Team 2: Imagine you are in the future, 2024, and we are Prosperity Advisors. by Mara Leonte https://padlet.com/leontemara/wpe3b5gpcnfje81 You and your teams have contributed greatly to the success of implementing PA. What did you do differently? Were there pain points that you overcame? en-us 2020-04-21 10:32:53 UTC 2025-12-18 20:28:24 UTC hello@padlet.com leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1090416558 2021-01-15 09:12:16 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1090416558 leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1090417084 2021-01-15 09:12:28 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1090417084 leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1090417301 2021-01-15 09:12:33 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1090417301 "I have implemented the principles of financial health program in my, also, personal/family finances so I have developed a profound understanding of the value of our methodology" leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098054606 2021-01-18 13:53:10 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098054606 I have made all the necessary tools available for the sales force and have come up with the best remuneration policy...if there is a policy in place at all. leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098055356 2021-01-18 13:53:25 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098055356 Define rules how to advice the client to improve his financial health.... so define what is necessary to do in order to change the situation of the clients substantially leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098055749 2021-01-18 13:53:33 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098055749 My team has defined new roles to be able to support the clients (specialist model). leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098056211 2021-01-18 13:53:43 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098056211 "I have participated and have influenced the creation of the new budget making principles around prosperity and the relevant incentives scheme policy to reflect our prosperity advice aspirations" leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098056779 2021-01-18 13:53:50 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098056779 change of strategic targets on the Retail level - eg. Cost to serve customer, RO innovation.. leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098057335 2021-01-18 13:53:58 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098057335 I have had a great influence on designing the most simple products ever. leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098057791 2021-01-18 13:54:08 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098057791 tool for sales employees for real prosperity advising.. also prediction of future life situations leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098058797 2021-01-18 13:54:29 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098058797 My team has developed a superior understanding for prosperity advisory so its performing with confidence in their everyday tasks https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098071636

]]> 2021-01-18 13:59:03 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098071636 https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098075355 Recognize and celebrate financial advisors. ]]> 2021-01-18 14:00:27 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098075355 My team feels super confident with the prosperity advisory topic. It has become second nature to them and all our decisions, products, programs etc derive from its principles in an effortless manner leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098082897 2021-01-18 14:03:11 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098082897 to keep the clients financial health much more in focus and address the need for change https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098085117 2021-01-18 14:03:59 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098085117 They do not talk about percentages and plan achivements but talk about revenues, CXI results... https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098087036 2021-01-18 14:04:42 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098087036 They are very rigourously select the best advisors available and focus very much on retaining the best talents. https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098091859 2021-01-18 14:06:28 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098091859 My team belives that PA will bring add value to our clients and this our main differenciator; leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098092260 2021-01-18 14:06:34 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098092260 Confident, Understanding, Specialized, Motivated, Client focused and CX focused, not profit or numbers leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098093409 2021-01-18 14:06:58 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098093409 Our employees are feeling good for advising clients for their own benefits and not looking at KPI's in volumes and numbers leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098098492 2021-01-18 14:08:51 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098098492 My team belives that this will increase our brand equity ( loyalty, preference, percieved quality...) leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098101631 2021-01-18 14:09:58 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098101631 Coaching for the theme PA, Selection process for the best PA value employees, Empowerment of branch managers, Be less controler and more coacher and first among the others and Walk the talk, Best practice sharing and promoting . leontemara https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098109297 2021-01-18 14:12:40 UTC https://padlet.com/leontemara/wpe3b5gpcnfje81/wish/1098109297