In 2021, will you
need to Shift?
Are you having a difficult time creating a better Client Experience to win more business and keep your existing clients from leaving?
Is your "Lizard Brain" getting in the way? Is your practice running you, versus you running it?
If you answered yes to any of these questions, it's time to Shift. Seriously Shift.
If you need a better plan and a Community of Professionals for support-
Join The Inner Circle
Choose your level of commitment.
Go at your own pace with Online Training.
Level up to Full Mastery and Accountability.
Inner Circle - Blue Level
Starting at $47 mo
Learn and implement at your own pace the Power of the Experience Economy by diving into the 5 Stages of the Experience Economy Framework.
Inner Circle - Green Level
Starting at $197 mo
Receive Access to Blue Level, plus become part of our Experience Economy Inner Circle Community. Having a framework to follow and monthly group accountability is crucial.
Inner Circle - Yellow Level
Work directly with Tom and Dennis, your Serious Shift Guides, to create a Serious Shift strategy developed for your business, your market and your needs. Includes monthly accountability program to keep you on track.
Inner Circle - Orange Level
This is where real Mastery takes hold. Tom and Dennis dive deep with you into a Personalized Mastery Program designed to elevate and SHIFT your business. We work 1-on-1 with you and your team, giving you the roadmap to new found growth, experience and outcomes.
Inner Circle Mastermind 2021
Join Dennis and the Serious Shift Team along with a limited group of Advisors and professionals like yourself at The Cottage.
Limited to 10 Mastermind Participants.
Our Happy Clients
"I have been following Dennis' career for the past few years and have become a big fan. His book "A Serious Shift" captures all that can be right about the Financial Advisory industry and issues a clear challenge to all of us to live up to our personal best and become relevant in our clients' lives. In my opinion, Dennis is the HEART of our business. I highly recommend Dennis and Dennis Moseley-Williams Strategic Consulting to any advisor who wants to expand their personal sphere of influence and lead a life that matters."
- D. Wolf
"I thought I would mention that I have had 8 referrals in the last three weeks, have signed up $1,300,000, have another $300,000 pending, and have yet to meet 4 of them. That's in addition to new money coming in from existing clients. You won't believe it: I was writing to my manager to tell him I had 7 referrals, the phone rings and it's an 8th referral. Thanks for the help!"
- G.M, CIBC W. Gundy
"Tom has the ability to listen and hear my problems and concerns. He then makes suggestions and offers useful, tailor-made, implementable advice. Through the years, we have worked with a number of business coaches and we seemed to “outgrow” their capabilities within about a year. Not so with Tom!" - C.H. USA