Grow Your Practice 20–50%… or You Don’t Pay.
This is the only financial advisor coaching program in the country backed by a performance guarantee. Watch the video. Hear directly from Peter what the program delivers, who it’s built for, and exactly what the guarantee means for your practice.
Friendly tour… not a sales pitch.The Advisors Who Executed the Plan.
These are practices Peter has personally coached. The results below are theirs.
“Peter helped us refine our positioning and authority in the marketplace. That shift dramatically improved the quality of clients we attract and accelerated our growth in ways we hadn’t anticipated. The performance guarantee wasn’t just a selling point — it changed how we thought about the engagement from day one.”
“Peter helped us rethink our positioning and referral strategy in a way that immediately changed our growth trajectory. What surprised me was how quickly the system started producing results.”
“Peter identified a strategic constraint that had been quietly limiting our growth for years. Once we corrected it, client acquisition accelerated dramatically. The guarantee made the decision easy.”
“The clarity Peter brought to our marketing and positioning changed everything. Our firm tripled its growth rate within two years. Having Peter directly involved — not a junior coach — made all the difference.”
“Peter has an unusual ability to identify the one strategic change that makes everything else work better. Our firm experienced the fastest period of growth in its history within the first year.”
This Is Not a Coaching Program. It’s a Growth System With Your Name on It.
Peter Montoya doesn’t run group calls. He doesn’t hand you a playbook and wish you luck. He builds a custom growth plan for your practice — your channel, your market, your AUM stage — and he works it with you personally until your numbers move.
The four levers Peter focuses on: client acquisition systems that fill your pipeline consistently. Revenue architecture that grows GDC and AUM simultaneously. Practice leadership that stops you being the bottleneck. And digital presence that makes you the obvious choice in your market.
When all four are working together, 20–50% compounding growth isn’t a stretch goal. It’s what the system produces.
Most Coaches Ask You to Trust Them. Peter Asks You to Hold Him Accountable.
The guarantee is contractual, not a marketing line. If you execute the custom growth plan Peter builds for your practice and don’t see measurable growth in your GDC and AUM… Peter continues working with you at no additional charge until you do.
Peter only accepts coaching clients whose practices are positioned to grow. The strategy session is a mutual evaluation — he is assessing your practice’s readiness as much as you are assessing his program. That selectivity is what makes the guarantee possible.
See the Full Guarantee Terms →After 30 years exclusively inside financial services, Peter knows what works well enough to back it contractually. No other coaching firm in the country offers this because no other coaching firm has 30 years of pattern recognition to stand behind it.
Book Your Free Strategy Session With Peter.
One call. Peter reviews your practice, identifies your highest-leverage growth opportunities, and gives you a clear picture of what the program would look like for your specific situation. No obligation to continue.
Book Your Strategy Session Today Friendly tour… not a sales pitch.Results shown are from actual clients of Peter Montoya, Inc. Individual results vary based on practice size, market conditions, advisor effort, and consistency of execution. Past client performance does not guarantee similar results. AUM figures are self-reported by clients. The performance guarantee applies to clients who fully execute the custom growth plan as agreed in the engagement agreement.
