JULIE LITTLECHILD'S BLOG


Webinar: Your Client Leadership Plan

During a crisis, the investment and planning advice you share with clients may not change.  We believe, however, that the way in which you need to communicate with clients must change, if your goal is to demonstrate true leadership. The good news is there are ways to do that easily, efficiently and (thankfully) inexpensively. In […]

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Client Leadership Program

During a crisis, the investment and planning advice you share with clients may not change; we believe, however, that the way in which you need to support and communicate with clients must. The question is how. Like you, we’ve being thinking long and hard about what we can do differently to support you. More specifically, […]

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The Anatomy of the Referral

While everything seems to be changing around us, that may not be the case when it comes to understanding referrals.  And that’s a good thing. A few too many years ago than I care to admit, I wrote a report called The Anatomy of the Referral, drawing on the results of our first large-scale investor […]

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