Event Information

How to Create a Successful Client Advisory Board

The Philadelphia 201 Hotel, Philadelphia, PA   Visit Website
Monday, October 15, 2018 10:00 AM - 4:00 PM   iCalendar Central Standard Time

Collecting and utilizing client feedback makes for more loyal, engaged clients, gives you insights critical to your marketing decisions, helps drive referrals, and makes for a more successful advisory firm. The most powerful forum for collecting actionable client feedback is conducting an ongoing client advisory board.

A client advisory board is an ongoing, facilitated conversation with a representative sample of your ideal clients. Through a board, you can learn what clients actually value most about what you do, what drove their decision to join you, how your client experience can be improved, how effective your marketing is, and a wide range of other insights that can drive your strategic plan.

Many of the most successful advisory firms credit their client advisory board with guidance that helped them make significant decisions and propelled their growth, including the 2016 and 2017 recipients of the Charles Schwab Best in Business Impact Award.

This one-day program will walk you through the process of organizing your client advisory board and will give you all of the information you need to make your board a successful experience. By the end of the session, you will have a step-by-step action plan that can be implemented immediately. Topics we will cover include:

1. The right reasons – what a board can do for you and what it can’t
2. How to choose the right participants for your board
3. How to invite prospective board members so they will accept
4. Creating an effective board meeting agenda – the difference between an ineffective meeting and a great meeting is the questions you ask
5. Choosing a venue – the keys to having the right environment and what restaurants won’t tell you
6. Choosing the right person to run your meeting
7. How to follow-up the meeting
8. Processing the feedback
9. Upgrading the client experience with your board’s guidance
10. Leveraging your advisory board in your marketing
a. How the boards feedback can guide your messaging strategy
11. Utilizing your board members as ambassadors
12. Finalizing your action plan and planning timeline

Fee includes lunch

Contact Us


The Philadelphia 201 Hotel   Visit Website

Map & Directions
Time: 10:00 AM - 4:00 PM ET
NOTE: This is the same How to Create a Successful Client Advisory Board session as the pre-conference session offered at the NAPFA 2018 Fall Conference

Click here to view the pre-conference agenda and additional information: click here
Price: Member: $179.00/ Non-Members $249.00

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