Discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also like to get Kellan’s perspective on things we should address in the 2024 State of Women in Wealth Management Research.
Related Topics
Get in Touch
We'd love to learn a bit more about your situation, then set up a complimentary consultation to review how we can help you and your business.
Contact UsLatest Posts
100 Tasks Every Advisor Should Delegate
Related Content
ReFrame | Alana Macy
Join Carson’s Editorial Director Ana Trujillo Limon as she interviews Alana Macy, Wealth Advisor, Bloom Wealth Advisors, about her journey into the industry, how she has built her name through media interviews and local events, and her advice to other women entering the industry.
Building Client Loyalty in a Digital Age
Is your client experience helping you grow—or driving business away? Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how firms could transform relationships and drive profitability in …
The 6-Step Goal Setting Framework: Forget Realistic, Go Big in 2025
I can’t stand realistic goals. I can’t stand them because who decides what “realistic” actually is? Who is the person who comes down and tells you, “You know what’s realistic for you?” Who gets to make that decision? Most of us set “realistic” goals based on things we’ve heard from other people or what we’ve …