Julie Littlechild

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  How Are We Doing?

  By Olivia Mellan  |  March 26, 2012

  All too often we think the advisory process is going really well, when in actuality the client doesn’t feel heard or understood and is dissatisfied with the way things are proceeding.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...

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  Schwab Recognizes Top Advisors, Firms at Impact 2011

  By Janet Levaux, AdvisorOne  |  November 3, 2011

  The company also donated $45,000 to charity on behalf of the recognized advisors.

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  Why Asking for Referrals Is Not a Best Practice

  By Bill Good  |  August 31, 2011

  Across the board, advisors with $100 million or more ask for referrals less than other advisors

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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.

• 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, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.

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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

• Research Firm Advisor Impact Acquired by Accretive Advisor

  By John Sullivan, AdvisorOne  |  January 20, 2011

  Julie Littlechild’s company is now a wholly-owned subsidiary of Canadian firm.