Creating Empowered Engagement Cultures
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.
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. Be bold. Take risks. Learn.
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. This is the core of Empowered Engagement.
Learn. Do. Become.
Who We Serve
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 development 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.
The POE difference
At POE, the experience is not solely someone talking at you through instructional videos. Sure, we have plenty of videos tutorials. Everyone does. But, it doesn’t matter what you know; it matters what you do. That’s why our programs are designed for you to actively engage in the learning process and apply what you’ve learned in the workplace. You will experience:
- Interactive learning designed around adult learning principles focused on retention through real-world applications.
- A community of learners focused on performance ownership and personal excellence.
- Learning opportunities at every level, from self-study to individual instruction and coaching.
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.