Deliver Service Now Institute | Customer Experience & Loyalty Strategies

Disney-inspired customer experience, retention, and loyalty strategies that

turn ordinary service businesses into unforgettable brands.

The Clients You Should Fire… Before They Ever Call You

Vance Morris

Published on: 19/03/2026

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 more, and stop wasting time on tire kickers.

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