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“If I have seen further, it is by standing upon the shoulders of giants” – Sir Isaac Newton When Chris Reynolds co-founded Investment Planning Counsel in 1996, he set out on a mission to help entrepreneurial financial advisors build better businesses. Since then, he’s remained steadfast in this mission. Chris believes that at the heart of any great business is remarkable client experience: how you meet the needs of your clientele, how you evolve with them as they change and, ultimately, how you leave your clients feeling about you after every single interaction they’ve had with you and your business. A life-long learner, Chris is always learning from the best of the best – from within our industry and from outside. In his podcast, Turning the Page, Chris will bring you the stories, the lessons, and the winning ideas from the people who have made it and from those who are reshaping the future of financial advice.
Episodes
Monday May 01, 2023
Monday May 01, 2023
You’ve heard countless podcast guests talk about Client Engagement and Experience. You’ve also heard others talk about using technology to make it better and more personal for our clients. On this edition of Turning the Page podcast, we have someone who brings them together: Client Engagement and the Client Experience with the use of technology in your business.
I really enjoyed my chat with Julie Littlechild! Julie is the Founder and CEO of Absolute Engagement. She is a recognized expert on the drivers and evolution of client experience, client engagement and referral growth. She’s worked with and studied successful financial advisors and their clients for more than twenty-five years and I think I have known her for about that long!
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, the co-host of the Becoming Referable podcast and the author of “The Pursuit of Absolute Engagement.” I also consider her to be a good friend.
Learn more about Julie at https://absoluteengagement.com/team/julie
You can read her great blog at https://absoluteengagement.com/blog
I’d love to talk to you more about how you build great engagement with your clients! What are you doing to build that connection with potential and current clients? ’d love to chat with you more about it over a virtual coffee and how you can accomplish big things in your business!
Set up a virtual coffee with me here: https://aspect.ipcc.ca/turning-the-page-podcast#grabcoffeewithchris
If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!
Let’s talk soon!
Chris
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