Session date and time May 1, 2023 12:00 - 1:20 p.m.
Invitation Only Hosted by Investments & Wealth Foundation
Women in Wealth is an educational program series and a community for women practitioners to learn from peers and subject matter experts. Programs are developed by women for women. The theme of the annual Women in Wealth ACE Academy lunch program is Planning for HNW Clients. Join subject matter experts and your peers for an interactive program featuring thought leaders from featured firms, followed by table dialogue.
Advice Engagement - The Future of Financial Planning
Presented by Julie Littlechild
Founder and CEO, Absolute Engagement
Session date and time May 2, 2023 11:00 a.m. - 12:00 p.m.
The age of presenting massive financial plans with voluminous reports is dead. Today, clients and prospects are expecting advisors to engage in live interactive planning sessions faster than ever – they want “just in time” advice and they want it delivered in an understandable manner. This panel will feature thought leaders who will share their insights on how AI will play a role in helping advisors deliver advice more efficiently, what services that are viewed as luxuries today will become the necessities of tomorrow, how focusing on client education can lead to increased levels of trust and improved client behaviors, and why engagement is the new standard for success in financial advisory practices.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
Julie Littlechild Founder and CEO, Absolute Engagement
Julie Littlechild is the founder and CEO of Absolute Engagement, providing engagement technology that empowers advisors to drive engagement at scale by revealing and responding to the needs of prospects and clients in real time. Littlechild is a recognized expert on the drivers of client engagement and a popular speaker on how client experience is being disrupted. Before founding Absolute Engagement, Littlechild launched and ran one of the industry's leading research firms, focused on client engagement. She is the author of a popular blog and “The Pursuit of Absolute Engagement.” She has served on the national board of the Financial Planning Association, currently sits on an Investments and Wealth Institute advisory board, was twice identified as one of the “25 Most Influential People in Financial Planning” and won an industry Influencer Award in practice management. She holds an MBA from the University of Toronto.
