Driving Enterprise Growth
Includes Q&A - with Duncan
Tuesday, December 17th at 12 pm ET
For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
The Power of Gratitude
2024-09-18 • 4 min video

How Giving Creates Lasting Client Connections

Give your clients what they CRAVE Part 2

In this follow-up video, Duncan continues to explore the concept of giving your clients what they truly crave. You've likely heard that giving starts the receiving process, but this isn't just a business tactic"it's a universal principle. In a world where acts of kindness and acknowledgment are often overlooked, embracing the law of reciprocity can strengthen your client relationships and make a lasting impact.

Duncan shares examples like sending personalized Thanksgiving cards, highlighting Lavish Cards as a valuable tool to elevate your client engagement. Small, thoughtful gestures like these make a big difference, reminding clients that you care about them and what matters to them. He also discusses how gratitude and positivity can shift your entire business culture, helping you connect on a deeper level.

Key Insights:

  • Discover the impact of random acts of kindness and how they strengthen client loyalty.
  • Learn how to incorporate gratitude into your standard operating procedures.
  • Why acknowledging your clients' lives and achievements makes you fee-worthy.

He'll be diving deeper into these themes on an upcoming podcast, but for now, focus on humanizing your branding strategy and creating a culture of positivity and acknowledgment.

Check out Lavish Cards (lavishcards.com) for more ideas, and let's continue to activate gratitude in your practice. Thanks for watching!

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