Employee Coaching & Management 

TEEMS℠

  -Talent

  -Evaluation

  -Engagement

  -Management

  -System

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The Employee Training & Development Partner for Independent Financial Advisory Firms

Running a financial advisory firm means balancing growth, client service, and operational excellence—all while developing your team.
TEEMS℠ helps you do all three.

TEEMS is Advisory Education Partners’ outsourced employee development system built specifically for financial advisory firms.
We combine customized learning plans, professional coaching, and proven educational resources to help your team perform at a higher level—faster, more consistently, and with measurable results.

A Smarter Way to Develop Your People

Every employee brings a different mix of strengths and learning needs. TEEMS gives your firm a structured, data-driven approach to employee development—without adding management burden to your plate.

Step 1: Introduction & Evaluation

Each participant starts with an onboarding call and a personalized evaluation.
We learn about their current skills, role duties, and goals to establish an accurate starting point for training.

 

Step 2: Plan Development

Using data from the evaluation, job descriptions, and manager input, we develop an individualized learning plan.

Each plan combines AEP’s on-demand video lessons with a weekly one-on-one coaching schedule, milestone tracking, and measurable results.
Typical plans span 4–6 weeks.

Step 3: Coaching & Guidance

Participants meet weekly with their Program Advisor, who ensures progress, answers questions, and provides ongoing feedback.
Supervisors receive weekly status updates, so you can monitor progress without managing the process yourself.

Step 4: Success & Continuing Education

Once they complete the program, employees get full access to AEP’s learning materials for 12 months to stay current and reinforce their knowledge.

What Makes TEEMS Different

  • Built for Advisory Firms – Every element is designed around the workflows, compliance needs, and client-service expectations of independent RIAs and wealth-management teams.

  • Turnkey Implementation – AEP handles training plan design, coaching, progress tracking, and communication—your managers simply receive updates.

  • Scalable and Repeatable – Use TEEMS for onboarding new hires, upskilling current staff, or preparing high-potential employees for advancement.

  • Linked to Measurable Outcomes – Weekly progress reports and defined learning milestones let you track ROI on training investments.

  • Reduce Onboarding Time
  • Improved Operational Efficiency
  • Stronger Team Collaboration
  • Scalable Growth Support
  • Consistent Client Experience
  • Differentiation in the Marketplace

Ready to invest in your team?

Schedule a Call