Are you a financial advisor in need of a professional mentor? Do you feel like you’re on an island and wish you had an accomplished advisor to share your ideas with? Or maybe you have your financial planning process down but could use advice in other areas of your business.
As part of our mentor program, you’ll receive tips and strategies that you can put in place right away to grow your financial advisory firm.
Our mentors are seasoned professionals who understand what you’re experiencing as a growth-minded financial advisor. As subject matter experts in their respective specialties, they are committed to coaching you through these struggles to help you achieve your business goals.
SUGGESTED TOPICS FOR FINANCIAL ADVISORS TO ASK THEIR MENTOR:
- Business-building and referral processes
- Marketing and lead generation
- Deeper understanding of financial planning processes, products and investment philosophies
- Practice management solutions for a growing team
- Overcoming business challenges
THE C2P MENTORCONNECT PROGRAM INCLUDES:
- Access to a team of high-performing mentors
- Customized one-to-one calls with the right mentor for your needs
- Two 30-minute calls per month for you or your appropriate team member, scheduled at your convenience
- Access to the MentorCONNECT portal to schedule calls, review specialized topics, and learn about the mentors
- Accountability/follow-up to help you stay focused and on track
Schedule a call today and discover how other elite advisors are transforming their financial practice and reaching new heights of business success with our proven processes, training, coaching and mentoring and how you can join them!