Do Business. Do Life. — The Financial Advisor Podcast — DBDL 094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships
Is it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients’ lives.
As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors stand out in a crowded market by moving beyond transactional relationships.
Many advisors fall into the trap of cookie-cutter service models, leaving clients feeling like just another number. This “race to the bottom” commoditizes your work and makes it easy for clients to leave for someone offering a lower price.
By emphasizing less marketing and more experiences, Dennis’s approach flips the script and will help you build a cult-like following with an unforgettable brand that truly transforms lives.
3 of the biggest insights from Dennis Moseley-Williams …
#1.) Sell Experiences, Not Services: Discover Dennis’ 6-step framework for designing transformative experiences that result in lifelong customers.
#2.) Find Your Big Idea: Use this simple yet powerful prompt to uncover your big idea and avoid simply copying your competitors.
#3.) Harness the Power of Rituals: Learn how intentional rituals, like those used by the Four Seasons, can foster client loyalty and belonging (PLUS a new ritual you should implement in your own practice immediately!).
SHOW NOTES
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DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.
The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.
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