Defining, Motivating, and Achieving Client Engagement
The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.
In episode #149, Julie Littlechild discusses how enhancing
client engagement can support referrals and how to increase the
likelihood that your clients become your most ardent advocates.
About the Podcast
Take 15 Podcast Presented by CFA Institute is a series of 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.
Host: Lauren Foster
Producer: Mitchell Forst