Training Testimonials

What Advisors are Telling Us:

Thanks for helping our team to achieve our 2021 Growth Grid goals. We exceeded both our new household and AUM goals and remain optimistic about the potential of 2022.

“Outstanding program and too much to summarize all the benefits on an email. It gave me the Structure, Tactics and Accountability I needed and was looking for. Wished I had this earlier in my career. Great blend of leaning and doing over 12 weeks. Spreadsheet is outstanding and will continue along with Goal Acquisition Sheet. Tracking is everything. I owe a huge debt of gratitude to you all!”

“This program has been more beneficial than I could have thought possible. It has woken me from what has been somewhat of a plateau the past 2 or 3 years from the standpoint of having a repeatable acquisition strategy.”

“I just wanted to thank you for a great training program, in my seventeen years at Merrill Lynch is was by far the best training program that I have been a part of and I look forward to the continued implementation of the best ideas that came from the calls and the material.”

“The program far exceeded my expectations. I appreciate all of the extra tools that you continually provide to help us become more productive, grow our practices and lead well balanced lives throughout the year!”

"I love this program as it has truly re-invigorated me. My partner and I are gaining momentum and look forward to the future. Thank you for all that you do, this truly has become a game changer for me."

What New Advisors are Telling Us:

“I miss our sessions dearly. I can tell you honestly I found them to be the highlight of the entire training, and if I was offered the chance to opt-in for more of them, I’d sign up in a heartbeat. Thank you!”

“I appreciate the guidance you have provided in the training calls and the time you have put in to help myself and the group develop our skills as financial advisors. I will definitely bring the lessons with me as I continue to build my business.”

"Thank you for the time and effort dedicated to our lessons over the last six months. It is rare to find someone with your level of passion and I think it was contagious for many of us. I am very glad to have met you, appreciate the insights and valuable modules, and think the Altius program is an awesome resource for new advisors regardless of industry experience."

“Thank you for creating an engaging environment and generating questions that allowed our group to share with one another. Of the trainings we’re offered, I found our meetings to be the most impactful! It was great to hear everyone’s successes in and out of the office. Our group had some big wins with prospects and with engagements, new babies and new grandchildren. We had a great group and I will miss checking in with you all on a bi-weekly basis!”

"Hands down the most beneficial thing we had so far in this program was the training with you. Engagement and effort you put in to personalize it for us is something people don’t do enough of."

“I just wanted to let you know how appreciative I am for you taking the time and educating us, running us through simulations, and answering all of our questions. Most importantly, thank you for making it a safe space to learn and share ideas with each other. I really got a lot out of our time. I know the rest of the cohort feel the same.”

“You were a phenomenal leader. Your organization, planning, and leadership made these calls extremely beneficial. The most valuable part of the program was the feedback, recommendations and experiences from the other advisors.”

What Managers are Telling Us:

“I wanted to say thanks again for another great program despite all odds. You and your team have once again been outstanding. ”

“Several advisors commented that this was the best meeting they have ever attended. You kept them engaged and really got them thinking about what they need to do to start building a million dollar practice! You are a true pro and I look forward to your coaching calls.”

“There is no silver bullet for business development, but this is an opportunity to get back to basics. Being a part of the AIS program really makes sense. For those that really participated-it worked! ”

"I'm a believer! You do such an awesome job with these guys on every call! Thank you for your help in making them even better!"

"I am a raving fan of this program. The last time I did the tally, we can point to $70MM in new money from your coaching!"

What Coaching Clients are Telling Us:

“I just wanted to let you know we [hit our goal and] are official!! [We were waiting for some annuitized Production Credits, which came in this morning]. Thank you — as you must know, you are a very big part of this award, and a very important key to our goals. More importantly, you are a great friend and we appreciate your huge support. Thank you for everything.”

“Thank you again for your invaluable guidance and support over the past 2 years!! We feel privileged to have had an opportunity to get to know you and work with you.”

“I truly appreciate having the opportunity to work with you as we continue to develop our practice.”

“Just talked to one of the main CPA pipelines that you and I spoke about — told me that it is great I am local and they are sure they will have clients they will refer to me — they love my operation and style. Thank you— we are going to rock!”

“I just wanted to boast to the teacher. I met a plastic surgeon at a black-tie event and used the script and verbiage you and I spoke about. He emailed me back the following morning with a ‘yes’ and I wanted to share it with you: ’I would enjoy hearing more from you. I am inherently cautious, but ultimately I know I need some advisement.’ Thank you!!”

This has totally been worth the investment. My coach is amazing. Honing in on how to succeed with the Altius playbook. I couldn’t be happier with Altius and working with my coach. Truly amazing experience.

I hope all is well with you and your family. I just wanted to share some news that I thought you’d appreciate. When we initially engaged the prior year our team had brought on a grand total of 2 new households. As you might recall most of our time focused on acquisition. Building a robust pipeline doesn’t happen overnight but, we have seen steady progress. In 2019 we opened 6 households, in 2020 we opened 8 and so far this year we have opened 12 with a good pipeline in place for the future. We have also found lots of opportunity within the existing book. I just wanted to thank you for your guidance and coaching. I feel like it really kicked us into a new growth gear.