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.
- 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
Related: Looking to Your Liquidity Event