Meet the Management Team
CEO and Founder
Julie Littlechild is CEO and founder of Advisor Impact and an expert on client engagement among financial advisors. A frequent speaker at sales and industry conferences, Julie contributes to a wide range of publications, including Financial Planning, Investment Advisor, Horsesmouth and Financial Advisor. She is also the author of the Business Success Kit, a comprehensive guidebook to assist financial advisors in efficient practice management.
Julie has worked with and studied top producing financial advisors for fifteen years and holds an MBA from the University of Toronto. She sits on the national board of the Financial Planning Association and was identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine in 2011 and 2012.
Karen is responsible for Advisor Impact's business management and operations. Prior to joining the Advisor Impact team, Karen was Managing Director, Product & Delivery at Accretive 360 Inc. and held previous positions as Director of Client Management for PriceMetrix Inc. and as a Senior Consultant with Arthur Andersen Business Consulting. She holds a Bachelor of Commerce (Honours) from Queen's University.
Vice President, Business Development
Tim is responsible for establishing deeper relationships with financial services firms at the enterprise level for Advisor Impact's corporate programs. Prior to Advisor Impact, Tim was the Group Publisher, Financial Planning at SourceMedia, Inc. He previously served as the Corporate Relations Team Leader for the Financial Planning Association, and held senior business development roles at Inc. Magazine and Scientific American. Tim holds a BA, Economics from the University of Richmond.
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