If you sent a survey out to your clients, what would they have to say about their experience with you? Would they rave about your business model, or comment on how regularly they bring you up to their family and friends? Or would they note that you're office seemed cold, or they felt like you were working towards different goals than they were?
In the financial world, we know that referrals are your bread and butter. Which means that client experience is pivotal because the people in your office today are making sure there are people there tomorrow. Joining Matt today is Julie Littlechild, speaker, writer, and founder of Absolute Engagement.
As an expert on client experience, Julia and Matt discuss what it takes to make your client experience extrodinary. With an 11 step program, Julia has made it simple for advisors, or anyone who has a referral based business, to create happy and lasting client relationships.
LINKS: Julie Littlechild LinkedIn | Client Engagement
Our 100th Episode with Michael Kitces
Episode 99 - Holiday Touch Point Tips with Luke Acree
Episode 98- Pleasing the Algorithm with Jessica Jackson
Episode 97 - Marketing Secrets with Kristen Judd
Episode 96 - Next Level Niche with Marci Bair
Episode 95 - The Sales Side of Business with Wes Schaeffer
Episode 94 - Empowering Females in Finance with Katie Burke and Bridget Grimes
Episode 93 - Diversity and Inclusion in Finance with Robyn Pollack
Episode 92 - Creating Space for Serving Women with Barbara Provost
Episode 91- Values, Finance, and Sustainable Investing with Kimberly Griego-Kiel
Episode 90 - Striking it Niche with Stephen Wershing
Episode 89 - Social Media Research With Julia Ritchie
Episode 88 - Should You Be a Thought Leader?
Episode 87 - Influences vs Strategic Partnerships with Gwynn & Joanne
Episode 86 - The Power of Social Media with Heather Wilson
Episode 85 - WOW Website Formula
Episode 84 - Getting to Know Justin Koehler
Episode 83 - Karim Rashwan - Digital Age Marketing!
Episode 82 - The 7 Dynamic Digital Prospecting Techniques: Part 7
Episode 81 - Don Whalen: Precise Advising!
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