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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.

    Advertise
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    Latest Episodes:
    197: Sarah Wilson—See How Great PR Can Build A Better Story For YOU May 07, 2020
    Show notes

    Learn how to maximize your identity and your brand

    When I launched my book in 2017, I was privileged to work with Sarah Wilson on the publicity. She is a very talented PR advisor and together we had great success in promoting the book, me, and the work that we do at Simon Associates Management Consultants (SAMC). While I no longer work with Sarah, as she and her communications organization have expanded in scope and the world of PR has changed, it seemed timely to bring her onto our podcast. She has some great ideas about how authors and others can leverage influencers, social media and targeted events to build their identities and create better value for themselves and their customers. There are important lessons here for all of us. Listen in!

    Sarah Wilson is the founder of POP! Communications, a marketing, PR, social media and tech firm that excels at book launch management, public relations, and social media/influencer marketing campaigns on behalf of authors, executives, brands and numerous New York City agencies. Clients include Bloomberg, Lionsgate Entertainment, MSNBC, GMA, Forbes, Hillshire Farms and Hearst Corporation.

    Sarah was an early participant in Ferrazzi Greenlight Consulting's Author Coaching Program which focuses on harnessing the power of relationships and networks to drive book sales. In addition, she has participated in Jane Atkinson's "The Wealthy Speaker" Coaching Program.

    You can contact Sarah via Twitter, Instagram, LinkedIn or her website POP! Communications

    To learn more about levering your brand identity, start with these blogs and podcasts:

    • Blog: Why Social Media Is Crucial To Your Marketing Strategy
    • Blog: Top 5 Ways Inbound Marketing Builds Pediatric Online Presence
    • Podcast: Mark Schaefer—Are You Ready For The Marketing Rebellion?
    • Podcast: Ask Andi—Selling Your Story

    Additional resources

    • Sarah's website: POP! Communications
    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

    195: Cal Halvorsen—Post-Coronavirus: What If You Can't Retire Now? May 05, 2020
    Show notes

    Hear how to re-think retirement during the pandemic

    During this coronavirus crisis, there is a vital need to recognize the humanity in the numbers. Remember, each statistic represents a real person. I invited Cal Halvorsen to join us again to talk about his perspectives on the next stage of life for older adults. (We first interviewed him in September, 2018 which you can listen to here.) In today's podcast, we talk about the abrupt changes this pandemic has created for seniors. And after it finally flattens and fades, how can we ensure that they can live safely and think about retirement, again? Much to learn here.Enjoy.

    Our older adults: perhaps vulnerable but still very vital

    Some of the news stories today emphasize, incorrectly, the toll of COVID-19 on older adults, particularly those with other health conditions. Yes, many older adults are getting very ill and dying. But so are a number of younger people, too. And the idea that we may have to sacrifice our elders for the future of our economy simply cannot be tolerated.

    Then there is the rapid spread of the virus among those in nursing homes or assisted living residences where they have gone to be safe and secure. Instead, they are in close quarters where the virus spreads easily and quickly.

    In our podcast, Cal and I discuss what might be the future of these residences. Would anyone want to go there after the horrible scenes we are witnessing today? If not, will seniors be able to age in place using telemedicine and remote sensors to help them do so? These are just a few of the important questions necessitating big changes coming out of this crisis.

    And finally, Cal and I dig into how to make sure that our 72 million aging Baby Boomers are able to deal with anxiety and loneliness while they distance themselves from potential carriers of the virus. Being alone has never been something desirable for older adults, or for anyone. It feels, for many, like a prison. How can they stay engaged?

    All of these issues are taking their toll on the usual lives of Boomers, and in fact, all of us.

