Watch Dennis Moseley-Williams' presentation on the Experience Economy from COS.
The Powerpoint
Here is the power point presentation from Dennis Moseley-Williams
Advisor Legacy
Re-watch Mike Walters' presentation on USA Financial's Legacy Collection Introduction from COS.
16 WAYS TO ENHANCE THE CLIENT EXPERIENCE WHITEPAPER
16 WAYS FROM SUNDAY EPISODE 18
Continue the conversation with Dennis Moseley-Williams in this episode of 16 Ways from Sunday. Mark asks specific questions regarding shifting your practice from a service to a shareable experience.
In the first episode of Advisor Elevation, Matt explores 25 different ideas for you to elevate and improve the client experience you create when it comes to the events you host.
Season 2 of Advisor Skinny is all about business value and alignment. Dig dip into business valuation, and start with episode 1, where Mike covers beginning the process, engaging professionals to help and mistakes to avoid.
For the next month your clients will get together with friends and family, will they be talking about you? What will they say? Commoditization isn't forced on you, it's a choice and the penalty you pay for being unremarkable.
