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.

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. In fact, we have conducted more client advisory boards for Financial Advisors than any firm in the country. 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 a 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

What’s my investment?

Schedule a client advisory board meeting and open up the possibility to become the most successful, highly referred financial advisory firm.

Even better news? No matter which payment plan you pick, your client advisory board will give you access to insider information including:

  • 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

Best Value - 3 monthly payments of $2,000
Best Savings - 1 payment of $5,000

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

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