Today, the CAB consists of approximately 30 members, typically serving 2-4 year terms. The board meets twice a year, usually at a local restaurant, for luncheon presentation and follow up discussion. Among the current members are professionals, retirees, small business owners and people from many other walks of life.
We have found that the volunteer board members are dedicated to the mission of the CAB and develop a wonderful chemistry from their time serving together on the board.
Our core services are built upon our relationships with our clients, and the CAB serves to deepen those relationships, helping us better serve the needs of all. With an openness and willingness to really listen, we have received important feedback on what our clients value most about our business, including what is important in differentiating us from other financial firms.
BWFA started its Client Advisory Board (CAB) over 10 years ago, in order to bring together a representative group of our clients and seek their guidance and input as to the state of, and future direction of, our firm.
The CAB is a great resource we rely upon when considering any changes to current practices, procedures and marketing efforts, as well as strategic planning going forward.
For more information on the Client Advisory Board, or if you would like to be considered to serve on the CAB, please feel free to contact your BWFA advisor or Meghan Manas at 410-461-3900.
Meghan Manas- DIRECTOR, CLIENT SERVICES