Client Engagement as a Driver of Growth

From the 2012 Wealth Management conference

Julie Littlechild discusses how to best understand what drives client engagement, as well as designing the best possible action plan to increase engagement and generate referrals.



Speaker

Photo of Julie Littlechild

Julie Littlechild is president and founder of Advisor Impact, a firm that conducts extensive research with financial advisers and their clients to help financial advisers and accountants enhance loyalty and increase client revenue. She is the author of the Business Success Kit, a guidebook to assist financial advisers in efficient practice management. Ms. Littlechild also contributes to a wide range of publications, including magazines such as Financial Planning, Investment Advisor, and Financial Advisor. She sits on the national board of the Financial Planning Association. Ms. Littlechild holds an MBA from the University of Toronto.

This information is accurate as of the date of recording.

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Topics

  • Leadership, Management and Communication Skills
  • Private Wealth Management

Price (USD)

Members: FREE
CFA Program Candidates: FREE
Standard Rate: FREE
University: FREE

Details

Length: 40min
Posted: 3/20/2012
Recorded On: 2/7/2012
CE Credits: .5 CE
Formats:
  • Video Webcast