What Clients Expect From Advisors: Findings From A Client Advisory Board Facilitator

What Clients Expect From Advisors: Findings From A Client Advisory Board Facilitator
Bruce Peters
CABHQ
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IMCA - 1 credit

Bruce Peters, CEO of CABHQ, a client advisory board facilitator, introduces attendees to client advisory boards (CABs) in this webinar. Client advisory boards help advisors understand the work that is most valued by clients and how to direct resources to those tasks while eliminating work that is not valued or noticed. CABs also help forge longstanding relationships because the client is investing time in helping to improve the advisor's business. Peters explains how you can set up a client advisory board to improve your firm's communication and client service.

 

This webinar is approved for IMCA CE credit.


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