It’s been a busy month for Peak Advisor Alliance in the press. The following are the articles that have been published about us or we have had published in the past month.

Articles from Financial Planning magazine About Our Spring 2011 Excell Meeting
Snapshots from the 2011 Peak Advisor Alliance Excell Meeting - May 9, 2011
Over 400 independent advisors met in Chandler, Ariz., to discuss strategies to expand their business. Check out a variety of images from the three-day event.

Why Social Media Is Essential for Advisors - May 5, 2011
“Most broker/dealers and compliance departments are terrified of social media, but advisors cannot afford to be,” Matthew Halloran, a practice management coach at Peak Advisor Alliance, said during the company’s Excell Meeting.

How Can Advisors Ask for Referrals? - May 5, 2011
Ninety percent of advisors generate business through referrals, but only 10-15% of advisors ask for referrals. What are the secrets to improving those percentages?

Advisors Worried About Marketing: Peak Advisor Alliance - May 5, 2011
Ninety percent of advisors said they aren’t doing enough to market and publicize their practice effectively, according to a survey by Peak Advisor Alliance. Most are still wary of social media.

Articles from RIA Biz About Our Spring 2011 Excell Meeting
Eavesdropping - May 6, 2011
Ron Carson gets an electric reception at his Peak Advisor Alliance event, and calms the waters surrounding his new RIA.

Articles Published by Steve Sanduski
Turn Your Knowing Into Doing and Get Results - Part 1
May 5, 2011 – Financial Planning magazine

Turn Your Knowing Into Doing and Get Results - Part 2
May 12, 2011 – Financial Planning magazine

Case Study on Revamping Your Investment Management Process
May 19, 2011 – Registered Rep magazine

Our Spring 2011 Excell Meeting has come to a close and once again it was a rousing success. We descended on sunny (not to mention HOT) Chandler, AZ late Tuesday, May 3, and spent the next three days interacting with our incredible Peak Advisor Alliance community.

Here’s what Managing Partner, Steve Sanduski had to say about the event:

“The only thing hotter than Chandler, AZ in the summertime was the Excell Meeting. With a mix of great speakers, great content, great community, great inspiration, and, yes, a little fun thrown in there, too, the Excell Meeting was a dynamic event that sparked creativity and left advisors feeling refreshed and enthused about their practice. Be sure to attend the next one on October 12-14 at the Qwest Center in the heartland of America - Omaha, Nebraska.”

Want to see what you missed? Click here for our photo montage at the event.

We were so fortunate to have Matt Ackerman, Online Managing Editor of Financial Planning magazine at the event documenting the occasion. The following are some articles you may have seen on Financial Planning magazine’s web site in the past week.

Snapshots from the 2011 Peak Advisor Alliance Excell Meeting - May 9, 2011
Over 400 independent advisors met in Chandler, Ariz., to discuss strategies to expand their business. Check out a variety of images from the three-day event.

Why Social Media Is Essential for Advisors - May 5, 2011
“Most broker/dealers and compliance departments are terrified of social media, but advisors cannot afford to be,” Matthew Halloran a practice management coach at Peak Advisor Alliance said during the company’s Excell Meeting.

How Can Advisors Ask for Referrals? - May 5, 2011
Ninety percent of advisors generate business through referrals, but only 10-15% of advisors ask for referrals. What are the secrets to improving those percentages?

Advisors Worried About Marketing: Peak Advisor Alliance - May 5, 2011
Ninety percent of advisors said they aren’t doing enough to market and publicize their practice effectively, according to a survey by Peak Advisor Alliance. Most still wary of social media.