Free Client Advisory Board White Paper


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Engage your best clients

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Improve your client experience

Download your free copy today and engage your best clients now.

A client advisory board: The most powerful client feedback tool available

  • Discover what’s most valuable about what you do
  • Uncover ways to be more valuable
  • Assess and focus your marketing
  • Understand how and why they refer you

Our guide distills the experience of over 100 client advisory boards and shows you how to make your advisory board a success

Topics include:

  • Who to include on your board
  • How to invite them so they’ll accept
  • How to design a great agenda
  • The right questions to ask
  • How to make the most of the feedback you receive
About the Author

Stephen Wershing, CFPÒ has designed, organized, and facilitated over 100 client advisory board meetings for financial advisors. His book stop asking for referrals has been called the best marketing book in financial planning. He has over 29 years experience in financial services as an advisor, an executive, and a consultant.