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
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
About Presenter
Stephen Wershing, CFP
Advisor, The Client Driven Practice
Stephen Wershing, CFP® is President of The Client Driven Practice, a firm that consults with financial advisers on how to create an experience clients naturally talk about. He helps them clarify their value, build their brand, and attract more referrals. He is also known for his work with client advisory boards.
Wershing is cohost of the popular podcast Becoming Referable, www.becomingreferable.com.
Bob Veres calls Steve “the best marketing mind in financial planning.” His book, Stop Asking for Referrals: A Revolutionary New Strategy for Building a Financial Service Business that Sells Itself, was published by McGraw Hill in 2012.
Steve has authored articles or been quoted in many trade and popular publications including Journal of Financial Planning, Financial Advisor, Investment Advisor, InvestmentNews and USA Today.
Steve started as a registered rep 30 years ago, becoming a fee-based advisor and later a broker/dealer executive. He was Chief Operating Officer of a national firm and subsequently President of a regional B/D before dedicating himself to coaching advisors full time in 2011. He is also partner in the Focused Advisor Network (www.focused-advisors.com), a platform for independent advisors.
The Client Driven Practice helps financial advisors discover and strengthen their unique value, and build their marketing and their strategy around that. They do this with client surveys, client advisory boards, and referral marketing consulting.
FAQ
myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.
Testimonial
4.4
(21)
52%
38%
10%
0%
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LR
Linda Rhodes, CPA
Sep 24th 2019
It was a fabulously informative class. Steve helped understand the consulting aspect of the business and how a client advisory board may be of assistance. It was in line with the itinerary and very focused. It was great to know and understand about the opportunity zones possible. Thank you.
BC
Ben Cook, CPA
Sep 23rd, 2019
It was indeed an informative webinar on how to play smart and the power of focused target market. Steve was excellent with presentation and showing how new bees can learn out of it. It was really a great webinar.
TP
Teresa Pugh, , Tax Pros
Sep 23rd, 2019
It was an interesting webinar. I learned about new aspects of how client advisory boards help businesses. If this is true, they can be of really valuable help to the accounting professionals. Thank you Steve for a fantastic webinar...!
KW
Kristen Whiteley, CPA
Sep 23rd, 2019
I think the webinar was full of valuable information and insights. I loved the examples as they were from every walk of life. This is remarkably motivating as well as challenging. I would surely like to attend more webinars from Steve. Thanks.
DM
Dianna Marland, CPA
Sep 23rd, 2019
It was one of the best webinars I have ever attended. Excellent presentation and information nearly packed into a course. I loved your style Steve. You prepared well and delivered. I will surely recommend your webinar for accurate information and details.
