Peter Montoya

Biography

He is one of the industrys most sought-after speakers, a best-selling author, and the mastermind behind MarketingLibrary. At just 40 years old, Peter Montoya is already a seasoned Financial Services industry veteran with over 12 years experience. Since launching his Marketing Firm in 1997 he has delivered over 1,200 presentations to Financial Professionals all over the country, developed more than 5,000 custom marketing plans, authored 3 best-selling books and is the father of two children; and he recently logged his 1 millionth mile with United Airlines.

Peter travels more than 120 days each year to meet with his clients, their Broker/Dealers, conduct seminars and deliver presentations. He is passionate about the success of his clients, and continually seeks to provide new ways for them to increase their business.

It was Peter who saw the need for and began development of the valuable resources within MarketingLibrary. It began with MarketingLibrary; the idea that Financial Professionals should have ready access to high-impact, compliance approved marketing materials. What started out as an idea has grown into a highly praised and utilized marketing system that now includes compliance interaction, direct mail capabilities, full-color prospecting pieces, document imaging and more.

Along with his team of seasoned copywriters, designers, programmers, consultants and client service specialists - Peter continues to develop new technologies and ideas to help Financial Professionals save time, improve client satisfaction and increase their bottom lines.