Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor some guidance over how to better engage with clients and prospects.   In this episode, David Armstrong speaks with Julie Littlechild, founder and CEO …  Read More  Read More

Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor some guidance over how to better engage with clients and prospects. In this episode, David Armstrong speaks with Julie Littlechild, founder and CEO … Read More Read More

Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor some guidance over how to better engage with clients and prospects.&nbsp;&nbsp; In this episode, David Armstrong speaks with Julie Littlechild, founder and CEO …  Read More  Read More

Julie Littlechild on  Client Feedback and the Engagement Engine

In this podcast series from Wealthmanagement.com, Editor in Chief, David Armstrong takes a deeper look at the RIA space.  Topics that will be covered include how advisors are leaving full-service firms and becoming more entrepreneurial, what is driving the flood of money coming into the RIA space, brand new tech solutions that will hopefully benefit independent advisors and how ESG investing becomes part of client portfolios.  There will be a lot more covered in these discussions so be sure to mark this series for the future.  Enjoy!

Business

Investing

In this podcast series from Wealthmanagement.com, Editor in Chief, David Armstrong takes a deeper look at the RIA space. Topics that will be covered include how advisors are leaving full-service firms and becoming more entrepreneurial, what is driving the flood of money coming into the RIA space, brand new tech solutions that will hopefully benefit independent advisors and how ESG investing becomes part of client portfolios. There will be a lot more covered in these discussions so be sure to mark this series for the future. Enjoy!

Share Julie Littlechild on Client Feedback and the Engagement Engine

Sign up to save your podcasts

Julie Littlechild on Client Feedback and the Engagement Engine

Julie Littlechild on Client Feedback and the Engagement Engine