Our partners choose to work with us because we complement and enhance their service models and help them work toward fulfilling their clients’ true purposes. We have developed a blueprint that allows them to seamlessly tap into our capabilities, ultimately providing added value to their clients.
Learn more about how we can partner with you to help achieve your clients’ financial services goals:
Alliance Partners
Altium Alliance is our consulting practice that helps individuals in the professional services industry create wealth management as an offering. We aim to deepen your client relationships through our consultative services including:
Creating mission/vision statements
Designing communication strategies
Identifying practice segmentations
Define ideal clients and develop business strategies
Establishing long- and short-term success metrics
Creating human capital strategies using proven tools and methods
Supporting the creation of key performance indicators and behavioral expectations
Creating sales plans and accountability systems
Ongoing review of plan and adjustments as necessary
Disciplined portfolio governance
Improved scale and efficiency
High degree of customizations including restrictions and tax budgets
Sophisticated tax management
Portfolio transition and onboarding support
Hightower Advisor Practices
Altium supports Hightower advisory practices by simplifying and streamlining processes, so that they can allocate their resources toward building and retaining client relationships. The potential of benefits of partnering with Altium include:
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