We were incredibly proud to have Katrina Haskew, one of our esteemed advisers, serve as a mentor at the Wealth Adviser NextGen 2024 conference. Katrina shared her wealth of experience with the next generation of financial advisers, focusing on goal setting, client-centric service, and strategic planning.
Her guidance empowered the attendees, helping them develop the skills to build stronger client relationships and navigate the complexities of financial planning. Katrina’s involvement also gave us, at Leading Advice, the chance to connect with rising talent, bringing fresh perspectives back to our practice.
Learning and Collaboration
Our team members, Nibha Godbole, Pranika Vemuri, and Srinivas Madhavan, took full advantage of the NextGen 2024 experience. In addition to attending insightful workshops and sessions, they participated in exciting outdoor activities like kayaking, horse riding, and laser skirmish. These experiences fostered team bonding and a spirit of adventure
A special shoutout to Pranika Vemuri, who took home first place at trivia night, showcasing not only her knowledge but also the collaborative, fun-loving spirit we value at Leading Advice.The collaborative environment of the conference encouraged meaningful discussions and knowledge sharing that will help our team better meet the diverse needs of those we serve.
Looking Ahead
NextGen 2024 has left our team inspired, energized, and ready to apply the lessons learned to our work at Leading Advice. With new strategies and a renewed focus on growth, we’re excited to continue refining our approach and ensuring that our clients receive the best possible financial planning service.