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The WHY of Better Behavioral Marketing Strategies With David Anderson

BYW 42 | Behavioral Marketing

 

David Anderson was bullied as a kid mainly because of his height, pushing him to keep a low profile. Despite this, he chose to defy other people’s perspectives and look for a better way to live. With enough hard work and perseverance, he found his way to the White House and started a full-service agency focusing on behavioral marketing. He joins Dr. Gary Sanchez to discuss how he finds better ways to influence people in approaching a brand, product, or service. David also explains how marketing strategies are being simplified to cope with the fast-paced digital world, particularly with the rise of artificial intelligence.

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The WHY of Better Behavioral Marketing Strategies With David Anderson

Welcome to Beyond Your WHY show, where we go beyond just talking about your why, and helping you discover and then live your why. Every week, we talk about one of the nine whys. We bring on somebody with that why so you can see how their why has played out in their life. In this episode, we’re talking about the why of better way or to find a better way and share it. If this is your why, you are the ultimate innovator. You are constantly seeking better ways to do everything. You find yourself wanting to improve virtually anything by finding a way to make it better. You also desire to share your improvements with the world.

You constantly ask yourself questions like, “What if we tried this differently? What if we did this another way? How can we make this better?” You contribute to the world with better processes and systems while operating under the motto, “I’m often pleased but never satisfied.” You are excellent at associating, which means you are adept at taking ideas or systems from one industry or discipline and applying them to another, always with the ultimate goal of improving something.

I’ve got a great guest for you. His name is David Anderson. David is at the forefront of entrepreneurship, board leadership, and visionary growth. That’s where you will find him. He’s a strategic growth driver, problem solver, synergist, mentor, and quality visionary. His passion for launching, transforming, and scaling a business in challenging economic and crisis situations are evident from the moment you meet him.

David has garnered comprehensive international business experience via working in the White House and serving in several blended roles at Entrepreneurs’ Organization or EO. During his global experience, he has communicated and built strong relationships with leaders from all over the world. He’s the CEO and Co-Founder of Off Madison Ave, an advertising and marketing company.

David seamlessly navigated business survival challenges during the 2007 to 2008 crisis, 9/11, and the death of a partner with intellectual honesty, strategic influence, and deep fiscal stewardship, growing business by 20%-plus in 2021 with consistent year-over-year improvement. At Off Madison Ave, David expertly guided customer behavior by generating big ideas, and constantly perfecting the marketing mix across multiple channels. He identified lucrative market opportunities, inspired a passion for the brand, and drove customer acquisition and retention. David, welcome to the show.

Thank you very much, Gary. I need a copy of that. I sound good there. Who wrote that? I wish I could say so many nice things about myself.

It was impressive. It was very long. We’re going to get to unpack it and dive into that a little bit. Where are you now? Where do you live right now?

I am sitting here in Tempe, Arizona, right by the ASU campus where I also went to school. As we were talking a little while ago, it’s a frigid 61 degrees in Arizona, which for us is brutal. The rest of the US is laughing at us.

No sympathy at all. From most people, you’re going to get none. I was up in Denver during the holidays. It was -14, windshield is -27, so 61 is not frigid.

We’re spoiled rotten here.

Take us back to your life. Where did you grow up? Where did you go to high school? What were you like in high school?

For all the old people on here, I’ll give you the Reader’s Digest version. They know what that means. I was born in Arizona but I lived here for only a couple of years. Interestingly enough, me being an entrepreneur almost my entire life, and my dad was a total corporate guy. He got transferred back to Manhattan. We lived in New Jersey, but all of our family was here in Arizona, so I spent a lot of time here.

I came back and went to ASU. It took me more than four years. We won’t go into how many years or my GPA. After that, I needed a change and ended up back in Washington DC for a little over four years. Those are some of the most fantastic learning and fun times of my life, and then back here in Arizona in the early ’90s where I went to work for somebody for a short time. I started my serious entrepreneurial ventures which I’ve been in for 25-plus years now.

David’s why is to find a better way and share it. How he does that is by challenging the status quo and thinking differently. What he ultimately brings are simple solutions to help others move forward. David, back to high school real quick. What were you like in high school? What was it like hanging out with you?

To translate how you explained a better way, we drive people crazy because we’re never happy with anything. We’re always like, “What if? How about we do this? How about we do that?” To be totally honest with you, I wasn’t like that in high school. I have evolved. I was more fly under the radar. Most people from high school probably wouldn’t even remember who I was.

In a lot of ways, it was, “What could I do to get by? I was taught by my dad who started work in a Fortune 25 company in their warehouse and became a senior vice president. I learned the value of a hard work ethic all through high school work and college work. While I am the smartest tool in the shed, I will outwork anybody. I work harder and do that.

I had the absolute privilege of working for two presidents of the United States. For political reasons, I won’t get into them at this point because of the state of politics now, but I learned some valuable lessons. One of the biggest was the importance of the people you have around you. You’re only as good as the people that you have around you.

[bctt tweet=”You are only as good as the people you have around you.” username=”whyinstitute”]

I worked in the Executive Office of the President. I got an up-close view of some of the most amazing people you will ever meet, politics aside and all that. I learned a lot. I learned about people who had that why and that vision thing of what it was going for. That’s where my transformation started. I was pretty young when I did that. I was in my mid-twenties. I wish I would’ve paid a lot more attention to the learnings that I’ve had. I was a late bloomer. I didn’t get all of this until later on in life.

Let’s talk about this fly under the radar thing. Why were you a fly under the radar? I would love to hear your perspective. How tall were you in high school?

I am not a tall guy. I’m 5’5 or 5’6 on a good day. Two boys in their twenties both tower over me. I was bullied a bit as a kid too. I changed schools when I was in fourth grade. It was a pretty brutal experience. I talk about that now. Being shorter and being bullied, I know that all had an effect on me being my real self at a younger age.

I had no idea because I can’t tell on a screen how tall anybody is. The reason I mentioned that is because I had a similar experience. I grew late. I grew up mostly after high school. I know that experience of looking younger than everybody. How that can maybe keep you more in your shell, until finally you get out and realize, “I’m just as good, if not better than everybody else here. Let’s go rock and roll.”

In high school, you’re judged in a different way. I am an average athlete at best. In high school, that means a lot. I wasn’t part of the cool crowd and all of that. Life has a lot to do with who you associate yourself with, going back to what I said before of what I learned. It was simpler to keep a low profile.

Otherwise, you get picked on. Off to ASU. What were college years like for you? When you got to college, how old did you look?

I don’t look young anymore. Luckily, everybody can’t see me on screen. Most definitely, if you stand me next to some of the football players with full beards, 6’3” 200 pounds. I looked young going through college. College is where I started seeing some of my potentials. I wrote a book and some other things now. I joined a fraternity and I became president of my fraternity. My journey is from being the president of my fraternity to working in the White House type of thing. I started learning that I had a voice. Don’t let external factors and people judge you. You control your own destiny. It was during that college time that I started and had opportunities for leadership positions. Honestly, people are pushing me into them, not me actively seeking them.

BYW 42 | Behavioral Marketing
Behavioral Marketing: Don’t let external factors and other people judge you. The one who control your destiny is you.

 

You had to find a better way as you went along to deal with what you were dealing with. Whether that was in your own head or anybody else’s head, you had to find a better way. You had to think differently. You were never going to be the 6’5” 250-pound guy. That wasn’t you.

No. I don’t know how much you’ve read or heard Brene Brown speak. Without a doubt, I was a victim of my own stories. The stories we tell ourselves are defining us. I was just fortunate enough to have some people in my life that pushed me and a lot of luck. I’m not going to fool anybody. I ended up working in the White House because I met a girl at a party one night who worked there.

She introduced me to some people there and took me under their wing. They pushed me to be what they saw in me, rather than what I thought of myself. My work ethic had me take advantage of that. Now, I try to do the same thing for people that work for me and others. My mentoring and my coaching are to help other people reach their full potential. My purpose and my why is to help people and companies thrive. That’s what I’m about and what my why is. A lot of that is a better way and helping people realize there are better ways.

You graduated from ASU. What was your degree in?

In Finance.

You never imagined you would go to the White House.

I took one Political Science class in college because I had to or it was an elective. Three years later, I am flying on Air Force One. I’m traveling around the world in the Executive Office of the President. It’s strange how life works, but that’s exactly what happened.

Take us into your very first day at the White House.

On the very first trip that I did my role, I was an elite advance person with the president. I would travel ahead of him and with him wherever he traveled, domestically or internationally. I would go somewhere between a week and three weeks ahead of them, depending. International was more. I never worked directly in the White House because I was always out on the road doing things.

On my very first trip, I had no idea whatsoever. It was close to DC. The next thing I know, I’m standing in a field waiting for Marine One to land, the steps come down, and I’m 20 feet from there. It was just striking, the person but also what it takes to get around, the amount of detail that goes into it, and the behind the scenes stuff. Everybody thinks it shows up on TV the way they see it. It’s always choreographed.

I’m struggling to put this together. You go from a fraternity president at ASU. Your first gig at the White House is working with the president. How the heck does that happen? Versus the other people that start at the bottom, cleaning the toilets or whatever they’re doing and have to work their way up, or working with a senator. You start with the president.

It was sheer luck. There was a stint working in a bar in between there. Just a little bit more background of how it happened. Right before that, I moved to Washington DC with no job whatsoever. It was just a place I wanted to go. I lived in a hotel for my first week until I found a place to live. I was working on Capitol Hill for a United States congressman. There are a couple of things that I did for a senator and a congressman. I had this introduction to DC. Once I was there, I met a person at a party one night who helped give me an opportunity to do the advanced thing in the White House.

You were there for a couple of years, and then decided it was time to get out of DC? How did that happen?

The president I was working for lost. I decided that I didn’t want to be a lifetime politics DC person. It was an incredible adventure for four years, but it was time to go home and figure out what to do there. On my way driving back to Arizona, a friend I worked with in DC called me and said, “I have a PR firm here in Washington DC, but I’m from Arizona. Someday, I might want to live back in Arizona. Would you want to open an office for me in Arizona?”

I didn’t even know what a PR agency was. I got home a couple of days. I went to the ASU bookstore. I remember this clearly. It wasn’t all digital back then. I looked up books, PR 101, 102, and 305. I literally sat on the ground in the bookstore for probably three hours reading through all these textbooks. After a while, I was like, “I’ve been doing PR. PR is politics.”

I’ve been doing it and so I said, “Sure. Let’s get started.” Gordon C. James Public Relations. He’s a good friend of mine. I just talked to him. He’s an amazing guy who gave me a great chance. That’s how I ended up in marketing in PR. After a couple of years working with Gordon, I did a brief stint at another place, and then for a whole variety of reasons, I started Off Madison Ave with my business partner still to this day.

What is Off Madison Ave?

We are a full-service marketing agency with a real emphasis on behavioral marketing. It’s how you get people to change behaviors towards the better way mentality. Back in the older days, there was a saying by a very famous marketing person, “50% of my marketing dollars are wasted. I just don’t know which 50%.” Marketing has evolved. It can be very measured and very focused now.

Marketing is all about changing behaviors. It’s about building awareness and changing consumer behavior to try your brand. Brands are built by how the interaction with your brand is. Brands constantly have to look at a better way. What’s the stat? Thirty years ago, only 25 of the Fortune 250 are even still around, 25 years later. It’s some statistic like that. I butchered that. There is a significant history of brands that don’t keep up, don’t find a better way, and don’t change. They go out of business or get gobbled up by somebody much bigger because they’re not constantly looking for that better way.

Give us an example of what you mean by how to get people to change their behavior. What would be an example of something like that?

There’s BJ Fogg who wrote the book, Tiny Habits. BJ Fogg teaches at Stanford University and is also known as one of the gurus of behavioral marketing. It’s about the messaging and triggers. What motivates somebody to change a behavior? My wife doesn’t let me go to grocery stores because I come back with everything except what she sent me for.

How many people buy the exact same brand every time? “I get that milk. I buy that peanut butter. I always drink Coke, not Pepsi or nothing else.” What do you need to do to change people’s behavior to try a different brand? What is the stimulus that you need to give to get people to try something different and change their ways of doing it?

There is a science behind it. It goes to how you say things and what the motivations are. How do you learn from people’s behaviors with one brand, product, or service? How do you translate that into getting them to use a different brand or service? There’s science behind it and the steps that you take to get people to do that.

Would you be able to give us an example of how you’ve done something like that, or how a company has done something like that, getting people to change a behavior? What would be a product that you could think of that illustrates that?

You can see it a lot. There are some classic brands that do it a lot. The Nikes of the world. Even the Starbucks of the world. They entice you to order larger sizes of drinks that they have just by the points. Loyalty programs are great ways to get people to change their behaviors because you’re incentivizing them. You do so much of this. As of Tuesday, Starbucks added the number of stars for me to get another drink.

That’s a great way of doing it. A loyalty program is a great way to get people to change behaviors and go to places. We do a lot in travel and tourism. Through marketing, people who do the same thing every year can show similar activities that they do. Outdoor adventure people like to do outdoor adventures. What type of things do you message to them to get them to try something different? Does that make sense?

Yeah. Maybe even something as simple as when you go through a drive-through and they suggest with what you are ordering, “Would you like an apple fritter?” You never even were thinking about an apple fritter.

The significant increase in programs where you pay a flat monthly fee entices, “I paid one fee to this company.” My carwash, even though they’re a client of ours, Cobblestone. It’s $30 a month. I can go as often as I want, whenever I want. How many times am I going to go to a different place once I’m tied in there? They’ve locked in my behavior now too. By the way, I get points every time I do it that get me to free polishes and all of that kind of stuff that goes there.

How about Costco? People’s behavior is to go on Saturdays and Sundays to get snacks and food samples. Have you ever seen people go there to get samples? It’s ridiculous. People stand in line to have a little cup of three M&Ms to try to go there. It programs people, “We’ll do that.” You can even get a Coke and a slice of pizza for $1.49 at Costco. People take their whole families. It’s all the behaviors that build on to get that there.

I didn’t realize there was a science to it. I guess it makes sense that there would be, but you got to think it’s trial and error. If somebody gives it a shot and says, “It worked, it didn’t work.” There’s a whole lot behind it that we don’t even know.

With the continued growth of AI, it’s going to become more prevalent. It’s building digital personas for customers. We have another company called LighthousePE, which is a SaaS software product that embeds in any branded app that’s using location and other indicators. It’s all about building an individual’s behavioral patterns to send them the exact right messages at the right time to get them to take action.

Does AI excite you or scare you?

A little bit of both. Some of this is this chat thing where you put a few words in of what you want. I have one son still in college, and I had no idea how prevalent it was until he swears he doesn’t do it. I’m like, “Yeah, right.” Kids are writing their entire papers. “I need a 3-page paper, 1200 words on Roman Empire,” and it does it for you. It’s that kind of stuff.

I also saw a 60-minute story that professors are now like, “How do we make assignments that work around that?” The human mind will always find ways to work around AI. What does it mean for job growth in the future? I don’t know. There are a lot of unknowns as AI continues to be embedded in more parts of our lives.

BYW 42 | Behavioral Marketing
Behavioral Marketing: The human mind will always find ways to work around artificial intelligence. There are a lot of unknowns as AI continues to be embedded in everyone’s lives.

 

It’s the same with me. I am excited but nervous about it. I’m scared of where this is going to take us. What’s the endgame here? Somebody was telling me that when the telephone came out, people were predicting the end of the world. It’s going to change everything. No one is going to have a conversation. Nobody is going to know each other anymore. They’re just going to do it over the phone. The end of the world is coming. Of course, it didn’t. The same thing is being predicted for this. Interestingly, I had an interview with a gal who’s an AI expert. We had this same conversation. You also have been participating quite heavily with EO.

Absolutely. If I could go back a little bit to what you said, I think you’re spot on. We will continue to learn, adapt, grow, and change. Right now, we are in a massive innovation change with the proliferation of social media. How are we handling that? Look what it’s done to our political environment. Look what it’s doing to creating good and bad around the world.

Just like when we went from the agricultural to the industrial revolution. There was a massive change. The growth of urban cities. We figured it out. Going to better way, I would say better way without thoughtful consideration for the ramifications of a better way can lead to a lot of challenges. That’s somewhere where people like me think, “Better way. Do it differently.”

My team here is the one saying, “Dave, that’s interesting but let’s think about the ramifications of that.” Play chess rather than a quick game of checkers. I think we can all do a better job. I’m a better way, but I need a significant counterbalance to that in my personal and professional life. I just wanted to add that in because I agree totally with you. Better ways sometimes get way out in front of themselves. It has led me to get myself in trouble more than a few times going on.

Entrepreneurs’ Organization is a fabulous organization. They have over 17,000 members now in 62 countries around the world. I had the privilege of not only serving on the global board of directors but also as the global chair up until July 1, 2022, when my term ended. Talk about a group of constant better ways. EO has almost 150 global staff around the world. Just think what those poor people go through with all of us better wayers.

There are a lot of people that won’t know what EO is. What is the purpose of EO? What has it meant to you? Why did you get involved with it?

It is the largest community of entrepreneurs in the world, so it’s having like-minded people. One of the core functions, but by no means the exclusive, is our CEO forums. They are founders entrepreneur forums of around 10 members within each chapter in almost 220 chapters around the world now. That’s where our brain trusts are.

There are boards of directors and boards of advisors. That’s where we go and talk about the best of things happening to us and the absolute worst of things happening not only in business but in our professional lives. You can’t separate the two, especially for entrepreneurs. We don’t get to drive home or walk downstairs now in this new world and switch on and off. It’s about supporting, prospering, and doing entrepreneurship in a way that changes the world.

I firmly believe that if we got rid of every politician in the world and put entrepreneurs in place for them, and there are some entrepreneurs in government, we work to solve problems and make it a better place and stop arguing with each other. We don’t have the luxury of sitting around and arguing forever. We have to get stuff done. We move forward. I believe entrepreneurs do this. I’ve been in situations where I’ve been at events with people from Pakistan and India sitting at the same table or from Israel and India. It’s an amazing network of people around the world that are working hard to make themselves better, but also the world better.

When I was speaking at the EO Arizona group, it felt like these are my people. These are the people that are out there doing stuff. They’re taking risks. They’re getting their butts kicked, and they’re kicking butt both. It was fun to see. It’s exciting. These are people that are excited about what they’re doing.

It’s also an extremely authentic group. I can meet an EO anywhere in the world and be like, “How is it going?” They’ll be totally honest, “I’m having the worst year ever right now. Not only is my business down, but I’m also getting a divorce. My son is challenged with mental health and drugs.” It comes from a place of instimacy or instantly being able to be intimate with other people about how life is.

There’s no fakeness. This is how it is. Ninety-nine percent of that time, that person will be like, “I’ve been there myself before. Let me help you. Let me introduce you to such and such. I know some people that might be able to help you.” I’ve met literally thousands of EO’s board members. I can count on one hand the people that I was like, “I would never want to hang out with this person.” It’s good people.

What was your position?

I was the global chair for the entire organization.

What does the global chair do?

Lots of things. It’s a corporate board. We have a CEO. We have 100-something staff members around the world. We have fiduciary responsibilities. The board and especially the chair and all board members were also worldwide ambassadors for the organization. Also, it was very common for places that I went to in other countries to meet with government officials or other significant entrepreneurs to help promote entrepreneurship in those communities.

My viewpoint and many others are if you look at the world, entrepreneurs are the vast majority who create jobs. We create jobs. We provide security to people. We are the backbone of the worldwide economy when you look at entrepreneurship and the number of people that they employ and where they are. It’s a passion of mine of spreading that entrepreneurship and also helps fellow entrepreneurs around the world.

[bctt tweet=”Entrepreneurs are the vast majority who create jobs around the world. They are the backbone of the worldwide economy.” username=”whyinstitute”]

I’m sure we have a favorite person in common, Warren Rustand.

Yes. I know Warren very well. He lives right here in Arizona, down south a bit in Tucson. I know Warren extremely well. He’s a fabulous leader and a person who also has given his all to help make entrepreneurs better around the world. He’s a very excellent gentleman.

I had him on the show a while back, and it’s one of my favorite interviews. It was interesting. I don’t know how he did this, but no matter what I asked him, he had an incredible answer. It was not a basic answer. I’d say, “What does it mean to be a good leader?” He said, “There are four things to that.” I’m like, “How would you know there are four things to what I was going to ask you?” It was so crazy.

Great, Gary. You just raised the bar for me significantly.

I’ll ask you the last question. What’s the best piece of advice you’ve ever been given or the best piece of advice you’ve ever given?

I said it earlier. Don’t let others define you. Never underestimate yourself. One of my favorite books is Grit by Angela Duckworth. What we do every day in our business life and personal lives requires an immense amount of grit. We’re going to have setbacks. If you don’t think you’re going to have setbacks, you’re delusional. It’s how you respond to them.

BYW 42 | Behavioral Marketing
Grit: The Power of Passion and Perseverance

I have a 23-year-old and an almost 21-year-old. That’s what I tell them all the time. You know what? It’s life. You’re going to have setbacks. It’s how you respond to those setbacks and the grit that you show that will define you. Never let anybody else define you. Never give up. Just have grit because it’ll get you through the worst of times. The good times will come again.

I love it. David, if there’s somebody who wants to get a hold of you, wants to follow what you’re doing, and wants to look at your company, Off Madison Avenue. What’s the best way for someone to get in touch with you?

You could look at OffMadisonAve.com. I also have a personal website for some of the coaching that I do and the board of directors stuff that I do. It’s DWALeadership.com. My name’s David Wayne Anderson. The email is DWA@DWALeadership.com. You could go to the website or email me directly and learn a little bit more. I’m on LinkedIn. There are probably about 3.5 million David Andersons. It’s one of the most common names there is. You could find me, David Anderson, at Off Madison Ave or even in Phoenix, Arizona, you’ll find me.

One last thing before we end because we didn’t get to talk much about it. What kind of coaching do you do? Who would be an ideal client for you?

I work to help build high-performing teams. We all know that you can have the best strategy in the world, but if you don’t have a high-performing team to execute against it, your strategy will never get executed the way to get real results. I work with CEOs, but I also work with managers that have teams and how to make them better leaders.

[bctt tweet=”If you don’t have a high-performing team to execute your best strategy, it will never deliver real results.” username=”whyinstitute”]

I’m not complete yet, but I’m willing to also become a Marshall Goldsmith certified business coach. Marshall Goldsmith is the number one business coach, rankings many times over. My favorite book which falls exactly in line with the better way is What Got You Here Won’t Get You There. I’m a big believer in that. It takes a team. As I’ve told you early on, you can only do so much as an individual, it’s the team you build around you.

I love it. David, thank you so much for being here. I really enjoyed it. I look forward to staying in contact with you.

Sounds great. Thank you very much, Gary.

It’s time for the last segment, which is Guess Their Why. I thought what we would use is Patrick Mahomes. Patrick Mahomes is the quarterback for the Kansas City Chiefs. If you know anything about him, he’s the next coming of the best quarterback to be. He’s already surpassed so many of the best quarterbacks, including Tom Brady. He’s only been in the league for five years, but what he’s done in five years surpasses what anyone else has done in those five years. Does that mean he’s going to be the best of all time? No. Is he on that trajectory? Yes. What do you think his why is? If you know anything about him, I would love to know what you think.

I think his why is challenge. I think he does things differently. He doesn’t follow the rules. He doesn’t throw the ball like anybody else. He doesn’t play the game like anybody else. He thinks outside of the box. He sees a different world than all the other quarterbacks before him. He’s not stiff in the pocket and just throws a particular one pass. He’s all over the place in what he’s able to do and willing to try.

I believe that his why is to challenge the status quo. Let me know what you think. Thank you so much for tuning in. If you have not yet discovered your why, you can do so at WhyInstitute.com with the code PODCAST50. If you love the Beyond Your WHY show, please don’t forget to subscribe. Leave us a review and rating on whatever platform you are using. Thank you so much. I will see you in the next episode.

 

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About David Anderson

BYW 42 | Behavioral MarketingImmediate Past Global Board Chair at Entrepreneurs Organization (EO), Chair LighthousePE Advisory board, & Many Non-Profit & Profit Organizations

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Podcast

The WHY Of Make Sense In Analytics With Kavita Ganesan, Opinosis Analytics

BYW 41 | Opinosis Analysis

 

Are you someone who seeks to solve complex and challenging situations, even the problems of other people who view you as “smarty pants” or someone who doesn’t listen? Your WHY is of make sense! In this episode, Kavita Ganesan, the founder of Opinosis Analytics, shows how her WHY of make sense allows her to find solutions to AI problems that companies face. Kavita’s expertise demonstrates how AI functions in many businesses growth. Cultivate your passion for making sense of complex situations by tuning in to this episode today.

Watch the episode here

Listen to the podcast here

 

The WHY Of Make Sense In Analytics With Kavita Ganesan, Opinosis Analytics

In this episode, we’re going to be talking about the Why of Make Sense, to make sense of the complex and challenging. If this is your why, then you are driven to solve problems and resolve challenging or complex situations. You have an uncanny ability to take in lots of data and information. You tend to observe situations and circumstances around you and sort through them quickly to create solutions that are sensible and easy to implement.

Often, you are viewed as an expert because of your unique ability to find solutions quickly. You also have a gift for articulating solutions and summarizing them clearly in understandable language. You believe that many people are stuck and that if they could make sense of their situation, they could develop simple solutions and move forward. In essence, you help people get unstuck and move forward.

I’ve got a fascinating guest for you. Her name is Kavita Ganesan. She is an AI advisor, strategist, educator and Founder of Opinosis Analytics. She works with senior management and teams across the enterprise to help them get results from AI. With many years of experience, Kavita has scaled and delivered multiple successful AI initiatives for Fortune 500 companies, as well as smaller organizations.

She has also helped leaders and practitioners around the world through her blog posts, coaching sessions and open-source tools. She holds degrees from prestigious computer science programs, specifically a Master’s degree from the University of Southern California and a PhD from the University of Illinois at Urbana-Champaign with a specialization in applied AI, NLP, Search Technologies and Machine Learning. Kavita has been featured by numerous media outlets including Forbes, CEOWorld, CMSWire, Verizon, SDTimes, Techopedia and Ted Magazine. Kavita, welcome to the show.

Gary, thank you for having me. I am very excited to be talking to you.

Where are you? What part of the country are you in?

I’m in Salt Lake City, Utah. That’s where I am.

Where were you born? What was you like growing up?

I was born in Malaysia. That is South of Thailand and North of Singapore. It is part of Southeast Asia. That’s where I grew up. I came to the US when I was around twenty years old. I was a very quiet individual, observant and reserved but very sharp and smart in academics. I did well in school. After my Bachelor’s degree in Computer Science, which I did well in, I got admission to the University of Southern California in Los Angeles. That’s where I did my Master’s and that’s where I got introduced to this whole world of AI.

I was taken up by the complexity of AI as well as the opportunities that it presents for each new problem. I love problem-solving and algorithm development. AI is a combination of the two. That’s how I got into it. Even back in 2005, they had cutting-edge AI research going on and this was long before AI became the mainstream topic that it is now. At that time, there were no jobs in AI so I went and worked at eBay as a software engineer but I was still very intrigued by AI. I was still attending conferences related to AI. I was publishing papers.

I was still doing AI on the side and I wanted to get deep into AI. I said, “The heck with this job. Whether there are jobs or not, I’m going to do a PhD in AI.” At that time, I was ready to become either a research scientist because that’s where people with AI backgrounds go or an academic professor. I wanted to be a research scientist so I could stay within industry jobs. I had a blast and people think I’m crazy leaving a high-paying job and becoming a graduate student earning only $1,800 a month but I’m okay with that for a while.

Let’s go back a little bit. In high school, you were quiet but interested in problem-solving and learning.

I was interested in learning. I was a good student.

For those that are reading, Kavita’s why is to make sense of the complex and challenging. Her how, how she does that is by seeking mastery, diving in deep, learning all the nuances and learning as much as she can. Also, her what, ultimately, what she brings is a trusted relationship, to be that trusted source. Let’s see how this plays out for her. Your Bachelor’s degree was where? Was that in Malaysia?

It was in Malaysia at a public university. I was good at programming. I did a Computer Science degree and I excelled at it because it came very naturally to me. There was a lot of algorithm development and problem-solving.

You then went to USC, which is where I went. I went to USC as well. Your story sounds very familiar to me because when I went to USC, there was no such thing as cosmetic dentistry at that time but USC was on the cutting edge of all of that. They were the first ones to come up with a dentistry degree, which is what when I was there but similar to AI when you were there. Tell everybody what is AI.

AI is a very specialized software automation that helps you mimic human-like thinking and decision-making problems. Let’s say a doctor uses his years of experience to decide if a patient has lung cancer based on the patient’s data, his experience, his training and a range of other factors like images from their scans and stuff like that. AI tries to replicate this by learning from historical data points. When a patient comes along, it looks at their data and then makes predictions. “This patient may have a high risk of lung cancer.” It’s replicating how humans think and reason. That’s what AI is.

BYW 41 | Opinosis Analysis
Opinosis Analysis: AI is just like very specialized software automation that helps you mimic human-like thinking and decision-making problems.

 

How does it do that? How does it learn? What the heck is it? Where is it? I’ve been using some AI stuff, the ChatGPT. Where is it? What is it? Is it one computer? How does this happen?

It’s algorithms behind the scenes. There are thousands of different algorithms and the way it learns is based on seeing examples in data. I’ve seen thousands of different patients with lung cancer and also thousands of different patients without lung cancer. By mining the patterns with patients with lung cancer and without lung cancer, I know what the underlying factors are that result in a patient having a high risk of lung cancer.

It learns based on the patterns that it sees from there. That’s why data is a very important piece of AI systems. It’s the same thing with ChatGPT. The reason it’s able to generate text that’s so accurate is that it’s seen all this data across the web. It’s putting together words and concepts that answer what you are looking for and generating that with a certain degree of certainty.

[bctt tweet=”AI learns based on the patterns that it sees from data. So that’s why data is an important piece of AI systems today.” username=”whyinstitute”]

It’s not 100% sure what it’s generating but it generates a probability along with the answers. That’s how it works. By looking at data and the different algorithms to learn from that data and what probabilities to compute, what mathematical functions to use and how to generate that data for you, the answers for you.

How does a computer learn?

In statistics, you try to fit a function to data. That’s what it’s trying to do but this function may not be linear. It might be something complex like it is in our brains. We don’t know how we arrive at certain answers but we get to the answer. That’s how it’s learning. It’s creating this internal complex function that helps it make predictions. That’s essentially what it’s doing.

If I gave it 2 plus 2 equals 4, where does it store that? How does it keep track of that? It is like saying, “2 plus 2 equals 4. I’m going to stick that over here. In case I ever get asked 2 plus 2 again, I’ll know where that is and I can spit out the answer.” It seems that somebody or something has to be orchestrating it in the background. Is that not true?

That is true but the thing that’s orchestrating it is the underlying computing unit. Mathematical operations are already supported by computers. Those basic operations like addition or multiplication are already supported. It uses the memory that the computer has to store information and retrieve its data. All that is already there. What AI brings to the table is how we use all these numbers in a way that will generate the answers for the end user. That’s where the function comes in. AI creates this complex function using all those numbers that computers can already generate and compute and spits out the answers for you.

It’s still confusing and I bet it’s still confusing to the people reading. I was a Computer Science major in college and I still don’t get it. Let’s go back to you. You got your PhD in AI. Where did you go from there?

As I was about to graduate in 2013, I was ready to become either a research scientist or an academic research professor but that’s the time that big data science AI started to take off in the industry. Instead of doing all the research stuff, I went on to solving industry problems. I worked at different companies like 3M and GitHub. I solved some of the AI problems at those companies. As I was doing that, I was also getting requests from other companies on a consulting basis to help them implement AI in their organizations.

That’s how I morphed into more being a consultant. I found that a lot more rewarding because I got to learn different domains and problems and I got to impact problems so there was less bureaucracy and politics. I got to work on the AI side of things. That interested me. In 2020, I said, “I’m not going to do employment anymore. I’m going to go full swing into consulting.” That’s how I wrote my book. That’s how I started speaking and a lot more consulting. I like it because it’s an intersection of what I am. It’s problem-solving AI and making the complex simple for the customers.

You said you went in and solved AI problems. What would be an example of an AI problem? I’m still struggling a little bit to understand. Since I’ve used some AI, I get what I can do with it but what would be an AI problem that a company would have?

A very common one is the recommendation systems that you see on Amazon. That’s essentially an AI problem. It understands your browsing history and what you like and then it makes recommendations on what you might buy. It could be books or electronics. It’s trying to understand the customer’s taste and predict what they may buy so it increases revenues for them. One of the problems I worked on was like that. Not in a monetary way but more for discovery and engagement. Its recommendations are to increase discovery and engagement. Another problem was trying to generate billing codes. Have you heard of the ICD-9 and ICD-10 billing codes?

