Podcast appearances and mentions of julie littlechild

Research consistently shows that >90% of clients are satisfied. At first glance, it sounds like a good thing. But, if over 90% of clients are satisfied, then client satisfaction ceases to be a differentiator. It's now tablestakes. Which then prompts the question: “Should we be aiming for something more than satisfaction?” Julie Littlechild suggests we … Read More Read More

Research consistently shows that >90% of clients are satisfied. At first glance, it sounds like a good thing. But, if over 90% of clients are satisfied, then client satisfaction ceases to be a differentiator. It's now tablestakes. Which then prompts the question: "Should we be aiming for something more than satisfaction?" Julie Littlechild suggests we move the bar from "satisfied" to "engaged." Satisfied clients are happy but passive. Engaged clients are happy and tell the world about what you do. In this episode, Julie explains everything you need to know to turn satisfied clients into engaged clients. You'll Learn: The 4 drivers that create engaged clients The curse of the agenda and how to use it effectively The #1 thing clients say they want but aren't getting from advisors The top mistakes advisors make when gathering feedback and input What clients say about discussing non-financial goals with an advisor   The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode --> Go Here. *To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

Jason interviews Julie Littlechild, the founder and CEO of Absolute Engagement. Julie is a renowned speaker and expert in client engagement within the financial advisory sector. She has recently launched the Absolute Engagement Engine, which brings her ideas on client engagement to life.Episode Highlights 00:58: Absolute Engine is designed to help financial advisors connect more deeply with their prospects and clients efficiently and consistently.06:31: Many advisors have recognized the importance of aspects such as Confidence, Concerns, Outlook, and Preferences; structuring the conversation in the format of a questionnaire can be a challenge, says Julie. 10:04: Julie explains that opportunities to uncover engagement and growth emerge for several reasons. These opportunities can arise based on how a client presents themselves at a given point in time, such as their confidence level during a review or introductory meeting.15:02: Jason emphasizes the importance of delving deeper to understand clients better, considering that many clients haven't thought deeply about their goals.16:44: Julie explains that their focus is on creating a leading indicator of future issues rather than identifying clients who are already on their way out.19:13: Jason highlights the common issue in the industry where discussions often devolve into fee arguments because clients may not fully understand the value of the services provided.24:40: Jason and Julie discuss the motivation behind developing their platform and the goals they hoped to achieve.29:26: Jason and Julie emphasized the value of asking meaningful questions and co-creating value with clients.3 Key PointsJason underscores the importance of demonstrating the softer, more human aspects of care and concern in financial advisory interactions.Julie and Jason discuss the exciting possibilities with the data generated by the Absolute Engagement Engine.Julie and Jason discuss various aspects of the financial advisory industry, particularly focusing on a platform designed to help financial advisors understand and improve client sentiment.Tweetable Quotes“Capturing the fluid and evolving sentiments of clients, which can vary between couples and change over time, posed a significant challenge.” – Julie“Absolute Engagement Engine provides a structured way to address important topics such as Confidence, Concerns, Outlook and Preferences.” – Julie“AI automates more routine tasks; the focus should shift towards the psychological aspects of financial planning.” – Jason“Using technology is just one part of the equation, and advisors need to develop the soft skills and knowledge to have deeper, more effective conversations with clients when using the platform's insights.” – Julie“The platform not only provides efficiency for advisors but also delivers real value by helping clients navigate their financial journeys more effectively.” – JulieResources Mentioned:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorLinkedIn – Jason Pereira's LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Are you asking for feedback from your clients? Probably. But are you asking for input?  One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you. 

Are you asking for feedback from your clients? Probably. But are you asking for input?  One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you. 

Welcome to episode 110 of the Transformational Selling podcast! In this episode I have Founder & CEO Julie Littlechild joining me. Julie is a recognized expert on the drivers of client engagement and how it is being disrupted. She has worked with and studied successful financial advisors and their clients for more than 25 years. Prior to founding her impressive business, Absolute Engagement, Julie launched and ran one of the industry's leading research firms, which focused on client engagement.  She is the author of a popular blog and a book, The Pursuit of Absolute Engagement. On top of this, she has served on the national board of the Financial Planning Association, and she currently sits on the Investment and Wealth Institute advisory board. She has been twice identified as one of the 25 Most Influential People and won the Iconoclast Award from Bob Veres. In this episode, Julie and I talk about the true meaning of engagement, the value it holds, and how you can form deeper connections with clients and prospects.  Specifically, here's what you will learn: How engagement and customer satisfaction are intertwined How to prioritize the human elements and nurture relationships How technology can enhance engagement The importance of understanding the confidence and concerns of clients and prospects and how to form meaningful conversations around those points Connect with Julie Website: www.absoluteengagement.com  Social Media: linkedin.com/in/julielittlechild@jlittlechild  Email: jlittlechild@absoluteengagement.com  My new book Transformational Selling: A Playbook for Financial Professionals is now available on Amazon! Click here to buy. If you have a specific question or topic, you'd like me to talk about on the podcast I want to hear from you. Email me at finka@finkainc.com to share it with me.  And if you enjoyed this episode, please rate and review us on iTunes and pass it along to a friend or colleague that would also benefit from learning about Transformational Selling.

