Here’s What to Look for in a Truly Great Mentor
Below is an excerpt from an Inc.com article. Discussing the importance of mentor/mentee relationships, and the responsibility that comes with those roles, this article details 14 important things all mentors need to be able to do, from setting goals to showing respect.
“To be a mentor is an honor, and it comes with it great responsibility. It means you are being recognized for your wisdom and your expertise, and it obligates you to share those things with your mentee.
To be a mentee is also an honor. You’re responsible for using what you learn for growth, and someday passing it along. From either direction, a good match is critical. The right mentor can change lives and inspire success.”
Here’s a great article from Forbes on the true value of financial planning – and the ways in which it differs from investment management. Click for...read more
Networking can be vitally important to our careers in many ways. This article from Harvard Business Review debunks some pervasive myths that might be holding you back from engaging with others within your industry.read more
The emergence of so many affluent millennials participating in the market is starting to change the way the wealth management industry approaches them. "...with new expectations around satisfying needs and terms of engagement, they have increasing wealth and different...read more
With wealth management becoming increasingly digital, many within the industry still view this advancement as solely geared toward millennials. Much to the contrary, wealth management technology could serve Baby Boomers just as much as younger generations. Fox...read more
Russell Investments has created a new metric to evaluate publicly traded companies based off ESG principles. This is a significant step for ESG investments, making it easier to evaluate companies on ESG criteria and compare them based on these metrics. The new scoring...read more
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Latest posts by Tricia Baxter (see all)
- A Road Map for College Women Pursuing a Career in Wealth Management - October 9, 2017
- 2017 MMI/Barron’s Industry Awards – Doing Good Award recipient - October 5, 2017
- Five Reasons Women Are Taking The Lead In Financial Planning - August 14, 2017