Career Grounded? Lift Off with these Career

Catalyzing Strategies

Andrea Best, Stock & Option Solutions Jennifer Namazi, CEP, NASPP Heather Royce, CEP, Priceline Group Barbara Waters, CEP, Aetna

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Brand “You”

Growing “You”

“You” on the Move

Take-aways

Agenda

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BRAND “YOU”

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Do you have a brand? Poll

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“You too are a brand. Whether you know it or not. Whether you like it or not”

–-Marc Eckō

Source: Unlabel: Selling You Without Selling Out, 2015

Your Brand

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Raise your visibility

Develop your authentic leadership philosophy

Build your network to increase opportunities

Find a better job

Increase your earning potential

Get a seat a the table

Win more clients to increase company sales and personal earnings

Create online communities to expand your reach

Secure better clients, true believers in your value who are happy to pay for it

Hot markets can cool, rise to the top in a down market

Why Your Brand Matters

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Take a personal inventory – What excites you? – For what are you known? – For what do you want to be know? – Do you thrive when challenged? – Prefer stability over change?

Ask a trusted colleague or friend – We all have blind spots – Consider an outsider’s view of you

Assessing Your Strengths and Passions

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Assess your weaknesses – What are some things you avoid? – What are some areas for growth? – What challenges have you been facing in the

past year?

Ask a trusted colleague or friend – Be open to honest feedback

Create a growth plan – Envision the YOU you want to be – Become that YOU – Follow your excitement – Take action

Identifying Weaknesses as Opportunities

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Branding by association is the process of strategically positioning yourself through relationships with well-known and highly successful experts or brands. And, the really good news is that you do not have to personally know the expert to enact this strategy. Article Source: http://EzineArticles.com/2175039

Brand by Association

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Brand by Association – Guessing Game Popular Industry Brands…to name a few

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Establish your own personal brand – Will people recognize your name when they receive an email from you?

Identify other people whose brand you’d benefit from by association – Who in our industry has a strong brand that you’d like to be connected with?

Reach out proactively, and deliver value first (don’t just ask to associate)

Ask for an endorsement – In our industry, asking for an endorsement may be in the form of working on

something together – a speaking panel? A volunteer project?

Leverage association opportunities to continue to build your brand

Brand by Association

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Consider becoming an expert

Toot your own horn

Recognize others for their contributions

Be a good partner

Leverage social media

Get out and network

Become a servant leader

Grow brand awareness

Building Your Brand

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What is your brand and/or

for what do you want to be

know?

Group Discussion

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GROWING “YOU”

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Becoming an Expert Get Certified:

– CEP

What is your area of expertise: – Determine where your strength is – Focus on a specific area

Study, Practice, Present: – Write articles for professional publications

Stay Current: – Continuing Ed – Regulations

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WHY: – Continuing education is a way for professionals to

keep current in their fields – Constantly changing regulations – Networking – Becoming an Expert

HOW: – Volunteer for CEPI – Attending Local NASPP & GEO Chapter Meetings – Webinars

SOS, NASPP, NCEO, GEO – myStockOptions.com courses

Continuing Education

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Own It: – Determine your expertise and own it

Declare It: – Whatever it is, speaking it is the first step. Put it on your business card, your

website, and your official bio.

Share It: – Via a blog, a podcast, a speech, an online course, coaching, consulting, etc.

Offer your expertise up for the benefit of others.

Prove It: – the proof of your expertise in in helping others achieve the results they want

to achieve. Ask for endorsements.

Becoming Known as an Expert

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Be Active: – Use LinkedIn for articles and blogs – Be active in Industry Organizations NASPP (Local & National) CEP

Volunteer: – CEP – Surveys

Becoming Known as an Expert

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What is a thought leader?

Why is thought leadership important? – 93% of Millennials have made

purchases based upon a recommendation from family and/or friends.*

– 89% of Millennials trust the recommendations of friends and family over brands themselves.*

Thought Leadership

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Greenleaf’s Unique Philosophical Tenets – Standards of personal morality and integrity that encourage accountability at all levels – Focus on serving follower’s best interests, not merely the interests of an organization – Concern for the success of all stakeholders (customers, employees, partners,

communities, and society as a whole) – Self reflection to counteract leadership pitfalls

Dirk van Dierendonck’s six characteristics of a servant-leader – Empowering and developing people – Humility – Authenticity – Interpersonal acceptance – Providing direction – Stewardship

Servant Leadership

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Take advantage of social media & LinkedIn

Do a favor for someone in your network every week – Could you be a “go to” to answer a question? – Can you offer help to someone?

