Julie Littlechild on Client Feedback and the Engagement Engine Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief

Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor some guidance over how to better engage with clients and prospects.   In this episode, David Armstrong speaks with Julie Littlechild, founder and CEO … Read More Read More