News from the Fall 2011 Excell Meeting

nospam@example.com (Peak Advisor Alliance) — Mon, 17 Oct 2011 09:20:00 -0500

Click here to view our intro video from the Fall 2011 Excell Meeting.

Click here to view our photo montage.

LPL's Biggest Advisor Rallies His Protégés Nebraska Style – Oct. 14, 2011
From RIA Biz
Ron Carson brings his Peak Advisor Alliance members to his home base of Omaha and surprises them with a famous, and local, coach.

Yield of Dreams: Peak Conference Focuses on Prospecting, Improving the Practice – Oct. 14, 2011
By Diana Britton, Registered Rep magazine
Giving away their trade secrets with competitors wasn’t an issue for the 350 or so advisors who attended the Peak Advisor Alliance conference this week in Omaha, Neb., where top FAs shared their best ideas on prospecting and improving their own practices.

Yield of Dreams: Live from Omaha: Useful Tactics for Working with the Press – Oct. 13, 2011
By Diana Britton, Registered Rep magazine
In attending the Peak Advisor Alliance (Ron Carson’s coaching program) conference in Omaha, Neb., this week, they asked me to participate in a Q&A session with Jason Lahita, head of the Los Angeles office for PR firm Cognito, to provide advisors with some do’s and don’ts on working with journalists.

From the 2011 Spring Excell Meeting

nospam@example.com (Peak Advisor Alliance) — Fri, 13 May 2011 11:02:00 -0500

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.

Peak Advisor Alliance - Blog (Entries tagged as excell)

News from the Fall 2011 Excell Meeting

From the 2011 Spring Excell Meeting