Archive for the ‘Peter’s Thoughts, Updates & Announcements’ Category

Quote of the Da…

September 16, 2013

Quote of the Day

“People rarely truly appreciate or respect what they do not earn.” – Peter Montoya

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“Being successf…

August 8, 2013

“Being successful is easy, becoming successful is hard.” – Peter Montoya

Join me for a free webinar January 25th

January 12, 2012

I’m pleased to be joining forces with Ron Carson, of Peak Advisor Alliance, for a special free webinar event on Wednesday, January 25th at 2pm EST / 11am PST. We’ll be discussing some of the issues that face today’s Advisors, including …

  • What are some strategies for advisors to develop a brand
    that attracts new clients?
  • How involved should advisors become in social media?
  • How important is it for advisors to have a sound investment
    management process?

I hope you’ll join us! Here are the details:

Conversations With the Masters:
Ron Carson and Peter Montoya

Join industry superstars Ron Carson and Peter Montoya as they discuss the hot issues that affect advisors today from the unique perspective that only they can bring.

Please join us for this FREE webinar!
Wednesday, January 25, 2012
2:00 p.m. ET
Click here to register.

RON CARSON is Founder and CEO of Carson Wealth Management Group, a comprehensive wealth planning firm, and founder of Peak Advisor Alliance, a coaching and resource program for financial advisors, both based in Omaha, Nebraska. With over 25 years of experience and more than $3 billion in assets under management, Ron is one of the country’s most successful and respected advisors. Barron’s magazine has ranked Ron one of the nation’s top advisors for the last five years. Registered Rep magazine chose Ron as the number one independent advisor in the country for the fourth year in a row. In addition to his planning practice, Ron is recognized as one of the country’s top trainers for financial advisors. He has spoken to audiences worldwide and shared the success principles documented in his book, Tested in the Trenches, co-authored with Steve Sanduski. Most recently, Ron co-authored with Steve, the New York Times best-selling book, Avalanche and the Blueprinting exercises that go with it. Together, these tools help advisors learn how to clarify their mission, vision, and values and create a life lived by design, not default.

PETER MONTOYA has led, since 1997, the only Advertising Agency specializing in Financial Service Professionals. In the last 15 years Peter has delivered over 1,500 presentations to Financial Advisors, developed more than 5,000 custom marketing plans, authored 3 best-selling books and is the father of two children … and he has just survived his one millionth mile on United Airlines. Obviously, Peter is committed to the success of his clients.To this end, he recently introduced the ultimate advertising compliance solution, “MarketingLibrary,” which is revolutionizing the way Financial Advisors interact with their compliance officers, including the benefit of compliance pre-approval. Just one more way Peter is working to transform the way we do business.

The Efficient CEO

September 8, 2011

I’m honored today to be featured in a post on Richard D. Walker’s Blog (The Efficient CEO).

Take a look: http://tinyurl.com/effceo

The value of small gestures

August 25, 2011

I recently made a small gesture. The kind I often make when doing business. The kind I recommend that others make as well.

In fact, I’ve been recommending this for years.

Today, I see one of my gestures just became the subject of a flattering blog post. Another, unexpected, payoff of the small gesture – and a great way for me to illustrate the value of what I’ve been recommending all along …

Read the post here: http://www.efficienttech.com/blog/2011/08/a-classy-referral-response/

SoCal Resource to Outsource Your Marketing

August 15, 2011

I frequently get asked for good people to help in marketing and wanted to pass along the information on someone who is not only good, but also knows the industry. Angela York (angelayork.com) – she specializes in marketing and events and her tag line “When details matter” speaks to the heart of what this specialized industry needs – focused, detail-oriented service. Located in Orange County, California she works with financial service firms across the country assisting with everything from operations and HR to internal and external communications. If you have marketing projects that aren’t getting done and you need someone to pick up the ball who is already running, consider Angela.

36% of investors polled aren’t impressed

April 25, 2011

36% of investors polled aren’t impressed with their firms’ service and may move their assets. Are you doing enough? tinyurl.com/3vge8zg

Look how cool someone else thinks I am.

March 17, 2011

Look how cool someone else thinks I am.

http://www.tinyurl.com/4azbcc9

See?

It’s not just my Mom and I saying so!

 

THOUGHTS ON LOVE & MARRIAGE

February 23, 2011

Sage advice from the planets wisest people…our children

9. HOW DO YOU DECIDE WHO TO MARRY?
You got to find somebody who likes the same stuff. Like, if you like sports, she should like it that you like sports, and she should keep the chips and dip coming.
— Alan, age 10
-No person really decides before they grow up who they’re going to marry. God decides it all way before, and you get to find out later who you’re stuck with.
— Kristen, age 10

8. WHAT IS THE RIGHT AGE TO GET MARRIED?
Twenty-three is the best age because you know the person FOREVER by then.
— Camille, age 10

7. HOW CAN A STRANGER TELL IF TWO PEOPLE ARE MARRIED?
You might have to guess, based on whether they seem to be yelling at the same kids.
— Derrick, age 8

6. WHAT DO YOU THINK YOUR MOM AND DAD HAVE IN COMMON?
Both don’t want any more kids.
— Lori, age 8

5. WHAT DO MOST PEOPLE DO ON A DATE?
-Dates are for having fun, and people should use them to get to know each other. Even boys have something to say if you listen long enough.
— Lynnette, age 8
-On the first date, they just tell each other lies and that usually gets them interested enough to go for a second date.
— Martin, age 10

4. WHEN IS IT OKAY TO KISS SOMEONE?
-When they’re rich.
— Pam, age 7
-The law says you have to be eighteen, so I wouldn’t want to mess with that.
– – Curt, age 7
-The rule goes like this: If you kiss someone, then you should marry them and have kids with them. It’s the right thing to do.
– – Howard, age 8

3. IS IT BETTER TO BE SINGLE OR MARRIED?
It’s better for girls to be single but not for boys. Boys need someone to clean up after them.
— Anita, age 9

2. HOW WOULD THE WORLD BE DIFFERENT IF PEOPLE DIDN’T GET MARRIED?
There sure would be a lot of kids to explain, wouldn’t there?
— Kelvin, age 8

And the #1 Favorite is…….

1. HOW WOULD YOU MAKE A MARRIAGE WORK?
Tell your wife that she looks pretty, even if she looks like a dump truck.
— Ricky, age 10

Inventor of Ugg boots only gets 3 pairs

February 22, 2011

Inventor of Ugg boots only gets 3 pairs of shoes per year??? Read the amazing story here: http://ow.ly/40GLw