Second Client Advisory Board Even Better Than First

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8 Improvements That Came Out of My First Client Advisory Board Meeting

Horsesmouth Essential: In her very first board meeting, one solo advisor learned that her clients have a vested interest in seeing her firm prosper. The board offered startling insights on everything from compliance to portfolio reviews to referrals that will go a long way toward generating new business and keeping current clients happy and content.

5+ Ways to Energize Your Client Advisory Board

If you've created a client advisory board that has lost steam, here's how you can reinvigorate your group, refocus its mission, and reestablish a consistently effective way of getting feedback from your best clients.

How to Benefit From a Client Advisory Board

Seeking regular input from influential clients can transform the way you do business. Here are four examples that illustrate the value of forming a client advisory board—and some tips for getting yours started.

Case Study: How to Boost Referrals Using a Client Advisory Board

After losing a bundle on bad marketing, this advisor convened a client advisory group to critique his practice. Before long, he revamped his approach, started landing higher-quality referrals, and grew his book by more than one-third. Here's how he did it.