The power of transforming company’s values
Values. Transformation. Impact
The Situation:
In the ever-evolving landscape of financial advisory, Boutique adviser found themselves grappling with a common challenge: a disconnection between their stated principles and the lived experiences of their team members. Despite their best intentions, the rigid adherence to these principles stifled growth and hindered the cultivation of a vibrant workplace culture. Recognising the need for change, they embarked on a transformation journey, driven by a desire to align their organisational values with actionable behaviors. This pivotal moment marked the beginning of a profound shift in their approach, one that would ultimately redefine their workplace dynamics and outcomes.
What They Did:
Our co-design approach sparked deep discussions about purpose, belief, and the "why" behind their work, highlighting the crucial alignment between actions and shared values. The outcome? A clear set of values that cut straight to what matters:
Clarity for the Future: Keeping everyone aligned and moving forward with a shared vision.
Giving You Confidence: Delving into the complexities to provide support and simplicity on your financial path.
Enjoying the Journey: Finding joy in the process, celebrating the wins, and maintaining flexibility.
Valuing the Relationship: Building genuine connections through presence, unity, and accountability.
Using Modern People’s values tool, Boutique Advisers identified benevolence, hedonism, and achievement as their collective company values that underpinned their characteristics. What does this mean? Benevolence is favouring meaningful connections, hedonism is the pursuit of fun, levity and laughter and achievement is the drive for success and accomplishing goals. This insight into their collective psyche has shaped their approach, ensuring their values truly reflect the aspirations and desires of their team.
The Impact it Made:
Embracing these values has led to significant impacts:
🤝🏻Strengthened relationships: Prioritising respect and collaboration has cultivated deeper connections with their clients and team members.
👋Enhanced confidence: Focusing on clarity and support has empowered team members to pursue their goals with confidence.
🪴Sustainable growth: Through continual learning and celebrating successes, they've fostered a culture of growth, resilience, and joy.
