Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement episode artwork

EPISODE · Feb 17, 2023 · 43 MIN

Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

from Managing Your Practice

Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals. 

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Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

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This episode is 43 minutes long.

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This episode was published on February 17, 2023.

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Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and...

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