Post on 14-Sep-2014
description
HBWcul.ture (n)
shared beliefs & values of a group
it matters because…
a great culture attracts great people
A great culture helps people deliver their best work
culture happens anyway
so…
why not create a culture we all can love!
why not build a dream company?
a place we areproud to call ours!
the world has dramatically
changed!
money matters most
some still think…
money matters mostthe internet hasn’t been invented yet
some still think…
money matters mostThe internet hasn’t been invented yet
awesome people arelucky to have a job
some still think…
we don’t
news flash…
at HBW, we try to be different
how you ask?
This is about who we are and also, who we want to be!
at HBW, we try to be different
we are building a company you will love!
what is our culture you ask?
again, great question
you’re really good at this!
we are obsessed with our mission &
values
we solve for the delight of our
clients
yes, we just used the word “delight”
we choose to be awesome
why wouldn’t we, right?!
we invest in mastery and value
we constantly look for better ways
HBW mission“pursue something so important
that even if you fail, the world is still better off.”
-tim o’reilly
HBW mission
the most respected distribution in any industry, period
the premier provider of the best guidance, advice & service to our families, businesses, community & nation
visionour vision is simple and clear at
HBW…financial security for all
Americans…
HBW values
people first, compassion, integrity, character, discipline,
performance, perseverance, and patience
quick question:
did we just perfectly describe you?
delighting our clients
yes, we used the word “delight” again!
delighting our clients
we want to transform how advisors engage, attract &
“delight” their clients
delighting our clients
we want to create an experience people love and appreciate
that “wow” experience
ours is a noble cause
ours is a noble cause
we provide important solutions for people to achieve their
American Dream and support their causes.
ours is a noble cause
congruently we provide awesome solutions to advisors
to assist them in helping clients and themselves achieve
all their dreams
how have we done so far?
our commitment to our mission has earned us the love and
respect of many loyal clients & advisors
how have we done so far?
our commitment to our viability has allowed us to stay in
business, prosper and grow during unbelievably
challenging economic times
balancing mission and viability ischallenging
this desire to seek balance is also what makes us different…
balancing mission and viability ischallenging
…and sometimes creates conflict
we know balance is achieved
through focusing on…
we know balance is achieved
through focusing on…
creating a client experience like no other
we know balance is achieved
through focusing on…
creating an advisor experience like no other
we know balance is achieved
through focusing on…
delighting clients, partners and advisors
we know balance is achieved
through focusing on…
delighting our partner companies and carriers
(overkill perhaps? not to us!)
delighting clients and partners is Job
#1therefore:
we only want to work with clients and partners that we expect to delight.
hence, we shouldn’t work with clients or advisors we are not confident that we
can delight.
we believe in teaching, not
sellingwe believe that success comes from educating clients and advisors, not
exploiting them
we believe that power is gained by sharing knowledge, not hoarding it
we choose to be awesome
we trust ourselves and our partners/advisors
we don’t make policy for minor mistakes in the past
we don’t penalize the many for the mistakes of a few but,
we do protect against the really big stuff.
we have a three-word policy that
drives almost every decision
use good judgment
what is good judgment?
team > self (favor the team over yourself)company > teamclient > company (acting in a client’s best interest is in our best long-term interest)
so…how do we get “there”?
with openness and trust
we are unreasonably picky about our peers.
“the single most important factor in business or any other relationship is with whom you choose to associate. you care about who your kids play with, you should care as much about who you play with.” -barney hellenbrand ceo, HBW partners
we place high value on five
attributes of an HBW candidate,
employee, partner or advisor
are you humble?
c.s. lewis said that “humility is not thinking less of yourself, it is thinking of yourself less.”
in good times, humble people tend to share the credit and in bad times, tend to shoulder the responsibility.
are you effective?
gets things done, makes things happen, moves the needle, has measureable results,
adds value.
are predisposed to doing, taking ownership and responsibility, are resourceful, engaged,
creative.
are you adaptable?
we recognize that change is constant and inevitable. every client, partner and advisor is in an ever-changing environment as our world seemingly spins faster and faster.
are you remarkable?
a quality about them that makes them stand out from the crowd; smart, creative, kind, resourceful, effervescent, a uniqueness that makes them special.
are you transparent?
open and honest with others and themselves. trusting and trustworthy. an open book, not secretive, sneaky or subversive. someone you know will tell you how it is without having to concern yourself with some agenda.
we align with people with h.e.a.r.t.humble
effectiveadaptableremarkabletransparent
these are the people who will help us create a company we love.
we align with people with h.e.a.r.t.
we take this so seriously, we would rather not be in business than work with people who lack h.e.a.r.t.
we invest in mastery and market
valuewe want to be as proud of the people we build as the company we build.we believe in investing to increase each of our individual partner’s and advisor’s market value.how? ongoing learning, broad exposure and unique experiences.
constant innovation!
we are on a never ending quest for better ways to improve every aspect of our business.the enemy of “great” is “good”. we do not except good as our status quo and continue to fight for “great”.we would rather fail trying than fail doing nothing.
this simple belief system is
embedded in everything we do
this is how we achieve
remarkable outcomes
from hiring to partner alignment
we simply won’t compromise
because compromising on
culture is debilitating to
long-term growth
so we don’t
neither should you
just know we are inspired by:
raymond berryHubspot
our partnersour home office team
mason connerour partner companies, carriers and vendors
the current economic environment
thank you for your valued time