Peak Advisor Alliance - Blog

Advice From Picasso

Several blogs ago, we shared advice from Mark Twain and TV survivalist, Bear Grylls. Today, let’s see what famed artist Pablo Picasso’s tips are for having an exciting life.

Abandoning Your Goals

So, when is the right time to give up on one of your goals? Would you say, “Never?” But wait, read this post for the author’s guidelines on when it’s okay to give up on a goal.

Ethical Decisions Take Time

If you have ethical decisions to make, be sure to not rush to make a verdict. A study from Northwestern University found that 87% of research subjects decided not to lie for self-gain if they were given three minutes to think about their choice. That in contrast to the only 56% of participants who were told to make an immediate decision.

Advice From Bear Grylls

In yesterday’s post, we shared some advice from author Mark Twain. Today, we take some advice from another interesting gentleman, television’s best-know, survivalist, Bear Grylls. Read this for Bear’s survival manual.

Advice From Mark Twain

Mark Twain was never a man with a loss of words. Read this post for some of those wise words and how they can help you live an awesome life.

Six Keys To Business Success

Read this post for six mantras to help keep you focused on your business and achieve success. The author suggests trying to keep these in mind when you have a difficult decision to make.

Obstacle or Opportunity?

In this post, watch a video where a violinist chooses not to view a ringing cell phone as an obstacle, but an opportunity to show his skill. Then ask yourself, how do you view the hurdles that occur in your life?

Parables To Help You Gain Perspective

Read this post for three parables that may help you regain some perspective on your personal and professional life.

Building Your Social Network

In this post, learn how a networking guru suggests you build your social network.

Time Spent Organizing

Should you really spend a lot of your precious time trying to get organized? According to the author of this post, no. “Instead of better tools for better organizing, people want their organization done for them.”

Myth or Reality? Work/Life Balance

What do you think? Is it possible to have balance in your professional career and your personal life? According to the author of this article, the answer is no. But find out what you can have instead.

A Lesson In Success

Read this article for a lesson in success and how that success came even through a very difficult time.

Are Your Goals Complete?

Or are they missing a key ingredient? Have you every written a well-crafted goal you thought had all the key elements and still failed to complete it? Maybe your goal was missing something. Read this post to find out what your goals might be lacking.

Key Elements To Leadership

Here’s another lesson we have learned from the extraordinary leader, Steve Jobs. It takes both passion and vision to be an outstanding leader. But you must have it in the right mix. Read this to learn more.

Would You Like to Transform Your Life?

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.