Fundamental #19: MAKE HEALTHY CHOICES. Maintain a healthy balance & take care of yourself at home and at work. Eat well, exercise, & get sleep. Support each other in making healthy choices. The healthier you are, the more you’ll thrive personally and professionally. #rscrumway

RS Crum Fundamental #18: ASSUME POSTIVE INTENT. Work from the assumption that people are good, fair, & honest, & that the intent behind their actions is positive. Set aside your own judgments. Give people the benefit of the doubt. #rscrumway #rscrum #culture

We are getting older, no big surprise. For years we have heard about the baby boomer generation entering retirement & the monumental changes that will come with it... So , how do you care for those who care for you? #retirement #planningchecklist #rscrum https://t.co/6hJ5sPp7wf

RS Crum proudly supports Families Forward with strategic investment management. Official reports say more than 28,000 K-12 students have unstable housing. Families Forward helps hundreds of families by providing safety-net services. #rscrumway #rscrum #community

Fundamental #17: WALK IN OTHERS’ SHOES. Understand your clients’ and your colleagues’ world. See the world from their perspective. The better you understand them, the more effectively you can anticipate and meet their needs. #rscrumway #rscrumdifference https://t.co/KfqpsLECqg

Listen up: if you have a high deductible health care plan (HDHP), then you may have access to one of the best retirement vehicles that you’re not using! #financialplanning #investments #retirement #rscrum https://t.co/3BBIgvoGdr

Today we highlight one of the partners and advisors at RS Crum, Jon Theriault @yourcfp . Lets learn a little bit more about him: Q: What have you gained from working at RSC? A: I have gained tremendous respect... #rscrum #rscrumdifference https://t.co/qaYe6SDKqs

Fundamental #16: DELIVER RESULTS. While we appreciate effort, we reward & celebrate results. Follow-up on everything and take responsibility to ensure that tasks get completed. Set high goals, use measurements to track your progress, & hold yourself accountable. #rscrumdifference

Fundamental #15: COMMUNICATE TO BE UNDERSTOOD. Know your audience. Write and speak in a way that is easily understood. Avoid using internal lingo, acronyms, & industry jargon. Use the simplest possible explanations & take responsibility to coach, guide, teach and mentor others.

Fundamental #14: MAKE QUALITY PERSONAL. Take pride in the quality of everything you touch, everything you do. Make a great impression. Have a healthy disdain for mediocrity. Good is not good enough. Always ask yourself, “Is this my best work?” #rscrumway #companyculture #rscrum

Fundamental #13: PRACTICE BLAMELESS PROBLEM SOLVING. Demonstrate a relentless solution focus, rather than pointing fingers or dwelling on problems. Identify lessons learned and use those lessons to improve ourselves and our processes so we don’t make the same mistake twice.

RS Crum has helped dozens of clients plan for retirement. Most of the people we have worked with engaged us early enough to develop the strategy and resources for retirement. However, many people throughout the US will not be so lucky. https://t.co/qB63XTHghr

“Trust is knowing that when a team member does push you, they're doing it because they care about the team.” ― Patrick Lencioni, The Five Dysfunctions of a Team: A Leadership Fable

Fundamental #12: SPEAK STRAIGHT. Speak honestly and respectfully in a way that helps make progress. Say what you mean, and be willing to ask questions, share ideas, or raise issues that may cause conflict when it’s necessary for team success. #rscrumdifference #rscrumway

Ashley Bleckner & RS Crum supported the UCI Center for Investment & Wealth Management by teaching economics to Investments, Financial Planning & You (IFPY) students. IFPY is a program designed for highly motivated students to learn about investments & financial planning.

We are honored to announce that Financial Advisor Magazine listed RS Crum as a top Registered Investment Advisor (RIA) nationwide for 2018. RS Crum is proud to be a fee-only RIA for over 40 years, free of the conflicts of interest associated with commission based products.

Join me for this event: August 2018 Quarterly Education Meeting #FPAOC2018 https://t.co/V451zufOl9.

Fundamental #11: LISTEN GENEROUSLY. Give others your undivided attention. Be present & engaged. Minimize distractions and let go of the need to agree/disagree. Suspend your judgment and be curious to know more, rather than jumping to conclusions. #rscrumdifference #rscrumway

Great to see the hardworking students in the LIFEvest program in action. The @CIWMFinLit is doing amazing things! #financialliteracy

RSC Fundamental #10: PAY ATTENTION TO THE DETAILS. Our clients expect accuracy and that means we must check, double-check, and triple-check all work. Read emails twice. Check for tone, typos, and accurate numbers. We never want clients to have to sign things twice. #rscdifference