Save Money

Get Crucial Insights

Attract More Referrals

Tired of wasting time and money on services your clients don’t value?

If you’re like most financial advisory firms we’ve worked with, you’re likely:

  • Using a marketing message that’s exactly like your competitors
  • Focused on tactics instead of an overarching marketing strategy
  • Frustrated because your marketing dollars aren’t bringing in the right clients

You deserve to be recognized for the special perspective you provide your clients, but failing to ask your clients what they value most about your business can lead to wasted money and marketing efforts.

The most successful, highly referred financial advisory firms succeed when they solicit and act on client feedback.

As a Storybrand Certified Guide with over 34 years of experience, The Client Driven Practice is the leader in providing consulting on facilitating client advisory boards for professional service firms. The Client Driven Practice excels at translating that feedback into actionable service and marketing strategies.

300 client advisory boards

Storybrand Certified Guide

34 years of experience

With client advisory board from The Client Driven Practice, you’ll learn:

  • How you can deliver the most value in client review meetings
  • What clients respond to in your communications
  • How and why clients refer you
  • How to make your planning process more engaging


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“We originally took the cheap way out and tried to organize a board by ourselves. All I can say is save yourself the time and aggravation. With a client advisory board, clients have a sense of ownership and stake in the business. They feel like they have a behind-the-scenes view into the workings of the business and it makes them feel special and even more special and connected.”

- Brian Fricke, President, Financial Management Concepts

1. Schedule a client advisory board meeting

2. Uncover what your clients value

3. Create a marketing plan that works

4. Get more clients and referrals