Highlighting a Center Service Value

Contributed by: Andrew O’Laughlin, CFP®, MBA

Here at The Center, we focus a lot on our Values! Most commonly, you’ll hear us talking about the Core Values that are near and dear to us as a company. You’re probably already familiar with those if you’ve seen our CENTER acronym, which we use to easily remember them.

• Commitment to the Financial Planning Process

• Education & Personal Growth

• Nice & Kind

• Teamwork & Collaboration

• Energy & Enthusiasm

• Real & Down to Earth

These Values are central to our company’s culture and a big part of why The Center is such a special place to work. 

Less commonly talked about but also essential to the day-to-day work we do for our clients is a set of guiding commitments and values that we refer to as our Service Values. Our Service Values guide how we provide service The Center Way and are designed so that everyone who comes into contact with The Center sees, feels, and hears the difference in working with us.   

Without delving too deeply into all of our Service Values, the purpose of this short blog is to highlight one that I believe makes a very positive difference for our work environment and, therefore, for the clients we serve as a team.

I present to you our Service Value #6: “Treating colleagues as internal clients - providing the same courtesy as shown to external clients.”

This Service Value made a big impression on me when I first joined The Center. It really sets a tone of respect, kindness, and support for colleagues and is a big driver of our distinctively collaborative team environment. It’s great to come to work every day in that sort of environment! Helping hands abound when a colleague needs assistance.

What does this Service Value mean for our clients?

For each interaction you have with an individual from The Center, know that an entire team of supportive, engaged, and caring colleagues is working together and collaborating behind the scenes with that individual, guided by this shared value and commitment.

Andrew O’Laughlin, CFP®, MBA; is the Director of Client Services at Center for Financial Planning, Inc.® He has the CERTIFIED FINANCIAL PLANNER™ certification.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the author and not necessarily those of Raymond James.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc. Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.