Testimonials from Edward Jones
Altius Learning delivered an Acquisition Immersion System Workshop on March 16th and 17th, 2022. We then began the 13 week coaching phase of the program on March 29th, 2022. Below are unsolicited testimonials we have received:
*Click arrow to read more of the testimonial
C.M. 3/19/22 (Leadership)
“Dave, thank you very much for the wisdom, time and energy!
Outstanding content and delivery!
I hope this is just the beginning of a long and successful partnership.
Below is a communication that I just sent to our participants.
Thank you again!”
I'm over the moon! I've incorporated my offer to help in almost every meaningful conversation and it has worked! 😊 Thank you! Thank you! It's the most fulfilling way to grow my business.
M.E. 3/21/22 (Participant)
Good Morning and Happy Monday!
I just wanted to write and tell you that since our talk on Thursday evening, I have been trying to implement my “offer to help” and the first couple times were kind rough. However, I just got off the phone with a client, offered to help… got to the menu and my client replied with…”I have a great person in mind. I don’t think she’s doing anything and could definitely use your guidance. She’s doing great things in her life…just started a business and is currently a finance officer with….”.
I’m over the moon! I’ve incorporated my offer to help in almost every meaningful conversation and it has worked! 😊
Thank you! Thank you! It’s the most fulfilling way to grow my business.
My clients, in turn, thank me for how I have helped them and then say…thank you for thinking of me.
I just had to share my success and my gratitude.”
M.E. 3/29/22 (Participant)
“I really see the value in the process and reiterate how excited I am about the process.”
B.A. 3/29/22 (Participant)
“Thanks for the accountability and structure. My brother started working with me over the winter so I plan on sharing some of the tracking tools with him this week. Hopefully we can make you look good so that Jones puts some more energy behind training for our performing FAs.”
My "Aha" moments keep coming and I am synthesizing your knowledge with Edward Jones tools and best practices to leverage your impact.
R.C. 4/6/22 (Participant)
“My “Aha” moments keep coming and I am synthesizing your knowledge with Edward Jones tools and best practices to leverage your impact. I really love your style and you share my passion for simple messaging.”
C.M. 4/26/22 (Leadership)
“Thank you Dave! So impressed with your coaching and the execution of the people in this group! THANK YOU!”
I have enjoyed pushing myself a bit more again to dig outside my box and ask for referrals each time.
B.A. 5/23/2022 (Participant)
“I have continued working hard on building my professional pipeline with some good initial success. One of my recent…referrals is moving $1.2myn over to me with another $1.5myn potential…
I have enjoyed pushing myself a bit more again to dig outside my box and ask for referrals each time. I just finished another into appointment with a bookkeeping referral that should end up at around a million this year with another $6-15 million upon sale of their business within 5 years. I am certain they would not have landed in my lap without a specific ask for clients looking to exit their business (and my recent CEPA designation). Again, no cash from it to show on the sheet but the long term potential is much more exciting to me than an initial up front with nothing remaining…”
Success is interpreted in many ways and I feel that your techniques make success always feel like it is within reach, and that is something I truly appreciated about this experience.
M.E. 6/21/2022 (Participant)
“Attached is my goal sheet. I know my total assets in don’t reflect the success I feel from what I have gained in the program. (FA Name) and I are in the
same region and we had a chance to discuss how great the opportunity has been to learn from you and this group. We believe that we have only
scratched the surface of what is possible once we make our habits and processes repeatable.
I am very excited about integrating these processes into my SOPs with my new BOA. There is so much to learn, and the details and simplicity that you
provide in the information you share makes the program feel failure proof, AS LONG AS YOU ARE WILLING TO PUT IN THE WORK! Success is interpreted in many ways and I feel that your techniques make success always feel like it is within reach, and that is something I truly appreciated about this experience.
Thank you again and I hope we have the opportunity to reach out in the future to share our success.
M.H. 6/21/2022 (Participant)
“Been a great 14 weeks. Thanks for all your efforts and encouragement. It has been a bumpy road with all that is going on in the investment world, but I agree with you 100%. Money moves during difficult times. I am excited to see the fruits down the road of the efforts today.“
J.F. 6/21/2022 (Participant)
“I want to thank you for this opportunity as it has helped me to instill these strategies into my normal, everyday activity. I am beginning to live the missionary mindset and know that what I am doing is actually helping people live a better life. I am starting to see that what I do is having a genuine impact on people’s lives even though we are in a tougher market. And clients are verbally articulating this to me now, daily. What you may not know is my personal backstory in terms of why I decided to go into this business to begin with and the journey that I have been on to both transition into it and succeed at it. From the bottom of my heart, thank you for helping me in my personal journey and in turn my ability to help my clients.
This is both very exciting and humbling and I can’t wait to see what the next few years will look like!
Thank you and kindest regards.“
N.S. 6/30/2022 (Participant)
“This was an incredible program and I so appreciate all your help. I am sad that it has ended. I wish it was a little bit longer because I feel like a lot of results are a little delayed and I’d love to be able to share my progress and hear the progress from my peers as well. Thank you for all your help with this.“