Wesley's Rant: Work Anniversaries?

Thursday, August 27, 2020

If you follow our company on social media, we were proud to announce that one of our employees recently celebrated her ninth year with our company. After seeing that post, it made me reflect on whether work anniversaries are essential in today’s world. After doing a little bit of labor research, it turns out to celebrate work anniversaries are a big deal in today’s job market. According to the Bureau of Labor Statistics, half of all employees are leaving their jobs before they hit the five-year mark. The same survey indicated that 3.5 million people in the U.S. quit their jobs every month. I thought about this in greater detail as I reflected on the rest of the team at The Wiser Financial Group.

Our team consists of 16 individuals, and the fact is that many on our team have worked with me for over 20 years is unheard of in today's corporate job market. I cannot put into words how blessed I feel to have co-workers who are so committed to providing top-level service and meeting the needs of our clients. Our team respects and appreciates the importance of each conversation, with every client, with every team member. The level of pride they have with their work and how they value each interaction and relationship is just remarkable. Amid the radical changes this year of what we consider an "office" to be, I am so grateful for how much our team continued to persevere through these adjustments and continues to keep the focus on our top priority; taking care of our clients.

As a business owner, some of the economic issues of having a long term team are obvious; low turnover lower costs, experienced employees save you time and money, implementing processes, and having team members who are skilled in several areas, etc. The benefits that are not easy to see on a spreadsheet are probably the most important.

The financial service industry is a relationship business. We know our clients by the first name, see them at events, celebrate important milestones and yes, attend funerals and share in their grief. It is quite the opposite of my previous career. Before I became a financial advisor, I had practiced law for seven years. While I did establish relationships in the legal profession, much of the work was transactional: Drafting a will or a trust, preparing a contract, etc. When I reflect on those years and compare them to the twenty-two years I have been working as a financial advisor at The Wiser Financial Group, the relationships that I have formed with many of my clients have been a real blessing to my life and the life of my team. I cannot tell you how many times I have had a client tell me how they appreciate the job my direct assistant does for them. Realistically, the reality is that my clients probably have more conversations with my team members than they do me! Having that long-term relationship and consistency in our employees has no doubt been one of the driving forces in the success of our company.

I mentioned twenty-two years. I left the law practice in September 1998 and came to work for the founder of our firm in that same month. I will be celebrating my twenty-second years here at The Wiser Financial Group in a couple of weeks. Our firm has been in business for over 60 years, and we have the great honor in many circumstances of providing financial advice to four generations of the same family. I have watched our firm grow over that time frame, and it has been because of the value and dedication our team members provide to the many clients we serve in South West Michigan.

So, the answer to my original question is YES! 

Here at Wiser, Work Anniversaries are a BIG deal!

Wesley Lentz

[1] Bureau of Labor Statistics, August 10, 2020, “Job Openings and Labor Turnover – June 2020

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wiser Financial Group is not affiliated with Kestra IS or Kestra AS.

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC, or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor about your individual situation. Comments concerning the past performance are not intended to be forward-looking and should not be viewed as an indication of future results.


Wesley Lentz Wesley Lentz

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