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:<ul><li>Financial Services Coaching: <a href="https://finservfoundation.org/">FinServ Foundation</a></li><li>Estate planning platform: <a href="https://www.wealth.com/">Wealth.com</a></li><li>Books referenced:</li><li class="ql-indent-1"><a href="https://www.amazon.com/Find-Your-Freedom-Financial-Planning/dp/0857199846">Find Your Freedom</a> by Jamie Hopkins</li><li class="ql-indent-1"><a href="https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People/dp/0593418573">Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect</a> by Will Guidara</li><li class="ql-indent-1">Financial planning process: <a href="https://c2penterprises.com/bucket-plan/">The Bucket Plan®</a></li></ul>

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