Communicating Core Values: A Step-by-Step Guide

You’ve defined your core values—great. Now what?

Too often, firms treat core values like a checklist item. Define them once, maybe add them to the website, and move on. But values don’t work that way. If they’re not actively communicated and lived out, they fade into the background—fast.

So, how do you make sure your team actually sees, understands, and embraces your values?

Here’s a simple, step-by-step approach to make your firm’s core values part of the everyday experience—not just a framed poster in the hallway:

1. Make Them Impossible to Miss

Put them where people can see them—office walls, screen savers, digital dashboards. Visibility reinforces consistency.

2. Talk About Them in Meetings

Bring them into the conversation. Share real examples of how someone on the team embodied a value. This helps your values feel real, not abstract.

3. Work Them Into Internal Comms

Whether it’s your team newsletter, Slack messages, or your intranet—core values should be popping up regularly. Repetition builds awareness.

4. Tie Them to Performance

Want your team to take values seriously? Measure what matters. Recognize and reward team members who truly reflect the firm’s values in their work.

5. Hire With Values in Mind

Culture fit starts at the interview. Be upfront with candidates: “These are the values we live by here.” Hire people who are already aligned with that vision.

The Bottom Line

Core values don’t mean much if they’re just sitting in a document no one reads.

But when you weave them into how you talk, work, and grow together—they become the heartbeat of your firm.

Start with one of these steps today and build a culture where your values aren’t just stated—they’re lived.

Published by Tom Fafinski

Thomas Fafinski is co-founder of EPiC and actively facilitates several of EPiC’s peer groups. He is an active estate planning and business law attorney with Virtus Law PLLC, specializing in planning for high-net-worth individuals and providing legal services to tech companies across the country and internationally. A frequently published contributor to national periodicals such as WealthCounsel Quarterly, Dakota County Tribune, Star Tribune and various newsletters, Tom has also been featured on Todd Rooker’s radio show “Cover your Assets,” and on multiple episodes of MSP Radio. He is a contributor and member of the national asset protection, tax and estate planning organization, WealthCounsel. He is admitted in State and Federal Court for Minnesota. Tom is an active real estate investor with commercial holdings with nearly $10M in holdings. Tom cherishes spending time with his family and extended family and enjoys reading mystery and suspense novels, golf, Mustangs of the ‘60s, his dogs (for the most part) and attending sporting events. He is also a die-hard Bruce Springsteen fan.

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