Welcome to Path to Abundant Living, where we address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success.
Listen as Scott Morrison and Matt Nordmann, Managing Partners of Morrison, Nordmann & Associates, tap into their wealth of financial experience and address various strategies and services they utilize for their clients.
So sit back, relax, and enjoy intriguing financial conversations that place you on path to abundant living and help you navigate the rest of your life.
Business owners want to better understand their clients so they can serve them exceptionally well and grow their enterprise. And while surveys, market research and other tools can be key parts of that effort, there’s another smart marketing strategy that too many entrepreneurs overlook.
On the latest episode of Path to Abundant Living, we’re diving into the surprising value of utilizing a client advisory board!
0:06 – Introduction and overview on the topic of the day
1:30 – The twist on a traditional approach
2:54 – What does a client-focused board of advisors does and how they operate
5:11 – Why this board is valuable to you and your business
6:30 – The results associated with a top-tier client advisory board
9:35 – The board should consist of your top clients
12:09 – How to ask your client to be a part of this board
14:13 – How you can get in touch with Matt and Scott
16:00 – Closing remarks
Connect with Scott Morrison and Matt Nordmann: