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    Business

    On the Brink with Andi Simon

    Are you navigating change—personally or professionally? On the Brink is your space for discovering new ways to see, feel, and think about your business, your work, and your life. Host Andi Simon, award-winning author, corporate anthropologist, and change expert, brings you inspiring conversations with entrepreneurs, innovators, and thought leaders who are reimagining what’s possible.

    Explore how purpose, reinvention, and a human-centered approach can guide you through transitions and help you thrive.

    New episodes weekly.

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    Latest Episodes:
    Panos Manias—A Moment To Remember How The Kindness Of People Can Save Our Lives Feb 14, 2024
    Show notes

    Hear this incredible story of steadfast bravery and human kindness I am truly honored to bring to you today a very special guest, Panos Manias. A self-made entrepreneur who started his own industrial company in aluminium packaging materials, Panos is an inspirational and visionary businessman. But what we focus on in our interview is his personal story of how kindness and moral obligation saved lives during The Holocaust, and possibly can change the world today. You will feel uplifted and deeply moved, I know I was. Watch and listen to our conversation here More stories of courage and human kindness: Blog: You Can Find Joy And Happiness In Turbulent Times! Podcast: Rebecca Morrison—Women, Are You Ready To Find Your Happiness? Is It All Around You? Podcast: Patrik Birkhane—Helping Us Live Healthier, Happier And More Peaceful Lives Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights Our new book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored by Edie Fraser, Robyn Freedman Spizman and Andi Simon, PhD Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. I'm Andi Simon, and as you know, I'm your host and your guide. And my job is to help you get off the brink, to understand things and see them through a fresh lens. I'm a corporate anthropologist, and I'd love to share with you information from different cultures and times that will help you put into perspective your own situation today, and how to make sense out of it and understand it better. So I'm really honored today to have Mr. Panos Manias with me. Panos is in Greece. He's in Athens. He was introduced to me by a wonderful woman here in New York who wanted me to share his story. Now, Panos's story is set back in the period when the Germans came into Thessalonica and really took over the city. And so I'd like him to begin to understand how to share that with you so that it is held in posterity so we don't lose the story, and that the wonderful actions that he and his family took then are preserved. So let me tell you about Panos. Panos Manias was born in 1934. He was one of five children. He's married now and has two wonderful children and four grandchildren. He holds a bachelor's degree in business, economics and international commerce from the Athens University of Economics and Business. He's a self-made entrepreneur who started his own industrial company in aluminum packaging material in 1965. It's now managed by his two children. Panos, in his professional career, has spanned more than a half a century, and he's proved to be an inspirational and visionary entrepreneur. His personal and business integrity, together with his determination on focusing on personal relationships, has been passed to the next generation of aluminum and continue to be the key drivers of the company's success. Now, Panos is an amazing man, and I know he wants to tell you about the situations when the Germans came into Thessalonica, but what I'd like him to do is begin with his own journey. Tell us about yourself. How did you develop as an entrepreneur? Panos, give us some context to understand your own personal journey here. Can you do that, sir, please? Panos Manias: Yeah. All right. Well, after finishing the American Veterans College, which is an American school and one of the best in the country in Greece, in Athens. I started working for a big company specializing in aluminum. And slowly they appreciated the job I was doing. And they offered me to go into a joint venture with this big company, whom I will never forget, because they really gave me a very good chance in my life. So I started working for them and they appreciated what I was doing, and they offered me to go into a joint venture in aluminum products. And slowly but surely, it was expanding and expanding and expanding. And to make a long story short, after so many years, we are proud to say that we are a company which is 100% export oriented. We export everything all over the world and, thank God, both of my children, when they finished their studies in Greece and the United States, were both Brown University alumni. When they came back, I told them very openly and very clearly, now you are here, what do you want to do? It's up to you. You decide, and I will respect your decision. So they both said they want to continue working for me, I mean, for the company. And they said something which I will never forget. Listen, it's your decision. You are never going to tell me you are not happy. If you are not happy, tell me now. They both agreed. They followed my steps and I must say that they did much, much better than I did. And I'm very proud of it. The story we're talking about starts in and stays where we were living. Before the war, we had the building, we had the big three stories building on our own, and we were living there. And the time was during the German occupation. It was a very difficult life, was very, very difficult, because people were asking questions and this and that and my aunt and my uncle who were living in the cellar, they were partners with my father, who was in Athens. They had both a joint venture in the food industry. So one day he calls my father and he says in Salonika, there is a very good friend of the family, a Jewish family called Caruso. They were both living next to each other in a street in Salonika and were excellent friends together. They were not friends. They were brothers, although one was Jewish, neither was Christian. Every day they were going to meet together to discuss their problems, this and that. Before the war, everything was okay. And then when the German occupation started, everybody froze because they didn't know what would happen. And unluckily the Germans were trying to find out if there were Jewish people in every neighborhood. So one day they go to my father's, to my uncle's house, and they say that they would like to take it, not rent it. They wanted to have an officer living there, a German officer. They were frozen. So this is okay. And they didn't know what to do. So they decided to take the Jewish family in their own home, hide them in an attic, but nobody would see them in the morning. And that's okay. You can now have the home, the home which they knew was Jewish, but they left there. They're not here. I don't know where they are because they disappeared. And the Germans were living next to them. And it was very difficult. Very difficult thing to do. And my uncle wanted to take them out of Salonika again, because in Salonika it was terrible. The Germans were killing Jews by the thousands. It was a genocide. It was incredible. I have to say something. My uncle, my parents and my father, they were very good businessmen, but they were not, as today, educated and things like that. But they had a good straight mind. So he called my father from Thessaloniki, and he said to him, Listen, there is a family here, that we are brothers with them, father and mother and four siblings. So they said they made the plan. First of all, my uncle had very good connections with them. Then probably what they laughed at is the guerrillas who were fighting against the Germans, they issued for them fraud identity cards with the name Angelides. For Angelides, that was the name. And then he said he discussed it with the father and the family left and went to a fishing village very close to this island to hide themselves, waiting for a boat to take them to Athens. The boat was not arriving and not arriving, and the mayor of this small fishing town started asking questions. Who are they? What are they doing? Why are they here? Somebody told them that he was going to call the Germans, that there is a Jewish family living on this island. They were frozen to death. And then they left because the Germans said, if you don't give them up to us, we're going to burn the whole island. They were doing it. Burn the whole island. I'm sorry, village. So the mayor told them, Listen, the whole village is in your hands. So the fact that they said, no, forget it. We are leaving right away. And they left and went back to Thessaloniki. They decided to return to Athens for sure. Then you know, at that time there were no trains, there were just big old buses that were going from Salonika to Athens, which would take ten hours. And he decided after having the fake identity cards to put them on a bus and take them to Athens, where my father was living, my family, so that they would hide in Athens and nobody would know anything about it. My uncle insisted that he send them to go all together. Listen, he said it is a massacre. They killed Jews by the thousands. You must all go together. No, Mr. Carlson said, No, Mr. Manius. No. I'm going to stay here with my wife and the two children. And he sent the other two with a bus. He didn't take no for the reply. So my uncle said, okay, you want to do that? Do that. So with the fake IDs, they went to the bus station. They stayed in the third row and the fifth row, but far apart from each other, so that they wouldn't know that their brother and sister and they were going in Larissa, which is half way from Athens to Thessaloniki, the bus stop for the rest. And the driver, who was not a good man, understood that something was wrong with these children. I don't know how. He went and looked at them and said nothing, and he was going down to report it to the Germans. All of a sudden, and this is something which is unbelievable, one sturdy man, very big, with not a knife but with a stick, stood up and went to the driver and told him something in his ear. And the driver froze to death. And he didn't report to the Germans. He was going to tell the Germans they were Jewish and he would get money for it. So this was a big obstacle. Thank God they continued to Athens, where my family was living, and they were accepted by my family. And they stayed in our house. But, people there started talking. Who are they? What are they doing here and all that? And my father thought of something very smart. In order to have them do something, he said, Listen, I will give you money. You will buy olive oil, which was during the German occupation, it was more than gold. I will give you bottles of oil. You will stay and you will sell them for peanuts and get some money. Not only this, they will say he's a Greek doing some business to make some pocket money. And every day there was a Greek officer of the police passing by, and the guy in the garage gave him one bottle of oil free every day. Every day, every day, every day. After maybe one month, the other policeman got a little bit suspicious. And what is this? So they go and ask him, who are you? What's your name? His name was Angelita. They didn't believe him. Where are you coming from? Listen, I'll take you to the Gestapo and they will take care of you. He took them. He took the boy. And he was going to the Gestapo. And then he asked a policeman to take them to the Gestapo. And I don't know how this happened. The policeman was the same who was getting the oil for free. So he gave back the little boy and he let him free. And the boy asked him, what are you going to say? I said, I slipped and you ran away. So he was saved. He went back to our house where they were living. And then after that, I guess after that they started discussing who these are? Who is that? And my father went a little bit far away and rented a small apartment for them, and they were safe there because nobody knew them. And then they gave them the food and clothes and everything. And then the lady who owned the apartment started getting a little bit curious. Who are they? By that time, the German occupation was finished. The Germans left the country and they were freed.They came back home and they said, we want to go now to the Serengeti to find our parents because the parents were there. So they went to Salonika again and my uncle told them they had to tell them where their parents were. The parents with three other children were caught by the Germans, and they were put on the last train from Thessaloniki. Some years ago, we had a wonderful, very emotional meeting with the descendants of the Carrasco family in their house. That was maybe ten years ago. Maybe 15 years ago. They invited the whole Carrasco family and the whole Martinez family for dinner at their home, and we were about 35, 40 people. And I will never forget something that the old lady said. She said, of course she raised her glass to say hello to everybody and say, listen, Everybody listen. If there were not the Manias family, nobody would be here. Nobody. Both the Manias and the Carrasco, they would all be dead. This I will never forget. So you know, we tell you all that because I think I have a moral obligation. I think because I'm an old man now. I am 90 years old. And I think I have an obligation to the coming generations to hear this story, to have the same feelings. No matter if he's Jewish or Armenian or Hebrew, I don't care. Human beings. Human beings must behave like human beings. And I hope this is going to be a good heritage to the coming generations. That's why we tell you this story. Andi Simon: The reason this is so beautiful is because at times you worry that humans have forgotten how to be human, and the Manias and Carrasco families are a tribute to what the good in us can do, isn't it? If we can be kind, we can care, we can love each other, and we can help each other thrive. And it's a beautiful story. And Panos, your tribute to your family and to theirs and to everyone is absolutely exquisite. It's beautiful. Your English is very good too, sir. Panos Manias: Thank you very much. Thank you very much. Andi Simon: Would you like to say anything at the end here to your sons and daughters and their grandchildren and anything special you would like to end with? Because you've told a beautiful story. But I have a hunch in your heart you just want to hug everybody. Panos Manias: You mean to say something too. Andi Simon: Did you want to say something in the ending to your story. Panos Manias: Yes, yes. I just want to repeat that as human beings, we have the moral obligation to behave like human beings. And look at the people who are around us not according to the religion or the city, I don't care what they are. They are human beings. And we must behave like human beings. We must have the moral that God, Almighty God, whether it's God or I don't know what the name Almighty gave it to us and we have to respect what we get. And I believe very strongly that really in life you get what you give. You give love, you get love, you give hate, you get hate. So simple. But simple things are difficult to understand sometimes. So I'm very proud that I leave this heritage to my family, and I hope they will have the same mentality to behave like human beings. Human beings. Andi Simon: This is a beautiful story. I'm honored that you gave us the opportunity to share it. I've been to Greece several times, and I did my research in Greece, and I was in love with Greek people because they embraced the work I was doing to better understand how people embrace change. And this is just a wonderful compliment. So I'm going to pause for a moment and say goodbye to my audience, and then I will come off the tape and we can talk for a moment further. So bear with me for a second, because I want to thank everyone who listened today or watched. And I know Panos is going to be sharing th…

    Full show notes at the publisher

    Roberta Fernandez—Can Changing Your Thinking Change Your Life? AHARA Says Yes Feb 04, 2024
    Show notes

