POWER Talks to Practitioners – Client Advisory Boards

What we are talking about

The value of a Client Advisory Board and the role it can play in business development, shaping your Financial Planning process and long-term client engagement.

How it can take your client relationships and referral strategy to a whole new level.

How to begin setting up a Client Advisory Board and the practicalities it involves.

The panel

Host: Alasdair Walker
Managing Director, Handford, Aitkenhead & Walker
Duncan Parkes
Duncan Parkes
Old Mill Financial Planning LLP
Sharon Sutton
Managing Director, Thornton Chartered Financial Planning


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