PowerPoint Presentation · You must complete the evaluation form after the webinar has ended...

A Client Advisory Board That

Drives Loyalty and Growth

September 23, 2019

www.TheClientDrivenPractice.com

Stephen Wershing, CFP

It has

become a

tailored

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/

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