Leadership Pathway Program - New Mentor Preferences and Survey Match 2024

Thank you for joining our Leadership Pathway Program as a mentor. Your dedication and commitment to shaping the future leaders of our industry are truly appreciated. To ensure that we create meaningful mentor-mentee relationships, we kindly request your input through this four-part survey.

Program Description:

The goal of the Leadership Pathway mentoring element is to connect members of the industry’s next generation (Leadership Pathway mentees) with seasoned professionals of the industry (Leadership Pathway mentors) to further enhance the mentees’ knowledge of and insights around the Investment Advisory Solutions Industry. Additionally, the program aims to provide mentors a resource in the next generation with a new, fresh outlook on industry needs and opportunities.

It is expected that mentors will actively engage with their mentees at least quarterly for 18 months (January 2025 through June 2026), but it is our hope that you will maintain an ongoing relationship thereafter. A formal match and introduction to your mentee will be made this January during National Mentoring Month.

My Contact Information

1.Name(Required.)

2.Email Address(Required.)

3.Phone Number(Required.)

4.Please enter your city & state/region(Required.)

About You: Tell us more about your background and skill sets that you bring to the role

5.Company/Organization Name(Required.)

6.Role(Required.)

Mentee Preferences: Are there any preferences you have for your ideal mentee match?

8.Select all that apply(Required.)

No preference. Please match me with any participant leader

Similar background in the industry or professional role (e.g., I want someone with the same sales & distribution experience.)

Complementary roles in the industry that offer diverse perspectives

Geographically close to me (same city/region)

Other preferences you consider important for a successful match

Your Mentee Relationship: Please tell us more about your experience as a mentor and the type of "style" you would like to apply in your official mentor:mentee relationships

9.Have you participated in a formal mentorship program in the past? Select all that apply

Yes, I have participated in formal programs outside of Leadership Pathway

Yes, I have participated as a Leadership Pathway mentor in the past

10.Describe how you (would) like to engage with your mentee. Select all that apply(Required.)

The program prescribed quarterly cadence is ideal for me

I expect my mentee to drive the agenda and plan our sessions in advance

I am OK with more spontaneous 'pop up' meetings (in addition to the quarterly meetings) when the need arises

I prefer to find ways to meet in person, where possible (e.g., MMI events)

I like to get to know the 'whole' person by including conversations outside of work-related topics

Other (please specify)

Thank you for your participation and commitment to our industry's emerging leaders' personal and professional growth.

Your responses will be confidential and we will do our best to match you with a mentee who aligns with your preferences and objectives. We will be in contact soon as we finalize the matches and make formal introductions to you both.