Services for Business Firms and Financial Institutions

THE VALUES GROUP is a consulting firm founded by Bob Longatti and Steve Hertel who, together, have more than 60 years of experience in the financial services industry. Subsequently, they were joined by Wil Goodrich who has over 40 years experience in marketing, advertising and public relations.

On the Financial Services side...

Their areas of expertise include but are not limited to:

a. New Bank Start-up h. Culture/Morale Improvement
b. Bank Turnaround i. Financial Management
c. Credit Management j. Strategic Planning
d. Sale of Banks(three banks) k. Holding Company Information
e. Incentive Plan Development l. Company Purchases
f. Marketing Planning m. Advertising Services
g. Public Relations Consulting n. Professional & Technical Writing

The positions Bob, Steve and Wil have held over the years in banking include but are not limited to:

a. Chairman of the Board h. Senior Credit Officer
b. Chairman of the Executive Committee i. Branch Manager
c. President and CEO (three banks) j. Commercial Loan Officer
d. Chief Credit Officer (three banks) k. Consumer Loan Officer
e. Chief Financial Officer l. Operations Manager
f. Marketing Director m. In House Advertising Agency Manager
g. Sales Manager.

If your financial institution needs help in any area, from those covered above to full interim bank management...THE VALUES GROUP can help.

On the Business Firm side...
Does your business...

  • have challenges with your bank/banker?
  • need help in structuring your proposal to your bank?
  • need help planning?
  • need a confidant off which to bounce ideas?

If so...THE VALUES GROUP can help.

Has your company, regardless of its type, lost track of what it truly values?

Success in business is created by millions of day-to-day interactions between human beings. If those contacts are contentious and turf oriented, the company will flounder, bureaucracies will grow and internal competition will run rampant.

However, when employees behave in accountable, team-oriented ways, group effectiveness dramatically improves.

THE VALUES GROUP helps companies of all types and sizes with cultural issues. We help firms build a new foundation around what they value in business...what's important to them. Defining and committing to core company values is a must if you...

  • want to instill a sense of pride in your company throughout.
  • want to improve your bottom line.
  • want to improve the level of customer service.
  • want to improve your company's morale.
  • want to eliminate gossip and the rumor mill at the office.
  • want your supervisors leading your people in a consistent manner.
  • want to improve communications within the organization.
  • want to grow your company but are concerned that employees might not uphold the company's high standards if you're not around to supervise.
  • want a company that is highly respected by the customers, employees and communities you serve.

THE VALUES GROUP has written a book which they have marketed nationwide. The book is a procedural document of the process they follow in instilling a values driven culture in businesses. The book is called, "Values in Business" and is available for purchase by calling 559-322-7095 on a money-back guarantee basis. Only $19.95.

Whether you are a businessperson or a banker, if you need a solid business partner with whom to discuss challenges or concepts with...call THE VALUES GROUP.

Strategically located in the center
of California, we are able to provide
services throughout the U.S.

Hours of Operation:
Monday through Friday
8 a.m. to 5 p.m., PST
The Values Group, Inc.
7942 N Maple Avenue
Suite #112
Fresno, CA 93720
Phone: (559) 322-7095
Fax: (559) 322-7097
Email: wgoodrich@valuesinbusiness.com