Client Advisory Board

Emerson believes that knowing what our clients want makes us a more effective wealth manager.  To promote fresh thinking and idea generation, Emerson formed a Client Advisory Board (CAB). The CAB is composed of a cross-section of our client base, ranging in age, gender, background, profession and interests.  This 15 person group meets three times a year and provides us with thoughts and guidance on a variety of subjects such as communications, web design and content, subject matter for our annual investment summit, the content of our quarterly letters, educational events and ideas for the firm’s future growth.

We are proud to be one of only a few independent advisors in Boston committed to the responsiveness that a Client Advisory Board demands.  In the Board’s meetings, an objective third-party facilitator mediates discussion and keeps the group on target with the goals for the meeting.  This approach allows our CAB members and Emerson employees to exchange ideas in a neutral setting.  The Board is so effective in providing key information to our management team that we’re surprised more wealth advisory firms don’t have such a group.

To keep the Board efficient and ideas fresh, five Client Advisory Board members step down each year to make room for new members.  We have found that those vacancies fill themselves with clients volunteering to participate on the next CAB.  This healthy turnover creates a valuable way of understanding first-hand the changing needs of our clients.  To keep members connected we host an annual gathering of current and past CAB participants.  Present and “retired” members enjoy the end of year event because it allows them to share ideas and discuss their experiences on Emerson’s Client Advisory Board.

Please note: To assure client privacy, we do not publicly list the names of Emerson’s Client Advisory Board.

 

Hear what Brad Gardner, President; and Meghan DeTore, Marketing Director, had to say about the CAB and its role at Emerson on The CEO Hour radio show.  Click here to listen.