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Keyword: client advisory boards

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criticism

Proposal for new investor advisory panel faces criticism

Advocates and industry agree: Think bigger about the IAP

Five reasons you need a client advisory board

You stand to gain client feedback, client loyalty and more

Why you should create a professional advisory board

Meeting with other professionals can generate business-building ideas

What your client advisory board members can expect

Make sure they understand their responsibilities — and yours

Who should be on your client advisory board?

Your nine to 12 members should represent four key roles

Four questions to ask before setting up a client advisory board

You must be willing to listen and follow through on recommendations

Run an effective client advisory board meeting

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.

Get the most from a client advisory board meeting

Important client feedback will fuel your growth

Reasons to use a CAB

A client advisory board can be helpful to your business

Who will run your CAB meetings?

An experienced facilitator can add value