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PEX: Joe Jordan, Edward Jones

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Manage episode 253809570 series 1432771
Content provided by Seth Adler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seth Adler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Joe Jordan joins us from OPEX Week in Orlando. As the director of operational excellence for Edward Jones, Joe sought inspiration from the hit TV show Shark Tank to give a platform to the innovative minds of Edward Jones. If anyone across the firm's workflow has an idea about how to transform their part of the business, they are given the opportunity to present it to the C-suite. If the idea ultimately increases Edward Jones's ROI, the C-suite signs of on funding the technology that bring the idea to fruition. It's an exciting opportunity for voices across the company to be heard and is a win/win for morale and profit. Over the last year, they've held about 15 of these Shark Tank sessions and have signed off on 100% of them. Joe explains exactly how the process works and provides a few simple yet powerful examples, from automatic signature verification to RPA processes. Finally, Joe explains what they look for in an employee with the acronym BLT: that is, business acumen, leadership, and technology. Ultimately, the firm's focus on a growth mindset across all verticals of the organization is what keeps Edward Jones as an industry leader.

  continue reading

100 episodes

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iconShare
 
Manage episode 253809570 series 1432771
Content provided by Seth Adler. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seth Adler or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Joe Jordan joins us from OPEX Week in Orlando. As the director of operational excellence for Edward Jones, Joe sought inspiration from the hit TV show Shark Tank to give a platform to the innovative minds of Edward Jones. If anyone across the firm's workflow has an idea about how to transform their part of the business, they are given the opportunity to present it to the C-suite. If the idea ultimately increases Edward Jones's ROI, the C-suite signs of on funding the technology that bring the idea to fruition. It's an exciting opportunity for voices across the company to be heard and is a win/win for morale and profit. Over the last year, they've held about 15 of these Shark Tank sessions and have signed off on 100% of them. Joe explains exactly how the process works and provides a few simple yet powerful examples, from automatic signature verification to RPA processes. Finally, Joe explains what they look for in an employee with the acronym BLT: that is, business acumen, leadership, and technology. Ultimately, the firm's focus on a growth mindset across all verticals of the organization is what keeps Edward Jones as an industry leader.

  continue reading

100 episodes

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