Three reasons you should be using the New Adviser Roadmap

Walsworth is the place for new advisers. We know that it seems like a lot that first year – you’re guiding a group of students as they create a book. A whole book!

First of all, pat yourself on the back. Do you know how many people help create books? It’s a small fraction of the population and you’re one of the elite.

Second, check out the New Adviser Roadmap. Here’s why it’s one of the best tools you can be using right now:

1. It can help you organize.

The roadmap is organized in chronological order. It’s nice to know what steps you need to take, and even nicer to know which order will be best.

You don’t have to follow the roadmap exactly, but it’s laid out in a way that makes sense and is easy to take in.

2. It’s full of resources.

Not only does the New Adviser Roadmap include links to helpful resources, it explains why and when you might need them.

It starts with Walsworth’s new adviser resources page and touches on everything from the Adviser Mentor Program to webinars.

You can learn how to teach design, find advice from long-time advisers or get help with marketing. It’s all there in the roadmap.

3. It includes the words “treat yourself.”

Sometimes you need to be reminded to relax. Let off some steam and dance! Or eat a donut! Make a pun (or donut).

Yes, yearbook is serious business. But it can also be tons of fun. Don’t get so caught up in ladders and deadlines that you forget to have fun.

The roadmap throws in a few reminders.

Don’t put it off any longer. Check out the roadmap above. Clicking on it will lead to a larger, printable version. This might be worth hanging over your desk – and don’t forget to highlight the part where you treat yourself.