    It's time to re-think the entire idea of retirement

    With the bottoming out of the stock market and the loss of jobs affecting the future savings and income of older adults, there are going to be some real challenges for those who were planning on leaving the workplace and living off their savings. But, what if they used this crisis as a time to re-think their ideas about retiring and explore ways to stay engaged and even start their own businesses? Sure, this may require the economy to open back up and stabilize. Yet as well as massively disruptiving older people's lives, the pandemic may enable them to see opportunities they had ignored or never seen before. Think of the possibilities! We'll just have to wait and see, but it could be very exciting.

    Some background on Cal Halvorsen

    Cal J. Halvorsen, MSW, PhD, is an assistant professor at the Boston College School of Social Work and an inaugural member of the Encore Public Voices Fellowship, a partnership between the OpEd Project and Encore.org to increase the diversity of voices at the intersection of aging, longevity and social justice. His work examines aging societies and the need and desire for people past midlife to work past traditional retirement age, with particular emphasis on self-employment, entrepreneurship and social entrepreneurship among older adults. Cal received his Master of Social Work degree from Washington University in St. Louis and his Bachelor of Arts in International Studies, with honors, from the University of Iowa. He can be reached at cal.halvorsen@bc.edu.

    A sample of Cal's published articles:

    • The Washington Post: "You've stopped working. Now go out and make money." (September 2019)
    • The New York Times: "When retirement savings run short, freelancing fills the gaps." (September 2019)
    • BBC News: "Why US firms are desperate to retain ageing workers."
    • (August 2019)
    • WGBH Greater Boston: "Almost half Of Americans plan to retire after 65—or never" (July 2019)
    • PBS Next Avenueand Forbes: "How to fix racial disparities in entrepreneurship over 50" (July 2019)
    • PBS Next Avenueand Forbes: "How important is a presidential candidate's age?" (July 2019)
    • Fast Company: "Why we need to be honest about the risks of entrepreneurship" (November 2018)

    For more on adapting to change over 50, we offer these blogs and podcasts:

    • Blog: Who Says You Have To Retire? Not Me!
    • Blog: Enjoy Retirement By Not Retiring: The Value of a Home-Based Business
    • Blog: Wonderful Ways to Get into Business When You Are Over 50
    • Podcast: Andy Simon—Confessions of a Successful Entrepreneur
    • Podcasts: Dan Miller—Should You Dare To Be On the Road To a Healthier, Longer Life?

    Additional resources

    • Cal's website
    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

    196: Andy and Andi Simon—Innovation Games® Are What You Need To Imagine Your Future May 04, 2020
    Show notes

    Hear how to use this time of crisis to re-think, re-create and soar

    During the economic disruption tied to the COVID-19 pandemic, we are indeed living in chaotic times. But chaos is also an opportunity to work in new ways, re-creating our companies and ourselves for the future. Tomorrow is going to be very different from yesterday. The challenge for us all, however, is that we are uncomfortable with uncertainty. So stop, pause and give yourself a moment to re-group. Rather than flee the fear, turn this into a time to use new tools to think about how you could do things better, not how you've always done them. Please join us!

    The "new normal" may become the normal normal

    Let's see how we can adapt ourselves, our communities, our companies, our staff and our customers to the new normal, for however long it remains with us. Perhaps even forever. That is what we have been hearing out in the market among clients and prospects, friends and colleagues. They are actually liking many of the new ways of getting their jobs done. And some of our friends love having more time with children and spouses or partners.

    Something big is happening

    This is why we wanted to do a podcast about how to adapt to these fast-changing times. It is the first of several we are going to share with you, and they will focus on tools we use with many of our SAMC clients that could help you respond creatively to today's changes.

    We could almost see changes coming before the pandemic. We kept talking about the Fourth Industrial Revolution and the Freelancer Nation, and the growing affection for remote work. And then, voilà, it was here.

    There is nothing better than a crisis to accelerate the changes taking place already in our society

    As we look into our future, what are we imagining? Well, there are entirely new channels of distribution emerging. There are already new ways to use blockchain to help in the supply chain. We see people launching blockchain solutions to ease access to new pharmaceutical companies and medical device vendors. More will follow.

