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GWBC Radio: Kittie Watson with Innolect

April 21, 2020 by angishields

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GWBC Radio
GWBC Radio: Kittie Watson with Innolect
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Open-For-Business-Innolect

Kittie-Watson-InnolectKittie Watson is the President and founder of Innolect, and has a passion for “Growing the Leader in Everyone.” With a deep appreciation for the challenges faced by executives in high-stakes settings, she focuses on mission-critical business needs. Her expertise in transformational change, strategic communication, talent development, executive assessment and coaching is valued by Fortune 500 and diverse companies such as Bayer, Entergy, Cricket, Pfizer, Zoetis, Carolina’s Healthcare, Compass and Southern Company.

Kittie designs fresh ways to grow capability and increase ROI within leaders, teams and workplaces. Integrating her personal values and work practices, she encourages clients to build strong, vibrant leadership pipelines by partnering with nonprofit organizations. Focused on creating more inclusive cultures, she quickly sizes up the crux of tough situations and provides leaders with powerful solutions that payoff for themselves and significant stakeholders.

As one of the first and youngest female chairpersons at Tulane University, Kittie is among the top 25 most prolific women writers in communication. She has authored or co-authored 15 books, numerous articles, and been featured on ABC’s 20/20. When not supporting clients, Kittie is an advocate for social justice issues, visualizes a universe of possibilities through watercolor paintings and kayaks/hikes to relax.

Follow Innolect on LinkedIn, Facebook and Twitter.

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioC Studios in Atlanta, Georgia, it’s time for GWBC Radio, conversations to grow your business. Now, here’s your host, Roz Lewis.

Lee Kantor: [00:00:26] Lee Kantor in for Roz Lewis today. And today on GWBC Radio, we have a great guest. We have Kittie Watson. And she is with a firm called Innolect. Welcome, Kittie.

Kittie Watson: [00:00:37] Thank you so much, Lee. I appreciate being here.

Lee Kantor: [00:00:40] Well, before we get to far into things, tell us a little bit about Innolect. How are you serving folks?

Kittie Watson: [00:00:46] Well, we are an organization development and executive development leadership consulting firm. And so, what I usually say is that we grow the leader in everyone. And what we’re doing now is really helping leaders think about how do they navigate the organizational white-water that they find themselves in, so that they can keep their talent engaged and motivated during this time of uncertainty.

Lee Kantor: [00:01:13] Now, that’s an interesting topic about leadership specifically. Do you mind talking about leadership just in general like from a macro standpoint?

Kittie Watson: [00:01:24] Not at all. How would you like me to begin?

Lee Kantor: [00:01:26] Okay.

Kittie Watson: [00:01:26] I need some direction to go into that.

Lee Kantor: [00:01:26] Okay. Here we go. Do you believe that everyone can be a leader? Or is that something some people are born with leadership skills and other people are not? Or is it something that you can take somebody, and then make them a leader or demonstrate leadership?

Kittie Watson: [00:01:45] We really believe that every person in an organization can demonstrate leadership skills. There are some that are groomed for more executive leadership for the whole organization, but whether you’re a team member or a part of an executive team, leaders can grow, and learn, and become their best selves. We really work to help people become very authentic in how they lead, so that people want to follow.

Lee Kantor: [00:02:13] So, there’s some skills that you can just kind of plus up. If I just threw a person in front of you, you’d be able to kind of work with them within their kind of personality and their traits, and then kind of plus up their leadership skills if you give them certain tools?

Kittie Watson: [00:02:31] Well, we do do a lot of executive coaching. And so, in those cases, we identify what a person needs to work on based on working with their manager or something that they’ve seen themselves. So, today, for example, I was talking to a leader that really wants to develop his executive presence, especially now during the coronavirus crisis. And what does he need to do to show up and to be authentic with them? And we talked about his need to be vulnerable, and to demonstrate courage, to be the whole person he needs to be, and to tell the truth. So there are some characteristics, especially now, that leaders can show, and we can help leaders develop those skills through the executive coaching process now.

Lee Kantor: [00:03:15] So, a leader doesn’t necessarily have to come prepared with all the answers. That’s what I’m hearing you saying. They can be vulnerable, and be authentic, and say, “Look, this is a tough time for everybody.”

Kittie Watson: [00:03:30] Definitely. I think more than anything right now, one of the great coaches that we talk about sometimes is Lou Holtz, who worked with the Notre Dame football team, winning football team. And one of the things that he said is that leaders, in particular, with their employees that the employees need to know they can trust you, they need to know that you care about them, and that you’re committed to working for excellence. That’s even during this time of uncertainty. Our employees need to know that we are there for them, but that we’re moving toward another goal, that we are going to ride this wave. And sometimes, we call it a rogue wave, something really unexpected, and that’s what people are experiencing right now. So, leaders have some important role to play during this time.

Lee Kantor: [00:04:21] Now, do you see some mistakes that organizations make when it comes to leaderships time and time again that you’re like, “Oh, here we go again”?

Kittie Watson: [00:04:30] Well, the biggest mistake is that when people are promoted from technical roles into management leadership roles, where they have the technical skills, but they don’t have the people skills. Often, we are working with leaders to help them develop the skills needed that are going to help them manage and lead. You can be really good at something technically but not know how to work with people in such a way that they want to give their best selves to work.

Lee Kantor: [00:05:01] Now, when you’re doing your coaching, and you’re working with this leader or budding leader, how do you kind of coach them up when it comes to listening?

Kittie Watson: [00:05:14] Well, listening, it’s really an area of our expertise, and it’s one that I’ve done a lot of research. And I taught at Tulane University for 20 years, actually. I was Chair of the Department of Communication. And I think the biggest thing with listening is to be aware as a leader of some of your irritating listening habits. We have developed these listening habits over years and, often, are unaware that what we might be doing to pose our employees down or to make them feel as though their ideas and contributions aren’t valued. So, for example, a leader might have an irritating listening habit of interrupting an employee when he or she is giving ideas, or he or she might immediately say something, “Yes, but we’ve done that before.” So, we can do things as leaders that would give the impression that we’re not really caring or listening to our employees.

Lee Kantor: [00:06:07] Now, where does kind of corporate culture fit into this? Does that come before the leadership or does leadership kind of drive the culture?

Kittie Watson: [00:06:16] Well, many organizations might start with a foundation that they have, that has their vision, mission and values, but it’s how it’s operationalized that becomes a culture. So, departments within an organization can have their own cultures based on the leader that’s in it. So, the leader is aligned with the organization’s values and mission, will have specific kinds of expectations that they have of their employees and themselves. And it might be inclusive behaviors, for example. It might be how we treat each other with respect. It might be how we operate and include others in a team environment and how we work as a team. All of those are part of the culture, and the leader demonstrates that and guides the team. And we really believe leaders are guides. They guide employees where they need to go for the organization to be successful.

Lee Kantor: [00:07:14] Now, when you’re working with maybe a C-suite that kind of all looks the same, how do you open their mind to the benefits of inclusion, diversity, and that everybody kind of opening up kind of a wider net maybe for your talent and your executive pool?

Kittie Watson: [00:07:32] Well, I think, when I think of an executive team, I don’t think of them as all looking the same. There is more diversity now than there has been. There still needs to be more, but in addition to the diversity that we can see, there’s so many aspects of diversity that we don’t see in the way that people think or even disabilities that a person might have. So, what we do is really begin to look at a person’s strengths and build on those strengths, so that we can then get other people that have some different strengths, so that they can move toward the goals that they’re trying to achieve.

