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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:
    326: Rohini Anand—Can Businesses Create Cultures Based On True Diversity, Equity and Inclusion? Aug 22, 2022
    Show notes

    Hear how to really live diversity, equity and inclusion This was a very special podcast with Dr. Rohini Anand, a global strategic Diversity, Equity and Inclusion (DEI) leader. A published author, Dr. Anand's new book, Leading Global Diversity, Equity, and Inclusion: A Guide for Systemic Change in Multinational Organizations, sets the stage for her own journey as a pioneer in DEI and a woman helping global companies transform their organizations, one person at a time. You are going to enjoy learning from Dr. Anand. Open your notebooks, iPads or computers and get ready to capture the innovations, the insights and the impact she is making, and which you can as well. I just love women who are changing the world! Watch and listen to our conversation here Rohini's 5 principles for truly bringing about DEI change: The first principle: Make it local. Global change has to be anchored in an understanding of the local context. It has to be rooted in the local particulars informed by the history, the culture, the language and mores of each place. The second: Leaders change to lead change. And we know very well that commitment from senior leadership is absolutely fundamental to ensuring that the DEI is sustained. The third: It's good business to institute DEI, and without a compelling reason for change. We all know 70% of change efforts fail. But there's reasons this sort of change narrative has to be congruent with the organization's purpose and how business is done. The fourth: Go deep, wide, and inside out. Organizations are interconnected systems that work in concert with each other. DEI needs to be infused in the internal processes and systems and externally, so you have to take a systems approach. And the fifth principle: Know what matters and counter. Metrics clearly provide a global framework, a cohesive narrative to spotlight problem areas and solutions. To be instruments for change, they've got to have the right metrics, and you've got to hold your teams accountable. To contact Rohini, go to LinkedIn and Twitter, email her at rohinianand1121@gmail.com and visit her website www.rohinianand.com. Want to know more about DEI and culture change? Start here Blog: How's Your Culture? Doing Fine Or In Drastic Need Of An Overhaul? Blog: How Storytelling Can Transform Your Culture And Energize Your Team Podcast: Kim Graham Lee—How To Build A Culture Where Men And Women Truly Support Each Other Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Businessand On the Brink: A Fresh Lens to Take Your Business to New Heights 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 your host and your guide. And I've started to tell people on our podcast a little bit more about me, because they keep asking, Who are you? So I'm a corporate anthropologist, and I've specialized for most of my career helping organizations and the people inside them change. And you must recognize that people hate change, your brains would just as soon I go away. But the podcast came about after my book, On the Brink: A Fresh Lens to Take Your Business to New Heights, was published and won an award. And my second book just won an award as well, Rethink: Smashing The Myths of Women in Business. I'm honored to be able to share with you my insights into how people can change, and particularly how corporate cultures must change. So today's guest is a very special woman. I can't wait to share her with you: Rohini Anand. I met Rohini through the Women Business Collaborative, where I'm a member, and she is as well. I read her new book, Leading Global Diversity, Equity, and Inclusion: A Guide for Systemic Change in Multinational Organizations. Rohini has a wonderful perspective. I'm going to tell you a little bit about her and then let her tell you about her own journey. But remember, our job is to help you see, feel and think in some new ways so you can do something. And the questions around diversity, equity and inclusion are profound. I cannot tell you how many CEOs have said to me, it took me three months to hire some people to diversify my culture. They only lasted three months. And I said, Okay, we have a bigger question here about what is your culture? And why should people belong to it? And humans want to belong. So here's Rohini's background. She is a strategic Diversity, Equity and Inclusion expert, highly sought-after board member, a published author and speaker. She is recognized as a pioneer in DEI (Diversity, Equity and Inclusion) and has been on the forefront of leading businesses through lasting change for corporations, not for nonprofit organizations and government agencies worldwide. She was previously senior vice president of corporate responsibility and Global Chief Diversity Officer for Sodexo. And under her leadership, the Sodexo brand became synonymous with leadership in diversity, corporate responsibility and wellness. And I have a hunch she's going to tell you a little bit about her journey. But I'm excited because both in her book and in her work, she's actually making things happen. And for all of you who are wondering, How do you make DEI happen?, you need to listen carefully because this is what's happening. And now the question is, how can we share it so you can do it as well? Rohini, thank you for joining me today. Rohini Anand: Thank you. I'm delighted to be with you, Andi. And looking forward to the conversation. Andi Simon: Let's begin, who is Rohini? What's been your journey? Share it with the listeners, they love the stories. Rohini Anand: Yeah, as you know, anyone involved in diversity, equity and inclusion work, this book is very personal for them. And my story is integral to who I am. I actually grew up in Mumbai, India, and growing up in India, almost everyone sort of looked like me. It is a country with a lot of diversity, many socio-economic classes, religions, ethnicities, languages, etc. I belong to the majority religion, Hinduism, and surrounded by others like me. I had the privilege of not having to think about my identity. So I moved to the United States as a teenager, and went to graduate school. And that really was my inflection point in my both literal and metaphorical journey. And I have to say that my identity shifted from being a person who saw herself as the center of her world to being a foreigner to being an immigrant to being a minority, and I was totally unprepared for that. So it was only when I was identified as a minority did I realize the privileges that came with being part of a majority. I was part of the majority growing up in India, but I had not recognized my privilege in that way. And honestly, I was unable to until I was perceived as a minority and I experienced things differently. So the realization that identity is situational is fluid and informs the research that I did for my PhD and still informs my work. So I would say that this vocation is very personal to me, understanding what it means to be perceived as a minority, as an outsider, is very much at the heart of diversity, equity and inclusion work. And I am fortunate that my vocation and my avocation are perfectly aligned. So it's a little bit about my journey to the work that I do today. I continue to do this work. You're right, I worked for Sodexo for 18 years. And we were hired from Sodexo in 2020, just before COVID hit, was the time to write my book. And since then I've been doing booktalks, strategic coaching and advising, and I'm on several boards, but I continue to do this work that's so meaningful to me. It is part of who I am. Andi Simon: Well, being who you are, when you were at Sodexo, I have a hunch you explored and learned a great deal about the challenges of building a diverse culture, particularly a global one. Now is that a good place for us to start to talk about the learnings that went on there because it was very profound. You went from India, I've been to India, it's quite a complicated place. And coming here, discovering a culture that had a different attitude, different values, everything about you being here was different. And somehow you had to find a way of belonging, and humans want to belong. Some of the insights that came from the Sodexo experience would be really helpful, I think, to our listeners. Rohini Anand: So Andi, when I joined Sodexo, there was a fairly serious lawsuit. And I didn't quite understand or really recognize the seriousness of that lawsuit until about six months after I was hired, when it was certified as a class action lawsuit that was settled for over $80 million. It was a discrimination lawsuit filed by African Americans in the company. And I share that because you know what I say in the book, and the journey really was from class action to best in class. So that was the sort of situation that I stepped into. But with the support of leadership, we were able to change the culture around and became known for leadership and diversity, equity and inclusion in the United States. And then it was a question of scaling this work globally. So what I found was that doing this global DEI work is very complex. It's very dynamic. There's no checklist, there's no playbook, I don't even think any best practices are adequate. But there were these five principles that showed up each time when I did the work that are absolutely critical. And they provide a true line. Each of the principles is simple. It's a simple statement. It's based on my experiences, but also experiences of my colleagues who've done the heavy lifting in their organizations. They're simple, but they're disruptive. And they don't provide any sort of standards, the plug and play templates based on what's worked in the US, because that's been a foundational mistake—to replicate what works in one part of the world, in other parts of the world. So these principles can be applied with sensitivity to any culture, and really empower global leaders to develop their own solutions, not to mimic any one experience, but really develop their own solutions. So the principles are, and this is what I think is absolutely foundational in doing this culture change work, because it is about transformation, it's about culture change. The first step is make it local. And global change has to be anchored in an understanding of the local context. It has to be rooted in the local particulars informed by the history, the culture, the language and mores of each place. We have to consider the power dynamics, identify those that are the subordinate and not subordinate in dominant groups, identify how identity is defined, how it's expressed. But understanding doesn't mean accepting the status quo. Because outside influence can be cancerous for change. They can raise issues that those within a culture may not be able to see. Like, I was not able to see my own privilege, because of power dynamics. But this works best when local change agents are empowered to partner with outside influencers. So it's about pushing the status quo, disrupting and pushing for change, but doing it with an understanding of the local context. The second is what I call leaders change to lead change. And we know very well that commitment from senior leadership is absolutely fundamental to ensuring that the DEI is sustained. And when leaders embrace the DEI with authentic purpose and passion, the organization goes from performative action to sustainable progress. So leaders really need to internalize the benefit of doing it to themselves personally, and to the organization, that often requires the destruction of their worldview, and the painful work of introspection. And this happens often through stories, not necessarily data. But I think it's important as leaders do seek out these disruptive experiences as they take ownership of their own learning, and be mindful of the toll that it takes for people with those lived experiences to share the experiences again and again and again. And so it takes leaders who intentionally prioritize the DEI as they would any other business imperative. So that's the second principle: leaders change lead change. The third is: it's good business to, and without a compelling reason for change. We all know 70% of change efforts fail. But there's reasons this sort of change narrative has to be congruent with the organization's purpose and how business is done. The fourth principle is: go deep, wide, and inside out. And that really speaks to the fact that organizations are interconnected systems that work in concert with each other. And DEI needs to be infused in the internal processes and systems and externally, so you have to take a systems approach. And then the last one, the fifth principle is: know what matters and counter. And metrics clearly provide a global framework, a cohesive narrative to spotlight problem areas and solutions. And to be instruments for change, they've got to have the right metrics, and you've got to hold your teams accountable. So make local leaders change to lead change. And it's good business to go deep, wide and inside out and know what matters. These five principles I think are absolutely critical to any change. Andi Simon: Well, I love your principles. They are very much congruent with the culture change work that we do. But there are some things I'd like to dig a little deeper into, because the leader changing the way they see diversity, and equity and inclusion are essential. They're the leader. The question is, how do you get them to change? Remember, we live the story in our minds. If we don't collaborate with our mind, our mind does exactly what it thinks we want it to do. And so the research on the mind is so compelling. Now, the question is, how do we get leaders to change that story, so that it isn't the outsider who you're bringing in sort of gratuitously, the outsider is essential to the growth of the organization, and how we now build a culture where we value that diversity as opposed to want to eliminate it, or control it or put it into a certain box. The thing that always worries me, having been an executive in two banks, you said you tend to bring in the diversity and put them into buckets where they belong. And they were sort of a stereotype of what kind of jobs they should hold, and where those people should be. And that by itself wasn't diversity, or equity or inclusion. It was a different way of building mosaics, which wasn't particularly good. Share with us. And I'm particularly interested in, How do I start with the leader? Because I think that's where we have to start. Rohini Anand: You're absolutely right, we do have to start there. Let me share two quick stories. So you know, one story is about a particular leader who mentored a woman who is part of the organization, and she managed high security facilities. And after mentoring her, he came to me and he said, "If you had presented me with two candidates, a male and a female, and asked me to hire the best qualified candidate for a high security facility, I would have chosen the man because you need an aggressive, assertive leadership style. So it's a dangerous environment, I would never have chosen the woman." But he says, after having mentored this woman, who's extremely effective, "She has a different leadership style. And she is very effective. She gets the assignment. I will never let an unconscious bias impact my talent decisions again." So I think that's the story of basically providing leaders wi…

    Full show notes at the publisher

    325: Maria Lizza Bowen—Do You Feel Stuck? Time To "See, Feel And Think In New Ways" Aug 15, 2022
    Show notes

