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Going Above and Beyond: How to Capture Clients' Voices to Improve Satisfaction and Engagement
Manage episode 355634156 series 3324283
Kandungan disediakan oleh Dimensional Fund Advisors. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dimensional Fund Advisors atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Julie Littlechild, founder and CEO of Absolute Engagement, has spent over 25 years finding ways to measure the client experience in financial advisory firms. She shares how advisors can analyze feedback from clients around engagement and satisfaction to anticipate needs and wants, and ultimately help clients drive business growth through referrals.
45 episod
Kongsi