Lee Kantor: [00:08:08] So, you like to work from the strengths outward rather than kind of work on the weaknesses first?

Kittie Watson: [00:08:15] Well, and leaders, especially in the executive team, the reason that they’ve gotten to that level is because of their ability to perform, and they have used particular strengths to get there. So, if you begin to forget about how you got there, you may not be able to maximize the benefits that you’ve acquired to the years. At the same time, we do believe that leaders continue to develop and grow. And many times in organizations, we’re looking at what we call horizontal development, and we’re trying to add a skill set. So, negotiation, or influence, or something to that effect.

Kittie Watson: [00:08:53] What we do often with leaders, especially in the C-suite, is to help them think about expanding the capacity to grow and learn. And this is more vertical development. So, it’s a person’s ability to think more strategically. It’s a person’s ability to have higher emotional intelligence, to look further out into the future. Those that are more developed with their leadership and abilities are able to look further out, make connections among things within the organizations, and not just within their own areas of expertise.

Lee Kantor: [00:09:29] So, how do you kind of get a baseline of where the leader is at and to know which areas to work on? Are they saying, “Look, I want to be better at negotiation,” or is the board saying this person has to get better at negotiation? Like how do you kind of know what area to pursue?

Kittie Watson: [00:09:46] Well, we have a number of assessment tools and ways that we look at that. I mean, some of it is individual assessment or maybe a 360-assessment where the board is involved, their peers are involved, and even their direct reports give them feedback that they might not have gotten on their own. Sometimes, it’s difficult, even when we ask for feedback, for people that work for us or with us to be as candid and direct as we might want them to be. In addition to that, our company is certified in dozens of assessment tools and instruments, and some that allow the leader to look at him or herself differently. And then, based on those that data that we get, we’re able to create an individual development plan and work in partnership with others in the organization.

Lee Kantor: [00:10:38] Now, is there kind of a timeline or a usual amount of time where the leader starts seeing kind of results that they can actually see that don’t maybe necessarily feel good, but it’s like this is really improving part of my bottom line?

Kittie Watson: [00:10:57] Well, the research shows that executive coaching, when done right, definitely pays for itself. And some of that, the payback is through retention of key people. It’s through reducing that kind of turnover. But what you’re asking about is, do you see something immediately? In some cases, yes. So, if you’re working with a leader and identifying something that they’ve never seen before, a blind spot, they can immediately see it. It may take some time to change the habit that they’ve had and have developed and reinforced through years of being who they are as a just an individual.

Kittie Watson: [00:11:36] What we find, though, because of using a business development plan focused on that individual, that you move toward the results that you want to achieve, and then you put in the practices and reinforcement that are going to allow that person to be successful over time. We also know that it’s not just the coach that makes that leader more successful, it’s the people around him or her. In particular, Lee, that their manager, or the board, or someone that has them accountability, as an accountability partner with them to help them see themselves more effectively.

Lee Kantor: [00:12:16] Now, during this crisis, is your firm proactively reaching out to your clients and saying, “Hey, let’s brainstorm,” at least discuss some ways that you’re dealing with this, and maybe there’s ways that you can help them kind of deal with this?

Kittie Watson: [00:12:33] We definitely are. And because we can operate effectively virtually, not only are we continuing our executive coaching practices and working with leaders around the United States and actually the globe with our coaching, but we’re also doing more with webinars, and group meetings, and facilitating those meetings in ways that engage people. We’re helping leaders right now think about the best ways to ensure that they’re keeping people connected, especially those that haven’t worked in a virtual environment before.

Kittie Watson: [00:13:10] So, there are many of our clients that have worked more virtually and others that have always expected the employees to be at their desk every day. And that’s very different than what we’re experiencing now. So, in the next couple of weeks, for example, we are facilitating some webinars that some organizations have requested of us. And one of those is around authentic leadership and navigating organization whitewater. So, we look at the whitewater. If you’ve gone rafting before, there are different classes of rapids. And for many organizations, this is the highest class of rapid any of us in the United States have ever seen before. And so, what do we do to keep our employees engaged, to keep them in the boat basically, so that they are not checking out on us? And we need to give them new tools, new strategies, new ways of really operating. So, we’re working with our senior leaders and leadership teams to begin to think about how they engage differently within a virtual workplace.

Lee Kantor: [00:14:21] Now, let’s talk a little bit about GWBC. Why is it important for you to be involved with that group? And what has that group done to help you and your team succeed?

Kittie Watson: [00:14:33] Well, the Greater Women’s Business Council has been a wonderful place for me to not only learn but also to grow. And I served on the board of the Greater Women’s Business Council for a number of years and won a number of awards through the service. But I think it’s by giving back that you get even more. So, by serving on the board, by serving on committees, GWBC allows you to work with other women business leaders that are in the same boat, that is because we’re talking about water. And we understand what each other is going through right now with operating very differently having our worlds, in many cases, turned upside down.

Kittie Watson: [00:15:16] And so, GWBC is doing all that it can to provide the resources and information that will allow us to navigate successfully through these uncertain times. So, it may be through radio programs like this, or it may be through providing information from the Small Business Administration on the Payroll Protection Act. But what GWBC does is to operate as a resource for women-owned businesses, not only to support each other, but to actually provide the information to help us be most successful.

Lee Kantor: [00:15:53] And it’s a good lesson for a young kind of maybe new business leaders to think about joining and being part of because, like you said, you have this sense of community and support. But also, there’s opportunities for yourself to demonstrate leadership skills by volunteering and being active as a member that can help you in your career as you go forward.

Kittie Watson: [00:16:17] Yeah. And one of the things that the BBC has done, and I have served in this role on several years, is we have a mentoring program. And that mentoring program is for new business owners to help them be successful. And it’s a wonderful opportunity to learn some things that maybe you didn’t have in your education process, to hear about best practices that other companies are using, and to learn from people that have gone through a similar journey to you. So, GWBC offers that through the women in the community. And that allows you to think differently, to explore other options, to be exposed to new tools and resources that we might not have thought of on our own.

Lee Kantor: [00:17:05] You mentioned earlier that the situation we’re in is kind of like a rogue wave. And as you mentioned, just the situation itself is a rogue wave. And then, if you couple that with an organization that’s never had to deal with remote workers, now, you’re really piling on a lot of stress and a lot of variables that they’ve never dealt with before. I’m sure you’ve got your work cut out for you when you’re trying to help these firms kind of weather the storm here.

Kittie Watson: [00:17:32] Well, it’s hard. And part of it is that even though we have heard that people say, “Bring your whole self to work,” there’s no other time like that right now where you’re having a conference call and there’s children and dogs and things in the background, right? Each person is navigating so many different things right now, whether it’s a young family, whether they live alone. And so, there’s isolation. Each of us, as a leader, needs to think about employees uniquely and what their unique needs might be during this time, so that we, as a leader, can be more of that servant leader to them and be able to help them move through this process for success when they come out the other end.

Kittie Watson: [00:18:22] It’s what we do now that’s going to provide the foundation for us to actually weather this and to come back stronger than we were before. And I believe that it’s all of our communities, and it’s GWBC, it’s a greater community of how we respond to the needs of all the people that are hurting right now. If we can do that, that we will learn some things that we can apply for the future.

