This downloadable chart is an invaluable resource for managers and supervisors aiming to enhance a team member’s performance. Originally featured in Ferdinand F. Fournies’s “Coaching for Improved Work Performance,” this straightforward yet powerful employee coaching tool has been widely used for some time. The chart clearly outlines an effective employee coaching process to pinpoint the […]

Advisory Education Partners, a leading provider of employee training and development programs for independent financial advisory firms, is excited to announce the addition of a new course to their Essential Skills For Financial Advisors program. This latest offering, titled “Networking For Success: A Guide for  Financial Advisors” is designed to teach crucial skills needed to

Key 2025 Financial Data   We are pleased to provide you with our latest Print & Post.  A 2-page summary of key financial data from the IRS, Social Security, and Medicare.  Save time combing through the internet with this simple well-organized reference sheet which includes: 2025 Tax Brackets and Rates, Standard Deduction, and Child Tax

“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,