8 Improvements That Came Out of My First Client Advisory Board Meeting
By Debra Taylor, CPA/PFS, JD, CDFA
Horsesmouth Essential: In her very first board meeting, one solo advisor learned that her clients have a vested interest in seeing her firm prosper. The board offered startling insights on everything from compliance to portfolio reviews to referrals that will go a long way toward generating new business and keeping current clients happy and content.