Podcast appearances and mentions of dennis moseley williams

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Best podcasts about dennis moseley williams

Latest podcast episodes about dennis moseley williams

Managing Your Practice
Transform the Experience, Transform Your Business

Managing Your Practice

Play Episode Listen Later May 16, 2025 59:48


Dennis Moseley-Williams, founder of DMW Strategic Consulting, brings a fresh lens to the financial services industry through the concept of the “experience economy.” Dennis shares how financial advisors can grow their business by shifting from delivering services to staging experiences. Learn how the experience economy can help you deepen client relationships, drive referrals, and create a brand that stands out.

The Human Side of Money
134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams

The Human Side of Money

Play Episode Listen Later Mar 13, 2025 108:45


Financial 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'll Learn: Why efficiency is the executioner of experience Why all advisors need a secret belief to share with clients The important distinction between service and experience Lessons about the client experience from The Ritz-Carlton A social media experiment to enhance the client experience *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Dennis Moseley-Williams: Serious Shift | Inner Circle by DMW Strategic Consulting Dennis Moseley-Williams Strategic Consulting LinkedIn: Dennis Moseley-Williams About Our Guest:  Dennis is the founder of Dennis Moseley-Williams Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. A certified expert in the Experience Economy, Dennis helps organizations understand that customer experience is the predominant economic offering in the world today and demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy and transform – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Just Press Record
Seven Unforgettable Just Press Record Conversations | Best of 2024

Just Press Record

Play Episode Listen Later Dec 31, 2024 36:03


Seven standout moments from Just Press Record's first year, curated by host Matt Zeigler. Starting with the power of small acts over institutional loyalty, moving through engaging conversations about artistic co-creation, personal change, balancing structure with spontaneity, authentic relationship building, and ending with a powerful lesson on being present that will hit you like a lightning bolt... Each clip celebrates the show's core mission: showing you how to play more deeply with your networks of both ideas and people. As my Cultish Creative blog turns 7 years old, these moments showcase why connecting with others in meaningful ways, and, taking the time to reflect on those interactions, matters more than ever. Watch the full breakdown with timestamps for each featured guest: Ben Hunt & Paul Millerd on Make, Protect, Teach Dave Nadig & Angie Colee on co-creation Julia Carreon & Hal Hershfield on personal change Josh Spector & Dennis Moseley-Williams on balancing structure and spontaneity Vic Ruggiero & Christina Garnett on authentic connection Kara Brookins & Rusty Guinn on showing up for others Sean DeLaney & Mark McCartney on being present

Do Business. Do Life. — The Financial Advisor Podcast — DBDL
094: Dennis Moseley-Williams - The Secret to Building Lifelong Client Relationships

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Play Episode Listen Later Dec 11, 2024 48:09


Is 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 to leave for someone offering a lower price.By emphasizing less marketing and more experiences, Dennis's approach flips the script and will help you build a cult-like following with an unforgettable brand that truly transforms lives.3 of the biggest insights from Dennis Moseley-Williams …#1.) Sell Experiences, Not Services: Discover Dennis' 6-step framework for designing transformative experiences that result in lifelong customers. #2.) Find Your Big Idea: Use this simple yet powerful prompt to uncover your big idea and avoid simply copying your competitors.#3.) Harness the Power of Rituals: Learn how intentional rituals, like those used by the Four Seasons, can foster client loyalty and belonging (PLUS a new ritual you should implement in your own practice immediately!).SHOW NOTEShttps://bradleyjohnson.com/94FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Dennis' book, "Serious Shift: How Experience Staging Can Save Your Practice" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "94" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Barron's Advisor
Dennis Moseley-Williams: Advisors and the Power of a ‘Really Big Idea'

Barron's Advisor

Play Episode Listen Later Dec 3, 2024 24:39


The world's most recognized brands didn't begin as large companies. Advisors should take note, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.

Just Press Record
Stop Being Boring: A Marketing Masterclass | Josh Spector and Dennis Mosely Williams

Just Press Record

Play Episode Listen Later Nov 21, 2024 82:00


On this episode of Just Press Record, I bring together two fascinating guests who've never met but share an uncanny ability to transform audiences through their work - Josh Spector and Dennis Moseley-Williams. Josh ( @JoshSpectorVideos ) has built his career helping people get clients from their content, running a wildly successful daily newsletter "For The Interested" and coaching creators on growing their audiences. Dennis ( @seriousshift ), a keynote speaker and author, helps turn brands into cults by making CEOs into charismatic leaders and services into memorable experiences. Watch as these two masters of audience engagement discover their shared philosophies on authenticity, the power of word choice, and why "don't be boring" might be the cardinal rule of business. From Seth Godin's influence to surprising stories about Norm MacDonald, this conversation weaves through fascinating territory about what it means to truly connect with and transform an audience. We explore: Why the smallest viable audience might be better than mass appeal The importance of being true to yourself in business How comedians perfect their craft and why it matters for business Why self-promotion can be a selfless act The art of charging what you're worth Whether you're a creator, business leader, or someone interested in the psychology of audience engagement, this conversation offers valuable insights on how to matter more to the people who matter most. Subscribe to Cultish Creative for more conversations that make curiosity a habit.

20/20 MONEY
Revisiting the customer experience journey in a post-COVID economy with Dennis Moseley Williams

20/20 MONEY

Play Episode Listen Later Aug 19, 2024 57:58


Welcome 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 practice successful, the patient experience is near or at the top of all reasons, yet it can be harder for some than others to understand what that means and how they can think differently about the patient experience.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you're interested in learning more about the the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you and use promo code FOUNDER to lock in a lifetime membership discount by September 30th.   And with that introduction, I hope you enjoy my conversation with Dennis Moseley Williams.   Resources: 20/20 Money Community Information Sivers Email Link to Jen Stewart's IDOC conversation   ———————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!  

