Founded in 2020, The FinServ Foundation’s mission is to provide access and opportunity to the next generation of financial service professional through coaching, mentorship, and community. Carson Coaching members have the unique opportunity to learn about the requirements and apply to be mentors to our over 200 FinServ Fellows. Please join Dr. Julie Ragatz, Executive Director of the FinServ Foundation and Vice President of NextGen and Advisor Development at Carson Group, and Kellan Brown, FinServ Foundation Advisory Board Member and Senior Vice President of Strategic Partnerships at Finance of America Reverse, for a conversation on how to become a mentor for the next generation advisor.
Link: https://finservfoundation.org/
Contact information: julie.ragatz@finservfoundation.org