Finish Strong in 2024: Build Momentum for a Powerful 2025
Includes Q&A - with Duncan
Tuesday, October 22nd at 12 pm ET
As 2024 winds down, Q4 is the perfect time to position yourself for a strong finish and set the foundation for an even more successful 2025. Join me for this exclusive webinar where I'll share four actionable strategies that I've refined over the years, all designed to generate results quickly and predictably.
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Building Deeper Client Connections
2024-09-26 • 4 min video

In this clip from Always ON, Duncan MacPherson and Cathi Durrell explore the profound concept of "saying it now," inspired by Walter Green's movement. Why wait until it's too late to express gratitude or appreciation? Financial advisors can deepen client relationships by acknowledging meaningful moments in real-time, creating lasting bonds. Duncan also highlights key insights from John Kralik's book, 365 Thank Yous, which emphasizes how small acts of gratitude can have a ripple effect, enriching both personal and professional relationships.

To learn more about Lavish Cards visit: lavishcards.com

Subscribe to Duncan MacPherson's Always ON podcast for more insights on building a high-touch client experience: paretosys.co/aodm

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