Julie Littlechild will help you become a magnet for (exactly) the right clients.

With a unique blend of inspiration, humor and evidence, Julie takes the audience on a journey that opens their eyes to how client engagement will change going forward, how we can stay one step ahead and how that translates into more referrals.

See Julie’s presentation highlights.

Presentation Overviews

One size does not fit all. Every presentation is customized for your audience. Below you’ll find overviews of the key themes.

Title Description More Information

How Client Engagement is Being Disrupted

The future of client engagement and how it will impact your business

We all want to provide a client experience that not only engages but makes us a magnet for exactly the right clients. The problem is this. The way in which we need to engage clients is being disrupted and we aren’t keeping pace. We are using old approaches to tackle new challenges.

In this thought-provoking session, Julie examines the drivers of client engagement, how they have evolved and what you’ll need to do to stay ahead of the curve. She’ll take you inside the head of your clients to understand how they define an extraordinary experience and provide the tools to bring that to life. With an eye on the trends that are defining the future of client engagement, Julie will share specific tactics that will help you drive deep and enduring engagement.

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The Pursuit of Absolute Engagement

Design a business that supports the life you really want to live

According to Julie Littlechild, the most successful professionals fall victim to the 1-degree effect, an unintentional drift from the things that energize and inspire them. They are successful but not always fulfilled -good but not great.

But it doesn’t have to be that way. Her research shows that those who are ‘Absolutely Engaged’ not only generate more revenue, but report better health, lower stress and spend more time doing the work that they alone should do.

In this inspiring presentation, Julie shares powerful stories, compelling data and a step-by-step plan to achieve Absolute Engagement.

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The Psychology of Referrals

Why clients refer and when they don’t

The research is clear – most businesses are missing out on a significant opportunity as the result of a clear and persistent referral gap.

According to research conducted by Julie Littlechild, as many as a third of clients say they provided a referral in the last 12 months, but fewer than 10% of those translated into real business opportunities.

In this engaging and interactive presentation, Julie examines what motivates clients to refer, the biggest myths surrounding referral activities, and the actions you can take to unlock the latent referral potential in your business.

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Julie Littlechild delivered an extraordinary presentation at our Insider’s Forum conference, and basically laid out a big component of the profession’s next evolutionary stage. I think any advisor audience would greatly benefit from her insights and new research.

Bob Veres, Editor/Publisher Inside Information and Founder, Insider’s Forum

As the business of financial advice goes through a material transformation, so too does our need to understand what compels clients to come to us, and to stay. Julie provides great insight into the behaviors of consumers today and how you can better leverage this knowledge to grow your business more dynamically. I’ve known Julie for many years and have always found her to be an entertaining and engaging speaker. With her new research, she adds a depth of knowledge that will make her a high impact presenter at your next event.

Mark C. Tibergien, Chief Executive Officer & Managing Director, Pershing Advisor Solutions

Julie recently joined us for our annual Partner Summit, an Advisor-driven collaborative event, focused on practice development and peer leadership. Our best Advisors attend to learn from each other and glean ideas from top industry speakers. Julie’s presentation set the stage for the event, opening everyone’s minds to the true meaning of engagement, from finding it ourselves to ensuring our teams and clients are also engaged. People are at the core of any successful firm and we believe that great things happen with the right people are in place. Julie took it one step further to give us some very practical advice for increasing engagement and how it will contribute to our success. Julie is a great speaker, provides clear examples vs. conceptual ideas and connected well with everyone in the room. In short, the entire group was engaged! We feel fortunate to have Julie’s guidance and expertise on such an important subject and look forward to working with her further.

Mike Ankers, Director, National Sales, Richardson GMP

Julie has spoken at numerous Securities America events. Her research is excellent and she presents it so the audience knows how to act on it. I can always depend on Julie for first rate content that makes a difference to our advisors.

Kirk Hulett, Executive Vice President of Strategy and Practice Management, Securities America

When I was at Envestnet, I asked Julie to speak at our Advisor Summit. Julie has a unique ability to combine new research with practical insights--and to explain her ideas in a way that connects with the audience and gets them to take action. She was a great addition to our agenda and received great reviews.

Marion Asnes, President, Idea Refinery LLC

We engaged Julie to deliver both a keynote presentation and workshop session in a nine-city program for our advisors. She brought great insights and actionable content for our audiences. Feedback was very positive.

Karrie LeBlanc, Director, Advisor Recognition and Programs, Advisory Services, Manulife Financial

I have watched and participated in numerous events with Julie over the years. She always comes with a well-thought-out program, thoroughly-researched materials, as well as action plans for advisors to implement. Julie is a great facilitator and speaker who engages with the audience in all types of formats.

John D. Anderson, Advisor Network - Practice Management Services

Julie’s program helps small and large business leaders change the way we think about client engagement. As an association executive whose business is engaging members, I walked away with tangible, actionable ideas for supercharging the client experience with IMCA’s educational offerings. Thank you, Julie!

Sean R. Walters, Chief Executive Officer, IMCA® International

We asked Julie to present at a pre-conference workshop prior to our national event. Over 100 advisors paid to come early and participate in Julie’s workshop! Their feedback was strongly positive. Julie provides statistical information in a way that advisors can digest and use in their practices immediately. Her book was a great supporting piece to the workshop and allowed advisors the ability to reflect and reinforce the action items by reading her book after the conference. We look forward to our next presentation and Julie Littlechild experience.

Phill Fournier, SVP Advisor Services, Waddell & Reed, Inc.

Julie Littlechild is a speaker, writer and researcher.

Her firm, AbsoluteEngagement.com, conducts on-going research into the drivers of personal, client and team engagement and translates the findings into powerful presentations and workshops. With a unique blend of inspiration, humor and evidence Julie takes the audience on a journey that opens their eyes to the possibility of a business that delivers both meaning and momentum.

Julie has worked with and studied top producing professionals, their clients and their teams for twenty years. She is a recognized expert on driving deeper engagement and growth and the author of a popular blog .

She sat on the national board of the Financial Planning Association from 2010 – 2013, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.

I know that planning and producing a successful event is a juggling act, so here is what you can expect from me and my team:

  1. A personal phone consultation to help understand exactly what you want to accomplish and the needs of your audience
  2. An announcement about your event through my social media channels, if this is a public event
  3. A dynamic presentation that is specifically customized to meeting your objectives
  4. A custom resource page, exclusively created for your attendees. It will include the slides I used in the presentation, along with links to books, articles, and other resources I believe will be helpful
  5. A quick follow-up communication after the event, to ensure I met your expectations. (I also want to know how you think I can improve)
  6. Prompt, professional replies to your phone calls and email messages

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Thanks you for considering me as a possible speaker for your event. Please submit the form below or contact me directly at 647.846.7042. I look forward to speaking.

~ Julie

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