In this insightful snippet from The Always On Podcast, Steve Phillips dives into the concept of the Client Advisory Council—a timeless strategy discussed extensively in the Advisor Playbook and the Blue Square Method. This approach involves gathering a group of your clients to enhance branding, address crucial topics like continuity, succession, family investment legacy, and strategic partnerships. Steve highlights the importance of intentionality and selecting the right participants to ensure the success of advisory boards. Discover how seeking input from key influencers can lead to constructive and positive discussions in this engaging conversation.

Click here to watch the clip on YouTube

Listen to the full interview on the ‘Always On with Duncan MacPherson Podcast’ by clicking here: paretosys.co/AODM_ep48