PODCAST: Developing Next-Generation Advisor Talent with an Internal 2-Year Mentoring Program

Michael Kitces writes about financial planning strategies and practice management ideas, and he has created several businesses to help people implement them. In the 147th episode of his Financial Advisor Success Podcast, Kitces hosts Southwestern Investment Group’s founder and President, Jeff Dobyns.

Listen in to hear Dobyns talk about a two-year mentoring program he built with his team at Southwestern Investment Group. Other key takeaways include:

Click here to access to the podcast.

Legal Disclaimer

More Articles

< Back to Resources