Continue to site >
Trending ETFs

Using Client Advisory Boards to Enhance Your Practice

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

This week, we are going deep on the topic of client advisory boards. Our first piece looks at steps to take to form a client advisory board. Next up is a piece on best practices for advisory boards. Our final piece examines why advisors need one and how to get started.

Advisory boards done right can be a tremendous asset to your business. This piece looks at the benefits, steps to get started and crafting an initial agenda.

Creating a customer advisory board is an essential client-centered strategy for your practice. This in-depth piece looks at establishing clear objectives, recruiting diverse members, outlining expectations, engaging discussions, effective feedback and measuring progress.

Check out this quick read for examples of how advisory teams are leveraging client advisory boards, as well as five steps to create an advisory board.