Value 1 of 6
Commitment
We’re all in and have a ‘do what it takes’ mentality. We approach every situation with intention and go further by asking, “What else?” regardless of our role.
Positive behaviors
1 Strongly disagree · 2 Disagree · 3 Somewhat disagree · 4 Somewhat agree · 5 Agree · 6 Strongly agree
Non-negotiable behaviors
Different scale: how often does this apply? 3 Rarely · 2 Occasionally · 1 Often
Value 2 of 6
Curiosity
We have a learner mindset, ask thoughtful questions, invite feedback, and listen without judgement. To us, a difference in opinion is a strength, and we seek out diverse points of view by inviting others to tell us more.
Positive behaviors
1 Strongly disagree · 2 Disagree · 3 Somewhat disagree · 4 Somewhat agree · 5 Agree · 6 Strongly agree
Non-negotiable behaviors
Different scale: how often does this apply? 3 Rarely · 2 Occasionally · 1 Often
Value 3 of 6
Continuous Growth
We embrace continuous improvement to reach our full potential, as individuals and as a #OneTeam. We grow purposefully as a firm to help more clients and provide financial and career opportunities for our teammates.
Positive behaviors
1 Strongly disagree · 2 Disagree · 3 Somewhat disagree · 4 Somewhat agree · 5 Agree · 6 Strongly agree
Non-negotiable behaviors
Different scale: how often does this apply? 3 Rarely · 2 Occasionally · 1 Often
Value 4 of 6
Compassion
We are a team built on equity, respect, and a genuine desire for our clients, teammates, and global community to thrive. The care we have compels us to turn empathy into action by asking, “How can we help?”
Positive behaviors
1 Strongly disagree · 2 Disagree · 3 Somewhat disagree · 4 Somewhat agree · 5 Agree · 6 Strongly agree
Non-negotiable behaviors
Different scale: how often does this apply? 3 Rarely · 2 Occasionally · 1 Often
Value 5 of 6
Community
We activate our network to connect our clients and teammates around their values, passions, and purpose to help them Live a Richer Life.
Positive behaviors
1 Strongly disagree · 2 Disagree · 3 Somewhat disagree · 4 Somewhat agree · 5 Agree · 6 Strongly agree
Non-negotiable behaviors
Different scale: how often does this apply? 3 Rarely · 2 Occasionally · 1 Often
Value 6 of 6
Collaboration
Our culture is based on fun, trust, and belonging. We freely share our expertise to foster creativity and innovation to produce results.
Positive behaviors
1 Strongly disagree · 2 Disagree · 3 Somewhat disagree · 4 Somewhat agree · 5 Agree · 6 Strongly agree
Non-negotiable behaviors
Different scale: how often does this apply? 3 Rarely · 2 Occasionally · 1 Often
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37 responses remaining. Select an incomplete section to jump to its next unanswered statement.
| Value | Positive behaviors | Non-negotiables |
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| 0 of 4 answered | 0 of 1 answered | |
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