New Adviser Roadmap provides roadmap to success
Written by Jenica Hallman, CJE
Producing a yearbook is a massive undertaking for anyone, but especially if you are a new adviser. Sometimes it’s hard to know where to start, but Walsworth is the place for new advisers, so we’ve got you covered.
The first thing we recommend for all new advisers is to head over to our dedicated New Adviser Resources page. Go ahead and bookmark it because it’s full of everything you’ll need for a successful year. And of course, your Walsworth Yearbooks rep and CSR will be with you every step of the way.
But if you want something in a smaller, more digestible format, download the New Adviser Roadmap today.
This helpful infographic offers practical steps to start your year off right, and it’s all in one place. Find links to our best resources. Follow the easy recommendations. Get inspired by all that Walsworth has to offer. We’re here to make your job easier.