The Surefire Manifesto

We transform our people into the best versions of themselves

• We encourage our people to dream big and set goals around their passions, creating a culture of mutual encouragement in working toward our individual goals.
• Our typical person’s health and fitness levels are above the norm as our environment is highly conducive to healthy eating and physical activity.
• Balance and connectedness of mind, body and spirit is priority. Meditation and spiritual growth are non-negotiables.
• As an organization, we care about the whole person, not just the one that shows up for work.
• Our team regularly takes part in challenges to transform and upgrade themselves.
• Our team consists of lifelong learners who are dedicated to personal development.
• Nobody on our team works more than 32 hours a week. We believe any more than that causes life imbalance and burnout.

We believe that fun is an integral part of our success and it’s present in everything we do

• Although fun is present, so is discipline, hard work and rapid growth.
• We believe every client interaction should be fun and memorable.
• We set an example for other businesses, inspiring them to incorporate fun and joy into their workplace to foster massive success.
• We believe people should look forward to their work every day.
• Fun is woven into everything we do, including social events, company meetings and retreats.

We nurture a culture of gratitude, compassion and appreciation

• We greet each other with hugs not handshakes.
• Everyone strives to make one another feel heard, safe, loved and appreciated. We operate from a place of mutual respect, collaboration and trust.
• Relationships are taken seriously and are the cornerstone of everything we do.
• We believe love is the power that unites us as one, allowing us to imagine and conquer the impossible.
• We spontaneously give and WOW each other and our clients because we know appreciation goes a long way.
• Everyone on our team shares a passion for compassion and it radiates from all of us in our day to day interactions.

We believe in serving humanity first

• Fostering growth and improving the quality of life for future generations is the reason we exist.
• Every decision we make as a company and as individuals must bring positivity and improvement to the lives of others, ourselves and humanity.
• We believe education is empowerment and we strive to equip and empower those who are ready.
• At least once a year the team gets together and does something unexpected and out of the ordinary to give back to humanity.
• We know our kids are our future and we prioritize the work we do within our financial literacy club to empower and equip young adults for a successful and happy life.
• We utilize services and spend money with organizations that share the same compassion for our future.

We stand up for what we believe in

• Our beliefs give us the strength to never back down and to stand tall amidst any noise or doubt.
• Everyone on our team has the courage to stand up and voice what we believe in at any time, in any place.
• All of our actions inside and outside the company align with our beliefs within the organization.
• We don’t hesitate to remove things, people or processes that are no longer in alignment with what we believe.

Our customers are welcomed and one with our family

• We accept those who share our values and beliefs with open arms and invite them to become a part of our family.
• We enjoy giving back to- and spending time with our family. We are deliberate in creating memories that uplift hearts and last a lifetime.
• We are all here for each other and will go out of the way to help those in need, within reason and capability.
• We believe in connectedness and aim to foster as much of this as possible within our family.

We are the trusted financial advocates of the future

• In order to get different, we do different. There is a reason why financial professionals are rarely effective, so we’re changing that one day at a time.
• We believe many current principles of finance to hold true, however there are many outdated and restricted beliefs that, if reshaped, will help us live happier, healthier, and more successful lives.
• We believe in the importance of listening, understanding and timing when it comes to implementing plans. We never recommend anything until we know it aligns with the situation and the goals at hand.
• We prohibit compensation from being a factor in determining what’s sold, from which company and in what order. Our clients goals, objectives and situation are the only drivers in our recommendations.
• Our standards hold the team accountable to the highest degree of professionalism and authority in our industry.
• Operating from a place of compassion, the sole purpose of everything we recommend is to improve the quality of life for the individual in front of us.
• No matter how difficult or time consuming- our duties and responsibilities that keep us in alignment with our beliefs will always be met with integrity and compassion. There is no such thing as cutting a corner in our organization.
• We are a team that seeks to understand and utilize each other’s strengths in the most effective ways possible, creating massive leverage and teamwork within the organization.
• Our team is conducive and welcoming of change, improvement, and innovation. We are constantly evolving with the world and pioneering ideas and strategies that shape the industry and how people are served.