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Nifty Advisor Support Partners with Advisory Education Partners (AEP)

Nifty Advisor Support Partners with Advisory Education Partners (AEP) to Revolutionize Employee Training in the Financial Advisory Industry

May 17th, 2024 – Nifty Advisor Support, a pioneering provider of talent solutions for independent financial advisors, proudly announces its strategic partnership with Advisory Education Partners, LLC (AEP). Together, they aim to redefine employee training and development within the financial advisory sector.

AEP, founded by industry veterans with a shared belief in the power of a process-driven approach to training, brings a wealth of expertise to the table. Their focus on empowering advisory firms’ support staff fills a critical gap in the industry, aligning perfectly with Nifty’s commitment to excellence in every aspect of the team experience.

“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.

“We chose to partner with Nifty because of their visionary approach, expertise, and shared philosophy,” says Nick Scott, Client Service Expert and Program Advisor from Advisory Education Partners. “Together, we are committed to helping advisors reach new heights of success by providing top-notch training and development opportunities for their support staff.”

As a partner, AEP will provide a complimentary assessment to any firm 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.

About Advisory Education Partners (AEP)
Advisory Education Partners (AEP) is a distinguished firm specializing in employee training and development within the financial advisory sector. Founded by industry veterans, AEP is committed to enhancing the skills and performance of support staff in advisory firms through a process-driven approach to training.

Michelle J. Wong
Founder, Chief Executive Officer
Nifty Advisor Support

Nick Scott
Client Service Expert and Program Advisor
Advisory Education Partners

This press release highlights the strategic partnership between Nifty Advisor Support and Advisory Education Partners, emphasizing their shared commitment to revolutionizing employee training and development in the financial advisory industry.

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