Lee Kantor: [00:18:53] Amen to that. That is some great advice and wise words. Well, Kittie Watson, thank you so much for sharing your story today. If somebody wanted to learn more about Innolect, is there a website that we can share?

Kittie Watson: [00:19:05] Definitely. Our website is innolectinc.com. And that’s I-N-N-O-L-E-C-T-I-N-C dot com. And on the website, you will find different post, and information, and so many things that we’re writing right now to help organizations and to help leaders help their employees. And we hope that that can be a resource that people can use as they come out to the other side of what we’re going through right now.

Lee Kantor: [00:19:38] Well, congratulations on all your success. And thank you so much for sharing your story today.

Kittie Watson: [00:19:43] Thank you, Lee. I appreciate having the opportunity with you today.

Lee Kantor: [00:19:47] All right, this is Lee Kantor. We will see you next time on GWBC Radio.

About Your Host

Roz-Lewis-GWBCRoz Lewis is President & CEO – Greater Women’s Business Council (GWBC®), a regional partner organization of the Women’s Business Enterprise National Council (WBENC) and a member of the WBENC Board of Directors.

Previous career roles at Delta Air Lines included Flight Attendant, In-Flight Supervisor and Program Manager, Corporate Supplier Diversity.

During her career she has received numerous awards and accolades. Most notable: Atlanta Business Chronicle’s 2018 Diversity & Inclusion award; 2017 inducted into the WBE Hall of Fame by the American Institute of Diversity and Commerce and 2010 – Women Out Front Award from Georgia Tech University.

She has written and been featured in articles on GWBC® and supplier diversity for Forbes Magazine SE, Minority Business Enterprise, The Atlanta Tribune, WE- USA, Minorities and Women in Business magazines. Her quotes are published in The Girls Guide to Building a Million Dollar Business book by Susan Wilson Solovic and Guide Coaching by Ellen M. Dotts, Monique A. Honaman and Stacy L. Sollenberger. Recently, she appeared on Atlanta Business Chronicle’s BIZ on 11Alive, WXIA to talk about the importance of mentoring for women.

In 2010, Lewis was invited to the White House for Council on Women and Girls Entrepreneur Conference for the announcement of the Small Business Administration (SBA) new Women Owned Small Business Rule approved by Congress. In 2014, she was invited to the White House to participate in sessions on small business priorities and the Affordable Care Act.

Roz Lewis received her BS degree from Florida International University, Miami, FL and has the following training/certifications: Certified Purchasing Managers (CPM); Certified Professional in Supplier Diversity (CPSD), Institute for Supply Management (ISM)of Supplier Diversity and Procurement: Diversity Leadership Academy of Atlanta (DLAA), Negotiations, Supply Management Strategies and Analytical Purchasing.

Connect with Roz on LinkedIn.

About GWBC

The Greater Women’s Business Council (GWBC®) is at the forefront of redefining women business enterprises (WBEs). An increasing focus on supplier diversity means major corporations are viewing our WBEs as innovative, flexible and competitive solutions. The number of women-owned businesses is rising to reflect an increasingly diverse consumer base of women making a majority of buying decision for herself, her family and her business. GWBC-Logo

GWBC® has partnered with dozens of major companies who are committed to providing a sustainable foundation through our guiding principles to bring education, training and the standardization of national certification to women businesses in Georgia, North Carolina and South Carolina.

Tagged With: executive coaching, financial services, Healthcare, leadership development, Manufacturing, team development

Soumaya Khalifa, Khalifa Consulting

February 25, 2020 by John Ray

Soumaya Khalifa, Khalifa Consulting
North Fulton Business Radio
Soumaya Khalifa, Khalifa Consulting
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Soumaya Khalifa, Khalifa Consulting
John Ray and Soumaya Khalifa

North Fulton Business Radio, Episode 198: Soumaya Khalifa, Khalifa Consulting, Inc.

On this edition of “North Fulton Business Radio,” Soumaya Khalifa, President and  Founder of Khalifa Consulting, Inc. discusses her firm’s work in cultural and diversity training for businesses and executives, why diversity matters, her work as a leader in the Atlanta Muslim community, and much more. “North Fulton Business Radio” is hosted by John Ray and is broadcast from the North Fulton Business RadioX® studio inside Renasant Bank in Alpharetta.

Soumaya Khalifa, Khalifa Consulting, Inc.

Soumaya Khalifa, Khalifa Consulting
Soumaya Khalifa, Khalifa Consulting

Soumaya Khalifa founded Khalifa Consulting, a strategic intercultural and leadership consulting firm, in 2007. Her career spans more than 25 years in human resources, management, business management and ownership, non-profit and entrepreneurship. Khalifa Consulting specializes in helping executives and organizations succeed when doing business across cultures by providing them the most relevant, practical and up to date cross cultural coaching and training. In addition, Khalifa Consulting offers training and coaching on global virtual teams. Soumaya and team apply this work to a broad range of clients, from large established national and global organizations to startups.

Prior to founding Khalifa Consulting, Soumaya served in several leadership roles in U.S.-based Fortune 100 companies in human resources, leadership development and diversity and inclusion. An alumnus of the University of Houston and Georgia State University, Soumaya is a board member of the Society of Intercultural Education, Training and Research (SIETAR) and the Atlanta Interfaith Broadcasters (AIB). She is also an adjunct professor at Emory University Center for Continuing Education and at the Federal Executive Institute. Soumaya is the author of Diversophy Egypt and has contributed to several publications.

For more information visit the Khalfia Consulting website, or call 678-523-5080.

Soumaya Khalifa, Khalifa Consulting

North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: consulting, diversity, diversity and inclusion, executive coaching, intercultural training, Khalifa Consulting, Muslim-owned businesses, North Fulton Business Radio, Soumaya Khalifa, Study Abroad in Egypt

Brian Wood with MARS Coaching Shawn Snyder with Looking Forward Consulting E4

January 17, 2020 by Karen

Brian Wood with MARS Coaching Shawn Snyder with Looking Forward Consulting E4
Phoenix Business Radio
Brian Wood with MARS Coaching Shawn Snyder with Looking Forward Consulting E4
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Brian Wood with MARS Coaching Shawn Snyder with Looking Forward Consulting E4

Brian Wood with MARS Coaching Shawn Snyder with Looking Forward Consulting E4

MARS Coaching is passionate about supporting continuous personal growth and organizational development. MARS continues to support major corporations, professional sports organizations and municipalities. They provide confidential, professional and discreet executive coaching, online learning resources and leadership assessments with customized summaries and action plans. MARS Coaching can accommodate the learning and development needs of any organization with the emphasis on leadership, communication, organizational culture and social styles.

Brian-Wood-Mars-CoachingBrian Wood is a previous Chairman of The Board for the Tempe Chamber of Commerce. With 30 years of experience at American Airlines and Waste Management, he combines a corporate perspective with his background as an athlete and a certified professional coach to provide clients with unique support and guidance toward the next level of greatness.

Brian was certified as a professional coach (leadership, success and transition) through the Institute for Professional Excellence in Coaching. He uses a model that identifies the mindset and energy that is constructive while attacking the opportunities to convert catabolic thinking. Brian is enthusiastic about helping people find their passion, leverage their gifts while identifying and achieving their definition of success.

He is also an executive coach with the American Express Leadership Academy – hosted by the ASU Lodestar Center for Philanthropy and nonprofit innovation.