No.

That’s how insurance bills get reimbursed by insurance companies through these codes but a medical coder has to read lots and lots of documentation to get to those codes. I developed AI systems to automatically generate those codes by looking at the data. The medical coder only has to verify, “This one looks right. This one doesn’t.” You’re improving their productivity. Those were the types of problems I worked on, the healthcare side, code side and recommendations. These were the problems.

Is AI something that’s already out there that anybody can use? How do you go about building something like that? If I were to hire you and say, “I want to figure out what people might want to buy on top of what they’ve already bought or purchased,” how do you solve that? How do you create that? What do you have to create?

There are different types of AI systems. There’s AI to understand natural language and images. There’s AI to make predictions. Self-driving cars use a branch of AI called computer vision to help them see where it’s going and how it’s moving. That’s how it avoids obstacles. It’s constantly processing images, detecting objects and making decisions. It depends on the problem. For most problems, we have the tools to solve them using AI but your problem may be very futuristic. You wanted it to think just like you. That type of AI is not there yet. Although ChatGPT seems like it’s there, it’s stringing together text that it already knows so it’s not thinking like you.

I probably already know the answer to this but does AI excite you or scare you?

AI excites me, especially from a business perspective. Businesses have barely scraped the surface of using AI within their business. There are a lot of opportunities for solving productivity-related problems, revenue-related issues or human error-related issues using AI. I see a lot of opportunities and that excites me. It doesn’t scare me at all because AI systems are not humans. We still need humans to do a lot of the other tasks. It’s going to make us more efficient and it’s going to be helpful but I don’t think it can do what we do as a whole.

[bctt tweet=”AI systems are not humans. We still need humans to do a lot of the other tasks. It’s going to make us more efficient.” username=”whyinstitute”]

When will it be able to do what we can do?

There is a prediction that it’s in 75 years but we’ll have to see.

When I started, I didn’t know much about ChatGPT and then I started to play with it. I was at this event and they were talking all about it. I’ve since shown it to some other friends and other people. The first thing I hear is, “That scares the heck out of me.” Everybody seems scared of it because maybe it’s unknown or maybe because of what it can do and whom it’s going to replace. It seems like it’s going to replace so many people.

Tools like ChatGPT have no regulation. People can use it in any way they want. They can use it for disinformation campaigns and plagiarize other people’s content. That’s the problem with ChatGPT. It’s open-ended so you can do anything with it. This is mainly scaring the marketers and people who are on the creative end.

It seems like you can get it to create slides for you. There are so many things it’ll do for you better than you can do it and for free.

Yes, free to a certain extent. You still need to pay for the API usage.

I fed into it an introduction to introduce somebody, “Make this more compelling.” In two seconds, it created something that might have taken me a couple of days to do and redo. It was very good. I was amazed at how good it was. I saw a guy give a whole speech and he started it with a poem. He told everybody that he had been learning poetry. Of course, he hadn’t been. He asked ChatGPT to create a poem for him. His whole presentation was using artificial intelligence. It was fascinating.

Marketers are afraid but they still need to add a layer to check the facts within whatever article it produces. Make sure it’s not plagiarizing content word for word. There are a lot of problems with text generation, I feel.

What do you see as some of the innovations that are coming in the near future? What are you seeing happening and maybe that you’re going to be even part of?

There’ll be more prompt-based automation where you give some text to specify in the form of audio. You say what you want to be done in a series of steps and the AI understands what you want and goes and does it like, “Schedule my newsletter, then create a short email that says something and then track the analytics.” That type of automation is on the horizon or might already be there but that’s going to help us as business owners and entrepreneurs.

It feels like the skill involved in being better than your competitors is going to go away because everyone’s going to have access to everything at the same level. There won’t be a way to determine who does what better because everyone’s going to have the same thing.

We all have access to the same tools. Where you are going to stand out is in how we deliver the service or maybe in the knowledge that we have.

We’ll then have robots in automation that will be delivering everything. That’ll be standardized. I guess it’s a good thing but it does take the human element out of it.

It depends on the type of automation. Even for marketing campaigns, you still need a human to oversee the ads that it generates and make sure the facts are correct. You still need a fact-checker and all those roles. Maybe we will transition from being writers to actual fact-checkers and proofreaders. It’s providing high-level guidance to these AI systems.

I remember reading an article where somebody said that when the telephone came out, there were so many people predicting the end of humans or the end of communication, the end of this or doomsday. Everything’s going to fall apart. It didn’t but that was all the predictors. You hear the same thing now about AI.

The nature of your job will change as a marketer or as an SEO person. Even a physician may be able to use ChatGPT to see what the available options treatment options are. The nature of your work will change.

I had a crazy thing happen to me where I was in the hospital for nine days. I can’t tell you how many times I saw the nurses and even the doctors googling my symptoms or what was going on or what we should do.

They’re already doing it. ChatGPT makes it easier.

The last question for you, Kavita. What’s the best piece of advice that you’ve ever been given or the best piece of advice that you’ve ever given?

“The impossible is often untried,” is something I learn from my dad. If you don’t try things, you’ll never know what’s possible, which is how I’ve lived my adult life. Even though people think I’m crazy, I’m quitting my job and doing consulting, I did it because I don’t know what I’ll miss if I don’t do it. Taking those unnatural parts has been rewarding to me.

BYW 41 | Opinosis Analysis
Opinosis Analysis: If you don’t try things, you’ll never know what’s possible.

 

I’m sure it was scary along the way.

It’s scary. It still is but I’m slowly learning how to navigate this whole entrepreneurship in combination with my technical skills. It’s a steep learning curve. If you’re willing to take the risk, the rewards are high.

What’s next on your path?

I feel like I’m still new in my consulting work so to grow that and do more corporate training at the executive level because that’s where the misunderstanding of what AI is and what it can and cannot do exists. Unless they understand AI and see where they can use it, their business is not going to get into AI the way they should. Unless I change my thinking at that level, I don’t think there’ll be enough progress. I have a big vision to change the thinking of executives when it comes to AI.

If there are people that are listening and want to get ahold of you, follow you and learn more about you, what’s the best way for them to connect with you?

They can visit my website to start to learn about what I do and how I do it and the things I talk about. You’ll also get three free chapters of my book on my website. My book is very high level so anyone can read it and get value from it. If you want to follow me on social media, I’m mostly there on LinkedIn. My website is KavitaGanesan.com and @KavitaGanesan is my handle.

Who would be your ideal client? Who would find the most value in connecting with you?

Data science, team leaders and IT leaders of technology. Those are the types of people I usually work with.

Kavita, thank you so much for being here with us in this episode. I thoroughly enjoyed it. I’m fascinated by AI. I am scared to death of it still probably but I do appreciate you being here to enlighten us with a little bit more about what it is.

Thank you so much, Gary.

It’s time for our new segment which is Guess Their Why. In this episode, I want to use the quarterback for the Cincinnati Bengals, Joe Burrow. Hopefully, you watch sports and you’ve seen that the quarterback for the Cincinnati Bengals who have had the worst team for many years has turned it around. Joe Burrow was a quarterback in college who was supposedly not good enough for his team. I think it was Ohio State.

He transferred to LSU and had what’s arguably the best college football season ever at LSU. He was then drafted into the NFL by the Cincinnati Bengals and he was the number one pick. That tells you how bad the Cincinnati Bengals were because the worst team gets to pick the best player. He turned a franchise that has been a perennial loser into a winning franchise. They were in the Super Bowl in 2022. They almost made the Super Bowl in 2023 and so much of that can go back to Joe Burrow and his ability to bring his team forward.

If I were to guess at his why, I would guess that his why is trust, to create relationships based upon trust, be the trusted source and be the one that others can count on. He’s the guy that everybody counts on and he loves that they count on him. He doesn’t necessarily look for the limelight but he gets it. If you see him on the sideline, he’s not the guy screaming and yelling at everybody’s face. He’s not the one that’s trying to say, “Look at me.” He’s not the one that beats his chest when he does something good. He just goes about his business and he’s very professional. He’s somebody that his team can count on and he’s very precise.

I believe that his why is to create relationships based upon trust. What do you think? If you know who Joe Burrow is, let me know what you think about his why. Thank you for reading. If you’ve not yet discovered your why, you can do so at WhyInstitute.com with the code, PODCAST50, and get it at half price. If you love the show, please don’t forget to subscribe below and leave a review or a rating on whatever platform you use. Thanks very much. I will see you next time.

 

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About Kavita Ganesan

BYW 41 | Opinosis AnalysisWith over 15+ years of experience managing and scaling AI initiatives at Fortune 500 companies such as 3M and Microsoft, as well as smaller businesses, I have developed strong expertise in helping organizations reach their automation goals. I’ve taken multiple AI projects from a fuzzy idea through planning and implementation, delivering meaningful outcomes for these organizations.

As an AI advisor and consultant, I work with senior leadership and execution teams to discover the best AI opportunities, strategize around their AI roadmap, develop a data strategy to enable AI and analytics, and oversee the implementation of AI initiatives. I also teach executives and managers about this fascinating world of AI and how to leverage and manage it for the best outcomes for their company.

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Podcast

Women In Leadership: A Need For A Greater Systemic Change With Belinda Clemmensen

BYW 40 | Women In Leadership

 

Do you find yourself feeling restless in the status quo? Do you have that urge to take things and make them better? If so, then you are like this episode’s guest. An ultimate innovator, Belinda Clemmensen is passionate about the potential positive change when women lead at scale. Having co-created Paddle to a Cure and founded The Women’s Leadership Intensive, she discovered the power in having women work together and doing things differently. In this conversation, she sits down with Dr. Gary Sanchez to share how her WHY of Better Way continues to motivate her work with the feminist movement. She dives deep into the systemic change that needs to happen to encourage more women in leadership roles, equipping us with data and insights on diversity, equality, and meritocracy in the workplace. Find out more about Belinda’s work and let it inspire and empower you to lead the change the world needs.

Watch the episode here

 

Listen to the podcast here


 

Women In Leadership: A Need For A Greater Systemic Change With Belinda Clemmensen

In this episode, we’re going to be talking about the Why of Better Way. If this is your why, then you are the ultimate innovator and you are constantly seeking better ways to do everything. You find yourself wanting to improve virtually anything by finding a way to make it better. You also desire to share your improvement with the world. You constantly ask yourself questions like, “What if we tried this differently? What if we did this another way? How can we make this better?”

You contribute to the world with better processes and better systems while operating under the motto, “I’m often pleased, but never satisfied.” You are excellent at associating, which means that you are adept at taking ideas or systems from one industry or discipline and applying them to another, always with the ultimate goal of improving something.

In this episode, I’ve got a great guest for you. Her name is Belinda Clemmensen. She co-created Paddle to A Cure in 2000. This women-led series of sea kayaking expeditions for people living with breast cancer taught her that there are different ways to build and lead organizations and that women working together do things differently. Many years later, Belinda founded The Women’s Leadership Intensive with the mission to inspire, empower, support, and equip women to lead the change the world needs. Now, she serves as CEO of the organization, a certified B corp.

These two formative experiences drew Belinda to work with women in leadership. Her passion is for the potential for positive change when women lead at scale. Belinda loves her work and feels honored to work and mentor amazing women who make a difference daily through their leadership. She has received the gold Canada Award for Excellence in Training and is a certified professional coach, training provider, and member of the International Coaching Federation. She is also a SheEO Activator and member of the Equal Futures Network and the Canadian Women’s Chamber of Commerce.

Belinda qualified as a finalist for the Canadian Association of Women Executives and Entrepreneurs Extraordinary Woman of the Year Award. She’s published articles in The Journal of Experiential Education, Adventure Kayak Magazine, and Kanawa Magazine, and was a finalist in the National Flare Magazine Volunteer Awards. She is a regular presenter at conferences around the world.

Belinda earned her Bachelor of Science in Biology from the University of Waterloo and her Master of Education in Workplace Learning and Change from the University of Toronto. Any place that takes her to the peace and beauty of nature is Belinda’s happy place, especially when she is in her sea kayak, backcountry camping, or learning to sail. Belinda lives in Ontario with her partner, Shane, and son, Gabe. Belinda, welcome to the show.

Thank you so much. It’s great to be here.

That was a mouthful. You got a lot going on there. Right now, you’re not in Ontario. Do you live outside of Ontario?

I live in Ontario but North is relative in Canada. I am in what’s called the Near North because there’s so much more North of me, but whenever you get North of that band that’s right by the Canada-US border, that’s where all our big cities are. I’m North of that in a little town called Huntsville, Ontario.

Where did you grow up? Take us back to what you were like when you were in high school or even before. What was your childhood like, Belinda?

I grew up in a very quiet, rural place. That’s where my love of nature came from right from the beginning and my love of peace and quiet. I grew up in a small town in Ontario and that worked for me when I was in elementary school for the most part. By the time I got to high school, I was looking for something bigger in my life.

Small-town high school for any of those in your audience who also grew up with a small-town high school, you either love it or it feels a bit like you’re in this small pond and you’re trying desperately to get out of it. That was me. High school for me was a time to rebel. It was a time to look at the systems and structures around me and ask a lot of questions and do a lot of pushing back on those things. I think that set me up pretty well.

For those that are listening, Belinda’s why is Better Way which we already talked about. Her how is to challenge the status quo, push the limits, and think differently. Ultimately, what Belinda brings is a way to contribute, add value, and have an impact on people’s lives. It sounds like you were already doing that when you were very young.

I think so. It’s interesting because having done my WHY.os felt a little bit like telling me back my life story.

You have a high school in a little town. What kinds of things were you into in high school?

I was into theatre and books. I was into anything that took me to the bigger world outside of my small town and my small high school. I was already a feminist in high school and a pretty strong-minded feminist at that. I remember co-writing a feminist magazine in high school with a good friend of mine who felt like the only other feminist in my school.

I’m sure that was not true, but it felt like it way back then. I was a fringe kid in high school and that suited me pretty well. I feel like I’ve always been a little on the margins. I am always questioning and pushing. As you said, it’s the better way. It’s the challenge and it’s the, “What can I do about it? How could I make this better?”

What got you into the feminist movement or consider yourself a feminist? What was that turning point for you?

It was my experience of seeing the differences between my own family and my own community. A big turning point for me was early in my career, I worked for Outward Bound Canada. I did a little bit of work in the US as well, but mostly in Canada. I’m a big believer in Outward Bound. I learned to be an amazing facilitator and expedition leader there. They do great work and the outdoors is a very interesting place to notice gender differences.

For example, we always had instructor pairing. There would be two instructors for any expedition that we were taking out on a canoe trip, a sea kayaking trip, or whatever it might be. Whenever there was a male-female co-instructor pairing, people would inevitably go to the male for all things technical, all things hard skills, and inevitably come to me as the female for all things relational, emotional, and facilitative.

I love both of those things. I love the facilitative conversational stuff, but I also like technical things. I like learning them. I like knowing how to fix things. I like knowing how to navigate and how to tie a knot. I find that fun and engaging too. I always felt in those situations that we had this gender binary and I was always put over here. It’s not that I needed to completely flip it, but I wanted to be the whole thing. I wanted to be able to be a whole person. The downside of the gender binary is it pushes us into these boxes that may not feel like us or it may not feel like the entirety of us.

[bctt tweet=”The downside of the gender binary is it pushes us into these boxes that may not feel like us or may not feel like the entirety of us.” username=”whyinstitute”]

Define for us what you mean by a feminist. What is a feminist?

I go back to a simple definition, which is a feminist is someone who believes in equal rights and opportunities for all people regardless of gender. We’re thinking now these days of gender as a spectrum, which is healthy. There are shifts that we’re making in our society. We’re moving away from the strictly binary, “You are masculine or feminine,” and saying, “There is a lot of gray area in between these things.” Feminism, although it’s a tricky word because it has a history, the way that I use it and the way that I like to work from it is believing that everybody deserves equal rights and opportunities. Right now, we don’t have that.

Outward Bound showed you that women could do just as much as men and shouldn’t be marginalized or put into the box of, “You’re just a relationship emotional gal and we’ll go to him for everything else.”

Yeah and vice versa. I’m assuming there are probably men who also got tired of only being asked technical questions and might want to have a relational question or be on the other side of it. I’m assuming that maybe there was a longing on both sides to be able to be more of a whole person.

How was that received in your high school?

Small town Ontario, I imagine, is a small town with lots of places. I couldn’t get out of there fast enough in terms of getting out into the bigger world and trying to meet new people. Also, expanding my worldview and wanting to travel. That was my response to it. I knew that I could not continue to learn and grow in that small-town context and a lot of people can, but for me, that wasn’t working.

We are off to college now. Where did you go to college again?

I went to do an undergrad at the University of Waterloo, which is a school in Ontario and stayed in a five-year co-op. I met lots of people. Co-op’s great for getting out and working. That was my next step in moving out into the world.

Did you do some education after that as well?

It’s interesting because I have a Science degree. I’ve never worked a day in science. It was through doing a Science degree that I learned that I probably didn’t want to be a scientist but it was still a good experience. Education, in and of itself, is so beneficial on so many levels but then I realized what I was interested in is more about human systems and human relationships and human dynamics.

That’s where I went in to do a Master’s degree in Workplace Learning and Change thinking that we spend so much of our time, our energy, and the contributions that we make in the world in our work that if I was going to start looking at, “How can we make things better,” that was the place that made sense to do it.

You got your degree there. What was your first job after that?

I worked all throughout my Master’s degree. I come from a history of business people. My dad’s got a construction management business and his dad had a concrete business. When I graduated from my undergrad, it didn’t occur to me to go get a real job. I started building my own facilitation and training company early on and did a lot of subcontracting work to get that off the ground. By the time I did my Master’s, I was looking more at, “What does a leadership development consulting or training firm look like? What would that mean?” That’s where I went from there with my business.

You first business was a leadership training. What was that called?

It was called Clemmensen Consulting. I chose the name so that I had the option to change my mind anytime about what I was doing. I keep it open and flexible.

How did that go for you? How did your first business work out or maybe you’re still doing that?

I’m not still doing it, but it worked out great for me. I love freedom. I love being able to do what I think is best fit at the time. Being a business owner allowed me to do that. I was young. I was in my twenties so I didn’t need to be making big bucks. I was happy to be having experiences and working with great people and great companies. I did that for quite a long time. There came a turning point as I got older where I started to look at that work and say, “I am supporting a system in the corporate world, in the capitalist society that we live in, that I’m not sure I fully believe in.”

That was a bit of a crisis because my business was doing fine and I loved doing the work that I was doing with the people that showed up in my spaces whether it was training programs or whatever but there was this doubt in the back of my mind saying, “Am I doing the right work? Am I helping these people to perpetuate systems that I don’t think are best or that I don’t think are working for a lot of people?”

It took me probably 3 or 4 years of going through a process of wondering and asking myself those questions and having a bit of a crisis to be honest about what am I doing with my life. I’m sure lots of people have that crisis around that point in their life too, in their late 40s. You start wondering, “What’s this all about? What’s the last third or hopefully half going to be like?”

That’s what led me back to my feminist roots and to start asking the question, “If I was going to support leaders, whom do I want them to be? What work do I want them to be doing in the world?” By then, we finally had some good research and data on not only the fact that our numbers are still low in terms of women in leadership, but also when we do have women in leadership, we see incredible benefits, not for women, but for businesses, for communities, and for societies.

All of these things started to line up to the point where I shifted my focus and changed my business to The Women’s Leadership Intensive. That’s where we come in with this mission to inspire, empower, support, and equip women to lead the change the world needs. There you’ve got your better way and you’ve got your challenge and your contribution and they all line up again.

What you said was you didn’t believe in the system that you were in. What do you mean by that? Give us an example.

Even without doing research, I could tell that some people were being promoted over other people. It seemed like some people were being heard at the table and other people were not. I’d look at executive teams and I still do this to this day whenever I’m looking at an organization that I might want to work with. I look at, “What does your executive team look like?”

If that executive team all looks the same, which almost all of them still do, then we know we’ve got a diversity problem. Diversity problems are not accidental. Systems are designed to maintain and uphold what we know as those norms. We can design those systems differently. We can design them better so that they are more inclusive but we have a lot of work to do to get there.

When did you start The Women’s Leadership Intensive?

That was probably 2018.

What’s the purpose of The Women’s Leadership Intensive?

It’s to support women in their leadership development for a couple of reasons. One, so that they are ready to level up in their career. They’re ready to take on the next leadership role. Another is for development in place. How can you have more influence in the role that you’re in because some people aren’t looking to be promoted? They love what they do, but they want to be able to do it with more influence and scope.

Regardless of where you go with that leadership development, one of our core ways of working with people is it’s about leading as you. It is not necessarily emulating the leadership styles or the approaches that you’ve seen in the past, because frankly, those are already outdated even though they’re still everywhere. It’s about figuring out what matters to you, what are your values, and what feels purposeful and meaningful to you as a leader. What conversations do you want to be having?

It’s this idea that if you are in a leadership role, let’s say 50% of your job is the functional stuff. Maybe you’re a finance person, maybe you’re in sales, or maybe you’re in operations. That’s great. In a leadership role, I call that half of your job. The other half of your job is leading people. It’s having hard conversations and vision. It’s understanding the context of the world around us. Also, knowing that, “We don’t exist in a world anymore where we can ignore things like diversity and inclusion or sustainability.” Even if that’s not part of your job, if you’re a leader, it’s part of your job.

I have two daughters and this is interesting for me as well. I have a lot of women on our team here, also. What have you found makes a great leader?

The willingness to know yourself first. Understand your own life experiences and be reflective. The skill of reflection. Can you look back and understand your own life experiences? Can you understand your own privilege?

What do you mean by understanding your own privilege?

We have a bit of a myth of how everyone is self-made or there’s a myth of meritocracy that the best person rises to the top and that’s why they’ve got the job. There has been some interesting research that’s debunked the idea that a lot of the people who have those positions or those roles also have a lot of other things like resources for White skin or they happen to be men or even their name can be predictive of where somebody might end up in a certain organization.

It’s not to say we should necessarily feel bad about that, but it’s to understand that it exists. My starting point to go somewhere is different from yours. It is different from somebody else’s. It’s the idea of that intersectionality. What are the factors where we have privilege in our lives? What are the places where we are marginalized in our lives and start to understand our own picture so that we then have space to understand that others’ pictures are very different from ours?

I can see how this could all become pretty controversial.

This is the leadership courage of the future, which is being willing to have those kinds of conversations.

It’s hard to tell how much of it is true. When I look at my own friends, my own friend group, my father was a dentist, we had all the advantages that you could have. My brothers and sisters have done well but if I look at most of my friends that have done well, most of them came from nothing. They came from working their butts off. Even some of my friends that are doing well now are wondering about their own kids. “Should I not give them what I could give them and have them struggle?” It’s because it seems like the people that had to struggle have risen to the top and the ones that had everything given to them are not at the top. What’s the truth?

It’s this interesting interplay between individual experience and then themes and trends when we look at bigger population groups. Anything that I say in general, there’s going to be individual exceptions to that. Generalities are inherently inaccurate. However, when we look at bigger themes and populations, let’s say, women in leadership, we can look at data that will tell us that Fortune 500 CEOs hit 10% women in 2023. There have never been more than 10% of CEOs of Fortune 500 companies who were women.

We can look at that and say, “We have a disparity here between these two groups of people when we look at it at the population level or those big group levels and CEOs of Fortune 500 companies is only one metric but it’s an interesting metric because those are people who have a lot of impact and influence in the world. It’s interesting to say, “Who’s setting the tone for business culture in North America?”

It’s not women or not at scale. We start to say, “Are there individual women who are being incredibly successful in business?” There are and both are true. It’s not either/or. It’s both. There are individuals who struggled and that’s what made them great. Other individuals had an easier path and that’s what got them to be great because they had all the resources and they were able to use those resources. Both are true.

BYW 40 | Women In Leadership
Women In Leadership: There are individuals who struggled and that’s what made them great. Other individuals had an easier path and that’s what got them to be great because they had all the resources, and they were able to use those resources. Both are true.

 

One of the things that come out for me is looking at the gap versus the gain. You said there are 10% women CEOs in the Fortune 500. What was it several years ago?

Something I talk about in the book a lot is the idea of things getting better and they’re still bad. We want to look at both of those things. We want to look at the progress made and we also want to look at how big is the gap left to go. Again, it is not an either/or, but if we look at progress made, two thumbs up across the board. There are more women CEOs in Fortune 500 now and if there’s a graph that will show that curve and it’s going in the right direction.

This is true almost everywhere. We see some drops in the data where it says, “We had a bad year or we were on a trajectory where we were seeing this progress towards equality and equity, but then something happened and it dipped down.” It’s looking at both. It’s saying, “The trajectory is going in the right direction. That’s progress. That’s the gains,” and the gap is still 40%. That needs to be made up. If we’re going to get to 50/50, women are past 50% of the population and 48% of the workforce.

Is the goal then to have 50/50?

It would be an interesting experiment. We’ve never done it. I would love to see what happens.

What is the goal of feminism? What is a feminist trying to accomplish?

I can’t answer that question for all feminists, but I can certainly answer it for myself. There are two things. Certainly, we want to get to equality, which is where we get the same thing. That would be the 50/50 idea. We’re going on the Fortune 500 CEO things because we’ve got the numbers, but it’d be cool to see 50% of those CEOs be women and see what changes. We know that there’s good research that shows that things do change when we have women in leadership so it’d be cool to see what happens.

That’s the equality piece of getting there but the other interesting thing is when we look at the workplace, for example, it wasn’t built for women’s lives. It’s because women weren’t there in the past when the workplaces were set up and things we’re moving towards parental leaves and acknowledgment that all workers are potential parents in the workplace as well as workers in the workplace. However, in the past, that certainly has been on the shoulders of women.

How can we also create different kinds of systems that take into account different kinds of people’s lives? Now if women are 48% of the workforce, what needs to change about workplaces to make them friendlier as a culture to women and women’s lives? Childcare is an easy one to look at because we can see the impact that a lack of parental leaves has on women’s careers particularly.

Should a leader of a business or an organization have the ability to pick whoM they want as the successor, or should it be dictated to them that they have to pick a woman?

The ability to choose for yourself is important and makes it even more imperative that you do the work to understand your own bias. Interestingly, in this research about the myth of meritocracy, what they found was that the more people believe in meritocracy, the more likely they are to demonstrate bias in hiring.

[bctt tweet=”The ability to choose for yourself is important and makes it even more imperative that you do the work to understand your own bias.” username=”whyinstitute”]

What is meritocracy?

Meritocracy is the idea that you got there because of your merit alone and because you’re the best person for the job. It’s not because your skin is White, because you’re a man, or because you had the right connections or were introduced to the right people.

It makes it sound like having a White skin color, having a family that’s done well in the past, working hard, having the right school systems, and working your butt off is a bad thing.

Not at all.

How can somebody reading this not believe that based on what they’re hearing right now? How would they not believe that?

It’s not about feeling bad about it or thinking that it is a bad thing. It’s understanding that your starting point’s a little different than somebody else’s or it’s understanding that we tend to hire people who are like us or look like us. That’s well-documented. It takes intention for us to go, “Why do I think that candidate who looks more like me and behaves more like me is the best person? Is it because they are or is it because it’s so familiar to me? It feels right. Can I challenge myself to say, ‘I want someone beside me or with me who is very different, who doesn’t look the same, think the same, and hasn’t lived the same kind of life?’”

Again, I don’t want people to feel bad and it’s not helpful or constructive for us to feel bad about being White or about having had resources in our lives. What’s much more constructive is to be able to say, “I recognize the difference though. I see it in myself.” To be able to go, “Because of that I see the world this way.” It’s important for this day’s leaders to expand that view significantly and say, “How are other people seeing this world? How can we ask that? How can we find that out?” If people around us all look like us, it’s hard to get that information.

I could see that. I have a friend who writes a weekly email newsletter in the finance world. He’s one of the world’s leading economists. I went to an event at his house and it was amazing the diversity in that group. It was just crazy. Every possible walk of life you could imagine was there, even his own kids. He has seven kids. 2 are biological and 5 are adopted by 5 different races.

I asked him one time, I said, “Why do you have such diversity in your group here?” I’ve never seen something like that. He said, “If all I do is look at the world through my own eyes and I don’t get the perspective of everybody else around me, then I don’t know what’s going on. I can’t write or talk about it because all I know is what I know. My job is to tell the world what’s going on, but I can only see it through my eyes if those are the only ones I use.”

If we scale that out a little bit, if all the other people who are telling the world how things look the same way and have that similar life path, then we’re going to get one slice of the story unless we have people like your friend who’s working intentionally to expand the viewpoint, expand the perspective, and have it be a lot richer, diverse, and inclusive of all kinds of threads in this story.

BYW 40 | Women In Leadership
Women In Leadership: If all the other people who are telling the world how things look the same way and have that similar life path, then we’re going to get one slice of the story.

 

I can see it being challenging to get people to even care about what you’re saying because if I’m in a leadership role, it’s worked great. I got a great business. I got great things going on. I’m living the life that I want to live. I don’t care what you have to say. I don’t care about diversity. I don’t care about all the stuff. It doesn’t matter to me because I already know what works. This works. What you are telling me is, “Let’s see what happens.” I’m not willing to go to a, “Let’s see what happens.” I want to know, “This already works. I know it has for generations. Why do I want that?” I don’t.

It works for some people much better than others. I’m certainly seeing a movement here in younger generations coming into the workforce in a lot of the industries that I work in where they are starting to say, “If there’s not real diversity, equity, and inclusion work happening in an organization, I don’t want to work there. If they don’t care about sustainability and it’s only about profit, I don’t want to work there.”

The rubber will start to hit the road as the workforce changes and puts pressure on organizations and other stakeholders start to put pressure on organizations, which is already happening. It’s happening through policy. It’s happening through the court of public opinion. I do think the pressures are there for courageous progressive leaders to be able to start looking at the context and the culture that surrounds us and say, “What’s happening here? What do people care about? What do I need to do differently to not be the leader now, but be the leader tomorrow?”

Tell me the downside to feminism. I want to give you an example. In one of my daughter’s schools that she went to, they hired this diversity expert. There was no diversity in the school. There wasn’t any diversity in the whole area and they made it up. They had to create diversity and it turned such a great school into not a very good school. It had a lot of hate after a while. The whole thing turned negative. I know that wasn’t the intent, but it did go south and it did go sour. I’ve seen that happen as well. What are some of the downsides to that movement?

One thing that I struggle with all the time is, “How do we have these conversations and not be pointing fingers at each other and blaming and creating further positionality?” It’s because I don’t think that’s helpful. If we’re not all on board with doing this together, it’s hard to get anywhere fast. Creating a gender-equitable world is going to take women and men working together who both want it. Both see that there are benefits for all of us and for our children in a world that is more gender-balanced and more equal.

[bctt tweet=”Creating a gender balance, a gender-equitable world, is going to take women and men working together who both want it.” username=”whyinstitute”]

The same is true for anti-racism work. That work needs to be done together. If we have a bunch of people who are feeling like they’re on sides and they’re positional and they can’t talk to each other, that’s a problem. Hopefully, as we’re learning how to have these difficult conversations about things like gender, race, social class, and wealth, I hope that we’re getting more skilled at it.

A lot of people will say, “We got to call out people who are doing things wrong. I always think of it as, “How do we call people in to have conversations, even if they’re hard conversations?” The idea that we won’t be uncomfortable is not a thing anymore. We’re going to have to be uncomfortable but again, isn’t that part of leadership being willing to be uncomfortable?

It’s an interesting path you’re on. I’m sure it’s had not been without challenges and won’t continue to be with challenges. You’re trying to challenge the status quo to find a better way so people can have a bigger impact.

It’s not the path of least resistance, that’s for sure and I recognize that. I feel it.

How do your husband and son feel about your path?

My husband is an amazing feminist and ally. He’s a high school shop teacher. He teaches construction and woodworking. He’s been a huge advocate for getting girls into skilled trades, and for having girls-only construction classes. He’s 100% on board and it’s great. We get to have these conversations together. We’re learning about it together. Neither one of us is perfect. We make mistakes. We make each other mad but it’s been a pretty cool journey together. My son is a younger generation. They talk about this stuff in ways that we did not when we were kids.

You brought something up right there that I would guess some of the other readers picked up on. You said girls-only. How do girls-only fit in with inclusion?

It’s a great question. I’m so glad you asked that. In certain spaces, you are used to being a minority if you’re one of the few. That could be an executive team. Maybe you’re the only woman or there are only 2 women on a team of 12, which happens a lot. That’s the stats right now. You’re usually 1 or 2 on an executive team or if you’re in an industry like mining or skilled trades, which is a male-dominated space, you’re probably the only woman on the crew.

