Alto means to “Lift Up” in Latin and our goal is to lift up the lives of all of our clients and partners every day. Our mission is to help our clients make their income last their entire lifetime because they deserve to have a comfortable retirement. We seek first and foremost to serve our clients to create long-term relationships that always put the needs of the client first.Download Our Corporate Brochure
Our Core Values
We believe in conducting ourselves with unwavering Integrity and Honesty: Nothing is more important to us. Our business is in helping the lives of our clients in any way we can. First and foremost, in everything we do we believe in conducting ourselves in a way we can be proud of and in complete transparency with our clients and each other.
"Over-The-Top" Client Service
Let’s be honest, every financial services company says this, but we try and live it. This means not only becoming experts in our field, but in trying our hardest to provide our clients with the financial solutions that are right for them and their families. Many times this means advocating a solution to a client that might make our agents and advisors less money in the short term. We believe strongly in creating the long term relationship with our clients which is fostered by putting their needs first.
Get Better Everyday
We never stop learning – No matter how long we’re in this business or how far we climb, we never stop seeking to get better every single day. This means never stopping your professional development through reading, studying and continuing education on how to lead and grow a business as well as becoming a technical expert in our field.
The true key to success in any business is opening yourself up to learning new methods and processes. We often recruit very experienced financial services professionals and ask that they, at least temporarily, leave their preconceived methods at the door. As you gain experience in our system, you will undoubtedly put your own techniques on your business, but initially we find it is best to embrace what we teach if you choose to work with us.
This term is bandied about frequently, usually with little to no explanation on what it means. To us, this means you commit to fully participate in our methods and programs and to strive to achieve our Key Performance Indicators. Being accountable is also a two-way street and we commit to also being accountable to you. If you keep your commitment to us, we keep our commitment to you, and we’ll do what we said we’d do.
While this business you’ve chosen to grow for yourself can be very financially rewarding, it takes constant hard work and dedication. You will not achieve your goals for your business without committing your time and complete effort to its success. We’ll teach you the tools you need to succeed, but only you can dedicate yourself to your success.
What Some of Our Agents Have Said About Working With Alto
Over the years I have looked into several different companies. The companies would recruit as many people as they could, give them minimal training and see who could make it. In order to get clients, I either had to talk to all of my friends and family and begin getting referrals, or pay a ton of money for non-exclusive leads. In both types of business models, there was a high failure rate. I could not afford to fail if I was going to join the insurance industry.
Overall, I see that Alto is making a significant investment in my success. My coach and mentor, is doing all he can to help me learn the business and improve my skills. His feedback and coaching are invaluable. The huddles and training sessions help everyone get better. The overall culture seems very conducive to helping our agents and agency owners achieve and maintain a level of excellence that I haven't seen in other places.
From the moment I joined Alto, I was struck by the sense of purpose that permeates the organization. The company is committed to improving the lives of clients as well as first-class training for all agents. The leadership team along with Alto University gives all the agents the feeling that not only they can be successful, but more importantly, the determination to do what is right for the client. And this mission is evident in everything that they do.
After bouncing around many different IMO's I found my home with Alto FG. Their leadership and training platform are 2nd to none. The "family feel" is felt in every training and meeting that they hold. The managing partners have a heart to serve others and to see ALL of their agents succeed and have a better life for their family. I really got a great feeling from day one that everyone is here to help and assist agents in any way that they can. New agents are not just thrown into the field without the proper preparation work to make sure they are successful. Alto Financial Group puts the client and the agent above themselves. If you are looking for a place to call home where you will be fed on a weekly basis and have unmatched training available, I highly recommend Alto Financial Group for your new forever home.
Alto Financial Group is an organization that thoroughly prepares agents to properly serve their clients. When agents can receive consistent, regimented training that scales up as the agent advances in their financial services career it creates a healthy environment and opportunity for growth. Well serviced professionals = Well serviced clients.
I would recommend Alto to any new agent. You don't find quality mentorship at all companies, with Alto you are not only mentored by one but by many with diverse styles of mentorship! Their training is the very best and you are never alone, they really put the team in team work. They have ongoing training and everything you need to know is right at your fingertips. Alto has truly put tremendous amount of time into making sure we as agents have what we need to succeed.
Alto Financial Group is the best IMO I have found. I actually sought such an organization for four years. Commissions are great. Leadership is great. They are very approachable and cooperative. There is freedom to be yourself and develop your own business. Alto Financial Group has clients rather than customers.
For 3 years I searched for a "home", someplace where the organization cared more about me, not just what I could produce. The training and support are top notch. Finally, I am in business FOR myself.....but not BY myself.
Alto Financial Group is truly a one of a kind of work place. It is built by people who care about people. Good things happen for the agents because the basis of business is to do the right thing for our clients. The training system has proven over many times it creates great agents. I have been in the financial industry over 25 years and I have finally found a home with all the priorities in the right place. If you are looking for a place to grow a business, you cannot find a better home than Alto.
When I first started with Alto, I was coming off of Chemo/Radiation treatment, I wasn’t sure what the future held for me. I’ve been in a a lot of sales positions in my life. All usually compromising my beliefs in order to make a paycheck. I knew I liked our purpose is to serve others & the financial reward will come from the value I bring. Over time I struggled with my own personal work ethic but my partners/mentors/family was always there to support me and encourage me. Owning my own business is an inside job. But Alto’s business model is second to none. Just wish I found Alto Financial Group 30 years ago
(1) Our registered investment advisors are investment advisory representatives of Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration with the SEC does not imply a certain level of skill or training. Investment products are not FDIC insured, offer no bank guarantee, and may lose value. Alto Financial Group is not affiliated with Encompass More Asset Management LLC.