Fidelity Launches Online Adviser Training Program with a Human Touch

The program will combine an online training portal with other features, including one-on-one coaching and peer learning opportunities. 

After conducting extensive research and talking with clients, Fidelity Investments learned that many advisers are seeking additional training and coaching to meet a variety of challenges. In response, Fidelity Clearing & Custody Solutions (FCCS) partnered with Peak Advisor Alliance to launch the eLarning Exchange program.

Available exclusively to advisers who clear or custody with Fidelity, the program will combine a customized version of Peak’s online resource portal, one-on-one coaching, and peer learning opportunities to help advisers meet their goals. Online training will cover a variety of topics including client segmentation, referrals and recruiting.

“From ongoing business concentration to evolving investor preferences, this is a transformational time in our industry, and the continuous changes are keeping advisers up at night,” says David Canter, executive vice president of practice management and consulting at FCCS. “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 advisers 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.”

The program will be available to clients of FCCS beginning January 2017. Clients can reach out to their relationship managers to receive information about how to register. Starting in January, advisers who clear or custody with Fidelity can enroll with Peak to access the program’s online portal for complimentary on-demand lessons at any time.

Peak’s one-on-one coaching and the peer learning opportunities will be rolled out nationally following Fidelity’s regional Inside Track events throughout 2017, where pre-conference workshops will be dedicated to the program allowing advisers to sign-up on site.

Following the Inside Track workshops, groups of approximately 10 to 15 advisers will attend ongoing Advisor Exchange Calls with their enrolled peers and have unlimited access to Peak’s online platform and program lessons. They will also receive three complimentary one-on-one coaching opportunities with a Peak Advisor Alliance executive business coach.

The Fidelity relationship managers who work one-on-one with Fidelity advisers will also participate in the program to help advisers on a variety of topics including running a business, succession planning, recruiting and retaining talent, income and equity, driving growth and more.

eLearning Exchange is sponsored by Fidelity Investments. The FCCS is the division of Fidelity Investments that provides clearing and custody to registered investment advisers (RIAs), retirement recordkeepers, broker-dealer firms, banks and insurance companies. Peak Advisor Alliance is a financial adviser coaching and consulting program serving nearly 1,100 advisery firms across the country

To learn more about the eLearning Exchange program, visit the Fidelity Institution website.