The Experience Economy w/ Dennis Moseley-Williams
AFO|Wealth Management Forward

The Experience Economy w/ Dennis Moseley-Williams

2023-10-05
In our latest episode, Rory interviews keynote speaker and customer experience thought leader Dennis Mosley-Williams, the founder of Dennis Moseley-Williams Strategic Consulting, and co-founder of the Serious Shift Community. Discover insights from their discussion on the McKinsey study regarding the future of advice, and learn how advisors can evolve beyond traditional financial planning to become advocates for their clients by considering their overall well-being. This episode explores the shift...
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