Preconference Workshop: Design Experiences That Drive Growth
Wednesday, May 6 | 1-4 p.m.
Great service is expected. Memorable experiences are what set firms apart.
This immersive preconference workshop challenges you to rethink how clients experience your firm and shows you how intentional experience design fuels loyalty, referrals, and sustainable growth. Move beyond delivering services to creating interactions that feel personal, meaningful, and worth your clients’ time, turning strong relationships into a natural growth engine.
Through proven frameworks and real-world examples, you’ll learn how to design client experiences that deepen trust, strengthen retention, and inspire referrals without relying on transactional tactics.
After attending this preconference, you will be able to:
- Design intentional client experiences that build loyalty, generate referrals, and support long-term revenue growth
- Create personalized touchpoints that clients perceive as meaningful, memorable, and valuable
- Shift from transactional interactions to experiential engagement that changes how clients relate to your firm
- Position client experience as a primary driver of organic growth and retention
Pricing
- $199 for members
- $249 for non-members
Add this preconference workshop to your registration and invest in a client experience strategy that drives long-term growth.
About the Presenter
Dennis Moseley-Williams is an expert in customer experience and a leading voice in applying experience design to financial services. He helps organizations move beyond service delivery to create intentional, transformative experiences for clients, customers, and employees.
He is the founder of Dennis Moseley-Williams Strategic Consulting and co-founder of the Serious Shift Community for financial advisors. Dennis is also a pioneering member of The World Experience Organization and a contributor to experience design education for advisors. He is the author of Serious Shift: How Experience Staging Can Save Your Practice, a guide to adapting the experience economy to the financial services industry.