In those kinds of environments, it is helpful to have some women-only spaces because it takes away the work of being the only one. Imagine you’re the only woman on a construction crew. You’re the only woman at the executive table. I’m telling you, it’s extra work to be that only. Maybe you’re the only person of color, maybe you’re the only LGBTQ+ person. Whatever it is being an only is a lot of work or one of the minority.

BYW 40 | Women In Leadership
Women In Leadership: In those kinds of environments, it is helpful to have some women-only spaces because it takes away the work of being the only one.

 

It’s helpful in those situations to have some, in this case, women-only or girls-only spaces because in that case, you don’t have to do that extra work. It’s like the first story I told about working with a male co-instructor on a sea kayaking expedition. When I’m working with women on a sea kayaking expedition, it takes the whole gender binary dynamic out of it for a little while. I don’t have to worry about it.

The same might be true of men-only spaces. I don’t know because I haven’t been in them, but I’ve certainly seen that magic happen in women-only spaces, whether that’s leadership development, skilled trades, or whatever the environment might be. There are lots of places we don’t need that, but there are some places I think we still do.

How do you feel about men-only groups? They’re frowned on right now. If you have a men-only club, it’s frowned on. If you have a men-only golf club, they are frowned on. If you have a men-only business group, it’s f frowned on. “I want to join.” How do you balance that if it’s supposed to be inclusive? I want to take a second to thank you for answering all these challenging questions because I’ve never had an opportunity to ask these kinds of questions and get answers without all kinds of emotion involved.

It’s so good. I am not saying we don’t need men-only spaces. We need a healthy men-only space where men can be whole human beings including emotions and the whole picture. I don’t know if all men’s spaces are like that. They’re probably a mix. Some are, and some aren’t. The difference is when it is the socially dominant group.

If it’s a men-only space in a society that is male-dominated, which we have now. We still have a more patriarchal male-dominated society, it’s a little different because you have a different goal with your men-only group than you do with your women-only group. The women-only group is trying to move from a marginalized position to be able to be one of many. That’s not the case with men-only groups.

This could also be true of a lot of the people that I work with who are doing anti-racism work. They say, “We need spaces for people of color to gather or we don’t have to explain anything to anybody. We don’t have to explain it to people who have never had that experience. We can talk to each other and it takes some of the weight and some of the pressure off.” Whereas, if we were to say the same thing, “Let’s have White-only spaces,” it would be perceived very differently. It depends on which end of the dominant marginalized spectrum you’re on and what you need from that space.

It’s interesting because you are only looking at it from one perspective, which is the minority perspective but you’re not looking at it from the majority perspective. Let’s say the men’s club, the executive group has 1 woman or 2 women in it. It’s not easy for them either. It’s not easy to have a woman in the group because the dynamics change. An all-guys group is totally different than you throw a couple of women in there. They’ve got to deal with that too. It’s a one-sided affair.

That’s where it’s good to come back to things like human rights law or policy or things like that where we can say, “What’s reasonable here?” It’s reasonable to say that in a business setting, we potentially could have an equal number of men and women in leadership roles or that we would have representative people of color in leadership roles.

In an ideal world, would you say, “It’s 50/50 men to women, so we need to have 50% in leadership, men to women?” I don’t know all the percentages of Black and Asians. Let’s say it’s 30% Black. Now, 30% has to be Black. Do you believe that life should be fair?

It’s a goal. It’s idealistic. I grant you that but I do think it’s an interesting shift in perspective when we start to think about it that way. Why not? What are the arguments not, and I know that there’s some upskilling that might need to happen for people who haven’t had those roles in the past? There’s also some great research that’s showing that this idea that we don’t have enough qualified women or we don’t have enough qualified people of color is being debunked too.

How is that different than a socialistic view? Why would I work hard to get to the top when it’s supposed to be fair and I’m not supposed to be able to get to the top if I’m at the top, then it’s not fair? Maybe I started at a different level and I got here because of my skin color, my parents, or whatever. Why would I bother to work hard?

You’re asking a question that, for example, women and people of color, and other marginalized groups have probably been asking themselves for a long time but they haven’t, though.

They have.

Not at scale.

It won’t ever be at scale.

I don’t know. I am still idealistic enough to hope that it will. I don’t see why it shouldn’t. I don’t see why. If we’re going to use gender math, which is easy math because it’s 50/50. I don’t see a reason why we wouldn’t aspire to have 50% of all leadership roles be women. There are great benefits to it. There are tons of research behind it.

Can you see how confusing what you are saying could be to somebody? It’s because we go round and round. “We got binary, but we don’t want binary. It’s 50/50, but we don’t want to use 50/50 because we don’t want to say there are men and women. We want to say there’s a spectrum of gender. We want to talk 50/50 when it’s to our advantage, but we don’t want to talk 50/50 when it’s not to our advantage to talk that way. We want to talk spectrum.

We still live in a gender-binary society fundamentally. I don’t want to, but I feel like we got to work with what we’ve got. We fundamentally live in a gender-binary society. There’s no way we’ll achieve gender equity unless we level set that and say, “Here’s the gender binary that is inherent everywhere in our society.”

It’s not. You don’t want it that way.

No, I don’t want it to be that way. What I would like is for this is going to happen in steps. First, we can start talking about ideas of equality and equity, and say, “Given that the gender binary is not dissolving anytime soon.” We’re making some interesting movements on the gender binary with things like non-binary trends. We’re starting to pick away at the gender binary, but it’s still alive and well. Working with what we have, which right now is a pretty deep gender binary in everything in our world, let’s move towards equality in that. On the road there, let’s also question the ideas of how binary we need to be. It’s complicated.

It’s very complicated and confusing. I don’t even know what to think about it, but it’s out there and it’s a mission that you have. I think it’s going to continue. Last question for you. What’s the best piece of advice that you’ve ever given or the best piece of advice you’ve ever been given?

The best piece of advice I was ever given was given to me by my mom who’s not an advice giver. This was a rare event and I was struggling to decide what to do next as a young person. She said, “Just do something right. Take a step and then you’ll take another step and you’ll take another step. Nothing is irrevocable. You can change your mind. Just start doing things and see and learn that way.” That stuck with me. We can’t get paralyzed by these things. We got to take a step. It won’t be perfect. That’s okay. Take a step.

[bctt tweet=”Just do something right. Take a step, and then you’ll take another and another. Nothing is irrevocable. You can change your mind. Just start doing things and see and learn that way.” username=”whyinstitute”]

You can’t steer a parked car, right?

That’s right.

Thank you so much, Belinda, for being here and coming to the show. I thoroughly enjoyed our conversation and I love how open you are to talk about everything. You can ask anything and we’ve been able to have a conversation without emotion and drama.

I so appreciated it too. Thank you so much.

If people are interested in what you are doing, what would be the best way for them to get in touch with you?

They can go to the website, WomensLeadershipIntensive.ca because we’re up in Canada and probably the best entry point is there’s a book page there. We’ve published a book about women in leadership and that’s probably a great place to start to get to know the work that we’re doing around women in leadership.

Thank you so much for being here.

Thank you.

It is time for our last segment, which is Guess Their Why. For this week, I want to use Tom Cruise. What do you think Tom Cruise’s why is? He’s part of Scientology and has been in lots of movies. He had a big blockbuster come out again with Top Gun. He’s been in so many different movies even when he was a kid. I’ll tell you what I think it is. I think his why is the same as our guest in this episode which is a better way. I think he’s always looking for a better way. He sees Scientology as a better way and that’s what I’m guessing. I wish I knew.

If you know Tom Cruise, connect me with him and we’ll find out but that’s what I’m guessing Tom Cruise’s why is. Let me know what you think and thank you so much for reading. If you have not yet discovered your why or WHY.os, you could do so at WhyInstitute.com. You can use the code PODCAST50. If you love the show, please don’t forget to subscribe below. Leave us a review on whatever platform you’re using so that we can bring this to more people. I will see you next week. Have a great week.

 

Important Links

 

About Belinda Clemmensen

BYW 40 | Women In LeadershipI help leaders dig into your own leadership potential, learn from other ground-breaking leaders, and gain the confidence to show up as the leader you want to be.

Today’s workforce has changed and traditional leadership models no longer fit. Most of what we’ve been taught about leadership is based on a reality that no longer exists and certainly doesn’t represent the future of leadership.

At Women’s Leadership Intensive we provide leadership development programs BY women, FOR women. Our mission is to inspire, empower, support and equip women to lead the change the world needs.

At Leader Coach Intensive we provide ICF accredited coach certification training for leaders in business and organizations. Our program is built on a set of values that has humanness at the core, while strongly anchoring in a practical application to business.

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Podcast

Finding A Better Way: How To Change The World And Your Life With What You Know And Want With Dr. Angela Mulrooney

BYW 39 | Better Way

 

Dr. Angela Mulrooney is a global speaker, best-selling author, and personal branding expert. But before all that, she used to be an incredibly shy girl with such perfectionist standards. Although she aced the game of professional and academic achievements, her personal life had a hole she can’t seem to fill. That is what made her say enough is enough, and that it was time to find a better way. Joining Dr. Gary Sanchez, Dr. Mulrooney shares her personal journey and how her WHY of better way made her the strong, successful, fulfilled, and happy woman she is today. She also touches on how media platforms can be used to drive sales in clarifying your message and driving sales. Continuing her work with thought leaders and brand archetypes, Dr. Mulrooney shares how one can change the world with what they know.

Watch the episode here

Listen to the podcast here


 

Finding A Better Way: How To Change The World And Your Life With What You Know And Want With Dr. Angela Mulrooney

We are going to be talking about the Why of Better Way to find a better way and share it. If this is your why, you are someone who is the ultimate innovator. You are constantly seeking better ways to do everything. You find yourself wanting to improve virtually anything by finding a way to make it better. You also desire to share your improvement with the world.

You constantly ask yourself questions like, “What if we tried this differently? What if we did this another way? How can we make this better?” You contribute to the world with better processes and systems while operating under the motto, “I’m often pleased but never satisfied.” You are excellent at associating, which means you are adept at taking ideas or systems from one industry or discipline and applying them to another always with the ultimate goal of improving something.

I have got a great guest for you. Her name is Dr. Angela Mulrooney, and I met her several years ago. She was a dentist and is now a global speaker, bestselling author, and personal branding expert. She works with thought leaders around the world to clarify their message through their brand archetype while using various media platforms like LinkedIn, podcasts, and the stage to drive sales, so these experts can change the world with what they know. Angela, welcome to the show.

Thanks for having me. It’s nice to be back.

In total transparency, Angela and I have already done this interview and I forgot to hit record. Those of you that have your own show are probably smiling and laughing and thinking, “I have done that too.” This is round two. Angela, let’s go back to your life because what I mentioned was you were a dentist. Let’s go back even before that. What were you like in high school, and where did you go to high school?

I went to high school in Regina, Saskatchewan. For me, high school was torture because I was shy and an achiever. I’d win these awards and then that would draw a whole bunch of attention to me and people would steal my exam paper when we got our marks back to see if I was still top in the class. I hated it. I wanted to achieve what I want to achieve for me and then go do my own thing. I wasn’t trying to draw attention to myself. I want to be a wildflower and blend in with the scenery.

Let’s talk about that for a minute. For those of you that are reading, if you saw Angela on camera, you would not think that she’s shy based on how she’s dressed and what she does. She’s not shy now. Back then, why do you think you were so shy?

It was partly the way that I was raised in my family. I could never do anything right. I was always really self-conscious about what I was doing and achieving in school made me feel confident but anything outside of that, there was a separation between the academic and the personal Angela. Personal Angela was really shy, and academics was a killer. “You were going to get my way, I was going to take you down.”

There was this dichotomy in me and that lack of confidence made me very perfectionist. It made me always strive to get to the top of everything and I didn’t know how to do that. In my personal life, that’s always been a lack. I have always been good at figuring out the game of achievement, but personally, there are not those goalposts that you have compared to academic and professional ones, for sure.

BYW 39 | Better Way
Better Way: Sometimes, you can be good at figuring out the game of professional or academic achievement, but those are not really the goalposts you have personally.

 

In high school, did you look older or younger than the other kids?

I looked younger.

Did that have anything to do with it by chance or not?

I don’t think so. Part of it was my hair. I have pretty easy curly hair and at that point, I didn’t know but to brush it. I was always a fuzzball. I was well-dressed because I worked on the weekends at the RCMP museum, so I had to be dressed nicely and took my work clothes and wore them to school. I stood out a little bit that way. People knew that I was shy, so I had a target on my back because there were people who wanted to tease me to bring me out of myself, and then there were the ones who wanted to tease me to put me in my place.

The funny thing is when I would run into bullies or anything, if I saw a kid being bullied, I would step in and the stuff that would come out of my mouth was surprising to people because I didn’t talk. If there was a situation that needed to be diffused, I would step in and defuse the bomb even if it meant that I had put myself in harm’s way, and sometimes it turned out badly for me. There was a laugh because you turned into this yelly, little smurf that came out of nowhere that no one was expecting so that I could overcome it to protect someone else, but I had problems overcoming it for me.

You graduate from high school and off to college. Where did you go to college?

University of Saskatchewan in Saskatoon.

You are up in Canada, right?

I am, yes. For a couple more months and then I’m headed back to Nicaragua.

What was college like for you? What was that experience like?

As brutal. Still shy and a killer when it came to competitive stuff, but generally, pretty shy. I started ballroom dancing in my first year of university because that’s what the biggest social club on campus was. There were 1,500 members, which was the biggest ballroom dancing club in North America. I joined that and after the first year they asked me to become a teacher, and I’m like, “I’m trying to get into dental school, don’t distract me.” After the second year, I was like, “Please distract me. The dental school’s going to be brutal.” I started teaching for the club star performing, and then I turned pro as a dancer at 24 when I graduated from dental school.

Graduating from college then off to dental school. Where’d you go to dental school?

It’s the same place. I did two years of undergrad. We were still allowed to do that back then, so I got in after two years and finished my Dental degree at 24.

What was dental school like for you?

Still torture.

You were still the shy kid that studied hard, got good grades, and was serious about what you were doing?

Yes. There were some people in dental school that they got in and were like, “I have made it.” I was trying to get scholarships, so I studied really hard. I had good boundaries with people like, “Don’t call me after 8:00, I might be asleep.” I wanted to consume as much information as possible so that when I got out of dental school I could be an amazing dentist. I didn’t want to learn so much on the job. I’m like, “I’m here to learn. I’m here to get as many scholarships as I possibly can and then be able to be amazing when I’m out.”

You graduate from dental school and become a professional ballroom dancer. Tell us about your practice or what it was like getting into dentistry for you.

I decided to tell the people I was applying for jobs with that. I loved pediatric dentistry because with kids I didn’t have to have these uncomfortable adult conversations. I could tell them stories about the different colored sugar bugs that I have removed from their teeth. I could explain to the parents very briefly what had happened. The adults would go away, and I’d be back to my next kid. I did that for the first four and a half years of practice. I stuck to children.

Does anybody like pediatric dentistry or did you like it? Let me put it that way because as a dentist myself, I know that is not what I like to do.

Yeah. I did like it and in any position I applied for, I did treat adults as well, but when you are the one who wants to work with the kids, you get the job in every practice because no one wants to work with kids.

You were a pediatric dentist for four and a half years, and then what happened?

I then decided it was time to level up, and I wasn’t sure what that was going to look like. I plateaued. I’m like, “I either need to go and specialize in pediatric dentistry or something else has to change.” When you make your mind up that something needs to change, oftentimes, the perfect thing presents itself. I ran into one of my old bosses because I had done pediatric dentistry for his practice and he was like, “Do you want to pick up an associateship?” I’m like, “Sure, why not?”

He was working full-time replacing this 78-year-old dentist and I was 28. I was supposed to take two days off of his hands. By the end of the weekend, after I talked to him, he was like, “I don’t like doing dentistry. You know this, why don’t you take the whole associateship?” I went from expecting to work a couple of days to working full-time there and replacing him and this ailing dentist in the practice.

How old was he?

The dentist who owned the practice was 78. There was a five-decade difference between us.

What happened after that? You are now the person doing the dentistry for a practice that was meant for two dentists?

One dentist.

It was meant for one, and then what happened from there?

The dentist was in the hospital dying of cancer, and they’d had a few different locums coming in. There’d been a few other people who wanted to buy the practice and that was his life. That’s why he was still practicing at 78. He didn’t want to sell it. I walked in there and the carpet was black from years of cigarette smoking and dirt because it had never been cleaned.

When we finally did seven rounds of removing, doing the water removal, then it was beige. This was a broken-down aged practice. Every day that I walked in there, I could see potential everywhere. The view from the practice was amazing. It was the best view in Calgary. I decided that, “Maybe this was my level-up chance.” I went to the hospital and talked to the dentist.

I had heard from his old team that he had sworn he would never sell to a woman. I go in there and I’m like, “I have heard what you have said, and I happen to be a woman, so do you want to sell it to me?” He was a potty mouth and this bigger-than-life kind of personality. I was still a shy person at that time. He said, “I have heard amazing things from the patients. They like you.” His patients were going to see him in the hospital, so they heard.

They had taken the word to him that things were working out well with me, so he decided to sell it to me. He ended up passing away halfway through the deal and then his son tried to sell it out from underneath me. There was all this weird chaos that happened with this practice, but in the end, it turned out to be one of the best things I had ever done as a dentist.

You buy this old practice probably old everything, old equipment, and I’m assuming you did not keep it old?

No, it took me three months. I lasted three months with the old equipment, and then I shut the practice down. In three weeks, I found a contractor, and he renovated the whole practice in three weeks, which to do a practice that fast is unheard of. Everyone’s like, “You are going to be down for two months.” I’m like, “No. He promised me three weeks.” He kept his word, and I went in and helped. We got it done.

We turned it from this broken-down practice to this beautiful high-end, high-tech practice. From there, it started attracting different kinds of patients. I leveled up my skillset as well because a lot of the patients were broken down because he couldn’t see properly. His assistant did her best to be like, “Maybe you should go a little bit more to the distal.” Some days he would listen, some days he wouldn’t.

When I would show patients their X-rays, they could see the big black thing underneath their bright white filling. They knew that I wasn’t lying about it, and they often commented. I have never seen someone so excited about teeth. They knew that I was invested in their care. They knew I was doing a good job and wanted to make sure that they were taken care of. That helped with getting them onboard with higher level care.

At this time, what were you like as far as that shy little girl?

Still shy, but I also realized that I had big boots to fill with his personality. I made a deal with myself that I was going to learn how to communicate, and I would sit in my operator’s chair across from my patient and my leg would be shaking. I’d be holding myself onto the chair, making myself stay and talk to the patient because they were used to so much personality in the practice that I knew my technical skills would take me so far, but I needed that charisma as well-built. I forced myself to learn it.

What was that like for you? That had to be terrifying, and then how long did it take you? You then went through a transformation.

It was torture. I hated it every day until I stopped hating it. It’s learning anything new. You are a fish out of the water until it starts to become second nature. That is what allowed me to start doing the higher-level treatment that I did. I went and finished the Kois program in thirteen months. I did my IV station. I did my implants. I did sleep apnea, and suddenly, I had people accepting $40,000 to $60,000 treatment plans on the first meeting with me.

[bctt tweet=”When you’re learning something new, it feels like you’re a fish out of water until it starts to become second nature.” username=”whyinstitute”]

I started sending out referral pads because nobody likes to deal with people who are scared of the dentist. This practice was full of people who were scared of the dentist, which is the same as working with little kids except they are bigger and say way meaner things to you. I started getting referrals from all over the city from dentists who were 20 or 30 years older than me and who didn’t realize I was that young because they weren’t creeping on the internet as we do now. I started building a referral-based practice.

Again, if you are not able to see Angela, you would expect from what we are talking about that she’d be wearing scrubs or being very conservative, and you are not. When did that happen?

That started to happen closer to the end of when my career finished. I started to not care. I saw cool haircuts, and I have got this crazy curly hair. It’s beautiful corkscrews, but when it’s all there it’s like a lion’s mane. I decided to go and get it shaved on both sides. I had this curly Mohawk and didn’t look like I was supposed to look. Patients used to come up and rub the side of my head and be like, “Cool hair, doc.”

It’s because the patients started to be playful with me, it allowed me to be more playful with myself and stop letting that perfectionism happen. I stop worrying about what people were thinking about me because they didn’t care. They were thinking about themselves but I was so caught up in trying to be great and be a professional. Once I let my hair down, it started to change everything.

You went from being a very shy or maybe reserved dentist. Give us a description of what you transformed into.

I started to transform into someone who didn’t care and did not take things seriously. The biggest transition point for that was after I got injured and lost my ability to practice overnight. That was life-altering because six months after that happened, I was on bankruptcy’s doorstep and I didn’t know what life was going to look like. I had my keys handed over to the bank and realized, “I have done everything right.” I did tons of pro bono in my practice, $100,000 to $150,000 per year. I treated my clients well. I treated my team well and yet, I still got slapped out of the sky by the universe. I was like, “Life is a joke.” You can be serious about this and do everything right, and it can still blow up in your face.

[bctt tweet=”Life is kind of a joke. You can be serious about this and do everything right, and it can still blow up in your face.” username=”whyinstitute”]

What happened to you? I know you lost your ability to practice. Tell us about that.

I ended up with a condition called focal dystonia. If you look at my two hands, this hand, you can see there’s no muscle there. If you look at the flexibility of my two hands, this one can bend backward, and this one cannot. What happens to it, if you have the genetic predisposition? If you overuse your fine motor dexterity, which is what we do all day in dentistry, then it damages the brain and reverses the chemistry.

What should relax contracts and vice versa for your fine motor skills? I lost control of my hand. It actually fully went out in the middle of a major procedure where I had the patient flapped open. We were doing bone recontouring, and we were about to sew her back up. I reached over and picked up my suture and my hand wouldn’t pick up my suture.

I end up saying to my assistant, “The problem I have been having with my hand, not working at all now, so you are going to have to be my right hand. I’m going to use my left hand. You are going to listen very carefully to what I have to say, but we need to get her sewn back up, otherwise, she’s going to be in trouble.” It happened to work out. The case turned out beautiful and that was the last day I got to practice dentistry.

You went to the doctor, they told you that you have got this. Is it a disease or is it a condition, or what is it?

Guess it would be a disease. They didn’t know right off the bat what it was. I was being sent to specialists and in Canada, specialists don’t talk to each other. One person had a theory, another had a theory, and nothing fit together. By the time I was on bankruptcy’s doorstep, I was like, “I got to throw a Hail Mary and try and save myself here.” I ended up getting down to the Mayo Clinic and within a couple of days, they had me diagnosed because they put their heads together.

They told me, “You got to figure out what you are going to do with the rest of your life because you are not going to be a dentist.” I must have looked down at my left hand or something because they said, “Don’t you dare try to train your left hand to do dentistry because you will lose that hand as well.” That was the final nail in the coffin for my career and allowed me to start moving on to other things.

You were how old at that time?

I was 33.

You were 33 and told you can no longer practice and your practice now, tell us about your practice as you went through all this. What happened to it?

I didn’t know what to do. Those six months until I knew what was going on, everyone was like, “Don’t lose hope. You are going to be doing dentistry again. You are meant to be a dentist.” All that hope was awful because I didn’t know if that was what was going to happen. I felt like I was torn between moving on and going back to dentistry. It wasn’t up to me.

Once they told me going back to dentistry is off the table, that was a relief to start making plans in the right direction. Everyone was telling me, “You built this amazing brand in your city, hire associates.” The problem was I had a skillset that most dentists don’t have. Having Kois, sleep apnea, IV sedation, and implants were not something most people had. I ended up having to bring in four different associates to cover off my skillset with the patients that I had.

None of them wanted to work with folic patients, which is what I had niched myself into because I liked working with them. It was a battle. Eventually, I was like, “I’m going to have to make this back into what it originally was, which was a bread-and-butter practice.” I did that, and it was heartbreaking to see these dentists come in who were not as committed, and who were annoyed by the patient base because they were scared.

When 2015 hit, which was the oil crisis, my practice was in Calgary, and the economy, I could see it going. I had built the practice during the global financial crisis, so I decided it was time to let it go, stop listening to what everyone else was telling me I should be doing, and listen to what I wanted, which was to be out. I sold it for half of its value and started moving on with my life.

That had to be a rough day, but probably liberating.

It was a liberating day. Those two and a half years I had been fighting with myself too. Everyone was shooting all over me, and then in my heart, I was like, “I hate coming in here,” because it was ripping this giant scab off. I was like, “Maybe they are right. Maybe it will get better. Maybe I can be an owner.” I have wanted to be a dentist since I was two. That was a big dream that I was watching burn down to ash every day and it was awful.

You sell your practice, and now what are you going to do?

I decided to take a break from dentistry because anyone in the industry who knew me looked at me with pity because they knew what had happened. I had been a referral practice. I decided to go back to professional dance and built an unleashed dance company and took a year to let the cards fall and start figuring out like, “Why did all this happen?” It was interesting because it allowed me to see the pieces of what I could use from that experience, from going through a lawsuit with my team, from the owner dying halfway through to worst case scenario of losing my ability to practice and being able to take that time away from dentistry.

I built the company very quickly. In the first six months, I became the second-largest adult-based Latin company in our city. It was fun because I could be in that creative mode and let things flow through me. What I figured out was, with everything that I’d been through, I could reach back into the industry and pull people forward. I decided to build my business coaching company for dentists, which was originally called My Business Doctor Inc. Later became Unleashing Dentistry’s Potential and started to help people figure out what their niche was, what they wanted to do, and what was their passion in dentistry, so they would love going into work.

Back when we first met, you were a dentist trying to figure some things out who had a lot of credentials and, “How do I market my practice.” Over the years I would get tech or emails from you, not necessarily from you, but to your email list, which I was on. I would always wonder now, “What the heck is she doing now? Why is she doing that? How did she get into that?”

I never knew this story. Now it makes a lot more sense why you would go in the direction that you did and that you did it for yourself. You did it so incredibly fast, and now you are helping other people do the same thing with your unleashing, it’s the unleashing brand. You had Unleashing Dentistry’s Potential, and then how did that go for you?

I made a decision that was not going to be brick and mortar. That was going to be a completely online company and I did not want to spend any money on advertising. I took to LinkedIn and started talking about what I knew about dentistry and niching and passion. In a year I went from 200 to 12,000 industry followers on LinkedIn. People went, “How did you do that? Can you do that for me?” I started dabbling with a few of my friends’ profiles to see if I could replicate what I had done because I wasn’t sure if it was a unicorn or a blip.

That was a mistake with the algorithm. What happened was I was able to replicate the results. About a year after I started dabbling, I officially launched Unleashing Influence. That was January 17th, 2020. On March 17th, 2020, the world around me shut down, and I had two and a half full-time team members at that point. We had a meeting after the shutdown happened, and they said, “Everyone around us is getting laid off. If you need to lay us off, we totally understand.”

I said, “Buckle in. We are going to take this to the moon.” By 10 months into the pandemic, I had 14 full-time team members, and it had grown by gangbusters because no one was able to have meetings. They needed social media and building their personal brand to be able to fill their pipeline in a way that they weren’t used to. Getting them to be good on camera was a skill that most did not have. I was a busy girl.

Unleashing Influence, you did from Calgary, Canada?

Yes, I started it in Calgary, and then I decided to move to Nicaragua and took it with me. Again, I decided to make it so that I was completely online so that I was portable to be wherever I wanted in the world.

Of all the places in the world that you could have picked, why Nicaragua? I’m sure people reading are thinking, “Is Nicaragua a little dangerous?” Couldn’t you have picked someplace a little bit more safe or traditional, but no, you went to Nicaragua. Why did you do that?

Originally, my plan was to go and do international business development for Unleashing Influence. I was going to go to South Africa, the UK, Australia, and New Zealand, and every time I picked something on the map, Canada had a rise in COVID cases and the border got shut. I was like, “That’s not working.” I was determined that I was going to get out. I put my house on the market.

I got it sold by December 2020 and was out the first month of 2021. I bought a flight down to Nicaragua to see what it was like. Five days after I arrived, Canada canceled all the tropical flights. They canceled spring vacation was the point, so I got stuck down there. I was like, “There are worst places in the world to be.” I was in a small town. It was all tropical. Everything is open air, so you are not sitting and breathing in other people’s air during a pandemic. I made the most of it. Learned to surf, learned how to ride a motorcycle, and did all these cool things that I hadn’t done before in my life.

For those of you that are reading, Angela’s why, as we talked about, is to find a better way and share it. How she does that, is by challenging the status quo, challenging what people think they can do or what she thinks she could do. Ultimately, what she brings are simple solutions to help other people move forward. We are seeing this play out in your life. You are always in search of a better way, but you are thinking differently, thinking big, challenging what people think they can do, and then you are bringing them simple ways to get there. Does that feel right to you?

Yes. When I look at what I do now because after I arrived in Nicaragua, I realized I was working 100 hours a week, which is what I’d been doing in Canada. That was what I was trying to escape and learn a different way. I realized I was wasting my time in paradise because I wasn’t able to enjoy it. I was sitting inside instead. I decided it was time to burn down what I’d built because it wasn’t serving me anymore.

I divested my companies and kept the little bit of unleashing influence that I did, which was teaching people how to pivot and leveraging their brand to support that. That became my full-time focus, at the end of October 2021. The interesting thing was everyone again was like, “You shouldn’t do that. You have built all these amazing things.

Get some managers in here or do something to keep these brands.” I was like, “No, it’s not working for me.” I know if I burn these down and get super focused on my niche of mastery, I can take this to the moon. It was interesting because three months after the final divestment I made the most I had made since leaving Dead Street. It didn’t take long for that mindset shift to start bringing the right clients to me and allowing me to do the work that I love to do.

You have made some challenging and fascinating decisions over the course of what we have heard. How do you go about making those decisions?

I trust my intuition and when I hear myself think, “What if? What would life be like? What if I did this? What if I did that?” That’s when I know something has to change when I consider what that possibility could be like versus staying in it. When I think about staying in it, and my guts are intense when it comes to my intuition, if I feel ill about it, I know something has to change. Even if it doesn’t logically make sense to anyone else, even if they see it and think that I’m burning down something that shouldn’t be burned down if my intuition tells me I should do it, if I follow that, I win every time.

For most people, that seems a little scary. For me, that seems a little scary. Especially these decisions you are already doing well, and you say, “I don’t think I like this. I blow it up, and I’m going to go do it again.” That’s a lot of confidence to be able to blow something up like that and start again.

I wasn’t starting again. What I did was I took the best of everything that I had in each of those companies and pulled those skills in, and then put it into a pretty package that people could understand in the marketplace. I wasn’t leaving any experience, any expertise on the table. I was pulling it differently, but allowing myself to get deep into my niche mastery.

What are you doing now?

All I do now is help people to pivot. I run 90-day pivot accelerators. Some of them have already started being entrepreneurs, but most of them are not entrepreneurs, but they are leaving corporate. In 90 days I put them into pretty packaging and gave them their claims for fame in their industry. I help them to build out their mastermind. I help them to learn how to do sales well, build the whole business behind it, operations, and automation in the marketing and teach them to hunt. In 90 days, they have a business in a box and are launched into the world.

I love the word you use there, pivot. What do you mean by pivot?

A lot of the clients that I work with have had massive success in the corporate world. Most of them have twenty-plus years of experience in their industry, and they have had enough. Maybe it was provoked by the pandemic, maybe it’s their time in life, and they are not done. They are not done making a difference in the world. They are not done with their industry. They want to do it differently.

They want to have geographic freedom, financial freedom, and time freedom and be able to reach back into their industry and pull people forward by sharing the experience and expertise that they have honed. That’s where the pivot comes in. They are pivoting out of corporate into entrepreneurship and doing it efficiently. With the program that I have, there are no steps wasted.

There’s no fluff, as you may have noticed, there’s no fluff around me. I get them there as fast as possible and with extreme intention so that they are making their tuition back very quickly after they finish the program. Once they finish the program, they are invited to join The Badass Entrepreneurs Club, which is continued education for them to keep leveling up what they are doing once they are launched.

Very similar to what we do in dentistry. It’s a similar path. Learn your skills and then join the study clubs and continue to learn, continue to grow. That’s awesome. For people that are reading, who would be an ideal client for you?

Someone who is experienced and has expertise. I can’t manufacture that for you. I can package it for you and help you to put something together, but I can’t manufacture it. Again, typically twenty-plus years of experience is what I work with. Someone who is ready to do things differently, who doesn’t want to subscribe to 9:00 to 5:00, and who also wants to have that geographic freedom. That’s a big part of it.

