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How Do Financial Advisors Keep Clients After Death, Divorce, or Incapacity?
Financial advisors don’t lose clients over performance. They lose them during death, divorce, and incapacity. Learn how client relationships actually break and what to do to retain spouses, heirs, and... ...more
Customer Keepin'
March 30, 2026•6 min read
Did the Dog Eat Your Professionalism? What Financial Advisors Must Know About Client Experience and Cancellations
Two cancellations. One week. Both blamed on dogs. Financial advisors, your clients are keeping score every time you drop the ball. Here's what Disney taught me about showing up when it matters most. ...more
Customer Keepin'
March 30, 2026•9 min read
Get Customers 17 Ways with Vance Morris
In this episode, Vance Morris shares how service businesses can create memorable customer experiences, build tellable moments, recover from mistakes, and turn everyday interactions into loyalty, refer... ...more
Customer Gettin'
March 22, 2026•1 min read
The Clients You Should Fire… Before They Ever Call You
Most financial advisors attract the wrong clients because their marketing tries to please everyone. Learn how to clearly define who you’re for, and who you’re not, to attract better clients, charge mo... ...more
Marketing ,Customer Gettin'
March 19, 2026•4 min read
"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
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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