Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.
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Always On with Duncan MacPherson Podcast - Episode 23
2022-07-14 • 20 second read

Lavish Your Clients With Service with Cathi Durrell

In the current tech-absorbed world, imagine handwritten cards’ impact on your client experience. It adds a personal touch that other forms of client communication might lack!

In this episode, Duncan MacPherson joins Cathi Durrell, owner of Lavish Cards, to discuss how fee-for-service professionals can take their relationship management to the next level with fine-art greeting cards.

Cathi and Duncan discuss:

  • Actionable strategies that lead to client loyalty, client engagement, and client advocacy
  • How greeting cards reinforce your image as a goal-based professional 
  • What to do if you can’t find the time to send out personalized greeting cards
  • Unconventional card ideas to improve your branding
  • And more

Tune in now (or download it for later) by clicking here

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