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