Who we are, who we serve and what we do.
The POE community operates on a core belief in the extraordinary potential of human beings to maximize their potential when committing to a process of learning more, doing more and becoming their potential.
Learn. Do. Become.
POE partners with financial services professionals and organizations to elevate human potential through impactful multi-platform training and curriculum design as well as comprehensive performance management services. We work with:
Financial Services Leaders
Our leadership programs are focused on maximizing team performance and engagement through the learning and application of performance management principles and techniques.
Financial Advisors, Representatives and Educators
POE’s training and continuing education programs empower financial services professionals with the fundamental behavioral principles requisite in delivering action-oriented client education and planning that ethically influences and drives client behavior.
Financial Services Organizations
POE partners with financial organizations to provide a range of services, from the development and design of training and broader curricula to comprehensive performance management analysis and planning.
Are you living up to your potential as a financial services leader?
Do you want to be?
Watch the video to see how POE can help.
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.
Leading through Empowered Engagement
Engagement is not an idea, intention or feeling.
It’s an action.
Watch this video to learn how you can drive team performance by creating a culture of Empowered Engagement.
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.
New online training and continuing education programs for financial services professionals.
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POE Organizational Services
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 understand your unique needs and challenges, and then design and deliver high impact training, development and performance management programs that maximize the potential of your financial services leaders, advisors, representatives and educators.