FPALA Mentor Application

To become a mentor, please complete this short questionnaire about your
background and experience. Once submitted, you will be added to FPALA’s list of available mentors for the year.

The Membership Committee will match mentors with mentees. While special pairing requests will be considered, specific matches cannot be guaranteed. Depending on participation levels, mentors may be assigned more than one mentee, or may not be assigned a mentee and instead be asked to support the program in other ways.

How It Works:
It is an annual program.

There is no cost to participate, however membership is required for both mentor and mentees.

Mentees are limited to one mentor at a time.

Mentees are expected to set the agenda and drive the relationship. Mentors just need to be responsive to their requests.

Once the match has been set, Mentees and Mentors are encouraged to have a discovery call to set agenda and overall expectations. This is to help mentees get clarity on what they want/need out of their mentoring relationship.

Mentees and mentors generally meet one - two times per month via phone or Zoom, although some relationships are in-person.

Mentees complete an exit interview to help us gather feedback and improve the mentoring experience and the program overall.

1.Are you interested in participating in the Mentoring Program to help an emerging advisor grow their business and learn more about the financial planning industry? (A “Yes” response indicates that you are willing to complete the survey below and that you consent that the information you provide will be used in administering the program.)
2.Are you interested in participating as both a mentor to one advisor as well as a mentee to another?
3.Contact Information:(Required.)
4.Which best describes you as a financial advisor?
5.If current advisor,what is your current role at your firm?
6.How long have you been affiliated with your firm?
7.How long have you been in the financial services industry?
8.Check all the designations that you currently hold:
9.Which of the following most accurately describes your business focus?
10.What is your product mix?
11.Specific focus of business?
12.Any notes on target client base? Type of clientele?
13.How is your business structured?
14.Rate your interest in mentoring another advisor in these categories:
Not interested
Somewhat interested
Interested
Neutral
Networking
Succession planning
Recruiting/team building
Growing client base
Goal setting
Marketing
Transition from commission to fees
Improving client experience
15.Describe one thing you hope to accomplish (expectations/goals) through participation in this program
16.Were you a career changer? If so, please describe the industry and roles you held previously.