T.E.E.M.S

Talent

Evaluation

Engagement &

Management

System

Employee Coaching & Management Solution

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

We evaluate your employee’s skill set, identifying both strengths and weaknesses that directly impact the company’s services and client relationships.
Afterward, we formulate a tailored training plan, addressing individual needs while aligning with the company’s overarching goals.

But our commitment doesn’t stop there;

We implement a plan accountability system to track your employees’ 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.

3 Steps To A High Performing Team....

Step 1

Evaluation

We start by assessing your team members’ skills and knowledge using our proprietary Aptitude Survey, which consists of 40 to 50 multiple-choice, short-answer, and long-answer questions. Team members are evaluated for their depth of understanding in client service skills, account management, basic estate planning, investments, and insurance. The Aptitude Survey is tailored to your firm’s client offerings and is used to create a training plan that best aligns with your firm’s needs.

Using the survey results, we develop a customized training plan for your employee and review it with you. The team member’s plan outlines 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 follow 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 whether adjustments to their training plan or additional resources are required. You, as the employer, will receive a report detailing your team member’s progress through each step of their program.