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The Leadership Podcast

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Feb 7, 2024 • 43min

TLP395: AI Won't Take Your Job, but AI-Savvy Marketers Will with Chris Johnson

As CEO of LaneTerralever (LT), Chris Johnson views AI as a tool augmenting human roles, not replacing them. Chris observes a chasm in the business world - a divide between those who harness AI with clear intent and those who remain oblivious to its sweeping impact. He forewarns of potential unemployment for individuals who shy away from embracing AI and its learning curve.  He recognizes AI's benefits but also stresses the need for strategic oversight due to concerns about explainability and accuracy. Discussing AI in hiring and employee resistance, Chris underlines the importance of change management strategies for successful AI integration. He also touches on the challenges of trust and authenticity in an AI-driven world and explores how AI can enhance skills in sales, emphasizing its role in complementing human abilities. Key Takeaways: [3:31] Chris discusses the current state of AI, particularly generative AI, within their team. They highlight both excitement and fear surrounding AI's capabilities. He stated that AI is not a threat to jobs, but rather it empowers those who know how to use it. Chris also shares the importance of learning to use AI tools strategically and creatively. While AI can handle repetitive tasks, individuals still need to understand how to leverage these tools for maximum efficiency. He shares the need for a continual learning mindset, as AI technology evolves rapidly, and younger individuals are more open to adopting new technologies, while older ones may be resistant due to established work habits.  [7:03] He expresses concern about how the automation of tasks in professions like accounting and law might impact the learning curve for younger professionals. It is a question whether AI reliance could hinder the development of in-depth knowledge gained through hands-on experience and mistakes. Chris also shares the capabilities of large language models like GPT, highlighting their proficiency in processing contextual information. However, there is still need for verification, as these models may not recognize when they provide incorrect or misleading information.  [12:37] Chris mentions that AI tools are affordable, with some versions even free. The real divide is in individuals' willingness to learn and adapt to these tools. He predicts a widening gap between those who embrace AI for efficiency and quality work and those who resist change. There is an impact on white-collar jobs is, emphasizing that AI is entering professions like accounting and marketing. In executive briefings, Chris observes a lack of investment in AI technologies and aims to raise awareness about their capabilities, such as coding, executing tasks, and data analysis.  [17:00] He shares that he introduced ChatGPT 4 to their company, providing licenses for all employees. However, they faced challenges in adoption and realized it was a leadership issue. They are now focusing on change management through regular teaching sessions to help employees use the tool effectively. Chris also encourages others to try ChatGPT Plus and experiment with the tool before starting tasks. He mentions the importance of time-saving potential, especially for tasks like writing emails, where the tool can generate a substantial portion, allowing users to edit and refine the content.  [21:28] Chris shares that AI champion as an empowering force for entrepreneurs, reducing barriers and facilitating independent business operations. However, he expresses concern about the surge in low-quality AI-generated content flooding the internet. This abundance poses challenges for reliable information, impacting search engines and customer reviews. Chris, then, advises caution, urging teams to cross-verify information from multiple sources to navigate the influx of potentially unreliable content. [28:37] He addresses AI concerns such as copyright and regulations, emphasizing open communication with clients and educating them about AI's benefits while respecting their comfort levels. Chris shares an example of a cybersecurity startup using ChatGPT to train sales teams in crafting effective emails, demonstrating AI's practical application. With the AI's transformative power, he mentions the importance of leadership in guiding ethical and effective use for enhanced efficiency and client relationships. In discussing customer experience challenges in siloed organizations, he shares the need for strong executive leadership to align departments around the customer for a seamless experience. [37:04] Chris proposes two strategies for improved ROI: broadening discussions to include retention economics and analyzing the full customer lifecycle using data, with a focus on post-purchase customer experience (CX). For growth and staffing, he suggests AI proficiency can facilitate growth without increasing staff or, alternatively, allow staff reduction while maintaining productivity. In managing workload and preventing burnout, Chris intervenes personally in identified hotspots, introducing AI tools to enhance efficiency and relieve stress, emphasizing empowerment for effective AI use by teams. [40:57] He outlines three impacts of AI on companies: individual efficiency, organizational efficiency, and innovation. Individual efficiency involves behavioral change for effective AI use. Organizational efficiency is demonstrated through automating tasks, like a client automaker's spreadsheet process. Chris also stresses tool creation for leveraging AI in organizational efficiency. Additionally, they highlight the long-term advantage of innovation, using AI for a competitive edge through unique solutions and data understanding. Reflecting on AI's current state, he acknowledges its early stage, stressing the need for a learning mindset to navigate the rapidly evolving field.  [42:16] Closing Quote: Remember, AI is not going to replace humans, but humans with AI are going to replace humans without AI. -Karim Lakhani Quotable Quotes: “The positive way to look at it is if you get to a point of growth, there is a path to growing without adding headcount.” “ We work with clients, and say, we do this, and our product is the greatest.” “As leaders, it's changing that behavior to get them to actually use it in the right way.” “Don't rely on the first article that you see about something because it may or may not be real.” “Don't go to just one customer review site, go to five before you buy something,” “Don't trust one source.” “But if you don't try, you don't ever know what it can or can't do.” “We're going to supply you with all the tools you need, but you still have to actually engage and use the tools that we're giving you.” “It's how are we going to lead people along and change behavior to get them to use those tools so they get the benefit and power from it.” “That's when I realized that was a me-problem if two people weren't using it right, that's a them-problem when everybody's not using it right.” “The starting point is just an understanding of what's possible.” “Make sure that the facts, figures, concepts that it's bringing into you are actually valid.” “If you're relying on their understanding of the world, that you're not giving it to it.” “And until you try it, you don't really know.” “You need to be strategic and creative.” “AI is not coming for your job, but a marketer who knows how to use AI is coming for your job.” Resources Mentioned: The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC | Chris Johnson LinkedIn | Chris Johnson Website | LaneTerralever Twitter |
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Jan 31, 2024 • 37min

