Financial Planning

Creating a Client Advisory Board

A client advisory board is a powerful tool advisors can use to better understand their clients and receive feedback on how to be more attractive to their ideal client. In addition, client advisory ...
Financial Planning

Should I … Have a client advisory board?

What would happen if you gathered your most forthright clients and asked them for their blatant honesty? Could such an advisory board help you identify possible problems, take on new challenges and ...
JournalofAccountancy

Board of education: Other client advisory board models

Editor’s note: Also read “Board of education: CPA firms, businesses can profit from clients’ advice,” in the Jan. 2012 issue of the JofA. The client advisory board model recommended by the PCPS is far ...
JD Supra

Creating a Client Advisory Board for Your Law Firm

Client Advisory Boards can help your firm stay on top of changing industry trends and clients’ expectations. Advising your strategic account teams on how best to add value is just one of the many ...
InvestmentNews

Client advisory boards assume greater role in wake of crisis

The client advisory board, which some financial advisers have long used to cement key client relationships, is attracting more interest in the wake of the financial crisis, which left many advisers ...
JD Supra

Establishing a Client Advisory Board

Accounting business leaders need an excellent understanding of the MARKET to make good decisions on new services, marketing, communications, branding, Client service, pricing and even hiring. One of ...
InvestmentNews

The Value of a Client Advisory Board

http://www.investmentnews.com/assets/docs src="/wp-content/uploads2018/10/CI116988917.PNG" Just about every business these days asks for feedback. The car dealership ...
Financial Advisor

The Magic Of Client Advisory Boards

“You have made Bill’s day,” I was told by his wife, Charlotte. Bill was out when I called last year and I told Charlotte that the reason for my call was to invite him to serve on our Client Advisory ...
JournalofAccountancy

Board of education: Client advisory board implementation action plan

Editor’s note: Also read “Board of education: CPA firms, businesses can profit from clients’ advice,” in the Jan. 2012 issue of the JofA. Here is a step-by-step client advisory board implementation ...
Financial Advisor

Client Advisory Boards Turn Firms Around

Every advisor knows that creating a client advisory board (CAB) is a great idea. So why do so few advisors do it? When I speak at conferences, I often ask how many advisors in the room have ...
Business Wire

Wisetail Announces Inaugural Client Advisory Board

BOZEMAN, Mont.--(BUSINESS WIRE)--Wisetail, a leader in learning engagement and management software that builds companies into communities, today announced the formation of its Client Advisory Board ...