Research Library

The top resource for free research, white papers, reports, case studies, magazines, and eBooks.

Share Your Content with Us
on TradePub.com for readers like you. LEARN MORE
The Case for an Advisory Board: How to Create and Manage an Advisory Board that Improves the Client Experience and Raises Practice Profitability
Request Your Free White Paper Now:

"The Case for an Advisory Board: How to Create and Manage an Advisory Board that Improves the Client Experience and Raises Practice Profitability"
Request

You may think that an advisory board is not worth the time and effort, but implementing one can result in many benefits for your firm.

It sounds reasonable ... a business owner will prosper when they seek the advice of smart, experienced professionals. Yet, many financial advisors do not seek the counsel of an advisory board due to a variety of concerns, including the added commitment of time and energy, and the fear it will only point out shortfalls. However, a properly structured advisory board can help you achieve objectives and grow your business.

Download this white paper now to get a better understanding of what an advisory board is and what it could do for your firm. This includes:

  • A more disciplined approach to client research and engagement resulting in richer client insight
  • Improved client relationships resulting in higher loyalty and more referrals
  • Tips for establishing and managing your own advisory board for maximum effect

Don’t let a fear of what criticisms an advisory board might bring deter you from taking advantage of the benefits. Learn how a board could help maximize your productivity and growth now!


Offered Free by: American Portfolios
See All Resources from: American Portfolios

Request

Recommended for Professionals Like You: