The May 2020 Business Success Knowledge Circle will be held on Wednesday, May 13th at 3 pm ET.
Guest speaker Julie Littlechild will be presenting, "What Your Clients and Prospective Clients Need Right Now."
During a crisis, the investment and planning advice you share with clients may not change. We believe, however, that the way in which you need to communicate with clients must change, if your goal is to demonstrate true leadership.
During the webinar, we’ll examine what clients really need right now and how you can tailor a communications plan that is genuine and meaningful. We’ll look at specific ideas to help you demonstrate leadership with clients and how you can leverage your plan to demonstrate value with prospective clients.
Key Takeaways –
Specifically we’ll look at how you can:
- Understand what your clients need to talk about right now
- Focus your next client conversation on what clients need to hear, rather than what you need to say
- Personalize communications to reflect what matters most to clients
- Create community among your clients at a time when they need it more than ever
- Add genuine value for prospective clients
Julie Littlechild is the Founder & CEO of Absolute Engagement, a firm that helps advisors and advisory firms deliver personalized communications to reflect what is most important to clients and prospective clients right now.
Julie has worked with and studied successful financial advisors and their clients for more than twenty-five years and conducts one of the largest investor research studies to examine what clients need, want and expect. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast, and the author of The Pursuit of Absolute Engagement
Julie sat on the national board of the Financial Planning Association, was twice identified as one of the 25 Most Influential People in Financial Planning and won the Influencer Award in practice management. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.
Approved for 1 CFP CE Credit