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How Did We Get Here?How Did We Get Here?30. From Marketing Noise to Meaningful Work with Dennis Moseley-WilliamsWhat if the real reason people hire you has nothing to do with money?In this conversation, keynote speaker Dennis Moseley-Williams shares how his background in anthropology shaped a completely different approach to financial advising and business building. He explains why clients crave fulfillment, connection, and transformation more than they care about financial metrics.For Dennis, rejecting traditional business models, focusing on fairness, and creating memorable client experiences has helped him build a practice people want to be part of. He also shares why we are now living in a transformation economy, where doing work...2025-05-0844 minThe Human Side of MoneyThe Human Side of Money134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-WilliamsFinancial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients.  Because an experience unlike any other is the difference between a one-time sale and a lifelong client. You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative.  And, they can’t wait to tell their friends and family about it. Fortunately, Dennis Moseley-Williams is a client experience guru and explains how to elevate your client experience to create raving fans and grow your business. You’...2025-03-131h 48Do Business. Do Life. — The Financial Advisor Podcast — DBDLDo Business. Do Life. — The Financial Advisor Podcast — DBDL094: Dennis Moseley-Williams - The Secret to Building Lifelong Client RelationshipsIs it possible to create lifelong clients who are obsessed with your brand? Dennis Moseley-Williams says yes—but only if you stop selling products and start creating experiences that truly change your clients’ lives. As a thought leader in the Experience Economy and founder of DMW Strategic Consulting, Dennis has helped countless financial advisors stand out in a crowded market by moving beyond transactional relationships.Many advisors fall into the trap of cookie-cutter service models, leaving clients feeling like just another number. This “race to the bottom” commoditizes your work and makes it easy for clients t...2024-12-1148 min20/20 MONEY20/20 MONEYRevisiting the customer experience journey in a post-COVID economy with Dennis Moseley WilliamsWelcome to this episode of 20/20 Money! My guest on today’s show is Dennis Moseley Williams. Dennis joins me to revisit the importance of the customer experience on the success of your practice. He shares the five phases of the patient experience and how to think differently about the way you engage your patients in your practice. I really love having these conversations because of how important the patient experience is to the financial success of a practice. When we talk with our clients or other OD owners around the country and ask them what they feel makes their pr...2024-08-1957 minGraventownGraventownEpisode 58: Interview w/ Dennis Moseley-WilliamsPals - I've had  this episode simmering slightly on the backburner for a while but  it's finally braised and ready to be plated for your mental pleasure. Dennis  Moseley-Williams  has been described as  dangerously funny and wickedly smart. He is not only an outstanding presenter, but he’s also an outstanding person as well (and I can attest to that as he has become a great friend).  He has integrity, honesty and cares about his position and the people he works with.  He provides easy-to-understand ways for improving the strategy for your business. Also  - much like me as  a music mak...2024-03-1553 minAFO|Wealth Management ForwardAFO|Wealth Management ForwardThe Experience Economy w/ Dennis Moseley-WilliamsIn our latest episode, Rory interviews keynote speaker and customer experience thought leader Dennis Mosley-Williams, the founder of Dennis Moseley-Williams Strategic Consulting, and co-founder of the Serious Shift Community. Discover insights from their discussion on the McKinsey study regarding the future of advice, and learn how advisors can evolve beyond traditional financial planning to become advocates for their clients by considering their overall well-being. This episode explores the shift from providing services focused on saving time and money, to creating experiences centered around meaningful time well spent. It emphasizes the importance of changing one's mindset from “What I want my...2023-10-051h 09Great AspirationsGreat AspirationsThe Business of Experience: How Dennis Moseley-Williams helps financial organizations create transformative experiences for clients.Welcome to Season 2 of Wealthspire Advisor’s podcast, Great Aspirations. This season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience. Episode 1 features an interview with Dennis Moseley-Williams, a certified expert in the experience economy. Dennis helps organizations understand that customer experience is the predominant economic offering in the world today — as distinct from services as services are from goods. IMPORTANT DISCLOSURE INFORMATION Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of N...2023-07-2439 minFinancial Planning For Canadian Business OwnersFinancial Planning For Canadian Business OwnersExperience Economy with Dennis Moseley-Williams | E098On today's episode, Jason is going to talk to Dennis Moseley-Williams. He is a well-known speaker in the financial advisor circuit who talks specifically about how advisors should transform their business to be based on experiences that deliver true value and enlightenment and transformation to clients. Episode Highlights:1.47: Dennis and his partner Tom and own a small boutique firm and we work predominantly in the financial services industry, helping practices, financial planning practices, create more client value by innovating around customer experience and design and layout. 