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You are here: Home / Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor

Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor

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Buy Plateau to Pinnacle on Amazon!


What Industry Professionals are Saying About “Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor”:

Plateau to Pinnacle will grab your attention, keep it, and teach you everything you need to know to take your business to the next level.  A must-read for all financial advisors, regardless of production level.”  —Sean M. Bailey, Editor-in-Chief, Horsesmouth

Plateau to Pinnacle is a great read!  The story captivates you from the first page to the very last page of the book and it’s a story every financial advisor can relate to.  The to-do list at the end of every chapter pulls the important content from the chapter for you and presents it as an easy-to-follow, step-by-step process.  the underlying message is also powerful and one we, as financial advisors, would be wise not to forget.” — Peter M. Maris, CFP, Principal and Wealth Manager, Resource Financial Group Ltd., Wilmette, IL

If you’re serious about taking your business to a new level, you have to read this book.  The story keeps you moving through the book quickly and if you take the time to develop and implement the 9 Secrets, success will be yours.” — Aimee, Senior Vice President, Ponte Vedra Beach, FL

The 9 Secrets are systems every advisor knows they should have and wishes they did have in their business.  It’s the storytelling and the way the content is presented in Plateau to Pinnacle that motivates you to actually do it.  It can be a career changing book.” — Cindy, Vice President, Financial Advisor, Chartered Retirement Planning Counselor, Visalia, CA

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Book Synopsis

Plateau to Pinnacle is a business parable for financial advisors that is both content-rich and a powerful story.  Luke is a financial advisor who’s been in the business for 10 years.  He always assumed he’d become a million-dollar producer–until he hit a perennial plateau that he seems either unwilling or unable to break through. He’s comfortable and knows he’s grown complacent until a devastating event shatters his entire world.  Feeling lost and wondering how he’ll ever recover, he’s introduced to a powerful, yet mysterious mentor, Victor Guise.

Victor teaches Luke how to systematize the important aspects of his business and together they lay the foundation he needs to reach his goals.  During the process, Luke learns much more than just business from his enigmatic mentor.  As Victor helps Luke recognize and believe in his own potential again, his business changes and in the process, so does he.

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Table of Contents for “Plateau to Pinnacle: 9 Secrets of a Million Dollar Financial Advisor”

Preface
Acknowledgments
Prologue
Chapter 1: The Meeting
Chapter 2: Getting Organized
Chapter 3: Prepare to Leverage
Chapter 4: The Art of Leverage
Chapter 5: Referrals
Chapter 6: Branding
Chapter 7: The Power of the Plan
Chapter 8: The Investment Management Process
Chapter 9: Revolutionary Prospecting
Chapter 10: Tracking
Chapter 11: Putting It All Together
Additional Resources

Coaching Overview

Coaching Overview

Client Testimonials

Client Testimonials

Buy Plateau to Pinnacle on Amazon

Buy Plateau to Pinnacle on Amazon

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Copyright 2015 Executive Transformations

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