The Mentors Project: Tyler James

MENTEE(S)
Abigail James, business manager of James Financial Partners

OBJECTIVE
Abigail [Tyler’s sister] is working toward becoming a financial adviser.

HOW
Daily contact about cases that are being worked on, shadowing during appointments and training sessions.

RESULTS
We are measuring success not only by the number of new accounts she is opening but also her ability to be proficient through the client acquisition process as well as account management.

BREAKTHROUGHS
The first time she was able to make a client presentation on her own, and the client was on-boarded.

YOUR MENTOR
Greg James, David Yaktine, John Brinkmann, Jared Doty and Tim Connell.