The Leadership Podcast

Tony Martignetti is the founder and Chief Inspiration Officer of Inspired Purpose Partners. He is the author of "Climbing the Right Mountain: Navigating the Journey to An Inspired Life." Tony shares how meditation and therapy helped him rediscover purpose during a dark time, and he shares insights on leadership and self-awareness. Through his "grounded leadership" approach, Tony advises leaders to stay intentional and true to their values, especially in challenging times. To cultivate compassion, Tony recommends vulnerability and authentic engagement with teams. He shares advice on overcoming fear when stepping out of comfort zones and encourages reconnecting with past contacts to spark new opportunities. https://bit.ly/TLP-439 Key Takeaways [06:34] Tony describes a period in his life when he felt disconnected from himself and burnt out in a corporate role that didn't align with his true identity. This challenging time led him to meditation and therapy as tools to restore "color" and purpose to his life. He shares how practices like meditation can increase self-awareness, helping individuals reconnect with their values and passions. [11:36] As a leadership coach, Tony emphasizes "grounded leadership"—an approach to staying intentional and focused, especially during periods of rapid change. Grounded leaders understand their core values and make deliberate decisions rather than reacting to external pressures. This framework encourages leaders to reconnect with who they are, why they lead, and the purpose that drives their actions. [14:41] In his book Climbing the Right Mountain, Tony addresses purpose-driven leadership and how leaders can assess whether they're truly on the right path for themselves and their organizations. He shares a practical exercise, asking leaders to review their upcoming week. If nothing excites them, it may signal disconnection from their values, prompting a reevaluation. Purposeful leadership doesn't always mean drastic career shifts; sometimes, it involves a simple mindset change to realign with one's "why." [21:40] Tony recalls working under Henry Tamir, a CEO who embodied compassionate leadership. By centering every decision on the wellbeing of patients, Tamir inspired a purpose-driven culture within the organization. Tony explains that authentic compassion in leadership requires vulnerability and genuine concern for team members, beyond superficial gestures. [26:50] Tony speaks to the fear leaders often face when considering a move out of comfortable roles, particularly for those in mid-career. He recommends a balanced approach, leveraging experience in ways that provide security—such as consulting or board work—while still pursuing fulfilling challenges. He believes that settling without pursuing one's potential leads to regret, encouraging leaders to make bold but strategic decisions. [32:20] Tony's biggest leadership takeaway from his journey is that no one succeeds alone. He highlights the importance of having a supportive network of people who believe in you, even before you believe in yourself. This support helps overcome personal limitations and fosters expanded perspectives and growth. [36:29] Tony challenges listeners to reconnect with old contacts, emphasizing that leadership is ultimately about fostering connection. In his experience, reviving past relationships can open doors to new possibilities and enrich one's personal and professional life. Connection, Tony believes, is essential not only for growth but for building a fulfilling, purpose-driven career. [37:44] And remember, "You can't wait for inspiration. You have to go after it with a club" - Jack London Quotable Quotes "I need to leave this room to change this room." "If you're willing to feel everything, you can have anything." "You can't wait for inspiration. You have to go after it with a club." "Expand your vision, narrow your focus." "We don't go it alone. We have people on the journey, even if we don't recognize it." "Just because the world around us is moving fast, doesn't mean we have to make fast decisions." "Compassionate leadership is so important; it's putting the patient at the center of every decision." Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com Website | Inspired Purpose Partners LinkedIn | Tony Martignetti Instagram | @inspiredpurposecoach X | @tonymartignett1

Myles Corson is the Global and America Strategy and Markets Leader for Financial Accounting and Advisory Services at EY. He also hosts the EY Better Finance Podcast, which focuses on various financial topics and trends affecting businesses today. Myles shares insights on the importance of "doing the math," explaining how effective finance leaders filter valuable information from overwhelming data sources to drive consistent performance. Myles discusses how companies can adapt to disruptions like economic shifts, geopolitical instability, and advancing technology. He emphasizes that strong finance functions must balance short-term and long-term performance, especially when navigating Environmental, Social, and Governance (ESG) priorities alongside shareholder demands. He also covers how finance leaders can utilize AI and digital transformation tools in innovative ways, moving past traditional models to enhance efficiency and market adaptability. Myles reflects on what he's learned from hosting the EY Better Finance podcast, noting the essential skills that set great CFOs apart, especially their ability to communicate complex ideas with clarity and build trusted relationships within the executive team. He concludes with a look at EY's ongoing research, such as the DNA of the CFO report, and the significance of alignment between personal and functional transformations in fostering organizational resilience. https://bit.ly/TLP-438 Key Takeaways [03:51] Myles agrees with Jim on the importance of numbers, noting that CFOs face a data overload, making it difficult to separate critical information from noise. Successful CFOs, he adds, prioritize clarity and focus on key metrics to drive performance. [05:00] Myles addresses the issue of achieving a "single point of truth" in company data, particularly within finance. He sees AI as a tool for improving data consistency but underscores the CFO's role in guiding organizations to focus on key KPIs for clear, actionable steps. [07:10] Myles agrees with Jan that establishing decision-making criteria based on company values and mission is crucial. He highlights that data strategy and governance are essential, with CFOs evolving from data stewards to data architects. [09:32] Myles describes how CFOs can balance traditional finance duties with strategic business partnerships. He emphasizes that finance transformation should focus