Client Engagement!  Client Experience!  Creating “Wow!”  What's all the fuss? Did you know that client service, client experience, and client engagement are NOT the same things? Julie Littlechild, founder of Absolute Engagement and author of The Pursuit of Absolute Engagement has focused her business on showing advisors how to move their clients from satisfied to … Continue reading Episode #41 Client Experience vs. Engagement: Strategies To Take Your Business To The Next Level with Julie Littlechild →

Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor some guidance over how to better engage with clients and prospects.   In this episode, David Armstrong speaks with Julie Littlechild, founder and CEO … Continue reading Julie Littlechild on Client Feedback and the Engagement Engine →

Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals. 

Julie Littlechild, Founder and CEO at Absolute Engagement, which provides technology, tools, and guidance to help advisory firms use client input to drive engagement and growth. Julie sat on the National Board of the Financial Planning Association® and was twice identified as one of the 25 most influential people in financial planning. Scaling your business is a huge task. Many of us approach it the wrong way and enable our workaholic tendencies, instead of building a team and/or utilizing technology to support new growth. In this episode, we talk about mental blocks surrounding scaling a business and steps you can take to overcome them Join us today to learn about these things: Julie explains how balance doesn't look perfectly symmetrical. (6:58) Listen here to learn how priority management and time management work together to scale a business. (11:55) When your values affect your ability to achieve balance. (18:54) RESOURCES Learn more about our guest: https://absoluteengagement.com/ Email: travis@travisparry.com Get Travis' newest book!

Julie Littlechild is the Founder and CEO of Absolute Prospects whose mission is to help advisors transform the way they engage with clients and potential prospects, reimagining a more efficient path for advisory firms to grow. Live from the Axos Advisor service conference, Focus on the Future, in Denver Colorado, Doug and Julie discuss how … Continue reading Episode 113 – Delivering on the Client Experience – With Julie Littlechild →

In this episode, Julie Littlechild, the CEO and founder of Absolute Engagement, joins Jack Martin to explain the value of true engagement and leadership when maintaining client and advisor relationships. Julie unpacks the tips you need to start engaging with your clients in the right ways. The post The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34) first appeared on InsurMark.

Welcome to episode 53. Today I have Julie Littlechild joining me. Julie is the Founder & CEO 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. Julie has worked with and studied successful financial advisors and their clients for more than twenty 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 Julie 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. Today in this episode Julie and I talk about absolute engagement, why we need it and why it's important. We also discuss the need for becoming a financial partner and acting more of as a coach, and the impact that has.  Specifically, here's what you will learn: Why is Absolute Engagement important and what steps can someone take to achieve it?  What are the various ways we can specialize or niche when we want different things? How can advisors build trust with clients and feel more confident? The advice ripple effect – how you're affecting people more than you know.   Get in touch with Julie: Website: https://absoluteengagement.com/  Linked In: https://www.linkedin.com/in/julielittlechild/ Twitter: https://twitter.com/jlittlechild    Ready to learn more? Tune in! P.S: Let's talk!  Do you want a free coaching call with me?  If you're a coach, consultant, or course creator that: Wants to build a business but doesn't know how to sell yourself or your work. Is struggling to connect with ideal clients or close the sales you need to generate the revenue you want. Wants to stop feeling overwhelmed with busy work and can't find the time to focus on the high value strategic work you need to be doing Struggles to put a price on the value you bring Then you're in the right place! Let's connect to find a way for you to earn more profit, reach more clients and make a bigger impact.  Book a time with me today here: www.sellfromlove.com/discoverycall If you have a specific question or topic, you'd like me to talk about on the podcast I want to hear from you. Email me at finka@finka.ca to share it with me.  And if you enjoyed this episode, please pass it along to a friend or colleague that would also benefit from learning to Sell From Love.  