When people see that I have worked from different parts of the world and not skipped a beat that is desirable. It may not be that they want to live on the other side of the world, but they don’t want to be stuck going in to speak in person or going into a business and having to work in person. They want to be able to do it from wherever they are on the hours that they want to have and make way more money. A lot of times they’re coming in saying, “This is what I made in corporate, so I’d like to work half those hours and make more money.” We reverse engineer what needs to happen for them to build their program and help them to achieve that.

What do you think is the biggest thing that keeps people from making the pivot?

Fear and people shooting all over them. If you have had this career, and you are making good money, you have climbed the corporate ladder, and you are going to be leaving that, people think you are insane because why wouldn’t you keep taking those CIO or CEO positions and companies? They also have that intuition. They have that gut feeling that isn’t where they want to be anymore. They want something different, and they know they can do it.

BYW 39 | Better Way
Better Way: The biggest thing that stops people from making the pivot is fear and people shutting all over them. Because if you’ve already climbed the corporate ladder but suddenly decide to leave, people think you’re insane. But then they also have that intuition, that gut feeling that this isn’t where they want to be anymore.

 

They just need to have the right information to do it. If people don’t have that support, they will make a mess of it. A lot of my clients are 60 plus. They don’t have time to mess around. They don’t have time to make mistakes and figure things out. They need to pivot with grace, maintain their reputation, and replace their income as soon as possible so that they continue to feel successful and also aesthetically look successful to the world because they do not want to tarnish their reputation.

It’s fascinating. When I take a step back and listen to your story, it feels like there was somebody above you toying with you to a certain extent. You know, “We will give her a little bit of that, but now, I’m going to take that away.” It’s all been worked out for you very well in all the stuff you went through. You didn’t go through some easy stuff. Those are not simple little problems. Those are major life-changing, life-destroying problems that you had to go through but they equipped you, and now you are ready. You are ready for anything.

The worst-case scenario is I have to start again. Part of where my boldness comes from is I have been through worst-case scenarios. I lived out of my car, and lost my career, all these things happened to me, and I’m still okay. I still have my brains and am still able to rebuild. I know I can be successful at whatever I put my mind to because I’m tenacious. No one has my back, so I have to have my back and have to succeed.

That’s a lot of pressure as well. When you went through and discovered that your why was a better way, your how was a challenge, and your what was simplified, how did that feel to you?

It felt very on-brand with how I operate and how I feel about my work. What I’m always trying to do for people is, I have been through programs where afterward I’m like, “Why on Earth did they make me do that? That made no sense. It made no difference.” I have been through lots of high-ticket programs. I have probably spent $150,000 on them since leaving dentistry. I wanted to make sure that everyone got the best bang for the buck they have ever spent in a program with my program because I want it to be simple. I want it to be efficient, and I want you to get two years’ worth of work done in those 90 days so that you are catapulted into your new future.

I remember when I was leaving dentistry. A friend of mine that was kind of mentoring me said something to me because he had left his career a few years earlier. He said, “Six months from when you leave dentistry, you will probably even forget you were a dentist.” I thought, “What? There’s no possible way.” Sure enough, six months after I left dentistry, I didn’t think about it at all. I almost forgot that I was doing dentistry. Did you experience that same thing?

No, I still have dreams that I wake up and my hand works and I get to go back and do surgery.

I did it quite a bit longer. I did it for 32 years. How many years did you get?

It’s eight and a half, so I didn’t feel like I was done with it at all. I thought I was going to drill to the day I died, but that wasn’t what life had in store.

Last question for you, Angela. What’s the best piece of advice you have ever gotten or the best piece of advice you have ever given?

Can I give you the worst advice I got instead?

Definitely.

When I first started building Unleashing Dentistry Potential, I started creating content, and the person who built my website was like, “You got to tone it down a little bit. You got to blend in before you stand out,” because I was building this company competing against guys who were in their 70s, very conservative old dentists who were guiding the world and had guided me in my practice. I was this young punky-looking chick who was sassy and said what she thought.

[bctt tweet=”You have to blend in before you stand out.” username=”whyinstitute”]

He felt like that was not going to work, especially with dentists. They are conservative. I decided to listen to him and I had a shaved side of my head, so I pulled my hair over the shaved side and spoke more conservatively. I did that for about three months and with every video I created, I got more and more uncomfortable because I was worried about my hair. Curly hair has a mind of its own.

I was not comfortable with what I was saying and how I was saying it. I’m like, “This is not me.” One day I said, “Screw it. I’m going to be me.” Put my hair over to the side, showing the shave, and talked the way that I talked was as sassy as I wanted to be. That was when I started getting messages from people in my inbox on LinkedIn saying, “I like what you have to say.” I started getting contacted by the heads of dental companies across Canada saying, “I’d like you to weigh in on this. I’d like you to come and speak to our team.” When I started to be me, which is not easy, I started to more and more let myself out. That was when things started to change for me.

What’s the best piece of advice you would give somebody or that maybe you currently give to your clients?

It’s to be yourself. It is a learned skill. Most people have this dissonance between their personal life and their professional life. We are taught in dental school like, “You got to be professional in front of your patients,” and every professional college does stuff like that. When people are starting to put themselves out there, especially if they are older, that’s even more ingrained than in my generation. It’s hard to put those two things together and be okay with putting that out there.

A lot of the reason for that is, it’s vulnerable to be yourself on camera. If people don’t like the facade that you have put up, not a big deal. If they don’t like the actual, it hurts. The thing is, if you are being the real you, what’s going to happen is you polarize your audience. You are going to have people who love you and hate you. The minute you get hate mail, you are probably doing something right because you are probably being true to yourself because someone doesn’t like it. Someone does like it.

If you try and walk that line of likability, people don’t quite trust you. They can feel that something is off and people are more and more sensitive to BS coming at them. They will feel it, and then they are going to go, “Don’t quite trust this person. Moving on to the next thing.” The more you can be yourself, and the more you can talk the way that you talk, have your opinions, have your values, and let that be part of what you let stand for your brand, the more you are going to attract the right people. It is so much easier to be yourself instead of trying to measure in each situation who you are supposed to be.

[bctt tweet=”It is so much easier to just be yourself instead of trying to measure in each situation who you’re supposed to be. ” username=”whyinstitute”]

That makes me think and this is going to sound terrible, how do you coach someone to be themselves? It’s because they’re so used to not being themselves, how do you then become yourself, and what is yourself? The executive that’s been in a high position in all those years, having to mute themselves or tone themselves down or whatever you want to call it be the play the part. How do you not play the part and play you, and what are you?

Part of what happens when we do the Crack You Open Bootcamp is we dig into who people are. I work with brand archetypes for that. What it does is it allows them to see how they operate in the world. It allows them to see the light and the dark sides of who they are. Once they read it and I package them with that, I will give them their superpowers based on what they told me in their story and what I found out with their archetypes.

BYW 39 | Better Way
Better Way: The Crack You Open bootcamp really digs into who people are. It allows them to see how they operate in the world and to see the light and the dark sides of who they are.

 

That’s a revelation for people that they have something kick-ass to offer the world. Before that, they may not even realize that they may have been apologetic for being that way. Now because I tell them that’s what they are, then they suddenly go, “Okay.” As we go through the accelerator, if they step out of that, what happens is it’s not just me correcting them. Everyone else in the accelerator knows what this person stands for as well. They will pull them back to what they are and call them when they are not being completely authentic. It’s quite interesting how everyone pulls together to keep everyone authentic.

When you are done with a Crack You Open workshop, what would be the example of the outcome? I’m thinking of people reading this thinking, “I want to be myself. I want to be on camera. I want to start my own podcast. I want to be me, but I don’t know how to do it.” What does it look like? If I went through the Crack You Open workshop with you, what’s on the other side?

You end up with a playbook. I help you pull together what is your brand voice, so you can explain something 60 different ways, but we need to figure out what your way is that you can stay consistent with. What are the keywords that describe you? If you decide to have a team helping you to do writing, they need to understand who you are, what you stand for, and how you show up in the world so that they can represent that in the writing.

BYW 39 | Better Way
Better Way: If you decide to have a team helping you do writing, they need to understand who you are, what you stand for, and how you show up in the world.

 

They have to adopt that into the way that they are going to speak on camera so that they are living into their archetype. With their superpowers, that’s the big summary of all the archetypes and how they operate in the world, and what makes them unique in their space. I also give them their title in their industry, so they become The Something in their industry.

They stuck their flag pole in the ground and said, “This is me.” That gives them so much confidence, and it gives them that playbook to come back to. When I wrote my playbook, it was funny. I was stuck at a speaking competition and I’d written my first speech. It was amazing. I made it through the round and I had ten hours to pull my next speech together. I was like, “I don’t know what I’m going to speak about. I have this idea, but I’m stuck with how I’m going to frame it.”

My friend who’s beside me, she’s like, “You are the arsonist. You would burn this crap down.” The speech became Burn It Down and that allowed me to frame how I was going to approach the subject matter because I was getting stuck in semantics. Once I put on that arsonist hat and started going for it, then everything became clear. All this information started to come at me as to how to write the speech and wrote itself in 30 minutes.

Angela, I know we are out of time here and if there’s somebody that’s reading this, and they want to get ahold of you, follow you, work with you, and go through the Crack You Open workshop, what’s the best way for them to get into contact with you?

The best way is to find me on LinkedIn. You can find me as @DrAngelaMulrooney. What I suggest for first exposure is to join a challenge. You have five days with me. You can level up to VIP as well, which gives you an extra five hours to dissect the information and make sure it’s customized to you. That five days will give you a good understanding of what you can do with your brand, how you can leverage LinkedIn, and how you can pivot well to what you want to do with your life.

My team’s doing it now. Angela, thank you so much for being here. I enjoyed reconnecting and hearing the whole story for the second time but hearing the whole story. Thanks for being here.

It’s my pleasure. Thanks.

You did better the second time.

Even better.

We went longer, but still, you did good. It’s a fascinating story and I love where you are at now, and what you are taking it to. What’s going to be the next thing for you after this? Do you know or just see where it takes you?

I have given myself a five-year commitment to the pivot part. I’m taking people starting their pivot. I will develop higher level programs like once you have hit this point, then how are we going to ten times your company, and start building that stuff out. The people in the mastermind are getting leveled up. Eventually, there will be people coming to me who already have pivoted, but now they want to be able to get multiplied results. That will be the next step.

If somebody wanted to do your Crack You Open, is it a workshop or what is it?

It’s a two-day workshop. They would have to talk to me beforehand. I don’t let anyone in there because they need to be open to coaching. It’s uncomfortable. Especially when you are doing this as a group, it’s going to be quite uncomfortable. I need to push their boundaries a little bit on a phone call and see how they respond to it to see if they’ll thrive in that setting.

What does something like that cost?

It was $5,500. I do some work with them after the two-day session because I have to write the about section for their LinkedIn. I will help pull their superpowers together, all that stuff. The two days are a big discovery for these people. The work happens for me after the fact as well.

It should have had you do before and after on there, so you could have said, “Here, so and so came,” and you don’t have to give their names. “They were doing this and this. This is what they thought and then they ended up here.” We talked a lot. This will come out sometime around when we are doing the launch. Sorry to make you have to do it twice. We got it. Have a great rest of your day.

Thanks. We will see your team.

Thank you so much for reading the show. If you have not yet discovered your why, go to WhyInstitute.com, use the code, PODCAST50, and you can discover your why for half off. If you love the show, please give us a review and a like on whatever platform that you are tuning into. I will see you all next time. Have a great week.

 

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About Dr. Angela Mulrooney

BYW 39 | Better WayDr. Angela Mulrooney is a global speaker, best-selling author, and personal branding expert. She works with thought leaders around the world to clarify their message through their brand archetype while using various media platforms (LinkedIn, podcasts, and the stage) to drive sales so these experts can change the world with what they know.

 

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Podcast

Purpose-Based Recruiting: A Better Way Of Finding Talents With Max Hansen

BYW 38 | Purpose-Based Recruiting

 

Are you often pleased but never satisfied? Do you feel like you can still do more in whatever area you are in? If your answer is in the affirmative, then you have the same WHY as today’s guest. Dr. Gary Sanchez interviews Max Hansen, who has dedicated the last two decades of his life to providing the best hiring practices in leadership search and consulting. He enjoys helping leaders and their organizations continuously improve and succeed as higher performing cultures and teams. In this episode, he shares with us how his WHY of Better Way has been impactful in the decisions he made across his career—from playing sports to quitting it for entrepreneurship. Max tells us how he started his first company and how he is aligning people with meaningful work through purpose-based recruiting. Continuing to innovate the hiring process, he then shares how they find talents through their discovery process and leadership model.

Watch the episode here

Listen to the podcast here

 

Purpose-Based Recruiting: A Better Way Of Finding Talents With Max Hansen

In this episode, we are going to be talking about the why of better way. If your why is better way, you are the ultimate innovator. You are constantly seeking better ways to do everything. You find yourself wanting to improve virtually anything by finding a way to make it better. You also desire to share your improvement with the world. You constantly ask yourself questions like, “What if we tried this differently? What if we did this another way? How can we make this better?

You contribute to the world with better processes and systems while operating under the motto, “I’m often pleased but never satisfied.” You are excellent at associating, which means that you are adept at taking ideas or systems from one industry or discipline and applying them to another, always with the ultimate goal of improving something.

I got a great guest for you. You are going to love this guy. His name is Max Hansen. He has dedicated a few decades of his life to providing the best hiring practices in leadership search and consulting. He graduated with Bachelor’s degree from Northern Arizona in Business Administration and was fortunate to start working immediately with the Fortune 50 recruiting firm Allegis Group and Aerotech. This experience provided him with a solid foundation for understanding both best-in-class business systems and selection processes.

In January 2002, he founded his first recruiting search firm, Jobs Brokers Inc which went on to hire more than 30,000 people across a wide swath of industries, including engineering, manufacturing, education, healthcare, distribution, mining, finance, technology and apparel. Somewhere along the line, in 2010 or 2011, the traditional contingent hiring model wasn’t allowing organizations to solve the deeper-rooted issues they were facing around their hiring practices. His desire to help organizations with the root of their challenges pushed him to create the first-ever purpose-based leadership search firm called Y Scouts.

In 2015, he sold all of his interests in three traditional recruiting companies to more aggressively pursue building Y Scouts and purpose-based leadership search. He enjoys helping them and their organizations continuously improve and succeed as higher-performing cultures and teams. The root of his work goes deeper towards individual purpose, building true relationships, relentless learning, love and their ultimate intersection. Max, welcome to the show.

Thank you. I appreciate the intro. I’m sorry to send you such a long bio. During the bio, two things happened while you were reading. I felt old thinking about a few decades, not in a bad way. The other one was the better way. I can’t wait to unpack this a little bit with you. I could start to think about how much better way has been impactful in the decisions I have made and why I have done a lot of the things that I have done.

You and I met in a strange way. I will give you my version of it. Max and I were together at an event called the Genius Network. We were sitting at different tables. He didn’t notice this, I hoped but I kept looking at him thinking, “I know him from somewhere. I don’t know where but I know I know him.” When the event was over, I got up and said, “What is your name?” You said, “Max Hansen.” I said, “I know you from somewhere.” You said, “You look familiar to me too.”

We went back in our lives through all the possible connections and didn’t run into anything until the next day when we had lunch together. You said, “Tell me what you do.” I started telling you about the WHY Institute. You were like, “This is why we were supposed to meet.” That is my version. Is that what you remember?

I can’t believe it took us long to figure out that we existed in the first place based on the things that we were pursuing and our interests. When I had lunch with you, I couldn’t believe that we were coexisting in this world. We didn’t know each other but it has been awesome to meet you. I didn’t notice how creepy you were gazing over at me that night but it was awesome to meet you. I’m glad we finally figured it out. That is how I remember it. The end of it is, Gary, we gave up because I live in Phoenix, Arizona. It is where I’m based, Scottsdale. It is the biggest small city you will ever live in, business-wise. You meet everybody. I got ten close friends and we know everybody in some shape or form.

I always walk around and try not to say, “Where do I know you from,” because then our whole conversation will be consumed by that. Gary led with that and I let it go. He did figure out that there was another guy. He is about 1 foot taller than me. We look alike. I want to meet this guy one day. I think he lives in Albuquerque with Gary. He did find the guy. He did put to rest why he thought he knew me. It is because I looked exactly like one of his other friends.

Let’s go back in your life a little bit. Where were you born? What were you like in high school?

I was born in Spokane, Washington, which is an interesting place. I got lots of families still there. I still summer in Coeur d’Alene, Idaho, which is close to Coeur d’Alene. What was I like in high school? I was the biggest jock and athlete you have ever met. I lettered in four sports. I loved to compete. It was my thing. My love language was competing in sports and locking arms with a group of guys. A lot of times, I was the captain of the teams and I proudly wore that badge. We did everything we needed to do to win. We enjoy doing it and have fun doing it.

Football was the sport that sang to me that pulled out everything I had. I’m not the biggest person. Back then, the rules were different. You are using the crown of your helmet to hit people. It was not frowned upon. Honestly, that is what I did. I hit people a lot of times hard. That was what I was known for. I enjoyed it. My high school experience was amazing.

I went to Catholic schools my entire life. I wore a uniform to school. I was an altar boy when I was younger up until when I played baseball in college. I like wearing almost the same thing every day. Still, I will have job broker shirts and stuff. Sometimes I will wear them and I have to remind myself I don’t have to wear a uniform anymore. That is what I was like in high school. I was very much on the athletic side.

Off to college in Northern Arizona. How did you pick Northern Arizona? What you played sports for them?

I was playing baseball at Glendale Community College. This was one of the pivotal points in my life. I decided to play baseball. I had only played high school baseball for two years. My dad pitched at Gonzaga. All of us had gifted right arms. My son has a gifted right arm. My brother played four years of college football. I played high school baseball. It was a good time. I was in the right mindset. I caught it and I let off. I went to a smaller school. I batted 5-20 when I was a junior and 5-60 when I was a senior. I thought my path was to go to play baseball because it was in my family lineage.

I got to Glendale Community College and I learned that I didn’t love baseball. These guys would take 200 cuts a day and love baseball. For the whole time, I yearned to go, wanted to put a helmet on and hit somebody rather than sit there and think about how I’m in to take a crow hop, take a step or take a swing. I ended up going to NAU and I was going to play football. Once I got there, I had a change of heart and ended up going to school there. That is how I ended up there.

That was the end of your sports career and off into business.

It is funny that we are jumping into this. We do lifelines in YPO when you talk about high points and low points. Quitting sports was one of the lowest points in my life because it was how I defined myself. You are athletic. You play a lot of sports and compete. When I quit, it was funny. I remember this because I want to make sure that I treat my son and kids.

My seventeen-year-old played sports. He quit playing basketball, which was a big deal because he is a good athlete and he chose he didn’t want to play anymore. I respected that because when I quit, I had this thing built up in my head like I was going to let somebody or a bunch of people down because my parents had been watching me play sports my whole life. When I told my parents I wasn’t going to play baseball anymore, they were like, “That is okay.” They were encouraging. There was nothing. It was all in my head. I moved on and went to college.

During those next couple of years, I had a great time. I had a great college experience. This is no knock on NAU. I didn’t learn a lot in college. I went to the college of business and graduated in ‘98. This was NAU which is in Flagstaff, Arizona, for those people. I’m sure it is a lot better now. For me, my experience was I got about several years in the college business and I started asking myself a question like, “This guy or professor has been in Flagstaff teaching the business to students for 25 years. What do they know about business?”

That was true. They are a bunch of hippies smoking weed up in Flagstaff. They were teaching you out of the textbook but I don’t know how applicable it was. I’m sure the college of business now is much more focused on real-world business and it is better. For me, the best classes were entrepreneurship. From there, I was able to figure out I wanted to move to San Diego. I did that for a while. I ended up in the staffing business. That is where I have been ever since.

Before we leave this, I wanted to know what that moment was. Take us to that moment when you realized you were done playing sports. What was the thing that told you, “I can no longer do this or I no longer want to do this?”

It was quitting baseball because I had never quit anything in my life. It wasn’t encouraged in my family but it also wasn’t like discouraged. That was what I expected of other people, never to quit. Two different points hit me. When I quit baseball, I got over this hump where I realized there was life after sports. At the end of high school, I was part of this All-Arizona team. We went to Brisbane, Australia. We played in the down-under ball, which was interesting. We were the first US national team to play another Australian national team in gridiron football, which is different from their football.

We played in Lang Park. It holds 80,000. There were probably 40,000 people there but it was a rush running out in a stadium with 40,000 crazy Australians ready to watch the first American football team, which is even more interesting. They were all ages. We were all eighteen and these were grown men that we were playing against and whom we hung out with for the entire week. They were rugby players and good athletes.

I came off of that high and came in, I played baseball and quit baseball. Since I already had been through the realization that I was going to have to move on. I wasn’t going to play a professional sport. I know this sounds silly, especially being 5’7” and being as short as I am but when I was younger, I thought I was going to go play a professional sport. There is no doubt in my mind. That is what I was going to do.

The guys that I played in the down-under ball with, a lot of them went to NAU and played football. They recruited me to go up there. I got up there and signed up for all my classes. I went and met with the defensive bat coach because I was a safety. He told me after doing all the work to get into my classes. I was going to have to redo my schedule and start over again. I don’t know what it was. I wasn’t feeling it. He was talking about redshirting me.

I’m going into my sophomore year. I’m going to be redshirted with a bunch of people that I was already friends with and I had already played for a year. It was an easier decision to say, “I’m ready to hang it up.” I finally hung it up and moved on from there. That wasn’t as painful as the first time quitting baseball and walking away from where I was playing baseball at.

The reason I’m asking you that is that my why is better way as well. As I’m listening to you talk, I’m hearing myself listening to you because that is similar to my story, what I was going through at that same time and how it played out for me. I’m giving up racquetball because I was going to be a professional racquetball player. That is what it was back when I was in college. It was the fastest-growing sport.

I was in a motorcycle wreck and I realized that I didn’t want to put all my eggs in that basket. I remember having to think, “I thought this is what I was going to do and now I got to go in a different direction. I got to find something better and figure out a better way.” In my mind, that is when I went off to dental school. You have finished college and start right into recruiting. Did you think you were going to go into recruiting? Was that your plan?

I wish I had a more elegant story but I knew I needed to get out of Flagstaff, Arizona, not because Flagstaff is a bad place. Flagstaff was an incredible place. There is one thing that I knew. Flagstaff is beautiful. I snowboarded 50 times a year when I was there. We got a lot of snow. I saw people that got stuck in Flagstaff because it is such a lovely little city. You can get stuck there and the next thing you know, you are 30 years old and starting over. I didn’t want to do that.

I intentionally set a date. I packed a car and drove to San Diego, where my brother lived. My brother graduated from the US Merchant Marine Academy in Long Island. It is called Kings Point. You have to do all the same stuff to get into Kings Point, the US Merchant Marine Academy that you would, the Naval Academy or the Air Force Academy. He had senatorial approval to go to the Air Force Academy. He had a good job in San Diego.

I drove out there. I slept on his couch and started looking for a job in San Diego. I learned how to surf. I wasn’t in a rush. I was enjoying the moments. He had a big surfboard. He worked all the time. I decided somebody needed to ride that surfboard. I interviewed for jobs. I have talked about this much. I’m an open book. I interviewed for an enterprise rental car and didn’t get the job. My buddy worked there. I never understood why I didn’t get the job.

I felt like I was looking for other stuff. I interviewed for a few places and I didn’t get that job. One of my buddies called me from Arizona and said, “We are hiring. I work for Aerotech, which is a large staffing and search firm. Why don’t you come out here and interview?” I came and interviewed. I got the job and settled down in Arizona. That is how I ended up in the recruiting business. I didn’t necessarily choose it. Maybe it chose me through my friend. I don’t know but that is how I ended up there.

You were there for how long?

I was there probably only a few months. It wasn’t an extended time. It probably felt like that for my brother and his wife because it was a one-bedroom and I was sleeping on the couch.

You were with Aerotech for how long?

I was only with Aerotech for a little over two years. We are getting back to the better way. I love Aerotech. It is one of the best things that has ever happened in my life. I got exposed to a bunch of sophisticated processes, systems and things they did that made a lot of sense. Steve Bisciotti is one of the Founders of Aerotech. He owns a Baltimore Ravens. It is one of the more successful business stories that I know of. Everybody went and got training in Baltimore, where they are based. I work with some cool people. I keep in touch with many of the people I have been working with.

I worked in telecom. Our division was telecom. I did a lot of different types of work but for the most part, I was telecom and what they were building in telecom. When I tell people this, especially younger folks at work on my team, we were building the internet. The phone carrier was in a race against the cable companies to put in the internet infrastructure and build out the pops where you house all the computer systems and stuff to run the internet. Everybody knows that both the telephone company and the cable company won. They both run the internet. That is what I did there. These people were awesome that I work with.

BYW 38 | Purpose-Based Recruiting
Purpose-Based Recruiting: Both the telephone and the cable company won. They both obviously run the internet now.

 

In the winter, I remember going in when it was dark. I left when it was dark but I didn’t care. It was like a time of my life when I could grind. We had to wear a tie every day. There was this passion I had. There were things that I have a love-hate relationship with and there was one thing when I was like, “When I get to do it my way, a better way, we are not wearing ties.” I don’t like formal dresses. The only people that I see that are wearing ties are bankers and lawyers. If you are in one of those rooms, it is either a good situation or not a good situation. There were a lot of good and great people.

Aerotech was a very structured place where everybody was willing to put in the work. I could see the natural line to be promoted. Nobody was going to give up their position. As long as you were there from when it was dark in the morning and when it was dark at night, you maintained your position and line to be promoted. Some people performed better and they moved up in line. It was a situation where I knew I didn’t have the timer patience and I wasn’t going to be able to find a better way there quickly.

I left and went to a small company. It was like jumping off an aircraft carrier and being in a dinghy. It was a small, probably about an eight-person firm in Tempe. We did it was called Hunter Technical. We did a lot of technical staffing and trade recruiting. I learned a lot. Thinking about my why of better way, I was there. What I had learned at Aerotech, all the things were applicable. This place was behind the times compared to Aerotech. Aerotech had 10,000 employees. I’m at a company that has eight that barely got computers. I knew I could apply what I had learned and we could do it better there.

The challenge I had there was I didn’t like the culture. There were some issues. I wanted to be in a leadership role. The owners were cool. I had direct access to the owners. I was telling them, “I can make some stuff happen here. Let me run the office.” They gave me like, “You can run it.” It wasn’t an official process. They were like, “Go ahead and take over.”

9/11 hit and some things happened that I started to think about. I knew I didn’t know a lot. I was maybe about 26 years old. I was there for two years. I was able to develop some business, used the skills that I had learned and sharpen my saw a little bit but I couldn’t change what the owners thought, how the owners interacted and how they communicated. I decided, as little as I knew, if I wanted to do it my way, I was going to have to do it on my own and not knowing a lot.

I started a conversation. I walked over to one of our competitors that had two buildings over. He was also in the recruiting business. I started the conversation with him. I said, “Do you ever think about starting your company?” He said, “Yes, sometimes.” I’m like, “Let’s meet every month.” We met regularly and decided to start our company. It was based on maybe one of the points that that better way drives home. If I wanted to do it differently and better than where I had it, I was going to have to do it from scratch. That is what we ended up doing.

BYW 38 | Purpose-Based Recruiting
Purpose-Based Recruiting: If I wanted to do it differently and better than where I had it, then I was just going to have to do it from scratch.

 

What was that one? Was that Job Brokers?

Yes, which was ironic. In all the work that we have been doing, I include you in this because you are in this ethos of purpose and figuring out what drives people, the thing that I have learned after thirteen years that I was in that business before selling it, was that nobody wants a job and a broker involved. The name worked well. People liked it. I would hear people often use the name. They were like, “Are they a job broker too?” They coin it not quite like Kleenex. It is not like that.

We didn’t do that great of a job but the name stood out. We did well with that brand. We grew fast. It was an incredible ride. I still look back at that and it was a fun time. I finally got this guy to start the business. We didn’t know this back then but I was more of an outward-facing guy and he was more of an operations guy. He was better at recruiting. I was better set up to do sales.

When we partnered up, I quit my job first and he came over a week later. I remember the feeling. I was sitting in a cube. The way we started was we had two guys that were running another business. It was my business partner. It is one of his clients. He was in there the week before. His client, who ended up being our business partner, asked me, “How many people work at your office?” He was like, “Four.” He was like, “Why don’t you do it on your own? If you want to start a business, come talk to me and we will figure it out.”

He puts us together. We drink two beers. The guy asked me, “How much money do you think you need to start this business?” I honestly didn’t know. I was taking a stab in the dark. I’m like, “$150,000.” That is how much we would need over a period of time before we started making money. We started a business. I was the first one there. We were in his office. They already had an office. It was a credit card processing company. I started there. I had a computer and a phone book. We hadn’t even named the company yet. I started the process of naming it and putting together a logo with some other people that I know that do branding and that type of work. We were off and running. It was an incredible journey.

It was right after 9/11. When I think about this in context, this has helped me. Everybody is talking about a recession coming. I started a business right after the recession. It was tough. You had a scratch trying to get business. You had to do a lot. Everybody was counting you out because it wasn’t a good time to start a business.

It turned out that was the greatest time to start a business because we learned how to be disciplined, scratch and claw and earn everything. We got and took advantage of it the best we could. The years became a lot better from that. We did $500,000 in our first year. We were struggling a bit. It was a little bit of a slog but then we did $1 million, then we did $2.5 million, then we did $5 million, then we did $10 million, then we did $20 million. It kept ratcheting up until we were doing about $50 million. It was an incredible ride at Job Brokers and I learned a lot.

That was a thirteen-year run.

2015 is when I officially sold it. When I was reading through my why and before this call, I wanted to make sure that comes out as we talk about how I ended up in Y Scouts. I was figuring out that I wanted to do it a better way. When I started Job Brokers, what I wanted to do is work for myself. That was my dream. Nobody in my family was an entrepreneur. My grandpa did some stuff but he was a police officer. Later in life, he owned some restaurants and properties.

I don’t know what it was with me. I felt like I wanted the freedom of working for myself. The next thing I knew, over some long years of hard work, I was with a business partner and we were both making seven figures. I started to ask myself the question, “What am I doing this? What am I going to be known for? What are we doing?”

At the time, I had one son. He was about five. I was starting to think about this. I was like, “Is this the business model that I want to continue to feed my family?” The answer that I got was no. There were three things in the old business. This is no knock-on staffing companies or contingent because they have their place in this world. I did that and after a while of doing it, it felt like we were preying on the ineptness of the company’s ability to hire.

I will give some examples and this is no knock-on these companies like the University of Phoenix. They needed to fill a contact center full of people. They weren’t as good at recruiting as we were. We went in and hired thousands of people over several years, same with Goodrich Aerospace. That was okay at the beginning of my career. As I got older, I started to think about it.

Think about the contingent model. If you have a company that has enough turnover where you are continuing to fill the same role because it is 90 days contract to hire, if the person makes past 90 days, they can take them on full-time. If they don’t, you get a fill-out seat again. You got to make money on it all over again. I started to think about it and the problems upstream, beyond the people I was working with and what it would mean for that company and me if we could figure out the challenges and the problems as to why they are having all this turnover in the first place that given us all the business.

I always tie it back to better way. There was a straw that broke the camel’s back. I was at home working. It was 2009. My son was five years old. At this point, I’m a single entrepreneur. I’m having the time of my life. I’m coaching all these teams. I feel like a great dad. I’m spending my son half the time. Everything is great. My son was with my nephew. Put it in context. My nephew’s dad or my brother-in-law is a police officer. They walked up to me and said, “What do you do?”

Back to why, I was like, “I find people jobs. I help companies hire people when they need them so they can continue to do whatever business, product or service they are in.” They were 5 and 6 giggling. They were like, “No, what do you actually do?’ I’m like, “What do you mean? I talk to people on the phone and meet with them in person.” They look at me and go, “That is all you do?” I had been going back and forth with like, “Why am I doing this like this? It is not something that I want to be known for. It is not going to leave a legacy.” That was the last straw. I was already ready. I went and talked to my partner. I said, “We need to start unwinding this business a bit.”

What we are able to do is during that time, I did start Y Scouts, which is important to understand while we were running this other business and kicking off a bunch of cash. When you are able to start a business, you don’t have to drive money to the bottom line. That was the case. We got to think, “Would this work? What would people think if we did purpose discovery on them and started to ask them about why they want to work? If they could get paid the same they are doing and do anything, what would they do?” That is what would help me in us test these different things that we do and play them out.

Back in the day when we started Y Scouts, there were other companies like the Job Brokers, True Path, a company that came out of that and another company called Sky Staffing that we also ran. We also had this JBI Energy Company. There are a few brands wrapped up in there. They were rolling along. They were almost making fun of Y Scouts. We were in the same building. We had a group of people that were founding this company. They were like, “You guys don’t even make any money. You don’t even produce any revenue or income.” We had to overcome this black cloud of people ridiculing us for starting something different. It ended up getting some legs over some time.

