Our services in the selected location:
  • No services available for your region.
Select Location:
Select Location
    Remember my selection
    We have been made aware that there are external parties falsely claiming to carry out financial services on behalf of Goldman Sachs (including Goldman Sachs Asset Management International and Goldman Sachs International) in order to market fake investment products and to solicit monetary payments. These external parties may pose as Goldman Sachs through the use of fraudulent communications via email, instant messaging or phone, as well as through the use of fake brochures and other documents containing Goldman Sachs branding and logos.
    The FCA has issued warnings about these fraudulent activities which can be found here and here.
    It is important to know that any communication you receive from Goldman Sachs would only come from an @gs.com e-mail address and/or be found on the goldmansachs.com website. Further information regarding how you can protect yourself from fraudulent activity online and how you can contact us about this can be found on the Goldman Sachs Security page, available here.
    Your browser is out of date. It has known security flaws and may not display all features of this and other websites
    BUILDING A CLIENT ADVISORY BOARD 

    BUILDING A CLIENT ADVISORY BOARD

    Participants examine why and how to implement a Client Advisory Board into their business and build a plan to do so.

    Workshop Overview

    Pre-planning and structure are critical to the success of a client advisory board. The most successful boards begin with a formal approach and often ease into something more casual. It is important that the board’s work approach isn’t too casual at the onset; for fear that it could deteriorate into something no one takes seriously. 

    Our suggested approach: (1) Identify the board purpose, size and objectives. (2) Define the board structure and roles. (3) Determine board members. (4) Create a communication plan. (5) Build the meeting agenda.

    Here are some best practices to consider when building a client advisory board.   

    1. Solicit feedback, don’t push an agenda  2. Decide what you want the board to accomplish 
    3. Have written ground rules  4. Use a consistent or third-party facilitator 
    5. Identify specific clients with the skills you need (that complement your own)  6. Expect to be challenged; be open to new ideas 
    7. Periodically change the makeup of the board   


     

    Planning Your Meeting

    Building a Client Advisory Board

    MATERIALS

    Workshop Preview
    PDF
    Download
    Workshop Guide
    PDF
    Download

    INTERESTED IN PARTICIPATING?

    Workshop to help you build business and drive sustainable growth in advisor practices. Contact your GSAM representative for more information.

    Related Topics

    Effective Coaching: The Power of the Team

    What makes a great leader? Being a great coach, establishing trust, and exuding positive energy are a few starting points, but great leadership entails much more.

    Behavioral Finance: Simple Ideas for Marketing Your Value to Clients

    From the aftereffects of the financial crisis to retirement anxiety, clients' financial decisions are often driven by emotion. We discuss how emotions, psychology, and bias can drive client decisions. 

    CONTACT US See More

    For More Information
    Sales Desk
    +44 20 7774 7779
    Funds Client Service
    +44 20 7774 6366