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A Client Advisory Board That
Drives Loyalty and Growth
September 23, 2019
www.TheClientDrivenPractice.com
Stephen Wershing, CFP
It has
become a
tailored
world
Client Advisory Board
•Ongoing
• Facilitated
•With your target clients
•Understand the client experience
•How to improve it
What’s most valuable?
What is most interesting from our competition?
What are the apps you can’t live without?
What you can learn
•What clients really want
•Optimize your meetings
• Improve your reports and plans
•How effective your materials
•Referral resistance
Target clientt
Makes referrals
Influencer
Uses all services
The Right People
Partnering With Clients
Advisors who use advisory boards and other feedback can gain 10-50% more growth than advisors who do not*
*https://www.dividend.com/practice-management/creating-a-client-advisory-board-for-your-business/
Identify your best
clients
Organize the meeting
Develop the questions
Hold the Meeting
Action Plan
Get the resources you need
https://cabkit.clientdrivenpractice.com/whitepapers/
