Three Organizations Recognized by Kolbe Corp for Impact With Strengths

Three organizations, including nonprofit and for profit enterprises, have just been announced as finalists for Kolbe Corp’s 2018 Conative Excellence Enterprise Award, for applying strengths theory to make lives better. The winner will be announced at Conation Nation Symposium, Oct. 25–26.

For profit and nonprofit enterprises share one major success criteria. They must understand people before making a significant impact. In 2018, three organizations have demonstrated superior understanding of people’s innate strengths, and have just been recognized as finalists for Kolbe Corp’s Conative Excellence Enterprise Award.

The three finalists are Bethany Christian Services, The Financial Services Network and LSW Architects — representing a diverse cross-section of organizations in nonprofit, financial and professional services. The winner will be announced, along with the individual Professional Award recipient, at the Conation Nation Symposium in Scottsdale, Arizona, Oct. 25–26.

“We’ve seen that successful organizations excel when they view their employees, customers and stakeholders in terms of strengths,” said David Kolbe, CEO of Kolbe Corp. “These finalists show that understanding human potential transcends industries and sectors. We’re incredibly proud to be associated with each of these finalists for our Conative Excellence Enterprise Award.”

Bethany Christian Services (Grand Rapids, Mich.)

Bethany Christian Services is a global nonprofit organization that brings families together and keeps families together. Strengthening families for the well-being of children is its top priority. The organization’s services include adoption, foster care and pregnancy counseling. It also provides counseling to families, assists refugees and immigrants resettling in the U.S. and partners with several international countries to help keep families together. “The work we do equips families to be the answer for children in need, as Christ intended,” says Bethany Christian Services.

The Financial Services Network (San Mateo, Calif.)

The Financial Services Network comprises a highly specialized group of business, investment and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. United by a common bond of excellence and sharing the desire to elevate their practices, its advisors partner with The Financial Services Network in the pursuit of growth, efficiency, acquisition strategies and seamless succession plans.

LSW Architects (Vancouver, Wash.)

LSW offers a full range of architectural, interior design and planning services and has been fortunate to partner with remarkable clients over its 60+ year history — resulting in a body of built work that continues to change the face of its Vancouver, Washington community and communities beyond. “Our people are the heart of our success,” says a spokesperson. “Our dedicated team implements their unique talents to positively impact our projects — all the while producing a supportive, lively work environment that naturally breeds a sense of collaboration and creativity.”

About Conation Nation Symposium

Conation Nation Symposium will take place October 25 and 26 at the DoubleTree Resort in Scottsdale, Ariz., and is the authoritative conference on conation — the part of the mind used in action and achievement. The event will feature a variety of presentations from leaders in coaching, human resources, and personal relationships; including Kathy Kolbe, Dan Sullivan and keynote speaker Brian Burkhardt.

For more information about Conation Nation Symposium, visit: http://kolbe.com/cns.

About Kolbe Corp

Since 1977, Kolbe Corp’s mission is to help people succeed by having the freedom to be themselves. More than one million people have completed Kolbe assessments to better understand their conative strengths — natural instincts that govern action and achievement. Thousands of organizations use Kolbe Corp’s assessments and consulting services to be more productive and to build effective and engaged teams.

Kolbe Corp’s flagship online assessment, the Kolbe A™ Index, is the most powerful personal strengths assessment available, with proven reliability and validity. The Kolbe A Index is available online at http://kolbe.com.

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The Network recruits $245m team from Cetera, adds Wilshire research

Andrew Jones, CityWire USA  19 July 2018, 13:39

The Financial Services Network (The Network), an OSJ of LPL Financial, has taken on a new firm and partnered with Wilshire Funds Management.

Newly launched California RIA joins LPL Financial

Andrew Jones, CityWire USA  12 July 2018, 14:26

Happiness Wealth Management, led by ex-Merrill Lynch Advisor Mike Duffy, has joined LPL Financial’s broker-dealer and RIA platform.

Technology Blog – Volume 1, Issue 1: Clean Data is Happy Data

Clean Data is Happy Data

Nora Keenan, AVP Business Consulting
The Financial Services Network

Welcome to the inaugural edition of my technology blog.  I’ll use it as a forum for ideas, commentary and industry updates.

As you may know, a big part of my job is getting systems to share data so that your offices can be more efficient. Unfortunately, sometimes I get an office set up and the data doesn’t look like the advisor envisioned.

When this happens, often it is because the underlying source data is unstructured and cluttered.  Duplicate contact records, stale data and uncategorized clients are a few examples.  It’s easy to see how this messy data would be hard to work with.

Sometimes I see offices get discouraged at this point and postpone the work necessary to clean up their data.  It seems overwhelming and with everything else that’s required daily, it often doesn’t get done.

But fear not!  I will give you a plan that you can implement over time.  And once your data is clean, it will need nothing more than a quarterly sprucing.

Here are my Top 3 Tips for Data Cleanup

  • Remove Duplicates (Consolidate): When the same person is added twice (or more!) into your CRM, each version will collect their own appointments, notes and activities over time. Instead of deleting the extra copies, consolidate those contacts into one to maintain your activity, appointment and note history.  Redtail offers this functionality within the Bulk Actions menu.  Review this helpful article for detailed instructions: http://help.redtailtechnology.com/hc/en-us/articles/203977880-How-do-I-combine-records-

 

 

  • Periodic Maintenance: Now that your contact records are clean and segmented, keep them that way with some periodic maintenance.
    • Run the Contacts by Duplicate Names report in Redtail quarterly. This report shows you what contacts have the same first and last name.  Note that this report can list John Smith Sr and John Smith Jr as duplicate contacts.  Use your knowledge of the client base to do a logic check here. Redtail: Contacts by Duplicate Names Report
    • Update mail and email addresses in both Redtail and at the custodian consistently.
    • Run the Personal Profile Form from Redtail as part of your client meeting preparation. This form provides a summary of all contact information you have in the CRM for the client. Give them the opportunity to review and update the data periodically.  This form is available from the Common Tasks icon in the contact record in Redtail.

 

I hope I’ve renewed your enthusiasm for your CRM.  Stay tuned for more tips, tricks and videos in future issues of my monthly technology update.  Don’t hesitate to contact me at nkeenan@fsnweb.com with any questions or suggestions for future topics.

 

The company names and information mentioned herein was for educational purposes only. It was not a recommendation or solicitation to buy or sell that company nor an endorsement for their products/and or services.

Big News!

We released an updated brand identity on Monday March 27th, which includes a new logo and website. You’ll see the new look anywhere we are out in public, like our events, Facebook, LinkedIn and Twitter. We believe the new look better matches what we’ve become since our founding over 30 years ago: a Network of independent financial advisors united by a common bond of excellence and the shared desire to elevate their practice. Our goal with this new website is to provide our visitors a clean, streamlined interface to learn about The Network’s services and solutions. Additionally, the modern, user-friendly technology will allow Advisors and Operational Staff to more quickly search for information or the Network team member that they are looking for.

In the near future, you will also notice our increased presence on social media as a tool to stay in touch with Advisors. Please visit our Facebook page after Monday the 27th and like us for a chance to win super cool Network Swag. We will be randomly selecting winners who have “Liked” our page between our launch date and April 1st. You do not want to miss out on the chance to be first on your block with the new Network promo items!  We also encourage you to follow us on LinkedIn and Twitter.

Let us know what you think … we’re pretty excited about it and hope you are too. As always, if you have any questions, comments, or just want to chat, do not hesitate to reach out.