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

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

Trump vows to 'be nice' to China, slash tariffs
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

Fed's Kugler warns of worse-than-expected impact of tariffs
Fed's Kugler warns of worse-than-expected impact of tariffs

Inflation, economic risk is greater than previously thought.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.