Peter has over 20 years of hands on experience in the financial services industry. He has worked within small RIA’s as well as the largest firms in the industry. In his varying roles he has been consistently recognized as a leader earning Presidents awards, Premier Advisor awards, and top sales awards.
Peter previously worked with Getting Results as a client where he was able to triple his business and create a lifestyle and business of his own design. As a Getting Results coach, Peter is passionate about sharing how advisors can create a life and business by design today. With advisors caught within the challenging landscape of robo-advisors, and fee compression, Peter provides clarity and a true path to business success; a path that unifies an advisor’s strengths, passions, and natural abilities with the growth of their business seamlessly.
He is a highly effective coach for Edward Jones advisors, Morgan Stanley advisors, and many independent advisors. When not helping others, Peter can be found with his family skiing in Vermont or fishing the waters off Cape Cod.
Listen in to the Getting Results Podcast as our top business coaches to financial advisors discuss relevant topics and interview industry contributors.
More of a reader? Coach Ken Doyle, business coach for financial advisors, writes his articles on key topics in his own entertaining, pithy way.
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If you want to find ways to enhance your financial advisor practice, look no further than our recommended reading list. If you don’t see a book listed that you think we need to add, please let us know.