Written by Lee Stoerzinger, CFP®
A few months ago, I went down to the Mayo Clinic in Rochester, Minnesota for something called their Executive Physical program. I have been doing this for many years and it is very interesting. You spend several days moving through tests from morning until evening — everything from blood work and heart checks, to vision, stress management, diet, and dermatology. It is all in one place and the coordination of care is something that must be seen to be appreciated. Plus, you have several hours available to meet with your personal doctor to cover whatever else you need.
While the Mayo’s reputation for world-class healthcare speaks for itself, that is not the reason I wanted to write this article. My purpose in writing this is much less complex than healthcare and medicine. It’s simply to share with you how I was treated while at Mayo and how it made me feel.
Anyone who has spent time at the Mayo Clinic knows there are some very sick people there from all around the world. It’s also a very large campus with people moving everywhere. Yet even with the seriousness of the institution and the constant flurry of activity, you are made to feel welcome and very special from the moment you arrive. There’s an army of guest services folks and many volunteers who seek you out to ask how you’re doing and see how they can help. Others, sometimes patients, play old church hymns on the piano in the atrium while people from all walks of life gather around. There is an energy that is something different than anywhere else I’ve been. And this is all before you even get to the medical staff! So much of the experience has nothing to do with the actual medical care you receive, but it is integrated into all they do.
So where am I going with this? I simply wish to say that often in business and in life, taking a holistic approach to relationships with people can prove to be invaluable. The Mayo Clinic’s offering is technically some of the most involved service in existence. One may say the reason their services are so good is because their medical care is top notch. I would say just the opposite, and that the reason their medical care is so good is because their level of care for the whole person is so high. Everything else follows that.
To transition, this can directly parallel to the wealth management world and the sheer complexities we often deal with as well. While the technical parts can be some of the most sophisticated in the world, considering the emotional, intellectual, and spiritual needs of people in addition to the financial can make all the difference. This is what we have strived to do at our company since the day we opened our doors and we’re truly thankful for the results.