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Julie Littlechild
President,
Advisor Impact
Additional Info
Speaking engagements
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Julie Littlechild is president and founder of Advisor Impact. Founded in 1998, Advisor Impact is a leading provider of research, training and tools for financial advisors across North America and the United Kingdom.
Advisor Impact provides a series of programs to help advisors increase productivity and profitability. The Client Audit tool helps advisors unlock client value by gathering feedback from clients and then translating that information into meaningful insights, ideas and actions to increase both loyalty and revenue among existing clients.
Under Julie’s leadership, Advisor Impact conducts extensive, on-going research among financial advisors and their clients, including a large-scale benchmarking study of financial advisory businesses that is run in Canada, the United States and the UK.
A frequent speaker at sales and industry conferences, Julie contributes to a wide range of publications, including Financial Planning, Investment Advisor, Horsesmouth and Financial Advisor. She is also the author of the Business Success Kit, a comprehensive guidebook to assist financial advisors in efficient practice management.
Julie has worked with and studied top producing financial advisors for twelve years and she holds an MBA from the University of Toronto.
