Sep 18 2024 26 mins 1
So, you know you want to start growing your firm with the right people. How can you set yourself up for success? In this follow-up episode, host Matt Seitz, Chief Marketing Officer at C2P, welcomes Art Snarzyk, President and Chief Turnover Terminator at Interview Advisors, to explore the behavioral dynamics of successful mentor-mentee relationships. Art shares insights on matching mentors and mentees, setting clear goals, and creating the proper culture within your firm. Discover how to leverage these connections to drive personal and professional growth. Whether you're a seasoned advisor looking to give back or a rising star seeking guidance, tune in for this episode that builds on our former episode with Peter Lynch, CPA®, President, Retirement Tax Specialist, and Investment Advisor Representative, and his mentee, Corey Shevlin, BPC, Investment Advisor Representative, at Lynch Financial Group.
Resources:
- Part 1: Coffee Break with C2P: Building a Thriving Practice Through Mentorship & Thought Leadership
- Training referenced: The Teamwork Movement, formerly the Advisor Career Path & Compensation Program
- InnerView Advisors Assessment Referenced: Teamworks Program
For C2P Advisors:
- Mentor call portal referenced: MentorConnect