TLP394: Calmness and Charisma with Dr. Benjamin Ritter

Dr. Benjamin Ritter, founder of Live for Yourself Consulting, emphasizes the importance of humor in public speaking and maintaining a balance between calmness and charisma. He highlights the significance of standing out in leadership and embracing awkward situations to build confidence. Ben defines executive presence through three pillars: vision, credibility, and presence, and links it to a filtered level of emotional intelligence, focusing on authenticity and adaptation to organizational norms. He discusses building positive relationships, adapting, and situational leadership within organizations. Sharing his journey of overcoming social awkwardness, Ben contrasts this with his clients' fears and stresses the importance of identifying and addressing client pain points. He gives practical advice on personal development, such as minimizing media consumption and focusing on impactful content. Lastly, he advises employees to seek regular one-on-one meetings with leaders and suggests that job candidates inquire about a company's current focus during interviews.  Key Takeaways:  [02:21] Dr. Ben shares the importance of humor when speaking in front of the crowd. He also stated that it is important to maintain calmness while giving value to charisma in their professional life. Dr. Ben discusses his adaptability in soccer, being a "Swiss army knife”, praising adaptability but stresses the importance of standing out and occasionally being unconventional for leadership development. He also talked about the idea of intentionally embracing awkward situations to build confidence. [05:40] He discusses clients seeking to develop executive presence for success. Dr. Ben stresses the importance of defining it based on organizational expectations. Executive presence is broken down into three pillars: vision, credibility, and presence. These encompass actions, speech, and appearance. He also explains that executive presence is a filtered level of emotional intelligence, emphasizing authenticity while adapting to organizational expectations. He also mentions the importance of building positive relationships, adapting, and situationally leading within an organization. [12:35] Dr. Ben defines executive presence as the ability to influence and persuade without authority. He also discusses qualities of effective sports team captains, emphasizing the importance of quiet yet commanding composure and leading by example. Dr. Ben also mentions an article on self-leadership, where clarity is identified as the first pillar, crucial for avoiding feeling lost and achieving intentional goals. [20:35] He shares about personal growth, recounting how overcoming social awkwardness involved intentionally facing discomfort. Dr. Ben contrasts his experiences with clients who fear basic actions. He emphasizes the significance of identifying pain points, connecting with clients, and leading them towards beneficial solutions. Dr. Ben also mentions the importance of sales, especially for those looking to build side businesses.  [25:55] Dr. Ben emphasizes the importance of effective self-promotion, linking it to self-belief. Discomfort with self-promotion often stems from a lack of confidence in one's own value. He also exchanges lessons learned with Jim and Jan from hosting podcasts, including the realization that alcohol impairs podcast quality and the discovery of personal speech fillers during editing. Dr. Ben believes that famous individuals often have less interesting talk tracks, while real gems come from everyday stories.  [30:03] He offers practical advice on learning and personal development, like reducing media intake and focusing on impactful content repeatedly. Dr. Ben talks about the challenge of remembering key information and stresses the value of embedding learned concepts into daily life. Organizations prioritizing employee satisfaction only during prosperous times and suggests the need for improved metrics. Dr. Ben advocates for a shift in perspective, with employees taking a more proactive role in their careers and organizations creating environments conducive to employee engagement. [31:58] Dr. Ben emphasizes the employee's role in engagement, encouraging them to demand one-on-one meetings with leaders. In interviews, candidates should inquire about a company's current focus or what they are trying to address. Dr. Ben's clients seek the freedom to actively pursue their career ideas, challenging the perception that employees can't authentically show up at work. [36:08] Closing Quote: Remember, if you don't stick to your values when they're being tested, they're not values, they're hobbies. -John Stewart Quotable Quotes: “If you're trying to become a leader, make sure you turn that charisma on all the time.” “It's also important to stand out and to not always be the one that is following the lead and instead to help people be the leader.” “Let's figure out how to have a conversation with your manager to define what their expectations are.” “It's about creating alignment, being a champion and an advocate for the organization while also building a brand.” “Credibility is a combination of your skills.” “It's like being a leader without having, you don't need authority to be that leader.” “Self-leadership is the only true leadership in the world.” “The most important leader in your life is you” “No matter how incredible a leader you are, the people that you're supposedly leading are ultimately the ones making the decision.” “Without clarity, you tend to see people getting stuck, feeling lost, doubting themselves, investing in things that aren't really where they want to go.” “Don't drink alcohol and do podcasts. You think you're funny, but you're not.” “The most famous people with their talk track are the least interesting people to talk to, and that the real stories are where the real gems are.” “No matter what someone's story is, it tends to come down to a lot of the same things.” “If you find one book that makes a difference, read that book consistently until it stops making a difference.” “An organization should be an environment where employees can successfully engage towards their interests.” “If you were in an interview, your job is to ask enough questions to figure out what they're looking for and what they're trying to solve.” Resources Mentioned: The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC | Dr. Ben Ritter Website | Dr. Ben Ritter LinkedIn | Dr. Ben Ritter Twitter | Dr. Ben Ritter Instagram |
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Jan 24, 2024 • 46min

