Teamwork

by Cynthia Calderon

One of the challenges we’ve had to overcome as a team is that all of us live in separate locations across the country.  Welcome to the 21st century of virtual teams!  Our top five team values include the importance of relationships and the use of creativity.  With these values in mind, we are committed to open communication and being creative in building our relationships.  Thanks to advanced technology, we are able to stay in constant contact with one another, and with our clients, through cell phones, texting, emails and video chats. But, while all of these techniques are priceless to our ability to conduct business, nothing can replace physical human contact and we take this quite seriously.  That’s why we have mandated it amongst ourselves to have onsite team meetings at least three times a year taking turns at our various locations. This time together is incredibly productive, meaningful and fun.  I mean, think about the areas in which we live -- North Lake Tahoe, SF Bay Area and Philadelphia – who can complain about spending time in any of these places!  

This photo was taken during one of our recent team meetings in North Lake Tahoe.  Breathtaking!

The Transcend Wealth Partners team prioritizes relationship-building, collaboration and trust—especially when virtual meetings become a necessity—which is why we take the time to gather and conduct our business on-site, whether that means San Francisco, Philidelphia, or Nevada.