Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement

Julie Littlechild, with 25 years of experience, talks about capturing clients' voices to improve satisfaction and engagement in financial advisory firms. They discuss real-time feedback, evolving client experiences, measuring engagement benefits, converting passive clients into promoters, and creating referable client experiences through impactful conversations and storytelling. They emphasize the importance of understanding client concerns, aligning personal vision with team experience, and growing through client referrals.