Using the Voice of the Client to Drive Engagement

Julie Littlechild, Founder & CEO, Absolute Engagement

While we all agree that clients sit at the heart of a planning business, they are not always given a voice in the client experience. The reality is that without that voice, we’re leading with assumption. 

But what if those assumptions are flawed, outdated or wrong?

What if, as a result the client experience is also flawed, outdated or wrong?

And what if our client conversations don’t reflect the most important needs, concerns or challenges they are facing right now?

In this presentation Julie will argue that we need to intentionally integrate the voice of the client in order to drive meaningful client engagement. From there, she’ll examine how to gather the right input, at the right time and, importantly, how to connect the dots to action.