The Human Side of Money 110: Leveraging Client Feedback To Create Meaningful Conversations And Engaged Clients with Julie Littlechild
Research consistently shows that >90% of clients are satisfied.
At first glance, it sounds like a good thing.
But, if over 90% of clients are satisfied, then client satisfaction ceases to be a differentiator. It’s now tablestakes.
Which then prompts the question: “Should we be aiming for something more than satisfaction?”
Julie Littlechild suggests we move the bar from “satisfied” to “engaged.”
Satisfied clients are happy but passive.
Engaged clients are happy and tell the world about what you do.
In this episode, Julie explains everything you need to know to turn satisfied clients into engaged clients.
You’ll Learn:
- The 4 drivers that create engaged clients
- The curse of the agenda and how to use it effectively
- The #1 thing clients say they want but aren’t getting from advisors
- The top mistakes advisors make when gathering feedback and input
- What clients say about discussing non-financial goals with an advisor
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.
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