Graventown
Episode 58: Interview w/ Dennis Moseley-Williams

Graventown

Play Episode Listen Later Mar 15, 2024 53:16


Pals - 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 maker - as a professional public  speaker and vision spreader,  he understands  the concept of a gig being  live and only getting one shot to impress a room. I hope this episode finds you well.  We  had some great glowing relevatory convo moments. Dennis is an inspirational dude.Catch me in a town near you by visting my website to see where I'm playing. If people can hate for no reason, I can love for no reason - and I love you. Thanks for stopping by Graventown. Yer always welcome here. As a full time independent artist, you can support me by joining my SUPER RAD subscription service at https://ko-fi.com/gravencanada

Barron's Advisor
Dennis Moseley-Williams: Turn Client Meetings Into Unique Experiences

Barron's Advisor

Play Episode Listen Later Nov 14, 2023 21:44


Advisors should provide a memorable experience when meeting clients, says the founder of DMW Strategic Consulting. Host: Greg Bartalos.

AFO|Wealth Management Forward
The Experience Economy w/ Dennis Moseley-Williams

AFO|Wealth Management Forward

Play Episode Listen Later Oct 5, 2023 69:33


In 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 client to do” to “How do I want my client to feel.” Are you curious about the three questions that can help create a memorable experience? Or what the “Hatchback Effect” is? Uncover the answers to these questions and more in this Experience Economy Episode with Dennis Moseley-Williams.

Podcasts – Insurance Journal TV
The “Reluctant CEO”

Podcasts – Insurance Journal TV

Play Episode Listen Later May 29, 2023 44:56


Perennial “On Point” rock star Dennis Moseley-Williams reflects and digs deep on this recording. No matter what size business you're leading, here are five pieces of advice to … Read More » The post The “Reluctant CEO” appeared first on Insurance Journal TV.

Lumiant Live
Staging experiences & guiding client transformations

Lumiant Live

Play Episode Listen Later May 28, 2023 57:31


Mark is joined by Dennis Moseley-Williams, Founder of DMW Strategic Consulting and 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. He demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy, and transform.In this episode, Dennis and Mark discuss:The experience economy and what it means for advisorsThe difference between services and experiencesHow the role of a Financial Advisor is to stage a series of sequential experiences to guide clients through transformationsA shift in focus from "what I've done" for clients to "who I've helped them become".Why there is a disconnect between customer satisfaction and client referrals. Practical steps advice businesses can take to implement transformational experiences for their clients. To learn more about how Lumiant can help you engage clients with values based advice visit www.lumiant.io

The Rational Reminder Podcast
Deeper Goals, and Retiring with Purpose (EP.245)

The Rational Reminder Podcast

Play Episode Listen Later Mar 23, 2023 66:40


Goal-setting is essential for personal and professional growth, helping individuals clarify their priorities, stay focused, and achieve success. We are pleased to welcome guests Samantha Lamas and Danielle Labotka to help us unpack the topic of goal-setting and how it relates to finance. Samantha Lamas is a Senior Behavioural Researcher at Morningstar and a recipient of the Montgomery-Warschauer Award for her research in financial planning. Her work centres on investor engagement and the factors that influence an individual's decisions when it comes to investing and managing their finances. As a Behavioral Scientist at Morningstar, Danielle Labotka examines the impact of various cognitive and linguistic factors on investors' financial decisions. Her research involves studying investors' behaviours, preferences, and attitudes in both everyday and financial planning situations. In our conversation with Samantha and Danielle, we gain insights into financial behaviour and decision-making, the biggest barriers to goal-setting, what deeper goals are, and how to focus on them. Then, we speak to Mark McGrath, who is licensed in insurance, holds several professional designations, including a Chartered Investment Manager and a Certified Financial Planner (CFP), and has more than a decade of experience in the industry. Mark tells us the emotional story about his dad, what motivated him to share his experience, and why you need to start thinking about retirement now. Finally, we review a past episode with Dennis Moseley Williams, a book from Will Storr, and go through feedback from the Rational Reminder community. Tune in now! Content Warning: Some of the discussion in this episode is about suicide. If you or someone you know is struggling with thoughts about self-harm, help is available. In Canada: 1.833.456.4566 or at https://suicideprevention.ca/resources/   Key Points From This Episode:   •    How we became acquainted with the Morningstar team and background about our guests. (0:02:29) •    An outline of the common obstacles faced in identifying the correct goals, and how it impacts financial advisors. (0:06:08) •    Danielle explains the approach used to analyze qualitative data and how the results compared to the Rational Reminder findings. (0:09:07) •    How the goals identified changed as respondents progressed through the survey, and insights gained from the process. (0:11:23) •    The main takeaway from the analysis of how people should approach goal-setting and how financial advisors can leverage the research findings. (0:17:53) •    Outline of current gaps and what is the next step for behavioural research. (0:20:59) •    Find out what compelled Mark to share the tweet about his dad and he takes us through the story. (0:23:00) •    How the experience regarding his dad has influenced his work as a financial advisor. (0:40:50) •    Mark shares how the experience has impacted his approach to life. (0:42:25) •    A final takeaway message that Mark has for listeners. (0:44:23) •    Highlights and key takeaways from a past episode with Dennis Moseley Williams. (0:45:52) •    This week's book review of The Status Game, and why it is a must-read. (0:48:44) •    Research findings concerning macro socio-economic status and work ethic. (0:54:03) •    We discuss interesting news and events, riskless assets, the advantages of Twitter, and the latest reviews for the show. (0:57:05)     Participate in our Community Discussion about this Episode: https://community.rationalreminder.ca/t/episode-245-deeper-goals-and-retiring-with-purpose-discussion-thread/22660 Book From Today's Episode: The Status Game: On Human Life and How to Play It — https://amzn.to/40vVLix Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.  Rational Reminder Website — https://rationalreminder.ca/ Shop Merch — https://shop.rationalreminder.ca/ Join the Community — https://community.rationalreminder.ca/ Follow us on Twitter — https://twitter.com/RationalRemind Follow us on Instagram — @rationalreminder Benjamin on Twitter — https://twitter.com/benjaminwfelix Cameron on Twitter — https://twitter.com/CameronPassmore Samantha Lamas on Twitter — https://twitter.com/SamanthaLamas4 Mark McGrath on Twitter — https://twitter.com/MarkMcGrathCFP Samantha Lamas on LinkedIn — https://www.linkedin.com/in/slamas/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ 'Mining for Goals' — http://static.fmgsuite.com/media/documents/8b5abbe8-0bf5-4321-9a4a-e04a82a11597.pdf

