Learn. Do. Become.
Who We Are
Performance Ownership Edge (POE) was launched in 2018 by Matt Nelson.
Matt's experience and expertise leading financial services teams as well as in learning, development and performance management make him uniquely qualified to partner with and support financial advisors and firms.
He is a CERTIFIED FINANCIAL PLANNER™, Certified Professional in Learning & Performance® and has earned an MBA with a focus in finance.
What We Do
POE serves and partners with advisors and firms to design, develop and implement CE eligible curriculum, learning and development programs, and online content in both live and virtual settings. In addition, POE can help your organizations and leaders to elevate the engagement and performance of your advisor teams.
POE programs and resources are designed to empower advisors and leaders with behavioral science and performance management principles to effectively guide client behavior and elevate team performance.
Why We Do It
Core Belief: POE operates 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 requires committing to a process of learning more, doing more and becoming their potential.
Vision: To be the most innovative, client-centric, people-focused and ethically driven provider of behavioral-based, multi-platform training, development and performance management services to financial services professionals and organizations.
Mission: Empower financial services professionals and organizations with the training, development and performance management resources to elevate their skills, knowledge and abilities to change behavior and drive better outcomes for their people and clients.
- Empower People: Financial services is at its best when it empowers the lives of those who work within it as well as those clients and customers who are served. No product, service or technology has ever been developed, sold or serviced by anything other than people. Period. When organizations are focused on the potential of their people, and their people are focused on maximizing the financial well-being of their clients and customers, long lasting, sustainable and innovative growth will result.
- Focus on Community: The financial services industry serves a core function in society and is primary determiner of its health and opportunity. The interests of the financial services industry cannot be separated from those of the community in which it operates; they are inextricably linked. At a minimum, those organizations and people within the industry should work to do no harm. At their best, they should maximize the ability of a society to prosper and provide opportunity to its people.
- Take Action: It doesn’t matter what you know; it matters what you do. Knowledge not applied is wasted potential. Learning and education should equate to behavioral change and demonstrable action.
- Innovate: Learning, developing, growing and maximizing potential - innovation - requires risk, failure, reflection and repeated attempts to improve. Complacency kills innovation and opportunity. POE is committed to helping financial advisors and firms committed to their clients to be bold, take risks and to learn. In short, to innovate.
How We Do It
Billions of dollars are spent each year on training and development. Unfortunately, most of those expenditures do not produce any meaningful ROI. In other words, the training fails. POE is committed to ensuring a different outcome for our partners. Using our detailed process, POE will identify performance gaps and interventions that result in meaningful and lasting behavioral change. A summary of the process includes:
- Defining the project's scope, purpose and objective.
- Analyzing and understanding the current status quo to determine performance gaps.
- Identifying current competencies that will support success as well as constraining challenges that will work against it.
- Designing and agreeing upon a performance intervention, i.e. strategy and plan-of-action.
- Implementing and then monitoring the plan.
- Reviewing, Changing and adapting as needed.
Meet Matt Nelson
“How do you best engage people in a way that helps them change their behavior, accomplish great things and transform their lives?”
During my career, this is a question I passionately sought to answer. First as a financial representative working with clients and then as a regional manager leading financial sales and service teams. This led to me overseeing national training, leadership coaching and performance management activities for an industry leading financial services firm. Along the road, I became a CERTIFIED FINANCIAL PLANNER™, a Certified Professional in Learning and Performance, got an MBA and spent countless hours learning and researching. But, those things aren’t what taught me how to help people. It was the work, the care for others and the process of applying, succeeding, failing, reflecting and trying again. To say I became passionate in my pursuit of this answer would be an understatement – obsession might be more appropriate.
Performance Ownership Edge (POE) is the result of this obsession. The POE mission is to empower financial services professionals and organizations with the training, development and performance management resources to elevate their skills, knowledge and abilities to change behavior and drive better outcomes for their people and clients.