Back to ACE Academy 2022 - Nashville

Julie Littlechild

Founder and CEO, AbsoluteEngagement.com

What High-Net-Worth Clients Can Teach You About Growth


Join Julie Littlechild as she shares new high-net-worth investor research for the first time. Littlechild will examine how client needs, goals and aspirations have evolved over the last 12 months and the impact that will have on your engagement and growth plans. You’ll learn why high-net-worth clients change advisors, how they find new advisors and what would cause them to choose you.

 

Biography

Julie Littlechild is the founder and chief executive officer of Absolute Engagement, a firm that provides innovative technology, tools and guidance to help advisors ­– and advisory firms – use input from clients to drive profound engagement and significant growth.

Littlechild has worked with and studied successful financial advisors and their clients for more than 20 years and conducts one of the largest investor research studies to examine what clients need, want and expect. 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.

Littlechild sat on the national board of the Financial Planning Association, was twice identified as one of the “25 Most Influential People in Financial Planning” and won the Influencer Award in practice management. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.

PUBLICATIONS