Jennifer Pearson, Vice President of Clearview Advisory, joins Ross to discuss what is happening at Clearview Advisory. How did the firm pivot to adjust to COVID-required virtual presentations and client meetings? (it was not seamless!) How much virtual business does Jennifer think is going to “stick” after the pandemic is over? Learn about the formal process Clearview team members use to set firm level quarterly goals, how they overcame initial resistance to the process and why three years into using the process the entire team loves and embraces it. Jennifer is also passionate about another process her firm uses for marketing. Why does she love Don Miller’s Storybrand marketing and branding process? Jennifer describes herself as an “integrator”. How do integrators and visionaries work together to create high performing teams, and what is the one thing all visionaries must do to keep all their ideas organized and prioritized? Do not miss this episode, it is absolutely packed with actionable ideas!

Resources:

• Clearview Advisory
• Book: Traction by Gino Wickman
• Storybrand