Company

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.

Mike has an extensive background in wealth management and is passionate about evolving client engagement models across all wealth platforms. He is responsible for all aspects of running the Absolute Engagement business and bringing the strategic vision to life.

Reema has an extensive background in supporting advisors and their teams to uncover opportunities to drive deeper engagement and growth. She works directly with our corporate clients to design and implement solutions that meet their unique objectives and actively supports new product development.

Liam has a diverse background across several industries, in roles that always focused on delivering an extraordinary client experience. He manages the team that guides our clients through programs, providing hands-on support to ensure that advisors can take meaningful action.

Lisa has extensive experience helping advisors and firms to grow their businesses and connect with clients through a powerful and engaging client experience. She designs and delivers the coaching support that is integrated in our client feedback programs and provides group training for our corporate clients.

Joanne has extensive experience as a researcher, program evaluator, and senior-level manager. She is responsible for designing and executing on our on-going industry research with advisors and investors and supports our clients by drawing on their client feedback to provide customized analysis and insights.