on adding value, not just cutting costs. [11:14] Myles comments on the need for companies to adapt to disruptions with a clear strategic vision. He shares how agile, cross-functional leadership became a key factor during the pandemic and encourages CFOs to leverage this approach in the future. [15:55] Myles acknowledges the challenge of balancing ROI, DEI, and ESG initiatives, especially when there are competing priorities. He highlights that top CFOs deliver both short-term results and long-term investments, with a strong focus on culture and adaptability. [22:38] Myles compares the AI hype cycle to the early days of the internet, expressing his belief that AI's real value lies in transforming processes rather than providing small improvements. He advises leaders to align AI applications with clear outcomes. [33:18] Myles emphasizes the importance of storytelling and communication skills among top CFOs, recounting a guest's two essential questions for finance teams: "Do you trust us?" and "Do you value having us at the table?" [36:50] Myles concludes with insights from EY's ongoing research on CFO transformation, stressing the need for alignment across personal, functional, and enterprise goals to achieve successful change. [40:18] And remember, "The theory that can absorb the greatest number of facts, and persist in doing so generation after generation, through all changes of opinion and detail, is the one that must rule all observation." - Adam Smith Quotable Quotes "The math has to be there; add up the math. If you sit there and just pay attention in meetings, how many times the math just doesn't add up." "Successful CFOs have that clarity; they know what drives performance in their businesses, and they make sure the math stacks up." "The challenge isn't the individual issues; it's the compounding effect and the magnitude of impact." "Transformation is a tool, but it's about outcomes. What are the outcomes we're trying to drive toward?" "A missed opportunity isn't measured on the balance sheet." "If you understand the outcomes and choose the right tools to deliver those outcomes, that's when you'll be successful." "Four out of five investors tell us they would trade some short-term performance for longer-term investment because they want confidence in sustained performance." "Too often, transformation is seen through the lens of cost reduction, but it's really about focusing on what matters." "What we need is a moment of commitment as a leadership team—and you have to commit to what the outcomes are and stick to it." Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com Myles Corson Website | www.ey.com Myles Corson LinkedIn | www.linkedin.com/in/mylescorson The Better Finance podcast

Joseph McCormack, founder of the Sheffield Company and author of "Quiet Works: Making Silence the Secret Ingredient of the Workday." In this episode, he dives into the impact of noise on productivity and leadership. He argues that constant distractions from digital devices and the "badge of busyness" undermine thoughtful leadership. In his latest book, he emphasizes that quiet time isn't simply a break from work but a critical part of it. He explains that silence enables leaders to engage in deliberate thinking, make clearer decisions, and improve operational efficiency. He also explores how balancing collaboration with intentional quiet work can foster innovation and resilience among teams, equipping leaders to provide calm, decisive guidance amidst high-pressure situations. https://bit.ly/TLP-437 Key Takeaways: [01:27] Joe introduces his focus on helping leaders combat distractions and manage the overwhelming amount of noise in today's fast-paced world. He stresses that finding clarity requires slowing down, even in high-stress environments like those in the special operations community. [04:48] Joe explains how noise—distractions from digital devices and constant interruptions—hinders leaders' ability to think clearly and make intentional decisions. He advocates for brevity and quiet time as key strategies for cutting through clutter. [09:29] He suggests scheduling quiet time as a necessary appointment, not a luxury, allowing leaders to think without distractions. Even brief moments of reflection, such as five or ten minutes, can have significant impacts on decision-making and creativity. [13:59] Joe highlights that not all tasks are emergencies, even though many leaders feel they are constantly in crisis mode. He advises leaders to delay non-urgent tasks, regaining control by saying "not now" instead of an immediate "yes." [17:16] Joe recounts an interaction with a special operations commander, who despite being extremely busy, set a calm and deliberate tone, demonstrating how slowing down and remaining composed instills confidence in others. [26:50] He encourages setting boundaries in collaborative workspaces, such as using headphones or signs to indicate when deep work is needed. Establishing boundaries helps leaders protect time for quiet work without seeming unapproachable or disconnected. [33:34] Joe shares his personal experience realizing the value of quiet during the writing of Noise. He stopped writing to integrate quiet time into his routine, finding that even brief moments of silence led to better decision-making and clarity in communication. [35:57] Final challenge: Joe encourages listeners to start with small quiet moments—such as sitting in silence at a stoplight or beginning a meeting with two minutes of quiet—emphasizing that leaders will find value in these practices. [39:27] Closing quote: Remember, "All men's miseries derive from not being able to sit quiet in a room alone." ― Blaise Pascal Quotable Quotes "To lead is to be deliberate. Asking yourself, am I deliberate? Do I think about my people? Am I focusing on what really matters today?"​ "Practice the 'seven to seven' rule - avoid checking phones before 7am and after 7pm" "Start meetings with two minutes of quiet for agenda reflection." "You actually have to slow down to keep up." "Give yourself a minute and do nothing. That's why people have great ideas in showers. Just do nothing for a minute... Silence gives you clarity."​ "Quiet isn't a technique. It's an appointment. It's not how I do it, it's that I do it."​ "It's precious to know what's important, what matters, how do we achieve victories of clarity? That's where you win or you stop trying and you quit."​ "All men's miseries derive from not being able to sit quiet in a room alone." ― Blaise Pascal Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com Joe McCormack's LinkedIn | www.linkedin.com/company/the-brief-lab Joe McCormack's Website | thebrieflab.com Joe McCormack's Twitter | @joe__mccormack

