Mentee Scheme
The BEST Foundation’s Development Pathway is a dynamic initiative designed to foster growth, collaboration, share insights and experience and drive the levels of professional development within the estate planning industry. Our goal is to create a supportive program where both aspiring and seasoned estate planners can thrive.
Who is the Development Pathway for?
Guidance for New Entrants
We recognise that stepping into the world of estate planning can be daunting. Our mentors will provide personalised guidance, helping newcomers navigate the complexities of the profession.
For Students and Recent Graduates
We encourage students and recent graduates to participate. Our mentors will offer insights, share practical experiences, and inspire the next generation of estate planners.
Empowering Current Practitioners
Even seasoned professionals encounter challenges. Whether it’s adapting to regulatory changes, marketing strategies, or business expansion, our mentors will provide targeted support.
For those Seeking Business Growth
We acknowledge that every estate planning practice has unique needs. Our mentors will address specific pain points, offering strategies to enhance efficiency, client acquisition, and overall success.
Key Benefits of Joining the BEST Foundation Development Pathway
Tailored Guidance
As a mentee, you’ll receive personalised guidance from experienced estate planners and acknowledged individuals who have been involved in the business for many years. Whether you’re just starting out or seeking to enhance your existing practice, our mentors will address your specific needs.
Professional Development
Engaging with mentors allows you to stay updated on industry trends, advances in technology including the introduction of AI, best practices, and regulatory changes. You’ll gain insights that can propel your career forward.
Networking Opportunities
Our mentor scheme fosters connections within the estate planning community and it’s acknowledged trusted partners. Regular networking events, webinars and knowledge-sharing sessions provide opportunities to collaborate and learn from peers.
Emotional Support
Estate planning can be demanding. Our mentors not only offer technical advice but also emphasise emotional well-being, resilience, and work-life balance.
Business Growth Strategies
For established practitioners, our mentors provide strategies to drive business growth. Whether it’s client acquisition, marketing, or expanding services, you’ll receive practical insights to help grow your business.
Tailored Mentor-Mentee Pairings
We believe in the power of personalised connections. Each mentee will be thoughtfully matched with a mentor whose expertise aligns with their goals. Whether you’re a fresh face or a seasoned pro, our mentorship pairs will engage in regular discussions, fostering mutual learning and growth.
Holistic Support
Our Development Pathway goes beyond technical advice. We emphasise emotional well-being, work-life balance, and resilience. Mentors will encourage mentees to explore innovative approaches, stay informed about industry trends, and maintain a positive mindset.
Collaborative Approach
We envision a vibrant community of collaborative estate planners who share knowledge, and celebrate achievements. Regular networking events, workshops, webinars and knowledge-sharing sessions will strengthen professional bonds. The annual BEST Foundation conference is also an integral element of the mentor offering bringing together all the key elements for Estate Planners.
Inspiration and Motivation
Mentors share their experiences, challenges, and successes. Their stories inspire mentees, motivating them to overcome obstacles and achieve their goals.
Community Engagement
By participating, you become part of a vibrant community passionate about estate planning. Collaborate, celebrate achievements, and contribute to the profession’s growth.
Remember, mentorship is a two-way opportunity. As a mentor you’ll also benefit from the satisfaction of nurturing talent and contributing to the industry’s future. Join us and be part of this enriching journey.
How It Works
Application Process
Estate planners (from students to seasoned practitioners) can apply on the ‘Become A Member’ Section of our website. The simple application process allows us to get to know you so that we know you are the right candidate to benefit from the program.
Each mentee will commit to a 12 month programme of support consisting of 10 sessions, all for the cost of £120.
Join Us
If you’re passionate about estate planning and believe in the power of mentorship, we invite you to be part of our collaborative community.
Email us today for more information about joining the Development Pathway at admin@bestfoundation.org.uk .
