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

Quote of the Day

October 14, 2013

“If a good friend bumps into you it’s an accident. When a perceived enemy bumps into you, it’s an act of war.” – Peter Montoya


Quote of the Day

September 30, 2013

“Let emotion fuel your passion but drive your decisions with reason.” – Peter Montoya

Quote of the Da…

September 16, 2013

Quote of the Day

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

“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:

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:

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 ( – 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?

Look how cool someone else thinks I am.

March 17, 2011

Look how cool someone else thinks I am.


It’s not just my Mom and I saying so!