The Only Financial Advisor Coach Who Backs His Work With a Performance Guarantee.
Grow your GDC and AUM… or Peter makes it right. No other coaching or marketing firm in the country offers this. After 30 years, Peter knows what works — and he knows it well enough to back it contractually.
Book a Free Strategy Session Friendly tour… not a sales pitch.
Peter Montoya • 30 Years. Thousands of Advisors. One Standard.
This Is Not a Satisfaction Guarantee. It Is a Performance Guarantee.
Most coaches and marketing firms ask you to trust them. Peter asks you to hold him accountable.
The guarantee is simple: if you engage in a growth coaching program with Peter Montoya, Inc., execute the custom growth plan Peter builds for your practice, and do not see measurable growth in your GDC and AUM… Peter makes it right. That means continuing to work with you at no additional cost until you do.
This is not a refund if you decide coaching wasn’t for you. It is a commitment to results — backed contractually. The distinction matters.
Why Peter Can Offer This When Nobody Else Does.
Selectivity
Peter only accepts coaching clients whose practices are positioned to grow. The strategy session is a mutual evaluation — Peter is assessing your practice’s readiness as much as you are assessing his program. He only takes on clients he is confident he can move the needle for.
Custom Planning
Every coaching engagement is built around a specific growth plan for your practice, your market, and your current stage. There are no generic programs applied to advisors who need something different. The plan is built for you — and that specificity is what makes results predictable.
Direct Accountability
Every client works with Peter directly. No junior coaches, no group calls, no hand-offs. Peter’s name is on the guarantee because Peter is doing the work. That direct accountability is what makes the guarantee possible — and meaningful.
The Specifics Are Defined Before You Start.
If you execute the plan and don’t see measurable growth in your GDC and AUM within the agreed timeframe, Peter will continue working with you — at no additional charge — until you do.
The specifics of what constitutes measurable growth and what the continuation looks like are defined clearly in the engagement agreement before you start. There are no surprises and no ambiguity.
“Peter has never had to invoke this clause with a client who fully executed the plan. That’s not a marketing line — it’s the result of 30 years of knowing which practices are ready to grow and building plans that actually move the needle.”
After three decades of exclusively coaching and marketing for financial advisors, Peter has an unusually clear picture of what works and what doesn’t. He has seen every version of the advisor growth plateau. He knows the patterns that lead to breakthrough — and the habits that perpetuate stagnation. That depth of pattern recognition is what makes the guarantee possible.
Book Your Free Strategy Session.
One call with Peter. He reviews your practice, identifies your highest-leverage growth opportunities, and gives you a clear picture of what a coaching engagement would look like — including the plan, the timeline, and the terms of the guarantee. No obligation to continue.
Book Your Strategy Session Today Friendly tour… not a sales pitch.