Advocates and industry agree: Think bigger about the IAP
You stand to gain client feedback, client loyalty and more
Meeting with other professionals can generate business-building ideas
Make 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
Lisa Applegath and Tom Trimble, investment advisors, The Applegath Group with CIBC Wood Gundy in Toronto, explain how client advisory board meetings help them achieve open communication with clients, great relationships and actionable advice. They spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
Important client feedback will fuel your growth
A client advisory board can be helpful to your business
An experienced facilitator can add value