Mission Possible

Mission Possible

Show notes

One attribute of outstanding leadership is one’s ability to cast vision; to clearly articulate the organization’s objectives in a simple and inspiring manner. We call leaders that excel in this area visionaries.

I’m currently on a team at church to develop a vision statement for our congregation. I didn’t realize coming into this project just how difficult that task would be. To assist in the process, the group has been reading, listening to, and watching content on what it takes to develop a great vision statement. One video/speaker stood out to me. He posed this question, “What kind of qualities do you want to have as a leader?” He noted that the common answers are qualities like integrity, honesty, etc. He argued that the attribute we should all aspire to is clarity. The speaker went on to say, “Sure, we value integrity, but we follow clarity.” A great vision statement, like a great leader, provides clarity.

Here at The Bahnsen Group, we are amid our own project that intends to clarify how we design and manage client portfolios. Appropriately named, we are calling this project, Operation Magnify. Our Chief Investment Officer and Founder, David Bahnsen, has been referencing this project throughout some of the content we produce, and it’s begun to spark lots of interest and inquiries. I thought no better place than TOM to provide my perspective on Operation Magnify and what it means to The Bahnsen Group clients.

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Hosts

Trevor Cummings

Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

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Guests

Sean Latimer

Sean Latimer

Sean is a partner and a private wealth advisor at The Bahnsen Group.

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