T.E.E.M.S

Talent

Evaluation

Engagement & 

Management

System

Lets Discuss How We Can Help Build You A High Performance TEEM

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TEEMS is a comprehensive solution for employee training and development, designed to empower firms and their workforce for optimal performance.

  • We conduct an evaluation of your employee’s skill set, identifying both strengths and weaknesses that directly impact the company’s service offerings and client relationships.
  • Afterward, we formulate a tailored training plan, addressing individual needs while aligning with the company’s overarching goals. Your team member’s training plan will feature lessons from our AEP Learning Center.

But our commitment doesn’t stop there;

  • We implement a training plan accountability system to track your employee’s progress over time, ensuring they stay on the path to success.

With TEEMS, companies can rest assured that their employees are continuously evolving to meet the evolving demands of the business landscape.

 

The AEP Learning Center℠  offers a series of online video lessons designed to cover crucial concepts and skills individuals in the Financial Advisory field,

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3 Steps To A High Performing Team....

Step 1

Evaluation

We begin by evaluating your team member’s skills and knowledge using our proprietary  Aptitude Survey comprised of 40-50 multiple choice, short and long answer questions.  Team members are evaluated for their depth of knowledge on client service skills, account management, basic estate planning, investments and insurance. The Aptitude Survey is  customized to your firm’s client offering and used to develop a training plan that best matches your firm needs.

Using the Survey results we develop a customized training plan for your employee and review it with you.  The team member’s plan provides specific training tasks and weekly milestone dates for completion.  All plans include a weekly coaching and review session with an AEP Program Advisor.

Step 2

Engagement

Step 3

Management

Our training  accountability plan means we will be following up to ensure your team member is on track to complete their training plan.  Even if your employee falls behind we will work with them to determine if adjustments to their training plan or additional resources are required. You, the employer, will get a report detailing your team member’s progress through each step of their program

TEEMS Plan & Pricing