Leveraging Advisor Mentorships

13/06/2024 57 min Episodio 38
Leveraging Advisor Mentorships

Listen "Leveraging Advisor Mentorships"

Episode Synopsis

In this episode we will discuss the following:Successful advisor mentorship structuresRookie advisor career pathingSuccession planning mentorshipsMentorship mistakes to avoidOur guests for this discussion are…Solomon Schmidt – National Executive of Wealth – Key Investment ServicesMatthew Griffin - Managing Director – Steward Concepts (Family Trust CU)Jason Driver – Financial Advisor – Steward Concepts (Family Trust CU)Join us for valuable insights on implementing a successful mentorship program!