Why did you go with just the letter Y?

I brought on a guy. He is a close friend of mine. He came into the business. We hired him as a VP of Growth for Job Brokers. He and I agreed. We were like, “Let’s figure out a way to do this differently.” He was from the job board business. He worked at jobbing. He is a great guy. He is still around. He is running another business. We decided we were going to do this differently. What we decided was we wanted to figure out a way to align people and understand their purpose and reason for work for deeper meaning and align people based on that.

BYW 38 | Purpose-Based Recruiting
Purpose-Based Recruiting: We wanted to figure out a way to align people and understand their purpose and reason for work.

 

Since he was in the job board world and I was in the staffing world, we started to understand the technology of job boards somewhat broke the hiring process and still is in our opinion. What we see a lot of is a lot of people posting jobs and people applying. They were rewriting their resumes according to the job posting. They are sending it in and putting all the keywords on their resume. They gamified it. They go to the top. They would get hired and end up not working out.

We saw this play out over and over, even in the work that we were doing. We decided it was going to matter. We wanted to make sure that we aligned the right types of people that wanted more meaning in their work. We started thinking about it. It was this concept of purpose. We want to figure it out. We knew we were doing purpose-based recruiting.

We were in the conference room. I remember googling purpose-based recruiting. The first thing that came up was the Boy Scouts Institute. Nobody had even used that term in HR consulting, recruiting and staffing. That was the first moment that we were onto something. We started to think about our first tagline. It was, “What is your why?” We came up with the name Y Scouts. The letter Y stands for the word why like your company, the WHY institute. It also stands for a fork in the road.

When you are going up a Y and you have that fork, you got to make a decision. For us, we were standing for something different. We wanted to align people that wanted more meaningful work. There are going to be some people that were going to still exchange time for pay. That is okay. That is their path. Our path was the people that decided they were going to quit doing that and do something more meaningful and something that aligned with them. We were going to stand for that. That was the fork in the road.

There is a theory. I don’t know if I shared this with you but you probably know this. There is X Theory and Y Theory. X Theory is shorthand. It stems back to some studies that the US government did. McGregor is the guy’s name that did it. X Theory is based on the premise that people will only do stuff for money. Y Theory is the premise that people can be led and motivated to do things for more than money. That was another indicator.

For the word scouts, we took ten companies we thought were our competitors back then. It is changed over the years. We did word clout. The word scouts weren’t in there once. It also tied back to my sports background. I started to think about a scout who sees talent before anybody else does. That was something that we pride ourselves in as a leadership search firm. We are hiring great leaders and being a beacon for great leadership.

[bctt tweet=”A scout sees talent before anybody else does.” username=”whyinstitute”]

I didn’t know that is why you picked Y. I don’t think that is ever come up in our conversations. Was it the job boards that were the reason you wanted to go towards purpose because people were getting hired to get hired and they were wasting everybody’s time and turning out bad?

The job boards were set up where you could go apply to 100 jobs in 5 minutes. It became less meaningful for people to apply. Everybody was applying to everything. I was one of the drivers for us to try to fix that. The interesting part is we don’t ever post jobs still. The reason why we don’t post jobs and what we tested back then was when we reach out to leaders and we do all work in the C-Suite, we take everybody through purpose discovery before we tell them what the role is, the company and the details of the actual role. If you are a CFO, you probably know that. You are getting called about a CFO role.

The way we address it is we have been retaining it. We are excluded by a company that cares about purpose, values and your ability to do the job. We want to take you through a discovery process before we get into the details of the role. Are you cool with that? People love that. We tested that. When we started testing it early on, we thought people were going to be up and tell us to go pound sand. We realize the response rate that we have through our outreach is much higher. We got a lot of brand equity that we have built up. When people looked it up, they were like, “This is interesting.”

We started doing discovery work. We were addressing problems that we still do. We feel like we address it through our process. The other problem that we were addressing that I went through and Brian being at the job board, is how job descriptions are written. Anybody that is reading that has to write a job description knows how job descriptions are written. They google it and figure it out. You could probably use AI. It might be a lot better. Over time, people would google and find a job description, copy-paste it and pass it around. You know what this person is going to do. Everybody would add a bunch of stuff to the job. It would make it so complex that it would be almost impossible to interview somebody.

1 of our 3 unique is our role visioning and success outcome design process. We help clients define what success looks like in the role through the stakeholders that are the most important in the company. That was another thing that we were addressing. We do the discovery process that I talked about on the candidate side to make sure they are aligned with those success outcomes and key responsibilities.

We have a leadership model for hiring. We believe in the best leaders on earth, according to our leadership model, which we claim and tell everybody, “It is open source. You are welcome to use this.” We look for proof points in how much somebody has been a relentless learner, how much they have developed other people and how they have driven results. When you break it down and take the time, some things don’t make sense, especially for somebody like me that has a quick-start mentality.

[bctt tweet=”The best leaders on earth are those that are relentless learners, have developed other people, and have driven results.” username=”whyinstitute”]

When you are hiring for a senior-level role, I always encourage people to interview high-potential candidates, even if they don’t have an open role. When you know you are going to have an open role, you got to break yourself down. To go fast, you have to go slow and be intentional about figuring out what you need. We built a system to address all the challenges we were seeing. We are still helping by being non-traditional. Recruiting has been around forever. There are some traditional search firms out there and we stand for the opposite of that.

Other companies are looking at you as the innovator. They want to have you come in and help them revamp even what they are doing.

When we go take a company through our process, helping them define the role, we give them everything that we do. One interesting thing and a little bit counterintuitive for most people that think about recruiters are they think most recruiters are trying to take all their work and spit these people out of a black box. We are a little bit different. I did do that for many years. They give me all their recruiting needs. We have, in some cases, hired thousands of people for companies.

A big win for us would be helping somebody, even with one role, taking them through a process and taking a couple of things from our process and implementing it in their process. Every hire moving forward is better for them. If they never needed us again after one hire, that would be a huge win and they would never quit referring us to other people.

Max, what was the toughest job you have ever had to fill?

This is one of the toughest jobs that ended up being a good opportunity for us and I would never do it again. Back in the early 2000s, there was a Motorola facility in Arizona. They needed to decommission it. They needed to knock it down and rebuild it. In semiconductor manufacturing, some pipes had hazardous chemicals running miles of pipes at this whole place.

I don’t know how they talked me into this but they hired us. It was a risky thing. They wanted the risk to be on somebody else’s payroll. They were like, “We need you to hire these people.” They need to be HazMat-certified and respirator certified. They had to wear these respirators and cut out these pieces of pipe and foot pieces and it took 40 to 50 people almost a year to do. We would take the checks to pay these people.

It was tough because when we started, we had to find somebody willing to wear a respirator all day, not to mention the heat in Arizona. I went there and paid them a couple of times. There were guys on the roof inside tanks, like sawn tanks off. I’m like, “This does not look safe.” That was one of the tougher roles to fill.

Another one was, back in the day, there was a company called Orbital Sciences. They would launch satellites into space. They brought me in a clearance. It is okay to talk about it but they told me we needed to hire a person that was going to help build a system to shoot down a missile out of the sky that the government was going to build. It was like a stealth mission. That was an interesting one to fill.

What is going to be the future of recruiting and staffing with all the AI that is coming out? Is AI playing a bigger part in it?

That is one of the things that fascinates me the most. AI will aid certain things. They will aid people in writing job descriptions that are more on point because they can use more keywords that have to do specifically with what they need versus copying pasted from somebody else. This machine can base it on more keywords. I don’t think, in the near future, it will ever take over, especially in the leadership search.

One thing that fascinates me most is with all the technological changes and advances, the need for great leadership is still at an all-time high. The only way you uncover great leadership is through face-to-face conversations. There might be some tools to help aid somebody but at the end of the day, we have to find and trust great leaders. That is always going to be. That is why we are in a leadership search. On the lower levels and technical jobs, it may help from a sourcing standpoint and in some different ways to automate some processes, especially the way people apply and how they prescreen them. There are some tools and bots that are already making that a much more efficient game.

BYW 38 | Purpose-Based Recruiting
Purpose-Based Recruiting: In this day and age with all the technological changes and advances, the need for great leadership is still at an all-time high. The only way you uncover great leadership is through face-to-face conversations.

 

You only work in hiring or placing leaders. Your thing is just leaders.

That is the cutoff. Every once in a while, one of our clients will ask us. Most of the time, the answer is no. The first question is, is this a leadership role? We are a leadership search firm. We stand for great leadership. When we started, the executive search name bothered us and me. I have learned to get over it. The reason why executive search doesn’t make sense is not every executive is a leader. We tried to use leadership search, not executive search. Everybody was like, “What is the difference?”

[bctt tweet=”Not every executive is a leader.” username=”whyinstitute”]

We took a lot of pride in it because we are a leadership search firm and we stand for great leadership. The process we built is meant to figure out whether or not somebody is a great leader. The reason why we did it in the first place, back to a better way, is because of impact. We wanted to create a business where we would positively impact as many people as we could.

Brian Moore is one of the Cofounders of Y Scouts and his purpose in why is to positively impact everybody he meets. I don’t know what it would be on your system. We chose leadership because we started to think through these companies. We targeted purpose and values-driven companies that cared about the purpose and the why. We wanted to work with leaders and align leaders that could have an impact on companies, have it cascade down and impact as many people as possible.

What I started to see and care about was not only the people that work in the company. When you have a great leader, the people you lead go home. They treat their family and kids differently. A great leader can impact people directly in the company. It is everybody outside the company, everybody around them, everybody they mentor and everybody they come in contact with.

[bctt tweet=”A great leader can impact people directly in the company as well as everybody outside the company.” username=”whyinstitute”]

One of the things that were important to us was to have the biggest positive impact and focus on leadership search. One area we are continuing to figure out is how we take the leadership model that we feel covered a lot of ground of being a relentless learner, developing others and driving results. When you look at those three things in somebody’s past, if you look at every single role, the people that are able to do that are the best leaders out there. It is a simple model but those are our internal core values. That is how much we believe in that leadership model.

Relentless learner, building others and driving results. Have you found leadership to be something people can learn or is it something they have?

A hundred percent, they can learn it. If you only had to pick one, you would pick a relentless learner. I don’t have all the answers to this but it resonates with a lot of people. I’m sure it will with a lot of your readers and you. Everybody knows people in their lives or people they work with that are relentless learners. They want to learn. They will read and develop. They like to work with other people and develop other people. They got those in space but for some reason, they don’t drive results.

I don’t know why that is. I love to figure that piece out because if you have somebody that is a relentless learner and cares about other people, to your point, they should be able to learn how to drive results but not everybody does. I’m not sure why that is but in that model, that is where people break down. It is when you put them up against that model.

How do you teach somebody to be someone who drives results? Do you know?

People that drive results start in their personal lives and habits. It spills over into their professional life. You stack a bunch of good habits together. You start measuring progress and make it happen. Some people are able to get it done and some people aren’t. I don’t know why. It is their desire and wants. It is their ability to set goals and measure progress.

When I was thinking about better way, your system talked about the problem with better way. I run to this all the time. It is never good enough. Nothing is ever good enough for me. I have had people tell me that. You always don’t even stop to say, “This is great.” You keep moving. That can be a bad thing because you never compliment people to the extent that they need it. There can be some pitfalls in that.

I always use the term, “You got to figure out how to do the right things and do things right.” It is that combo. I try to strike a balance in that. It all breaks down to the advice I have. I often give myself, “You got to move to action. Nothing happens unless you start moving forward and start doing action. If you have done all the research you need to do and you are ready to take action, you probably waited way too long.

[bctt tweet=”You have to figure out how to do the right things and then do things right.” username=”whyinstitute”]

The next and last question I was going to ask you is what is the best piece of advice you have ever given or received?

It has to be around in that spirit of you got to take action. Once you take action and have a little momentum, you can figure stuff out and iterate. Overthinking and not taking action is what kills people and freezes them physically, mentally and professionally. Taking action and not overthinking stuff is probably the best advice I have ever gotten.

That is hard for a better way person to do because we are always looking for what is best. If I pick this one and move on to this, what about that over there? That might be better. I’m curious how you have been able to overcome the paralysis by analysis.

One of the ways is playing sports, working out and staying active. When I was stuck professionally, the first year I talked about it, I breezed over it. It is hard. I had business partners that were like, “Is this working or not? We are going to cut you off soon. This is almost done.” When I was young, I thought I should be in the office cold calling and trying to build a business. Instead, I went to the gym. That was a physical action that I was taking. That is one of the things that helped me overcome not getting stuck.

All the success that I have been fortunate enough to have through the teams that we have built still mimics how physically fit I am. It sounds pretty cheesy but at times in my life, when I feel good, I’m staying very disciplined, eating well and doing all the things that I like to do because I like to find a better way to stay in shape, it seems to mimic how things are going professionally for me.

The physical mimics the mental.

It has almost been my entire career. I can’t think of times in my life when I was in the best shape of my life. I never was in the best shape of my life, which is getting harder because I push it hard. When I’m in the best shape of my life, things on the professional side are going crazy and great. I can’t think of a time when I was in the best shape of my life when things were miserable. Maybe it is a coincidence. I’m sharing with you that that has been my personal experience.

Have you had a time in your life when you weren’t in great shape?

Yes, when I quit playing sports when I was in college. For a couple of years, I worked out a little bit. I played intramural sports but I drank and smoked cigarettes. I did all the things that you do. Even when I got a little older, there were a few years when I was working, I was more focused on work and got away from it a little bit but not for long. I came back to it. How I kept moving forward was by staying physically in action.

What is next for you and Y Scouts?

We are starting to make hay. We have been at this for many years, which granted for the first several years, I was still running the other companies but we had great teams working on this problem. For us, it is continuing to pursue our purpose of transforming how people and companies connect to work that matters. We are continuing to change the game and feeling, performing and executing search differently to align leaders on purpose, values and professional competencies and continuing to do that.

One of the ways we talk about our BHAG or our tenure is to have done purposeful hiring in over 10,000 companies. We are not even probably 10% there. I haven’t done the math. We want to continue to push this. We feel like we stand for something different. We are competing more and more with the big 4 or 5. However, you want to look at it, the Heidrick & Struggles, Spencer Stewarts and Russell Reynolds.

We want to start continuing to build our business and take over the US. We started to do some international stuff. We will continue to build this. We built out our research function. We got a lot of tools and access to stuff that helps us source more effectively, find people to solve problems and figure out what we can’t do unless we have these tools, the team and the process that we have.

Max, thanks so much for being here. If there are people that are reading that want to get ahold of you, follow your company and hire you guys, what is the best way for them to connect with you?

It is YScouts.com. I’m pretty active on LinkedIn. I post quite a bit. If you follow me on LinkedIn, it will be a good way to interact with me.

Thanks so much for being here, Max.

You got it. Thanks.

It is time for our newer segment called Guess Their Why. This is with famous people that all of you know. I want you to think about Elvis Presley. What do you think Elvis Presley’s why was? You know how he danced. You know the songs he came up with and his history. If you saw the movie that came out, you got to learn more about how he grew up and the way he learned to sing, his inspiration and how he passed away. I would love to know what you think his why is.

For me, I’m going to guess that his why was better way. Only because he was always finding better ways to do things, better ways to dance, sing and move. It could also be a challenge. Think differently and challenge the status quo. Think outside the box. The more I watched the movie, the more better way came to me.

I love to know what you think. In whatever platform you are using and there is a way for you to write it in there, let me know. Thank you so much for reading. If you have not yet discovered your why or WHY.os, you can do so at WHYInstitute.com. You can use the code PODCAST50 and take it at half price. If you love the show, please don’t forget to subscribe below and leave us a review and rating on whatever platform you are using. I will see you in the next episode. Thank you for reading.

 

Important Links

 

About Max Hansen

BYW 38 | Purpose-Based RecruitingMax has dedicated the last two decades of his life to providing the best hiring practices in leadership search and consulting. He graduated with a Bachelor’s Degree from Northern Arizona in Business Administration and was fortunate to start working immediately with with the Fortune 50 Recruiting firm Allegis Group / Aerotek.

This experience provided him with a solid foundation for understanding both best in class business systems and selection processes. In January of 2002, he founded his first recruiting/search firm, Job Brokers, Inc that went on to hire more than 30,000 people across a wide swath of industries including engineering, manufacturing, education, healthcare, distribution, mining, finance, technology, and apparel.

Somewhere along the line in 2010-2011, the traditional contingent hiring model wasn’t allowing organizations to solve the deeper rooted issues they were facing around their hiring practices. Max’s desire to help organizations with the root of their challenges pushed him to create the first ever purpose-based leadership search firm.

In 2015, he sold all of his interests in three traditional recruiting companies to more aggressively pursue building Y Scouts and Purposed-based Leadership Search. He enjoys helping them and their organizations continuously improve and succeed as high performing cultures and teams. The root of his work goes deeper – towards individual purpose, building true relationships, relentless learning, love, and their ultimate intersection.

 

Categories
Podcast

How To Work Efficiently Outside The Box With Greg Cagle

BYW S4 37 | Outside The Box

 

Greg Cagle has always been a rebellious spirit since he was young. But instead of getting into trouble, he loves challenging the status quo and working outside the box. In this conversation, he joins Dr. Gary Sanchez to share how he breaks down processes into their simplest forms to find even better ways to do them. He discusses the immense power of thinking differently and constantly getting out of your comfort zone in pursuit of greater outcomes. Greg also explains how he coaches businesses to escape their limiting boxes. He discusses the three functions every organization must possess and why discomfort is crucial in a healthy workplace.

Watch the episode here

Listen to the podcast here

 

How To Work Efficiently Outside The Box With
Greg Cagle

In this episode, we’re going to be talking about the WHY of Challenge. That is to challenge the status quo and think differently. If this is your WHY, you don’t believe in following the rules or drawing inside the lines. You want things to be fun, exciting, and different. You rebel against the classic way of doing things. You typically have eccentric friends and eclectic tastes because after all, why would you want to be normal? You love to be different and think differently. You aren’t afraid to challenge virtually anyone or anything that is too conventional or too typical for your tastes. Pushing the envelope comes naturally to you.

I’ve got a great guest for you. His name is Greg Cagle. Greg is passionate about advocating for authenticity. He’s a transformational executive coach, a corporate cultural consultant, an author, and a speaker. Leveraging more than 25 years of in-the-trenches experience in building and leading his own companies, Greg comes alongside leaders and guides companies to position them for breakthrough success in building a culture that blows away the competition.

With his proven “Let’s do this” approach, Greg has served top organizations like McCormick, Planet Fitness, Steel Dynamics, Army Special Operations, and the FDA. He’s worked with a wide range of industries, including manufacturing, five-star hospitality, technology software, nonprofit education, higher education, financial insurance, and engineering.

Greg is also partnered with the John C. Maxwell Company for many years as an executive coach, speaker, trainer, and business consultant. In every consulting and coaching relationship, speaking, engagement, and training environment, Greg’s focus is on getting innovative, creative results that empower leaders and teams from around the world to outperform the competition and achieve more than they ever believe possible in business and in life.

Greg, welcome to the podcast.

Thank you. It is great to be here.

That was a mouthful. That’s a lot of stuff you’ve done.

It sounds a lot more important than it is. We’ll leave it at that.

Tell everybody, where do you live? Where are you right now?

I live in Knoxville, Tennessee. I moved here back in 2016. That’s home base.

Let’s go back in your life a little bit and see how you got to where you are. Where did you grow up, and what were you like in high school?

I grew up in a very small town in the deep South, in Mississippi to be more accurate. It was a small town. I went to high school at a small school. It’s interesting because when I was reading my WHY, one of the words that it uses is rebel. It described me perfectly from an early age. I’ve always been rebellious. My grandfather told me one time, “You’re either going to lead a biker gang, or you’re going to lead a great organization one day. I don’t know which.”

What do you mean by rebellious? Give us an example. What would your friends have said about you, and how could we tell you we’re rebellious?

I never saw the need to follow along. It was so entrenched in me ever since I can remember. I break the mold. I get outside the lines. Everything called for me to do something different and to break outside of the norms. It’s always there.

You never felt like you fit in, right?

No.

You graduate high school, and you went off to school after that. Did you go off to college?

I did. I went to college for two years. Being rebellious, after two years, I said, “I’m ready to get away.” The only reason I lasted two years is that I was an athlete. I played basketball. I was on a basketball scholarship. I played ball for a couple of years, and that kept me there because I’m a competitor. I love to compete. I couldn’t take it anymore. I was ready to get out there. Even college was too restricted for me.

You’re like Steve Jobs. He has the same WHY as you and he didn’t last even that long.

You might remember in a lot of Steve Jobs interviews that he used to say, “I’m a lot like Greg Cagle.” I don’t know if you ever heard it.

I did hear him say that. I didn’t know who that was, but it makes a lot more sense. You leave you after two years, then what happens to you?

I went to work for a company. I was very successful. I was in sales. It turned out I was pretty good at it, but I had this itch to pave my own way and do my own thing. At 28, I left, jumped out, and started my own thing. If I look back on it, it’s one of the stupidest decisions I ever made but one of the best decisions I ever made. I was too stupid to realize I shouldn’t do it, but I did it. I’ve always been this guy that said, “I don’t know exactly what I’m doing here, but I know I’m going to figure it out.” With $7,500 and a $2,000 cash advance on a credit card, I started my first business. That launched me out there doing my thing.

What was that business?

It started off as a marketing company but eventually evolved into pretty much a full-service ad agency. I don’t know if this is true or not, but back in those days, ad agencies had a full staff of media buyers, artists, and so on and so forth. I might have been the first ad agency that built up a network of those services. I was the front person with the client, but then subcontracted all of those services out, coordinated that, and led those ad campaigns. It turned out well. We did a lot of good work for a number of years.

Looking back to those times when you were 26 or 28 years old, how would you do as an employee? How would that work out for you to show up at 9:00 AM, leave at 5:00 PM, and do what you’re told to do?

It’s one of the reasons I left my first job. I was a top producer. Sales came easy to me, but I came in when I wanted to, left when I wanted to and did what I wanted to. I remember the boss calling me in. He said, “We got to do something about you. You’re supposed to be here at a certain time.” Back then, it was 8:00 AM. He was like, “You’re supposed to be here at 8:00 AM and you come rolling in whenever you want to. We have certain rules.”

With all sincerity, I looked at him and said, “Why are you telling me this? I outsell everyone else here. Why can’t you leave me alone?” It was right then and there that he discovered that I wasn’t right for the company and I discovered I wasn’t right for any company. It didn’t fit. I’m still that way. I’ve tried to temper it sometimes and knock the rough edges off of it, but it’s still that way.

For those that are regular readers and know about the WHY of Challenge, you are the perfect example of what we talk about. You’re unemployable because you’re not going to do what everyone else is doing, but you’re amazing as a visionary, leader, and someone who’s going to break new ground and do things differently. What would the world be like if there weren’t people like you that push the limit? We wouldn’t progress.

There are a lot of people that have experienced me that would like to find out what the world would look like.

You’ve got an ad agency and a marketing company. How long did you do that, or do you still have that?

I did that for a few years. This is so much my personality. I got to a point where I was bored with it. I sold that business and moved on to other things. Over the course of my career with the marketing and ad agency, I had a technology development company that I started with a partner whom I wound up marrying his daughter. That’s a whole other story. I’m still married to her. I also started a bar and restaurant business at one time where we had multiple locations there, which I also did with a partner.

I have this history of building something, getting it to a point, and then becoming bored, restless, and wanting to move on. That’s what I’ve always done until my last business. The last business that I did was in the real estate industry. I was in not only real estate development but I had a brokerage firm. We grew that one pretty big. I had a lot of employees associated with that.

That was a defining moment for me. I created a defining moment for me because that was the business that was different enough every day. There weren’t any rules for real estate development. You could make your own. It was going before zoning boards and convincing them that you had a better way or that you wanted to do a different type of development.

BYW S4 37 | Outside The Box
Outside The Box: There weren’t any rules for real estate development. You could make your own.

 

Had it not been for an event, that might have been where I would’ve stayed. There was this event called the financial collapse. You probably remember it. It was late 2007 and early 2008. Real estate was the tip of the spear of that. At the time that happened, I was holding hundreds of millions of dollars worth of real estate at some level of development or some stage of development. It was like someone turned off the faucet and everything collapsed. That set in motion about two years of real pain for me, trying to work through all of that.

I had six different banks. All of them decided they were going to squeeze me for everything that I had. It was a painful time working through that and trying to get on the other side of it. At that time, it was like, “What do I do now?” The economy was still not that great. There wasn’t a whole lot that I could do in real estate. I did try to get a job.

To your point, it’s amazing you said what you said about me not being hirable. I don’t know how many times I got to an interview process for a position in a company and I think to myself, “I’m so qualified I could do this in my sleep. This is going to be a no-brainer, but I need a paycheck.” Almost every time, this is what I heard.

They said, “I don’t think you’re going to fit in here. You’ve been on your own too long. You’re not going to want to do anything that we want you to do. I don’t see you as hirable.” Those were the exact words they used. I had to reinvent myself because I knew I wasn’t going to get a job. Probably one of the best things that ever happened to me was being un-hirable.

What did you finally end up doing?

I went back to what I knew. I had this knowledge of business. I had the ability to look at something, break it down to its simplest form, and say, “Here’s a solution.” That’s what I did in business. It’s like, “Here’s the best way to do this. Here’s a better way to do this.” What I decided to do was I said, “I know business. I also built and sold several businesses. I’ve had tremendous success. I’ve also been knocked down into the valley. I’ve seen it all. Maybe I can make myself available to other entrepreneurs and other business owners and help them along the way and get paid for it.” That’s what I started doing.

I reached out to a few people and networked. I was doing that and ran across the John Maxwell Company. They do a lot of leadership training and executive coaching for their clients. They asked if I wanted to do some work with some of their clients. We did that for quite some time. In fact, I still do a lot of work with that company.

Along the way, I started building out my own thoughts about how to help leaders do business differently. It’s that rebellious nature of mine of, “We can do this better.” I started challenging leaders and saying, “There’s a better way.” I would challenge leaders even in the coaching aspect and say, “You’re looking at this all wrong. Have you ever looked at this?” I published a book a few months ago. It came out. That whole book was a two-year project for me. That’s what it was about. It was me challenging my WHY and challenging leaders to look at a different way of doing business. That’s where we are.

You are the perfect person to do that. Greg’s WHY is to challenge the status quo and think differently. How he does that is by making sense of complex and challenging things. Ultimately, what he brings is a way to contribute, add value, and have an impact on the lives of others. That is the perfect WHY.os for what you’re doing. You get people to think differently. Do you find that most people put themselves in their own boxes?

Absolutely. In fact, I challenged organizations to think about this, particularly the top leaders. I said, “I want you to think about your organization, what you reward, and how you communicate with your organization or the people within your organization. Are you, without realizing it, building a box that says, “If you’re going to be successful here, this is what you need to look like?” I then challenged them to look at themselves and say, “Have you built your own box?”

One of the statements that I make in that book I’m referring to is that most business leaders evaluate new ideas through the lens of their experience and their knowledge. Think about this for a second. If every idea that I look at is through the lens of my experience, my knowledge, and what I know to be successful, what chance does that idea have of ever making it in my mind? It’s very little.

In fact, there’s a great story about Western Union back in the day. They were one of the top communication companies in the United States. A guy named Alexander Graham Bell came along. You might have heard of him, He invented this communication tool called the telephone. He didn’t have the ability to do much with it financially, so he goes to the best communication company on the planet and offers to sell them his patents.

It’s interesting because the CEO at that time was quoted as saying, “What would this company ever do with an electronic toy?” I don’t need to tell you. Would you rather own stock in AT&T or would you rather own stock in Western Union? The bottom line here is that this is the way a lot of business leaders think. They take a look at what they know as the current reality of success in their industry or whatever it is they’re leading and everything needs to begin to make sense to that. That’s why Steve Jobs was such an innovative, brilliant leader because he never looked at things that way.

I believe leaders put themselves in a box. They put the people within the organization in a box. They create these decision-making filters called experience and knowledge, which we could relabel as the status quo. That’s how their people begin to make decisions, and then they wonder why someone out-innovates them or why they become irrelevant over time.

I don’t know if you can do this, but take us into your mind as to what happens to you. What do you see? You go into a company and see the status quo. What happens internally in your brain? How do you see all these things outside the box? It’s probably almost instantly where you could say, “They’re stuck here.” What happens to you when you walk into a business like that?

When I first started what I’m doing, which is coming in as an outside perspective or a third party to an organization to try to help figure out what was going on, the first thing I always do is I want to get to the root of the problem. I want to know, “What is the problem?” Here’s what’s interesting a lot of the time, maybe even 50% or more. What I am told is the problem almost never is the problem.

They’re telling me what the problem is from their perspective and the way that they’ve already designed themselves to think. The way they think is the way that they encourage their employees to think. I go in with the idea almost always that what they think the problem is and it’s not going to be that. That’s the first thing that I do. Once I discovered that the problem truly isn’t what they thought it was or even if it’s what they think it is, it doesn’t exist as the problem the way they think that it got there. Either way, I’m always looking to break their model of thinking first.

In fact, when I talk about organizational culture, I define it as the way the organization thinks, acts, and interacts, or the people. I almost always look to disrupt their thinking because if I can disrupt their thinking, then their behaviors are going to change. If their behaviors change, outcomes begin to change. That’s where I coach leaders. I’m like, “What is the thinking we need to have here?” You can’t determine what the thinking needs to be if you can’t understand what it is you’re doing.

Businesses perform three business functions. They’re either executing on strategy, navigating some kind of crisis or some adversity that’s hit them, or trying to capture an opportunity. Each one of those three requires something different from the organization. If that’s not built into your culture, you’re going to fail in 1 of those 3.

A lot of organizations are built well for executing strategy, but they’re not built well for navigating crisis or adversity. They’re not built agile enough to capture the opportunity when it presents itself. What I try to help leaders understand is, “All three of those are important for the long-term sustainable success of your organization. Let’s build that into your culture. The way we build that into your culture is by defining how we want to think, how we want to act, and how we are expected to interact with ourselves and our customers. If we can define that and become clear on it, then we understand how to create something different.”

If I’m navigating a crisis, for example, that’s going to require adaptability. Here we are on the other side of COVID. Some companies are on the other side of COVID. Some never made it. They had to be able to adapt the way they did business in order to navigate that crisis or that adversity. How do you need to think to be adaptable? What I began to get leaders to do is get away or depart from that knowledge and experience that is so comfortable for them. Get out of what you know in search of what you need to know or what you should know. That’s uncomfortable. It means you have to be vulnerable.

BYW S4 37 | Outside The Box
Outside The Box: Business leaders must get away from the knowledge and experience they find most comfortable. They have to search for what they should know and be vulnerable.

 

Something I learned is that’s easy for me. In fact, I enjoy doing that unasked or unprompted. It took me a long time to figure out that most people aren’t wired that way. They have to have some stimulus to say, “You can always go back to what you know.” Why don’t we jump out of that for a moment? Why don’t we get out here in the unfamiliar waters of what we don’t know and see if we can discover something significant?”

I could see that being scary for a lot of people, but exciting for a lot of people. The ones that are ready are probably ready. They’ve had enough pain.

I’m glad you said that because one of the first things I have to tell people is, “I am not for everyone.” To your point, if you’re not ready to be challenged or for me to shake you out of your familiar comfort zone of all your knowledge and experience where you get to be the smartest person in the room, I’m not for you. In fact, 80% of the people, companies, and organizations that come to me, I never wind up working with. I’m looking for that 20% that, to your point, is ready or at least willing. They may not be ready yet, but I’ll help them get ready. At least they’re willing to venture out. You’re right.

You are the perfect person for that. You’ve lived it, seen it, and experienced it. You’ve hit the highs and the lows. You’ve been the hero and the GOAT. The amount of experience that you have is invaluable.

You mentioned it when you were introducing me. You said, “In the trenches.” I know, as an entrepreneur, everything I ever did, I started from scratch. It’s not like I went out, raised and invested capital, and bought a business or anything like that. Everything I did start from scratch, which fits my personality because I’m going to do it the way I want to do it anyway.

I know what it’s like to lay awake on Tuesday night thinking about how you’re going to make payroll on Friday. I know what it’s like when the bank notice is due and you got to choose, like, “Do I pay my payroll taxes? Do I pay my banknote?” I’ve gone through all of that. I also know what it’s like to be on the top of the mountain, own the industry that you’re in or what you’re trying to do, and be nervous about, “Can we stay here? What do we do to stay here? How much do we need to innovate, and how much do we need to stay the same?” I asked myself all of those questions.

