This means exactly what it says. Be accountable and take ownership of every problem that arises. As we continue to grow, it becomes easier to say, “That’s not my job.” But, we are all in this together. You are working in a fast-paced environment; you are empowered to make decisions; take ownership and make them.

As a service-based company, our growth is directly tied to your own personal improvement. Be a growth-minded person who is trying to improve each day. We have created many opportunities to support your growth, but you have to take advantage of them. You must care about your growth. Improvement begins with your commitment. We cannot force you to become better. Only you can decide you want to be more. Opportunities at Advisors Excel will be given to those demonstrating commitment to long-term growth.

We have tried to create an environment where people enjoy coming to work. You can either add to or subtract from that. Be respectful to your teammates. Always be the person to jump in to help get the job done. Don’t be a gossip. Smile. Say hello. Hold open the door. Be kind. Bring positive energy every day.

Advisors trust us to support them as they help people make this huge life transition. We must honor that trust by always doing the right thing … every time, every day. Act with integrity. Always be honest. If you make a mistake, own up to it while immediately fixing it. No alibis, no excuses.

All things being equal, the business that provides the best experience will always win. Go above and beyond to make our advisors feel special. Every interaction can be positive or negative. For us, neutral is a negative. People do business with those they trust and like. It all begins with trust. Find ways to strengthen your relationship with our advisors. Create Personal & Positive Impacts (PPIs). Be available, be engaged with their needs, be committed, be empathetic. Say thank you. Be exceptional.