    Hear how to open yourself up to a world of infinite possibilities As you know, I like a fresh lens. That's what we do as anthropologists. We go out and help you see what's all around you, and sometimes you can't see what's right here. Today, I have a wonderful woman, Roberta Fernandez, who's going to help you do the same thing. Together, we're going to help you realize that change is painful in some ways, but an opportunity for you to transform who you are in a great way. A personal and professional development consultant, Roberta takes your full self and helps you look at it a little bit differently. I love the word development. It isn't a coach. It's how do I help you grow? And how do we take a challenge and address it? Listen in to find out. Watch and listen to our conversation here Key takeaways from our conversation: You cannot change a culture until the people in it change. Emotion drives all behavior. We all at some point in our lives should "clean out our closet" — get rid of those limiting beliefs and the stuff that really isn't a part of you, and open the door for that higher self. If we're only focused on the problem, that's all we're going to be able to see. We have to focus on the solution, what we want. The story we tell is the life that we create for ourselves. And it's the life that we get stuck in. We stand in our own way, and what we want to do is to be able to open ourselves to this world of infinite possibilities. Most of our thinking is habitual, just automated. When we become aware of how we think and what we feel as an individual, then we can recognize those things in other people. The reason why we want anything is because we think we're going to feel better when we can have it. So even though we don't know the answer to something, we know how we want to feel when we've accomplished it. If you look at any great artist or scientist or inventor or highly successful person in general, they're going to tell you that changing how they think, how they process, and how they see things differently than anybody else is what has contributed the most to their success. You can connect with Roberta on LinkedIn, Facebook, Instagram, and her three websites: Roberta Fernandez/AHARA, Conscious Napping and Conscious Napping For Business. You can also email her at roberta@consciousnapping.com. Want more on how to actually bring about real change? Here's a start: Blog: Okay, Okay, I'm Ready To Change. How Do I Do It? Blog: Three Ways Corporate Anthropology Can Help Your Company Change Podcast: Valerio Pascotto and Amit Raikar—Yes Change Is Painful But It's Necessary! Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights Our new book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored by Edie Fraser, Robyn Freedman Spizman and Andi Simon, PhD Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. I'm Andi Simon, I'm your host and your guide. And if you come to my podcast, like so many of you do, you know my job is to help you see, feel and think in new ways. And remember, I tell you that because until you see something, it doesn't exist. And if you don't feel it, you don't know how to respond to it. And so my job is to bring you people who, through their stories, will help you think about yourself through a fresh perspective. It's not exactly the right metaphor, but I like a fresh lens. And that's what we do as anthropologists. We go out and help you see what's all around you, and sometimes you can't see what's right here. But today, I have a wonderful woman, and she's going to help you do the same thing. So together, we're going to lift you up and help you realize that change is painful in some ways, but an opportunity for you to transform who you are in a great way. She's smiling. We are very aligned and it's so exciting to meet Roberta Fernandez. I'm going to read her bio a bit as a personal and professional development consultant. It's interesting, when I launched my business, it was as an anthropologist that helps companies and the people inside them change. Not that different, but to be a personal and professional development consultant takes your full self and helps you look at it a little bit differently. She offers programs for individuals and organizations that develop emotional intelligence, EQ, and guides them through a change process to awaken their full potential and realize their higher abilities. She's perfected individual personal development, and that's different from coaching. And I love the word development. It isn't a coach. It's how do I help you grow? And how do we take a challenge and begin to address it? And wellness. And I love self-care and well-being, executive managerial and team corporate training programs, particularly in the area of sustainability, culture change and emotional intelligence. She'll get you more familiar with the sustainability part of her career, but there's a whole package here that comes together with Roberta that you're going to enjoy. She's conducted thousands of individual client sessions, more than 85 noteworthy presentations and trainings over the past 15 years. She's going to talk to you about her new program called AHARA. I'm going to let her tell you about it in just a little bit. It's a sacred term that refers to the support of consciousness, eliminating everything which is not the intrinsic or higher nature of yourself. It's interesting, I was supposed to do a podcast with somebody earlier who was going to talk about something similar in her own discovery. When we got together, she wasn't quite ready to talk about it, but in some ways, we must be facing an interesting moment where we are looking for our higher nature and the world is a very fragile place. And she'll also talk about cleaning your own closet and conscious napping. She's very clever lady. Roberta, thank you for joining me today. Roberta Fernandez: Thanks for having me, Andi. I'm really excited to be here. And I'm excited too, because I think we are such a good fit for each other with how we think. Andi Simon: I think it is, and it's always interesting how we came to think the way we think. Roberta Fernandez: Right it is. It's been a journey. It is. Andi Simon: So let's talk about your journey. This didn't all just drop into the bucket right here. You've had a wonderful life professionally and personally. Share it with us. And that'll set the stage for what the programs are that you're offering today. Please. Who is Roberta? Roberta Fernandez: Well, I think I am a culmination of many, many years, getting into that last third of my life now, which is a pretty exciting time. I've been a serial entrepreneur since my 20s. I've done a lot of different things, but I think the thing that really changed my life, I had founded a Montessori school for 3- to 12-year-olds. So talk about anthropology. Montessori. She was an anthropologist, too, as well as a doctor way ahead of her time. I didn't know what I was going to do with my life. And I was sitting in a theater one day and I saw this movie, An Inconvenient Truth, and it just rocked my world, I have to tell you. And so I went home on the website and buried deep with this link, "Apply to be a presenter." And I thought, okay, I can talk, I know how to talk, right? So I did. I forgot all about it. Probably 5 or 6 weeks later I get a call, it's Al Gore's office, and he invited me to be one of the first 50 people that they were going to train to give this climate talk. Andi Simon: It was, see, I believe in serendipity. Absolutely. Roberta Fernandez: And I was looking for my next stage and I had no idea what it was going to be. And so I went to Nashville. Long story. Mr. Gore trained a thousand people to give that climate talk over probably a six month period. And it was a wonderful grassroots, nonpartisan movement. I learned a lot from it. It opened my world, my look at my world, to a whole new area of sustainability, which was at that time not a very common term. And I ended up working with a company out of Sweden on sustainability, and became a consultant in that field. But what I learned really quickly is there was such resistance to that term, and you can't imagine why. Oh my gosh, you cannot change a culture until the people in it change. I mean, you can fire them, you can get rid of them, which sometimes is the right thing to do. But really you can't delegate the way people think. You can't do that top-down. So I did that for quite a few years, and I did a lot of corporate training for really big companies and universities and even cities. And then I found hypnosis, which really is a whole different way to take my career. But in actuality, it's the same thing. It's just a different tool. With hypnosis, we're looking at changing people's perspectives with the way they think and the way they behave, because emotion drives all behavior. And so the last 12 years of my life, I've been working with individuals, helping them to change. And a few years ago during Covid, Covid changed everything for everybody in some way, I decided I'm in the last third of my life. What's my legacy really going to be? And I decided to take the last 20 years of my experience and roll them into a process that I call AHARA. So there's several things that I do: cleaning out your closet is really getting rid of those limiting beliefs and kind of getting rid of the stuff that really isn't a part of you, and opening the door for that higher self. And then we start the Aha process, which is a year-long program where people learn to change how they think. I was really inspired by Einstein's quote: "I look at the world and all the problems that we have that seem insurmountable and we're not making very good progress with changing some of them." And he said, "the problems that we have can't be solved by the same level of thinking that created them." And as a hypnotist, I know that what we focus on expands. And if we're only focused on the problem, that's all we're going to be able to see. We have to focus on the solution, what we want. So if we look at that, that is the basis of an aha, and that is exactly what you described: changing how people think, how they feel and then how they behave in the world. Andi Simon: You know, Roberta, I'm an anthropologist. I'm a reader in neurosciences and the cognitive sciences. And, you know, we're remarkable critters. We're meaning-makers. I love the work that begins to show us that we have a story in our mind. And where it comes from is complicated. I've actually done hypnosis, so I'm sort of fascinated with our talk today. But once you have that story in your mind, it becomes your reality. Roberta Fernandez: It does. Andi Simon: And I tell folks, it really is an illusion. There is no reality. The only truth is there's no truth. That's right. And once you have it, though, you look for other people who are part of your tribe, the place you belong with your story that fits their story, and you all reinforce each other's common reality. There's nothing but one story. And so when I get into a corporation or community group that's stuck or stalled and you try to pull them away from that story, the first thing they say is, oh, no, we don't do that. And I laugh and I said, well, that's the problem because you don't see it. You don't see what's right in front of you. And so you're onto something for our conversation today that's extremely important, a little different perspective. But this mind is really powerful at creating something that may or may not be good anymore. So as if you're thinking about the next phase in your own career, I want to hear more about what you're creating and how you're applying it, and why it's working. Roberta Fernandez: Yeah. Thank you for that. And you're absolutely right. The story we tell is, it is the life that we create for ourselves. And it's the life that we get stuck in. And the problem is, that's just me and you. When you're in an organization, you're in a sea of those different perspectives and learning how to navigate all of those perspectives without losing your own identity, without losing your own opinion. And yet respecting and honoring those other perspectives allows us to do something amazing. And that is to create a new story and create a new reality. I think when we look at how stuck people get in their own way of thinking, we stand in our way, and what we want to do is to be able to open ourselves to this world of infinite possibilities. And when we really look at how our mind works and how we function in a traditional environment, we're only really looking at about 25% of what our opportunities are. And so AHARA, at its core, is really teaching people to become aware of their own thinking because, as you know, most of our thinking is habitual. It is just totally not responsive, it's just automated. And so when we become aware of how we think and what we feel as an individual, then you can recognize those things in other people. And the Aha process is designed to teach you how to navigate that sea of perspectives. Andi Simon: Well, you said something very powerful there. The thinking is habitual and what AHARA allows you to do is, I'm not going to say break the habit, but maybe it's part of that. Habits are very powerful and very important. I mean, they make you very efficient. And the problem with breaking them is the brain doesn't really want to work hard on learning something new, even when you're getting educated. You can feel your brain working really hard, trying to figure out what they are saying and how they are telling me to do this. And until you actually do it, it really doesn't exist. And then all of a sudden, you practice and you practice, and you get it. It's a little like learning golf. I was thinking of which metaphor I could use. I'm a 12-year golfer, and I remember having a club and a ball and a book, and I don't know why someone gave me a book to learn to play golf. It was irrelevant because I could read about it. But until I hit the ball, I went, oh, is that what they meant? And then I hit it twice. That was bad because now I could play this game. I can't play the game. It takes a long time to finally get it so that it works. So this is important now when you're helping people through the process. There are multiple levels at which you're working. You want to talk about the differences between the elite and the club and all of this because I think it's important for people to hear that. Roberta Fernandez: Yeah. Thank you. So really, it is one-on-one. So that is a very intensive way to look and learn the AHARA tenets. When I started three years ago, that's the only way I offered it. I would work with a client over six months and we'd meet twice a week. So it was pretty intense. There's some advantage to working one on one in that. It's like immersion and that's always a good thing. And you're focused and you're really into it. So you become acclimated to it pretty quickly, that's not reasonable for a lot of people. And…

    Full show notes at the publisher

    Roseann and Clara Sunwoo—How Did Roseann And Clara Sunwoo Build A Successful Women's Fashion Brand? Jan 22, 2024
    Show notes

