9 集

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!

Her Mentorship Matters Liz Skinner and Audrey Rose Joseph

    • 事業

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!

    Supportive advice can embolden women to say yes to bigger roles

    Supportive advice can embolden women to say yes to bigger roles

    InvestmentNews’ Liz Skinner talks with Dick Burridge, founding partner, CEO and co-Chief Investment Officer of RMB Capital, and Michele Francisco, a partner, Chief of Staff, and head of the wealth management business of the $9 billion Chicago advice firm.

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

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

    InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Kelly O’Donnell, executive vice president and head of workplace for Edelman Financial Engines, and her mentee Lianne Kenealy, who is director and head of distribution for the firm's workplace innovation team. Kenealy said the encouragement O'Donnell provides has been a game changer for her career.

    • 26 分鐘
    Surviving a business breakup

    Surviving a business breakup

    InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Charlotte Geletka, managing partner at Silver Penny Financial Planning and Roza Grigoryeva, a paraplanner at her firm.

    • 22 分鐘
    Learning to let go of what you don’t control

    Learning to let go of what you don’t control

    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.

    • 17 分鐘
    Can’t teach relationship building

    Can’t teach relationship building

    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.

    • 25 分鐘
    Steering a mentee’s career in a new direction

    Steering a mentee’s career in a new direction

    InvestmentNews’ Liz Skinner and Audrey Rose Joseph sit down with Debra Brennan Tagg, president of Brennan Financial Services, and her mentee Lindsay Zentner, a successful portfolio analyst and CFA who was hired for social media marketing – but that wasn’t where she thrived.

    • 19 分鐘

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