1. Client needs focused
- We work for our clients. Without them, we have no business or purpose. Our destiny will be forever linked with the client’s needs being worked into their successful financial life plan. When they succeed, we succeed.
- We listen to our clients to make sure we understand their unique circumstances. Financial planning will always have major factors to consider, but our goal is to weave the individual or family needs into the plans we co-create with our clients.
- We will communicate often with our clients to continually evolve with their constantly changing world.
2. Teamwork & Leadership
- No single person has all the skills, ability or knowledge in any given subject. We all need each other to accomplish the heavy responsibility of guiding our clients and our teammates to achieve better than they think they can.
- Strive to always act for the greater good of the organization and our clients.
- Lead in all area where we are in control.
- Actively follow and engage to support the team and client success. Individual success and satisfaction are achieved by doing this always.
3. Character, Trust & Respect
- There is no judgement against acting with character. Our goal is to exceed expectations of ourselves and our clients. We make sure we deliver on our promises.
- Trust is hard to gain and easy to lose. We will live to be trustworthy and therefore not be individually the focus of the day. The focus is to be constant in supporting each other and our clients.
- Each person has been created for a purpose. We will always respect each other and our clients for the special and unique person they are. We approach each victory and challenge with great thankfulness and respect – the goal to raise each other up.
4. Resolute to Challenge and Change Cultural Status Quo
- We are resolute to educate and inspire ourselves and our clients toward setting the standard high for their financial life. We don’t just earn a living, we live to effectively wield our resources for a life well-lived.
- It will take quite a lot of convincing to help our clients see the potential of their financial life – but, those who will see it will remain on the journey for a life-time.
- We hope that our work in ourselves and our clients will carry on and effect generations to come; and the Status Quo will be wealth – not want.
5. Above & Beyond Expectations
- We will set the bar higher than our competitors to make sure we relate to our clients above and beyond their expectations.
- We will set the bar higher than our own experience to continuously grow and operate at levels above and beyond our expectations.
- We will set the bar higher than our client’s experience to impress them above and beyond their expectations.
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The Paladin Experience
Years of experience have prepared us to guide you through your life transitions. Analyze, Advise, Act, Assess + a unique personal relationship with your advisor.