What sets a company apart in the dynamic landscape of business where competition is fierce and options seem endless? Is it solely the quality of their product or service, or is something deeper at play? At Capstone, we firmly believe that our values are the cornerstone of our success, guiding every
interaction, decision, and outcome. Our commitment to the principle that "Individual Client Comes First" isn't just a slogan; it's the driving force behind everything we do.
When we discuss the impact of values on client service delivery, we are not just talking about providing a
service—it's about building trust, fostering relationships, and creating lasting impressions. Let's delve into how our values shape our approach to client service and why they matter in acquiring clients and recruiting top talent.
Values as a Magnet for
Clients
I would like to provide an example of how values act as a magnet for clients. For privacy purposes, I will keep the client anonymous, and we will refer to her as Mrs. Smith. She is a single, elderly woman seeking assistance with investing her savings into a lower-risk, interest-bearing account. The client has been told there are better accounts outside of our firm,
starting with her own bank. The Money Market account you can invest in with us has a lower interest rate and higher fees.
Mrs. Smith's response speaks volumes: "I love your honesty. I prefer to work with you because you treat me well." In this simple exchange, we see the power
of values in action. By prioritizing Mrs. Smith's interests above all else, we've won her business, trust, and loyalty. All the while, truly having her best interests at heart.
Values as a Magnet for Talent
Our values don't just resonate with clients—they also attract top talent who share our commitment to putting clients first. In a competitive job market where skilled professionals have their pick of employers, it's our values that set us apart as an employer and company of choice.
When recruiting new team members, we look for more than technical expertise. We seek individuals who embody our values and are passionate about making a meaningful difference in the lives of our clients. The little secret is that having a great culture improves the company's ability to recruit.
The Measure of Success
In an age where trust is currency and authenticity is king, a firm's values are more than a nice—to—have—they're non-negotiable. At Capstone, our commitment to the principle that "Individual Client Comes First" isn't just a value; it's a promise—a promise to always
prioritize the best interests of our clients, act with integrity and transparency, and build relationships based on trust and mutual respect.
In the story of our client, we see the tangible impact of our values on the delivery of service to clients. By upholding our values, we not only attract clients, but also serve as an attraction for talented professionals
who share our vision and dedication to excellence. In a world where the bottom line often measures success, lets remember that the accurate measure of success lies in the relationships we build, the trust we earn, and the difference we make in the lives of others. For us, that begins and ends with our unwavering commitment to our values.
~Jamie Cornehlsen
Learn more about Capstone's core values and our client pledge.
This testimonial was provided by a current client. There was no cash or non-cash compensation provided for this comment. There are no known conflicts of interest on the part of the clients who provided this testimonial.
