New Advisor Training

When building a structure it’s crucial to use the right set of tools and materials. Building a financial practice is no different. Each day that passes and every habit you form as you go along will result in either a thriving practice or a struggling one. The Altius New Advisor Training can provide you with the right strategies and materials to create that strong and growing practice.

This training segment is designed for financial advisors with three or more years of experience, and who want to reach a million-dollar financial services practice. The training emphasis is on acquisition of new, affluent clients, asset gathering, higher productivity, high retention of affluent clients, and time-management skills. A handout package will be provided, which contains all the scripts and tools required to implement the Next Level strategies.

 Learn More about Foundational Training

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