Welcome to episode 110 of the Transformational Selling podcast! In this episode I have Founder & CEO Julie Littlechild joining me.
Julie is a recognized expert on the drivers of client and customer engagement and how it is being disrupted. She has worked with and studied successful financial advisors and their clients for more than 25 years. Prior to founding her impressive business, Absolute Engagement, Julie launched and ran one of the industry’s leading research firms, which focused on client engagement.
She is the author of a popular blog and a book, The Pursuit of Absolute Engagement. On top of this, she has served on the national board of the Financial Planning Association, and she currently sits on the Investment and Wealth Institute advisory board. She has been twice identified as one of the 25 Most Influential People and won the Iconoclast Award from Bob Veres.
In this episode, Julie and I talk about the true meaning of engagement, the value it holds, and how you can form deeper connections with clients and prospects.
Specifically, here’s what you will learn:
- How engagement and customer satisfaction are intertwined
- How to prioritize the human elements and nurture relationships
- How technology can enhance engagement
- The importance of understanding the confidence and concerns of clients and prospects and how to form meaningful conversations around those points
Connect with Julie
Social Media: linkedin.com/in/julielittlechild
My new book Transformational Selling: A Playbook for Financial Professionals is now available on Amazon! Click here to buy.
If you have a specific question or topic, you’d like me to talk about on the podcast I want to hear from you. Email me at email@example.com to share it with me.
And if you enjoyed this episode, please rate and review us on iTunes and pass it along to a friend or colleague that would also benefit from learning about Transformational Selling.