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WealthStack
May 21 - 24, 2023
The Diplomat Beach ResortHollywood, Florida

Julie Littlechild
Founder & CEO at Absolute Engagement

Profile

Julie Littlechild is the Founder & CEO of Absolute Engagement, a firm that provides innovative technology, tools and guidance to help advisors - and advisory firms – capture and use input from clients to drive engagement and growth.

Julie has worked with and studied successful financial advisors and their clients for more than twenty years and conducts one of the largest investor research studies to examine what clients need, want and expect. She is the author of a popular blog and her first book, The Pursuit of Absolute Engagement.

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

Agenda Sessions

  • The Art And Science Of Client Experience: Practical Ways To Use Data To Drive Deeper Engagement And Growth

    4:00pm