client advisory boards – Investment Executive

Proposal for new investor advisory panel faces criticism

gregmeckback — Tue, 22 Feb 2022 13:09:00 +0000

Advocates and industry agree: Think bigger about the IAP

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Five reasons you need a client advisory board

Alan — Wed, 29 Oct 2014 16:20:00 +0000

You stand to gain client feedback, client loyalty and more

The post Five reasons you need a client advisory board appeared first on Investment Executive.

Why you should create a professional advisory board

Alan — Thu, 05 Jun 2014 15:50:00 +0000

Meeting with other professionals can generate business-building ideas

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What your client advisory board members can expect

Alan — Fri, 25 Oct 2013 15:51:00 +0000

Make sure they understand their responsibilities — and yours

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Who should be on your client advisory board?

Alan — Thu, 24 Oct 2013 15:15:00 +0000

Your nine to 12 members should represent four key roles

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Four questions to ask before setting up a client advisory board

Alan — Wed, 23 Oct 2013 15:45:00 +0000

You must be willing to listen and follow through on recommendations

The post Four questions to ask before setting up a client advisory board appeared first on Investment Executive.

Run an effective client advisory board meeting

Alan — Mon, 22 Oct 2012 10:00:00 +0000

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.

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Get the most from a client advisory board meeting

Alan — Mon, 13 Aug 2012 16:00:00 +0000

Important client feedback will fuel your growth

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Reasons to use a CAB

Alan — Tue, 31 Jan 2012 19:30:00 +0000

A client advisory board can be helpful to your business

The post Reasons to use a CAB appeared first on Investment Executive.

Who will run your CAB meetings?

Megan — Thu, 27 Oct 2011 16:40:00 +0000

An experienced facilitator can add value

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