Internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild shares her research and insights into client engagement. We talk data collection, NPS, client segmentation and the role technology plays in creating a client experience.

Between Meetings with Matt Heine

Ep 52: Creating a client experience in your advice business - Julie Littlechild

In this podcast series Matt Heine, Joint Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers and the wealth industry as a whole. Together they explore latest technologies, business models, changing demographic patterns and general trends in the industry. This series is designed for wealth professionals who are interested in seeing their business and the industry in a different light.

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Between Meetings with Matt Heine