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As President of the world's only advertising agency specializing in Financial Advisors, Peter Montoya is uniquely qualified to help you generate and maintain more business than you've ever had before.
"Since 1997, I've devoted every waking hour helping Financial Advisors understand marketing and branding. My company, Peter Montoya Inc., is the result of that passion. We give ambitious business professionals the knowledge to build brands that attract and keep clients."
Now you can tap into a knowledge base created from consulting thousands of professionals and entrepreneurs.
"We have been blessed with the opportunity to work with literally thousands of business professionals over the past eight years. We offer our clients workshops, ongoing coaching programs, private consultations and creative services – brochures, logos, web sites, and more. We've amassed volumes of branding knowledge and experience, which we translate into our work for your benefit."
Services
Peter is a nationally sought-after speaker
"I love speaking and educating. I've given thousands of speeches and training sessions over the years. It's fun, it's an adrenaline rush, and the best part is the satisfaction I get from being able to help business professionals attract the clients they want."
Peter can speak for your organization
Peter has written three books on marketing and branding for Financial Advisors
"To help Financial Advisors understand the specifics of marketing a financial services practice, I wrote three books and over 100 articles in the last eight years. While that took an enormous amount of time and energy and discipline, the countless success stories I hear make it all worthwhile."
Books and CDs
Peter created his company after learning from other masters of marketing
"My first job after graduating from the University of California at Irvine was with a nationally recognized sales trainer. I spent five years living in 25 different cities, and conducted 2,000 training sessions. From there, I went to a leading advertising company which assisted real estate professionals to grow their businesses. As a result of all this foundational work, I had an epiphany about how marketing and branding could help thousands of financial advisors across the country, so I sold my house and created my own company in 1997."
Peter practices what he preaches by creating a happy family and personal life, too
"I advise my clients to keep their lives in balance, so you know that I have to do the same. Everyone is busy these days, but to me, it is all worthless unless you have a life, too. Even with my schedule, I always make it a priority to spend time with my wife Lynn, daughter Piper and son Max."
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For Financial Advisors
Services
Creating Your Ideal Practice
