Ep 184: May WealthTech News

Come on in, sit back and relax. You’re listening to episode 184 of the WeathTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting, and this podcast features, interviews, news and analysis on the trends and best practices all around wealth management technology. And this is our main news roundup, and there’s […]

Ep. 183: Supercharging The Human Side of Advice with Julie Littlechild

Come on in and sit back relax, you’re listening to Episode 183 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting and this podcast features interviews, news and analysis on the trends and best practices all around Wealth Management Technology. My guest today is Julie Littlechild, Founder and CEO […]

Ep. 112: Focusing on the Voice of the Client with Julie Littlechild, Absolute Engagement

“Maybe it’s just me, but I feel different at this moment than I did yesterday. Things change, the context changes. I think this has raised an interesting challenge for advisors, how do I gather data from my clients that is in the moment and can support a deeper conversation?” — Julie Littlechild, Founder and CEO, […]

Going Beyond Surveys: How to Reliably Capture the Voice of the Client

Client Experience consulting

“Make the customer the hero of your story.” ― Ann Handley, Digital marketing pioneer, writer, speaker It’s becoming more and more difficult for wealth managers to stand out.  Even for those with big budgets to purchase advertising, create content for social media, send email campaigns, and more, many firms are still hard-pressed to reduce client […]