Welcome to a brand-new season of the Sell from Love Podcast. I had some much-needed downtime over the holidays and took some time to think deeply around my business and where I want to move things going forward. I am taking Sell from Love to a new level and I am excited to share the details with you. Today in this episode I also want to provide some insights and tips on annual planning and what you can do to reach your highest potential, fulfill your dreams and help as many clients as you are here to help and serve Specifically, here's what you will learn: Exciting updates on Sell from Love What you can expect on the Sell from Love podcast and some of the incredible guests I have scheduled to join me The process in how I plan for my best year How having a theme for the year can help you reach your highest potential   Coming up on the Sell from Love podcast: Larry Levine – https://www.sellingfromtheheart.net/book  Doug Fletcher - https://www.fletcherandcompany.net/books/ David Priemer - https://cerebralselling.com/book/ Julie Littlechild - https://absoluteengagement.com/resources …and many more!   Ready to learn more? Tune in!   P.S: Let's talk!  Do you want a free coaching call with me?  If you're a coach, consultant, or course creator that: Wants to build a business but doesn't know how to sell yourself or your work. Is struggling to connect with ideal clients or close the sales you need to generate the revenue you want. Wants to stop feeling overwhelmed with busy work and can't find the time to focus on the high value strategic work you need to be doing Struggles to put a price on the value you bring Then you're in the right place! Let's connect to find a way for you to earn more profit, reach more clients and make a bigger impact.  Book a time with me today here: www.sellfromlove.com/discoverycall If you have a specific question or topic, you'd like me to talk about on the podcast I want to hear from you. Email me at finka@finka.ca to share it with me.  And if you enjoyed this episode, please pass it along to a friend or colleague that would also benefit from learning to Sell From Love.  

In this episode, we sit down with Julie Littlechild – Founder and CEO of Absolute Engagement. Julie and her platform are all about the client experience and client referrals, so I wanted to pick her brain around how advisors can build out an ecosystem that enables more referrals. We dive into having client conversations, prepping clients for meetings, and surveying clients to capture information and generate more word of mouth. This is our conversation with Julie Littlechild.   Check out https://absoluteengagement.com/ Follow Julie on Twitter: @jlittlechild

The right questions elevate good service to actual engagement. They build trust, confirm your credibility and, most important, provide valuable information you won't capture on a client questionnaire.  In this episode, Laura Gregg and David Partain speak to Julie Littlechild, Founder and CEO of Absolute Engagement. They discuss the importance of going beyond “How are … Continue reading Ep 71: Are Your Clients “Really” Fine? With Julie Littlechild →

Julie Littlechild is the Founder and CEO of Absolute Engagement, a company that helps financial advisors and financial advisory firms use client feedback to drive engagement and growth. Julie is committed to leading Absolute Engagement's research and insights to help financial advisors create a differentiated client experience. She has been twice recognized as one of the 25 Most Influential People in Financial Planning. In addition to her role at Absolute Engagement, Julie is the co-host of the Becoming Referable podcast and the author of The Pursuit of Absolute Engagement.   Julie joins me today to discuss the value of collecting client feedback. She highlights the relationship between client engagement and business growth, and describes how financial advisors can use feedback from their clients to improve their businesses. She also reveals the leading reasons clients don't make introductions for financial advisors and shares her advice on encouraging clients to make business referrals.   “Helping clients understand the problems we solve using words that they use becomes the storytelling piece that fuels their willingness to refer.” - Julie Littlechild   This week on The Model FA Podcast:   Julie's career arc and what made her interested in the financial services industry Absolute Engagement's research on investor and client expectations, experience, and referrals How financial advisors can bring their clients' voices to life The relationship between deep client engagement and business growth How advisors can use client feedback for business development Two ways to think about client referrals and the top reasons clients don't refer business to their financial advisor Why being aggressive when asking for referrals doesn't work most of the time An effective way to ask for client referrals and the power of focusing on connectivity Using content sharing and the Give-to-Get offer to build connections with prospects The beauty of gathering client input and feedback   Resources Mentioned:   Book: Good to Great: Why Some Companies Make the Leap...And Others Don't by Jim Collins   Our Favorite Quotes:   “Advisers can implement feedback to improve and elevate client experience.” - David DeCelle “Aggressive ways of getting introductions can impact your relationship with clients, but if you pour love into a client, they'll understand that referrals are not the only thing you're after, and that you care for them as a human.” - David DeCelle “If the client is at the center of your business, then their voice needs to be a part of the engagement strategies that you implement.” - Julie Littlechild   Connect with Julie Littlechild:   Absolute Engagement The Absolute Engagement Blog Podcast: Becoming Referable Book: The Pursuit of Absolute Engagement: Intentionally Design a Business That Supports the Life You (Really) Want to Live Absolute Engagement on LinkedIn Julie Littlechild on LinkedIn Julie Littlechild on Twitter Email: jlittlechild@absoluteengagement.com   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market The post Take Your Client Engagement to the Next Level With Julie Littlechild appeared first on Kuttin Consulting Group.

