Leveraging Advisor Mentorships

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!