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The Profitable Advisor Podcast

Every month, million dollar fee-based financial advisor Dan Cuprill shares ideas and strategies on how build profit-driven planning practices. For more information, visit

Aug 1, 2020

Every business is searching for ways to separate itself from the competition and customer experience might just be the key. What if you took the incredible service techniques that makes Disney one of the greatest experiences in the world and apply it to your practice?

Vance Morris used to work at Walt Disney World and now brings the lessons and strategies he learned to businesses across the country and helps add magic to the customer experience. We asked him to join the show and share some of the strategies he talks about in classes, books, and speaking engagements.

This is a very valuable conversation for every advisor because we’re in challenging times for small businesses across the country. Performance is down across the board and everyone is searching for ways to stand out. Morris specializes in helping clients do just that and he’ll share some valuable insight on the show.

Every business is a commodity and what separates you from your competition is the customer experience. If you can elevate that experience, you’ll be able to attract more customers and hang onto the customers you already have. If there was ever a time to try something new and create a version 2.0 of your business, it’s now. Let us help you do that with a great conversation that touches on a wide variety of topics, including a really detailed look at how Morris packages his version of the shock and awe kit and everything he includes.

So as you go through the episode today, keep an ear out for some of these topics that we cover:

  • Why to make the customer experience such a priority.
  • Bringing out your personality in your business.
  • How to see your business the way your customer does.
  • What Vance puts in the kit he sends out to potential customers.
  • What can you do in place of testimonials?
  • The Disney classes and trips he offers.
  • Marketing efforts should be focused primarily on retaining clients.
  • Strategies for newsletters.


We’d also recommend his book, which we talk about during the show. You can find it here:

More on our guest: 

For more on this topic and other strategies to growing your business, join us over at


Today's Show Schedule: 

1:57 – Start of our interview

4:07 – Why are these strategies so valuable right now?

6:50 – What are some things financial planners can do to improve the experience?

11:43 – Ideas for attracting new clients.

18:07 – Little things that can improve an office.

22:38 – How to take advantage of our current state of virtual working.

27:59 – Vance explains what’s in the kit he sends to potential customers.

32:17 – Why Vance still includes an audio CD.

35:43 – What else is in this kit?

37:00 – What to do in place of testimonials.

40:43 – Strategies for newsletters.

44:18 – Ways to thank clients for referrals.

47:20 – The products and services Vance provides that could be of value to you.