Do You Know What Your Mission Is?

What is it? Why do you need one? How do you go about getting one in place?

Your mission statement communicates the soul of your firm to many different audiences. To your prospective clients, it drives home the fact that you are serious about adding value and positive outcomes to their lives. To your staff, it reminds them every day why they are doing what they do and how important their contribution is. Most importantly, to you, it should serve as a guideline. When new opportunities come your way, you should remind yourself of your mission statement and ask yourself if this opportunity is in line with where you want your firm to go.

How do you arrive at your mission statement? Your mission statement is something that comes from your heart and your head. It’s a combination of intellect and emotion. It is the phrase that articulates why you got into to this business, why you want to be a fiduciary, why that is so important, why you want to be the best at what you do and what is it that you’re going to be the best at?

If you already have a mission statement, congratulations! You are in the minority. If you have not, start to think about it now. Jot down notes, ask your staff, ask your family. Then, take some quiet, reflective time and write it out. Once you have it where you want it to be, frame it and put it in various locations throughout your office as a constant reminder to you and everyone why and how you do what you do so well.

If you’d like some examples, give me a call or send me an email at