Julie Littlechild

Julie Littlechild

Julie Littlechild is a speaker, a writer and the founder of She helps successful professionals and entrepreneurs design businesses that support the lives they want to live and create lives that fuel their capacity to do just that. Littlechild has worked with and studied top-producing professionals, their clients and their teams for 20 years.

She is a recognized expert on driving deeper engagement and growth and the author of a popular blog. She sat on the national board of the Financial Planning Association from 2010 – 2013, 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 works in the U.S., Canada, U.K. and Europe and holds an MBA from the University of Toronto.

Recent Articles by Julie Littlechild

5 Ways to Enhance Client Engagement

As an industry, we love to focus on “best practices.” We examine the strategies and tactics of the most successful advisers and ask how we can replicate those in our own businesses. The upside? Best practices focus us on what’s working today. The downside? Best practices don’t focus us on how things might be changing in […]

Easy Ways to Start Mentoring Program

If there is one aspect of business building that has confounded even the smartest of entrepreneurs, it’s developing the team. The reality is that we simply don’t have the skills to develop their skills, and that can have a long-term and negative impact on the business. Where Are You Today? In 2015, we conducted research for the FPA’s Research and Practice Institute […]

Turning Referrals Into Introductions

We tie ourselves into knots trying to understand why more of our clients, who clearly love us so much, don’t tell their friends and families about us. I’ve written, at length, about why clients don’t refer and why they do, and I believe that understanding the answers to both questions is critically important. What I haven’t specifically addressed […]

Connect With Julie Littlechild

  • Brokers & Agents
  • Leadership
Do NOT follow this link or you will be banned from the site!