This episode is a moving testament to everything that a mentor can do for you. Allison Masoero, CFP®, goes into detail about her relationship with her mentor, Jeanne Robinson, CFP®. She shares how it impacted and changed her life, how her relationship with her other firm members are constantly pushing her to be the best planner she can be, and her deep desire to continue the tradition of mentorship to the next generation of financial planners.
There’s something truly magical about passing the torch - or being on the receiving end as a mentee. Allison’s experience was no different. Jeanne met her when she was still in college and guided her through the early months of her financial planning career, up through passing her CFP® Exam.
We talk a lot in FPA Activate about the importance of community and connection within the financial planning profession. More specifically, we talk about the importance of finding a mentor (or being a mentor). Mentorship in financial planning is more than just learning the ropes as a new planner - it’s engaging in a relationship with someone who wants to fight for you, encourage you, help you grow, and guide you through the early years of being a planner in order to help carry on the profession.
What You’ll Learn:
- The importance of mentorship as a financial planner
- How mentorship can positively impact the career of a new planner
- What kinds of encouragement new planners need from their mentors
- How and why we can continue to pass the torch to new planners
- The difference a supportive firm can make in the career and life of a new planner
- The importance of having a supportive network - even if you don’t have bulletproof confidence as a new planner (yet!)
- Ways you can get connected with mentees
- Ways you can find a mentor as an aspiring-mentee
To Act…Like a CFP by Jeanne A. Robinson, CFP®, and Charles G. Hughes, Jr., CFP®