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Ep12 - Why Advisors Who Create Transformative Client Experiences Get Better Outcomes with Dennis Moseley-Williams
Dennis and Chris discuss why the client experience is the key to success as a financial advisor.
Uncover the difference between client experience and client service, how to stage memorable engagements for every client, and how technology is influencing the client experience.
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.
Dennis Moseley-Williams is a certified Experience Economy Specialist - and only one of two in the financial services field. A sought-after keynote speaker, and author of Serious Shift: How Experience Staging Can Save Your Practice, Dennis joins Chris to discuss why selling investments and advice is not enough to guarantee success as a financial advisor. The key, he argues, lies in staging experiences when you interact with clients. Dennis shares standout examples and explains how you too can stage memorable experiences that can lead to better business outcomes.
Listen in to learn:
- The difference between client experience and client service and what this distinction means for your business.
- Why you should begin every interaction with a desired ‘emotional outcome’.
- How technology is influencing the client experience
Chris challenges advisors to think about how they are creating exceptional client experiences by asking themselves what they would do differently if they were charging admission.
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Ep12 - Why Advisors Who Create Transformative Client Experiences Get Better Outcomes with Dennis Moseley-Williams
