Developing a Professional Referral Network in 2024
Watch On Demand
Unlock the secrets to building a thriving professional referral network with Pareto Systems. Many advisors struggle to consistently secure referrals from influential professionals and rainmakers outside their client base.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Always On with Duncan MacPherson Podcast - Episode 23
2022-07-14 • 20 second read

Lavish Your Clients With Service with Cathi Durrell

In the current tech-absorbed world, imagine handwritten cards’ impact on your client experience. It adds a personal touch that other forms of client communication might lack!

In this episode, Duncan MacPherson joins Cathi Durrell, owner of Lavish Cards, to discuss how fee-for-service professionals can take their relationship management to the next level with fine-art greeting cards.

Cathi and Duncan discuss:

  • Actionable strategies that lead to client loyalty, client engagement, and client advocacy
  • How greeting cards reinforce your image as a goal-based professional 
  • What to do if you can’t find the time to send out personalized greeting cards
  • Unconventional card ideas to improve your branding
  • And more

Tune in now (or download it for later) by clicking here

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.