#016 – The last two years have changed almost everything, and if you’re relying on old assumptions you likely have the wrong ideas about what your clients need, want and expect, says client insight and engagement expert Julie Littlechild. What has in the past seemed too “touch-feely” to be very relevant to financial advising is now key to effectively connecting with and leading your clients in ways that truly meet their needs, wants and expectations of their advisor. Julie emphasizes the difference between seeking client input (which focuses on how the advisor is doing their job) and client feedback (which instead focuses on how the client is doing). She says only when advisors ask the right questions to understand their clients’ feelings, concerns, and needs can they properly strategize how to effectively lead clients and deliver the best possible experience for them
Check out Julie’s firm Absolute Engagement and resources there including:
- a sample chapter of Julie’s book, The Pursuit of Absolute Engagement
- their 2021 Investor Report, examining how clients’ needs and expectations have changed and the impact that has on the client experience
- and the Absolute Engagement blog