Problem Solving
Problems are
What is beautiful?
Enable APD&T productivity and growth
Who is Distribution Analytics?
Caring Personally while Challenging Directly
What is Radical Candor?
Achieve $1.58B in AUA by end '22
Who is the FSC?
Helps to determine relationship between different root causes
What is the 5 Whys?
Advisor Solutions Support Satisfaction score rating
Who is Digital Enablement?
To praise that is insincere, flattery to a person’s face and harsh criticism behind their back.
What is Manipulative Insincerity?
Employee survey: Achieve 70% on "the amount of work expected of me is reasonable" (up from 54% in 2021)
Who is SEP Leadership?
A multi-stage and logically structured process
What is hypothesis-driven problem-solving?
Complete 4 per quarter step change analyses to measure contribution to productivity gains
Who is Capabilities and Enablement?
To challenge someone directly, but don’t show you care about them personally.
What is Obnoxious Aggression?
Achieve 42% open rate on our CL emails to advisors
Who is Distribution Communications?
A tool to help break down problems into discrete, manageable chunks
What is Issue Trees?
Conduct minimum of 4 monthly BP meetings to gather feedback, improve relationships.
Who is Distribution Learning?
Spare someone’s short-term feelings, so you don’t tell them something they need to know.
What is Ruinous Empathy?
Streamlining and Documentation of our processes
Who is Distribution Compensation?
Used as a “check” to eliminate gaps / overlap and ensure the hypothesis is clear
What is MECE - Mutually Exclusive, Collectively Exhaustive?
Ensure diverse slate of candidates are provided in 100% of open positions
Who is SEP Leadership?
HHIP
What is Humble, it's Helpful, it's Immediate, it's in Person?
Percentage of users who are 'true adopters'
Who is Financial Planning & Advice?