Financial Planning For Canadian Business Owners
Experience Economy with Dennis Moseley-Williams | E098

Financial Planning For Canadian Business Owners

Play Episode Listen Later Mar 2, 2023 34:37


On 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 all about saving customers time and effort. Whereas experience is about creating engagement through surprise, emotion and at times even providing transformational value. 7.56: Dennis gives an example of his dry cleaner and how he has a flourishing business even though he has a tiny little shop. His customer service is good. He knows every person who goes in. He knows all his customer's name. 09.53: As per Dennis it is important to know who your client is. Slow time down, don't think efficiency, think memorable. 14.12: Every one of us that owns the business is living in the age of Amazon and anything anybody wants, including a hammer from the hardware store can be delivered to their house by 8:00 o'clock tomorrow morning. We as consumers are already spoiled rotten. We live in magic times, says Dennis. 17.19: Consider your client's journey from before they ever come to your business to entering your business to engaging with your business to the end of the engagement, the transaction and finally extending afterward when they are reflecting on their visit. 18.18: Ask yourself through time of your client journey. What do you do really, really well or well enough? And how could you do it a teeny tiny bit better?22.02: Dennis shares different customer experiences and how different service provider can improve their processes.24.38: Efficiency is the enemy of experience. As a business owner we always just do some basic math and calculate time and money. Efficiency is the enemy here because it results into crappy commodified experience.3 Key Points:Dennis shares some examples of some delightful engagements that he has seen on things that people wouldn't normally expect.Dennis talks about the types of loyalty by fear and obligation as well as by connection and identity. Dennis shares 3 important questions that you can ask yourself so as to make your client experience better.Tweetable Quotes: "The guy that owns the hardware store is trying to pick a totally generic business, believes that the smartest and best thing that they can do is make it easy to get in and get out with a hammer." - Dennis "There are frameworks, there are frameworks that you can use for experience design."- Dennis."If you go to Disney land, you should be able to extract the principles of what they have done and apply it to what you have done 100%." – Dennis"It doesn't matter what your business is. I could literally create revenue in it without having to spend any money just by having you change the way you look at time." -Dennis. Resources MentionedFacebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedIn Hosted on Acast. See acast.com/privacy for more information.

iTunes - Insurance Journal TV
Nobody Cares About Your Business Card

iTunes - Insurance Journal TV

Play Episode Listen Later Jul 11, 2022 33:09


Do we really need to listen to another On Point episode with Dennis Moseley-Williams? Yes, we do. In fact, hear the other three recordings to prepare for this … Read More » The post Nobody Cares About Your Business Card appeared first on Insurance Journal TV.

Podcasts – Insurance Journal TV
Nobody Cares About Your Business Card

Podcasts – Insurance Journal TV

Play Episode Listen Later Jul 11, 2022 33:09


Do we really need to listen to another On Point episode with Dennis Moseley-Williams? Yes, we do. In fact, hear the other three recordings to prepare for this … Read More » The post Nobody Cares About Your Business Card appeared first on Insurance Journal TV.

The Guest Experience Show
The Desired Emotional Outcome of Your Guest Experience (Dennis Moseley-Williams)

The Guest Experience Show

Play Episode Listen Later Jan 5, 2022 31:38


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 how you want your guests to feel after their experience, rather than if they adequately got their transactional exchange.

20/20 MONEY
Completely Rethinking the Patient Experience with Dennis Moseley Williams

20/20 MONEY

Play Episode Listen Later Nov 8, 2021 72:54


Welcome 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 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, and many other nuggets of information and perspective that I truly hope get you thinking about how up-leveling the patient experience in your practice cannot be ignored if you want to experience long-term growth and differentiate yourself from other practices and especially online competition. We reference a number of resources in today's episode, so be sure to check out the show notes or visit the episode page on www.integratedpwm.com/learningcenter.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country utilize their practice to grow their net worth, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and other blog posts.   And with that introduction, I hope you enjoy my conversation with Dennis Mosley Williams.   20/20 Money Epsd 11: Inside the Mindset and Methods of a Multi-Million dollar, single-OD practice with Dr. Jeremy Ciano Revolutioneyes The Experience Economy The Starbucks Experience: 5 Principles for Turning Ordinary Into Extraordinary Dennis Mosley-Williams Strategic Consulting Serious Shift Blogcast Follow us on Instagram: https://www.instagram.com/2020moneypod/  ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher  ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Registered Investment Advisor Podcast
Ep 17 Creating Incredible Client Experiences

Registered Investment Advisor Podcast

Play Episode Listen Later Oct 6, 2021 15:44


Dennis Moseley Williams   The Insurance Marketing Organization Podcastwith Seth GreeneEpisode016: Dennis Moseley Williams Today's guest, Dennis Moseley-Williams, is one of only two certified Experience Economy experts working in the financial services industry globally. The other is his business partner, Tom Frisby. ​ Dennis is the founder of DMW Strategic Consulting. He started the Serious Shift movement for those of us who are determined to make meaningful, positive and lasting change in our life and business. ​ Dennis's company works with entrepreneurs and business owners around the world who are looking to make their life and business a better place.   Listen to this insightfulepisode with Dennis, full of valuable tips of financial and physical health: Here is what to expect on this week's show: The lucky break that allowed Dennis to professionally grow into and capitalize on his unique skill set and interpersonal skills What it means to be one of the world's two experience economy experts Why financial advisors are at risk of becoming irrelevant, and how they might avoid that Dennis' “Five E's” of creating unforgettable client relationships   Connect withDennis: Guest Contact Info: Website: https://www.moseleywilliams.com/ Linkedin: https://www.linkedin.com/in/dennis-moseley-williams/?originalSubdomain=ca Podcast: https://www.seriousshift.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Speaking of Impact
EP #65: Impactful Experiences From The Inside Out with Dennis Moseley-Williams

