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Advisory boards are never going to be the same again
What does the future hold?
The past two years had us pivot and speedily adapt to virtual formats of engagement
96% of our client advisory boards were conducted virtually from 2020-2021
We had to really think out-of-the box to match a face-to-face experience
We used Zoom and other proprietary platforms to connect advisors seamlessly
We leveraged interactive polling, fun virtual breakout rooms, and whiteboards to capture insights
We staggered sessions over a number of days to alleviate camera fatigue
Advisor experience with virtual advisory boards exceeded expectations
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Today, many advisors are keen to get back to an in-person environment
Others have enjoyed the time gained back without travel and prefer a virtual environment
Providing a fulfilling experience to satisfy both groups will be a challenge
One cannot engage a virtual group for several hours at a stretch
Shorter virtual-friendly agendas will be a disservice to in-person attendees
Flexible formats for advisory boards will be key to reengaging all advisors
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Customized engagement with targeted content and a diverse group of participants are key to ensuring a meaningful experience
Creative solutions such as asynchronous platforms, time-zone scheduling, surveys, and remote activities must be considered for a successful attendee experience
Effective facilitation by trained moderators who can straddle multiple formats will be critical
