In this week’s episode, we discuss strategies to stay connected with your clients, a process that is more important than ever. Specifically, we look at the role of client feedback and how and why it’s changing. Client needs are changing and so to must [...]
In this special episode, Julie and Steve discuss the benefits of coordinating your marketing into campaigns. Organizing communications and activities around a theme reinforces the message and creates multiple impressions that can systematically raise interest among your clients or prospects. And the process reinforces [...]
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 [...]
Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. Her firm takes an evidence-based approach to helping advisors align an engaging client experience with a compelling personal vision for their businesses. Absolute Engagement works with institutions and advisors, offering programs such as [...]
Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and [...]