Advisory Education Partners

Conducting Successful Prospect Meetings

Course • 2 lessons

A good start with a prospect is key to converting them to a client and building a long term successful relationship. And perhaps nothing is more important then a good first meeting. Learn to prepare for and conduct an effective prospect meetings.

Become A Prioritization Pro

Course • 1 lesson

Successfully and accurately completing your daily tasks lies in your ability to properly prioritize those tasks. Teresa Riccobuono, CEO of Simply Organized, explains the What, When and How's of becoming a Prioritizing Pro.

Fast Facts-Retirement Distribution Rule 72(t)

Course • 1 lesson

The IRS code allows the ability for distributions from qualified assets under Rule 72(t). Understanding both what a 72(t) distribution is and how to set one up without running afoul of IRS rules is critical.

Fast Facts-Exchange Funds

Course • 1 lesson

Exchange Funds are a unique strategy sometimes utilized by high net worth clients. Understanding the complexities of these products will help build trust and confidence with your top clients.

Critical Thinking Skills

Course • 4 lessons

Critical thinking is a questioning approach to form a judgment or conclusion. It encourages reflective and independent thinking to guide us through the hundreds of decisions that we make throughout a week.

Fast Facts- Margin Accounts

Course • 1 lesson

The basics of Margin Accounts, part of AEP's Fast Facts lessons