03.28: Most people in business confuse service with experience. Service is...2023-03-0234 minThe Guest Experience ShowThe Guest Experience ShowThe Desired Emotional Outcome of Your Guest Experience (Dennis Moseley-Williams)Dennis Moseley-Williams is an Experience Economy expert. In this interview, Dennis walks us through the progression of economic value, and focuses specifically on the difference between service and experience. While service is defined by saving guests time, experiences are about making the time well spent. Specifically, what exactly is the product that your guests are buying? In the attractions industry, you don’t quantify the value of the experience based on how much the guest has done, but rather how they feel at the end of it. Dennis presents a compelling case that your experience focus should be based on...2022-01-0531 min20/20 MONEY20/20 MONEYCompletely Rethinking the Patient Experience with Dennis Moseley WilliamsWelcome to a “Rewind” episode on 20/20 Money! I wanted to bring this episode back because I believe there’s a lot of “evergreen” material in this conversation that’s worth revisiting for practice owners. My guest on this episode (released in late 2020) is Dennis Moseley Williams. Dennis is one of a few certified experience economy experts and his sincere passion and mission is to help business owners understand the importance of the customer experience and why it’s increasingly influencing where consumers spend their dollars.   In this far-reaching conversations, Dennis explains why it’s so important to unde...2021-11-081h 12Smart Man, Smarter Woman PodcastSmart Man, Smarter Woman PodcastEpisode 51: Dennis Moseley-Williams - How To Design A Customer Experience Like No OtherGold Nuggets in this Episode: “Time is the ultimate status symbol.” “Clients measure value differently. What we too often call customer experience, when we’re working on customer experience, we’re actually working on customer service.” “Service is designed to save clients time and effort. Experience is about creating time well spent.” “What do the best brands in the world have in common? People don’t buy from them, they buy into them.” “If anyone expects to recover, you must be staging an experience. Your in-store experience has to be worth me paying a ticket to get in.” “Even experiences are commodi...2021-04-2941 min20/20 MONEY20/20 MONEYCompletely Re-thinking the Patient Experience with Dennis Moseley WilliamsOn this episode of 20/20 Money, my guest is Dennis Moseley Williams. Dennis is one of a few certified experience economy experts and his sincere passion and mission is to help business owners understand the importance of the customer experience and why it’s increasingly influencing where consumers spend their dollars. In this far-reaching conversations, Dennis explains why it’s so important to understand the difference between service and experience, the 5 stages of the customer experience, 4 questions you should ask to “move the experience dial” in your practice, what you can learn from Apple and Starbucks in your practice...2020-12-211h 12Money School PodcastMoney School PodcastApplying the Marketing Genius of Starbucks to Our Businesses w/Dennis Moseley WilliamsSome brands just market products, while other brands are powerful movements, and there’s a reason for this distinction. What separates brands like Starbucks, Nike and Apple from their competitors isn’t the products they sell. The reason they have billions of loyal fans and customers is the personal feelings people associate with them, and the worldview they stand for.    Even though it seems unlikely at first glance, this is something we can do in our own real estate investing business. We can elevate ourselves beyond being a commodity, and attract investors by focusing on the ex...2020-10-0144 min9 Minutes of Creative Wisdom9 Minutes of Creative Wisdom#76 - Dennis Moseley-Williams talks success is all about executionDennis Moseley-Williams is the Founder of Dennis Moseley-Williams Strategic Consulting, Author, and Blogger. We discuss doing what you love, the importance of embracing the money side of your business, and success is all about execution.  Check out Dennis' work at https://moseleywilliams.com/ Let's connect! Best place to find me right now is on LinkedIn www.linkedin.com/in/olga-kirshenbaum/ Check out my blog at www.ragstorichesconsulting.com/blog for money insights --- Support this podcast: https://podcasters.spotify.com/pod/show/olga-kirshenbaum/support2020-09-0108 minMaximum AdvisorMaximum AdvisorHow To Be A Winner In The Experience Economy with Dennis Moseley–WilliamsChip Munn is joined by this week’s guest, Dennis Moseley Williams. Dennis is an internationally known consultant, motivational speaker, author, and founder of DMW Strategic Consulting. Dennis is a limitless resource on the subject of the experience economy and its relevance to the financial services world.Chip and Dennis kick off the segment by reviewing the definition of the experience economy and how it differentiates from the service aspect when relating to clients or customers. Dennis explains, “Experience is designed and staged to create time well spent, to create engagement, delight all based on personalization and ulti...2020-08-0450 minHow\'d it Happen?How'd it Happen?Dennis Moseley-Williams, Strategy Expert, Shifting Brands into Experiences – Episode 108Dennis Moseley-Williams is the founder of DMW Strategic Consulting. He’s also an author and published the book Serious Shift, starting a movement for those of us who are determined to make meaningful, positive