Oct 24, 2018
Many financial advisors are consistently delivering good or great service. This may lead to satisfied and loyal clients, but does it truly set an advisor apart? Our guest, Julie Littlechild, has been studying client engagement for over 20 years and believes that narrowing your target audience and designing the client experience around their journey can lead to innovation and growth. This starts with the advisor – a deep introspection of who they are, what they want, and what kind of business they want to have. In this episode, Julie and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss how advisors can create a more tailored engagement experience.
Julie Littlechild and Host Bill Coppel discuss the changes that are possible at any stage of your career to revisit your vision for your business and to design an experience around your clients’ unique needs.
In this episode, you’ll hear:
Julie Littlechild is the founder of Absolute Engagement, a firm that guides professionals in adapting their approach to the client experience in order to support a more fulfilling vision for their personal lives. Julie has been focusing on client engagement and the client experience for more than 20 years, establishing a leading research firm around these topics and working closely with professionals and their clients. She is the author of The Pursuit of Absolute Engagement, and she regularly shares innovative ideas through her company’s blog and podcast.
Ways to contact Julie and access related resources:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own, and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts visit firstlearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo and Company. Copyright 2018 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0818-00688