TLP393: Transitioning from Expert to Leader with Ed Batista

Ed Batista, an executive coach and Stanford lecturer, discusses self-coaching, highlighting its relational aspect and the value of writing for self-reflection. He underscores the necessity of personalizing documentation techniques and references Stanford's successful "touchy-feely" course, explaining its organizational impact. Ed addresses the crucial role of coaching in today's divisive climate, focusing on the challenges leaders face in navigating polarizing social and political issues and providing guidance on effective leadership and team management through strong communication. Key Takeaways: [2:44] Ed describes his significant life transition from living in San Francisco for 30 years to unexpectedly moving to a working sheep and cattle ranch in Marin County due to the pandemic. Various factors, including the change to virtual work, retirement from teaching at Stanford, and a reassessment of priorities, led to this shift. He reflects on the challenges and educational experiences of rural living and shares the difficult decision to step away from teaching a course they founded at Stanford, "The Art of Self Coaching," but later on, realize that it was the right choice. [7:10] He explains that self-coaching is a self-directed process, but not a solitary one. Ed believes that while reflection is crucial, it is equally important to engage with others in the process. His teaching approach, which involves giving students readings and prompting them to integrate the material with personal experiences through writing. He then encourages students to recognize the need for both solitary reflection and engagement with others, as the latter is essential for discussing challenges and seeking help. [9:33] Ed shares about the value of reflective writing, such as journaling, for personal development. He mentions that traditional diary-style journaling can be tedious and unsustainable, leading many to abandon the practice. Subsequently, he advocates for a more personalized and sustainable approach, emphasizing that the act of writing itself, regardless of whether one revisits the content, has numerous benefits. Ed also provides insight into their experience with a course called "Interpersonal Dynamics" at Stanford, also known as "touchy-feely”. He provides a historical context, detailing the course's evolution and its enduring impact on individuals and organizations. [17:09] With the increasing challenges in this world, including social, political, and economic issues, Ed explains that there is a need for coaching, particularly among leaders. In the current environment, leaders may find it challenging to navigate these complexities and may feel compelled to issue statements or commitments that prove difficult to fulfill. With this, the need for leaders to address these challenges in coaching relationships is crucial, because coaching provides a safe space for leaders to acknowledge the pressure they face, discuss the complexity of issues, and explore different perspectives.  [20:11] He discusses the challenges faced by leaders in addressing social and political issues within the current tumultuous and polarized environment. Ed highlights the complexity of these issues and the pressure leaders feel to adopt simplified stances that may not align with the best interests of their businesses. He also emphasized the importance of acknowledging the nuanced needs of various stakeholders, including employees and customers. Ed also diverted into the topic of impacts of virtual work on social connections, suggesting that even in virtual settings, finding ways to create in-person experiences can foster social cohesion, and how to address problems in the workplace. [30:19] Ed Bautista contrasts one-on-one coaching, highlighting its high fidelity and settled mindset, with challenges faced by leaders in group settings, especially in virtual environments. He stresses the importance of camera use, in virtual meetings, and recommends one-on-one interactions within group contexts for deeper insights. Ed provides advice on group facilitation, emphasizing a leader's intervention when necessary, and the consideration of external facilitators.  Ed advises workplace leaders to offer support, coaching, and clear expectations while cautioning against prematurely assigning leadership responsibilities. [38:44] He talks about the challenges individuals face when transitioning from individual contributor roles to leadership positions. There is a need for a shift in mindset, especially for those who were valued for their technical expertise. He also highlights the emotional difficulty in relinquishing the role of the "smartest person in the room" and adapting to a new way of adding value as a leader. Ed also notes the misconception of overworking as a way to add value and stresses the importance of understanding where one truly adds the greatest value, focusing on high-impact tasks rather than routine activities. [44:44] In discussing organizational culture, Ed Batista highlights the interplay between empathy and accountability. He critiques high-accountability environments lacking empathy, comparing them to boot camps without a sense of safety. Conversely, he warns against overly empathetic cultures with low accountability, likening them to unsustainable daycares. Ed advocates for a balanced approach, encouraging organizations to cultivate cultures that are both high in accountability and high in empathy. Despite acknowledging challenges, he emphasizes the potential benefits of finding equilibrium between these two elements. [44:46] Closing Quote: Remember, each person holds so much power within themselves that needs to be out. Sometimes they just need a little nudge, a little direction, a little support, a little coaching, and the greatest things can happen. - Pete Carroll. Quotable Quotes: “If you're deliberate about trying, then you give yourself a fighting chance.” “It is a matter of understanding the sort of ruthless power law, the Pareto curve in life that says if you're tackling the tasks that allow you the greatest value, and you get them right, everything else on your to-do list is probably irrelevant.” “We can bring people together from across vastly different geographies.” “Empathy is about understanding where they're coming from.” “We wound up creating an environment in which people felt obligated to stay silent or mouth the official position.” “If we feel that sense of interpersonal connection, and have a greater sense of social cohesion, there's greater trust.” “How do we create enough media in person experience to ensure that people feel a sense of social connection?” “As a business, we're not ignoring the social and political context that we're operating in, but we're recognizing that we need to shift our stance somehow.” “The worse the state of the world is, the more leaders benefit from good coaching.” “We gain by virtue of writing down thoughts and feelings about experiences, even if we never reread it.” “Construct writings in a way that's going to be sustainable for you and that's going to work.” “You've got to determine what are the most important questions and answer them for yourselves.” “We need some time, time for solitary reflection, and we also have to come back and engage with other people and integrate that.” Resources Mentioned: The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC | Stanford “Touchy-feely” course | Ed Batista LinkedIn | Ed Batista Website | Ed Batista Instagram | Ed Batista Twitter |
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Jan 17, 2024 • 32min