    We see a lot of new families embracing home-based schooling, albeit reluctantly but still effectively. One of our friends moved all of his behavioral health clients onto a remote model so they can access mental health services via their iPhones, and it is working.

    Then there are new industries emerging around COVID-19 testing and protection. Our healthcare workers are learning how to reallocate their resources to sustain their hospitals and specialty practices which are waiting for elective surgery and in-office care to return. College presidents tell us how they aren't sure they need their campuses, at least as they have used them in the past. Manufacturing clients are trying to keep their supply chain operating as it responds to the shifting needs of end-users and tries to resolve difficulties with raw material sources abroad.

    When all is said and done, all that matters is that we stay healthy and use this time to be creators

    The one thing about looking into the future is that the future is going to create itself. For you and your company, this is a great opportunity to think about how this applies to you as well. It is a wonderful time to think about possibilities. At SAMC , we love to play Innovation Games® when we are looking at the future. It often frees us from what we think today and lets our imaginations flow to what could be in the future.

    An innovation game that works well is called Reverse Everything

    What this particular game forces you to do is to take everything you used to do and not do it any longer. And, things you never did, you are going to do lots of in the future. Remember, it's a game so let your imagination flow.

    What's truly freeing for people is that they get to create new ideas about what they can do tomorrow without the burden of what they did in the past. For a restaurant, Reverse Everything might look like this:

    As you can see, things you did before, you no longer do. Things you did not do yesterday, you do a lot of tomorrow. And then let the ideas flow. We have a very good friend who owns restaurants and a hotel, and he is trying to reinvent them. Some of the ideas above are very relevant for him and could be for you as well.

    We will tell you more about this in the podcast, so listen in. And there are dozens of blogs and presentations available on our website.

    We are big believers in testing

    You don't really know it's going to work. These are new times. And you are crafting new solutions. So test the ideas and learn from your tests.

    One thing we do know is that change can be an opportunity or a threat

    See how you can use it to your advantage so that you can enjoy a safe, healthy journey into the future. As always, we are here to help you along the way.

    About Andy and Andi Simon

    Partners in life as well as in business, Andy and Andi Simon are principles/owners of Simon Associates Management Consultants (SAMC). Using the tools and methods of corporate anthropology, Blue Ocean Strategy® and Innovation Games, they specialize in helping companies who want or need to change to "see" unmet needs and opportunities that are all around them. As business change management advisors, they are uniquely equipped to suggest ways you and your business can change, adapt and pivot, particularly during the COVID-19 crisis, to achieve even greater success.

    More on how Innovation Games can help you rethink the future:

    • Blog: How To Stay Moving Forward As The World Moves At Warp Speed
    • Workshop: Innovation Games For Your Company
    • Workshop: My Favorite Games And Why They Work
    • White paper: Innovation Games: Serious Play to Do Serious Work, Seriously

    Additional resources

    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

    194: Andie Kramer and Al Harris—Will The Pandemic Hurt Women In The Work Force? Apr 27, 2020
    Show notes

    Learn how today's crisis affects women and gender roles

    We have a serious concern about the impact of the pandemic on women in the workplace. So, we invited Andie Kramer and Al Harris back to share with us their perspectives. On April 1st, Andie had a new article published in Forbes entitled, "Why Stay-At-Home Orders Might Be Good For Gender Equality." Or, if China is a leading indicator, it might be good for divorces. While we have been called futurists, this is not a time for us to offer anything that sounds like "certainty." But we do know that these times are changing, fast, and we will have to as well. In this podcast, Andie, Al and I talk about how people change, or resist change. Especially now, please listen in.

    Humans are habit-driven animals

    We prefer to fall into old habits and repeat well-honed patterns of behavior which we believe to be "the way we do it." For years, we at SAMC have preached, "If you want to change, have a crisis or create one." The COVID-19 has created that crisis. Now we need to help you change.

