Peter Montoya

About the Author

Peter Montoya

Peter Montoya runs a marketing firm that specializes in serving Financial Service Professionals. He is the creator of the MarketingPro system. You can learn more about him at www.PeterMontoya.com.

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  Tech Eminence

  By Chip Kispert, Marshall Levin, Peter Montoya  |  March 26, 2012

  As educational editor of the 2012 TechLeaders Conference on March 19–21 in Irving, Texas, Beacon Strategies LLC is contributing to the conference’s goal of developing thought leadership that can be shared by broker-dealers of all sizes.

• Six Tips for Easy Email Marketing

  By Peter Montoya  |  February 1, 2012

  The United States Postal Service is experiencing a massive drop in revenues.

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  How to Host Memorable Client Events

  By Peter Montoya  |  November 28, 2011

  For financial advisors, there’s nothing quite like a spontaneous referral from a satisfied client.

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  Social Media—The Do’s and Don’ts

  By Peter Montoya  |  November 1, 2011

  It might be difficult to see the value in a medium used incessantly by 13-year-old girls—but if that’s the way you think of social media, you may be critically misjudging its importance.

• Prospect Nurturing

  By Peter Montoya  |  August 24, 2011

  Not long ago, an advisor who had seen me speak years ago called for some marketing advice.

• Three Rules of Community Networking

  By Peter Montoya  |  July 28, 2011

  In the last few years, investors have undergone a sort of psychological paradigm shift.

• Building Your Personal Brochure

  By Peter Montoya  |  July 1, 2011

• Stop Dithering

  By Peter Montoya  |  May 1, 2011

  There are a fair number of challenges facing financial advisors, but the biggest enemy may be the person who stares at them in the mirror.

• Matchers and Mismatchers: How to Work with Impossible Clients and Coworkers

  By Peter Montoya  |  April 1, 2011

  Are there people in your life who just won’t agree with you—no matter how sound your argument?

• Ten Marketing Strategies for New Advisors

  By Peter Montoya  |  March 1, 2011

  There seems to be a split perception on how “good” it is to be in the business right now.