Meet the Management Team
Julie Littlechild
Managing Director, Research
President and Founder, Advisor Impact
Julie Littlechild is President and Founder of Advisor Impact, an Accretive 360 company, a leading provider of research, training and tools for Financial Advisors, broker-dealers, custodians and investment management firms across North America and the United Kingdom.
Founded in 1998, Advisor Impact conducts extensive, on-going research with Financial Advisors and Investors. In addition to on-going best practices research among Advisors, the company conducts a major Investor loyalty study called the Economics of Loyalty and draws on input from tens of thousands of Investors through the Client Audit, an out-sourced client feedback program designed to help Advisors improve profitability by enhancing client loyalty and revenue.
Jeff Marsden
Managing Director, Sales & Strategic Partners
Jeff has been an advocate for and advisor to the Wealth Management industry in North America since 1995. Prior to joining Accretive, he was the co-founder and Vice-President of PriceMetrix Inc., provider of leading scalable practice management solutions for Financial Advisors in North America.
Jeff also served in the past as Senior Consultant at The Taddingstone Consulting Group, a boutique strategic management consulting firm specializing in the Wealth Management Industry. There he led numerous projects covering investments distribution, investment manufacturing, growth strategy and organizational design.
David Finley
Managing Director, Strategy & Corporate Development
David started his career as an Investment Advisor at ScotiaMcLeod. His former roles include serving as Senior Vice-President, Advisor Services and Chief Marketing Officer of Wellington West, where he was responsible for the management and oversight of 117 Advisors and $8 billion in assets under administration.
He was also the founder and CEO of two independent boutique investment dealers, Affinity Investments (1994) and Clearsight Wealth Management (2003). Specializing in e-marketing-driven lead generation through affinity partnerships, they were sold to TD Financial Group and Wellington West, respectively.