I’ve got all the scars that go with that. I told you early in this interview. I didn’t finish college. I don’t have a sophisticated degree. I didn’t go to an Ivy League School. I tell people what qualifies me to do what I do is that I have failed everything you can fail out and made every decision that you can make that was wrong, and have still been successful as a result of it. I suffered a lot of pain. I’ve got a lot of scars, and that’s what qualifies me to sit down and work with a business leader. I’ve been there.

It probably sets their mind at ease. They’re like, “This guy’s not perfect. I don’t have to try to be perfect because he already knows what it’s like if it’s not perfect. He’s lived it. I can tell him anything.”

I’m so glad you said that. One of the biggest challenges, when I’m working with a leader, is that they take on this responsibility. I don’t know who told them they were supposed to. They take on this responsibility that they’re supposed to always know the right direction to go, always know the answer to the question, always have the vision that’s needed, and always solve the problems. What I tell them is, “If you’re the smartest person in the room, you’re either in the wrong room or you’re the wrong person for the room.” You’ve probably heard this before.

What I also try to help leaders understand is to quit carrying so much of that and understand that the leader’s job is to extract the brilliance of the collective. The best leaders I know understand that the real brilliance of an organization lies within the collective of the people. If I can be a genuinely curious leader where I interact with my people and I’m looking for their perspective, their understanding of things, what they see that I don’t see, and what they touch that I don’t touch, and relieve myself with the responsibility of always having to have all the answers, that’s when great things happen.

[bctt tweet=”The real brilliance of an organization lies within the collective of the people.” via=”no”]

I love that. On another note, my wife has your WHY, so I know what it’s like to be married to you. I have a lot of sympathy for your wife. She’s got a lot of patience.

Let’s have some fun with this. I know your audience will benefit from this. What have you recognized as the biggest challenge of a relationship with someone with this WHY? Where do you struggle? I know there are tons of benefits because you’re still married. There are benefits there. What makes it tough for you?

Unpredictability. You cannot count on anything to be typical. There is not a chance your expectations are going to be met because they’re going to go in another direction. Logically, I struggle sometimes to follow along. I’m like, “How did we come to this decision?” I don’t know if your wife would say the same thing.

Can you share a story, or can you give us an example?

I’ll give you a simple example. We’ll get in the car to go home. Let’s say we’re together at an event that we go to a lot. She’ll say to me, “Let’s take a different way home.” I’m like, “We’re trying to get to the home right now. I want to get home.” She’s like, “I know, but let’s go a different way.” I’m like, “Why would I want to go a different way? I want to get from here to there.” She’s like, “I know, but we always do it this way. Let’s go a different way. It might be more fun or different.” I’m like, “I’m not looking for that right now.” In her mind, it makes total sense to find a different way. In my mind, it’s like, “I want the best way. I want to get home the fastest way.” Does that make sense?

Yeah. I know exactly how that is. I’m guilty as charged.

It’s a lot of fun when the fun is needed and wanted. When you’re needing something predictable and consistent, it’s not likely it’s going to be that way. That’s been my life so far. I would love to spend some time with your wife and swap stories. It would be a fun time, and you and my wife.

What I’m going to do when we finish here is I’m going to have my wife do the assessment. I’d like to know why I’m married to her.

Here’s something that’s been interesting. Don’t let your wife know this yet. You can get it back to me on this. It’s fascinating how often people with the WHY of Challenge are married to people with the WHY of Better Way, which is my WHY. I don’t know why that happens that way, but so many people and so many of my friends that have the WHY of Better Way are married to gals that have the WHY of Challenge and vice versa.

It’ll be interesting to see what your wife is. They’re similar. Finding a better way and challenging the status quo are similar. They’re both outside the box. Challenge wants things fun, different, and interesting. Better way wants things outside the box, but it has to be better. It’s not just different. It has to be better.

You hit on something. I’ll tell you a quick story. In the early days when I started my first business, I wanted some cheap employees. My wife was the perfect one. On two different occasions, we tried to work together. It made sense. We got the same alignment of goals. I can trust her and so on and so forth. It never worked for one reason. You hit on it.

I would ask her, “Can you see that this gets done? Can you handle this? Can you do this?” She always would come back and say, “There’s a better way to do that.” I’m like, “I’m not looking for a better way right now. I’m looking for efficiency. We got to go right now. It’s time.” She’s like, “We can do better.” It would ultimately wind up in an argument.

Finally, we realized we cannot work together. It was not going to work. We probably could. In the normal workplace where you’ve got two different WHYs like that, they would probably work together and complement each other. Unfortunately for us, we’re married, so all of that goes into that and we couldn’t work together.

This is my last question for you. What’s the best piece of advice you’ve ever gotten or the best piece of advice you’ve ever given?

I knew you were going to ask this question, so I had to give some thought to it. It turns out the best advice I’ve ever gotten is the same that I’ve given. I’ll explain that. It was something a guy told me one time when I was down and out about something I was doing with a large group of people. I felt like they hated me. I remember expressing it to him. He was a little bit older than me and a lot smarter than me. He said something that stayed with me. He said, “You need to remember something. You are not for everyone. You weren’t even created to be.” I thought about that and it was such a relief.

I found myself telling people all the time after that, “Be authentic. Be who you are. The world needs you.” I wrote a book one time called Be Weird. I told everybody, “You’re weird. Embrace your weirdness. Be that weird because if you don’t, there’s a hole in the universe with your name on it and it never gets filled.” That frees you up to understand, “I might not be for you, but that’s okay because someone else is. I’m going to be right for someone else. That’s what I need to worry about. I’ll be me.” That’s the best advice I ever had.

[bctt tweet=”You are not created for everyone else. Just be authentic.” via=”no”]

My wife always talks about that. Once she discovered her WHY is Challenge, it has given her such peace. She’s like, “I’m okay being me. I can be me, and that’s good enough. I don’t have to try to be somebody else or be like somebody else.” Here’s an interesting thing about the WHY of Challenge. It’s that people with this WHY that look at their WHY as a curse, they medicate, try to get away from themselves, and are very unsuccessful. If they look at their WHY as a gift, they do amazing things. They expand the horizon.

People like Steve Jobs, Herb Kelleher, and Richard Branson have the courage to do things the rest of us wouldn’t do. They bring amazing things into the world as I’m sure you’ve done in many cases and are going to continue to do. Thank you so much for being here. I enjoyed connecting and talking with you. I look forward to following you. Tell us the name of your book.

The name of the book is called The 4 Dimensions of Culture: And the Leaders Who Shape It. It’s about understanding what culture is and how your leadership shapes culture. It came out. It’s on Amazon, Barnes and Noble, and all of those.

BYW S4 37 | Outside The Box
The 4 Dimensions of Culture: And the Leaders Who Shape It

Before we leave, what prompted you to write that book?

Interestingly enough, it was to challenge leaders to look at running their businesses differently. Business leaders tend to operate and lead from where the light is. They’re like, “I can look at a report. I can see what my revenue projections say. I can see what my profit margin says. I can see where my brand opportunities are.” It’s all of that. They try to lead from there.

What I’m trying to get them to understand is that it is culture. Culture leads in your absence. Culture executes it. Focus on that and understand it deeply. When you do, you’re going to lead differently. I feel so blessed because we’ve gotten this message out there over the past couple of years and we’re seeing some significant transformations in the way business leaders lead and ultimately how their organizations do business. It’s exciting.

I love it. I’m going to have to get it now culture’s a big thing. You’ve got to have the right culture. In your case, it will be to think differently, right?

Yes.

Thank you so much for taking the time to be here. It was great to meet you. I look forward to following your book and following you.

Thank you very much.

 

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About Greg Cagle

BYW S4 37 | Outside The BoxGreg Cagle is a passionate advocate for authenticity, a transformational executive coach, a corporate culture consultant, an author, and a speaker. Leveraging more than twenty-five years of in-the-trenches experience in building and leading his own companies, Greg comes alongside leaders and guides companies to position them for breakthrough success in building a culture that blows away the competition.

With his proven “Let’s do this” approach, Greg has served top organizations like McCormick, Planet Fitness, Steel Dynamics, Army Special Operations, and the FDA. He’s worked with a wide range of industries including manufacturing, 5-Star Hospitality, technology, software, non-profit education, higher education, financial, insurance, and engineering.

Greg has also partnered with the John C. Maxwell company for many years as an executive coach, speaker, trainer, and business consultant. In every consulting and coaching relationship, speaking engagement, and training environment, Greg’s focus is on getting innovative, creative results that empower leaders and teams from around the world to outperform the competition and achieve more than they ever believed possible in business and in life.

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Podcast

WHY Of Better Way: Enhancing People’s Quality Of Life With James Schmactenberger

BYW S4 36 | Quality Of Life

 

Are you constantly seeking better ways to do everything? Join today’s guest, James Schmachtenberger, as he demonstrates how he embodies the WHY of Better Way. Through a lot of scientific research, James, along with his company, Neurohacker, is constantly trying to enhance people’s quality of life. His supplements, like Qualia Mind, help people become more motivated and effective at what they’re doing in life. He wants everyone to become increasingly adaptive to their reality. For James, if you want to live a longer and happier life, you have to start at your foundation. Join Dr. Gary Sanchez as he talks to James Schmachtenberger about how he started Neurohacker. Learn how he was able to buy the college he studied in at 18. Discover how a monk led him to his journey of self-discovery. Find out how supplements work and how they affect your body as a whole. Start hacking your body to find enlightenment today!

Watch the episode here

 

Listen to the podcast here

 

WHY Of Better Way: Enhancing People’s Quality Of Life With James Schmactenberger

We’re going to be talking about the why of better way, to find a better way and share it. If this is your why, you are the ultimate innovator and are constantly seeking better ways to do everything. You find yourself wanting to improve virtually anything by finding a way to make it better. You also desire to share your improvements with the world. You constantly ask yourself questions like, “What if we tried this differently? What if we did this another way? How can we make this better?” You contribute to the world with better processes and systems while operating under the motto, “I’m often pleased but never satisfied.”

You are excellent at associating, which means you are adept at taking ideas or systems from one industry or discipline and applying them to another, always with the ultimate goal of improving something. In this episode, I’ve got a great example of that for you. His name is James Schmachtenberger.

He is a successful serial entrepreneur with a lifelong focus on using business and innovation to affect large-scale change for the benefit of humanity. James is the Cofounder and the CEO of Neurohacker Collective, a company focused on making groundbreaking products for health and well-being through complex systems science. His area of expertise includes new nootropics, anti-aging, regenerative medicine, sleep, and fast-acting, fast-paced entrepreneurialism. James, welcome to the show.

Thank you. It’s great to be here.

This is going to be fun. Tell everybody where you’re at now.

I’m San Diego based, at least most of the time. I travel a decent amount, but always nice to be home, which, fortunately, I am now.

You and I connected through an event that I was speaking at with JJ Virgin. I heard about your products. I use your products but didn’t know from that bio that they were your products. What is the most famous product you have created that people might know about?

Our flagship product is one called Qualia Mind. It’s a broad spectrum cognitive enhancement designed to do a lot of the things that people traditionally look for when they go towards cognitive enhancement and improvements in focus and memory, but we take it many steps past that. We are working on those things. The goal was how you increase all forms of intelligence in a sustainable and holistic fashion. In addition to things like focus and memory, we’re looking at things like critical thinking skills, improving discernment, decision-making, better visual reasoning, etc.

It’s pretty much the whole gamut. Part of optimal cognitive function is also your state, how good you feel about yourself, and your outlook on the world. In addition to trying to enhance brain function, it’s also working to enhance mood and outlook so that not only do you have more intelligence but more drive and capacity to pair with that enhanced intelligence.

I want to dive into that. I’m sure that’s fascinating to everybody who’s reading. Before we do that, let’s go back a little bit. Let’s go back to your life. Where did you grow up? What were you like in high school?

The majority of my life has been in California. My family moved here when I was nine. I’m originally from Iowa. I didn’t do high school. I was homeschooled off and on throughout the younger part of my life. My parents did want my brother and me to experience traditional school for a few years. We had social interaction, but also a connection in the sense of what everyone’s experience is. A lot of early life was homeschool. I ended up skipping over the high school experience. My last time in school was in seventh grade, and then I essentially took a year off to watch TV.

Hold on. What was that you said?

My last time in school was in seventh grade. After that, I was supposed to go back into homeschool. I just became disinterested. I was working with a tutor at the time and didn’t relate to the style. I essentially slacked off and spent most of the year watching television. From there, I ended up essentially faking a diploma to be able to start going to college, much younger than normal. I ended up hopping into community college at fifteen and did a couple of years of college before realizing that that wasn’t my orientation. I loved learning and studying, but I didn’t love the traditional structure of studying.

Depending on the topic, it was either too fast or too slow, but also generally not that interesting. I was more of an immersive learner. After a couple of years, I stepped out of college. My family always jokes because right after I went out of traditional college, I started in a vocational college studying Psychology and Alternative Medicine. About a year into that, as I was graduating, there ended up being an opportunity to buy that school. Shortly after my eighteenth birthday, I raised some money, bought out the college I was graduating from and spent most of the next decade running that. It was a bit of an abnormal life experience.

I don’t know many people that buy a college at eighteen.

I don’t recommend it. It was spectacular for me in many ways but also terrifying and daunting. I barely knew how to balance a checkbook. All of a sudden, I was responsible for tons of employees and hundreds of students.

What was that like for you?

It was spectacular and devastating all at once, especially in the early years, because I genuinely didn’t know what I was doing. I was so in love with what I had learned and what I saw as the bigger implications for the world of more people learning to live healthier lives and going into some of the domains of psychology and personal development. There was this huge mission and passion attached to it, but at the same time, I felt like I was failing. During that first three years, I made up for my lack of knowledge with work hours. I was working twenty-plus hours a day and mostly never went home. I would take a nap under my desk and get back to work. If I did take time off work, it was usually to go to a business workshop or marketing workshop and learn what I was doing.

It was this weird thing. I was in love with it, and I was also burning out. By the time I hit 21, I was in full-stage burnout, starting to have adrenal failure and all kinds of cognitive issues. I started feeling depressed, which made me start having an existential crisis because here I am doing this thing I love, and I was depressed and couldn’t make sense of it. It was an interesting experience. It’s ultimately a beautiful one, just a little harder than it needed to be.

What did your family think when you said, “I’m going to buy this college?” Did you even graduate from college?

I was finishing my last courses when I ended up taking over the school. I finished 2 or 3 months after I owned the school, which also created a weird dynamic of being the owner of it and still being in class. I loved the nature of the work, so I continued to study it a lot. After I bought it, I spent about five years in an intensive, one-on-one or small group studying with the man who founded the school and went progressively deeper, particularly into the psychology and personal development domains.

If I’m reading this now, I would be wanting to ask the question, “Why would the founder of the school sell it to an eighteen-year-old kid who hasn’t even graduated yet?”

That was a very common question. He got a lot of flak for making that decision. I had known him for a number of years, not particularly well before starting school, but I met him when I was ten. I was so passionate about the work that I dove in a way that not many people did. It was supposed to be a two-year program, and I ended up doing it in a year. Part of it was probably that he had been doing it for twenty-plus years and wanted to slow down. He still wanted to teach but didn’t want to run the business. Part of it was he saw something in me that he was willing to gamble on. Luckily, it worked out. In retrospect, I would’ve been one of those people being like, “What are you doing? This is insane.”

At this stage of your life, if you were advising the person that founded the college, would you advise them to sell it to an eighteen-year-old who hadn’t graduated?

Probably not. It was an interesting experience. I remember when I was going through the process, my dad had a quote that I thought was funny. He’s like, “You’re just naive enough not to realize what you can’t do.”

[bctt tweet=”When you’re young, you’re just naive enough not to realize what you can’t do.” username=”whyinstitute”]

I can see that. Now you’re the young adult burned out, depressed owner of a college to help people not get burned out and depressed. How did that go now? Where did you go from there?

That ended up being a big turning point in my life and ended up being where the inspiration for Neurohacker, the company I run now eventually where it initiated. When I was 21, I was fully burnout with lots of health issues and psychological issues. I started down my healing journey. There were all kinds of things I was doing. I ended up getting introduced to this research physician in Mexico that had developed this specialized IV therapy for helping people repair all kinds of cognitive damage. Most of his work was for people recovering from drug addiction. When I met with him, he was like, “What you’ve done to your brain not sleeping for three years is equivalent to a heroin addict.” I went and did three days of this IV for nine hours a day. It completely changed my world.

It wasn’t like a subtle improvement. It was like the lights came back on. The cognitive function I had lost not only came back, but I had an awareness of whole new aspects of cognition that I hadn’t tapped into before. The depressive experience went away and was replaced with a sense of confidence and motivation. The piece that stood out to me was my empathy shot through the roof. All of a sudden, I stopped being able to think about what I wanted to do in the world without automatically being aware of what the bigger implications of that were and how those actions would affect the people around me in the world at large.

It was the reflection on that experience that told me this was the direction I wanted to go. Let’s say hundreds of thousands or millions of people could have this experience where they became more intelligent, more confident, more capable and more empathetic. They had an intrinsic motivation to use their competency and their intelligence for not only personal gain but for greater purposes. That could be something that could move the needle and change the world. That ended up being the original inspiration. Back then, I tried to partner with that doctor and was going to try to open up IV clinics all over the world.

We started down that process, but very quickly into it, he ended up becoming quite ill and passed away. Most of his research went away with him. There was this beautiful vision and no longer a path. It took a number of years while I was running other businesses, continuing to study this in the background, meeting with neuroscientists, formulators, and neurobiologists to start to get enough of the ideas and information together to be able to still create that vision but through a totally different modality.

What was in the IVs that you got in Mexico? Do you know?

I partially know. The key ingredient in it was NAD, which at this point is gaining significant popularity. NAD is a molecule naturally produced in the body that is the primary energy source for all cells. When you get increased NAD, essentially, health across the board starts to increase because your cellular health begins to increase. It also has significant benefits on cognitive function and clarity. That was the key ingredient. There was a series of different amino acids to be able to lever up what the NAD did on its own. I still don’t know entirely what was in it because no one does other than him. Over the years, I was able to put the pieces together and recreate enough of it to understand what was happening there.

BYW S4 36 | Quality Of Life
Quality Of Life: NAD is a naturally produced molecule in the body that is like the primary energy source for all cells. So when NAD gets increased, health across the board starts to increase as well.

 

In fact, at that event, I met your team. There were a lot of people talking about psychedelics. Was any of that that in there, do you think?

I’ve had some people who also went through his work that theorize that one of the ingredients was GHB, which is an increasingly popular psychedelic. It hasn’t had as much attention as things like psilocybin or LSD but is starting to gain more attention. It’s a prescription drug used for sleep disorders but in different applications and a higher dose creates psychedelic experiences and puts people into very open and receptive states, which gives the opportunity to go into areas of your psychology or work on things that might not feel safe in a normal fashion. Being able to explore them in that state makes it much more accessible. I wouldn’t know for sure if that was in it. I tend to think it was.

You go down to Mexico and have this IV therapy. It increases your empathy and energy. It gives you more intelligence and competence. You start to come back to yourself. Did you come back to yourself or a better self?

Both. I was still myself. It wasn’t like there was a fundamental change in my personality and my sense of self. It was an improved version. I felt a lot better about who I was. I felt the things that had always driven me, and all of a sudden, I had more ability to apply them in the world. It was still me. It was just an easier version of life through the experience of being me.

You then decided, “I want to get into this. I want to figure out how to do this.” You start down the path of creating IV clinics. That ended. What then happened to you?

We didn’t end up starting to officially work on Neurohacker for a number of years still. The R&D process formally started in 2014 and had a psychedelic component. During the years in between, I was doing a number of other projects. I ran that college for almost ten years and ended up selling it in 2010. At that point, I got into the medical cannabis industry in the very infancy of that space. I did quite a lot of business there, but I also got heavily involved in the public education side and, eventually, the policy side. For probably seven years or so, I ended up running a lot of the legalization campaigns and was building cannabis businesses, in essence, to be able to fund a lot of the clinical work and the public education work.

During this time, while I was running those businesses, I was continuing to study a lot of this domain. I don’t have a deep formal science background. I was never in a position to be able to build the thing adequately myself. I needed people. I had the vision, just not necessarily the know-how. In 2014, I went to Burning Man, and Burning Man tends to fall over my birthday this 2022. I decided on my birthday to take acid and wander out in the desert by myself and essentially do this vision quest to figure out what I wanted to devote the next many years of my life to.

What ended up coming through powerfully was this vision that you’ve had forever is too important not to create. However hard it is or whatever it takes, it has to happen. On the drive home from Burning Man, I had gone there with my brother and started a conversation with him. I was telling him about this experience. Even though he had known what I wanted to do for a long time, he didn’t quite get the bigger implications of not just the positive effects on the individual but the potential effects on humanity at large. As he started to understand that, he was like, “I’ll partner with you.”

My brother’s background is in complex system science. He’s a brilliant scientist and researcher. It was his ability to bring that complex systems approach applied to the study of human physiology that all of a sudden made the idea real. We spent about two years after that in this heavy R&D phase, developing the scientific model around complex system science and developing our first product, which is now Qualia Mind. From there, it turned into a company and started bringing its market in late 2016.

It’s a long journey but fascinating. I’m glad we went back because now what you’re doing makes more sense and why I should listen to you makes more sense. In your industry, how many hackers without the bio are there out there? How many fake stuff is out on the market?

Unfortunately, the majority of it. There are some really good companies out there. There are a lot of companies I respect, but when I look broadly at all of the cognitive products being marketed, they have very little science behind them. There’s a lot of marketing hype. I see these ads all the time like, “This is the pill that Warren Buffet takes to make all of his money.” Warren Buffet’s never even heard of the thing. It’s completely made up. You look at the ingredients, and you’re like, “That’s nice.” It might do a tiny bit of something over the duration of many months, but it’s not going to be a real impact. There are only a few companies that seem to devote themselves to research in an adequate fashion.

That’s been the area in that we’ve invested incredibly heavily. We’re not even that big of a company. There are supplement companies that are many times our size that still don’t have nearly as much invested in R&D. We have, at this point, a six-person in-house R&D team, plus a 30-person scientific advisory board outside of that, going on 30 studies at this point. The goal is not just how you make a profitable company. That’s wildly easier. The goal is how we advance the field of research and bring progressively better products, better science, and better education to people in a scalable fashion that are both effective and safe. Usually, you have safe but not all that effective or effective but not all that safe. Hitting both of those simultaneously does require substantial research.

[bctt tweet=”You can be safe but not effective or effective but not safe. If you want to hit both, you need substantial research.” username=”whyinstitute”]

Before we started, for those reading, I told James that in the building that my office is at, there is a place called the Optimum Human. They only have the best of everything there. The guy that started it is Matt Finkelstein. His why is better way as well, but he’s like us on steroids. Maybe not like you on steroids because you’re pretty much right there with him. He flipped the words from better way to way better.

Everything he touches has to be way better. He has Qualia Mind there. That’s where the interest was for me in talking with you about this because I didn’t know much about it. I used it and liked it. I couldn’t tell you this story that we’re getting now. I couldn’t tell you anything about the company other than if it’s up there, it’s probably good enough for me. This has been helpful in figuring that out. Let’s get to your first big product, which was Qualia Mind. If you haven’t heard of it, take a look at it online. What does it do? What is Qualia Mind all about?

Because of the scientific approach we’ve taken, it’s an interesting thing. Most products on the market, if they are effective, they’re trying to typically increase one or more neurotransmitters. In our case, we’re not trying to do that. The nature of our product is designed to bring the system into balance or homeostasis and increase capacity from there. The idea is there are times when you need more of a certain neurotransmitter or times when you need less. What we want is to be able to create the formulas that allow your body to do that in real-time, so you become increasingly adaptive to reality.

Before we go there, why don’t you clarify for everybody what a Neurohacker is?

A Neurohacker is a term we came up with. In essence, it’s the intentional use of various forms of chemistry or technology to enhance neurology or your brain function. In our case, we’re more focused on the chemistry side, but there are all kinds of technologies as well. There are things like neurostimulation and transcranial magnetic stimulation. Essentially, rather than living life as a standard, it’s choosing to study and invest in what are the key things out there that can make meaningful improvements in the shortest amount of time possible within a reasonable safety profile.

BYW S4 36 | Quality Of Life
Quality Of Life: A neurohacker, in essence, is the intentional use of various forms of chemistry or technology to enhance brain function.

 

Essentially, we want to find a way to make our brains work better and how we can hack the system to create a better life through enhanced brain function. That led you to Qualia Mind, which does that. If I take Qualia Mind, in layman’s terms, what is that going to do for me?

Most people have a positive experience within the first day or two. Usually, what you start to notice right away is reductions in procrastination. The things that have been sitting on your desk for way too long, all of a sudden, you feel motivated to do them. There are also improvements in processing speed, how much information you can digest and make sense of, and how quickly you can do that. There are improvements in memory, both short-term and long-term. One of the key areas is working memory on how much information you can hold in real-time at a given moment. Those things all generally start to take place within very short order and become progressively more so over the course of a few weeks.

BYW S4 36 | Quality Of Life
Quality Of Life: In a day or two after taking Qualia Mind, you’ll notice a faster processing speed, memory improvement, and less procrastination. This will only increase over the course of a few weeks.

 

Some of the things like memory take a little bit of time for the nutrition to work inside your system before you get the full benefit, but you usually start to notice some of those changes right out of the gate. There are also key changes in mood and outlook. Almost everyone who takes the product starts noticing that they become more present. That’s one of the pieces I enjoy hearing about the most. I love hearing people being smarter, intelligent, and effective, but when people write in testimonials that all of a sudden they’re more present with their family and more in tune with their children and their relationship and see improvements in their meditation practice, these things are the things that tend to excite me the most.

How is Qualia Mind different than taking a handful of vitamins? You see these different vitamin packs that promise the world. How is it different than your typical vitamins?

Substantially. We include a number of vitamins because there are key vitamins that the brain needs to be able to operate even just functionally but particularly optimally. Most people don’t get enough vitamins in their diet. There are things there, but there are all kinds of minerals. There are many types of amino acids and botanical extracts. Each one is designed to be able to support different aspects of brain function. Some of them are being able to support better production of dopamine, serotonin, and acetylcholine and to do those in multiple fashions because everyone’s physiology is so different. If you use a single ingredient or single approach, what ends up happening is something will work well for one person but won’t necessarily work well for somebody else.

The nature of how we’ve designed is we’re usually using multiple ingredients for each use case. As a result, it’s being able to get meaningfully positive effects across almost everyone. When we’ve done surveys around it, we see about 92% of people who take the product notice a meaningfully positive result. If you look at supplements in general, from the stats I’ve seen, it’s usually about a 15% positive response rate. If you take a good multivitamin for the brain, about 15% of people will probably have a good effect on that. The way that we’ve approached it with this much more complex orientation allows for a higher degree of effect but also affects a much larger population.

I have a friend who has one of the larger vitamin company essentially. I asked him. I said, “What percentage of health fitness would you attribute to taking the right vitamins?” He said less than 4%. What you are talking about is something totally different than that. What you’re talking about is the mind versus the body.

For this particular product, yes. We have other products that address different parts of the body at this point. I don’t disagree with him in general. I would orient it at a higher percentage than that. One of the things where people get off paths sometimes is they’ll find a great supplement and be like, “I’m going to do this, but it’s the only thing I’m going to do.” That doesn’t work. Supplements, based on their name, they’re designed to be supplemental.

This is on top of a healthy lifestyle. If you’re not getting good quality sleep or enough of it, if you don’t have a good diet and you take supplements, it will help somewhat, but it’s not going to help nearly as much as if you’re doing all the baseline things that we all know to be doing, just maybe aren’t. When you are doing those things and taking the right supplements on top of it, that’s when you start to get the exponential benefits that kick in.

You said what I was trying to say, but much better. That’s what I meant. If you don’t follow all the other things and just take a supplement, it’s not going to do much for you. It’s that last little thing that will get you to another level, but only if you’re doing the rest. What you’re talking about is not necessarily related to that. What you’re talking about gets your brain functioning better so that you want to do those other things so that you have a better outlook, you are more present, and your brain processes faster.

What you said there is a key piece, and it was for me personally. When I hit such a degree of burnout, I knew I should be exercising more. I knew I should be sleeping better. I just couldn’t. I didn’t have the energy and wherewithal to make it happen. Starting to get into nootropics and eventually into our product gave me the energy and motivation to be able to start doing all of the other lifestyle factors. It goes both ways because you get an increased benefit when you’re doing the right supplements on top of everything. If you also know you’re supposed to be doing it, and you can’t get there, sometimes the right supplements can help you get over that edge and be able to take the right actions, then move everything in the better direction.

Now you’ve developed Qualia Mind. What took place after that? I know you’ve got other products because I have one. What are the other products? What was the reason for developing these other and going in these other directions?

Once we developed Qualia Mind and started seeing these remarkable types of effects with people, what became clear was that that same model of science we developed. This complex systems approach could be applied to almost any aspect of physiology and allow for creating meaningful products for addressing almost everything. We take this foundational approach. Getting people’s brains to function in order seems necessary for everything. From there, we said, “What comes next?” That ended up being, “Let’s focus on cell health.” That puts it in the domain of longevity. Increasing life expectancy is great. It’s something that we are trying to and achieving.

[bctt tweet=”Increasing life expectancy is great, but improving health as a whole is more important.” username=”whyinstitute”]

More important than that is how we improve health as a whole and make sure that the years you are on the planet are as healthy and vibrant as possible. One of the key ways to do that is to go foundational and make your cells work better. We ended up developing a product called Qualia Life. It’s a mitochondrial formula that is designed to increase the amount of energy that your cells can output and increase cellular metabolism.

As a result of these things, your cells start to work better, which means all of your tissues start to work better, which means essentially all of your health begins to improve in meaningful ways. This particular product does focus to a significant extent on NAD, which we talked about a little bit earlier. It’s not only focused there. There are many pathways that we’re touching on. NAD is one of the key ones and one of the few areas we’ve had the opportunity to study so far and saw remarkable increases in the amount of NAD levels in people’s blood.

We went from cognition to longevity. We’re still continuing to build products in the longevity space. We released a product called Qualia Senolytic, which most people don’t know what senolytic is. It’s essentially a compound that gets rid of senescent cells, which are also referred to as zombie cells. When cells are healthier, they are supposed to be able to continue to divide and replicate. When they lose that ability, they’re supposed to die off.

As we age, and particularly as our immune system stops working as well, a lot of times, what happens is cells lose that ability to continue to replicate, but they don’t die off. They sit there and take up resources that could be going into healthy cells. Even worse, they emit these chemicals that turn the rest of the cells around them senescent, and it speeds up the whole aging process.

One of our products is being able to help those senescent cells clear out in the system and allow all of the resources to go into healthy cells, supporting better aging across the board. We’ve continued in the longevity space. We’ve gone into a number of other areas. We have a product for being able to support the improved vision. We have products for increasing energy. We’re getting ready to launch a product for improving gut health both at the level of the gut with a cognitive focus. As most people don’t necessarily know, the majority of your neurotransmitters are produced in the gut. When gut health becomes off, not only do you have whatever digestive issues that might come from that, but it has a serious impact on mood and brain function. That product will be coming out soon.

As another better way guy talking to a better way guy because that’s my why as well, what do you think is going through my mind now when I start to hear about all these products? From my perspective and a consumer’s perspective, what I want is one thing. I don’t want ten or a handful. I want one thing that’s going to give me the biggest bang for my buck. If the readers are reading and they say, “That all sounds great, but I want to try it, and I want one thing. What is the one I should start with?”

I agree with you. Ideally, there would be one product. The inherent challenge there is it would be a very expensive product and a lot of volume of capsules to take. If you look at the things we’re doing, and you’re going to pick one, I’m going to break your rule, and I am going to give two. It depends on what your need is. Qualia Mind would be a key one. If the need is to be more motivated, have more intelligence, and be able to be more effective at what you’re doing in life, Qualia Mind would be that one.

It’s not just a cognitive product. It has benefits across all kinds of things, but it focuses there. If your primary goal is improved physical health, longevity, and improved recovery energy, I would say Qualia Life. Those are probably my two favorite products. I take all of them, but those are the ones I’m religious about because the effects are so significant that it doesn’t make sense not to. If you’re picking one, it’s one of those two depending on what the need is.

One of the challenges the supplement has, which I don’t think you have, is I take a handful of stuff and don’t feel anything. I don’t know if I take it or don’t take it. I don’t notice any difference. With your products, you notice a difference. You feel different, and your mind is different. It gives you the motivation to take them. There’s not much motivation to spend $100 a month taking a handful of vitamins, and I don’t notice a thing other than very expensive urine.