    Your new ways of doing things...temporary or long-lasting?

    When it comes to the new normal, working at home, often with your kids and your spouse or partner right alongside, the old habits are rather irrelevant. But how do you create new habits, and quickly, and how will these impact gender relationships?

    Whether you are a man or a woman, you should pause and think about what each of you likes to do and what you do best. Then begin to talk about how to navigate the new realities of living, working and raising kids at home. Whether this is a short-term or a longer-term transformation, you might as well get used to this new way of life, at least until it changes into something else. Even as the world opens up again, you might want to re-think all the things you did in the past that you are changing now. And in doing so, you might discover that you don't want to return to the way you did things before.

    Even before the pandemic, remote workers were becoming more common

    Employers already were looking for a more flexible, often global, workforce that didn't need office space and benefit packages. And the technology to enable companies to operate remotely has been available, even if it wasn't being used to the fullest.

    Moreover, as women have become the bread winners in over one-third of American families, they have been figuring out how to raise a family and financially support the household. With women owning over 40% of the businesses in the U.S. before the pandemic hit us, they were creating new revenue streams, new second careers, and opening many businesses out of necessity. Working at home is what many women have done for decades. Now in the midst of this crisis, they can help their partners learn how to balance home, work and family.

    Yes, the future is unclear, but also full of possibilities

    We know that people can find innovative ways to adapt to change. They always have, throughout human history. Now, we just have to let those creative juices flow and re-invent our lives to thrive. We can do it! You're probably already doing it. Let us hear your stories so we can share them. And hang in there, a new day is coming.

    Listen to my Dec 2019 interview with Andie and Al

    In my first interview with Andie and Al, we talk at length about their detailed social science research with women and men across the country. Surprisingly, what they found is that women's unique conflicts with other women and with men are not caused by gender or different styles or the way they were raised and socialized. Rather, it's the result of pervasive gender bias in their workplaces. Fascinating stuff. Listen here.

    More about Andie and Al

    Gender bias expert and a partner at an international law firm, Andie Kramer has become a well-known advocate for women's advancement, mentoring thousands of women. She co-founded the Women's Leadership and Mentoring Alliance and leads workshops across the country to help women—and men—overcome gender-based hurdles and build healthier, more productive workplaces. Andie is the recipient of a long list of accolades and awards for her achievements in her legal career and her advocacy of women, and is also a contributing writer for Forbes.com.

    Al Harris, also a gender bias expert, was a founding partner of the Chicago law firm Ungaretti & Harris (now part of Nixon Peabody) where Andie started her legal career. At Ungaretti & Harris, Al served for many years as managing partner and then as a member of its Executive and Compensation Committees, giving him extensive experience watching and evaluating women as they moved up the career ladder. Over the course of his career, Al has grown increasingly concerned about the barriers and biases women face in traditionally male career environments and subsequently he has mentored and advised numerous women in many career fields.

    Co-authors of the popular books, "Breaking Through Bias: Communication Techniques for Women to Succeed at Work" and "It's Not You, It's the Workplace: Women's Conflict at Work and the Bias That Built It," Andie and Al are frequent keynote speakers and conduct workshops for all types of organizations so they can better understand the world of gender bias.

    For more on gender bias in the workplace, check out these blogs and podcasts:

    • Blog: How Women in Leadership Roles Can Finally Change The Workplace
    • Blog: When It Comes To Corporate Culture, Are Men And Women All That Different?
    • Podcast: Sarah Soule—Busting Those Stereotypes of Women
    • Podcast: Andi Simon—Women Entrepreneurs Changing Corporate Cultures

    Additional resources

    • Women's Leadership and Mentoring Alliance
    • Andie and Al's books: "Breaking Through Bias: Communication Techniques for Women to Succeed at Work" and"It's Not You, It's the Workplace: Women's Conflict at Work and the Bias That Built It"
    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

