No. 81 – Mutual Shareholder Services

Mutual Shareholder Services – Gregory B. Getts, owner & president

Q: Give us an example of a business challenge your organization faced, as well as how you overcame it.

Mutual Shareholder Services, LLC’s greatest business challenge throughout the years has been in training and keeping a staff adequate to meet a growing market. With the fluctuating economy, we have tried to keep a staff that is adequate to meet our needs, while adding qualified people as the market grows. Unfortunately, at times, we have faced the addition of clients at a rate faster than our staff could grow and be trained. As a way to overcome this, we have tried to bring on additional people to train in anticipation of new business.

Q: In what ways are you an innovative leader, and how does your organization employ innovation to be on the leading edge?

Mutual Shareholder Services, LLC has been an innovative leader since its inception by providing low cost services to a market of clients that otherwise would not be able to survive and compete against larger, more established mutual funds. We continue to be a cost-effective leader by developing all software in-house.  

Q: What is the greatest lesson you’ve learned and how have you applied it?

The greatest lesson we have learned is that good service and low costs are effective marketing tools. Mutual Shareholder Services LLC doesn’t rely on a massive sales force as our reputation speaks for itself.   

Q: How does your organization make a significant impact on the community and regional economy?

Our organization makes a significant impact on the community and regional community as a whole by employing local people and contributing to the tax base. Mutual Shareholder Services also gives Cleveland a presence in the mutual fund service arena.

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