
Dennis Moseley-Williams
Founder of DMW Strategic Consulting, a firm specializing in client experience marketing and strategic sales for financial advisors and related professions.
Best podcasts with Dennis Moseley-Williams
Ranked by the Snipd community

5 snips
Dec 3, 2024 • 25min
Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea’
Dennis Moseley-Williams, founder of DMW Strategic Consulting, dives into the transformative power of big ideas in financial services. He emphasizes how advisors can cultivate loyalty by creating a strong sense of belonging among clients. The discussion reveals how modern value comes from experiences rather than commodities, advocating for a shift towards impactful client relationships. By focusing on niche markets and fostering personal connections, advisors can nurture deeper bonds, ultimately enhancing their practice.