    Hear how to see through a fresh lens, then embrace the new Today we have Maria Lizza Bowen, a scientist and Oncology Clinical Development Director with almost 30 years in the pharmaceutical industry. She has a new book that came out in March that I found very interesting: Reflect: A Perspective on Understanding Your Reality and Becoming Unstuck. If this sounds like something I would like, you are right. You will love it as well. Maria's message is so important: In just about any situation, be it a performance review or co-worker interaction, when you start to get nervous and feel "off," don't run away from it. Face it. Embrace it. Be vulnerable. And then maybe, like Maria, your whole life will change. Listen in, then try it! Watch and listen to our conversation here Some of the key themes Maria and I focus on There is no truth or reality. Our minds create stories, and those become our illusion of reality. We live those illusions as if they are the only options until something happens and we must change. Remember, people hate change. It makes our brains work too hard, so we flee the unfamiliar. We share ideas about how to see things through a fresh lens—and then embrace the new. What are you missing that is all around you? We talk about our filters that block out great ideas or experiences that just don't fit our realities. So what we are missing that could help us build that new sandbox? Gratitude. Maria and I both believe that gratitude is essential to your personal well-being. So, spend some time at the end of every day expressing your gratitude. Come along, and let's share a journey of discovery. To contact Maria, find her on LinkedIn or send her an email at maria.lizza@hotmail.com. Ready to embrace change, not flee from it so you can soar? Start here Blog: Now That You Have Your Crisis, What Do You Change? Blog: How To Thrive In Today's Crazy World? Make Change Your Friend Podcast: Rita McGrath—Don't Run From Change, Embrace It! Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Businessand On the Brink: A Fresh Lens to Take Your Business to New Heights 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. I'm your host and your guide. And my job is to help you see, feel and think in new ways so you can get off the brink and soar again. It's not a time when things are easy or simple. Fastest has become the new new. You've got to be really quick, agile, adaptive, and begin to see things that are all around you. Remember your mind fights you, it does exactly what it thinks you want it to do. And you don't ever see all the stuff that's happening here. It feels dangerous and unsafe. And that's really where you want to be going. So today, I want to help you do that. I have with me today Maria Lizza Bowen. She is just a fantastic woman with a great background and a new book. And I'm going to talk to you today about her book. Let me tell you about her and then she will tell you about her own journey. Her name is Maria Lizza Bowen. She's a scientist and Oncology Clinical Development Director. And you're going to say to me, "Really? So you're bringing her to us so we can help get off the brink as well?" Just listen carefully. She has almost 30 years of pharmaceutical experience. Her vast experience and expertise in a variety of disciplines is a real benefit for us on a topic that you probably aren't familiar with. She holds the knowledge in quality assurance in pharmaceutical manufacturing, clinical cancer research, program management, talent management. We have a very talented woman here with us today. She is very curious. It's so interesting. So many of my podcasters recently talked about curiosity, Patrick Van Gorder spoke about curiosity. The curiosity quotient has become invoked and it's truly very important, because we're all going through change. And so today, we're going to really look at her new book, as well. It's called Reflect: A Perspective on Understanding Your Reality and Becoming Unstuck. I'll say that again. Think about how timely this is. Reflect: A Perspective on Understanding Your Reality and Becoming Unstuck. And it's available on Amazon. It just came out and it's ready for you to go buy and enjoy. Maria, thank you so much for being with me today. Maria Lizza Bowen: Thank you. Thank you very much. I'm very excited to be here. Andi Simon: Tell the listener, who is Maria? And what's your journey? And how did you get to write a book. It's all sort of loaded on your own pharmaceutical and you're in cancer research, and I love the title. What's it all about? Maria Lizza Bowen: Well, this book is really about, it's very foundational. It's just about trying to understand what reality means to each of us. And how we can use that to our advantage to get out of a rut or just get unstuck, really. I've been in the pharmaceutical industry for almost 30 years. And I always thought I had two jobs. One is the work that I do every day. And the other one, I'm kind of a people scientist, I always have been since I was a little girl. And just constantly, I'm just fascinated with and always thinking about those things. Why are we here? I remember being four years old, just thinking about the strangest things probably most kids don't think about, like death. So I'm a clinical scientist, and also a people scientist. And that's why I wrote the book. I think going through the pharmaceutical industry is very intense, especially oncology. It really gave me a fabulous platform to understand people and how we all work together. And this whole business these days about what's right and what's wrong, and so many companies and work environments, no matter where you're at, everything's siloed. It's your perspective versus everyone else's. And I think that sometimes gets us stuck because we identify with what's going on outside of us, versus really connecting with what is meaningful to us. And so sometimes we'll do things because people expect us to do them versus doing them because we love doing it. I have to be honest writing this, I don't know why I did it. I think it was kind of in the car and so on, but it almost enriched what I did, what I do every day. I'm always a people pleaser and I finally admitted it, and an angry, resentful one. But nonetheless, someone who will go out of my way to help other people at the expense of my own needs. So I think a lot of my turmoil, it kind of caught up to me. Andi Simon: Knowing a little bit about you, and what you're telling us here, how did you get into the pharmaceutical business? What was your journey? Maria Lizza Bowen: Here comes my brothers, my brothers. I have four older brothers. The oldest one was in pharmaceuticals. And he introduced me. He was a chemist for probably a decade. And my first job was in molecular biology labs. So it was such a wonderful journey, all the way through. I worked in the lab for about a decade, or not quite, about eight years, and then got into clinical research. And within the first year of clinical, I think it was 2000 to 2001 or 2002, I ended up focusing on oncology. So I've been in that area of clinical research for a long time. And actually took a little bit of time and worked with my brother at one point because just a change, then I came back into clinical research. And that's what I'm continuing to do. I love it. Andi Simon: Well, I think that's really beautiful. And in the process, you decided you had a story to tell, because books are stories. So let's go into the story that you wanted to tell. Is this autobiographical? Is this data reflective? Give us some perspective of what you've captured in the stream tool there. Maria Lizza Bowen: So it wasn't exactly just one story. But it was more or less, everything going wrong in my life at once. My mom, she had Alzheimer's. Watching her progress, and just changing jobs, whatever was going on at the time, all these problems are popping up. And I'm like, Why me? Why is this always happening to me? I was so worried about what was going on in the outside. So I got through it, I survived, like most of us, right? And just as the years went by, every time I found myself in a tough spot, I got super curious and said, Why is this happening? And I think that's what led to it. The last time I was in a tough situation, a really tough situation, I saw things from a different perspective. I didn't make excuses, I didn't walk away from any opportunities or situations that were bad, I just kind of stuck there. And I just walked through it. And it was life changing. And by doing that, I was also able to help other people around me because you actually allow yourself to become vulnerable and that's really the key, that allowing yourself to become vulnerable. So an opportunity came up by accident, I took a chance. And someone contacted me to write a book, and I did it. And I realized that it was perfect timing, because your question, What is it about? There are definitely examples here, but it's really to help other people. It's kind of a self help book. And it's not a bunch of steps, although you probably can break it out into two steps. The biggest step is to just try and understand yourself better. And so I walked through what reality is and why it's not so reliable, our own reality that we create, as well as other people's, because their views and perspectives and fears and hurts and experiences and everything else that you know they go through, they project onto you and you do the same: you project your story onto them and you only see what you want to see, really. So whatever you're focusing on, that's what you're going to see. If you're giving advice to someone after you just went through a horrible marriage, you're going to tell someone that's looking to get married, Don't do it. It's horrible. Right? It's protective. And we have to realize that that's just not reality. You've got to go inside and see what it is. So there's no problem with taking information from other people. But take what you need and leave the rest behind. Andi Simon: Well, I'm really quite fascinated because we've learned from the neurosciences and the cognitive sciences that your mind does exactly what it thinks you want it to do. And that story in there is like a movie set that you live every day, that reality in your mind. But it's only an illusion of what reality is. And now the question you're saying is, rather than let others define you, you begin to understand who's inside. Can you share with us a little about the process of self discovery? Because I think this is really the essence of where you're at. Maria Lizza Bowen: Yes. So in my spare time, I love to read physics books. I don't know why, it's just maybe because it goes down to the basics, like, What are we here for? And for years, I had no clue what I was reading, I just kept reading, just fascinated, and also my mom read a lot, but she had tons of psychology books, Carl Jung, and all these different psychologists and self-help. And I think between that, and just being super curious, I really kind of pull from a bunch of different areas. It's not only what I do every day, and those experiences, but what I read about reality and physics. I think of Rumi, the 11th century philosopher. I never heard of him before. And just over the last year, he's been popping up a lot. And that influenced me so much. All these different pieces coming together made the whole picture for me a little bit more digestible. I was able to see things a little more clearly for myself. Andi Simon: In the process of seeing more clearly for yourself, and then sharing it with others, what have you discovered about yourself? Can you share it? Maria Lizza Bowen: So the thing that I think I really discovered about myself is, just focusing on what's going on inside and paying attention to your feelings is super important. Growing up after four boys, I was pushing it aside. Everybody probably thought I was crazy and emotional and all that stuff. But I thought I was pushing things away. And I used anger as a way of covering up hurt and pain. So I kind of pushed that outside of me. I love to be creative, too. But I have to go the science route. So I always kind of pushed the things that really came natural to me, pushed them away. So being able to be vulnerable, accept the things that make you happy, and look inside yourself and understand the triggers. Why are you being triggered by certain things? Just take a little bit of time to think about it, instead of running away from it, will get you so far. It doesn't even take long. It's just that focus, and we're all so all over the place these days. You know, we have the phones and the computers and everything at our fingertips. So we never take time out. You gotta take time out and think about your life. Andi Simon: I think that's very profound and very important. Now, as you're thinking about this, it's reflective, as your title is, going backwards. How was it intentional for going forward? How do you now build a life that is more reflective, more open? Where are your vulnerabilities? Can you share with us some of your perspective there? Maria Lizza Bowen: It's just really allowing myself to be vulnerable. I think one of the biggest things that really made a difference, I can relate the one example from the book. I was not in a good space, everything was going around, this was going back to the first conversation we had. Everything was going wrong. I wasn't myself at work. I was doing things to please other people, doing what I thought was expected of me even though my heart wasn't in it. And it's not that I didn't love what I was doing, I just was distracted. And it was time for my review. And my boss, who was really a tough boss, was not afraid to tell you what was wrong or who was around to hear and it didn't matter. And it was time for my review. I got in there and he just ripped me apart. He ripped me apart. And I thought to myself, What am I going to do? He's right, you know, I could have cried, I could have walked away, I could have made excuses, I could have blamed other people. That's a big one, blaming. So instead of blaming, I just stood there, and I listened to him. I actually listened to the words that were coming out of his mouth. And I surrendered in that moment and had no clue what I was gonna say, or how I was gonna respond. And he said to me, "What do you think?" And I looked him straight in the eye and said, "You're right. You're absolutely right. Can you help me?" He went from complete rigidity to like, a big snow puff, a big puff of kindness. His whole disposition changed. And he said, "I would be delighted. I would absolutely love to help you." And from that day forward, everything still going wrong, I was able to be myself in person, because there was nothing left, there was nowhere to hide. Allowing yourself to be that vulnerable, it's not hard. It's a choice. Andi Simon: Did you find that as he helped you, your attitude toward the job was different, that you were a sponge learning? Or how did your persona change as well? Maria Lizza Bowen: My focus changed. Instead of wondering, "What are people thinking? Am I doing this right?" I was just curious. I allowed that little…

    Full show notes at the publisher

    324: Jann Mirchandani—To Build A Great Presence Online You Must Begin With Your Website Aug 08, 2022
    Show notes

