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.

Vickie Seitner and Scott Wood will be responsible for advising members on day-to-day practice management issues, helping Peak Advisor Alliance advisors to grow and improve their businesses, and add value to existing client relationships.      

Seitner has over 18 years of experience in management and consulting. Prior to joining Peak Advisor Alliance, she founded her own coaching company where she provided professional, career transition, and personal development coaching to individuals at all levels. Additionally, Seitner spent over 10 years in human resources at Charles Schwab where she was responsible for hiring, training, and managing new employees. She became an accredited Coach through the International Coach Federation (ICF) and is an active member of the Society for Industrial and Organizational Psychology, Inc. (SIOP), the Human Resource Association of the Midlands (HRAM), the Society for Human Resource Management (SHRM), the Psychological Association (APA), and the International Coach Federation (ICF).  Seitner earned her Master of Science in Industrial/Organizational Psychology and her Bachelor of Arts from the University of Nebraska at Omaha.

Wood has over 20 years of experience in financial services, working closely with Mutual of Omaha’s registered representatives and financial advisors to build their businesses with a focus on asset allocation analysis and fee-based transitions. He has extensive experience in coaching and training advisors in areas including presentation skills, sales concepts, accumulation and distribution strategies, relationship management, marketing, and value positioning. He has earned two designations from the College for Financial Planning and holds Series 6, 63, 65, 26 & 51 securities licenses. Wood earned a Bachelor of Science in Business Administration with an emphasis in Marketing from the University of Nebraska at Kearney.  

“With their extensive industry experience and knowledge, we are thrilled to have Vickie and Scott join the Peak Advisor Alliance team,” said Steve Sanduski, Managing Partner. “Both are committed to our advisor members, working with them to identify the visions that move clients to action, communicate their value, and implement formal processes in everyday business.”


Read this article from Registered Rep magazine featuring Vickie and Scott.

Read Steve Sanduski’s latest article, for Financial Planning magazine’s The Prosperous Advisor, Is Success as Simple as Copying What Other Successful People Do?

Forget reinventing the wheel. Just copy what other top producers are doing. Better yet, hire a coach who has already identified those “best practices” and then pay them a fee to share the ideas and hold you accountable for implementing them. Is that really the key to success as an advisor?

Check out Steve Sanduski’s latest post, How to Talk to Clients About the Japanese "Black Swan" Event, from Financial Planning magazine’s The Prosperous Advisor.

This article includes talking points you can use in conversations with clients and prospects, the media, or, shape them into a letter or blog post. They’re based on a letter Peak Advisor Alliance coaching program and resource center members received and were able to send to their clients and prospects.