Julie Littlechild

CEO of Absolute Engagement

Julie Littlechild on Client Feedback and the Engagement Engine

In this episode, David Armstrong speaks with Julie Littlechild, founder and CEO of Absolute Engagement, on taking client engagement feedback to the next level. Littlechild recently launched the Engagement Engine, a digital platform that brings client feedback into real-time, ongoing metrics for the advisor.

Tim Maurer on Why Personal Finance is More Personal Than Finance

In this episode of the Advisor Innovations podcast, Maurer talks with David Armstrong about what, exactly, a chief advisory officer does, and how he sees the lessons of life planning and qualitative financial advice being tactically implemented in advisor-client relationships.

Tim Maurer

CAO of SignatureFD

AVAILABLE ON

Sponsored by