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

SEC Says Game Service Roblox Part of ‘Active Investigation’
SEC Says Game Service Roblox Part of ‘Active Investigation’

Short sellers previously said the company was under investigation, though Roblox denied allegations.

Musk’s DOGE descends on CFPB with intention to shut it down
Musk’s DOGE descends on CFPB with intention to shut it down

The Consumer Financial Protection Bureau is in the crosshairs of the Republican group that is widely attempting to dismantle government agencies.

Advisor fighting Finra banishment loses $17.7 million dispute with old firm
Advisor fighting Finra banishment loses $17.7 million dispute with old firm

National Securities Corp. sued the advisor in 2020, alleging breach of contract and unjust enrichment.

Job numbers, inflation leaving room for Fed to hold rates
Job numbers, inflation leaving room for Fed to hold rates

Recent data support a measured pace by the Federal Reserve for the year ahead.

Private assets remain hot despite surging stock market
Private assets remain hot despite surging stock market

Financial advisors are still adding alternatives despite the surge in publicly traded stock prices

SPONSORED Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.

SPONSORED Why wealth advisors should care about the future of federal tax policy

Blue Vault features expert strategies to harness for maximum client advantage.