On the First Day of...
Marc R. Butler
? Helping Business Owners & Executives Plan Their Financial Life with Confidence | Fiduciary Financial Planner | Wealth & Tax Strategies | Author ‘Master Your Money, Secure Your Future’ (coming Spring 2025)
Don't worry, I am not going to sing for you!
Your strategy + execution plan should be easy for everyone on your team to understand. Today, we are talking about Vision, Mission, and Core Values. This is how I think about these:
Although it frequently takes time to put these together, the message should be clear and simple enough for everyone to understand. Do not underestimate the importance of this to your employees and clients. Your employees want to know where your company or firm is going and what you stand for. Your clients want to know that they are partnered with the right people who align with their core values.
Have a great weekend, and keep your questions coming! Thank you.
Marc R. Butler Marc Butler Wealth Management GPT Robert Clare Danielle Delongchamp Maureen Duff Andrew J. Evans, MBA Tina Powell Kelly Waltrich Ali McCarthy, Ph.D. Puja Agrawal Christine Beckwith Julia C. Carreon Kristian Borghesan Kerry Ryan, CPWA? Derek N.H. Notman, CFP? H. Adam Holt, CFP?, ChFC? Chip Kispert Susan Theder Isaac Richard III Robert DeChellis Nathan Berk Myra Tucker Keith Lanton Wendy Lanton Kevin Leahy Dr. Kevin McGarry, CIMA, CRPC
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1 年Always good to start with a strong foundation. Getting clear about where you are, helps smooth the path of where you want to go
Just a comment - Lots of folks have strategic plans few have execution plans. Talk with Marc.
Timely, simple and important advice! Thanks for sharing, Marc!
Financial Services Leader at GreenLine Consultants
1 年Terrific advice Marc. Super valuable for firms big and small. Thanks for sharing.
CMO @ FutureVault | WealthTech CMO of the Year (Canada) | AI-Powered Digital Vaults for Financial Institutions & Wealth Management Enterprises
1 年The foundational layer of everything! Well said, Marc! (You should try sing it next time ??)