    Roseann and Clara Sunwoo—How Did Roseann And Clara Sunwoo Build A Successful Women's Fashion Brand? POSTED ON JANUARY 20, 2024 Hear how a great idea and hard work made this dynamic duo succeed This is one of those amazing stories that you've heard 100 times but it never ceases to make me smile. Clara Sunwoo and her husband came to the United States from Seoul, Korea in 1975 with two suitcases and $1,000. Now, 49 years later, Clara and her daughter Roseann are riding the wave of the very successful fashion business they built together, ClaraSunwoo. I have one of their jackets and I love it. I am honored that they are part of our book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored by Edie Fraser, Robyn Freedman Spizman and myself, and even more honored to bring them to you today. Enjoy. Watch and listen to our conversation here Wisdoms for entrepreneurs from Roseann and Clara Sunwoo: You need to be fearless. All the women out there, if you are having second thoughts or you have a great idea, don't wait on it. Give it a try. Learn as you go. We saw a need and we filled it (very Blue Ocean Strategy!). Just take that leap of faith. A lot of women in business, or women who want to go into business or become entrepreneurs, have fabulous ideas, but think they have to have all the certificates or degrees. You don't. Sometimes I would be the youngest female or the only female in a meeting. We as women really need to empower ourselves and get to another place here. The way you get through the tough times is with the people that surround you. Go with your gut in the beginning and take those risks. Data is so important. Pay attention to what it is telling you. Really love yourself. Never say you'll never do something or never say no to something, because you might find you'll be surprised. To connect with Roseann and Clara, you can find them on LinkedIn, Facebook, Twitter, Instagram, YouTube, Vimeo and their company website Clara Sunwoo. Want more on how to succeed as an entrepreneur, especially as a woman? Start with these: Marsha Friedman—How A Woman Entrepreneur Took A Little Idea And Turned It Into A Big Business Amanda Zuckerman—How To Turn A Big Idea Into A Huge Blue Ocean Success! Finding The "Holes in the Cheese" To Build A Successful Business! Meet Kim Shepherd Stephanie Breedlove: How Women Entrepreneurs Can Think Bigger, Build Sustainable Businesses, and Change the World Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights Our new book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored with Edie Fraser and Robyn Freedman Spizman Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. I'm Andi Simon, I'm your host and your guide. And as you know, my job is to get you off the brink. We want to bring you people who are going to help you see, feel and think in new ways. Because it's only when you see something and you feel it that your brain can start to think about, how can I apply this? And how can I do it in a way that's going to help me soar? And that's what we love to do. I have today two marvelous women who are going to help share with you their own journey. And when you listen to their journey, you're going to go, oh my, if they can, I can. And what kind of wisdom have they brought to their whole industry of women's fashion? I met Roseann and Clara Sunwoo as I was doing our book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success. And their pages in here are just gorgeous. What we did was, we collected the wisdoms of 102 women, and Roseann and Clara came to us, I think, from Robin Spizman, one of our co-authors, and we were so excited to share. So first, I want to tell you a little bit about them. I want to thank them for joining us. It's going to be fun to really dig into two creative women who have built something unusual. I'm wearing their jacket today and their blouse and their pants and I wear it all the time. It's so comfortable and it looks good and it's really designed for me without them knowing me. So who are they? Clara Sunwoo, the name of the company that they founded. They make clothing that's strong and feminine and every day ready. It's true. Since 1997, Clara Sunwoo and her daughter Roseann have worked together to create timeless designs that fuse classic styles with modern edge. And this fabric is really fascinating. You're going to really understand it as they talk about it. Their goal is to have women not just look, but experience and feel edgy, empowered and beautiful. Yes I do, it's so much fun. We're a cross-generation ageless lifestyle brand. Every design they create must be wrinkle free, travel friendly and effortless. They know me. I've already got 3 million miles on American, over 100,000 this year alone. Every week on a plane. You need clothes that move with you. So today we're going to hear about their journey, because I do think it's a journey that is going to inspire you. It's going to absolutely celebrate what they've done, but elevate what you can do and educate you about how to think about what's happening and what change can bring to you and your brand or your business. Roseann and Clara, thank you for being here today. Clara and Roseann Sunwoo: Oh, thank you so much for having us. We're really happy to be here. Andi Simon: I can't tell you how, and it's really fun to share them. Everytime I see them, I go, oh, this is so much fun. Please share your story because it's a very touching story. It touches my heart and I don't want to share it for you. Please. Roseann Sunwoo: So one of the things I really want to let everyone know that is listening is we did not go to fashion design school. We're not from that background. My mother and father came to the United States from Seoul, Korea back in 1975 with two suitcases and $1,000. $1,000. So you can imagine with $1,000, you're not buying much. Then I was born and I remember I became an unknowing apprentice in the family. So I know, mom, we have a lot of photos in the family. We're wearing the same watermelon prints as children. We would make everything. We made curtains, pillowcases. We were hands on, and it really came from necessity, the talent to make things, to use your hands. We were not going in a direction, going into fashion in any sense. However, we were making clothing for friends, family or for ourselves. And a lot of people would ask you all the time to make clothing for them. Andi Simon: My mother's mother came here from Russia through England to here, and she was a seamstress, not an uncommon job or career. I'm not sure she thought of it as a career. It was what made enough money for her to raise six children. So I fully appreciate this. As you were making clothes for others, what did you discover? Roseann Sunwoo: They were gorgeous, like all shapes and body types. What we noticed is, the fashion industry, and we were feeling the same thing, they put us in categories. I felt like women had to, if you're this type of person or this age bracket, you must look like this. And it was really tiring and it was really just in our minds, we're very modern and we're very forward thinking. And it seemed backwards to us, and it was really frustrating to try things on where things were ill-fitting. I think what we're known for as designers is the perfect fit. We're both perfectionists, we're very detail oriented. And it's the subtle, the subtle work that we do that really just, things drape well and we understand the body, the form, really well because we work with so many different body shapes, so many different women. And it really allowed us to understand how to design better. And also we knew who our audience was. We realized there were so many women out there that were feeling the same things we were. When we talk about an Ageless Lifestyle Brand, we have so many different types of women wear our collection, and it's really about how you put it together. And I want to go back to the way you feel. Looking good is wonderful because it's going to make you feel good when you look good. But it's really the feeling, the empowered on the inside. And when you wear fabrics that let you move and breathe and you feel really comfortable in it, but it's high fashion because we're not cutting corners, I think that's going to empower women, and it's going to make them really elevate in so many ways. I think that's important. And that's our main reason for creating the line. We did it in 1997. We started with a capsule collection. There was a lot of risk because we used our life savings. I think we said, I had approached my mother and I said, why don't we create a very tight collection, debut it at a tradeshow and just see what happens. And I was actually possibly heading towards law school, being the good immigrant child, everyone expects you to go to law school or med school, that's what happenss. That was my parent's dream back then. But I made a U-turn, and I'm so glad we did make that U-turn. It was very, very nerve wracking because trade shows are expensive to do. But in the beginning, you learn as you go. We did not come from the business background, the fashion background. It was winging it a little bit. And I want to talk about this too. I think a lot of women in business, or women who want to go into business or become entrepreneurs, have fabulous ideas, but I think they never get to the other side until they feel like, I need to learn everything. I need to make sure that I have this degree, this certificate, and then once I get there, I'm going to jump to that other side. I think in reality, it doesn't work like that. I think there are certain things that you need. You need to get those licenses and certificates. But for many to jump, to start your business, it's a little bit of just taking that leap of faith and the hope, and it does go back to hope, where obviously our back was against the wall and we were hoping that this would work. And it did. Andi Simon: You know, I often talk about…I'm an anthropologist and I love to talk about taking observations and turning them into innovation. At the time, were you already seeing what you know now about the clothing industry? I can fully appreciate how the clothing industry categorized women and made clothes for particular clients without any larger philosophy, because what you're talking about is a very different philosophy than something for a 50 year old or for a 30 year old. I mean, you were talking about being able to travel with it, feeling flexible, letting them feel good…was that early in your observations about this or did it come with time and maybe both? Roseann Sunwoo: I think it was actually early on because it started with just ill-fitting things. And you know, if we give it more shape. It made us happy to give shape. We noticed a lot of women were wearing, if they felt uncomfortable with themselves, they would wear larger, looser pieces. And we saw that that wasn't helping them. And they could have fun with fashion. And I feel like fashion is, there's a sense of joy when someone feels, there's joy in that. And we really felt some of our best moments where women would come out of the dressing room and they're almost in tears. And when you feel and experience that, we realized we had something to share. And it made us feel really good. So I think it started off with fit and seeing that joy and then really understanding that…I think also women and business at that point, I remember being in a lot of meetings as I was working with different companies, sometimes I would be the youngest female or the only female in that meeting. I noticed that. I started to realize, we really need to empower ourselves and get to another place here. This is not, especially in the fashion industry. That's what I saw. Andi Simon: I was that woman. I left academics and went into banking as a consultant, and I was always the only, the first, whether it was a boardroom or it was the C-suite and I didn't really know how to dress, I felt like it was theater. What is the part I'm supposed to play and how do I dress the right way to fit that? What do I say? People talk about imposter syndrome, and I said, I've always been an imposter. I was going into venues with folks who didn't look like me, and they didn't say anything, but you try to figure out, how do I belong, what do I do to fit in? And the clothing. Brooks Brothers was for men. And you bought their clothes for women. But you look like a man. And it wasn't me, but I wasn't quite sure what was me. And so, you know, you're raising some important questions for women and for you who are watching or listening. Think carefully. Who are you? How do you dress so that you thrive and you feel exhilarated about putting it on? This is a great jacket. I put it on, I go, oh. Please continue. As your journey went, how did it become 3000 boutiques? Because this didn't happen overnight. Roseann Sunwoo: No, it didn't happen overnight. But, I think we like doing things locally, being hands on. We noticed that we like to know who our buyers were. They gave us feedback. It was almost like a patchwork of boutiques where, and that wasn't something that we originally said, okay, this is our business plan and this is what we're going to do. But we realized that the whole department store model was just not quite…. I felt like as designers, we were going to work for them. And they were going to box us in in a way where we have to design for what they were looking for during that season. And I don't think, we would not be able to shine in that realm. So once we started working with all these local boutiques, a lot of it was word of mouth. We also had a lot of celebrities find our collection. A friend, they were shopping at a boutique, they would get gifts that led to a lot of big surprises. And I'm going to mention, we were on Oprah's favorite list not that long ago. And actually they did a commercial on us, which was amazing. We had a Today Show segment. We're in this book, Women Mean Business. We are so lucky. We work hard and we're always, I think we don't know how not to work because that's who we are, we love what we do. However, the consumer out there reached out to us. We didn't use PR companies. It was a very organic way of growing. And then we just grew into 3000 boutiques with boutiques in every state. And we realized that that was where we belong. Andi Simon: Now, how do you manufacture to support 3000 boutiques? I mean, are you like Zara that makes it just in time or do you have a lot of inventory? I think it's interesting to think about, you made a good point before. People want to be really competent before they go into something. And you illustrate that we learn on the job and we grow and prosper. You can too. But how do you do that part? Roseann Sunwoo: So sometimes we wish there was a crystal ball. We do. And I have to say the business has changed a lot. The fashion industry has changed a lot in terms of the calendar, after the pandemic. Even department store buyers, corporate buyers, down to boutique buyers, they are buying a little bit closer to season. So the calendar has changed. Knock on wood, we're confident enough to have built a loya…

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    Gemma Toner—An Exciting Woman Took A Moment Of Inspiration To Transform Other Women Jan 15, 2024
    Show notes

    Hear about perseverance, pivoting, and putting yourself out there In today's podcast I bring you Gemma Toner, former media and telecommunications innovator and one of the 102 amazing women leaders featured in our new book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored by Edie Fraser, Robyn Freedman Spizman and myself. Gemma and I talk about not being afraid to take a job or head up a project even if you think you're not 100% quailified. Believe in yourself and offer yourself as a smart person who can grow—that's when amazing things can happen. Listen in! Watch and listen to our conversation here 8 takeaways from Gemma for your own journey Just start. And then keep going. This the best advice Gemma received from one of her mentors. Everybody makes mistakes. Learn and start again. Find people that are like you that can support you, in good times and bad. We all need a support team. Don't forget where you came from. Remember your roots. Be open to lateral moves. There are many ways to build your career. Even roles you don't like can lead to great opportunities. Sometimes you don't know what you don't know. Be open and curious. Share your wisdom and experiences with other women. As you rise, lift others. Don't let setbacks limit you. Handle the disappointment, learn as much as you can from it, then let it go and move on. To connect with Gemma, you can find her on LinkedIn, Facebook, Twitter, Instagram, YouTube, and her company website Tone Networks. You can also email her at gemma@tonenetworks.com. For more on becoming the best you can be, here are some of our favorite podcasts: Elizabeth Rosenberg—Can An Extraordinary Coach Bring Out The Unseen Beauty In Your Strengths? Jodi Flynn Takes You From Dreaming To Doing Shayna Bergman—How To Identify Your Values And Live Them Every Day Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights Our new book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored with Edie Fraser and Robyn Freedman Spizman Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. I'm Andi Simon and as you know, I'm your host and your guide, and I love doing podcasts so that you can see, feel and think in new ways. Why is that important? Well, these are very fast changing times, and regardless of who you are or where you are, something is pushing against you a little bit and you're not quite sure. Do I like it? Don't I like it? Most humans hate change. It creates pain in the brain. But it's time to change. And the sooner you make change your friend, the more happy you're going to be. My job is to get you off the brink. So today I have an amazing woman here. Gemma Toner is a fabulous woman. She's part of our book Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success. You can see behind us, and I'm going to show you her picture. And each of them provide five wisdoms. And what I love doing is sharing their wisdom on the podcast because sometimes it comes alive even better. Gemma, thank you for being with me today. You're smiling, I love you. Gemma Toner: I am so grateful to be here. Thank you. Andi Simon: Gemma and I are going to have a great lunch after our podcast. But first we have to get through our podcast. Let me tell you about her so that you, our viewers and our listeners, know why you should listen up because it's important. Gemma is a media and telecommunications leader known for driving innovation. In 2017, she created Tone Networks. And we're going to talk about Tone today as a SAS microlearning platform designed for early- to mid-career women. Although as I looked at them, I think it's for all women to stay in advance in the workplace. She's been a board member of publicly traded companies including Sandvine, and is currently Co-Chair of the Women Business Collaborative. Before founding Tone Networks, Gemma held executive positions in media and technology for AMC and Cablevision Media, running the fastest ISP in the country. We're going to hear more about that in a moment. She's been granted patents for data analytics, and she proudly serves on the board of the global humanitarian organization Concern Worldwide. Don't you love that bio, audience? I think this is a wonderful time because you had that great article in February of 2023 about The Great Breakup. So here you're going to hear about Gemma in the corporate world and then founding a new company to help women do even better. And this is something that is extremely important to me and to her. Tell us about your journey. How did you get into corporate? What was it like? Gemma Toner: All right. Let me tell you about my journey, because it is not one that people immediately think of or hear. And that is that. I think of myself as a mother and a wife and a business person, a technologist, and I'm a data geek, but I'm also an immigrant. And that's important because it's such a strong part of my identity. And it's also kind of driven me throughout my whole life. And so you ask how I got into corporate? Well, I'll tell you. My parents immigrated from Northern Ireland when I was about 4 or 6 months old. When you're an immigrant, and this was back in the 60s, your family actually became your friends. And at least for our family, we were packed up every summer and spent time with all our family that my parents had left back in Ireland. So I have this kind of bifurcated life which sometimes I didn't always appreciate. You ask me again how I got into corporate. Well, I kind of looked at my dad and saw what he accomplished, and I was the oldest in a family of three girls. I thought, well, I've got to do better because he came here literally with nothing. He had very little money, very little education, but he had the dream that the American dream was possible. And you know what? It really was for him. And he became wildly successful here in the United States. So I had some big shoes to fill. And my dad didn't go to college. So the first step for me to get to corporate America was actually to get to college. And so I did. I got into Villanova and had a great experience there and ended up studying accounting. That wasn't necessarily the most strategic. I happen to be really good at it. I happen to also be one of the few women in the room, and I didn't mind that. So it was a great school, great experience. And I popped into corporate America and my first job was at a great company now called Ernst and Young. And I got to spend a lot of time at Time Inc. and again, this was again for this immigrant girl, this was corporate. America was not something I grew up with. I did not know about mentors or sponsors. I didn't even know that those names or terms existed. I certainly didn't know anything about networking. But what I did know was that, keep your head down and work really hard. So I got to see corporate America kind of in its heyday. When you're working for those types of firms, you actually get to see the world at a pretty high level, even though you might be doing pretty mundane things as an entry level employee. But what it turned me on to and what I'm very grateful for was I got to really learn about the media business. And I realized pretty quickly that, Hey, this is actually where I want to be. And so I came home to my father, who had worked so hard and given us so much opportunity and said, Dad, I really don't like this accounting thing very much. I think I want to try something else. And he said, Gemma, you can do anything. And he didn't make me feel bad that I had just spent four years studying accounting, which is a great degree. I highly recommend it. Working at Ernst and Young was a great experience. But, it was time for me to make the jump. You'll hear often in my career, I kind of jump off cliffs and eventually fly. It doesn't always go seamlessly, but it happens. And so I jumped. And so it wasn't easy to have someone to have a media company hire an accountant, because certainly they didn't think I had a marketing background and I didn't, but I was entry level. And so it was a great time to kind of jump in and make a career switch. So I was fortunate enough. I actually started out at a company called Rainbow Advertising. So I got to see the world of advertising. And then I landed this fantastic job working for a woman. Her name is Katie McEnroe at AMC Networks. And that was where I had that first moment of: I see her, I want to be her. Andi Simon: Ah. Gemma Toner: And she was president of this network. We were in heavy distribution and marketing mode. And it was run by Josh Sapan at the time, another fantastic human being to work for. And it was probably one of the best experiences I could ever have. I got to see so much. I got to do so much. We were all so supportive of each other. We were very aggressive, but in an okay way, at a time in the telecommunications industry where it was really a bonanza of creativity and technology and distribution, it was just all these new things that were coming out. And so from there, that was sort of how I landed in corporate, and then towards the end of my time at AMC Networks, I got really fascinated with this thing, I'm going to date myself a bit, called New Media. And I was always a bit of a geek. And, you know, I love computers and machines and things like that. And so I was able to persuade my boss at the time to create a new job, which was, how do we create content for this new medium, the internet. And more importantly, it wasn't just about the internet because this was, again, where you had to dial up. It was really about this next thing that was coming, which was high speed data, which most people didn't even know the name of. So I got to create content. We learned, we made a lot of mistakes. I learned very early on that the programming and the content had to be really short. And this was way back, like in 2000. We knew it needed to be short. So we made a lot of mistakes along the way. But it was a great ride, and I share that because that transitioned me to yet my next gig, which was, I got asked to interview for this job working at a company here in New York called Cablevision to run this fledgling product called Optimum Online. And at the time it had a lot of optimism. And the CEO of Cablevision and President wanted someone that had a really good branding background. And if there's anything AMC Networks can do, it really teaches you how to brand and how important it is and to understand your audience. And all of that will follow through as we talk about Tone Networks. So anyway, I was fortunate enough to land the job, and at the time, I'll just say, so for anyone that ever has had this experience, I landed the job, I got married and then ended up becoming pregnant all within like three months. So I thought to myself, what in the world have I just done to myself? But I did it. So I jumped again, jumping into a big cliff or off a big cliff. And it was probably the hardest job I've ever had. You know, it was, now I was working at a cable company. It was heavy in the technology space. We were also in a place where people didn't know what high speed access was and they kind of liked that old dial up sound. So it was quite a challenge. But it was really the beginning of a fantastic career journey at this cable company because not only did I get to be a part of launching and building that, but I also got to be a part of launching other new technologies at the company, namely Optimum Voice. I got to be a part of that team, as well as Optimum WiFi and then again at Cablevision. It was very entrepreneurial, even though we were a publicly traded company. It had great visionaries at the top and mentors. Quite honestly, I got picked to solve a problem. And the problem was, Here we were, this company that had all of this data, and this was again early, before it was even called big data. And what could we do with it? How could we monetize it? How can we make products? And so I got to do something that I never in my wildest dreams imagined I would do, which was to run this data analytics team. And they were brilliant. And, again, it really speaks to you may not have to know how to do it. You just need to know how to lead and have some vision. Because truly, Andi, you and I were talking about one of my main criteria was, I needed a social anthropologist. We needed to understand what all this data and behavioral data meant. But we had data scientists. I mean, it was just an extraordinary time and we ended up creating new products. We ended up getting some patents. And so that was really my life in corporate America. And it was a wild ride. It was not easy, I want to be really clear. I think so many people come on podcasts or do media and interviews and they don't share that. It was hard. It was really hard. I cried a lot, I want to be honest. I cried myself to work some days with the pressure and everything that was coming at me. But, you know, I think one of my mentors always said, keep going. And I think that is something that I want everyone to remember. Just keep going. Keep going through it. You'll get through it. And so I stuck with it. I had this great opportunity, and then I had something very personal happen. And that was, a very good friend of mine who I had watched struggle with colon cancer for five years, passed away. And I went into the office after she had died. I watched her fight day in and day out for another day with her boys. I had this great gig. I got picked for the really cool stuff. It was the hard stuff. But I loved the hard stuff. I had an executive coach. I got to go to Stanford. I lived 20 minutes from my job. You couldn't have asked for a better dream job. But I walked in and I was like, I'm done. And I didn't know it was very emotional. So I wouldn't say, go do this, but I did. So I'm just being honest and vulnerable. But, I came home that day and I spoke to my husband and I said, I don't know what it is, but it's just not this anymore. And so I retired. When you retire, when you're kind of at the top of your game and you have a really great gig, people look at you funny. So again, I will let you know that people are like, Why are you leaving right now? You know, here you are a woman, you're at the top of it, it didn't make a lot of sense. But what I knew inside was that I needed something different. And that's all I knew. I did not have a strategic plan, so I recommend others have a strategic plan. Mine was a very emotional decision, but I also needed to take a break. And so what I did was having had an executive coach, which is truly life-changing and transformative, I knew enough about myself and my own neuroses and my A-type that I am, that I might squander this gift that I had given myself, which I thought was retirement. And I thought, I need to have my executive coach help me through this because the last thing I want to do was to lose this time worrying about what's next and not use it. I've worked for as long as I can remember. Well, we had monthly meetings, and she really helped me keep on that path of taking this time for yourself, rediscover yourself. I also had a girlfriend who gave me a book, which I highly recommend. And Brené Brown, if you're listening, I want to be your best friend, which is daring greatly. And it was really about vulnerability. And…

