Culture starts with like-mindedness

Dave Spano
President and CEO
Annex Wealth Management
Elm Grove
Industry: Wealth management
Employees: 58

Dave Spano is president and CEO of Annex Wealth Management, a registered investment advisor with locations in Elm Grove and Mequon. He says communicating a consistent message about what your organization does and what it has to offer to customers and employees will benefit your business in the long term.

“Recently, I listened to a discussion that focused on ‘the how,’ ‘the what’ and ‘the why’ of an organization. The reason we develop a culture is to align ourselves with people who believe what we believe. Strategic alliances should not be built on only growth and expansion, but rather on a shared common vision of fundamental values.

“Keeping this in mind, how you manage your organization will separate you in a world where consumers are given options. What substantially differentiates your organization is your culture. Culture is at the core of your organization’s overall vision and strategic plan. The fundamentals of building successful client relationships are shown through the culture instilled in your team and the message its members convey both inside and outside of the office.

“This is why it is essential as a leader to present your vision in a compelling and engaging way. It is vital that any personnel additions are able to carry a consistent message that aligns with the culture of your firm. How you think reflects in your actions, and if you find people who are like-minded, you’ll develop the culture that sets you apart.

“’The how’ and ‘the what’ are commoditized in many industries; it’s ‘the why’ which separates a successful organization from one that is always searching. The people delivering on ‘the why’ make all the difference.”

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