Robert Popazzi

Managing Partner, Clearview Partners

Here to Accelerate Your Success!

 

I am excited to be joining Clearview Partners as a Principal. Jim and I have known each other for many years, and it is an honor to be working more closely with him. 

 

The insurance and financial services industry is in a period of massive transformation, and the winning firms will be those that can see the opportunities clearly and go after them. Our team of partners stands ready to help those that want to win!

My skills and talents are different than Jim's. As a young adult, I saw the value that insurance could bring to people through my father's near-fatal crash. Over the last three decades, I have built my experiences up from a field role as an agent to several regional and national assignments, such as leading large-scale transformation initiatives. I understand deeply the various distribution models in place in North America, Europe, and Asia, and I know how they need to transform for the next generation of consumers.

 

My passions include leadership development, coaching, and speaking. These are areas where Jim and I are committed to constantly bringing our clients new insights and perspectives. 

 

We are committed to being Partners in Transformation.

 

 

Expertise: Learning & Development | Leadership | Strategy |

Coaching | Financial Services Distribution | Innovation |
Sales Growth | Talent Management & Engagement

 

NEWS RELEASE: Clearview Partners llc appoints new principal and managing partner

 

Chestnut Hill, MA and Waterloo, ON, April 5, 2021 — Clearview Partners LLC is pleased to announce the appointment of Robert Popazzi as a Principal and Managing Partner, effective immediately.
 

“Rob is a proven leader with deep industry skills and experience. His vision for accelerated growth within the financial services industry is perfectly aligned with our mission to be a Partner in Transformation,” said Jim Kerley, Founder and Principal, Clearview Partners. “He brings extensive knowledge of the North American and European financial services industries and their challenges.”


Kerley added, “Our industry continues to transform itself, and now it is entering a new phase of fundamental restructuring. Companies must act decisively to stay ahead and gain market share. Clearview Partners uses a multi-disciplinary approach, including strategy, operations, customer experience, product, people, and distribution. We bring the expertise needed at the right time, with the right level of urgency.”


This is an exciting time for Clearview Partners as it builds to meet the demands of the post-pandemic transformation. Its network of innovators, insurance experts, and industry disruptors allow clients to meet their goals more quickly and effectively. In this regard, Kerley noted, “Adding Rob in this new role exponentially strengthens our ability to effectively consult with and guide our global client base.”


Popazzi is a veteran of the insurance industry. His experience includes leading large-scale transformation programs from ideation through execution. Starting his career as an agent with MetLife, he advanced from field leadership roles to key head office assignments with Sun Life. Popazzi holds CLU and CHS designations and is the Past President of GAMA International, Canada. He is a Certified Facilitator of the Leadership Challenge and Leadership Practices Inventory, and he continues to mentor and coach sales leaders and executives across Canada.


For more information, please contact:
Wendy Weston, Communications Director
wweston@clearviewpartnersusa.com
www.clearviewpartnersusa.com
 

ROBERT POPAZZI

Projects and Programs

  • National Re-Tooling of Recruitment, Selection, and Onboarding of Advisors and Managers
     

  • Leadership Development Programs, Schools, and Study Groups Built for Major Canadian Financial Services Company
     

  • Salesforce.com Program: Business Lead for the Design, Build, Data Conversion, and Implementation
     

  • Large-Scale Advisor Transformation Programs for Canadian and European Financial Services Companies
     

  • Distribution Model Evolution: Led Several Cross-Functional Teams in a Complete Overhaul of a Financial Services Company's Distribution Model

Testimonials

Testimonials to come -- please check back later.