Peak Advisor Alliance works with financial advisors who are committed to building stronger businesses, providing better client service, and living a principled and fulfilled life. In fact, more than 20 percent of the top 100 independent financial advisors in the country trace their roots as a Peak Advisor Alliance member, according to Registered Rep magazine’s 2010 ranking.
Known as the “Advisor’s Advisor,” Peak Advisor Alliance is the only coaching and resource program in the country that is headed by a $10 million producing financial advisor. And it’s not just Ron Carson’s success that makes the company unique. After having worked with thousands of successful advisors over the years, Peak Advisor Alliance has the strategies and tools that can help advisors reach their peaks based on where they are in their practice today.
Peak Advisor Alliance offers advisors the best of both worlds—real-time, Tested-In-The-Trenches advice from one of the country’s top producers plus the accumulated wisdom of thousands of successful advisors. No other firm can offer that powerful combination.
To support financial advisors, Peak Advisor Alliance is built around three core concepts.
1. Coaching: One-on-one and group coaching support delivered by caring, experienced coaches that addresses the specific needs of our members.
2. Content: Multi-media delivery of detailed Tested-in-the-Trenches resources, strategies, systems and tool-kits for financial members.
3. Community: An unparalleled network of unique individuals, all with something to share, all with a strong desire to connect with other professionals and to learn from and support each other.
Our Mission
We enhance the lives of advisors and the families they serve through inspiration, innovation, and implementation.
Advisors’ Marketing Priorities and Social Media Concerns Revealed (June 2011)
PEAK Re-brands As Peak Advisor Alliance (January 2011)
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Peak Advisor Alliance welcomes inquiries from the media and we have industry experts who can speak on a wide variety of topics.
Please contact Jason Lahita at Cognito Media at (310) 246-9543 or Jason.lahita@cognitomedia.com to learn more.