It’s Time to Think Differently About Client Experience

November 17, 2023
March 22, 2022
Julie Littlechild
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I’m sharing today’s post via video to provide you with a visual overview of our new client experience model.

It’s an 11-minute listen, so grab a coffee, get comfortable and please let us know what you think.

In the video, I also share details of a complimentary tool that we're launching, called the CX Scan. We created this tool to allow you to assess and enhance your existing client experience using this framework. Click here to add your name to the list to receive the link in April.

Thanks for stopping by,

Julie

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About the author

Julie Littlechild

Julie is a recognized expert on the drivers and evolution of client experience, client engagement and referral growth. She is responsible for: designing the firm's strategic vision and product roadmap, conducting on-going investor and advisor research, driving firm growth and representing the company on conference stages around the world.
Subscribe for updates

It’s Time to Think Differently About Client Experience

Red divider line

It’s Time to Think Differently About Client Experience

Red divider line

Post by Julie Littlechild

I’m sharing today’s post via video to provide you with a visual overview of our new client experience model.

It’s an 11-minute listen, so grab a coffee, get comfortable and please let us know what you think.

In the video, I also share details of a complimentary tool that we're launching, called the CX Scan. We created this tool to allow you to assess and enhance your existing client experience using this framework. Click here to add your name to the list to receive the link in April.

Thanks for stopping by,

Julie

‍

‍

About the author

Julie Littlechild

Julie is a recognized expert on the drivers and evolution of client experience, client engagement and referral growth. She is responsible for: designing the firm's strategic vision and product roadmap, conducting on-going investor and advisor research, driving firm growth and representing the company on conference stages around the world.
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