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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:
    306: Terry Earthwind Nichols—Energized To Expand Your Horizons And Search For The Future Of You? Mar 14, 2022
    Show notes

    Hear how to create an environment where people love to work! I always enjoy talking with Terry Nichols (H.E. Amb. Terry Earthwind Nichols). We had a great conversation during our first podcast in January of last year. Today we discuss how Terry's life story has taken him in many directions, leading him to a splendid place where he is helping people find their own way. After learning that he is a Native American, he began to see his own life through a fresh lens. In the U.S. Navy, he experienced a range of tests and challenges which led him to become an innovator and visionary. Now as a Visionary Strategist, Terry works with those seeking to change the way they and their businesses achieve success. Listen in and learn! Watch and listen to our conversation here Success not based on fixed goals but on a long-term appreciation of achievement During our podcast, Terry and I not only talk about his ideas around consortium, vision, achievement and what makes a good leader, we also touched on Evolutionary Healer, a global transformational performance improvement company which he co-founded with his wife, Linda Vettrus-Nichols, as well as his work with the United Refugee Green Council. About Terry Earthwind Nichols H.E. Amb. Terry Earthwind Nichols is co-founder and chairman of Evolutionary Healer. He also leads Earthwind Academy which specializes in training practitioners, small business coaching and consulting programs. You can connect with Terry through his website, LinkedIn and Twitter, or email him at terry@evolutionaryhealer.com. Want to be an awesome leader whose employees achieve great things? Start here Podcast: Richard Sheridan—How To Lead With Joy And Purpose! Podcast: Meg Nocero—Can You Feel Joy As You Rethink Your Life? Podcast: Peter Winick—Can A Thought Leader Help You Think Better? Additional resources for you My best-selling new 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 website Read the transcript of our podcast here Andi Simon: Welcome to On the Brink, a fresh lens to take you and your business to new heights. I'm Andi Simon. I'm your host and your guide. And as you know, my job is to help you get off the brink. I don't want you to get stuck or stalled or not be able to continue to grow personally or professionally. So who do I have here today? Remember, I go looking for people who can help you see things through a fresh lens. So today it is an excellent ambassador Terry Earthwind Nichols. Now Terry and I met through Peter Winick, a wonderful thought leader group. Terry is an extraordinary thought leader among the top of the top. And he's graced our video and audio today with some really wonderful insights about the changes he's seen all around us. Now, as you know, as we're coming out of this pandemic, and I know we'll come out of it, we're all learning to live in a different way. The businesses we're working with, we see they're all trying to rethink how they run their business. What is the culture? You know, how we manage, evaluate? How do you reward or evaluate remote workers? Is it my output or outcome or time spent? Everything is in flux. Humans hate that. If you haven't noticed, we want certainty. But where you don't have it, you never have it. But we're going to talk today about what Terry is seeing, what I'm seeing, and what you should be looking at. So you can see through a fresh lens, how to rethink your own life, and those in your business. And those all around you, Terry, thank you for joining me. Terry Earthwind Nichols: Thank you for bringing me in. And yeah, this is a terrific follow-up from great conversations we've had over the last couple of years. So yes, I'm glad to be here. Andi Simon: I could read Terry's bio but I want him to share with you his bio, because his journey has been an interesting one: Navy, all over the world, the work he's doing. He's going to Nigeria. He's got a really rich life. Let him share it with you, please. Who is Terry Earthwind Nichols? And then we'll talk all about what you want to share today. About consortiums, because it's exciting stuff. Terry Earthwind Nichols: Yes, well, the name starts out to be kind of interesting. I was born in western Montana and raised in the Rocky Mountains. Mountain boys run up and down the sides of mountains and those kinds of things. And I was raised to believe I was a fourth generation Irish American white boy. And it wasn't until I was 46 years old that I found out I'm Native American. And so I contacted my tribe and connected with them. And they gave me the tribal name Earthwind, which means his breath across the earth, because they knew that a lot of my journey and in life and what I'm doing with my companies has to do with a lot of world travel. And so Earthwind was the name they gave me. And that works really well for branded and otherwise because if you were to Google Terry Nichols, you get about 17,000 in North America alone. That's a lot of Terry Nichols! Andi Simon: A lot of Irish Americans. Terry Earthwind Nicols: Yeah, right. And, you know, Terry Earthwind Nichols, you get my companies, my social media, YouTube, podcast, whatever. And there's only one in the world. So that works out very well for me. And for you numerology people, it's a prime, all my variables of my name, come out to the prime number of eight infinity. So I keep going and going and going and kind of like the energy of the Eveready bunny from back in the late last century. Andi Simon: Energizer? Well, you are an Energizer Bunny. Over your journey, though, you've had a number of very important, I'll say catalytic moments as your career has developed. And like catalytic moments, I'm a believer in serendipity. So, infinity, sir, tell us a little bit about that journey so that people can really appreciate the wisdom that you're going to bring them. Terry Earthwind Nichols: Well, I'm one of those people that walks into a room and unconsciously people are drawn to me, particularly the leadership who may be in the room. That happened to me many times in foreign ports in foreign countries. I would be part of that delegation from my Navy ship to a welcoming of some sort. And invariably, the military commander of the whole area would end up talking to me for half an hour or more and talking to my seniors for a couple of minutes and that was it. And so that's happened a lot to me in my life. I loved my 20 years as a Navy man because I got to see a lot of the world and meet a lot of very interesting people. And now that I'm out, I've had many jobs and many careers. And all of that has served me to what I'm doing right now. And that's speaking on the world stage about many things, with thought leadership being a primary one. I am mentoring some very high level executives from around the world with all of that experience in my journey in life. At 69 years old, I am having the best time, even with COVID. You know, yes, I love speaking on the stage. But I've spoken to 1000 or more people right here, online. So that continues as well. It's been a wonderful life, and I look to even more things coming in the future. Andi Simon: Well, it has been and I agree with you, COVID has, for those of us who adapt well, we found all kinds of new values and roles to play. You have your eighth book coming together and I was very interested in how you were developing it. Tell the listeners a little bit more about the seven books because they seem to all be built on each other. And then we'll talk about this eighth one because it's about consortium. And I'm writing my third book and we're focusing on how collaboration has become so essential for people to run good business but also to build a good society. Tell me about your books, all seven of them, and then we'll talk about the eighth. Terry Earthwind Nichols: Well, the first two books are about my journey in life. My Facebook friends, my social media friends, all encouraged me to write this down. You got one interesting story. So I'm writing 13 volumes, which will ultimately become a biograph. Each book is a chapter of the big book so that when we get all 13 of them done. In Native American culture 13 is a lucky number, not an unlucky number. And so 13 books, 13 chapters, one result. And then my wife and business partner and I have written two books about what we teach people. Evolve your business, things that are very important for people who have started up a business and now they want to take themselves up to that next level. This is great information. Teachings from the Fire is a little bit of Native America again where we put some basic teachings together for life and for career, things to think about at different points as you journey in life. This one all the way up here in the corner up there is a compilation of my poems and quotes that people love. I put a book out just for that. And Andi and I, as she mentioned earlier, Peter Winick's wonderful group put this compilation book together about how to hire and how to look for people in the 2020s. You know everything's changed. And from that, I've taken my teachings in business, from my mentees and my coaching clients, and I am creating book number eight right now, which is Consortium: The New Business Model for the 21st Century. So consortium is coming together with other people, other thoughts and collaborating with each other to create a non-competitive, collaborative business environment. So the business across the street no longer has competition. You're partners in service to the community changes the mindset and everything changes. So what is consortium really? Ladies and gentlemen, think for a moment about the last time you really achieved something. How good did you feel? How bad did you want to do that? Again, you wanted to repeat that feeling. And if you did it in a company, or in a group of people, you want to connect with those people again and do it again. So if your company that you work for becomes people-centric, and not resource-centric, so we're throwing out the words human resources and making it people-centric, and the people become the place to go to get your records, you become part of a vision of a company that is not connected to timelines and goals. Timelines and goals and the old business model made it very right to make liars out of people, to make dishonest people out of honest people. And let's face it, we've all missed goals over and over and over again, and you get very deflated and burned out. But if you take away those metrics in a business model, and you build in a set of achievable stops along the way to get to a vision that you all share, here's what happens. People who achieve regularly, they don't get sick, they live a healthy lifestyle, they're happy at home and at work, therefore, they don't burn out. And people who are happy and can't wait to get to work, do exactly that. So work from home is not as important anymore as getting back with the team and doing the next achievement. So people don't leave those companies. Great resignation kind of nullifies itself. When you have a company like the Virgin Group, you know, they do it right. Take care of your employees, they'll take care of your clients. Right? And they do it every time. He's like the Midas touch. Richard Branson, Sir Richard, is Midas touch anything he does, it rolls, because he's got that mindset. Take care of the people, hire good people, hire for brains, not for models, right? Not a good old boy network or anything like that. Diversity, and those kinds of things are not really as important in Virgin Group, as brains. People who can contribute to a whole, they're going to be happy and well taken care of. They'll take care of their people. So that's a great model right there for that. So that Andi is where Consortium has come from, and it's going to move to the fore here, rather quickly, I believe. Andi Simon: You know, though, human beings hate to change. Their mind creates all kinds of wonderful cortisol, your amygdala likes to hijack the new. Even as you're speaking, I find myself saying to myself, well, yes, but and the intrinsic motivations. When you talk about Richard Branson, and trying to find the right people, there's wonderful research that is out there about if you make it playful, people love to come and have fun with their work. If you engage them, you know, Google's 20. You have 20% of your time, you can do anything you want. And some of its best ideas have come out of those 20%. There's a tech company in Australia — Atlassian. It gives people a day a month to do whatever they want. It's called FedEx Days. They give employees a chance to work on anything they want for 24 hours and deliver it overnight, hence the name. All these kinds of things are important. You made a mention about whether the remote was good or bad or coming back into the office. And I have a bias and that is, I think people have a choice where they want to work. The question is, what do you want them to do? And the problem isn't the workspace or how they collaborate or gather, it's enabling them to add value to whatever it is you'd like to do. We have had a wonderful client for five years now. And all 70 of the employees are remote. And some of them want to come back and some don't. But it's irrelevant. The question is, how do we help you get the job done, however you'd like to work? Isn't that a wonderful mature opportunity in this day of technology. But the word consortium is a very powerful one. And I don't want to lose its impact because you're not simply saying collaborate, you're saying, which I think is extremely powerful right now. It's not coordinated. It's not command and control. It's how do you gather the resources and let them work on it? But it also requires new ways of working. Any thoughts about the consortium organization? Terry Earthwind Nichols: Very good point. When you have a consortium, you have a mixture of experience, model sets, mindsets. When you bring in, you know sports people love the analogy, you bring in your team and you build a team that's dedicated to each other. And the result of that dedication is winning. Now, what happens if you take out the need to win, and you leave in the best players. The best players will win because they take care of each other, they respect each other, and they can't wait to work with each other remotely or otherwise because a lot of what we do is on a computer screen anyway. Okay, a desktop model of some sort. So both an in-office and remote combination is perfectly fine. The concept in Australia I think is an excellent one. And the consortium of people that we have for our consortium division is called Evolutionary Heater. We are working with Global Fortune 500 companies. Depending on the type of industry of the company. Let's say it's a bank. I love to use a bank analogy. I bring in three, sometimes four, including myself, world renowned experts, specialists in the banking and financial industry, to go to work for this corporation and work with them for three years. And then we bring in specialists that are needed as we progress through the three years to do something with the Chief Experience Officer. For instance, I have somebody who's really incredible in Germany, who does experience, and they work with that person, and they're part of that corporate world, until whatever we brought him in for is completed and…