and lasting change in our life and business. Dennis’ company works with entrepreneurs and business owners around the world who are looking…Continue reading ➞ Dennis Moseley-Williams, Strategy Expert, Shifting Brands into Experiences – Episode 108The post Dennis Moseley-Williams, Strategy Expert, Shifting Brands into Experiences – Episode 108 first appeared on Mike Malatesta.To Connect with Mike: Website LinkedIn2020-07-301h 12The Serious Shift PodcastThe Serious Shift PodcastPodcast 127: A Four Letter Code To Sell AnythingWhat makes something cool? It has something to do with being in the exact right spot between familiar and surprising. There is a fine line between trendy and looking ridiculous, and believe me I have crossed it. This one guy, Raymond Loewy had it figured out. You might not know his name but you know his work. He designed a lot of very familiar things that you know such as the Coca Cola bottle, Lucky Strike Cigarettes, a cool car or two, Air Force One and he was even brought in to consult on Skylab. Raymond Loewy had a simple...2020-07-2400 minThe Serious Shift PodcastThe Serious Shift PodcastPodcast 126: Old Habits versus New HabitsThe problem with bad habits is that they die really hard. Habits hang on, which is why it is such a benefit to develop some good ones. A few months ago, I had a successful business and then it all ended. Suddenly, while I was standing in my kitchen 12 hrs before a flight to keynote a conference and speak to 400 people in Miami, I got an email and since that moment everything changed. What I realized the other day is that I have the habits of a sports dynasty. I need to let those habits and that identity go and...2020-07-2200 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 125: Shopping Experience or Buying Experience?There’s a difference. When you are buying something, you are meeting a need. You are buying something, and you probably already know what that something is. But shopping is different. Shopping is about discovering you might have a need, and being interested enough to explore it. Successful shopping is about discovery. What are you helping your clients discover? When we buy stuff – like a trip to the drugstore to restock your medicine cabinet, we value time saved, we hope for a quick moving line so we get out of the store as quickly as possible, but when we shop it’s...2020-07-0800 minThe Serious Shift PodcastThe Serious Shift PodcastBlog 124: Are You Finding What You’re Looking For?Most humans share the same social anxieties about showing up and in a place where you are the stranger, where you are unknown. From an evolutionary perspective, strangers and strange places represent danger. The opposite is also true. Strangers are also an opportunity, to learn, to connect and to make new connections, to create community that benefits everyone. My experience tells me that what you find is what you seek. If you expect to find rejection and disinterest you’ll find it. Conversely, all I ever find are people who need me as much as I need them. That’s who...2020-07-0200 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 123: Do You Love it Enough?Not what you do, or what it does but the idea itself. Do you love your idea so much that your excitement and complete enthusiasm is infectious? What is it about not what you do, but how you do it that you know people are going to go crazy for? Before everyone loves it, you have to love it and everyone else has to know it. Love is all in. Thank you, Dennis Moseley-Williams2020-07-0200 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 122: Be Worth the TimeWhen you’re in a rush, an uber driver with local knowledge and a convenient short cut is worth the extra tip. When you’re in a rush, a quick-thinking waiter who can seat you and serve you and quickly get you back out the door is worth the extra tip. Seems to me that saving time is worth some money. But are we missing something important? When you’re worried about someone you love in a hospital, the extra few minutes are worth a lot. When you are working with your teacher, who is helping you understand something important, the ex...2020-07-0100 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 121: Game ShowDoes it feel like you’re on a Game Show? My kids like watching a reality tv show about making desserts. Like all game shows this one follows a predictable pattern with all the bakers facing off on a series of competitions where they not only compete against each other, but they also compete against the clock. And like all game shows, there can be only one winner. This got me thinking … We are not living in a game show. We hyper celebrate the people who get it right while we ignore the people who admit mistakes and try again. When...2020-07-0100 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 120: Where is Your Client Going?When your clients leave your office, where do you want them to go? This was the question I asked an advisor the other day who is struggling with his “why.” They should be so motivated to do what? Go home? Go to lunch? Go take a nap? Go back to work? Go wait for you to call in 90 days? Go watch the business news and market commentary? What I’m really asking is … What do you inspire them to do? Who do you inspire them to become? When you know where they should want to go, you’ll know what business y...2020-07-0100 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 118: Office or Stage?Do you need an office or a stage? Most of us have settled into a new work routine from home. The early jitters have mostly settled themselves down and based on my very unscientific research which is almost entirely based on personal conversations with friends and clients, we seem to like it