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A Client Advisory Board That Drives Loyalty And Growth

Stephen Wershing, CFP

The Client Driven Practice

  • CPA Canada
  • CPA

Published: October, 2019

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Before starting this self study program, please go through the instructional document.


  • Key factors that drive big changes in service delivery businesses.
    6 mins
  • What is a Client Advisory Board?
    7 mins
  • What you can learn from your clients?
    28 mins
  • Understanding of key principles to make your client advisory board more effective.
    35 mins
  • How to partner with clients to generate referrals and other mutual benefits
    44 mins
  • Action Plan to achieve a loyal and growing client base.
    47 mins

Course Description

We are in an age where clients expect customized advice and have more choice than ever before. Firms that find ways to stay relevant will attract clients and those that don’t will have more trouble competing. A client advisory board can be the most powerful tool you have for increasing loyalty and driving growth. By leveraging it the right way, you can learn how to make your client engagements more relevant to them, how to maximize the value of client meetings, and streamline your services. Following this strategy you will learn what prospective clients really want when they engage you, how to differentiate your business from the competition, and how to enlist clients as ambassadors.

Learning Objectives

  • To understand how a client advisory board can be leveraged to increase your value and drive client loyalty
  • To learn what you can do and say to get the best client feedback and guidance
  • To develop a strategy to organize and implement a client advisory board

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Auditors
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial CPA
  • QB Pro Advisor
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Xero Advisor
  • Young CPA