Our events

It is accepted wisdom that building a business to support next generation clients is critical, both as a way to retain assets across generations and to build a sustainable business for the future. And yet advisory firms still struggle with how to make that happen. According to Julie Littlechild and Vanessa Oligino, the problems and solutions are clear. It all starts with intentionally designing a business and experience that is truly compelling to younger clients. Doing things in the same way simply won’t cut it going forward. Join Andrew Altfest, CFP®, as he moderates a panel that will take aim at traditional approaches to retaining assets across generations. You’ll learn what the latest investor research is telling us about the needs of younger clients and what that means for your business.

Join Julie Littlechild as she speaks with Andrew Altfest, CFP®, and Randy Holcombe, CFP®, CDFA®. They will discuss the practical applications of AI-assisted technology, showcasing real-life use cases that illustrate how these tools, powered by AI, are reshaping how they work with their clients and all while saving hundreds of hours on manual tasks.

In this 1-hour webinar moderated by Julie Littlechild, Founder & CEO at Absolute Engagement, we’re going straight to the source, with three progressive RIAs sharing how they define, deliver and scale an engaging and personalized experience for prospects and clients. You’ll learn: how to move your experience from ‘good’ to ‘extraordinary’; approaches to scaling a differentiated experience; specific examples of personalizing the experience to engage prospects and clients

Join Julie Littlechild and Mark Tibergien for an invitation-only Leadership Briefing. During the 30-minute briefing Julie and Mark will share the highlights of newly released high-net-worth investor research; highlight the implications for RIA leadership teams; examine sources of retention/flight risk based on the results; and share specific actions that RIAs can take to assess and mitigate risk/increase retention.

Absolute Engagement's Julie Littlechild and Vanessa Oligino will share a step-by-step plan to design and deliver a scalable and consistent prospect experience across your team or organization that reflects what prospects truly want and need.