<p>In episode #149, Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.</p>

In episode #149, Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.

Defining, Motivating, and Achieving Client Engagement

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry.  As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

Business

Investing

Non-Profit

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.

Share Defining, Motivating, and Achieving Client Engagement

Sign up to save your podcasts

Defining, Motivating, and Achieving Client Engagement

Defining, Motivating, and Achieving Client Engagement

More shows like Enterprising Investor

Masters in Business

Odd Lots

The Meb Faber Show - Better Investing

Capital Allocators – Inside the Institutional Investment Industry

Trillions

UBS On-Air: Market Moves

The Acquirers Podcast

Making Sense

Value Investing with Legends

The Long View

At Any Rate

Barron's Streetwise

The Memo by Howard Marks

Financial Analysts Journal

Business Breakdowns

The Sustainability Story

The Markets

My CFA® Charter Story