Ep 096: We are back! After taking a little bit of a break here in 2024 we are excited to have a new episode to share. Our firm has been growing and as businesses grow, you resource up, and we’ve been just working on that a lot. Thank you to those who have just stayed with us and are tuning in again today after our little hiatus. We promise we’re back. We’ve got some really great guests that we’re lining up here.

For today’s show, seeing as it’s been a bit, one of the things that we want to talk about is that as we’ve been hiring people and as people hire us, we’ve been getting these questions of, “Okay, well who is this Guidance Point, and what do you guys stand for? Aren’t all investment advisors the same?” We’ve been thinking about that a little bit internally, so much so that we put together a little bit of a thing that we call our Culture Code. The Culture Code is really who we are, what makes us different, and then why, so we want to walk you through that today by just spending a little bit of time on our firm and what makes us different, so today that’s exactly what this episode is about!             

Chapters:

What is The Culture Code? [2:50]

Rule #1 Make it Simple. [9:12]

Rule #2 Earn Your Business. [11:50]

Rule #3 Solve for My Success. [12:35]

Rule #4 Treating People Like a Person, not a Persona. [13:45]

Rule #5 Owning Your Screw Ups. [16:19]

Rule #6 Don’t Block the Exit. [19:39]

Rule #7 I Don’t Mind Paying, But I Do Mind Being Played. [21:36]

Rule #8 Do the Right Thing, Even When It’s Hard. [22:54]

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Benjamin Smith Host, Retirement Success in Maine Podcast & Financial Advisor

Ben's focus with our clients is to direct the investments of their investable portfolios. In teaming with Curtis Worcester and Austin Minor, Ben combines his investment expertise from attaining the CFA Charter with Curtis & Austin's financial planning expertise to provide clients with the tools, confidence, and education to make informed decisions about their retirement. As Ben, Curtis, and Austin have a number of clients that are Northern Light Health employees, they've developed a specialty in serving clients in the healthcare field. You can read their "Employee Guide to the Northern Light Health Retirement Plans" here.

He has spent his entire career devoted to serving individual clients and institutions by developing and implementing investment strategies, setting portfolio structure, and providing the highest level of client service. He's passionate about helping clients maximize their savings and retirement income using the many financial planning and portfolio management tools available to Guidance Point consultants. Prior to working for Guidance Point Advisors, Ben worked for Acadia Trust, N.A., a subsidiary of Camden National Corporation, as Vice President, Portfolio Manager based in Bangor, Maine. Ben assumed responsibility for and oversight of over $300 million in client portfolios, including individuals, families, retirement plans, endowments, foundations, businesses, and trusts; and he served on the Company’s Investment Committee.