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

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Business:Management

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

2023-02-17

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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 satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals.