Test your Part 2 Brochure Draft on a Few Clients

IA Watch – After you type that final period into your Form ADV, Part 2 brochure, assemble a focus group of 3-4 clients and ask for their feedback. “Test the document with members of the intended readership,” suggests Deborah Bosley, an associate professor of English at the University of North Carolina at Charlotte. “That will flag where people have problems understanding.” You could hold a group meeting or individually work with each tester, prepare questions in advance – such as where is our Read more […]