How We Can Help Employers and 401K Administrators

Business Owners or Executives Frustrated They Are Not Reaching Their Business and Corporate Goals

 Could your team operate at higher levels of productivity? Does your team have the appropriate work life balance?  Are your employees not performing at their highest level of productivity due to not operating in the right role? Are there team conflicts? Are employees being distracted by not having the dynamics of their non-business life synchronized with their work effecting your company's bottom line? 

Why would a financial advisory firm be asking these type of questions? We find that the largest investment our small business owner clients have is their business. By helping them with these issues we feel we are helping them improve the performance of their biggest asset. 

 As a business owner, helping your employees know their financial personality can help enhance work productivity through the employees having a higher level of personal harmony. This comes from having greater understanding of self and how to apply their talents to realize maximum potential, improved family relationships, and clarity with their relationship to money.  A sound people culture leads to higher productivity and more trust between co-workers and a better probability the employee will feel like they are understood and are truly valued. We have found this can lead to more loyalty and commitment to overall corporate goals.

 We offer to employers an opportunity to discover the power of our process through group meetings or corporate retreats. If you would like to explore and are open to discussing if this type of service would be of benefit to you and your organization, give us a call or send us an email at george.vieth@ingfp.com.

Do You Feel Like Your Employees Are Not Utilizing or Participating in Your Company Retirement Plan?

In what areas could the administration of the plan be improved? Do you have difficulty communicating with employees and meeting their expectations?  Inefficient administration of a plan can be due to not understanding the perspectives and needs of your employees.  Learning to communicate with each member on their unique terms can bring about a better flow of financial information. Each employee knowing their unique financial personality can help them make more committed investment decisions and manage expectations around results. These benefits could  increase financial commitments to the 401K /pension plan for longer periods and save costs through greater management efficiencies.