Million Dollar Foundation™
AI-Powered Coaching
for financial advisors
Build skills to acquire high net worth clients with a coach and interactive roleplay simulations – available whenever you need them.
Build skills to acquire high net worth clients with a coach and interactive roleplay simulations – available whenever you need them.
The wealth management industry is facing a perfect storm of opportunity and challenge. Baby Boomers are transferring trillions of dollars in assets to younger generations, creating enormous demand for trusted financial advice, just as the industry faces a large shortage of new financial advisors.
Since 2019, the Million Dollar Foundation™ coaching program has helped financial advisors in Fortune 100 and Global 500 firms develop the client acquisition skills to build and maintain a thriving practice. Through a combination of self-paced e-learning and small-group online coaching, Altius has prepared thousands of advisors, with measurable impact on their firms’ bottom lines.
The hardest moments to coach often happen when a coach isn’t available.
It’s the night before a networking event. The hours after a difficult prospect meeting. Sunday afternoon, when an advisor is preparing for their first seminar.
That’s where AI can extend the reach of human coaching.
The Million Dollar Foundation™ Virtual Coach is trained on Altius Learning’s proven coaching methodology and available whenever advisors need guidance. It adapts to each advisor’s experience level, target market, and specific challenges to provide personalized coaching and support 24/7.
Identify ideal client profiles and develop systematic approaches for connecting with high-net-worth investors.
Prepare and rehearse the language that turns contacts into clients and satisfied clients into advocates.
Prioritize the activities that matter most and develop time-management strategies that work for the way each advisor works.
A browser extension allows the Virtual Coach to review an advisor’s social media profile and provide guidance for effective online outreach.
With scenario-based roleplay simulations featuring psychologically authentic prospects and clients, FAs can rehearse the conversations that build their businesses — before the stakes are real.
Every simulation provides immediate feedback based on the proven Million Dollar Foundation™ methodology, helping advisors refine their approach, build confidence, and improve their skills through repetition.
Infinite scenarios. Immediate feedback. Real-world practice.
The Virtual Coach isn’t designed to replace human coaching. It’s designed to make coaching more accessible, reinforce learning, and keep advisors moving forward between live sessions.
24/7 personalized coaching for prospecting strategy, conversation preparation, and ongoing practice management.
Generate unlimited practice conversations with realistic prospects and client characters across the client acquisition journey.
The unprecedented market opportunity won’t wait for your training program to catch up.
Contact us to learn how AI-powered coaching can accelerate advisor productivity, strengthen client acquisition skills, and give your firm a competitive edge.