I respect and value the power of a diverse community of voices and celebrate unique perspectives. I will be respectful when I might hold differing views, and I expect that same consideration in return.
I understand that community is all about trust and generous collaboration. I intend to be an active participant in that culture of abundance, sharing, and generosity.
In the spirit of progress, I understand new processes and systems will be introduced which are intended to make this place better over time. I am comfortable with change.
While not all initiatives are feasible, I agree that all voices should be heard, and all ideas deserve consideration. I agree to participate in this shared collaboration. I am here to help.
Our compliance program is sacred. I understand that my adherence to the compliance program not only grants me the ability to serve my community but impacts all advisors at Core Planning and all their clients as well.
I have access to the Core Planning Compliance Manual, know where to find it, and agree to the terms.
I'm here to make a difference in this profession and agree to act in the very best interest of those I serve as a True Fiduciary.
I understand that anyone can build a tech stack and central compliance structure and I'm looking for much more than that. I'm here to build with my people.
