About Leadership Pathway

MMI Leadership Pathway is designed to recognize talented and motivated individuals in the next generation and engage them in MMI activities in which they will learn from industry experts and network with peers. The program’s goal is to develop the leadership and collaboration skills that will equip participants to assume increasing levels of responsibility and actively contribute to addressing critical industry issues and opportunities.

The program, which will run for two years starting in October of each year, will be limited to 25 participants per class, and each member firm is permitted to nominate one participant for consideration.

Program Activities

  • MMI conferences, forums, and NetMeetings (registration discounts available for participants)
  • Special breakout sessions and/or tracks at major conferences 
  • Committee involvement (e.g., GBWM, Education, Legal & Compliance, TechOps)
  • Participants will be provided a mentor from MMI’s Leadership Advisory Council or Board of Governors
  • Participants will mentor a Gateway to Leadership intern
  • Further education and training through case studies, industry research, and special projects 
  • Networking events such as regional educational workshops 
  • Participants will serve as MMI ambassadors at their respective firms, disseminating MMI information and research to colleagues

Requirements for the Ideal Candidate

  • Must have five to ten years of Investment Advisory or Wealth Management experience
  • Must have a growing responsibility within his or her firm
  • Must possess leadership qualities and track record of service within his or her firm or to industry or community organizations
  • Must be willing to promote the growth and development of MMI


Download more information here.

The 2017 Leadership Pathway Class

MMI Congratulates the Leadership Pathway Class of 2015 and Welcomes the Class of 2017

The Next Generation Looks Ahead: MMI Leadership Pathway Predictions for Year 2027

The 2016 Leadership Pathway Class

Read MMI's announcement regarding the 25 individuals selected to participate in the new Leadership Pathway class.

The 2015 Leadership Pathway Class

Follow this link to read about the inaugural Leadership Pathway class’ latest news and activities!

Review the Leadership Pathway Recap of the 2016 Sales & Marketing Leadership Summit.

Read MMI's announcement regarding the 25 individuals selected to participate in the inaugural Leadership Pathway class.

Sarah Nau
MMI Vice President, Next Generation Initiatives Manager