Serious Shift: How Experience Staging Can Save Your Practice

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 Staging 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. Trust, transparency, engagement – these are not simply buzzwords of a new order. They represent the raison d’être of being in business, of forging strong relationships while reaping the results of one’s labors.

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 staging. Since 1997, his primary business goal and passion has been to help advisors create sustainable, predictable, and process-driven practices by integrating effective communications strategies and best business principles. He is founder of Dennis Moseley-Williams Strategic Consulting, specialists in helping organizations reach, connect with, and build innovative and positive relationships with their desired communities.