Inspiring and facilitating mentorship for young advice professionals

Inspiring and facilitating mentorship for young advice professionals
InvestmentNews to foster this critical step towards success
MAR 09, 2020

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.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave