Turning Clients into Advocates

By Pareto Systems 09-23-24

BRAG framework"Belonging, Recognition, Appreciation, and Gratitude

How to Turn Clients Into Advocates Using BRAG | Always ON Clip - Ep. 64

In this clip from "Always ON with Duncan MacPherson" Duncan introduces the BRAG framework"Belonging, Recognition, Appreciation, and Gratitude - to help financial advisors foster deeper client relationships and turn clients into advocates. Learn how creating a sense of belonging, recognizing important moments, and showing appreciation can elevate your practice and drive client loyalty. This proven strategy balances high tech with high touch to meet the growing need for safe harbor in financial advising.

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