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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Turning Clients into Advocates
2024-09-23 • 4 min video

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.

To learn more about Lavish Cards visit: lavishcards.com

Subscribe to Duncan MacPherson's Always ON podcast for more strategies on building a referable business: paretosys.co/ao_bb

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