Age, Fear and Uncertainty: How the Client Mindset is Changing the Client Experience
Julie Littlechild is the Founder and CEO of Absolute Engagement, a firm that helps advisors connect at a deeper level and at scale with prospects and clients. She is a recognized expert on the drivers of client engagement and a popular speaker on how client experience is being disrupted. Julie has worked with and studied successful financial advisors and their clients for more than twenty-five years. She is the author of a popular blog and The Pursuit of Absolute Engagement. Julie served on the national board of the Financial Planning Association, currently sits on an Investment and Wealth Institute advisory board, was twice identified as one of the 25 Most Influential People by Financial Planning and was awarded the Iconoclast award from Bob Veres.