May 21st, 2024 – Advisory Education Partners (AEP℠) proudly announces its strategic partnership with Nifty Advisor Support, a pioneering provider of talent solutions for independent financial advisors. Together, they aim to redefine employee training and development within the financial advisory sector.
Nifty’s mission is to foster an inclusive environment for learning, collaboration, and growth within the financial planning industry that caters to multiple careers, backgrounds, and lifestyles. Combined with AEP’s belief in the power of a process driven approach to training, this partnership will leverage expertise and experience to deliver powerful tools to independent advisors.
“At Nifty, we’re passionate about providing opportunities to strengthen relationships between advisors and their staff,” says Michelle J. Wong, Founder and Chief Executive Officer of Nifty Advisor Support. “Our partnership with Advisory Education Partners lowers the barrier to entry and gives advisors access to high-quality resources for client servicing staff in Financial Services.”
Through this collaboration, Nifty Advisor Support and AEP aim to elevate the level of trust and confidence clients have in their financial advisory teams. By leveraging Nifty’s innovative solutions and AEP’s comprehensive training platform, they seek to equip advisory firms with the tools and expertise needed to thrive in today’s competitive landscape.
As a partner, AEP will provide a complimentary assessment to firms participating in Nifty Advisor Support’s Fractional Recruiting service, testing the technical skills and abilities of candidates and employees. Assessments can be customized based on advisors’, businesses’, or clients’ needs. Following the assessment, advisors will have the opportunity to enroll their support staff in one of AEP’s training programs at an additional cost.
This partnership marks a significant milestone in the journey towards modernizing and enhancing the human experience within the financial advisory industry. By combining their strengths and resources, Nifty Advisor Support and Advisory Education Partners are poised to revolutionize employee training and development, ultimately driving greater success for advisors and their clients.
For more information about Nifty Advisor Support and Advisory Education Partners, visit Nifty’s Website and AEP’s Website, respectively.
About Nifty Advisor Support
Nifty Advisor Support is a leading provider of virtual talent solutions for independent financial advisors. With a focus on innovation and sustainability, Nifty offers a wide range of services designed to streamline operations and enhance client experiences.
Contact:
Michelle J. Wong
Founder, Chief Executive Officer
Nifty Advisor Support
info@niftyadvisorsupport.com
The Employee Training and Development Partner for Independent Financial Advisor