The Wipfli Way

It's how we do what we do

The Wipfli Way is an internal initiative to drive associate behavior; it defines how associates should treat each other. This ultimately translates to how we treat our clients.



What it looks like
The Wipfli Way is what clients and associates see every day. It's saying please and thank you, being responsive and timely, exhibiting a professional image, and initiating proactive communication. Clients and associates alike notice and appreciate the different culture that is evident in both the hallways and our client work.


Why we do it

To go beyond the ordinary.
We recognize that customer service is the key to our ongoing success and growth. Associates at every level of the firm are dedicated to delivering timely and high-quality service to help ensure that satisfaction. Effective communication and personal attention are critical. We constantly ensure that clients are, and remain, satisfied with the quality of service they receive.

We have quite a few examples of clients who decided to work with someone else for a while. But these stories are often rewarding in that they come back. Time and again, clients return to us, citing the "little things" as what they couldn't live without. They see a culture of teamwork and excellence at Wipfli. They notice the calls and communication that we expect, but that are not always standard with competitors. We get it. That's why we do it.