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Jodi Webb posted an update in the group
NEW and Not So New Directors Workspace 2 years, 6 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?
Jodi Webb posted an update in the group NEW and Not So New Directors Workspace 2 years, 6 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