Each month at Shift Workspaces, we have the opportunity to highlight a valued member. We love getting to know our members not only on a professional level but also on a personal one. This month we are highlighting Traction Financial Partners from Shift Littleton. Continue reading below to find out all about their business and what makes them great!
- You have been with us at Shift Littleton for the past year now. What has it been like transitioning to a coworking space?
It’s honestly been such a great transition for us! We were a little nervous to make a change from such a traditional office space, but it’s been smoother than we could have imagined. Not only do we love working in such a gorgeous space with everything we need, but our clients are so impressed every time they come in.
- How does Shift help you better serve your clients?
Shift has provided us with a gorgeous, centrally located, professional office space for us to serve our clients. It has everything we need from a professional services standpoint but also has provided a calm and relaxing environment for us to connect on a deeper level as well. Eliminating the stuffy traditional office space from such a traditional industry has done wonders for our team and clients alike.
- What are your company’s core values? How do they inform how your company serves clients?
Our core values are stewardship, excellence, accountability, loyalty and innovation. We exemplify stewardship by faithfully caring for those we are entrusted with; excellence through our commitment to constant improvement; accountability by always doing what has to be done and communicating the process along the way; loyalty through our care for clients as we are a family and treat our them as family too; and innovation through our continual commitment to learn and advance in every way possible.
- What has been the number one key to your company’s continued success throughout the past year? Particularly, through the pandemic.
Communication, communication, communication. We make a conscious effort to communicate with our clients on a regular basis, to begin with, but the pandemic made it an even higher priority. Of course, we updated them on our views of the economic markets and their account status but we made a bigger effort to check in on our clients from a personal perspective too. The last year and a half has been extremely challenging on everyone from all directions so we’ve tried hard to let our clients know that we’re here for them in any way we can be, personally and professionally.
- What advice would you give to young professionals regarding saving for their financial future?
The biggest thing is to just start somewhere. Even if you can’t put away hundreds of dollars a month, you’d be shocked at how much a little bit on a consistent basis adds up to, especially when it’s invested and can have time to ride out the market. The time value of money is huge and starting as early as possible will make a significant impact down the road.
- What is the most rewarding aspect of working with your financial clients?
Being provided with the opportunity to walk with clients through all stages of life is beyond rewarding. Helping them plan to buy their first home, save for having kids, and into retirement is such a blessing. Knowing that we can help provide guidance to help financial goals and dreams come true makes this hands down one of the most rewarding jobs out there.
If you would like to get to know more about Traction Financial Partners, you can visit them on Facebook.