    Full show notes at the publisher

    305: Laura Rotter—Do You Want To Build Your Wealth Or Enjoy Financial Well-Being? Mar 07, 2022
    Show notes

    Hear how you can build wealth AND a happy life Laura Rotter and I met through the Business Council of Westchester, a wonderful organization that brings together great people, men and women. Laura is the founder of True Abundance Advisors, a financial life planning and wealth management firm. As she tells you her life journey, her story will resonate with you. She is a great woman to interview and share her journey with our listeners. I know you will gain knowledge about yourself, your business, and what makes you truly happy. Are you living to work or working to live? Watch and listen to our conversation here None of us find out what we "really" want to do at the beginning of our careers. We are on a journey. Along the way, we discover all the things that we love to do and those that aren't in our wheelhouse. Laura did just that. She had many years of managing money for institutional investors, then found that her definition of abundance was shifting. She will tell you how that discovery happened for her—and might happen for you. Her mindset changed from "I must use my life to make money," to "I can use my money to make a life." Sounds cool. It is. About Laura Rotter Laura's mission is to empower midlife professionals to use their money as a tool to create more freedom and flexibility. She is passionate about sharing her expertise to guide her clients toward decisions that integrate the attainment of both financial security AND life satisfaction. You can find Laura on LinkedIn, Facebook and Twitter, or you can email her at laura@TrueAbundanceAdvisors.com. Looking for fulfillment, in your work and in your life? Here's a good place to start Blog: 5 Ways You Can Find Happiness And Joy In These Turbulent Times Podcast: Meg Nocero—Can You Feel Joy As You Rethink Your Life? Podcast: Richard Sheridan—How To Lead With Joy And Purpose! Additional resources for you My best-selling new 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 website Read the transcript of our podcast here Andi Simon: Welcome to On the Brink: A fresh lens to take you and your business to new heights. Hi, I'm Andi Simon. As you know, I'm your host and your guide. Our job is to help you get off the brink and that's not always so easy. So I go out looking for people who are going to help you do three things. Can you see in a new way, fresh lens? Can you feel it? Remember, we decide with the heart and the eyes. And then can you think about the problem you may have or the issue you may want or something that is really a trigger for you in a way that can help you actually do it. So I don't want to skip the action part. But today, I really am delighted to have Laura Rotter with us. And she's smiling. And you're going to smile also as we listen to her talk about her own journey, but also about how she helps people see, feel and think in new ways. Because at the end of the day, we live our story as it is today. And we think that's reality, but it's just an illusion. And that illusion is taking care of us, but not necessarily taking us to where we'd like to go. And she's going to talk about how she helps people pause and rethink their story so they can begin to move somewhere new. The question is, what's the problem to solve? It's not as if we have solutions. And she and I both approach women with the same kind of question, Let's really get to what matters to you. And what I find often is that they don't quite know. And then what's the real problem with getting that going? I don't know much about that either. A little bit about Laura. She's the founder of True Abundance Advisors. Don't you love the name of that firm. It is a financial life planning and wealth management firm. Her mission is to empower midlife professionals to use their money as a tool to create more freedom and flexibility. And she's passionate about sharing her expertise to guide her clients toward decisions that integrate the attainment of both financial security and life satisfaction. This is financial well being and it isn't just wealth. It's well-being as a sense of purpose. So we're going to be talking a lot about being present, encouraging gratitude, which I'm actually writing an article about gratitude. Gratitude improves our well-being in such important ways, clarity and abundance. Laura, I'm so delighted to have you here with us today. Thank you for joining us. Laura Rotter: Oh, my pleasure, Andi. I'm so excited to be here. Andi Simon: Why don't you share with our audience who's Laura? What's your journey been like? So who are you and tell us about yourself. Laura Rotter: Oh, I'm happy to share my story. So I'm a career changer. I had close to a 30-year career on Wall Street. I always like to joke that I started when I was 12. And as I look back on that career, I really see it in thirds. So the first 10 years of my career were amazing. I loved what I did. I had been a nerd. Let's say in high school and a bit in college. And then when I began to work as an analyst, looking at companies and deciding whether or not I thought it was worthwhile to invest in them, I found a career that was intellectually challenging, that I was good at. And that, frankly, paid me a nice amount of money. And so it became my definition of who I was. When you're in your 20s, you're looking for that identity and my work as an analyst on Wall Street gave me that identity. I had been an English Lit major in college. Specifically because I find that when you read books, you know, as an anthropologist like you, you're becoming aware of what's the political environment. What's the economic environment? What's the backdrop of that story? Well, being what was called a generalist on Wall Street, I didn't work on one specific industry. I was always learning new industries and what's affecting the industry, what's going on in the environment, economically, politically, that's having an impact. And so I really loved what I did for them. Andi Simon: You sound like a Curious George. I often think of ourselves as curious Georges. We can't get enough. That's fascinating. How can I learn more? Hey, that was the first 10 years. And now you're going into the next stage. What happened? Laura Rotter: So the next stage, I had three children, all in diapers under the age of three, which could be a whole other discussion. I was for both financial and logical reasons the primary breadwinner, not the primary caregiver, my husband became Doctor Mom. But still, it was quite a busy household. When I wasn't working, I was involved in childcare. I was busy. I was raising my children. I don't really remember thinking that much about what I did. I took it for granted, I was supporting the family. For the last 10 years of my career, so let's say early 2000s through 2013, I hated what I did. I was miserable. Oh, first of all, the industry itself had shifted from the nerds in high school, as I said, who discovered that they could do something intellectually challenging and make money. Now, it was more and more the frat boys in college, who realized they could leverage their relationships into making money. It frankly became all about making money. And the economic environment had shifted. So that as interest rates lowered, everybody was chasing the same ideas for a lot of risk and not a lot of reward. And I was bored. I didn't share the values of the people I worked with. I was miserable. But, I had a story, right. I had a story that I needed to earn a certain amount of money and practically, I had put a lot of overhead in place in my household. We have a 6000 square foot house on an acre of land. We had a vacation home. I had three kids in private school and camp and we took fancy vacations. I really had become trapped by the life I had created for myself. And around that time, I started to find mindfulness practices, and to practice yoga. I started to meditate. And it slowly occurred to me that like, Oh, I'm not going to get a do-over in my life. This is it. And that I myself was creating a story of victim. You know, that I had no choice in my life and that I was a victim of my life. And then I had an extraordinary occurrence. I took a day off to go to a silent meditation retreat. I actually found the journal in which I wrote an entry as I commuted into the city the next day saying, I'm not going to be a victim of my life. I was working for Citigroup at the time. And I decided I was going to approach my boss and make some suggestions for changing the morning meeting, changing the way we discussed investment opportunities, so that I felt more engaged, and I was no longer just pushing through. Well, Andi, I don't know if it was that same day but perhaps a day or so later, my boss called me into his office and said that there was a group-wide layoff, not for cause. And I was given a very nice severance package and he felt that my services were no longer needed. And I just want to share one more thing about that. So within that week, I accidentally fell down the stairs, like tripping down the stairs at home, and just started bawling. And my husband said, Laura, this is what you've been looking forward to. You've been wanting to leave, but you just couldn't bring yourself to do it. And I looked at him and I said, This has been my identity for close to 30 years. I mean, you can hold both. And I was excited to have an opportunity to re-create and at the same time I was terrified. Who am I? So I explored a book: 90 Days to a New Life Direction. I explored becoming a yoga teacher. I actually did a yoga teacher training, then I decided with my tight hamstrings that was not my life's mission. I did interview several friends who had become rabbis later in life. I have a very strong spiritual yearning. And they all loved going to school and writing papers and that really wasn't drawing me. Andi Simon: I love the story. I'm so glad you're sharing. I'm watching your face and I'm saying this is really a journey others need to listen to. And the next part. Laura Rotter: The next part was becoming a financial adviser to women. I didn't quite know what that meant. I informational interviewed and ended up being asked to join an already existing wealth management firm, which I did for a little under two years. And there I learned what financial planning was and how much I really loved working with individuals. I also realized that I wanted to create a firm in my own image that had a specific way I wanted to work with people. As I mentioned to you, a specific client I wanted to work with, specifically, midlife professional women who were similar to me, were either kicked out from or burnt out by their corporate jobs, and have the sense that there was more meaning and purpose to life than they had been able to feel. And to help them use their money to align with meaning. And so in fact, that was June, July 2016. I named my firm True Abundance Advisors and hung out a shingle, started the work I do today. Andi Simon: That is just a great story. I want to emphasize a couple of parts that touch my heart, which is: did you have any support along the way? Or was this all your self-awareness as you began to reflect on who you are and who you were? Because you had a good husband, I'm assuming. Mine has always been my support, but he couldn't decide for me. Now I'm in business 20 years. And when I said to him, I'm going into my own business, he looked at me and said, Okay, what are you going to be? And I said, I don't know. So I found a PR firm. And John Rasika said, Andi, you're a corporate anthropologist who helps companies change. And I said, bingo. I didn't know anybody who was searching, and I picked up four clients right away. But to your point, though, we need to know who we are. And I always look to John. I can see him saying those words to me, because it was as if he had a mirror and he went, ah, bingo. That's who you are. Without my husband, I never would have been there. Did you have that support base for this? I'm always wondering whether women look for outsiders or are afraid to trust. How did the journey go? Laura Rotter: I agree with you, Andi. There's no journey that's all alone. And so many things come up. As you asked me the question, the first support is a yoga teacher I found. Because that really opened me up to listening to that still small voice inside that I don't think I ever truly listened to in the same way. Also, when I was working for the other financial planning firm, I found a group called the Alliance of Comprehensive Planners who both taught a methodology of financial planning as well as a flat annual retainer fee, not taking commissions for selling products. Not necessarily even managing money. So not charging an asset under management fee, though I do manage money, but I really wanted to be agnostic. I just wanted to work on my client's behalf and not have any conflicts of interest. And finally, I do want to shout out to my husband. Starting this entrepreneurial journey, I don't want anyone to have the idea that I hung out a shingle and then life just took off. It's always a series of peaks and valleys. And there was a time when, there aren't that many women in the financial services industry in general, and certainly not in my part of the business, and I was approached by several firms to consider joining them as an advisor. And it was during a low point where I felt like, well, maybe it would be good to know how much money is coming in each year with some little incentive to bring more clients in. And I remember taking a walk with my husband. He has frankly always been more anxious about money than I am. And I told him that I was considering, I was in the middle of interviewing, joining another firm. He looked at me and he said, This is the most creative you've been in your entire professional life. Why would you leave that? And I get chills because I really felt responsible to him. I rocked his world by walking away from the income I was earning when I worked on Wall Street and it wasn't easy. And I really appreciate that he recognized. Andi Simon: Your husband and mine should get to know each other at one point because they could share notes on their crazy wives who they love dearly, and they'll do anything. And I often go back, my husband refused to allow me to not finish my PhD. And he sat there while I read this awful document I had written and without a copy editor, and he and I went through this whole big dissertation, and I got my doctorate. But I must say, without his enthusiasm, I'm not quite sure I wouldn't have walked away and said, yuck. And then he encouraged me to take my daughters to Greece to do more research. I don't know, they were four and five years old, and I took my two kids on a plane to go study Greece. You know, you can't do it in life without a go-for-it person. Right? So it's the same for these midlife crisis women. The ones that worry me the most are the solos, who don't have another. I become their other. And we become remarkably important to each other. Me to listen and provide encouragement in them to begin to craft a new direction in a way that matters to someone. And I watch them transform, I suspect you see the same. I get such joy, because I don't do anything except help them see themselves through a fresh lens. And all of a sudden, they go whoosh. And then they call back a…

