A Client Advisory Board (CAB) can be an extremely powerful tool to help you retain current clients and attract new ones.  CABs enable firms to hear directly from their clients about how they are fulfilling client expectations and about how the firm can improve, cross sell and add to its service offerings.  Use the following learning and tools to gain the perspective of your clients before your competitors do. To get access to these tools, become a PCPS member today! Join Now.

Learning
Client Advisory Board Learning Document This short document walks the reader through the essential foundation and processes involved in developing and implementing a Client Advisory Board system in your firm.
Tools
Client Advisory Board Action Plan Use the Action Plan to get a high level view of the steps involved with this process.	Client Advisory Board Timeline The Timeline gives an idea of sample timing for the CAB process.
Client Advisory Board Invitation Scripts Partners can use these scripts to remember all important points when inviting clients, spheres of influence and friends of the firm to be board members.	Client Advisory Board Confirmation Letter After board members agree to participate, the Board Champion sends confirmation of all pertinent details.  Use this sample letter to communicate relevant information to members.
Client Advisory Board Meeting Scripts The facilitator will find this tool invaluable when preparing.  The scripts contain important information that the facilitator must relay and they help to set the flow for each meeting.	Client Advisory Board Questions This tool provides the meat of the CAB system.  The questions within lead the members’ discussion, which should produce constructive feedback.
Client Advisory Board Meeting Agendas The short agendas lay out the major components that must occur during each meeting.	Client Advisory Board After Action Review Firms must take the time to review their CAB system.  After each board concludes its final meeting, the Board Champion should employ this template to review the system’s strengths and areas of improvement.