12. Elevating the Client Experience and Gathering Feedback with Julie Littlechild, Founder and CEO of Absolute Engagement

In the Suite
In the Suite
Episode • Jul 23, 2020 • 1h 2m

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Our guest for this episode of In the Suite, Julie Littlechild, dives into the power of listening to your clients. It’s not about hearing what they have to say, it’s about genuinely understanding feedback. It’s an absolute honor to speak with Julie as she is one of the most highly respected women in the financial services industry. Julie is the founder and CEO of Absolute Engagement. Absolute Engagement focuses on helping advisors, advisory firms, and enterprises use the voice of the client in their business. 

A business can differentiate the client experience by integrating the voice of the client to find growth opportunities. And that’s what Absolute Engagement does, they hone in on the voice of the client. They really know how to listen, absorb feedback, and then apply to the business to see real-world client change.

During my time with Julie In The Suite, we talk about how businesses can stay afloat by learning to evolve over time. She talks diving into tracking data and feedback over the course of multiple years to understand shifts in health, wellness, loyalty, and engagement. You won’t want to miss this episode!

Join the conversation to hear more about:

  • Tracing Julie’s story back and how she got her foot in the door (6.35)
  • How she became an entrepreneur (9:51)
  • How Julie’s business evolved over time (16:22)
  • Improving communication with clients in a virtual-focused world post-COVID (23:30)
  • Gauging the client confidence level and the Self Confidence Index (26:30)
  • Shifts in health, wellness, loyalty, and engagement (33:32)
  • How to get genuine feedback from your clients (37:25)
  • Ways to become more referable (41:00)
  • Opening up vulnerability Leadership is hard (46:25)
  • Opportunities open to women over 40 (48:28)
  • Knowing your why and having that discussion with yourself (52:25)
  • Julie’s mantra to let go of the pressure (56:25)

Referenced Materials:

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