Julie Littlechild

Founder and CEO at Absolute Engagement

Julie is a recognized expert on the drivers and evolution of client experience, client engagement and referral growth. In addition to her role in driving Absolute Engagement’s strategic vision and product roadmap she conducts on-going investor and advisor research and represents the company on conference stages around the world.

Julie has worked with and studied successful financial advisors and their clients for more than twenty-five years. Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog and the author of The Pursuit of Absolute Engagement.

Julie sat on the national board of the Financial Planning Association, currently sits on an Investment & Wealth Institute advisory board, won the iconoclast award from Bob Veres, was twice identified as one of the 25 Most Influential People in Financial Planning, and won an industry Influencer Award in practice management. She holds an MBA from the University of Toronto.