this way – working from home that is. We like it, our staff likes it and our clients like it too. We have all discovered the benefits of avoiding a commute, feeling fresher and having a little more control of our 9-5 existence. As it happens, it is good fo...2020-07-0100 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 119: Lean Into ItProblems. Lean into them, away from them or run away? There are three ways to solve a problem, and two of them work. The best way to solve a problem – especially a scary complicated one – is to lean into it. Don’t fear it. Sit with it. Feel how scary it is. Don’t get frustrated when the solution doesn’t present itself or when your solution falls apart. It’s not a problem, it’s a puzzle. Learn to love the puzzle and the process of solving it. Start with the boarders … Leaning away from it never works. There are a lot of peo...2020-06-3000 minThe Serious Shift PodcastThe Serious Shift PodcastBlog 117: Where Do You Compromise?ou will be tempted from time to time to do a little less than you could. You will be tempted to hold a little back, so little in fact that nobody will notice. The idea is that if by holding back just a tiny little bit, compromising the impact of your work, in enough tiny little places, that all those tiny little adjustments will add up to a tidy profit. A tidy profit is more than a little tempting. The problem is pretty obvious. Someone always notices, and some people even get offended and some of them leave and never...2020-06-3000 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 116: The Short listEvery industry has a short list. There is a short list of directors that Steve Spielberg has on speed dial. There is a short list of session musicians that Mick Jagger would want to work with. How do we get on the short list? Being on the list is important, your fees go up, you spend less time attracting business and more time weighing opportunities. Its easy to tell yourself that its all based on merit – the funniest commedians get on The Tonight Show, the most impactful and insightful speakers get invited to present. This isn’t true. Sure, you need...2020-06-3000 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 115: Caprice ClassicEveryone wants to make a big splash, but I wonder if everyone is willing to make a big enough leap, to take enough risk to do something that is worth noticing, getting excited about and sharing? When you share a really good idea – an idea that is going to make an impact, you should expect your audience to say “I don’t get it” or “explain it to me.” These are the only two things you should hope to hear. When someone gets it right away, it’s because they got it already and they already know where they can get it again...2020-06-3000 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 114: A Lesson From Steve JobsSuccessful marketing starts at the beginning when you answer these two critical questions. Who is this for? What change does it help create? This means that before you start to do anything, your first seek to understand who your client is today and more importantly who your customer wants to be tomorrow. Steve Jobs once famously said that everything at Apple was guided by this question – “Where can we take the customer?” When you start with the products and then try to figure out why people will care about it you’re selling, not marketing. Who is it for? What change d...2020-06-2900 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 113: Drip, Drip, DripWe love to believe in the big splash, the once in a lifetime opportunity, the chance meeting that changes everything. We like to believe in these things because it gives us an excuse to wait. To wait to be discovered, or for the offer or the time to be right. Waiting for a miracle is a lot more compelling than working for chance. The truth is, the reason we can all tell a story about a big splash, or an overnight success story is because they stand out. Miracles are miracles by definition, because they almost never happen. Usually success...2020-06-2900 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 112: Michigan J. FrogAt some point everyone who wants to build an audience will have to make the difficult decision to try something that might not work. Or, you can choose to never take a risk by doing work that is so predictable that it lies outside the possibility of criticism. The Peanut Butter Sandwich is a great example of this – it works, it has forever, everyone knows what it is and if someone is hungry and you hand them one they probably won’t complain. If they are hungry enough, they might even thank you. This fear of doing something original, or losi...2020-06-2900 minScrew the NaysayersScrew the NaysayersEps 274 Invest Your Past In Your Future | Dennis Moseley WilliamsDennis Moseley-Williams is the founder of DMW Strategic Consulting. He’s a husband and a father, a guitar player, a mogul skier, a summer slacker, an author, a blogger, and a passionate entrepreneur.  