Speaking of Impact

Play Episode Listen Later Sep 30, 2021 66:51


A great organization or movement starts from within, and then transfers that positive experience to customers, donors, and benefactors. Today's guest, Dennis Moseley-Williams, is an expert in the experience economy, an incredibly engaging speaker, and a great business consultant who teaches organizations how to develop an amazing, desirable experience for the people they serve. Listen in as he shares his incredible insight on how to create the experiences that make a big difference in your organization and in the world. You can find show notes and more information by clicking here: https://www.bobdepasquale.com/podcast/65

SharkPreneur
688: Creating Incredible Client Experiences with Dennis Moseley-Williams

SharkPreneur

Play Episode Listen Later Sep 20, 2021 20:02


Creating Incredible Client Experiences Dennis Moseley-Williams, DMW Strategic Consulting   – The Sharkpreneur podcast with Seth Greene Episode 688 Dennis Moseley-Williams Dennis Moseley-Williams is one of only two certified Experience Economy experts working in the financial services industry globally. The other is his business partner, Tom Frisby. ​ Speaking of globally, Dennis has spoken in different countries all around the world. ​ Dennis is the founder of DMW Strategic Consulting. He started the Serious Shift movement for those of us who are determined to make meaningful, positive and lasting change in our life and business. ​ Dennis's company works with entrepreneurs and business owners around the world who are looking to make their life and business a better place.   Listen to this illuminating Sharkpreneur episode with Dennis Moseley-Williams about creating incredible client experiences. Here are some of the beneficial topics covered on this week's show: ●    How people shouldn't focus on their strengths and instead connect with their clients. ●    Why services and experiences are not the same and how to treat each. ●    How an experience is about creating time well spent to engage each client. ●    Why entrepreneurs have a 70% of feeling depressed after they achieve their goal. ●    How to make yourself desirable in a much smaller niche to gain better clients.   Connect with Dennis: Guest Contact Info Twitter @moseleywilliams Instagram @dennismoseleywilliams Links Mentioned: moseleywilliams.com   Learn more about your ad choices. Visit megaphone.fm/adchoices

Science of CX
Dennis Mosley-Williams: The CX Story No One Told You About

Science of CX

Play Episode Listen Later Sep 1, 2021 42:01


Dennis Moseley-Williams is an Experience Economy Specialist. He helps organizations in understanding the vital role that experience plays in the global economy.  A highly sought speaker, Dennis enjoys talking about how experiences can be crafted, and staged so that they can entice, educate, satisfy and transform. He's the author of Serious Shift; A guide book on how the experience economy can be adapted to the financial services industries (But it can still be applied in other niches) In the show, Dennis and I dive into the topics of; Transformation Economy, Experience Economy, and how they all relate in creating a personalized experience for your customers.  Connect with Dennis Linkedin - https://www.linkedin.com/in/dennis-moseley-williams/?originalSubdomain=ca  Twitter - https://twitter.com/moseleywilliams?lang=en  Instagram - https://www.instagram.com/dennismoseleywilliams/  Website - https://www.moseleywilliams.com/ 

Top Advisor Marketing Podcast
316. Why the Future of Financial Services Isn't Financial With Dennis Moseley-Williams

Top Advisor Marketing Podcast

Play Episode Listen Later Aug 12, 2021 44:51


In this highly commoditized financial industry, selling excellent investments or advice isn't enough. So, what are clients looking for? You're about to find out!

Top Advisor Marketing Podcast
316. Why the Future of Financial Services Isn't Financial With Dennis Moseley-Williams

Top Advisor Marketing Podcast

Play Episode Listen Later Aug 12, 2021 44:51


Heads up: This page includes affiliate links. If you make a purchase using the links below, we may receive a small commission at zero cost to you. We only recommend tools that we've personally vetted and love. Summary: In this highly commoditized financial industry, selling excellent investments or advice isn't enough. So, what are clients looking for? You're about to find out! In this episode, Matt Halloran talks to Dennis Moseley-Williams, the founder of Dennis Moseley-Williams Strategic Consulting and a certified expert in the experience economy. Dennis shares unconventional ways for advisors to make their client experience highly memorable. Dennis discusses: How to make your office feel like an immersive theatre to clients Four questions that advisors can ask every client to enhance their experience Powerful tips for elevating the client experience before it even begins Strategies that cultivate fierce client loyalty And more Sponsorship: A big thank you to our sponsor, Restream! Visit Restream to claim your exclusive offer: https://proudmouth.com/restream/ Resources:  Influence Accelerator Academy (Join for free!) Serious Shift: How Experience Staging Can Save Your Practice LinkedIn: Jen Goldman Connect With Dennis Moseley-Williams: Serious Shift | Inner Circle by DMW Strategic Consulting Dennis Moseley-Williams Strategic Consulting LinkedIn: Dennis Moseley-Williams Connect With ProudMouth: ProudMouth LinkedIn: Matt Halloran Twitter: Matt Halloran LinkedIn: ProudMouth Facebook: ProudMouth Twitter: ProudMouth YouTube: ProudMouth About Our Guest: Dennis is the founder of Dennis Moseley-Williams Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. A certified expert in the Experience Economy, Dennis helps organizations understand that customer experience is the predominant economic offering in the world today and demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy and transform.

Podcasts – Insurance Journal TV
Exceptional Services ‘Aren't Enough'

Podcasts – Insurance Journal TV

Play Episode Listen Later Jul 19, 2021 31:46


You're in for a real treat with repeat “On Point” guest and client-experience consultant Dennis Moseley-Williams. Especially if you want your firm to thrive. “Selling exceptional goods and … Read More » The post Exceptional Services ‘Aren't Enough' appeared first on Insurance Journal TV.

