We help you use client input to uncover service, revenue and referral opportunities.
Integrating the Voice of the Client in Your Business

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When Nothing Feels the Same...It isn’t

As you continue to support your clients through this global economic and health crisis, you may have found that your investment and planning advice has not changed. We believe, however, that the way you support and communicate with clients needs to change.

Going forward – and more than ever - we believe that you’ll need a process to understand how clients are feeling, what they really need and how the client experience will change in future.

As a result of recent events we have re-defined the process of gathering and using input from clients to drive deeper engagement and growth. You can learn more here.



Every day advisors are missing out on service, revenue and referral opportunities.

Absolute Engagement helps you gather and use client input to elevate your client experience and uncover unmet needs and opportunities among existing clients.

The result? Deeper client engagement and growth.

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We support individuals, teams and enterprises by helping you to:


Gather and Leverage
Client Input and Feedback

We help you gather and use input from your clients so that you don’t miss any opportunities to support or grow your client relationships. The insights from your clients will not only allow you to understand if you are meeting expectations, but will identify clients at risk and uncover unmet needs and referral opportunities.

Learn more about Client Insights, our program that provides individual advisors, teams or enterprises with the tools and a process to gather input and feedback, along with the hands-on guidance and support to take action.

Design a Differentiated
Client Experience

Design and deliver a client experience that reflects what is most important to clients and drives deeper engagement, profitability and growth.

Learn more about Your Engagement Edge, a customizable learning platform, incorporating digital and live instruction, tools and resources for enterprises who want to actively support their advisors in transforming the client experience.

Helping You Succeed


1. GUIDANCE

Meaningful GUIDANCE radically improves your chances to affect change.

  • Our programs incorporate live coaching and training to drive action.

2. EVIDENCE

The actions you take should be based on EVIDENCE rather than assumption.

  • Our programs are built on extensive and on-going research among both investors and advisors.

3. INNOVATION

Progress is as much – or more – about INNOVATION as about improvement.

  • Our programs and training are built with a view to the future and what it will take to stay ahead of the pack.

Book a time to connect, discuss your goals and learn how we can support you in reaching those goals.

The Pursuit of Absolute Engagement

The Pursuit of Absolute Engagement is the result of months of writing, years of research, and a lifetime of trying to get it right. It’s your blueprint for achieving Absolute Engagement.

Our research links Absolute Engagement both to growth and well-being. The book gives you the tools to: take stock, intentionally design a business that supports the life you really want to live, and align your client and team experience with that personal vision.


Order now or read the first chapter