By helping to train a young advisor you can hone your skills
Consider those you have met through trade associations, and look beyond your own industry
An objective sounding-board can offer sober second thought and new perspectives
Sharing your experience and wisdom with new advisors can help to ensure the future of your practice - and of the industry
Ten Thousand Coffees enables experienced professionals and rookies to exchange ideas and learn from each other. Whether participants meet in person, by phone or online, experts have as much to gain as novices
The type of relationship you choose depends on your needs
In a business that can feel isolating, a mentor can provide ongoing guidance and expertise
Once you’ve found a prospect, you still need to make sure it’s a good fit
Many top advisors credit their success to professionals who have provided guidance. Learning relationships can take various forms
Bob Owens makes sure clients are prepared - both psychologically and in their portfolios - for the market's ups and downs over the long term. He devotes a considerable amount of time and effort to client education