Julie Littlechild

If your goal is to design and deliver an engaging experience that ensures your prospects and clients feel seen, heard and understood, read on. #advisors

How can we get introduced to the next generation, through our existing clients, to ensure we maintain assets across generations? #advisors

One of the key goals for those charged with designing the experience is to ensure it is being delivered consistently across the firm.

Measuring self-confidence is a better way to manage risk, differentiate the experience and uncover opportunities to engage. #growth #advisors

The full experience should combine that strategy with tactics designed to scale the extraordinary. #CX #advisors #growth

A prospect tells you they want to discuss and what they need to discuss may be two different things. And they may not know the difference. #growth

Your goal, at this stage, is clear and that’s to deliver a meaningful, engaging and differentiated prospect experience. Now what? #advisors #growth

Below is an action plan to capture great testimonials that speak to the impact you have had. I’ll draw on visual examples. #advisors

What should you do to ensure you achieve the underlying goal of testimonials, which is to effectively communicate your value to prospective clients?#growth

Preferences, needs and feelings of each client. To take that one step further, a differentiated experience is driven by personalization. #advisors

The enduring challenge for advisors has always been where to draw the line, when it comes both to advice and the experience you deliver. #advisors

This post is about ensuring you are aware of the potential pitfalls, as well as the hidden opportunities to extend the value of any NPS program. #advisors

For your clients, it’s a starting point in analyzing which aspects of your client experience, if any, you may want to evolve. #advisors

It turns out that while you may want to address problems, you don’t have to fix every problem. #advisors #clients #problems

This great industry receives strong grades on traditional success metrics, I believe that we can do better. Why? #advisors

Here are my three quickish hits on productivity that, at a minimum, have helped me focus on the right things. #TimeManagement #advisors

When value is truly co-created it cannot be easily or reasonably replicated. It is unique to the interaction between client and advisor. #advisors #growth

As advisors that means ensuring you tap into those differences to create deeper engagement and a better plan. #couples #advisors #finance

How can you create an engaging and differentiated experience for those prospects who have taken the step to meet with you? #advisors

Those prospects who are thinking about their financial futures more broadly or are experiencing a specific problem and are looking for solutions? #advisors

Complacency is a funny thing.  We don’t get there intentionally or maliciously. Yet it happens to the best of us. #goals

We’d argue that down markets and times of high market volatility are actually the most important times to survey clients.

Driving engagement is about examining if and how what you are doing today reflects what is most important to your clients. 

Client engagement is not only measurable, but a goal worth pursuing. There is a tangible return for your business and for your clients.

We should feel good about the experience that has been delivered to date and we should worry about if and how that will change in future.

There's a big difference between the strategies, tactics and processes we apply and the disciplines we need to strengthen in order to succeed.

Many successful advisors are very intentional about the information they share with prospective clients in advance of a first meeting.

With the advice world in a period of huge change and technological disruption, never underestimate the advantage of being an early adopter. 

It feels, at times, like we’re drowning in data. The reality is, however, a little more nuanced. #data #feelings #finserv #business

When coming up with solutions to problems it’s natural to begin by looking at what already exists to solve the problem you’re working on.

Your clients want to hear your voice when they read your communications. Give them that gift. #advisors #communications

Even if you are using syndicated content, it’s important to ensure that you incorporate a healthy dose of good quality, original content.

While foundational, client segmentation can be a reflection of what is most important to you and the kind of business you are creating.

While prediction is a fool’s game, the obvious answer in the advisor world is (perhaps unfortunately) tech-driven automation. #fintech

You can still ask questions that will get your clients sharing their story in a way that will help them share more easily and more often.

More and more firms are turning to business intelligence to help them make strategic decisions going forward. #investors #advisors

Hyper-personalization is possible when we have good data on clients and the technology to support more segmented client communications. 

There was a time when the idea of a data-driven client experience was novel. Today it is table-stakes for any progressive firm. #advisors

Gamification is a buzzword on the advisor technology scene, but what does it really mean? #gamification #advisors #investors

Three quarters of clients say the pandemic has impacted what is important to them or how they think about the future. #advice

About 42 percent of clients say they provided a referral in the last year; advisors report meeting referrals from about four percent of clients.

The true challenge is teasing out these concerns in way that will be helpful for both yourself and your clients. #advisors #service #performance

The risk seems clear. You could end up speaking a different language than your client and lose relevance in the process. #advisors

Nearly three quarters of those clients said the quality of the virtual review was as good or better than an in-person review. #advisors

Is There a Way to Make Multiple Target Markets Successful? #prospecting #advisors #financialasdvisors #success

There’s an important connection between being inspired and reaching our goals and that’s what really matters for your clients. #advisors

A great question can stop people in their tracks; get to the heart of what's important. It can force us to look at things from a different angle.

If you are using the needs of a typical client to define your client experience, you may be in for a rude awakening. #financialadvisors

To achieve a great future we need to believe that we can learn and change and do things differently. #advisors #business #growth

We all like to help our friends and family, and sharing resources is one of the best and easiest ways to do that. #advisors #growth