Gamification

 


Many Independent Wealth Management websites have a link for people to request an appointment to discuss their personal financial information. We all can do better.  This week I’ll explain how we can use AI to help.  I’m using an AI tool called gamification to help us in three important areas. We often outsource these three needs to expensive professionals. I will propose that a computer can help, complemented with human professionals.  Computers can identify our tendencies and mistakes, but humans deliver empathy.  



Recruiting 

Recruiting is on the top of most firms wish list. The recruiting game has standard questions that all recruiters have asked for years. Our game will include those questions, but also ask our colleagues what questions resonated for them. The other aspect of recruiting that can be improved is references. All of our current clients should be randomly chosen by the computer to eliminate using our Mom as a reference. The new recruiting game will be an improvement to the old.  The Zoom Room and DoorDash will insure our recruits can have a great bottle of wine and a memorable meal. 


Prospecting

The other improvements can utilize technology too. When asking prospects what they believe we can use a Zoom room that will insure a prospect meets every professional in your firm. This will also decrease the scheduling challenge of scheduling mismatch. The other benefit of a game is that the prospect will receive feedback that they understand. No more confusing technical terms. We all know how to keep score. 




Employee Satisfaction 

The Great Jack Welch established many helpful management strategies.  His strategy of “stack ranking“ was very difficult for me to implement.  When my HR manager gave me a call asking me who I wanted to fire - I declined.  The HR game will use exit interviews and ideas from our current professionals.  We will be pleasantly surprised by their ideas.  We just need to ask.  


Let’s replace our “schedule an appointment” website link with a link to our new games.  Even after the vaccine, we will still like to play... 


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