Aside from a prospectus, product brochure or statement, your business has become extremely virtual and complex. Adding tangible tools to your approach helps remind both your affluent clients and your prospective clients that there are two types of advisors – salespeople and consultants – and what the differences between the two are.
In this episode, Duncan MacPherson joins Cathi Durrell, owner of Lavish Cards, to discuss how one of the best strategies a fee-for-service professional can do to take their relationship management to the next level.
Cathi discusses:
- 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
Resources:
Connect With Duncan:
- Pareto Systems
- 1.866.593.8020
- Schedule a Call
- Duncan on LinkedIn
Connect With Cathi:
Promotions:
- The Blue Square Toolkit™ by Pareto (Start your 14-day free trial today!)
- ProudMouth – Be Your Own Loud
About Our Guest: Cathi Durrell, along with her husband Glen, who is a professional photographer, are the owners of Lavish Fine Art Cards, a company they co-founded 11 years ago. Lavish has grown extensively over the past 11 years and specializes in catering to the bespoke communication needs of their clients. The entire crew at Lavish are committed to creating and supplying the highest quality greeting cards. In her spare time, Cathi enjoys travel and exploring “the back-roads” with Glen, in search of the next image for Lavish.
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