Shownotes
In this episode we will discuss the following:
- Successful advisor mentorship structures
- Rookie advisor career pathing
- Succession planning mentorships
- Mentorship mistakes to avoid
Our guests for this discussion are…
- Solomon Schmidt – National Executive of Wealth – Key Investment Services
- Matthew 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!