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Bringing Customers Together Safely

Do COVID-19 restrictions have you worried about how you will continue to create a collaborative atmosphere with your advisory group? Ask us how we can customize virtualization technologies to help you bring your customers together remotely.

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The Hartsema Group

The 4 Rights


“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