If you want some Serious Shift you have come to the right place!
What then is an ideal financial planning practice? Everyone’s vision will be a little different but I bet that every advisor would put predictability in the top three. More assets. Predictable experience matrix. Predictable revenue.
After all, if your business isn’t predictable then you don’t have a business. You have a contract.
This program will help you ensure that you are caring for your clients and managing your business in a way that is consistent with your intentions and core beliefs.
We sincerely hope that this is only the beginning of our relationship together. We hope that this program leads you to a workshop or a retreat with us. Certainly we would love to hear from you, so feel free - and welcome - to reach out at any time.
NOTE: Pricing is in USD. Course access expires 6 months from time of enrolment.
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 www.labz.io.