Many of us are seeking ways to create fulfillment and get better throughout our journey in life. From personal finances to personal development, our conversations are infused with honesty, transparency, and a dash of humor. Hosted by John Kennedy, CFP®, Matthew Marcoux, CFP® and TheRichB. © 2024 CandorPath Financial. All Rights Reserved. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CandorPath Financial and JWC/JWCA are unaffiliated entities
Episodes
Wednesday Nov 13, 2024
Wednesday Nov 13, 2024
In this episode of The Above Board Podcast, John Kennedy shares how ideas from Unreasonable Hospitality by Will Guidara can bring warmth and authenticity to client experiences. Reflecting on his own clunky service encounters, John discusses why small, genuine touches matter more than ever in a world driven by automation. He explains how CandorPath makes clients feel valued—like custom welcome packages and thoughtful check-ins that go beyond the usual. Listen in to discover simple ways to make every interaction feel personal and build lasting connections.
- 00:15 The Book Study: Unreasonable Hospitality
- 00:37 Poor Service
- 02:32 The Future of the Service Industry
- 03:13 Balancing Technology and Personal Touch
- 04:14 The Value of Strategic Planning in Services
- 05:41 Creating Memorable Client Experiences
- 08:00 Lessons from Ritz Carlton and Disney
- 10:32 The Importance of Small Gestures
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