One-Day Program to Provide Secrets to a Successful Client Advisory Board for Financial Planning Firms

One-Day Program to Provide Secrets to a Successful Client Advisory Board for Financial Planning Firms

Financial advisors will create own advisory board strategy through insights from marketing professionals Stephen Wershing and Marie Swift

The Client Driven Practice is offering a one-day program that will provide financial advisors with the tools they need to create, conduct and improve a client advisory board. The program is taking place on October 15, 2018, in Philadelphia, Pennsylvania at the Sheraton Philadelphia Downtown, right in the middle of old Philadelphia. 

The six-hour program will cover the principles of successful client advisory boards and guide financial advisors through exercises as they create their own advisory board strategy.

The program will be led by Stephen Wershing, CFP®, who has conducted well over 100 successful client advisory boards for financial advisory firms. The material and exercises reflect his extensive experience in what works and does not work in developing, organizing and leading meetings of client advisory boards.

Topics that will be covered include:

·         Who to select to nominate to the Client Advisory Board

·         How to create an effective agenda for Board meetings

·         How a venue can make or break the Advisory Board meeting

·         How to ask effective questions to get the highest quality feedback

“In addition to what I’ll be sharing, Marie Swift, President of Impact Communications, will speak on how the Client Advisory Board’s feedback can guide a firm’s public relations strategy,” Wershing said. “Marie will lead exercises on creating news releases and blog posts about the board and its guidance. I’m excited about what she will add.”

A free white paper entitled “Role Reversal: Taking Your Clients’ AdviceMaking the Most of Your Client Advisory Board” as well as additional information about the event can be found at


The Client Driven Practice is a coaching firm teaching financial advisors its proprietary 4D Niche Marketing process to clarify their brand, communicate their unique value, and attract more referrals than they ever have without asking. Wershing is author of the 2012 McGraw Hill book Stop Asking for Referrals and co-host of the popular Becoming Referable podcast. Learn more at

Media Contact:
Leesy Palmer or Marie Swift
Impact Communications, Inc.

Source: The Client Driven Practice