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Immersive Program - The 8-Week Hospitality Lab

I've met with hundreds of financial advisors. Almost all of them claim to offer exceptional service.

The Problem

You've built a successful practice. But you know something's missing.

  • Your team delivers good service, but it feels transactional
  • Client interactions are professional but forgettable
  • You do "client appreciation" events, but they feel generic
  • Growth is happening, but it's not compounding organically
  • You don't know how to give your team the boost they need to elevate the entire morale and culture of your firm

Almost every advisor offers "great service." Very few offer genuine hospitality.

And hospitality is what people remember. Hospitality is what people talk about. Hospitality is what creates loyalty in a commoditized world.

The Solution

True hospitality isn't a program you bolt on. It's a spirit that runs through the DNA of your firm.

It starts with you as the leader. It spreads to your team. It shows itself in every client touchpoint. And it leads to the organic, compounding growth you've been chasing.

This isn't about copying someone else's "hospitality playbook." Hospitality has to be authentic to your firm—who you are, what you value, how you operate.

The 8-Week Hospitality Lab transforms your business across four domains:

Domain 1: Leadership

Does Hospitality Start With You?

Audit

  • I get to know you—your passion, vision, calling, strengths, weaknesses.
  • Do you embody hospitality as a leader? Is it in your DNA, or is it something you're performing?

Build

  • We crystallize a vision for hospitality that's rooted in who you are.
  • We develop the leadership behaviors and clarity needed to model this spirit for your team.

Domain 2: Your Team

Does Your Team Share This Spirit?

Audit

  • I get to know each team member, their strengths and development needs.
  • We assess team dynamics and culture. Is hospitality something your team does, or something they are?

Build

  • A culture where hospitality isn't about pleasing the leader—it's about becoming who the firm is.
  • We create structure, roles, and habits that make hospitality cool, natural, and sustainable.

Domain 3: The Client Experience

Where Hospitality Shows Up

Audit

  • Using Will Guidara's Unreasonable Hospitality framework, we examine every client touchpoint.
  • What's working? What's generic? What's forgettable?

Build

  • Systems and practices to create unforgettable, irreplaceable experiences.
  • Not cookie-cutter 'appreciation' tactics—authentic hospitality that reflects your firm's personality.

Domain 4: The Growth Strategy

Hospitality Leads to Compounding Growth

Audit

  • We evaluate your current approach—referrals, events, digital marketing—and assess what's working.

Build

  • A personality-matched growth plan rooted in hospitality.
  • When your clients feel genuinely cared for, they talk. Hospitality creates organic, compounding growth.
Morgan Advisor Consulting

The Schedule

8-Week Hospitality Lab Timeline

A structured transformation program that embeds hospitality into the DNA of your firm. Each week builds on the last, combining virtual sessions with on-site visits for lasting change.

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Week 1: Leadership Discovery

Week 1: Leadership Discovery

Individual virtual meetings with the lead advisor and each member of the leadership team or partner group. I get to know you as individuals—your personalities, backgrounds, strengths, weaknesses, vision for the firm, and passions. We'll also discuss any specific areas you'd like me to address with the team.

Week 2: First On-Site Visit

Afternoon presentation and workshop (3-4 hours) followed by dinner together. The next morning, we'll have a 2-hour working session where I'll provide specific focus areas for the team to begin implementing before our next engagement.

Weeks 3-4: Individual & Group Coaching

Virtual meetings with individuals or small groups (depending on firm size) to provide role-specific direction and work through implementation together.

Week 5: Leadership Feedback Session

I meet with leadership to share observations, feedback, and insights from my engagement with the team so far.

Week 6: Second On-Site Visit

Afternoon workshop (3-4 hours) to help the team systematize and sustain the work we've been doing. Optional dinner that evening.

Week 7: Leadership Debrief

Final leadership session to refine strategy, address any outstanding questions, and clarify next steps.

Week 8: Full-Firm Conclusion

A final meeting with the entire team to celebrate progress, clarify commitments, and conclude the Lab.

Investment - Pricing based on team size.

A single, transparent investment that includes everything—two on-site visits, all virtual sessions, and travel costs. No hidden fees, no surprises.

Small Team

3-7 People

$24k/$12k per pmt

Ideal for smaller, focused teams looking to build a strong foundation and elevate their client experience.

  • Two on-site visits
  • Virtual coaching sessions
  • Four-domain transformation
  • All travel costs included
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Growing Team

8-15 People

$32k/$16k per pmt

Designed for growing teams requiring extended workshop sessions and more nuanced team dynamic work.

  • Two on-site visits
  • Virtual coaching sessions
  • Four-domain transformation
  • All travel costs included
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Large Team

16+ People

$42k/$21k per pmt

Built for larger organizations with management layers and complex communication structures.

  • Two on-site visits
  • Virtual coaching sessions
  • Four-domain transformation
  • All travel costs included
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  • All travel costs included. No additional fees for flights, hotels, or expenses.
  • Payment: 50% upfront, 50% before Week 6.

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My office

  • Richardson
    514 Lockwood Dr
    Richardson, TX 75080