Vance MorrisFinancial 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 assets when life hits.
Vance MorrisTwo 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.
Vance MorrisIn 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, referrals, and repeat business.
Vance MorrisMost 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 more, and stop wasting time on tire kickers.