What Kind of Leadership is Needed Now?
Mar28

What Kind of Leadership is Needed Now?

This is not the time to be a reluctant, faint-hearted leader. I say this as I talk with my family – there are 4 business owners among us. Able, willing leadership shouldn’t subside during a crisis…in fact it’s during those times that it’s needed more than ever. Additionally, it’s during times of crisis, extreme change or a major disruption when personal leadership strengths and weaknesses are exposed and amplified….and unfortunately… those personal conditions spill over onto those you lead and the areas of responsibility within the business or organization. So, where are you? I know when I use the word leader – particular executive leader – it applies to a variety of contexts – size of company, department or team, public/private sector, owner or not. No matter where you fall, now’s a good time to take stock and while doing so, see it as an opportunity to exercise your leadership muscles – to become better and stronger. It’s probably safe to say – people are counting on you. They need you to “be the leader” – in fact, be an effective leader. The really good news is no matter your level or scope of responsibility, being an effective leader is consistent in its core principles and practices no matter the situation. That means for many companies, leaders who need to lead virtually as well as leading in person, times of surety and times of uncertainty – they all still require the same core leadership elements. So, what kind of leadership […]

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Our 10 Tips to Have Productive and Engaging Virtual Meetings
Mar28

Our 10 Tips to Have Productive and Engaging Virtual Meetings

With everything that is happening around the world, teams now face the challenge of doing most of their work virtually. Although some will do this effortlessly, it will take more learning for others. As The Liberators, we collaborate with people from all over the world. Virtual meetings are an essential platform for this. Over the years, we’ve developed and learned a lot of practices that may be beneficial to your own adventures with virtual collaboration. In this post, we share our tips for making virtual meetings a useful, productive and engaging experience. We owe a lot to the people we’ve worked with over the years and who inspired us, like Fisher Qua, Anna Jackson, Karen Dawson, and Julie Huffaker. 1. Start with a personal connection In order to have an effective meeting, it’s important to first create personal connections. Even when people are already familiar with each other, it helps to build safety and personal connection with the other participants. This is even more important in virtual calls, where other participants are pixels on a screen. In this call with 4 participants, we asked everyone to google the cover of a book they’re currently reading, and paste it into a shared Google Presentation. We then gave everyone 1 minute to talk about what they liked about that book. It took 10 minutes. As a rule, we always start any virtual interaction with an opportunity to make a personal connection. Over the years, we’ve accumulated several nice ways to do this. […]

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Here’s What We’ve Learned From Our First 2 Weeks Working From Home
Mar28

Here’s What We’ve Learned From Our First 2 Weeks Working From Home

These are unprecedented times, but amongst the uncertainty, there’s one silver lining: We’re all in this together. Like many businesses across the globe, ClearCompany has sent our team home to work from a safe distance. The transition from a shared office to an at-home workspace isn’t always easy, but we’re discovering new ways to make it better every day. We’ve asked our colleagues and coworkers to share ways they found success while working and managing remotely. On March 6th, ClearCompany started a strategic exercise to understand what all of our teams nationwide would need, should we need to all work remotely at the same time. We all committed to 6 business days working from home, with the option to come into an office should there be something we could not complete from home (if you are interested in the framework that we used to make that decision, you can find it here). Our employees worked out any kinks in that week, and have remained remote ever since. At this point, many of us feel like old pros at business continuity and remote. In fact, in the last two weeks alone, we’ve: · Sent 97,287 Slacks (up by 50% per day) · Conducted 1,371 Zoom meetings including 6,761 participants · Onboarded new hires completely remotely – way to go HR team! · Shared 46 new employee (dog) photos on our Slack #doggos channel · Shared more new recipes than we know what to do with Here’s what else the ClearCompany team […]

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How to Build Trust and Community While Working Remotely
Mar28

How to Build Trust and Community While Working Remotely

While there is no business as usual this week, and as we all settle in to a new normal, transitioning into yet-to-be-discovered best practices can be a quite difficult. And for many of us working remotely for the first time, perhaps with kids and significant others, working from home can be awkward, clunky, and a new experience that everyone needs to get used to. What must remain constant whether we’re at the home or in the office is a sense of community, trust, belonging, and psychological safety amongst our teams. If we feel isolated, overwhelmed, and not supported, not only will we not be able to contribute, but our ability to remain healthy and positive in these trying times may be compromised as well. As a result, I’m suggesting that we try a new meeting practice at the start of each day. Try this out: At the start of each workday, consider a virtual meeting with everyone on the team. Having everyone on the call face-to-face via video conferencing enables us to connect, check in, and assess the day ahead together. During this 5-10 minute call, consider asking these three key questions: Recommended For You Webcast, March 31st: A Proven Framework to Turn Users into Customers Register Now 1. What should we start doing? A few days into working remotely, someone from the team may have observed or experienced something that really works for them and might work for the rest of the team, too. If there is an opportunity […]

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How Fintech is Shaping the Future of Wealth Management
Mar28

How Fintech is Shaping the Future of Wealth Management

The wealth management industry can no longer ignore the rise of fintech. Investors have pumped more than $100 billion into the fintech market since 2010—including $6 billion in the first quarter of 2019. Those investments are going toward things like robo-advisors and investment apps that help Millennials streamline their personal investments.I first noticed the fintech trend about a decade ago. Now, I can see that fintech is shaping the future of wealth management. I needed a better way to manage my budget, so I created a few Excel macros and thought I had the seed of a startup idea. I showed my work to a friend who promptly asked whether I’d heard of Mint.com. After spending some time exploring the then-nascent financial management app, I realized it did everything my macros did—and a lot more. Even at that early stage, the potential for disruption in wealth management was obvious. Mint and other pioneering fintech apps showed that the value of these technologies lies in their abilities to make something confusing relatively user-friendly for the first time. That’s not surprising considering the fintech industry first gained traction in the wake of the global financial meltdown—a time when confidence in banks and financial institutions plummeted. When robo-advisors first introduced consumers to friendly interfaces and accessible tools, they quickly demonstrated the value of a tech-driven approach. Users might have been the first ones to realize this, but the industry now also understands it. The Future of Wealth Management Up until a decade ago, […]

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Embracing Change Amid Uncertainty
Mar28

Embracing Change Amid Uncertainty

During so much uncertainty and disruption in these unprecedented times, walking into the unknown can feel daunting. As leaders, we are shouldered with the role of anchoring our employees and organizations. We do our best to show up for them, offer direction and make decisions for moving forward, despite our own concerns and feelings of uncertainty. But leadership is about influencing and creating a better future. We have to practice active hope by becoming active participants in bringing about what we hope for – even when there is a large gap between our reality and desired future. We can take steps to move ourselves, our employees and our businesses in that direction by following nature’s examples of adaptation. Take it from the sun We see the sun as a constant – always rising, never changing. And yet the sun rises and sets at different times, and in a different position, each day. Businesses, too, often choose to function under the comforting illusion that they are static – that change is not normal or welcomed by the organization or its employees. Adaptive capacity, then, becomes a real challenge because change is a fact of life. Nature (and the sun) accept this truth. The shifting of how much daylight we have, or the position of the sun, is unremarkable. The sun doesn’t worry if changing position will create a problem for its identity or brand. Denying the reality of circumstances and being reluctant to change can paralyze leaders in uncertain times. By […]

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