The Client Driven Practice

How valuable would it be to have a heart-to-heart conversation with your best clients about what they value most? Know what services mean the most to them. Know what you can stop doing. Discover what they say about you to their friends. That’s what a client advisory board can bring you. A client advisory board is a facilitated, ongoing conversation with a rotating group of a dozen of your best clients to discover what it is like to work with you so you can know how to improve it and how to communicate it to prospective clients. We have organized and conducted more advisory boards for financial advisors than any organization. Our proprietary coaching process will show you how to make your advisory board a success. We can show you how to get the right people around the table and ask them the questions that will give you the most valuable insights.