Client advisory boards

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, 2013

What your client advisory board members can expect

Make sure they understand their responsibilities — and yours

  • October 25, 2013 October 30, 2019
  • 10:51

Who should be on your client advisory board?

Your nine to 12 members should represent four key roles

  • October 24, 2013 October 30, 2019
  • 10:15

Four questions to ask before setting up a client advisory board

You must be willing to listen and follow through on recommendations

  • October 23, 2013 October 30, 2019
  • 10:45