How to Create a Successful Client Advisory Board

A client advisory board is an ongoing, facilitated conversation with a representative sample of your ideal clients. Through a board, you can learn what clients actually value most about what you do, what drove their decision to join you, how your client experience can be improved, how effective your marketing is, and a wide range of other insights that can drive your strategic plan.

How to Create a Successful Client Advisory Board
Mon, Oct 15, 2018,   10:00 AM - 4:00 PM
The Philadelphia 201 Hotel, Philadelphia, PA

Learn everything you need to know to form and benefit from 
a successful 
client advisory board

For additional information contact Support@TheClientDrivenPractice.com

585-381-2662

Ready to register for the NAPFA Session? 
Register here: NAPFA.advisoryboard.solutions

2018 NAPFA Pre-Conference Session

The most powerful forum for collecting actionable client feedback is
 conducting an ongoing client advisory board.



Topics covered include:

  • What a board can do for you 
    (and what it can’t)
  • How to invite prospective board members so they will accept
  • Creating an effective board meeting agenda
  • Choosing a venue – what restaurants won’t tell you
  • Upgrading the client experience with your board’s guidance
  • Leveraging your advisory board in your marketing

Mon, Oct 15, 2018   10:00 AM - 4:00 PM

The Philadelphia 201 Hotel, Philadelphia, PA

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Role Reversal
Taking Your Clients’ Advice

Making the Most of Your Client Advisory Board

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