Project Description

Altius Learning logo

CASE STUDY ALTIUS LEARNING

Altius Learning is a team of veteran financial advisors who coach top-performing FAs from all of the major financial services firms on client acquisition and practice management.

Originally, Altius’ coaching was either delivered 1-on-1 or via in-person workshops. However, when a Fortune 50 financial services firm asked Altius to develop a large-scale program for all of its new hires, Altius partnered Sonata Learning to redesign its traditional program for online delivery.
SERVICE: LEARNING & DEVELOPMENT
Sonata’s team interviewed financial advisors, managers and senior leadership from across the industry on the challenges facing new FAs, then applied that research to create a curriculum with materials for 9 months of small-group, online coaching sessions plus 20+ hours of self-study material.

Sonata Learning also held a workshop on virtual facilitation skills to help Altius’ coaches adapt their delivery to the online environment.

Since its launch, Altius’ “Million-Dollar Foundation” online coaching program has been implemented successfully with several major financial services companies, preparing hundreds of new FAs to succeed in the industry.

There has never been a better time for new financial advisors to enter the industry than right now. With Sonata Learning’s help we created and delivered a coaching experience that will help them take advantage of this opportunity.

Dave Mullen
Founder, Altius Learning