Kolbe Discovery Seminar

Ted LeClair, SVP, Director Advisor Academy

NGAM Distribution, L.P.

Durable business starts here.

ACR # 115881

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Why are we here?

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Why are we here? Time.

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Why are we here? Clients.

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Why are we here? Partners.

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Why are we here? Staff.

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Why are we here? Durable Business.

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Agenda

Kolbe overview

Index interpretation

Integration

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Overview

Kathy Kolbe Kolbe Corp. Founder

My definition of success is the freedom to be yourself.

“

”

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Overview: Timeline

3,000 years of philosophy

E.F. Wonderlic early IQ Test

1940’s

Kathy Kolbe Kolbe Index

1980’s

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Overview: Three Parts of the Mind

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Overview: Three Parts of the Mind

Desires

Motivation

Attitudes

Preferences

Emotions

Values

Beliefs

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Overview: Three Parts of the Mind

IQ

Skills

Reason

Knowledge

Experience

Thought

Education

Training

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Overview: Three Parts of the Mind

Drive

Instinct

Necessity

Mental energy

Innate force

Talents

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Overview: Three Parts of the Mind

The Kolbe Wisdom™ is based on the concept that creative instincts are the source of the mental energy that drives people to take specific actions. This mental drive is separate and distinct from passive feelings and thoughts.

Doing

(Conative)

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Overview: Three Parts of the Mind

The Kolbe Wisdom™ is based on the concept that creative instincts are the source of the mental energy that drives people to take specific actions. This mental drive is separate and distinct from passive feelings and thoughts.

Doing

(Conative)

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Overview: Four Action Modes®

Implementor Handle Space and Tangibles. Dealing with nature, tools, technology equipment.

Quick Start Dealing with Risk and Uncertainty. Degree of inclination to risk, change, innovation.

Follow Thru Arrange and Design. Amount of orderliness, sequencing, closure.

Fact Finder Gathering and Share Information. Degree of detail, precision, documentation.

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Index interpretation

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The combination of the four Action Modes describes twelve unique methods of problem solving, or Kolbe Strengths™. Each of us will use four of these approaches, one in each Action Mode, when we tackle challenges in the way we are most naturally comfortable.

No matter what combination of talents we bring into play, each of us will be most productive and get a greater sense of accomplishment when we operate in our own unique way. We make the biggest impact when we solve problems in ways that are most natural for us.

Index interpretation Twelve ways to solve problems

Fact Finder

Simplify

Explain

Specify

Follow Thru

Adapt

Maintain

Systematize

Quick Start

Stabilize

Modify

Improvise

Implementor

Imagine

Restore

Build

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The combination of the four Action Modes describes twelve unique methods of problem solving, or Kolbe Strengths™. Each of us will use four of these approaches, one in each Action Mode, when we tackle challenges in the way we are most naturally comfortable.

No matter what combination of talents we bring into play, each of us will be most productive and get a greater sense of accomplishment when we operate in our own unique way. We make the biggest impact when we solve problems in ways that are most natural for us.

Index interpretation Twelve ways to solve problems

Fact Finder

Explain

Specify

Follow Thru

Maintain

Systematize

Quick Start

Modify

Improvise

Implementor

Restore

Build

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Prevent

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The combination of the four Action Modes describes twelve unique methods of problem solving, or Kolbe Strengths™. Each of us will use four of these approaches, one in each Action Mode, when we tackle challenges in the way we are most naturally comfortable.

No matter what combination of talents we bring into play, each of us will be most productive and get a greater sense of accomplishment when we operate in our own unique way. We make the biggest impact when we solve problems in ways that are most natural for us.

Index interpretation Twelve ways to solve problems

Fact Finder

Simplify

Specify

Follow Thru

Adapt

Systematize

Quick Start

Stabilize

Improvise

Implementor

Imagine

Build

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Respond

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The combination of the four Action Modes describes twelve unique methods of problem solving, or Kolbe Strengths™. Each of us will use four of these approaches, one in each Action Mode, when we tackle challenges in the way we are most naturally comfortable.

No matter what combination of talents we bring into play, each of us will be most productive and get a greater sense of accomplishment when we operate in our own unique way. We make the biggest impact when we solve problems in ways that are most natural for us.

Index interpretation Twelve ways to solve problems

Fact Finder

Simplify

Explain

Follow Thru

Adapt

Maintain

Quick Start

Stabilize

Modify

Implementor

Imagine

Restore

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Initiate

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The combination of the four Action Modes describes twelve unique methods of problem solving, or Kolbe Strengths.™ Each of us will use four of these approaches, one in each Action Mode, when we tackle challenges in the way we are most naturally comfortable.

No matter what combination of talents we bring into play, each of us will be most productive and get a greater sense of accomplishment when we operate in our own unique way. We make the biggest impact when we solve problems in ways that are most natural for us.

Index interpretation Twelve ways to solve problems

Fact Finder

Simplify

Explain

Specify

Follow Thru

Adapt

Maintain

Systematize

Quick Start

Stabilize

Modify

Improvise

Implementor

Imagine

Restore

Build

1

2

3

4

5

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9

10

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Index interpretation: Results

Fact Finder Follow Thru Quick Start Implementor

Ted LeClair 4 5 8 3

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Index interpretation: Conative stress

Working against the Conative grain

From rest to working under stress

Working while using Conative strengths

From rest to doing your best

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Index interpretation: Conative stress

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Index interpretation: Conative cloning

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Index interpretation: Conative copout

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Index interpretation

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Integration

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An offering based on client solutions

Staff

Manager

Clients

Family/

Friends

Business partner

Team

Kolbe

Index

TM

A

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Summary

Integration: Use it in your daily dealings

Kolbe overview: Your instinct Index interpretation: Top of mind

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Main idea

Client Improved communication = Better experience

Improve the work experience Staff

Efficient and effective You

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Call to action

1. Integrate into business process

2. Put tent cards in plain site

3. Have your clients take Kolbe

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Distribution, L.P., NGAM Advisors, L.P., LLC, NGAM, S.A., and NGAM, S.A.’s business development units across the globe, each of which is an affiliate of Natixis Global Asset Management, S.A. The affiliated investment managers and distribution companies are each an affiliate of Natixis Global Asset Management, S.A.

697560 AA279-0713