Be Your Best Self Monthly: Establishing Core Values for Your Organization
Name:
Be Your Best Self Monthly: Establishing Core Values for Your Organization
Date:
May 16, 2023
Time:
4:00 PM - 5:00 PM EDT
Website:
http://gerberclarity.com/home
Registration:
Register Now
Event Description:
Core Values are the principles that guide your business and culture. They show your clients who you are and help your team work together towards the same goal. Establishing the right core values for your organization is the first step in building your business for success. Join Jason Fain from Gerber, LLC for an interactive workshop to establish your core values and understand what really makes your business unique!
Key Takeaways:
The parking lot is being repaved. Guests will need to park at an alternate location. There is a garage located on Convention Center Drive or street parking.
About Jason
WITH OVER A DECADE OF EXPERIENCE IN THE FINANCIAL INDUSTRY, JASON IS PASSIONATE ABOUT HELPING FIRST-GENERATION ENTREPRENEURS INTEGRATE THEIR BUSINESS AND PERSONAL GOALS.
As Advisor, Jason enjoys interacting with clients - who he considers to be some of the most creative and successful people in Columbus - to manage their overall experience, relationships, and outcomes for their business and life.
Jason joined the Gerber team because he was intrigued by the firm's unique role in the advisory world, and was excited for the opportunity to help first-generation entrepreneurs succeed in business.
Advising and consulting are skills he has refined after working the last decade for two of the most well-respected institutional asset managers in the industry. From 2011-2020, he served as the Vice President of the Mutual Fund Distribution for American Century Investments and Transamerica Capital. In his role, he partnered with premier Financial Advisory firms and their clients to provide guidance on portfolio construction and investment selection. Simplifying the complex situations that are common in sizable investment strategies in one of the places Jason specializes. His experience with some of the largest private wealth advisors, their clients, and their business's retirement plans is the collective experience Jason brings to Gerber.
Jason is originally from the Gulf Coast of Mississippi, and started his career in Kansas City, MO where he lived for 10 years. A work relocation landed him in Columbus seven years ago, where he instantly felt at home. He loves how open and welcoming the city is to everyone, especially new business owners. He experienced this first-hand when his sister-in-law started a Columbus-based business and the business community rallied around her. He appreciates how quickly Columbus businesses and neighborhoods are growing and thriving.
In his spare time, Jason lives life to the fullest with his wife Jenny, family, friends, and a variety of hobbies. No matter what the season, you can find him enjoying activities like golfing, snowboarding, backpacking, or riding motorcycles. A foodie at heart, he likes to cook, appreciates great food, and enjoys a Michelin Starred experience or a meal prepared by a James Beard winning chef.
Key Takeaways:
- Create core values that can be used to attract the right people on your team
- Understand the impact of carefully crafted core values and integrating them in your business
The parking lot is being repaved. Guests will need to park at an alternate location. There is a garage located on Convention Center Drive or street parking.
About Jason
WITH OVER A DECADE OF EXPERIENCE IN THE FINANCIAL INDUSTRY, JASON IS PASSIONATE ABOUT HELPING FIRST-GENERATION ENTREPRENEURS INTEGRATE THEIR BUSINESS AND PERSONAL GOALS.
As Advisor, Jason enjoys interacting with clients - who he considers to be some of the most creative and successful people in Columbus - to manage their overall experience, relationships, and outcomes for their business and life.
Jason joined the Gerber team because he was intrigued by the firm's unique role in the advisory world, and was excited for the opportunity to help first-generation entrepreneurs succeed in business.
Advising and consulting are skills he has refined after working the last decade for two of the most well-respected institutional asset managers in the industry. From 2011-2020, he served as the Vice President of the Mutual Fund Distribution for American Century Investments and Transamerica Capital. In his role, he partnered with premier Financial Advisory firms and their clients to provide guidance on portfolio construction and investment selection. Simplifying the complex situations that are common in sizable investment strategies in one of the places Jason specializes. His experience with some of the largest private wealth advisors, their clients, and their business's retirement plans is the collective experience Jason brings to Gerber.
Jason is originally from the Gulf Coast of Mississippi, and started his career in Kansas City, MO where he lived for 10 years. A work relocation landed him in Columbus seven years ago, where he instantly felt at home. He loves how open and welcoming the city is to everyone, especially new business owners. He experienced this first-hand when his sister-in-law started a Columbus-based business and the business community rallied around her. He appreciates how quickly Columbus businesses and neighborhoods are growing and thriving.
In his spare time, Jason lives life to the fullest with his wife Jenny, family, friends, and a variety of hobbies. No matter what the season, you can find him enjoying activities like golfing, snowboarding, backpacking, or riding motorcycles. A foodie at heart, he likes to cook, appreciates great food, and enjoys a Michelin Starred experience or a meal prepared by a James Beard winning chef.
