Podcast

Imagine being a 27-year-old professional in finance during the 2008-2009 recession, staring eye-to-eye with your panicked clients delivering them bad news. For Matthew Helfrich, that was a reality.

Only five years into his career, Matt found himself sitting across the table from clients delivering bad news and hiding behind numbers. He learned quickly that numbers and data didn’t mean nearly as much as empathy and understanding to his clients. Matt began to listen and provide a more personable and empathetic approach to not only his clients but his employees, a method he would adapt fully.

Matt uses his lessons from 2008 and 2009 to help build his company culture and lead his employees. Waldron Private Wealth is a company built on understanding, providing top service, collaboration, innovation, entrepreneurship, and giving. Taking just a few steps into their open concept office, you’ll notice four walls that depict their vibrant culture. Most noticeably, you will see 43 color headshots of all of Waldron Private Wealth’s employees.

During part two, Matt talks all things culture, growth, giving, and transparency. Matt shares his company’s commitment to giving back and creating a culture that serves not only their clients but each other and their community. Listen in to learn tips on facilitating company culture and leadership.

Key Takeaways

[04:57] Growing from adversity

• Relating to people
• Communicating through tension with clients and employees
• Empathy is key
• Stop hiding behind numbers
• Listen, stop, think
• People aren’t trusting numbers, they’re trusting stories

[07:29] Building culture through storytelling

• Employees are central to business success
• To be successful, every employee must buy into culture
• Aligning with mission and vision
• Giving clients back their most precious commodity: time
• Open office concept growing culture of collaboration and teamwork

[13:15] Infusing community outreach

• Giving back to community and to charities that are important to you and your clients
• Committed to serving the greater community
• Giving a hand up, not a handout

[22:11] Tools for communicating and productivity

• Evernote
• Good old paper and pen
• Prezi
• Don’t overcomplicate things, use things the way you want to

[25:26] Matt’s biggest component: transparency

• Transparency means trust
• Showing your cards goes a long way
• Your best self is your honest and true self
• No one ever got in trouble for doing the right thing or being honest

Connect with Matt Helfrich

Waldron Private Wealth on Facebook

Waldron Private Wealth on LinkedIn

Waldron Private Wealth on Twitter

Resources Mentioned

Evernote

Prezi

Waldron Private Wealth

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