    Full show notes at the publisher

    304: Laurie Hirsch Schulz—How Can Small Businesses Build Great Big Companies With The Right Support? Feb 28, 2022
    Show notes

    Hear how to navigate change so you can grow and thrive Laurie Hirsch Schulz did something quite awesome: she left corporate life to pursue her calling as a coach and a champion for small businesses, particularly for women solopreneurs. She had a great job, only to discover that she had had enough. Sounds like a recurring theme among many of our podcast guests. They are talented women ready to steer their power and their energy in new directions. Laurie's creative genius is in seeing unmet needs in her markets and finding innovative ways to solve them—rather Blue Ocean style. So much to learn from her! Enjoy. Watch and listen to our conversation here We talk about the many different types of leaders Laurie works with: Career Explorers: Professionals who are ready to purposefully define what personal and career success means to them and build the path forward to get there. Small Business Founders: Mission-focused entrepreneurs who are committed to building their businesses by harnessing opportunities in an ever-changing world. Not-for-Profit Leaders: Non-profit CEOs committed to building mission-driven, strategically sound, high impact organizations that are change resilient, even with limited resources. About Laurie Hirsch Schulz Partnering with individuals and organization leaders to navigate change and disruption when the path forward is unclear, Laurie specializies in building effective action plans that reflect mission and values while identifying and working through roadblocks that may get in the way. Through her firm, LHS Coaching, Laurie takes a collaborative approach to empowering individuals through 1:1 services, Mastermind groups and interactive workshops. Laurie is the founder of Broad River, a networking organization that provides women with a relaxed space to connect and build community together. She also serves on the board of Westchester Youth Alliance. You can connect with her on LinkedIn, Facebook, Instagram or her website LHS Coaching, or email her at laurie@lhscoaching.com. Trying to build and grow a business? Here are some great places to start Blog: How Do You Grow A Business In A Fast-Changing Market? Blog: Best Practices to Scale Your Business for Growth Podcast: Kim Bohr—Assessing Your Company's Organization To Sustain Growth In Changing Times Additional resources for you My best-selling new 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 website Read the transcript of our podcast here Andi Simon: Welcome to On the Brink, a fresh lens to take you and your business to new heights. Hi, I'm Andi Simon and I love my podcast because I can bring to you all kinds of interesting and wonderful people. We share our conversations and more stories to help you see, feel, and think in new ways so you can get off the brink. I cannot tell you how many folks come to us because they are literally on the brink. They are sure they don't want to do what they've been doing, but are totally unclear what they might like to do. And in the lack of certainty, humans become immobilized. We become a deer in the headlights. And so our job, as coaches, anthropologists, and as consultants is to help you see what's possible, and then help you actually try it. And it's not as hard as it might seem because there are so many of us who are doing this. Now, today I have with us Laurie Hirsch Schultz, whom I met through the Business Council of Westchester. What a great organization. It is a great organization. And I welcome her here. Let me tell you about her. Let me read you her bio. It's very exciting. Laurie Hirsch Schulz partners with individuals and organizational leaders to navigate change and disruption where the path forward is unclear. Now I say that to you because humans hate the lack of clarity. We want certainty. Think about the pandemic. The thing that disrupted us most of all was that we didn't know what was happening. We're futurists. If we don't know where we're going, it's hard to live today. Big problem. Laurie coaches, focusing on building effective action plans that reflect mission and values while identifying and working through roadblocks that might get in the way. Through her practice, LHS Coaching, she takes a collaborative approach to empowering individuals through one-on-one services, mastermind groups and interactive workshops. This is going to be a fun conversation, in part because it's just because I like Laurie a lot, but I also love the things that she's done. And I'm going to let her tell you her story. And then we'll talk some more about how do you, whoever you are, man or woman, begin to think about your life through a fresh lens. Because the times they are a'changing, as Bob Dylan sang in 1964 and it's still happening. And you don't want to be the last out. Laurie, thanks for joining me. Laurie Hirsch Schulz: Oh, Andi, I really appreciate you having me. I've been looking forward to this conversation as well. So I've been a coach since I started my business in the fall of 2018. Before that, I had a 20-plus year corporate career. I worked for Kraft Foods for 15 years. I worked for Visa, the credit card company, for another seven and a half. I was a marketing strategist. So I never aspired or expected to be an entrepreneur or a solopreneur, which is what I am today. I took a really traditional path. I graduated traditional, I graduated from undergrad, I worked for four years in PR, I got my MBA, and then I went straight into Kraft Foods. And I worked there for 15 years doing marketing strategy leading a variety of teams. Then I moved to Visa where I led an internal marketing consulting practice. And, again, pretty traditional until 2017 when it just wasn't working for me anymore. It was a good career. I kept moving forward. I had an opportunity with Kraft to live in Europe for a couple of years. I got to travel to really interesting places with both jobs. But I was really busy. I was a wife. As a mom, I had two kids all through this time and I was working. So I never had the time. And things were working well. I enjoyed my career, I kept progressing. I never had the time or luxury or even thought about thinking about what do I want to do? Where am I going? What do I want? And then in 2017 it just stopped working for a whole variety of reasons. And I was really fortunate enough to be able to negotiate an exit package, which was incredibly empowering. Then in late 2017 I commenced my reboot year is what I call it. I had just turned 50. I started my reboot year. In fact, my husband threw a reboot party for a surprise party for me. It included rubber boots-shaped glasses and shaped cake. Yeah, it was great. And all our friends were there. So I mean, I really felt supported. And so it was my reboot year. And it really was a luxury. It was a luxury but it gave me the opportunity to pause and be really reflective about it. You don't need a whole year to do this. And in fact, I didn't take a whole year. I pretty quickly realized that coaching was probably the direction I wanted to go. But to have that luxury to be able to take a step back and actually be able to be really thoughtful about what you want to do is so important. And I think you can do that throughout your entire career. And we can talk about that a little bit. But here's what I learned during that reboot. First of all, the power of the pause, as I mentioned, and then really being able to do that internal work, like, assess who are you? I mean, you mentioned in my bio that I look at values. And that's the first exercise I do with anyone I coach is, what are your core values? What are the five things that are absolutely critical to you? And I think it's an exercise that people do fairly easily. You give them a list of values, and they can do it fairly quickly. But people don't generally always think about that. And so identify what those values are, and have them as guideposts for what's working for you and what's not. That's really important. So that insight works. Andi Simon: They almost become non-negotiables. Is that how you see them? Laurie Hirsch Schulz: Yes, they are non-negotiables. And what I find with everyone, and myself too, if your work or anything in your life is not aligned with your values, if there's a gap, and we rate them, like on a scale of one to five, one being not so great, I'm not living them today, and five being a yes, I'm living them fully. If you're at a one or two, or even to a certain degree, a three, you're going to be really dissatisfied. So here's an example. If one of my core values is collaboration, and community, and we'll talk a little bit about how that comes to life for me, but if you are in a job where you're an individual contributor, and it's all just about sitting at your desk and doing that one thing, and your value is having community and connections, you can be dissatisfied with that job. So that's one example. That's one thing I learned is to be really insightful and be thoughtful about what's important to you. Another is, what's your personal mission or your purpose? Why are you here? I mean, that's bigger work. But that's important, too. What are you here for? So that all is very important, like having that insight work. The other thing that I took from that year and I actually use this in my practice is this idea of design thinking. But, I want to talk about mindset for a minute. Carol Dweck, are you familiar with her book, Mindset? She talks about a fixed mindset versus a growth mindset. And this is also part of the whole idea of design thinking, which is a growth mindset. Be curious, don't just accept things as they are, be thoughtful, look outside in the world and be really curious about what you're seeing. Be willing to experiment and fail. Not everything's gonna turn out. I can tell you, just entering my third year in business, there's a lot of stuff I've thrown out there that has not been successful. But I've learned from it and I've built from it and I've built success from those things. You need to be willing to reframe your experiences, and be willing to think differently. And actually, this is a little bit about how I became an entrepreneur: I always thought I hate sales. And I actually still hate sales. I hate sales. So if I want to be an entrepreneur, I've got to be able to sell my product, my service, myself. And what I realized is, if you reframe it as relationship building, which is really what I do, I love building relationships, so I say connection and community are core values for me. Then I was like, Oh, well, this works okay for me. I can do this, building relationships, and I like building relationships. And so that's one example of a way to reframe things. Andi Simon: You know Laurie, the theme that you're describing, you become a case study for how do you reinvent yourself. And what I loved about your story is that you are a case study. Remember, as we mentioned, 40% of the businesses in the US are owned by women. And they represent more than 50% of the workforce. But of the 12 million businesses, 10 million of them are solopreneurs and often we get annoyed at the venture capital folks for only putting 2.8% of their money into women businesses. Some of the businesses aren't suitable for venture capital. They're not really scalable, but they are successful. Solopreneurs, of course you know, there are a whole lot that aren't earning much from their side hustles, which is fine. But the criticism about not getting the venture capital money is missing the point. There are many folks like yourself who have gone on a journey of discovery, and have found those core values, and are beginning to build a viable business ready to scale. I decided early on, I run a bank. That simple. And the last thing I want was 2500 employees, thank you very much. You know, other freelancers, gig economy, all you like, and I had no desire to have to make money to pay people and support them and worry about them. And you can go have multiple jobs. But it's an interesting mindset today, particularly with the great resignation. 4 million people left their jobs this past year, that's 3% of the workforce. And a lot of them aren't quite sure where they're going next. I want you to talk though, I like where you went next. After less than a year of your reboot year, you had enough of a discovery to begin to move forward. And the things that you put together are multipliers. They make sense, not simply because they're one offs, you know, a good workshop here or a good talk there. They build a business. And I think there's a lesson to share here that makes a lot of sense. Share it, if you don't mind. Laurie Hirsch Schulz: So interesting, I really like what you said, and I completely agree with you, this idea of an entrepreneur. I needed to scale and I needed to grow. And I'll come back to that because I think that's really interesting. And I completely agree with you. So, one of the things I learned about myself through that year, I mean I pretty quickly realized that what I really loved about what I did through my career was that I managed lots of people. I love the mentoring and the coaching that came with that. I also realized that I really loved partnership development. I led a lot of partnership work. So again, coming back to this collaboration, community connections, that was really important to me. And I love the marketing strategy. I really appreciate that marketing strategy. So that led me, particularly the first year, the mentoring and the partnership led me to a coaching certification program. And out of that, knowing that those were my core values, and another core value of mine is working with others, collaborating with others to help them to find their personal powers. I think I like to say that I want to be a spark that helps ignite others' powers for transformation. So where that ended up leading me is to my coaching practice. I work with what I call career explorers, people who are really trying to say, this isn't the right fit for me anymore. Where do I want to go next, building on my own experience? But I've also been building my practice around small business owners, and particularly solopreneurs, mostly women, but not all. And I'm really looking at how do you build your business? In a way, this is where I use my marketing strategy work: how do you build your business in a way that's really meaningful for you? I like to say that my clients are mission-focused. That doesn't necessarily mean that they're out there to change the world, but they're really clear on what their why is. Why are they doing this? And how does it work within their own lives. It's not just about building this business and getting bigger and bigger and bigger for them. It's, and I'm not suggesting that bigger firms are not necessarily mission-focused, but for these solopreneurs, they're really looking at, they're really aware of why they're doing what they're doing. And this goes back to what you were talking about, is that you can have a really successful solopreneur business. I mean, I have people who are in my community who have been in business for 10,15, or 20 years. They are the primary wage earners in their business. They're putting kids through college, and they're still solopreneurs. They may use virtual assistants, or they may have contractors that work with them, but they're more interested in creating a business that…

