Learn the secrets of a million-dollar financial advisor Plateau to Pinnacle is a business parable for financial advisors that is both content-rich and a powerful story. It pulls the content from each chapter into an easy-to-follow, step-by-step checklist for systematizing an advisor’s practice. Luke is a veteran financial advisor who’s been in the business for 10 years. He always assumed he’d be a million-dollar producer but hits a plateau that ends up lasting for years. He’s grown complacent and comfortable until a devastating event shatters his entire world. Feeling lost and wondering how he’ll ever recover, he meets a powerful yet mysterious mentor Victor Guise, who teaches Luke how to systematize his business. Together they lay the foundation he needs to reach the goal he’d all but abandoned. Luke learns more than just business from his enigmatic mentor. As Victor helps Luke recognize and believe in his own potential again, his business changes and in the process, so does he.
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