Kevin Kruse is the Founder and CEO of LEADx and he is a bestselling author of 13 books on leadership, emotional intelligence, and personal development, including "52 Strategies to Build Relationships, Increase Resilience, and Achieve Goals." Kevin is also a speaker and entrepreneur, known for his expertise in leveraging technology and emotional intelligence to inspire the next generation of leaders. Kevin reflected on the eight years since launching LEADx, reaffirming the mission to inspire the next 100 million leaders while transitioning from AI-powered executive coaching to human coaching due to early challenges. He highlighted emotional intelligence (EQ) as a key predictor of success, especially in a world increasingly dominated by AI, and discussed his new book's unique feature: a free EQ assessment. Kevin shared insights on managing emotions to improve personal and professional relationships, predicting that AI will soon mimic human emotional responses. He also touched on the importance of self-awareness in leadership, noting that his book offers 13 strategies to help individuals enhance their leadership effectiveness. Kevin stressed the value of building relationships and approaching networking with curiosity. https://bit.ly/TLP-436 Key Takeaways [02:04] Kevin reflected on the past eight years since the launch of LEADx, noting that while many things changed, the mission to spark the next 100 million leaders remained the same. He mentioned transitioning from an AI-powered executive coach to human coaches due to initial challenges with technology. [04:43] Kevin emphasized that emotional intelligence (EQ) has always been the key predictor of success, particularly in an age dominated by AI, where soft skills will differentiate individuals as devices gain advanced intelligence. [06:01] In discussing his new book, Kevin highlighted that while it builds on established emotional intelligence science, its unique aspect is providing a free EQ assessment via a QR code, enabling readers to start their EQ development journey without purchasing the book. [08:59] Kevin elaborated on the book's bold promise of life transformation within a year, suggesting that understanding and managing emotions can significantly enhance personal and professional relationships, leading to positive outcomes. [11:13] When discussing the potential for computers to possess emotional intelligence by 2029, Kevin expressed his belief that advancements in AI would enable machines to convincingly emulate human emotional responses, blurring the lines between human and machine interaction. [12:03] Kevin noted the rapid progress in AI's ability to create content indistinguishable from human work, asserting that while some people may manipulate emotional intelligence, AI could soon do the same in a more sophisticated manner. [14:57] Kevin humorously predicted a future where individuals might form emotional connections with AI, likening it to the current trend of pet ownership, hinting at the changing dynamics of human relationships in an increasingly digital world. [17:02] Kevin emphasized the importance of serving others and making a difference in their lives. Kevin mentioned that he aims to leave a positive impact by saying, "I just tried to leave the place a little bit better in my path." [18:25] Kevin highlighted how stress often reveals the best or worst in people. Kevin encouraged listeners to respond thoughtfully to pressure rather than reacting impulsively. Kevin shared that self-awareness is crucial for managing emotions effectively. Kevin noted that taking a moment of pause between stimulus and response can lead to intentional actions, enhancing leadership capabilities. [21:15] Kevin pointed out that his book offers 13 strategies focused on improving self-awareness. Kevin explained that these strategies help individuals understand their personal growth and leadership effectiveness. Kevin agreed with the pie theory of success, stating that performance is just one component of promotability. Kevin argued that relationships and emotional intelligence significantly influence career advancement. Kevin recognized the value of networking and being genuinely interested in others. Kevin noted that curiosity can reframe networking from a daunting task to an enjoyable experience. [25:14] Kevin expressed that he feels pleased rather than proud of his accomplishments. Kevin highlighted that his children's success brings him joy, and he appreciates the teamwork he experienced during a memorable trip in the woods. [28:41] Kevin advised early and mid-career professionals to focus on building strong relationships. Kevin concluded that by being curious and helpful to others, good things will follow over time. [30:34] And remember, "Leadership is all about emotional intelligence. Management is taught, while leadership is experienced." — Rajiv Suri. Quotable Quotes "EQ trumps IQ even more than before." "The only way to succeed at work when all the devices that cost pennies are genius IQ is by your ability to relate to others." "Emotional intelligence, the soft skills stuff, have always been the number one predictor of success." "By better understanding our own emotions, more empathy, and understanding of others' emotions, it will help us in our relationships and decision-making to bring the best possible future into our hands." "Too many people act like they care when they don't. Many people are friendly when they're trying to sell you something." "We all need to sort of train ourselves to respond to things, not react to things." "Understanding ourselves is a journey that doesn't end. There are so many facets to ourselves, and we change as people." "If you show up and genuinely care about people, your exposure will be there because people always remember that person who cared about them." "In the backdrop of exponential technological advancement, the way we win is to lean into our human stuff, our relationship stuff." "Dig your well before you're thirsty. And you dig that well by being curious, by being helpful to a lot of people." This is the book mentioned in this episode Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com LEADx Website | LEADx.org Kevin Kruse's Personal Website | KevinKruse.com LinkedIn Profile | Kevin Kruse LinkedIn Books by Kevin Kruse | Amazon Author Page

