A Simple Idea and a Great Vision, Thank you Mr. Riccardo Donadon!

24 November, 2016

“It Takes a Village” Nathalie Atkinson reported from Italy on the H-Farm that was “born from a simple idea and a great vision” This vision of “Simplicity, courage, ambition, curiosity, enthusiasm, ethics, determination – these are the values guiding

A Simple Idea and a Great Vision, Thank you Mr. Riccardo Donadon!

It Takes a Village” Nathalie Atkinson reported from Italy on the H-Farm that was “born from a simple idea and a great vision” This vision of “Simplicity, courage, ambition, curiosity, enthusiasm, ethics, determination – these are the values guiding our corporate culture and our daily approach to work, and these values have to become a standard for all the people taking part in our project”.

Can I please borrow that quote, Mr. Riccardo Donadon?

When I read it all I could think was; what a wonderful description of what so many of us are trying to do within the field of financial life planning. I say trying because it’s not always easy when running a business and profits must prevail, however profits with principles is what I’m always aiming for.

Certainly I believe that our company, Investment Planning Counsel (IPC) Canada is trying to create a corporate culture that supports both the staff and Advisors who choose IPC as our home. Honesty, transparency, charitable giving, and respect for independent advisors as entrepreneurs are values that we experience every day from IPC which I appreciate given the “sales” climate that is prevalent amongst so many other dealerships where financial advisors are housed.

Cornerstone Capital Inc., headed by Erika Karp deserves an award for exceptional service in taking certain values to the point of looking at capitalism from the lens of someone who wants to recognize that we are all stakeholders in the future thus, our thinking needs to expand beyond shareholder interests in companies, to that of stakeholders interests. The concept of the velocity of money as a means to empower all individuals by recognizing the importance of treating all people on this planet with respect via full employment for example, the ability to have access to money and make decisions that will benefit our families and our communities, not just ourselves is paramount.

Let me bring my point back to reading this inspiring article that I cut out and carried around with me for the past two weeks wanting to “do something with it”.  I am especially interested in the start ups that are going through the four-month mentorship program which includes financial services, tell me more please.  What else can we learn about how other countries are addressing and meeting the needs of their communities in innovative and creative ways.  I hope that Ms. Atkinson heads back to Italy for an update on a progressive community that “takes its mission seriously but doesn’t take itself too seriously” – that’s the best way to learn, in my books.

One last comment about the field of finance and other exciting things that are taking place in the world at large. I recently learned there is an entire conference in San Diego, California that is called FinCon, I followed it on twitter and now that it’s over I’d love to attend next year. This is where the movers and the shakers are meeting to share ideas on how to creatively “help hundreds reach millions with a positive money message”.  Count me in please.