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