How Client Engagement is Being Disrupted For Financial Advisors With Julie Littlechild


Julie Littlechild is a client engagement expert and industry thought leader. On this episode of The Resilient Advisor Podcast, Jay Coulter interviews Julie to get her thoughts on how financial advisors can increase their client engagement in this environment.

  • How financial advisors should change their approach to engage with clients.

  • Research shows that clients are satisfied. Why should advisors change?

  • What fundamental change needs to happen today?

  • What trends are driving engagement now?

Connect With Julie

Twitter: @jlittlechild

LinkedIn: https://www.linkedin.com/in/julielittlechild

Blog: www.absoluteengagement.com/blog

Email: jlittlechild@absoluteengagement.com

Website: www.absoluteengagement.com

About Julie

Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future.

Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years. Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released in January, 2017.

Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.

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