27 min
The Mentor Beyond the Portfolio
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- Investing
What is it like to mentor another advisor? What insights can you gain from having someone invested in your personal and professional growth? Marjorie Wentz and Kelly Bradley of Trinity Wealth Management in Berwyn, Pennsylvania, tell the story of how they met, how Marjorie has helped Kelly find her way in the industry, and what they’ve both learned from each other along the way.
What steps can you take to help ensure your RIA business doesn’t lose out on top-notch talent to larger, more recognizable firms? Click here to learn five strategies to target recent college grads: https://www.tdainstitutional.com/insights/articles/5-key-findings-for-attracting-next-gen-talent.html
Guests:
Marjorie Wentz, Trinity Wealth Management
Kelly Bradley, Trinity Wealth Management
What is it like to mentor another advisor? What insights can you gain from having someone invested in your personal and professional growth? Marjorie Wentz and Kelly Bradley of Trinity Wealth Management in Berwyn, Pennsylvania, tell the story of how they met, how Marjorie has helped Kelly find her way in the industry, and what they’ve both learned from each other along the way.
What steps can you take to help ensure your RIA business doesn’t lose out on top-notch talent to larger, more recognizable firms? Click here to learn five strategies to target recent college grads: https://www.tdainstitutional.com/insights/articles/5-key-findings-for-attracting-next-gen-talent.html
Guests:
Marjorie Wentz, Trinity Wealth Management
Kelly Bradley, Trinity Wealth Management
27 min