TLP392: The Distracted Leader with Jim and Jan

Jim and Jan discuss modern leadership challenges: information overload and excessive meetings. They stress the need for present, attentive leadership, focusing on situational awareness and problem-solving rather than getting bogged down by irrelevant tasks. Giving proper attention as a leader is key for informed decision-making. They advocate simplicity and problem-solving amid distractions, highlighting the value of experience over education. Practical tips include staying focused, minimizing distractions, and organizing tasks by prioritizing goals. Encouraging creativity, self-reliance, and disciplined time for innovative thinking is crucial. They also note the role of humor in shifting perspectives and the importance of meditation, feedback, and interaction to find solutions as a leader. Key Takeaways: [02:13] Jim and Jan discuss the challenges of excessive stimulation and the ease of tasks like scheduling meetings, which can lead to distractions. There is also a huge impact of technology on information flow, comparing it to friction because of the force of either pulling or pushing. Jim and Jan also mention that it is crucial to stay focused amid distractions, emphasizing the leadership's role in not only directing attention but also providing attention. Leaders should also be good listeners and questioners, highlighting the value of providing focused attention as a display of respect.  [05:36] They identify eight crucial areas for leaders, including emotional intelligence, strategic thinking, and accountability, acknowledging the challenge of balancing work, team development, and personal life, emphasizing the need for prioritization due to time constraints. Jim and Jan suggest adding contextual awareness and using multiple perspectives, referencing the metaphor of looking through different lenses. The importance of understanding various viewpoints and the context in decision-making is also critical in drawing parallels with successful hedge fund managers who interpret information effectively for informed decisions. They also propose to add curiosity to the list of leadership qualities, emphasizing the importance of questioning established practices.  [10:57] Jim and Jan recall a workshop insight about job interviews being about the employer's problem and about an interview that talks about the job instead of speaking about themselves. They stress the importance of staying focused on problem-solving and not getting distracted. Jim and Jan share the need to simplify life and work, instead of making strategic choices complicated and eliminating distractions that don't add value. Most of the time, companies or individuals are more emphasized with how high the education a person has achieved instead of looking deeper into their experiences.  [15:10] They share insights from a skilled craftsman and how observing his precision is fascinating, while talking about the challenge of changing behaviors compared to the tangible results seen in craftsmanship. Jim and Jan present five practical tips for staying focused: eliminate distractions, stop multitasking, practice mindfulness, take short breaks, and organize tasks. There must be a modification to first identify distractions and emphasize self-awareness in managing them with giving the importance of understanding personal distractions, silencing notifications, and recognizing the value of short breaks and organizational strategies. [23:01] Jim and Jan discuss task organization from a leadership perspective, noting their preference for paper systems and recognizing the need for flexibility in how individuals organize their work. They caution against prescribing specific organizational methods for teams, emphasizing the importance of allowing personalization to avoid disempowering team members. They also share insights from an article by Dan Coleman in HBR, highlighting the characteristics of focused leaders who can command their attention, control impulses, and weed out distractions while allowing their minds to roam freely.  [27:28] They share the counterintuitive nature of weeding out distractions to foster broad exploration of ideas, critical for leadership and vision-setting. They mention a powerful question they once heard: "What are you pretending you don't understand?" where it means there is a need for self-reliance and problem definition. It is also better if a group or an individual uses whiteboards and visual tools for brainstorming and problem-solving, for this will urge the importance of creating an environment conducive to free thinking. In addition, they advocate for discipline in carving out time for undisciplined thinking, a seemingly paradoxical concept, or suggesting changing physical contexts to stimulate different perspectives, whether by going to a remote location, using different tools, or trying alternative methods to encourage fresh insights. [28:32] Jim and Jan reflect on the role of humor in leadership, acknowledging the grain of truth embedded in sarcasm and the power of humor to change the tone of a situation. They share the importance of time as a precious resource and encourage listeners to consider how they can make time for a life of service. To highlight the ongoing quest for effectiveness in leadership, it is better to have feedback and interaction as well. [31:28] Closing Quote: Remember, millions saw the apple fall, but Newton was the one who asked why. - Bernard Baruch Quotable Quotes: “We're all a work in progress.” “Your answers may actually come out from the bit of truth embedded in the humor.” “Humor can be a tool to help you think a bit differently, and to change the tone of a situation.” “Focused leaders can command the full range of their own attention.” “Identify what a distraction is for you and just walk through.” “Be focused to eliminate distractions. Stop multitasking, practice mindfulness, take short breaks, and organize your tasks.” “You don't see results immediately in the form of observable behaviors like you can with craftspeople.” “Simplify your life.”  “We get distracted with the complexity of a situation, and it blinds us from the simplicity that should serve as the answer that's going to save our time and effort.” “You need to figure out what that is and stop doing all the other stuff that doesn't move the needle.” “It's about the need the customer has.” “You need to be able to look at things through multiple lenses at the same time or to be able to bounce in between them, because then you miss too much.” “I think if you ask a good question, and then you listen, that's such a great display of respect.  “The way to earn respect is to give it.” “We're overemphasizing education over experience.” “It's not just about directing attention, it's about providing attention.” Resources Mentioned: The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC |
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Jan 10, 2024 • 45min

