Dennis Moseley-Williams

You have probably heard the “Boiling Frog” analogy. It goes like this: If you put a frog in boiling water it will jump out, but if you put the frog in cold water that is slowly heated the frog will not perceive the danger, and will eventually die. In this case the Frog was Kodak, [...]

The day I met Heidi, I was working in Minneapolis, and my client had arranged a personal meeting with some advisors. I was told ahead of time that they have a great business, and that I would enjoy meeting them. Charles (Chuck) Blossom and Heidi Helmeke are fantastic financial advisors, and the entire team at [...]

You can read Part One here if you missed it. Thank you for all the feedback on our blog last week, we appreciate it. Look for an Advisor Profile later this week that you will enjoy. This blog is about the next step of the Thanksgiving Season campaign where we are looking to uncover new [...]

Every year at this time I get my clients excited about the possibilities of the season. We all know that at this time of year friends and family members get together, visit, catch up, and share news. Rather than write a great big long missive about this campaign and how it works, I am going [...]

“What is strategy?” This probably seems like such an easy question to answer, we hear the words “strategy” and “strategic” bandied around like confetti. Yet, it is probably the most difficult thing you will ever do as far as improving, protecting, or even growing your enterprise. People often decide that they need to work on [...]

Here is a shot of Dennis finishing his book up at Galt’s Gulch.  

We get asked about CRM software (client relationship management) all the time because Dennis is always harping on the benefits of integrating a CRM to support your client service matrix. The truth is we were using www.salesforce.com for most of our business, but also some features of Outlook and even some features of Google. And [...]

I will admit that sometimes I need encouragement. Sometimes I need to have someone to say to me “Hey – I agree with you, I do what you say to do and it works and no you are not crazy and YES if everyone did this the entire world would be a better place.” Twice [...]

Dennis with Renee Balfour from Putnam Investments, and Ed Selermo of Mass Mutual at the Mass Mutual National Conference in Orlando this past weekend.