Julie Littlechild

• 

  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.

• 

  New Hire Roundup: CFP Board Announces Chair Appointments

  By Marlene Y. Satter, AdvisorOne  |  January 30, 2013

  This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.

• 

  Schwab Names 3 RIA Firms as Impact Award Winners for 2012

  By James J. Green, AdvisorOne  |  November 15, 2012

  Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.

• 

  What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 25, 2012

  Jeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.

• 

  What Triggers Referrals?

  By Bill Good  |  July 26, 2012

  The implications of the “change principle” for clients go deeply into your practice, especially into why you get referrals and why some clients get referred to your competitors.

• 

  Top 10 Technology Trends for Advisors and Their Partners: Pt. 9, Social Media

  By Spenser Segal, ActiFi  |  July 25, 2012

  Advisors can, and are, using social media for serious business purposes. Here’s how to take advantage of the benefits of social media, and how to avoid its dangers.

• 

  How to Succeed at Referrals (Without Even Asking)

  By Olivia Mellan  |  July 24, 2012

  Why don’t we do a better job of generating referrals? Marketing coach Stephen Wershing thinks we’re not going about it the right way.

• 

  Julie Littlechild: The 2012 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 21, 2012

  At advisor conferences, where she is a popular speaker, and in conversations around the industry, Littlechild and her cogent research are mentioned constantly.

• 

  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

• 

  Special Report: The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.