06.19.24
Leveraging Advisor Mentorships
by: BISA Staff and Stathis-Mittel
In this episode of the BISA Industry TrendWatch series, presented by BISA and Ameriprise Financial in partnership with Stathis-Mittel, we share valuable insights on implementing a successful advisor mentorship program with guests Solomon Schmidt (Key Investment Services), Matthew Griffin (Steward Concepts, Family Trust CU) and Jason Driver (Steward Concepts, Family Trust CU).
Tune in for discussions on the following:
- Successful advisor mentorship structures
- Rookie advisor career pathing
- Succession planning mentorships
- Mentorship mistakes to avoid