It’s hard to go on faith with something like that. If you understand the science behind it, and it’s not just faith, there are some of those things that should be done, but if you can have a noticeable benefit, not only is it a better experience of life, but it becomes much easier to make it a consistent practice. That’s part of why we invest so much in research. We don’t want to create things you have to go on faith with. You want to have a real experience and know that things are getting better, and be able to feel those changes in your body, brain, and mood.

Why the name Qualia?

Qualia is a term from philosophy. Most people aren’t familiar with it. What it essentially means is your subjective experience of self and life. How do you perceive yourself? How do you feel about yourself? How do you feel about the world? The reason that we chose the word qualia is our aim was to enhance or upgrade that subjective experience. It’s a little nerdy, but it has a deeper meaning behind it.

BYW S4 36 | Quality Of Life
Quality Of Life: Qualia means your subjective experience of self and life. It is how you perceive yourself and the world around you.

 

It has a meaning which is important. Instead of just a cool word, it has some meaning. For those of you that are reading, James’ why is to find a better way, and how he does that is by making things simple and easy to use. What he ultimately brings is a trusting relationship where people can count on him. Things have to be better, simple, and create a better relationship or are trustworthy. That’s super helpful to know because you take things and simplify them. Isn’t that the essence of what you’re doing?

Yes. I don’t do it on my own. What I do is find the best experts in the world doing the most complex, interesting things and figure out how to work with them to take that complex, innovative, hard-to-access thing and make it accessible and simpler. I tend to serve that intermediary role between what is cutting-edge and impactful and how we make it something people can access.

Here’s the last question. It can be unrelated or related. What’s the best piece of advice you’ve ever received or given?

One of my favorite quotes comes to mind there, which is, “Don’t ask what the world needs. Ask what makes you come alive and do that. What the world needs is people who have come alive.” That particular one, when I heard it, stood out to me because I’ve always been someone who had a very strong drive to try to improve the world and the quality of life. For most of my life, the way I did that didn’t make me come alive.

[bctt tweet=”Don’t ask what the world needs. Ask what makes you come alive and do that. Because what the world needs is people who have come alive.” username=”whyinstitute”]

It tapped into that sense of purpose in a beautiful way, but I was running myself into the ground. It was an upgrade in the way that I was holding an earlier understanding of how to be, which was how you live your purpose but in a way that enhances and makes your own quality of life extraordinary. By doing that, you inevitably have more energy and passion for delivering on the goal. It took me a long time to learn that, and in many ways, I still am.

Can you say that again?

Don’t ask what the world needs. Ask what makes you come alive, for what the world needs are more people who have come alive.

I love that. That was good. I totally agree with you, but I’d never heard it put that way. That was awesome. James, if people want to learn more about you, your company, and your products, what’s the best way for them to get in touch with you or your company?

In either case, the best way is to go to Neurohacker.com. That’s where you can find information about all the products, our research, the education, and the best and easiest way to connect with me personally.

James, thank you so much for taking the time to be here. That was super fascinating. I’m going to run up after we’re done and get both of those. I’m going to get the Qualia Mind and the Qualia Life. Thanks for sharing.

Thank you. I enjoyed this. It was a great interview. I appreciate you having me on.

Thank you.

Thank you so much for reading. If you have not yet discovered your why, you can do so at WhyInstitute.com with the code Podcast 50. You’ll get it at half price. If you love the show, please don’t forget to subscribe and leave us a review and rating on whatever platform you are using because it does help to get the word out and help us impact a billion lives in the next fifteen years. Thank you so much for reading. I will see you next episode.

 

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About James Schmachtenberger

BYW S4 36 | Quality Of LifeJames Schmachtenberger is a successful serial entrepreneur, with a lifelong focus on using business and innovation to effect large-scale change for the benefit of humanity. James is the co-founder and the CEO of Neurohacker Collective, a company focused on making groundbreaking products for health and well-being through complex systems science. His areas of expertise include nootropics, anti-aging and regenerative medicine, sleep and fast-paced entrepreneurialism.

 

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Marketing, Media And The WHY Of Contribute With Travis Brown

BYW 35 | WHY Of Contribute

 

Someone who embodies the WHY of Contribute wants to be part of a more significant cause – something bigger than them. They don’t necessarily want to be the face of the cause, but they want to contribute to it in a meaningful way. Travis Brown, the CEO of Mojo Up Marketing + Media, uses his time, money, energy, resources, and connections to add value to other people and organizations. To Travis, to contribute is an equal success. Therefore, the idea of saying “No” falls on deaf ears, or worse yet, it makes you feel guilty. The key to overcoming this challenge is identifying where you can make the most significant contributions and then committing to focusing your efforts on those areas. Tune in to this inspiring episode to hear more from Travis!

Watch the episode here

Listen to the podcast here

Marketing, Media And The WHY Of Contribute With Travis Brown

In this episode, we’re going to be talking about the Why of Contribute, to contribute to a greater cause, add value, and have an impact on the lives of others. If this is your why, then you want to be part of a greater cause, something bigger than yourself. You don’t necessarily need to be the face of the cause, but you want to contribute to it in a meaningful way.

You love to support others and relish successes that contribute to the greater good of the team. You see group victories as personal victories. You are often behind the scenes looking for ways to make the world better. You make a reliable and committed teammate and you often act as the glue that holds everyone else together. You use your time, money, energy, resources, and connections to add value to other people and organizations.

In this episode, I’ve got a great guest for you. His name is Travis Brown. He is the CEO of Mojo Up Marketing & Media. Mojo Up is an MBE-certified, Black-owned, and minority-operated full-service brand marketing agency that is made up of a diverse and talented team of marketing professionals and creatives. Their focus is to tell the story, shape the brand, and guide the marketing future for their clients as they make their greatest impact by using their greatest asset, their own authenticity. Travis, welcome to the show.

Thanks for having me, Gary. I’m excited to talk about how we make this impact in this world.

Where are you now? What city are you in?

I live in Fishers, Indiana, which is right outside of Indianapolis in the gray area of Indiana.

I’ve been to Indianapolis twice and something stood out to me, which was the size of the potholes in the street. I don’t know if that was only when I happened to be there or what but I had never in my life seen potholes like that.

It’s amazing that with all the technology and everything that they figured out in this world, they have not figured out how to fix those potholes to last longer than one season. It’s a heck of a business. I wish I were in that paving business because you never run out of potholes to fill.

For the people that have never been to Indianapolis, explain the size of those potholes.

You can step your whole foot in it. It will ruin your morning on the way to work because if your car hits it, you’re on the side of the road calling your AAA trying to figure it out. They are significant for sure.

Where I was, they were the size of trash cans. They were huge. The whole side of the road was gone. That may have been just when I was there. Let’s go back to your life. Where did you grow up? What were you like in high school, Travis?

I’m from Lafayette, Indiana, the home of the Purdue Boilermakers. I grew up in that era but in high school, I was a three-sport athlete. I would say twelve varsity letters, baseball, basketball, and football, and my life was consumed with sports. It was the first place that I was able to get outside of our family’s poverty, the fact that I grew up with only me and my mom primarily.

To some of the dysfunctional things that were happening in our family, sports gave me a way out. It gave me a place to excel. It gave me a place for people to see me as something that I wasn’t off the court and I liked that. I spent a lot of time diving into sports. I was pretty good. It created a lot of opportunities and probably a more equal playing field for me as I navigated through high school.

BYW 35 | WHY Of Contribute
WHY Of Contribute: Sports gave me a way out. It gave me a place to excel.

 

First of all, let’s stay in high school for a minute. What were you like as a friend or as a teammate? What would people have said about you back in high school?

What was cool is that when you see people in your adult life that say, “You stood up for me. You sat by me. You did something.” Because of my athletic status, I had a level of influence solely because I was an athlete. I wasn’t a very good student but I still had something on the inside of me that never sit right to watch people make fun of other people.

Now, I’m old. This was way before we talked about bullying the way that we do in this environment. I was a kid who was willing to help people and do things that were different because I felt like I was different. I’m a biracial child. I have a White mom and a Black dad. I went to a school of 1,500 kids and there were only five people of color in that entire school. We were different. You then tack poverty into that scenario.

It’s always felt like that outcast outside of sports. I was the kid that wanted to see everybody be good and do it. I was ultra-competitive and that probably drove some of my negative side of me. I was always competing in every way, shape, or form unless it was with my grades because I didn’t compete with those. Outside of that, as people see me now in my adult life, it’s been great to hear him echo, “You’ve always been like that. You have always been the motivational guy and the helper.”

It is right in line with contribute which is what we were talking about. You graduated from high school. Did you go off to college?

I did. I accepted a college scholarship to play at Illinois State where I was going to play baseball and football. I found myself in an environment that wasn’t conducive for me. One night, I packed up all of my stuff and quit in the middle of the night the full scholarship, going to school for free, and living out what my dream was. Before I realized it, there was trying to figure out what to do next in my life. I got a call from Purdue University. They said, “Come walk on. We think you can still play here.”

I did that and I did something that not many people have done in their life. I became a two-time college dropout. When you do that, now you have no education. It was the late ’90s and you were trying to find your way. I was working at the pawnshop and I remember asking myself this question, “How did I get here? I’m not supposed to be here.”

Maybe as a statistic, I was, but not in my mindset. I was supposed to do something bigger, go on, and represent my family in a way that we’ve never been represented, which was a college graduate and a success. I was at that crossroads that every single person gets to in some way, which is, “How do I get out of here?”

What did you do?

Interestingly enough, I connected with some people at the time that were in the Amway business. The one thing that it did for me is it helped me understand the value of continuing education, tapes, books, learning, self-development, and empowerment. I learned how to stand in front of people and speak. It fueled me to go, “I don’t have the traditional path as everybody else, which I never did, but I can still be something.”

BYW 35 | WHY Of Contribute
WHY Of Contribute: Understand the value of continuing education, tapes, books, learning, self-development, and empowerment.

 

It started me down the path of going, “How do you help other people get what they want? How do you help motivate people to see this more in life? How do you take your situation and turn it around?” Unbeknownst to me, that became my life’s commitment to not only helping myself get into a situation that I wanted to be in but helping other people.

Through Amway, you got into personal development and personal growth.

Yeah, because back in the late ’90s, when I was involved in that, it was all about out listening to tapes and there’s just education. It was personal development. How could you get better? It was reading Think and Grow Rich, The Magic of Thinking Big, and all of these books that I’d never wanted to read ever. Now, here I was 19 or  20 years old consuming all of this information and content. It set me up for who I am now.

Isn’t that fascinating? It’s so common to hear that the turning point for people that are not on the right path to getting on the right path is personal growth, being a book.

It’s either a book, a connection, or a person that does it. Nowadays, it’s a podcast or a social media clip that you’re scrolling. You watch it and it touches you. Back then, we didn’t have some of that stuff. It was that book or that person who took a few minutes to invest in you and your thought process and give you that good old like, “You can make it. It’s your choice.”

Did you start with Amway? How were you with Amway and what happened to that career?

It’s funny because I knew I was going to retire a gazillionaire in that business and it didn’t happen that way but it led me to the connections that got into the mortgage business. At an early age, 21 years old, I was in the mortgage business. I had a ten-year stint in that business. It led me to even start my own mortgage company, which I sold, and then I became a VP at a large mortgage broker in Indiana and across the country.

It was at that point in time of my life that I was taking that whole personal development and the training acumen that I developed, but then I had to put my leadership style and stuff to the test. When I was 25 or 26 years old, leading 25 to 30 people in an organization in a sales climate fueled this desire to go empowering people and also create an opportunity for myself to make money as I’ve never made my life before, which is tough to handle. There’s some negativity with that as well but it started me on that path and down the right direction.

You went from Amway to mortgage. You were there for ten-plus years? What happened? Was this right when the mortgage business crashed?

Right before that, I got out in 2007. The reason why I got out was that I love sales training. That was my thing in the mortgage business and I took a bunch of my guys to this sales training. The guy tried to bring people up in front and embarrass them to teach them how they need to do sales training. My guys were looking at me like, “You got to go up there.” I go up in front of my guys. I shut the guy down. We all high-fived and laughed about it but it was that day that I realized, “That’s what I wanted to do.” I just didn’t know if that was possible or how to do that.

That’s what led me to launch my motivational speaking career, which I did spend many years collectively and even now, on the speaking circuit traveling the entire country. It led me to a fun space. I did a passion project on anti-bullying. I became the most booked anti-bullying speaker in the country. All of that was still part of who I am in helping impact people in their lives.

You are continually helping others do better and pushing their limits so that they can have a bigger impact.

That’s the warm, fuzzy version of that, which is all true but I was also battling that entire time, “Who am I? Can I do this?” It’s the imposter syndrome that people often talk about like, “I’m in these rooms. I’m doing this, but I’m struggling financially at different times.” I was working so much in the mortgage business at the time that it costs me my first marriage. It’s understanding that you can have all this money, you can work yourself to death and you can work in a bad culture but that has its lifecycle.

[bctt tweet=”You can have all this money, work yourself to death, and work in a bad culture, but that has its life cycle.” username=”whyinstitute”]

I remember going, “I’m not the pawnshop anymore,” but I’m at another place in my life where I’m going, “How did I get here?” This isn’t where I wanted to be either but I didn’t know because the money which I was chasing, alongside this burn to help people come along with me, was reaching a boiling point. That was a tough time in my life for me to recognize, “Who are you, and when you grow up, who do you want to be?”

Because you found success in business, did it make you immune to all the typical problems everybody faces?

No. It ran me faster right into them. What’s more dangerous than a 25-year-old making several hundred thousand dollars a year who’s never had money, who came from poverty, and who never saw his parents handle money? Now, you go through a new rich phase where you’re buying stuff and you have cars, houses, Rolexes, money, and stuff because that’s what you thought was a success.

You’ve chased it and you want it, but you left so many bodies and baggage behind. You didn’t do it the wrong way like it was unethical, but it wasn’t family-centered. It wasn’t others-centered. I was helping people to get what I wanted and to get me to a point where I was successful. That’s where a lot of people chase success.

Zig Ziglar may have had the right mindset, which was, “If I can help as many other people get what they want, then I’ll get what I want,” but that gets misconstrued a lot to manipulation to get you to do what I need you to do for my own benefit. Before you realize it, you’re in a spot. You’re making money, but you’ve had to sacrifice. Everything that you said was valuable.

People do this all the time. They say, “My family is my number one priority,” but you don’t see any real resemblance to that. Growing up, my dad was a great guy. He was a better dad to me than his dad was to him, but it wasn’t very good. My mom was doing the best that she could, but I didn’t have a lot of those examples of understanding money in its place, also, people in its place, and how to save, value, and do things that I’ve never been taught. There I was, short of 30 years old going, “This is not what I thought it was going to be,” and having to make another major decision at that time.

What was the turning point for you? Take us to that moment when you said, “This is not it?”

It was right at the crossroads after I talked about that training incident where I had to decide what I want to do. I knew that the mortgage could provide money, but it wasn’t fulfilling for me. I left that behind to go chase my dream of being a motivational speaker. It was a long, hard road of going from making a lot of money to trying and figuring out how to build a business and how to learn the skill. I was traveling all over the place.

Now, I was speaking and training, but I was developing something. I was creating an opportunity for myself. Before I realized it, I’m like, “This is where I was supposed to be.” All of that failure and I’m a big believer that failure gets you places. All of those setbacks, hard knocks, and poor decisions have all brought me to this place where I get a chance that most people don’t get and that’s to rebuild it the right way.

What was the best part and the worst part of being a motivational speaker?

The worst is easy. It’s the travel. I joke with people and I say, “You don’t pay me to speak. You pay me to travel.” You come to my house on a Saturday afternoon. You bring in your whole team and you show up on my backstep, but I’ll talk to you for 30 minutes for little than nothing. If you want me to leave my family, get on an airplane, travel, stay overnight deal with TSA and all that stuff, and be gone, you’re paying me to travel.” That was the worst part.

Also, the loneliness of that too, because it’s not that glamorous. I can think of all these wonderful places where I got to go by myself without my wife or my kids. That was never glamorous, but the most beneficial thing is this. I almost think almost every motivational speaker would probably echo this if it’s about the one. What you quickly realize is when you walk into a room with an audience where there are thousands of people or hundreds of people and you’re giving everything to it.

You know you can’t change everybody. You can’t inspire everybody no matter how great your message is, but there’s always one. When they come up to you afterward or you’re down the road, several years. They were the ones that, in my world, were thinking about suicide. They were thinking about walking away from a marriage. They were thinking about, “How can I go on?” They were thinking about they were not good and valuable enough.

[bctt tweet=”You can’t change everybody. No matter how great your message is, you can’t inspire everybody, but there’s always one.” username=”whyinstitute”]

Through my transparency of my own failure, encouraging people to do what they never thought they could do, became this badge of honor for me to say, “God didn’t do all that stuff to me. He was trying to do it through me so I could help other people on the other side.” Once you realize that, you feel so on fire for the purpose that it drives you to leave your family, get on those planes, and go do that for years.

You did that for ten years. What was the turning point to say, “I’m done being a motivational speaker? Off to my next thing.”

I have three beautiful kids and I have an incredibly beautiful wife who loves and have supported me through all of this in the last few years. My oldest was getting to be in late middle school or freshman high school. I have two littles. I had this epiphany one day and this is about my oldest, more so than my two littles but I’m like, “I don’t want my kids to look at me and be like, ‘My dad was amazing. He was out there trying to save the world, but he was never home for me,’” and that hit me.

She didn’t say it that way but because I had to leave so much to go help other people and to speak. I became enamored by the fact that I was on CNN, and headline news and speaking everywhere. I’m getting to do a lot of cool things making an impact but the one thing I said when I rebuild this is, “I’m going to do it right.” I felt like there was too much sacrifice for my family.

My wife was feeling like she was doing a lot on her own. She’s an executive herself. It was a crossroads and I was tired, I was worn out but my challenge was, “I know this is part of my purpose.” I’ve got too many people’s lives, thousands of people’s lives that’s been changed. How do I stay committed to that but not have to leave my family? The one thing you learn quickly about the motivational speaking business is that you better be a good marketer or you will starve.

It doesn’t matter how great your message is, if nobody hears it or knows you exist, they can’t book you. They can’t give you a check and all of a sudden, you’re broke and you can no longer do what you’re purposeful for. I had developed a lot of marketing skills. I had hired coaches. I decided I wanted to transition out of that.

A couple of my buddies had a mortgage company. I went back to the mortgage business. I used now my marketing skills to help them build a division that was super strong in the Indianapolis market. I didn’t have to travel very often. I got to do what I love, which was still helping people and helping stories and I got to be local. It was a perfect storm coming, “This is why you’re supposed to be here at this point in your life.”

Is that when you went on to start a Mojo Up?

Yeah. I did that for three years, working for them, and decided, “I wanted to tell stories.” In June 2019, I left and started Mojo Up Marketing & Media. A few months later, we were right in the middle of a pandemic, which I had to shift and try to figure out what does that mean. We had a video team. On March 1st, I hired a video production manager. I hired a CMO and a head of graphic design on March 1st and 18 days later, we were all shut down. I was trying to figure out how to make this all work.

How did you make it work?

Probably the word outside of COVID for 2020 and 2021 was pivot. You had to learn how to pivot. You had to say, “What can I do?” We did a bunch of virtual stuff and at that time, I still was speaking some, but not very often. I was speaking to sell our company or to pick up some checks while I was building the business a little bit but I have to go back to virtual. I learned how to build a strategy for people and people were trying to figure this out. “What do I do and how do I pivot?” We became a great arm for so many people to do that.

2020 was tough. 2021 got things rolling. Now, fast forward, I have ten full-time employees. I have three part-time employees. We have a 5,000-square-foot office here. We work with major brands to build and market them. It’s been a journey. When I look at it, Gary, all those things that I did all those years were just building blocks for what I do now, which is to help people tell their stories through authenticity so that they can make their greatest impact. Every person you meet is different, but whether it’s a non-profit, a corporate entity, or the city, they all have a purpose for existing, and we get to be a part of telling that story.

BYW 35 | WHY Of Contribute
WHY Of Contribute: Help people tell their stories through authenticity to make their greatest impact.

 

When you say you help people tell their stories through authenticity, what do you mean by that? Give us an example of what you mean.

When you sit down with somebody, a lot of times it’ll take people 20 or 30 minutes to try to get out like, “What problem are you solving? What makes you unique? What’s your proven process?” It is super important to articulate that brand value. We have a thing called a Brand Blueprint, where I sit in a room and I figure out what that problem-solving statement is. That’s all the content that we create and that we use in marketing that we help people understand and develop so they can use it to grow their business.

Whether you’re a coach, an author, an entrepreneur, or whether you’re in the corporate realm trying to figure out the DEI space, all of them are still struggling with that same thing, which is, “Who are we?” When I sit in a room with people, it’s easy for me outside and this is part of my own gifting. I would say, “God gave me two gifts. One is standing on the stage and speaking to people and the other is sitting in a room and figuring out how to build a strategy that helps people.”

When you put it together and people hear it, they see the light bulb goes off and they’re like, “I can say it that way. I’ve been struggling to share that.” The other piece of that is, as a speaker, the more authentic you are and the more vulnerable you are, the more people love you. The more they engage with you. The more real that experience is. I learned that through speaking. Now, I’m working with brands and not only personal brands but companies to go, “Let’s unpack your authenticity so people can see how amazing you guys are.”

[bctt tweet=”The more authentic you are, the more vulnerable you are, the more people love you, the more they engage with you, and the more real that experience is.” username=”whyinstitute”]

For those of you that are reading that know the Why.os, Travis’ why is contribute, but how he does that is by making sense out of complex and challenging things. Ultimately, what he brings are simple solutions to help people move forward. It tells us that you want to help people have a bigger impact by helping them understand who they are and deliver it in a simple way where other people get it. Does that feel right to you?

100%. In our world, we put brands in front of everything. It makes it sound better, but brand identity is like, “Who are you at your core?” We have core values as do many people, but most people don’t operate within core values. The reason why they’re called core is that it’s supposed to be who you are at your core. You hire, fire, reward, and punish for that. Everything is about that and building a culture. Some people have done a good job at that. The world just doesn’t know it.

Therefore, because the world doesn’t know it, they can’t monetize it financially and they can’t build a culture that can do bigger and better things because people aren’t attracted to that. A real thing that companies are struggling with is how we do that. How do we find that space? Especially now, what we help companies a lot is in attracting talent. There’s a war on talent, as they say. Your story is paramount to being able to attract that good talent. We can touch it in a lot of different ways, honestly.

How important is it to have the words to be able to articulate what makes your authenticity?

The best way I can explain that is, first of all, it’s super important and almost essential. I know that because when I use the wrong words with my wife, it doesn’t go very well. I’m like, “That’s not what I meant.” She’s like, “That’s what you said or you didn’t say.” We all know that context. If I say it well, people resonate with it and they want to be a part of that. When we don’t say it or we say it wrong, you get the opposite. People begin to repel to who you are or how you represent.

One of the things I learned in my tenure of growth was this. I don’t believe you should compartmentalize your world. This is my own philosophy. That means the same Travis Brown you’re getting on this show is the same one that’s going to walk right out into his office with my team or go to have dinner with my wife, my mother, my kids, and my buddies. I’m that guy all the time.

The reason why it’s so important is that in 2022 and 2023, in this era that we’re living in, the difference is that people don’t want to buy companies without knowing who they are. We will not buy something because of what the company stands for or we’ll buy a lot more because of what the company stands for. That’s why in this environment, being able to articulate what that is, is so important to the success or failure of your business.

You walk people through a process to help them understand what they stand for at their core and then help them articulate it in a simple way where others get it quickly and can make a decision whether I like you or I don’t like you. I want to do business with you or I don’t want to do business with you. I resonate or I don’t resonate.

Let me give you a little clarity there. Most people already know who they are. They’re living it, but they don’t know how to articulate it in a way that other people go, “That’s what you do. That’s who you are. I had no idea.” There are people sitting next to you in rows in church, in baseball and softball games, or in transit and they don’t know who you are and what you do, and how you can help them or other people.

There are so many businesses that if they did a much better job articulating that through their design or videos that ultimately show up on their website, social media, or media buy. When they’re able to put that message in front of people and people can consume it, it’s like, “Yes, I want to work with you. I want what you have. I’ve been looking for it. I just didn’t know that’s what you did.”

The right message gets the right response.

Let me say this. One of the things that we can take and what President Trump and every president taught us is that you still only need 51% of the vote. This isn’t even a political statement. This means that you need to know who your audience is and you have to appeal to your audience. When you get your audience to know who you are, whoever that is, it doesn’t matter if the other 49% doesn’t like you or doesn’t engage with you.

Now, I’m not a proponent of making them matter or doing bad things to them. I’m simply trying to point out to people that when you understand your authenticity, it’s okay to say, “Here’s who we are. Here’s who we want. Here’s what we don’t want.” When brands start to do that, does it propel them into greater success by owning who they are and not worrying about who they’re not?

I bet that’s scary for companies to dive into because they want to focus on what we’re doing here. We don’t want to know why we’re doing it or what we are at our core. Let’s talk about our product over here.

They’re like, “Can we get to the end result?” I’m like, “Yes, but let me tell you how we get there. We got to do this strategy thing, then we’re going to do some design stuff and we’re going to have to shoot some video around it. We’re going to craft this message and then we’re going to put it on your social and on here and tell the story.”

It’s not an overnight fix. If you’re trying to get out of this or you’re trying to even, “We’re doing good. We want to go to great.” There’s not an easy button to push that just allows you to get there. One of the things that good companies do is understand their niche. When you understand your niche, it allows you to double down on a specific thing that allows you to be known for that and people can embrace that a lot more than if you don’t.

It sounds like you use the story quite a bit. Why so?

If you think about what Walt Disney said many years ago, “A picture is worth 1,000 words.” If a picture’s worth a thousand words, a video with a great story is worth 1 million. It’s a culture that we live in. We want to understand the narrative. We want to understand who somebody is. We want to understand what a company believes. We want to feel it. The movie industry has been a gazillion-dollar industry for all of our lives and what do they do? They tell stories.

[bctt tweet=”A picture is worth a thousand words. And if a picture’s worth a thousand words, a video with a great story is worth a million. It’s just a culture that we live in.” username=”whyinstitute”]

For years, on an individual and a company level, we felt that’s not our job. If we make a great product or service, they will come. I’m telling you, there’s been a lot of people that built it and they didn’t come because it’s the story around it. If you think about the movie business, here’s the power of the story. Most of the time, we go watch movies based on a trailer. It’s in 1 minute and 30 seconds, a version of this movie where they capture the who, the what, the where, the why, and the suspense.

It’s drama filled and action-packed but you’re compelled to say, I want more of that. You then go give them your $22 for you and one person to go get tickets to a movie and some popcorn to be able to see it all but that story. That’s the articulation of a story that’s compelling and that gets people engaged. One of the things that are an obstacle for people, and this is what I dealt with when I was motivational speaking, is they don’t believe they have a worthy story to tell.

Do you have to work with them on figuring their story out?

Yeah. Because most Americans in general, we’ve grown up in this ideology that we don’t want to be arrogant. We don’t want to brag about ourselves. Most of us have been raised on that and marketing feels like a lot of people bragging about themselves. It’s counterintuitive for them to now create a campaign. That’s why it’s very difficult for people to do their own marketing because I’m going to look at you and say, “This whole White thing, you got to do this and this with it.” You’re like, “I don’t want to feel arrogant. I don’t want to feel boastful.”

I’m saying, “I don’t want you to feel that either but if the world knows about it, they’re going to engage. They’re going to be on board with it.” We got to convince people many a time that it’s a big component of this thing. I’m using this phrase, “telling this story,” but it’s giving people some understanding of who you are and what you do, and why you do it.

I had on the show a gentleman who was voted the number one marketer in the world. He told me, “I can help anybody with how to brand and market their business, but I could not figure out my own. I had to hire somebody to come work with me. I felt like a loser.” He said, “I’m supposed to be the expert and I could not figure it out for myself for the life of me,” and that’s just the way it is, right?

100%. For any of your readers that have kids, people that get kids that get it, or even a spouse. You can tell your spouse something all the time and it’s like, “It doesn’t resonate as hard as when somebody else does. I think that’s where we all live. I take myself through the same process that I take everybody else through.

My coach taught me something a long time ago. He’s like, “You got to be Mojo Up that’s talking to Travis Brown on what you need to do. You can’t go in the mindset being, ‘I’m Travis Brown trying to talk about myself in the third person and come up with a narrative. It will feel too awkward for you to do that.’” Most people have to hire an outside company, even the best of the best. I’ve done it in spots where we’ve been stuck to help them think through it but here’s the thing.

We get that in almost every other realm. That’s why we hire a coach for our kids for sports and somebody that’s doing our weight training and somebody to do like X, Y, and Z. There are people that are called and have a high level of skill to do something very specific that can help you. I wish more people were willing to tap into that and say, “I’m not good at this. My philosophy is, ‘I call it, pay the man or woman to do something way better than I could.’” If I’m doing it, I’m going to jack it up. It’s not going to work right and then I’m going to have to pay them anyway after I’ve already messed up.

BYW 35 | WHY Of Contribute
WHY Of Contribute: Some people are called and have a high skill to do something very specific that can help you.

 

Tell us about the name Mojo Up.

Mojo came from when I was speaking. I had established this whole idea around the things that “It” leaders did. I felt like there were leaders. Some leaders had “it” and some people leaders didn’t. I didn’t want to go around and build a whole business off of speaking around it factor so I called it the mojo factor. I had these factors of what great leaders did that others didn’t and great cultures had that others didn’t. That then became the basis for that.

It’s funny because I used to speak all the time and one old lady in the front row of one of my public seminars one day is like, “Hey, Mr. Mojo Guy.” Another lady did it and I thought, “Huh.” That was the formation of Mr. Mojo, which was part of my speaking persona. That then rolled into our company of Mojo Up as speaking, coaching, and consulting. When I went into marketing, I was thinking, “What am I going to call my marketing company?” I thought, “Why would I change exactly what I’ve already called myself and the brand for the last few years?” We stuck with Mojo Up.

Who would be an ideal client for Mojo Up? For the people that are reading, who would you like to have connected with you? What companies?

We do three main types of services that connect with people. One is more of the small business brand refresh. You’ve started down a path. You’ve been trying to do some stuff. You’re successful and you may be doing well, but now, you’re ready to go to the next level. You realize that the logo that you initially did on Fiverr is not enough or the design that your brothers, uncles, or sister did something for you is not enough.

By enough, I simply mean you’re going after accounts now where people are like, “You got to be on point and your stuff has to look great.” It’s the same thing with video, your social media, and your website.” We come in. We build that strategy and we turnkey all of it and say, “Here’s a refresh of who you are, what you do, and how well you do it.” That’s client number one.

Client number two is more of a mid-market with the corporate side of things. Now, you’re talking corporate and C-Suite executives that are probably going, “We have a story to tell, but we can’t figure out how to tell it.” You see a lot of this. For us, it’s in the DEI area. We spend a lot of time helping people understand how to track that talent, how to create that culture, and how to crystallize it so that people go, “I want to work there. I want to be a part of that.”

We have a whole group of diverse and talented team members and we’re very diverse in the way we look, the way we think, and the way we operate and age. We’re able to tell a client’s story not because Travis Brown is great but because Travis Brown has a team of people that are great that have so many different vantage points that we can come together and build that messaging. The second one is the enterprise-level type of client. The third one is individual services. We have people that go, “I need A.” It could be a logo. It could be a podcast show created. Whatever that thing is inside the marketing realm, we have the ability to turnkey that solution for you.

You have tapped into the power of diversity.

When people talk about diversity, it means a lot of things to people. For us, I wanted to build what I wanted the world to look like. We have a lot of racial diversity that’s visible to the eye where people can see that. We have some religious diversity that was very new to me to embrace, very male-female diverse. Our youngest is a recent college graduate who’s phenomenally talented. We got 50-plus people in there. We have experience differences. If I go down the line, I could check all the boxes at some level and say, “We have this diversity, but why?”

[bctt tweet=”People talking about diversity means a lot of things to people.” username=”whyinstitute”]

It matters to our end clients and they’re trying to figure out how to market to all of us. If it was only me times ten sitting in a room, I’m so limited in thought and perspective that I can’t be as good as anybody else. If I don’t have people that come from my background, the poverty, the driving of money, we have all of those things. What that means to our clients is that you have somebody that gets you, but equally as important, gets your clients and could help you connect and engage.

I don’t know if this is a fair question or not and I don’t even know if you want to answer this question or not, but it popped into my head because of the way you described diversity. Would you be able to tell which type of diversity has been the most beneficial or most helpful for your company? Has it been racial diversity, age diversity, or education diversity? Is that a fair question? You can say no if it’s not. That’s okay.