Additionally, Brian is :

* A mentor with New Pathways for Youth
* A Certified Player Agent with FIBA, the NBA and WNBA Players Associations
* A Certified Leadership Circle Profile practitioner
* A graduate of Valley Leadership
* An international Speaker
* Co-author of bestselling book – “Journey of Riches”
* Featured in the upcoming movie “Adversity”

Originally, from NJ, Brian earned his BA in Communications from William Paterson University and earned his MBA in 2014 from the University of Phoenix. He loves travel, community involvement, adventure, generating positive influence and “the experience” of life. Also loves spending time with his wife Vivian and kids – and watching them compete in sports and life.

Connect with Brian on LinkedIn, Twitter and Instagram, and follow MARS Coaching on Facebook.

LogoLookingforwardconsultingMay30

Looking Forward Consulting is trusted by many of the worlds most successful companies to help them solve their toughest challenges through improving employee performance and leadership skills. We specialize in leadership development, employee training, learning gamification, workforce assessment, leadership coaching, and organizational development. Our proven processes will help our client’s accomplish their business objectives.

Shawn-Snyder-on-Phoenix-Business-RadioXShawn Snyder is an accomplished organizational development expert with a proven ability to develop and implement training strategies as well as organizational change initiatives. He is recognized as an expert in human performance and developing tomorrow’s leaders. He has also led multi-million dollar change initiatives for Fortune 500 companies.

Shawn is an accomplished speaker and innovator. He has traveled the world inspiring leaders at all levels. He has helped many organizations drive higher sales, increase employee morale, and reduce employee turnover. Innovation and technology are a cornerstone to Shawn’s success with clients. Shawn has several apps available in market that enable interaction with learners in new and different ways.

Connect with Shawn on LinkedIn.

About the Show

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business.  She hopes to build a stronger community one show at a time. KLM Consulting

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses. 

About Your Host

Kelly-Lorenzen-on-Phoenix-Business-RadioXKelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Tagged With: Custom learning solutions, development, Executive Coach Brian Wood of MARS Coaching, executive coaching, International speaker, Leadership, leadership development, leadership training, learning, optimal results, organizational development, Personal/Organizational Development and Leadership Training, Professional transition and success coach for current/former professional athletes, strategic planning, training

MARKETING MATTERS WITH RYAN SAUERS: Nate McMichael with Cutting Edge Painting and John Miller with Sterling Seacrest Partners

September 12, 2019 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
MARKETING MATTERS WITH RYAN SAUERS: Nate McMichael with Cutting Edge Painting and John Miller with Sterling Seacrest Partners
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Nate McMichael, Jane Bishop, Ryan Sauers, John Miller

Nate McMichael/Cutting Edge Painting 

The goal at Cutting Edge Painting is to build trust in their customers by successfully meeting and exceeding all expectations in their provided services. Cutting Edge Painting’s vision is to consistently grow and improve on products and services while seeking out opportunities to give back to the community. Delivering a great paint job to customers is just a part of what Cutting Edge hopes to accomplish day in and day out. To provide a service that is honest, reassuring, and of high quality is the greater goal. The truth is, peace of mind starts with quality and quality starts with character. By choosing high character people to work alongside, they believe they can provide an all-inclusive service that is second to none.

John Miller/Sterling Seacrest Partners

At Sterling Seacrest, they are here to serve as your risk advisors first, and insurance broker second. They have a highly skilled team ready to collaborate with your business to position you to reach your goals. They believe in a customer centric, highly collaborative process that results in uniquely tailored insurance and consulting solutions. Sterling Seacrest Partners does what they do, to let you focus on what you do.

Jane Bishop/Take the Next Step

Jane Bishop, is CEO of Take the Next Step which emerged out of her passion to help others “go for their It.” She helps small business owners and entrepreneurs strengthen and align with their inner core for success by using her coaching and training skills. When you work with Jane you will experience accomplishing your “it” and be a greater influence to those around you. Jane uses her E4U system to help clients get to the core faster to create and execute a plan for effectiveness. Jane is also a professional speaker and published author. Curious? Reach out and book a complimentary session and see where that leads.

Ryan Sauers/President of Sauers Consulting Strategies

Ryan T. Sauers has spent 25 years leading and/or consulting with visual communications and marketing related organizations. Ryan is President/Owner of the consulting firm, Sauers Consulting Strategies; Our Town Gwinnett Magazine (2 monthly magazines); and its parent company End Resultz Media.

Key areas of focus of the consulting firm include: sales training, marketing strategy, personal branding, leadership development, and organizational change.

Sauers is a frequent national speaker and columnist. He has been recognized as one of the top 80 CMO’s in the world and achieved the top designation of  Certified Marketing Executive through Sales and Marketing Executives International.

Sauers is an adjunct university professor teaching leadership, marketing, and communication courses to current and aspiring leaders. Ryan is a Certified Myers Briggs, DiSC, and Emotional Intelligence Practitioner.

Ryan is working on his Doctoral degree in Organizational Leadership and is host of the radio show Marketing Matters. Sauers is author of the best-selling books Everyone is in Sales and Would You Buy from You?   More info at: RyanSauers.com or OurTownGwinnett.com.

Show Overview

Marketing Matters with Ryan Sauers is a radio show presented by Athens Orthopedic Clinic and The Heart of What Matters. The show discusses topics as they relate to marketing, communications, sales, leadership and more. Host Ryan Sauers, a best-selling author and national speaker, discusses how these topics play a role in every aspect of our lives. Each episode shares tangible nuggets of information that listeners can easily understand and apply to their everyday life, whether personal or business. The show challenges listeners’ current state of thinking so they can grow to new heights and see new opportunities in business or life: which is rapidly changing, multi-generational, and noisy in nature.

 

 

Tagged With: customer centric, customer service, Cutting Edge Painting, executive coaching, insurance broker, insurance consulting, Leadership, marketing, marketing matters with ryan sauers, Nate McMichael, Ryan Sauers, Sales, Sterling Seacrest Partners, tailored insurance, take the next step, the heart of what matters

Martin Chan with Earth to Atlanta and Jason Neu with Action Coach

September 11, 2019 by Garrett Ervin

Gwinnett Business Radio
Gwinnett Business Radio
Martin Chan with Earth to Atlanta and Jason Neu with Action Coach
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Martin Chan and Jason Neu

Martin Chan/Earth to Atlanta

Earth to Atlanta Team is a Palmer House Properties real estate team made up of individuals with marketing and production backgrounds to help sell properties. Buyers also benefit from having access to off-market properties that can be anywhere from 10% to 20% under market price. #earthtoatlanta #palmerhouseproperties #realestateinvestment #atlantarealestate #realestatemarketing

Jason Neu/Action Coach

“Hi, I’m Coach Jason, and since 2002, I have helped hundreds of business owners and executives to achieve their goals and take their business to the next level. My expertise is in helping good business to scale up. That means double and triple digit growth in profitability, improved cash flow, better systems, and stronger teams…and more fun. Is that what you’re looking for? If so, let’s have a chat!”

