The Million Dollar Foundation program from Altius Learning is a proven, focused, actionable client acquisition system — not just theory.
This training program for financial advisors begins with 40 hours of e-learning followed by six months of live coaching.
39 modules focused on client acquisition fundamentals you can implement immediately.
Biweekly small-group sessions to apply what you’ve learned, refine your approach, and learn from peers' experiences.
Registration closes: August 14, 2026
Coaching begins: September 17, 2026
“Your perspective and advice have been my guiding force for the everchanging landscape of this career and even my life outside of it. My senior advisor and I have grown our business 30% YTD. Truly thank you!”
This program is designed for financial advisors who want to build a highly successful, sustainable, scalable practice.
You’ll build core client acquisition skills through structured learning, then put them into practice with expert guidance.
Join a group of 10–14 advisors, led by an experienced coach, with optional 1:1 support available.
You’ll leave the program with a clear, repeatable path to client acquisition — backed by Altius Learning’s proven tactics and strategies top advisors use to grow.
The behavior and mindset top advisors rely on to push through plateaus, stay focused under pressure, and build a practice that compounds over decades.
A clear value proposition and personal brand that sets you apart in your market and earns the attention of high-net-worth prospects and centers of influence.
A repeatable system for generating qualified appointments through Market Action Plans (MAPs), niche-driven outreach, and a discovery-to-close framework that turns first meetings into committed clients.
Structured tracking from lead to onboarded client, paired with scheduling and prioritization systems that protect your highest-value hours each week.
Proven strategies for earning referrals, consolidating assets away, deepening wallet share, and engaging the next generation, so every client impacts your growth.
A team structure, succession plan, and advanced niche-marketing approach that keeps your practice growing long after you complete the program.
All Million Dollar Foundation Program coaches have built a successful practice before ever stepping into a coaching role. They’re not life coaches working from a generic playbook.
Our coaches are practitioners who have lived through the same plateaus, prospecting droughts, fee conversations, and team-building decisions you’re navigating right now.
Receive practical feedback, implementation support, and the accountability needed to turn strategy into growth.
Our coaches have led and developed teams of advisors, giving them firsthand insights and the decisions that come with scaling beyond a solo practice.
Your coach speaks the language of AUM, COIs, fee compression, and succession — not generic mindset platitudes that could apply to any business.
“I just got the green light from a prospective client on a $5MM Cash Out Refi and moving his $8M account to us – a great day! Thanks for all your guidance.”
– CC, 2020
“I found [the 13 sessions] by far the most valuable training I have received. Honestly, I wish these meetings would continue.”
– JS, 2024
“The most valuable part of the program is how it helped shape my thinking about the connections that I make with people. I established a missionary mindset that has helped me better communicate with clients and prospects. This helps me ‘sell myself’ without feeling like I’m doing it for myself. I’m doing this to help people.”
“In the year immediately after the training I brought in ~$45MM in new assets. More than half of that was from a client who had sold a business for ~$600MM, and with some good work he’ll add to the relationship over time.”