•  Financial Advisors adopting a more holistic approach to searching
  for their best business model.
• An aging advisor base offering up more acquisition
  opportunities.
• Amazing demand for Licensed Client Associates.

I formed Alta Consulting Group to help solve for these growing needs! There’s an even more specific need for a Local/Regional Expert in these areas. Lots of national players, but very few with intimate knowledge locally. Please contact us to discuss what this means for you! Also, please click on my Bio below to learn more about me!

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