    Hear how to make your website your best marketing tool We're going to do three things today for my audience as you're listening in or watching. First, Jann Mirchandani will tell you about her own journey as a marketing maven. Then we're going to talk about what Google has done to change the way we search for what we want to buy or answers to what we want to know. For solutions to what you need, you start by asking Google. Have a physical ailment? You ask Dr. Google. Second, do you know why that is so important for your business and its image, identity, brand, presence and what you communicate in the marketplace? And third, what do you need to do to build a brand identity? How can you create the story you want for your business? If you have a company or want to start one, this is for you! Watch and listen to our conversation here Can Jann help you? I have known Jann Mirchandani for a long time, and she has built several websites for our clients. While she was speaking at a Westchester Business Council event, her panelists were talking about LinkedIn, Instagram and social media. I am sure that you may be worried about that as well. Jann focused on building a great website foundation for your social presence because without a good foundation you don't exist. Where should you focus if you want to build your digital presence? Listen in as Jann and I talk about something we believe to be an essential part of our personal and professional lives: how we show up online. How are you? If you want to contact Jann directly, you can find her on LinkedIn, Facebook and Twitter, or you can send her an email at jann@westchestermarketingcafe.com. And check out her own website Westchester Marketing Café. To know more about building a terrific website that will work hard for you: Blog: Terrific Websites to Empower Successful Women Entrepreneurs Podcast: Lisa Staff and Deevo Tindall—Social, Video, Digital: How Can You Build A Personal Brand Today? White paper: How Important is a Social Media Strategy to an Inbound Marketing Effort? Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Businessand On the Brink: A Fresh Lens to Take Your Business to New Heights 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. I'm your host and your guide. Can you believe it, this is our 324th podcast. We've been ranked in the top 5% of global podcasts and the top 20 of futurists podcasts. So to you, our listeners and our audience, I can't thank you enough for listening and sharing. And today I have a fantastic woman I want you to meet: Jann Mirchandani is a fantastic website designer, and understands the internet and the SEO of things. We've had her create several websites for our clients and they are fantastic. And it's fun to work with Jann because she really understands what Google has done. They've transformed the buyer's journey. The first thing you're going to think about when you have a need is to go online and search for it. And there is Jann's website waiting for you. Jann, thank you so much for joining me today. Jann Mirchandani: Oh, it's a pleasure to be here. Thanks for having me. Andi Simon: We're going to do three things today for my audience as you're listening in or watching. First, I want Jann to tell you about her own journey. You know how important that is to set the stage. Then we're going to talk about what Google has done to change the way we search, buy and find solutions to what we need. And why that is so important for your identity, your brand, your presence and what you communicate in the marketplace. Now at a Westchester Business Council event where Jann was speaking, the others were talking about LinkedIn and social and Instagram. You may be worried about that as well. But without a good foundation on your website, with your content, with your blogs, you don't exist. And the first thing someone will do if they see an Instagram thing is cool. So why aren't you thinking web first and that website is so important. Jann, thank you for being here. Jann Mirchandani: Pleasure to be here. Thanks for having me. Andi Simon: Tell them about yourself. Who is Jann? Jann Mirchandani: So I actually started my career back in the day, really, before websites were even a thing. In fact, it's just kind of a funny aside, I remember when I was in high school, and they brought in one of the first desktop computers, and I was like, I was never going to use that thing. And so I clearly can't say that I was very forward thinking back then. But obviously, over the many years, my actual career kind of started in marketing. In corporate, I worked for several large asset management companies back in the day. And then my company was merging with another company, and I was fortunate enough to get a package. And they actually became my first client. It was just such a funny kind of coincidence. My intention really was at the time I was working, to keep in marketing. I was sort of specializing in that. Back then, it was desktop publishing. So I started and then I started my family around that same time. It was very difficult to balance the two. So I really started changing my focus to working with smaller organizations and smaller businesses. And what I realized in fairly short order was that it was really the technology, it was really the internet of things, that businesses and small business owners were saying, "We really need to understand this. It's supposed to be the end-all and be-all and it's easy, and we should be able to get in here, but I'm afraid." And there's just really a dearth of experts to sherpa the small business owners and nonprofit organizations through getting a website up and running and all of that. So I really did a complete pivot and went all in on just the digital and website design. And I taught myself. I took what I had learned over a decade-plus of marketing, and then taught myself the technology. And that, to me, is really the beauty of it. It's that sweet spot between communicating your unique selling proposition and what makes you special, with also the nerdy, geeky things of how we can communicate that effectively online. That was sort of a not-so-straight path to where I got to where I am now. Andi Simon: Well, I bet you can also reflect out to our audience about what your clients are asking for or thinking about, and perhaps missing, because searches become the way people find things. I had a great client in Texas, he had a foundry and his clients stopped picking up the telephone. And the sales guys were having a terrible time getting inside to buyers who they used to use. And so when I went out to find out what was happening, Boomer buyers had retired and the 30-somethings didn't use the telephone. And they laughed. They said, Well, we don't pick up the phone, we go online, we go searching. And he said to me, That's how they buy now. I said, Yes, that's how people buy now. So that gives us a little of the evolution of both search and the web. Jann Mirchandani: You know, it's interesting, because I had a conversation not that long ago with a client that was very similar. He found me on Google, and wasn't anybody that I had any experience with. He says, "I'm not getting any phone calls. I'm not getting any inquiries from my website, what's going on?" And I went in, and sure enough, he wasn't getting found on any of the search engines, so we won't get into that whole nonsense, because it was a mistake that had been made by his previous developer. That was both phone calls, and emails, and warm inquiries. And statistics show, even if somebody has a friend and business card, the first thing that they're going to do is look you up online. They're going to go to your website and check you out even before they pick up the phone or send an email inquiry. Statistics and surveys have borne that out. So they're definitely going to your website, even if those are just the referrals. What about all of the people who don't even know that you exist, and don't know anybody who's going to refer you? People who are doing a Google search if they're looking for an attorney, if they're looking for any kind of service provider, they're going to do a Google search. They're doing their due diligence, that is where they start. We are living in the age of educated consumers. So to try and swim upstream, to me, just does not make sense. So I always tell clients when they say, We need to joog up our website, we need to make it look a little bit nicer. And I'm like, Well, that's part of it, but the reality is, you need to think about what you're saying. Who are you communicating with? Are you really attracting your best customers? Or are you just trying to throw spaghetti against the wall and say, These are all of our list of services. You know, it's a little bit more nuanced than that. So you really do need to think about your audience first, and not just features and benefits. Andi Simon: Well, it's not a brochure. And the problem is, when you think of it as an online brochure, it's flat, and it offers you no value. And quite frankly, like a brochure, you hope people read it, maybe. But it doesn't provide any service. So my pitch always is, What's your value? Because it comes through before anyone has come to you, or even after it's on your web. So at SAMC we make sure there are 10 areas where we score highly. So you want to Google corporate anthropologist, on the first page on my blog about why culture change is essential if you're going to change, is on the first page and may not be the first one. But it's down within the first few. Blue Ocean Strategy® expert. I can't beat the book, but I'm on that second page. Sometimes my stuff's on the first page. Think through one of the keywords that you want to be known for. What's your authority? Because search is looking for an authority. And the second thing that we've learned, and I'm sure you tell this to your clients, is, Google's already gone local to ask, Who's a good attorney near me? What's a restaurant near me? It already knows you want to go near me. Jann Mirchandani: Right, it's a numbers game. 100%. And, what you said too about which search terms. What do you want to be known for? One of the first things that I counsel my clients on is, it's not necessarily how you identify yourself, because many of us fall into, "I do website design and development." We get very jargony, very quickly, because that's the language of our profession. That's not necessarily what our best clientele are looking for. Because they don't know the language of our profession. So you got to throw the jargon out the window to a large extent. It goes back to what I was saying before about your audience first, what are they looking for, and it may not be the very professional jargon terms that you think of yourself in terms of. You just are always going back to clients first, and then what you're talking about in terms of local search. It's a numbers game. So if you're getting 100,000 visits to your website and of those, 1% is your ideal client, versus 1000 visits to your website and 50% of those are your ideal client. The point you really want to make sure that you're focusing on is your ideal client. If somebody's doing a search for Apple, are they looking for going apple picking with their family, or are they looking for an iMac? When you're looking at the search, are you being found for the right terms, and is it what your audience is looking for. And it may be, it may be some of that jargon. If you're looking for other professionals, and I certainly know clients and I have other industry professionals that refer business to me. So maybe you do want to attract people with some of that, and it goes right directly to what you're talking about in terms of thought leadership and being really known for your expertise and being solid in your core expertise. Andi Simon: It's not all that different from life before the internet, because we forget that people buy from people. And so the whole process is, how do you make yourself come alive online. I had one client and he downloaded pages off my website underlined in yellow. I was in shock. He knew enough about me, he'd watched the videos. But that was how he bought it. But it was an interesting experience on my part because he was looking for content to pre-legitimize his decision to contact us. Last week, we actually had somebody who found us online because they wanted to do a culture change project and needed the Organizational Cultural Assessment Instrument. Or conversely, they wanted to do culture change and found me with the OCAI. I'm never quite sure what it was. But all of this comes down to, once you have your website, think backwards. What are people searching for, not just a word. The word culture has millions of searches, but that's not what you want. You want a culture change expert in New York or something that gives it a long tail that locks you in, and then you better have it on your website so that this wonderful person who's looking for you can find you, which sounds so mysterious, but that's how the world is working now. Jann Mirchandani: You said long term keyword, which is how to think about: How do we own our own searches? We put in a question. It might be a very long question because that's how we're getting all of those little markers into the search engine to say, I'm looking for all of this. And the other thing that people don't often realize in terms of the SEO on their website, and when I say SEO, I'm really just talking about the organic, I'm not talking about paid placement, I'm not talking about paid ads, or anything. It's really just about people finding you organically. What people don't realize is, they think, "I need to optimize my website," which of course you do, but your website isn't showing up for search results. A page on your website and an article that you have written, a video that you have shared, it's showing up in the search results. This is the other thing I see with clients a lot, especially on their home page is: We have to put everything on the home page because that's where people are going to be coming in. We have to rethink why we call it a home page, but that's only a percentage of your visitors. All of those other articles, all of that other material that you're sharing on your website, is conveying your thought leadership and your expertise and your knowledge and your personality. And so that's going to be a large part of it as well. And that's what's going to bubble to the surface for the search results. Andi Simon: Now, let's go a little further because there's a whole world of backlinks. You know, your ranking depends on how others have linked back to you for something. Can you talk a little bit about that? Jann Mirchandani: Yeah, I mean, it's a great way. I share articles all the time about tools that I love to use for clients, and I will link to those sources. So that gives them sort of additional SEO tools too. When people share your information, whether we were not pushing too hard on social media, that's a whole other animal, but sharing on social media, sharing on other websites, other credentialed websites, other really substantial websites, when they're linking…

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    323: Maura Carlin and Christie Derrico—Isn't It Time For Us To Solve The "Balance Dilemma" For Working Women? Aug 01, 2022
    Show notes

