From Advisor to CEO
Includes Q&A - with Duncan
Tuesday, December 13th at 12 pm ET
There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.
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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

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