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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


INTERESTED IN PARTICIPATING?

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

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