Executive Business Coach
Peak Advisor Alliance
Holly Batchelder is an executive business coach with Peak Advisor Alliance, a premier financial advisor coaching and resources program.
Holly has over 20 years of experience in management, consulting and coaching. Highly intuitive, with a vast repertoire of tools and knowledge about the human psyche, she helps advisors break through perceived obstacles to achieve outstanding results. ““Over the years, I’ve seen business owners struggle with tough decisions, time constraints, personnel issues, and slow business growth. Often times, their struggles stem from a lack of vision, planning, or execution,” says Holly.
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Every financial advisor has heard-since they got into the business-that the best and fastest way to grow your practice is through referrals. See what sets...
Learn how refocusing your business model help recharge your business’s value.
Focus working with mature clients including what are the characteristics of a sound goals-based investing method, how big is longevity risk, and a reevaluation of...
Oct 26, 2016
This complimentary webcast will cover charitable donations and planning, including some key year‐end tax considerations. We will provide an overview of the benefits of charitable...
Oct 20, 2016
Learn what critical roles document management serves for wealth management firms and their practical operational advice for running a viable business.
Oct 05, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....