Resources

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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Your Client Experience Comeback Plan

Understand how client experience is changing and assess if, or how, you’ll need to adjust to reflect the changing needs of your clients.
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The Current Crisis and the Impact on Client Loyalty

Review our latest investor research, with a focus on how declining client self-confidence is impacting your clients' satisfaction and loyalty.
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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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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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The Becoming Referable podcast

Becoming Referable is a bi-weekly podcast hosted by Julie Littlechild and Stephen Wershing that will help you design a business that makes you referable and to leverage that to drive referral growth.
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