When it comes to revenue growth, today’s marketplace can challenge financial advisors in ways that didn’t exist all that long ago. Regulatory changes, diminishing profit margins, evolving technologies and shifting client expectations are some of these new pressures. Add the ease with which one can now switch advisors and acquire products and information online, and one comes to the following conclusion: the only unique competitive advantage is the exceptional experience an advisor can create for his or her clients. Very successful advisors (VSAs) know this. They understand that clients are looking for a consistent, memorable and meaningful experience, one that makes the client feel listened to and cared for. They know they must be fully aligned with their clients when it comes to respect, trust and shared purpose. It’s a tall order but a vastly rewarding one, and it’s absolutely achievable with determination, discipline and method. In Serious Shift: How Experience Staging Can Save Your Practice, Dennis Moseley-Williams examines the attributes and behaviors of VSAs, showing that the transition begins with changing – or shifting – one’s attitudes and expectations in order to live a life less ordinary. He addresses the obstacle of resistance to change and ways to overcome it. Step-by-step, he describes the processes that can transform one’s practice into an experience-driven enterprise built on trust and advocacy. Trust, transparency, engagement – these are not simply buzzwords of a new order. They represent the raison d’être of being in business, of forging strong relationships while reaping the results of one’s labors.
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We have a 10-day return policy, which means you have 10 days after receiving your item to request a return for reason of defect only.
To be eligible for a return, your item must be in the same condition that you received it, unworn or unused, with tags, and in its original packaging. You’ll also need the receipt or proof of purchase.
Damages and issues Please inspect your order upon reception and contact us immediately if the item is defective, damaged or if you receive the wrong item, so that we can evaluate the issue and make it right.
Exceptions / non-returnable items Certain types of items cannot be returned, like perishable goods (such as food, flowers, or plants), custom products (such as special orders or personalized items), and personal care goods (such as beauty products). We also do not accept returns for hazardous materials, flammable liquids, or gases. Please get in touch if you have questions or concerns about your specific item.
Unfortunately, we cannot accept returns on sale items or gift cards.
Exchanges The fastest way to ensure you get what you want is to return the item you have, and once the return is accepted, make a separate purchase for the new item.
Refunds We will notify you once we’ve received and inspected your return, and let you know if the refund was approved or not. If approved, you’ll be automatically refunded on your original payment method. Please remember it can take some time for your bank or credit card company to process and post the refund too.