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    303: Kathy D'Agostino—Can A Great Performance Coach Build Your Team And You? Feb 21, 2022
    Show notes

    Learn how to grow your business through your employees What is a great performance coach? Meet Kathy D'Agostino. Kathy and I met through the Business Council of Westchester where I was giving a talk about my book, Rethink: Smashing The Myths of Women in Business. Like so many women, Kathy had a great corporate job until it wasn't such a great corporate job. Her passion was in coaching people. As she earned her professional certifications, Kathy realized that she had, indeed, found her calling. Her particular focus is helping leaders improve their employees' performance. Listen in, learn and share. Enjoy! Watch and listen to our conversation here A leader without great followers can't do a very good job leading an organization and sustaining its growth during these fast-changing times. But how do you grow your employees and make sure their skills are aligned with what is needed when this volatile business environment keeps shifting? Kathy has some great solutions. She talks with me about her approach, why it is designed around getting people to change, and how she can help her clients measure progress against their performance goals. You will enjoy her style and her insights. And hopefully take away some valuable learning for your company. About Kathy D'Agostino Kathy is an executive coach and business consultant who for over 25 years has helped leaders grow their businesses and invest in their greatest asset: their employees. She has worked with hundreds of organizations to develop their leadership teams, accentuate their core values, and create a strong culture. Prior to establishing her company, Win at Business Coaching, Kathy held senior-level positions for global organizations where she turned around underperforming sales teams, drove revenue growth in a declining market, and built game-changing customer service programs. You can connect with Kathy on LinkedIn, Twitter and her website Win At Business Coaching, and you can email her at kathy@winatbusinesscoaching.com. Need to grow but not sure how? Here are some great places to start Blog: How Do You Grow A Business In A Fast-Changing Market? Blog: Entrepreneurs, Be Smart and Pick the Right People to Help You Grow Podcast: Kim Bohr—Assessing Your Company's Organization To Sustain Growth In Changing Times Podcast: Jacqueline Kibler—Want To Grow? Take A Good Hard Look At Your Culture Additional resources for you My best-selling new 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 website Read the transcript of our podcast here Andi Simon: Welcome to On the Brink, a fresh lens to take you and your business to new heights. 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. It's not good to be stuck there. Stalling is not happy, whether it's personal or professional, your corporation, your company or small business or yourself. So my job is to help you see, feel and think in new ways so you can do things differently. And that's what I'm all about. You know, I'm a corporate anthropologist and I love to help people change, but it's painful. So I go looking for people who can help you do just that. Today, I have with me Kathy D'Agostino, who is a terrific woman. She's going to help you see, feel and think in new ways because that's exactly what she has done with her career and her business. Let me tell you a little bit about Kathy and then she'll tell you more about herself. She's an executive coach and business consultant. She has 25+ years of experience helping leaders grow both their business and invest in their greatest asset: their employees. Today, this is a big topic because the employees are hard to attract. You know the big gaps and they're hard to retain. And they're all finding new ways to do things. She's worked with hundreds of organizations to develop their leadership teams, accentuate core values and create a strong culture. Her client base is diverse: global, pharma companies, professional service firms, education, nonprofits. In business coaching, Kathy has held senior level positions for global organizations, where she was responsible for turning around underperforming sales teams, driving revenue growth in declining markets, and building game-changing customer service programs. So I have somebody who had corporate experience who is now an independent coach with a great business. Kathy, thank you for joining me today. It's been a pleasure to get to know you, but tell the listener or the audience or the viewer, wherever you're watching or listening to us, who is Kathy, what was your journey like? And then we'll go into this big problem for today, the great resignation and what do I do? So who's Kathy? Kathy D'Agostino: So Andrea, you're quite interesting, the great resignation, because I actually was a little ahead of the curve. I guess I was a trailblazer as many of us were, but it wasn't quite as visible in public. About seven years ago, I quit my corporate job after 25 years, as you read in the bio. And I really decided that I'd been thinking about it for a while and probably waited a little too long. So I made a pretty snap decision. What I did was, one January after having some time off and reflecting, I called the gentleman that I work with. I told him I have a problem with my boss. I just liked to say I worked for him, not with him, probably why I'm not in corporate anymore, right? So I called him and I said, look, it's January, I have this opportunity of a lifetime to take two weeks' vacation. And he said to me, you're crazy, it's only January. He said, you're going to use all of your vacation, because I just started about a year ago. And he said, that doesn't make business sense and we have a big project coming up. I'm like, I totally understand. He said it was going to cause a lot of problems for his boss. And I'm like, I would never want to do that for you. So I said, you know, it doesn't even make common sense. I totally agree with you. I understand that because to me it makes sense. So I said, here's what I can do. I can send you an email with a resignation or I could send you my vacation request for two weeks. I said, you know it's up to him. He goes, how long do I have to decide? I'm like, oh, I don't leave for three weeks, just let me know before that. I'm glad to send either email. I wish I had a recording of his voice. And about a day later, he called back and said, I'll take the email for the vacation request. I'm like, gosh, and he said, you'll come back relaxed and rested because we have a big project on the schedule. I'm like, absolutely. So I took that vacation, came back, finished the project two months later, and in the beginning of April I resigned. So I used that time for reflection. We will talk about that more and what people can do at the end. Then I got home in April and I said, Oh, my God, what am I gonna do? All the freedom and flexibility I was looking for I had, and I'm like, now what do I do? I'm so used to having this reporting structure and people you know, and now you're free. Andi Simon: But, you know, this is not an inconsequential life journey for us. Because I remember, I decided to leave corporate after 20 years helping organizations as an executive change. And I really didn't have anything propelling me except 9/11 and I had that Aha moment which said, If I'm going to go into my own business, it's not a bad time to do that. I had to go find a PR guy who I had worked with a great deal. And so who am I? And it was fun to listen to him say, You're a corporate anthropologist who helps companies change. I said, bingo, in a capsule. Does anyone know way back 20 years ago if anyone was looking for a corporate anthropologist? It didn't matter. So I knew I could help companies change. But how? So how did you end up becoming this kind of coach that you are today? What kind of coach are you? What did you finally decide? Kathy D'Agostino: I decided to do executive coaching. And I had a transitional period where, you know, I kind of had my niche and didn't find it. But when I really thought back after about two years of really looking through and working with small business owners, and whenever I really said what made me leave, what was the impact that I needed to make? And it was really on culture, because the companies that I quit were bad bosses, or because companies didn't live their values. And for me, it's all about integrity. So to me, I really thought about what was it that made the biggest impact, and it was really creating better workplaces for employees so that they stay. I thought, you know, retention has always been a challenge for really good employees. And I just really felt that it was all about that culture. Because if I would take less money to work in a company where the culture felt right to me, we can make a lot of money. And I felt like I'm selling my soul. Andi Simon: So when you were in corporate, the kinds of work that you were doing had to do with building better cultures? Correct? And it was a way of learning on the job. You're not an academic, but you certainly had huge credentials while you were developing these perspectives and skills. Am I correct? Kathy D'Agostino: Oh, absolutely. I know what you mean by now. So when I really looked even deeper, what really drove me to be passionate about these great companies and these better cultures was when I was managing sales teams, and I could develop those people. So while I realized maybe the company culture wasn't exactly in alignment with what I was, I could align my team with what those values were. And that experience alone was really, really valuable. Now I had a manager at that time, because I had to come in and fire a number of people when I took over this role. She said, Oh, you'll be jaded by this forever. And I think I'd like to reframe her and say, No, I was driven by that, where I had to change that team, because they had a manager there for 25 years that liked to coast a little bit, you know, and I came in, and I'm like, Oh, this isn't the way we work. So I wanted to create my own culture within this team, even though I had the external culture, my higher ups, and I had the ability to do that. And that's really what made me think about what was so important. Andi Simon: What I love about that story is, it's going to jade you or it's going to drive you is an interesting perspective. You know, on one hand, you were anticipating being frustrated by this. We do the same thing in this vacuum, where I have people who are underperforming. They're sort of just now attending, and that can demonstrate that they can rise. This is so exciting. So as you've launched your business now moving out of the small business world into culture, tell us about what you do and how you do it, and for whom. Kathy D'Agostino: So you know, again, as the bio said, it is diverse, but lately it's been like you mentioned. The 9/11 pivotal moment in the world has been the pandemic. So looking once again at these pivotal moments, the organizations in the last year and a half have changed that I'm working with. I mean, some stayed, but one of the things that's really been important is the government. I work with a number of local government agencies and because they have constraints of unions and civil service to promote their people, they have some unique challenges. So working with some of them, they have huge departments around 1100 people. So when you see that group of people and even the executive team, some are in the union, and some are non-union. So there's all these things you have to manage in addition to culture, and making change. And those organizations have been really impactful. And luckily they got some pandemic money. So that's actually allowed them to bring me back because I worked with them a little bit before, and now even more so. Nonprofits are definitely another one that you know, they're struggling. There's so many people asking for money. So nonprofits, I work with a number of them and I'm on a board for one so I am really passionate about the work that they do. And then interestingly enough, several of my executive clients that I work with through corporate, called me during the pandemic and said, You know what, I don't want to make that three hour drive, I don't want to be on the train anymore. I had time to rethink my life. I like working from home. I need to rethink my career and not just thinking about just staying because tomorrow is going to get better. I need to think about what I really want. So the blend of those two, which is interesting, because I have the corporate side or the organization side, but then I had the employee perspective. So just a case in point, I have an employee, a woman that I'm speaking with this morning, right after this, and she's been with a company only a year and a half. She is a top graduate from one of the top business schools. She's in a top company, and she's unhappy. She's there 16 months, and she has an early promotion and she's like, I'm bored. I think I should leave. So it's executives that have been in their mid-career and then this young one, in like 16 months says, I'm going to get this promotion and I don't know if it means enough to me to stay. Andi Simon: Okay, don't lose that because this is an excellent case study. I have a bunch of 29-year-olds who came out of universities, colleges with good degrees and have been working in the same place for a period of time. It isn't even a promotion or not a promotion, it is that I'm unhappy. But I don't even know what will make me happy. And that's the coaching challenge, because I can't make them happy. And for yours, it's a real interesting aha moment, because she came in with lots of hoopla, I'm sure. And they were excited to bring her in. And now the question is for the company, and for the individual, what are we missing here? A woman too, which I think is a really important thing. Because they need purpose. They don't need just a position or a salary. That's just what she's saying. What's my purpose? What do you see? Kathy D'Agostino: Very much so. What's interesting too, is because she's been a high achiever all her life, she's been getting kudos and kudos. Now, she's gotten into this organization where there's a lot of other people that are very similar to her. So they're bright, they're faster, quick, and she's going like, But I should be put first. And so I think what I'm seeing, this is a little off topic, but I think a little emotional intelligence. She's got the IQ off the chart on the IQ. She's got the, you know, work ethic. But I think a little bit more, she has the attitude, I know you recognize this, what's in it for me, and she wants to go to the corporation and tell them, this job, what's in it for me? And I think I want to see if she's willing to say, can I bring my talents and how can I best serve you. A little bit of a different statement, then I think she got bored. How about, let's say, what are you working on that I could help you with? So I think a little emotional intelligence there. I'm seeing a little that, you know, maybe insightfulness and self-awareness and empathy. Andi Simon: But I do think that executi…

