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Plateau to Pinnacle: 9 SECRETS OF A MILLION DOLLAR FINANCIAL ADVISOR

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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. 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 hit 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 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.

253 pages, Paperback

First published January 14, 2015

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About the author

Erin Tamberella

2 books1 follower

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Displaying 1 - 2 of 2 reviews
Profile Image for Charisse Peeler.
Author 0 books10 followers
November 1, 2017
A must read, not only financial advisors but Insurance Agents and Real Estate Agents can take the tools taught in this entertains Business Parable to reach their financial goals.
Profile Image for Xulon.
117 reviews11 followers
January 29, 2015
‘Plateau to Pinnacle’ is a must-read book for all financial advisors! Erin Tamberella tells the story of Luke, a financial advisor who has hit a plateau and doesn’t know how to break out the rut. When he is introduced to a mysterious mentor, he learns they keys to reaching his goals and believing in himself once again.
Tamberella shares the 9 secrets that will take your business to the next level and an easy, step-by-step process to implement them.
Displaying 1 - 2 of 2 reviews

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