We agree to make each other aware of errors as soon as they are discovered.
#Breakaway movement full#
We take full responsibility for any errors made and we learn from them. We are committed to living our lives from a place of joy and kindness, and hope to have long-lasting, healthy relationships with each other and all of our clients. Our relationship needs to be reevaluated if we ever stop enjoying or respecting one another. “I don’t know, but I’ll find out” is an acceptable answer to a client. “I don’t know” is an acceptable answer between staff members.
If an employee is uncertain they need to ask. We have short daily meetings and longer weekly meetings to give us time to communicate about any issues. We do not speak behind employees' backs, and if it does happen, it is understood this information will be shared with the employee of concern. If there is a criticism of another employee or the way things are done, we listen to each other from a place of learning, empathy, and goodness and work to resolve the situation through compromise. If something bothers an employee, they need to share that information. We have an open door policy with honest, direct, and clear communication.In our firm, we have “corporate engagement standards” that spell out how we act at all times. Focus on characteristics of your organization that turn your job into a calling.
How is this done?įirst, create the culture. If they plan to start their own firm, then they need to foster a healthy culture from day one. When striking out at a new independent firm, they need to ask how culture is created, communicated, and maintained. Advisers I've interviewed recognize they come from an unhealthy culture.
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