How do I interact with my Advisors?

Marla Williams, Director of Member Services

Categories

Managing Your Account
Managing Your Account
Managing Your Boardroom
Managing Your Boardroom
Getting Started
Getting Started

As advisors provide their insights on your advisory board, you can interact with them by liking, responding to, and commenting on their answers. If there is a specific advisor who stands out to you, you can click their image to view their full profile, which will include a button to send them a direct message.

You can view all of the Advisors on your Advisory Board in the My Advisors section, found under Advisors in the left-hand menu. You can click Answers or Comments beneath each advisor’s thumbnail, to view the responses they’ve submitted.

You can also respond directly from the Boardroom Feed in your Dashboard.You can also find new advisors to connect with based on their skills, position title, or industry experience from Search Advisors. Once you find an advisor you are interested in, you can invite them to join your board and send them a direct message, or request a meeting with them directly from their profile.

If you’d like to meet with an advisor before scheduling a paid meeting, you can select the complimentary introduction option.If you are looking for more assistance with finding the right advisor or other ways to interact with your advisors, view our advisory services here, or reach out to your dedicated Account Manager.

Click here to interact with your Advisors

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