Better Experience. Better Business. Better Life.
what we believe:
The financial services industry is not a sales job
Selling excellent investments and advice isn’t enough
Clients are looking for and measuring value in different ways
We have been helping those advisors that do for over 20 years
Experience and service are not the same things
Better client experience is your best marketing
Attracting new clients is easy and almost effortless
To succeed you have to change the role you play in your clients’ lives.
MEANINGFUL & LASTING
We are very proud of our work, and we provide references. Everything we create is bespoke for each individual client. We work with advisors and teams; we host an engaged and philosophically aligned community and we stage immersive events and retreats that inspire.
We really do hope that you feel you have found your place and if not, then we hope you find
what you’re looking for soon
As a former practicing financial advisor, I have an insatiable business passion for coaching clients and their teams to develop creative and sustainable solutions adapted to the Experience Economy.
I have had the privilege of working with a who’s who of reputable institutions best seen on my LinkedIn page. My spare time is devoted to my family and sharing with them my other passions: hiking, cycling (with motors and not), kayaking, photography and guitar, with a little Old Timers hockey thrown in and a good book on the side.
I’m a business owner, a father, a husband and a brother. I’ve spent my career thinking and talking about customer experience, doing more work that matters, that transforms and is shared with others. I’m a certified Experience Economy Expert and a Pioneering member of the World Experience Organization.
I wrote a book called Serious Shift: How Experience Staging Can Save Your Practice and I have a blog that I have been writing for a long time. Sherri and I have two daughters and one cool Lab. We ski too much and we spend too much time at the cabin in the summer which is exactly how we like it.
What Clients Say
"Since November, I have had meetings with 39 clients (21 AA Clients, 12 BB Clients, 4 CC Clients, and 2 Center of Influences). By the end of the year, we had received 5 qualified referrals with combined assets in excess of $6,000,000. This holiday season was the first I could remember that we have received personalized holiday cards and gifts including personal notes of gratitude for what we've done."
- R.K., Kemp Financial Management –