# Julie Littlechild
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Top podcast episodes featuring julie littlechild.
Schwab’s 2024 RIA Benchmarking Study
In this episode of Building the Billion Dollar Business, Ray Sclafani explores the key insights from the Schwab 2024 RIA Benchmarking Study, highlighting the factors that separate top-performing advisory firms from their peers. He covers the importance of referrals, client feedback mechanisms, stra…
Getting Inside The Heads Of Your Clients with Julie Littlechild
You’d be hard-pressed to find a better individual and an organization that truly understands what client engagement is all about. Julie Littlechild is an absolute expert on the issues of client loyalty.
Listen in as Julie and I have a fun conversation comparing notes while listening to Julie’s tho…
Episode 74: The Importance of Client Segmentation
In Episode 74, Matt steps away from our usual interview format to share a vital message that could reshape how you approach your business. Drawing insights from his recent article in RIABiz, titled, How Fiduciary Duty Is Causing Confused Advisors to Run Bad Businesses, he dives deep into the cruci…
What Investors Need From Their Advisors Today with Julie Littlechild
Inflation, debt ceiling, bank failures. Financial advisors and the industry often want to talk about technicals and the crisis du jour, but is this what most clients want to discuss? What are investors most concerned about right now? Are their needs being met and how can we change this?
Guest Julie…
The 2022 Secret Formula To Client Loyalty and Abundant Referrals with Julie Littlechild (Ep. 34)
Engagement varies depending on the relationship we have with our clients.
So when it comes to client engagement, what can we do to ensure that we are taking it to the next level?
In this episode, Julie Littlechild, the CEO and founder of Absolute Engagement, joins Jack Martin to explain the…
#10 - Clients Don't Want Fast Advisors - They Want Deeper Ones
Clients do not want faster advisors. They want deeper ones, and the industry has spent a decade optimising for the wrong one.
Julie Littlechild runs Absolute Engagement and has spent years measuring the gap between what advisors believe they deliver and what clients say they actually received. The …
41. Building Client Experiences That Actually Drive Engagement with Julie Littlechild
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You've got your CRM humming. Your workflows are tight. Your service calendar is consistent. So why aren't clients more engaged?
Here's what most advisors miss: efficiency doesn't equal engagement. A frictionless experience is table stakes, not a differentiat…
How Behavioral Data Creates Better Client Relationships with Julie Littlechild
Episode 155: This week, Kyle Van Pelt talks with Julie Littlechild, Founder and CEO at Absolute Engagement. Julie is a recognized leader in client engagement, investor behavior, and referral growth. Through years of advisor and investor research, she has helped firms better understand the emotional…
How to Turn Client Conversations into Better Financial Advice with Melissa Caro
Episode 159: This week, Kyle Van Pelt talks with Melissa Caro, Founder at My Retirement Network. For the past decade, Melissa has studied real advisor conversations to understand what communication behaviors build stronger client relationships. Today, she helps advisory firms close the client langu…
Why Referrals Are Only the Beginning with Megan Carpenter
Episode 163: This week, Kyle Van Pelt talks with Megan Carpenter, CEO and Co-Founder at Ficomm Partners. Megan entered the industry through a college internship and started her own marketing consultancy at 29 before co-founding Ficomm with Jason Lahita. She has since refocused the firm exclusively …
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