Understanding the transition from Mentors to Strategists
Mentors are the financial professionals who guide you toward your financial goals via one-on-one meetings or sessions. A part of our rebrand from Mentoro to Fruition, we’ve updated how we reference these talented humans. We now refer to them as Strategists to better reflect their role in providing personalized financial strategies. While we make global changes to our product, you may see Mentor in some places and Strategist or Strategy in others. This is expected and will not prevent you from booking a one-on-one session or accessing a qualified financial professional.
What does this mean for you?
- Same expert guidance: You’ll still get the same high-quality advice and support.
- New name: Mentors are now called Strategists, emphasizing their role in helping you build a sound financial plan to achieve the financial future of your dreams.