Discover What Clients Value

Customize Your Service

Attract More Clients

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.

Free Download: The #1 Way to Start Bringing in More Clients

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

    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.

    We’ve created the do-it-yourself client advisory board kit to help your financial advisory firm translate feedback into actionable service and marketing strategies.

    For $299, your DIY kit will include everything you need to start and run your own client advisory board:

    • Step-by-step instructions to take you through the process of organizing your board and conducting meetings
    • Board candidate worksheet
    • Advisory board meeting agenda template
    • Advisory board meeting follow-up checklist
    • Multiple board meeting invitation templates
    • Seating chart template
    • Discussion topic and outcome tracking worksheet
    • Recommended meeting supplies
    • And much more!

    $299.00Add to cart

    Ready to transform your financial advising firm with a DIY client advisory board?

    1. Purchase Kit for $299

    2. Conduct your advisory board

    3. Get more clients and referrals

    $299.00Add to cart

    Not ready to set up and run your own client advisory board? Let us do the work for you!

    Schedule a full-service client advisory board meeting here.