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Sponsored by Allianz Life Insurance coverage Firm of North America
Advisors have lengthy been conscious that the higher they know the shopper, the higher shopper expertise they will present. Advisory boards and suggestions surveys have been round ceaselessly to provide the advisor some steerage over learn how to higher interact with purchasers and prospects.
On this episode, David Armstrong speaks with Julie Littlechild, founder and CEO of Absolute Engagement, on taking shopper engagement suggestions to the following degree. Littlechild just lately launched the Engagement Engine, a digital platform that brings shopper suggestions into real-time, ongoing metrics for the advisor. The concept is that via a collection of questions and prompts, tucked unobtrusively alongside the usual shopper contact factors and communications, advisors can immediately gauge a shopper’s confidence and fears, preferences and aversions, and plot a few of that knowledge over time to trace and measure influence. It’s a game-changer in shopper engagement.
Julie discusses:
- Why shopper suggestions is important to creating most well-liked companies.
- How know-how has modified the way in which suggestions is collected and used.
- The steadiness between customized planning and managing a complete enterprise value of purchasers.
- The event of the Engagement Engine, and the probabilities for utilizing real-time shopper suggestions throughout the advisor’s techstack, together with the CRM.
- Ideas on evolving from a marketing consultant to a “tech entrepreneur”, placing collectively a killer board of advisors and what comes subsequent for her firm.
Join With Julie Littlechild:
Join With David Armstrong:
About Our Visitor:
Julie is a acknowledged skilled on the drivers and evolution of shopper expertise, shopper engagement. and referral development. She is answerable for: designing the agency’s strategic imaginative and prescient and product roadmap, conducting on-going investor and advisor analysis, driving agency development and representing the corporate on convention levels around the globe.
Disclosure:
Merchandise are issued by Allianz Life Insurance coverage Firm of North America (Allianz). Variable merchandise are distributed by its affiliate, Allianz Life Monetary Providers, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com. This discover doesn’t apply within the state of New York.
Allianz will not be affiliated with WealthManagement or the featured visitor
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