JULIE LITTLECHILD'S BLOG


Author Archive | Julie Littlechild

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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What Your Clients Really Need Right Now

Over many years, thousands of investor surveys and millions of data points, one thing has become crystal clear. Leadership matters. In fact, one of the most significant differences between those clients who are ‘profoundly engaged’ and those who are ‘merely satisfied’ is that they see you as a leader. And they define leadership not only […]

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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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