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What Financial Professionals Value in the Workplace

Molly Hastrich
Tue, Oct 4, 2016

 Fin_Prof.jpgA financial professional's role is to help their customers achieve their financial goals by planning for future events. Whether they are an accountant, financial adviser, banker, investor, insurance agent or financial planner, their main focus is to help their client succeed financially. With jobs that entail this much responsibility, a supportive workplace is necessary for success.

Many things can create a conducive workplace environment for those in the financial industry. Here are the main priorities financial professionals value most.

Meeting Deadlines

In the financial world, timing is everything. For many financial profressionals, every day brings new numbers, so getting tasks completed and approved by a specific date is crucial to helping customers get the most out of their money. Companies that adhere to time management policies can help their employees meet deadlines for themselves and their clients to ensure success. With busy workloads and urgent projects, strategies for making the most out of the workday can help financial professionals save time instead of wasting it.

Helping Others

A financial professional’s primary role is serving clients, whether it’s internal or external, and helping them understand their financial situation. Working with someone else’s money involves a great deal of trust. Clients place their trust in financial professionals, that they have their clients’ best interests in mind in every decision. The professional must work to earn and keep that trust.

Delivering Quality

This applies to almost every position on some level, as it goes back to following through and delivering the product or service agreed upon in a timely manner and of the quality expected by the client. Financial professionals must be aware of changes to government standards and how they could impact what they produce for clients. They must keep up with industry trends and the skills to address the ever-evolving financial landscape. To maintain a well-informed workplace for qualified professionals, it’s helpful if employers encourage and provide continuing education opportunities.

Honesty and Accountability

Financial professionals must project an unparalleled level of integrity with their work and demeanor, and being honest and accountable are two important components of preserving integrity. Employers can foster a workplace that promotes honesty and accountability by developing their organization through learning. When something doesn’t go right, rather than jumping to place blame, work to identify the root of the problem. Allow each team member to give their honest explanation of what happened to determine where the error occurred. By using empowerment over punishment, employees will be more forthcoming with their responses, which will ease the path to problem solving and creating better processes in the future.

Moving Forward

Organizations can take many steps to create a work environment that will enrich their financial professionals and what they value most to do their jobs successfully. By first determining what is most important to their employees, they can support them in providing the best quality service to their clients, which will further their organization.

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