AFA Mentors and the AFA SOS Program

What is the AFA SOS Program?

SOS PROGRAM – THE SECRETS OF SUCCESS MENTORING PROGRAM
One of the many advantages of becoming an AFA member is access to the Secrets of Success network. The SOS program entitles every new adviser to be assigned a mentor from our profession – someone who has experience, insight, practical know-how and a willingness to share it.

Who is SOS for?

We see this program as a significant advantage to newer advisers. To receive another perspective or approach can broaden the experience base and contribute to the development of a young adviser. We see the mentor adding another dimension that augments the support and guidance a new adviser is receiving from their current environment and network.

The mentors are there for the adviser to contact as regularly as they feel inclined or establish with them. It is not an obligation, just another resource. Where possible, an adviser will be assigned a mentor within a reasonable geographic location and an email of introduction will be provided by the AFA on behalf of the new adviser to the mentor. The mentor will then have the onus to make contact with the new adviser to welcome him or her to the SOS network program.

Who can be a Mentor?

Mentors must meet the following guidelines

• Have at least 7 years experience as an adviser or 3 years as a practice principal
• Be a member of the AFA
• Be recognised by their peers for honesty, integrity and high levels of professionalism
• Provide insurance and/or investment advice in their practice
• Be prepared to offer impartial guidance on issues such as practice growth, selling skills, employee management, client processing and work flow systems, but without being obligated to give specific product advice
• There must be a desire to further the development of new advisers.

Want to know more?

If you are interested in either becoming a mentor or benefiting from the SOS Program as a new adviser, please contact:
Nathan Morgan - National SOS Co-Ordinator 0404 022 948
AFA Head Office 02 9089 8700