Advisor Impact

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  Client Engagement on the Rise: Advisor Impact

  By John Sullivan  |  March 7, 2013

  A new report from Advisor Impact found that nine out of 10 clients said the advice they received played an important or critical role in meeting their financial goals.

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  Julie Littlechild, Advisor Impact; The Extended 2011 IA 25 Profile

  By Danielle Andrus, AdvisorOne  |  May 9, 2011

  To be counted among the most successful firms, advisors have to focus on understanding and building enterprise value.

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  FPA Retreat: Littlechild Offers Research on Referral Strategies That Work

  By James J. Green, AdvisorOne  |  May 5, 2011

  For one thing, says Julie Littlechild of Advisor Impact, don’t confuse perceived client loyalty with a willingness to provide referrals.

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  Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, we’ve never ranked the 25 in the order of their importance.

• Making Referrals Happen

  By Bill Good  |  February 1, 2011

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  Satisfied Clients Don’t Make Advisor Referrals: Schwab, Texas Tech Study

  By Kathleen McBride, AdvisorOne  |  December 9, 2010

  Clients are sticking with their intermediary, but are confused about their advisors’ professional roles and investing costs.

• Getting Engaged

  By Marie Swift  |  July 1, 2008

  If you surveyed your clients and 99 percent reported that they were satisfied with your firm, you'd probably be very pleased. However, according to a...

• Raising Your Game

  By Britt Erica Tunick  |  June 1, 2008

  It's hardly news that regular communication--financial and otherwise--is the key to high-net-worth client satisfaction. Nor is it any surprise that satisfaction leads to loyal clients....

• Consider the Clients

  By Mark Tibergien, Julie Littlechild, Advisor Impact  |  June 1, 2006

  Based on the number of queries that Moss Adams and Advisor Impact get each week from interested buyers, there is a tremendous demand for advisory...