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About this presentation

In this presentation, Learn the fundamental truths about client experience from internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild.

Julie will explain how intentionally designing an experience will allow you to attract and retain younger Generation Y Emerging Affluent clients.

Julie draws on her firm’s research insights and the techniques used by some of the most progressive international advice firms to help you:

1. Examine the changing needs of younger Gen Y Emerging Affluent clients.
2. Develop a blueprint for designing an engaging client experience.
3. Drive growth by leveraging that client experience.

The Emerging Affluent are younger, well-educated, mostly professional Advisable Australians who have tremendous potential as financial advice clients, both now and in the future.

• Today there are 1.5 million of them who control about $2.2 trillion of household wealth*.
• 70.0% are Generation Y, with an average age of 37. Not surprisingly they are tech early adopters.
• Four in 10, use a financial adviser today with another 5 in 10 likely or possible to seek advice soon.
• Almost half are looking to build or diversify their investment portfolio in the next 3 years.

In this presentation, Learn the fundamental truths about client experience from internationally recognised speaker, author, Founder and CEO of Absolute Engagement, Julie Littlechild.

*Netwealth The Advisable Australian Report 2021