Mentoring

Many financial advisors say that mentorship was key to their early success. Here's how advisors found and built those relationships.

Ford shares how he rose from cold-calling as a broker to becoming head of wealth at one of the country's biggest banks, and what's next for his team.

In conversation with Patti Cook, CEO of Finance of America Companies

Join Maggie Kimberl, President of the Bourbon Women Association for a peek behind the scenes of the bourbon industry. Learn more about the women that are rising in the male-dominated spirits sector, the proper bourbon tasting technique and a little bit of the history of bourbon.

Bessant & Erdoes: In conversation

Environmental, Social, and Governance (ESG) principles have moved from nice-to-have to business critical. Hear how Citi is facilitating and driving change.

While many companies and organizations try, diversity and inclusion efforts within the financial services have generally failed. What needs to be done in order to succeed? Join us for a panel discussion featuring guests from the Access Denied: Systemic Racism in Financial Services podcast.

Despite tangible evidence dispelling that it's hard to find Black talent, the financial services have yet to crack the code when it comes to building a representational workforce. But is it a sufficient solution on its own?

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

It's been hard for me to find mentors, and I've stopped attending most industry conferences.

Planner Lazetta Braxton explains what allies can do to reduce the fear and heartbreak that comes from working in a predominately white profession.

In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.

“This virtual program will fill a major a hole left by internship cancellations,” says FPA President Martin Seay.

Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.

At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.

With any level of success comes visibility, and with that comes a responsibility to lift up others.

Seeking out talent in unlikely places and helping it grow will yield impressive ROI.

We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.

The message I heard was loud and clear: “You can’t be a financial planner because you are a masculine-presenting lesbian.”

Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.