HBW
cul.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 are
proud to call ours!
the world has
dramatically
changed!
some still
think…
money matters most
some still
think…
money matters most
the internet hasn’t been
invented yet
some still
think…
money matters most
The internet hasn’t been
invented yet
awesome people are
lucky to have a job
news flash…
we don’t
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
& se...
vision
our 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 qu...
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 themselve...
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
unbel...
balancing
mission and
viability is
challenging
this desire to seek
balance is also what
makes us different…
balancing
mission and
viability is
challenging
…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
delighting
clients and
partners is
Job #1
therefore:

we only want to work with
clients and partners that we
expect to del...
we believe in
teaching, not
selling
we believe that success
comes from educating
clients and advisors, not
exploiting them...
we choose to
be awesome
we trust ourselves and
our partners/advisors
we don’t make policy for
minor mistakes in the
past
w...
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 > team
client > company
(acting in a client’s
be...
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 ot...
we place high
value on five
attributes of
an HBW
candidate,
employee,
partner or
are you
humble?
c.s. lewis said that
“humility is not thinking
less of yourself, it is
thinking of yourself less.”
in good...
are you
effective?
gets things done, makes things
happen, moves the needle, has
measureable results, adds value.
are predi...
are you
adaptable?
we recognize that change
is constant and
inevitable. every client,
partner and advisor is in
an ever-ch...
are you
remarkable?
a quality about them that
makes them stand out from
the crowd; smart, creative,
kind, resourceful,
eff...
are you
transparent?
open and honest with others
and themselves.
trusting
and trustworthy. an open
book, not secretive, sn...
we align with
people with
humble
effective
h.e.a.r.t.
adaptable
remarkable
transparent

these are the people
who will help...
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 w...
we invest in
mastery and
market value

we want to be as proud of the
people we build as the company we
build.
we believe i...
constant
innovation!
we are on a never ending quest for
better ways to improve every aspect
of our business.
the enemy of ...
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 berry
Hubspot
our partners
our
home office team
mason conner
our partner companies, ...
thank you for
your valued
time
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Hbw culture

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Culture evolves whether planned or not. Ours is intentional.

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Transcript of "Hbw culture"

  1. 1. HBW cul.ture (n) shared beliefs & values of a group
  2. 2. it matters because… a great culture attracts great people A great culture helps people deliver their best work
  3. 3. culture happens anyway so… why not create a culture we all can love!
  4. 4. why not build a dream company? a place we are proud to call ours!
  5. 5. the world has dramatically changed!
  6. 6. some still think… money matters most
  7. 7. some still think… money matters most the internet hasn’t been invented yet
  8. 8. some still think… money matters most The internet hasn’t been invented yet awesome people are lucky to have a job
  9. 9. news flash… we don’t
  10. 10. at HBW, we try to be different how you ask? This is about who we are and also, who we want to be!
  11. 11. at HBW, we try to be different we are building a company you will love!
  12. 12. what is our culture you ask? again, great question you’re really good at this!
  13. 13. we are obsessed with our mission & values
  14. 14. we solve for the delight of our clients yes, we just used the word “delight”
  15. 15. we choose to be awesome why wouldn’t we, right?!
  16. 16. we invest in mastery and value we constantly look for better ways
  17. 17. HBW mission “pursue something so important that even if you fail, the world is still better off.” -tim o’reilly
  18. 18. 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
  19. 19. vision our vision is simple and clear at HBW… financial security for all Americans…
  20. 20. HBW values   people first, compassion, integrity, character, discipline, performance, perseverance, and patience quick question:
  21. 21. delighting our clients yes, we used the word “delight” again!
  22. 22. delighting our clients we want to transform how advisors engage, attract & “delight” their clients
  23. 23. delighting our clients we want to create an experience people love and appreciate that “wow” experience
  24. 24. ours is a noble cause
  25. 25. ours is a noble cause we provide important solutions for people to achieve their American Dream and support their causes.
  26. 26. ours is a noble cause congruently we provide awesome solutions to advisors to assist them in helping clients and themselves achieve all their dreams
  27. 27. how have we done so far? our commitment to our mission has earned us the love and respect of many loyal clients & advisors
  28. 28. 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
  29. 29. balancing mission and viability is challenging this desire to seek balance is also what makes us different…
  30. 30. balancing mission and viability is challenging …and sometimes creates conflict
  31. 31. we know balance is achieved through focusing on…
  32. 32. we know balance is achieved through focusing on… creating a client experience like no other
  33. 33. we know balance is achieved through focusing on… creating an advisor experience like no other
  34. 34. we know balance is achieved through focusing on… delighting clients, partners and advisors
  35. 35. we know balance is achieved through focusing on… delighting our partner companies and carriers (overkill perhaps? not
  36. 36. delighting clients and partners is Job #1 therefore: 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.
  37. 37. we believe in teaching, not selling we believe that success comes from educating clients and advisors, not exploiting them we believe that power is gained by sharing knowledge, not hoarding it
  38. 38. 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
  39. 39. we have a three-word policy that drives almost every decision use good judgment
  40. 40. what is good judgment? team > self (favor the team over yourself) company > team client > company (acting in a client’s best interest is in our best long-term interest)
  41. 41. so…how do we get “there”?
  42. 42. 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.”
  43. 43. we place high value on five attributes of an HBW candidate, employee, partner or
  44. 44. 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.
  45. 45. 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.
  46. 46. 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.
  47. 47. 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.
  48. 48. 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.
  49. 49. we align with people with humble effective h.e.a.r.t. adaptable remarkable transparent these are the people who will help us create a company we love.
  50. 50. 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
  51. 51. we invest in mastery and market value we 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
  52. 52. 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.
  53. 53. this simple belief system is embedded in everything we do
  54. 54. this is how we achieve remarkable outcomes
  55. 55. from hiring to partner alignment
  56. 56. we simply won’t compromise
  57. 57. because compromising on culture is debilitating to long-term growth
  58. 58. so we don’t
  59. 59. neither should you
  60. 60. just know we are inspired by: raymond berry Hubspot our partners our home office team mason conner our partner companies, carriers and vendors the current economic environment
  61. 61. thank you for your valued time
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