For more information visit Action Coach

Tagged With: Earth to Atlanta, eastside medical center, executive coaching, Gwinnett Business Radio, improved cash flow, Martin Chan, Mike Sammond, Palmer House Properties, profitablility, real estate, real estate investment, real estate marketing, sonesta gwinnett place, subaru of gwinnett

MARKETING MATTERS WITH RYAN SAUERS: Ronnie Brown with Wells Fargo Advisors and Rennie Curran with Game Changer Coaching

August 8, 2019 by Garrett Ervin

Gwinnett Studio
Gwinnett Studio
MARKETING MATTERS WITH RYAN SAUERS: Ronnie Brown with Wells Fargo Advisors and Rennie Curran with Game Changer Coaching
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Ryan Sauers, Ronnie Brown, Rennie Curran, Jane Bishop

Ronnie Brown/Wells Fargo Advisors

Former NFL running back Ronnie Brown is currently a Financial Professional. “As a former professional athlete, I always felt like I wanted to do more. Knowing my story and being able to fulfill a goal of mine, I knew that I wanted to help other individuals. I am able to do that from a financial prospective that can lead to comfortable, less stressful lifestyle by appropriately planning.”

Rennie Curran/Game Changer Coaching

Rennie Curran is a former award-winning professional athlete, keynote speaker, author, and the CEO of Game Changer Coaching. Rennie delivers powerful keynote presentations, workshops, and one-on-one coaching on topics such as leadership, team-building, overcoming adversity, and high performance. His talks are informative, engaging, and full of entertainment. Clients include the Coca Cola Companies, Axa Advisors, The University of Georgia, Chick-Fil-A, Gwinnett County Schools, and many more.

Jane Bishop/Take the Next Step

Jane Bishop, is CEO of Take the Next Step which emerged out of her passion to help others “go for their It.” She helps small business owners and entrepreneurs strengthen and align with their inner core for success by using her coaching and training skills. When you work with Jane you will experience accomplishing your “it” and be a greater influence to those around you. Jane uses her E4U system to help clients get to the core faster to create and execute a plan for effectiveness. Jane is also a professional speaker and published author. Curious? Reach out and book a complimentary session and see where that leads.

Ryan Sauers/President of Sauers Consulting Strategies

Ryan T. Sauers has spent 25 years leading and/or consulting with visual communications and marketing related organizations. Ryan is President/Owner of the consulting firm, Sauers Consulting Strategies; Our Town Gwinnett Magazine (2 monthly magazines); and its parent company End Resultz Media.

Key areas of focus of the consulting firm include: sales training, marketing strategy, personal branding, leadership development, and organizational change.

Sauers is a frequent national speaker and columnist. He has been recognized as one of the top 80 CMO’s in the world and achieved the top designation of  Certified Marketing Executive through Sales and Marketing Executives International.

Sauers is an adjunct university professor teaching leadership, marketing, and communication courses to current and aspiring leaders. Ryan is a Certified Myers Briggs, DiSC, and Emotional Intelligence Practitioner.

Ryan is working on his Doctoral degree in Organizational Leadership and is host of the radio show Marketing Matters. Sauers is author of the best-selling books Everyone is in Sales and Would You Buy from You?   More info at: RyanSauers.com or OurTownGwinnett.com.

Show Overview

Marketing Matters with Ryan Sauers is a radio show discussing topics as they relate to marketing, communications, sales, leadership and more. Host Ryan Sauers, a best-selling author and national speaker, discusses how these topics play a role in every aspect of our lives. Each episode shares tangible nuggets of information that listeners can easily understand and apply to their everyday life, whether personal or business. The show challenges listeners’ current state of thinking so they can grow to new heights and see new opportunities in business, which is rapidly changing, multi-generational. and noisy in nature.

CLICK HERE to watch the video of this episode.

Tagged With: consulting, consulting strategies, executive coaching, game changer coaching, Game Changer GA, keynote speaker, marketing, marketing matters with ryan sauers, one on one coaching, professional athlete, public speaking, Rennie Curran, Ronnie Brown, Ryan Sauers, Sales, take the next step, Wells Fargo

Decision Vision Episode 26: Should Our Company Get Help with Leadership? – An Interview with Bob Turknett, Lyn Turknett, and Tino Mantella, Turknett Leadership Group

August 1, 2019 by John Ray

Decision Vision
Decision Vision
Decision Vision Episode 26: Should Our Company Get Help with Leadership? - An Interview with Bob Turknett, Lyn Turknett, and Tino Mantella, Turknett Leadership Group
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Mike Blake, Tino Mantella, Lyn Turknett, and Bob Turknett

Should Our Company Get Help with Leadership?

What are the qualities of a great leader? How do you recognize deficient leadership? How do you fix it? Bob Turknett, Lyn Turknett, and Tino Mantella of Turknett Leadership Group answer these questions and much more in an insightful and wide-ranging interview with “Decision Vision” host Michael Blake.

Overview of Turknett Leadership Group

With over 30 years’ experience, Turknett Leadership Group (TLG) is a nationally recognized leader in providing character-based leadership and organization development. TLG specializes in executive coaching and development at the individual and team level. Using the Leadership Character Model™, TLG has helped thousands of individuals become highly functioning, thriving leaders and has helped build teams that balance respect and responsibility with a foundation built upon integrity. Our goal always: organizations operating with complete integrity, optimized processes, and maximum financial success.

The firm has specialized in executive coaching since 1987, before the word coaching was common parlance. They combine scientific rigor with an unmatched ability to partner with our clients for deep sustainable growth and change. The founders at the firm are thought leaders and have lifted up character-based leadership through the Georgia Leadership Character Awards since 2003. These awards are now presented in partnership with the Greenleaf Center for Servant Leadership.

Turknett Leadership Group is committed to collaborating with the Gwinnett County Board of Commissioners to create a customized leadership development program that meets or exceeds any county specific needs. They are also confident in their ability to do so, as this is what we have done successfully with thousands of organizations, agencies, individuals, and teams for the last 30 years.

Leadership is their expertise. Turknett Leadership Group is the premiere resource for executive coaching, leadership and team development, talent assessment, culture change, succession management, and business focused engagement surveys. TLG has built a reputation for results and exceeding client expectations by creating high-performing teams for long term business success.

Details of our programs and client testimonials can be found at www.turknett.com.

Dr. Robert (Bob) Turknett, Co-Founder and Co-Chair

Bob Turknett

Bob Turknett served as CEO of Turknett Leadership Group for twenty four years, and now serves as co-chairman and senior consultant. Bob is a licensed psychologist, a trusted advisor to CEOs and boards, and a pioneer in CEO Coaching. He is often heard saying that he really loves coaching the top person because “it enables him to get his arms around the entire organization,” creating a high probability for real change. Bob has served as an executive coach to more than 1,000 executives in more than 100 companies.

 

Carolyn N. (Lyn) Turknett, Co-Founder and Co-Chair

Lyn Turknett

Lyn Turknett as President of Turknett Leadership Group for twenty four years, and now serves as co-chairman and senior consultant. The focus of her work is character in leadership, cultural assessment and change, and executive team development. Ms. Turknett’s consulting engagements have included leadership and executive team development, organization assessment and change, and individual feedback and coaching. She is particularly interested in helping teams at all levels improve effectiveness and working relationships, and in helping organizations maximize intellectual capital and create cultures that support innovation and initiative.

Tino Mantella, President and CEO

Tino Mantella

Tino Mantella became President and CEO of Turknett Leadership Group on October 29th, 2018. TLG is one of the nation’s top leadership development companies, driven by its proprietary Leadership Character model and grounded in science. TLG has supported hundreds of CEOs and their teams over the last 32 years Founders; Dr. Robert (Bob) Turknett and Carolyn Turknett will remain engaged and committed to the company’s mission..