We are honored to have Julie Littlechild as our 50th guest on Power Your Advice. Julie is the CEO of Absolute Engagement, a company that helps advisors and advisory firms use direct input from their clients to evolve and enhance the client experience, identify unmet needs and increase referrals. She is also the author of … Continue reading Episode 50 – Develop a Deeply Engaging, Profoundly Human Client Experience – with Julie Littlechild →

For what seems like a very long time we've been talking about how the global pandemic has impacted the client experience and if these changes will be only temporary. Absolute Engagement's latest investor research, with Investments & Wealth Institute, delivers some answers – and […] The post Julie Littlechild and Steve Wershing on the Latest Client Experience Research appeared first on Becoming Referable.

The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz. “Maybe it's just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […] The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz.

The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz. “Maybe it's just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […] The post Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement appeared first on and was written by Craig Iskowitz.

Client experience expert Julie Littlechild is our guest, and she shares with us best practices for gathering feedback from clients and her recent research on referral marketing. We discuss what has changed in the financial advisory profession as a result of COVID 19, including which of those changes are temporary vs. a permanent shift. You'll gain insight on how to better engage prospects and clients and promote your business.

During the pandemic, advisors had to find new ways to engage with clients. Video proved to be a great resource to deliver and maintain a personal connection with clients and prospects. And there is no turning back. We believe that advisors can benefit from […] The post Julie Littlechild and Steve Wershing on Using Video to Create Meaningful Connection appeared first on Becoming Referable.

Listen in for two fresh conversations about referrals, client engagement and inspiring success stories. At the 3:00 minute mark Julie Littlechild, CEO of Absolute Engagement shares insights derived from years of research and at minute marker 29:30, financial professional James Schleicher offers how his “Quest for Rejection” led to success.

PFS Power Podcast - Episode 14 - Julie Littlechild by Personal Finance Society

Driving more referrals is more about the systems you use than the tactics you employ. Systems not only create a better experience for your clients and prospects but allow you to operate efficiently. Having a formal process to track your referral sources and communicate […] The post Julie Littlechild and Steve Wershing on Creating a Referral Marketing ‘System' appeared first on Becoming Referable.

Innovation is critical to the future of your business. But that doesn't mean that every source of innovation is right for you because it also carries risk. Invest in the wrong things and not only can you waste time and money but negatively impact […] The post Julie Littlechild and Steve Wershing on Guiding Successful Innovation appeared first on Becoming Referable.

As an advisor, listening to your clients is absolutely vital for success. In this episode, Brad Swineheart is joined by Julie Littlechild, founder and CEO at Absolute Engagement, to address how to uncover unmet needs and actively engage with clients and prospects. You will learn: How to start developing ‘the voice of the client' —and … Continue reading Episode 25 – Start Integrating that Voice of the Client — with Guest Julie Littlechild →

Internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild shares her research and insights into client engagement. We talk data collection, NPS, client segmentation and the role technology plays in creating a client experience.

As an advisor, client experience is a crucial piece of your practice. But what does it mean to deliver a great client experience and how do we evolve client experience going forward? Explore this and more in today's episode with Absolute Engagement's CEO and founder, Julie Littlechild. Julie explains how she helps advisors craft a … Continue reading Episode 18: How To Develop Your Client Experience Comeback Plan — With Julie Littlechild →

The focus today is entirely on making it easy for your clients to refer and ensuring your prospects understand the value you provide. Anything that makes it harder to refer causes “friction”. It may be the client doesn’t remember a good way to describe […] The post Julie Littlechild and Steve Wershing on Points of Friction appeared first on Becoming Referable.

In this week’s episode, we discuss the importance of describing your target audience and the challenges they face. Research shows that advisors who are very clear about the description of their ideal client, and talk about them frequently, are the ones who attract the […] The post Julie Littlechild and Steve Wershing on Clarifying Your Message appeared first on Becoming Referable.

