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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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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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