JULIE LITTLECHILD'S BLOG


Tag Archives | client feedback

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 Itch I Needed to Scratch

Sometimes we have an itch we just need to scratch. Professionally, it can happen when we look back at work we’ve done and, despite feeling proud of the outcome, realize that we’re not quite finished. That’s how it was between me and helping advisors to gather – and use – client feedback. I had created […]

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