Episode 84 - Client Engagement & Referals - Julie Littlechild

Client experience expert Julie Littlechild is our guest, and she shares with us best practices for gathering feedback from clients and her recent research on referral marketing. We discuss what has changed in the financial advisory profession as a result of COVID 19, including which of those changes are temporary vs. a permanent shift. You’ll gain insight on how to better engage prospects and clients and promote your business.