advisory board Archives | Becoming Referable

Julie Littlechild & Steve Wershing on a Voice of the Client Strategy

In this special episode, Julie Littlechild and Steve Wershing talk about adopting a voice of the client strategy in your business and discuss different methods that can be utilized when putting together and implementing this strategy. Takeaway Quote: “We can learn as much about how [...]

By Julie Littlechild|2022-01-03T17:13:40+00:00November 14th, 2019|Categories: Podcast|Tags: advisory board, Becoming Referable, client feedback, referrals, Voice of Client Strategy|0 Comments

Julie Littlechild & Steve Wershing on Client Feedback and a Co-Created Experience

In this special episode, Julie Littlechild and Steve Wershing talk about client feedback in its many forms. We discuss why it’s an important tool for advisors looking to stand apart from the rest, and provide actionable items and resources to conduct the right client [...]

By Julie Littlechild|2022-01-03T17:13:58+00:00April 4th, 2019|Categories: Podcast|Tags: advisory board, Becoming Referable, client feedback, client surveys, Julie Littlechild, referrals, Steve Wershing|0 Comments