Podcast: Between Now and Success (LS 43 · TOP 1.5% what is this?)Episode: Creating a Remarkable Client Experience Through Personalization, Co-Creation, and Journey Mapping with Julie LittlechildPub date: 2020-01-27In a Nutshell: Delivering great service is table stakes. Drive toward extraordinary by creating a unique, emotionally engaging experience for each individual client. Guest: Julie Littlechild. Julie is a leading expert on the drivers of client engagement. She's also the cohost of the Becoming Referable podcast and the author of the book The Pursuit of Absolute Engagement. My Key Takeaway: To create an engaging client experience that becomes a magnet for new ideal clients: Be intentional about designing a discovery and planning process that engages your clients emotions and makes them feel more connected to you. Focus less on a prospect's assets and more on how they view themselves, then deliver an experience that is tailor made for who they are. Draw a distinction between service and hospitality ... and excel at both. Also Learn: 1. Why creating a client journey map should be an essential early step in thinking about your systems and services. 2. How to put your firm and its ideal clients to an "Authenticity Test" that will make you think about what you're really trying to accomplish as an advisor and as a business owner. 3. What it means for advisors and their clients to "co-create" a financial planning experience together.The podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

In this week’s episode, we shift our focus slightly to highlight the need for to evolve your client experience. Specifically, we look at how to understand how clients are thinking now, in order to  to adapt to their changing needs and attitudes. Takeaway Quote: […] The post Julie Littlechild and Steve Wershing on Evolving the Client Experience Through Client Feedback appeared first on Becoming Referable.

In this week’s episode, we shift our focus slightly to focus on referrals from Centers of Influence. Specifically, we look at the ways you can improve the number of referrals you receive by understanding why professionals don’t refer more now and how you can […] The post Julie Littlechild and Steve Wershing on Referrals from Centers of Influence appeared first on Becoming Referable.

Today’s episode of In The Suite welcomes Marie Swift. Marie has been growing her expertise in communications and marketing for over 20 years. Marie Swift is President and CEO of Impact Communications. She has spoken at major industry conferences such as IAA, FPA and NAPFA events. She even established her own conference called the Advisor Thought Leader Summit, now in its third year. Marie is known for bringing some of the industry's best and brightest voices together for dialogue and debate. She seeks to welcome others into the suite with open arms, allowing them to learn, discover, and grow. In this podcast episode, Marie shares how she got started in the finance industry, why credibility marketing is a necessity, and what it has been like seeing the industry change and shift toward the next generation. Join the conversation to hear about:Marie talks about life in March before COVID hit (03:50)Updates on the future of T3 Advisor & T3 Enterprise Conferences (08:20)All about the Advisor Thought Leader Summit (11:50)Almost like magic - Marie’s origin story (19:10)How to make a difference and find your voice (26:05)Diversity and inclusion in the finance profession (29:30)What is credibility marketing? (36:00)Showing up online with something to say (40:50)The different types of content to show your true colors (43:30)Why you need to be kind to yourself (49:15)What it’s like for Marie to work with her son, Jonny Swift (56:10)Why Marie loves the Wonder Woman yoga pose (61:40)Referenced MaterialsImpact Communications, Inc. - WebsiteMarie Swift - TwitterMarie Swift - LinkedInAdvisor Thought Leader SummitJoel Bruckenstein’s T3 Advisor & Enterprise Conference Joel Bruckenstein Twitter Julie Littlechild and Steve Wershing Becoming Referable PodcastMindset Mastery Podcast by NAPFA Snappy Kraken Website Snappy Kraken Digital Marketing for Financial Advisers - 2020 Half-Time Report Twenty Over Ten Lead Pilot Becoming Referable Podcast with Steve Wershing and Julie Littlechild

In this week’s episode, we discuss strategies for efficiently creating and utilizing content. Specifically, we look at how to get more return on your investment of time by repurposing content so you can enjoy the benefits of the additional clients and referrals it can […] The post Julie Littlechild and Steve Wershing on Creating Content By Breaking Things Apart appeared first on Becoming Referable.

