Peter MontoyaPersonal Branding Expert
Why Book Peter Montoya? He is a financial services marketing expert who provides specialized tools and information that will give your marketing reps an edge.
He developed a marketing system for financial professionals that includes compliance interaction, direct-mail capabilities, full-color prospecting pieces, document imaging and more.
Since launch 1997, Peter Montoya has helmed the nation’s only advertising and marketing agency specializing exclusively in the needs of Financial Service Professionals. In the last decade he has logged over 1,000,000 flight miles, spoken to more than 30,000 audience members, created over 10,000 marketing pieces, developed more than 5,000 custom marketing plans, delivered over 1,000 presentations, worked with over 100 million-dollar producers, authored 3 best-selling books and launched 2 online marketing technology systems. To this end, he recently introduced the ultimate advertising compliance solution, “MarketingLibrary,” which is revolutionizing the way Financial Advisors interact with their compliance officers, including the benefit of compliance pre-approval. Just one more way Peter is working to transform the way we do business. Obviously, Peter is committed to the success of his clients.