Wholesaler Testimonials

What Experienced Wholesalers are Telling Us…

    • “Feedback from the field can be summed up as ‘extremely impactful’. Thank you for all you do. This training has given me some good leverage and opened up more business.” – B.P. May 10th, 2016
    • “I believe these calls are as helpful for us as they are for the advisors. The calls we have been on have provided excellent insight for us on the best ways to work with the advisors in the program, and shown the best value adds for us to offer that specifically complement what they are working on.” – C.D. June 28th, 2016
    • “As you and I have discussed in the past, Altius is the only outside training vendor I use.  In 15 years, I have yet to find a group that can present their content in a logical and memorable fashion as well as Altius.” -P.N.  August 15th, 2016
    • “I was curious how a 5-hour interactive training would go in terms of content as well as if the right advisors would attend, and if they would participate and see value. All of my expectations were so greatly exceeded. The best part of the days was that in staying the entire 6 hours. I was able to learn so much about all of their practices and them more as people and build an entirely deeper relationship with them. I was allowed 30 or so minutes to present which also was a great opportunity to tie in how our firm can add value and new clients to their practice. The end result is the best part- every single person thanked me and said it is one of the best training’s they have ever done and asked me to see them. I currently have an appointment with every team and they all see us as a valued partner and want to do business with us.”
    • “I just wanted to follow-up on the Altius training we participated in back in November.  Several of the top teams in the complex participated and the reviews have been extremely strong.  One of the benefits of this program is that we get to know the FA’s business at an extremely deep level and as I have followed up we have seen two of the teams add us to their PIA models for about $2mm to start, and another team that used AHIM added MPF and did about $2mm in SMA!  Thanks for helping us get this done and I will keep you informed as we continue to see results!”-B.K. January 26th, 2016