18. HBW mission
the most respected
distribution in any
industry, period
the premier provider of
the best guidance, advice
& service to our
families, businesses,
community & nation
19. vision
our vision is simple
and clear at HBW…
financial security for
all Americans…
25. ours is a
noble cause
we provide important
solutions for people
to achieve their
American Dream and
support their causes.
26. ours is a
noble cause
congruently we provide
awesome solutions to
advisors to assist
them in helping
clients and themselves
achieve all their
dreams
27. how have we
done so far?
our commitment to our
mission has earned us
the love and respect
of many loyal clients
& advisors
28. how have we
done so far?
our commitment to our
viability has allowed
us to stay in
business, prosper and
grow during
unbelievably
challenging economic
36. delighting
clients and
partners is
Job #1
therefore:
we only want to work with
clients and partners that we
expect to delight. hence, we
shouldn’t work with clients
or advisors we are not
confident that we can
delight.
37. we believe in
teaching, not
selling
we believe that success
comes from educating
clients and advisors, not
exploiting them
we believe that power is
gained by sharing
knowledge, not hoarding it
38. we choose to
be awesome
we trust ourselves and
our partners/advisors
we don’t make policy for
minor mistakes in the
past
we don’t penalize the
many for the mistakes of
a few but,
we do protect against
40. what is good
judgment?
team > self (favor the
team over yourself)
company > team
client > company
(acting in a client’s
best interest is in our
best long-term
interest)
42. with openness
and trust
we are unreasonably picky about
our peers.
“the single most important factor
in business or any other
relationship is with whom you
choose to associate.
you care
about who your kids play with,
you should care as much about who
you play with.”
43. we place high
value on five
attributes of
an HBW
candidate,
employee,
partner or
44. are you
humble?
c.s. lewis said that
“humility is not thinking
less of yourself, it is
thinking of yourself less.”
in good times, humble people
tend to share the credit and
in bad times, tend to
shoulder the responsibility.
45. are you
effective?
gets things done, makes things
happen, moves the needle, has
measureable results, adds value.
are predisposed to doing, taking
ownership and responsibility,
are resourceful, engaged,
creative.
46. are you
adaptable?
we recognize that change
is constant and
inevitable. every client,
partner and advisor is in
an ever-changing
environment as our world
seemingly spins faster and
faster.
47. are you
remarkable?
a quality about them that
makes them stand out from
the crowd; smart, creative,
kind, resourceful,
effervescent, a uniqueness
that makes them special.
48. are you
transparent?
open and honest with others
and themselves.
trusting
and trustworthy. an open
book, not secretive, sneaky
or subversive.
someone you
know will tell you how it is
without having to concern
yourself with some agenda.
49. we align with
people with
humble
effective
h.e.a.r.t.
adaptable
remarkable
transparent
these are the people
who will help us
create a company we
love.
50. we align with
people with
h.e.a.r.t.
we take this so
seriously, we would
rather not be in
business than work with
people who lack
51. we invest in
mastery and
market value
we want to be as proud of the
people we build as the company we
build.
we believe in investing to
increase each of our individual
partner’s and advisor’s market
value.
how?
ongoing learning, broad
52. constant
innovation!
we are on a never ending quest for
better ways to improve every aspect
of our business.
the enemy of “great” is “good”.
we
do not except good as our status quo
and continue to fight for “great”.
we would rather fail trying than
fail doing nothing.
60. just know we are
inspired by:
raymond berry
Hubspot
our partners
our
home office team
mason conner
our partner companies, carriers
and vendors
the current economic environment