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    302: Meg Nocero—Can You Feel Joy As You Rethink Your Life? Feb 15, 2022
    Show notes

    Hear how to rethink your life's journey and find your purpose Meg Nocero has several books that reflect her own journey from grief to a meaningful life. Her latest book, Butterfly Awakens: A Memoir of Transformation Through Grief, takes you through her story which could easily be your own. How many of you are doing a job you thought was your purpose in life, only to realize that you are bored, frustrated, unfulfilled, and searching for something more meaningful? What do you do, deal with it or reach for another pathway? In our conversation today, Meg shares her own discovery about how she could do something that mattered more to her. She needed a crisis in her life, the loss of her mother, to be that catalytic moment propelling her forward. Maybe you are going through something similar? Have a listen. Watch and listen to our conversation here Are you living a life you really love? If not, there's a way to change it. You might not want to travel the same pathway that Meg Nocero has done. But you will learn a great deal about how to take better care of yourself. And, you will begin to rethink your own life's journey to make sure it is the one you really want. As you are thinking about where you are today and where you really want to be, you might want to check out a webinar about our program, Rethink your Journey with Andi Simon and see if our online self-directed program or our in-person coaching might be right for you. It could just change your life! About Meg Nocero Meg is a former federal immigration prosecutor, TEDx and inspirational speaker, leadership coach and the award-winning author of The Magical Guide to Bliss: Daily Keys to Unlock Your Dreams, Spirit & Inner Bliss, Sparkle & Shine: 108 M.A.N.T.R.A.s to Brighten Your Day and Lighten Your Way, and Butterfly Awakens: A Memoir of Transformation Through Grief. After appearing with Oprah Winfrey in 2014, she was inspired to manifest the life of her dreams and founded Butterflies & Bliss LLC and S.H.I.N.E. Networking Inc., a nonprofit that provides educational scholarships to young innovative leaders in her community. Meg has appeared on CNN Español, BookCon live, and numerous podcasts and online media outlets. She hosts a YouTube channel and a podcast called Manifesting with Meg: Conversations with Extraordinary People. You can connect with Meg on LinkedIn, Instagram, Facebook, Twitter and her website. You can also email her at egnocero@mac.com. Ready to find a life that's more fulfilling? Here's a place to start Blog: Is It Time To Rethink Where You Are And Where You Are Going? Blog: 5 Ways You Can Find Happiness And Joy In These Turbulent Times Podcast: Lisa McLeod—If You Want To Succeed, You Must Find Your Noble Purpose Additional resources for you My best-selling new 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 website Read the transcript of our podcast here Andi Simon: Welcome to On the Brink. Hi, I'm Andi Simon. And as you know, I'm your host and your guide. My job is to get you off the brink by bringing to you some interesting people who can help you see, feel and think in new ways so that you can begin to change what you're doing and become the best that you can be. So I have Meg Nocero with me today. You're going to enjoy this conversation as you do all of ours. There's something in her journey that you're going to relate to. Well, as we know, the journey is our life. But it's never a straight line. It's a path or a maze full of hurdles and obstacles. You know, I clearly found that in my book Rethink: Smashing The Myths of Women in Business. But even in my first book On the Brink, every one of the stories I share is about people who get stuck or stalled and have to pause, step back a little. They need to think like an anthropologist, which I am, and begin to think about how to do this differently. So let me tell you about Meg's new book, Butterfly Awakening. It's a story that you're going to enjoy reading. But let me tell you about her so you know why I'm so excited. Meg Nocaro is a former federal immigration prosecutor. And you can read a lot more about that in Butterfly Awakening, with all of its twists and turns. First, her desire to get there and then, oh my gosh, what am I doing here? It's a really interesting story. She's a TEDx speaker, an inspirational speaker, a leadership coach, and the award winning author of The Magical Guide to Bliss: Daily Keys to Unlock your Dreams, Spirit and Inner Bliss. A great book you might want to buy and read. And Sparkle and Shine: 108 Mantras to Brighten Your Day Lighten your Way. And her new book, Butterfly Awakens: A Memoir of Transformation Through Grief. And that's the one that we'll talk about today. But the others are equally important. After she was brought on stage in Miami with Oprah Winfrey in 2014, she was inspired to manifest a life of her dreams and founded Butterflies and Bliss, and Shine, a networking group, a nonprofit that provides educational scholarships to young innovative leaders in her community. Meg has appeared on CNN Espanol. And her podcasts are on online media, such as MSNBC, CBS Boston Herald, Chicago Tribune. She hosts a YouTube channel and a podcast called Manifesting with Meg: Conversations With Extraordinary People. I bet you now know why this is going to be such a wonderful conversation. Thank you for joining. Meg Nocero: I'm so grateful for the opportunity, Andi. You're such a powerhouse and what you're doing for women in this world I think is just amazing, inspiring and empowering as well. So I appreciate the opportunity to speak to your audience. Andi Simon: But I'm delighted that we finally met and have a chance to share. My first question always is, who is Meg and what's your journey been? And I know I read about it in Butterfly Awakening, but there are enough lessons learned through a life's journey to share with our listeners so they too can begin to see their lives as evolving like a butterfly. Share with the listeners or the audience, please. That would be terrific. Meg Nocero: You know, it's interesting because I think we're all becoming who we want to be. And we always are going back in time to the beginning of when we came into this world and all the big dreams we had as little children and what we wanted to see unfold and the beauty of our lives. But, we really just wanted to experience it. That curiosity that peeking of that curiosity was foremost and paramount in our lives and we didn't know any better. So that is basically where we start. And you know, one of the things that I really cherish about my life experience, my journey, my adventure, is that I'm adventurous. I love to go out and be curious and meet the people who crossed my path and get to know them and truly experience that profound relationship on a different level. Now back to who I've become. I would have to say I have been impacted by so many that I take all the beauty that I learn from others, that wisdom, and I'm able to take it along with me on my journey of life, which I think is just the biggest gift we can give to each other. I think that is beyond amazing. So you know, as far as my educational journey, I speak four languages. I went to college to learn more Romance languages. I speak Spanish and Italian, then French and sometimes English. And then I decided I was going to go into the Foreign Service. So I went into the School of International Studies in Miami and ended up in Miami. That's how I started down here, that's how I got down here and I have not looked back. I love Miami, it's a vibrant city of many incredible cultures coming together, where, you know, sometimes it's not so great, but I always like to look at the beauty of the passion of it and I love Miami. I've loved it since the day I moved down here and then I decided to go to law school after getting my master's. So the educational component was setting those foundational tools that we get to show up as. And then after that I went back to my creative side after 20 years of a prosecuting attorney with DHS. I was like, I want to start playing in the creative realm a lot more. And I think that we don't have to do one or the other. Certainly one of my favorite things is bringing them both together. That balance of the left and the right brain. And, that's really where I'm trying to play right now, using all of those, the logical skills, the articulation, the actual listening skills, and then taking that together with the whole creative side that I get to write. I get to experience these conversations and inspire other people through a more playful, creative side. So that's where I am today. Who knows what's gonna happen tomorrow, but like we said at the outset in the greenroom, take a deep breath and be present in the moment and just try to enjoy where you are and bask in whatever accomplishments or lessons you've learned. So you can turn around and enjoy what's right in front of you. Andi Simon: So with all of this balancing, you're an attorney on one side and an author on the other. The books that you wrote, your early books were lessons learned, but also listing bliss, ways of doing things that were emotional. Remember, people buy and decide with their emotions. So talk about the first books, what were they about? And how did they come about? Meg Nocero: Well, I will say that the writing journey started as I looked for a healing tool to get me through a grieving process when I lost my mother in 2011. So I always love to journal and I always found a lot of solace going into my journal, like hoping no one ever read those thoughts ever, but being able to just divulge on the page, those feelings, emotions, etc. When I lost my mother, it was really a true cutting off of a conversation that I was having with her on a daily basis where I started my day with the inspiration of her. And then made it through by virtue of just getting that endorphin hit in the morning because I loved her. It was a source of unconditional love and conversation with my mother. She was brilliant. Talk about a real professional powerhouse, she had three masters. She was always in the whole discernment process, always wanting to learn more, always wanting to educate herself greater and read constantly. So the conversations we had, I felt like I was with a college professor every day. I mean, I remember those college days, and I miss them so much, just sitting outside of your dorm room having those incredible, mind blowing conversations. We look back now, you're probably like we were, just such babies then, but really just those conversations where you just need to expand your perspective and by learning through the eyes of great professors, great literature, your colleagues, your friends, your people who are playing in that realm with you. So for me, it was like this ongoing conversation with my mother. So when she died, it was really painful because I was yearning for that. And one of my incredible friends, who's also a therapist, said to me, "Just because they're not present here, doesn't mean that you can't have a connection with that person." She said, "Figure out a way that you can meet her." And I found her on the written page. And what I would do is in kind of a meditative experience, I would ask her what do I need to hear today. I would pull a book that may speak to me, and then I just channeled whatever she would tell me for the wisdom of the day. And it ended up as 366 insights in my Magical Guide to Bliss. So basically, what I came up with was a guide to pull me through the grieving process. In turn, it really set me on a path, a life path that I really was excited about again. I found myself at the time she told me before she passed away, stress will kill you, and have no regrets. And I was like, Oh my God, if this were my final week of life, I would not be happy. I was like, there's no way this has to be the end of my dash, like this experience where I'm sitting. We all have that experience where we recreate, perhaps you know, the direction we want to see our lives walk in. And like I said at the beginning, going back to what made us come to life as children, maybe taking some of those seeds that were already in us, and start watering them a little bit more. So writing for me was that watering process. And then I started sharing my insights with other people in email fashion. And then the coolest thing was that after I was on stage with Oprah Winfrey in 2014, where she said, "Live the life you want," and I was like, I better start figuring out what that is. And I decided, I'm gonna publish my first book, which is a Magical Guide to Bliss. And I went ahead. Attorneys don't necessarily have the information you need to publish a book, so I had to learn all of that. I had to learn that, I didn't see it. And I was excited, I wasn't tired, right? And that's how you know you're going in the right path. The right direction is when you get excited by something. And yes, it's gonna take a lot of work, but it's not draining me. It's not sucking the life force out of me. So I started looking in those avenues. And then also Andrea, people started showing up with the information too which is another God wink that you're going in the right direction. So that was my first book. And then actually after I published it, I started following it. I actually read every day from January Carpe Diem to the end of December on spy magic and miracles and I followed my own guide. And this is where I am, which is kind of amazing. So I'm very grateful. I wrote my own guide, and then I shared it with whoever it may resonate with. If you're looking for inspiration, I always say the synchronicity, the college synchronicity, when you open up to a certain page, set your intention and ask what do I need to hear today, and there's something wonderful that might just pop up and just give you what you need to hear to move forward. Andi Simon: Meg, there are two sides to you that I want to make sure you share with the listeners. The first is that you have a family? Meg Nocero: Yes, I do. Andi Simon: And the second is the, I'll call it an aha moment when you had enough with your professional career as an attorney. Because I think that for many of our audience or listeners, those are relevant for them as well. And we talked about work-life balance, but I think it's a blend. I think that what we are are all those things: we're mothers, and we're lovers, and we have our creators and if we spend time on all of them, it's rich. But how do you do that? And then your career was exactly what you wanted, and nothing you wanted? I mean, it sort of went through its own journey. Can you talk a little bit about both of those? Meg Nocero: Wow, you know, the career right. The identity becomes people's identity, their purpose and what they associate their life force with after a while. So after 20 years as a practicing attorney, and then stepping away from that, I was kind of lost again. I was like, Who am I? Who do I want to be? A lot of people will look back on their lives and say, when they retire, some people just kind of give up because they're like, What am I going to do? What am I going to be a service to? I think that for me is really important because when I grew up, that was a component that was really reinforced in all three of us, my sisters and I, that we are of service using the talents that we've been given in this worl…

