Tag: client engagement

#016 — Client insight and engagement expert Julie Littlechild says after what has happened over the past couple of years, advisory clients’ biggest issues don’t have to do with the service advisors are delivering, but has more to do with how they are feeling about what’s important to them and how they think about the future. She says these changes in clients’ focus and mindset scream of opportunity for advisors to cultivate client loyalty, but only if advisors are bold enough to lay aside old assumptions and ask clients what they now need, want and expect.