O'Reilly logo

Empowered: Unleash Your Employees, Energize Your Customers, and Transform Your Business by Ted Schadler, Josh Bernoff

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

14. becoming HERO-powered

Finding a financial advisor is sort of like dating. You have to get to know someone and see if he or she thinks like you.

But there’s only one financial institution that treats the relationship with financial advisors like dating: Canada’s Sun Life Financial. If you’re Canadian, you can go to www.sunlife.ca, tell them a little about yourself in a lively and cleverly designed Web application, and then check out the photos of some advisors whom you might find compatible. Just like on a dating site, you can check them out before you share your information.

This is a pretty wacky idea for a 145-year-old financial services company with more than fourteen thousand employees. But Sun Life isn’t what it used to be. And the changes ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required