This Isn’t for Everyone.
It’s for the ones who know there is a better way.
For the financial advisors who know there’s more — more impact, more clarity, more meaning (and yes, more money).
We’re Dennis and Tom.
We coach, speak, and run workshops for people in financial services who are tired of blending in.
This isn’t about sales tactics or hustle culture. It’s about building something real. A business with a heartbeat. A brand that clients don’t just like — but love, trust, and tell their friends about.
If you're ready to matter to the right people — to build something that lasts — let's talk.
STAGE EXPERIENCES FOR YOUR CUSTOMERS
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BUILD A REFERRAL-GENERATING COMMUNITY
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GROW YOUR BOTTOM LINE
MARKETING IS DEAD.
Traditional marketing? Outdated, expensive, and ineffective. People crave authenticity and connection. When they find it, they embrace it—and guess what? Enthusiasm is contagious.
MEET YOUR COACHES
We’re Dennis and Tom.
And we’re here to challenge your entire marketing strategy.
MEET DENNIS
Dennis is the frontman. The familiar face. The one you know.
He sees things differently. He saw them first. And he doesn’t just follow trends—he spots the shift before it starts.
He shakes things up by helping businesses become movements, clients become members, and experiences become stories worth sharing.
That’s the shift.
MEET TOM
Tom is the producer. The quiet presence on the other side of the glass. He sees what you’re trying to say—often before you do. He listens—really listens—and shapes the raw into the remarkable. He brings clarity, finds rhythm, and makes it all sing.
While others chase noise, Tom builds harmony. While others talk, he hears what matters.
That’s the difference.
HERE’S HOW IT WORKS
HAVE COFFEE WITH TOM
HAVE COFFEE WITH TOM
If you’re interested in coaching, book a coffee chat with Tom.
It’s not a sales call. It’s a casual chat over coffee on Zoom to pick his brain, ask questions, or just get a sense of how building a community of belonging can transform your business.
And hey, if you find him boring (highly unlikely), you can blame the fuzzy Internet and dip out early.
SPEAKING TOPICS
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BUILD BELONGING
This isn’t about customer service. It’s about connection. Build something bigger than a business—a place where people feel seen, understood, and part of something that matters. Belonging isn’t a bonus. It’s the point.
KEY TAKEAWAYS:
1. Why a client community beats a client base, every time.2. How thinking like a “membership” brand deepens loyalty and drives referrals.
3. The essential frameworks to design experiences that stick.
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THE ROI OF REMARKABLE
Customers don’t want more stuff. They want meaning. Experiences are the new differentiator—personal, memorable, worth talking about. Step beyond transactions and learn how to create moments that matter.
KEY TAKEAWAYS:
1. Why experience—not service—is your real competitive edge.2. How to make time with clients feel valuable, not just efficient.
3. What it takes to design experiences that transform, not just inform.
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10 SERIOUS SHIFTS
Drawing on 30 years of work with successful entrepreneurs, I’ll share the 10 key shifts that lead to a business that works and a life that matters, so you experience less grind, more meaning, and real results.
KEY TAKEAWAYS:1. Escape the grind without losing momentum
2. Design experiences that drive deeper impact
3. Align your business with the life you actually want
WORKSHOP TOPICS
For group workshops, choose the topic that’s most beneficial for you, and reach out to schedule a session.
THE GURU EXPERIENCE WORKSHOP
The rules for attracting and keeping clients have changed, and the Guru Experience will help you keep up with (and master) those changes. In this workshop, you'll learn a framework for creating more trust and connection in every client interaction.
ADVISOR TO ADVOCATE WORKSHOP
(Financial Services Specific)
Client services and client experiences aren't the same. This workshop focuses on creating value beyond just goods and services. You’ll discover how to shift from providing basic services to crafting experiences that are memorable, shareable, and referral-generating.
THE 5 PHASES OF EXPERIENCE DESIGN WORKSHOP
This workshop dives deep into the fundamental framework of the ROI of Remarkable, teaching you how to stage client experiences that are both memorable and actionable. We’ll help you design experiences that not only surprise and delight but also build lasting loyalty.