Better Client Engagement = More Success

Wednesday, 3:30 pm - 5:00 pm
Location: Zoom Meeting

Julie Littlechild – Founder and CEO,

Time: 3:30 pm - 5:00 pm
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Part 1 of 4 in our 2021 Wealth Management Excellence Series.


Please join us and our nationally recognized expert, Julie Littlechild, as she teaches us how to cultivate a better client experience. Learn actionable techniques for more effective client engagement and become referable!


Julie Littlechild | Julie Littlechild is a recognized expert on the drivers of client engagement and a popular speaker on how client experience is being disrupted and how to leverage those trends to drive referrals.

She has worked with and studied successful financial advisors and their clients for more than twenty-five years. Prior to founding Absolute Engagement, Julie launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog, the co-host of the Becoming Referable podcast and the author of The Pursuit of Absolute Engagement.

Julie sat on the national board of the Financial Planning Association, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine, and won the Influencer Award in practice management from Financial Planning Magazine. She holds an MBA from the University of Toronto. Back To Top ^^


As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.


Registration Fees
$5 (Member) | $20 (Non-Member)

Part 1 of 4 in our 2021 Wealth Management Excellence Series.

Series Registration Fees (All 2021 WMES Events)
$10 (Member) | $40 (Non-Member)

All four events in the 2021 Wealth Management Excellence Series (WMES).

Payment Information
We accept the following:

If you prefer to pay by check please email and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

Mail Check To:

CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail
Series Chair:
Yves-Marc Courtines, CFA
Event Chair:
John DeFonso, CFA



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