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Serious Shift

Our private consulting services are best suited for advisors with over 100MM in AUM, who have a desire to build a client experience that is remarkable and relevant to those they serve.

Serious Shift


​We are very proud of our work, and we provide references. Everything we create is bespoke for each individual client. We work with advisors and teams; we host an engaged and philosophically aligned community and we stage immersive events and retreats that inspire.​We really do hope that you feel you have found your place and if not, then we hope you findwhat you’re looking for soon.

Dennis Moseley-Williams & Tom Frisby

Dennis Moseley-Williams & Tom Frisby


I’m a business owner, a father, a husband and a brother. I’ve spent my career thinking and talking about customer experience, doing more work that matters, that transforms and is shared with others. I’m a certified Experience Economy Expert and a Pioneering member of the World Experience Organization.

I wrote a book called Serious Shift: How Experience Staging Can Save Your Practice and I have a blog that I have been writing for a long time. Sherri and I have two daughters and one cool Lab. We ski too much and we spend too much time at the cabin in the summer which is exactly how we like it.


As a former practicing financial advisor, I have an insatiable business passion for coaching clients and their teams to develop creative and sustainable solutions adapted to the Experience Economy.I have had the privilege of working with a who’s who of reputable institutions best seen on my LinkedIn page. My spare time is devoted to my family and sharing with them my other passions: hiking, cycling (with motors and not), kayaking, photography and guitar, with a little Old Timers hockey thrown in and a good book on the side.

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