Perspective

Constructive feedback: Using client advisory boards to assess key relationships and improve loyalty

A roadmap for tailoring your business to meet the needs of your most desirable clients, now and in the future.

Key Takeaways

Do you know what your most important clients really think about you and your firm? Are they merely satisfied with your services, or are they raving fans who will voluntarily refer new clients?
To answer these questions, you need to have formalized, ongoing processes that measure the quality of your client relationships. Soliciting feedback on what’s working and what’s not—and then taking action—can help you: improve your offering, deepen client relationships, and increase sources of new business referrals.
A client advisory board provides an effective way to accomplish this and can help you gradually transform your practice into one that is tailored toward the types of clients you most want to attract.

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Next steps to consider

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