Dan RichardsLisa ApplegathTom Trimble
Run an effective client advisory board meeting
Lisa Applegath and Tom Trimble, investment advisors, The Applegath Group with CIBC Wood Gundy in Toronto, explain how client advisory board meetings help them achieve open communication with clients, great relationships and actionable advice. They spoke with Dan Richards, president, Client Insights, at the TMX Broadcast Centre in Toronto.
- By: Dan Richards, Lisa Applegath, Tom Trimble
- October 22, 2012 October 30, 2019
- 05:00