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How to Create a Disney-like Client Experience in Your Business with Vance Morris

What can financial advisors learn from Disney’s world-class client experience? In this episode, Vance Morris—former Disney leader turned entrepreneur—shares how advisors can create “magical” client journeys that inspire loyalty, exceed expectations, and drive referrals. Drawing from his unique career path and Disney insights, Vance breaks down practical ways to transform everyday client interactions into unforgettable experiences.

Chris Reynolds, Executive Chair and co-founder of Investment Planning Counsel, is turning the page on what it means to build a better business.


Tune in to conversations with visionaries and financial advisors who have walked the path to success for ideas you can implement today.

How to Create a Disney-like Client Experience in Your Business with Vance Morris

If there was a Top 5 list of organizations that deliver the best client experiences in the world, there is one name I don’t think anyone could argue that wouldn’t be on that list: DISNEY. A 7-night Walt Disney World vacation for a family of four typically costs between CA$6,700-$13,700. For that kind of money, you can imagine where their expectations land - the trip better be nothing short of magical. And Disney delivers.


How can financial advisors do the same in their business? What can we learn from Disney and how can we deliver a magical client experience that gets our clients raving to others about their magical experience?


Here to talk about it today is Vance Morris. Vance is a speaker, coach, consultant and Founder of DSN Institute. He has had quite a journey: from working as a security guard to becoming a Disney leader to a bankrupt out-of-work executive to carpet cleaner to successful entrepreneur.


He’s known for showing how a sprinkle of Disney magic can totally transform customer service, even for businesses that feel more Dunder Mifflin than Disney World.


Get Vance’s 52 Ways to WOW Your Customers at http://wow52ways.com


Learn more about Vance at https://vancemorris.com/


Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca


Schedule a virtual coffee with me with the form on this page.        


Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast


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Cheers!

Chris

If you loved this episode, I’d appreciate it if you would follow Turning the Page on Apple, Spotify or whatever podcast app you use! If you found the information helpful, be sure to share it with another financial advisor who could use these words of wisdom!


Follow the podcast on Instagram at https://www.instagram.com/turningthepage_podcast/

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How to Create a Disney-like Client Experience in Your Business with Vance Morris

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