Rupal Patel is a former CIA analyst turned international speaker and corporate consultant. She is the author of the international best-seller, "From CIA to CEO: Unconventional Life Lessons For Thinking Bigger, Leading Better, and Being Bolder." Rupal has also been named one of the "Most Influential Women of 2023" by Startups Magazine. Rupal shared her journey of embracing her unique identity as a daughter of Indian immigrants and her passion for soccer. She emphasized the importance of "owning your weird," which has helped her overcome feelings of being an outsider. Rupal shared lessons from her time at the CIA, highlighting an unconventional leader who valued collaboration over hierarchy. This approach built loyalty and trust, demonstrating that leadership isn't about fitting traditional molds. She discussed the limitations of data in decision-making, acknowledging that while the fear of failure is universal, everyone has a responsibility to engage proactively in leadership, regardless of their role. Addressing the fear of failure, Rupal noted that larger organizations often become risk-averse, despite fewer real consequences compared to intelligence work. She believes leadership is everyone's responsibility, urging individuals to take ownership regardless of their role. Rupal reflected on a personal failure where she was overlooked for a briefing opportunity, learning the importance of self-advocacy. She also stressed the need for diversity and expanding our sense of community while acknowledging how different experiences, like gender, shape leadership. https://bit.ly/TLP-435 Key Takeaways [02:06] Rupal Patel shared a personal detail about herself: she is a massive soccer fan, having played since the age of five and now follows the sport closely. She often incorporates soccer-related anecdotes and metaphors into her work, reflecting her passion for the game. [05:05] Rupal discussed the concept of "owning your weird," emphasizing its significance in her life as a daughter of Indian immigrants. She explained that she often felt like an outsider due to imposed labels and societal expectations, but through reflection, she learned to question those beliefs and embrace her unique identity. [11:01] Rupal illustrated unconventional leadership through an example of a chief of station she worked under at the CIA, who was collaborative and prioritized the best person for each job over hierarchy. This approach fostered deep loyalty among team members, showcasing that effective leadership doesn't conform to traditional stereotypes. [13:22] She highlighted the chief's ability to manage relationships effectively, demonstrating confident humility in interactions with congressional delegations and local officials. Rupal noted that she fluidly adapted her leadership style, leading from the front or behind as needed, which enhanced her effectiveness across various contexts. [15:11] Rupal shares the mentality we need to have to operate better in ambiguity. She emphasized that no data set is perfect for predicting future outcomes, explaining that data only helps analyze past events. She stressed the need for leaders to accept the limitations of data and focus on identifying gaps in information to make informed decisions. [19:48] Rupal acknowledged that the fear of failure is universal in both the CIA and the private sector. She noted that the larger an organization becomes, the more rigid and risk-averse it tends to be, despite the fact that mistakes in business often carry less serious consequences than in intelligence work. [24:22] Rupal asserted that leadership is everyone's responsibility, regardless of one's role in an organization. She encouraged individuals in support functions to take ownership of problems and outcomes, asserting that proactive engagement is essential to contribute meaningfully to the organization's success. [28:29] Jim asked Rupal to share a meaningful failure that shaped her leadership. Rupal described being overlooked for a briefing opportunity despite her contributions, highlighting the importance of advocating for herself. [33:26] Rupal noted that the person who delivered the briefing lacked self-awareness and was focused on the opportunity, reflecting how such individuals often thrive in organizations by surrounding themselves with those who reinforce their shortcomings. [35:58] In response to Jim's question about diverse groups working together, Rupal urged listeners to expand their views of community and seek commonalities beyond superficial differences while acknowledging that experiences can vary significantly based on factors like gender. [41:22] Rupal emphasized that parents can pursue their ambitions without sacrificing themselves. She shared her experience of accepting a TED talk on her daughter's 6th birthday, highlighting the importance of showing kids that they can still follow their dreams and be individuals even while parenting. [47:12] And remember, "Don't worry about not fitting in. The things that make people think you're weird are what make you unique, and therefore your greatest strength." — Bridget Jort Sorensen Quotable Quotes "Every individual has a unique set of skills, a unique combination of strengths and blind spots that in many ways need to be worked with as opposed to ignored or made to feel like they have no place in that context." "It's about accepting who you are not feeling like you constantly have to work on yourself and fix things about yourself." "We have this strange human need to box people in... every single one of those labels comes with its own level of expectation and baggage." "Fundamentally, it comes back to this acceptance of the reality that there is no such thing as a perfect data set." "Leadership is everyone's responsibility." "We all need to expand what we think our tribe looks like, because it is... very superficial." "You can make whatever it is that you are trying to build or do or achieve something that works for you and not have to sacrifice parts of yourself." This is the book mentioned in this episode Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com Rupal Patel LinkedIn | Rupal Patel Rupal Patel Instagram | @rupalypatel Rupal Patel X | @rupalypatel Rupal Patel Website | www.entreprenora.co