    Hear how to be bolder and braver at balancing your life Suppose you are a working woman with children. I bet you have experienced the "Balance Dilemma." How can you find the right balance between home life, family, a business or professional career, and even your own self-care? You, your partner or spouse, your friends and your family will enjoy this podcast. My guests, Maura Carlin and Christie Derrico, have an awesome podcast called The Balance Dilemma. Yes, the title is exactly what we want to share with our audience today. Need some help balancing all the different parts of your life? Listen in! Watch and listen to our conversation here How to help women and men have families, careers, and a life to live A little background: Maura and Christie are both attorneys. Maura describes herself as: "Litigation attorney turned journalist, writer, podcaster, still asking questions." Christie is an entrepreneur, lawyer, podcaster and author who combines her multi-disciplinary talents with her passion for giving back. Making work life and home life successfully coexist together shouldn't be so hard, but as most of us know, it is. Even after decades of women trying to balance their lives and their careers, very little has changed. Sadly, we're still trying to figure it out. Questions the three of us delved into which affect all of us When we consider the declining birth rate, the later ages at which women are getting married and the limitations of childcare, as well as its cost, we as a society must step back and rethink, What we are doing? What do we value? How do we provide a more balanced life, and why is it even more essential to do it now? Listen in and enjoy. And please share with us your ideas at info@simonassociates.net. To contact Maura and Christie You can connect with Maura on LinkedIn or email her at mauracarlin@gmail.com. You can find Christie on LinkedIn. Want a deeper dive into how you can achieve work-life balance? Start with these: Podcast: "Work PAUSE Thrive" with Lisen Stromberg Podcast: Melissa Greenwell—Gender-Balanced Leadership Doesn't Just Happen Blog: Rising To The Occasion, Women Are Proving To Be The Heroines In This Crisis Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Businessand On the Brink: A Fresh Lens to Take Your Business to New Heights 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. I'm your host and your guide. And as you know, my job is to get you off the brink. We've moved into our 300+ podcast and it truly is an honor to celebrate with you. Every time we have a new one, we get lots of people across the globe coming to us asking for more. How do I get you off the brink? How do I help you soar? Well, I do that by letting you listen to people who are doing just that. They help you see, feel and think in new ways so you can add some tools into your portfolio. The world is going through a great transformation. So today, I bring you two amazing women. I have Maura Carlin and Christie Dericco. I met them through a mutual friend who then introduced me and I was absolutely honored to be on their podcast, The Balance Dilemma. This was a terrific in-person WVOX recording of a podcast. And today we're going to talk a little bit about podcasting. Actually a lot about podcasting, because I do them with great pleasure. I haven't monetized it. I don't want to, I don't want have advertisers. I just want great people to help you see, feel and think in new ways. So today, let me tell you a little bit about these two wonderful women. And then they'll tell you about their own journey. But listen carefully to their own experiences. There's something there for you, each of you, to begin to understand how in our life's journey, we continue to soar only if we get off the brink. So here we go. I have Maura Carlin here, who spent over 15 years as a litigator at law firms. Now remember, I could have been an attorney or an anthropologist. But it was my husband who said to me, "Be an anthropologist and I'll be here for you," and he doesn't mind my telling you that because it was 55 years ago and I am still an anthropologist. But she started as a litigator while raising her family and left law and focused on journalism, working as a producer and host on LMC media's news programming. So this is an interesting blend here. Her natural talent and live on-air interviews was on display weekly during roundtable discussions with elected officials, newsmakers and more. She received a BA from Cornell and a JD with honors from George Washington. But she is really on another part of her own journey. Now Christie Derrico grew up in a world encouraged by female entrepreneurs and she and I love to share stories about those female entrepreneurs. I often thought I should write a book called What I Learned On My Grandmother's Knee because it was my grandmother who taught me all about how to count money at the end of the day. It was so interesting, beginning with Christie's grandmother and continuing to her mother, a tech entrepreneur. She established her law practice in 1998 and tailored her firm to meet her community and family needs. She lives in Westchester. Maura has three sons, and Christie has four children. They are truly the epitome of "the balance dilemma." Thank you for joining me today. I'll start with Christie. What's your journey? And then I'll get to Maura and then we'll go deep into what has podcasting taught us and what we're trying to do with it. Christie, how about yourself? Christie Derrico: Well, Andi, like many people, I was inspired by reading To Kill a Mockingbird. I knew that I wanted to be a lawyer from freshman year of high school when that is usually assigned. And I went right from college to law school, and I was a college athlete. And then I went to compete in law school. As you know, more than I can attest, law school is not an easy feat. Each level you go up in your education, it's harder and harder. But I have loved being an attorney. And I've handled litigation, handling many cases, criminal and civil. And I also established a local practice where I got to connect with people in the community. And that's one of my favorite things. I'm not very good at tracking my pro bono hours because there are just so many of them. If someone walks in with a problem, I'm there to help even if sometimes they can't pay what would be the customary rate. So I met Maura on a show a few years ago. And we just struck up a friendship and started a conversation that became The Balance Dilemma and it had a launch in this pandemic where many people had an opportunity to pivot and try new things. And that's our story. Andi Simon: What I love about it, you must know Adam Grant's book, Give and Take. Givers just really are essential to the beauty and joy of our society. And as you said about your pro bono, givers, you know, it's sort of like, How can I help? As opposed to, How can you pay me? And that is a real mark of a woman I want to have on my podcast. Maura, what about you? Maura Carlin: You know, it's funny, I hadn't even realized how similar Christie and I were in those beginning years because I too wanted to be a lawyer after reading To Kill a Mockingbird in eighth or ninth grade. And I did not come from a family of lawyers or business people, for that matter. My father was an artist. And my mother was a teacher, and both grew up poor. And I didn't want to do what they did. And I wanted to be a lawyer. So I went to college. I too, was a college athlete for a couple of years, and went straight to law school also. And during law school, I really didn't know much about the practice of law as it turned out, and ended up going to a big firm in New York City, and started my law career that way. And then along the way, like two intense career couples with children, couldn't really make it work very well. And there were things going on at home. And I went home thinking it was temporary. And we then actually had a third kid, and I got involved in local journalism, which is something I had always been interested in. I did radio in college, and I really pursued that while I was home. I needed flexibility, I needed to be around. So there we have it. And Christie and I met on the set of this new show, which was a combination of news and a discussion roundtable. And we hit it off right away talking about the struggle. Andi Simon: The struggle has accelerated during the pandemic. It was there before, people talked about work-life balance, and I used to say, Why is work not life? I couldn't quite figure out what this balance was that we were trying to get. But it was always about women in that work-life balance. And it is an interesting time for us to take a look at how women have creatively solved an unexpected challenge. And now we're trying to figure out how the next challenge is going to put more strain or opportunities for creative ideas to come forth, as people are being asked to come back to the workplace. And I'm hearing this constant recurring theme: Well, you knew before the pandemic, to work at home was a gift you gave me. It was part of my benefits. During the pandemic, you gave me a day to figure out how to do it. And now you want me to come back to the office. And some folks are going back in the office and sitting on zoom in the office because their colleagues are still removed. We haven't figured this out. So go ahead. Christie Derrico: So Maura and I, the three of us, have used the same word: flexibility. So adding to my bio, I had a formula for flexibility from having a mother and a grandmother who were working mothers. And I learned things, and things have been tweaked through the generations. I have my mother's sisters who still run the family business and they have children. And so I had a benefit of things that many women don't: I have rules. I try to keep things hyperlocal like Maura. I'm very involved in the community. So if something falls apart, you're a known entity and somebody can swoop in and drive your kid home or something like that. But what really brought Maura and I together was an article that was at that time, 30 years old: Confessions of a Superwoman. Maura why don't you tell Andi about how this spawned our project? Maura Carlin: This is actually a funny story. Your parents dump everything in your attic when you have a house to get you out of theirs. So at that time I was finally hitting the boxes and I found this article from December 1980. I don't know where or how I got it, but I clearly didn't read it. And this woman was trying to do it. And this was what really hit me. She was trying to have this high flying career and she was a prominent scientist. And she had a child and she couldn't make it work. And what really struck me and what Christie and I talked about 30 years later, was very little had changed, and even more so, we were speaking about it in the same terms and that was just unbelievable and kind of horrifying at the same time. Christie Derrico: And I will just add to that, that in the pandemic, even leading up to it, progress has been with fits and starts. And we've seen in our community, I think there are less day cares here than when I moved here in the late 90s. Why is that? And how can we move forward unless we address the elephant in the room—childcare—and other issues that help women stay in the workforce. And our project, The Balance Dilemma, has been a super interesting social science, so to speak, analysis of all the machinations of this work-life balance. What has been most interesting to me is that our guests have been entrepreneurs, re-inventors, creators, executives, parents, partners. We have had fine artists, other types of artists, writers, all people telling the story, not just women. There are men too of how they have made a life for their families and themselves and keeping their identity and making livings and things like that. It's been absolutely fascinating. Andi Simon: I'm curious, maybe you can provide perspective on this. How do we make changes, because to your point, there's less childcare, there are fewer childcare workers. I didn't have childcare, I had to hire a nanny. I remember my husband and I navigating the complex waters of who was going to work on which days, and I worked Wednesdays and Saturdays at the university, so he could take care of the kids on Saturdays. There was always navigating. But on the other hand, we never really thought back and said, What did we do here? This was sort of just how we got it done. But how do we make the changes that are going to be necessary to create something we're calling a work-life balance or something? I'm not quite sure that vision of what we're going toward, and I'm not sure how to help us get there. Maura Carlin: I think we need to figure out the childcare piece of it, as Christie was saying. Someone has to be there at some time, whether it's a parent, or another family member, or someone you hire. I don't see another solution. But it's something that keeps getting ignored. And one of the things on the balance limb is, interestingly, we don't talk politics, but this is the one policy area where we kind of have to go into it and see how different people have handled it. And it always seems, and this is where my husband and I actually had a problem because it comes back to this: someone seems to have some flexibility. You know, even our last guest, who was the lead parent, she from the very beginning was able to work from home long before work from home was a thing. And that allowed her to be around for the children. She also hired someone that you could delegate to, but she had the flexibility. And I don't know how you do it otherwise. Why are children the afterthought instead of the thought in our society? Christie, do you have perspective? Christie Derrico: Absolutely, I mean, we've had some common links with Frank Schaeffer. I found his book, Fall in Love, Have Children, Stay Put, Save the Planet, Be Happy. It's a big, big, long title. But I found some of the things, I'm not saying Frank and I agreed on everything, but it was refreshing that he was discussing it and putting it out there. And we were discussing just this weekend with my mother when she was finishing her college degree and she was at community college, there was a childcare facility. And I remember being there. That didn't mean I was there 7-to-7, but in the time that she had to take some classes, I could go there. I wonder how many colleges have childcare facilities these days? I don't think many. And it has made it an afterthought. But childcare is just one component of it. The thing that Maura and I have touched upon is planning. Young people, young women, young men, don't often think about, How do I want my life to look 20 years from now? They kind of spontaneously go into things that they like without really thinking, Oh, wait, is this going to be the career that gives me the best work-life balance? And Maura and I were not fond of the book...what was the name of it, Maura? It had a Wall Street exec in London and it was so depressing that she would come home at night and couldn't stand to see her husband. She would buy store-bought pies and distress them to bring them into school for the school play. Like it was such a Debbie Downer of a working woman. I couldn't stand to read the book, not that it wasn't well written or entertaining, it just hit…

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    322: Paula Guilfoyle—How Do You Manage Your Emotions To Build Better Conversations For Exceptional Results? Jul 22, 2022
    Show notes

    Learn how to face adversity, change your thoughts, and smile Do you ever wish you could handle your emotions better? In difficult conversations at work or in life, do certain words or attitudes trigger negative reactions, maybe from years ago? We've all been there, which is why I'm so happy to bring to you today Paula Guilfoyle, an expert in change management, a transformational leader, and a wonderful lady. She will teach us all to PBS: pause, breathe, and smile. Another tip from Paula: when that voice in your head is trying to make you feel bad, just NBC: notice, bounce, and change. Sound simple? It is, and it isn't. Listen to our conversation and I guarantee that afterward, you will be more peaceful, more focused and more productive, at home and at work. Change is hard but you can do it! I know you can. Watch and listen to our conversation here Paula and I talk about the challenges of changing a person, much less an entire organization. Through her company, Claim Leadership, Paula focuses on helping companies, like Coca-Cola, and individuals in those companies manage their interpersonal relationships. Her proprietary tools improve productivity, engagement, teamwork and morale, as well as lower turnover and build a more positive culture. Paula and I both know how hard it is to get people to change, but it can happen! To contact Paula You can connect with Paula on LinkedIn and her website Claim Leadership, or email her at paula@claimleadership.com Would you like to be more peaceful and also more productive? Start here. Blog: You Can Find Joy And Happiness In Turbulent Times! Podcast: Richard Sheridan—Joy in the Workplace Podcast: Meg Nocero—Can You Feel Joy As You Rethink Your Life? Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Businessand On the Brink: A Fresh Lens to Take Your Business to New Heights 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, and I'm your host and your guide. My job is to get you off the brink. And as you know, that's not always so easy. Change is painful. Sometimes we need new ideas, we need new tools, new ways to think about things. Your mind can be your best asset or it can really hold you back from trying the new. It likes the familiar and the habits. And it really is wonderful, but it does exactly what it thinks you want it to do. Today, I bring to you Paula Guilfoyle and Paula is an expert on helping you manage your mind, and watch those triggers that really do things that take you to places you don't want to go. She's going to tell you about herself, but then she's got a whole program and a process that I think is well worth sharing so that you can expand your tools and begin to do what we want you to do which is see, feel and think in new ways so you can change. And change is painful. So we're going to make it easy for you today. Paula, thank you for joining me. Paula Guilfoyle: I'm thrilled to be with you today, Andi, thanks so much for having me. Andi Simon: Tell our listeners and our viewers who Paula is. Tell us about your journey. This story is great. Paula Guilfoyle: Okay, so very quickly, I'm one of eight kids and I was actually born rich. The riches that I have claimed for myself are: one, I'm one of eight children, I'm the fifth in five years. Second: I have actually lost a brother 10 years ago, we had a very special brother, a special Olympian. The third richness I had was that, at age 13, I went on one of two family vacations. And on that family vacation, my dad passed on. And the fourth richness is my mom. My mom was a quadriplegic at the time of my dad passing. So I mentioned those, I rarely bring those up at the end. But I mentioned those because they are my richness. They are absolutely those challenges that we all have, that we all face, that I will call just the blah, blah, blah, the story of your life. And if you keep this your story, if you tell people through that lens, I had so much against me versus I had all these things that happened for me that allowed me later to be blessed with and I don't say this tongue in cheek, have I got 12 years of treated depression. And not being a medical doctor, all I can tell you is, on reflection, I know and I understand that I chose to think in a particular way and couldn't find my way out of that way. Eventually, after spending about 15-20 years very successfully in corporate America, I decided that I had studied the mind and personal development enough that I wanted to pass that along to people to help them. So that's it. Andi Simon: Well, pause for a second because let's just think about what you're sharing with the listeners. You're going to help them think about managing their minds. You were astute enough to realize that the mind was doing exactly what it thought you wanted it to do. And there were enough catalytic moments in your life that you shared with us for it not to necessarily be a simple, easy, happy, light one. Well, it's time to have learnings or things that were making you reflect on both the past and the future. And somehow you turn those all into a career with corporate and otherwise, that is helping other people do even better. A little bit about how you began to move forward in a new direction. Paula Guilfoyle: Great question. I decided, as I mentioned, that it was just something that was important to me that I had to do something outside of corporate America, something where I can place my own mark on it. So I started speaking and I started learning how to speak through Toastmasters. I always loved public speaking and did some of that in my corporate life in sales and sales training and HR. And then just created some different opportunities. And one thing led to another where I created a model that I teach around and I spoke once in front of a great friend of mine who's a VP of HR and actress but she said, "That model Paula, that model was amazing." And I said, "What are you talking about? What models?" She said, "That casting you were talking about? That was really amazing." I said, "GAP is just an acronym for me to remember my speech," and then I was like, Okay, so it's a model. The GAP model apparently is something well-known in finance. So I decided it had to be the GAP Formula. And a very simple GAP Formula is a way to get from where you are to where you want to be. And I started spreading this. So for example, the reason why I shared my story today was, I shared that story in a public venue where I was asked to speak for free as part of an event and someone from Coca-Cola was in the audience. And through my story, they connected with me. And because of that, Coke hired me for three years. And I mentioned that because we all are challenged and this is a way to get past some of those challenges. So Andi, can I share one tool with your audience? So one of the most popular tools that I teach, and most of my tools are three steps, because we're lucky if we can remember three steps, right? Things taught in threes tend to be helpful for our brain to remember. So the acronym for this particular tool is PBS, as in Public Broadcast System, but this is your Private Broadcast System. This is three steps to get out of a situation when you were triggered. So Andi, ask me, what's the trigger? Andi Simon: You know, for the listeners and the viewers, our audience, I think if you're going to think about triggers, you better help them understand what is a trigger. And how is it going to do something to, and who that's going to be? So help them understand that. I love the thought of what's causing you to react to something. Paula Guilfoyle: So a trigger is anything that will cause you to change behavior. So a trigger could merely be your first thought of the day. Today can be a great day, or today's going to be a disastrous day, or this person is tough, or that meeting will be wonderful. So a trigger is anything that happens. The most challenging triggers are the ones that just put you into a tailspin. And you don't even know what happened. Those triggers usually include something that's embedded way, way in the past. So I'll give you a couple examples of a trigger. For example, somebody at a meeting says, "I didn't like your idea," but maybe they're a little bit more forward than that. So use these three steps: PBS. You pause, because between stimulus and response is all your opportunity, as Stephen Covey said. You just pause for a little bit. You breathe to calm yourself down on a cellular level. That would be: pause, breathe and then you smile. So the person at the other end will either think, "Wow, did she hear me, understand that I was sort of not exactly complimentary of her idea?", or they might understand that the person who is smiling is actually in control of their behaviors. And if you want to shortcut this, simply smile, because that ignites your brain, as we know, to happy chemicals. And even if it's a cheshire cat, frozen smile, it will have that same positive result. Andi Simon: But remember, humans are mimics, like monkeys. So when you smile, the person on the other end of the table is gonna have a hard time not smiling. That person may not even know why. But yeah, there clearly was some, whatever the intent was, came back with a smile. And that changes the whole dynamics of that interaction, but the interesting trigger response, fascinating. So PBS is pause, breathe and smile. And then what do you do? Paula Guilfoyle: And then you have to substitute a different thought. You must substitute different thoughts so there's something going on here. And initially your thought may be, Well, now I'm really upset with Sarah. Now I'm really upset with Max," whoever triggered you, or you may not even realize what he may know. "I'm really upset and I don't know what's going on." You must get out of it. So there are a few ways to do that. One of the things that is most effective, believe it or not, is movement, right? The brain follows the body. So you get up and dance, or if you do something I call the musical walk. So I'll teach your audience the musical walk really quickly. This is something you can do anywhere. When I'm on stage, I'll say, "Snap with me." Have you ever been to a musical? Have you ever noticed in a musical, they can't walk normally. A little bounce, little swing. Can you imagine walking down the hallway at home or at work, snapping your fingers and dancing a little bit and feeling badly. It's almost impossible because your brain picks up those body movements. I remember a person at Coke, he would always snap as he walked down the hallways, and it wasn't the musical walk, it was just who he was. He was trying to ignite that happiness. So you must alternate that negative feeling because you will feel badly with a bad thought. So you must change that up. And either have a phrase that you say to yourself: "Hey, I'm okay. This is alright. I can handle this. I can get out of this. Today's going to be a good day." You have to think of something that's going to shift your thinking or get into some activity. Get up, walk around the building. I'll say to people, Pick up your cell phone and talk yourself out of it. Yep, so you're talking to a friend. So just some ideas. Andi Simon: Because without those tools, things happen. We don't quite know what to do. I don't remember anyone in elementary school or high school ever teaching me, I'll call them survival strategies. You remember being in business and being the only woman very often, right? I was in a management team at a bank, and I was the only woman in that management team. It was a lonely place. And I wasn't quite sure if what the guys were saying was the way I was hearing it. It was hard to always interpret intention. But if I didn't have a way of coping with it, I would smile, a long time ago. And I also remember a little technique that someone taught me, say to somebody, "It sounds like what you mean is..." and keep it in their zone, out of yours. Because remember, we decide with the heart and the eyes and the gut. And if we don't feel like it's the right thing, we better have some tools to help manage those emotions. I also learned a long time ago, never do anything when you're hungry, angry, lonely or tired: HALT. Because the emotions take over. And you need a click, a long walk down to break up, we can then manage our emotions and manage our thinking and manage feelings. Paula Guilfoyle: That's really it. I have a little thing called: her life gets a cup of tea. So if you take those letters T A, and stack them one on top of the other, your thinking creates your emotions or your energy and then that creates your action. And if you want to write, if you want to add one more letter, you can tear into your life, and that creates your results. So it's your thinking. You have a good thought in the morning. And then you have great emotions or energy. Your thinking causes how you feel, your emotions, and then that causes how you're going to act. And then that will cause your results. That's your whole life is a cup of tea, or you can tear into your life, as I call it, as well. So you're absolutely on target as usual Andi with that explanation. People need to understand that there's so many things going on in your environment. And one of the things that I really caution my clients about are things like the news, social media. Things that could easily take you off track, do not tune in. And there's also the naysayer in the group. Do your best to divert the conversation somewhere else to move along. And so I'll give you one other quick tool when that thought comes in your mind, and that thought is just, Wow this can be bad data. You can pause, breathe and smile, or you could NBC. You could notice the thought, bounce the thought, and change the thought. I love NBC. So notice that thought, bounce that thought, and change that thought to anything that makes you feel even a little better. Because as we know, you are a person of emotions. As you heard earlier, your person is made up of emotion. So to think that I, for example, when I was depressed, I was going to go to joy. I feel so joyful...not likely. But if you can feel a little bit better, and believe it or not, people who are depressed, when they get angry, actually, it's a move up. So what would be just a little bit more positive? I can handle this. I think this could turn out right. It's possible, this could work for me. Some sort of wording like, It's okay, I can handle this. Andi Simon: You know, someone said this to me: "You sound like your cup isn't half full, it's overflowing." Paula Guilfoyle: Well, I believe, as I imagine you do, Andi, is that we have to work on this, every day. So what are some of the practices you use to keep as positive and focused as you are? Andi Simon: Well, I'm a big believer in self-care. In fact, we have a 30-day challenge of self-care. I coach a lot of my clients on it. But for me, you asked what I do. I try the night before, I put my to-do list together for the next day. Because for one reason or another, I found it difficult to get out of bed in the morning until I had it a little bit organized once and it was perfect. And the self-care is, I try to make sure that I do something for me before the day begins. And once I've done that, the day is perfect, because I've taken care of me. And so wh…

