Engage and Grow Your Clients

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.

Learning

This document walks the reader through the essential foundation and processes involved in developing and implementing a Client Advisory Board system in your firm.

Client Advisory Board Learning Document

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Action Plan

Use the Action Plan to get a high level view of the steps involved with this process.

Client Advisory Board Action Plan

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Tools

These tools have everything you need to take your firm to the next level with your own Client Advisory Board.

Client Advisory Board Timeline

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Client Advisory Board Invitation Scripts

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Client Advisory Board Confirmation Letter

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Client Advisory Board Meeting Agendas

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Client Advisory Board Meeting Scripts

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Client Advisory Board Questions

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Client Advisory Board After Action Review

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