your ultimate Slack #channel guide.
#campfire
This is our home.
Pull up a chair and hang by the fire!
This is where we can riff on things we have on our minds, offer thoughts and ideas, wins, link to resources, internal announcements, hilarious banger .GIFs, Fed jokes, reminders, share stories and positive energy.
#success
The culture and tone of an organization is built around what that organization decides to celebrate.
What are you proud of?
We cheer each other on.
Family vacation pics, late morning coffee pics, 5-day weekend pics, fun personal announcements: this is the stuff we celebrate.
These are the big wins.
#operations
Do you have an operational ‘how to’ question? I bet some of us might be having the same question. Or maybe we haven’t even thought to ask that question yet. This is a great place to publicly ask an operational or process question so that others can learn something new.
Where’s that “New Client Checklist” link?
How do we send a secure upload link through Box?
How do we submit for a new Outside Business Activity approval?
What’s great about this is that Slack has a very robust search algorithm so this channel can evolve into more of a Wiki. Over time, we can do a keyword search to see if that question has already come up.
If not, then we know to ask.
#investors-corner
This is our space to bounce specific investment ideas around.
Hey, what are y’all thoughts on this new ETF?
Why are directly sold REITs so horrible? or why not?
Where can I find info on our Core Portfolios?
How do I analyze a client statement from another firm?
Can we chat about rebalancing?
#growing-together
What’s working for you? Want help with accountability?
Let’s share specific and tactical actions that promote growth, professional as well as personal.
It’s not about quotas, we grow because we want to help others. This is about being positive and helpful.
What are the activities within our control? How can we spread our reach so that more people can benefit? Let’s cheer each other on!
#social
Did you post some new content? Please let us all know! Don’t be shy. We wanna go give it some internet love!
Twitter, LinkedIn, IG, YouTube: whatever energy you’re putting into the world still has to get through one more gatekeeper, the algorithm.
Just a few extra likes and comments go a long way in hitting more newsfeeds.
That’s what core is all about, we're here for each other.
#branding
Have an idea for some content that you’d like to bounce around? This is a perfect place to share ideas and let some creative energy emerge.
Share cool topics, example resources, interesting third-party pieces for inspiration.
Infographics, videos, audio: It’s all good, let’s share what we’re working on.
What’s working? What’s not? How can we inspire each other?
#financial-planning
This channel can be a major source of collaborative learning. One question or scenario, through the power of conversation, can help several of us learn something new.
We can all help each other with things like:
financial planning questions, topics, and ideas
client scenario type questions
estate planning and insurance questions
Important reminder not to use client identifying information, scenarios are cool though.