PRESENTATION OUTLINE
Overview
- Large Corporations
- Small Businesses/Corporations
- Diversity
"An experienced, productive senior employee who helps develop a less-experienced employee."
Small Businesses/Corporations
What methods of employee development would be most effective with financial planners who like to work independently?
Where might a small-financial planning firm find mentors for its staff?
Do you think mentors could be effective in breaking the glass ceiling and increasing diversity in the field of financial planning? Why or why not?