This is the text area for this paragraph. To change it, simply click and start typing. Once you've added your content, you can customize its design by using different colors, fonts, font sizes and bullets. Just highlight the words you want to design and choose from the various options in the text editing bar.
This is the text area for this paragraph. To change it, simply click and start typing. After adding your content, you can customize it.
You’ve heard countless podcast guests talk about Client Engagement and Experience. You’ve also heard others talk about using technology to make it better and more personal for our clients. On this edition of Turning the Page podcast, we have someone who brings them together: Client Engagement and the Client Experience with the use of technology in your business.
I really enjoyed my chat with Julie Littlechild! Julie is the Founder and CEO of Absolute Engagement. She is a recognized expert on the drivers and evolution of client experience, client engagement and referral growth. She’s worked with and studied successful financial advisors and their clients for more than twenty-five years and I think I have known her for about that long!
Prior to founding Absolute Engagement, Julie launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog, the co-host of the Becoming Referable podcast and the author of “The Pursuit of Absolute Engagement.” I also consider her to be a good friend.
Learn more about Julie at https://absoluteengagement.com/team/julie
You can read her great blog at https://absoluteengagement.com/blog
I’d love to talk to you more about how you build great engagement with your clients! What are you doing to build that connection with potential and current clients? ’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business!
Would you like to spend 20 minutes with me - virtual coffee in hand – furthering the conversation you heard in any of the podcasts?
Want to be or being a guest on the show? Fill out the form and let me know!
EP29 - Ep29 - Using Technology to Enhance Client Engagement and Experience with Julie Littlechild
Investment Planning Counsel
Aspect
Blog