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.
- 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.
Client Lifetime Value Calculator
See how much long-term value your potential clients may drive for your firm with our quick and easy tool.
Learn more
Practice Management
Let our proprietary research, industry expertise, and commitment to innovation help transform your practice into a future-ready firm.
Learn more
Client Insight Tool
Go beyond traditional client segmentation to understand where your revenue is coming from with our tailored insights.
Learn more