    Full show notes at the publisher

    Lorraine Hariton—How Can You Build A Better Workplace For Women? Jan 08, 2024
    Show notes

    Learn how to nurture your unique gifts for a career you really love. I bring to you today Lorraine Hariton, a brilliant women with a brilliant career who shows us that success doesn't have to come in a straight line, it can have many twists and turns. As one of the 102 women featured in our new book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored by Edie Fraser, Robyn Freedman Spizman and myself, Lorraine is President and CEO of Catalyst, a powerhouse non-profit dedicated to helping women thrive, from the shop floor to the C-suite, so that everyone can be successful by their own definition. What I love is that Catalyst not only focuses on how women can be effective and improve their capabilities and skills, but on changing the work environment by creating workplaces that work for women. Want to learn about the future of work? Listen in. Watch and listen to our conversation here Key takeaways from my conversation with Lorraine Life is a journey. And that journey is to understand what your passions are, what gets you excited, what gets you up every day enjoying it. In terms of your skills, what do you have with which you can contribute the most to this world? There are lots of chapters in life. Make sure that you have the resiliency and the learning mindset to go from one chapter to the next. Life can take you in different directions, but you've got to be a lifelong learner. You've got to lean into your strengths. Periods of transition can be real opportunities. Align your strengths and what you really love to do behind your passions. To connect with Lorraine, you can find her on LinkedIn. Want to know more about women breaking barriers in the workforce? Start with these: Blog: How Can Women Overcome The Roadblocks To Building Their Businesses? Blog: Best Tips And Tricks For Women To Work In Male-Dominated Industries Podcast: Kerry Flynn Barrett—Learn Why So Many Brilliant Women Have Ditched The Corporate Ladder To Start Their Own Business Pocast: Jennifer McCollum—How Will You Change The Face Of Women's Leadership In Your Organization? Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights Our new book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored with Edie Fraser and Robyn Freedman Spizman Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. I'm Andi Simon, I'm your host and your guide. And as you know, because so many of you come to listen to our podcast, my job is to get you off the brink. I want you to see, feel and think in new ways so you can change, and the times are changing quickly now. I look for guests who are going to help you understand things from a fresh perspective. Today I have Lorraine Hariton here with me. She is a marvelous person who is in our new book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success. And when you hear what she's going to tell you today, you'll know why Women Mean Business has been such an absolutely amazing experience. Every time I open the book, it sheds new light on what women are doing in business. Lorraine's bio: She's president and CEO of Catalyst. Now, if you're not familiar with Catalyst, it's a global nonprofit working with the world's most powerful CEOs and leading companies to build workplaces that work for women. Catalyst's vision and mission are to accelerate progress for women through workplace inclusion. This lifelong passion for Lorraine has helped her build a career with senior level positions in Silicon Valley as an entrepreneur and executive, and beginning at IBM, Lorraine then served in the administration in the Department of State and developed the global STEM Alliance at the New York Academy of Sciences. She has also served on the UN Women Global Innovation Coalition For Change, the Clayman Institute for Gender Research at Stanford University, and the Forum for Women Entrepreneurs and Executives, but it is as president of Catalyst that I met Lorraine. And that's what we're going to talk about today: about what organizations can do to really build workplaces that work for women. Lorraine, thank you so much for coming today. Lorraine Hariton: Andrea, thank you so much. It's my pleasure to be here. Andi Simon: It's so much fun. Tell the audience more about your journey because I can read the bio. But you've had a wonderful career with a passion and purpose, and I'd like you to share that if you could. Lorraine Hariton: So first of all, I want to say that the career that you just talked about is very different from the career I might have imagined when I was young. It's gone in a lot of different directions. And I look forward to sort of talking about that. So when I was a child, my biggest influence was really my mother, specifically when she came into the workplace, which was in the 50s. She was originally a teacher. And like many of her generation, she went back. She left the workplace when she had her three children. But then she went back and got a master's degree and eventually a PhD in psychology, actually around women's sexual fantasies during intercourse. It was very controversial. She ended up on the front cover of Psychology Today, and then she had the next phase, a career as a psychologist and a lecturer out on Long Island. So she really gave me a sense that you can have different phases in your life, you can accomplish different things, and women should have independent, strong careers. So she was a big influence. Then the other big influence on me was, I had dyslexia, I still have dyslexia. And because of that, I had certain real strengths and certain things that were limitations. I wasn't very popular. I wasn't a great athlete, but I was good in math. I ended up using that math ability to have a career in technology very early on. In fact, when I was in college — I originally went to college in upstate New York, at Hamilton College — my calculus professor suggested that I take an independent study computer science course at Hamilton College before there were even computers on campus. We just had a teletype terminal into the Air Force base in Rome, New York. But I wrote my own computer program. I fell in love with it, and it caused me to transfer to Stanford, where even at Stanford, they didn't actually have a computer science degree. Undergraduate is math sciences, math, computer science, statistics, and operations research. But it really gave me this great foundation into something that my first passion was really around: computers and the application of computers into solving problems. So I transferred to Stanford. I got a sense of that environment. I ended up taking a job, actually, back in New York for American Airlines, doing a big linear programming model for ferrying fuel around the American Airline system. But, I decided I didn't really like just programming. I wanted to do something that was more people oriented within the computer industry. So at that time, IBM was a big place to work. It was like the Google or the Apple of the time. So I got a job actually in sales working for IBM, and I worked in the apparel industry in New York, knocking on doors, selling mid-sized computers to the apparel industry, which was really fun. I really enjoyed it and I excelled at it. So I decided I wanted to be on the business side of the technology industry. I went back to Harvard Business School, got my MBA, and decided to go back to California working for IBM, the next level in the sales track at IBM. And there was the other reason I went back to IBM: to look into all the jobs at Harvard Business School that IBM had for women in leadership roles. It had the ability to balance career and family and a proven track record of enabling women to do that. I was really looking for a workplace where I could be successful balancing career and family, which is still the number one challenge for women in business. And, through my work at Catalyst, I see that every day. So I went back to IBM, but eventually I went into Silicon Valley. IBM actually acquired a company in Silicon Valley. I went to work for them. And then I ended up having a career at IBM. So I started in Silicon Valley, started at IBM, and then I left them to go to become an executive at a mid-sized company. And eventually I actually did two startups in Silicon Valley. So I had a career at all these different levels. But in my early 50s, I wanted to really do something that was more impactful. I had had a successful career there and I became involved in women's leadership issues because really that was a defining thing around my success and my lived experience. I initially got involved in the Forum for Women Entrepreneurs and Executives that became WaterMark. That was a women's leadership network in Silicon Valley. I really benefited from my relationships that I had with women in Silicon Valley. We all bonded together. We even did great trips, like we went to India and Vietnam together. I went to the Clayman Institute for Gender Research. I then decided to, after I left my second startup, to get involved in helping Hillary Clinton run for President of the United States in the 2008 cycle. So I took all my sales skills and my business skills that I had learned, and I focused on fundraising for her. And as a result of that, I became one of her top fundraisers in the Bay area and really expanded my network. I got to know a lot of people and that enabled me to go to work for her, even though she didn't win the the nomination, of course, we all know, but to work for her at the State Department as a special representative for commercial and business affairs. And, by the way, through all of this, I had my two children. I raised my two children in Palo Alto, California. And of course, that was the other part of my life that was, is, and continues to be very important. I now have three grandchildren as well as part of that. So that balance of career and family has always been important to me. I also will mention that being in Silicon Valley in tech in those days had a lot of challenges. And I think that is why that's been so important to me as the second major passion that has driven my life. This focus on women in the workplace, and understanding that I was part of the first generation of women who really came of age after the very substantial change in the women's movement that happened in the late 60s and early 70s, that opened up the doors for women to have real careers. Like my mother, in her generation, you didn't have young children and work. You couldn't go into the workplace and have a career. We read about Sandra Day O'Connor recently. We know that she wasn't able to do that. Ruth Bader Ginsburg wasn't able to do that. I was part of that generation that went into the workplace that was able to look ahead and develop a career, and was thinking about balancing career and family. But we had a very, very rigid environment. You know, when I had my first child in 1985, we had to order business maternity suits from a catalog. I could only take six weeks off because they didn't have maternity leaves. They just had disability, and when I've met with some of my friends and we talked about this, we all had the same circumstances, didn't have the type of environment that you have right now. So I have that perspective of wanting to change that workplace. And we still have work to do on that. So my reason for wanting to help Hillary at the time when I had the luxury to be able to do that, was because I really wanted to see the world change in the first woman president. But not only did I pursue that passion and use the skills that I had learned through my business and for my sales career to help her, it opened up a whole new avenue for me that became the next chapter in my life for ten years, really focused on that. So I went to the State Department, and in the State Department, it was great. I was able to travel all around the world representing the United States, help businesses overseas, do diplomatic agenda around economic and business issues. And I also launched a big program called the Global Entrepreneurship Program, which is still at the State Department, where we worked on capacity-building in countries to take our innovation agenda and bring it overseas as part of our diplomatic agenda. So that was a very fulfilling experience. I left in 2014 because it was a political appointment. It ended and then I thought, well, I think there's a very good chance she would run again. So I did a portfolio career of doing consulting. I worked at the New York Academy of Science, as you mentioned, doing business development for them, and launched this Global STEM Alliance program. I launched a great program called 1000 Girls, 1000 Futures, which was a virtual mentoring program for girls in STEM. I helped Hillary but of course, we know the end of that story and that didn't happen. And by then I was lucky enough to be recruited to Catalyst, which has been just a wonderful opportunity for me. So I joined them in 2018. I am going to be retiring from Catalyst when we find a replacement. So it's been about a five and a half years' journey at this point that's been really fulfilling for me because it really has aligned this great passion I have with all the things I've learned over my career to really make change for that organization and to really impact women in the workplace. Andi Simon: You know, as I listen to you, and I want to stay focused on your career, but for the listener or the viewer, there wasn't a straight line. This was a journey with detours and serendipity and moments and all kinds of things that you capitalized on. Were you particularly risk averse or were you particularly adventuresome? I mean, when I take my archetype, I'm an explorer or a philosopher, and I've been to 37 countries and I worked abroad many times. I, like you, don't need a structure, I need opportunity. I need an adventure. Sounds like you have had adventure through life without care about whether or not it was the end, it was onto something new. Tell the listener a little bit about how you do that? Do you do that with that particular mindset that simply says, go for it, what the heck? Or do you have to plan it out? Lorraine Hariton: Well, you know, I've evolved over time. I am very planful. And in the beginning of my career, I was focused. When I joined IBM, they had a clear path for you. You didn't have to think about it. "This is what you needed to do." And I bought into that path. Over time, sometimes when I had my biggest bumps in my life because I've been fired, I've been put someplace else, maybe not fired, but it was a detour. Those things have happened. But, you know, out of those things, in those moments of reflection, is when I think I was able to grow the most, to really learn and reflect on my strengths and weaknesses and what motivates me and to reorient myself. These periods of transition can be real opportunities. And in my late 40s and early 50s is when I really started to understand that what I needed to do is to align my strengths and what I really love to do behind my passions, and to let the universe help me understand what those passions are. And in fact, that's what I'm doing right now, as I look to my next chapter after Catalyst. I'm trying to open up the aperture and give myself time to evolve and think and let the universe take me in the direction,…

