Sales, Marketing, & Training

Template Marketing Materials

AlphaStar maintains a wide range of compliance reviewed, template marketing materials for simple branding, customization, & compliance approval.

Coaching Programs

Veteran AlphaStar advisors offer hands-on, in-person coaching to help establish sales methods, office processes, & business efficiencies

Pathways – New Advisor Training

Custom training program for newly licensed or inexperienced investment advisors, focused on educating, guiding, & supporting the advisor to build confidence and quickly grow assets under management

Sales Tools

AlphaStar provides a large assortment of sales presentation materials, portfolio analysis and income planning software, & meeting prep tools

Series 65 Exam Prep

AlphaStar maintains a partnership with ExamFX for discounted test prep courses