Zoom In
The Advisor of Tomorrow: Making the Shift from Service to Experience

Zoom In

Play Episode Listen Later Jun 8, 2021 26:14


This episode is part of a special three-part series complementing our virtual INSITE conference. Evan LaHuta, Managing Director, Client Experience, BNY Mellon Pershing and Dennis Moseley-Williams, founder of DMW Strategic Consulting and expert on the financial services customer experience, explore how the experience economy can help advisors raise the bar on the experience they deliver to their clients.

Smart Man, Smarter Woman Podcast
Episode 51: Dennis Moseley-Williams - How To Design A Customer Experience Like No Other

Smart Man, Smarter Woman Podcast

Play Episode Listen Later Apr 29, 2021 41:33


Gold 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 commoditised, so you have to keep refreshing them.” “Experience is time well designed, and experience is memory. If there's no memory, you didn't have an experience.” “Whatever business you think you're in - you're not in that business.” “There are two types of loyalty. There's the loyalty of fear and obligation, and there's the other kind of loyalty which is connection and identity.” There's no Q&A round today. “Open, honest communication is the best foundation for any relationship. But remember that at the end of the day, it's not what you say or what you do, but how you make people feel, that matters the most.” - Tony Shay  Our guest is Founder of DMW Strategic Consulting, Dennis Moseley-Williams. Dennis has been a globally sought-after motivational speaker on customer experience for over 20 years. He is the author of Serious Shift: How Experience Staging Can Save Your Practice, and he has a blog that is read by entrepreneurs and business owners globally. Dennis is one of only two certified Experience Economy Experts in the financial services industry in the world. Song by Adam Vitovsky / CC BY 3.0

20/20 MONEY
Completely Re-thinking the Patient Experience with Dennis Moseley Williams

20/20 MONEY

Play Episode Listen Later Dec 21, 2020 72:23


On 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, and many other nuggets of information and perspective that I truly hope get you thinking about how up-leveling the patient experience in your practice cannot be ignored if you want to experience long-term growth and differentiate yourself from other practices and especially online competition. We reference a number of resources in today’s episode, so be sure to check out the show notes or visit the episode page on www.integratedpwm.com/learningcenter. As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country utilize their practice to grow their net worth, manage cash flow, and make proactive money decisions or check out any number of additional free resources like our eBooks and other blog posts. And with that introduction, I hope you enjoy my conversation with Dennis Mosley Williams. 20/20 Money Epsd 11: Inside the Mindset and Methods of a Multi-Million dollar, single-OD practice with Dr. Jeremy Ciano Revolutioneyes The Experience Economy The Starbucks Experience: 5 Principles for Turning Ordinary Into Extraordinary Dennis Mosley-Williams Strategic Consulting Serious Shift Blogcast ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Stitcher  ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

OUTCOMES Podcast
Interview with Dennis Moseley-Williams

OUTCOMES Podcast

Play Episode Listen Later Oct 28, 2020 45:42


How many times have we all said “good riddance!” to 2020? Join Ross as he chats with Dennis Moseley-Williams, the self-proclaimed “most optimistic optimist.” How has Dennis managed to stay in that space throughout this challenging year? What is the “serious shift movement”? How can advisors change how employees think about their experience with their retirement plans? What is the one question Dennis says every advisor needs to ask themselves? How does a quote from The Big Lebowski relate to the importance of personal and professional development? Client Service and the Client Experience are two very different things. How can advisors provide an experience without compromising service or margins? Learn the five stages of the client experience and how to think about each stage from a client perspective. Join Ross and Dennis for a fast-paced, energetic, and thought-provoking conversation!Resources: Event:  Serious Shift SummitBook: Serious Shift Certified Experience Economy Expert: Strategic HorizonsWebsite:  MoseleyWilliams.comInterested in booking Dennis to speak? Contact Chris Dungworth at 612-747-6200 or via email at chris.dungworth@rmaconnect.com

Real Estate Money School
Applying the Marketing Genius of Starbucks to Our Businesses w/Dennis Moseley Williams

Real Estate Money School

Play Episode Listen Later Oct 1, 2020 44:08


Some 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 experience of working with us, not being sold a product.    What do we need to have in our businesses to position ourselves like the world’s most valuable brands? How does this help us get money for deals without having to ask? Why are authentic stories so important if we want to stand out?    In this episode, I’m joined by entrepreneur, speaker, author and founder of DMW Strategic Consulting, Dennis Moseley Williams. He shares how we can turn our businesses into powerful, magnetic brands. Three Things You’ll Learn In This Episode   How to stop competing on price The last thing you want to compete on is price, as someone is always willing to do it for less than you. Some are even willing to do it at a loss for the work experience. That’s why we need to set ourselves apart and position ourselves beyond the product we sell and how much it costs.   The two kinds of loyalty a brand can have Brands like Apple, Starbucks and Nike have one thing in common, people are loyal to them and choose them over other brands. This is loyalty based on identity and connection because people invest in their worldview. The other type of loyalty is based on fear of a worse option and feeling obligated to stay. That’s not a position we should promote in our businesses.   How to take our investing beyond the transaction Our real estate business can be an experience, and a higher calling to contribute to the improvement of a community. If we elevate it from a business to a purpose-driven movement, it becomes an experience people can share with their network and it will attract more investors to us.   Guest Bio-  Dennis is an entrepreneur, speaker, author and founder of DMW Strategic Consulting. He is an expert in client experience, marketing, strategic sales and is focused on helping financial advisors, the financial services industry, and related professionals.   For more information visit https://moseleywilliams.com/.