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    Melissa Copeland—Want Your Business To Be Successful? Start With A Great Customer Experience Dec 11, 2023
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    Hear why a great customer experience means everything I first interviewed Melissa Copeland for this podcast in May of 2022 and loved her story so much that I want to share it, and her, with you again. Melissa had a wonderful career, as so many women have had, only to discover that flying all over the world was not great for her family, or herself. So what did she do? Pivoted and launched Blue Orbit Consulting which focuses on improving customer interactions with her clients' products and services. Her company's motto: "We help clients deliver outstanding customer service by combining the best of technology and people for world-class customer experiences." Clients love this approach, and you will too. Enjoy. Watch and listen to our conversation here The key? Delight your customers. Since 2014, Melissa Copeland and her team at Blue Orbit have worked with dozens of Fortune 500 organizations to deliver dramatic improvements in customer-centered experience. As a testament to her pragmatic approach, her clients often achieve benefits in excess of 10x their investment. Her goal is to craft solutions that empower employees, delight customers, and astonish owners. The topic of culture change is one Melissa and I know a great deal about As you'll hear in our podcast, Melissa and I learn from each other as we share our ideas, experiences and know-how. You can read in my book, On the Brink: A Fresh Lens to Take Your Business to New Heights, how frustrating it is for companies, then and now, to address the core service imperative of their organization's business. My hope is that you take away some great learning around how to step back and look at your own business with fresh eyes, and see where you might need to make some changes that will make all the diference. If you'd like to reach out to Melissa, you can connect with her on LinkedIn, her website BlueOrbitConsulting.com, or email her at melissacopeland@blueorbitconsulting.com. Want to know more about how to make your business's customer experiences great ones? Start here: Podcast: Randi Busse—How To Turn Customer Experience Into A Competitive Advantage Podcast: Carmen Effron—Digitization of the Customer Journey Blog: 5 Ways to Find New Customers. They are all around you! Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights My third book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored with Edie Fraser and Robyn Freedman Spizman Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. I'm Andi Simon, I'm your host and your guide. My job is to get you off the brink and I go looking for people who have really interesting ideas to share with you to help you see, feel and think in new ways. That's why today I have Melissa Copeland. And Melissa is here to talk about the customers of tomorrow, and how to serve them. But what's really interesting is her own journey and what she sees going on in the market, and how she can help you see it through that fresh lens that I want you to have. Remember, time to get off the brink, and the times they are changing. So let's soar together. Melissa, thank you for joining me today. Melissa Copeland: Thanks for having me. Andi Simon: Share with the listeners, who is Melissa and when and how did you get to where you are now? And why are you so interested in it? Please share your story. Melissa Copeland: Sure, it's a wandering path, but I think many people have those nowadays. It was less common when I started working, but I actually started as a documentary producer producing travel documentaries and traveling around the globe doing that which I love. It didn't take long, about two years, for me to learn that it was really hard to afford my rent and lunch and a bus pass on the salary a documentary producer makes. So I went to business school, and business school wasn't at all what I expected. It was much more of a structured education versus some of the intellectual inquiries that I was expecting to find. So if there is such a thing, it sounds like an oxymoron, but I was a bit of a countercultural business school student coming out of grad school. I landed in a job in strategy at what was then Ameritech, now AT&T. I was sent to one of the wholesale divisions. So think of the really technical engineering, kind of in the more old-fashioned parts of the company. And here I was, this kid who had been a documentary producer. And my background was in history and writing. And I learned to speak engineering, and I learned to speak pension. I had more fun than I ever thought I would in the corporate world. So I was rotated in the seven years that I was there, through almost every functional area. I got a taste of strategy, sales, marketing, and wound up doing two types of international assignments. One was a startup based in Chicago. And the second was an assignment based in Brussels, Belgium for two years. And those were amazing. A couple of the things that I really learned was that the language of business is really one of figuring out how to connect with people, and how to define problems, and then organize toward a solution, whether it's through collaboration, whether it's through directing, or self-directed teams, or any of those pieces. And so one of the things I didn't expect that I've used my entire career since then, was during that time in Brussels, the techniques that you learned growing up in the United States to influence people with money, or sales incentives, or performance incentives, didn't work the same way in a different culture and context. And that notion of what is my culture and context? And how do I get the results I need? One of the things I learned was, in the US, if you wanted to get something done, you have a meeting, you divide up the tasks, and everybody goes in, does it. In the situation I was in, in Brussels, if you had a meeting, the way to get people engaged was to give everybody the opportunity to participate in the brainstorming, right? So no matter what it was, if you call it brainstorming, people were highly engaged, because everyone wanted a piece of the ideas and to really feel like, what would they be called, an influencer, but to really be part of the solution, and then folks would happily go and participate in terms of behavior change. So that has actually become a signature part of the consulting I do today. Some from that role, I moved through a couple of different roles, but I stayed in that arena of really working on customer experience and employee experience, and helping folks move through changes that almost always benefit customer experience and customer loyalty. And that's when I would say my love affair with customer service and contact center organization started. Andi Simon: You formed your company Blue Orbit Consulting in 2014. Typically, I would start any interview like this and read your résumé. But I really prefer you to talk about this journey because it's a setup for what's happened since you set up your own company. So how did you come about? Your insights are extremely valuable today. We don't motivate people by giving them more money that doesn't do anything for the research work. You can give them more money, but it doesn't mobilize them. It doesn't motivate them. It's not what makes them work. There's something that took you from being inside to being a consultant having your own company. What was the catalyst? Melissa Copeland: So I worked for many years for a consulting firm called The Northridge Group and helped build the firm, and was able to be the generalist moving across a lot of areas. The firm had tremendous success. And I have one of those hard learnings. After about 12 years there, my kids were eight and five, and I was continuing to travel almost every week. And no matter where I was, I was on the wrong continent for somebody. And we got to a point where more often than not, it was my kids, you know, or team members or clients. But it really became a challenge that it was my kids that were on the wrong side of that. So I left and I wasn't sure what I was going to do. And that lasted, that break lasted about two months. And we learned that I was terrible at carpooling, that I hated doing laundry, and got rid of all of our household help. But, former clients and colleagues started calling with projects and saying, hey, you've always been really good and helped me think through hard problems, will you come help me do this global technical support? Will you come take a look at this process problem in my organization? And that's fundamentally how Blue Orbit was born. So in 2014, I formed Blue Orbit. It was just me, and a couple of high school and college babysitters taking care of my kids, you know, before and after school. And as the firm grew, I really drove more focus around not just taking every phone call, though anyone that calls and says, can you help me think through this hard problem, I really enjoy hard problems. So I'm happy to help think them through, but really, drove more focus around the pieces that I think are really important as businesses grow and move forward. And that is thinking through not just the customer journey, and some of the buzzwords around that, but also thinking through the service design for how you support that customer journey, and more recently, a lot of emphasis around employee engagement. So how do you make it easier on the employees to deliver the service design and a fantastic customer experience. So little by little, as the firm grew, it started being engagements with me and then I started building more team-based engagements to be able to implement at large organizations. Then we land where we are today where the business supports both some startup companies that are just starting on that journey. It's tons of fun when we have a blank slate, and you're starting with the service design from the beginning. And then the large organizations where you might have hundreds or thousands of people that you're trying to orchestrate. And then it's really more that collaboration and building a funnel of ideas for how can we accomplish the goals we need to get to. Andi Simon: You and I both understand the complexity of human interaction and conversations. And the question is, what do we say to whom in what way to get what done? And that's not casual, and every culture is different. The culture is inside each one of these, small, large and otherwise, whether in Belgium or in the States, or whatever they are, and just do things differently. And your description of the Belgium folks who wanted some autonomy, mastery and purpose, which is what we're talking about these days, was quite different than here where command and control tell you what to do, and tactical and practical, and not much gets done. So it's an interesting time. So some of the insights that you're pulling together, working over the last years, 2014 was a short long time ago. And between the pandemic and all the things going on with technology and customer transformation, there's some key themes that you and I chatted a little bit about. Can you share them with our listeners or our audience? I do think they are going through them and they want to know, what do I do now? How do I do this? Some thoughts? Melissa Copeland: Sure. I love how you you reference the autonomy and the mastery. One of the pieces that I first tried to size up is that culture and context and organization. I do feel compelled typically to look at data, because you always have people in your team or your organization that need to be data driven. And then we also have to look at some of the more qualitative aspects of what does it take to drive change, like, are we talking about a jello situation where you're going in and going back out? Are we talking about a situation where people are highly receptive to doing things differently? Some of the themes and particularly changes since 2020, a big one affecting a lot of organizations, whether we call it the great resignation or not, but the balance of power has shifted in terms of employees making choices about where they want to be. And so I challenge that many large organizations and in particular contact centers are dealing with the vacancy rate in roles that may be as high as 30%. So I have two clients right now that are down about 30% of people. And that puts enormous pressure on the organization and its ability to serve customers. To that end, there are two big themes that I've been working with a lot of clients on. One is the theme around, what if the customer isn't always right? And so how do you handle that? The first studies I've seen in years, probably as long as I've been working in customer experience, started coming out in the fall, illustrating a significant change in customer behavior, meaning, historically, customers really cared about that the agent I spoke with was friendly, were they pleasant, so we'll call that friendliness. And then they care about, is my question answered, or has my problem been resolved? The shift in the research over the past six months is that customers care much more about how fast something happens. So the friendliness isn't at the top anymore, although I'd say it's table stakes in most organizations, it's really how quickly can you get to my question, or get me an answer. And can you do it in the media that I choose to interact with you in? So can you do it by voice? Can you do it by self service? Can you do it by chat? What are the different ways that I can connect with you? So that's one huge arena. The second that combines the two, getting answers quickly, and then struggling with kind of making the workplace attractive for employees and making their roles easier. And so I'll call that the employee engagement or employee enablement tools. So in customer service, and contact center, lots and lots has been written and talked about around how artificial intelligence or AI is used in bots and self service so customers can do things themselves. The real frontier that I've been working with clients on for the past year, and I think it'll become bigger in the next two years, is really around how do you use that power to enable human-to-human interaction? So how do I help an agent, right, be as quick and effective with a customer that wants to interact by voice? Or they have a question or a challenge that's too complicated for the self service arena and so how do you deploy those tools on the market in a way that really makes the agent's job easier, and makes employees feel like they can succeed in a difficult environment, or ultimately make that environment better? So I'd say those are the two big ones that I've been working with folks on that I think are the trends that are here to stay for at least 2022 to 2024. Andi Simon: As a culture change expert, I'm curious, because I had one client who had a very bad help desk. And we actually suggested they go and make their folks remote before the pandemic. They were in a fabulous position when the pandemic hit. But the remote gave their staff a much better work environment and they lost the turnover. They speeded up the responses and they realized that having them come in and sit and wait and have to get things done in place was dysfunctional for this particular organization. They were an outsourced service provider, but what was important was that the people thought about it in terms of what mattered to…

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    Dylan Rexing—How To Improve A Family Firm? Change The Firm And The Family Dec 04, 2023
    Show notes

