People are bombarded with hundreds of emails and messages daily.
In a world dominated by digital communication, you need to do something that stops your clients in their tracks. You have to snap them out of the trance… But how?
In this episode, Duncan MacPherson joins Cathi Durrell, owner of Lavish Cards, to discuss how to build intimate relationships through personalized, hand-made cards that your clients will treasure for years to come! Get ready to get at least one good idea to elevate your client experience.
They discuss:
- The emotional impact of receiving a surprise card
- Real-world examples of greeting cards serving as a bridge for referrals and advocacy
- Simple yet incredibly effective ideas for lumpy mail
- The use of AI in enhancing the card-sending experience
- Why greeting cards are a great way to connect with the next-generation
- And more
Related: The Substantial Financial Impact Advisors Can Realize Through a Structured Buyout