    Full show notes at the publisher

    301: Jessica Yarborough—You Can Design Your Work Around The Life You Want To Have Feb 07, 2022
    Show notes

    Learn how you can reach or exceed your income goals! Jessica Yarborough brings to you, our listeners, her highly successful approach to helping consultants and businesses significantly accelerate their growth. Her process is an interesting one. In today's podcast, we talk about the challenges people face who have created courses or are selling low-end programs who are not reaching their income goals. Listen in and let's think about how to help you build your sales, create long-term clients, and hit your income goals. Watch and listen to our conversation here What you can learn from listening to Jessica's story Research your clients Work with people with proven track records to bring you results Stay focused on the process. You can connect with Jessica on LinkedIn, Facebook, her website, her blog or her YouTube channel. About Jessica Yarborough Jessica is a Business Strategist and Growth Expert who specializes in advising entrepreneurs who want to build a business that's scalable, sustainable and wildly profitable. She went from building multiple companies to leaving it all behind to backpack around the world, then became a yoga teacher and a single mother, and finally, created the successful international consulting company she now runs today. Ready to get going and get growing? Here's a great place to start Blog: Best Practices to Scale Your Business for Growth Blog: How Do You Grow A Business In A Fast-Changing Market? Podcast: Maggie Karshner—Ready To Start And Grow An Amazing Business? Maybe You Need A Coach! Additional resources for you My best-selling new 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 website 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 help you get off the brink. I do that by looking for really wonderful people to come and speak to you about new ways to see things, feel differently, think about them, and actually do them. So today I have Jessica Yarborough with us. What's really interesting is that we found each other on LinkedIn. And LinkedIn is one of those remarkable places to help people see, feel and think in new ways. I think you're going to love her story because she's going to help you think about where you're going and how she has some great tools and ideas about how to help you get there. So let me tell you a little bit about Jessica and then she'll tell you her story. Jessica has quickly developed a reputation of being one of the best business strategists and marketing and sales consultants for entrepreneurs like myself, and sales consultants who want to sell high value products and services. Her background is in international businesses and she's built multiple companies. You are going to love today's journey with her because it's interesting. This is a wonderful story by a brilliant woman. Jessica is a genius at showing entrepreneurs how to build an expert platform, rapidly raise their value, and build their credibility online to attract high-paying clients. She travels the world teaching and inspiring entrepreneurs and helping them grow their influence and income so they can have the impact that they want. This is such fun. I'm anxious to hear your story, as well as to share it with my audience. So who are you? And how did you get here? Tell us about yourself. It will be fun to share it, please. Jessica Yarborough: Andi, thanks so much. Well, as you mentioned, and to your audience, I am a business strategist. And today I'm focused on helping scale up coaching and consulting businesses, but I didn't start here. You know, many, many, many years ago I managed multiple companies. I actually built a startup here in San Diego but the work was intense and the hours were grueling. And I remember I actually, even though I built a company, literally, we didn't even have desk computers on day one which was so phenomenal to build. I actually was on vacation, and I had a spiritual awakening. And I had a moment where I realized that even though I had built something that I was really proud of, it wasn't in alignment with where I wanted to go with my life. And now in that moment, I made one of the most empowering decisions in my life, which was to make a decision all on my own, and to follow that inner guidance. So essentially, I flew back to the United States, I walked away from my company, bought a one way ticket, and I spent four years traveling the world, going deep into personal development, spirituality, and really finding out who I was at the core of myself. I had great adventure stories around that but I did come back to the US. After about four years, I got pregnant with my daughter and became a single mom. Okay, time to build again. And I started my consulting business literally, and raised a child on my own to build it to seven figures, and have helped many, many clients reach high six and seven figures in their own businesses. Andi Simon: In my book, Rethink: Smashing the Myths of Women in Business, there are several women who went on their own journeys. One went through Africa. One went through Europe and Israel on $5 a day. As an anthropologist, the journey isn't inconsequential. So I don't want to jump immediately into who you are today. Can you share a little bit about some of the discoveries during that journey that prepared you for who you became. If you can, that would be really interesting to share. Jessica Yarborough: I mean, I will say it was probably the most magical time in my life. There's so many insights that you can garner from looking at other cultures. One of them being how similar we really are. It doesn't really matter how you were raised. At the core, we all have the same basic needs. Being able to learn from other cultures, their food, their spirituality. From spending time in silent meditation at retreat centers in Thailand to literally, practicing yoga in ashrams in Bali, to living in the jungles of Costa Rica. There are so many different experiences that really colored my world, about nature, about spirituality or God, connection to the earth, about human beings and our desire for love and appreciation and connection. And all of those shaped who I am today. I don't think that I would be the business woman I am today without them. I would have been successful had I continued on my trajectory when I was younger, but I would not be who I am nor have the same depth in terms of level of fulfillment and purpose. Andi Simon: Well, with that in mind, my hunch is you've brought that to your clients. So there are some things that I know you would like to share about how you approach a client and their own trajectory to begin to infuse their growth. Whether it's a consultant or an entrepreneur, or someone inside a company trying to grow their own capabilities, how do you approach a client? And how do you bring this wisdom to them, to inspire them to maybe rethink where they're going? Jessica Yarborough: Absolutely, we all need someone outside of us to help us see our own greatness. You know, hold up the mirror to what we cannot see. We are typically blind to our innate gifts. Even the most successful people I know, and I work with CEOs who have built 14 companies, and it's hard sometimes for even them to own their brilliance, their gifts. Part of the first thing I do is hold up that mirror for them and help them not only to recognize the incredible achievements that they've made in their life, but to actually see the pattern of really where their strengths lie because we all can do a lot of different things. And part of growing and excelling at anything is to become an expert at anything. We have to choose what are the core things that really are our greatest gifts. What is our unique genius and then we need to codify them in a way that we can teach, we can inspire, we can transfer knowledge to others. And so that's one of the first things I do with my clients is really help them codify, What is their genius? Andi Simon: And do you do that in a particular process? Or is it done through conversational coaching? Or do you have a methodology that you can share? Jessica Yarborough: Yeah, it's phase one of my methodology. So I have five systems that I teach to scale up companies. And the first one is the foundation of everything. It's your offer, your impact system, it's how you're going to make an impact in the world with your gifts. And this is the WHO understanding. Who do you want to serve at the deepest level? And that may not be who you served in the past. We might completely reposition you. That's the HOW. How you're going to take your clients who are in the pain of their existing reality, they're struggling, they're frustrated, and you are going to essentially build a bridge to their ultimate vision. You are going to save them years of time and frustration, divorce, whatever it may be, and take them to their ultimate reality. So codifying that, HOW, and then tying it into that WHAT. What it is you actually sell, and then bringing the WHY behind why it is what you do. All of that is absolutely necessary to the foundation of a business. What you do, who you are, who you serve, and how you do it. Andi Simon: You know, as an anthropologist, I often work with my clients on their stories. Whether it is a corporate culture story, or it's an individual one, we help them change. Usually, we're helping the individuals change as well as the institution. But what you just described are the elements of a good story. And the story that we usually carry around may not be the one that's going to take us to the next stage. If I hear you correctly, we have to take apart the current story and begin to build that new one in such a way as we can visualize, and I use that word very intentionally. Because if you can't see it, you can't be it. Consequently, that story and the telling of that story becomes an important part of how we begin to see where we're going. And then the question is, how do you get there? Because what we often find is that I get them to figure out that story, about what it is they want to be either as a person or as a company, and then how do you backward plan it. They all get stymied on the action steps, the small wins, the actual change. Sometimes I tell them it's like theater. Life is like theater, and you know the script for Macbeth. But tomorrow, you're gonna play Hamlet and you don't have a script and you don't have any time on stage. So how are we going to do this? So as you've developed this, is my model similar to yours? And how do you help them actually implement these things? Jessica Yarborough: I definitely think there are similar parallels, because we do have to have the WHAT identified and there is a story behind that. One of the first things we do after we develop that is I teach them to teach their system to tell their story. And as you know, as a storyteller, you have to be able to bring in emotion. You have to be able to also back it up with logic for those that want to justify sales. And so having that beautiful story is actually the very center of everything that we do together next: which is their messaging, their positioning, literally it is the foundation, everything that we do in my program. Beyond that comes from that original story. Andi Simon: Yes. So once you get that in your head, then we now need to tell it and the messaging becomes really critical. Jessica Yarborough: Absolutely. So phase two of my system is marketing, which is your influence system. It's how you're going to generate widespread awareness, eager excitement and demand for your services. And there's really three phases to that. One is an audience. You have to have the right people who are listening to you, who are going to lean in and ultimately take action and buy from you, or download something or whatever the action may be. And I think a lot of people get caught on having a massive audience,not about quality, it's really about quantity. It's about having the right people in there who are your dream people, and the name of the game is then relevancy. We can do that with your messaging. Messaging allows you to really cut through the noise and to create a depth of trust and rapport without them even having gotten on the phone call with you. And so that, if you can get that piece right, which we help you with, it makes a huge difference in terms of your ability to grow your business. And then the third one is positioning. So a lot of online entrepreneurs have what I call weak positioning. So they may know that they're the expert, or feel that they're the expert, but the world around them still sees them on a peer to peer level. So we have to shift the perception because someone is not going to pay you to solve their problem if they believe you are a peer. They are looking for someone who is elevated, who is a mentor, who is ahead of them in some way, who can fill that gap for them. So it's very important that we address the audience, the messaging, and the positioning in order to elevate them as an expert. Andi Simon: This is really brilliant. I am curious, is there a case study or something you can share with our listeners that illustrates this in some way? Sometimes we have to concretize the story. And the steps sound really very big and important. A case study might bring it all together. Jessica Yarborough: So I have many case studies. One I'll share is about my client, Michelle. She's a business coach, and in the interior design industry, and she was stagnant at about $250 to $300,000 a year. She had a lot of different products, you know, too many offers. And we always help you hone in into just two, maybe three max. And she wanted to change her positioning in the marketplace and go after a high caliber market. So we really walked her through this process and helped her finally take all these theories that she had kind of spun off and put it into one really beautiful system. And she was able to take that system and scale her company to a million dollars in 12 months. And then we were able to repeat that and exceed that number just nine months later. Andi Simon: That's very exciting. It sounds like all the stuff was there. It just needed a new package. Jessica Yarborough: So many people tell me when they come to me that they've tried a lot of different things. They've piecemealed it together, they've cobbled it together. It's not totally reinventing the wheel, it's taking what's already inside you and pulling it together into a beautiful system that is sophisticated, that can elevate you and you can ultimately scale your business with. Andi Simon: Now, are you working just with entrepreneurs or just with consultants? Are you working with a broad spectrum of people? As the audience that is listening, are you relevant for all of them? Because I think you are but I'm just curious whether you apply it in more context than just, perhaps, a consultant. Jessica Yarborough: So my focus is mostly on coaches, consultants, trainers, speakers. I also have an agency for our clients as well. Typically, if you're outside of the coaching and consulting world, you are working with me on a one to one level. So I do help companies in that regard. But in the past, I've certainly worked with all kinds of companies and all different levels from health care to nonprofit to spiritual conscious businesses. But my focus is really how can I apply the system and if you have a…