    Hear how a family firm can remember its roots while focusing on the future As they say, family is family and business is business. But in many cases, the two can coexist, often quite profitably. Did you know that almost 80% of the businesses in the U.S. are owned and run by families? As a corporate anthropologist, a culture change expert and a daughter raised in a family business, I have a particularly strong interest in family firms, which is why I'm so excited to bring to you Dylan Rexling, the fifth generation to work in his family's farm operations in southwestern Indiana. He read my book On the Brink: A Fresh Lens to Take Your Business to New Heights and was inspired to incorporate many of its teachings into the way he runs his company. Whether or not you have a family firm, listen in to learn about running a successful business. Dylan is that rare business owner who values every employee and actually listens to his customers. Key takeaways from our conversation: Get to know your employees. He has a monthly Friday breakfast where everyone talks about who they are, why they're at the company, and what their goals are. Admit you're not perfect. Dylan's message to his workers: "My door's open. Come see me. If we do something that we shouldn't have done, or we said it in a way that we shouldn't have, come talk to us because we don't know if you don't tell us." Culture is very important in a business. He specifically hired culture experts who brought in the concept of culture to the organization. Always be willing to learn and get better. There's always room to go a step higher. Do everything you can to service your customer. If they need something, do everything in your power to say yes, even if it's not easy. The old saying is still true: the customer is first. Treat your employees well. And your customers. Dylan writes an anniversary card to every one of his employees every time they hit an anniversary date. "I just write a little thank you that says, 'I really appreciate your contributions to our team and look forward to working with you in the future.'" He also sends handwritten notes to customers thanking them for their business. "I think those little things are what matter." Take a step back and look at your business from a high level. "And I think you'll be very happy that you did so well," he notes. To connect with Dylan, you can find him on LinkedIn, Facebook, Twitter or his website PFL Logistics. Want to learn more about the importance of culture, especially in family firms? Podcast: Jake Manthei—A Family Firm That Lives Blue Ocean Strategy® Podcast: Amy Bruske—A Guide for Sustaining Great Family Businesses Podcast: Marcella Bremer—Build a Better Business With an Amazing, Positive Culture Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights My third book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored with Edie Fraser and Robyn Freedman Spizman Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. I'm Andi Simon, I'm your host and your guide. And as you know, what I love to do is find people that are going to help you see, feel and think in new ways because that's how you open your mind and begin to see opportunities. We often say, the future is all around us, it's just not widely distributed yet. But what if what's happening is something you could see so that you can understand it? Maybe I can as well, because in some ways, the story that you're going to hear today is going to help you rethink what you're doing and begin to open that door so that you can get off the brink. I have with me today, Dylan Rexing. I'm honored to share him with you. I met him out in Indianapolis at a Vistage group, and I think what they're doing is transformational to an industry that's sluggish. I'm going to let him tell you more about it, but let me tell you about his bio. Dylan Rexing is president and CEO of Rexing Companies, an Evansville-based network of family-owned and operated companies. So if you have a family firm or are thinking of building one, this is really good insights to share. Dylan is fifth generation in his family's farm operations, where he grew up learning the value of hard work and financial responsibility. But under his leadership, the Logistics Division of PFL Logistics has earned recognition as one of the 5,000 fastest growing private companies for the past four years. I'm going to let him tell you his story, but I think you're going to enjoy his journey because it'll change your own story about what's possible. If only you can open your mind to see and then do some observation into innovation. Dylan, thank you for joining me today. I'm so excited to have you. Dylan Rexing: Yeah, thanks for having me. Good seeing you again. Andi Simon: It's good to see you again. Dylan said he was away and read my book and I went, Oh, isn't that good reading on the beach? And I appreciate it. Dylan, please, let's hear your story. Your journey as you were sharing it with me is really a perfect setup for today's talk. Dylan Rexing: So, as you had mentioned, I'm generation five in our family business. When I took over the family operation, we were really just an agricultural-based company. We farm about 3000 acres. We had 120,000 chickens. And I took over out of college. I have a bachelors in accounting. And I determined that I didn't want everything that we did to be out of our control. So as a farming operation, we're not in control of the weather. So when we plant our crops is not determined by us, the yields that we get are also determined by Mother Nature. Then when we take it to market, it's really what the market bears. And so I sort of took over our organization. We still farm. It's still part of our legacy. Farmers are a backbone of the American economy. I don't want to necessarily downplay that by any means. It's still an important part of our business. But I sort of took our business and made a full 360. We have about 90 employees today in the supply chain space. And so we have three companies: cold storage, warehouse trucks and a trucking company where we have trucks and drivers, and then a freight company where we sort of work with our customers and partner with our customers to move freight all over the country. And so, for me, as you mentioned, I was on vacation last week and you were nice enough to give me a copy of your book On the Brink: A Fresh Lens to Take Your Business to New Heights, and I read it and talked about how you sort of put on a different lens and look at the world in a different way. It resonated with me. If you get an email from me, at the very bottom underneath my signature it says: "The most dangerous phrase in the English language is 'as we've always done it.'" Andi Simon: Dylan, you have no idea how many clients hire me to help them change that. The first thing they say is, No, we don't do it that way. And I say, Then you don't need me. If that's the way you're going to do it, the habits will drive you. But the times are changing, and maybe those habits are no longer viable or valuable or reliable for you. But, you know, you have a curious mind. And as you and I were talking, that curiosity factor is not to be underestimated. How did you begin to figure out the logistics part? Or, you could have abandoned where you were, but you didn't. You could have sold it, which you haven't. But now you've taken a bigger picture and have begun to develop a new set of solutions for the whole supply chain of. And I have a hunch there's some interesting new things coming as well. How did you begin? Where did it start? Dylan Rexing: Well, believe it or not, you might wonder, how does agriculture and supply chain tie together? And the fact of the matter is, it's very common for farmers to own supply chain-driven businesses. For example, farmers have to have semis and trailers to take product out of the fields and take them to market. But they only do that for several weeks or a month or so, two months a year. So you buy this equipment and it just sort of collects dust per se. So the way it started was, we had all this equipment lying around that we were trying to figure out, What do we do with it? And then the cold storage business is kind of the diamond in the middle that sort of connects it all. Our cold storage business: we have customers, big and small, from large poultry companies to bakeries to anything in the middle. And so those all tie in because of the stuff that we store in our warehouse. Our cold storage food product that we store, it has to get to market. It has to get to the grocery store, or it has to get to a plant to be further processed. And so it was all sort of tied together through a supply chain lens. Andi Simon: Now your clients come to you for any particular reason? Have you differentiated your cold storage in some fashion? Is it fully integrated? You make it simple and easy for them. What are the kind of core attributes of it? Dylan Rexing: So we like to tell folks, we're a one-stop shop. So you can call us and we can store your products, you can call us and we can haul your products. We don't necessarily have to, but we just try to make it easy and convenient for our customers. The cold storage business is pretty niche. There aren't a ton of companies in the US that are in the cold storage warehouse space and buy cold storage warehouses. For your listeners that maybe don't understand that, it's basically a building where we store products that are frozen, refrigerated, fresh, so that they're nice and healthy for folks in the supply chain, but just a high level of how that works. Andi Simon: Okay. But you bring them into the cold storage. You said that there aren't many cold storage businesses, and I am always curious whether you're doing it like everyone else. And, you and I were together when we talked about being another "red ocean," or someone who is creating a market. And I hear you because you make it simpler and easier for your clients to get what they need done without having to work as hard, making it simple instead of complex, and beginning to see ways to add value innovatively so that maybe it's not a Blue Ocean®, but it has all the attributes of a good market creator, not simply "we are another." Am I saying that correctly? Dylan Rexing: So I would say, there's only two large players in the cold storage business that own over 60% of the market. And so one of the ways we differentiate ourselves is by answering the phone when the customer calls. No offense to large companies, but when they get big, there's several layers of folks in the middle. And so one of the ways we differentiate ourselves is, we personalize our approach to the customer. If they need something, we do everything in our power to say yes, even if it's not easy. And so I think ultimately the farming background that I have is sort of driven by the fact that, it sounds a little cheesy, but the customer is first. And we do everything that we can to service that customer. And interestingly enough, most of our customer base does business with all three of our companies. So we try to anchor them in from one or the other and then convert them from being just a single customer to three of our operating entities. But our secret sauce really is just doing what we say we're going to do, answering phones, answering emails, and just providing a good service. Andi Simon: How interesting, simple and yet very profound and very much appreciated and needed by your community, by your markets. Are you located just in Indiana or are you across the country or where are you located? Dylan Rexing: So our warehouses, we have four locations in Indiana, all in southwest or southeastern Indiana. Our trucking division, we have a location in Owensboro, Kentucky, about 45 minutes from us here. And we also have an operation in the Carolinas. We have several employees out there in the Charlotte, North Carolina area, a little city called Troy. So we aren't all over the country, but we have trucks that travel in all contiguous 48 states. But our headquarters is mainly here in southwestern Indiana. Andi Simon: It sounded when you and I were talking, though, that so many companies today have people problems. But I have a hunch you don't. And I have a hunch there's some core values that are working well for you. Can you share with our listeners about how you attract and retain? Is it the metaphor of family? What do you find works particularly well? Because I do think that's a much needed wisdom to share with folks who aren't quite sure how to do that anymore. Dylan Rexing: You know, I would say that we're not perfect, and I don't think really anyone is. We've grown over the years. I mean, if you look back in the history books of our business in 2010, we had zero employees and 13 years later we have 90. And so we've obviously had some struggles along the way. We're still learning. I tell folks, when we onboard, we've hired so many people as of late that I don't know their faces. I don't know their names, I don't know what their hobbies are or what makes them tick. And so we started having a Friday, a monthly breakfast where we bring in bagels and sit down and just talk about who they are and why they're here and what their goals are and those kinds of things. And I just found it important to sort of personalize each person; it's kind of embarrassing when someone works for us and I don't know who they are. And so I made it a purpose to sit down with them and just take an hour out of the month and just get to know them. But when I end those meetings, I tell folks all the time that, you know, we're not perfect. My door's open. Come see me. If we do something that we shouldn't have done, or we said it in a way that we shouldn't have, come talk to us because we don't know if you don't tell us. And so I would say that culture is very important in a business. I didn't even know what the word culture meant probably 4 or 5 years ago. I didn't really understand it. I thought you just went to work and you busted your butt until you got the job done. And again, I didn't really understand it. And we hired a couple of people that really brought culture to our organization. And so I would say, you know, as far as attracting and retaining talent, we're better than the average company. We still have room to go. One of the things Vistage will teach you, and I've only been in Vistage a little over almost two years, is if you're not willing to always learn and get better, you're just going to get passed by. And so when people say, Well, how do you know how you are doing? And in the employee area, I always tell folks, I think we do a fabulous job. But, you know, there's always that room to go a step higher. Andi Simon: Particularly since the folks you're hiring are all coming from an age at a different time. They've had different experiences, you know, and the Google search for culture and culture change is has been going up like this for a couple of years now, something we specialize in because people don't know, as you're saying, what is it? And if you have a toxic one, you don't even know why…

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    Julie Barlow and Jean-Benoit Nadeau—How To Be A Successful Freelancer? Rather Than Working Harder, Work Smarter. Nov 27, 2023
    Show notes

    Learn how to be your own boss and the power of saying no Those of you who are wondering whether it's time for you to leave that corporate life and start your own business, you're going to love my guests today, Julie Barlow and Jean-Benoit Nadeau. They're freelance writers and translators and the authors of the new book Going Solo: Everything You Need to Start Your Business and Succeed as Your Own Boss. Many aspiring entrepreneurs have plenty of skill and passion but don't have a sense of how to run a business, which makes their advice so valuable. Are you an entrepreneur or solopreneur? You really should listen in. Watch and listen to our conversation here According to Julie and Jean-Benoit, a good business plan is basically six questions: 1. What do you want to do? 2. Why do you want to do it? 3. What's the market? 4. What price do you want to offer? 5. What will you bring to people? 6. What's the purpose, the "what for"? To connect with them, visit their LinkedIn page or their website. Want to learn more about what makes successful entrepreneurs successful? Here's a start: Blog: 10 Qualities To Drive Your Success As A Female Entrepreneur Blog: The 5 Things You Need To Know To Successfully Scale Your Business Podcast: Marsha Friedman—How A Woman Entrepreneur Took A Little Idea And Turned It Into A Big Business Podcast: Sharon Cully—Great Ideas to Help Entrepreneurs Gain Time and Success Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights My third book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-written with Edie Fraser and Robyn Freedman Spizman Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. I'm Andi Simon, I'm your host and your guide. And remember, my job is to get you off the brink. So I want to bring to you people who are going to help you see, feel and think in new ways. You know, and this is always my starting speech, because what I want my audience, whether you're watching or you're listening, is to learn something new. And the best way to do that is to see it and feel it and begin to get the stories from someone else who has done it and say, Oh, I can do that too. So today I have a wonderful couple here to share with you their story and a new book. Let me tell you about them. Julie Barlow and Jean-Benoit Nadeau are the authors of Going Solo: Everything You Need to Start Your Business and Succeed as Your Own Boss. So those of you who are out there wondering whether or not it's time for you to leave that corporate life and start your own business, or you're already starting the business and want to know how to succeed at business, or you're really thinking about, I don't know, going back into business, it's a good time to listen in and think about your own purpose and passion and where you could really have a great trip. They are prize-winning authors and journalists. The husband and wife pair have been running a freelance writing business for over three decades. Look at the books behind them. I just love books and so many folks have no books. And I'm a book author and I love books. They've spoken across Canada, the US, Europe and Japan. Their work has appeared in The New York Times, USA Today, The International Herald Tribune, France's L'Express, and more. They've published 15 books, written over a thousand articles, won more than 30 journalism and literary awards. They're avid travelers, they've lived in Paris, which I love, where John Boehner was a fellow of the Washington-based Institute for Current World Affairs. They've been to Toronto and Phoenix, where Julie was a Fulbright Scholar at Arizona State University. They're trilingual in English, French and Spanish, and they are based in Montreal, where they live with their twin daughters. I've told you enough. It's enough for you to see that I got somebody really cool here for you today, and they're going to help you. Just like I want to see things through a fresh lens. Thank you, Jean-Benoit and Julie, thanks for joining me. Jean-Benoit Nadeau: Thank you. Thank you very much for having us. Andi Simon: Now Jean-Benoit has told me I can call him JB. Tell us about your own journey. It's one thing to read a bio, it's another thing to begin to think through, How did they get here? Why this book at this time? You certainly have written lots. Jean-Benoit, would you like to start about your journey? Jean-Benoit Nadeau: Okay. I began as a writer in 1987. As a journalist. I'd done some theater before that. I'd studied engineering, decided in the end that I wanted to earn a living writing, and began as a writer. And since I was not that employable because I had no experience, I started freelancing, which was my destiny as a creator. Anyway, I realized later that a couple of things went well. I got my degree in political science, and was freelancing, meanwhile, and in 1993 things were going well and a magazine in Montreal offered me a job. I took the job and I was employed 29 days and I quit. That's when I became self-employed by choice. My father is an engineer. He had his own consultancy, which became quite large eventually, but he was an entrepreneur, and he's the first person who told me, because I was telling him, I have no job, What am I? Oh, he said, you're self-employed. Oh really? He said, Yes. I know what it was. Andi Simon: Bravo to your father. Jean-Benoit Nadeau: And then we discussed frequently until he became sick at the beginning of the middle of the year 2005. He was a good mentor. He mentored us a lot. And we realized quite early that a lot of the problems we were going through were the same that he was going through as an engineer. Aside from writing, you know, how do you negotiate? How do you manage without losing time? How do you finance your business and all these things? And I gave seminars first for journalists because I had a certain amount of success as a writer. So I was giving seminars to journalists. And then in 1997, I published a book which is the original version of the book in French for the Quebec market. And I started giving speeches in Chambers of Commerce and associate trade associations and realized that I was right on the advice that we had developed, because I was already partnered with Julie. So the advice that we were developing applied to everybody who wants to be creative in their work, really. And then we never had good success. We sold like 30,000 copies of the book in the tiny Quebec market and in French. And Julie said at one point, That book is absolutely translatable. So we got the rights back from my publisher and she translated it, and here we are. Julie Barlow: So I had been thinking for years and years of translating it, but just got buried under other projects. My writing career began much like jazz. I stumbled into it, began writing music, music reviews when I was in university. And I lost my confidence. I didn't come from a background with a father who was an entrepreneur. I didn't come from a business background at all. I didn't even know you could really make a living as a writer. Andi Simon: Aha. Julie Barlow: And that's not unusual in our field, you know, for people to have a skill and develop it but not have any sense of how to run a business. So I finished my education, finished my master's degree, and then just started out. And, nevertheless, even with that help that we had, there's a number of skills you have to really develop in order to make your passion into a business. Basically, I felt very fortunate to have your dad. And of course, we developed our own, our own by trial and error. And over the decades we developed our skills and our tips, and I was very happy to translate the book. We have two editions of it: one for the United States and one for Canada. And it's just great to share with others, not just creative people, but people who want to live their passion. They want to do what they want to do. They want to leave a job, start out fresh, out of school or whatever. There's just some basic things that you need to understand to make it work so that you don't get drowned in frustrations. Andi Simon: You know, it's interesting while I'm listening to you. So I'm in business 22 years now, and I launched my business after being in corporate as an executive in two banks and as an executive in two hospitals. And prior to that, I was an anthropology professor. I got my tenure and I was a visiting professor teaching entrepreneurship. And I was on a journey because I knew I was an anthropologist. I like to apply it among businesses that are going through change because people hate change. And I sort of helped them see, feel and think in new ways. But when I launched it after 911, my PR firm said to me, Oh, Andi, you're a corporate anthropologist who helps companies change. And I went, Bingo. And so in a sense, he defined my passion, my purpose, the why. Then the question was, how? And I did what I used to do anyway, which was start to have lunch with people, you know, never eat alone. We started to network and network and network. And next thing you know, I had a half a dozen clients and I went, Oh, this is fun. This is free. And I'm having a great time being me. And I do think that part of the passion and purpose is knowing who you are, not just what you do, but it's sort of my story. I want to go back to yours. When you began to help people through the book, let's talk about a process, a way of thinking. Because remember, we live the story in our mind. And so now the question is, typically the people who are going to read this book, what kind of story, what are they trying to do? Give them the wisdom and the lessons learned that you have. So the book complements it in some fashion. Who would like to start it? Jean-Benoit Nadeau: I think that a very important moment in the process of thinking of ourselves as entrepreneurial was the realization that it's so hard to change. And as an anthropologist, you'll understand. Historically, people used to be all self-employed. And the people who were employed were at the bottom of the scale. They didn't own their means of production, and they were at the bottom of the scale. And around the 19th century, that scale shifted. The people who were employed moved up socially, and it became a goal of education to have a job. We all went to study in order to have a job. We don't say to people, Study well, you're going to have your own enterprise. We never say that to kids. We tell them to study well, you'll have a job. So then I realized I will never have a job. What am I going to do? Well, I'm going to have work. Yep. So that's what self-employed is. You don't have a job, but you have work and you don't have a boss. You have a client who is your equal because you are your own boss and you don't have a salary. You have income which you build. But you see, it took me about 4 or 5 years even to send a bill to my clients because I thought it was pretentious. I'm sorry, I was an artist. I was a writer. I came from the theater. So at one point they would look at their books and say, Oh, we haven't paid this guy, so let's send him a check. That's how I was paid. So of course, that was the big moment of understanding that that's too much work. I don't have a job. Andi Simon: So, you know, Julie, I'm going to let you pop in, but I want to just set the context because I've been coaching some young women in their 20s, some are graduating from college, some have graduated and have had a couple of jobs. But I'm not sure that they know who they are, what they're doing, or why they're doing it. But I will tell you that the education in college makes them seem as if they're fully competent at something. They just don't know what that something is or where to find a company that wants their something. And I'm disturbed at the disconnect between their job, work, passion, purpose. Julie, your turn please. I didn't want to cut you off, but I wanted to set the stage. Julie Barlow: One of the big places where you see this problem of flipping from feeling like somebody's in control of what you produce and what you do, comes in negotiating, which is something we talk a lot about with writers who tend to think there's a system that they fit into and there's a certain amount that they will get paid. And they tend not to think that they're in the driver's seat. And so they get exploited. And one of the big problems is that people who, and you see this sometimes when people who leave a job to start working freelance, they just think of their clients as their bosses. And they even use that term. They say well, the boss says, the bosses, and they don't start from a position of power, which is that they can sell or not sell, and sometimes it's just worth walking away. I mean, I have this discussion with fellow writers a lot. There are clients who are just not good clients, and they're hurting you and they're not paying you fairly and they're wasting your time. You could be using your means and whatever it is you sell or produce to make money from somebody who appreciates it, you know? So one of the big things is avoiding bad clients and learning to say no. So we have a little section in the book of 16 Ways to Say No. It's very popular with people. You have to learn when to say no and how to walk away from things. And sometimes saying no is what really radically, suddenly improves your condition. I mean, you need to be able to do that. It's tough for people. Andi Simon: Well, it's interesting because I remember my first client who I said, "I'm really not good for you and you're not good for me. So I think you should find somebody else for your sake." And I remember that feeling of freeing myself, but allowing them to be free of me as well, because we were simply not going to make it. And it was for your sake. And I'm sure that because it was a perspective that it wasn't my problem but for your benefit, it's time to go. But I've learned that no is a good word. Julie Barlow: Yes, it is a good word. And it can even bring a bigger yes at the end of the day from somebody else. I recently, last year, said no to a really, really what could have been a very lucrative writing contract with somebody that I just knew we were not a good fit. You know, you have to, and we talk about this as well in the book, you have to explore fairly carefully with your client. Make sure they understand what they're getting, make sure they understand what you're giving them. Yes, you're on the same terms. Things have to be clear from the beginning or you have problems down the line. And I just could not get through to them. We just could not see eye to eye on the thing. But, we left on good terms and I said, I'm sorry, I'm just not going to do this anymore. The word about what I had done with them traveled back to his literary agent which came back to me in the form of another book contract. So I absolutely understood what I did. But, you know, these are the lessons that you learn as a business person, clients' expectations. And again, it's the boss-client mentality. You have to take the time to make sure that you understand their expectations and that they understand what they're getting or you just end up with…

