Mentoring and Coaching Others

live webcast
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Career Management Webcasts and Podcasts
Career Management Webinars
Source: CFA Institute

1:00:00, audio webcast, recorded on 19 March 2015
Posted on 19 March 2015

Jim Keene, CFA, is the founder and managing director of Atherton Consulting Group, LLC. He has more than 25 years of experience in wealth management, venture leasing, and commercial real estate investing. Mr. Keene’s consulting focuses on wealth/investment management firms and entrepreneurial ventures. He also delivers high-quality workshops, including “Networking for Career and Life Enhancement” and “Best Practices in Mentoring Programs.” Mr. Keene has served as president of CFA Society San Francisco. He holds a BS in business administration from Syracuse University and an MS in management from Stanford Graduate School of Business.  

This information is accurate as of the date of recording. 



Mentoring is a key leadership skill that distinctly contributes to full engagement and success in today’s investment world. Mentors experience many benefits, including the development of leadership skills that positively influence people and the pleasure of giving back to the profession by helping others succeed. Jim Keene, CFA, of Atherton Consulting Group, will share research and insights for financial professionals on how to become and develop as a first-class mentor in today’s diverse working environment.

This is an archived recording of a live webinar that took place on 19 March 2015.
Credits · About the CE Program
1 CE (including 0 SER) Manage CE Credits

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