Dennis is one of only two certified Experience Economy experts working in the financial services industry globally. The other is his business partner. Dennis’s company works with entrepreneurs and business owners around the world who are looking to make life and business a better place. Dennis is a much in demand global speaker and a self-described optimist who says that he can t...2020-06-2900 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 111: Keep Showing upThree Steps to building a great tribe. First, create content constantly that will help your clients. Second, don’t focus on who are you are not reaching, just worry about the people who are paying attention. Finally, show up every single day. Trust your audience, if you keep showing up so will they, and they will bring a friend to the show. Thank you, Dennis Moseley-Williams2020-06-2600 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 110: Stay At It10 days ago you decided to lose some weight. You have been minding yourself, watching your calories and changing your habits. So far so good. But this morning you woke up and you’re still fat. Life can be so miserably unfair. This is called “Changing your life for the better for the long run.” Stay at it. Your child struggles at school. You help with homework every night and sometimes you are pretty sure that for every step forward you take two steps back. I have been there. This is called ‘Being a parent.” Stay at it. You are tired of the sta...2020-06-2500 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 109: The Beaten PathThe biggest fantasy that entrepreneurs, small business owners and creators believe is that if you create something excellent to share, that people will beat a path to your door. This simply isn’t true. The Beaten Path doesn’t happen to you, you build it. You build it by identifying the people who are already predisposed to want it. Over time, an engaged tribe is the easiest way to build your audience. One engaged tribe member at a time. Trying to convince people who are not convinced to be convinced is selling, and you’re not a salesperson. At least I hope...2020-06-2200 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 108: Persistence ...Anyone can weather a big bad storm. Stop moving, shutter the windows, if you have to move to the basement and wait it out. Trust us on this we’re Canadians and weathering storms (and driving through them) is our thing.   An adversary that isn’t so obvious as a big storm, or a pillaging pack of Pikers isn’t so easy to defeat. A persistent enemy that is willing to take an inch from you every day will eventually, given enough time, take you over.   The good news for you is that persistence works both ways. What you ca...2020-06-2200 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 106: Best Principles or Best Practices?When you want to get better, it makes a lot of sense to study the best in your field. By learning what the very best do, you can adopt their best practices apply them your own plan. However, a lot of people overlook the value of studying the best from other fields. When you want to get even better, it makes a lot of sense to study the best in other fields. By learning what the very best in other fields do, such as - Coffee shops, Hotels, Banks, Libraries, Engineering/Accounting/Financial Planning firms, Liquor companies, Publishing, Education and … Po...2020-06-2200 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 107: Would Your Work be Missed?When you are trying to figure out how effective your marketing is, there are a lot of different data points that you can measure. Clicks, requests, conversion rates, time spent engaged with your content. Of course the very best measurement would be this one – If I stopped showing up, who would care? Who is going to miss it and how do they let you know. Whatever you do is what you do, and you are probably not the only person doing it. There are lots of other people who know what you know, and are willing to help. But would th...2020-06-2200 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 105: The 80/20 RuleThe 80/20 rules tells us that 80% of our revenue will stem from only 20% of our clients, and form only 20% of our activities. Consider how much better off every business owner would be if they spent 80% of their time on those 20% activities that do all the good. In the blog I share a personal story form my own life, here are the three serious shifts. Know what business you are really in, and to figure it out answer these questions: This business I am in, when someone buys/uses/experiences my offering, what happens? What is the benefit for them? Whom specifically...2020-06-2200 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 104: Find your PeopleWe all know that you can’t be all things to all people but we are less clear on how to do it. Start by shifting your thinking about 3 key points: Find your people. When you sell average things to average people, who want an average solution and are not interested in anything rare or special then you are stuck competing on price and service. Instead find your people, those who will appreciate your perspective, your effort and point. Great work makes a point, it touches your clients and they miss it when it’s gone. Average people don’t care a...2020-06-1900 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 103: Facts of StoriesSummary: Having all the facts on your side is great, but it isn’t always enough to win the sale or the argument. Great businesses and brands understand that the facts should support your great story, not be the story. When you become a story that people want to hear again, you become a story that they want to be a part of. Thank you, Dennis Moseley-Williams2020-06-1900 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 102: Old You - New YouWhen everything that could go wrong does go wrong you will most likely be the one required to fix it. You will feel a pull between the Old You and the current New You. The New You will be the loudest voice in your head, equal parts certain and uncertain with conflicting opinions about what should be done now, tomorrow and in the future. The Old You is also in your head and this is who you should listen to. Old You who built everything in the first place. Old You knows what to do, because they have done it...2020-06-1900 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 101: Worry About Something ElseI know the coronavirus is