Dr. Melissa Givens is a retired colonel with over 25 years of service in the U.S. Army, specializing in emergency and disaster medicine. She holds both an MD and an MPH (Master of Public Health) and is experienced in military and special operations medicine. Dr. Melissa also served as the medical director of the Ryan Larkin Field Hospital, established during the COVID-19 pandemic at Columbia University's Baker Athletic Complex. She reflects on her time as a military physician in Iraq, highlighting the challenges of maintaining order in high-stress environments and the importance of collaboration over ego. She discusses how tone, energy, and non-verbal communication are crucial in trauma situations, and how breaking down hierarchies can improve teamwork and patient care. Melissa recalls how the anonymity of full protective gear during COVID-19 reduced posturing and fostered greater collaboration. Addressing leadership development, she encourages medical students to embrace leadership early, make decisions with incomplete information, and overcome their desire for certainty. She also emphasizes creating an open environment within all teams, allowing for dissent and input from all members. https://bit.ly/TLP-434 Key Takeaways [01:33] Melissa, a mother and experienced leader, talks about balancing professional and personal life. She emphasizes how important it is to be a parent her kids can be proud of, which serves as a grounding principle in her life. [03:21] She reflects on her experiences as a military physician in Iraq, dealing with a unique "red line" designed to separate emergency doctors from trauma surgeons in high-stress environments. The goal was to create order but often exacerbated tensions, highlighting the importance of collaboration over ego. [07:17] Melissa describes the critical importance of energy, tone, and non-verbal communication in trauma situations. Being aware of how these factors impact both patients and medical teams is crucial, as is creating an environment of trust and clear communication. [12:40] She discusses how breaking down hierarchies in medical settings, such as addressing colleagues by first names rather than titles, can foster better teamwork and communication, leading to improved patient care. [09:15] Melissa recounts a fascinating experience during COVID-19 in a field hospital. The anonymity created by full protective gear eliminated the usual posturing and egos that can sometimes dominate medical teams, fostering greater collaboration and a singular focus on patient care. [18:30] When discussing gaps in leadership development, Missy mentions the importance of encouraging medical students to embrace leadership roles early, avoid hesitation, and overcome their desire for certainty. She emphasizes the value of making decisions with incomplete information—an essential skill in medicine and leadership. [20:35] Melissa shares an entertaining story about leadership and problem-solving under pressure, involving a boat trip to see hippos in Africa. When the motor failed, she had to think quickly to save the team from an approaching hippo, using nothing but the boat's floorboards to row. This story highlights the importance of being accountable and prepared for the unexpected in any leadership situation. [24:11] Melissa emphasizes how creating a welcoming environment for a trauma team, allowing for dissent and encouraging open dialogue, leads to the best outcomes. She believes clear roles, articulation of plans, and encouraging input from all team members are critical to effective collaboration. [31:48] Melissa advises that leaders approach situations with curiosity rather than judgment, especially when being second-guessed or dealing with Monday-morning quarterbacks. This open mindset fosters trust and continuous improvement through after-action reviews. [33:20] Reflecting on work-life balance, Melissa shares her motto, inspired by her college powerlifting coach: "If you're nothing sore every day for the rest of your life, you're not working hard enough." She encourages leaders to challenge themselves in various aspects of life but also emphasizes the importance of rest and recovery for growth and balance. [35:37] Closing quote: "When we long for life without difficulties, remind us that oaks grow strong in contrary winds, and diamonds are made under pressure." – Peter Marshall. Quotable Quotes "If you're not sore every day for the rest of your life, you're not working hard enough." "Approach all things with curiosity." "Check your ego at the door and act accordingly." "Creating that welcoming environment where there is room for either dissent or insertion of new ideas is really what I've seen make the most successful trauma teams." "Don't make these assumptions. Be accountable." "You need to challenge yourself intellectually, emotionally, cognitively, and physically, and always be aspiring for that growth state." "When we long for life without difficulties, remind us that oaks grow strong in contrary winds, and diamonds are made under pressure." – Peter Marshall. Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com Missy Given's LinkedIn | www.linkedin.com/in/missy-givens Missy Given's Website | www.usuhs.edu/profile/melissa-givens-md-mph

In the episode of The Leadership Podcast, Jan and Jim discuss a recent study from the Center for Creative Leadership that highlights key leadership challenges at all leadership levels: Poor time management - competing priorities and confusing busy with results Poor people skills - and a lack of self-awareness Inability wield power & influence across the organization Inability or unwillingness to to delegate (aka still doing "old" job) Widespread disengagement Cultures by default versus design. Jim critiques the study, highlighting the blurred distinction between leadership and management, and emphasizes that leaders must delegate and trust others to succeed. Also discussed is disengagement and trust issues, linking team engagement directly to managerial influence, and the growing trend of side hustles. Jan and Jim stress the importance of relationships, simplifying business processes, and preparing thoroughly for meetings. They also reflect on how leadership traits, like communication, curiosity, and trust, are essential for building strong teams and organizational success. They emphasize that growth and development come from allowing mistakes and cultivating future leaders, while maintaining a balance between compassion, fairness, and operational efficiency. Listen in for a discussion that is sure to spur more discussion. https://bit.ly/TLP-433 Key Takeaways [01:22] Jan starts the main discussion, sharing that the Center for Creative Leadership released a study identifying the top leadership challenges for different managerial levels. He categorized the challenges into three pillars: leading self, leading others, and leading the organization. The key issues highlighted were time management and people (for self), disengagement (for others), and organizational processes. [03:06] Jim adds that the study revealed a common challenge: the ability to influence without authority, which is especially tough at the senior level. He emphasizes how important it is for leaders to truly know themselves and trust others, noting that trust issues are often rooted in leaders' unwillingness to delegate. [04:06] Jim critiques the study, saying it blurs the line between leadership and management. He highlights that frontline challenges like time management and operational processes are more about management than leadership, while the executive-level challenges align more closely with leadership. He believes that leadership and management are distinct but equally important. [07:09] Jim criticizes