1. Identifying and Effectively Utilizing a Mentor October 12, 2016
BOSTON COLLEGE WORLD-WIDE WEBINARS
Identifying and Effectively Utilizing a Mentor October 12, 2016
Presentation Title: Social Security – The choice of a lifetime
Promotional description: The Social Security decision is one of the most important decisions you will face about your retirement – a decision that could potentially result in accumulating hundreds of thousands of dollars in additional retirement income. Providing guidance for this important decision can set the stage for a broader discussion about their retirement income plans. This presentation breaks down and simplifies the many rules and filing options for Social Security, and demonstrates how you can make a suitable decision for your needs by analyzing and comparing different Social Security filing options.
Presentation script begins below:
Good [morning/afternoon/evening]. My name is [Wholesaler name] from Nationwide.
Today’s presentation is focused on the Social Security opportunity.
The choices about when and how to file for their Social Security benefits is one of the most important decisions you will make.
It will have a direct effect on how your essential and discretionary expenses are met throughout retirement, and in most cases the decisions are permanent.
Social Security planning is an opportunity to work with your financial advisor to lay a solid foundation for a comprehensive retirement income solution.
Your financial advisor can help you in making the transition from accumulating assets for retirement to withdrawing those assets during retirement.
Your advisor can also help you understand how to integrate Social Security decisions into a retirement income plan
Donna Sullivan ’85

2. Mentoring
How to effectively support your current and future career success

3. Today’s Hopes What is a mentor? How do I find them?
How do we maximize his/her value
How do I become a mentor?
Values, Time, Content
Mentor Programs
What works, what doesn’t

4. Strategy What is a Mentor?
A Person senior to you who can advise,
consult & provide
development
options

5. Value of Mentors Been there…..done that Easier to network
Greater exposure to different cultures and information
No threat advice for problem solving or difficult decision making

6. Why Do I Need One Balanced perspective
Not in the weeds of the moment
Ability to help you develop a strategy instead of tactical job to job approach
Strongest networking partner for you
Gets you where you can’t by yourself

7. How Do I Find a Mentor Why are you looking?
Career support
Community support
Family/personal support
More than one mentor is a blessing. There is no cap.

8. Career Mentors Any function/industry – doesn’t have to be yours
Needs to WANT to be
Needs to KNOW they are! Often better when not in a formal program.
Better if they are not your boss or HR representative
Openness
Performance appraisal ramifications

9. Community/ Personal Mentors
What is your passion?
Religion
Sports
Community development
Politics
Family
Alignment with desired development

10. How Do I Begin
Know who you are and what your value is BEFORE reaching out
Understand what the relationship is
Develop a “Product” mentality and maintain a tactical and strategic plan
Mutually understand how the interactions will take place
Meetings
Social media
Group events

11. Managing Your Career Know your product Know your market
Stay up to date with current market trends!
Mentors support – they can’t manage your career

12. Mentor Keys Do’s Don'ts Seek out development advice Ask for promotions
Ask for and provide functional/industry insight – Career Mgmt
Seek to gossip
Have an agenda
Expect the other to carry the discussion
Conclude every meeting with action items
Waste valuable time – yours or theirs

13. Who gets Mentored Millennials ( 80’s and 90’s) Gen X ( 60’s and 70’s)
Represent more than ½ the current workforce
Gen X ( 60’s and 70’s)
Smallest % of current workforce
Baby Boomers are retiring….

15. A Typical Millennial Exchange
Millennial : What’s one thing I can do to be more successful in my role?
Mentor : Ask for more feedback for team mates
…..some minutes later……
Mentor: You tend to leave things to last minute. Plan more.
And this occurred using TWITTER

16. Mentor vs. Coach What’s the Difference
Mentor
Coach
Focus
You!
Performance
Role
Facilitator – no agenda
Specific Agenda – 6 month targets
Relationship
Self Selected
Assigned by organization
Source of Influence
Perceived Value for You
Position
Personal Return
Affirmation/Growth/
Development
Teamwork/Performance
Scope of Work
Life
Situation - organization
Matt M. Starcevich, Ph.D. CEO Center For Coaching & Mentoring, Inc.

17. Positions not posted yet
The Job Market
Postings / Recruiters/ contract firms
Formal
Networking
Positions not posted yet
Created Positions
Informal
Where is Your Control?

18. The Power of Asking!! How do I Begin with My Mentor
What do I need to do?
How am I doing?
Will you consider me?
How should we develop the relationship?

19. How Can I Be a Mentor
Mentors exist at virtually all levels of an organization and/or community
What can you offer that is value add to the constituency?
Will you commit the time that is required?
What’s my differentiation?

20. Where are My ‘Mentees’? They exist at every age
Relationship already exists if not a formal program
Who is new in your organization?
Who may be struggling but has potential
Who has asked you?
Corporate Mentor Program Development

21. Reverse Mentoring Younger helping “mature” Technology Software
Social Media

22. Conclusion
Know who you are and what your value is BEFORE seeking a Mentor
Create/Maintain an internal network – think circular, not linear. Mentor can help
Mentor helps you see through the trees- and creates a strategy with you
Maintain an updated resume
Stay informed, seek out advice – Don’t wait for reviews or appraisals.

23. Resources
Starting Strong: A Mentoring Fable Lois Zachary and Lory Fischler Jossey-Bass
Common Sense Mentoring Larry Ambrose
The Mentor’s Guide: Facilitating Effective Learning Relationships
Lois J. Zachary
Mentoring 101
John C. Maxwell