    193: David Avrin—It's Going to Get Worse, So You Better Get Better Apr 23, 2020
    Show notes

    Hear how to adapt to today's massively disruptive changes

    Whether you're ready for it or not, the epic disruption to the global economy is going to change everything you once thought was "the way we do things." Now you are facing a totally new, uncertain future. What to do? Listen in to my conversation with David Avrin. David is an expert on the customer experience, and he and I will be talking about how that entire experience is undergoing a dramatic change. Who will be your customer tomorrow?, as I often ask at the beginning of my workshops. Now you will be asking the same question yourself. Listen and learn.

    David will push you to think forward and not flee to the past

    We really don't know what is coming next. But after the major disruptions of the current pandemic, we should not imagine that the world is going to return to being a reflection of what it was. That's why this is a perfect time to help you re-think your own purpose, the needs of your customers, and how to create a new business model that will help you survive and thrive in these new times.

    Who is David Avrin

    As one of today's most in-demand marketing and customer experience keynote speakers and consultants, David Avrin delivers valuable wisdom to business audiences around the world across a broad range of industries and categories. His message and timely lessons on creating, delivering and promoting competitive advantages have been enthusiastically received from Singapore to Buenos Aires to Johannesburg and all points in between.

    A former executive coach, David has worked with thousands of CEOs and business leaders on their business brand, customer experience and competitive advantages. He has authored three books, "It's Not Who You Know It's Who Knows You," "Visibility Marketing!" and his recent "Why Customers Leave (and How to Win Them Back)," named by Forbes as One of the 7 Business Books Entrepreneurs Need to Read.

    You can contact David at 303.859.5300, David@DavidAvrin.com or www.DavidAvrin.com

    For more on how to thrive in these difficult times, we offer these blogs and podcasts:

    • Blog: Now That You Have Your Crisis, What Do You Change?
    • Blog: Work Remotely, Are You Kidding Me?
    • Podcast: Laurel Farrer—Welcome To The Future Of Work
    • Podcast: Teresa Douglas—Unleashing Those Secrets To Working Remotely
    • Podcast: Carl Clark—How Social Distancing Can Really Help You Stay Healthy

    Additional resources

    • David's website
    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

    192: Bryan Gregory—How To Manage Your Remote Workforce And Their Technology Systems Apr 20, 2020
    Show notes

    Learn how to overcome the IT challenges of working remotely

    How are you handling your IT systems with a remote workforce? Across the world, remote working has become a viable means for practicing social distancing during this COVID-19 pandemic. The impact on our entire culture cannot be underestimated. For businesses that were always concerned about their security, the teamwork of their talent, the functionality of their systems, remote work is opening up a plethora of challenges. I often say that if you want to change, have a crisis or create one. Well, this is the crisis that is going to change the way we work and to a level way beyond what we imagined before the pandemic arrived. Please listen in.

    Bryan helps you better understand how to adapt, and quickly, so you can thrive in these changing times

    In this interview, I bring to you Bryan Gregory, President of Aldridge, a technology management, consulting and outsourcing company that specializes in providing IT and cloud computing solutions to small and midsize organizations. Aldridge was a client of ours at SAMC. I thought it was timely and relevant to introduce you to Bryan and let him share with you how to best design and manage your remote workforce and the systems you are using to operate your business, whether it is large or small.

    In actuality, remote working has been developing for the past decade. Some thought leaders were certain that remote workers would represent 50% of the workforce by 2025. The pandemic is pushing that timeline ahead faster. Whether it comes to pass or not will, in some part, reflect the way in which businesses learn how to manage a decentralized workforce today. Now you can learn how to set up secure systems with enough bandwidth to run your business through your staff's kitchens. Amazing.

