Tell us about your company’s mission and values.
Our mission is to provide a first-class client experience and a comprehensive and integrated financial planning process. Everything we think about and do is with our client’s best interest in mind. We only recommend necessary solutions that will contribute to our client’s unique goals.
What we value most is: collaboration, community, relationships and a drive to succeed.
What are the services you use the most (or are looking forward to using) from the Columbus Chamber?
We are a community-focused business interested in events that help us stay up to date with trends and issues that impact the area and the Columbus Chamber helps us achieve that. We look forward to interacting with other Chamber members and building relationships with other Columbus businesses.
How do you stay engaged with trends that you see in your industry?
- Participating in the top industry events
- Learning from leading experts such as industry consultants, MassMutual and other renowned national training and development firms
- Industry publications
- Primary and secondary research
- Our clients
What do you think differentiates you from your competitors?
What really sets us apart is Skylight’s passion for relationship marketing. We are committed to delivering a top-class end-to-end client experience by forming personal relationships with our clients, meeting with them frequently, listening to them to uncover their needs, finding the right solutions for them and educating them on product choices. All our systems and processes are designed to support this. Everything, down to the feel and look of our office space, is designed to enhance the client experience.
What is your company culture like?
We are a dynamic, fun firm full of young and passionate people who are great team players and “people persons”. We see ourselves not as a bunch of people who just happen to work at the same address but as one team who exist to help our clients and community. What’s most striking is that we have a genuine like for one another and are known to not compete with our colleagues but to help one another.
Why do you think Columbus is a great place to do business?
In our experience the Columbus area is one where people have an open-minded approach to business and ideas in general. It’s a city where diversity is both welcomed and supported across all areas of business. Being one of the fastest growing cities in Ohio, the growth in particular of the millennial workforce and client base creates an entrepreneurial type spirit that is attractive to us from both a recruiting and client acquisition perspective.
Learn more about Skylight Financial Group on their Website.