012 Lisa Crafford: Mentorship Is Your Responsibility

Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

In this episode, Nathan and Lisa discuss:

• The importance of mentorship
• Practicing reverse mentoring
• What a good culture looks like
• The burden of perfectionism

Key Takeaways:

• Mentorship doesn’t focus on the “how” but on the “why” of the job. Whether you are the mentor or the mentee, you have to come into the meeting with an agenda or else you’ll both be wasting each other’s time.
• Reverse mentoring is a good way to engage younger and less experienced people so that they could share their opinions and feelings about working in the organization safely.
• Create a culture where people are all connected and all enjoying spending time with each other and working together.
• Free yourself from the burden of perfectionism. Be humble and honest about your mistakes, be gracious to yourself, and learn from it.

"Mentorship is different. It's not about learning the technical elements of your job, that's the organization’s responsibility, mentorship is the individual’s responsibility." — Lisa Crafford

About Lisa Crafford: In her career she has had the opportunity to work for small family owned businesses, large retail franchises, non-profits, and Fortune 500 companies spanning Australia and the United States. She has lived in three continents, and traveled to over 30 countries.

Her experience includes business and practice management, consulting, business development, marketing and branding, operations, sales, human capital strategy, recruiting, retail management, and customer service.

In 2012 she founded Cogent, a practice management study group that existed to help financial advisors improve their business operations.

She is a graduate of The College of William and Mary's Executive MBA Program, and was elected Class President for the Class of 2014.

In her role as a consultant with BNY Mellon’s Pershing, she has the great privilege to work with leading RIA firms around the world on building enduring advisory firms. She also loves to contribute to the wider industry and share her experience with students and those looking to join her wonderful industry.

Connect with Lisa Crafford:

Website: https://www.pershing.com/

LinkedIn: https://www.linkedin.com/in/lisacrafford/

Connect with Nathan Mersereau:

Phone: [phone]

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show notes by Podcastologist: Justine Talla

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.