Using Kolbe in Financial Services

12/01/22 • 24 min

No matter who you are and where you work, knowing your instinctive strengths will help you thrive. But one field that’s seen particular advancements using Kolbe is the financial industry.

To explore why that is, our host Eric Herrera welcomes Libby Paul, Talent Development Manager at Keating & Associates. They talk about the benefits of Kolbe in the financial space, how it matches employees with work that fulfills them, and the impact of Kolbe on team development.

Host: Eric Herrera (5392)

Guest-at-a-Glance

💡 Name: Libby Paul (8623)

💡 What she does: She's the Talent Development Manager at Keating & Associates.

💡 Company: Keating & Associates

💡 Noteworthy: Libby provides talent development services and coordination to approximately 50 staff. Through thoughtful onboarding plans, development of in-house training resources, facilitating continuing education and growth opportunities, staff supervision, and connection to the KA culture, she loves supporting and elevating her staff to work to their unique abilities and experience ongoing growth at KA. She's a KolbeTM Certified Consultant, providing interpretation and workshop services within the organization and to her valued business clients.

💡 Where to find Libby: LinkedIn

Key Insights

⚡The financial space is about understanding people. The financial field involves not just money management but people management as well. So, it's important to understand people and relationships. Libby explains, "Financial advisors are in the relationship and productivity space as well as in the advice space. So, they're busy working with individuals and families. They're working in marriages. They're also working with business owners, helping them move forward, not just in a financial way, but reaching the dreams and goals that they have for their personal lives and for their business lives. So I think when you have financial advisors who know that their work with their clients on their financial goals is going to touch that personal side, they are really looking at how can I help this individual, or this company, or this spousal group reach their aspirations in a meaningful way."

⚡ The more you understand your clients, the better you can help them. Knowing your own Kolbe Index can significantly improve your relationships with others, including your clients. Libby says, "Being able to know our clients inside and out and understand how they operate naturally really helps our advisors to be able to come alongside their clients and tailor their advice to help them reach their goals in a meaningful way, to help them take action naturally to reach those goals, and it also gives them a lot of good communication insight into how these clients are going to receive the information from them."

⚡ Kolbe allows people to be the best authentic versions of themselves. The most powerful thing about Kolbe is that it allows people to be authentic and true to themselves. Libby explains, "I really had my eye on certification for years. I've been with Keating for seven years, and I was greatly impacted by Kolbe at the very beginning of my time at Keating because I have a passion for coaching others and wanting them to be the very best, authentic versions of themselves and seeing how Kolbe enables people to have that personal insight and also confidence in their own strengths — owning those as a value, as a positive thing in their life, and not apologizing for how they're wired — has been a

***
Find the freedom to be yourself by taking the Kolbe ATM Index or The Student Aptitude Quiz for the youth in your life.

No matter who you are and where you work, knowing your instinctive strengths will help you thrive. But one field that’s seen particular advancements using Kolbe is the financial industry.

Host: Eric Herrera (5392)

Guest-at-a-Glance

💡 Name: Libby Paul (8623)

💡 What she does: She's the Talent Development Manager at Keating & Associates.

💡 Company: Keating & Associates

💡 Where to find Libby: LinkedIn

Key Insights

***
Find the freedom to be yourself by taking the Kolbe ATM Index or The Student Aptitude Quiz for the youth in your life.

Previous Episode

Empower Your Kids and Embrace the Mess

When you understand and embrace the power of instinctive strengths, it can make a huge difference at work. But the learning doesn’t stop there.

A greater understanding of instinctive strengths can also provide incredible support in your personal journey, and in the growth of those you care about most — including your children.

In this episode of Powered by Instinct, our host and CEO David Kolbe welcomes Kolbe CertifiedTM Consultant Clare Willson. Clare shares the breakthrough she felt when she first took the Kolbe ATM Index and why she decided to become a Kolbe CertifiedTM Consultant and Youth Specialist. She details how Kolbe helped her empower her son and how she helps other parents do the same.

