How Behavioral Data Creates Better Client Relationships with Julie Littlechild

Julie Littlechild of Absolute Engagement joins Kyle Van Pelt to discuss how behavioral data on client confidence and concerns can be used to personalize communication and strengthen advisory relationships. The conversation covers CRM integrations, client experience leadership, AI as a support for human connection, and practical steps for firms of different sizes, including client appreciation events and generational shifts.

1. Measuring client confidence and concerns gives advisors a starting point for more meaningful conversations.
2. CRM integrations are discussed as a way to make behavioral data more actionable.
3. The episode covers client experience leadership and why efficiency alone is not described as a competitive advantage.
4. Julie Littlechild discusses AI enhancing human connection, client appreciation events, generational shifts including the 'juggle generation,' and her outlook.