Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Ep 114: Why Creating A Great Client Experience Is About More Than Just Great Service with Dennis Moseley-Williams

Ep 114: Why Creating A Great Client Experience Is About More Than Just Great Service with Dennis Moseley-Williams

FromFinancial Advisor Success


Ep 114: Why Creating A Great Client Experience Is About More Than Just Great Service with Dennis Moseley-Williams

FromFinancial Advisor Success

ratings:
Length:
115 minutes
Released:
Mar 5, 2019
Format:
Podcast episode

Description

Dennis Moseley-Williams is the founder of DMW Strategic Consulting, a boutique consulting firm that works with financial advisors to help them design and deliver a great client experience. Not simply focused on how to improve client service, Dennis studied under Joseph Pine, co-author of the seminal book The Experience Economy, and is trained in applying the book’s concepts specifically to the domain of financial advisors. In this episode, Dennis breaks down the difference between simply giving better service and a creating truly distinct experience. Listen in to learn what practical steps you can take to start adapting your firm toward improving client experience, how to more effectively target who you want to serve, and so much more. For show notes and more visit: https://www.kitces.com/114 
Released:
Mar 5, 2019
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.