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.