Fintech Impact

Jason interviews Julie Littlechild, the founder and CEO of Absolute Engagement. Julie is a renowned speaker and expert in client engagement within the financial advisory sector. She has recently launched the Absolute Engagement Engine, which brings her ideas on client engagement to life.Episode Highlights 00:58: Absolute Engine is designed to help financial advisors connect more deeply with their prospects and clients efficiently and consistently.06:31: Many advisors have recognized the importance of aspects such as Confidence, Concerns, Outlook, and Preferences; structuring the conversation in the format of a questionnaire can be a challenge, says Julie. 10:04: Julie explains that opportunities to uncover engagement and growth emerge for several reasons. These opportunities can arise based on how a client presents themselves at a given point in time, such as their confidence level during a review or introductory meeting.15:02: Jason emphasizes the importance of delving deeper to understand clients