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In this engaging conversation, Julie will examine how you can gather and use input from your clients to evolve your client experience to reflect the changing needs of clients, support deeper client conversations and personalize and leverage your communications.

What Your Clients Can Teach You About Engagement and Growth

According to Julie Littlechild, advisors are missing out on engagement and referral opportunities simply because they don’t have a clear process to integrate the voice of the client in their businesses. And this is not only an issue for your business, but your clients.  Her firm’s research shows that 84% of engaged clients say that having a formal process in place to gather client feedback demonstrates that their advisor cares about the relationship.

In this engaging conversation, Julie will examine how you can gather and use input from your clients to:

  • evolve your client experience to reflect the changing needs of clients,
  • support deeper client conversations
  • personalize and leverage your communications
 
Time: Jan 19, 2021 10:00 AM Pacific Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/84583036350?pwd=cEZJMEQvMWEvRTM2Y0RVSkVkeHpLZz09
Meeting ID: 845 8303 6350
Passcode: 494963
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Meeting ID: 845 8303 6350
Passcode: 494963
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