Our guest for this episode of In the Suite, Julie Littlechild, dives into the power of listening to your clients. It’s not about hearing what they have to say, it’s about genuinely understanding feedback. It’s an absolute honor to speak with Julie as she is one of the most highly respected women in the financial services industry. Julie is the founder and CEO of Absolute Engagement. Absolute Engagement focuses on helping advisors, advisory firms, and enterprises use the voice of the client in their business. A business can differentiate the client experience by integrating the voice of the client to find growth opportunities. And that’s what Absolute Engagement does, they hone in on the voice of the client. They really know how to listen, absorb feedback, and then apply to the business to see real-world client change.During my time with Julie In The Suite, we talk about how businesses can stay afloat by learning to evolve over time. She talks diving into tracking data and feedback over the course of multiple years to understand shifts in health, wellness, loyalty, and engagement. You won’t want to miss this episode!Join the conversation to hear more about:Tracing Julie’s story back and how she got her foot in the door (6.35)How she became an entrepreneur (9:51)How Julie’s business evolved over time (16:22)Improving communication with clients in a virtual-focused world post-COVID (23:30)Gauging the client confidence level and the Self Confidence Index (26:30)Shifts in health, wellness, loyalty, and engagement (33:32)How to get genuine feedback from your clients (37:25)Ways to become more referable (41:00)Opening up vulnerability Leadership is hard (46:25)Opportunities open to women over 40 (48:28)Knowing your why and having that discussion with yourself (52:25)Julie’s mantra to let go of the pressure (56:25)Referenced Materials:Absolute EngagementJulie Littlechild LinkedIn

In this episode of Maximum Advisor, Chip is joined by Julie Littlechild, CEO & founder of Absolute Engagement (https://www.absoluteengagement.com/). With over 25 years of experience in client engagement research, Julie is an expert at identifying current trends. She breaks down what it means for financial advisors and investors to effectively interact and communicate with clients, particularly during times where there may be heightened stress and uncertainty. Chip and Julie begin the segment by discussing her background and how Absolute Engagement has changed over the years. Julie explains, "The business has morphed and changed to some extent over the years, really based on the needs that we saw, but our focus is very much on helping advisors integrate the voices of the client in their business so that they can communicate in a way that is personalized and meaningful and helps to drive deeper engagement and ultimately growth."

In this week’s episode, we discuss strategies to stay connected with your clients, a process that is more important than ever.  Specifically, we look at the role of client feedback and how and why it’s changing. Client needs are changing and so to must […] The post Julie Littlechild and Steve Wershing on How Client Feedback Has Changed appeared first on Becoming Referable.

If you want to improve, you need to know what you’re bad at and how to do it better. But in business, your strengths and weaknesses aren’t always clear—you don’t know why a client left, a prospect ghosted you or a referral source dried up.  In reality, you can fix this easily with feedback from the people you serve. They’ll tell you exactly what you could do better—and sometimes even how you could do it better.  In this episode, Julie Littlechild stops by to help you gather more feedback and turn it into actions that grow your business.  Ready to leave behind confusion and know exactly how you can take your business to the next level?  Listen now! Show highlights include:  The biggest trend for financial advisors that helps you multiply the value you provide… without multiplying your work! (4:16) How to find out exactly which feedback questions to ask for maximum clarity and results (don’t ask any question before you figure this out). (8:26) How timing can give you a tiny trickle of referrals—or a massive flood! (18:19) When to avoid and ignore feedback. (21:15) If you’re looking for a way to set more appointments with qualified prospects, sign up for James’ brand new webinar about how financial advisors can get more clients with email marketing.  Go to TheAdvisorCoach.com/webinar to register today.  Ready to learn even more about becoming the successful financial advisor you know you can be? Check out these resources: https://www.theadvisorcoach.com/seo-for-financial-advisors.html https://www.theadvisorcoach.com/financial-advisor-coaching.html https://www.theadvisorcoach.com/entry-level-financial-advisors.html

In this special episode, Julie and Steve discuss the benefits of coordinating your marketing into campaigns. Organizing communications and activities around a theme reinforces the message and creates multiple impressions that can systematically raise interest among your clients or prospects. And the process reinforces […] The post Julie Littlechild and Steve Wershing on Focusing on Marketing Campaigns, not Tactics appeared first on Becoming Referable.

In this special episode, Julie Littlechild and Steve Wershing talk about adopting a voice of the client strategy in your business and discuss different methods that can be utilized when putting together and implementing this strategy. Takeaway Quote: “We can learn as much about how […] The post Julie Littlechild & Steve Wershing on a Voice of the Client Strategy appeared first on Becoming Referable.

Clients who feel an emotional connection to your firm can be your greatest assets — especially in an age where accounting work is becoming increasingly commoditized. Julie Littlechild, founder and CEO of Absolute Engagement, discusses what her organization’s research reveals about how clients become truly engaged with an accounting practice.

