The client advisory board is the single most powerful tool for obtaining detailed client feedback that you can use to tailor your practice to the wants and needs of your best clients. Like with many other things, preparation is a key to the success of your board.

Preparation includes addressing several fundamental aspects of assembling the board and holding a meeting, including having the right objectives and role for your board, making sure you have the right participants at the table, asking the right questions, and getting the right facilitator.

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