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Demonstrates improved engagement and performance in financial advisors, suggesting effective mentoring approaches.
Financial advisors in fintech-enabled, client-centric environments often lead without formal authority while navigating intense targets, regulation, and constant change. This study develops and evaluates an evidence-informed executive mentoring model designed to boost engagement and sustainable high performance. Using a documentary, exploratory approach, and survey insights from practitioners, we identify the mentoring mechanisms most strongly linked to emotional regulation, resilience, communication, client acquisition, and retention. We translate these findings into a practical, phased framework that firms can implement to accelerate capability building and reduce disengagement in modern advisory settings.
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Ana Cláudia Campos Pinheiro (2026) studied this question.
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