It’s a fair question because people have it. That’s what makes it a fair question. I don’t think we could pick any one of those to say it helps us create value outside of here. The easy answer is that our racial diversity is what brings the attention. Number one, we’re a Black-owned marketing agency. We’re the largest Black agency in Indiana. We have thirteen people. We have six Black males. Six Black males don’t probably exist in many companies in Indiana alone, let alone in size of 13, 2 black females, 2 people of Asian descent, and White. That is a visual makeup. We have a gal who’s Muslim, so just by her outer appearance.

Those things create buzz around people looking at us and can noticeably see that diversity. What I’m more excited about is yes to that because it doesn’t exist, but secondarily what that means. That means we bring such an array of different thoughts that ultimately is what makes our product that we put out so different than the people that we’re competing against in our market.

BYW 35 | WHY Of Contribute
WHY Of Contribute: We bring an array of different thoughts that ultimately make the product we put out so different from the people we’re competing against in our market.

 

It’s interesting because diversity has a different meaning for so many different people. For some, it’s a positive. For some, it’s a negative but the way you explain diversity was positive in the ability to think, see, and connect differently. Sometimes, you don’t get that definition when you’re talking about high schools or middle schools. It’s a forced diversity versus, “We wanted to have different perspectives, opinions, and insight. I don’t know everything. I got to see it from different angles.” I like the way you talked about it.

There’s so much scarcity around this conversation and transparently, if you’re in a majority, I understand some of that thought process of like, “What is this going to mean for me and what does this do?” Our campaign in 2020 and 2023 is called diverse and talented, not diverse or talented. So many people had this mindset that if I’m choosing diversity, then that means I must be choosing less talented and it’s not the case. It’s “and.” It’s about being able to have both.

However, for people that had to look around and do that, sometimes it creates a little bit of fear. Sometimes that creates some unknown. Where our world is going, we have to be more receptive to things that are different. We’re starting to do a better job with diversity. The real scary thing for people is equity. If you’re talking DEI, the equity portion is, “Are we willing to provide different sets of resources for different people to get them all to be at their best?”

The hardest shift that we’re still seeing is because we think equality is the answer, but it’s not. It’s about equity, which means, “I may have to do things.” As parents, we know this. If you’re a parent, you already know this. I’ve got three kids. There’s no equality to it. It’s equity because this one, I have to do this for. This one, I do something different for, and this one, I do something completely different to get them all to the same exact level. That’s what we’re saying in the workplace. That’s what’s going to take to create opportunities to make the biggest impact and change our world.

If there are people that are reading that want to get ahold of you and want to follow you to learn more about Mojo Up, what’s the best way for them to connect with you?

It’s easy. It’s MojoUp.com. It’s our website, but it’s also all of our social media handles. You can reach out to me at TravisBrown@MojoUp.com. Feel free to email me. If people go and they start to watch what I do on LinkedIn, watch our Instagram and see some of the things that I’m putting out, there are two things I would tell people. One is to figure out if you can do that yourself. If you can do that yourself, then you do not need me or our team. Secondly, if you can’t do it yourself, then the question becomes, what would it look like if I hired Mojo Up or somebody like us?

Travis, thank you so much for being here. Talking with you reminds me of the quote from Steve Jobs, which is, “You cannot connect the dots looking forward. You can only connect the dots looking back,” and you’ve talked about that a lot. There are so many things that happened to you. You didn’t know why, but now that you are where you are, you can look back and say, “That’s why that happened.” You’ve come an amazing way and I love what you’re doing. I’m looking forward to staying in touch and following you.

Thanks for having me, Gary. I want to encourage everybody that you can make it. You can do it. You can be it. I’ve always loved helping people achieve things that they didn’t think were possible and although I may not be the one to lead you to it, there’s somebody in your sphere of influence that can help you get to where you’re going to go. You got to ask and then you can get there.

[bctt tweet=”You can make it. Do it. You can be it.” username=”whyinstitute”]

Thank you, man. Thanks for being here.

Thanks for having me.

It’s time for the segment, Guess Their Why and this is a person that some of you are going to know and maybe not all of you are going to know. His name is Joe Polish. I met him at an event that I was speaking at. He was speaking there as well. We got a chance to sit and talk, but I didn’t know a whole lot about him other than I knew he was a good marketer.

He wrote a book called Piranha Marketing, but I found out after the fact that he is known as being the most connected person in the world. He knows everybody. He is good friends with everybody and it turned out that a couple of days after I met him, a movie came out about him and it was called Connected. The book Who Not How was written about him in the power of knowing people and connecting with people.

I did send him the Why.os discovery so we will know his Why.os but I’m going to guess. If you know him, then you’ll appreciate it but I’m going to guess that his why is to contribute. To contribute to a greater cause, add value, and have an impact on the lives of others because he cannot help himself from contributing to others’ success. When we were having lunch, there were other people at the table with us and he almost went around the table and tried to figure out how he could help everybody. He wants to help and he’s very much about giving. Be the giver. Give First. I believe that his why is going to come back as contribute.

I’ll get back to you and see if you know him. I’d love to hear what you think, but soon in the next couple of days, I’m going to know and I’ll be back and let you all know what I came up with. If you enjoyed this episode, please make sure that you leave us a review on whatever platform you are using. If you’ve not yet discovered your why, you can do so at WhyInstitute.com and use the code PODCAST50. Please go to whatever platform you are using and subscribe. Leave us a review because it’ll help bring this to more and more people. Thanks for reading. I’ll see you next week.

 

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About Travis Brown

BYW 35 | WHY Of ContributeTravis Brown is the CEO of Mojo Up Marketing + Media. Mojo Up is an MBE certified, black-owned and minority-operated, full service, brand marketing agency that is made up of a diverse and talented team of marketing professionals and creatives. Our focus is to tell the story, shape the brand, and guide the marketing future of our clients as the make their greatest impact by using their greatest asset – their own authenticity.

 

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Podcast

Coach Elevation And The WHY Of Better Way With Mitch Russo

BYW S4 34 | Coach Elevation

 

Do you want to take your coaching program to the next level? Mitch Russo joins us again with his latest book, Coach Elevation: The Step-by-Step Guide to Elevating Coaching Sessions To Improve Results, Elevate Your Brand and Create Prosperity. Mitch is responsible for the SaaS platform ClientFol.io, designed to manage your entire coaching company as a single or group of coaches. In this episode, he chats with Dr. Gary Sanchez about how you can use these tools to elevate and improve your program. Beyond that, the two also discuss Mitch’s WHY of Better Way and the importance of understanding your purpose before pursuing any venture. Tune in for more meaningful lessons and practical insights.

Watch the episode here

Listen to the podcast here

Coach Elevation And The WHY Of Better Way With Mitch Russo

In this episode, we’re going to be talking about the why in a better way, to find a better way in sharing. If this is your WHY, then you are the ultimate innovator. You are constantly seeking better ways to do everything. You find yourself wanting to improve virtually anything by finding a way to make it. You also desire to share your improvement with the world. You constantly ask yourself questions like, “What if we tried this differently? What if we did this another way? How can we make this better?” You contribute to the world with better processes and systems while operating under the motto. I’m often pleased but never satisfied.

You are excellent at associating, which means that you are adept at always taking ideas or systems from one industry or discipline and applying them to another with the ultimate goal of improving something. In this episode, I’ve got a great guess for you. I’ve had Mitch on before and the last time we talked, he was in the process of making some cool software and writing a book and so I thought it would be perfect for our audience. Here is Mitch’s bio.

Mitch Russo started a software company in his garage, sold it for eight figures, then went on to build a company to over $25 million with Tony Robbins and Chet Holmes, nominated twice for Inc Magazine, Entrepreneur of the Year. Mitch’s book, Power Tribes: How Certification Can Explode Your Business, helps readers create new business divisions using high-performance certification programs. His software for coaches, Clientfol.io, fills a void in the coaching software marketplace by helping coaches make their clients more productive with goal tracking and accountability. Mitch’s newest book, Coach Elevation, blueprints his process for helping clients find their true purpose and connect that to their true mission, which accelerates progress in both business and life. Mitch, welcome back to the show.

Thank you, Gary. It’s great to be back. I love continued conversations.

The last time we left off, you’d already done a whole heck of a lot of stuff, and we could go on and on about your bio, which we did last time. Since then, you’ve now launched a software program. You’ve written another book. Dive in. Which one would you like to talk about first?

I’ll talk about the origin and why I decided to create this software product. What was happening is after my Power Tribes book came out in 2018, my life got very busy. I started building a lot of certification programs. People read the book. They got excited about building their own and I started creating more programs for people, which is always fun to do. What started to also happen is that my coaching business started to grow. What I found is that it was time for me to put my big boy pants on and buy some software that manages a coaching business.

I basically went around and I did surveys to see what products were out there. I tried five different products, each with big promises. I found them to be woefully inadequate for my needs. I’m sure they’re good products in every other way but for my needs, which was basically easy to learn, easy to use, low cost but still very powerful around goal setting and accountability tracking. A lot of my success with my clients comes from holding them accountable.

Instead of saying, “Accountability could be easy. Let’s ask them how they’re doing.” That’s not accountability. We get very granular. In fact, we set numeric goals with every client, usually up to six. We track those goals sometimes every day. We put them into a dashboard and then we create graphs and chart to show people the progress they’re making. In fact, this became so popular that we extended the software and created a portal for our clients to log in, enter their own data and see their own graphics and charts so they could see what was going on all at once.

I started this project in 2019. It came to life with its very first version in 2021. Since then, it’s had two major revisions. In the last revision, I started to realize that I was using a process. Almost unconsciously, I’ve been using the same process for the last five or six years. I’ve refined it since I discovered the WHY Discovery. The WHY Discovery, for me, was the missing component to make this whole thing work.

It started to become such a big part of what I did with the client that I decided to explain everything in a book. I wrote a new book. It’s called Coach Elevation. The book itself is a blueprint about how to successfully run a coaching session with the purpose of discovering a client’s true purpose, connecting that through their WHY Discovery to their true mission. Now, what does this do? What this does is it changes the nature of the engagement.

BYW S4 34 | Coach Elevation
Coach Elevation: The Step-by-Step Guide to Elevating Coaching Sessions To Improve Results, Elevate Your Brand and Create Prosperity

 

Number one, it emotionally opens a person very quickly. I did the first session with a new certification client. She broke into tears 25-30 minutes into the session because, for the first time, she felt what her true mission was. Later, as we took this a little bit further and she told me what her why was because I had her take the discovery before. Now all of a sudden, it was very clear what her entire business was dedicated to doing. Before that, it was an enterprise. Now it is a life mission. It changes everything. She’ll move faster, work harder, be more successful and be more motivated to finally get that done. That’s what I’ve been up to, Gary.

Let’s go back for a minute. When you say your coaching business took off, who do you coach? Who’s your ideal coaching client? What clients are you talking about?

With certification, I coach SaaS companies. I coach training companies and other coaching companies as well. The whole idea is they have intellectual property that they are able to create a transformation in others. The thing is that if you could show someone else how to create that same transformation, then in effect, what you’re doing is you’re creating a scalable license model that will allow somebody to take this information, teach it to others and help them get clients and hare in the upside or the revenue that comes from those clients. We certify them in that process.

What that means is that when I work with the certification client, what I’m doing is I start with the process I described earlier, which makes everything go much easier. At that point, we’re building a business plan around the idea that we’re going to have a certified coach or a certified consultant network. From there, we build out the marketing system for that, then the sales system for that. We start to create the infrastructure on how we bring through students, if you will, into the system, into the pilot. We call it a pilot, the very first one.

We train them and we get them to be successful. We work with them one on one. We even engage with them while they’re working with clients to make sure that that first batch of graduates has business success and rapidly. The reason we do that is because what we want to do is we want to take those testimonials and we want to bring the next group through. That’s how we do it. It’s the early adopter rule. The tip of the triangle, tip of the pyramid. The early adopters go first and then once they get results and those results can be shown to others, now everybody wants to do it. That’s the theory behind the way we do this.

Your ideal client will be a coach or coach organization that has a process that they want to help other coaches use to better serve their clients.

Right, but there’s a wrinkle here. The wrinkle is what we want to do is we want to create a recurring revenue model on several levels. Before, you could buy coach certification from one of many very smart famous coaches and you’ll pay anywhere from $5,000 to $18,000 for that certification. What you generally get is a beautiful 8×10 certificate that’s suitable for framing right behind you on your Zoom window but generates no money.

Here’s what we know about coaches. We know coaches love to coach. They’re smart people, empathetic people, but they’re lousy salespeople. They’re sometimes not very good at marketing themselves. They may be good at helping others market, but they’re not very good at marketing themselves. We take over. When I say we, I mean the company that I’m consulting with. We build a marketing and selling system for the people that they certify. Now, what does that do? Number one, it puts enough revenue in their pocket, so we’re usually delivering between a 6X and 12X ROI on what they paid for certification year after year. That’s one stream of recurring revenue.

[bctt tweet=”We know coaches love to coach. They’re smart people, they’re empathetic people, but they’re lousy sales people.” username=”whyinstitute”]

How do you build a marketing and selling system? What does that look like? Give us an example of something what that would be like.

Let’s take the average company and we’ll use your company, for example. Let’s say that you have a database of email addresses and names. Let’s say a percentage of those people are actual customers who paid you money. I’m going to guess it’s somewhere hovering between 5% and 8% of your database has paid you money, which means somewhere between 95% and 92% of those folks have not paid you money. Nonetheless, they seem to be resistive to all your charms and all your wonderful emails and all your videos.

What do we have? We have people who know you, who probably like you and even trust you but they still haven’t made a decision to work with you. Now what we do is we train people to do what you do, to duplicate your transformation, the ability that you have to transform another human being or particularly a corporation in this case. Once we teach them how to do that, we then build a business model that says, “We’re going to share our prospects with you. We’re going to put that inside of a CRM system and we’re going to give you access to that CRM system. In fact, we’re even going to create all the emails for you. All you got to do is sit down every morning and basically run the system with the new leads that you received.”

If you do this, then the system will start to make offers to the prospects, but a better offer than before. Here’s what the better offer looks like. Bob, you probably remember when Gary offered you the WHY Discovery and you loved it. You thought it was great, but for some reason, you didn’t pull the trigger. I am a WHY Discovery coach. My job is to make sure that when you take your WHY Discovery, I work with you one-on-one for free to see and make sure that you implement this into your life and get everything that we intended when we created this amazing tool.

If you like, we can offer you a small discount or we could set you up with a free call after you take the discovery. We could explore how this can benefit you, build your business, and grow your relationships in ways you never thought possible. That’s better than the offer you made over the past several years. Why? It’s because a live coach is willing to do this for free. Why would the coach be willing to do that for free? I think it’s an obvious answer. They’re looking to build relationships. They want to start working with people they haven’t worked with before so that they can help them in their lives.

Our statistics show that about 25% of the people who get a free or a few free coaching sessions will then go on to buy coaching because they found it to be so valuable that they don’t want to give up their coach. If that coach has any form of a personality at all and has a lot more to offer than what was offered for free, there’s a good chance that business relationships can go on for many years. It can involve the base company too. Meaning they can involve you are the WHY Institute and why? There are so many other things WHY Institute offers.

That coach can also have those as part of what they offer so they can get a commission. That’s another recurring revenue stream on whatever they sell their coaching client. They can earn money on the coaching itself and they can even share that money with the company because the company gets to set this up. The third thing is that in 2023, we bring them into a big room called the Symposium and we do a three-day rah-rah event and we reveal some new tools and get them all excited.

When they go out for the next 90 days, you’re going to see a huge bump in revenue coming from new sales and they pay for that as well. All of these recurring revenue streams start to stack up. By the end of the third year, you’re typically dealing with several million dollars of profits from a certification program if it’s done right and if it’s done with the proper scale. That is what my book is about. That is what I consult on.

That is why I needed software to help me make sure that when somebody engages with me. I’ll be honest, Gary, it’s not cheap. When someone engages with me, I have to make sure that they get the ROI on what they paid me. The only way I can do that is if I hold them accountable. I don’t mean casual accountability. As I said earlier, I want numeric accountability. I want to know how many prospects came in this week. I want to know what they did specifically to cause that and can we duplicate that next week? That’s what my goal is. That’s the software I could not find. That’s why I had to build it.

You went out, tried out five or so different other software looking for what you needed to be able to get that accountability. It didn’t exist, said, “I’m going to make my own something that I would do as I’ve done myself. It’s a better way thing.” For those people that are reading that are trying to do something similar. How the heck did you go do it yourself? What was that like for you?

For me, it’s something I always do. Gary, you’re the same way. I start things all the time and I get excited about things. My challenge sometimes is staying focused long enough to see it through to fruition. When I started this project, it was back in 2019 and I had a serviceable beta about a year later. At that point, I showed it to some people. I gave away a few seats for them to try. The enthusiasm was so dramatic that I was motivated to keep going.

I started by building a great team. That was step one for me. I needed a great team in order to create the product. I already knew the right people and I was able to put this team together. I put this team together for the long haul. This wasn’t like a contract job you pick up on Guru.com or something. This was a real team that I knew I would be able to stay with or they would be able to stay with me over the long run and bring this product to fruition and so far, we’re our third year together. We’re doing great.

The team is incredibly brilliant. Part of what I offer is I want them to participate. I build participation and for them as well. What that does is it energizes them to want to do better. My job at this point is to use my network organically to market the product first while improving it. It took months to get it to the point where it is now. As it improves, as it gets better, I use my organic network to do that. We’re about to launch a fairly sizable paid ad program because now I think we have traction at this point. It’s time to start taking advantage of that. You don’t want to let that slip away when you hit that inflection point.

Tell everybody again the name of the software and what it does differently than everybody else.

The name of the product is called ClientFol.io. I was trying to be cool like the cool kids. I said, “That’s why I picked the IO extension.” You could also go to GetClientFolio.com if you forget the IO thing. There are two URLs. Either one works and takes you to the same place. When I looked at all the other products, what I discovered is I started by watching hours of training videos.

I don’t think of myself as having a super long attention span doing things I don’t like. I have a good attention span doing things I love, but when it comes to things I don’t like, not so much. I was sitting there trying to s slug through these videos and I couldn’t handle it. I hated it. Here I am trying to figure this out and I finally power up the software after studying videos for two or three days. I load my client list.

The first thing it did, which was super embarrassing and difficult for me, was it started sending emails to my clients without me authorizing that. Immediately, I completely shut the thing down. I said, “This got to go. I can’t deal with this.” I tried another one. The other one I tried was what I would call a kitchen sink product. It had every possible imaginable component that someday you ever might want. It was like $395 a month to use, which I thought was outrageous. Even though I could afford it, that’s not the problem. I also now realize that I’m going to have to learn all of this stuff that I probably won’t need or want. I put that one aside.

I tried one of these other very low-cost ones that were even cheaper than what we were offering our product for. We only sell it for $29.97 per month. I found products that were cheaper than that. When I powered them up and started to use them, what I noticed was that they were what I would call lead magnets. You would start using it and as soon as you got the three clients, it would want to hit you up another $30 or $40 a month. When you got the seven clients, it wanted another $20 or $30 a month. I realized from the beginning that we needed to create a model that was unlimited clients.

Anybody who signs up for $29.97 a month, if they’re a coach, they get unlimited clients. We don’t work along those lines. We have optional added functionality that costs extra if you need it. If you don’t need it, you don’t pay for it. The bottom line is you don’t need it if you’re a coach. If you’re coaching clients one on one, then everything you need is right there. What we believe is the distinctive and discerning factor is the fact that it’s easy to use.

BYW S4 34 | Coach Elevation
Coach Elevation: If you’re a coach, if you’re coaching clients one on one, then everything you need is right on ClientFol.io.

 

It takes about 20 to 30 minutes to learn the system, number one. Number two, once you start using it, it contains everything. All of your homework information is in there. All your notes and your Zoom links are there. All of your Q&A with clients is there. The client portal, which is an extension of the software, allows your clients to log in and get their own homework.

Answer their own accountability questions, fill in their goals and stats and even ask their coach questions, which I found to be powerful. Why? It’s because otherwise, it would go through email. If I wait for the weekend, I’m coming home to 300 or 400 emails and might lose an important question from a client. I don’t want that to happen. We built an internal communication system right into the software that has worked well for my clients.

The ultimate goal here is to have an amazing client interaction and experience accountability. Keep it all in one place so that you, as the coach because there are a lot of coaches that read this. The coach can perform at the highest level.

Yes, we’re elevating the session. We’re taking what used to be sometimes a relatively scrappy session. Even though the coach might be amazing, they have a notepad open here. They have a spreadsheet open there. If they use spreadsheets, they have another browser open for something else or maybe they’re trying to figure out how to get their next appointment from another browser window. Who knows? Another popup of sorts.

What we tried to do is we tried to put everything into one browser window so that the coach can focus only on their client during their session and take casual notes while they’re talking. At the same time, as soon as the session is over, they get to touch up those notes. Maybe make them more attractive with underlying and numbering and bullet points. Whatever they want. When they’re done, they click send homework now, save the session and they’re done until the next week or the next time they meet with that client.

Sounds like a better way.

I think you’re right.

If you’re reading and you know that Mitch’s why is to find a better way, then you know what he’s come up with has to be better. If something’s not better, Mitch, can you talk about it?

I sure can.

If someone wants you to sell a product for them and it’s not better than what’s already there. Are you able to talk about it? Do you want to sell something like that?

I don’t. It doesn’t interest me at all. That’s part of what I went through when I was doing my own exploration into trying to find a coaching tool for my own business. I couldn’t stand using inferior products, no matter how much they cost. Even if it was free, I couldn’t deal with it because I knew it was not good enough. As you said in the intro, I needed at least good enough and I wanted better.

It’s not that you set out to say, “I’ve got to make some software. I’ve got to go spend the next three years figuring out how to do this.” That probably was not high on your list, but when you can’t find it and know you can make it better, it’s almost like you’re compelled to do that.

Yes. Now, this might be a form of mental illness, Gary. I admit to that, but yet, here I am. I get obsessed with stuff once I realize I’m on the right path and I see it working. That’s what I saw with this very early framework of a first edition. I saw it working. I immediately noticed I was saving about sixteen minutes per session. I’m doing two or three sessions per day, four days a week and I’m doing admin during what I would call my peak cognitive period of the day. If I’m sitting here doing $10 an hour work during $1,000 an hour time, I know I’m getting an ROI right away, even if no one else ever wanted to use my product. I know I was getting an ROI.

What was the motivation to write the book?

What started to happen years ago, I stumbled across this process. In the middle of one session, in particular, I started asking a series of questions that appeared to change the person’s viewpoint very quickly. It appeared to get them past the casual nonsense and go right to the heart of the matter that we were trying to figure out or discuss. I made a note of those questions. This next session I had, I said, “What the heck? I might pull those questions out and try it again,” and then I did.

What I noticed is that I had more or less the same result. What I noticed is that was a huge improvement in the ability to cut through the wasted time and non-essential information and get right to the heart of the matter. This started to happen more until I started to refine the process over time. A few years ago when we worked together and you uncovered my WHY for me in a van on the way to a hotel room or to somebody’s house. It was like a mule kick in the head for me. It was such a major shift in the way I now saw things.

I started to use the process even before you had your wide discovery itself. I started to use the process to help people identify where they were in terms of their why. Now what I was able to do was, once I understood or at least zeroed in. Maybe if it wasn’t exact, I could figure out a little bit better who they are, given their WHY. I was then able to couple that with the true purpose discovery process that I had built.

Now, at this point, we were then going to look at the business completely differently. Instead of this business being a way to make money, we now saw the business as a way to fulfill a lifelong true purpose and mission. This changes everything. On either end of the stick, sometimes, Gary, we throw the business away and start over. Other times we go into the business that it’s not ideal and we change the attitudes around what we’re doing. Maybe some of the functional activities of what we’re doing and that aligns it with our true purpose.

Once you do this, it makes everything smoother, faster and I would say, more profitable. Everything works better once people are aligned. When I worked with one organization, I did this with the CEO. He said, “You got to do this now with my team.” We did each one of them separately. They all did the WHY Discovery. They all got their results then when we aligned the group, it was hard to believe the results would happen.

It took a couple of weeks to get everything done. Once the group was aligned, there was harmony. There were no more fights, no more disagreements. Everybody realized what the goals were and the true purpose was of the entire company. Now, as you and I have talked about before, a company needs a code of ethics. It needs culture. In order to create that culture, we must basically know the why and the how of the CEO.

[bctt tweet=”A company needs a code of ethics. It needs a culture. In order to create that culture, we must basically know the why and the how of the CEO. ” username=”whyinstitute”]

We need to know the CEO because the CEO started the company. Let’s call that person the founder. If we know what the CEO’s mission and values, goals and why are, that’s when we can align the team to that. Once that alignment is done, now everything works like a well-oiled machine and allows us to get a lot more done.

How do you contrast why versus purpose?

I’m going to tell you the secret that is not a secret at all. It’s right in the book. Everybody’s true purpose is basically the same. The true purpose of most individuals is to help others. Now there may be people who say, “That’s not my purpose.” If we did the discovery process, you’d find that it is. The reason I say that is because it’s the way we’re built. It’s the human structure. The way the human mind is created is that it generates the highest level of serotonin from helping other people.

When we help others, the greatest high you could ever achieve comes from that feeling. At the highest levels of helping others, there is no better feeling. Money cannot buy a better feeling than that. If we know that in advance, what good is it? It’s no good at all. Do you know why? It’s because we didn’t emotionally connect with it. The goal of the book and the goal of the process is to connect you to this true purpose, which is to help others.

I don’t tell people in advance when I start working with them. By the way, before we get started, let me tell you a true purpose. It’s more important that they go through this process of finding it in themselves. Once they find it in themselves and they go, “Yes.” As I said, this woman broke down in tears. She’s a lifelong entrepreneur. She’s had four businesses. The reason that she became so emotional was because this was the first time. She says, “I’ve done this for 4,000 people. I’ve never done it on myself or something like it.”

She had a different process, but the whole point was that, now that she finally gets this, it truly connected who she was as having a true purpose to her mission. Which, in her case, was to help others through her. I would call her mechanism. Everybody has a mechanism for how they do this. We may have the same true purpose, but we don’t have the same mechanism. You do it your way, I do it my way, but the goal is the same.

BYW S4 34 | Coach Elevation
Coach Elevation: We may have the same true purpose, but we don’t have the same mechanism. You do it your way, I do it my way. But the goal is the same.

 

When you were to compare why versus purpose, how do you see them as being different?

Why is the component of how you get the realization of your true purpose. Whereas your true purpose is something that you must emotionally connect to first. Feel that it is real and is real to you, as real as anything else and then we use the WHY Discovery to uncover the most powerful mechanism and process that you could have to find the true mission of yourself or your company.

I love it. In your book, you outline the process for helping coaches become more successful. It’s more about coaches, hosting or working with clients. Is that more what it’s about?

It is. The book is written for coaches to work with their clients. No matter what type of clients they have, whether they’re meditation clients, business clients, it doesn’t matter. If you go through the process in the book and align your client before you start using your mechanism with them to get them to have the realization or transformation that you want them to have. They will get there faster, it will be more powerful and they will be more successful because they’re aligned, but they can’t get there truthfully.

This was the missing piece. As I said, the missing piece was the WHY Discovery. Once I got the WHY Discovery and I embedded that into this process. Now finding A, the personal mechanism every person is what their why is. That’s what my mechanism is to find a better way. It’s languaged a little differently, but without it, I can’t get to their true mission effectively.

It shortcuts everything, doesn’t it?

It does.

What’s the fun part?

What it comes down to is this, when you have an emotional experience. You connect it to something that you care deeply about, then that is something you never forget like the woman that I worked with and all the people I’ve done this with over the years. They will never forget the moment when they uncovered what their true purpose was to them and to who they were. That’s the part that makes all the difference in the world. As I said, I could tell you, “Your true purpose is you like to help people. That’s your true purpose.” It doesn’t do anything. You got to discover it.

[bctt tweet=”When you have an emotional experience and you connect it to something that you care deeply about, then that is something you never forget. ” username=”whyinstitute”]

Is true purpose different than purpose? Here are the reasons I’m asking you because, on the show, I’ve had some guests that their lifelong study is purpose. They have companies like PurposePoint and different organizations like that. When I ask them the same question I asked you, the answer that they give is interesting, which is similar but different. Maybe it is the same. I’m not quite sure but what they’ll say is that your purpose is where you live your WHY, how you choose the action that you choose to use your why to deliver.

They’re right, except the difference is that your action changes. Under that definition, my purpose can change every few years. “My purpose is to build and sell a software company for $10 million. My purpose is to build a company with Tony Robbins and sell it for $25 million.” In other words, I can have purposes all throughout my life, but the true underlying purpose is the same from the beginning of time to the end.

BYW S4 34 | Coach Elevation
Coach Elevation: You can have purposes all throughout your life, but the underlying true purpose is the same from the beginning of time to the end.

 

Perfect. That’s the distinction I wanted to make because that’s what they would say as well, which is, “You have multiple purposes. You have a purpose as a parent. Purpose as a business owner.” There’s more than one purpose, but then you are talking about your true purpose, which is overarching. Everything falls under this.

As I said, and not to repeat myself over and over again but knowing someone telling you, “Everybody’s true purpose is the same. It’s to help others,” means nothing. It doesn’t help at all. It has no meaning to most people because most people will say, “That’s not my true purpose. I know that I,” but if I took them through this process, which only takes 20 to 30 minutes to do and they connect with it, it changes everything.

It’s to be a self-discovery, say, “That is it.”

That’s right. I don’t lead them to it. Sometimes, I’m sitting there like, “You’re so close. If I give you two words, you’ll get there.” I never led them to it because that would be stealing the power of the process from them.

I love that. Mitch, if there are people that are reading now and want to learn more about what you’re doing, follow what you’re doing and connect with you, what’s the best way for them to do that?

To connect with me directly, they can go to MitchRusso360.com. All of my properties, if you will, are on that particular page. If they’d like the book, Gary, is it okay if I give your audience the book for free?

Yes. That would be great.

They can go to CoachElevation.com and get a free copy of this book. They could download a PDF of the book or they can go on Amazon. They could get it on their Kindle or if they want a hard copy like I have, they can buy it on Amazon as well.

That book is specifically for coaches that are looking for a process to help move their clients forward faster.

They use this process and it will help transform their entire business. Here’s why and this is what I teach in my program. Once you help somebody at a higher level, then what’s going to happen is your results will improve. If your results improve, you’re going to get better, stronger, more emotional testimonials. If you’re getting better, stronger emotional testimonials like you’ve never had before, you’re going to raise your prices. Once you raise your prices, you’re going to start attracting a higher-level client who’s going to pay you what you’re worth for the work that you’re doing. That’s what the book is about. It’s that entire sequence of processes that gets someone to that point.

Mitch, what’s next for you? Building the software company, is that the biggest thing on the horizon for you now?

By popular request, I’ve started a coaching cohort to take people through the process and help elevate them. My coaching cohort is starting up. It’s relatively low cost. It’s designed. It’s a short program. It’s an eight-week program. I’m going to take coaches and I’m going to elevate them. I’m going to get them to the point where they can duplicate what I do throughout my process.

Now, what I described is the first hour, a half hour or so, of my process. Honestly, it’s fantastic, but there’s so much more. What I teach in this cohort is I take them through the entire process, which you’ve seen some of with the mind mapping and with the structuring of the entire sequence of what happens after an engagement starts. That’s where the power of an organization is and that’s what I teach.

It’s funny. I’ll end it with this. I ran into somebody who knows Mitch, a mutual friend. The way that they described you cracked me up, which was, “Mitch and I had dinner one evening about something. We talked about this project that we wanted to create. That night, Mitch stayed up all night, designed it, built it, and had it ready the next day. If Mitch says he is going to do something, he’s going to do something.” That’s who you’ll get if you guys end up working with Mitch in some capacity. Mitch, thank you so much for being here. It’s great to catch up again. I’m going to follow what you’re doing. I’m excited for what you got in the horizon.

Thank you, Gary. It was a pleasure. As always, you and I have a long runway ahead of us as well, with so many great things that we can both do together.

Thanks, Mitch.

You got it. Thank you, Gary.

 

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About Mitch Russo

BYW S4 34 | Coach ElevationMitch Russo started a software company in his garage, sold it for 8 figures and then went on to build a company to over $25M with Tony Robbins and Chet Holmes. Nominated twice for Inc Magazine Entrepreneur of the Year.
Mitch’s book: Power Tribes – How Certification Can Explode Your Business helps readers create new business divisions using high performance certification programs.
His software for coaches; ClientFol.io fills a void in the coaching software marketplace by helping coaches make their clients more productive with goal tracking and accountability. Mitch’s newest book: Coach Elevation blueprints his process for helping clients find their true purpose and connect that to their true mission which accelerates progress in both business and life.