The Rational Reminder Podcast: Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley-Williams (EP.85) (opens in new tab)

The financial advice industry has always been a place of change, and yet certain old practices hang around for decades. Our guest today, Dennis Moseley-Williams, is all about moving things forward for the good of the client and the advisor. The basis of his understanding is the characterization of the economy as one fundamentally built around experiences. Applying this lens to the financial sector means that advisors need to think about how to provide more than just a service to their clients...