A Mentor Can Make all the Difference in Financial Planning

A Mentor Can Make all the Difference in Financial Planning


Mentors Matter

Mentors aren’t just for newbies. Ashley Warne, CFP® had been working as an advisor for more than six years when she was paired with Pamela Grey. “You can sort of hit a wall of productivity,” Ashley explains. “Having someone there, saying, ‘You can do this. You can go in there. You’re qualified!” is really wonderful.”

Confidence Game

 As the daughter of a longtime financial planner, Kate Starkey, CFP® grew up in the business. But even with her background, when Kate wanted to fine-tune her approach, she turned to Traci Richmond, CFP®, CDFA™, whose mother was also in wealth management. Says Kate, “Traci has instilled in me that I can do this and I will succeed.”

Coach, Role Model, Friend

Ashley notes that working with Pamela is like having “a really great emotional cheerleader in your corner, which I think is really needed in this business.” Kate adds, “Traci has been a great mentor for me. To be able to see what she’s accomplished and know that I’m a couple of steps behind her” inspires Kate every day.

The “Path” to Success

Think you might enjoy a career in financial planning? Take this quiz on MyAdvisorPath.com today!




Michelle Danielson
[email protected]

Michelle brings nearly 20 years of experience in the financial services industry to the role of executive director of the WLA. She began her career at Northwestern Mutual Insurance, then joined Raymond James as a branch operations manager where she spent seven years overseeing the branch’s operations and compliance activity.