Take 15 Series Interview Recorded 02 Apr 2019
How Financial Advisers Can Deepen Client Engagement
Julie Littlechild is a speaker, writer, and researcher focused on understanding and improving how financial advisers engage with their teams and clients. In this episode, she explains the concept of client engagement, discusses the challenges that are shaping how advisers will engage with clients in the future, and shares a framework for designing an extraordinary client experience.
The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.
About the Speaker(s)
Julie Littlechild is a speaker, writer, and researcher and founder of Absolute Engagement, which conducts ongoing research into the drivers of personal, client, and team engagement and translates the findings into powerful presentations and workshops. She has worked with and studied top-producing professionals, their clients, and their teams for 20 years. Ms. Littlechild is an expert on driving deeper engagement and growth and the author of The Pursuit of Absolute Engagement. She served on the national board of the Financial Planning Association, was twice named 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. Ms. Littlechild works in the United States, Canada, and Europe. She earned an MBA from the University of Toronto.