Financial Advisor Success cover image

Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

The Importance of Mentoring in Financial Planning

There are about 600 600 plus active clients across four lead advisors. There's a lot of mentoring and coaching going on um it's very helpful, Thor says. "They're highly specialized in their formal training but they're really getting the on-the-job training"

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner