Podcast: Play in new window | Download (Duration: 23:45 — 32.6MB) | Embed
Subscribe: Google Podcasts | Spotify | iHeartRadio | Stitcher | Email | TuneIn | RSS | More
Matt welcomes returning guest Julie Littlechild to the show, live from the SEI Top Producer Conference. As the Founder of Absolute Engagement, Julie is on today’s episode to cover her returning product: Client Feedback.
The Client Insights program ran for many years, but Julie stepped away to focus on research and other activities. Now, armed with new knowledge and technology, Julie is ready to fill the gap in the market place and provide advisors with the information they need from their clients to provide high-quality services.
Client Insights is designed for advisors who need support in understanding their client base. If you’re looking to gain insight into how you can improve your service to meet your clients’ needs, this is the episode for you!
Tune in today and follow Julie Littlechild on LinkedIn for more client assistance!