How Financial Advisers Can Deepen Client Engagement

Julie Littlechild

Julie Littlechild is a speaker, writer, and researcher focused on understanding and improving how financial advisers engage with their teams and clients. In this episode, she explains the concept of client engagement, discusses the challenges that are shaping how advisers will engage with clients in the future, and shares a framework for designing an extraordinary client experience.

The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.