Season 2, Episode 3 – Keeping Clients First – The Power of Culture
This episode features a conversation with a partner of a private investment firm managing nearly $300B in investments. Their key principles of Integrity, Transparency, Teamwork, and Keeping Clients First have differentiated and distinguished them both as a provider and employer.
Whiteboard Notes:
Reflection Questions:
- How transparent is your organization when dealing with clients and employees?
- What is your organization’s tolerance level for individuals who put themselves ahead of clients, customers, the overall organization, and fellow employees?
- Are there any relationships (internal or external) that are imbalanced between transactional and interpersonal? If so, what impact is this having on performance?
