Toolkit CRM

In this episode, Duncan MacPherson sits down with Dr. Karen Weisgerber, a seasoned expert with over 30 years of experience in wealth creation and inheritance. As a faculty member of the Institute for Preparing Heirs and a thought leader in wealth transfer and philanthropy, Dr. Weisgerber dives into the most pressing concerns facing affluent families today.

Key discussion points include:

1. How financial professionals can integrate legacy planning into their deliverables.
2. Strategies for effectively communicating wealth transfer processes to clients.
3. Practical insights for advisors to apply both professionally and personally.

Dr. Weisgerber’s extensive academic background, including a PhD and a postdoctoral fellowship in neuropsychology affiliated with Harvard University, lends unique depth to the conversation. This episode is a must-listen for financial advisors aiming to address the nuanced needs of wealth creators and their heirs.

Apple: https://podcasts.apple.com/us/podcast/bridging-wealth-and-legacy-preparing-the-next/id1591940149?i=1000683321392

Spotify: https://open.spotify.com/episode/5xFVI9VzeGp4PVg7Pb37aD?si=0f65c1b1b8594d31

iHeart: https://www.iheart.com/podcast/269-always-on-with-duncan-macp-88409192/episode/bridging-wealth-and-legacy-preparing-the-256126588

Next Gen Program starting March 2025: https://paretosystems.com/iph.html

In this episode of the Always On with Duncan MacPherson Podcast, Duncan sits down with Cathi Durrell, co-founder of Lavish Cards, to discuss the power of personalized gratitude in building lasting client relationships for financial advisors. Discover how sending customized cards to clients can enhance your client retention strategies, foster loyalty, and increase client advocacy.

Cathi shares insights from her 12+ years of experience in helping financial professionals use hand-crafted greeting cards to make a lasting impact with clients.

Tune in to learn:
 Why Thanksgiving cards can give your business an edge over competitors
 How to make gratitude part of your daily routine to deepen client relationships
 Real stories of financial advisors using gratitude to boost referrals and client advocacy
 The BRAG method: How Belonging, Recognition, Appreciation, and Gratitude drive client engagement
 A look at Lavish Cards’ One Card at a Time program designed for financial professionals

Apple: https://podcasts.apple.com/us/podcast/the-power-of-personalized-gratitude-building/id1591940149?i=1000670035492
Spotify: https://open.spotify.com/episode/449xV4WcDNvtTGxFH2fxwD?si=26dffbcfe1eb4f57
iHeart: https://www.iheart.com/podcast/269-always-on-with-duncan-macp-88409192/episode/the-power-of-personalized-gratitude-building-217913521