At First Rate Financial, we are less than four months away from the second annual PHERM awards. I wanted to share my thoughts on what it means to live out each of our five core values. These convictions aren't just words on a page; they're the guiding principles that shape our decisions, actions, and interactions. They help us create a culture that’s not only professional...but also vibrant and fun. Let’s explore how we can embody these values both at work and at play.
Personal & Professional Growth
Being dedicated to continuous learning and improvement. Here are some ways to integrate this value into your daily life:
- Set Personal and Professional Goals: At the start of each month, identify a few key areas you want to develop. This could be learning a new skill or improving an existing one, both at work and in your hobbies.
- Seek Feedback: Regularly ask for feedback from your peers and leaders. Constructive insights can help you grow faster and more effectively.
- Learn Something New Every Day: Whether it's reading a book, attending a webinar, or simply watching a tutorial, make learning a daily habit.
- Reflect and Adapt: Take time each week to reflect on your achievements and areas for improvement. Adjust your strategies as needed to stay on track with your growth goals.
- Invest in Others: Share your knowledge and skills with your team members. Offer to mentor or coach someone who could benefit from your expertise.
Being transparent and accountable. Here’s how we can live this value:
- Communicate Openly: Whether it’s good news or bad, share it openly and honestly. Trust is built on transparency.
- Own Your Actions: If you make a mistake, acknowledge it, apologize, and take steps to rectify it. This builds credibility and respect.
- Stay True to Your Values: Align your actions with your words and principles, both in professional settings and personal relationships.
- Encourage Honesty in Others: Foster an environment where everyone feels comfortable speaking the truth. Lead by example and support others in doing the same.
- Maintain Consistency: Whether dealing with clients, team members, or family, apply the same ethical standards. Consistency reinforces trust and integrity.
Delivering more than expected. Here’s how to make it a part of your daily routine:
- Go the Extra Mile: In every task, find a way to add a little extra—whether it's an unexpected follow-up with a client or a thoughtful gesture to a team member.
- Be Proactive: Anticipate needs before they are expressed. Think about how you can solve problems or enhance experiences in advance.
- Listen Attentively: Understand the needs and expectations of those you serve, whether they are clients, referral partners, or friends. Active listening is the first step to exceptional service.
- Surprise and Delight: Look for opportunities to create moments of joy for others. A small gesture or unexpected act of kindness can have a significant impact.
- Strive for Excellence: Always aim to exceed expectations in all that you do, from project deliverables to everyday interactions.
Building deep and lasting relationships. Here’s how to cultivate them:
- Prioritize Connection: Make time for meaningful interactions with team members, friends, and family. A simple coffee chat or a personal check-in can strengthen bonds.
- Show Appreciation: Regularly express gratitude and acknowledge the contributions of others. A thank you note or a sincere word of appreciation goes a long way.
- Be Present: Give your full attention to those you’re with. Put away distractions and focus on the person in front of you.
- Support Each Other: Offer help and encouragement, especially when someone is facing challenges. Your support can make a significant difference.
- Celebrate Together: Share in each other's successes and milestones. Celebrating together strengthens our sense of community.
Creating a place where people want to be. Here’s how to foster a magnetic culture:
- Promote Positivity: Cultivate a positive and uplifting environment. Your attitude and energy can inspire and motivate others.
- Encourage Fun: Organize and participate in team-building activities, social events, or casual gatherings. A little fun goes a long way in creating a lively atmosphere.
- Be Inclusive: Make everyone feel welcome and valued. Celebrate diversity and encourage participation from all team members.
- Foster Creativity: Encourage innovative thinking and new ideas. Provide space and time for creative expression and experimentation.
- Lead with Enthusiasm: Bring your passion and excitement to everything you do. Enthusiasm is contagious and will energize those around you.
I encourage you to pick three of your favorite strategies listed above, write them down in a place where you will see them every day, and then strive to up your game in each of them as you go throughout your day...at work and at home.
Let’s embody these core values in everything we do. By living out our PHERM values, we not only elevate ourselves but also contribute to a thriving, dynamic, and fun culture.
Wishing you a week filled with growth, integrity, exceptional service, strong relationships, and vibrant energy!
