Top Advisor Marketing Podcast

Ep 187 – Client Insights With Julie Littlechild


Listen Later

Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback. 



The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their clients to provide high-quality services. 



Client Insights is designed for advisors who need support in understanding their client base. If you’re looking to gain insight into how you can improve your service to meet your clients’ needs, this is the episode for you! 



Tune in today and follow Julie Littlechild on LinkedIn for more client assistance! 



Links: Julie Littlechild | Becoming Referable Podcast
...more
View all episodesView all episodes
Download on the App Store

Top Advisor Marketing PodcastBy Matt Halloran, CRO at ProudMouth

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

37 ratings


More shows like Top Advisor Marketing Podcast

View all
WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,363 Listeners

Holiness for the Working Day by Fr. James Searby

Holiness for the Working Day

375 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

245 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

3,002 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,553 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

131 Listeners