TLP391: Bet On Yourself with Lon Stroschein

Lon Stroschein, a bestselling author, spearheads the "normal 40" movement, guiding individuals to reclaim life control. His journey from the corporate world to a more fulfilling existence addresses challenges of midlife change, focusing on financial security and self-image. Lon advocates introspection before career shifts, emphasizing courage in starting anew rather than quitting. He urges exploration of passions, even those seeming destined to fail, as they might hold true passion. Lon's trajectory, from executive coaching certification to discovering his love for coaching, signifies his transition. He highlights external triggers for life changes, financial concerns, marital agreements, and the importance of communication and guidance. Additionally, his own experience stresses the significance of attending to loved ones amidst corporate demands. Key Takeaways: [03:00] Lon shares the biggest fear a man can have before dying. It is when you have everything materially but do not have fulfillment in life. He stated that he started to discover what road he wanted to take when he realized what life he can have to fulfill his passion. You might have things that you are doing, but are not sure if that's the thing you really want to do for a lifetime. Lon also shares that discovering your path comes from your gut but at some point, it won't be easy to do. By doing what you want, you might also need to leave something behind and become someone else and bet on your new career, defining it as a trade because you don't know what amount you will receive after giving something.   [08:56] He is a successful professional, but he shares that he found himself questioning the meaning of his well-established life. Despite a great job and accomplishments, he felt a lingering emptiness during his daily routine. As he drives to his office in his car, he often wonders if this was all there was to his next 15 years. Lon also discusses that he retreated into self-reflection, wrestling with gratitude for his achievements and the yearning for something more because of his urge to passion. The story unfolds as he navigates this internal journey, seeking meaning beyond the checkboxes of success. [12:55] In sharing his experience, Lon highlights two major hurdles in making the tough decision to leave a stable job. First, there's the financial challenge, where individuals have to consider risking the income they've come to depend on, often feeling a responsibility to their family. The second hurdle revolves around the carefully crafted professional image, encompassing business cards, office titles, and social media presence. He also shares that transitioning from a well-defined role to uncertainty means not just risking financial stability, but also challenging the identity built over the years. Making this leap involves trading the security of income and a familiar image for the uncertainties of the unknown. [19:46] He emphasizes on commencing with clarity and engaging in profound conversations with oneself, family, and friends to understand personal identity and potential. He stated that starting something aligned with your envisioned future before quitting is the optimal strategy, although he acknowledges that his journey involved quitting first. Lon shares the trigger for change often surfaces when the Sunday evening pit in your gut becomes a persistent indicator that there might be a better path forward. He advises slowing down, earnestly exploring potential futures, and identifying endeavors worth investing time in. [27:44] Lon shares that he conducts weekly "ramble" sessions on their website, engaging in one-hour conversations with people who sign up. They ask a set series of questions, particularly focusing on the emotions participants are experiencing. Many express feelings of being on autopilot, frustration, control, uncertainty, stress, annoyance, isolation, and a sense of being stuck. He mentions that participants share their desires and life situations, leading the individual to pose a critical question about what their spouse wants for them, not from them. This often uncovers assumptions and prompts a realization that they haven't discussed their future with their spouse.  [29:29] He recalls countless instances when he was asked to do something, responding with a casual "maybe," but deep down had no intention of pursuing it. Lon shares the realization he had with regard to the importance of aligning actions with their passion and mission emphasizing the need to show up for the "maybe" moments, acknowledging that it's a sufficient starting point. By showing up, you can explore whether the idea is worth pursuing or if it needs to be discarded. There should be excitement and enjoyment in embracing the possibilities that a "maybe" holds, they encourage others to give it a chance and experience the thrill of uncertainty. [31:49] Lon shares a powerful personal story in his book. While on the brink of celebrating a significant professional achievement, the sale of their company, a critical family crisis unfolds. His daughter reaches out for help due to suicidal thoughts. This is when Lon realized that it is important to balance work achievements with a family crisis and the need to prioritize familial connections and be attentive to subtle calls for help within one's household, even amid professional pursuits. By this, he aims to inspire readers to reassess priorities and recognize the significance of family well-being amid career pursuits. [43:52] Closing Quote: Remember, be miserable or motivate yourself. Whatever has to be done, it's always your choice. - Wayne Dyer Quotable Quotes: “A certain number of years is not a prerequisite to knowing that this isn't where your future is.” “Go beyond business.” “The hardest professional decisions you make in your life is to leave what you've become great at and take a bet on yourself for what you want to live as.” “This is key- two things, it's not going to solve itself and nobody's going to show up and fix it for me.” “You will have to leave something behind, lay something down and become someone else.” “Take a chance or a bet on yourself in a new path - all of that is a trade.” “Get to where you are by intention, hard work, and by all plans.” “Talk to someone before you feel like you just can't take it anymore, and you have to trade.” “To inspire change, you have to share deeply and intimately of things that you've experienced, endured, lived through, and learned from.” “Find someone who's done it and ask them to talk.” This is the book mentioned in our discussion with Lon Stroschein: Resources Mentioned: The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC | Lon Stroschein LinkedIn | Lon Stroschein Website | Lon Stroschein Twitter |
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Jan 3, 2024 • 36min

TLP390: Leadership Lessons from the CIA with Marc Polymeropoulos

Marc Polymeropoulos served for 26 years in the intelligence community in field and leadership assignments. He is an expert in counterterrorism, covert action, and human intelligence collection. Marc discusses the theme of building connections, and emphasizes the significance of internal, team, and personal relationships. He highlights the key to relationship mastery: empathy, active listening, and a shift from self-focus to team care. Marc shares insights into the art of making friends for a living, especially in recruiting agents, navigating the highs and lows of building trust. He introduces leadership principles such as the "glue guy" and "win an Oscar," emphasizing the value of every team member's contribution. Key Takeaways [03:13] Marc Polymeropoulos, a retired CIA pro with 26 years under his belt, specializing in counterterrorism. Marc digs on his recently devoured book,  highlighting its theme of building connections in the agency, with a focus on internal, team, and personal relationships. Marc spills the beans on the key to relationship mastery: empathy, active listening, and a shift from self-focus to team care. Jim throws in Stephen Covey's "The Speed of Trust," questioning the feasibility of quick trust-building in the spy world. Marc keeps it real, emphasizing the delicate balance between speed and the time needed for trust to truly stick. [06:43] Marc spills the beans on the art of making friends for a living, especially in the tricky world of recruiting agents.He shares the highs and lows of building trust, from family introductions to navigating personal connections in the espionage game. Teamwork is a different vibe here—think more competition than camaraderie. Going from a solo operator to managing a team brings a whole new set of challenges, shifting from a "me" to a "we" mindset. Marc keeps it human, spicing up the spy talk with personal stories. It's like your favorite spy thriller, but with a dose of realness and a dash of humanity. [15:17] Marc reveals a gem from his leadership principles – the "glue guy." It's all about recognizing that everyone on the team matters, from the case officers to the IT and finance folks. Marc shares how, over time, he learned that true success comes from valuing every contribution, not just the visible ones. He recounts a story from the world of baseball, emphasizing the importance of the unsung heroes – the backup catcher who never took the field but caught every bullpen. Marc introduces another leadership principle – "win an Oscar."  [18:29] Marc discusses the challenge of leadership – blending authenticity with the need to inspire. Drawing from CIA experiences, he emphasizes the importance of acknowledging tough situations without succumbing to negativity. He also touches on the evolving concept of truth, referencing a Bible verse at the CIA entrance. Marc reflects on their espionage skills, offering insights into navigating the complexities of discerning truth in today's data-driven world. [23:25] Marc has real advice for business. He stresses the CIA's focus on honesty and integrity, not just in missions but also how colleagues treat each other. He shares personal stories about integrity in action and the importance of speaking truth to power. He touches on high-stakes situations, the need for openness in teamwork, and the grounding principles that shape their work. [26:50] Marc sheds light on a side of high-stakes worlds rarely discussed—the human element. He discusses the importance of wellness and resiliency, drawing parallels between his experiences and those in military expeditions. Marc emphasizes the need for patience in careers, highlighting the struggle with issues like alcoholism and divorce. He introduces the concept of a "combat leadership chassis," urging individuals to focus on what they can control for better mental health. [28:03] Marc shares insights on the transition from hands-on leadership to strategic roles. He highlights the challenges of moving from tactical to executive positions, emphasizing the shift from day-to-day details to broader strategic decisions. Marc reflects on the importance of addressing budget presentations, resource meetings, and intelligence priorities in his senior executive role. [31:08] Marc shares a powerful story of overcoming adversity during a counterterrorism operation. He reflects on the loss of colleagues and his decision to return to Afghanistan to avenge their deaths. Marc emphasizes the importance of honoring those who sacrificed their lives in the line of duty. [35:02] Closing quote: And remember, written in Chinese, the word 'crisis' is composed of two characters. One represents danger and the other represents opportunity.  — John F. Kennedy Quotable Quotes "Relationships are everything. I was really good at the end, maybe not so great along the way, but here are the things I learned. What do relationships mean? Well, it means you have to have empathy. You have to have the ability to listen." "Bad news is not like fine wine. It doesn't get better over time." "It's not failing. It's failing and then learning from it. Failure is unacceptable. Failing is okay. That's adversity. That's how you grow and that's how you learn." "That makes me a hell of a recruiter because, again, it's that personal side. But guess what? My two-year or three-year tour is up, and you need to institutionalize that arrangement. So, again, this agent is not spying for me, Marc Polymeropoulos. He's spying for the CIA, for the US. Government. So I have to turn this person over to another officer." "First line managers struggle so much at CIA because all of a sudden it's like, hey, it's not about you. No more cable traffics. Marc Polymeropoulos saved the world. It's more of what did the unit do?" "Everybody matters. It's that power of contribution, and it's that everybody matters. And again, going back to the beginnings of my career, where it's harder to get into the CIA than it is to get into Harvard, it costs a quarter million dollars for the US. Government to train me into this kind of lethal machine." "It means you're on display all the time. You never have a day off as a leader. And I have to be careful with this because you also have to kind of caveat that with you have to be authentic." "But building trust does take kind of repeated instances of doing the right thing. The opposite of that is you can also lose it right away." "Do the right know, just be honest, be ethical, have integrity, and that, in essence, will build trust. And so that, to me, were kind of words that I live by." "You got to take care of yourself, your body, follow the path of these elite athletes who have been doing this for a long time." "Revenge is something that we're not supposed to talk about or use as any kind of motivation for kinetic activities." Here are the books mentioned in this episode Resources Mentioned The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC | Marc Polymeropoulos Twitter | Marc Polymeropoulos LinkedIn | Marc Polymeropoulos Website |
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Dec 27, 2023 • 51min

