• Julie Littlechild on Client Feedback and the Engagement Engine

  • 2023/04/20
  • 再生時間: 30 分
  • ポッドキャスト

Julie Littlechild on Client Feedback and the Engagement Engine

  • サマリー

  • Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor some guidance over how to better engage with clients and prospects.   In this episode, David Armstrong speaks with Julie Littlechild, founder and CEO …

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あらすじ・解説

Advisors have long been aware that the better they know the client, the better client experience they can provide. Advisory boards and feedback surveys have been around forever to give the advisor some guidance over how to better engage with clients and prospects.   In this episode, David Armstrong speaks with Julie Littlechild, founder and CEO …

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