8 Improvements That Came Out of My First Client Advisory Board Meeting

By Debra Taylor, CPA/PFS, JD, CDFA
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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.

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