9 Minutes of Creative Wisdom
#76 - Dennis Moseley-Williams talks success is all about execution

9 Minutes of Creative Wisdom

Play Episode Listen Later Sep 1, 2020 8:46


Dennis 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://anchor.fm/olga-kirshenbaum/support

Hustle The Day Podcast
Hustle the Day: Dennis Moseley-Williams - Serious Shift

Hustle The Day Podcast

Play Episode Listen Later Sep 1, 2020 59:46


Dennis is a legend! He has been in the business for 20+ years and is certified in the Experience Economy. He tells you how to make a serious shift in your business and create an experience around it. Fascinating individual, highly entertaining episode! #hustletheday Find Dennis here: https://moseleywilliams.com Find Hustle Energy here: https://hustle.energy https://instagram.com/hustle.energy Find Trent V. Bray here: https://trentvbray.com https://instagram.com/trentvbray

Tactical Leadership
Designing the Customer Experience with Dennis Moseley Willams pt. 2

Tactical Leadership

Play Episode Listen Later Aug 21, 2020 14:01


Welcome back to our Tactical Friday. Today we’re continuing our conversation with founder ofhttps://moseleywilliams.com/ ( DMW Strategic Consulting), author, blogger and internationally known keynote speaker Dennis Moseley Williams.  Let’s get right back into this conversation and get some more practical tips around creating an amazing customer experience.  Things you will learn in this episode: [00:01 - 01:14] Opening Segment I welcome back Dennis to the show  Creating customer experience [01:15 - 09:57] More Tips on Creating Customer Experience Read https://www.amazon.com/Experience-Economy-Updated-Joseph-Pine/dp/1422161978 (The Experience Economy) Dennis gives practical advice around customer experience  Service is about convenience, and experience slows you down An experience should engage your clients Time well designed  5 stages of experience  Enticing  Entering Engagement Exiting  Extending  Fast is not memorable, experience is When looking at your stages Identify all the things that happened to your clients in each stage Look at the biggest sacrifice your client has to make and eliminate it Dennis gives an analogy through his skiing story  Dennis gives an example through Starbucks Good brands partner with their clients [09:58 - 14:01] Closing Segment Dennis summarizes his takeaways Starts inside with authenticity  5 Stages Sketch out the client journey, identify the pain and eliminate it Don’t compete on goods and services you will lose your business Best way to connect with Dennis See links below Final words  Resources Mentioned: https://www.amazon.com/Experience-Economy-Updated-Joseph-Pine/dp/1422161978 (The Experience Economy) Tweetable Quotes:  “If you’re thinking ‘service’, all you’re doing is trying to make it fast! Fast is not memorable, experience is memorable.” - Dennis Moseley Williams “Your entire experience begins inside YOU.” - Dennis Moseley Williams You can connect with Dennis and engage with DMW Strategic Consulting on https://www.linkedin.com/in/dennis-moseley-williams/?originalSubdomain=ca (LinkedIn), https://www.facebook.com/dmwstrategic/ (Facebook), https://twitter.com/moseleywilliams?lang=en (Twitter), https://www.instagram.com/dennismoseleywilliams/ (Instagram), and https://www.youtube.com/channel/UCiaMXyrWngmHyuWCWlSKKOA/videos (YouTube). You can find all these links, blogs and more on https://moseleywilliams.com/ (https://moseleywilliams.com/).  Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue on putting out great content just for you! Share this episode and help someone who wants to expand their leadership capacity or click https://podcasts.apple.com/us/podcast/tactical-leadership/id1498567657 (here) to listen to our previous episodes. Tactical Leadership is brought to you by Knight Protection Services. A veteran-owned and operated company, with extensive experience in risk assessment and crime prevention. Find out more by visiting  https://knightprotectionllc.com/ (https://knightprotectionllc.com/) If you want to learn how to build a better business check out my website at https://beatacticalleader.com/ (Beatacticalleade.com). You can connect with us on https://www.linkedin.com/in/zaknight (LinkedIn), https://www.instagram.com/beatacticalleader/ (Instagram), or join https://www.facebook.com/groups/BATLgroup/ (Our BATL Space) and become part of the community. 

Tactical Leadership
Designing the Customer Experience with Dennis Moseley-Williams

Tactical Leadership

Play Episode Listen Later Aug 17, 2020 38:03


Today I had the absolute pleasure of speaking with the founder ofhttps://moseleywilliams.com/ ( DMW Strategic Consulting), author, blogger and internationally known keynote speaker Dennis Moseley Williams. Dennis is a recognized, certified expert on the subject of customer experience, and doing more work that matters, reaches and connects with audiences. Let’s dive right into this episode and learn from Dennis about what it means to be a great leader in any industry by creating an experience that changes the customer rather than just a service that meets a need. Things you will learn in this episode: [00:01 - 04:06] Opening Segment I introduce Dennis to the show  Customer experience https://moseleywilliams.com/ (DMW Strategic Consulting) Dennis tells us a bit of background about himself One success lead to another with this notion: engage with people on the feelings [04:07 - 10:32] Leaders Versus Managers Dennis talks about the leadership culture he looks for  https://www.amazon.com/Experience-Economy-Updated-Joseph-Pine/dp/1422161978 (The Experience Economy) Looking for clients who are leaders rather than managers  Leaders inspire Everything working will end Dennis talks about leadership blindspots Management thinking - stop being a manager  There’s no manual  Redefining what is possible in your work is crossing the line into leadership The right train and the right track [10:33 - 19:35] Designing Customer Experience Dennis talks about creating experience Experience has to change the client Look for theme and purpose “The Starbucks Experience” Creating the third place I talk about other businesses that create experience Staging experience It doesn’t have to be expensive  Find the purpose  Dennis talks about the virtual experience  Moving an entire generation forward Virtual reality is becoming our everyday world  Commoditization  [19:36 - 32:10] What Makes A Great Industry Leader  Dennis talks about tactical failures in various industries  Failure to acknowledge client evolution  “Go where the puck is going” Who are we helping the client become?  Adjusting quickly Look at the financial industry Dennis shares about client wins Story about Jeff Carney  Leaders who don’t dilydalee and make you stand tall Every good leader needs EQ You need emotional intelligence  Dennis gives an example with https://www.imdb.com/title/tt8420184/ (The Last Dance ) [32:11 - 38:03] Closing Segment What advice would you give the young leader? Slow down - stay small - enjoy it all You’re more in trouble spiralling up than spiralling down What’s the legacy you want to leave? Introducing the Serious Shift  https://www.amazon.com/Serious-Shift-Experience-Staging-Practice/dp/0991974107 (The Serious Shift )- By Dennis M. Williams How much is enough?  Creating happier business owners and work that resonates How to connect with you? See links below Final words  Resources Mentioned: https://www.imdb.com/title/tt8420184/ (The Last Dance) https://www.amazon.com/Experience-Economy-Updated-Joseph-Pine/dp/1422161978 (The Experience Economy) https://www.amazon.com/Serious-Shift-Experience-Staging-Practice/dp/0991974107 (The Serious Shift )- By Dennis M. Williams Tweetable Quotes:  “Leaders inspire, they challenge the status quo, they believe in their people. Leaders never try to get last year’s results earlier and cheaper.” - Dennis M. Williams “In the experience economy, it’s not about saving the customers time it’s creating time well spent. For something to be an experience, it has to change the client.” - Dennis M. Williams You can connect with Dennis and engage with DMW Strategic Consulting on https://www.linkedin.com/in/dennis-moseley-williams/?originalSubdomain=ca (LinkedIn), https://www.facebook.com/dmwstrategic/ (Facebook), https://twitter.com/moseleywilliams?lang=en...

