Integrating the Voice of the Client in Your Business

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

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 them must.

At Absolute Engagement, like you, we focused first on keeping our families and team safe and then we asked two questions.

What do our advisor clients need right now?
How can we help?

Drawing on the answers to those questions and our current investor research, The Client Leadership Program is our response. You can learn more here.

We help financial advisors gather client feedback and design a compelling client experience that will drive significant engagement, revenue and referrals.

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

Gather and Leverage
Client Feedback

Gather client feedback to refine your client experience, personalize your communications and uncover (and take action on) specific risk, revenue and referral opportunities.

Learn more about Client Insights, our client feedback program that provides individual advisors, teams or enterprises with the tools to gather input and 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


Meaningful GUIDANCE radically improves your chances to affect change.

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


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.


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