Serious Shift: How Experience Delivery Can Save Your Practice by Dennis Moseley-Williams

In Serious Shift, Dennis Moseley-Williams examines why it is important for financial advisors to deliver a unique and memorable experience to clients and prospects so that they may become advocates. But in order to get started, the advisor must overcome the resistance to change and inspect the reasons for being in business in the first place. Experience processes are described in depth.

When it comes to revenue growth, today’s marketplace can challenge financial advisors in ways that didn’t exist all that long ago. Regulatory changes, diminishing profit margins, evolving technologies and shifting client expectations are some of these new pressures. Add the ease with which one can now switch advisors and acquire products and information online, and one comes to the following conclusion: the only unique competitive advantage is the exceptional experience an advisor can create for his or her clients.



Very successful advisors (VSAs) know this. They understand that clients are looking for a consistent, memorable and meaningful experience, one that makes the client feel listened to and cared for. They know they must be fully aligned with their clients when it comes to respect, trust and shared purpose. It’s a tall order but a vastly rewarding one, and it’s absolutely achievable with determination, discipline and method.



In Serious Shift: How Experience Delivery Can Save Your Practice, Dennis Moseley- Williams examines the attributes and behaviors of VSAs, showing that the transition begins with changing – or shifting – one’s attitudes and expectations in order to live a life less ordinary. He addresses the obstacle of resistance to change and ways to overcome it. Step-by-step, he describes the processes that can transform one’s practice into an experience-driven enterprise built on trust and advocacy.



Dennis Moseley-Williams is an internationally known speaker and consultant to the financial services industry, specializing in the areas of practice management, best business principles and experience delivery. He is founder of Dennis Moseley-Williams Strategic Consulting.

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About Dennis Moseley-Williams

Dennis Moseley-Williams is an internationally known speaker and consultant to the financial services industry, specializing in the areas of practice management, business development and experience delivery. Since 1997, his primary business goal and passion has been to help advisors create sustainable, predictable, and process-driven practices through the integrated application of effective communications strategies and best business principles.



He is founder of Dennis Moseley-Williams Strategic Consulting, an innovative practice management company that helps organizations reach, connect with, and build sustainable positive relationships with their desired communities.