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Episode 25: Start Integrating that Voice of the Client – With Julie Littlechild

“We have to remind ourselves that we’re not a proxy for our client’s needs, wants and desires, and that we can’t assume what they are.” – Julie Littlechild

In this episode, Brad Swineheart is joined by Julie Littlechild, founder and CEO of Absolute Engagement, to address how to uncover unmet needs and actively engage with clients and prospects.

Listen + learn about:

  • How to start developing ‘the voice of the client’ and use that as a strategy.
  • Opportunities that have emerged for advisors to get valuable client feedback.
  • Key tactical initiatives that advisors should start implementing today.
  • And more!

Tune in and find out how to implement strategies that are going to drive your communication strategy!

Resources: White Glove | Brad Swineheart | Julie Littlechild | Absolute Engagement

White Glove is proud to present Be Advised – Leading with Value. In this podcast, we focus on successful marketing methods for advisors that generate prospects and clients.

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