The influence you’re not inviting
Who belongs on a recordkeeper's advisory board? Using McKinsey's research on hidden influencers, the case for looking past seniority and production to ERISA attorneys, home-office teams, proposal managers and client-service leaders, and for giving some of them a table of their own.
Four ways advisory boards quietly fail
The four patterns that quietly erode advisory boards by year two (no mission or metrics, over-commercialization, feedback without action, and leaving members out of the loop), each with a self-check question, framed by Forrester’s research on common B2B advisory board mistakes.
The meeting is not the deliverable
Why a well-run meeting is not the point: the structure that makes an advisory board work (rotating terms, two to three meetings a year, a written record of every session) and five longer-term measures of real impact, from opportunity flow to referral confidence.
Built around their world, not yours
Every scheduling decision sends a message. Building the advisory board calendar around members' quarter-ends, busy seasons and industry events rather than the host's convenience.