TLP389: Worry is a Misuse of Imagination with Harris III

Harris III, an illusionist and storyteller, spent much of his life traveling the world performing his unique brand of magic and storytelling for more than two million people on five continents. His book, "The Wonder Switch: The Difference Between Limiting Your Life and Living Your Dream," discusses rediscovering wonder and transforming your life. He highlights the concept of "starting with wow" and the intersection of wonder, and storytelling as crucial roles to effective leadership, stressing the need to reconnect with our initial sense of wonder to find purpose and beat burnout. He advocates for curiosity in leadership, emphasizing the difference between "wow people" who focus on vision and "how people" who analyze problems, while this would also increase creativity to people. He promotes a shift in leadership perception, encouraging individuals to take charge of their stories and challenge the status quo, which he termed as WoW (Wonder-oriented Worldview) level leadership. Harris III asserts that worry is a misuse of imagination, and wonder is the antidote to apathy. Key Takeaways: [2:48] Harris III points out that magic often doesn't receive the recognition it deserves as an art form, particularly in the realm of social media. With the limitations imposed by COVID-19, magicians and illusionists had to adapt to continue making a living. Some turned to revealing the behind-the-scenes of magic online, transforming it into humor or pranks. Additionally, Harris III mentions Simon Sinek's book, 'Start with Why,' which emphasizes that effective leaders inspire action in others rather than simply leading them.  [4:42] He discusses the "Start with Wow" book, highlighting its perspective that leadership is intertwined with communication, both with others and oneself. The book emphasizes the significance of revisiting the purpose behind your actions, bringing you back to a grounded state. It underscores that wonder is the pathway to achieving something remarkable. The book suggests that unexpected opportunities may arise when you least anticipate them, and staying vigilant is crucial. In times of losing focus or forgetting your initial motivation, the advice is to return to the mindset of wonder, symbolized by "wow." [10:30] Harris III details how curiosity is essentially a wonder in action, describing it as a genuine physiological state that sparks interest in our surroundings. The connection between wonder and storytelling is highlighted, where wonder inspires belief in the potential of new narratives, and storytelling influences behavior. Emphasizing that effective leadership begins with self-leadership, he stresses the importance of fostering curiosity without facing ridicule. Leaders are encouraged to understand that curiosity doesn't mandate blind belief, and it's acceptable to question things even without personal observation. [18:16] He talks about two kinds of negative people: the "wow" people, who are usually pessimistic, and the "how" people, who try to handle their own fears. In meetings as an example, they tend to divide the two, usually choosing how people. But, to come up with a great end, the two must collide - wow playing the role of vision while how plays the role of mission. Harris III relates it to a Ping pong game, where wow will do the action of wonder and how ill do the action of executing.  [25:51] Harris III shares the significance of collective creativity within a group. Emphasizing that team members utilizing their creative thinking can result in superior outcomes. He also delves into the notion that a leader's most valuable asset is their imagination, aligning it with the concept of storytelling. Although everyone is inherently born with a natural inclination toward wonder, there is a tendency to lean towards a how mindset. Furthermore, creativity is not an exclusive trait but a fundamental quality inherent in all individuals, as imagination is an ever-present and open aspect of our nature. He draws a distinction between anxiety as a product of imagination and worry and irrational fear as misapplication of imagination. [29:41] Harris III offers his perspective on leadership, focusing primarily on self-leadership, asserting that everyone has the capacity to lead themselves and others. This involves taking charge of your actions and not leaving things to fate, actively pursuing your goals instead of waiting for circumstances to dictate your path. Harris III distinguishes between leaders and managers, noting that leaders are accountable for the future, whereas managers handle present responsibilities. He defines great leadership as excelling in self-leadership, encapsulated in what he terms "WoW level leadership," comprising self-leadership, team leadership, and marketplace leadership. [43:05] Harris III shares his 30-second thoughts if given the chance to speak in front of a crowd: Roald Dahl famously said that those who don't believe in magic will never find it. And that's because we think that seeing is believing. And if seeing is believing is true, that means that we will be able to believe once we see. But seeing is not believing. Believing is seeing. Because what we believe has the power to change what we see. Wonder is the state in which we have permission to believe. And if we can live wide awake to a state of wonder, we can always start with WoW. And if we start with WoW in leading ourselves and the way we lead others, and the way we lead in the marketplace at large, we can create a better future both for ourselves, for others and the world. Because great leadership, wow level leadership, always starts with wow.  [49:45] Closing Quote: Remember, he who can no longer pause to wonder and stand wrapped in awe is as good as dead. His eyes are closed. - Albert Einstein Quotable Quotes: “Wisdom and wonder are intertwined” “Leaders believe and invited us to step up in leadership” “The quickest way to find our way back to it is to start with wow. Understand that that wow gives birth to your why, and it can help you pave the way.” “You were meant for more. So lean in, pay a little bit closer attention” “It's the wow moment that whispers to us and says, there's more going on here than meets the eye.” “Wipe the fog from your glasses so that you can see a little bit more clearly because something is trying to wake you up to a new reality.” “Understand that curiosity is simply wondered in action.” “Great leadership in the marketplace is the result of leading a team, that all starts with leading yourself.” “Only in a state of wonder where our brain loosens its grip on those stories and opens us up to the possibility of what could be.” “Curiosity is essential, not just in leadership, but in every form of coaching. When we are cynical instead of curious, when we are worried instead of in wonder, what ends up happening is we push off the stories we're being invited into.” “Cynicism is the fear posing as confidence. What you see is not always what you get.” “Human beings are not very good at determining what is real or true based on what our senses perceive. Our senses are so easily fooled, and even our emotions can easily lead us astray.” “Believing isn't about seeing; it's navigating reality through the lens of our own stories.” “When we choose to believe something, it's what we choose to believe, which is a narrative that changes the story.” This is the book mentioned in our discussion with Harris III: Resources Mentioned: The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC | Harris III LinkedIn | Harris III Website | Harris III Twitter | Harris III Instagram |
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Dec 20, 2023 • 31min