really serious and important. We should do what our health care professionals are advising. Stay home, stay safe and out of the way. While the proper authorities worry about that, here are 5 things you should worry about (and likely were worrying about before civilization flipped its desk). Mattering more to your clients vs worrying about finding more clients. Managing the finances of your business. Managing your energy. Getting out of the founder dependency trap. Balancing quality and growth as you grow. Thank you, Dennis Moseley-Williams2020-06-1900 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 100: Giving Up Your OfficeI have been working in a home office for over 20 years, successfully. An office is where you go to solve other people’s problems. An Accelerator is not an office – it’s a laboratory where you produce your best work and ship it to the world. The rules are: You must have access to state-of-the-art technology. It must be comfortable. It must have a door that you can lock so you can focus and concentrate. While you’re working, keep these points in mind: It’s really easy to overwork when you are working from home, so stick to a schedule...2020-06-1900 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 65: ReferralsTo summarize: You don’t get referrals because you believe people refer the work. They don’t; they refer you. The work is a service, you are an experience. People would have you believe that the problem is that your process isn’t clear enough. I am not so sure. I think the bigger problem is that you are lost in the work. If you want referrals, you need to deserve them. You deserve them when you do your work generously, and with more humanity than your customers expect.2020-04-2100 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 62: More or LessTo summarize: Be careful of what you wish for. You might just get it. Less is more, more or less.2020-04-2100 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 61: Who is your Next Client? To summarize: Who is your next client – not specifically, but conceptually? How does she see the world, who is she affiliated with, and who are her people? Are you managing your clients’ assets, or guiding them to who they want to be? Who are you helping them become?2020-04-2100 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 64: Let Go of PerfectionismTo summarize: Very few people’s employment requires them to be exact or perfect. There are some notable exceptions (brain surgeon, astronaut, professional athlete), but for the rest of us, we are employed to get things done or make things better. If your job is to make things better, then don’t get faked out by trying to make things perfect. That will just allow you to hide and delay finishing. Instead of making something new, you held back trying to make something perfect. I’m not sure if you will find this comforting or not, but when you first starte...2020-04-2100 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 63: Creative ThinkingTo summarize: Everyone can think (very) creatively if they give themselves enough time and space. To think more creatively, you have to get yourself out of routines, expose yourself to new things and most importantly schedule enough time to allow your ideas to grow. Ideas are a dime a dozen. Executing one of them could be priceless.2020-04-2100 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 52: Constraints Are Often HiddenA few questions to start today’s blog: How do you identify the constraints within your business? And how do you solve them? Are you actually solving them, or are you simply managing them? Summary: Constraints are a silent killer. They cost you more than time. Most people don’t solve constraints, they manage the symptoms. Identify the true constraints by asking “why” and then slow down until flow is restored. Implement a solution, and measure.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpsisode 49: 7 Truths to Unlock SuccessAccepting these truths will get you what you want – not as fast as you’d like, but quicker than you realize is possible. Make sure that what you deserve is what you want.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 58: Talk to StrangersTo read the original article, click on the title:  (https://moseleywilliams.com/consciously-curious-connecting/) So to summarize: No matter what business you think you’re in (investments, hardware, advertising, hospitality, industrial design), you’re really in the “making friends” business. If the people you know can’t help you because they don’t know, then you’re going to have to talk to some strangers and make some new friends. If the idea of starting conversations with total strangers makes you uncomfortable, then practice by complimenting strangers. Start with the next clerk you encounter: “Excuse me, those are great glasses by the w...2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 50: The 7 Questions I Wish You Would Ask MeMost of us ask the wrong questions, and the wrong questions focus on ‘us’ instead of ‘them.’ A few passionate fans who think you are great, who want to share the word about you, is all you need. Turning the tables and being discovered (instead of searching) is easier than you realize.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 55: Push Me, Pull YouTo read the original article, click on the title:  (https://moseleywilliams.com/push-me-pull-you/) So to summarize: The easiest way to grow your audience is to pull them towards you. Pushing is selling, and discounting your cost is pushing mistaken for value. Read the blog or watch the video, you’ll be glad you did.