Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with

financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial

advisors navigated the inevitable challenges that arise on the path to success and get insight

from leading industry consultants about how to break through to the

next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone.

Welcome to the 114th episode of the Financial Advisor Success podcast. My guest on today's podcast is

Dennis Mosley Williams. Dennis is the founder of DMW

strategic consulting, a boutique consulting firm that works with financial advisors and how to design

and deliver a great client experience. What's unique about Dennis, though, is that he's not

simply focused on how to improve client service, but that he's trained and studied under

Joseph Pine, author of the seminal book, The Experience Economy, and is specialized in applying the

experience economy concepts specifically to the domain of financial advisors. In this episode,

we talk in depth about the difference between simply giving better client service and a truly distinct

client experience, how the focus of better service is to save clients' time and money, but

a great client experience is about ensuring that the client's time is well spent.

How the delivery of a great client experience starts with viewing everything about your

financial planning process as an experience to be

staged for clients. And why in the end is not just about what you do for clients, but what

change for the better you help to create in their lives. We also talk about the practical steps

to start adapting your firm towards delivering a better client experience, starting with how to

more effectively

target who you want to serve by taking a niche, niche, weird approach to identifying your target

...