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Leveraging Advisor Mentorships
Episode 3813th June 2024 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:57:35

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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!




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