Julie Littlechild | CFA Institute

Personal Details

Bio

Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors tailor their client experience to support a compelling personal vision for the future.

Julie has worked with and studied successful financial advisors, their clients and their teams for more than twenty years. Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and her first book, The Pursuit of Absolute Engagement, was released last year.

Julie sat on the national board of the US Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.

You can reach Julie at jlittlechild@absoluteengagement.com or visit www.absoluteengagement.com

Current position (1)

President

AbsoluteEngagement.com

Degrees (1)

MBA

University of Toronto

1992 to 1994

Presentations

Presentations (3)

How Client Engagement is Being Disrupted

An extraordinary client experience is co-created with your clients, tailored to their unique needs, and deeply engaging. None of this happens by accident, and when you get it right, you attract exactly the right clients.

In this thought-provoking session, Julie examines the drivers of client engagement, how they have evolved, and what you’ll need to do to stay ahead of the curve. She’ll take you inside the head of your clients to understand how they define an extraordinary experience and provide the tools to bring that to life. With an eye on the trends that are defining the future of client engagement, Julie will share specific tactics that will help you drive deep and enduring engagement.

The Pursuit of Absolute Engagement

According to Julie Littlechild, the most successful professionals fall victim to the 1-degree effect, an unintentional drift from the things that energize and inspire them. They are successful but not always fulfilled -good but not great.

But it doesn’t have to be that way. Her research shows that those who are ‘Absolutely Engaged’ not only generate more revenue, but report better health, lower stress and spend more time doing the work that they alone should do.

In this inspiring presentation, Julie shares powerful stories, compelling data and a step-by-step plan to achieve Absolute Engagement.

The Psychology of Referrals

The research is clear – most businesses are missing out on a significant opportunity as the result of a clear and persistent referral gap.

According to research conducted by Julie Littlechild, as many as a third of clients say they provided a referral in the last 12 months, but fewer than 10% of those translated into real business opportunities.

In this engaging and interactive presentation, Julie examines what motivates clients to refer, the biggest myths surrounding referral activities, and the actions you can take to unlock the latent referral potential in your business.

Past talks (3)

How Client Engagement is Being Disrupted

Schwab IMPACT

Chicago, IL

January 10, 2017

The Pursuit of Absolute Engagement

Network FP National Conference

Mumbai, India

January 10, 2017

The Future of Client Engagement

Assante Wealth Management

Palm Springs, FL