Check out a major industry event – Access to more people, particularly those outside your geographic area

Make connections in advance of industry events – Some events help facilitate this through event app

Make helpful introductions – Keeping in contact with your network can be as simple as helping facilitate

other connections Source: https://www.inc.com/young-entrepreneur-council/too-busy-to-network-make-time-with-these-15-tips.html

Networking and Conferences - Hacks for Busy People

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Customize for specific occasions

Dig deeper than company name and job title

Share both current and desired positions, if looking

Share your WHY!

Practice delivery

Elevator Pitch

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A sense of contribution to the industry

Access to information and learning

A network of like-minded individuals

Acquire diverse skills or knowledge base – ones that may not be available in current role.

“But I don’t have time to volunteer…”

Volunteers report having greater control over their lives, higher instances of mastery and better detachment.*

*Source: https://www.forbes/com/sites/adigaskell/2016/03/16/team-london-highlight-the-value-of-volunteering/

Volunteering

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“YOU” ON THE MOVE

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How many of you feel you have room for growth/opportunity in your company?

Poll

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What are the obstacles and opportunities in your

position/department/company?

Group Discussion

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Skips excuses

Embodies a champion’s mindset (belief that winning is inevitable)

Self discipline

Integrity

Demonstrates ability to think ahead, anticipate and act

Sets stretch goals and adopts high standards for themselves

Works collaboratively

Embraces change

Becoming that person the organization just can’t let go *https://www.forbes.com/sites/theyec/2014/03/21/the-five-characteristics-of-an-a-player/

Traits of an “A” Player*

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See the big picture

Be a trusted advisor

Become solutions focused

Work to help others achieve their goals

Blend confidence with humility

Define what success looks like

Drive towards measurable results

Growing Your Influence

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Have a strong business case – What's in it for them – Relate to the Firm’s Goals & Objectives

Show Benefits – Demonstrate how the approach will help the organization and the kind of

benefits you can obtain

Explain how to ensure success – Understand the concepts, then you have the knowledge to explain how it can

benefit the company and how to set up for success

Understand what motivates management – If you understand the motivations of your management team then you will

know what buttons to press to get the concepts accepted

Getting Management’s Support

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Career Paths in Equity Compensation

Equity Compensation

Issuing Company

Consulting

Service Provider

Broker

Legal, Accounting

Services

Industry

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Career Paths in Equity Compensation

Industry Consulting Issuer Consulting English Professor Staffing/HR

Issuer Consulting Service Provider

Financial Services

Issuer Consulting Service Provider

Financial Services

Barbara

Heather

Jenn Andrea

There’s no one “right” road to take. Choose the path that works best for you!

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Wowing From Day One

Ask Questions

Be Confident

Show Results

Meet (or exceed) Deadlines

Streamline Processes

Reduce Costs

Document Everything

Volunteer for additional assignments/projects

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Add value beyond your job description – Find ways to deploy all of your skills and strengths, even if outside of your scope – If you see something that needs doing…..just do it! (Credit to Nike!)

Grab an oven mitt and catch that hot potato! – Take on projects/tasks that no one else wants to touch – Help others digest difficult concepts – Builds political capital and personal brand

Overperform – Promise to meet expectations then deliver more – Make it your job to make your boss’ job easier

Ask for help when you need it – From your network, your team, colleagues, etc.

Career Advancement Hacks

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Creating your dream role – Self reflection: What do you want to do more of/less of? Are there people

whose jobs (or aspects of their jobs) you would like to have? – Can you picture it within your current company? Is it external? – Work your network (internal/external), put the word out – Be open to taking interim steps or making lateral moves to get there

Asking for a promotion – Build an irrefutable business case and socialize it with a few trusted advisors

in your network – Set up a meeting (get the timing right!) with your manager, tee up the

conversation in advance to avoid blindsiding, meet and ask* – If you do not get it, understand why and try to work with your manager to

come up with tangible action plan for getting there – *And don’t forget to include compensation expectations in your discussions!

Ideas for Blasting Off…

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Make a smooth and professional transition out – remember that your employer today could be your client or service provider tomorrow

Wrap up what you can and hand over unfinished projects with clear documentation and suggestions

Connect with key contacts before you go, commit to staying in touch then actually do it!

It’s not you, it’s me! Moving on with grace…

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Takeaways for a Smooth Ride

1. Own your brand 2. Actively engage 3. Believe in yourself 4. Share your knowledge 5. Know your worth 6. Build bridges 7. Keep learning 8. Do what you love!