4. Entrepreneurs have A LOT GOING ON and we believe they can do it
all but it’s important that they focus their time and energy on
GROWING THEIR BUSINESS.
13. Our Philosophies
Entrepreneurs are the bedrock for economic growth.
Be the cornerstone of every community.
Only do it if we can do it great.
Do right by our clients, partners, and team.
Only work with people we like.
Hire with a purpose.
We live our passion daily.
We are dedicated to the team.
Customer service is our life blood.
We are invested in our clients’ success.
15. We feed off their PASSION and help them stay FOCUSED.
16. “All humans are entrepreneurs not because they should start
companies, but because the will to create is encoded in human DNA.”
-Reid Hoffman, LinkedIn Co-Founder
17. “Startup" is in our DNA and CREATING for our clients is what we do.
19. “Life’s most persistent and urgent question is:
‘what are we doing for others?'”
-Martin Luther King Jr., Activist and Humanitarian
20. We look to ENGAGE and form partnerships with communities.
We EDUCATE on how proper finances can help grow businesses
through presentations, open office hours, and continuing education.
22. “Build something 100 people love, not something 1 million people
kind of like.”
-Brian Chesky, Airbnb Founder
23. We avoid saying yes to clients unless we can deliver
an IMPECCABLE product and service.
And we’re always willing to
TEACH our clients how to do things the RIGHT WAY.
24. “Start with the end in mind.”
-Steven Covey, Author, Educator and Speaker
25. Achieving growth through client support:
With DIRECT and HONEST communication, that serves as a true
feedback loop.
26. “Growth is never by mere chance; it is the result of forces working
together.”
-James Penney, J.C. Penney Founder
28. Do RIGHT by our
Clients
They TRUST us and it’s our job to deliver.
29. “There is only one boss. The customer. And he can fire anybody in the
company from the chairman on down, simply by spending his money
somewhere else.”
-Sam Walton, Entrepreneur
30. We’re not scared of clients OUTGROWING us…
...that’s a WIN for everyone.
31. “We have no patents on anything we do and anything we do can be
copied by anyone else. But you can’t copy the head and the soul and
the consciences of the company.”
-Howard Shultz, Starbucks Founder
32. Do RIGHT by our
Partners
They SUPPORT us and we should do the same.
33. “Your reputation is more important than your paycheck, and your
integrity is worth more than your career.”
-Ryan Freitas, About.me Co-Founder
34. Do RIGHT by our
Team
They WORK HARD for us and make it all
possible.
35. “No matter how brilliant your mind or strategy, if you’re playing a solo
game, you’ll always lose out to a team.”
-Reid Hoffman, Linkedin Co-Founder
42. We want people with the KNOWLEDGE and INTELLECTUAL
CURIOSITY to truly IMPACT our business.
43. “I want to be the worst person at everyone else’s job.”
-Jonathan Gass, Nomad Financial Founder & CEO
44. QUESTIONS we ask when we hire
Does this person
FIT the team and
role?
Will you ADMIRE
this person?
How can we make
this person a STAR?
- make them SHINE?
45. “Success seems to be connected with action. Successful people keep
moving. They make mistakes, but they don’t quit.”
-Conrad Hilton, Hilton Hotels Founder
46. QUESTIONS we ask when we hire
Are they SELF
AWARE?
Does this person
want to GROW?
Are they
COACHABLE
and willing to
LEARN?
47. “Say what you're going to do and do what you're going to say.”
-Mark Peter Davis, Nomad Financial Co-Founder
49. “Your time is limited, so don't waste it living someone else's life. Don't be
trapped by dogma - which is living with the results of other people's thinking.
Don't let the noise of others' opinions drown out your own inner voice. And most
important, have the courage to follow your heart and intuition.”
-Steve Jobs, Apple Co-Founder
50. We want our team to be PASSIONATE about their roles.
51. “If you are lucky enough to be someone’s employer, then you have a
moral obligation to make sure people do look forward to coming to
work in the morning.“
-John Mackey, Founder & CEO Whole Foods Market
52. Most importantly we want them to feel as though they are
working with their peers who share their PASSION.
54. “Individual commitment to a group effort – that is what makes a team
work, a company work, a society work, a civilization work.”
-Vince Lombardi, Legendary NFL Coach
66. “The key is to set realistic customer expectations, and then not to
just meet them, but to exceed them — preferably in unexpected and
helpful ways.”
-Richard Branson, Founder of Virgin Group
67. Our goal is to maximize EFFICIENCY, by minimizing complexity.
EFFICIENCY means money saved for our clients.
68. “The secret of getting ahead is getting started. The secret of getting
started is breaking your complex overwhelming tasks into smaller
manageable tasks, and then starting on the first one.”
-Mark Twain, American Author
71. Solving our clients’ PAIN POINTS.
“My team lacks financial
expertise. Where can we
find affordable help?”
“How can we do this more
efficiently? What tools
should we be using now ”
“What is best practice for
a company our size? How
do we build to scale?”