Valorem created an Advisory Board in May. The first meeting of the Advisory Board was Tuesday. It was well-attended (7 of 10) and was incredibly valuable. There really should be a better adjective–it was that good. We are so very thankful to our Board for their time and input. But my message here is simple. If your firm doesn’t have an Advisory Board, create one. Every firm and every firm leader can benefit from advice and ideas from people with a different viewpoint and different background.
Let me offer just one insight. Everyone can mouth the platitude that you need to think like your client and give your client what he or she needs. But what does that really mean? Perhaps you could use your advisory board to put some meat on those bones.