At Advisory Education Partners℠, we believe that the most successful advisory firms are built on strong, coordinated teams. That’s why we’ve partnered with Coach David Leo, author of The Financial Advisor’s Success Manual, to bring you a free video designed for firm owners, managers, and team leaders.
In this joint session, Coach Leo explores how advisors and client service professionals (CSAs) can work together to deliver a truly remarkable client experience while improving efficiency and profitability across the firm.
What You’ll Learn
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The CSA’s strategic role in advisor success—not just task completion, but as a true force multiplier
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Strengthening client relationships through proactive engagement, onboarding, and ongoing support
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Aligning team strengths to allow advisors to focus on client strategy while CSAs ensure flawless execution to build high performing teams.
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Practical tips for shifting your client service team from a task-based to a strategic team mindset
Why This Matters
High-performing advisory teams don’t happen by accident—they’re built intentionally. By clearly defining roles and responsibilities, firms can enhance client trust, deepen relationships, and increase capacity for growth.
Watch at No Cost
We’re making this video available at no cost as part of our commitment to helping independent advisory firms develop the people and processes that drive long-term success.
To view this impactful discussion, visit the AEP Learning Center
The Employee Training & Development Partner For Independent Financial Advisory Firms
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