Bruce Peters, CEO of CABHQ, a client advisory board facilitator, introduced attendees to client advisory boards (CABs) in this week's session of the Financial Crisis Webinar Series. Client advisory boards help advisors understand the work that is most valued by clients and how to direct resources to those tasks while eliminating work that is not valued or noticed. CABs also help forge longstanding relationships because the client is investing time in helping to improve the advisor's business. Peters said that out of all of the advisory firms for whom he has facilitated advisory boards, no CAB member has left his advisor.
Download Bruce Peters’ slides

Remake Your Firm Amid The Crisis: Systematically Uncover And Address Financial Personality Traits
Our next webinar on February 6 will also focus on improving communication with clients, but will delve into how to identify your clients' unique personality characteristics and adapt your communication methods accordingly for more personalized service. Hugh Massie, Founder and CEO of Financial DNA Resources, will speak about the predictable hard-wired behaviors that significantly influence financial decisions and he'll show you how you can use this knowledge to take advantage of opportunities brought by the current market turmoil.
See more information on the Feb. 6 webinar.