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 Summit
• Book: Serious Shift 
• Certified Experience Economy Expert: Strategic Horizons
• Website:  MoseleyWilliams.com
• Interested in booking Dennis to speak? Contact Chris Dungworth at 612-747-6200 or via email at [email protected]