posted on November 13th 2019 in Your Financial Advisor with 0 Comments /

We’ve spent a lot of time cultivating a deliberate culture at WorthPointe — going through several iterations to get to where we are today. All the effort we put into the process was well worth it, as we truly believe we discovered the secret sauce that makes our firm a place where advisors can be successful on three fronts: financially, professionally and personally. 

Creating Culture 

In a nutshell, the WorthPointe culture revolves around two things: treating advisors like adults and ensuring their time is being put to its highest and best use. Here’s how we do that:

  • Offering ultimate flexibility. Need to spend Thursday mornings at your kid’s school? No one will give you grief. We believe strongly in ensuring advisors have a healthy work/life balance — and trust them to put their noses to the grindstone when it’s required.
  • Providing equity. All our advisors are partners in the firm, so they have skin in the game. They’re growing for themselves — building their own networks and book of business — as well as for the firm.
  • Centralizing back office functions. We know what it takes to become a CFP® and why advisors do it — and it’s not to spend time on things like compliance, bookkeeping, billing, trading, HR, and other “really exciting” operations activities. Our centralized team deals with those important tasks, freeing up our advisors to focus on client-facing activities and growth. 

There are additional nuances to our culture, but this is the basic structure — created to ensure our advisors have all the tools and resources they need to succeed, and plenty of room to grow. If this culture sounds intriguing to you, visit this link to learn more about joining the WorthPointe team.

about the author: Allison Blake CM & AA

Allison Blake CM, AAAllison Blake CM, AA is Chief Operating Officer for WorthPointe. Allison has over 17 years of broad-based business experience in finance and human resources, more than 14 of which have been in the financial services industry. Learn more and/or Contact Allison

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