Building the Future of Financial Services Through Mentorship, Coaching, and Conference Access
What You'll Learn
The financial services profession has the power to transform lives, but who is helping ensure the next generation of advisors has the support needed to enter and thrive in our industry?
Join Victoria O'Tool, Executive Director of the FinServ Foundation, for an inside look at the nonprofit…
Tom Dickson
Financial Experts Network
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The financial services profession has the power to transform lives, but who is helping ensure the next generation of advisors has the support needed to enter and thrive in our industry?
Join Victoria O'Tool, Executive Director of the FinServ Foundation, for an inside look at the nonprofit dedicated to expanding access to careers in financial planning and wealth management for college students across the United States.
In this webinar, Victoria will share the Foundation’s story, mission, and impact over the past seven years, highlighting how its free two-year fellowship program is helping students build meaningful careers in financial services.
She will also discuss the Foundation’s growing influence on students, universities, employers, and the broader industry, as well as the many ways firms, advisors, educators, and industry partners can get involved through mentorship, sponsorship, and other initiatives that support the next generation of financial professionals.
Whether you're looking to give back, strengthen your firm's talent pipeline, or learn more about one of the industry's leading nonprofit organizations, this session will provide practical insights and meaningful ways to make a lasting impact.
What You'll Learn
The history, mission, and vision of the FinServ Foundation
How the Foundation's fellowship program is helping cultivate the next generation of financial planning and wealth management professionals
The impact of scholarships, university partnerships, mentorship, conference access, and career development initiatives
Ways advisors, firms, educators, and industry professionals can support and get involved in the Foundation's work
Why investing in future talent benefits advisors, firms, clients, and the profession as a whole