Secret to a Successful Advisory Board

One secret to a successful client advisory board is having a communication strategy. Whether through your newsletter, blog, announcements on your website or even in conversations with individual clients, you can describe the feedback you have received from your advisory board and their recommendations for improvements. Most important, you have the opportunity to broadcast the changes you have made to your practice based on the advice of your clients. This is about the strongest proof you can find of a commitment to client service.

- Stephen Wershing, CFP^®, is president of The Client Driven Practice

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