Jason interviews Julie Littlechild, the founder and CEO of Absolute Engagement. Julie is a renowned speaker and expert in client engagement within the financial advisory sector. She has recently launched the Absolute Engagement Engine, which brings her ideas on client engagement to life.

Episode Highlights 

• 00:58: Absolute Engine is designed to help financial advisors connect more deeply with their prospects and clients efficiently and consistently.
• 06:31: Many advisors have recognized the importance of aspects such as Confidence, Concerns, Outlook, and Preferences; structuring the conversation in the format of a questionnaire can be a challenge, says Julie. 
• 10:04: Julie explains that opportunities to uncover engagement and growth emerge for several reasons. These opportunities can arise based on how a client presents themselves at a given point in time, such as their confidence level during a review or introductory meeting.
• 15:02: Jason emphasizes the importance of delving deeper to understand clients better, considering that many clients haven't thought deeply about their goals.
• 16:44: Julie explains that their focus is on creating a leading indicator of future issues rather than identifying clients who are already on their way out.
• 19:13: Jason highlights the common issue in the industry where discussions often devolve into fee arguments because clients may not fully understand the value of the services provided.
• 24:40: Jason and Julie discuss the motivation behind developing their platform and the goals they hoped to achieve.
• 29:26: Jason and Julie emphasized the value of asking meaningful questions and co-creating value with clients.

3 Key Points

1. Jason underscores the importance of demonstrating the softer, more human aspects of care and concern in financial advisory interactions.
2. Julie and Jason discuss the exciting possibilities with the data generated by the Absolute Engagement Engine.
3. Julie and Jason discuss various aspects of the financial advisory industry, particularly focusing on a platform designed to help financial advisors understand and improve client sentiment.

Tweetable Quotes

• “Capturing the fluid and evolving sentiments of clients, which can vary between couples and change over time, posed a significant challenge.” – Julie
• “Absolute Engagement Engine provides a structured way to address important topics such as Confidence, Concerns, Outlook and Preferences.” – Julie
• “AI automates more routine tasks; the focus should shift towards the psychological aspects of financial planning.” – Jason
• “Using technology is just one part of the equation, and advisors need to develop the soft skills and knowledge to have deeper, more effective conversations with clients when using the platform's insights.” – Julie
• “The platform not only provides efficiency for advisors but also delivers real value by helping clients navigate their financial journeys more effectively.” – Julie

Resources Mentioned:

• Facebook – Jason Pereira's Facebook
• LinkedIn – Jason Pereira's LinkedIn
• Woodgate.com – Sponsor
• LinkedIn – Jason Pereira's LinkedIn

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