Mantella brings over 30 years of experience leading some of the nation’s largest and most distinguished not-for-profit organizations including the YMCA of Metropolitan Chicago, the National Arthritis Foundation, and the Technology Association of Georgia.

Michael Blake, Brady Ware & Company

Mike Blake, Host of “Decision Vision”

Michael Blake is Host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

“Decision Vision” is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the “Decision Vision” podcast. Past episodes of “Decision Vision” can be found here. “Decision Vision” is produced and broadcast by the North Fulton studio of Business RadioX®.

Visit Brady Ware & Company on social media:

LinkedIn:  https://www.linkedin.com/company/brady-ware/

Facebook: https://www.facebook.com/bradywareCPAs/

Twitter: https://twitter.com/BradyWare

Instagram: https://www.instagram.com/bradywarecompany/

Show Transcript

Intro: [00:00:01] Welcome to Decision Vision, a podcast series focusing on critical business decisions, brought to you by Brady Ware & Company. Brady Ware is a regional, full-service, accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Michael Blake: [00:00:20] And welcome back to another episode of Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic. But rather than making recommendations because everyone’s circumstances are different, we talk to subject matter experts about how they would recommend thinking about that decision.

Michael Blake: [00:00:39] My name is Mike Blake, and I’m your host for today’s program. I’m a Director at Brady Ware & Company, a full-service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia, which is where we’re recording today. Brady Ware is sponsoring this podcast. If you like this podcast, please subscribe and your favorite podcast aggregator. And please also consider leaving a review of the podcast as well.

Michael Blake: [00:01:03] And today, we’re going to talk about leadership. And not just leadership, but how do you recognize if you have the kind of leadership you need in your organization? How do you recognize if it’s deficient? And how drastic steps do you need to take and can you take in order to to fix it? And I’ve worked with organizations ranging from startups to larger organizations. And probably. the only organization that does not need leadership is a startup with one person in it. And even then, you can make an argument that there are opportunities for leadership even outside of the sole practitionership.

Michael Blake: [00:01:44] Now, those of you who’ve been with the podcast for a while or maybe know me personally know that I play in a rock band, which is basically a relatively safe midlife crisis outlet. Certainly, safer than a motorcycle and cheaper than a Ferrari, which I can’t afford anyway. But one of the things you notice in the band is that you have lead instruments that are up front all the time, right. If you’re Elton John, there’s a lead piano all the time. If you’re Van Halen, there’s a lead guitar pretty much all the time. And then, there are instruments that you don’t necessarily recognize unless they’re exceptional, right. Very few people really notice the drummer of the band unless it’s Rush on Neil Peart going on, right. They don’t necessarily notice the bass player unless the bass player happens to be a front man. Again, Rush with Geddy Lee. But that kind of shows you the nature of the band they have.

Michael Blake: [00:02:37] And over the years, I’ve come to think of leadership kind of being as one of those things that at one end of the spectrum, I think we recognize great leaders and great leadership readily. And then, there’s another end of the spectrum, like sometimes instruments in a band, where, sometimes, the best thing you can do is you know you’re doing a good job, and nobody knows that you’re there, right. You don’t remember, “Boy, that drummer kept a great beat the entire time.” But if they go off beat, everything can come to a crash very quickly.

Michael Blake: [00:03:11] And leadership can sometimes be like that. We kind of take it for granted almost that we assume that it’s going to be there, and we often don’t think about it until it sort of pops its head up and say, “Boy, that’s just outstanding leadership, sort of a Mozart one in ten million kind of thing,” or it’s “Boy, we lack leadership here. We don’t have emotional intelligence.” And when you’re in a badly-led organization, if you can just watch about that organization, it’s uncomfortable. It’s bad to be in, it’s not comfortable to to even watch.

Michael Blake: [00:03:47] And today, joining us, because I don’t know anything about leadership other than what I try to do in my my day-to-day activities, but fortunately, we are joined by three people who know an awful lot about it. And we’re going to try to squeeze as much knowledge out of them as we can over the next 35 minutes or so. So, we’re talking to Lyn Turknett, Bob Turknett, and new kid on the block, Tino Mantella of the Turknett Leadership Group.

Michael Blake: [00:04:12] With over 30 years pof experience, Turknett Leadership Group is a nationally recognized leader in providing character-based leadership and organization development. They specialize in executive coaching and development, the individual and team level, using the leadership character models and capitalization trademarks, and nobody else can steal that. They have helped thousands of individuals become highly functioning, thriving leaders, and to help build teams with balanced respect and responsibility with a foundation built upon integrity. Their goal is always organizations operating with complete integrity, optimized processes, and maximum financial success.

Michael Blake: [00:04:48] The firm has specialized in executive coaching since 1987, before the word coaching was common parlance. I agree with that. They combine scientific rigor with an unmatched ability to partner with their clients for deep, sustainable growth and change. The founders are thought leaders and have lifted up character-based leadership through the Georgia Leadership Character Awards since 2003, which, by the way, I am a proud three-time nominee. I still have the plaques hung up my office. It’s the only thing that I, actually, bothered to hang up. These awards are now presented in partnership with the Greenleaf Center for Servant Leadership.

Michael Blake: [00:05:23] It goes on, and on, and on. I could tell a lot more things about the organization, but that means I’m not asking questions, and they’re not answering them. So, I’m going to cut to the chase and I’m going to welcome Lyn, Bob, and Tino to the program. Thanks so much for coming on today.

Lyn Turnkett: [00:05:36] Great to be here.

Bob Turnkett: [00:05:36] Thanks for having us.

Tino Mantella: [00:05:36] Thank you.

Michael Blake: [00:05:38] So, let me lead off. Leading off with this. I mean, is leadership important? Do you agree to some extent that it can sometimes be taken for granted, but, boy, when it’s not there, you sure do miss it?

Bob Turnkett: [00:05:52] I’d like to address that just in a general way first. And then, they may have some comments. But, for me, a driving force in terms of leadership is how important it is for bringing out the best in others. With every client I see, I try to always plant the seed and get them to think about viewing themselves as trying to bring out the best in every person and help every person become the best leader and the best person they can be. And if you think about it, and if we’ve all had that as an underlying philosophy in all of our interactions, what a great organization it would be and what a great world we have.

Lyn Turnkett: [00:06:29] Yeah, it’s interesting. I was just reading a piece from Extreme Leadership yesterday. And it’s about the SEALs, the Navy SEALs. And one of the first stories is about boat race that’s a part of their last training. And one boat keeps coming in ahead in the race every time. And there is one guy who’s the leader on a boat that keeps coming in last. So, the guy who wrote the book and who’s the guy, whatever his title is, says, “Let’s just switch. We’ll switch the leaders.”

Lyn Turnkett: [00:07:05] Interestingly, the boat that was coming in last came in first in the next race. It was all about the inspiration, the way that person helped align the team, helped them feel good about the goal, helped them take small steps together. But that guy who was in the boat who was losing had no thought that it was his leadership causing that. It was, as you said, an unrecognized factor. I love the idea of the drummer in the band keeping the pace and being in the background, but helping align the band.

Tino Mantella: [00:07:44] So, I’ll just add a couple of comments because I think when your listeners are thinking about leadership, they probably are thinking about the CEO or the C suite. And the interesting phenomenon now that’s always been there, but it’s been magnified in the last decade, is that leaders could be at any level of the organization. And going back to your first point, Michael, it could be that one person because they have to lead in a lot of different ways. I mean, they have to lead in respect to convincing people that their product or service is viable, for example.