Live from the SEI Top Producer Conference, Matt Halloran shares the mic with returning guest and president of the Client Driven Practice, Stephen Wershing.  Stephen is an expert in the development and execution of client advisory boards. The Client Driven Practice offers coaching and consulting to advisors who want to organize and facilitate client advisory boards and translate feedback into actionable referral marketing strategies.  Today, Matt and Stephen explore the Client Driven Practice's latest offering: Advisory Board in a Box.  Stephen and his business partner, Julie Littlechild, designed this product for advisors who are looking to take a DIY approach to creating their own client advisory board. This ultimate manual walks advisors through the beginning stages of how to find board members, all the way to the end phase in which they’re guided on how to implement the board’s feedback.  Discover the value that a client advisory board can bring to your business along with tips and tricks to creating your own in this fun live-recorded episode!  Links: Stephen Wershing | Client Driven Practice | Becoming Referable Podcast 

Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback.  The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their clients to provide high-quality services.  Client Insights is designed for advisors who need support in understanding their client base. If you’re looking to gain insight into how you can improve your service to meet your clients’ needs, this is the episode for you!  Tune in today and follow Julie Littlechild on LinkedIn for more client assistance!  Links: Julie Littlechild | Becoming Referable Podcast 

In this special episode, Julie Littlechild and Steve Wershing talk about client feedback in its many forms. We discuss why it’s an important tool for advisors looking to stand apart from the rest, and provide actionable items and resources to conduct the right client […] The post Julie Littlechild & Steve Wershing on Client Feedback and a Co-Created Experience appeared first on Becoming Referable.

Julie Littlechild is a client engagement expert and industry thought leader. This is her second appearance on The Resilient Advisor Podcast. In this episode, Jay Coulter interviews Julie to get help listeners learn her strategies on building an exceptional client experience.    From the podcast - Asses your Client Experience: www.absoluteengagement.com/blog/client-engagement/assess-your-experience/     Connect With Julie Twitter: @jlittlechild LinkedIn: https://www.linkedin.com/in/julielittlechild Blog: www.absoluteengagement.com/blog Email: jlittlechild@absoluteengagement.com Website: www.absoluteengagement.com     About Julie   Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future.   Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years.  Prior to founding Absolute Engagement, she launched and ran one of the industry's leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released in January, 2017.   Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.  

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: Why delivering a good client experience is no longer enough How to engage with clients from a place of guidance and leadership The personal benefits of rebuilding your business around your passion 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: Web: absoluteengagement.com Email: jlittlechild@absoluteengagement.com Book: The Pursuit of Absolute Engagement   Disclosure: 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

If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you're office seemed cold, or they felt like you were working towards different goals than they were? In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement. As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships. LINKS: Julie Littlechild LinkedIn | Client Engagement

Julie Littlechild is a client engagement expert and industry thought leader. On this episode of The Resilient Advisor Podcast, Jay Coulter interviews Julie to get her thoughts on how financial advisors can increase their client engagement in this environment.  How financial advisors should change their approach to engage with clients. Research shows that clients are satisfied. Why should advisors change? What fundamental change needs to happen today? What trends are driving engagement now?       Connect With Julie   Twitter: @jlittlechild LinkedIn: https://www.linkedin.com/in/julielittlechild Blog: www.absoluteengagement.com/blog Email: jlittlechild@absoluteengagement.com Website: www.absoluteengagement.com   About Julie   Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future.   Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years.  Prior to founding Absolute Engagement, she launched and ran one of the industry's leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released in January, 2017.   Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.

Jess Dewell talks to Julie Littlechild about two key actions / three key words to achieving success: responsibility and taking action. From what responsibility is … to how exactly we step into using responsibility to get more of what we want … all revolves around our level of engagement. That we are excited about what we have planned and truly want to do the work to get there. We can make working ON our business more enjoyable by having a by vision, making a commitment and taking action. We can achieve Absolute Engagement™!

Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. Her firm takes an evidence-based approach to helping advisors align an engaging client experience with a compelling personal vision for their businesses.  Absolute Engagement works with institutions and advisors, offering programs such as […] The post Julie Littlechild on Creating an Extraordinary Client Journey appeared first on Becoming Referable.

Julie is a speaker, author, researcher and Founder of AbsoluteEngagement.com. As a recognized expert on driving deeper engagement and growth, Julie helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Get the 5 proven steps to rapidly grow your business, make a bigger impact, and achieve your First Million. Attend the next LIVE First Million Webinar  with international business coach JV Crum III.  Like this Podcast? Then get every episode delivered to YOU!  Subscribe in iTunes Please help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.   Conscious Millionaire Podcast: With over 500 episodes and 10 Million Listeners in 176 countries, this is the podcast for business owners and coaches who want to grow their businesses, make a bigger impact, and ultimately achieve their First Million! JV interviews the top entrepreneurs, experts, authors, and coaches on how to get the right mindset, develop your business systems, and execute to achieve bigger results, faster!    

