We focus on exceeding client expectations each day, on each project and role, for each client. Such aspirations can require alliance, specialty resources, and network contacts with experiences outside of our wheel-house of capabilities. We have personally had the opportunity to work with many firms, advisors, subject-matter-experts, and some of the hardest-working and intelligent individuals I have ever known.
Many we know, from historical roles, responsibilities, and recent project work, also include: high-profile “board-room” names, broad-based, regional, and specialty/boutique firms across the USA. We are honored to have work referred to us, and we look to provide leads back to those firms as well. Relationships and content knowledge form the basis of our business, and translate to our approach to seeking business.
Consequently, in working with affiliates/experts, risks must always be gauged, understood, evaluated, and THEN prioritized courses of action are recommended.
The approach is simple, “get the right work to the right people.”
Clients require accountability, and that is where we must be positioned. Three key concepts drive us are: taking responsibility; exhibiting honesty, recommending experience-based actions, and owning that sense of urgency. The first ones are clearly understandable, the final concept is guided by risk assessment.
THREE variables of risk assessment: 1.) the likelihood of an unfavorable (or favorable) event occurring; 2.) the size of that event, and; 3.) the speed or velocity with which it occurs or is encountered. We drive choices, actions, and results within those key concepts, subject to the elements of risk assessment, in particular “VoR” or, “the velocity of risk.” Our prioritization approach embodies all three–similar to dealing with risk as a CEO.
If we have to say “No, not us” – we have found that such a response can add-to, or maintain the credibility we have worked hard to establish. And, there’s nothing better than a referral from a firm you’ve worked with, worked for, or personally seen in action. Finally, our relationships are not limited—but our “partner” allegiance is focused on our high-quality, hard-working, reliable, trusted, and ethical alliances.