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We work with enterprises and individual advisors to create an extraordinary client experience that will drive growth.


Client Experience - Client Engagement - Client Referrals

For Enterprises

We partner with enterprises to drive deeper end-client engagement and organic growth through our client experience platform and through engaging presentations and workshops. Your Engagement Edge is a customizable platform that provides advisors with a step-by-step plan and the instruction, resources and tools to design a differentiated client experience.

For Advisors

We work directly with you to design a compelling client experience supported by one-on-one guidance through the Engagement Edge Coaching Program and/or team facilitation. A dedicated coach helps to design a personalized learning path for you, and provides accountability towards meaningful action.


Engagement Insights

In addition to on-going investor and advisor research, we gather client feedback through surveys, interviews and advisory board facilitation to support the design of a meaningful client experience, to measure success and to help organizations and advisors take action.


The way in which we need to engage is changing, and it's possible that we're not keeping pace. We’ll help you understand the trends that are disrupting client engagement and design a client experience that that sets you miles apart.

Julie Littlechild

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