A client advisory board (CAB) is one of the most effective ways to learn about what your clients value and how you can improve your practice. This three-part series outlines questions to ask before setting up your CAB, who should be on your board, and what your board members can expect.
October 25, 2013Make sure they understand their responsibilities — and yours
Your nine to 12 members should represent four key roles
You must be willing to listen and follow through on recommendations
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
