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Alta Consulting

While out calling on my Financial Advisor clients in AZ/NM for the last 25+ years, I could see 3 specific trends forming

  •  Financial Advisors adopting a more holistic approach to searching
    for their best business model.
  • An aging advisor base offering up more acquisition
  • 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!

Click Here For Bio