FPALA Mentee Application

To join as a mentee, please complete this short questionnaire about your background and goals. Your responses will help us match you with a mentor who is well suited to support your growth and development.

While special pairing requests will be considered, specific matches cannot be
guaranteed.

How It Works:

It is an annual program.

Participation is free, but mentors and non-student mentees must have an active FPALA membership.

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 either a current FPALA member, or a student? (If both, please select “Member”).
2.Are you a career changer? If so, please describe the industry and roles you held previously.
3.Contact Information:(Required.)
4.Which best describes you as a financial advisor?
5.If currently working as an advisor,what is your role?
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 being mentored 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