Experiments in Advisor Marketing
How to Make Customer Experience Your Best Marketing Strategy

Experiments in Advisor Marketing

Play Episode Listen Later Aug 11, 2020 57:02


Today I'm joined by Dennis Moseley-Williams who is one of only two certified Experience Economy in the financial services industry. In this episode, Dennis shares why customer experience is an advisor's best marketing strategy + how to put this concept into action. If you've joined the members-only section at taylorschulte.com, Dennis will be joining us for marketing office hours this month on Thursday, August 27th.  We'll be continuing today's conversation and diving deeper into actionable strategies advisors can adopt to improve their customer experience.

Maximum Advisor
How To Be A Winner In The Experience Economy with Dennis Moseley–Williams

Maximum Advisor

Play Episode Listen Later Aug 4, 2020 50:22


Chip 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 (https://moseleywilliams.com/). 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 ultimately a desire within the client to linger, to stick around, to spend more time with the business or business owner.” Dennis encourages advisors to see every client encounter as a special event, a memory that will leave a lasting impression and poses the following set of questions; “How do you make it more fun? What can you do to transport them from one sense of reality to another? And lastly, what can you do just in the environment to make them want to linger? And how can you use time differently? Think well out in advance of these meetings, what can you put in people's hands that get them excited, that get them interested.” Chip and Dennis close the episode by reviewing the five crucial phases that should be included in every customer experience; enticing, entering, during, exiting, and extending. By creating a multi-sensory experience, you leave your clients with a memory that won’t soon be forgotten or easily matched. Dennis ends by encouraging advisors to identify what really drives their clients and to allow them to share both their hopes and fears as well as their concerns for the future. Dennis reminds listeners what the main goal of an advisor should be: “Where the purpose of the said job is to turn the lights on for other people to shine a light in the corner to let them see, to show them the way out of something they didn't think there was a way out of it.”

How'd it Happen?
Dennis Moseley-Williams, Strategy Expert, Shifting Brands into Experiences – Episode 108

How'd it Happen?

Play Episode Listen Later Jul 29, 2020 72:30


Dennis 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.

How'd It Happen Podcast
Dennis Moseley-Williams, Strategy Expert, Shifting Brands into Experiences – Episode 108

How'd It Happen Podcast

Play Episode Listen Later Jul 29, 2020 72:24


Dennis 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 108

Screw the Naysayers
Eps 274 Invest Your Past In Your Future | Dennis Moseley Williams

Screw the Naysayers

Play Episode Listen Later Jun 29, 2020 27:43


Dennis 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 truly find the bright side in everything.  You can reach Dennis at: Website: https://moseleywilliams.com/LinkedIn: https://www.linkedin.com/in/dennis-moseley-williams/ You can reach Tim at: Podcast: https://link.chtbl.com/Screw-The-NaysayersWebsite:  www.screwthenaysayers.comLinkedIn: https://www.linkedin.com/in/tim-alison/Facebook- https://www.facebook.com/stnwithtimalison/Instagram- https://www.instagram.com/screwthenaysayers/YouTube: https://www.youtube.com/channel/UClMAFSvihsdBYk5OSG4SY8A

Crypto Talks
How to Become the Story Everyone is Sharing with Dennis Moseley-Williams

Crypto Talks

Play Episode Listen Later May 26, 2020 52:41


In this episode we speak about The value of experience The experience economy Brand and commodities Becoming the story everyone is sharing Experience in marketing

AttractionPros Podcast
AP Podcast - Episode 143: Dennis Moseley-Williams talks about experiences, transformation and signing books he didn't write

AttractionPros Podcast

Play Episode Listen Later May 26, 2020 63:03


Dennis Moseley-Williams is a force of nature. His mission is to "inspire people to innovate and implement meaningful and lasting change in their life and business." If you don't find a few ways to implement lasting change from this conversation, you weren't listening. In this exuberant conversation, Dennis walks us through the steps of the "Experience Economy", highlights what to remove from your business, and why you must take the time to create and design the experience you want your guests to have.  For more about Dennis:  https://moseleywilliams.com/   If you have a question for the mailbag or know of a leader we should highlight on the show, please drop us a line.  If you have questions about anything addressed on the show, feel free to reach out anytime! Josh – josh@amusementadvantage.com Matt – matt@performanceoptimist.com Twitter Facebook LinkedIn Are you looking for ways to lead your team into the "new normal"?  Schedule a FREE 30 minute call with Matt Heller to talk about anything you'd like... engaging remote employees, personal leadership struggles or your favorite ice cube recipes!  Just having someone to talk to can help you maintain perspective and spur new ideas.  To schedule your call, click here. When the time is right and you'd like to dig deeper, you may be interested in a coaching program, online workshop (customizable to you and your team) or a book-club style learning engagement.  Learning doesn't have to stop because we are social distancing! Click here for virtual and online learning resources!

