Get inspired by real case studies from leading professional services firms

Review case studies on how Tribal Habits is used to capture best practices on a wide range of unique professional services topics.


Financial Wisdom, a licensee within the CBA Advice Business, which supports a network of self-employed financial planning firms, used Tribal Habits to capture and share expertise among their internal managers to boost engagement with prospective advice practices.

Challenge

Bringing new firms into the Financial Wisdom network needs to be tailored to the individual firm, with the end-to-end engagement process extensive. Financial Wisdom had significant internal expertise in engaging with prospective advice businesses in the industry, but that expertise was shared across 25 Practice Development Managers (PDMs) in every state of Australia. PDMs are very busy, on the road constantly engaging with their existing firm panel as well as new firms, so it was difficult to share successes and best practice among them via traditional face-to-face means.

<img src="http://tribalhabits.com/wp-content/uploads/2018/07/Financial-Wisdom.png" alt="" />



Solution

Tribal Habits allowed Financial Wisdom to develop a completely customised online training experience on meeting, engaging and working with prospective financial advice firms for PDMs. A core team of PDMs in one state created the first version of the topic, capturing their combined knowledge into a 50 minute online module. The entire PDM team range of PDMs then explored the topic, adding additional new information, including video interviews with PDMs from around the country.

<img src="http://tribalhabits.com/wp-content/uploads/2018/07/Financial-Wisdom.png" alt="" />



Outcome

Built into the topic were three on-the-job activities to help PDMs turn new ideas into workplace behaviours over a two month period. State Managers were automatically notified as their PDMs hit key milestones to encourage 1:1 coaching and success sharing. Over 25 PDMs completed the topic over a three month period, with over 500 contributions added to the topic to capture peer learning and new expertise. This became the first of a series of additional practice management best practice topics.

<img src="http://tribalhabits.com/wp-content/uploads/2018/07/Financial-Wisdom.png" alt="" />


Mercer is a global consulting leader in talent, health, retirement, and investments. Mercer Financial Advice in Australia used Tribal Habits to share expertise on best practices in client engagement and relationship management.

Challenge

Mercer realised that the role of emotions in effective financial decision making was critical to driving individual effectiveness and successful client outcomes. So they needed a way to upskill 60 financial advisers located around Australia with an understanding of complex skills in emotional intelligence, behavioural finance and relationship management. Ensuring real behavioural change in these areas would require advisers to not only acquire new knowledge, but see the benefit in developing new and contemporary skills when it comes to client engagement.

<img src="http://tribalhabits.com/wp-content/uploads/2018/07/Mercer2.png" alt="" />



Solution

Mercer tapped directly into its internal expertise to create a series of Tribal Habits topics, and slowly and carefully take their advisers on a journey into behavioural finance. The topics included video interviews with internal experts, scenario analysis and assessments, and several on-the-job activities. Additional topics were also used to prepare advisers for face-to-face workshops, and then to capture and summarise those workshops for new advisers.

<img src="http://tribalhabits.com/wp-content/uploads/2018/07/Mercer2.png" alt="" />



Outcome

A single L&D manager was able to use Tribal Habits to coordinate internal experts to develop and deliver the entire program – 10 hours on online learning plus two days of workshops – to over 60 advisers around Australia in under four months! This achievement was successful without any external development costs other than the Tribal Habits subscription. Over 3,000 contributions of knowledge and on-the-job outcomes were captured from advisers. Across the Tribal Habits topics, 91% of participants rated the topics as high quality in usefulness of content, 70% felt it directly improved client service, 68% said it improved team morale and 95% found knowledge they were seeking or new knowledge which was valuable on-the-job.

<img src="http://tribalhabits.com/wp-content/uploads/2018/07/Mercer2.png" alt="" />


Cardno is a professional infrastructure and environmental services company, with expertise in the development and improvement of physical and social infrastructure for communities around the world. They used Tribal Habits to boost business development skills with over 100 Engineers.

Challenge

Cardno’s engineers collectively represented significant client management and business development expertise. However, with engineers located in dozens of cities, expertise in finding, winning and implementing new projects was not always visible and shared. Cardno needed a way to engage with a diverse group of participants, dealing with multiple locations, clients and cultures, to capture business development expertise and drive growth opportunities.

<img src="http://tribalhabits.com/wp-content/uploads/2018/07/Cardno.png" alt="" />



Solution

Tribal Habits was chosen to provide an initial Business Development Academy, consisting of 10 topics across a range of key growth areas – building trust, developing proposals, managing productivity and more. Subject Matter Experts from across the business were empowered to contribute their expertise into the topics, ensuring content was relevant and engaging. The entire initial program was developed in under two months and delivered globally over a further two months to over 100 engineers.

<img src="http://tribalhabits.com/wp-content/uploads/2018/07/Cardno.png" alt="" />



Outcome

Participants were able to select topics from the Academy which suited their learning needs. As a result, 91% found new skills on-the-job, 82% said the program helped generate new business (even within the initial roll-out!) and 95% found the learning outcomes they were seeking. Following this roll-out, the Academy has been expanded with additional topics and on-going delivery through the US and Australia. Local management and subject matter experts are now able to host knowledge sharing events as follow-up to these modules, providing an completely internally driven blended-learning experience.

<img src="http://tribalhabits.com/wp-content/uploads/2018/07/Cardno.png" alt="" />

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