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March 08, 2017

Why Firm Traditions Are Important

As I complete our State of the Firm (SOTF) presentations this year, I’m reflecting on how energizing it is for me and so many team members. Much like the State of the Union address, this annual presentation reflects on the previous year and outlines our plan for growth in the current year. In a four week period, we are face-to-face with everyone in our firm and for me, these are really special times. It’s a privilege and blessing to have the opportunity to see every team member, build and renew connections, and start new relationships.

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Topics: Building a Wise Firm, Culture, Tradition