Increase your market share by helping them grow their practice.

Transcription

1 build relationships with top financial advisors Increase your market share by helping them grow their practice.

2 I won t listen to a wholesaler talk about why his growth fund is better than their growth fund. But if I can learn something that will add value to what I offer my clients, then I m all ears. N H Morgan Stanley Sponsor High-Quality, Value-Added Training & Coaching Find New Ways to Stand Out in the Crowd. The investment landscape has changed. Financial advisors now have vast lists of investment solutions to recommend to their clients. With more offerings has come a wave of new wholesalers calling on those advisors. A recent survey found advisors typically receive 50 to 100 sales calls a week. Today, just getting past their gatekeepers is an enormous challenge, even for wholesalers from the largest asset management companies. Altius Learning has developed a solution that cuts through the clutter. By sponsoring professional development events, wholesalers can gain visibility, credibility and access to topproducing financial advisors and their office leadership teams. Thank you for the outstanding training session. I had three advisors who previously were impossible to reach request a follow-up appointment with us." S M A major asset management firm Get in Front of Top Advisors Altius Learning has rolodex currency with leaders at the country s largest wealth management firms. Office leaders know our brand and our reputation for excellence in professional development, which is why our training sessions get strong attendance. ONE

3 align your company with a leader Altius Learning is the right training partner for your marketing efforts. We help financial advisors achieve their highest potential by delivering the best tools, professional development and guidance in the industry. The quality of our training will reflect well on your brand. Our principals and instructors were all advisors, complex managers or regional managers, overseeing branches of some of the nation s largest wealth management firms. With over 25 years each in the field, these highly experienced professionals know what strategies work and, more importantly, how to put concepts into practice. Collectively, we have hired, trained, and coached hundreds of million-dollar-plus producers. Our tactics-based approach is fueled by deep insights and has a measureable, careerchanging impact on the advisors with whom we work. TWO

4 Thank you for presenting your ideas and the specific tactics to the complex. We got excellent feedback and look forward to working with the advisors on implementation. C W UBS Sponsorship Gives You Access When you sponsor an Altius Learning event, you get to the right audience. We attract senior financial advisors and proven producers, many with over $100 million in client assets. These advisors are actively growing their business and looking for ways to reach the next level. They re receptive to new ideas because their success is directly tied to the value they provide to clients. Make Branch Managers Your Allies Managers are the gatekeepers in their offices, often deciding which wholesalers can visit. Without their blessing, you simply won t get the best opportunity to present your offerings. When you sponsor an Altius Learning program, we introduce you to the local leadership team. You get the opportunity to build relationships with them. We then enlist their personal assistance in connecting you with their financial advisors. Be Our Elevation Series Partner Our Elevation Training Series is an instructor-led training program consisting of three, two-hour training day events spaced days apart. We usually partner with one sponsor per training day. We were just talking about your performance at the National Conference. You were rated 4.5 of 5, one of the best. Great job and thanks again for your excellent resources. D L Raymond James These content-rich, motivational training sessions cover Business Development, Wealth Management and Business Management. Typically, 25 or more experienced financial advisors attend each event. THREE

5 become part of an advisor s inner circle Wholesalers know they need to focus more on relationship building, yet the reality is many miss the mark by emphasizing product sales. To have a greater impact, they need a more comprehensive approach. Give financial advisors what they really want: Training that will help them be more successful Information and support in building a robust, high-quality business Strategies for implementing best practices Market share growth is the result of strong relationships. When you sponsor value-added training events, financial advisors are more receptive to your firm s message. They welcome you to their team and look to you for ideas and resources that enhance their practice. This professional development focus provides a springboard from which a mutually-beneficial relationship can be cultivated. FOUR

6 Continuing Education Credit Participants in the Elevation Series are eligible to receive up to two Continuing Education Credits for each session they attend. Sponsor participation typically takes place in the following form: Pre-Call We introduce you to the branch manager or senior leadership of the complex. As a group we discuss the upcoming presentation and how to make it most valuable for their financial advisors. In-Session Introduction You have a minute speaking slot at the beginning of the training to showcase your organization. In-Session Conclusion At the end of the session, the Altius Learning instructor reiterates the value your firm provides to financial advisors and positions you to engage with them on a one-on-one basis. Post-Training Information We provide an attendee list from the session so you can follow up with each participant individually. Follow-Up Support We ask the branch manager to support you by making introductions to top-producing financial advisors, who otherwise might be inaccessible. Exclusivity We typically invite only one sponsor per event, maximizing your visibility. I have already been back to the office three times following up with the advisors who attended the Elevation Series sessions. I am having good and constructive meetings with them and feel confident our relationship will be productive. S V A major asset management firm Altius Learning wants sponsors to get a solid return on investment. By leveraging our network and experience, you can deepen your relationships with advisors, which will result in significant, ongoing, long-term sales growth. FIVE

7 Other Sponsorship Opportunities For those strongly motivated financial advisors ready to put the concepts from our Elevation Series Training into practice, Altius Learning offers small group coaching. It provides another sponsorship opportunity for wholesalers to deepen their relationship with advisors. Group coaching is available as two different options. In our one-year program, groups of five to seven advisors have monthly interaction with an Altius Learning coach who prescribes specific tactics and holds the advisors accountable for implementation. In our mini-series offering, we cover a specific topic for financial advisors in a series of sessions lasting one to three months. Wholesalers participate in the coaching calls and are positioned as an invaluable resource in helping advisors build their practice. Additionally, we offer new advisor training, keynote presentations and manager leadership training, all of which can be sponsored. Altius Learning s first session with 60 qualified participants got rave reviews. Word of mouth increased attendance to almost 100 for the second session. Our attendees came from every branch in the city and rated your meeting 5 out of 5. Your organization continues to provide the absolute best training our complex has experienced. M K Morgan Stanley We had a full house yesterday with mostly large producers (up to $3 million), and the feedback was excellent. Thank you for a great job! G A Merrill Lynch Last night was a big success! We had 31 advisors, the complex manager and three of his branch managers attended the Altius Learning event for the Wells Fargo complex. I've never seen advisors take notes so furiously! Every manager invited us to visit their offices. We should get 30 one-on-one's as a result of this event. Great stuff! J P-H A major asset management firm SIX

8 Altius Learning, Your Partner in Success Sponsoring value-added training and coaching is one of the most effective ways for representatives from asset management companies to build relationships with financial advisors, enhance their brand, and showcase their offerings. If you d like to explore sponsorship opportunities with Altius Learning and all that it can do for your organization, contact us today S. Logan Street D-321 Englewood, CO info@altiuslearning.com