finance america reverse

Explore "finance america reverse" with insightful episodes like "The Value of a Structured Mentorship Program with Kellan Brown and Jean Heath" and "FAR Sight Advisor Series: Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles" from podcasts like ""Swift Chats in the Financial Services Industry" and "Swift Chats in the Financial Services Industry"" and more!

Episodes (2)

The Value of a Structured Mentorship Program with Kellan Brown and Jean Heath

In this In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Kellan Brown, Vice President of Business Development Strategic Partnerships in the Retirement Strategies Division at FAR, Finance of America Reverse, and Jean Heath, CIMA®, head of Asset Manager Network at Envestnet.

The trio discuss the importance of structured mentorship programs, how their respective companies implement their own mentorship programs, and how those mentorship programs help in building a strong workplace culture. The three women also share their own experiences in mentorship programs both as a mentee when starting their careers and as mentors as they've established themselves in their careers.

Learn more about Kellan and Finance of America Reverse at: www.FAR.com

Learn more about Jean Heath and Envestnet at: www.Envestnet.com

Swift Chats in the Financial Services Industry

enNovember 15, 2022

mentorship

impact communications

marie swift

envestnet

finance of america reverse

FAR Sight Advisor Series: Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles

In this second episode of the new FAR Sight Advisor series brought to you by Finance of America Reverse (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the InvestmentNews Women Adviser Summit held this summer in Denver.

Marie and the guests discussed Imposter Syndrome and if they had been misidentified in their careers due to some sort of age and/or gender bias. Some shared how at times they might not truly deserve to be in their positions, when they were actually well qualified and successful in their roles. They discuss the ways they have positioned themselves as they have grown in the industry. They touch on mentorship and bringing up the next generation of women in the profession.

Podcast guests in order of appearance:

Kellan Brown – Finance of America Reverse

Jean Heath – Envestnet
Mary Ellyse Fendig – Northstar Financial & Retirement Planning
John Mackowiak – Advyzon
Lucila Williams – Intentional Advisor
Laura Combs - Mercer Advisors
Renée Pichette – Mercer Advisors

Swift Chats in the Financial Services Industry

enAugust 29, 2022