The Six Pillars of Success o Process and Infrastructure are important because… we work in the financial advisory industry and it is a necessity. we exist

The Six Pillars of Success

o Process and Infrastructure are important because…

we work in the financial advisory industry and it is a necessity.

we exist to provide value to our stakeholders, but without

documentation, policies and procedures, we can’t be

successful.

this Pillar has to come first to allow the others to follow.

Proverbs 24:27 Finish your outdoor work and get your fields ready; after that, build your house.


o Colleagues are important because…

our people are our most valuable asset and are our

competitive advantage.

taking care of our colleagues will allow us to provide

maximum value to all stakeholders.



o Excellence/Quality and Integrity is the reason…

colleagues will stay dedicated to our company and tenants loyal to

our properties, year after year.

for our positive reputation in the community.

for ongoing community, investor and lender support.

we can continue to serve generations of families.

we are more authentic than our competitors.



o Adding value is our commitment, which leads to positive returns in a manner that exceeds the expectations of…

investors.

tenants.

colleagues.

lenders.

our communities.



o Growth is…

the first outcome of successfully reaching our goals for Pillars 1-4.

a measure of an organization’s good health.

proof investors and other stakeholders trust us with their capital

and other resources.

a measure of clinical success.



o Financial success…

is the measure of how well we achieved our goals for all the

preceeding Pillars.

allows us to reinvest in our colleagues and improve our

infrastructure.

Allows us to expand the reach of our services to other investors,

colleagues and communities.


Documents

The Six Pillars of Success o Process and Infrastructure are important because… we work in the financial advisory industry and it is a necessity. we exist