    Global CEOs join to create a coordinated response to COVID-19 crisis

    In January of this year at the World Economic Forum's Annual Meeting, CEOs from across the globe embraced the concept of decentralized workers. Now they are taking an idea and seeing how to mobilize cooperation and support for the COVID-19 challenge. You can read more about how the World Economic Forum's COVID Action Platform is trying to build a global response to the social and business implications of the virus, without a great deal of time to test ideas or model actions.

    Background on Bryan Gregory

    President and head of Sales and Marketing at Aldridge, Bryan's primary focus is to partner with clients to understand their organization and align technology with their business goals. Since joining Aldridge in 2008 as its first salesperson, Bryan has been responsible for generating business partnerships, managing accounts, leading sales and marketing efforts, and overseeing the successful delivery of all company services. In addition, he has helped manage 14 successful acquisitions as Aldridge expanded beyond Houston and into regions of Dallas, Austin and Seattle. His experience includes developing these new markets by leveraging his leadership skills and passion for business to build trust internally, with clients, and throughout the local business community.

    You can contact Bryan at aldridge.com/bryan-gregory

    For more on living and working remotely in these difficult times, check out these blogs and podcasts:

    • Blog: Now That You Have Your Crisis, What Do You Change?
    • Blog: Work Remotely, Are You Kidding Me?
    • Podcast: Laurel Farrer—Welcome To The Future Of Work
    • Podcast: Teresa Douglas—Unleashing Those Secrets To Working Remotely
    • Podcast: Karen Aronian—Working At Home Now? How To Reinvent Your House

    Additional resources

    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

    191: Karen Aronian—Working At Home Now? How To Reinvent Your House Apr 16, 2020
    Show notes

    Learn how to "see" the space in your house differently

    In light of the COVID-19 pandemic, we have been watching so many friends, families and colleagues trying to figure out how to organize their homes for themselves and their children. We invited Dr. Karen Aronian to join us for this podcast focused on how to think about space through a fresh lens. As you will hear, she talks about pausing for a moment and looking at your home as if it was a learning center, which it really is. If ever there was a time to listen in, now is it. Enjoy.

    For years, you have been training (or teaching) your kids in your home

    As our children's first teachers, we encourage and guide their early development in our everyday decisions and the environments in which we live. Most of us just never thought about it like we must think about it now. If you are a home-schooling parent, you have thought about it carefully, but this is not home-schooling time. It is a time for distance learning. And, that means more learning needs to happen than just what is coming from your child's teacher. Ready or not, we have to step up and be educators as well as parents. In this podcast, Karen shows us how.

    Some of the areas Karen asks you to consider:

    • Could your kitchen morph into an experiment center and training site where chemistry can be learned and cooking can be carried out?
    • Kids learn in different ways — some verbal, others aural, some through active learning. Think about how your child learns best and help him/her through this distance learning period by coming up with some clever, creative ways to learn at home.
    • If you've asked a parent or in-law to help, make sure they can see the spaces differently too.
    • You and your partner may be working in your basement or bedroom, while your kids are working in the living room or kitchen. Try rotating during the day so everyone has light and air and time to stretch their bodies and their brains, including you.

    Karen also will give you lots of ideas about colors, and how tonality can help with your moods

    Space is without meaning until we give it meaning. You are changing the way you work at home now. The spaces in your home now have new meaning. Be intentional, not casual, about how you think about and use your home and you'll find that it truly can be a learning center for all of you.

    About Dr. Karen Aronian

    Dr. Karen Aronian Ed.M., Ed.D. is the principal of Aronian Education Design, a full-service education design firm which creates environments and content for children and families. Having worked in education and design for over 30 years, Dr. Aronian teaches pre-K through university level, in public and private schools, both inner city and suburbia. An expert on education and parenting, Dr. Aronian is an education policy fellow with Columbia University and a highly-regarded columnist featured in numerous publications, including Parents magazine.

