Over the past three weeks, I have talked about how a movie, The Intern, has helped me explain what Doescher Advisors does (read Part 1, Part 2, Part 3 ). In this final post of the series, I will continue to provide examples, and hopefully I won’t ruin the movie for you. The following are my final takeaways from the movie. At Doescher Advisors, we aspire to bring these ideals to our clients as we serve them:
15. Ben encouraged Jules and her team.
We believe one of the reasons clients retain our firm is our ability to encourage them. As the saying goes, “It’s lonely at the top” — and we’ve discovered that our clients appreciate recognition from someone who really understands what they’ve achieved.
16. Ben was comfortable talking about anything (there are some hilarious scenes where he gives advice to some young men on the team who have asked him about very personal matters).
Although we’re not counselors, from time to time we find ourselves listening to issues related to children or elderly parents, or discussing practical exercise programs.
17. Ben was good at providing clear, practical and acceptable feedback to Jules and her team.
We are committed to modeling well-timed, effective — and sometimes unpleasant, hard-to-hear — feedback.
18. Ben had a great sense of humor, and could laugh at himself.
We, too, try to catch the humor in life and often find ourselves laughing with our clients. Sometimes that happens when we’re telling a story about something we did wrong.
19. Ben was a truth-teller.
We promise our clients that we will speak the truth in love (which we interpret as carefully selected words at the right time).
20. Ben focused on the “whole” person. He recommended Tai Chi exercise and more sleep to Jules.
In the April 2015 Food for Thought, we discuss the Doescher Advisors Leaders Health Check-up, where we cover spiritual, mental, emotional and physical health.
21. Because of all of the above, Ben fit in really well and was well-liked and respected by the team.
Again, we strive to be like Ben.
In the closing scene of the movie, Jules says, “It’s moments like these when you need someone.” As I stated at the beginning of this blog series, our clients don’t need us, but they find us to be very helpful.
I hope you have enjoyed hearing about Ben and the similarities between him and Doescher Advisors.