Unlock Your Freedom:
5 Years to a Work-Optional Lifestyle
Includes Q&A
Watch On Demand
Join Duncan MacPherson, CEO of Pareto Systems, in a compelling webinar that lays out a clear, step-by-step roadmap to achieving a work-optional lifestyle in just five years.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
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

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.