    For more on living and working at home in these difficult times, check out these blogs and podcasts:

    • Blog: Now That You Have Your Crisis, What Do You Change?
    • Blog: Work Remotely, Are You Kidding Me?
    • Podcast: Laurel Farrer—Welcome To The Future Of Work
    • Podcast: Teresa Douglas—Unleashing Those Secrets To Working Remotely
    • Podcast: Carl Clark—How Social Distancing Can Really Help You Stay Healthy

    Additional resources

    • Karen's website
    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

    190: Carl Clark—How Social Distancing Can Really Help You Stay Healthy Apr 13, 2020
    Show notes

    Learn how to cope more effectively during these difficult times

    During these very difficult times of the pandemic, we know that so many people are struggling with an entirely new way to live their daily lives. Some cannot deal with the isolation. Others are trying to manage with their children and their spouses at home. Elders are feeling vulnerable and isolated. The emotions are under great stress. Humans hate the lack of certainty. They also need others to create a safe social life. With this in mind, we wanted to share with our listeners and readers what mental health professionals advise and how their wisdom might help you cope more effectively. Our guest today is Carl Clark. I have worked with Carl and his organization, the Mental Health Center of Denver, to help them rethink their Blue Ocean Strategy. Please listen.

    Improving the well-being of the Denver community and beyond through a focus on health promotion, well-being, resilience and recovery

    Dr. Carl Clark's early experience with his father's bipolar disorder sparked a commitment to helping people with mental illness regain their lives, hopes and aspirations. As President and Chief Executive Officer of the Mental Health Center of Denver, Dr. Clark leads this organization in "focusing on what people can do, not what they can't do."

    More than 10 years ago, Dr. Clark challenged the MHC of Denver to be "The Center of Excellence" with the best and most innovative mental health services in the country, and by most measures, has accomplished that. Under his visionary leadership, MHC of Denver has received The Denver Post Top Work Places Award for the past seven years in a row, and was awarded the Denver Metro Chamber of Commerce Large Non-Profit of the Year in 2013.

    Background on Dr. Carl Clark

    As the President and CEO of the Mental Health Center of Denver, Dr. Dan Clark inspires a culture of innovation and well-being by delivering strengths-based, person-centered, culturally proficient services, as well as employing trauma-informed, evidence-based practices. Under his leadership, the MHC of Denver was named a finalist for a 2018 World Changing Idea Award from Fast Company magazine, and it won the 2018 Excellence in Behavioral Healthcare Management Award from the National Council for Behavioral Health.

    To correspond with Dr. Clark, contact: Adam Becker, M.Ed Owner and Lead Consultant StorySpring Consulting, LLC C: 303.960.8209 | StorySpringDenver.com

    For more on how to cope in these difficult times, we offer these blogs and podcasts:

    • Blog: Now That You Have Your Crisis, What Do You Change?
    • Blog: Work Remotely, Are You Kidding Me?
    • Podcast: Laurel Farrer—Welcome To The Future Of Work
    • Podcast: Teresa Douglas—Unleashing Those Secrets To Working Remotely

    Additional resources

    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

    189: Dan Pipitone—Is Your Broker-Dealer Really There For You in These Volatile Times? Apr 09, 2020
    Show notes

    Hear how your broker-dealer should be responding to you

    "It's important to be an informed consumer. We are in unprecedented times due to pandemic concerns, geopolitical tensions and our own presidential election. You should become familiar with how your broker-dealer handles customer service to prevent problems and make sure your trades are executed smoothly," says Dan Pipitone, co-founder and owner of TradeZero America. We interviewed Dan so we could help you, our listeners, think clearly about your own relationship with your broker-dealer during the ups and downs of today's stock market. Crucial listening!

    Here are some of the topics Dan and I discussed. Listen in and ask yourself, "How has this volatility impacted me?"

    For example:

    1. Does your broker-dealer provide a phone number for customer service?

    Your broker-dealer should have a direct phone number you can call if you have a problem, not just a customer service e-mail or functionality for a computer chat.