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    321: Patrick Van Gorder—Ready For The Right Data-Driven Digital Marketing Strategy To Expand Your Business? Jul 18, 2022
    Show notes

    Hear how to provide optimal customer journeys for your prospects In this On the Brink podcast, I had an amazing conversation with Patrick Van Gorder, Executive Vice President and Partner of Level Agency. Conversations with strategic marketers is always exciting. The world we used to market in has changed. And marketing is supposed to encourage people not just to purchase but to engage with your products and services. The buyer, however, has changed their journey over the past 25 years. As we know from our own work as HubSpot Partners, the buyer's first task when considering a solution to solve their problem is to Google it. If you don't have a digital experience that comes up on the first pages of Google search, you're not a good answer for that person's problem or question. What does that mean for your business? Patrick has many great answers to that question so listen in, learn and share! Watch and listen to our conversation here Here are some statistics Patrick shared that you should consider: 65% of total advertising in 2021 was online digital advertising, which is an incredible stat by itself. Even more impressive is when you factor in the fact that it's up from about 50% just a couple of years before 2019. Digital advertising has become the lion's share of the pie and also the fastest growing segment of the pie. Dollars spent in digital channels go to one of these companies: Alphabet (parent company of Google), YouTube, Meta (parent company of Facebook), Instagram or Amazon. Interesting isn't it? As you consider what you are doing to grow your business, it might be time to listen in to our podcast. Reflect on what you should be doing, and how to refocus your investments in marketing. Marketing is not an expense. It is and has always been a central part of your product design, development and promotion. Invest in it wisely and you will reap the benefits. To contact Patrick You can reach him on Linkedin or his website Level Agency www.level.agency. Ready to really make your marketing work for you? Some great suggestions: Podcast: Michele Bailey—The World Of Marketing Is Transformed. Are You Ready For A New Strategy? Podcast: Mark Schaefer—Are You Ready For The Marketing Rebellion? Podcast: Melissa Copeland—Customers Want Great Experiences. How Can You Deliver Extraordinary Ones? Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Businessand On the Brink: A Fresh Lens to Take Your Business to New Heights 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, I'm your host and your guide. And as you know, my great audience out there, my job is to help you get off the brink. I want you to see, feel and think in new ways so you can change. And you know that change is painful. But in these fast changing times, there are many choices. But it's important for you to have a better understanding of things so you can do it wisely, and quickly be agile. You know, fast is the new way. Now are you going to be faster and better at what you're doing? I have with me today a fantastic individual whom I met through a Vistage group that I did. His name is Patrick Van Gorder. He's Executive Vice President of Level Agency. And I want you to know that I did a podcast for them. And I enjoyed it so much. I invited him back here so we could continue the conversation. Let me tell you a little bit about what we're going to talk about by introducing Patrick's bio. Patrick Van Gorder has been part of a leadership team at Level Agency since the company's founding in 2010, which seems like yesterday, but it's not, it's like a moment ago. He's made measurable significant contributions in each role he's had, as director of campaigns and platforms, as a VP of Client Services, and now he's Executive Vice President. But his real desire for today is to share with you the changing nature of communication, marketing, and brand building for you and your company, and for things that matter to you. You have to understand what's going on because the world has turned digital, if you haven't noticed. I have a hunch you have. I bet the first thing you do when you want something is to Google it, and so it's very interesting. He'll tell you some major statistics. But today we're going talk about how people buy and what the buyer's journey is like, and why digital marketing has become so essential to your skill set, your way of viewing the world, and what Patrick can help you with. Patrick, thank you for joining me. Patrick Van Gorder: Hey, Andi, thank you so much for having me back. I'm excited to continue the conversation. Andi Simon: Before we get into it, though, tell our audience a little more about who's Patrick, and the journey about why this has become so important for you. Patrick Van Gorder: Yeah, thanks, Andi. So I am sitting here in sunny Pittsburgh, Pennsylvania, home of Mr. Rogers, amongst other great Pittsburgers. I am a journalism and political science graduate that got into advertising accidentally. I graduated in 2009 into the midst of the Great Recession. I had no idea what I wanted to do. And I got a call from a colleague who was writing a website that was focused on comparison shopping for higher education. And I said, Let's go over there and let's do some work together. And I've never looked back. I've been with Level Agency, which is that firm, ever since 2010. My partner and I, Patrick Patterson, purchased the company from the former owner in March of 2021. So it's been a long exciting and knowledge- and learning-filled journey for me. We're up to about 75 people now, most of which are still in Pittsburgh, but we've got staff and clients all across the country. Our focus is helping businesses both learn about what their audiences are asking for, and how to better sell their products and position their products digitally. And also ultimately, to help them sell right ultimately. It's still true that the main function of marketing is sales or direct ROI, but the exciting thing, the thing that gets me out of bed every morning, is the reality that not only can we generate revenue, we can sell it. We can actually learn a great deal about where our customers are going, what they're looking for, and become even more efficient and more effective tomorrow because of the advertising we're doing today. Andi Simon: Well, let's talk a little bit about it because we know that the buyer's journey has changed. And in the old world, which wasn't that long ago, we used to buy lots of advertising, very flat, push it out. And as people will say, Oh, really, but you know, that's sort of a past way of communicating and branding, and marketing is about storytelling. People buy your story as much as they buy the product or the package and it really matters how you communicate that and how you make it accessible to them. So let's talk about in the world that you're in, where all the dollars have gone to, and what's absolutely important for a listener to understand that they should be doing as well. A little bit more about why this is so important. Patrick Van Gorder: Absolutely. So 65% of total advertising in 2021 was online, was digital advertising, which is an incredible stat by itself. But when you factor in the fact that it's up from about 50%, just a couple of years before 2019. That's not only the lion's share of the pie, but it's also the fastest growing segment of the pie. And the really interesting thing about that concentration of dollars in digital channels is 90% of that digital span goes to one of these companies right now. It goes either to the parent company of Google, YouTube, or other properties like that. It goes to Meta, parent company of Facebook, and Instagram, or it goes to Amazon. So what that means for your listeners is, there is an incredibly complex ecosystem out there. And there are dozens, hundreds, thousands of different platforms, different ad tech intermediaries, different tools out there. But really, if you focus on the vital few, the 90%, that make up the lion's share, you can do quite a bit. You can get quite a bit of leverage out of your spending. And Andi, you mentioned something that I think is really interesting, and I've been thinking a lot about. So if you think about the ways that we thought about advertising in the past, if you've ever taken an advertising class, or you're someone that has some experience in advertising, you've probably heard of the funnel, the advertising funnel, where you have at the very top, awareness, and down at the bottom, you've got direct response, and things like that. And the reality is, that comes from a moment, when, if you think about what a television ad was, there was literally no other action you could take. You just had to watch the ad, and maybe there was a phone number at the bottom that said, Hey, call this number right now. There was no way to take action, there was no way to continue the conversation. Think about a billboard. There's very, very little that you can do other than see and register what a billboard says. The reality in the digital space is, all of these channels are working together and allowing you to build your brand and build engagement with your brand in so many different ways all at once. So a Facebook ad is building brand awareness, but it's also driving engagement. It's also asking someone to fill out a form or buy a product. So it's operating all of the steps of this classic funnel at the same time. Andi Simon: Well, don't leave that thought. Because as you're thinking about communicating your story or your message, what you'd like to see happen, it isn't bringing enormous top of mind awareness out there, it is figuring out ways to take the person who's ready to learn more, and move them through that wonderful journey until they're ready to purchase, taste and try. And so your whole process has been transformed to much more immediate. I was in a group and one of the gentlemen said, People call us and they want to talk to somebody immediately. They want to listen to a doctor immediately. Instant gratification. They say, This is my time, I want to do a purchase right now. Connect me. I don't want to learn more. It's not slow. So how are you doing this with your clients? So my illustrative stories are case studies. Is that frustration? Patrick Van Gorder: It's a great question. I'll use one of our clients that's in the sales enablement SAS world. So, they had an experience that was very much the old school approach to what you asked people to do online, which was fill out a form, and we'll contact you. This feels ancient because the way that the consumer perception has changed is, they've said, No, I will contact you when I want to talk. If you think that I'm going to subject myself to another telesales, funnels, another set of emails, you must be out of your mind. So I will contact you when I want to talk to you about sales. But in the meantime, what you can give me now is value, you can give me insight, something like a webinar or a white paper or a case study. You can help me know more about this space, learn more about your perspective and your thought leadership in this space. And then by the way, when I'm ready to talk, there's a form there. I'll get in touch right away. And I'll expect to be contacted pretty quickly. But you know, the reality is, it's less about just being there. If you have to be there with value, you have to be there with something that the consumer cares about. Not just, Hey, give us your information and we'll call you when we feel like it. Andi Simon: You know, one of the things that illustrates that is, you really aren't selling a thing, a product or your SAS story, you're selling a relationship. And people are really buying knowledge and wisdom and experience and a much bigger product than the product they're actually going to end up buying. And I've been reading a great deal about how the world is shifting from B2C, or from B2B to B4C and B4B, as if we are going to collaborate around something that you need and I can help you with. And it's becoming very interesting to watch that mindset change. Because as you're thinking about these clients, the customer wants you to work with them. "I'm making the right decision, not simply purchasing what I've got here, or being sold by somebody." So it's a really different buyer that you're dealing with. They're often younger, and sometimes not. But they also have different expectations on speed and ease. And is what you're seeing awesome? Patrick Van Gorder: It is, in our own world, Level Agency as a services business. We really lean in on the consultative partnership approach. And I think we've seen a lot of very successful organizations take that same approach where it's not about the features, it's about the benefits. It's not about the services, it's about the solutions. And that's not to say that it needs to be completely impenetrable to understand what services and products a company actually does offer. You want to make it simple enough so that you can accommodate different types of searchers. You might have someone that is coming to your site or coming to your physical office, and they know exactly what they want. They want a partner, or they want a general contractor-style vendor that's going to take the blueprints from the architect and build the thing exactly as they see it. But I think in many cases what they're really looking for is the architect and the general contractor, right? They're saying, I have this goal. I have this business objective. And we're coming to you to help us solve all of the problems that we're dealing with, and trying to achieve this objective. And you tell us how we can best use this set of tools that are available to us to achieve this business objective. Andi Simon: Well you know for us, we're corporate anthropologists. We specialize in helping companies change. I talked about Blue Ocean Strategy, and why that's such a great way to help companies find creating markets as opposed to competing in them. But I must say that near to your point, it doesn't much matter if it's cultural change or strategy change. People come with a problem, or pain points, and a challenge. And I always find the conversations are very interesting. We have a new client coming on now. And I must tell you that the way they came to us is different than the way we're going to serve them. What they really needed is different from what they thought they needed. And that's just people and I guess, in some ways, the packaging of the solutions you're offering. It's going to require some trust that there is the right solution for the problem that they've identified. How does data and data analytics fit into this? Patrick Van Gorder: Yeah, it's a great question. You know, I think the curiosity that you're describing is probably the single most important attribute that I find in the people in the knowledge economy in 2022. That little piece in the back of your brain that says, what's going on here? How do I understand this data or this perspective or this product in a new and interesting way? What we find is that there is so much data that is accessible to you if you have the willingness and the knowledge of where to look. So, if we think about it,…

