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Achieving Business Excellence Understanding the Pattern of Business Success
19

Raymond James Financial Instutitions Division Workshop

Jul 15, 2015

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John Spence
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Page 1: Raymond James Financial Instutitions Division Workshop

Achieving

Business

Excellence

Understanding the Pattern

of Business Success

Page 2: Raymond James Financial Instutitions Division Workshop
Page 3: Raymond James Financial Instutitions Division Workshop
Page 4: Raymond James Financial Instutitions Division Workshop
Page 5: Raymond James Financial Instutitions Division Workshop

(T + C + ECF) x DE = Success

2

Page 6: Raymond James Financial Instutitions Division Workshop

The Four – I’s

• Ignorance

• Inflexibility

• Indifference

• Inconsistency

Page 2

Page 7: Raymond James Financial Instutitions Division Workshop

How to avoid the Four I’s 1-10• Aggressive external market focus.

• Aggressive customer focus.

• Keep the “Main Things” the main things.

• Bullish on knowledge sharing and learning.

• Teamwork is mandatory – not optional.

• Passion and commitment at all levels.

• Foster a healthy paranoia.

• Revel in change. 2

Page 8: Raymond James Financial Instutitions Division Workshop

The rate of internal

innovation must

exceed the rate of

external innovation”

II > EI 3

Page 9: Raymond James Financial Instutitions Division Workshop

The Key To Success in the New Normal…

•Nimbleosity

•Nim-bo-licous

Page 10: Raymond James Financial Instutitions Division Workshop

1,300,000 interviews: Basic 4 + 1

Wow No Surprises Cheer

1-10

3

Page 11: Raymond James Financial Instutitions Division Workshop

What does it take to be a valued member of a team?

Develop and display competence.

Follow through on commitments.

Deliver required results.

Ensure your actions are consistent with your word.

Stand behind the team and its people.

Be enjoyable to work with.

Be passionate about your work and those you serve.

Communicate and keep everyone informed.

Help the other members of the team.

Help members of other teams.

Share ideas, information and credit.

Hold yourself 100% accountable.

3

Page 12: Raymond James Financial Instutitions Division Workshop

• D

• M

• C

• C

• M

• D

irection – vivid, clear, inspiring --- shared

easurements – specific, observable, focused

ompetence – very good at what they do

ommunication – open, honest, courageous

utual Accountability – all team members

iscipline – do this every day

4

Page 13: Raymond James Financial Instutitions Division Workshop

VOC

4

Page 14: Raymond James Financial Instutitions Division Workshop

Moments Of Truth

5

Page 15: Raymond James Financial Instutitions Division Workshop

MOT

Workshop:

Page 5

Page 16: Raymond James Financial Instutitions Division Workshop

43% - 74% of purchasing decisions = WOM/T

Page 17: Raymond James Financial Instutitions Division Workshop

You MUST have a WOM Referral System

Know Like Trust Try Buy Repeat

Identify

Ideal

Customer

Refer

Ideal

Customer

5

Page 18: Raymond James Financial Instutitions Division Workshop

Page 6

• What are FOUR specific

action steps you will take

as a result of what you

have learned in this

session?

Page 19: Raymond James Financial Instutitions Division Workshop

If you have any questions at all please do not hesitate to send a note or call.

My email address is: [email protected]

My twitter address is: @awesomelysimple

Please connect with me on LinkedIn and Face Book

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www.blog.johnspence.com

Lastly, these slides have already been uploaded to:

www.slideshare.net/johnspence