Thursday, March 3, 2011 at 2:43PM Here is another sample of the video interviews that will be part of my program tomorrow on clients advisory boards at FPA Business Solutions 2011. Hope to see you there!
Tuesday, March 1, 2011 at 4:34PM This Friday I will be presenting a 75-minute program at FPA Business Solutions 2011 on client advisory boards. Here is a sneak preview of one of the video segments of my talk.
This segment includes interviews of a selection of financial advisors who use client advisory boards, reflecting on their rationale for having one and their experiences with it. None of these advisors are my clients. I searched for advisors with relevant experiences to include in the presentation, and found many people who approached their boards in different ways, with different outcomes, and it gives the program some nice depth and variety.
If you will be in Boston this week, I hope I will get to see you at the conference!
Alpha Financial Advisors, Brad Gardner, Emerson Investment Management, FPA, FPA Business Solutions 2011, Freedman Financial, John Gugle, Marc Freedman, Marion Gilman, Meghan DeTore, Stacy Austin Reinhart, target marketing in Client Advisory Boards, Client Feedback, Know Your Client, Marketing, Referrals, practice management 
