<p>Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals. </p>

Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals.

Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day.

The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. 
All expressions of opinion are subject to change. 
Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Business

Entrepreneurship

Management

Managing Your Practice is dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience. Dimensional Fund Advisors delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We help advisors leverage those insights when making the critical business decisions successful firms face every day. The information is provided in good faith without any warranty and is intended for informational purposes only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. All expressions of opinion are subject to change. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Share Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

Sign up to save your podcasts

Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

More shows like Managing Your Practice

Investing Insights

The Meb Faber Show - Better Investing

Capital Ideas Podcast

Animal Spirits Podcast

The Rational Reminder Podcast

The Perfect RIA

The Compound and Friends

The Long View

Kitces and Carl - Real Talk for Real Financial Advisors

Excess Returns

Barron's Advisor

Ask The Compound

The Efficient Advisor: Tactical Business Advice for Financial Planners

Facts vs Feelings with Ryan Detrick & Sonu Varghese

The Morgan Housel Podcast