My Mentor Connect | Advisor Group

We rise by lifting others.

Your mentorship journey is waiting.

Meet My Mentor Connect

My Mentor Connect is the easiest way to build a mentoring relationship. Whether you’re a new or growing financial professional looking for guidance, or an experienced financial professional looking to give back, My Mentor Connect can help you make lasting connections.

SIMPLE

Online profiles make it easy to filter and find the perfect match whenever you’re ready.

FLEXIBLE

Connect with colleagues for ongoing mentorship or a one-time chat over coffee.

EXPANSIVE

Connect with professionals at your firm or across the Advisor Group network.

How It Works

CREATE A PROFILE

Set up your account with information about you, your business, and your preferences.

FIND A MATCH

Search, filter, and find potential matches that align with your business objectives and interests.

Laptop with illustration of My Mentor Connect search results

MAKE A CONNECTION

Request a match, and view and accept match requests to connect with a mentee/mentor.

Laptop with illustration of My Mentor Connect match

BUILD A RELATIONSHIP

Reach out and get started building your one-time or ongoing relationship.

Laptop with illustration of My Mentor Connect chat

Meet the Mentees

LISA KRALL

Mentee

I joined the mentorship program because I wanted to get some advice as to how to grow my business in a different way. Cory Schmelzer (mentor) has really helped me analyze my practice. We’ve looked at where my revenue is being generated, how my revenue is being spent, and where are the best places to focus going forward. Cory has also helped me to identify how I want to move my practice forward, how I want to position myself within a community and put myself out there to bring in new clients.

DAVENA YEE

Mentee

One of the first things that my mentor and I tackled was calendaring because I am notorious for not sticking to my calendar. So, that was something that Karin Alvarado (mentor) helped me to put blocks on my calendar for actual work that needed to be done versus just blocks of time for client work—for client meetings.

Meet the Mentors

SHANAN DOHERTY

Mentor

The bedrock of Women Forward is the mentorship, the community, the resources that we have to go to, to be able to bounce things off of each other, and just have a like-minded community.

KARIN ALVARADO

Mentor

Being a mentor has changed my life. I know that I can give back and I know that my mentee also adds so much to my business as well. So, together, it’s a relationship where we give back to each other.

FOR FINANCIAL PROFESSIONAL USE ONLY: Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

Disclosures | Terms of Use