by Dennis


How many phone calls did you get when the market was melting?  If you got a lot, then your clients think you sell investments and advice. And this is bad for several reasons.

Check out the video below:

So to summarize:

  1. Investments and advice are commoditized in that they compete on price. When you compete on price, it means that nobody thinks you’re worth paying more for.
  2. It also means that you are doing a bad job of explaining what a balanced, diversified portfolio is.
  3. Focus on how you update and educate your clients. The service is the update, the experience is how it resonates.

Did you like this video? What challenges in the marketplace are you having that I can address in future Serious Shift Blogcast episodes? Please share your thoughts in the comments section below.

Thank you,

Dennis Moseley-Williams

Are you ready to shift? We have worked with thousands of professionals who want to “SHIFT” and create more for their customers and themselves.