the second half of the study, noting that it felt like two separate studies mashed together—one based on AI analysis and the other from leadership experts. He acknowledges that while the recommendations weren't bad, the execution of combining the studies felt sloppy. [08:09] Jan expresses skepticism about the validity of the study, pointing out that busy senior leaders are unlikely to fill out assessments. He argues that leadership problems depend heavily on the size and type of company, and a study based on more personalized interviews would have been more insightful. [08:54] Jan focuses on disengagement and trust issues, noting that 70% of team engagement is influenced by managers. He also comments on the increasing trend of side hustles among workers, a lack of trust in the workplace, and how companies often complicate things unnecessarily. [10:13] Jan and Jim discuss how relationships, rather than transactions, drive business success. They reference Peter Drucker's belief that a company is only about marketing and innovation, and that everything else is a cost. Jan emphasizes the importance of simplifying business processes and planning for the future. [11:51] Jan advises that leaders should approach meetings with deliberate plans, rather than winging it, as effective negotiation and leadership require preparation and follow-up. He observes that many leaders fail to allocate time for planning and reflection, which compromises their effectiveness. [13:13] Jim shares his critical take on the article's structure, arguing that leadership qualities are universal across all levels of management. He believes there are five essential leadership traits that apply to all leaders - self-reliance, clarity, relationships, communication, intentionality, and self-reliance as the most important. [16:45] Jim explains that communication is more about listening, being curious, and showing genuine interest in people, rather than focusing on just outward expression. He mentions how great politicians are remembered for making individuals feel like they were truly heard, which helps build strong relationships. Jan shares a lesson about knowing when not to say anything or intervene as a leader, recalling a client situation where skip-level meetings led to unintended consequences. She emphasizes the challenge of staying connected without overstepping. [18:46] Jim reflects on how an executive's presence can sometimes disrupt the environment, making it harder for employees to have open conversations. He highlights the importance of timing and mindful involvement in the workplace. [19:41] Jan raises concerns about the burden placed on employees when others take time off or need accommodations, leading to extra workload and declining morale. She touches on the complexity leaders face in balancing fairness, compassion, and operational efficiency. [21:10] Jim points out that what employees say they want, such as more vacation or benefits, may not be what they truly need. He suggests that sometimes, more guidance, challenges, and communication lead to better engagement and happiness. [21:34] Jan references a quote from Dan Pink, explaining how employers often confuse "hygiene factors" like pay and policies with intrinsic motivators. She emphasizes that while pay and policies shouldn't be problematic, what really drives engagement is helping employees feel appreciated and that they belong. [22:39] Jan and Jim conclude by discussing the importance of trust in leadership. Jan notes that growth and development come from allowing mistakes, which need to be accepted as part of the process. A successful leader not only delivers results but also cultivates future leaders. [24:17] And remember, the race is not always to the swift, but to those who keep on running. Quotable Quotes "There's management, which is important, then there's leadership, which is different and also important. When you have two of those in equal measure, you're really effective." "If I want people to trust me, I have to trust them." "People buy from people they like, period." "A company is one of two things: it's marketing and it's innovation. Everything else is a cost." - Peter Drucker "You personally need to be squared away for you to lead others. Very difficult to lead others if you're a hot mess." "Clarity of purpose, problem, and potential. You need to know where to focus your time to solve problems and reach potential." "Relationships are everything. If you don't have good relationships, it's very difficult to hold people accountable." "Great leaders are great communicators." "Communication is much about listening and being curious and interested in people than it is about what you say or state." "Communication is a collection point for what's in everyone's head, not just an outward projection of what's in mine." "Sometimes what we think people want or what they tell us they want aren't what they need." "The race is not always to the swift, but to those who keep on running." "We think if we fix pay and policy, we improve morale, when in fact, people want to feel appreciated. They want to know they matter and belong." "A leader has to grow other leaders. You can't say you achieved results and not have a replacement and say you were successful." "We need to be more aware of what people need to achieve better engagement and performance. It's not always more money or more vacation." Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com

Alison Jones, an industrial psychologist, leadership transformation strategist, and author of "Character Leadership," discusses her approach to cultivating character in today's leaders. She emphasizes leading from the inside out, focusing on integrity, purpose, and serving others over ego-driven leadership. She also shares insights on the five essential states of leadership—awareness, acceptance, abundance, authenticity, and appreciation—and her SMART model for managing remote and hybrid work. Additionally, she highlights the importance of intentionality, authenticity, and courage in leadership, and shares a powerful story from her volunteer trip to Zimbabwe. https://bit.ly/TLP-432 Key Takeaways [01:42] Alison shares her excitement about getting a testimonial from Joe Theismann, a former NFL quarterback she admired. Then she briefly touches on Theisman's career-ending injury, and reveals her deep love for elephants and her involvement in conservation efforts, a passion her sister pointed out through her home's elephant-themed decor. [05:05] Alison describes character-driven leadership as leading authentically from within, prioritizing integrity, purpose, and serving others. While leadership varies by individual, she emphasizes that strong character is essential for sustainable, positive