Who we are, who we serve and what we do.
Performance Ownership Edge, LLC. (POE) was started by Matt Nelson, and is based on a core belief in the extraordinary potential of financial services professionals to better the lives of those they serve and, as a result, their communities and society at large. The important role these professionals play in people's lives makes them responsible for committing to a process of learning more, doing more and becoming their potential.
Learn. Do. Become.
That's where POE comes in.
POE partners with financial services professionals and organizations to provide multi-platform training, continuing education, curriculum design and coaching. Our focus is on the application of behavioral principles that empower clients to make decisions and take actions in the financial planning process that result in desirable financial outcomes.
Training & Development for Financial Services Professionals
At POE, it’s our mission to empower financial services advisors, representatives and educators with the skills, knowledge and abilities to drive action and influence behavioral changes that result in better financial outcomes for clients.
Watch the video to learn more.
Check out these samples of our free training:
If you enjoy these videos, click here to sign-up for a FREE membership where you will benefit from training videos and other learning resources.
Framing Communication for Client Behavior
How financial professionals frame client communication and the associated risks has a significant influence on decisions.
As a result, even the most ethical and well-intentioned advisors may sway client's in unintentional ways.
One thing financial professionals should do when communicating to clients
Ever find yourself confused when clients don't act in their own interest by taking action?
Watch this video to learn one simple and fundamental communication technique to better influence client behavioral changes leading to better financial outcomes.
Free Training Boost Resource Library
Your FREE membership, which includes videos and other learning resources, will help you unlock and elevate your potential as a financial services advisor, representative, educator or leader. Seriously, it’s free. What do you have to lose? Nothing, except the opportunity to improve your performance.
POE is excited to announce the upcoming launch of our first online course, Client Cognition & the Anatomy of Choice.
As the first course in the Client Behavior & Empowered Decision Making Program, advisors will go beyond theory and research to learn how to apply powerful behavioral principles to guide and empower their clients.
...and get a whole lotta CE while doing it!
Sign-up for our newsletter to get updates on the course and other great resources.
Empower your financial services teams with POE Potential!
No product or service has ever been developed, designed, sold or serviced by anything other than people. Your organization’s ability to leverage the potential of your human capital is the key to innovation, performance and success - it is the only true competitive advantage. Period.
POE will partner with your organization to design, develop and deliver virtual and classroom training programs and performance processes to maximize the potential of your people.