Julia Littlechild | AICPA ENGAGE 2019

Julia Littlechild

Founder, Absolute Engagement
Toronto, ON

Julie Littlechild is a speaker, writer and researcher. Her firm, Absolute Engagement, helps advisors design a client experience that both engages and drives referrals. Julie has worked with and studied successful financial advisors and their clients for more than twenty years. Prior to founding Absolute Engagement, she launched and ran one of the industry’s leading research firms, focused on client engagement. Julie is the author of a popular blog, the co-host of the Becoming Referable podcast and the author of The Pursuit of Absolute Engagement. Julie sat on the national board of the Financial Planning Association, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine, and won the Influencer Award in practice management from Financial Planning Magazine. She works in the US, Canada, UK and Europe and holds an MBA from the University of Toronto.