Human Experience Design

For Financial Advisors | taught by Tom Frisby
Buy $3,500.00
Tom Frisby
Tom Frisby
Power Strategist

About the Instructor

This course is co-taught by Tom Frisby, Dennis Moseley-Williams and Arthur Zards.

As a former practicing financial advisor, Tom Frisby brings an insatiable business passion to his coaching and consulting work with the goal of helping clients and their teams achieve long-term growth through creative and sustainable solutions adapted to the Experience Economy.  He’s a graduate of the U. of Victoria (B.A./B.Ed), Royal Roads University (MBA Management Consulting) and the Wharton School of Business (Executive Coaching).

A certified expert in the Experience Economy and popular speaker, Dennis Moseley-Williams 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. Dennis is also the author of Serious Shift: How Experience Staging Can Save Your Practice

This course was designed in conjunction with Arthur Zards, founder of Lab Z, an innovation agency dedicated to a new approach for designing authentic experiences. For further information about Arthur, check out Lab Z at

If you want to harness the next wave of value that will drive your business in the financial services, you have come to the right place!

There are two critical success factors in a thriving financial services business. The first is maximizing revenue by retaining clients. The second is reducing the cost of developing business by being highly referable. In order to be successful in these two areas, you must address the shifting expectations that clients have in the financial professional that they choose to use. More and more clients are expecting higher levels of relevance and personalization in the EXPERIENCE of financial advice.

Tapping into Human Experience Design will give your business the edge it needs to thrive for years to come.

NOTE: Pricing is in USD. Course access expires 6 months from time of enrolment.

Course Contents

6 Multimedia
5 Texts