For what seems like a very long time we’ve been talking about how the global pandemic has impacted the client experience and if these changes will be only temporary. Absolute Engagement’s latest investor research, with Investments & Wealth Institute, delivers some answers – and [...]
Seth Streeter is the Founder and Chief Impact Officer at Mission Wealth, a California based wealth management firm. Seth is a thought-leader and helps clients reframe their perspective of wealth beyond the financial, to lead more balanced, impactful, and fulfilling lives. Our conversation includes: [...]
In this week’s episode, we shift our focus slightly to highlight the need for to evolve your client experience. Specifically, we look at how to understand how clients are thinking now, in order to to adapt to their changing needs and attitudes. Takeaway Quote: [...]
Julie Littlechild is a speaker, author, researcher, and founder of AbsoluteEngagement.com. Her firm takes an evidence-based approach to helping advisors align an engaging client experience with a compelling personal vision for their businesses. Absolute Engagement works with institutions and advisors, offering programs such as [...]