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    320: Dr. Debra Clary—Isn't It Time To Up Your Curiosity Quotient To See Through A Fresh Lens? Jul 11, 2022
    Show notes

    Hear how to rediscover your curiosity to "see" new ideas! Today I have a fabulous speaker for us, Dr. Debra Clary, who is here to talk with us about curiosity. What a great topic, and also a great lady to have you listen to. Debra shares how we should stop assuming we know the answers to our questions or the solutions to our problems. Rather, it is time to begin to think and listen differently, to open our minds to possibilities. You might be asking: But how do I become and remain curious? (There is actually research on a person's CQ—curiosity quotient). Have you thought about it? Do you love new things? Or does your brain fight the unfamiliar and flee away from it? Many great things to think about. Listen in! Watch and listen to our conversation here You're really going to enjoy Debra's perspective. She talks to thousands and thousands of Humana folks about how to be curious, and today she shares those insights with us so we too can push past our mental boundaries and discover new ideas and solutions. Connect with her on LinkedIn or send her an email: dclary@humana.com. Three important takeaways from today's podcast: Children are born highly curious. That's how they learn how to live life every day. They question everything and see things with minimal bias. As we grow up, we begin to formulate a story in our mind's eye that captures, for each of us, our perspective on our reality. As we grow up, we gain skills and suppress when we don't know something. Or if we see something that doesn't fit our mind map, we delete it or ignore it. "It can't be too important if it doesn't fit our own sense of what matters most." Rather than just accept your efficient mind, ask yourself, What can I do to stay open to possibilities? Debra's advice: Say to yourself, "I know that my brain is wanting efficiency, and it's going to want to get there as fast as possible. But I'm not going to allow it. I'm going to remind myself to remain open so I might collect the relevant information in order to be most helpful." Our job is to help you see, feel and think in new ways so you can adapt to these fast-changing times At SAMC, we help you build your open mind and your curious eyes. We show you how to see what is happening before you believe something to be true. And using a little anthropology, we help you anticipate and capitalize on today's changes so you can not just survive but thrive. Want a deeper dive into seeing through a fresh lens? Here's a place to start Blog: Corporate Anthropology: How To See Your Business With Fresh Eyes So It Can Grow Podcast: Ask Andi—How Anthropology Helps People See Things With Fresh Eyes Podcast: Todd Cherches—Want To Lead Better? You Must Visualize The New, Not Fear It Additional resources for you My two award-winning books: Rethink: Smashing The Myths of Women in Businessand On the Brink: A Fresh Lens to Take Your Business to New Heights 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. I'm your host and your guide and my job is to help you see, feel and think in new ways so you can get off the brink. I want to help you soar again. And in these fast changing times, we've been doing so much writing and speaking about leadership in the midst of all the tumult and disruption. How do you really see things through a better lens? And how do you know how to respond quickly and effectively to build those relationships in new ways? So today, I have a fabulous speaker for us. Dr. Debra Clary is here to talk to us about curiosity. What a great topic and a great lady to have you listen to. And what Debra is going to share with us is a lot about how we should stop assuming we know and begin to think and listen differently, opening our minds to possibilities. And so it's going to be a great day for us to share how to be curious. What's your curiosity quotient? Have you thought about it? Do you love new things? Or does your brain fight it and flee away from it? So let me tell you about Dr. Clary first, and then Debra will come on and tell you all about herself. Debra Clary is an executive with three decades of leadership experience with four Fortune 100 companies: PepsiCo, Coca-Cola, Brown-Forman and Humana. Her broad-based functional expertise spans from global operations and marketing, strategy development and human performance to corporate board and investor relations. In her current Humana role, she's Associate Vice President for the Office of the CEO, and works with the executive team to improve their impact and contribution through executive development and cultural transformation. You're going to just enjoy her perspective because she goes around and talks to thousands and thousands of Humana folks about how to see, feel and think in new ways to be curious. Debra, thank you for joining me today. Debra Clary: My pleasure, Andi. Andi Simon: Now tell the audience if you don't mind, who's Debra, what's your journey? It sounds like you're a curious person because in some ways, that curiosity has led you to great places. Who is Debra? Debra Clary: Thank you, Andi, again. Well, I started my career at Frito-Lay and I actually started as a route driver. So right out of grad school, my first job was driving a route truck for Frito-Lay in the city of Detroit. And weren't my parents proud, right? "You went to undergrad and then two years of business school, now you're driving a route truck?" But it's really where I learned the basics of business, when I started at that bottom, loading my truck delivering potato chips, learning how to work with delivery individuals as well as the store managers. And I spent about a decade at Frito-Lay in various sales and marketing type roles. And after that, I spent 10 years at the Coca-Cola company. And I started there as a general manager in the Philadelphia area. And then I moved to Atlanta, and worked in a global marketing role. And from there, I joined Brown-Forman, the makers of Jack Daniels. I got to learn a lot about bourbon and whiskey. And there I was, the VP of Strategy. And then I got really curious about culture and leadership. I had worked for two very large organizations, very well structured. And then I went to Brown-Forman, which was a much smaller company, and still very much run by the family. And so I began to see differences in cultures and differences in leadership and I got curious. And so I went back for a doctorate in Leader Development from George Washington University. I would fly to DC once a month on a Thursday night. I would go to school 12 hours Friday, 12 hours Saturday, and then I would fly back home on Sunday. And so I did that for three years. And I wrote my dissertation on executive women and leadership, and later published it into a book. And then about that time, Humana was starting a Leadership Institute. And they approached me and said, Gosh, with your business background, your academic background, this could be a really good fit. And I said, No way, I am food and beverage. I'm, you know, the Super Bowl and concerts. I mean, I'm living the big life. And these are consumer packaged goods companies. And the more I thought about it, and the more conversations I had with them, I realized I had an opportunity to take all of that experience and help Humana, who was a company that was just beginning to pivot into being really centered on the customer and the needs of the customer. So with my consumer goods background, and my academic background, I joined Humana to start up the Leadership Institute. And I did that for about the first eight years that I was there. And then the new CEO came in and we created a new role in which I was embedded in his team. And helping his team really improved their team dynamics, and their impact and contribution to the organization. So I've been doing that for the last eight years. Andi Simon: You know, I'm curious about your career curiosity, because I too have a career that didn't stay for a very, very long time in one place. I stayed long enough to begin to understand its culture, what was developing. I like things that are vacuums that I can change. But then when I went into my own business, I began to realize that my job was to help others see things through a fresh lens, and to do it in new ways to be curious. And in the leadership academies I have started, people are emerging to see how to lead differently and listen differently. So as you're now thinking about your career, and I'm so delighted you shared it, I don't know you so well, it's a pleasure to really begin to get to understand your history because it's framed who you are today. So as you're thinking about this, and I know you speak widely on curiosity, share with our audience, what is curiosity? Where does it fit? Why is it so vital right now? Because that curiosity quotient, that CQ, is becoming extremely important. Your turn. Debra Clary: Yeah, the how I got curious about curiosity, if you will, is, it was probably about four or five years ago. I was sitting next to our CEO at a meeting and he leaned over to me and he said, Do you think curiosity? Is it learned? Or is it just innate? And I said, I don't know. I want to go study this. And so I just dug into all the research on curiosity. And I really became a huge fan of it, even though, I think for me, I am a learner, and my parents fostered that in me. I feel like I can't breathe if I'm not learning something each day. And that's how I'm wired, so to speak. But when he asked that question, I became more serious about it in terms of mechanics. Can it be taught? And the answer is, absolutely, curiosity can be learned. And it's also that curiosity is not a trait. Curiosity is a state, and it can be fostered by yourself and others. There was a group of neuroscientists out of London that wanted to really understand this. Their focus was on child development. And what they came to understand from watching children is that, and this won't come as a surprise to you, but children, especially toddlers, asked a lot of questions. Matter of fact, they asked 396 questions a day. So every minute and 56 seconds, a toddler was asking a question. Now the question may not come verbally, it may come when they're pointing at something. So children are incredibly curious, because the world is a wonder to them. Well, what they found out is that for those caregivers that tried to answer those questions, and stayed with their child, they found on this longitudinal study that these children were more academically successful, more socially connected, and more emotionally stable. So as children, we come into the world curious. And if it's fostered, it gives us a better shot at life. Now, another research group out of London studied curiosity in the elderly. They wanted to understand why some of those in their 80s are still curious. So those that were reading and were intellectually engaged in walking and really active until their death, they had ⅓ less dementia. So you think about this: we come into the world curious, and it's really good for our brain, because our brain is lit up when we're curious. It's really good for us at the end of life. But what happens in the middle? Why do we stop being curious? And the reasons are, just just think about how we're taught. So from a Christian view, one of the first stories we learn is that Adam and Eve were curious about the tree of knowledge and they ate and then you know what happens there. But you look at Greek mythology and you look at the story of Icarus, who wanted to fly, and his father gave him wings of wax and said, Don't go too close to the sun. I'm curious. Of course, my favorite is don't open Pandora's box, right? So as children, we begin to learn not to ask questions, and that children are to be seen and not heard. And you have to sit in your chair and all of those things that are messaging that we find out. And so we go on to universities. We become accountants and attorneys and medical doctors, and we become experts in our field. And so we get rewarded for our expertise, and our curiosity can diminish because of what we need to get done. And not to mention time constraints, right?, just not having enough time to be able to have that freedom to feel like you can be curious. Andi Simon: You know, we know so much more about how our minds work. And I love Marisa Peer. She speaks about the fact that the mind does several things. It does exactly what it thinks you want it to do. And so if you want to be an expert, it doesn't allow you lots of room for curiosity. It loves the familiar, not the unfamiliar. And that amygdala will hijack things that are unfamiliar to you that you might be curious about. And so it creates a lot of cortisol that says, That's painful, don't do that. And it really likes to select the familiar and loves the habit, and so you're very efficient, your brain uses 25% of your body's energy. So you're really efficient if you're not thinking beyond what your mind thinks is the thing to do. And once it has that story in there, it doesn't like to change it. That's work. And as you're thinking about that, what we know is that once you get locked into that story that creates your illusion of your reality, you live it, and you only see the things that conform to it. But what I love about what your research suggests, and you're suggesting, is that our growth comes from being curious about what we don't know, pushing our brains to open up to possibilities for the art of the possibility, the art of what I'm not sure of, to listen, not to fit things into your brain. My last little story is, when I go out with a new client, we go researching their customers. And I always love this because the two of us were in the same place. We walked out, we wrote down everything we heard, we compared notes. And it was as if we were in two different places. They were listening for all the things that conform to them. And I'm listening for all I'm curious about. I'm looking for all the things that are gaps, that don't fit what would give them opportunities to grow. So as you're thinking about this, how do we help people see things broader, listen differently, and to be curious? You said an important thing: it's not innate, it's a state of thinking. It's enabling, it's allowing, it's trusting, it's encouraging. It is taking flight walks, so your brain can quiet down and think about things. Some insights or some ideas you can share. Debra Clary: So I think you're spot on in the sense that it starts with the mindset. Setting your intention of being open-minded. Also saying, "I know that my brain is wanting efficiency, and it's going to want to get there as fast as possible. But I'm not going to allow it, I'm going to remind myself that I'm going to remain open so that I might collect the relevant information so that I can be most helpful." And, one of the things that I see: here's a typical exchange between a leader and an employee. An employee comes in, and they sit down and they put the problem on the table. And the leader and the employee look at the problem, and they both try to solve it. Now as the leader, you've been promoted into that role, because you're probably an expert in that area, and then you both try to solve the problem. Well, another way to do that is to allow the employee to focus on the problem and the leader ask a series of questions. And you'r…

