Staffing & Culture | 02.14.24
Heartfelt Thanks: Showing Appreciation for the Industry, Clients and Employees
by: BISA Staff, Robert Corsarie, Robert J. Mittel, Wallace Harris, Rebecca Robinson and Anna Sciortino
Showing appreciation in the workplace can foster healthy team dynamics and strengthen client relationships. This Valentine’s Day, BISA leaders share what they love about what they do as well as their favorite ways to show they care and foster meaningful connections.
Why Do You Love What You Do?
I love helping financial professionals serve their clients to the best of their ability. Providing the best training and resources makes our leadership team feel we made our impact. — Robert Corsarie, Fifth Third Securities
I enjoy the challenge of delivering a program that helps clients plan and prepare to meet their financial aspirations and dreams and helps employees enjoy a fulfilling career in serving others. — Wallace Harris, BMO Investment Services
I am enriching the lives of people by providing them with financial wellness ideas, concepts and programs. — Robert J. Mittel, Midwood
I love helping people achieve their goals. — Rebecca Robinson, Zionsbancorp
I love learning new things and solving problems. — Anna Sciortino, MassMutual Strategic Distributors
How Do You Recognize or Appreciate Employees?
I still believe a handwritten note is the most personal and memorable way to show appreciation to our team members. — Robert Corsarie
Recognition notes, trips, awards, compensation and simply “thank you.” — Wallace Harris
The best way is to ensure they know I’m aware of their successes. — Robert J. Mittel
I think recognition is a daily event — it's the small gestures and “thank-you’s” that matter. — Rebecca Robinson
Recognition through public shout outs as well as personalized “thank-you’s.” — Anna Sciortino
How Do You Recognize or Appreciate Customers?
We have created a series of experience events to provide our customers with once-in-a-lifetime opportunities to meet their favorite athletes or cultural events to show we care for them beyond just advice and guidance. — Robert Corsarie
Thank you notes, and opportunities to participate in exclusive bank sponsored events. — Wallace Harris
Ensuring their needs are met and with appreciation functions. — Robert J. Mittel
We express appreciation verbally and through events tailored to their personal interests. — Rebecca Robinson
Customer appreciation through “thank-you’s” and meals together to celebrate. — Anna Sciortino