TORONTO--(BUSINESS WIRE)--Absolute Engagement, an engagement technology firm transforming how advisors engage with prospects and clients, today announced Matt Brinker has joined its Advisory Board. Brinker’s extensive experience and strategic insights will drive the firm’s focus on growth and innovation. Brinker is the newest addition to the firm’s advisory board, which also includes industry experts Brian Portnoy, Craig Iskowitz, David Patchen, Martine Lellis and Megan Carpenter.
Brinker brings more than 25 years of wealth management industry experience to his advisor role at Absolute Engagement. As managing partner of Merchant Investment Management, he is responsible for evaluating new investment opportunities and helping partner firms work through strategic and operational initiatives for growth and scale. Previously, he spent nearly 14 years at United Capital Financial Advisers, LLC, where he served as chief business development officer and head of acquisitions.
“Matt’s extensive background working within the advice industry gives him a strong understanding of financial advisors, the unique challenges they face today and the transformative role technology can play in helping them deepen client engagement,” said Julie Littlechild, founder and CEO of Absolute Engagement. “As an active board member for various growth-stage fintech firms, he brings significant depth of insight. We are confident Matt will prove an invaluable addition to our Advisory Board and look forward to all we can accomplish together.”
“I have experience working with passionate, visionary founders like Julie, whose mission it is to help advisors maximize their potential and enhance the financial lives of their clients,” Brinker added. “Absolute Engagement is well-positioned for continued growth, and I couldn’t be more thrilled to advise them as they build out innovative products and services within this game-changing industry.”
To learn more about how Absolute Engagement uses innovative technology to help advisors enhance each prospect and client’s experience, in real time and with less effort, visit absoluteengagement.com.
ABOUT ABSOLUTE ENGAGEMENT
Absolute Engagement, founded by Julie Littlechild in 2014, empowers advisory firms to drive personalized engagement at scale. In addition to conducting on-going investor and advisor research, the firm provides innovative engagement technology that reveals the true needs of prospects and clients and allows advisors to respond in real time. Absolute Engagement and its services support advisor leaders in making better strategic and operational decisions.
Julie Littlechild is a recognized expert on the drivers of client engagement and a popular speaker on how client experience is being disrupted. 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 and The Pursuit of Absolute Engagement. She has served on the national board of the Financial Planning Association, currently sits on an Investment and Wealth Institute advisory board, was twice identified as one of the 25 Most Influential People by Financial Planning and won an industry Influencer Award in practice management. She holds an MBA from the University of Toronto.
