Why the Future of Financial Services Isn’t Financial

In this highly commoditized financial industry, selling excellent investments or advice isn’t enough.

So, what are clients looking for? You’re about to find out!

In this episode, Matt Halloran talks to Dennis Moseley-Williams, the founder of Dennis Moseley-Williams Strategic Consulting and a certified expert in the experience economy. Dennis shares unconventional ways for advisors to make their client experience highly memorable.

Dennis discusses:

  • How to make your office feel like an immersive theatre to clients
  • Four questions that advisors can ask every client to enhance their experience
  • Powerful tips for elevating the client experience before it even begins
  • Strategies that cultivate fierce client loyalty
  • And more