Resources

2021 Investor Report

Each year we go deep to understand client needs and expectations. Access the 2021 report here.
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Using Client Feedback to Drive Engagement and Growth

A tactical overview of how to leverage client feedback in your business, along with the common mistakes that can derail your efforts.
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Integrating the Voice of the Client in Your Business

Learn more about what it means to implement a ‘voice of the client’ strategy in your business and the impact on both engagement and growth. This report highlights the strategies being used by some of the most progressive financial advisory businesses and the guidance to help you get started.
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The Habits of Uncommonly Successful Advisors

Your 7-day plan to ignite deeper client engagement by examining everything you deliver through the lens of the client.
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6 Client Experience Mistakes and How to Fix Them

A review of the most common client experience mistakes we make and specific tactics to help you take action.
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The Becoming Referable podcast

Throughout its 129 episodes, Becoming Referable focused on actionable ideas to achieve growth. Hosts Julie Littlechild and Stephen Wershing, along with their guests, brought their expertise to provide meaningful insights, research and evidence-based strategies. You can access and enjoy all episodes of the podcast.
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Read "The Pursuit of Absolute Engagement"

The Pursuit of Absolute Engagement is the result of months of writing, years of research, and a lifetime of trying to get it right. It’s your blueprint for achieving Absolute Engagement, which our research links both to growth and well-being.The book will give you the tools to: take stock, intentionally design a business that supports the life you really want to live, and align your client and team experience with that personal vision.
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