LEADING WITH VALUES - CFAOC MARCH 2019 - Find a Society
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LEADING WITH VALUES
CFAOC
MARCH 2019
Abacus Wealth Partners, LLC is a Registered Investment Advisor
PURPOSE & VALUES
PURPOSE EXPANDING WHAT’S POSSIBLE WITH MONEY
CORE VALUES
Serve others
Serve
SERVE others
OTHERS Listen
LISTEN deeply
Listen
DEEPLYdeeplyand
& speak
and
SPEAK speak with
WITH care
with
CARE care
Serve others
Serve others Listen deeply
Listen deeplyandand speak
speak with care
with care
WeWe put
We the
put the
put needs
needs
the of
needsofour
our
of clients,
clients,
our the the
clients, Wecome
We come
We to to
come eacheach
to conversation
conversation
each with an
conversation withwithan an
WeWe put put
the the
needs of our
needs of clients,
our the the
clients, WeWe comecome to each
to conversation
each conversation withwithan an
team,
the andand
team,
team, our community
and our
our above
community
community our our
above open
open mind
mind
open rather
rather
mind than
than
rather thethe
than “right
“right
the answer.”
“right answer.”
team, andand
team, ourour
community
community above ourour
above open mind
open rather
mind thanthan
rather the the
“right answer.”
“right answer.”
individual
above desires.
our
individualindividual
desires. desires. We Wetell We
answer.” thetell
tell whole
the the truth
whole
whole to
truth
truth ourselves,
to toourselves, our our
individual desires.
individual desires. WeWe tell tell
the thewhole truth
whole to ourselves,
truth to ourselves, ourour
clients and
ourselves,
clients each
our
and other.
clients,
each and each other.
other.
clients andand
clients each other.
each other.
Bring genius
Bring genius Enjoy
Enjoy
Bring genius
Bring
BRINGgenius
GENIUS Enjoy
Enjoy
ENJOY!
We We
spend our our
spend timetimedoing what
doing we we
what We Webelieve thatthat
believe our our
timetimewithwith
AbacusAbacus
WeWe spend
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spend time
our timedoing
time what
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what We
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believe
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believethatour time
our
that time
our at Abacus
with
time Abacus
with Abacus
are are
bestbest
at and
at lovelove
and most.
most. should be the
should be bestbest
the years of (y)our
years of life. life.
(y)our
are are
best
we atbest
are
best and love
at
at and and most.
love
love most.
most. should
should bebethe
should bebest
the the years
bestbest
years ofof(y)our
years (y)ourlife.
life. life.
of (y)our
GOAL BASED ADVICE
GOAL BASED ADVICE
GOALS VS VALUES GOALS are values a client intends to live more of in their future.
PERSONAL VALUES
SOCIETAL VALUES
Check up to
% of your total
four
Quality education & affordable housing x 15%
Equality & Diversity x 15%
Sustainable cities & clean water
Climate solutions & clean energy x 50%
Good jobs & infrastructure
Healthcare and well-being
Welfare of the natural environment, including animals x 20%
Corporate and government accountability
Uses a modified version of the 17 United Nations Sustainable Development GoalsLEADING WITH OUR VALUES
LEADING WITH OUR VALUES All Abacus investment models are values screened Founding B-Corp 5% of profits to charity CEO member of 100% Impact Network of Toniic Gender balanced firm Publish our diversity statistics
J.D. Bruce
I lead from be hi
best days are when
I believe th at w
nd
e
an
ar
d se e my role as a remov
I see other people
e al l he
succ eed
re to help other s an
er of obs
be ca
d that
us
w
e
ta
ill
I
cl
w
m
es
2018
ak
.
e
No
th e
ta
w
sk is beneath me and m
as able to help them
.
orld a better place.
OUTSIDE YOUR
y
ROLE
THE SELFIE
DER
STRENGTHS FIN There’s not much ou at a
tside of my
TIME OFF Maximizer role, but some thin
gs th
2018 (through June
): 2 weeks Strategic usually do: FUTUR
HOGWARTS HO
USE 2017 - 6 weeks Communication
President may not
• Coffee expert SERVE EG
(I want OALS
2016 - 3 weeks Futuristic n Navigate OTHER to focu
• Facilities desig operatin S s on...)
