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
Managing Director, Handford, Aitkenhead & Walker
Old Mill Financial Planning LLP
Managing Director, Thornton Chartered Financial Planning
