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 virtual client advisory boards to help your financial advisory firm translate feedback into actionable service and marketing strategies.

    A virtual client advisory board can help you gather clients across the country, with an experienced facilitator, trained staff to schedule and manage calls, client training guides, advisor coaching, and digital tools to boost engagement.

    Ready to take your client advisory board virtual?

    1. Schedule your virtual client advisory board meeting

    2. Uncover what your clients value most

    3. Create a marketing plan that works

    4. Get more clients and referrals