Fidelity Clearing & Custody Solutions (FCCS) has collaborated with Peak Advisor Alliance to launch eLearning Exchange, a new online training programme for its RIAs and broker-dealer clients.
The new practice management programme will offer Fidelity advisors access to Peak’s online resource portal and one-on-one coaching, along with peer learning opportunities.
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Topics will range from client segmentation, referrals and recruiting to client experience and business continuity, the companies revealed.
David Canter, executive vice president, practice management and consulting, Fidelity Clearing & Custody Solutions, said: “From ongoing business concentration to evolving investor preferences, this is a transformational time in our industry, and the continuous changes are keeping advisors up at night. One of the best ways to tackle exponential change is to step back and learn new skills.
“Our goal with this collaboration is to reach a wide range of advisors and offer an opportunity for in-depth training that will help them embrace change, measurably impact growth and take their firm to the next level.”
Peak Advisor Alliance founder and CEO Ron Carson said: “Participating in a program like eLearning Exchange – and having access to a passionate community of growth-minded individuals – allows advisors to think more strategically about the future of their businesses while also generating tangible results that impact the bottom line.”
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