Beyond The Numbers

July 2, 2026by Karla Dunne

“We’re a hospitality company that happens to do wealth management.”

That simple statement has completely changed the way I think about our profession.

In April, some of our team attended the Unreasonable Hospitality Summit in Nashville to hear Will Guidara (pictured above) speak. For those who may not be familiar with him, Will is the author of Unreasonable Hospitality. The book follows his journey to becoming the general manager of Eleven Madison Park and how he helped transform the restaurant through a combination of culinary excellence and personalized hospitality.

The core idea behind Unreasonable Hospitality is simple: go beyond what customers expect and create unforgettable experiences.

One of the partners at our firm introduced our team to the book and encouraged each of us to read it. When I first heard about it, my mind immediately went to restaurants and hotels. I remember saying that out loud one day, and that’s when one of our partners shared the quote at the top of this post, and he was right.

I had never thought about our work that way before, but the more I reflected on it, the more it made sense. While we may not serve meals or manage hotel reservations, we are in the business of serving people. Every interaction is an opportunity to make someone feel valued, cared for, and understood. We strive to practice unreasonable hospitality for our clients every day. Our clients are important to us, and we celebrate life milestones alongside them. The milestones they’re celebrating, and the challenges they’re navigating gives us important context. Better financial planning isn’t built solely on numbers, it’s built on understanding the people behind those numbers. The more we know our clients, the better equipped we are to offer advice that reflects their values, priorities, and long-term goals.

One of my biggest takeaways from both the book and the summit was that it challenged me to think differently about what great service really means. It’s not about perfection or extravagant gestures; it’s about intentionally caring for the people in front of you. Whether you’re in wealth management, healthcare, education, or any other profession, every interaction is an opportunity to leave someone feeling seen, valued, and understood.

At LeConte Wealth, we don’t just want to help our clients achieve their financial goals. We want them to feel genuinely cared for throughout the journey.

Because in the end, we’re a hospitality company that happens to do wealth management.

Karla Dunne

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