    Full show notes at the publisher

    300: Anne Greven—How Can We Support Innovative Entrepreneurs In Agriculture? Jan 31, 2022
    Show notes

    Hear about the amazing innovations in our food supply

    You are going to love learning from Anne Greven. Anne is the Global Head of Food and Agribusiness Innovation and the FoodBytes! Platform at Rabobank. Our shared interests are all around change, specifically, how to create a new way to produce food at a time when agriculture is facing escalating crises in soil, water and the environment. In today's podcast, you will listen to this amazing woman talk about her own personal journey and what she has learned as she moved up in the banking world. You just might leave feeling a little better about our planet, too.

    Watch and listen to our conversation here

    Some of the key topics Anne and I discuss include:

    1. How does a woman manage her career path in an industry that is both European and male-dominated? As a woman who spent 14 years as an executive at three banks, I particularly enjoyed listening to Anne's story and experienced many of the same challenges she has been able to overcome.
    1. Anne has a deep interest in the innovations taking place in our food chain, as does Rabobank. Together Anne and I dig into these emerging breakthroughs and the talented entrepreneurs who are pushing them forward.
    1. We talk about changing the culture of organizations. This is a major challenge for all companies today. The way we always did things might not work in this ever-changing world coming out of the pandemic period. But what will work and how do we help create it?

    Listen in and share your thoughts.

    Get to know Anne Greven

    A Rabobank veteran, Anne has spent more than 15 years in its New York office, leading landmark client-facing businesses. In her previous roles as Head of Acquisition Finance and Managing Director, Co-Head of Capital Markets, she oversaw a large portfolio of private equity clients focused on food, beverage and agriculture investments.

    Having this unique financial and "food and ag" experience enables her to provide invaluable insight and advice to team members, clients and startup entrepreneurs, coaching them on refining their business models with an eye toward investment and marketplace success. You can reach Anne on LinkedIn.

    For a deeper dive into innovation and our food supply, we recommend these

    • Podcast: Sam Radocchia—Ready To Trust Blockchain With Everything From Your Food To Your Taxes?
    • Podcast: Sam Radocchia—Your Bitcoin Pizza Is Ready: Hear How Blockchain Is Coming Soon To You
    • Podcast: Marton Ven—Applying Blockchain to Every Detail of the Food We Eat

    Additional resources for you

    • My best-selling new 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 website

    300: Anne Greven—How Can We Support Innovative Entrepreneurs In Agriculture? Jan 31, 2022
    Show notes