TLP388: FOCUS with Jim and Jan

Jim and Jan talk about how difficult it is to maintain focus in a world that moves quickly. They state that a lack of time and resources is causing people to feel overburdened, busy, and frustrated. The paradox of choice, which holds that having too many options causes indecision and dissatisfaction with decisions made, as well as the addiction to busyness, and the difficulty of effectively managing time. Burnout and frustration can also result from being overly busy and realizing that you are not making any progress. They also stress how crucial it is to prioritize, simplify, and base decisions on what offers the best value for your time, money, and energy. Limiting the number of meetings per day and establishing boundaries with calendars are two more doable solutions to deal with these problems. Jim and Jan also talk about the importance of understanding the value of crisis leadership, that being in a constant state of crisis is not productive. They address the idea of availability. They share the importance of staying focused and finding fulfillment in one's career, and emphasizing the need for clear values and goals to maintain focus.  https://bit.ly/TLP—388 Key Takeaways:  [1:21] Jim and Jan talk about the reality of today’s working environment, where people are spending their life too much on their tasks until it leads them to frustrations. They also added that a lot of people are workaholics and keep themselves busy to the point of losing focus on their goals. People, especially young professionals, might be losing track as they are trying to be a jack of all trades. They also added that it is calmer to respond rather than reacting to anything, and learning not to say ‘yes’ to everything. [4:59] They share about the nature of multitasking, in which you can’t do more than one task at the same time, but it is more like bouncing from one to another. Jim and Jan also share the pillars of self-reliant leadership: Lead self, Lead others, and Lead the organization. Further, they also discuss the importance of making a decision. They explain that the more choices you have, the more you can’t come up with a very good decision. By having too many options, you will never find your true happiness regardless of what you chose because you will always wonder what would be the scenario if you chose the other option.  [11:32] Jim and Jan share that when aiming the goal of maintaining focus, you have to include discipline. It is imperative to look at your calendar and organize what you need to do- from the least to the most priority. Fully loading your schedule will lead you to frustrations and the missed opportunity of recharging yourself. The advantage of limiting your schedule will also give you time to prepare and follow up the things you have to do.  [15:07] They mention the way people should respond to things and other people. They also share the seven villains of chaos: Con - he is the leader of the chaos that helped you to get where you are but end up not helping you anymore. Jack of all trades - the one who wants to do everything and do multitasking. Gorilla - the strong one but makes a mess in everything. Miss opportunity- is the distraction and gets you far away from what is important. Siphon - he is the pain in the neck. The jumbler- is someone that throws a bunch of crap against a wall and hopes it sticks. And the overload - is someone that masks everything they do with data, but it paralyzes you into a state of analysis paralysis.  [24:30] Jim and Jan talk about being content and fulfilled at the same time. You have to remain focused and set aside the things that do not have value or your least priorities. They also mention that it is hard to maintain focus if you are not aware of what you really want, and you don’t know what you value. It is imperative to know your goals before taking the path.  [29:46] Closing Quote: At the end of the day, you can't control the results; you can only control your effort level and your focus Quotable Quotes: “Saying yes to everything, never saying no, will let your time control you”  “You have to control your reaction and respond to things rather” “You are not paid to be busy” “The more options you have, the harder it is to decide and to decide well.” “When we talk about focus, it is about is prioritizing”  “The more options you have, the less happy you will be no matter what you decide on, because you're always going to wonder if you made the right decision” “Good enough is the best. The best isn't the best.” “It's hard to be focused if you don't know what you value, and you don't know what you want.” This is the book mentioned in this discussion: Resources Mentioned: The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC |
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Dec 13, 2023 • 34min

TLP387: Networking is the beginning. Connecting is the journey. Giving is the goal.

