Step 1 of 5

What are you applying for?

Mentee

Mentee

As a mentee, you'll be paired with an experienced mentor, and receive advice on running a successful business and excelling in this industry.

Mentee

Mentor

As a mentor, you'll put your experience to use, providing guidance and advice to a mentee looking to grow and improve their business.

I already have an account

Step 2 of 5

So, tell us about you…

* Please upload a profile picture.

Please select a profile photo.

Step 2 of 5

So, tell us about you…

Please select a gender.

Gender Description
Please enter a description.
Please enter a valid rep code.
Please select a firm.
Please enter a city.
Please select a state.
Please enter a valid zip code.
Please enter a valid email.
Please enter a valid phone number.

Step 3 of 5

Let’s talk about your business…

How long have you been a financial professional?

Less than 2 years
2-9 years
10-19 years
20+ years
I am not a registered advisor
Please select an option above.

What is your primary business focus?

Primarily commission-based
Primarily fee-based
Primarily insurance-based
Mix of commission-, fee-, and/or insurance-based
N/A
Please select an option above.

What is the primary business model with which you are affiliated?

Solo practitioner
Solo practitioner with staff
Small team (2-5 other practitioners)
Large team (6+ other practitioners)
Please select your primary business model.

Are you a part-time or full-time financial professional?

Please select an option above.

Step 4 of 5

Let’s find you a match...

Are you open to a mentor who is not a producing registered financial professional, but has other financial services experience that could help your business?

Yes
No
Please select an option above.

Are you open to a mentor from any firm in the Advisor Group Network?

Yes
No
Please select an option above.

Would you prefer a mentee who is geographically close?

Yes
No
I'm flexible
Please select an option above.

How often would you like to connect with your mentor?

Once a month
Once a quarter
I'm flexible
Please select an option above.

Are you open to a personal office visit?

Yes, as a one-time visit.
Yes, as part of a standing mentorship relationship.
No.
Please select an option above.

Are you open to a one-time meeting?

Yes, I am open to a one-time meeting.
No, I am only looking for a long-term mentorship relationship.
Please select an option above.

My ideal mentee would need help in the following (1 being most important):

Drag and drop the options below to sort them

moveOffice Operations
moveTechnology
moveGoal Setting
moveTime Management / Life Balance
moveMarketing
moveBusiness Development
moveTransition to Fee-Based
moveSuccession / Mergers & Acquisitions
moveStaffing
moveClosing / Sales

Step 5 of 5

What else?

What else would you like to share that would be helpful in matching you with a mentor? Please include any goals or expectations for this program and what success would look like for you. This information will appear on your profile.

Please answer the question above.

Optional

Referral Code

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