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 54: Upgrade Your ClientsProspecting is over – when did you last successfully prospect to anyone? Want to improve your chances? Start staging a better experience for your existing clients. There is a 47% chance your next client knows an existing client. See your clients for what they are – precious.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 60: Increasing TrustToday’s blog features a link to an article I’m recommending you read by Bob Priest-Heck, courtesy of Entrepreneur magazine. To read, click on the title:  (https://www.entrepreneur.com/article/335686) So to summarize: Companies spend a lot of money attracting customers through promises, but very little creating trust and engagement after the point of sale. Your clients value you more for how you do what you do, than what you actually do. This is especially true in regards to solving problems. The best marketing is the experience you STAGE for your existing clients. Give people a st...2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 53: Summer ThinkingHow is your summer going? Are you recharging? Your three resources are time, energy and money. Money is the least critical to your success; you can always earn it back, but a million dollars won’t buy you a minute. Drop me a line and let me know what you’re thinking about.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 57: Do You Love It Enough?To read the original article, click on the title:  (https://moseleywilliams.com/do-you-love-it-enough/) So to summarize: What is it about — not what but how — you do what you do that you love so much that you know everyone else will love it too? Most great businesses didn’t become great businesses for what they did. It was about why they did it. Figure out why the people who do business with you chose you. Once you figure that out, a lot of your other marketing problems will go away.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 51: Creating Raving FansAccept that your job is important, but not interesting. You are interesting (ask your mother). Don’t be boring. Remember: it’s not what you do, it’s how you do it that makes a person a fan of yours. Cater to those who care. No matter what you do, make it for people who care the most. They will spread the word and sooner or later, and others will want it.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 56: The Non-Believers at the GateTo read the original article, click on the title:  (https://moseleywilliams.com/the-non-believers-at-the-gate/) So to summarize: Do you know the difference between a ‘really good idea’ and a market? A market is a really good idea that other people want. Seems pretty obvious to me that the smartest thing you can do is pay attention to the people who like the idea, and the people they know who agree with them.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 59: Keep it WeirdTo read the original article, click on the title:  (https://moseleywilliams.com/weirdos-waiting-in-the-wings/) So to summarize: Better to be called something than nothing, and being called weird is better than being called ordinary. The problem with weird is that weird means different. And different means dangerous and we flee danger. The opportunity of being weird is that weird people are passionate, and when they find what they are searching for (not looking for), they tell everyone else they know: weirdos with the same problem.2020-04-1300 minThe Serious Shift PodcastThe Serious Shift PodcastEpisode 48 - Would You Like Nice With That?Two tornadoes hit my town on Friday and did some damage. Some people lost their homes, but no one lost their lives. By comparison, my neighborhood and my family got off easy. With much of the power grid knocked offline for a few days, all we immediately needed to make things right was coffee. At just after 7:00am of that first morning without power, my neighbor texted from across the street with an offer for hot coffee. Pretty soon, he had a coffee party going on. Everyone showed up, sleepy-eyed with an empty mug and hope. Through social media...2020-04-0900 minStandard Deviations with Dr. Daniel CrosbyStandard Deviations with Dr. Daniel CrosbyDennis Moseley Williams - The Rise of the Experience Economy: Transforming Consumer ExpectationsBio: Dennis Moseley Williams is an entrepreneur, founder of DMW Strategic Consulting and author of ‘Serious Shift: How Experience Staging Can Save Your Practice.’ He’s also a certified expert of the Experience Economy (Pine and Gilmore). He lives with his wife Sherri, two daughters and a yellow lab. He loves spending his winters skiing as much as possible. In the summer he spends time with family at their cottage, Pine Lodge, in the Quebec wilderness. Tune in to hear: how luck plays into personal and financial success how one’s personality factors into how...2020-03-0551 minAdvisor ElevationAdvisor ElevationWhy Experience Matters with Dennis Moseley-WilliamsIf Walt Disney ran your financial practice, how different would it look?  In this episode of Advisor Elevation, Dennis Moseley-Williams explores the depths of the “experience economy” as it translates to financial services.  