programs so we decided to make available—for free—several of our tools. We believe that what goes around, comes around and by helping you, we’ll make the industry stronger, which, ultimately, will benefit everybody. You are free to use these tools for your personal use. We ask only that you not alter the files, claim them as your own work, or charge for their use.

So enjoy!

Audio

Matt Ackermann interviews Ron Carson and three successful Peak Advisor Alliance members, Dave Bahnick, Brion Harris, and Darren Oglesby, about building your business in a difficult climate, and getting and keeping your top five clients. Matt also shares some tips about what journalists are looking for during interviews.

Financial Planning Magazine Panel

Tools

6 Most Important and Vital One™

Time is one of your most important assets. Use this simple, yet extremely effective, time management tool to literally add two hours to your day.

6 Most Important and Vital One™.mp3 (3 minutes) - Listen to the audio explanation

Sample Systems Checklist

Prospect Initial Contact Checklist. You will use this system once initial contact with a prospect has occurred.

Article

Simple Power Phrases That Turn Prospects Into Clients
Steve Sanduski, the Prosperous Advisor, says advisors should use the English language in inspirational ways to motivate prospects and get them off the fence to become a client. He’s not talking about slick manipulation but about choosing your words carefully so you succinctly impart your message and create a positive feeling and mental picture in your prospect’s mind.

China’s Impact on the World Stage -- Part III
From the 1960s to the 1980s, Japan was on a roll. They had one of the highest economic growth rates in the world. Their manufacturing prowess grew to be the envy of the world. Their stock market soared 373 percent between 1980 and its peak in 1989. And, like China today, there were predictions that Japan would overtake the United States as the largest economy in the world. But, as The Prosperous Advisor Steve Sanduski points out, times sure have changed.