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Are you asking for feedback from your clients? Probably. But are you asking for input?
One helps you improve, while the other allows you to better understand not just their financial goals, but also their feelings about their future, their plans, and yes, even you.
In this episode, Matt Halloran welcomes Julie Littlechild – founder and CEO at Absolute Engagement – back to the podcast to consider the significance of feedback and input for advisors, and how that data can be used to provide more than “just” a good experience.
Julie discusses:
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Why feedback rarely surprises us, but how input can provide answers for questions you haven’t even thought to ask yet
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Using technology to unleash your innate ability – or superpower, as Julie calls it – to connect with people
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How to implement the “voice of the client” before review meetings with simple chats, questionnaires, surveys, and polls
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How to avoid the common mistake of thinking clients are better at articulating their needs/wants than they actually are, and what to do instead
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The connection between engagement and referrals
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And more
Resources:
Connect with Julie Littlechild:
Connect with ProudMouth:
About Julie Littlechild:
Julie Littlechild is a recognized expert on the drivers of client engagement and how it is being disrupted. She has worked with and studied successful financial advisors and their clients for more than twenty-five years. Prior to founding Absolute Engagement, Julie launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog and The Pursuit of Absolute Engagement. She has served on the national board of the Financial Planning Association, currently sits on an Investment and Wealth Institute advisory board, was twice identified as one of the 25 Most Influential People and won an industry Influencer Award in practice management.
