Being Human: Even When it's Difficult
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Being Human (Even When it’s Difficult)
Transcript of Being Human: Even When it's Difficult
Being Human (Even When it’s Difficult)
Hello. !
Keri Maijala | @clamhead
Record-‐keepers ShorAng
Asset allocaAon DerivaAves
Market neutral Defensive shares Liability matching Index-‐linked bonds
!
Anxiety Guilt
DestrucAon
Relatable Understandable
Human
“We are humans building products for humans. What we say and how we say it maNers. How we make our customers feel through our language choices maNer.”
Amy Thibodeau, “Write Like a Human”
FIDUCIARY
At no addi;onal cost to youFree
Based on Financial Engines and Aon HewiE joint study: Help in Defined Contribu;on Plans: 2006 through 2012, May 2014. Research results presented for informa;on and evalua;ve purposes only. Does not cons;tute an offer of advisory services or a recommenda;on to buy, sell, or hold any investment. Neither Financial Engines nor Aon HewiE guarantees future results, and a diversified, age-‐appropriate porXolio is not a guarantee against loss. The Help category includes par;cipants who, at the ;me of the study, were target date fund users with 95% or more of their porXolio in one or two target date funds; managed account users; and online advice users who used the service in the prior 12 months.
Recent studies have found that people who get help do beNer.
Cold ScruAnized Difficult
NOW WHAT?
1. Develop a good relaAonship with your legal team
2. Show off your strengths
3. Look for “educaAonal moments”
4. Distribute decisions
1. Develop a good relaAonship with your legal team
2. Show off your strengths
3. Look for “educaAonal moments”
4. Distribute decisions
Here’s what you can do
1. Use the legal style guide
2. Understand how your company is different than other companies
3. Copyedit. Proofread.
4. Give them advanced warning
5. Use the process
6. Don’t go around them
7. Be their advocate
Last week…
“You know, it’s just like any other relaAonship. Come from a place of mutual respect. It’s all about communicaAon.”
Keri Gustafson, Compliance Manager
“It’s like jazz. Music operates within a set of strict rules. It’s the job of musicians to be creaAve within that narrow set of rules. And it’s our job to work together to make creaAve content within our narrow set of rules.”
Dexter Buck, Chief Compliance Officer
1. Develop a good relaAonship with your legal team
2. Show off your strengths
3. Look for “educaAonal moments”
4. Distribute decisions
1. Develop a good relaAonship with your legal team
2. Show off your strengths
3. Look for “educaAonal moments”
4. Distribute decisions
FIDUCIARY
1. Develop a good relaAonship with your legal team
2. Show off your strengths
3. Look for “educaAonal moments”
4. Distribute decisions
1. Develop a good relaAonship with your legal team
2. Show off your strengths
3. Look for “educaAonal moments”
4. Distribute decisions
5. BONUS: Be human
“Say more about that.”
“I’m not sure what you mean.”
“Can you describe that in a different way?”
“That’s perfect! Can we say it like that?”
Maximize Robust Engage Leverage OpAmizeSimply
EVERYTHING KATE KIEFER LEE SAID YESTERDAY
So.
“Everything that’s difficult you should be able to laugh about.”
Louis CK
Thank you.
Keri Maijala | @clamhead
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