If only Clare had discovered Kolbe when she was young. It would have helped her process and appreciate her strengths when it comes to organizing. If you need to create shortcuts and need flexibility when it comes to working with systems and procedures, make sure to tune in for some great conversation on the topic!
Host: David Kolbe (8273)

Guest-at-a-Glance

Name: Clare Willson (9234)
What she does: Clare is a team strategist at Riff Creative Studio.
Company: Riff Creative Studio
Noteworthy: Clare is also a Kolbe Certified Consultant, a Kolbe CertifiedTM Youth Specialist, and a former teacher.
Where to find Clare: LinkedIn

Podcast Insights

🎙️Kolbe helped us improve our family relations. Like most of our guests, Clare had other family members take a Kolbe Assessment. Once they saw each other's results and compared them, it was easier for everyone to understand the other and improve their communication. ''My dad was a strategic coach, so he had also taken Kolbe. [...] My mom took it, my sister, my brother, their spouses, and all of our kids. [...] My son is ten years old. So it's baked into how we interact with each other.

🎙️We can be more effective parents if we embrace our children's strengths and teach them to do the same. Clare was a teacher and is now a coach working with startups, business owners, and parents. As she says, working at school and having Kolbe ''under her sleeves'' helped her build a relationship with her son and motivate him to be his true self. However, she knows that's challenging for many parents, so she dedicates one part of her calling to showing them how. ''You don't have to be an expert to approach your kids this way. I think it does start with an understanding that the Conative is a separate, special part of the mind, that it's a real gift, and that there's a pattern that is predictable and that exists not only with you but with each of your children. And if you can find a way to work with that and understand it, you don't have to be an expert and know all the nuances. You have to start and learn as you go, and be curious.''

🎙️Kolbe builds better team players in business and daily life. ''If you are using this for your business, then you know that it works, and you know its power. And so, maybe it's just a question of time when people stop and say, 'I could have a big transformation like this in my family life as well.' Well, you absolutely can. Especially if you're using it for business, you already know

***
Find the freedom to be yourself by taking the Kolbe ATM Index or The Student Aptitude Quiz for the youth in your life.

Next Episode

Key Questions Every Manager Needs to Ask Themselves

In this episode of Powered by Instinct, Amy Bruske and David Kolbe, the President and CEO of Kolbe Corp, respectively, discuss what it means to be an effective leader in modern times. They do so by asking questions every manager should ask themselves:

Do you spend the majority of my time working in ways that energize you versus on tasks that drain you?
Do you impose my way of doing things on others?
Do you know how each person on your team solves problems?
Do you know how to strategically group people together to solve problems and get desired results?
Do you effectively help each member of your team minimize stress in their position?
As your company grows, are you confident in your ability to create or redesign roles for the future?

Follow along to see how your answers these essential challenges compare with Amy and David’s experiences, and to learn how you can grow as a strengths-based leader!

Hosts-at-a-Glance

Names: David Kolbe (8273) and Amy Bruske 3583)

What they do: David is the CEO of Kolbe Corp and Amy is the President of Kolbe Corp.

Company: Kolbe Corp

Noteworthy: Amy is one of Kolbe Corp's three senior master consultants. She is a sought-after speaker for Fortune 500 companies, associations, and entrepreneurial organizations in various industries. David works to empower individuals, businesses, and non-profits to use conative strengths in the ways they care about most. His combined experiences as a Legislative Director, lawyer, and CEO, while being a husband and father of four, bring an unusually interesting perspective to his work and presentations.

Where to find Amy: LinkedIn

Where to find David: LinkedIn

Podcast Insights

🎙️As a leader, you are also a team member, and it is in everyone's best interest for you to be aligned with your strengths. It means that no one expects you to know all the answers. But they need you to meet your needs and focus your energy on resolving the issues you are best at. That way, you lead by example and encourage them to do the same. ''There are enough challenges out there. So I want to remind everyone that mental energy is finite. You only have a certain amount of it to give. So you have to make hard choices every day. There are times when you have to work against your grain; that is the reality of being a leader. But you wanna minimize that because you need to have some energy left over for some of the most important decision-making.''

🎙️An effective leader knows their success formula. So, aside from building or delegating experienced employees to build processes and selecting a high-quality tech stack, an effective leader also understands the importance of gathering excellent individuals and encouraging them to establish and use their strengths. ''Building a team around you takes time, but getting the right people in place means I don't have to do those things. So that is my constant focus.''

🎙️A team of like-minded individuals doesn't guarantee success. On the contrary, a collaboration between different approaches is more likely to get results. In addition, such a team allows a leader to focus on more strategic tasks. Therefore, if you’re wondering what makes a good leader effective, it is the skill of delegating and building a diverse team. ''The team of the best players at every position isn't necessarily the best because they might not fi

***
Find the freedom to be yourself by taking the Kolbe ATM Index or The Student Aptitude Quiz for the youth in your life.