Standard Deviations
Dennis Moseley Williams - The Experience Economy

Standard Deviations

Play Episode Listen Later Mar 5, 2020 51:37


Bio: 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 "lucky" they are - the difference between customer service and customer experience - how financial professionals can create experiences which help transform their clients - how using a niche to define your client base improves business - lessons from the experience economy for our relationship with a significant other Web - www.moseleywilliams.com & www.seriousshift.com

The Advisor Advancement Podcast Network
Advisor Elevation Ep 10: Why Experience Matters with Dennis Moseley-Williams

The Advisor Advancement Podcast Network

Play Episode Listen Later Mar 2, 2020 74:11


If 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!

Advisor Elevation
Ep 10: Why Experience Matters with Dennis Moseley-Williams

Advisor Elevation

Play Episode Listen Later Mar 2, 2020 74:11


If 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!

The Rational Reminder Podcast
Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley-Williams (EP.85)

The Rational Reminder Podcast

Play Episode Listen Later Feb 13, 2020 72:33


The 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, Dennis unpacks the evolution up to this point, showing how each step requires adjustments and progress from providers and the space that opens up due to technological advances must be filled with something of value. We discuss communication, fulfillment and happiness and Dennis makes a strong argument for the role of the financial advisor reaching beyond the bank; he believes it should include all important areas of life. The last part of the episode is spent thinking about ways that willing advisors can offer the most to their clients and how to pitch and scale these businesses in the smartest ways. For this fascinating chat with a truly innovative thinker and gifted speaker, be sure to join us! Key Points From This Episode: Dennis' explanation of the experience economy and trends in the financial services industry. [0:04:04.4] How Dennis found himself in the world of finance and investments. [0:07:07.7] The evolution of the skillset needed for good financial advice. [0:09:38.2] The five stages of experience and the lasting impact of a meaningful experience. [0:14:40.7] What the experience economy means in terms of finding good financial advice. [0:18:52.9] The space created by new tech advances and what will fill it. [0:23:35.6] Better communication in today's economy; physical and virtual experiences. [0:31:41.5] Differences between big and small business; pitching your offer for those who care. [0:33:29.3] Red flags and green lights for investors in the search for the right advisor. [0:38:12.2] The place of technical financial know-how and its decreasing value. [0:42:31.7] How an advisor can fill the space left by the church. [0:48:31.3] Happiness and fulfillment; putting funded contentment at the top of the list. [0:54:47.8] Dennis' hopes and predictions for the future of financial advice. [0:59:00.2] A highly differentiated and relevant offer — the recipe for success. [1:01:35.5] Connecting clients and allowing relationships to grow out of advice. [1:04:02.6] The question of scale; the care and caution that goes into growth. [1:08:39.9] Dennis' own definition of success in his life! [1:10:54.6]

The Advisor Advancement Podcast Network
16 Ways From Sunday Ep. 18 - Dennis Moseley-Williams: On the Experience Economy and Serious Shift

The Advisor Advancement Podcast Network

Play Episode Listen Later Nov 19, 2019 67:46


In this episode of 16 Ways from Sunday, Mark Mersman interviews Dennis Moseley-Williams. He is the founder of DMW Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. This episode is all about building the experience within your practice. Are you ready to shift from service to experience? If so, this is the episode for you.

16 Ways from Sunday
Ep. 18 - Dennis Mosley Williams: On the Experience Economy and Serious Shift

16 Ways from Sunday

Play Episode Listen Later Nov 19, 2019 67:46


In this episode of 16 Ways from Sunday, Mark Mersman interviews Dennis Moseley-Williams. He is the founder of DMW Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. This episode is all about building the experience within your practice. Are you ready to shift from service to experience? If so, this is the episode for you.

Strategy with Jason
Coffee With Jason - Episode 019 - ft. Dennis Moseley-Williams

Strategy with Jason

Play Episode Listen Later Jul 4, 2019 48:31


Time to get your Closers Coffee ready for another episode of Coffee With Jason! Jason's guest is Dennis Moseley-Williams, the Founder of DMW Strategic Consulting. The two men discuss increasing the perceived value of your business, the four realms of experience, and visiting a car mechanic.

Podcasts – Insurance Journal TV
The Customer Is the Product

Podcasts – Insurance Journal TV

Play Episode Listen Later Apr 29, 2019 36:33


Our repeat guest Dennis Moseley-Williams is a fascinating, fun and informative personality – don’t miss this episode in which he outlines danger lurking for firms that aim to improve service and efficiency – all for the sake of convenience alone. Dennis is a speaker and author on the Experience Economy, where it’s not so much about speedy service. “Services and experiences are not the same thing. Service isn’t the experience. People try to improve service instead of improving experience.” He asserts instead that, in the Experience Economy, “the customer is the product.” Focusing on the insurance product alone isn’t going to sustain organizations. Dennis offers excellent suggestions on educating consumers, reducing paperwork, and – wait for it – insurance jargon. You’ll enjoy this installment. The post The Customer Is the Product appeared first on Insurance Journal TV.

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

Financial Advisor Success

Play Episode Listen Later Mar 5, 2019 114:39


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 

The NEW Wholesaler Masterminds Radio Show
#333 Wholesaling In The Experience Economy with Dennis Moseley-Williams

The NEW Wholesaler Masterminds Radio Show

Play Episode Listen Later May 22, 2018 25:54


Is 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 through Wholesaler Masterminds Speakers Bureau contact us at info@wholesalermasterminds.com