Larry Kaufman is the author of “The Networking Connecting Giving (NCG) Factor: A Formula for Building Life-Changing Relationships from College to Retirement.” He is a connector, giver, and rainmaker who lives his life to help others succeed. He is also a senior-level Sales & Operations Leader and has been a globally-published speaker and trainer on LinkedIn for more than a decade. Larry shares his insights about the nature of networking, which is to know people rather than purely focusing on business. He highlights the significance of approaching interactions with a genuine curiosity about others and actively seeking ways to offer assistance. Additionally, Larry shares his perspective on networking events, noting their continued relevance as long as there is a clear goal or purpose for attendance. Key Takeaways: [03:40] Larry shares his personal views on what networking should look like. It should be focused more on getting to know more and sharing stories with people. In that way, you are also selling what you are capable of doing and what you have, but not focusing solely on exchanging cards to get the other people’s attention. He emphasizes that networking is more about building relationships and not purely marketing.  [06:51] He shares some tips on how to build rapport with other people such as asking personal questions, just as long as they are comfortable enough to share. You can also ask them things that are not usual to business terms, like what do they value or want, or something related to their outside business world. He also reiterated that by asking them personal questions, you are able to get them out from what they really feel because we don’t have a solid idea on what they are going through. [13:02] Larry advises young professionals on how they should conquer their fears in a networking industry, on what they can give, or how they should do it effectively. Young professionals do not have to do it alone, so they should not be afraid to ask for help, especially at the onset of their career. In regard to asking for help, Larry also added that it should not only be done at the start of their career but should be up until retirement which he also included it in his book. [20:07] He mentions a practical strategy for beginners in networking, which is that talking to one person in a month is not a bad start. He also reiterated that this also works at any level of one’s career. They can do this by checking people that surround them and have to add one person to their network at a time until you manage to increase it little by little. Larry also mentions that for today’s generation, there are a lot of tools that can be used to communicate with other people such as zooms, FaceTime, and any other social media platforms.  [29:29] Larry also shares how to be indispensable and the importance of this to a company. Being indispensable can be by showing other people that you are a shoulder they can lean on. It also means you are there to support them all the way and by getting to know them, you can easily understand their needs and can provide them what you can give.  [39:20] Closing Quote: Remember, “No one has ever become poor by giving”.- Anne Frank  Quotable Quotes: “ If you lead with yourself, you will live with yourself.” “Don't call me to fix your tire, but I can call someone to fix your tire. It may not stay on, but I would respond.” “The more I learn about people personally and professionally, I find ways to be helpful.” “People must not be too quick to talk about themselves, but nothing to do with the other person,” “Giving comes back in many ways, it may be never from that person, but it comes back in other ways.” “You don't have to be a connector and a giver alone, you can ask” “You can be a mentor, you can volunteer your time to a charity, you don’t have to play the world’s perceptions” “Meeting one new person that we could add to our network is already powerful” This is the book mentioned in our discussion with Larry: Resources Mentioned: The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC | Larry Kaufman LinkedIn | Larry Kaufman Website | Larry Kaufman Twitter |
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Dec 6, 2023 • 39min

TLP386: Mergers and Acquisitions For Dummies with Bill Snow

Bill Snow, Author of “Mergers and Acquisitions for Dummies.” shares the business valuations and the importance of understanding EBITDA. He also talks about the challenges and misconceptions of making acquisitions. Lack of planning, communication, and dishonesty can derail transactions in terms of negotiations and finance. He also counsels entrepreneurs to monitor cash flow statements while managing their companies. Regarding acquisitions, Bill advises meticulous preparation and deciding before placing a bid on a company whether an acquisition is a need or a nice-to-have. Key Takeaways: [3:13] Bill talks about the nature of mergers and acquisitions, the price terms and timing, and the payment structure such as the EBITDA. He also explains its usage and how it doesn’t work with other circumstances. Bill discusses that EBITDA works different from company to another.  [10:47] He shares the three segments of mergers and acquisitions which are the search, negotiate, and finance. As he explains, finance is the easiest among the three, since you can just borrow or get other investors to suffice your needs. The second one is negotiating, which he defines as the most interesting part if only one is familiar with his/ her actions. The last one is search, which enacts you to look for a company that will buy. He added that one thing to differentiate you among other business people is creating a thesis or proposals to discover what’s in it for your business to spark.  [15: 08] Bill shares how to make contact and build relationships. He also speaks about how to use deliberate and intentional approach in establishing peer-to-peer relationships. This explains the expectation one should be thinking of when entering this kind of business, where you will be negotiating with five people, but only one will win the deal.  [18:07] He explains the need for an accountant to discover the preferred structure for the seller to effectively communicate to the buyer and the importance of disclosure of problems to frame discussions to avoid resulting in a much bigger problem. Bill also explains how important it is to be honest with even the smallest problem because it might result in a bigger problem if not solved earlier.  [21:44] Bill shares how important math is when it comes to leadership, the same with how business and math is interconnected as well. He also emphasizes the need to be confident in terms of their businesses because they have learned about it in the first place. In addition, it is also recommended to study other companies with the same company as yours for you to be able to understand and create a better strategy. He also added how important it is to work with a financial advisor instead of going with the flow.  [26:27] He explains the importance and concept of timeliness and due diligence in integrating acquired business. Bill also shares how imperative it is to understand your strength and weakness when doing transactions to determine where you are good at for you to improve what you are lacking and enhance where you are better at doing.  [38:32] Closing Quote: Remember, get your facts first, then you can distort them as you please. -Mark Twain Quotable Quotes: “The way a business is valued from a buyer's perspective is quite different from how people run their businesses.” “Put together your plans, get very granular to make acquisitions.” “Don't ask. Offer something. Try to figure out what you can offer.” “A small issue that may not be a big deal for most people, if hidden, may result in a bigger problem.” “Fix what you can and work with a financial advisor instead of finger up in the air.” “The key thing with investment bankers advisors is their ability to negotiate.” “The most important things are the ability to negotiate and the ability to get a transaction done.” “When you have something in due diligence, get it done in a timely fashion. It will take a couple of years before a company finally came back enough, and it traded.” “You're going to have some rough waves, and some people may not work well with you, you have to get rid of them, or they'll leave. But you'll be surprised, other people who are kind of off in a corner, forgotten, turn out to be rock stars” This is the book mentioned in our discussion with Bill Snow: Resources Mentioned: The Leadership Podcast | Sponsored by | Rafti Advisors. LLC | Self-Reliant Leadership. LLC | Bill Snow LinkedIn | Bill Snow Website | Bill Snow Twitter |

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