Julie Littlechild

Julie Littlechild is the Founder of If Not Now Research, a research and training firm for advisors.

Julie’s Recent activity

Engagement Is the New Standard for Success in Financial Advisory Practices

Dec 20, 2022

Client satisfaction may be a good enough measure for a barista, not advisors.

Do You Know What You Do for Clients?

Jan 06, 2016

Eventually your clients, and every other advisor’s clients, will start asking the hard questions. Before they do, you should ask and answer them yourself.