Founder
AbsoluteEngagement.com
Julie Littlechild, founder, AbsoluteEngagement.com, is a speaker, writer, and researcher, whose firm conducts on-going research into personal, client, and team engagement. Previously, she founded Advisor Impact to help financial advisors gather and use client feedback to drive deeper engagement and growth.
Twice named as one of the “25 Most Influential People in Financial Planning” by Investment Advisor, she is a recipient of the Influencer Award in practice management from Financial Planning. Ms. Littlechild has worked with and studied top-performing financial advisors, their clients, and their teams for more than 20 years.
A recognized expert on driving deeper engagement and growth, she is the author of a popular blog, The Pursuit of Absolute Engagement, and a book by the same name. She earned an MBA, University of Toronto.
It is accepted wisdom that the way in which we need to engage clients is changing, whether that is the offer you provide, the expertise you bring to the table or the way in which you service clients. In this session, Julie will share the results of the 2020 IWI Investor Research and examine the changes in investor attitudes that will impact your business going forward. In addition to examining what high net worth clients need, want and expect, she will do a deep dive to understand if those expectations differ across client segments, from age to gender to profession. Learn how to ensure your business is one step ahead of the changes that will impact the industry, your business and your client relationships.
CIMA/CPWA/RMA CE: 1 credit
Wednesday, May 27, 2020
2 – 2:50 p.m.
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