About Us

Our Belief

“Train people well enough so they can leave. Treat them well enough so they don’t want to.”
Richard Branson

 

The Advisory Education Partners Team

Nick Scott, Senior Partner & Program Advisor

Nick Scott brings more than 30 years of experience in the financial services industry, including work with Fortune 500 insurance companies, employee benefit firms, and registered investment advisory firms. His career has spanned direct client advisory roles as well as the design, training, and leadership of high-performing advisory and client service teams.

Throughout his career, Nick observed a consistent challenge across firms of all sizes: talented employees were expected to perform at a high level without receiving structured, role-specific training. In response, he founded Advisory Education Partners (AEP) in 2023 to serve as a dedicated training and development partner for independent financial advisory firms. AEP provides practical, role-based education, assessments, and coaching designed to improve execution, reduce operational risk, and help firms scale through stronger, more confident teams.

Tara S, VP Operations & Communications

Her background in banking, financial services, business ownership and non profit administration/leadership makes her an invaluable resource for AEP.  Her career includes small business owner, client service and leadership roles.  

 

Maureen F. Client Services Manager 30 years, Contributing Expert

Maureen brings an extensive background in client service operations and management which has helped shape our curriculum. Her career has included maintaining relationships with high-net-worth clients and managing and coaching many client service professionals and operations associates. 

Mark S,CPFA®, AIF®, C(k)P®, Contributing Expert

Mark’s 42 years of industry experience as retirement and benefits plan expert as well as personal Financial and insurance planning has been a strong influence on our curriculum.    Mark’s own belief in professional development is evidenced in his impressive list of credentials.

Christine H, Marketing Executive, Contributing Expert

Insightful marketing executive with experience developing and leading talent. Chris has lent her insightful knowledge about leadership and messaging which is reflected in our communications.  Her career includes Banking and Consumer Package Goods Industries and an MBA from Harvard Business School.