Julie Littlechild is a speaker, author and researcher centered on understanding and bettering the involvement of monetary advisors of their groups and their purchasers. She is now the founding father of Absolute Engagement, an organization that gives ongoing analysis on private, consumer and staff dedication to help dynamic enterprise. One among her main analysis areas, which is especially related, helps monetary advisors get extra and higher referrals from purchasers to assist broaden your observe.
Julie talks about the way it drew her into the world of monetary advisors and the way she knew teaching wasn’t the correct factor for her. We then focus on why happy purchasers typically don’t translate into high quality referrals, and the steps you’ll be able to take to extend the variety of referrals you obtain. Julie additionally shares her gross sales expertise along with her teaching enterprise
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