Power Your Advice

Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild

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We are honored to have Julie Littlechild as our 50th guest on Power Your Advice. Julie is the CEO of Absolute Engagement, a company that helps advisors and advisory firms use direct input from their clients to evolve and enhance the client experience, identify unmet needs and increase referrals. She is also the author of The Pursuit of Absolute Engagement, and host of her own podcast, Becoming Referable.

In today’s episode, Doug & Julie talk about Absolute Engagement’s latest research on the advisor client experience. They also discuss:

  • Are advisor conversations with their clients better virtually or in person
  • What Julie thinks effective client engagement will look like going forward
  • Ways in which advisors can educate themselves to evolve with the changing landscape
  • What “co-creating the client experience” means and why it is important
  • Internal barriers that get in the way of developing a deeply engaging and profoundly human client experience
  • Conversations advisors need to be prepared to have with clients

    • Thank you to all our podcast guest and listeners. We have learned so much from our first 50 podcasts & can’t wait to see what the next 50 will bring!

    Resources: Absolute Engagement | 2021 Investor Report |Becoming Referable Podcast

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