“I’ve never had a bank that listens like this.”
— Advisory Group Member
“It’s clear that our ideas are fed directly into your products.”
— Advisory Group Member
“We’ve learned far more than we’ve shared.”
— Advisory Group Sponsor
“When we see our ideas turned into action at the bank, we’re motivated to bring more ideas.”
— Advisory Group Member
“We thought ‘functionality first’ but our council said ‘usability first.’ We followed their lead.”
— Advisory Group Sponsor
“Our CEO keeps asking me, “Did you run this by the advisory council?”
— Advisory Group Sponsor
“We can help you build better products.”
— Advisory Group Member
“Our CEO keeps asking me, 'Did you run this by the advisory council?'"
— Advisory Group Sponsor
“The board members are by far our best references.”
— Advisory Group Sponsor
“I feel very heard. I am engaged and willing to help create change.”
— Advisory Group Member
“These meetings are my visit to the armory – I pick up bullets to use.”
— Advisory Group Sponsor
“Our product roadmap has truly been influenced by our board.”
— Advisory Group Sponsor
“The advisory council confirmed for me that I’ve chosen the right bank.”
— Advisory Group Member
“For me it’s been self-serving. There’s a lot we didn’t know. We’ve grown 300-400%. The challenges we faced wouldn’t have been solved as smoothly. The board has given us ideas that have saved us thousands of dollars.”
— Advisory Group Member
“We want genuine customer advice before we make decisions, not after.”
— Advisory Group Sponsor
Hartsema Group Fact
As of 2019, we have managed more than 125 advisory group meetings.
Advisory Group Member Selection and Administration (The Right People)
- Advisory Group Member Selection/Recruitment
- Onboarding New Members
- Components of a Member Welcome Package
- Welcoming New Members into an Existing Advisory Group
- Assessing Advisory Group Member Engagement/Performance/Diversity/Fit
- Building a Pipeline of Prospective Members
- Enhancing the Network Value of the Member Experience
- Former Members: Building an Effective Alumni Organization
Getting the Agenda Right (The Right Discussion)
- Presentation Guidelines and Best Practices (The 3 Slide Rule)
- The 75/25 Rule
- Guest Speaker Guidelines and Our Favorites
- The Right Time to Use Pre-Meeting Homework and Pre-Reading
- THG Advisory Group Session Hall of Fame
- Comprehensive Library of Advisory Group Sessions
- Meeting Continuity/Actions Taken
- Product Development Customer Service/Onboarding
- Sales Methodology
- Executive Management
- Technology/Security/Fraud
- First Meeting Opening
- Competitive Intelligence
- Risk Management
- Having a Little Fun: Ten Ways to Look Smart in a Meeting
Meeting Planning (The Right Environment)
- Venue Selection Best Practices
- The Little Things are the Big Things – Meeting Details
- Getting the First Meeting Right
- Whose Meeting Is It?
- Guidelines for Non-Advisory Group Member Participation
- Gifts or No Gifts?
- Preparing Members for the Meeting – Making Their Experience Easy
- Establishing An Annual Calendar
Delivering the Value of an Advisory Group (The Right Follow-up)
- Turning Feedback into Business Results
- Spreading the Word Internally and Externally
- Between Meeting Engagement Best Practices
- Extrapolation – Translating Advisory Group Feedback
- Annual Report: What We’ve Learned & What We’ve Done
- Components of the Advisory Group ROI