Julie Littlechild

Founder & CEO

Absolute Engagement

Canada

absoluteengagement.com

Absolute Engagement helps financial advisers use on-going input from clients to evolve the experience, uncover unmet needs, increase referrals and actively engage clients.

Julie has worked with and studied successful financial advisers and their clients for more than twenty years and conducts one of the largest investor research studies to examine what clients need, want and expect. She is the author of a popular blog, the co-host of the Becoming Referable podcast, and the author of The Pursuit of Absolute Engagement

Julie sat on the national board of the Financial Planning Association, was twice identified as one of the 25 Most Influential People in Financial Planning and won the Influencer Award in practice management. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.