The Coaching Program

The Coaching Program

This is the complete package. It includes everything in The Resource Center — the nation’s most comprehensive web-based multi-media platform for helping financial advisors build more successful businesses—PLUS two main enhancements.

  1. A monthly one-on-one call with your coach. During these calls, you and your coach will discuss your unique situation, you'll receive advice and guidance, and you'll develop action plans to keep you on track with meeting your goals.
  2. E-mail access to your coach in between coaching calls. For those items that do not require an in-depth conversation, your coach is just an e-mail away.

Like its name implies, The Coaching Program adds a coaching component on top of The Resource Center. You receive the tools and the coach to help you follow through.

Based on the collective wisdom of Ron Carson, the entire team at Peak Advisor Alliance, and the thousands of advisors we’ve served since 1993, The Coaching Program is the premier service for advisors seeking excellence. Filled with hundreds of hours of audio, video, tools, strategies, action plans, PowerPoint marketing presentations, ghost-written marketing material, and discussions boards, The Coaching Program is designed for advisors who want access to the web-based multi-media platform and who want the support and accountability of a one-on-one coach to help them implement.

For more details, please download The Coaching Program Information Guide.

Comments from Peak Advisor Alliance Members

"I've tried all the coaching programs. Peak Advisor Alliance is the only one that starts with personal Blueprinting. Peak Advisor Alliance comes with step-by-step instructions in the box that will grow your practice while giving you back your life."

David Blaydes
President, Retirement Planners International
Naperville, Illinois

Read an article published by David in FINANCIAL ADVISOR magazine.  Read all about it here.

"I have tripled my revenue since joining Peak Advisor Alliance in 2004."

Scott Yanker
Financial Advisor
Manchester, Missouri

"Our membership in Peak Advisor Alliance has re-energized not only myself, but also my staff. Peak Advisor Alliance has revolutionized my business."

Brad Dillon
Financial Planner, Pargin & Dillon Wealth Management
Vincennes, Indiana

"Peak Advisor Alliance is the best organization I have found to provide a roadmap to organize my practice which permits me to grow while enhancing client service."

Bob Phillips
Managing Principal, Spectrum Management Group
Indianapolis, Indiana

"The Peak Advisor Alliance team and process is fantastic and well worth the investment of your time and money."

Bobby Cummings
President, Cummings Wealth Management Group
Mt. Pleasant, South Carolina

"Best practice management program created and continually improved upon by the #1 rep in the country. Committed and dedicated team that is concerned about your success."

Bryan Sweet
Investment Management Consultant, Sweet Financial Services
Fairmont, Minnesota

Congratulations to Bryan for making RESEARCH magazine's Advisor Hall of Fame!  Read all about it here.