Personalized mentoring for financial security advisors
A mentor, not a manager. A partner, not a boss.
At Ekinox Courtage & Finance, our mentoring program provides new advisors with practical, hands-on support. Your mentor helps you develop your skills in sales, communication, analysis, personal development and career management. You'll advance faster, further and always with support.
How mentoring works
Structured support. Straightforward. Efficient.
Frequency of meetings
Meetings 3 to 4 times a week for the first few weeks, for an intensive start-up and maximum support.
Thereafter, the rhythm changes to weekly or bi-weekly, depending on your progress. Your mentor remains accessible between meetings for quick questions or urgent situations.
Mentoring format
Individual sessions for personalized follow-up.
Group workshops to reinforce communication skills, share best practices and role-play customer situations.
Topics covered
Customer speech development, sales techniques, objection handling, meeting preparation, basic financial planning, administrative structure, compliance, time management, mindset and personal development.
What mentoring changes in concrete terms
The tangible results you'll feel within the first few weeks
1
Customer speech
You'll learn how to present yourself clearly, build trust and position your value in just a few minutes.
2
Handling objections
Your mentor shows you how to respond with confidence and turn resistance into opportunity.
3
Business growth
More encounters. More conversions. A solid block that builds faster thanks to close support.
4
Long-term performance
You develop real pro habits. Organization, consistency, discipline and a lasting mindset.
Mentoring stages
Phase 1
Integration - 0 to 3 months
Discovery of the business, close accompaniment, first meetings with customers, laying the foundations in terms of compliance and organization.
Phase 2
Growth - 3 to 12 months
Active network development, sales skills enhancement, pipeline structuring, consolidation of working methods.
Phase 3
Autonomy - 12 months and more
You become fully autonomous. Your mentor switches to optimization mode, long-term strategy and block growth.
Ekinox mentor profile
An experienced team. A human approach. Solid values.
Our mentors are all seasoned advisors with years of experience in financial security, risk management and business development. Their approach is accessible, authentic and results-oriented.
Their values
- Transparency
- Ethics
- Rigor
- Human development
- Spirit of collaboration
Your success becomes their mission.
Frequently asked questions about the mentoring program
Who will be my mentor?
An experienced manager from the Ekinox team, selected according to your personality, objectives and availability.
How often will I meet my mentor?
A few times a week at first, then according to your needs. The pace is always adapted to your progress.
Is mentoring compulsory?
Yes for all new advisors. This program ensures a solid, industry-compliant start.
Is mentoring available at a distance?
Yes. All meetings can be held in person or by videoconference.
