Plateau to Pinnacle

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 financial advisor who's been in the business for 10 years.  He always assumed he'd become a million-dollar producer--until he hits a perrenial plateau that he seems either unwilling or unable to break through. He's comfortable and knows he's grown complacent until a devasting event shatters his entire world.  Feeling lost and wondering how he'll ever recover, he's introduced to a powerful, yet mysterious mentor, Victor Guise.  

Victor teaches Luke how to systematize the important aspects of his business and together they lay the foundation he needs to reach his goals.  During the process, Luke learns much more than just business lessons 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.