5. Excellence in client satisfaction is an enforced standard.

Enforce excellence in wise management of clients’ resources and firm’s finances.

Continual investment must be made in getting better.

Teamwork is mandatory, not optional.

1. Professionals agree to be coached and managed to strictly enforced, agreed-upon standards.

Strict financial controls may get people into compliance, but they will never inspire the extra level of intensity and dedication that creates excellence.

What Is Professionalism?

New business will be won only to the extent that the client believes that the professional is interested, cares, and is trying to help.