The Million Dollar Foundation Training Series for New Advisors

Learn how to get clients and grow your practice in early in your career.

Getting started in the financial services field is extremely difficult. That’s why thousands of advisors fail in their first year.

Even when you have the name and support of a large organization, you still have to find your own clients. Identifying prospects and persuading them to trust you with their assets takes skills and perseverance, especially when you’re the new kid on the block.

Accelerate Your Success

If you’re determined to become one of the many financial advisors who not only succeeds but eventually joins the ranks of the elite with a million-dollar-plus practice, you will benefit from our guidance.

Sure you could try to figure things out on your own using trial and error. But just imagine how much faster you could meet your goals if someone with decades of experience showed you the ropes.

If you’d like to get your practice on track as fast as possible and avoid making the many costly missteps so many new advisors make, consider the Million Dollar Foundation Training for New Advisors by Altius Learning.

What the Program Is

We have named this course The Million Dollar Foundation Training Series because it will guide you toward building the foundation of a million dollar practice, not “just surviving”.

This training provides a blueprint for creating an immensely successful financial advisory practice.

You probably already know there’s no such thing as a magic bullet. That’s why our training focuses on the fundamentals, developed and proven effective by the industry’s leading financial advisors.

Our lessons are practical. We provide specific tactics and processes you can immediately put into action to accelerate your practice’s growth.

What You Get

The program consists of 10 sessions, one per week, in an instructor-led webinar. Each session is one hour.

The first 40 minutes are jam-packed with valuable course material. The final 20 minutes are for instructor-led discussion and Q/A.

Please note: Enrollment per session is capped at 25 people to allow for interaction.

Who Should Attend

The Million Dollar Foundation Training is for new financial advisors. If you’ve been in the business for two years or less, then you’re a great candidate. This program will help you with prospecting and establishing your business for long-term success.

It is intensive and will require your full commitment in applying what you learn. If you’re a financial professional who is truly motivated to succeed, the Million Dollar Foundation Training will help you set a positive trajectory for your career.

What You Will Learn

Altius Learning will provide you with the best tools, the best professional development and the best guidance in the industry.

Every session will have a different focus, all designed to give you a comprehensive plan for building a million-dollar-plus practice. Among the many topics we’ll cover are:

  • Insights from the nation’s top advisors
  • Proven methods for finding prospects and getting appointments
  • Alternatives to cold calling that really work
  • Creative ways to gain entry to the world of high net worth individuals
  • What to say and what to not say when talking to prospects
  • How to ask for a commitment without sounding pushy
  • Proven marketing strategies that give you a solid ROI
  • Tips for building a referral network that actually generates new clients
  • Setting up processes that enable you to scale your business
  • Choosing a specialty that differentiates you from competitors
  • Build a prospect pipeline that produces at least 12 affluent clients annually
  • Develop the top advisor mindset to stay positve in the face of rejection

 Click here for the full course outline

When We’ll Meet

TBD. (Start times will be determined by region and assigned prior to initial class commencement.)

All 10 sessions will be recorded and made available to you should you miss a live session or want a review of the material that was covered.

Who Is Altius Learning

Through our proven training and coaching programs, Altius Learning assists financial advisors in building million dollar-plus businesses.

The Altius Learning team have been highly successful financial advisors and senior executives, each with 25+ years of experience at top companies in the financial services industry.

We have hired, trained and mentored thousands of financial advisors, many of whom are multi-million dollar producers. Our insights come from firsthand experience and personal observation in the field.

Our Principals and Partners have distilled what works into best practices. They know how top financial advisors distinguish themselves from others to build thriving practices, and they are prepared to share those processes with you.

Meet Your Instructors


Carl Meyer, Principal

Carl spent 23 years at Merrill Lynch, working as a top advisor and then manager at various locations before assuming leadership of the Washington, D.C. location, the #2 office in the firm at the time.

During his management assignments, Carl was recognized four times for being one of Merrill’s top national managers and served on the Manager’s Advisory Council to the President of Merrill Lynch.

In 2003, Carl left Merrill Lynch to become one of the founding partners of a new specialty finance firm, Concord Capital in NY. For over six years, he led Concord’s sales efforts marketing the firm’s premium finance capabilities and generating over $1.5 billion in face value of life insurance sales.


Dave Mullen, Partner & Principal

Dave retired as a managing director at Merrill Lynch in 2007, where he personally hired, trained and managed over 500 financial advisors over 27 years. He has worked with over 100 individual million-dollar and multimillion-dollar advisors, including five of Merrill Lynch’s top 30.

He is the author of two bestselling books: The Million Dollar Financial Services Practice (one of On Wall Street magazine’s top picks and a Top Five choice by AdvisorOne); and The Million Dollar Advisor—Powerful Lessons and Proven Strategies from Top Producers (one of On Wall Street magazine’s top picks).

Valuable Program Materials

The Million Dollar Foundation Training is based on Advisor-built/Altius-delivered® content, which is the foundation of the best-selling book by Dave Mullen, The Million Dollar Financial Services Practice. You’ll receive your own hard copy of this book as part of your course materials.

Additionally, you’ll be given, workbooks, scripts, action plans and other important reference materials that you’ll be able to use in building your practice long after you’ve completed the training.

What the Program Costs

Early Bird Special – First 50 Registrants, pay $395.

Regular Registration – $495.

Get 5 friends to sign up and you get in FREE.

Don’t wait to reserve your spot. Enrollment is capped at 25 participants per session to allow for discussion and interaction with the instructors.

Our Guarantee

Enrolling in the Million Dollar Foundation Training is completely risk-free. Attend all 10 sessions. At the end of the program, if you feel you didn’t get your money’s worth in strategies you can use to build a successful, sustainable practice, we will refund 100% of your program tuition.

Reserve Your Spot Today

Are you ready to transform yourself into an incomparable financial advisor who attracts high quality clients? Accelerate your ascent as a world-class financial planner.

Program sessions are capped at 25 participants. Register here to reserve your spot today!