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.
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