Financial Planning Association and Peak Advisor Alliance Collaborate to Offer Coaching and Content

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Peak Advisor Alliance to provide expert financial advisor coaching, timely content, and an unparalleled community to help financial advisors reach their business and life success. FPA members receive discount to key services and complimentary edition of Peak Advisor Alliance’s Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor

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We are excited to form a powerful relationship with the FPA - Ron Carson

The Financial Planning Association® (FPA®) and Peak Advisor Alliance ( today announced a strategic partnership, bringing Peak Advisor Alliance’s educational resources and marketing tools via the FPA Practitioner Resource Guide, a robust directory of practical solutions and benefits available to FPA members to help them take their businesses forward. All participating providers are evaluated according to FPA’s professional competence, ethical conduct and quality standards.

FPA members will receive a member discount via a special link, (, to gain access to Peak Advisor Alliance’s coaching program and content tools designed to help with practice management needs inside Wealth Management offices. To support financial advisors, Peak Advisor Alliance is able to provide:

1.    Coaching: One-on-one and group coaching support delivered by knowledgeable, experienced coaches that addresses the specific needs of our members.
2.    Content: Multi-media delivery of detailed Tested-in-the-Trenches resources, strategies, systems, and tool-kits for financial advisors.
3.    Community: An unparalleled network of unique individuals, all with something to share, a strong desire to connect with other professionals and to learn from and support each other.

“Practice management is a priority for FPA and its members and we know that they will greatly benefit from the resources and tools from Peak Advisor Alliance,” said FPA Associate Executive Director and COO Lauren M. Schadle, CAE.

As a benefit to the financial planning community, the FPA and Peak Advisor Alliance will offer a complimentary edition of Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor to the FPA membership.

“We are excited to form a powerful relationship with the FPA,” said Ron Carson, Founder of Peak Advisor Alliance. “As co-author of Tested in the Trenches, I know the book will help financial advisors develop and manage a successful practice in the midst of a rapidly changing financial landscape.”

Over the last year, Peak Advisor Alliance has expanded its Resource Center, providing advisors with an extensive library of audio and video tools, strategies, action plans, marketing presentations, and ghost-written marketing materials. Advisors also have access to discussion boards where they can interact with the firm’s community of coaches and members to discuss industry happenings and exchange best practices. On average, Peak Advisor Alliance members have grown their practices through this network by more than 28% over the last two years, far outpacing the overall market.    

“This partnership is a natural fit for both of our organizations,” said Paul West, Managing Director, Peak Advisor Alliance. “Both firms provide resources to the community that allow for a professional commitment to enhance the lives of advisors and their clients. Peak Advisor Alliance’s coaching and content will provide a significant value to the FPA® membership.”

About The Financial Planning Association® (FPA®)
The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit or call 800.322.4237.

About Peak Advisor Alliance
Based in Omaha, Nebraska, Peak Advisor Alliance is the country’s largest financial advisor coaching and resources program with more than 1,000 members who collectively advises over $100 billion in assets. Based on the experience of $12 million, 21-time #1 producer, Ron Carson, Peak Advisor Alliance helps financial advisors build more profitable businesses, provide better client service, and live a principled and fulfilled life. Peak Advisor Alliance members receive one-on-one and group coaching support, various resources, strategies, systems, and tools, and an unparalleled peer network. For more information please visit or call 800-514-9116.

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Jason Lahita
FiComm Partners, LLC
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