Julie Littlechild at HUM South Africa 2021
How Client Engagement is Being Disrupted
At Humans Under Management South Africa 2021, Julie Littlechild presented on the evolving dynamics of client engagement in the financial advisory sector.
The talk addresses the critical challenge of moving beyond mere client satisfaction to fostering profound engagement. It encourages advisers to rethink their approach to client relationships in light of recent disruptions.
Key insights include:
- The importance of shifting from merely satisfying clients to creating opportunities for deeper engagement.
- Understanding that true value is co-created with clients, rather than delivered.
- Implementing a systematic process to gather direct input from clients about their needs, concerns, and aspirations.
- Personalising client communications and review agendas based on real-time insights to enhance the advisory relationship.
Watching this video will equip financial advisers with actionable strategies to enhance client engagement and build stronger, more meaningful relationships, ultimately driving greater loyalty and referrals.