Don’t miss this important episode where you will further discover why experience matters so much in your business!2020-03-021h 14The Rational Reminder PodcastThe Rational Reminder PodcastGrowth of the Experience Economy: A Transformation of the Financial Service Industry with Dennis Moseley-WilliamsThe financial advice industry has always been a place of change, and yet certain old practices hang around for decades. Our guest today, Dennis Moseley-Williams, is all about moving things forward for the good of the client and the advisor. The basis of his understanding is the characterization of the economy as one fundamentally built around experiences. Applying this lens to the financial sector means that advisors need to think about how to provide more than just a service to their clients, they need to stage an experience and a process of curated growth and learning. In our conversation...2020-02-131h 12The Serious Shift PodcastThe Serious Shift PodcastEp 43 - Disturbance Part2Ep 43 - Disturbance Part2 by Dennis Moseley-Williams2019-07-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEp 42 - DisturbanceEp 42 - Disturbance by Dennis Moseley-Williams2019-07-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEp 45 - Disturbance Part 4Ep 45 - Disturbance Part 4 by Dennis Moseley-Williams2019-07-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEp 44 - Disturbance Part3Ep 44 - Disturbance Part3 by Dennis Moseley-Williams2019-07-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEp 41 - Popular WorkEp 41 - Popular Work by Dennis Moseley-Williams2019-07-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEp 40 - RecalibrateEp 40 - Recalibrate by Dennis Moseley-Williams2019-07-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEP 39 - Are You Hiding From InnovationEP 39 - Are You Hiding From Innovation by Dennis Moseley-Williams2019-07-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEp 38 - 1 PercentEp 38 1 Percent by Dennis Moseley-Williams2019-07-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEp 37 - Stalling Or FallingEp 37 - Stalling Or Falling by Dennis Moseley-Williams2019-07-2700 minThe Serious Shift PodcastThe Serious Shift PodcastEp 36 - Are You a Partner?Ep - 36 Are You a Partner? by Dennis Moseley-Williams2019-07-2700 minThe Serious Shift PodcastThe Serious Shift PodcastEp 35 - Non BelieversDennis Moseley-Williams and Experience Economy2019-07-2700 minThe Serious Shift PodcastThe Serious Shift PodcastEp 32 - Stay SmallEp 32 - Stay Small by Dennis Moseley-Williams2019-07-2700 minThe Serious Shift PodcastThe Serious Shift PodcastEp 31 - Experience Isn't ServiceEp 31 - Experience Isn't Service - Serious Shift by Dennis Moseley-Williams2019-07-2700 minThe Serious Shift PodcastThe Serious Shift PodcastEp 30 - Compilation #513 to 15 - Ep 30 by Dennis Moseley-Williams2019-07-1100 minThe Serious Shift PodcastThe Serious Shift PodcastEp 29 - Compilation #410 to 12 - Ep 29 by Dennis Moseley-Williams2019-07-1100 minThe Serious Shift PodcastThe Serious Shift PodcastEp 26 - Compilation #11 to 3 by Dennis Moseley-Williams2019-07-1000 minThe Serious Shift PodcastThe Serious Shift PodcastEp 25 - 3 Simple Shifts3 Simple Shifts - Ep 25 by Dennis Moseley-Williams2019-07-1000 minThe Serious Shift PodcastThe Serious Shift PodcastEp 24 - OutliersOutliers- Ep 24 by Dennis Moseley-Williams2019-07-0900 minThe Serious Shift PodcastThe Serious Shift PodcastEp 23 - Not Even OnceNot Even Once - Ep 23 by Dennis Moseley-Williams2019-07-0900 minThe Serious Shift PodcastThe Serious Shift PodcastEp 28 - Compilation #37 to 9 - Ep 28 by Dennis Moseley-Williams2019-07-0900 minThe Serious Shift PodcastThe Serious Shift PodcastEp 27 - Compilation #24 to 6 - Ep 27 by Dennis Moseley-Williams2019-07-0900 minThe Serious Shift PodcastThe Serious Shift PodcastEp 18 - Experience versus TransformationExperience versus Transformation - Ep 18 by Dennis Moseley-Williams2019-06-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEp 17 - PassionPassion - Ep 17 by Dennis Moseley-Williams2019-06-2800 minThe Serious Shift PodcastThe Serious Shift PodcastEp 22 - Shift Now For a PlanShift Now For a Plan - Ep 22 by Dennis Moseley-Williams2019-06-2700 minThe Serious Shift PodcastThe Serious Shift PodcastEp 21 - Shift First Ask Questions LaterShift First Ask Questions Later - Episode 21 by Dennis Moseley-Williams2019-06-2700 minThe Serious Shift PodcastThe Serious Shift PodcastEp 20 - Dangerous ThinkingDangerous Thinking - Episode 20 by Dennis Moseley-Williams2019-06-2700 minThe Serious Shift PodcastThe Serious Shift PodcastEp 14 - PatienceDennis Moseley-Williams2019-06-2600 minThe Serious Shift PodcastThe Serious Shift PodcastEp 13 - The PriceDennis Moseley-Williams blogcast Episode 132019-06-2600 minThe Serious Shift PodcastThe Serious Shift PodcastEp 8 - A Big SplashA Big Splash - Ep 8 by Dennis Moseley-Williams2019-03-2200 minThe Serious Shift PodcastThe Serious Shift PodcastEp 11 - The Hard StuffPodcast - Ep - 11 - Serious - Shift - Dennis - Moseley - Williams - The - Hard - Stuff by Dennis Moseley-Williams2019-03-2200 minThe Serious Shift PodcastThe Serious Shift PodcastEp 10 - Serious ShiftPodcast - Ep - 10 - Serious - Shift - Dennis - Moseley - Williams - 80 - 30 by Dennis Moseley-Williams2019-03-2200 minThe Serious Shift PodcastThe Serious Shift PodcastEp 9 - How It HappensHow It Happens - Ep 9 by Dennis Moseley-Williams2019-03-2200 minFinancial Advisor SuccessFinancial Advisor SuccessEp 114: Why Creating A Great Client Experience Is About More Than Just Great Service with Dennis Moseley-WilliamsDennis 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 ad...2019-03-051h 54The NEW Wholesaler Masterminds Radio ShowThe NEW Wholesaler Masterminds Radio ShowWholesaling In The Experience Economy with Dennis Moseley-WilliamsIs The Sea of Sameness swallowing you up? Are you establishing clear and identifiable points of differentiation in your practice? Are you prepared for the seismic change rattling through our business?  Dennis Moseley-Williams is an entrepreneur (founder of DMW Strategic Consulting) and author (Serious Shift: How Experience Staging Can Save Your Practice). He is also a certified expert of the Experience Economy (Pine and Gilmore). Serious Shift: How Experience Staging Can Save Your Practice, is available at amazon.com. To inquire about booking Dennis Moseley-Williams for your next event thro...2018-05-2225 min