Innovation, improvement, and success don’t come
from playing it safe. They come from an intentional
willingness to try some thing new or create something
different. Bring your ideas, energy, passion, and
purpose to build something and take MGO and its
clients to the next level each and every day.
In all situations, do what’s best for the client. Put
their needs first. Give them not what they simply
ask for but what they need. Guide their financial world
comprehensively with genuine care.
Demonstrate an unwavering commitment to doing
the right thing in every action you take and in every
decision you make, especially when no one is looking.
Always tell the truth, no matter the consequences.
If you make a mistake, own up to it, apologize, and
make it right.
Demonstrate a relentless solution focus, rather than
pointing fingers or dwelling on problems. Identify
lessons learned and use those lessons to improve
ourselves and our processes so we don’t make the
same mistake twice. Get smarter with every mistake.
Learn from every experience.
It’s not about you, it’s about the team. Don’t let ego or
personal agendas get in the way of doing what’s best
for the MGO team or the client. Be willing to share
people and expertise with others across the firm to
deliver the very best solutions for our clients. Avoid
unhealthy competition and have each other’s backs.
Solve problems before they happen by anticipating
future issues, planning for contingencies, and
addressing them them in advance. Work with
appropriate lead times. Be prepared and take initiative.
Take control and avoid surprises. Preventing issues is
always better than fixing them.
Listening is more than simply “not speaking.” Give others your undivided attention. Be present and engaged. Minimize the distractions and let go of the need to agree or disagree. Suspend your judgment and be curious to know more, rather than jumping to conclusions. Above all, seek first to understand.
Speak honestly in a respectful way that helps to make
progress. Say what you mean, and be willing to ask
questions, share ideas, or raise issues that may cause
conflict when it is necessary for the team’s success.
Be courageous enough to say what needs to be said.
Address issues directly with those who are involved
Recognizing people doing things right is more effective
than pointing out when they do things wrong. Regularly
extend meaningful acknowledgment and appreciation
— in all directions throughout our firm.
Be a lifelong learner. Seek out and take advantage of
every opportunity to gain more knowledge, increase
your skills, and become a greater professional. Be
enthusiastic about sharing what you’ve learned with
others to better the team and better our clients.
In the search for the best solutions challenge and
question what you don’t understand. Don’t accept
anything at “face value” if it doesn’t make sense to
you. Be curious, ask thoughtful questions, and listen
intently to the answers. Dig deeper to go beyond the
expected. Ask the extra question.
Continuously re-evaluate every aspect of your work
to find ways to do it even better. Don’t be satisfied
with the status quo. Because we have always done it
this way is not a reason to not make improvements.
Find ways to get things done faster, more efficiently,
and deliver a better experience to our colleagues and
Create clarity and avoid misunderstandings by
discussing expectations upfront. Set expectations
for others and ask when you’re not clear on what
someone expects of you. End all meetings with
clarity about action items, responsibilities, and
Trust is essential to building meaningful relationships.
Build trust by getting to know colleagues and clients
on a personal level. Show people you care abou
them as individuals, moving beyond what is required
to transact business. Strong relationships enable us
to work through difficult issues and challenging times
Respond to questions and concerns quickly,
whether in person, on the phone, or by email. This
includes simply acknowledging that you got the
question and you’re “on it,” as well as keeping
those involved continuously updated on the status
of outstanding issues.
Be willing to do whatever it takes to accomplish the
job … plus a little bit more. Whether it is starting early,
staying late, or doing something that’s not in your
job description, it’s the extra mile that separates the
ordinary from the extraordinary.
Our business is all about creating great experiences
for each other and our clients. Go the extra mile,
create those “wow” moments that clients and
colleagues will tell others about. Create loyalty
not by doing just what is expected, but by doing
What got us here will not get us to the next level.
Get outside your comfort zone and familiar ways
of doing things and be willing to try something
new and different. Change pushes each of us to
grow personally and as a firm. Be excited by the
opportunities change brings.
While effort is appreciated, we reward results.
Take ownership, follow-up on everything, and
see things through to completion. Set high goals,
measure and track your progress and professional
growth, and hold yourself accountable not only for
the results but the positive outcomes you create for
clients and colleagues.
You have the power to choose your attitude. Choose
to be joyful, optimistic, and enthusiastic. Pay attention
to your tone in emails and in conversations.
Avoid negativity. Your attitude is contagious. Spread
kindness, optimism, and positive energy.
We work for each other ― not just with each other.
Do what you say you’re going to do when you say
you’re going to do it. This includes being on time
for all phone calls, appointments, meetings, and
keeping promises. If a commitment can’t be fulfilled,
notify others early and agree on a new deliverable
to be honored.
Missing just one detail can have an enormous impact
on work. Be a fanatic about accuracy and precision.
The goal is to get things right, not simply to get them
done. Double-check your work. Get the details right
the first time.
Understand your (internal and external) clients’ world.
Seek to understand their business opportunities and
challenges. See the world from their perspective. The
better you understand them, the more effectively
you can anticipate and meet their needs as a trusted
Communicate, communicate, communicate. Learn
to ask yourself, “Who else needs to know this?” The
more information sharing and transparency, the
better we collaborate and effectively serve our clients
and each other.
Welcome people who may be different from you.
Seek out what you can learn from them or how their
unique perspective will make the work we do even
better. Be inclusive. Make everyone feel that they
belong. Diversity strengthens our firm.
While our passion for excellence is real, remember
there are bigger challenges in the world than
the work we do every day. Keep everything in
perspective. Don’t take things personally or take
yourself too seriously. Make sure to laugh and
enjoy every day.