Building a Client Advisory Board to Guide Your Practice

Are you a financial advisor looking to enhance your practice by incorporating client perspectives and feedback into your decision-making process? Establishing a client advisory board can be a powerful way to gain valuable insights, strengthen client relationships, and elevate the overall success of your practice. Join our engaging webinar, where Eric Brotman, CFP®, and Amanda Pancake will share practical strategies and best practices for forming and leveraging a client advisory board effectively.

In this interactive webinar, you will learn how to harness the collective wisdom of your clients to shape the future direction of your practice and deliver exceptional value. Our experts will guide you through the step-by-step process of building a successful client advisory board, enabling you to tap into the diverse perspectives and expertise of your most trusted clients.