After hearing successful financial advisers repeatedly cite the mentorship they received as a critical factor of their success in the industry,InvestmentNews is looking to inspire and facilitate more of it in two ways.
First, a new podcast series, HerMentorship Matters, dives deep into the mentorship relationship to observe the issues that mentees need the most help with, and how mentors can be better guides. In each episode, InvestmentNews talks with a mentor-mentee pair, asking many questions about what they discuss in sessions, how often they meet, and what specifically each side has taken away from the relationship.
Additionally, InvestmentNews is now seeking to facilitate more mentorship through an emerging leaders program at events around the country. Beginning with the Retirement Income Summit in Chicago April 20 – 21, we are looking for experienced professionals to act as mentors to younger professionals who are coming up in the financial advice industry.
Mentors will be asked to share knowledge and experiences one-on-one with an emerging leader who wants assistance developing their skills and making career decisions. Mentors will be recognized at the event and will have the opportunity to bring a group of young advisers to the summit at a discounted rate.
InvestmentNews also needs passionate young advisers who want to learn from more experienced professionals to sign up for the mentor meetings that will take place during networking breaks of the conference.
Young professionals should use the code EMLEADER to participate and receive a special rate for the Retirement Income Summit.
InvestmentNews had planned to offer the emerging leaders program first at the Women Adviser Summit in Huntington Beach, Calif., however, due to the coronavirus-inspired state of emergency issued in that state, the event has just been postponed.
It will now take place, pending changes in the situation, on July 14, instead of the original March 18 date.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Canada, China among nations to react to president-elect's comments.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound