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NEXT LEVEL

Alphastar's Learning-Based Coaching Program

You’ll gain support that empowers your business development, whether it’s your first client, your first multi-million dollar client, or the pinnacle of your career. Along with networking opportunities and insights into the latest best practices from a world class coach and peers at the top of their game.

Experience ongoing learning to help you keep up with the industry and strategically pursue growth. Throughout the year, we offer in-person learning summits and virtual sessions to establish a clear vision for your practice. Recognize opportunities, devise action plans, and maximize your ability to deliver on your clients’ goals.

Next Level Coaching

ADVISOR CONSULTING

Being in business for yourself doesn’t have to mean by yourself. Have an on-demand resource to help you optimize and grow your business. When you’re in the thick of running your business and helping clients, identifying how you work best can be challenging.

Our advisor consulting team serves as your coach, coordinator, and advocate to fill in the gaps. They bring extensive experience in financial planning, wealth management, and access to strategic partners to help you optimize your workflow and remain competitive.

Deepen your client relationships and provide ongoing value throughout their financial lives. Receive on-demand planning recommendations and more from a Certified Financial Planner™.

PRODUCT & PORTFOLIO COACHING
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CASE DESIGN & ANALYSIS
CASE DESIGN & ANALYSIS
RISK/RETURN ASSESSMENTS
RISK/RETURN ASSESSMENTS
PORTFOLIO STRESS TESTING
PORTFOLIO STRESS TESTING
INCOME PLANNING
INCOME PLANNING
INVESTMENT PROPOSALS
INVESTMENT PROPOSALS

ENGAGEMENT

with Next Level Coaching™

Experience capability. Through our coaching program, we equip you to comprehensively manage your business and support your clients with the skills, tools, and knowledge to drive growth. Through this framework, you’re able to maintain your independence without sacrificing the quality of how you work.

Year Over Year Growth Alphastar Top Advisor Statistics:

Based on actual Alphastar-affilliated practice data.

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Increased assets under management (AUM) by roughly 81% in first year of partnership with Alphastar.

Year 1: Joined with $58M in AUM.

Year 2: Broke the $100M barrier and ended the year with $105M AUM.

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Increased AUM by roughly 78% per year on average in first two years of partnership with Alphastar.

Year 1: Joined during the first quarter with $20M AUM, ended with $38M.

Year 2: Ended with $60M AUM; in a bear market environment.