Boardio Training

Advisor Essentials

Seven short modules, about 60 minutes in total, on what it takes to work as a business advisor. Based on 17 years of real searches, applications and agreements on Boardio. Free.

Pass the free test and you can add the Boardio Qualified Advisor title to your profile for 12 months, €49 / $49.

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What you will learn

Seven modules

1

What an advisor is

Advisor, board member and advisory board: what each one is, and what an advisor does and does not do.

8 min
2

What companies look for

Why companies look for advisors, what makes one get chosen, and why many applications are passed over.

8 min
3

Compensation

Cash, equity and hybrid models, what advisors told Boardio they expect, and the questions to ask before you agree.

10 min
4

The advisory agreement

Why a written agreement matters, and the clauses every advisor should understand.

10 min
5

Working with Boardio as an advisor

How Boardio works for advisors: your profile, how applications are read, and what companies see.

8 min
6

The first 90 days

How to start an advisory relationship well: onboarding, goals, check-ins and showing results.

8 min
7

Ethics and conflicts of interest

Confidentiality, competing roles, honest representation, and when to step away.

8 min