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 of Absolute Engagement, on taking client engagement feedback to the next level. Littlechild recently launched the Engagement Engine, a digital platform that brings client feedback into real-time, ongoing metrics for the advisor. The idea is that through a series of questions and prompts, tucked unobtrusively alongside the standard client touch points and communications, advisors can instantly gauge a client’s confidence and fears, preferences and aversions, and plot some of that data over time to track and measure impact. It’s a game-changer in client engagement.

Julie discusses:

• Why client feedback is essential to creating preferred services.
• How technology has changed the way feedback is collected and used.
• The balance between personalized planning and managing an entire business worth of clients.
• The development of the Engagement Engine, and the possibilities for using real-time client feedback across the advisor’s techstack, including the CRM.
• Thoughts on evolving from a consultant to a “tech entrepreneur”, putting together a killer board of advisors and what comes next for her company.

Connect With Julie Littlechild:

• LinkedIn: Julie Littlechild
• Absolute Engagement

Connect With David Armstrong:

• david.armstrong@informa.com
• WealthManagement.com
• LinkedIn: Informa
• LinkedIn: David Armstrong

About Our Guest:

Julie is a recognized expert on the drivers and evolution of client experience, client engagement. and referral growth. She is responsible for: designing the firm’s strategic vision and product roadmap, conducting on-going investor and advisor research, driving firm growth and representing the company on conference stages around the world.

Products are issued by Allianz Life Insurance Company of North America (Allianz). Variable products are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com. This notice does not apply in the state of New York.

Allianz is not affiliated with WealthManagement or the featured guest.