Slytherin Relator n g agreem
• Video ideatio ent ame
HETYPES • Baby Hol der Prepare ndments
FINANCIAL ARC • TV & Book Re
commender fo r new Bo
TENURE ard Elect BRING
Empire Builder • Dog Cuddler Help com
io n Take Sat
ovs G ENIUS
11 year s Caretaker pensatio ky merge
n committ r to fr uit
Pleasure Seeker ee develo ion (eith
Develop er yes or
L
HIGHLIGHT Rell..E.)E
Plan for p a bette successio no)
Co nvergenc r proces n/career
e 2019 and s path for
w Continue managem
(I did this really Improve Par tner en
BRING GENIUS , develop Retreat 201 to develo t positio
and recr 8 p increas ns.
u it for T3 ed retain
Help Bria er and re
SERVE OTHERS A lign an d re co ve red investment Wor k w
ith FPA, D
competit
ion (Feb n integra
te solutio
duced A
UM fee
Spun o ff position imension 2019) n focuse
descriptio al and TD Launch a d into W
T3 2017 SM Lease Expansio
n ns and c t
areer pa o develop conse utomate M proce
Career Fair event at Neg o tia te d le as e fo r th for ad nsus on d on-boa ss
Finish tw visor s. rding
ger o XYPN Launch W
Led two XYPN stud
y groups
hi ng w ith G iant s and Milestone mer study gro
ups and ealth Acc
ess
Said no to Birt Combine lead ano
Valley of ther (sta Hire train
(also, found Tim!) fices (sum r t Oct18 er, couple
Convergence 2017 Delegated vi de o ed iti ng to T im mer 201 ) of CSAs
9) and seve
d bo ar d is su es , in cluding buy-in by r al AAs
Managed many part
ner an ares. C SA s, gaggle of AAs LISTEN
an d si x partne rs buying additional sh Hired Co nt ro lle r, H R , 2
DEEPLY
two partners or & SPEA
p o ur au to m ated on boarding (f Develop
and teac K WITH
Found partner to de
ve lo h a Gende CARE
r Bias wo
free) Get cer t r kshop
ified in S
ma o
ns at io n (M A w R s) and ownership fro lution Fo
cused C Join Gaia ENJOY
Changed compe gs more Develop oaching study gro
en ta ge to a # o f shares to make thin and impr
ove aspir
(Spring 2
019) up
perc
d simpler to track. in g par tne Do mor
understandable an Publish P
ar tner H
r showca
se (June2
e speakin
g events
andbook 019) (XYPN n
Help my ational a
lre
ENJOY Navigate
an
lovely wif
e
ady boo
ked)
as AAs p y necessar y cha develop
h
WITH CARE romote n er next c
& SPEAK in!) and/or p ges or shuffling o Pass my areer pa
LISTEN DEEPLY Bought a co nver tible (u se d! Financial Planning w eople re
locate f diamon
d teams
bo tany clas
s
th
Ensure t
erence hat all st So many
ts at TD National conf individua aff fi musicals!
Spo ke to Stud en
Organized Abacus
Gishwhes team l to offer nds me approac
feedback ha
plex and emotiona
l issues ly fu n! at least o ble. Invite each
a co up le o f co m
Convergence alre ady, but it was real Focus on n ce each
Navigated I know I mentioned saying w year.
tr ust you h at I mean
reement
se ven am en dm ents to operating ag er es C onference, TD Nat
ional, T3 to make ,
that dec so, instead of “I d
Managed Several Speaking even ts (V A ision. on’t care
, X Y PN natio nal, XYPN Xcelerate, FP ” say “I
conference, Fuse How I h
Diver sity panel, ave exp
an ded wh
State Park Docent I’ve been at’s po
Be cam e a To panga the cham ssi ble wit
pion of s h mone
e r ving clie
nts witho y...
ut signific
ant asset
s and will
c ontinue
to fight t
o ser ve the
under ser
ved.
10BRING GENIUS ADEPT
STRUGGLE GENIUS
Reviewing quarterly reports Figure out how to connect with
Expense reports prospects and clients on their terms
Transitioning clients to other advisors Listening to prospects and clients
Total Profile Facilitate advisor sales calls
IPS Calls (chasing people to have them) Manage internship experience
Maintaining consistent contact with Closing clients
clients Collect data for financial plans
GENIUS
Delivering plan results
Mentoring others
Interviewing
HATE
LOVE
QUADRANT DESIST TRAIN
EXERCISE Training new hires
Admin work
Public Speaking- need more opportunities
Managing Essential Planning clients long
Finding folks for open positions in Philly term (having to create material from
Document management scratch for each client is time consuming)
Creating client centered events
Blog writing-need to do more
Targeted networking
Social media
INEPT 11CONSIDER YOUR VALUES
TWO RULES FOR CORE VALUES
RULE
ONE
THE OPPOSITE MUST BE VALID
If the opposite can't be used by a
competitor, then your core value isn't a
differentiator for your business, it's a
reflection of your business model.
13OPPOSITE MUST BE VALID
ABACUS CORE VALUE OPPOSITE
Enjoy! Work Hard!
Serve Others Reward Success
Listen Deeply & Radical Honesty
Speak with Care
Bring Genius Make Yourself
Great Again 14TWO RULES FOR CORE VALUES
RULE
TWO
LANGUAGE REFLECTS CULTURE
Whether it's playful, serious, professional,
irreverent, the language we use must
reflect what we want from our culture.
15OTHER HELPFUL TIPS…
USE ACTION LANGUAGE
Empower Your Team vs. Team Empowerment
MEMORABLE
Easy to memorize, no more than five
16QUESTIONS?
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