What makes a great adviser is 100% transferable to being a great mentor. Ask the right questions, listen properly to the answers, and watch out for what is not said.
We discussed this at our recent “Women in Advice” roundtable on the topic of Mentoring.
Watch the short video below to get the key learnings from the session including:
- What mentoring is and why it is very relevant for financial advisers
- The benefits of being a mentor
- The benefits of being a mentee
- Top tips and common misconceptions
About Us
PortfolioMetrix is a global investment manager operating in the United Kingdom, South Africa, and Ireland. We support independent advisers to scale sustainably without compromising the quality of advice they provide to their clients.
Our risk-based investment process ensures carefully calibrated portfolios that deliver predictable outcomes specific to each investor. See how we partner with advisers.
Our technology, WealthExplorer™ allows the adviser to extract the synergies between financial advice and investment management, providing deeper client insights and more robust recommendations.
For more information, send us an email at engagement@portfoliometrix.co.uk