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:
Add 10 affluent clients and $10 million-plus 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:
- Find more prospects
- Convert contacts into clients
- Get more referrals
- Persuade existing clients to put more assets under management
- Repeat the process over and over with increasing success
- 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!
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:
- Business Planning — Develop a detailed plan for your future. Set goals and determine the steps to reach them.
- Segmentation — Learn and understand the biggest productivity lever by organizing your practice appropriately.
- Business Efficiency — Expand your client relationships by improved focus and increasing your best clients’ wallet share.
- Service Model — Deliver superior service and cultivate unwavering loyalty from your clients.
- Team Best Practices — Lead your team to function at its highest level.
- Time Management — Eliminate distractions, delegate more and focus on activities that affect your bottom line.
The Altius Impact Day is an on-site opportunity to get personalized instruction in a small group setting on one or two specific issues to help you achieve your maximum potential. We help you prioritize your growth strategy. The training is a 75 to 90 minute session that shows you how to put the concepts of a world-class, million dollar-plus practice to work for you.
3 Compelling Sessions
Our Elevation Series consists of three information-packed, two-hour sessions. Each session covers different material with no overlap, yet all have a common thread: how to gather more client assets. They’re spaced one to two months apart to allow you to progressively implement techniques learned. The information we provide comes from top financial advisors in the industry. It was obtained through interviews, observations and shared best practices and then boiled down into easy-to-implement tactical steps. The sessions are:
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.
We provide two platforms for new advisors (0-3 yrs): The Million Dollar Foundation (MDF) and Foundational Training (FT). MDF is a 10-week webinar series and works well for those who are highly motivated to implement proven strategies will remaining at their own computers. FT is for those who are able to participate in an on-site group workshop.