Fall 2018 Event — Chicago!

Join us this October for our first annual Women in Wealth Management Workshop. This event is specifically tailored for female financial advisors seeking to grow their presence in the wealth management industry. By participating in this 1 1/2 day conference and six months of bi-weekly group coaching calls, women can expect to learn:

  • How to find and engage affluent clients
  • Seven proven acquisition strategies
  • How to construct a winning value proposition
  • Work/Life Balance for female advisors
  • Practice Management
  • Best team practices
  • Leadership and empowerment for women in the wealth management industry

This event will foster many networking opportunities across firms with like-minded women from around the country. Additionally, this event will feature several speakers including highly successful female financial advisors, and more!

The lessons covered in this workshop have withstood the test of time through our other programs. Now we’re tailoring the experience to promote and empower women. Here are a few testimonials from women who have attended Altius Learning workshops:


“Thanks for the encouraging words. I really enjoyed the coaching. Your focus on the mindset combined with practical tools sets your program apart from the many others out there. I look forward to keeping in touch.”

–T.S.  Wealth Management Advisor, Fresno, CA


“I really appreciate all the help you gave me this year.  I have thoroughly enjoyed it! My successful beginning of the year is mainly due to the strategies you have taught me as well as the accountability.”

–C.M. Wealth Advisor, Capitola, CA


“The difference is I’m pouncing when the moment is right, not waiting to be gifted with the asset.”

–P.K. Financial Advisor, Stamford, CT


Space at the event will be limited. To find out more, please fill out our  interest form.



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