From highly regulated -
to highly engaged leaders
When a change in Financial Service regulations put a stop to advisors receiving financial incentives, industry managers went into a tailspin. Having always motivated their teams in a way that was no longer available to them, they quickly needed to find a new incentive for advisors.
We began to work with Nationwide, researching intrinsic and extrinsic motivations. Alongside the core team, we dug into questions around values, using our expertise and tools to help. Through listening firsthand and coaching, we began to uncover what it really meant to people to be a trusted advisor.
Armed with these insights we developed a programme to engage sales people without using the traditional financial lever. Based in aspects of behavioural science, turned into interactive experiences, the programme featured games and learning which participants didn’t expect.
Increase in coaching capabilities within the manager community
Programme rating
Rate themselves as ‘engaged’ or ‘highly engaged’ in their role
The Solution
Throughout this period of significant regulatory change, Nationwide remained successful where others faltered. It was one of the last institutions to offer genuine financial advice through the largest network of fully employed advisors.
By digging deeply into psyche and motivation and working closely with the team, we had created a programme that not only kept Nationwide one step ahead but had a profound and long lasting effect on culture in the workplace.
“Working with the team has had an incredibly positive impact on our people. The key to this, in my opinion, has been the high quality of material delivered by such highly engaging and skilled trainers. Your team have real credibility with my managers and advisors alike.”
Jason Herwood - Commercial Director