 
Sparks Financial is a distinguished team of professionals dedicated to integrated wealth management and comprehensive planning. With an impressive cumulative experience exceeding 250 years, Sparks Financial leverages the extensive resources of the Northwestern Mutual Wealth Management Company to provide unparalleled financial expertise and support.
Location: Denver, COÂ
Category: Financial Services
Industry: Private SectorÂ
Size: 30 EmployeesÂ
Problem
When Sparks Financial engaged our services, they had never had ongoing HR guidance and relied on fractional corporate support. With upcoming team growth and expansion, they identified a need for dedicated guidance and established procedures to support their workforce.
Solution
To address these challenges, our team implemented a comprehensive set of solutions and services. We provided consistent HR support and best practice guidance to establish a reliable and cohesive foundation. We played a key role in finalizing a revised handbook, ensuring clarity and compliance with current regulations. Taking on the central administration of the HR Information System (HRIS) and semi-annual performance review process, we identified ways to maximize the potential of the systems and streamline data management. In a period of growth, we have aided Sparks Financial in navigating acquisitions, offering essential support for onboarding processes in new states.
Results
The results of our collaborative efforts were transformative for Sparks Financial. The consistent HR services and best practice guidance improved overall operational efficiency and created a more seamless employee experience. The revised handbook, policies, and support on the performance evaluation and management process provide a clear framework for employee interactions and development, contributing to a more engaged and motivated workforce. Centralized HRIS administration enhanced data management, and our support during acquisitions facilitated smooth transitions into new states, ensuring Sparks Financial was well-equipped for sustained success in the financial industry.