kolbe discovery seminar...natixis global asset management consists of natixis global asset...

Kolbe Discovery Seminar

Ted LeClair, SVP, Director Advisor Academy

NGAM Distribution, L.P.

Durable business starts here.

ACR # 115881

2

Why are we here?

4 4

Why are we here? Time.

5 5

Why are we here? Clients.

6 6

Why are we here? Partners.

7 7

Why are we here? Staff.

8 8

Why are we here? Durable Business.

9

Agenda

Kolbe overview

Index interpretation

Integration

10

Overview

Kathy Kolbe Kolbe Corp. Founder

My definition of success is the freedom to be yourself.

“

”

11

Overview: Timeline

3,000 years of philosophy

E.F. Wonderlic early IQ Test

1940’s

Kathy Kolbe Kolbe Index

1980’s

12

Overview: Three Parts of the Mind

13

Overview: Three Parts of the Mind

Desires

Motivation

Attitudes

Preferences

Emotions

Values

Beliefs

14

Overview: Three Parts of the Mind

IQ

Skills

Reason

Knowledge

Experience

Thought

Education

Training

15

Overview: Three Parts of the Mind

Drive

Instinct

Necessity

Mental energy

Innate force

Talents

16

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)

17

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)

18

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.

19

cc

Index interpretation

20

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

6

7

8

9

10

21

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

1

2

3

4

5

6

7

8

9

10

Prevent

22

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

1

2

3

4

5

6

7

8

9

10

Respond

23

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

1

2

3

4

5

6

7

8

9

10

Initiate

24

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

6

7

8

9

10

25

Index interpretation: Results

Fact Finder Follow Thru Quick Start Implementor

Ted LeClair 4 5 8 3

26

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

27

Index interpretation: Conative stress

28

Index interpretation: Conative cloning

29

Index interpretation: Conative copout

30

Index interpretation

31

cc

Integration

32

An offering based on client solutions

Staff

Manager

Clients

Family/

Friends

Business partner

Team

Kolbe

Index

TM

A

33

Summary

Integration: Use it in your daily dealings

Kolbe overview: Your instinct Index interpretation: Top of mind

34

Main idea

Client Improved communication = Better experience

Improve the work experience Staff

Efficient and effective You

35

Call to action

1. Integrate into business process

2. Put tent cards in plain site

3. Have your clients take Kolbe

36

This document may contain references to third party copyrights, indexes, and trademarks, each of which is the property of its respective owner. Such owner is not affiliated with Natixis Global Asset Management or any of its related or affiliated companies (collectively “NGAM”) and does not sponsor, endorse or participate in the provision of any NGAM services, funds or other financial products.

Natixis Global Asset Management consists of Natixis Global Asset Management, S.A., NGAM

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