How Can an Advisor Find a Mentor?
How Can an Advisor Find a Mentor?
“Relationships are built, they have to be genuine, and you have to nurture them,” says Wen Nottebohm, managing director and wealth advisor at Cresset. Having a coffee can be a first step. “People like talking about themselves” and helping others.
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The Way Forward
Interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
