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"Botox" Killing Your Financial Advisory Authority
Stop bleeding clients to the "Sea of Sameness." Discover how Systematic Magic™ and the Disney approach to experience engineering can build a titanium cage around your best wealth management clients. ...more
Funny with a Biz Lesson
March 12, 2026•2 min read
The Heartbreaking Truth About Your Failing Customer Experience
Is Your Business Rotting? Stop the systematic failure killing your profits. Discover how Disney's "plussing" secret saved their bottom line and how you can engineer a titanium cage around your clients... ...more
Customer Keepin'
February 24, 2026•3 min read
Why Your Clients Feel Replaceable 02.19.26
Why financial advisors lose clients even with solid performance. Discover how to engineer a compounding client experience that strengthens identity, deepens loyalty, and improves retention without com... ...more
Customer Keepin'
February 19, 2026•3 min read
The Ketchup Keg Is Smarter Than Most Marketing Campaigns
Client retention isn’t lost to fees or performance, but to irrelevance. This Super Bowl marketing stunt shows why advisors who only “check in” miss the moments that actually lock in loyalty and stop s... ...more
Customer Keepin'
February 03, 2026•2 min read
Big Tech Is on Trial. Personal Responsibility Isn’t, That’s the Real Problem
A landmark social media trial exposes a deeper problem: blaming systems instead of owning decisions. From parenting to business, this piece shows why responsibility, not lawsuits, is the real leverage... ...more
Servin
January 27, 2026•4 min read
What Ridiculous Wine Descriptions Teach Us About Customer Experience and Retention
What absurd wine descriptions teach us about customer experience and retention and why confusion, not price, drives customers away. ...more
Funny with a Biz Lesson
January 13, 2026•2 min read
Customer Retention Predictions for 2026
Customer retention will decide who survives 2026. Why “good service” fails, customers leave silently, and experience is the only lever that keeps loyalty, referrals, and profits from leaking. ...more
Customer Keepin'
December 30, 2025•4 min read
Why Customer Experience Will Decide Who Keeps Customers in 2026
Customer experience isn’t a “nice to have.” It’s the last real competitive advantage. This looks at what CX actually is, where it’s headed in 2026, and why the businesses that engineer loyalty will do... ...more
Servin
December 23, 2025•4 min read
Trumps war on customer experience
Trump’s latest Management Agenda never mentions customer experience or customer service. That silence matters. When CX disappears from leadership priorities, friction replaces trust and customers feel... ...more
Servin
December 19, 2025•1 min read
The Retention Report
Deliver Service Now institute
Dear Entrepreneur,
Customers don’t leave because of price or "the economy." They leave because of the friction you’ve stopped noticing and the indifference they’ve started feeling.
The Retention Report is an almost daily dispatch that exposes one CX blind spot at a time, and shows you exactly how to fix it.
Two minutes.
One idea.
Zero fluff.
If you’re tired of "we thought they were happy" being the reason you lose revenue, it’s time to stop the bleed.
Build loyalty on purpose, one day at a time.
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