AlphaStar offers a wide range of services that help simplify and accelerate your business. See below to find out how.
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Whether you have been in the business for years or just getting started, we have a coaching program built to help you grow your business. For new advisors coming into the business (or less than $1M AUM) we offer a full training program that provides industry, product, process, and systems training to get you on the right path! For advisors that have grown a good book of business we offer access to industry, coaches to further hone your process and explore new ways to enhance your business.
Our compliance team is here to help protect your business in the most efficient way possible. Not only do our advisors have the best technology allowing quick response online ad review and compliance meetings, social media and website monitoring but we also offer a personal touch to learn about your personal business model and help you protect yourself by doing business the right way.
AlphaStar has created different presentation systems that are tailored to our investment solutions and designed for use with prospective clients. We supply pre-approved materials designed to assist you in the sales process - including fact sheets on each portfolio model. We have designed a client assessment guide and client brochure that work together to set expectations. We provide powerful content for our advisors to use on social media outlets. This just names a few of the marketing options and creations we have readily available.
Every form needed to open and maintain an account with us is setup on DocuSign. All of your ad review, compliance notifications, and end of year compliance meetings are all online and easy to use. Most importantly, we have developed a single sign-on into our advisor portal to access advisor resources and all client account information and performance in one spot.
We have created AlphaStar Direct to help support advisors who are in growth mode and want to gently release the smaller accounts they have in order to free up time and resources to gain larger clients. We have an in-house advisor that can take over these accounts for you.
Research and Investment Team
AlphaStar Capital Management provides professional asset management that gives confidence and resources to better serve your clients and expand your business. These investment services are extensive and include: research, portfolio construction, trading, rebalancing, and portfolio administration functions.
"Yes We Can" Service
Each day you probably face personal and business challenges that impact the future of what you have worked so hard to build. We want to provide the answers you are looking for to grow your business.
Solution Sales Training
AlphaStar has developed a full scale training program designed to get you to start gathering assets and building your recurring revenue stream quickly and efficiently.