History

Altius Learning’s predecessor firm, Learn Tactix, was founded in 2007 by Dave Mullen, Jr. author of the critically acclaimed books, The Million-Dollar Financial Services Practice and The Million-Dollar Financial Advisor.

Beginning in 2011 Dave invited several long-time colleagues – Jim Dullanty, Carl Meyer, and Other well-known Professionals to form a coaching powerhouse fueled by a common passion to positively impact the lives of financial advisors.

We gave our company a new name – Altius Learning. The name is derived from the Olympic motto “Citius, Altius, Fortius,” which is Latin for “Faster, Higher, Stronger. Just like Olympic athletes need the best training and the best coaches to help them reach their potential, so do financial professionals.

The company continues to attract some of the most successful members of the wealth management community as principals. This has expanded the company’s ability to reach more members of our industry with coaching and training that can truly raise the bar on the profession as a whole.

We have trained thousands of financial advisors. Our training and coaching is based upon collective observations, insights and experiences as financial advisors and as managers of many million dollar plus advisors.We focus on the actual steps advisors employ to reach their goals. “We show you how”.

Ours is an industry that revolves around new heights – higher client satisfaction, higher retention, higher performance, higher goals, higher levels of personal fulfillment from what we do. Our brand of higher learning can help financial professionals reach those lofty aspirations and more.

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