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    319: Becca Powers Vaughn—There Is An Inner Command Center Inside Of You. Ready To Take Control? Jun 27, 2022
    Show notes

    Hear how to harness your inner CEO and prioritize your happiness Are you the CEO of your life? What does that mean? In this podcast, I bring to you Becca Powers Vaughn. Her story, like those of so many women, is in part about discovering your own self-worth, in part realizing that you should not let others define who you are, and in part turning your purpose into something to benefit others. But this podcast is not just for women. Men, listen carefully. Becca's message is as relevant for you as it is for women. Why? So you can help women thrive in your personal and your professional life. A wise woman with a lot to teach us. Watch and listen to our conversation here Much to learn from Becca's "aha" moment She says it was not a very pretty moment, but one in which she had to stop the "blame and complain" game. If you are doing something like Becca was doing—blaming others for your limits or your difficulties—it is a good time to listen to this podcast and discover yourself. Becca also has a great book you should dig into: Harness Your Inner CEO: Rise Into Passion, Prosperity, and Empowerment. Three things that help empower women to become the best they can be: Look in the mirror and tell your mind that you are a beautiful woman. Your mind does exactly what it thinks you want it to do. So, what do you want it to do? I am serious. What do you want to feel, see and think so you can serve yourself? Your story is what holds you back, until you craft a story that opens doors for you. It is a good time to rethink you. How to get in touch with Becca Contact her via LinkedIn, Twitter, her website www.beccapowers.com or email her at Beccapowers1313@gmail.com. Also check out her portfolio: linktr.ee/beccapowers1313 Want to know more about taking care of yourself and being CEO of your life? Blog: You Can Find Joy And Happiness In Turbulent Times! Podcast: Meg Nocero—Can You Feel Joy As You Rethink Your Life? Podcast: Stuck or Stalled? The Time is Right to Rethink Your Journey Additional resources for you My award-winning second book: Rethink: Smashing The Myths of Women in Business My award-winning first book: On the Brink: A Fresh Lens to Take Your Business to New Heights Simon Associates Management Consultants Read the transcript of our podcast here Andi Simon: Good morning. Welcome to On the Brink With Andi Simon. Hi, I'm Andi Simon, your host and your guide. And remember, my job is to get you off the brink. I don't want you stuck there, nobody's going to be stalled. What we need to do is help you. And I say these words very intentionally to help you see, feel and think in new ways so that you can change. And you know, your brain hates change. Sometimes it hates me for telling you you should change. But you also know that things aren't always exactly the way you want them to be but somehow the habits take over and your mind does exactly what it thinks you want it to do. Now we've got to change. So I have today a wonderful woman, Becca Powers Vaughn, and you're going to love listening to Becca's story. I have a hunch it may reflect many of our own stories. And then we're going to talk about things that matter to all of us, like how we change our balance and our work life? How do we really find success? What does that mean? Remember, we're meaning makers. Humans don't have any intrinsic value, so what is success? Are you there? Are you going? Is it a journey? Becca, thank you for joining me today. Becca Powers Vaughn: Yes, thank you for having me. Andi Simon: Tell the listener who is Becca, what's your journey, and then we'll talk about your book. Her book is Harness Your Inner CEO: Rise Into Passion, Prosperity, and Empowerment. We'll talk a little bit about that. But so many other things that she's learned as she's been on this journey. So, who is Becca? Becca Powers Vaughn: So I will introduce myself in the form of a story because I think that it'll help the listeners get a really good idea of where we're going to go with this conversation as well. A little bit about me. So my story starts on the bathroom floor, as far as wanting to help other women. And I'm going to explain that more in just a second. So I'm a 20-year career tech sales executive. I've worked for companies like Cisco, Dell and others. And in the course of my journey, I have sacrificed a lot. I am a mother of four. I have an 18-year-old and a 20-year-old and then an 18- and 20-year-old stepson and stepdaughter. My husband and I have raised a blended family for 12 years. In the pursuit of it all, I didn't have much work-life balance in some of those days. But I remember back in 2013, I was a regional sales manager for Dell. And as a leader, and you might relate to this Andi, hearing your podcast...I've listened to quite a few. But I have a firm belief that people need to come before profits. And while I was a sales leader at Dell, I got recruited by a company that had a very similar philosophy. And I wanted to jump at that opportunity. So I left Dell and in the process of resigning, my VP of sales at the time heard me say all this and said, instead of rejecting me or accepting me, he's like, "Becca, you are the CEO of your life and I'm so proud of you." Right, yeah. So at that moment, I was very empowered. I went into this new career and what ended up happening in this new new career is that I wasn't an exact fit. My leadership style was very different. And what I found out is that in not being fully accepted, because my style was different, instead of coming to terms with that myself, and questioning whether this is a fit for me or not, I stayed committed to this belief. And in doing so, even though it was noble and I think a lot of listeners can maybe relate to this, even though it was a noble cause before profits, what I was really doing was sacrificing my well-being in pursuit of this big thing that I thought was super important. And after three years of doing that, I ended up overextending myself, way too much to the point of extreme exhaustion. And at that point of extreme exhaustion, it was one night after a really bad day at work again, three years into this role, I put the kids to bed, doing all the things. I go to take my makeup off, and I fell to the floor with fatigue. And I always say, it was in my most powerless moment that I came in touch with my power. Andi Simon: You sound like Arianna Huffington, who discovered that self care isn't the afterthought. It has to be tough though, and I am laughing out loud because I remember trying to get my tenure and developing pneumonia so bad that it took me six months to get my health back. Why do we do this to ourselves? What did you discover? Becca Powers Vaughn: Well, I discovered that, and I have the goosebumps as you say that because this is exactly what I showed up to talk about. And I'm so glad there's a relationship going on. Because I think the reason that we do that is because we care, especially as women, we're very servant-based. We are used to taking care of multiple things. And so it's very natural for us to almost abandon ourselves in the pursuit of the things that we think are important to us. And I think that is a really important part of the message, because we beat ourselves up a lot as women. And it's like, Oh, how could I have done that? Or how can I not have seen that? And really, at the end of the day, how did I get on the bathroom floor? I got here because I cared? Yes, not because I didn't care. Andi Simon: I'm curious about when you got off the bathroom floor, which you clearly did, did you have that epiphany that said, Enough, I'm going someplace else, or did you push on and do it better, or changed within your life-work balance, or what was your epiphany? Becca Powers Vaughn: So my epiphany on the bathroom floor is going to tie into the beginning of the story when my VP told me I was the CEO of my life. I'm sitting there on the bathroom floor crying, in a state of powerlessness and brokenness. And then all of a sudden, I remember giving an exhale, like as if I was praying or calling out for help, I don't know, like, I can't power through another day. I just remember thinking this to my head, like, I don't know what to do. I'm feeling powerless. I don't know what to do. And all of a sudden, I call it my instant miracle, that conversation came back to my forefront. And I remember, it was almost like a whisper: "Becca, you are the CEO of your life." And I started giggling actually. I'm like, on the bathroom floor. And this moment of being a complete mess. And my emotions were telling me. It's okay to laugh. I started laughing at myself. And I'm like, Well, if I'm the CEO of my life, I shouldn't be crying on the bathroom floor. I have a lot more power than I think I do. So I rose off the bathroom floor a different woman than the one that went down. And that's how I came up with the title of the book, Harness Your Inner CEO, because it was about harnessing that energy. I'm the CEO of my life. I've got to look at my finances, I've got to look at my spiritual self. I've got to look at my emotional self, mental self, my physical self, and I'm responsible for it all. Andi Simon: So let me clarify, I didn't hear the title til you just said it. It's harnessing. I like that. Take charge because now you can begin to visualize, and we're visualizers, what it is that you have learned. But you want others to see that we're going to take charge of our total being, not a little, a whole thing. Please continue. Becca Powers Vaughn: That gave me the goosebumps again. I love this conversation. So yes. So then I was going to tie back into both the things we talked about: success without sacrifice and work-life balance. What I realized about work-life balance is, it really wasn't obtainable in the way that it was being fed to me by the media, and social and work environments and things along those lines. And then there was a way that I could go about success. It was more of a question, but I knew it was possible. And like, is there a way to go about chasing my success? Because there's a lot of things I love about my career, actually. But can I chase success without sacrifice? And so those became two themes that I really explored and got it out within myself. Andi Simon: And in the process, did you go on a journey? I'm asking because in my book, Rethink: Smashing The Myths of Women in Business, several of the women went off on journeys at that catalytic moment when what they were doing wasn't good. But what they wanted to do wasn't clear. And those journeys, whether they took them through Africa or Europe or wherever with a backpack, or taking time to think and wonder. What did you find? Becca Powers Vaughn: Yes, so I did go on a journey. So my journey was about two years long, but what I think is unique about my journey is, I stayed exactly in my life. I was a mom and my kids were in middle school at the time. I didn't have time to go on sabbaticals or anything like that. But I realized I could go on a sabbatical within myself. And that's exactly what I did. So I did start evaluating whether that job was a fit or not. And as I started asking myself questions and understanding, I think one practical tip I can give listeners is that our bodies are going to tell us what's a fit. When things feel good, we feel relaxed, we feel butterflies, we get excited. When things aren't a fit, and we're still questioning, maybe it is, maybe it isn't, we're using logic to make it okay, our bodies will tell us. I've got a pain in my shoulder. I'm having headaches every night. And once I realized that those signs from my body were really symptoms of things not being a fit, I just kept exploring things that made me feel better. And I ended up in a new job a few months later. The one part I want to share before we pause and go back into conversation is that for me, I had to leave my own way. And what I mean by that is, I technically demoted myself. I went back to outside sales, to some sales professional. And in that, in that one move, I increased my income. I started having success without sacrifice. I found what work-life balance was for me. I was able to put down my phones and emails and dedications by 5:30. I ended up getting a sales territory for the Florida Keys because I'm in South Florida, and I had to drive down to the keys every three weeks. And now I had water on both sides of me with dolphins jumping in the water. Andi Simon: Your visual is so powerful because I truly believe there's a path through life, a little serendipity, but a lot of self-awareness, to your point. We decide with the heart and the eyes, not the head. And so if the audience hears about what you do, and how you do it, and it doesn't feel good every morning, you wake up without a smile on your face, you're on the wrong path. And you can stay on that line and keep pushing it. And Becca could tell you she could have, but there's something in your physical, emotional, human, being. You know how they talk about the gut. There really is a gut that's connected to what you're doing. Did you go searching for that? Or a job? Or did it find you? Becca Powers Vaughn: Thank you for asking that question because I get again the goosebumps. It is a very powerful thing when we finally stop powering through. Maybe it's surrender. That word was always kind of a complicated concept for me to fully grasp. But I do know that that's what happened in my moment on the bathroom floor the next day. And that's like, I have a saying: Admit when things are wrong or just admit when things aren't going right. The next morning, I called one of my work best friends. I was like, Jessie, I just need to tell you that this isn't working. And I ended up on the bathroom floor last night, but I'm empowered today. And the next thing I know, within four hours, she calls me with a job lead to the company I ended up leaving for. And so yes, it just fell into my lap within hours, within 24 hours. Andi Simon: But are we different from the rest of the world? Or are we just paying attention to it differently? I'm convinced that serendipity is one of your best resources. And sometimes you don't really know why something has happened, but you do know that something is happening. And if you can pause for a moment, and you have your house, you have your family, you know you have your husband, you have all these things going right, what's wrong? You want to say something? Becca Powers Vaughn: I'm nodding my head just because it was the pause. As women, I think we power through life as well. Women, I think one of our superpowers is our resilience and our ability to even set powerful intentions for ourselves, even though we can be going through hell. And just like the next day is, I got this, I'm going to show up as my best self. And it was in doing that too many times that I actually got stuck. And it was that power of the pause that allowed me to reevaluate everything. Andi Simon: It is interesting because we don't know where we're going but we do know as women who are aspirational, and career-minded, whatever that means. We could never be simply a stay-at-home mom. I had two daughters. They were 14 months apart. And three weeks after each of them, I was back in the classroom. I mean, that wasn't the way one should do it. But we are very intentional in some ways but not reflective in others. And I got my tenure. And I've been the EVP of a bank and I've been successful in m…

