"When we first decided to move forward on creating a Strategic Advisory Board (SAB) our purpose was to gain greater understanding of our targeted niche. Why did they come to AM&M? Why do they stay? What do they see as our competitive advantages and disadvantages? What we found was so much more. We found out that some of the assumptions that we have made - and relied on - were somewhat off.
"We left many of those meetings with action items that we were able to implement, and have confidence that they will expect to see tangible results. AM&M also created a new product offering as a result of the SAB feedback. This service offering is expected to populate the pipeline."
Dawn K. Palazzo, CFP
President, Planning Services
AM&M Financial Services, Inc.
Emerson Investment Management, Inc.
Merrill Lynch, Inc.
The K&H Group
More comments from CABHQ Clients:
- "CABHQ brings an unparalleled level of integrity and professionalism to the table."
- "CABHQ facilitates an honest discussion during the CAB ... we're able to talk about
honest problems we have with our Clients ..." - "Anecdotal visits with Clients aren't enough any more ... CABs are a great opportunity
to stay connected with your Clients ..." - "Because they're expert facilitators, CABHQ understands that part of the role they
play is to engage the Client in an objective manner. This has deepened our Clients'
relationship with our company because they know it's not a sales call ..." - "Our initial CAB was a definite '10'! ... How often do you spend two hours listening
to your clients discuss ways to send you referrals! ... CABHQ did something what
we could never successfully do, which is ask our clients to help us grow our business!
... We cannot wait for the next CAB meeting."
