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 engage and empower your clients by elevating the potential of your people.
Client Engagement and Communication Training
Understanding how and why people take action and make decisions is crucial to effectively communicating and guiding clients through the financial planning process. Whether being delivered live or virtually, POE will partner with your firm to create client engagement and communication training that addresses the unique needs and challenges your people face.
Financial Services Leadership Training
Engaging and motivating financial services teams is no easy task. Oftentimes, managers and leaders rely on common wisdom that is commonly wrong. Using the principles of behavioral science as well as performance management, POE will provide your firm's leaders with training that promotes proven research over the latest fads.
Curriculum and Instructional Design
The need for impactful learning that drives performance never stops. But, it does change form, depending on the experience and competence of the performer. For this reason, financial firms should think in terms of the learning lifecycle their advisors will go through over the course of their career.
POE will partner with you to create curricula and learning programs that elevate the performance of your people through all stages of their career development.
Consulting For Team Performance
People react to their environment. Period. Having effective policies, procedures, systems, incentives and communication can be the difference between high and low performing advisors and teams. POE will partner with your organization to understand the goals for your organization, how it is currently performing, and then identify a plan-of-action for success.
Content Development and Writing Services
Whether you are an association or company marketing to and supporting advisors, or a financial firm advising clients, it is crucial to be viewed as an industry thought leader and information source.POE can help build your brand by developing search engine optimized content, videos, webinars and opt-in resources such as eBooks, white papers and worksheets. In addition, POE can provide subject matter expertise and research to elevate and distinguish your firm's offerings by not only educating, but driving action.