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    318: Michele Bailey—The World Of Marketing Is Transformed. Are You Ready For A New Strategy? Jun 20, 2022
    Show notes

    Hear how gratitude can change your life and your business Michele Bailey and I had such a terrific interview discussing her own life's journey and how to be a successful woman entrepreneur. She is the founder of The Blazing Group, a brand and culture agency born of her strategy-first approach to business, her flair for sharing stories, and her desire to enhance employee wellness while pursuing business goals. Now she has a new program to improve employee mentoring and wellness called My Big Idea® which accelerates business growth while addressing the challenges of balancing work and personal life. Listen in! Watch and listen to our conversation here The power of gratitude can be life-changing 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 is committed to supporting entrepreneurs in the underrepresented diverse and inclusion markets, and is also a successful author. Her new book, The Currency of Gratitude, published in 2021 by ForbesBooks, focuses on the power of gratitude. On this we agree. Together we offer exceptional advice for women in business: focus on the power of the person, and gratitude is a gift that keeps giving. 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 award-winning second book: Rethink: Smashing The Myths of Women in Business My award-winning first book: On the Brink: A Fresh Lens to Take Your Business to New Heights 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 soburn-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…

    Full show notes at the publisher

    317: Steve Markman—Speaking Engagements Are Back. Build Your Business With Great Ones Jun 13, 2022
    Show notes

    Hear how to transform your company by telling your story Suppose you have a great company with fantastic talent. Could speaking become a critical part of your marketing and business development strategy? Perhaps your team could tell your story, explain and enhance the value of your solutions, through the speaker circuit. Although it was difficult to do in-person speaking during the last two years of the pandemic, those times are fading into the background (as we all hope they do) and speaking has emerged once again as a very vital and viable way to tell your story. And that is what speaking is all about — crafting and sharing the right stories to propel your business forward through the voices of your talented leadership. Listen to Steve Markman tell you how he helps businesses do just that. Enjoy. Watch and listen to our conversation here Marketing your company and your brand through speaking engagements As the founder of Steve Markman Speaker Management, a public speaking specialty firm, Steve excels at providing clients with multifaceted services worldwide with successful results. Whether identifying outstanding speakers for your next meeting or developing an executive visibility speaker program for your organization's leadership, he and his team are committed to helping you accomplish your objectives. Steve writes and lectures frequently, and you can connect with him on LinkedIn, Twitter and his website Markman Speaker Management, or send him an email at smarkman@markmanspeaker.com. These 3 podcasts offer more insights about the power of telling your story: Podcast: Richard Medcalf—How To Amplify Your Story To Achieve Great Results Podcast: Karen Dietz—Your Story Is Your Secret to Amazing Success Podcast: Sarah Wilson—See How Great PR Can Build A Better Story For YOU Additional resources for you My award-winning second book: Rethink: Smashing The Myths of Women in Business My award-winning first book: On the Brink: A Fresh Lens to Take Your Business to New Heights 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. And as you know, my job is to be your guide and your host and help you see, feel and think in new ways so you can get off the brink. We never want you to be stuck or stalled. Instead, we want you to soar. But sometimes you need to have new ideas and a new way of seeing things. And in these fast changing times, that's been particularly important. So today, I have with me a wonderful gentleman, Steve Markman. And Steve is a specialist in helping people understand the place of speaking and speeches in your business, and in your own personal career, perhaps. Let me tell you a little bit about him. And then I'll have him tell you about his journey and what he does today. Steve Markman has more than 30 years of experience in the conference and speaker field, but he's crafted it in a particular way. And that's what I'm excited about sharing with you. Since founding Markman Speaker Management in 1994, Steve has secured speaking engagements for over 200 firms globally. So think of it backwards. It's your firm and you're using speaking as part of a communications narrative. That's what's so important. He's worked with clients in all industries and professions, including executives, principals, consultants, coaches, lawyers, you name it, Steve's helped them. And he's worked with IBM Global Services, Pay Pal, Subaru Bank of America. They all understood something important about helping their talent talk to others about what it was they were doing. And that narrative became very powerful. So Steve, thank you for joining me today. Steve Markman: Great to be here, Andi. Thanks for having me. Andi Simon: Now, as you and I were talking, there's a lot to Steve Markman's journey. Share it with our listeners so they know who you are and then we'll talk about all the things you do. Steve Markman: Sure, happy and thank you. So I have been, as Andi said, in the conference and speaker business, if you will, for close to 35 years now. I started out in terms of my career, working for Forbes magazine, which came full circle. Last week they interviewed me for an article in Forbes and it was kind of fun, because that's where I started my career. So it's always been sort of research related. And then I got into human resources, research and working for a consulting firm. And that led me to the Conference Board in New York, which is a very large, not for profit organization that services the Fortune 1000, basically through research reports and conferences, and I was on the research side of the business and writing articles and so forth, and doing a lot of research in HR, and strategy. And then, unfortunately, one of my colleagues took ill; he wound up being fine, but for a few months, he was going to be out of the office. So my boss came into my office and said, You are now in charge of the conferences because that's what this guy was doing for the HR conferences. So that started a career in conferences, and I found that I really enjoyed doing them. I really enjoyed creating content from a blank piece of paper and the whole idea of educating people in a way that is similar to a teacher, but educating a wide swath of companies and their executives so that they can go back and hear about or talk about the best practices that they heard about at the event. And then they can apply it to their companies, and their companies can grow and so forth. And I felt like I was doing something good in that endeavor. So that was a long time ago. I enjoyed working for them. I came up to Boston to work for the company that used to be the producer of what was called Comdex. Comdex at its peak had 200,000 attendees in one show; it was for the computer trade show industry. Many of your listeners I'm sure have been there. It was a four headed monster. There were 25 hotels being taken over and several convention halls and I was in charge of their conferences, specifically having a couple of face-to-face's with the Las Vegas fire department because too many people were there. It was in Las Vegas every year. It was quite a great experience and then I went to a couple other companies. Then in 1994, I started my own business 28 years ago. I was doing a conference for Clemson University. I had set up their conference division, and the sponsor of one of the events of the business transformation conference was IBM. And IBM came to me there, the liaison I was working with, and said, You know, we need more speaking engagements. So we don't care that we don't want to get paid, it's not a paid gig, we just want the exposure because they were called IBM Consulting at the time, maybe $200 or $300 million in revenue. And they wanted more exposure because people thought of them as a hardware company. And that's what speaking does. Speaking gives an opportunity to executives and/or owners of small companies, whatever the size may be, all the way up to Fortune 500 companies. It gives them an opportunity, without doing a sales pitch, to impart a message that shows that they are subject matter experts. And so by definition, after someone does a non-sales but good objective speech, someone's going to look up and say, Oh, I didn't know that IBM Consulting actually doesn't just sell hardware and software, that they do business transformation and strategy consulting and all that stuff, which at the time nobody knew they did that. So yeah, now it's a $30 billion division of IBM called IBM Global Services. I am not necessarily going to take credit for that rise in revenue, but a little bit, just a little bit. And it was the start of a shift from me creating the conferences and the content and recruiting speakers, to representing companies on the speaker side so that I can find them speaking engagements. I had so many years of reviewing and reading presentation proposals that the transition to now write them for my clients was fairly easy. And it turns out, a third of my clients over the years have been PR firms, because PR firms also do what I do, which is to find these speaking engagements, but many of them don't have the resources or they don't have the people with the experience in this sort of niche business. And so they partner with me to help their clients get speaking engagements. So that was a long answer to a short question of how I got to where I am. It's been a nice ride. Andi Simon: It has been. For me, I've been in business 20 years. And before that, I spent 20 years in executive roles in companies. And speaking was always a piece of what I did. As an anthropologist, it gave me a way of telling people how a little anthropology could help their business grow. But during the pandemic, it was all virtual. And I actually did a whole lot virtually, which was very exciting. But during this period, how did companies change how they use speaking? Or did they change? And how can you give our listeners and our audience a little context as we're coming out of this pandemic? Because I think the times are important and the context matters. What do you see? Steve Markman: Absolutely. And I do have a close lens on the industry, following it fairly closely. And before I specifically answer that question, I want to also mention that what we're going to be talking about today are the unpaid speaking engagements that companies use to create visibility, build awareness, sometimes generate specific leads, mostly also for all companies. It's a strategy for thought leadership. But then there's a whole separate sector within the speaking industry, as you know, that is paid speaking. And in the context of that, those paid speakers are typically keynote speakers and I have a separate division that handles those kinds of folks. But when the pandemic hit, as I segue into answering your question, when the pandemic hit, I mean, life as we knew it stopped on a dime. So for three months, nobody did anything. It didn't matter what industry you're in, but it particularly hit the conference and meeting industry hard. And by the domino effect, the hotel and hospitality industry as well, because the speakers, the conferences went away. And so for a few months nothing happens, and then conferences realize, especially association conferences, they rely on meetings as a very large part of their revenue for attendees and sponsors. And so what they learned very quickly was the Zoom world. And so everything that was planned for the fall and the rest of the year that was in-person had to shift. Literally, the word pivot became, I think, the most used word. So they pivoted to virtual, another new word. Before we just called it online. Now, it's a virtual event and everything went virtual. That was from April til the summer of 2020. Everything was virtual only, then things started to get a little bit better. And the hybrid came into existence where people started to organize and started to have more events and conferences in person, as the number of COVID cases started to go down a bit. But there were still a ton of people who were still afraid to go anywhere. And so they might have a small crowd in-person, but most of it was online as a virtual. So that was what they called a hybrid. Then 2021 came, and everybody started getting more optimistic that there were more things that were going to be in person, and then Omicron came. So it's like a roller coaster up and down. So where we are now is that with Omicron passing, but variants still out there and ready to pounce on us, we don't know what's going to happen. Things may happen, great, they may not. And so organizations are realizing that they need to be prepared for anything. But most of the events for the rest of this year, starting maybe February or March, a couple of months ago, through the end of the year, and through the first quarter of next year are pretty much all either in person or hybrid. There are still some events that are only virtual, they tend to be shorter, not like full fledged conferences, like maybe a one-hour or a 90-minute webinar. But I have to tell you, Andi, what's interesting is the paid speakers, they had to cut their pay. Now they're back to almost full pay because it's back in person. But the unpaid speakers, which represent 90% of all speakers, and a lot of people don't realize that what happens is, these associations and companies that put on conferences, if they paid all these speakers, they would quickly go out of business. So they pay for the keynote, or they put aside a budget for some subject matter expert, and then everybody else, all the solo presenters or the breakout sessions, the panelists, nobody gets paid to speak, they don't even get their travel paid. A lot of people don't realize that but it's what I call future income. They're not getting a check to speak but they may be going to get some business, more customers and more clients as a result of speaking, which I believe they typically do. But what was interesting, what happened was, when the pandemic hit, and everything went mostly virtual or all virtual, I actually think there were more speaking engagements then there were pre-pandemic. And the reason is because having no ability to have an in-person conference, there was no other way for an association to reach out to their members and prospects and constituents. So the best way to do it was the only way which was virtually. So all of a sudden, before, maybe they did one or two webinars a year, now they're having monthly meetings, and even on a national basis, because it was easy. You could be anywhere in the US or in the world and still be able to speak into your black box 20 inches wide and whatever tall and you didn't have to leave your office or your living room or your home office. And so they needed more speakers for these events. Many of them were networking, but many of them were part of a company that needed a speaker. And so I was able to provide a lot of these organizations with the speakers, even more so than I was before because of the need. And so I think that it won't go away. The virtual is here to stay. The hybrids will be here to stay. The only-in-person I don't think is going to be there anymore, and there will always be some piece of a larger event that will be virtual, because there's always going to be some small number of people who don't want to travel, depending on what's going on in their area and COVID. And so it's going to be a different industry as it's evolving. But I think that it's coming out on this other end, at least for now, stronger than before because there are more ways to reach people. Andi Simon: Well, I was at one virtual conference in Amsterdam, I didn't have to leave home to get there. And they had 25,000 people attend. You can't get to people like that if you don't. It's interesting as I'm listening to you, because I had about 35 workshops or speaking engagements this year, virtually all virtual. And it allows me to do a lot more. One week I was in Idaho, I love Vancouver, and Delaware, without going anywhere. So there's a lot to be said for this and sort of interesting things you want to do. Oh and tell our audience to think about speaking. Because I do think there's something that businesses need to pay attention to about why they are taking their subject matter experts, using them out in the market, they may already know it, but you're so good at that. How do you help companies use speaking as a way to build credibility narratives and market themselves for lead generation business creation? Your t…

    Full show notes at the publisher

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