Mentoring

Building The Recruiters Mentoring Network
Auburn Mountain Financial Education Services is building a network of consultants to coach and mentor aspiring Financial Services professionals from minority communities. This will involve putting several Directors on the road to do presentations at the Financial Services Industry associations meetings and conferences.

We will follow the Financial Event and Activities Calendar Go Here. Press Calendar Tab (This keeps us in a conflict free and product neutral zone ) at the websites of the Financial Services Associations that issue the following professional designations.

Quick Links To PROFESSIONAL DESIGNATIONS

Develop Mentoring Programs That Utilize Existing Technology For Joint Work

Joint Work and Partnering new Financial Services Professionals from underserved communities with experienced producers and specialty experts will lead to early career success of Agents and advisors. Auburn Mountain Financial Education Services will develop a compliant online environment for mentoring and Joint Work. Access to this section of the mountain will be:

• Students with access to Mentors - SAMs
• Mentoring Expertise -ME

Joint Work and Partnering

Joint Work can be defined as two or more Financial Services Professional working together with the intention that their contributions be merged into inseparable or interdependent parts of a unitary whole. Simple stated, their combined skill sets are brought together to meet the needs of the client.

Joint Work and Peer To Peer Consulting allows investors and financial planning clients to benefit from the strengths of other advisors. Smart advisors will consult with other advisors if they find themselves out of their core competency area or area of expertise.  An example would be an Tax Advisor consulting with an Insurance advisor.

Joint Work and Peer To Peer Consulting is an smart way for producers to grow their business by leveraging the strengths and experiences of other producers. There will come a time when the aspiring Financial Services Professional considers pooling resources and expertise with another Financial Services Professional.

Joint Work Examples