Julie is a speaker, author, researcher and Founder of AbsoluteEngagement.com. As a recognized expert on driving deeper engagement and growth, Julie helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Get the 5 proven steps to rapidly grow your business, make a bigger impact, and achieve your First Million. Attend the next LIVE First Million Webinar  with international business coach JV Crum III.  Like this Podcast? Then get every episode delivered to YOU!  Subscribe in iTunes Please help spread the word. Subscribing and leaving a review helps other business owners and entrepreneurs find our podcast…and make their big difference. They will thank you for it.   Conscious Millionaire Podcast: With over 500 episodes and 10 Million Listeners in 176 countries, this is the podcast for business owners and coaches who want to grow their businesses, make a bigger impact, and ultimately achieve their First Million! JV interviews the top entrepreneurs, experts, authors, and coaches on how to get the right mindset, develop your business systems, and execute to achieve bigger results, faster!    

This week on ShiftShapers, Julie Littlechild joins us to talk about the concept of absolute engagement, and how it can create more fulfilling growth in business and promote harmony between your work and personal life. Her work answers the question: can you intentionally design a successful business that also supports the life you really want to live?  Julie has examined the troubling disconnect between growth, success, and personal fulfillment that often affects benefit advisors, financial planners, and other professionals. She outlines the three daily principles of absolute engagement that help align your personal vision with your business operations. You can find show notes and more information by clicking here: http://bit.ly/2qeW3K7 

Julie Littlechild, Founder, Absolute Engagement The idea that couples don’t need to be equally involved in managing money sounds contrary to popular financial planning mindsets. Kathleen and Julie discuss what happens when both individuals in a couple are not equally involved in finances, how to handle expectations, and improve effective communications around money. Listeners walk away with tips on how to reframe the money conversation, decide who is better equipped to take the lead on execution vs. vision for finances, and how advisors can help draw both individuals into the discussion. Special Announcement for Breaking Money Silence Podcast Listeners: Julie's first book, 'The Pursuit of Absolute Engagement' was released in January 2017. More information is available at www.absoluteengagement.com/book where listeners can download the first chapter free. Julie Littlechild is a speaker, writer, and researcher. Her firm, Absolute Engagement, conducts on-going research into the drivers of personal, client and team engagement. Julie has worked with and studied top performing financial advisors, their clients and their teams for twenty years. She is a recognized expert on driving deeper engagement and growth, the author of a popular blog. Her book, The Pursuit of Absolute Engagement, was released in January 2107. For more information, contact Julie at jlittlechild@absoluteengagement.com.    

Human beings aren’t equipped with unlimited battery backs. The growth of our businesses goes hand-in-hand with our personal wellbeing. How does personal vision fit into business vision? How do you build a business that supports the life you want for yourself? Why is audacity necessary in achievement and action? On this episode, author, speaker and coach talks about her book The Pursuit of Absolute Engagement and gives insight on the principles she wrote about. To pursue absolute engagement is to be intentional about structuring your business in a way that supports meaningful growth. Julie Littlechild Guest Bio: Julie Littlechild is a speaker, writer and the Founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and studied top producing professionals, their clients and their teams for twenty years. She is a recognized expert on driving deeper engagement and growth and the author of a popular blog. To get in touch email jlittlechild@absoluteengagement.com. To learn more about her book or buy it www.AbsoluteEngagement.com/book.

Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and to create lives that fuel their capacity to do just that. Julie has worked with and […] The post Episode 7 – Julie Littlechild on the Power of Absolute Engagement appeared first on Becoming Referable.

In this episode Josh speaks with Julie Littlechild, the founder of Absolute Engagment. They discuss what is meant by the term absolute engagement and how putting it into practice can be beneficial to your business.

Julie Littlechild is a speaker, writer, and researcher focused on understanding and improving financial advisors’ engagement with their teams and their clients. She is now the founder of Absolute Engagement, a firm that provides ongoing research into personal, client, and team engagement to support a dynamic business. One of her primary subjects of research, which is especially relevant helping financial advisors get more and better quality referrals from clients that will help grow your practice. Julie talks about how she got drawn into the world of financial advisors in the first place and how she knew coaching wasn’t the right fit for her. We then discuss why satisfied clients often don’t translate into quality referrals, and the steps you can take to increase the number of referrals you do get. Julie also shares the experience of selling her coaching business Get the full show notes and transcript for this episode at: https://www.kitces.com/3 

In episode #149, Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.