© Copyright 2013, The Institute for Wealth Planning
The IWP Mentoring Process
Where is the resistance to change and innovation?
Are the right people on your bus?
Jim Collins in Good to Great discovered if you put the right people on the bus, they would figure out what to do, how, and why. As we learned from Simon Singer year later, “Why, how, and what” is the communication style and sequence of great leaders and great companies. Martin Luther King did not have a plan for civil rights -
IBM said, “think”, Apple said, “think different” and The IWP says, “think twice”. The IWP is a bus with clients and people that enjoy the journey or want off at the next bus stop.
In 2003, LIMRA, asked a prominent think tank to share its lessons learned after twenty years consulting at the top of the insurance and investment industries with the management professionals attending a conference at LIMRA headquarters in Connecticut.
Collaboration was the topic and harmony was the goal. In any firm, here is the essence of the client-
Lead and be led?
Manage and be managed?
Serve and be served?
Teach and be taught?
Leaders lead -
Managers manage -
Facilitator serve -
Educators teach -
All four roles are essential. They are always in conflict. They can work together in harmony. What is missing is they are not client-
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