There is no doubt that the wealth management industry has a dearth of successful women. Part of the reason, I’ve found, is that many women in entry or mid-level careers keep searching for the wrong types of mentorship and advice. In this article, I assess best practices in finding a true mentor that can actually help you get to the next level in your career in wealth management.
****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.
