Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients.
Because an experience unlike any other is the difference between a one-time sale and a lifelong client.
You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative.
And, they can’t wait to tell their friends and family about it.
Fortunately, Dennis Moseley-Williams is a client experience guru and explains how to elevate your client experience to create raving fans and grow your business.
You’ll Learn:
- Why efficiency is the executioner of experience
- Why all advisors need a secret belief to share with clients
- The important distinction between service and experience
- Lessons about the client experience from The Ritz-Carlton
- A social media experiment to enhance the client experience
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