Peak Advisor Alliance and Fidelity Clearing & Custody Solutions (FCCS), the division of Fidelity Investments that provides clearing and custody to registered investment advisors (RIAs), retirement recordkeepers, broker-dealer firms, banks and insurance companies, today introduced the eLearning Exchange, a new program that offers access to Peak’s online resource portal and one-on-one coaching, as well as peer learning opportunities to advisors.
Peak Advisor Alliance, a leading financial advisor coaching and consulting program serving nearly 1,100 advisory firms across the country1, has helped develop the eLearning Exchange to offer advisors who clear or custody with Fidelity access to Peak’s training on a variety of topics to help get them future-ready. Topics range from client segmentation, referrals and recruiting to client experience and business continuity.
The collaboration resulted from Fidelity research and client conversations which indicated that advisors are looking for more training and personalized coaching on a wide range of challenge areas in their businesses. In seeking to extend Fidelity’s existing Practice Management and Consulting offering and content to a broader range of clients via a streamlined and instructional design format, Fidelity turned to Peak.
“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,” said David Canter, executive vice president, practice management and consulting, Fidelity Clearing & Custody Solutions.
“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.”
The eLearning Exchange program offers access to Peak’s online training portal and one-on-one coaching, as well as peer learning opportunities that not only cater to advisors’ individual learning styles, but when combined, create a powerful learning and accountability model.
“Never have the opportunities been greater to succeed as an advisor, nor the distractions to fail. We’re on the eve of experiencing a new competitive landscape in our profession, making it all the more crucial for advisors to continually seek knowledge and new ideas on how to improve their businesses and sustain meaningful growth,” said Ron Carson, Founder and CEO of Peak Advisor Alliance.
“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.”