Tino Mantella: [00:08:19] But we like to — I think that companies today are saying every low level — in fact, we get a lot of calls now around the director level. A few clicks down saying, “We want all those people to be leaders.” So, every person or organization, if you’re being fully functional and optimizing your results, you’re going to want to make sure that every person sees themselves as a leader. And that’s really different in some ways between a manager, and somebody that’s taking ownership, and feels like they’re really part of the company, and helping to drive it forward.

Michael Blake: [00:08:52] So, let’s go to that. Tino, you and I have a long history collaborating in the startup world. And you know this as much about as I do, if not more.

Tino Mantella: [00:09:01] I’m not sure about that part.

Michael Blake: [00:09:01] I think it can be tempting to think, “Wow! I don’t run a thousand-person organization. I run a team of four,” right. How much room is there leadership there? But you sort of touched upon it. Even in a group that’s small, does leadership become important? Maybe it’s even more important because you’re more exposed. What do you think about that?

Tino Mantella: [00:09:23] Well, I’ll start with that one because we – Lyn, and I, and a couple other people at Turknett – worked with a group of 15 women entrepreneurs as part of a city program. And the focus of Lyn’s program was on leadership. And what we found is in a lot of these entrepreneurial companies, they’re thinking about – you know this, Michael –  first, the market, product, finance. And one thing that gets put on the sideline is, “How am I going to work with people? And how am I going to bring them all together? And how is everyone in this small group going to be willing to take on more than one set of job skills? Because, frankly, if there’s three people, you don’t have a lot of specificity here. You’re going to be doing it all.

Tino Mantella: [00:10:08] And so I don’t know if it’s more or less important. The founders, who have a lot more experience on this and seeing it from that side, might have a judgment on that, but it’s certainly as important in a four-person company as it is in a thousand-person company, I would say.

Bob Turnkett: [00:10:23] And in terms of the women, we do have Women in Leadership Program every month, and we have about 50 or 60 attendees and a speaker every month. And the women and, sometimes, men, who are the speakers tell their story of leadership, and  you can just see from the reaction of the audience there that those stories are very inspiring, and very powerful, and how important leadership really is in terms of-

Bob Turnkett: [00:10:49] I mean, when I go away from that, I feel like this is the best thing I’ve ever experienced. I go away from it every month feeling like, “This is the best one yet.” So, there is something really special and unique about leadership when it’s working well and when people can tell stories about the leadership, where it’s done in the right ways and the best ways.

Michael Blake: [00:11:05] Now, I’m curious, do those individuals, do you think they feel that great because they suddenly recognize they’re in a leadership vacuum, and, now, they have tools to fix it? Or do they sense that in themselves, all of a sudden, they realize they have the skills and the tool set to create that leadership influence themselves, or some mix of the two?

Bob Turnkett: [00:11:28] I think both, but Lyn may have an idea.

Lyn Turnkett: [00:11:30] I’d say the latter. I think they recognize — I think what Tino said about leadership being broader now, I think it’s always been very broad, but I think, particularly, in companies now, it’s broad. One of the things we say is leadership is a choice, not a position. And there are always opportunities for choosing to lead.

Lyn Turnkett: [00:11:55] There’s a definition I like too that says, “Leadership is about going first in a new direction and being followed.” So, anytime you see something that needs to be done, a problem that needs to be solved, and you figure out how to move forward and how to get other people to move along with you, you’re exercising leadership. You are leading.

Lyn Turnkett: [00:12:17] And I think to Bob’s point about why hearing other people talk about it is so inspiring is that it does, to your point, make you feel, “Oh, my goodness. I could do that. I do that every day. I did that in high school. That could be me. I could do more. I could take more ownership. I can lead.”

Michael Blake: [00:12:38] So, I’m going to skip ahead to a question because it segues better here then. Is it your view that everybody can be a leader? It’s not just something that you’re born with and that’s it, but it’s a set of skills that you can develop, or, clearly, I know it’s it’s a mindset based on your character model, but you expand upon that.

Bob Turnkett: [00:12:55] And everybody is a leader, whether they really accept the idea or think about it that way or not because you’re a leader as a parent, you’re a leader yourself. I mean, if you think about our leadership character model, which we can discuss in a minute, to be able to — if you think about that in terms of all the qualities are involved in the leadership character model, you’ve got to lead yourself first. And no matter whether you’re on your own by yourself or with the group of people, all those qualities are critical and important in terms of who you are, and how you present yourself, and how to be.

Lyn Turnkett: [00:13:31] I think also once people reach adulthood, there are probably some qualities of personality that may help some people move more strongly. Certainly, we know they affect whether people are chosen for leadership roles. But I think to Bob’s point, everybody leads. Everybody usually don’t think about those times that you do, but everybody leads. And certainly, we believe that leadership isn’t simply a gift that a few people have. It’s something that everybody exercises and that everybody can get better at with effort, self-awareness, and work.

Michael Blake: [00:14:11] Okay. So, what are some symptoms of deficient leadership? If I’m in an organization, right, and like you said, with the two boats, right, sometimes you don’t know it’s deficient until you realize you came in last, and the only thing that changed was the leader, right. What are some symptoms of deficient leadership? What, as a leader, should I be looking for?

Bob Turnkett: [00:14:33] I started writing that down. And after I got to a hundred, I stopped.

Michael Blake: [00:14:37] Okay. Let’s take the top few.

Bob Turnkett: [00:14:40] Some of them are infighting, political behavior, chaos, silos, constant drama, low productivity, poor results, always reactive, low morale your best people leave, high absenteeism, and it goes on, and on, and on from there.

Tino Mantella: [00:15:01] I think Bob covered a lot in those statements. I, probably, am more of the practitioner in a group just given my background. The YMCA had 4500 employees. And it was interesting because our work was full of such passion of wanting to help people and make a difference. And some people rose to the occasion and some different. I don’t think it was because they had these innate skills where one would stand apart from the others, but it’s more the things that Turknett Group works with people on and groups on, and that is taking accountability, taking ownership, being able to work with people, good communication skills, the kinds of things that are required to get people excited.

Tino Mantella: [00:15:48] And from my own experience, I mean, I’ve had great experiences, I feel like, of bringing people through the ranks and others where it’s like, “Oh man, maybe I should have done this a different way,” because it’s always about, are you getting them motivated? Do they understand what the vision is, what the mission is, what the direction is? Are you leading and are they following or are they leaving? As Bob said, there’s a lot of different reasons. If you lose your best people for whatever reason that is, you’re going to have to take a hit. And we hear all the time, like a company recently contacted us and said, “Look, we’ve gone through four CEOs in the last two years. What does that mean?”

Michael Blake: [00:16:24] Yikes.

Tino Mantella: [00:16:24] Yeah, yikes. So, that means that they’re looking at turnover at all parts of the rank because nobody knows if their job’s secure, et cetera, et, cetera. So. it’s having confidence in leadership, but it’s not just the CEO again.

Michael Blake: [00:16:41] So, there are a lot of symptoms out there. So, let’s go to some of the causes. What do you see in all the work that you’ve done? And also Tino, your view as a practitioner, I think, is very important here. What do you see as the most common or obvious causes of deficient leadership that maybe a listener can, if they have the wherewithal to be self-aware and self-examining, maybe they’ll press pause for a second after your answer and take an inventory of those qualities are in themselves or others with whom they work.

