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.
Opportunity or obligation?
Advisory boards as strategic alignment engines rather than relationship theater, with the results of a real board (24 advisors, $16B+ AUM, $2.7B in new assets) and the 'never a quid pro quo' principle.