Hi, we are Dennis and Tom
Your Experience Economy Experts and Guide to the Serious Shift
The biggest question we keep getting is "how do I go from being a good financial services practice to a great one? Where we do less chasing and more serving?"
The answer is easy, the execution takes a plan and patience.
This is why we are providing this FREE Webinar, to help you get a plan in place to start attracting and retaining your amazing clients because you decided to finally put a strategy in place that makes your business truly matter beyond financial advice.
In the 5 Stages Webinar-
You Will Learn How To
Create a plan to integrate better experiences into your practice
Improve your brand awareness and differentiation
Design an Experience Economy model that drives new revenue
COUNT ME IN
January 13th, 2021 - 3 PM EST
w/ Dennis Moseley-Williams & Tom Frisby
What People Say
Tom helped us put proper purpose and theme behind the client experience and helped create a seamless experience for our clients. We’ve found this to be invaluable, especially our onboarding of new clients. This great client experience has led to more client referrals and opportunities for our team.
Ryan E, CANADA