I gave a presentation on client advisory boards this week and a participant asked about the proper role of an advisor in the board meetings. Should you attend? Should you speak?

Let me start by pointing out one thing you should NOT do: facilitate the meeting. First, facilitation is a skill. Hey, your clients could easily pick their own mutual funds. They hire you to do it because you have certain knowledge and skill when it comes to choosing the right ones in the right proportions. Same with facilitating a meeting.

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