If I asked your clients to tell me something about you, what would they say? That you’re nice? Maybe you do a nice job with their assets?
That may have worked 20 years ago, but times are changing. Human competition is ferocious and Artificial Intelligence is popping up more and more in the financial services industry.
Your clients can buy investments from anyone…so why you?
Tune in to part one of my conversation with Dennis Mosely-Williams; Business Coach, Certified Experience Economy Expert, excellent skier, and philosopher* as we talk about the Serious Shift you need to make your practice meaningful, memorable, and balanced.
*I bestowed this title on DMW, but once you’ve listened, you’ll agree!