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    ose Fass—What If We Could Truly Progress As Humans, One Conversation At A Time Nov 13, 2023
    Show notes

    Ask yourself, how open are you to hearing an alternative point of view? As I am always saying, the times are changing, fast. From global unrest to polarizing politics to toxic company cultures, everybody is having a challenging time talking to each other. To help us have better conversations so we can move forward together, I bring to you Rose Fass, a wonderful woman who will help us think about the conversations we're having and how to turn them into powerful growth experiences. I interviewed Rose for this podcast in June of last year and what she said applies so strongly to our world today that I wanted to share her thoughts with you again. As she says in her book, The Chocolate Conversation, conversations become who we are, what we hear, and how we build relationships. A lot to learn here. Listen in and please share. Watch and listen to our conversation here To connect with Rose You can reach out to her on LinkedIn, Twitter, Facebook, or her website, or you can email her at rose@fassforward.com. Want to communicate better and more effectively? Check out these 3 podcasts: Monique Russell—Why Is It So Hard To Communicate? Imogene Drummond—How Can A Brilliant Artist Show You How To Communicate Effectively—Online? Nadia Bilchik—How To Master Communication In A Virtual World Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights My third book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-written with Edie Fraser and Robyn Freedman Spizman Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. Hi, I'm Andi Simon. As you know, I'm a corporate anthropologist, and my job is to help you see, feel and think in new ways. And for our podcast, I go looking for people who can help you do that as well. Our job is to get you off the brink. But unless you can see things through a fresh lens, begin to understand them in a new way, you get stuck, or stalled, or you know what you know, and your brain doesn't really want to change anyhow, thank you very much, please go away. I'm happy where I am. But today, the times are changing. We are in a world that is full of turmoil, everywhere, of all kinds. From COVID, to the Ukraine, to what's going on in corporations, everybody is having a challenging time talking to each other. And so I brought you today a wonderful woman who's going to help you think about the conversations that we're having, and how to turn them into really growth experiences. The whole world is a conversation. We're having a global conversation right now. So today, we have Rose Fass here. Rose and I met fortunately, serendipitously at the Westchester Business Council, where she was presenting an absolutely brilliant presentation. And she's going to share some of those insights with you. It was really so touching. I said, Wow, can I share her with our audience as well? Now, the Westchester Business Council is a marvelous organization. You have no idea how many people I've met there, it's a really cool place. But each time I meet somebody and want to share them, they add some dimension to our day today. Let me tell you a little bit about Rose and then she'll tell you about her own journey. Rose knows, as she says, how to use her unique gift to take a mess and quickly put it in place with effective steps to teach desired outcomes. Interesting, isn't it. So she loves to change as I do, and like me, is a culture change expert. She's a natural facilitator who connects with all types of people at all levels of an organization, from the C-suite to the people closest to the work. She has over 45 years of experience in technology and consumer-based industries. During her career, Rose has opened businesses in the United States, has been a general manager with full P&L responsibility and led major corporate transformations. She was a chief transformation officer at Xerox and she's going to tell you a lot about some of her learnings and why at this point she's ready to help others do all kinds of transformation. These times, they are a-changing as Bob Dylan told us in the 60s. Rose, thank you for being with me today. Rose Fass: Thank you, thank you so much. And it's interesting that whenever I hear my bio, I have to smile a little because I go back to being this little kid in a very small neighborhood with a group of young Italian girls like myself just walking around and trying to figure out what it was that we were going to do when we grew up. So the interesting part about all of this is, I run a company right now called fassforward Consulting Group. And it's probably the culmination of everything I ever did at Xerox. Later I went to Gartner with the now CEO of ServiceNow, Bill McDermott, and then met my colleague and partner there, Gavin McMahon, and we started this about 21 years ago. And I still feel like I'm a student of the subject that I talked about. So I want to bring myself into the room as little Rose, so you know who I am. Then we can decide whether any of us are a big piece of stuff, or we all buy into this world with our brilliance and our muddy shoes. So I used to live in East Utica, New York. That's where I was born, on Ruptor Street, and we had a four-room cold water flat that my dad worked very hard on, kind of getting it to where we would have hot water or mom wouldn't have to boil it on top of the stove. Believe it or not, I'm 72 years old and I can actually think back to those days very fondly. But my claim to fame was I lived down the street from Annette Funicello. All of you young women, she was on the Mouseketeers and we were just all a bunch of Italian girls who could dance and sing and we were all cute. And we just could not understand why Annette got discovered by Walt Disney and ended up in Hollywood and we were left in East Utica. So for many, many days, I walked with a group of Italian girls home, complaining, whining, saying bad things and being green with jealousy. I remember this one day, it was unusual because it was early spring, and if you know anything about upstate New York winters, they're horrible. But the weather was nice and I saw my dad picking dandelions out on the front lawn. I went up to him very quietly, because I just wanted to scoot by. My father was a World War II Marine, a published poet and conversant in all the Romance languages, so he was a very interesting guy. I remember walking by and him saying, "Rose," and I halted. I turned around, this little nine-year-old looking at him, and he said, "What do you see?" And he held up the dandelion. And I thought, Oh, God, I don't want to do this. This philosopher, I don't want to do this. And I said, "I don't know Dad, I see a dandelion." And he said, "Yes, darling, but I want you to look wider. I want you to look deeper. I want you to look beyond just the dandelion." And he looked at me, and I said, "I don't know Dad, what do you see?" I think at that point, I had learned how to be very good at rhetorical responses, especially when I didn't have an idea of what to say. I was so down in the dumps that I just didn't have the energy to get into it. I usually did, because I think for my dad I was the one that appreciated poetry and philosophy. So he looked at me and he said, "Darling, I see the end of a long winter. I see the dawning of a new season. I see lovers walking hand in hand exchanging silence. I see children picking these out of the lawns and handing them to their moms to put them in juice glasses on the sills as a means of saying I love you." And I looked at him. And I said, "You see a lot, Dad." And he said, "Rose, soon this dandelion, this beautiful expression of spring is going to become a weed, and we like many homeowners are going to go to the nurseries and we're going to get the stuff that will take it out of the lawn because we want to rid ourselves of this one beautiful expression of spring that's now an ugly reminder of cleaning up the yard." And I looked at him. He said, "Because soon honey, the beautiful flowers are going to come along, the irises, the tulips, and yes, even the roses. But the beauty of the dandelion is not in its first expression of spring, it's in the root, because it's resilient. And all of us know that no matter how much we hack at them next year, they come back double fold. We named you Rose, but roses are fragile. In your heart, you need to be a dandelion." That is my signature story. I remember that day of standing there on that little patch of lawn and crying in the arms of the Marine and in the arms of the poet. And for whatever reason, letting it all out and feeling like I may be enough. I didn't think I was but maybe I'm enough. And I think we women struggle with that. And so for the rest of my journey, I have reminded myself that we get kicked around, and we get hacked at. And we just have to be resilient. And so today, I think that's probably more true than ever. And it has held me together for many, many years. Andi, so I want you know who I really am, the little rose, the woman who became who she is today, and that I am a combination of all of those beautiful moments when you learn through pain. Andi Simon: Now, by saying that, I guess I visualized that scene with your father was exhilarating, maybe painful. But he was imparting to you wisdom that's really hard to come by otherwise. Who else would you trust to listen to that way? So you may have cried but I have a hunch he had a long term impact on the way you see the world. It's all of the implications and the meaning that it has. Am I right? Rose Fass: The Marine, unlike the philosopher, said, One rule for my two brothers and me was to be up by 0600, ready for company. Every day of my life, I am out of bed by six o'clock and I get dressed no matter where I'm going. My hair is combed. I've showered and am presentable and so are my brothers. And in his mind, it was the "ready for company" meant a lot of things. Were you ready to be gracious? Were you ready to be approachable? Were you ready to be aware, conscious, willing to help? All those things culminated in that one little statement: be up at 0600 and ready for company. And I've kind of never forgotten that. Today, with people working remotely, I noticed they get on the camera, and oftentimes, they'll take the camera off because they're not camera ready or they're even in sweat pants, and they're looking draggy. And when you don't feel good about yourself, it's hard to feel good about life. Yes, and we're living in a time when I think more than ever we have to bring our best selves to whatever we're doing. Because it's going to get harder before it gets easier. I really believe that. Andi Simon: You're making the important point about our best selves. And I want you to talk a little bit about the career that you had because we could stay on your lessons learned in your youth a lot. But the best self is a very interesting concept. We are working with a lot of women as coaches, and they are successful, but not happy. They have a position or are partner in a firm. They've got degrees, are financially successful and they're asking, Isn't there more? We talk a lot about who am I? What's my purpose? What's my best self? So a little bit more about as you got into your career, you began to carve out an area around transformation. Sounds like your father became living in these companies a little bit further. Rose Fass: By the way, Andi, you talk about youth. I often relate to men in the work that I do. I tell them there's no more important person in a young woman's life than their father. Mom plays a role but Father gives them the sense of validation and approval of who they are as women. And I think that's critical, just as mothers help their sons become more approachable and more yin and yang. So for me, my early career after I got out of Boston University, I started at Saks Fifth Avenue in an executive training program, and I had two mentors. I had Jan Edelstein, God rest her soul. She was very gypsy-ish, wore all these crazy skirts and crazy glasses and lots of bangles. But knew Judith Leiber, Bottega, every possible fashion brand you can think of in accessories. I was her assistant and I was also assistant to the blouse buyer, who was Miss Janet. And I'm not kidding. Little bow, little glasses like a librarian, always in the black pencil skirt, white blouse, buttoned to the teeth. They could not have been more different. Jan told me to have to learn how to be creative and every bit of data and information you need to make good sound decisions. But let that be one data point that I want you to go with your gut when you feel you know how your experience is and how something speaks to you. Then I went up to Judith and she taught me the process. And it was so procedural. I remember taking an inventory where every single blouse had to be counted. And in those days, these departments were massive. And I walked around and I was spinning. And I was trying to take a few little shortcuts. And she said to me, "Miss Maysa?" (my maiden name) And I said, "Yes". She said, "You are not to take shortcuts. You will one day take shortcuts but that will be after you learn the long way home, and I'm going to teach you the long way home." The unique part about this was that Jan and Judith were really good friends. They could not have been more different. But they understood each other in their own way. And neither of them really took shortcuts. Most of them understood what it meant to take a long way home. Years later, working with young people and trying to get them to understand that there are steps to getting to an outcome that doesn't just happen because you wish it so, I would say to them, "You are taking shortcuts. You can't do that either. You learn the long way home." And here's the long way. It's like doing math in classes; you do the long version, and then you can get to the quick answer. So for me, my whole career has been pretty much about working in data areas that required both my gut and my ability to be disciplined. Andi Simon: Very interesting. I grew up in the retail business. I was supposed to take over our family firm. A very big store in Manhattan, a department store in the old family model. And I was being trained to take it over. As I'm listening to you, I vividly remember trips to the market with my grandmother and my mother to go buy. I remember saying to my grandmother, "How do you know what to buy?" She said, "Well, Andrea," (I remember her voice so well) "1/3 will sell full price, 1/3 will sell on sale, and 1/3 will walk out the door. Now if we're good, we'll have enough money coming out of that to pay bills and do it again." And that's my vivid memory, being taught that. I remember putting blouses on the hangers. You were counting the blouses. I was putting them on the hangers with Leo in the basement. Rose Fass: Oh, yeah. Oh, yeah. We did it all. I remember Judy Garland coming in to buy a Rosanna sweater. Oh, no, I'm really dating myself here. But Rosanna sweaters were weaved in such a way that it was a staple in every woman's closet. And in those days, believe it or not, women wanted to be a size 12. They wanted to be curvy, and terrific. So she came in emaciated. And she ins…

