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.
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How to Humanize Your Culture
2024-09-16 • 3 minute video

Strengthening Client Relationships Through Authentic Acknowledgment 

In this video, I share a concept that's been incredibly effective for the fee-for-service financial professionals I coach: humanizing your culture by genuinely noticing and honoring what's going on in your clients' lives. With the world becoming more self-absorbed, I've noticed that clients crave a sense of belonging and deeper relationships.

I break down my CRAVE framework - Celebrate, Recognize, Acknowledge, Validate, and Encourage - to show how these simple actions can transform client relationships. I also offer practical tips, like sending personalized cards and creating a Chief Noticing Officer role, to help you build lasting connections and become truly fee-worthy.

These small gestures can make a huge difference, and in this video, I'll show you how to make it a standard practice in your business.

What You'll Learn:

" How to create a client-first culture by recognizing their personal milestones.
" The importance of gratitude and how it strengthens loyalty.
" Why sending a card can be one of the most powerful tools in your toolkit.

If you're looking to humanize your client relationships and elevate your practice, this is a great place to start. Thanks for watching, and let's continue to activate a higher level of gratitude.

Learn more about Lavish Cards: lavishcards.com

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