    2. Who answers the phone?

    Sometimes customer service lines are answered by bots. You should be able to talk to an actual person.

    3. How fast can you reach someone and is that person qualified?

    Time is of the essence in fast-moving markets. The customer service rep should answer quickly and be able to resolve your problem promptly, without referring you to a manager.

    4. What are your firm's margin requirements?

    Margin calls can be an important factor during periods of major market volatility. You should know your margin thresholds.

    5. What are your broker-dealer's contingency plans?

    Companies are preparing for significant business disruption due to the coronavirus. Does your firm have backup plans for its systems, technology and personnel? You should familiarize yourself with your broker-dealer's Business Contingency Plan, or BCP, on the firm's website.​

    Who is Dan Pipitone?

    Dan Pipitone's career as an entrepreneur spans more than 20 years, founding and leading a number of successful startups in the financial services sector. In 2019 with his partner John Muscatella, Dan co-founded TradeZero America, an online broker-dealer providing commission free stock trading, with a suite of user-friendly desktop and mobile software offering professional-level tools for the retail investor.

    Previously in 2015, Dan and John co-founded TradeZero America's sister company, the offshore online brokerage firm TradeZero Inc. Based in the Bahamas, TradeZero Inc. provides commission free trading on US markets to non-US residents and citizens. And in 1999, Dan launched NobleTrading.com, Inc., an online broker-dealer catering to active traders and trading firms, which was sold to Lightspeed Trading in 2010.

    For more on innovative business practices in fast-changing times:

    • Blog: Now That You Have Your Crisis, What Do You Change?
    • Blog: Managing Change in Fast-Changing Times
    • Podcast: Peter Boumgarden—How To Build Awesome Teams In Today's Changing Times

    Additional resources

    • Dan's company: TradeZero America
    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

    188: Laurel Farrer—Welcome To The Future Of Work Apr 06, 2020
    Show notes

    Hear how today's remote workforce is the new reality

    Today, Laurel Farrer is our guest to talk about how to build a remote workforce that works, which is great timing. I have recently been working with clients with remote workforces. I have also been watching the changing world of work. All around the globe, we are moving from managing hands to managing minds, empowering our workforce and enabling them to work anywhere, anytime, as long as they get the work done. For some companies, this means management tools to ensure that employees are productive and well-informed about their obligations to get the work done. For others, remote work is seen as a "perk," with flexibility not something that is measured or managed. This is the way the world is moving so we should all listen and learn.

    These are fast-changing times

    Whether you are a global corporation or a local business trying to attract and retain the best talent, remote work is here to stay. The old ways are gone, so you need to educate yourself about how to drive that workforce so you and your business can thrive.

    A remote worker can save a company $20,000 in unnecessary expenses. If this person is well-trained, properly managed and communicated with often, the worker thrives. If not, they merely do "best effort," often undermining the very importance of flexible work for themselves and others.

    Background on Laurel Farrer

    As the Founder of Distribute Consulting and the Remote Work Association, Laurel starts, strengthens and leverages virtual workforces. As a global thought leader on the topic of remote work, she collaborates with the world's top companies and governments to eliminate virtual worker discrimination, prevent policy retraction, increase remote job accessibility, train distributed leaders and design economic initiatives. Additionally, she is a Forbes contributor, a subject matter expert for business education curricula, and a virtual software product advisory. Laurel's clients include Logitech, HubSpot, Microsoft and the U.S. government, among others.

    For more about getting the most of your workforce, check out these 3 podcasts

    • Podcast: Diana Wu David—Future Proof You and Your Work
    • Podcast: Chris Tuff—To Work With Millennials, First You Have To Understand Them
    • Podcast: Ask Andi series—Finding and Keeping Great Employees

    Additional resources

    • Laurel's website
    • My award-winning book: "On the Brink: A Fresh Lens to Take Your Business to New Heights"
    • Simon Associates Management Consultants website

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