Power Your Advice

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

Listen Later

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

    Source

    ...more
    View all episodesView all episodes
    Download on the App Store
    Power Your AdviceBy Advisorpedia

    More shows like Power Your Advice

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,275 Listeners

    Acquired by Ben Gilbert and David Rosenthal

    Acquired

    4,706 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,183 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,343 Listeners

    Financial Advisor Success by Michael Kitces

    Financial Advisor Success

    719 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,028 Listeners

    The Peter Attia Drive by Peter Attia, MD

    The Peter Attia Drive

    8,663 Listeners

    The Long View by Morningstar

    The Long View

    921 Listeners

    RIA Edge by David Armstrong

    RIA Edge

    11 Listeners