Financial Advisor Client Advisory Boards
The heart of the CLIENT DRIVEN PRACTICE process is engaging clients in directing a financial advisors strategic plan. And the cornerstone of involving clients strategically is the client advisory board.
A client advisory board is a representative group of your best clients. The kind of client you want more of. Bringing them together and soliciting their guidance on where they want your practice to go, and acting on that advice, is the most powerful way to deepen relationships, do more business, and receive more and better referrals. We help you organize and conduct your advisory board using our professional 7-step process.
THE CLIENT DRIVEN PRACTICE is a leader in providing coaching and consulting on organizing and facilitating client advisory boards for financial advisors, and translating that feedback into actionable referral marketing strategies. Read references to us on client advisory board in Investment Executive, Financial Planning and Investment News.
What can you learn through a Client Advisory Board?
- What your clients believe makes you different from other financial advisors
- When they refer you and why
- Whether your marketing or website connects with or persuades them
- Which of your services they value most
- What you can do to make your client experience irresistable to more people like them
Don't just take it from us - watch this video of intervews of advisors about their own client advisory boards!
Contact us to find out more about what a client advisory board can do for you, and how we can help you engage your best clients, deepen your relationships, and generate more referrals.