Wealthnest SOP Training

“Wealthnest” is often used as a parent company reference of two distinct companies, Wealthnest Planners (Planners) and Wealthnest Tax Services (Tax Services). It is important to understand that a core belief of Wealthnest is that these two companies share an important reciprocal relationship.  We believe that all of financial categories share a reciprocating relationship. For example, it’s harder to reach financial goals when paying too much in taxes. This comprehensive approach addresses our client’s happiness, future and nest, which can result in peace of mind.  Our Wealthnest logo pictures a bird safely nested atop a healthy, sturdy tree. This represents conceptual imagery resulting from the complete, holistic and balanced values that we believe in. We are devoted to finding better ways to serve and simplify the financial lives of our clients.

CORE VALUES:

1. Gratitude

(Our clients are our livelihood.  They need help & they choose us.  We operate with a purpose-driven, debt of gratitude for our clients.  Client interests come first)

2. Level-up

(We work in a commoditized industry.  We differentiate from our peers by showing up with a level-10 effort and attitude every day.  We make client interactions memorable and meaningful)

3. Team

(WE before ME.  We have each other’s back.  When our client-centered, common goal is met, we all have success)

4. Growth mindset

(Personal and professional development is a priority.  Always moving forward.  Always looking for a better way.  Always adding value)

5. Accountability

(Own it. Learn from it. Fix it…we are problem solvers)

CORE FOCUS:

PURPOSE: 

ENRICHING THE LIVES OF OUR EMPLOYEES, OUR CLIENTS, AND THEIR FAMILIES

GUARANTEE:

WE VOW TO ACT AS TRUSTED ADVOCATES, UNBIASED DIRECTORS, AND HONEST ADVISORS.