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A Client Advisory Board That Drives Loyalty and Growth
Business Management and Organization

A CLIENT ADVISORY BOARD THAT DRIVES LOYALTY AND GROWTH

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 18, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelIntermediate
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

We are in an age where clients expect customized advice and have more choice than ever before. Firms that find ways to stay relevant will attract clients and those that don’t will have more trouble competing. A client advisory board can be the most powerful tool you have for increasing loyalty and driving growth. By leveraging it the right way, you can learn how to make your client engagements more relevant to them, how to maximize the value of client meetings, and streamline your services. Following this strategy you will learn what prospective clients really want when they engage you, how to differentiate your business from the competition, and how to enlist clients as ambassadors.

Learning objectives:


  • Understand how a client advisory board can be leveraged to increase your value and drive client loyalty

  • Learn what you can do and say to get the best client feedback and guidance

  • Develop a strategy to organize and implement a client advisory board

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Stephen Wershing, CFP®

The Client Driven Practice LLC
President
[email protected]
(585) 381-2662

Clientdrivenpractice

Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults with financial advisors on how to create an experience clients naturally talk about. He helps them clarify their value, build their brand, and attract more referrals. He is also known for his work with client advisory boards.

Wershing is cohost of the popular podcast Becoming Referable, www.becomingreferable.com.

Bob Veres calls Steve “the best marketing mind in financial planning.” His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself, was published by McGraw Hill in 2012.

Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, InvestmentNews and USA Today. 

Steve started as a registered rep 30 years ago, becoming a fee-based advisor and later a broker/dealer executive. He was Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011. He is also partner in the Focused Advisor Network (www.focused-advisors.com), a platform for independent advisors.

About Our Presenter

Clientdrivenpractice
The Client Driven Practice helps financial advisors discover and strengthen their unique value, and build their marketing nd their strategy around that. They do this with client surveys, client advisory boards, and referral marketing consulting.