Client Engagement: Your relationship with your financial advisor - Julie Littlechild, President of Advisor Impact, stresses the importance of client trust and loyalty



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Client Engagement: Your relationship with your financial advisor - Julie Littlechild, President of Advisor Impact, stresses the importance of client trust and loyalty

the CEO Hour, August 27, 2010. Julie will discuss the Client Audit and what she's learning are investor's issues as she surveys them for financial advisors, and the kinds of feedback financial advisors are receiving from their clients these days. Listeners will be able to compare their feelings about their own financial advisors to what the financial advisor community as a whole is hearing from their clients. Julie will also discuss some of her experiences as a CEO- unique experiences and lessons she has acquired from growing her company. www.advisorimpact.com

Part 1: MP3 File

Part 2: MP3 File

Posted on 08/28/2010 in Resource, Resources | Permalink