Guest author Melissa Mroczek is the Director of Advisor Marketing for Carson Group.
Peak’s Executive Business Coaches spend an estimated 200+ hours a week tackling the challenges that most concern advisors. While no two of our 1,100 members are exactly the same, it might surprise you that the biggest obstacles they face are universal.
We recently asked our coaches to identify the common pain points for advisors today. Overwhelmingly, their responses focused on three major areas: Growth, Time Management, and Human Capital. To learn more about how they help firms solve these pressing problems, we invited three of our coaches – Catherine Williams, Scott Wood, and Michael Rose – to give you insight into their strategies for success.