Event - The Hospitality Challenge: Thousands of Advisors offer great service. Few offer Unreasonable Hospitality

For decades, financial advice has been about delivering a product with good service. The future of financial advice will be about human connection.

Date
Time
11:00 AM CST
Duration
45 min
Location
Virtual

Overview

You send birthday cards. You respond quickly. You offer coffee in the lobby. Your clients love you.

So you're doing Unreasonable Hospitality, right?

Probably not.

After observing hundreds of advisory practices, I've seen that what most advisors believe is exceptional is actually just table stakes. Friendly isn't hospitality. Responsive service isn't hospitality. Even going "above and beyond" in predictable ways isn't hospitality.

Real hospitality—the kind Will Guidara built at Eleven Madison Park—isn't a list of tactics you copy from a LinkedIn post. It's not "5 client appreciation ideas" or a better onboarding checklist. It's a spirit. A posture. An internal transformation that reshapes how your entire team thinks about the people you serve.

And in a world where portfolio management and financial planning are rapidly commoditizing, hospitality might be the only competitive advantage left that actually matters.

In this webinar, we'll explore:

  • Why most "client service excellence" is just doing the expected well
  • The difference between service (transactional) and hospitality (transformational)
  • Why hospitality can't be faked, copied, or reduced to a checklist
  • How to cultivate an authentic spirit of hospitality within your team that expresses itself outwardly in ways unique to your firm
  • What true differentiation looks like in an experience-driven economy

This isn't a feel-good session. It's a challenge. If you're willing to examine whether your "exceptional service" is actually exceptional—and do the internal work to become a truly hospitality-driven firm—this webinar is for you.

Register for this event

Date
Time
11:00 AM CST
Duration
45 min
Location
Virtual

Speakers

Shaun Morgan

Shaun Morgan

Founder, Morgan Advisor Consulting

Tell me about your firm

My office

  • Richardson
    514 Lockwood Dr
    Richardson, TX 75080