What an honor to be recognized by Peak Advisor Alliance as the 2016 Emerging Practice of the Year.
Golden, Colorado (PRWEB) May 26, 2016
Peak Advisor Alliance, the nation’s premier financial advisor coaching program, is thrilled to announce that Metis Financial Group has won its 2016 Practice of the Year Award. Peak Advisor Alliance, a consulting company that provides coaching for financial advisors all over the country, annually honors a financial services firm from among its members that has significantly enhanced its service to clients and shown outstanding growth.
Founder and Wealth Advisor, Kim Gieseler, CFP®, RICP®, and her team received the award on May 26th in Scottsdale, Arizona during Peak Advisor Alliance’s national membership conference attended by over 500 people. She was chosen from among some of the top wealth management practices in the nation. Kim Gieseler has been a Peak Advisor Alliance member since November 2014.
“What an honor to be recognized by Peak Advisor Alliance as the 2016 Emerging Practice of the Year. It is a great reminder that we are on the right track with all of the changes we have made in the past 16 months in order to serve our clients better and help them work towards their financial goals,” said Kim.
Kim continued, “I would like to thank the whole Peak Organization for the resources they provide for me and my team. I would also like to thank Carly McCulloch, my executive coach, in particular for believing in me and helping me ensure the changes and day-to-day activities we are doing are authentic to me, my clients, my family and what our firm believes in: Wise Counsel for an Inspired Life.”
Practice of the Year Nominees are selected by Peak’s business coaches and executive management team. Criteria include: achievement of significant personal and professional goals, practice success and growth, implementation of the Peak Advisor Alliance program, and true commitment to enhancing their clients’ lives. All of the nominees are asked to submit their answers to three questions:
1. How has your participation with Peak Advisor Alliance impacted your practice?
2. How has your participation with Peak Advisor Alliance impacted your quality of life?
3. Share with us a little about your own experiences, your successes, and how you and the people who support your practice have grown.
Once all applications are received, the selection committee reviews all submissions and selects a winner.
Metis Financial Group located in Golden, Colorado assists clients with Financial Planning and Wealth Management. The team specializes in complete, customized financial planning thru our advisor’s affiliation with LPL Financial. The strategy is simple: they take the time to get to know their client, and to understand their dreams, hopes and plans for today and the future. Together, they craft a personalized financial strategy that seeks to help them enjoy the rewards of their hard work today while preparing for the days ahead. Metis’ founder, Kim Gieseler, CFP®, RICP® has more than thirteen years experience in the financial services industry, is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association (FPA). For more information, visit http://www.metisfinancialgroup.com.
Securities & Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.