SPEAKING

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.

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.

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.

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.

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.

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.

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.

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!

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.

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