“I Skate To Where The Puck Is Going, Not Where It’s Been” Wayne Gretzky’s quote applies not only to becoming a hockey great, but to becoming a great Financial Advisory practice as well.   As firms experience growth, the spectrum of client types and their respective needs inevitably broadens. This diversification presents both opportunities and challenges […]

Two New Lessons — Advisory Education Partners (AEP), a leading provider of process-driven employee training and development programs for independent financial advisory firms, is excited to announce the launch of two new courses: Delivering Constructive Criticism and Attention to Detail. These courses have been designed to support the growth and operational excellence of financial advisory

Our previous post discussed the crucial role improving attention to detail plays in building strong client relationships. However, it’s important to remember that attention to detail is equally vital in all professional interactions. Whether working with colleagues, management, or other professionals, people constantly form opinions about your competence—often based on how well you manage the

FOR IMMEDIATE RELEASE: Advisory Education Partners Launches Advanced CSA Training  [New Jersey] – Advisory Education Partners (AEP), a leading provider of employee training and development programs for independent financial advisors, is proud to announce its newest offering: an Advanced CSA Training Classes designed to elevate the expertise and performance of professionals in advisor support, client

Your Clients Notice- Trust and confidence are the foundations of every client relationship. No skill effects the trust and confidence your clients build in you and your firm more than attention to detail. Clients entrust your firm to not only protect and grow their assets but to put their interests above all else, displaying the

2025 IRMAA Adjustments for Medicare   November 8, 2024, the Centers for Medicare & Medicaid Services (CMS) released the 2025 premiums, deductibles, and coinsurance amounts for the Medicare Part A and Part B programs, and the 2025 Medicare Part D income-related monthly adjustment amounts. We have prepared a Print & Post Fact Sheet for the

Referrals are the lifeblood for many successful Financial Advisory Firms. According to the 2024 Schwab RIA Benchmarking Study referrals accounted for 67% of new assets and clients in 2023 among respondents.  Referrals should be thought of as a win-win scenario. Clients want to help others  benefit from the great work you have done for them,

The success of a financial advisory firm is heavily dependent on the ability of it’s team members to build strong relationships and work together.  Relationships, whether with clients or among co-workers, are formed through many interactions between people and are directly affected by emotions (positive and negative).  However, emotions can also become a hinderance to

How Unproductive Time at Work Costs Your Business Money As the manager of your firm, you understand that every dollar and every minute counts. What you may not realize is the actual cost of distractions at work. It’s easy to overlook a few idle minutes here and there, but these seemingly insignificant periods can add

Understanding Eisenhower’s Matrix: A Path to Effective Time Management  Managing time efficiently is crucial for personal and professional success. One of the most effective tools for prioritizing tasks and making better decisions about where to focus your energy is Eisenhower’s Matrix.  Eisenhower, the 34th President of the United States, claims to have used this method