Instructor Led Training

Our professional development modules focus on the specific tactical efforts that lead to measurable improvement in practice profitability, productivity, and the creation of enterprise value. We draw our wisdom from a wide variety of people, experiences, and successes. Deeply rooted in real-world practicality, we offer our clients a dynamic and focused approach to elevating all levels of a financial advisor’s performance, achievement, and fulfillment.

A quick view of our Programs

All of our programs have one thing in common: they are grounded in the belief that financial professionals who are truly motivated to succeed and achieve their true potential want access to the best tools, the best professional development and the best guidance the industry has to offer. For this reason, we have created our courses to address needs based on audience demographics and courses that provide greater depth of subject matter. Click on each title to see a full course description.

The following programs are based on audience demographics:

Acquisition Immersion System (AIS)

Add 10 affluent clients and $10 million+ to your practice in just one year!

A unique training program based on proven techniques, the Acquisition Immersion System turns haphazard prospecting into an easy-to-follow process guaranteed to produce results. This program includes an on-site workshop followed by seven bi-weekly coaching calls.

You’ll learn how to:

  1. Find more prospects
  2. Convert contacts into clients
  3. Get more referrals
  4. Persuade existing clients to put more assets under management
  5. Repeat the process over and over with increasing success
  6. Stay the course so improvements snowball and revenue soars

With our guidance, you should be able to add at least 10 affluent clients and $10 million-plus to your practice in just one year!

 Learn More about the Acquisition Immersion System

Referral Immersion System (RIS)

How valuable would it be to your practice to generate 8+ qualified referrals in 3 1/2 months?

Converting half of those referrals to clients would provide 4 to 5 new affluent households over several months.  Using our processes, we show you how to generate 8+ referrals in less than 5 hours of your time.  Altius Learning has trained and coached thousands of advisors to acquire new affluent clients and we have found our client referral strategy is the most efficient approach to generate new relationships.

The Referral Immersion System will teach you these tactics and show you how to put them into practice for career changing results:

  1. Developing Loyal Clients
  2. Qualifying Referrals
  3. Client Objections
  4. Value Proposition
  5. The Altius Process
  6. Referral Brainstorming
  7. Optimizing LinkedIn
  8. Prospect Pipeline

Learn more about the Referral Immersion System

Team Best Practices Immersion System

More than half of financial advisors today work in some form of team environment and the numbers are rising.

The good news is that advisory teams are outperforming solo practitioners in all key performance metrics. The bad news is that most teams struggle and fail to reach their potential with less than one in five reaching elite status.

Team Best Practices Immersion System will give you insights into the methodologies utilized by the very best teams in the business.  You’ll learn the 7 Team Best Practices and how to seamlessly integrate them into your practice in ways that will help you build a smarter, better advisory team:

  1. Vision
  2. Accountability
  3. Communication
  4. Processes
  5. Hiring
  6. Leadership
  7. Offering

At Altius Learning, we know every advisory team is different. It’s why our Team Best Practices Immersion System is custom designed to meet your team’s individual needs.

In addition to our training workshop we provide customized coaching sessions designed to sync with the unique learning styles and preferences of your team. This level of personalization allows us to create a more effective, engaging coaching experience focused exclusively on your individual team’s needs and priorities. The ability to customize program content and delivery according to your team’s unique requirements is the Altius advantage.

 Learn More about Team Best Practices Immersion System

Practice Management Immersion

The most successful financial advisors apply six fundamental strategies to maximize their productivity. Practice Management Immersion will teach you these tactics and help you apply them to your business for benefits you’ll see almost immediately. They include:

  1. Business Planning — Develop a detailed plan for your future. Set goals and determine the steps to reach them.
  2. Segmentation — Learn and understand the biggest productivity lever by organizing your practice appropriately.
  3. Business Efficiency — Expand your client relationships by improved focus and increasing your best clients’ wallet share.
  4. Service Model — Deliver superior service and cultivate unwavering loyalty from your clients.
  5. Team Best Practices — Lead your team to function at its highest level.
  6. Time Management — Eliminate distractions, delegate more and focus on activities that affect your bottom line.

 Learn More about the Practice Management Immersion

Our keynote speeches are designed to be part of a larger organizational meeting or event. In this one hour presentation we share 7 business development tactics intended to stimulate financial advisors to re-think their practice’s growth strategy. We challenge financial advisors to grow their practices by 15% a year, and while ambitious, this achievable goal will result in a doubling of their business every 5 years.

 Learn more about Keynote Speeches




Comments are closed.