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Being	
  Human	
  

(Even	
  When	
  it’s	
  Difficult)
Hello.	
  
!
Keri	
  Maijala	
  	
  |	
  	
  @clamhead
www.flickr.com/photos/riddian
www.flickr.com/photos/riddian
www.flickr.com/photos/riddian
www.flickr.com/photos/riddian#NOTKIDDING
www.flickr.com/photos/riddian
www.flickr.com/photos/riddian
Record-­‐keepers	
  
ShorAng	
  
Asset	
  allocaAon	
  
DerivaAves	
  
Market	
  neutral	
  
Defensive	
  shares	
  
Liabi...
Anxiety	
  
Guilt	
  
DestrucAon
Relatable	
  
Understandable	
  
Human
“We	
  are	
  humans	
  building	
  products	
  for	
  
humans.	
  What	
  we	
  say	
  and	
  how	
  we	
  say	
  it	
  
...
FIDUCIARY
At	
  no	
  addi;onal	
  cost	
  to	
  youFree
Based	
  on	
  Financial	
  Engines	
  and	
  Aon	
  HewiE	
  joint	
  study:	
  Help	
  
in	
   Defined	
   Contribu;on	
 ...
www.flickr.com/photos/riddian
Cold	
  
ScruAnized	
  
Difficult
NOW	
  WHAT?
1.	
  Develop	
  a	
  good	
  relaAonship	
  with	
  your	
  legal	
  team
2.	
  Show	
  off	
  your	
  strengths
3.	
  Loo...
1.	
  Develop	
  a	
  good	
  relaAonship	
  with	
  your	
  legal	
  team
2.	
  Show	
  off	
  your	
  strengths
3.	
  Loo...
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	
  
r...
“It’s	
  like	
  jazz.	
  Music	
  operates	
  within	
  a	
  set	
  of	
  
strict	
  rules.	
  It’s	
  the	
  job	
  of	
...
1.	
  Develop	
  a	
  good	
  relaAonship	
  with	
  your	
  legal	
  team
2.	
  Show	
  off	
  your	
  strengths
3.	
  Loo...
1.	
  Develop	
  a	
  good	
  relaAonship	
  with	
  your	
  legal	
  team
2.	
  Show	
  off	
  your	
  strengths
3.	
  Loo...
FIDUCIARY
1.	
  Develop	
  a	
  good	
  relaAonship	
  with	
  your	
  legal	
  team
2.	
  Show	
  off	
  your	
  strengths
3.	
  Loo...
1.	
  Develop	
  a	
  good	
  relaAonship	
  with	
  your	
  legal	
  team
2.	
  Show	
  off	
  your	
  strengths
3.	
  Loo...
“Say	
  more	
  about	
  that.”	
  
“I’m	
  not	
  sure	
  what	
  you	
  mean.”	
  
“Can	
  you	
  describe	
  that	
  in...
Maximize	
  
Robust	
  
Engage	
  
Leverage	
  
OpAmize
Simply
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
 All	
  images	
  my	
  own	
  or	
  All	
  Rights	
  Reserved	
  property	
  of	
  Financial	
  
Engines,	
  unless	
  li...
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
Being Human: Even When it's Difficult
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Being Human: Even When it's Difficult

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When your content is complicated (think financial services, healthcare, etc.), it's hard to be human. But that's when it's most important. Here's how you can maintain your humanity in the face of obstacles.

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Being Human: Even When it's Difficult

  1. 1. Being  Human  
 (Even  When  it’s  Difficult)
  2. 2. Hello.   ! Keri  Maijala    |    @clamhead
  3. 3. www.flickr.com/photos/riddian
  4. 4. www.flickr.com/photos/riddian
  5. 5. www.flickr.com/photos/riddian
  6. 6. www.flickr.com/photos/riddian#NOTKIDDING
  7. 7. www.flickr.com/photos/riddian
  8. 8. www.flickr.com/photos/riddian
  9. 9. Record-­‐keepers   ShorAng   Asset  allocaAon   DerivaAves   Market  neutral   Defensive  shares   Liability  matching   Index-­‐linked  bonds  
  10. 10. Anxiety   Guilt   DestrucAon
  11. 11. Relatable   Understandable   Human
  12. 12. “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”
  13. 13. FIDUCIARY
  14. 14. At  no  addi;onal  cost  to  youFree
  15. 15. 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   Recent  studies  have  found  that  people  who   get  help  do  beNer.
  16. 16. www.flickr.com/photos/riddian
  17. 17. Cold   ScruAnized   Difficult
  18. 18. NOW  WHAT?
  19. 19. 1.  Develop  a  good  relaAonship  with  your  legal  team 2.  Show  off  your  strengths 3.  Look  for  “educaAonal  moments” 4.  Distribute  decisions
  20. 20. 1.  Develop  a  good  relaAonship  with  your  legal  team 2.  Show  off  your  strengths 3.  Look  for  “educaAonal  moments” 4.  Distribute  decisions
  21. 21. Here’s  what  you  can  do
  22. 22. 1.  Use  the  legal  style  guide
  23. 23. 2.  Understand  how  your  company   is  different  than  other  companies
  24. 24. 3.  Copyedit.  Proofread.
  25. 25. 4.  Give  them  advanced  warning
  26. 26. 5.  Use  the  process
  27. 27. 6.  Don’t  go  around  them
  28. 28. 7.  Be  their  advocate
  29. 29. Last  week…
  30. 30. “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
  31. 31. “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
  32. 32. 1.  Develop  a  good  relaAonship  with  your  legal  team 2.  Show  off  your  strengths 3.  Look  for  “educaAonal  moments” 4.  Distribute  decisions
  33. 33. 1.  Develop  a  good  relaAonship  with  your  legal  team 2.  Show  off  your  strengths 3.  Look  for  “educaAonal  moments” 4.  Distribute  decisions
  34. 34. FIDUCIARY
  35. 35. 1.  Develop  a  good  relaAonship  with  your  legal  team 2.  Show  off  your  strengths 3.  Look  for  “educaAonal  moments” 4.  Distribute  decisions
  36. 36. 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
  37. 37. “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?”
  38. 38. Maximize   Robust   Engage   Leverage   OpAmize Simply
  39. 39. EVERYTHING   KATE  KIEFER  LEE   SAID  YESTERDAY
  40. 40. So.
  41. 41. “Everything  that’s   difficult  you  should  be   able  to  laugh  about.”   Louis  CK
  42. 42. Thank  you. Keri Maijala | @clamhead
  43. 43.  All  images  my  own  or  All  Rights  Reserved  property  of  Financial   Engines,  unless  listed  below.  All  other  product  logos  and   celebrity  images  are  used  under  Fair  Use  guidelines. 401kcalculator.org thegoldguys.blogspot.com

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