leadership. [09:19] She outlines five key leadership traits: Awareness, Acceptance, Abundance, Authenticity, and Appreciation. She said that these traits foster character-driven leadership by focusing on personal growth, integrity, and gratitude. To shift from scarcity to abundance, she recommends creating a safe environment where leaders can take risks and learn from mistakes. [14:59] She discusses three leadership states: victim, where life happens "to" you; victor, where things happen "by" you with a focus on personal success; and vessel, the ideal state, where leaders act as channels for positive impact, using their talents to serve others selflessly. [18:47] Alison shares her SMART model for remote work includes creating a dedicated workspace (Space), prioritizing exercise (Movement), engaging in social activities (Activities), maintaining healthy eating and hydration (Refrigerator), and managing time with clear work hours and breaks (Time). [25:35] She contends that bonuses don't guarantee employee happiness or engagement, and effective leadership rooted in character is crucial for genuine productivity and retention. With high disengagement rates and turnover costs, she notes that employees increasingly prioritize mental health and work-life balance over financial incentives. [28:24] She shares that she went on a volunteer trip to Zimbabwe in 2018, where she experienced the leadership of Bright during a bushfire. Despite the danger, Bright led the volunteers to fight the fire, earning her deep trust and admiration through his integrity and vision, and that event profoundly impacted her view on leadership. [36:30] Closing quote: Remember, "A great hallmark of mental wellness is the ability to be in the present moment, fully and with no thoughts of being elsewhere." — Wayne Dyer Quotable Quotes "Character-driven leadership is about who you are as a person, not just what you do or the external results you achieve." "Leadership from the inside out is a focus on serving others and the greater good." "If it's not coming from a root of strong character, it's not sustainable." "Being a vessel leader means you're someone through which positive impact flows." "Creating a culture that encourages risk-taking and innovation is key to developing an abundance mindset." "Awareness, acceptance, abundance, authenticity, and appreciation are the five essential states of leadership." "Leading with character isn't just about doing the right thing; it's a strategic imperative." "A great hallmark of mental wellness is the ability to be in the present moment, fully and with no thoughts of being elsewhere." — Wayne Dyer Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com Alison Jones LinkedIn | www.linkedin.com/in/alison-c-jones Alison Jones Website | wellnesssocietyus.com

Kwame Christian, CEO, number one negotiation podcast, two-time bestselling author, top booked negotiation keynote speaker shares his insights on negotiation emphasizing the shift from being a doer to an empowering leader. Kwame discusses the importance of self-reliance in negotiations, advocating for vulnerability and honesty to build trust. He also highlights the need for preparation to avoid unethical decisions and the value of fostering a culture where difficult conversations are encouraged. Lastly, he stresses the importance of emotional intelligence, empathy, and adaptability in both personal and professional negotiations. https://bit.ly/TLP-431 Key Takeaways [04:59] Kwame discusses the challenges he faces as a leader and communicator in his business. He acknowledges that his previous challenges revolved around resilience, pain tolerance, and being a doer. Now, with a larger team, his focus has shifted to empowering his team and being more strategic. [06:34] Kwame believes that effective negotiation requires self-reliance and emotional security. He emphasizes the importance of understanding one's own needs and desires, as well as being vulnerable and compassionate with oneself. [12:08] He argues that people should be mindful of their biases and judgments, especially in virtual meetings. He suggests that turning on the camera can help avoid potential psychological pitfalls and create a more productive environment. He also emphasizes the importance of negotiating for the process, including the use of cameras, at the beginning of a meeting to ensure everyone is on the same page. [18:25] He emphasizes that in today's toxic and polarized society, people are often reluctant to engage in conversations with opposing views due to fear of betraying their own side. [25:12] Kwame notes that negative, extreme content thrives because media algorithms favor outrage, while positive stories flop. Although they don't have a solution, he suggests leaders focus on fostering constructive conversations within their own households and organizations, despite the divisive external environment. [26:58] He explains that in difficult conversations, we often rely on egocentric persuasion focusing on what would convince us rather than empathetic persuasion, which considers the other person's perspective. [30:34] Kwame explains that unethical behavior, like lying, often results from lack of preparation and fear in difficult conversations. To avoid this, he recommends preparing in advance, anticipating pressures and questions, so you can respond truthfully under stress. [36:54] Closing quote: Remember, "I believe firmly that in making ethical decisions, man has the prerogative of true freedom of choice." — Corliss Lamont Quotable Quotes "Trust is important." "Prepare for difficult conversations to avoid ethical dilemmas." "Take time to understand personal motives before engaging in sensitive discussions." "Communicate conversation goals effectively to the other party." "It's really important now more than ever for us to be very clear about what communication looks like within our organization, what respect looks like in our organization, and the fact that we encourage people to dissent and have constructive conversations." "Empathetic persuasion focuses on the other person, shines the spotlight on them, and understands how they are seeing, thinking, and feeling about the situation." "When you actually sit there and think about what's the value of the conversation, you can recognize that a lot of these conversations are not strategically aligned with reality." "I believe firmly that in making ethical decisions, man has the prerogative of true freedom of choice." — Corliss Lamont Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com Kwame Christian's LinkedIn | www.linkedin.com/in/kwamechristian Kwame Christian's Website | www.americannegotiationinstitute.com Kwame Christian's Twitter | @KwameNegotiates

