The Virtual Acquisition Immersion System
Find Engage and Acquire Affluent Clients
You’ve done the hard part. You’ve established a solid foundation for your ﬁnancial advisory practice. And you’re earning a decent income. But now you’re realizing the search for new and bigger clients is never-ending, and it doesn’t necessarily get easier.
Here’s the good news. Advisors who have success acquiring new clients aren’t born; they’re trained. They don’t rely on luck; they use proven tactics. They don’t just work hard; they work smart. The Virtual Acquisition Immersion System by Altius Learning will teach you winning strategies that can add 10 new aﬄuent clients and $10 million-plus to your practice in just a year and sustain that pace going forward.
Our virtual program begins with two, 3-hour highly interactive workshop sessions conducted over 2-days. The sessions are led by an Altius expert and are followed by 3+ months of intensive coaching. The Immersion System is an ideal way to fully benefit from the considerable acquisition opportunities that exist in the current environment. It is also a good option for firm’s that have remote office locations in which travel logistics can be challenging.
Seven Proven Acquisition Strategies
The most successful advisors apply 7 fundamental acquisition strategies. The Acquisition Immersion System will teach you these tactics and help you put them into practice for career-changing results. They include:
- Personal Referrals: Develop a proactive referral system that turns your acquaintances and clients into
your personal sales team.
- Professional Referral Network: Learn how to implement the ﬁve-step process to becoming the go-to
ﬁnancial advisor that CPAs and attorneys refer to their clients.
- Event Marketing: Discover how to organize special events that attract potential clients.
- Niche Marketing: Use our four-stage process to choose a specialty and beat the competition.
- Right Place, Right People: Employ proven strategies to transition your aﬄuent personal contacts into clients.
- Assets Held Away: Add millions to your practice when you apply our four-part technique for persuading clients to transfer their assets to your management.
- Pipeline Management: Learn how to build a pipeline of 25 quality prospects from which you’ll generate 10 new aﬄuent clients every year.
Why the Acquisition Immersion System is Different
Ask most ﬁnancial advisors how they can grow their business, and they’ll provide you with a long list of ideas. Ask them how many of those ideas they regularly implement, and you’ll likely only get excuses.
The Acquisition Immersion System is diﬀerent than other business development programs because we bridge the gap between knowing and doing. Our proven formula for success includes:
Training: We teach you how to put proven acquisition strategies into practice.
Coaching: We help you overcome the inevitable challenges of implementation.
Accountability: Together, we set monthly goals and milestones you commit to meet.
Sustainability: We give you the conﬁdence and tools to keep applying what you’ve learned long after you’ve completed the training.
Elements of the Acquisition Immersion System
Objective: Signiﬁcantly increase new aﬄuent client acquisition results with a goal of at least 10 new aﬄuent clients and $10 million-plus in one year
Group Size: 10 to 12 motivated ﬁnancial advisors
Experience Level: Minimum 3 years as an advisor
Methods: Combination of video conference workshops, 1:1 and group coaching sessions focused on execution of 7 proven acquisition strategies
Acquisition Workshop: Two, 3-hour virtual workshops conducted over 2 separate days. These sessions provide the baseline for achievement of acquisition goals *Participants must join by video conference
Implementation Coaching: Seven, 1-hour sessions every 2-weeks beginning 2-weeks after the workshop. Group coaching reinforces acquisition strategies, while providing speciﬁc implementation techniques and guidance in overcoming challenges
Accountability: Each advisor sets annual acquisition goals and participates in 12 months of bi-monthly reporting, measuring results versus goals
Sustainability: Action steps that local leadership can take to assist their advisors in continuing to implement the acquisition strategies
Ready to Grow? If you’re ready to ﬁnd, engage and acquire new aﬄuent clients and assets, the Acquisition Immersion System is for you. You’ll be able to apply the strategies you learn to your business right away and set up your practice for long-term growth and prosperity.
Put your practice on the growth track that you know is possible. Speak with your manager for dates and speciﬁcs on the Acquisition Immersion System, coming soon to your complex.