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In this episode of the Always On with Duncan MacPherson Podcast, Duncan sits down with Cathi Durrell, co-founder of Lavish Cards, to discuss the power of personalized gratitude in building lasting client relationships for financial advisors. Discover how sending customized cards to clients can enhance your client retention strategies, foster loyalty, and increase client advocacy.
Cathi shares insights from her 12+ years of experience in helping financial professionals use hand-crafted greeting cards to make a lasting impact with clients.
Tune in to learn:
- Why Thanksgiving cards can give your business an edge over competitors
- How to make gratitude part of your daily routine to deepen client relationships
- Real stories of financial advisors using gratitude to boost referrals and client advocacy
- The BRAG method: How Belonging, Recognition, Appreciation, and Gratitude drive client engagement
- A look at Lavish Cards’ One Card at a Time program designed for financial professionals
This episode is full of actionable strategies to humanize your client experience, foster stronger client loyalty, and generate organic referrals.
Related: Attract, Don’t Chase: Mastering Client Acquisition and Stewardship