This business needs your help to fill the shoes of retiring advisors. And with women comprising only 20% of the advisor population, how can we ensure part of the future is female?
Mentorship is one of the best ways to put young advisors onto the fast track to industry success, and to find you a successor. Yet it’s a daunting task for a busy advisor. In this series, we ask industry players what they’ve done to mentor advisors, strategies that worked, and their views on how we can increase the number of women in the industry.
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Margaret Franklin, Immediate Past Chair, CFA Institute Board of Governors on how she mentors young women
Tuula Jalasjaa, Managing Director and Head of Investment Management Distribution at Scotia Private Client Group on institutionalizing mentorship
Paige Maclean and Barry McNicol, Macquarie Private Wealth share their tale of mentorship
Mark Yamada, President of PUR Investing on how passive investing will change the culture of advising