Peter Montoya
One of the most sought-after and versatile speakers in industry, Peter Montoya has prepared five unique, focused presentations geared toward helping financial service professionals learn to successfully grow their practices, attract and retain clients. With actionable ideas and realistic methods, he demonstrates how to simply and efficiently make use of new technologies, systems and practices to measurably increase production.
To uncover the secrets of the most elite professionals in the business, Peter carefully interviewed and researched his million-dollar clients, then compiled his findings into these engaging presentations. He openly shares marketing tools, techniques, tips and money-making strategies any financial service professional can use to build a multi-million dollar practice.Attendees walk away armed with a system to help them not only survive, but thrive in today's volatile marketplace.
Real tools for the real world
Whereas many speakers talk of grand ideas, often they are too complicated, expensive or time-consuming to be useful in the real world. Peter Montoya's acclaimed presentations reveal step-by-step process and simple, effective concepts that financial service professionals can put to good use - simply and immediately.
Focused, industry-specific concepts
The financial services industry is unique, with its own particular challenges and pitfalls. There are complex processes inherent to the industry, specific requirements and limitations ... and let's not forget - compliance. Generic motivational or sales presentations simply can't offer the focused knowledge required to grow and maintain a successful financial practice. Only an expert in the industry can provide the specialized tools and information that will truly give financial service professionals the edge they need to thrive.
As a seasoned industry veteran, Peter knows what works ... and what doesn't. While some presenters hand down marketing and branding theories from an ivory tower, Peter has spent years "in the trenches." He runs the only advertising and marketing agency in America that caters solely to financial service professionals, and he has been in close contact with over 2,500 individual clients. He doesn't work with Realtors, he doesn't train doctors ... he specializes in the needs of financial professionals.
A reason to attend
As the most recognized and sought after business development and marketing authority in the industry, Peter Montoya has instructed and inspired attendees at more than 1,000 presentations in the last decade and logged over one million flight miles. Peter has become one of the most widely recognized speakers in the industry. This recognition translates into demand-the kind that measurably increases seminar turn-out.
One of the most sought-after and versatile speakers in industry, Peter Montoya has prepared five unique, focused presentations geared toward helping financial service professionals learn to successfully grow their practices, attract and retain clients. With actionable ideas and realistic methods, he demonstrates how to simply and efficiently make use of new technologies, systems and practices to measurably increase production.
To uncover the secrets of the most elite professionals in the business, Peter carefully interviewed and researched his million-dollar clients, then compiled his findings into these engaging presentations. He openly shares marketing tools, techniques, tips and money-making strategies any financial service professional can use to build a multi-million dollar practice.Attendees walk away armed with a system to help them not only survive, but thrive in today's volatile marketplace.
Real tools for the real world
Whereas many speakers talk of grand ideas, often they are too complicated, expensive or time-consuming to be useful in the real world. Peter Montoya's acclaimed presentations reveal step-by-step process and simple, effective concepts that financial service professionals can put to good use - simply and immediately.
Focused, industry-specific concepts
The financial services industry is unique, with its own particular challenges and pitfalls. There are complex processes inherent to the industry, specific requirements and limitations ... and let's not forget - compliance. Generic motivational or sales presentations simply can't offer the focused knowledge required to grow and maintain a successful financial practice. Only an expert in the industry can provide the specialized tools and information that will truly give financial service professionals the edge they need to thrive.
As a seasoned industry veteran, Peter knows what works ... and what doesn't. While some presenters hand down marketing and branding theories from an ivory tower, Peter has spent years "in the trenches." He runs the only advertising and marketing agency in America that caters solely to financial service professionals, and he has been in close contact with over 2,500 individual clients. He doesn't work with Realtors, he doesn't train doctors ... he specializes in the needs of financial professionals.
A reason to attend
As the most recognized and sought after business development and marketing authority in the industry, Peter Montoya has instructed and inspired attendees at more than 1,000 presentations in the last decade and logged over one million flight miles. Peter has become one of the most widely recognized speakers in the industry. This recognition translates into demand-the kind that measurably increases seminar turn-out.