Ted Brown is President & Partner at Lockton Companies, and the founder of The Valor Bridge Foundation, which merged with Salute Colorado in 2021. He now serves as Chairman of the Board for Salute Colorado. Ted discusses the importance of self-awareness in decision-making and emphasizes the need to be comfortable with uncertainty. At Lockton, he believes in empowering individuals to determine their career paths and aligning work with their strengths for long-term fulfillment. He highlights the importance of a strong leadership team based on authenticity, servant leadership, and cultural fit, and stresses that leadership should be merit-based, not political. Ted reflects on the value of "aggressive authenticity" in leadership, especially for younger generations, and stresses the importance of developing future leaders to ensure company culture endures beyond a single leader. Finally, he warns against the dangers of ego in leadership, encouraging a focus on servant leadership when developing others. https://bit.ly/TLP--430 Key Takeaways [02:51] Ted shares how his father's emphasis on hard work and adversity, shaped by losing his own father young, influenced him during summers working on a ranch and sparked his desire to serve in the military. After 9/11, Ted tried to enlist in the Navy to become a SEAL but withdrew due to personal reasons, a decision he regretted deeply. At 37, too old to enroll, he channeled this regret into action by interviewing veterans and creating a 12-week program to help veterans transition to civilian life, focusing on personal identity, leadership, and networking with mentors. This initiative has been highly rewarding and impactful. [07:36] Ted discusses decision-making, explaining that it starts with self-awareness. In both personal and business contexts, decisions require understanding one's values, timelines, and impacts on people and culture. He emphasizes that decisions rarely have all the information available, so it's important to be comfortable with uncertainty. [10:57] Ted touches on leadership potential and career fulfillment at Lockton. He explains that while the company offers resources like executive coaching and personality tests, not everyone follows the same path. They need both long-term contributors and those seeking advancement. It's about empowering individuals to determine their career trajectory. [13:08] Ted agrees with Jan that companies today need more personalized development approaches. While a general framework is necessary, tailoring growth to each individual's strengths leads to better career fulfillment. He believes that aligning 75% of one's work with their natural strengths is key to long-term satisfaction and organizational stability. [16:20] Ted discusses the importance of a strong leadership team that is comfortable in their skin, authentic, and servant leaders. He explains that when people are miscast in roles, they become limiting factors. Ted stresses the need for leadership teams that fit well within the culture and how advancement should be based on merit, not politics, to avoid limitations. [19:39] Jan asks Ted about the role of consequences in reinforcing company culture. Ted explains that, initially, their company rewarded bad actors for financial performance, but the focus has now shifted to authenticity, servant leadership, and having an impact beyond financial success. Leaders lead by example, picking up the heaviest burdens and being the first to admit mistakes. [22:44] Ted reflects on "aggressive authenticity" as a leader, especially in front of younger generations who want to see themselves in their leaders. Authenticity, he believes, comes from sharing personal stories, admitting mistakes, and earning trust by following through on commitments. He encourages leading by removing obstacles for the team. [24:51] Jim raises a concern about leadership cultures falling apart after a leader leaves. Ted emphasizes the importance of investing in others to ensure the culture outlasts a single leader. Leaders should focus on developing their teams so that future leaders can make the company their own while keeping core principles alive. [28:09] Ted concludes by highlighting the dangers of ego in leadership. He suggests that self-interest can ruin leadership potential, while servant leadership focuses on the impact and value delivered to the organization. Ted advises being okay with giving credit to others and developing people who may one day surpass you in the company. [30:17] And remember, You shall, I question not, find a way to the top if you diligently seek for it; for nature hath placed nothing so high that it is out of the reach of industry and valor. - Alexander the Great Quotable Quotes "It's an honor to serve those who served our country and sacrificed. That's the least I can do, but it's definitely been a rewarding journey." "You have to understand who you are first and what is going to fulfill you in your life and your career. That requires a process." "Turn regret into action." "Be comfortable being uncomfortable with making decisions without 100% of the information." "Fulfillment doesn't necessarily mean happy. It means that you're being challenged and having tough, hard conversations about meeting or exceeding expectations." "Career fulfillment comes down to leveraging and utilizing your God-given strengths 75% of the time." "Empower people to embrace who they are and leverage that for their own advancement, and you'll end up with a lot of longevity in an organization." "It's almost easier to make decisions in business than it is in life." "Your culture becomes the worst behavior you tolerate." "Trust is earned when you actually get to that finish line." "If you're not demonstrating that behavior, you can't enforce the expectations. You will lose the culture." "In order for things to last, they have to be legacy-minded principles and philosophies." "One of the things that can absolutely ruin leadership potential is ego." "The second you free yourself of self-interest and you focus truly on the impact and value that you can have to an organization, that's how you can become a great servant leader." "Relevance is fueled by ego." "Be okay giving all the credit to those around you. Be okay putting people in positions that someday could be your boss. If you do that, you're going to be a big part of something that's way bigger than yourself." Resources Mentioned The Leadership Podcast | theleadershippodcast.com Sponsored by | www.darley.com Rafti Advisors. LLC | www.raftiadvisors.com Self-Reliant Leadership. LLC | selfreliantleadership.com Ted Brown LinkedIn | Ted Brown Lockton Website | https://global.lockton.com/us/en X | @tedbro44 Valor Bridge Foundation, now merged with Salute Colorado | https://salutecolorado.org/valor-bridge/