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David S. Pottruck and Terry Pearce

CLICKS AND MORTAR

Merge digital innovation with traditional business values
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Master financial strategies from the world's leading business books!
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What's You Learn?
Merge physical and digital channels for unstoppable competitive advantage – Clicks and Mortar by Pottruck and Pearce masters integration. This comprehensive channel integration summary and synergy strategies include: • Convergence Architecture - Design seamless customer experiences across touchpoints • Channel Conflict Resolution - Transform competition into complementary strength • Cultural Bridge Building - Unite digital natives with traditional teams • Value Multiplication Formula - Make 2+2=5 through proper integration What most summaries miss: Their "Channel Harmony Model" shows how to make online and offline reinforce rather than cannibalize. Begin Click.Apply.Grow™ convergence: Map customer journeys across channels. Identify three friction points. Fix one weekly. Companies mastering clicks-and-mortar integration achieve 45% higher customer lifetime value than single-channel competitors. Bricks provide trust. Clicks provide scale.

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About the Author

David S. Pottruck and Terry Pearce are leadership transformation experts who empower executives to lead with authenticity, courage, and purpose in moments of profound change.

David is the former CEO of Charles Schwab, where he scaled the company from $400 million to over $5 billion in revenue. Terry is a renowned communication coach to Fortune 500 executives and a lecturer at Berkeley Haas. Together, their work in “Clicks and Mortar” and “Leading Out Loud” has reshaped how organizations embrace digital transformation and inspire trust from the inside out.

What sets David and Terry apart: They teach leaders to become messengers of meaning—not just managers of metrics.

Clients using their purpose-driven leadership frameworks report higher employee alignment, stronger cultural resilience, and 3–4x improved change adoption rates.

The trusted advisors who prepare leaders to face the future by first facing themselves.

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