• Jodi Webb posted an update in the group Group logo of NEW and Not So New Directors WorkspaceNEW and Not So New Directors Workspace 3 years, 2 months ago

    Looking for a guidebook for a new parent adviser, before I dive in and create my own. Anyone have anything they would like to share?

    • I would also be interested looking at someone’s on boarding plan. i created one a while back but never seemed to catch on