Our Story

Altius Learning exists because we believe the wealth management industry has never had a greater need for the kind of coaching and professional development that we offer.

Collectively we have developed and coached hundreds of million and multimillion dollar advisors. Looking at the coaching and training options available for financial advisors and managers today, we knew there was a better way– and we were inspired to lead the way.

What makes our approach so powerful is that we offer professional development programs that are fueled by deep insights – programs that are quantifiable and measurable-programs that will truly make a difference for advisors and their clients.

Our approach was developed by seasoned professionals who have excelled in this industry for more than 30 years. Our signature “tactics-based approach” is proven, with-stands the test of time; and has a meaningful, career-changing impact on the advisors we have worked with and we can do the same for you.

Our advantage lies in our ability to help advisors transform their practices to achieve their highest potential. We constantly push ourselves and our clients to think about ways to truly change the advisory experience to be more rewarding and fulfilling. We are a different kind of a firm. And we invite a special type of client to join us for an experience that is unlike any other.

Our Experience

Altius Learning is led by high-energy, passionate industry veterans with demonstrable success in practice management, coaching and training. We average 30+ years of experience as top-performing advisors, managers, mentors, and educators with some of the world’s largest wealth management firms. Throughout our careers, we’ve hired thousands of advisors and trained hundreds to become top producers. And we formed deep and meaningful relationships with a network of #1 advisors who have shared with us their secrets to success.

Our Research

The foundation of the database and research begins with our experience in directly working with some of the most successful financial advisors in the industry for the past 30 years. Many of our training concepts come from direct working experience with these highly successful advisors. The observations and insights that can only come from hiring, developing, observing, mentoring, and working side by side with these advisors for the past 30 years is invaluable.

Meet our Coaches

History of Altius Learning

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