M&A Mastermind: Smart Strategies for Growth
Includes Q&A - with Duncan
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Have you been thinking about buying another practice to fuel your growth? Or maybe you've heard about tuck-ins-bringing in smaller advisors to scale quickly. Either way, growing through M&A might sound like the perfect strategy... but how do you actually make it work?
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Building Deeper Client Connections
2024-09-26 • 4 min video

In this clip from Always ON, Duncan MacPherson and Cathi Durrell explore the profound concept of "saying it now," inspired by Walter Green's movement. Why wait until it's too late to express gratitude or appreciation? Financial advisors can deepen client relationships by acknowledging meaningful moments in real-time, creating lasting bonds. Duncan also highlights key insights from John Kralik's book, 365 Thank Yous, which emphasizes how small acts of gratitude can have a ripple effect, enriching both personal and professional relationships.

To learn more about Lavish Cards visit: lavishcards.com

Subscribe to Duncan MacPherson's Always ON podcast for more insights on building a high-touch client experience: paretosys.co/aodm

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