    Hear about amazing innovations in our food supply! You are going to love learning from Anne Greven. Anne is the Global Head of Food and Agribusiness Innovation and the FoodBytes! Platform at Rabobank. Our shared interests are all around change, specifically, how to create a new way to produce food at a time when agriculture is facing escalating crises in soil, water and the environment. In today's podcast, you will listen to this amazing woman talk about her own personal journey and what she has learned as she moved up in the banking world. You just might leave feeling a little better about our planet, too. Watch and listen to our conversation here Some of the key topics Anne and I discuss include: How does a woman manage her career path in an industry that is both European and male-dominated? As a woman who spent 14 years as an executive at three banks, I particularly enjoyed listening to Anne's story and experienced many of the same challenges she has been able to overcome. Anne has a deep interest in the innovations taking place in our food chain, as does Rabobank. Together Anne and I dig into these emerging breakthroughs and the talented entrepreneurs who are pushing them forward. We talk about changing the culture of organizations. This is a major challenge for all companies today. The way we always did things might not work in this ever-changing world coming out of the pandemic period. But what will work and how do we help create it? Listen in and share your thoughts. Get to know Anne Greven A Rabobank veteran, Anne has spent more than 15 years in its New York office, leading landmark client-facing businesses. In her previous roles as Head of Acquisition Finance and Managing Director, Co-Head of Capital Markets, she oversaw a large portfolio of private equity clients focused on food, beverage and agriculture investments. Having this unique financial and "food and ag" experience enables her to provide invaluable insight and advice to team members, clients and startup entrepreneurs, coaching them on refining their business models with an eye toward investment and marketplace success. You can reach Anne on LinkedIn. For a deeper dive into innovation and our food supply, we recommend these Podcast: Sam Radocchia—Ready To Trust Blockchain With Everything From Your Food To Your Taxes? Podcast: Sam Radocchia—Your Bitcoin Pizza Is Ready: Hear How Blockchain Is Coming Soon To You Podcast: Marton Ven—Applying Blockchain to Every Detail of the Food We Eat Additional resources for you My best-selling new 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 website Read the transcript of our podcast here Andi Simon: Welcome to On the Brink, a fresh lens to take you and your business to new heights. Hi, I'm Andi Simon, I'm your host and your guide. And I'm celebrating now because we're almost four years into doing podcasts and we have passed our 300th podcast. And these are really exciting times. There's something that is fascinating about sharing great people's stories with other great people. And I do think that this is an important day as we're looking forward to 2022. All the kinds of things that women are trying to do to help women not just become the best they can be, but really change our society so that women can thrive. Remember, women are more than 57% of college graduates, more than half the doctors, half the dentists. We seem to simply have a hard time making that stick as something that people are embracing. I brought Anne Greven here today. And she has a wonderful Corgi behind her that you're going to enjoy. Okay, it's better than him scratching at the door. And we both love dogs, and welcome to this wonderful world of remote work, hybrid work and what the heck. Annie is the Global Head of food and agribusiness innovation and food platform at Rabobank. And I am an ex-banker, so we share lots of familiar stories about both banking, women in banking, and those kinds of words...innovation and banking. Rabobank food and agricultural innovation platform drives collaboration between startups, corporate leaders and investors to develop solutions to food system challenges. Now, if you aren't familiar with the challenges of food today, it's water, and the deterioration of it, it's soil and the question of how to fertilize and what to fertilize with, and all kinds of things with the distribution of it. I love Arrow Farms that has indoor growing centers that are growing two billion things of food. Stop and Shop just announced they're now providing indoor grown stuff for the Netherlands, where all their food is grown on rooftops. There's so much innovation coming in the agribusiness world that it's important for us to know about it, but also to help contribute to it. And what's the role of women in this whole process? So Annie, thank you for joining me today. Anne Greven: Thanks for having me. It's good to be here. Andi Simon: It's fun. Annie, share your own story, it's a terrific one. And it also serves as a role model for women who are looking at both financial services but also how to bring your innovation into the mix, so that you can really begin to see things through a fresh lens. Anne Greven: When I talk about who I am, I often say I'm a banker. I'm an almost 30 year veteran banker. But I was very fortunate to marry my passion for food and ag when I joined Rabobank about 17 years ago, because all they focus on is supporting the food and agricultural system. While I am a person who grew up in New York on Long Island, no less, I was fortunate to spend a lot of time out West where I fell in love with the Western landscapes and the Western way of life, but also in the livelihood of cattle ranches. So that's where my first passion really became with food and ag on a beef operation. But it's expanded with my love of food, and love of cooking and all things food and agricultural related. The important part of the nexus for me is that my biggest passion, even from a very young age, was making sure that we did more to preserve the environment. And we are now at this really fascinating time where the world is coming together to recognize the challenges of global warming and its impact. And most explicitly, you see food and ag as the center of those discussions. So I'm at this point in my sort of next part of my career, I've really been able to embody looking at innovation and what are the sustainable solutions for building a food and agricultural system for the future. Working with large companies, small companies to sort of help realize those ambitions, we're going to have to feed 50 million people and then 10 billion people by 2050. So we better get going. We have a lot of work to do. While we also need to preserve the planet. Andi Simon: If you look at Africa, the women are the agriculturalists and without sufficient water, they don't have any source of income or food. And it's very complicated because it isn't simply about irrigating better. There's no way to do that. And when you look at the whole continent, you say, wow, now I begin to understand, this is not simple or easy. This is a complex global problem, and we can't solve it solo. So what are you doing with Rabobank and the kinds of innovations you see developing, and we'll talk about being a catalyst for women as we go through it, but I do think you're seeing some terrific ideas emerging. And we both know that innovations take time to see it and grow. But unless we fertilize it and grow them up, then the idea turns into nothing. The ideation person, what are you seeing? Anne Greven: We are seeing so many amazing things we tend to focus on. And that seems like a very broad statement, but it's true, we get to work with young talent, who are really looking at the agricultural landscape differently than I may have. And even generations prior to me, they're actually looking at it with a lens for tomorrow. So whether some of these ideas you talked about, growing foods: maybe you'll go into a grocery store that you know today, but maybe in the future, we'll be walking into a greenhouse-like experience, or we'll think about how we are able to capture water from the air that helps filters arid landscapes. The technology exists, but these are the kind of things that will come forth to really become viable in the future. I think when we think about what it is going to take, there's so many facets to the Food and Ag system that we look at everything across the supply chain, and we call it farm to table or farm to fork. And it really is so many different facets of what needs to happen at the farm, at the distribution, at the warehouses, in the restaurants, getting to the grocery stores, to the consumer, and then how the consumer behaves after that. So that's how we look at innovation. And we look at solutions that help optimize more sustainable opportunities to solve problems that aren't as efficient today, or aren't being solved. Andi Simon: You know, as you think about that farm to table, one of my podcasts was on blockchain and how it was being used on grass-fed beef in Wyoming, so you could track and trace it. And there was blockchain being assigned to beef coming out of Australia, so you could track and trace it. Even eggs, so you could track and trace them. People would not think that even WalMart is putting blockchain chips on its food so we can track and trace it. That's one of those quiet innovations that has tremendous implications. If you really want to know where your food comes from, and how do you make sure that if you're buying a premium piece of steak, it really is? Or maybe you don't want to buy steak at all? And that's a whole other conversation. But are there other ideas that you think that really strike you as important for people to become aware of and begin to think about? Anne Greven: I look at a couple of our alumni and Kaprow Acts is a company that I think about and how they're taking yogurt. People love yogurt, there might be too much yogurt in the yogurt aisle, but there is a lot of yogurt. And with a lot of yogurt, there's a lot of waste. And we call that whey waste. And whey waste is incredibly toxic to the groundwater. So Kaprow Acts actually takes that whey and makes it into oils that can replace the use of palm oils, or other types of oils in our food system. And that's in essence creating this closed loop technology. So that's one where you don't really think about the yogurt you might be eating, or how we got to that stage. But basically, we suck out a certain amount of water. And with that a certain amount of whey and that actually is a waste product. So finding ways such as Kaprow Acts is amazing in the use of that waste. Another one is a company that I'm going to encourage you all to be a part of is Imperfect Foods. Imperfect Foods was one of those companies that was really designed around making sure that the waste that was coming off of farms wasn't a perfect carrot or a perfect apple. It was either too small or too big or too ugly, or too this. They were able to say okay, you know what? These are all really good foods that the consumer, who doesn't care about the imperfect apple, is probably going to buy. And they've built that company in the last five years, especially during the pandemic, into a food delivery system, upcycling the waste, so that us as the consumer can consume it and thinking about the delivery model in a way that really made it work. The pandemic actually was very good for them, and still is. But imagine, you're going to eat a carrot that otherwise would have most likely got ground up and given to feed. You know there's another company but I'm drawing a blank. So I apologize. But I will come back to it. Hopefully the name comes to me. It is a company that's actually looking at taking the waste of carbon and making it into food. Right now it's being used to feed animals, mostly in the seafood space. But imagine if we can create, capture carbon waste in the air and synthesize it into a food product. It is an amazing full circle as well. Andi Simon: Yeah, pretty cool. I was fascinated by Amazon buying Whole Foods. And thinking about if Amazon is this clever and innovative company, as it seems to be, it's been ranked among the top, if not the top, could we now watch Whole Foods growing its own food on its rooftops, or its basements or putting the distribution in such a way that it eliminates transportation needs. You may be seeing that already developing. But transportation adds a lot of airways of climate impact, and there aren't any drivers for the truck. So what if I didn't need a driver for the truck? Seeing anything like that developing? Anne Greven: Well, I think that, you know, this is definitely something that was a big issue. And it's not just now, but prior to covid. People weren't willing to work on farms, work in plants, the labor shortage was a massive issue. And during the crisis, it's become an even bigger issue for many reasons. And we could have a whole podcast about that. So anything that's helping create more efficient technologies such as robotics, massive surge in robotic technology, whether it's making sure that more of the production within plants is robot, you know, roboticized. In the past, you used to have people at the end of the packing lines, putting things in boxes. Now you're seeing more automation around boxing and distributing. And so now the cost of investing in that is actually at a point where it makes sense for more automation to go in all across our supply chain. So that's real. I think the other thing that really happened is not just about labor, but it's about, as you mentioned, carbon footprint, but making sure that those are shorter. Those shipping and those transportation, so looking more locally, and building out more local accessible systems is very, very real. So whether it's building on your own organic farms and supply chains for those within more cities is definitely one of those things that we're seeing greater demand for and innovation around. Andi Simon: Yep. I guess there's a part of me that's very curious about this. We had a wonderful client who had a few JAG programs and I learned a lot about lasers that could milk cows. And then the State Department went to them, the state's Department of Agriculture wanted them to start to retrain the technical logical stuff because they still needed people who could understand how cows could be milked by machines. But they didn't need people to stay there. So the human quality became more sophisticated. And then, there was a gentleman in a group I was working with who grew tomatoes out in the Sacramento area. And he and his father had a big battle going on because the father said, I'll tell you when those tomatoes are ready to be picked, shake the plant and I know, and he had a drone going across to tell you when the tomatoes were ready to be picked. And the two of them were arguing about two different worldviews. And the perceptions became a great conversation for how difficult it's going to be to change but it takes some time for those who have always done it by shaking the plant to realize that drones can give you a pretty good indication of how much water is there when the plant is ready. And I can see it from my desktop, including the tractors now that are autonomous vehicles and call for their own oil changes. I'm not sure what cons…

    Full show notes at the publisher

    299: Linda Coughlin—Want to Change Your Organization? Focus on Building Trust Jan 24, 2022
    Show notes

    Hear how to overcome the difficulties that block change

    In our podcast today, Linda Coughlin and I get deep into a conversation about the challenges of working with organizations that need to change. You are going to love this interview. Lin is an expert on how to help companies rethink their processes and develop new ways to bring together new teams, engage different generations and successfully build new cultures, often from the merger of different organizations. As you'll hear, she and I are on the same page. Enjoy.

    Watch and listen to our conversation here

    Some of the ideas Linda and I discuss include:

    1. Why it is so hard for people to see what is right before them — one of my favorite topics.
    2. The power of culture to support an organization or undermine its initiatives.
    3. How to help people develop new solutions on their own, so consultants can build the trust that is needed to move an organization forward.

    About Linda Coughlin

    As Founder/President of Great Circle Associates, Linda and her firm provide interim executive and strategic advisory services to leaders who need to envision and implement transformative strategies. A published author and speaker on driving change, Linda was selected as one of "20 Directors to Watch" by Directors and Boards magazine. She serves on the board of C200 and is a member of The Women's Policy Group at The Council on Foreign Relations. You can reach Linda on LinkedIn or her website Great Circle Associates, or email her at lin.coughlin@greatcircleassociates.com.

    For more on how to bring about real change in your organization, start with these

    • Blog: Need To Change? Why Not Turn To The Experts
    • Blog: Can People And Businesses Really, Truly Change? Yes! Here's How
    • Podcast: Rita McGrath—Don't Run From Change, Embrace It!

    Additional resources for you

    • My best-selling new 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 website

    298: Brian Gladden—Can You Be A Value Innovator Inspiring New Markets Jan 17, 2022
    Show notes

    Hear how Blue Ocean Strategy helps you own your market!

    In this podcast, Brian Gladden and I go digging into the whys and hows of creating Blue Ocean Strategies®. Brian is a trained Blue Ocean Strategist who helps businesses find unmet customer needs and create uncontested market space by using the tools and methods of Blue Ocean thinking. After conducting 500 workshops and dozens of client engagements, I know the thinking of a Blue Ocean Strategist quite well, and Brian is certainly one of us. He just loves the methodology and objectives behind BOS, as do I. It really works! To learn how to do it, listen in.

    Watch and listen to our conversation here

    It's all about going where the competition isn't

    When we talk about strategy, most people think that they must compete to build a viable business. Strategic differentiation seems to be the path they must follow. Yet, few really know how to successfully compete, differentiate themselves, or bring in new clients. They tend to be imitative, looking like others in their market segment and doing things in much the same way. This is not the path to true and lasting growth. Entrepreneurs in particular must avoid this, becoming simply another version of what is already out there.

    Conversely, those who thrive can see the problems that need to be solved and new solutions to solve them. They understand that they need a new strategy that opens new markets and finds better ways to create and capture demand.

    If you have become tired of competing, Blue Ocean Strategy might fit you perfectly. Today, supply outstrips demand. It is going to be difficult to out-compete the competition. So how can you recreate new ways to solve old problems, and add value innovatively? You guessed it: Blue Ocean Strategy.

    That's exactly what Brian does, and what we talk about in our podcast: how he helps business leaders create new markets, get to markets faster, and focus their attention on what their customers need, not just on what their business does. In other words, how to swim in a Blue Ocean!

    Get to know Brian Gladden

    Brian has spent 30 years in hi-tech sales, strategy and business development in international firms. He has a doctorate in strategy and innovation and is the Entrepreneur in Residence at the Sacramento State University Carlsen Center for Innovation and Entrepreneurship. You can connect with Brian on LinkedIn, Facebook, his website Strategy & Innovation Institute (www.si2blue.com) or his email bkgladden@si2bue.com.

    Want to learn how Blue Ocean Strategy can revolutionalize your business?

    • Blog: How To Survive These Scary Times: Blue Ocean Strategy®
    • Blog: Is Everyone Winning But You? Time For A Blue Ocean Strategy®!
    • Podcast: Ask Andi—Blue Ocean Strategy® Step 1

    Additional resources for you

    • My best-selling new 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 website

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