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Take Your Client Engagement to the Next Level With Julie Littlechild

Improving your client engagement makes you far more referable. Plus, it opens the doors for valuable feedback that helps your advisory practice grow! In this episode, Jon Kuttin speaks with Julie Littlechild, the founder and CEO at Absolute Engagement and the co-host of the Becoming Referable podcast. Julie shares proven strategies (backed by comprehensive market

By |2022-01-15T10:26:06-05:00December 15th, 2021|Accounting, Financial Advisors, Financial Services, Ikke-kategoriseret, Marketing, Practice Management, Professional Alliances, Professional Development, Professional Services, Quantum Growth Advisors Podcast|0 Comments
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How Client Advisory Boards Can Elevate Your Client Experience With Stephen Wershing

Do you want to elevate your client experience but don’t know where to start? It’s time to create a client advisory board — where your best clients will tell you exactly what they need! In this episode, Jon Kuttin speaks with Stephen Wershing, president of The Client Driven Practice. Stephen shares his comprehensive 7-step process

By |2021-12-02T08:38:12-05:00December 1st, 2021|Accounting, All Industries, Financial Advisors, Financial Services, Ikke-kategoriseret, Industries, Practice Management, Professional Development, Professional Services, Quantum Growth Advisors Podcast|0 Comments
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