No time to mentor? You’re not alone (but I bet you’re tired)

As the regulatory and operational load on advice businesses grows, senior team members are stretched thinner than ever. What often falls by the wayside? Mentoring.

The result is a talent bottleneck. New staff struggle to build capability and confidence. Mid-tier team members plateau. And future leaders are left without a clear path forward.

Tangelo Elevate offers an alternative. Instead of relying solely on internal mentoring, the program becomes a structured learning and development stream - covering technical skills, process design, leadership, and strategy. It reduces the burden on your senior team while creating a scalable pathway for upskiling others.

Your people don’t just need support - they need space to grow. Tangelo Elevate gives you both.

Tip: Make Tangelo Elevate part of your team’s development plan. It’s a clear signal that you’re investing in their growth—hello, retention! We all know the best employee value propositions aren’t just about salary.

Even better? Encourage your team to bring back what they’re learning and lead conversations around how it can drive strategic improvements in your firm. That’s a win for them, a win for you, and a win for the business!