    Full show notes at the publisher

    Michele Bailey—Hear How Gratitude Can Change Your Life And Your Business Nov 06, 2023
    Show notes

    Learn how to get treated the way you want, at work and in life Michele Bailey, a remarkable woman and my podcast guest in June of last year, is on a quest: to help her clients make gratitude integral to the way business is done. Little wonder that her book, The Currency of Gratitude, focuses on the power of gratitude. As Michele tells us, gratitude is also about creating a healthy culture at work so people feel connected and support each other. As a culture change expert, this is right up my alley, which is why I wanted to bring you Michele's insights again. Listen, learn, and feel free to share via social media or forward to a friend. Watch and listen to our conversation here The power of gratitude can be life-changing A true trailblazer, Michele Bailey was a driving force in bringing the first Women Presidents' Organization (WPO) chapter to Canada and currently sits on the WPO board as its international representative. She also is committed to supporting entrepreneurs in the underrepresented diverse and inclusion fields. Want to connect with Michele? Reach out on Linkedin, Twitter, Facebook and either of her websites: My Big Idea or Blazing. Need more gratitude in your life and your business? Start here: Blog: Time to Add Gratitude to Your Life—And Your Company's Culture Blog: 5 Ways You Can Find Happiness And Joy In These Turbulent Times Podcast: Richard Sheridan—How To Lead With Joy And Purpose! Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New Heights My third book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-written with Edie Fraser and Robyn Freedman Spizman Our website: Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Welcome to On the Brink With Andi Simon. Thanks for joining us today. My job, as you know, is to be your host and your guide. What I want to do is get you off the brink. I want you to see, feel and think in new ways so that you can change. So I have with me today a wonderful woman, Michele Bailey from Canada. Michele and I met through the Women Business Collaborative, an organization we're both extremely involved with and very fond of, all of which is there to help women become the best that they can be. What I'd like to do today, though, is let Michele tell you a little bit about herself after I introduce her to all of you because her bio is beautiful. And I don't want her to shortchange you because it's really exciting. She's the founder of The Blazing Crew which is a brand and culture agency born out of her strategy-first approach to business. She has a flair for sharing stories, and a desire to enhance employee wellness while pursuing business goals. This is sort of interesting because as you listen to her today, you'll know that business isn't about selling things or making things, it's about people things. And the wellness and well-being of your people and their belonging is not to be underestimated. It is the differentiator that can take you and separate you from the rest. And she's shaking her head for those who are listening. And she's saying yes. Her advertising agency, Blazing, is turning branding inside out. Her My Big Idea and Employee Mentoring and Wellness Program is designed to propel individuals forward in their quest for personal and professional success. My Big Idea is a really cool one so it's delivered virtually or in person. And it's really uniquely designed for business owners, leaders and employees to address the challenges of work and personal life. And we'll talk today about that work-life balance, who is in the pursuit of what I've never understood. I'm an anthropologist, and I look at our society, and I can't quite figure out why life and work are different. So work life and life work. I mean, this is all kind of a blend of being a professional. Since the time my kids were three weeks old, I knew that there was a blend, it wasn't either or, there was together. It was who we were. So the difference and the balancing is a challenge, even for the guys. Michele is on a quest to get her clients to take one important step further, to make true gratitude integral to the way business is done. True gratitude, as you're listening or watching, we're going to talk a lot about it because gratitude is not inconsequential, it is essential to our well-being. So her passion for gratitude is contagious. And I think you're going to capture that. She has a new book out, and I'm so delighted to share it with you. It's called The Currency of Gratitude and was just published. And it offers a moving and straightforward guide to enabling business growth using gratitude as your currency, and you're gonna say, But I think gratitude is not inconsequential. Now Michele will tell you, she's a biracial woman and has faced her share of challenges. Her boundless energy and vision have earned her international recognition as a champion of women in business. She's a driving force bringing the first Women Presidents Organization chapter, the WPO, to Canada, and she sits on the WPO board as its international representative. I think you know enough about Michele to know that you want to listen carefully, and enjoy our time together. I shall thank you for joining me today. Michele Bailey: Andi, I'm so delighted to be here. Andi Simon: Well tell the listener who is Michele because you've had a journey. I can't capture it reading your bio as much as I have enjoyed it. So give us a little bit about your background. Michele Bailey: Thank you, Andi. First of all, I want to start by saying that I have lived in multiple states in different countries my whole life. It wasn't until I turned 18 that I landed in Canada with going to school and I have stayed here. So I'm a dual citizen. I'm an American, as well as a Canadian. I have lived in New Hampshire, Vermont, New York City, Michigan, and the island of Haiti. So I have quite a varied background. And I've experienced many cultures which have allowed me to be the woman I am today. And through this all, Andi, we're talking about gratitude. I have to tell you, because I never stayed anywhere long, it was really hard to make friends because people knew that I'd be moving and they didn't want to waste time on people that aren't going to be hanging around. So at an early age, I made gratitude my core. I learned to embrace each and every relationship that was put in front of me, whether it be for a season or a lifetime, because people mean everything to me. This fast forwards us to being in Toronto today. So to take a step back, I have an agency called Blazing. You might not know who we are, but you will certainly have heard of the clients that we have done work for the last 27 years. And to be a woman in this industry for that long is really almost unheard of because it's a dog-eat-dog world. It's a burn-and-churn business. People usually don't last longer than 18 or 24 months because you burn them out. However, Blazing has stood the test of time. And my average tenured employee is 11 years. Andi Simon: Wow. In today's world, that is amazing. Michele Bailey: And Andi, that is actually why people kept saying to me, how do you hold on to people in an industry that is just so burn-and-churn for the length of time that you do. And I will tell you, it's a few things. It's about creating an awesome culture at work. So people feel connected. They want to love and they watch each other's backs. That's the first and most important thing. It's also about appreciating and recognizing the contributions they bring, both as team members and as individuals, also very important. So I didn't know that Blazing was so special until people started saying to me, You don't lose your people. And all the people you get are through word of mouth. You don't have to use headhunters or you don't have to use hiring people. I said, No, it's all word of mouth. So that's what I was doing at Blazing. When people were asking me what I do differently, I thought, I do something differently than most people I know. I do things like setting up my goals, both personally and professionally every year. I am very clear with what I need to do, as a business owner, as a leader, as a mother, and as a friend. So what I do is, I actually broke down my life into nine categories. And this is what led to the evolution and creation of My Big Idea. My Big Idea helps people come up with their big idea. You can have work-life integration and blend. So Andi, I start every year by sitting down and answering 13 questions under reflection. What worked and what didn't work this past year. And because it's my homework for myself, I'm dead honest. Because if I'm not dead honest, I can't change, improve, or discard things that haven't been working for me. So I talk about things like, what was my biggest challenge? What was my biggest success? Who inspired me? And why? What do I need to let go of? Who do I need to let go of? Who do I need to allow in my life? Questions like that. So I start with reflection, then I go into personal goals. And I again have 10 questions I'm asking myself, and then I have a section in my workbook where I have to list at least one, but not more than three, personal goals. And it has to be about me, not my kids, not my family, it's got to be about me. I do the same for professional goals. I ask myself what I want to accomplish this year. Then I go into health and wellness goals. I go into finance and wealth goals. Then I go into relationship goals. Andi, when I created relationship goals, I never knew how impactful this would be. I actually asked people to answer the questions on relationship goals but did not set a goal. I need you to do an exercise called creating your support network. And in this exercise, I have people with professional careers, name a mentor or mentee, friends, family, and emotional support. I have a whole little grid and I start putting people's names in there. And then I look at that grid and I go through it. I have a little marker with two different colored markers, and I mark who gives me positive energy, who gives me negative energy and whose energy is neutral. So once I've identified and looked at my support network, then I go back and set my relationship goal for the year. And sometimes it gets rid of or creates strict boundaries around people who don't always want or wish the best for me. It's about keeping it real. Then I go into my refueling section. What do I need to do for myself to be the best version of me for me and everyone around me? And then I always end with my gratitude goals. I have a list and I just write people's names down. I write down the relationship to me, and what I want to thank them for. And in those relationships, aside from the gratitude goals, what I do is, I have six questions that if I answer them honestly, to the person I want to thank, I will change my relationship with them. The questions go something like this: You came into my life…, you bring me joy by…, you inspire me because…, I hope to add to our journey together…, and I want to thank you for…. I put those down, and then answer them in under five minutes. And that has impacted my relationships, both personally and professionally, like nothing else I've ever experienced. So Andi, this is why I now have The Currency of Gratitude, my book, by ForbesBooks. ForbesBooks came to me and they said, We hear you've got a different spin on gratitude. And I said, I do. And I said, please understand that I think gratitude journals are so important. And I think looking at each day, and seeing the three things you need to be most grateful for, is also very important. But I'm on a quest to teach people that if you push gratitude outside of yourself, you will have much bigger, better, stronger and sticky relationships with people in your life. So ForbesBooks said, Could you write a book about 50,000 words? I said, No, I could write in 30,000 words on how gratitude has changed my life and I hope to teach other people how gratitude can change your life. Andi Simon: So this is a journey you've been on. I'm fascinated with each step along the way. And as you're thinking about it, I'm just curious whether this has come from any kind of catalytic moment, aha moment. You know, when we were talking in advance, I said, The pressure to write a book comes from all kinds of places. Was there a particular thing that became other than ForbesBooks coming to you and saying, Would you write a book? Michele Bailey: And I didn't think it was time to tell the story. And I didn't even understand that gratitude was my brand. It was my Managing Partner, Eric Marshall, who showed me that gratitude was my brand. And it started because someone came and said, We want you to open a women's conference up in Toronto. There'll be hundreds of women there. We want you on stage to kick it off by talking about spending five minutes talking about a passion project, something you're passionate about. We want the audience to feel your passion. So I went to the office and I said to Eric, I'm going to kick off this conference. And I'm going to talk about work-life blend and integration through My Big Idea and how if you focus on those nine areas of your life, you will get clearer, and you will have a blend that works for you. So he looked at me and said, You're going to talk about My Big Idea. Yeah, that's your five minute passion. I said, absolutely. He said, I don't think so. I looked him and said, You don't think so? He said, Passion is what makes you come alive. He said, Gratitude is your passion. And he walked out of the room. I'm like, Who's he to tell me what my passion is? So you know what? I got up there. And he and I talked about gratitude. And when you do it from a source of abundance, when you have gratitude as your guiding north star, the world presents opportunities to you that you aren't even aware of. Andi Simon: So, Michele, for those who sign a gratitude diary, it's not the three things that you're grateful for each day. It's not sending a gratitude note. It's something different. Talk to us before we talk about the book. What is it that you found in the word gratitude that can flush it out for us, give it a personality beyond them. The tactical practical that we hear because this sounds like a life strategy, something that gives you richness beyond anything in particular, but something bigger and richer. Am I hearing you correctly? Michelle Bailey: Yes, and you are. For me, gratitude is about energy. Think of a ball of light. And when you give that ball of light to someone else, gratitude shows up in so many ways. You are giving energy to another person, and allowing them to receive something that you see in them. Too often, we are all so busy, we're racing. We just need to get through the next thing. When you have gratitude as an anchor, it allows magic to appear. And I'll give you a very short little story. Over the last two years, as you know, a lot of people have lost their jobs or resigned from their jobs, etc. There's a woman that I know in banking. I had lost touch with her for years, but I heard she had lost her job. And I didn't think anything of it. We'd lost touch. I got a call from her husband. How he found my number, my name, I don't know. And he called me up and he said, Michele, my wife is in a really b…

    Full show notes at the publisher

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