RubinBrown: One Firm, A Tradition of Trust

Advantages of the One-Firm Culture

management team determined that with some training and coaching it had sufficient internal resources and talent to meet the challenge. To some degree, it was a leap of faith. RubinBrown had never undertaken a project of this scope and magnitude. Leadership announced a firm-wide call for volunteers to assist on the assignment and received an impressive response, particularly considering that everyone understood that working on this project would be in addition to their existing workload. The entire project needed to be completed in September, which posed challenges in meeting the annual mid-September tax deadline for corporate clients. The one-firm culture was the prime factor in keeping everyone focused and motivated despite the challenges. Training sessions were held to educate a group of team members who would do the presentations. In addition to learning the details of the retirement package and reinvestment plan options, they were coached on presentation and

interpersonal skills. The latter were required for one-on-one meetings that could become very emotional for the Anheuser-Busch employees who were losing their jobs. Fortunately, as an independent outside firm, RubinBrown could reassure those employees that it was focused only on helping them.

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