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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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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