2022 AdviceTech Masterclass
Automation, Authenticity and the Future of Client Engagement
Watch Julie Littlechild, Founder & CEO of Absolute Engagement
CPD Masterclass: Automation, Authenticity and the Future of Client Engagement
Watch Julie Littlechild, Founder & CEO of Absolute Engagement, as she shares her firm’s latest investor research on the drivers of engagement. You’ll learn how prospect and client needs have changed and how advisers can respond by increasing automation without losing deep prospect and client engagement.
In this webinar you will learn:
- The difference between delivering great service and driving deep client engagement.
- How good service can be easily defined and automated.
- About the latest investor research on the drivers of engagement and what's changed in the last two years.
- How prospect and client needs and preferences have changed – and continue to change.
- How advisers can respond to these changes by increasing automation without losing the authenticity required to drive deep prospect and client engagement.
A little about Julie
Julie Littlechild is the Founder & CEO of Absolute Engagement, a firm that provides innovative engagement technology and guidance to help advisers efficiently capture real-time and on-going input from clients to drive profound engagement and significant growth.
Julie has worked with and studied successful financial advisers and their clients for more than twenty-five 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 book, The Pursuit of Absolute Engagement.
Julie works in the US, Canada, UK and Australia and holds an MBA from the University of Toronto. In the US, she 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.
Masterclasses
Watch the AdviceTech Masterclasses
Listen to experts sharing their insights on AdviceTech in relation to staff, clients and technology partners.
Attracting, retaining and growing staff talent with tech
Watch Alisdair Barr, Striver's Founder & CEO explore global issues and trends in managing staff and how technology and the hybrid work environment really work together. Learn the best techniques and digital tools being used to attract, retain and grow talent.
Watch the presentation
Automation, Authenticity and the Future of Client Engagement
Watch Julie Littlechild, Absolute Engagement's Founder & CEO, share her firm’s latest research on the drivers of client engagement. You’ll learn how how advisers can increase automation (i.e. efficiency) without losing deep relationships.
Watch the presentation
Navigating technology selection and implementation
Join Hamish Hockley & Shane Kirsch from Opex as they unpack the key considerations for advice firms when choosing technology and suppliers to maximise efficiencies and manage change.
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Unleashing the potential of your advice firm with Netwealth
Join Beverley Cederberg as she dives into the latest features and enhancements of the Netwealth platform to get a better understanding of how technology can be used to accelerate wealth advice.
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