Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
The Future of Wealth Management Part 1: Exceptional Service
The Bucket Plan® On-Demand Series
29 minutes 12 seconds
4 months ago
The Future of Wealth Management Part 1: Exceptional Service
Client expectations continue to evolve in wealth management, and exceptional service delivery has become the key differentiator for advisory practices. In this first part of our two-part conversation on the future of 120% wealth management, we explore how strategic client experience enhancements can differentiate your practice and drive sustainable growth. Join host Dave Alison as he interviews Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP, CEO of Bryn Mawr Capital Management and WSFS Bank. Together they discuss practical strategies for creating memorable client touchpoints and implementing scalable service enhancements. From $8 barbecue sauce gestures to systematic milestone recognition, learn how to build the kind of exceptional service that creates lasting client loyalty in an increasingly competitive landscape.Resources:* Financial Services Coaching: FinServ Foundation (https://finservfoundation.org/)* Estate planning platform: Wealth.com (https://www.wealth.com/)* Books referenced:Find Your Freedom by Jamie HopkinsUnreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will GuidaraFinancial planning process: The Bucket Plan® (https://c2penterprises.com/bucket-plan/)
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
