Description

Group-based consulting

Regularly $800/month – Time limited offer of $640/month for YOU

• 3 months of weekly virtual consulting sessions (60 min each);
• Each group will include up to 9 participants from across Canada;
• No two group members will be based in the same region/city, nor belong to the same company;
• You will be assigned to a group based on your availability, location, company, and other personalized factors.

This is not a “drop-in” program. Our cohort format is designed for fully committed, high-performing Financial Advisors. Your dedication to the process is crucial in order to yield the results you (and we) seek.

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“I’m blown away by Peter’s ability to tie brand message to marketing execution, making it effortless to communicate that message with clients and prospects. His creativity and drive to provide value has greatly helped my team on a number of projects.”

Kol Jepson, RRC | Division Director, IG Wealth Management

“Peter is wonderful to work with, and has unique expertise in Marketing, Business, Coaching and Brand Development. He is a true expert in his field, and I would not hesitate to recommend him to any project that requires the very best Marketing Specialist.”

Chris Sargent | Account Executive, Western Financial Group

We wanted to ensure our event ran smoothly and looked professional. Peter exceeded our expectations, and we have since had fantastic feedback on our event. Working with Peter was money well spent, and we wouldn’t hesitate to use him again!”

Christie Coltman, CLU, CFP | Financial Planner, Manulife