Her Mentorship Matters artwork

Her Mentorship Matters

9 episodes - English - Latest episode: almost 4 years ago -

What makes mentorship crucial for cultivating female financial advisers? InvestmentNews' Liz Skinner and Audrey Rose Joseph interview a different mentor-mentee pair in each episode to reveal their inspirational secret sauce!

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Episodes

Supportive advice can embolden women to say yes to bigger roles

July 21, 2020 12:19 - 25 minutes - 22.9 MB

Over 20 years of working together, Burridge has regularly pushed Francisco beyond her comfort zone and she’s grateful.

Providing encouragement can provide a young woman the confidence she needs to succeed

May 18, 2020 21:51 - 26 minutes - 24.3 MB

The mentor-mentee pair describes their regular meetings they hold that act as a "safe place" to discuss workplace and personal challenges that impact their careers in the financial advice business.

Surviving a business breakup

May 18, 2020 21:48 - 22 minutes - 20.9 MB

Atlanta-based Silver Penny grew out of two financial planning practices focused on serving clients to and through retirement. Its advisers are registered representatives of Lincoln Financial Advisors. 

Learning to let go of what you don’t control

April 20, 2020 04:00 - 17 minutes - 16.1 MB

InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Katrina Scott, chief investment officer of Mariner Wealth Advisors, a $28.8 billion RIA, and her mentee Whitney Reagan, manager of investment training and education at the firm.

Can’t teach relationship building

April 06, 2020 13:17 - 25 minutes - 23.3 MB

InvestmentNews’ Liz Skinner and Audrey Rose Joseph sit down with Lori Johndrow, founder of Johndrow Wealth Management, and her mentee (and daughter-in-law) Magdalena Johndrow, who is an adviser at the firm.

Steering a mentee’s career in a new direction

March 06, 2020 14:48 - 19 minutes - 17.5 MB

The InvestmentNews Women Adviser Community receives an episode of Her Mentorship Matters every month. Sign up now to listen.  Email: [email protected]  Twitter: @InvestmentNews  Production by Team Extreme

Boosting the confidence of a natural leader

March 06, 2020 14:37 - 24 minutes - 22.5 MB

The InvestmentNews Women Adviser Community receives an episode of Her Mentorship Matters every month. Sign up now to listen.  Email: [email protected]  Twitter: @InvestmentNews  Production by Team Extreme

Leaving the lint on her shoulder

February 05, 2020 05:00 - 21 minutes - 19.3 MB

The InvestmentNews Women Adviser Community receives an episode of Her Mentorship Matters every month. Sign up now to listen.  Email: [email protected]  Twitter: @InvestmentNews  Production by Team Extreme  

Active Communications are Critical for Success

January 14, 2020 14:00 - 26 minutes - 24.5 MB

The InvestmentNews Women Adviser Community receives an episode of Her Mentorship Matters every month. Sign up now to listen!  Email: [email protected]  Twitter: @investmentnews