Description

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In this episode of "From Busy to Rich," hosts Wes Young and guest Dennis Moseley-Williams discuss how financial advisors can shift from transactional to transformational practices by focusing on client experience, deep personalization, and niche marketing. Dennis shares practical strategies for building meaningful relationships, leveraging small gestures, and using technology like AI to enhance client engagement.  

In today’s episode we will cover: 

• Transitioning from transactional to transformational financial advisory practices.  
• Enhancing client experience through personalization and meaningful relationships.  
• The significance of niche marketing and identifying unique client segments.  
• Utilizing storytelling and thoughtful gestures to deepen client connections.  
• The importance of creating memorable and engaging client experiences over mere efficiency.

Have a question for us to answer on the podcast? Let us know here!  

Check out additional resources at www.wesyounglive.com.  

Transform Learning Series - click here for information on how to sign up.   

Click here to learn more about Dennis!