A Client Advisory Board (CAB) can be an extremely powerful tool in retaining current clients and attracting new ones. CABs enable firms to hear directly from their clients about how they are fulfilling client expectations and about how the firm can improve, cross-sell and add to its service offerings. Use the following resources to gain the perspective of your clients before your competitors do.
This document walks the reader through the essential foundation and processes involved in developing and implementing a Client Advisory Board system in your firm.
These tools have everything you need to take your firm to the next level with your own Client Advisory Board.