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Keyword: client advisory boards

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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

Run an effective client advisory board meeting

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