Some of CABHQ's Financial Advisor clients > >
CABHQ has helped numerous Financial Advisors adopt a more client-focused approach to their business – by establishing and growing active, vital, and involved Client Advisory Boards specifically tailored to Financial Advisors.
A CABHQ Client Advisory Board helps you helps you stay connected, maintain a dialogue, and build trust with your clients. We assist you in elevating client dialogue as a core competency, which creates a unique and sustainable competitive advantage. Engage your clients in a new, respectful, and disciplined way!
CABHQ Customer Advisory Boards:
- Are a powerful tool for building Client relationships
- Provide a unique mechanism for connecting with your Clients
- Helps you see your company through your Clients’ eyes, gain new perspectives, valuable ideas
- Helps you stay connected, maintain a dialogue, build trust
As CABHQ CEO Bruce Peters told Financial Advisor magazine, “CABHQ aims to elevate CABs to a strategic-level tool. While advisors who create CABs might be inclined to aim the effort toward getting referrals, the return on your CAB investment can actually be much greater than a handful of referrals. A CAB can help you redirect your marketing campaign and even reinvent your business.”
Financial Advisor magazine (March 07) features CABHQ's Bruce Peters in an article written by Andrew Gluck, entitled Client Advisory Boards Turn Firms Around. Noting that many financial advisors treat CABs like diet and exercise — they know they should be doing it, but can't find the time — the article offers a similar solution: hire a professional.
Continue reading "Financial Advisor Client Advisory Board article" »
CABHQ's Bruce Peters is a featured blogger on Advisor Blog Central. Read his latest posts on how a Client Advisory Board can help financial advisors grow their business.
See what some of our financial services clients are saying about their CABHQ results.
