team building

Make Your Best Friends Better

photo shows two people helping each other climb a mountain slope with a blue sea in the background

We are tethered to those around us. It’s not just an economic thing. It’s not necessarily a karma thing. But the things that happen in our tightest circles have consequences—for everyone involved.

Studies have shown that “your chances of becoming happy, depressed or obese in the future, as well as the likelihood that you would give up smoking, were all strongly correlated with similar changes in your closest friend,” as reported in the new book Friends: Understanding the Power of Our Most Important Relationships.

And you thought your BFF was special before!

Those studies have found that, like a team of mountain climbers, our close friend group can create a virtuous cycle. As one ascends, everyone else follows. When any of you improves, you all do.

  • Point your friends to resources they might be able to use. Making connections is one of those habits that’s practically free to practice and could be invaluable to the other party. (As an aside, this is why we love being able to offer free guides on our website… Never know who may be able to use them!)
  • Connect your resources to your values, and recognize others when you notice them doing the same. When folks live in an aligned way—and are conscious of it—it creates a positive feedback loop. As an example, we’ve been working with a few clients recently who’ve helped challenge our thinking about some of our holdings and examining the big picture in fresh ways. We’re all better for the process.
  • Celebrate together, hang in there together. Okay, this has us thinking about you, our clients. We love cheering on your milestones, those moments where you realize you’ve got what you need to do something in your real life… and we’re here to navigate the rest with you. Ups and downs, highs and lows. Part of the joy we share in the good times is the community we forge in the not-so-good ones.

The takeaways seem pretty clear to us (and for our friends!). Want to reach new summits? Build and invest in a team that will help make that happen. We know it’s been a good approach in our shop.

Clients, write or call when you’re ready to talk about your next goals, challenges, or anything else.


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Who We Strive To Be

© Can Stock Photo / edharcanstock

We have been reading the work of the late Donald Clifton of the Gallup Organization recently. The idea of working from your strengths was central to his work. As we think about building the optimal kind of organization to help you make the most of your position, what kind of strengths do we need?

In collaborative work such as ours with you, a deep relationship of mutual trust is a most useful foundation. This is the hallmark of what Clifton calls the Relator strength, or theme. Rather than meet many strangers, hoping to find some that might do business, the Relator seeks close relationships with those they know. We invest our time in communicating with you and working on your business, not hunting strangers to turn into clients.

The Strategic strength enables people to sort through the clutter to find the best path forward, to see patterns where others see complexity. Thinking about your goals in the context of the investment universe, and whole range of financial planning tactics, this skill might be mandatory.

The Focus strength gives people the ability to concentrate on goals, set a course, and stay on track. That is a good description of what we are trying to do here at 228 Main. The Achiever strength helps get things done, stay productive, and work effectively.

In the dynamic world we live in, change is constant. Technology advances, the economy and markets go through their cycles, and tax law changes. The Learner strength is how people adapt and thrive as the world evolves.

One of the blessings of the challenges we’ve faced: we had to figure out how to delegate, how to depend on a team approach, how to work together to get you what you need. We are striving to build a diverse team where each member works from their strengths, happily and effectively, to take care of business for you.

Clients, if you would like to talk about this or anything else, please email us or call.


Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.