In this week’s episode, we shift our focus slightly to highlight the need for to evolve your client experience. Specifically, we look at how to understand how clients are thinking now, in order to to adapt to their changing needs and attitudes. Takeaway Quote: [...]
In this special episode, Julie Littlechild and Steve Wershing talk about adopting a voice of the client strategy in your business and discuss different methods that can be utilized when putting together and implementing this strategy. Takeaway Quote: “We can learn as much about how [...]
In this special episode, Julie Littlechild and Steve Wershing talk about client feedback in its many forms. We discuss why it’s an important tool for advisors looking to stand apart from the rest, and provide actionable items and resources to conduct the right client [...]