Tino Mantella: [00:17:14] Well, I start with that one just because I think that the Turknetts talk a lot and people that work with us on the coaching side talk about blind spots. And to me, it’s like you know what you know, and you don’t know a lot, and you don’t see that you’re missing the boat. And also, there’s an ego piece to this I see. I think I’m a better performer when I leave my ego at the doorstep, then I’m open to people giving me comments. And that’s really hard for some people, and it’s been hard for me over certain times of my career to be able to embrace that.

Tino Mantella: [00:17:49] So, I feel like if you have a mentor, if you have someone, your spouse, as Bob’s often said and Lyn have said, someone that can give you real — my spouse doesn’t have make trouble giving me feedback. But anyways, real feedback where you have that sort of place where people can say, “You know what, you’re missing that,” they don’t feel like their heads are going to get chopped off for something they’re going to say. So, that’s a real practitioner answer, but I’ll leave it to the experts.

Bob Turnkett: [00:18:17] I would like to just frame it, and then Lyn can comment, but I’d like to just frame in terms of if you think about leaders who are too passive or leaders who are too aggressive, and you’ve got problems in both areas. Leaders who are too passive abdicate. They are too nice. They don’t want to do certain things because they don’t want to impose. So, they hang back, and they don’t communicate, they don’t get feedback, they don’t do setting goals with people. They don’t do all the things they need to be doing.

Bob Turnkett: [00:18:39] And then, a leader who’s too aggressive tends — and then, what happens, at first, when a great tension gets created, interestingly, it bubbles up. And then, there’s explosions in the organization and all kinds of chaos. And that leader who’s too aggressive also creates tension, but in a different kind of way. It’s i because of fear. People are afraid. So, if people shut down, you don’t get the best from them and all the side effects could go home. Hundreds more side effects there in terms of that as well. So, those are two kind of categories I see.

Bob Turnkett: [00:19:07] And then on the aggressive side, that’s probably been the — when we first started doing this 30 years ago, many of the CEOs that I worked with were in that highly aggressive side, and very command and control, very top down, and thought that was the best way. And so, it was a real convincing job for me and worked for me to help get them to see that they get more of their goals met and more of what they wanted if they could balance that with the both respect and responsibility that they needed to do.

Lyn Turnkett: [00:19:35] Yeah, absolutely.

Michael Blake: [00:19:37] There’s two tips. I’ll let you finish, but I want to interject something because it’s interesting you sort of time date that, right. And I wonder if kind of the movies of the time kind of you reflect that or somehow influence that, right. Greed is good. Wall Street, Gordon Gekko and the leader of the night. And we’ll get into this. We’ll get into this. But what we idolize is leadership in the 1980s being a really take charge, super testosterone kind of deal where baby boomers were leading people like me, Gen-Xers, right. That doesn’t play well anymore, does it?

Bob Turnkett: [00:20:12] No. And so, I see the way — you’re going back to the autocratic, and that’s very top down, and almost a bully kind of leader to the — I call it parental, but it’s really benevolent autocrat, but parental, kind of still the parents. I slap your wrist. I spank you when you misbehave, but I don’t do it often, but I do it periodically. So, it keeps you in line. So, it’s still a fear way of doing it, so you get the same side effects, or very similar side effects, or to a partnership model, which is what it’s moving toward. And there are many leaders that we can point to today who really work hard in that part partnership model and do a good job of it.

Bob Turnkett: [00:20:48] But it’s easy still for the person who’s doing the partnership, when the stress happens or there’s crisis or conflict, they tend to revert to the parental style thinking that they have to do that when they don’t recognize that’s the worst thing they can do because they’ve got did what they got to do, is work even harder and develop more flexibility, agility, and adaptability to be able to solve the problems that are in front of them. And that’s not easy.

Michael Blake: [00:21:09] So, Lyn, coming back to you, what about causes you see as being your most frequent causes of deficient leadership?

Lyn Turnkett: [00:21:17] I’d say a lot of that is the opposite of what people need. I was just thinking, Tino was talking about self-awareness, getting feedback, and I was thinking. Center for Creative Leadership a while back. They had 67 competencies. They found four. And I think these are not just were important then. They may be even more important now. And those were self-awareness. And so, a lack of self-awareness and a lack of understanding, that’s EQ, that’s emotional intelligence, not understanding how you’re coming across to other people, not getting feedback, and not being able to adapt. That’s huge.

Lyn Turnkett: [00:21:56] Learning agility was another one. To Bob’s point then, if you can’t figure out what’s wrong, if you can’t in a complex organization, which many people are working in right now, if you can’t figure out how to be partnering later, work across organizations, work with people outside the organization, learn quickly, you can’t lead. There’s also typical things like arrogance, which is a big derailer.

Michael Blake: [00:22:28] It used to be number one.

Lyn Turnkett: [00:22:29] Yeah, perfectionism, that’s a big derailer. People who are overly perfectionist with themselves and with other people are not inspiring. And they, also, obviously, move very, very slowly. We could go on and on on this too.

Michael Blake: [00:22:44] Well, the thing that strikes me, though, is I think all of those things have a common thread. I think a lot of it to me, I’m going to put my Dr. Phil hat here, but it does, I think, boil that down to a fundamental insecurity, right. And to me, it sounds like what that creates is a feedback loop because if you lead an organization that is in fear, right?

Lyn Turnkett: [00:23:03] Yes.

Michael Blake: [00:23:03] And where dissent, where if not self-awareness, then making somebody also where is punished, then you’ve got no shot. You’re going to have to have an outside intervention, I think, which gets to the next question then that I wanted to ask, which is, is deficiency in leadership something that can be self-fixing, self-healing, or more often than not, does it get to a point where there’s got to be kind of a grownup that comes in or an advisor that comes in, and helps ride the ship and hits the reset button?

Bob Turnkett: [00:23:38] I’ll make one comment. If they could fix it, they probably would have already. It wouldn’t be happening if they really knew how to fix it. And if there was a textbook or something that they could just read that would fix it, that would help, but there’s usually not something there because it’s got to change something that’s a part of them, who they are, and what they’re about. And that’s what leadership — that’s the most important part of leadership is you can teach skills, and all kinds of different things, and tactics it can do. But it’s who they are and what they’re about. So, their attitudes, and beliefs, their assumptions, all that’s really critical, and that has to be gotten at by somebody helping that person get at it, or they could possibly get it by reading, but it would take some in-depth kind of personal work on their part to do that.

Tino Mantella: [00:24:24] Michael, when I took over TAG, it was right after the tech bust. You remember that. It was 2004. And the interesting thing, and people have talked about this for ages, but the best time to take over organization is when it’s in crisis because, then, they actually listen, and they’re open to ideas more. So, to the point, I think Bob was spot on. But what I would add from my experience and from seeing others is the best time to — there is a great opportunity to have someone be most aware after they’ve failed at something. And they’re going to be open because it’s like, “I lost my job. We lost money, whatever it is, it didn’t work. Somebody has got to help me.”

Tino Mantella: [00:25:08] If you go along, and you’re in a pretty good place, and to use the TAG, if I came in to TAG, and everything was robust, everybody was getting investments in your area, then there wouldn’t have been that sort of opportunity for me to come in and say, “Here’s what I think we need to do,” because at that time, people were pretty arm weary in terms of what they were trying to do. So, they were very open. So, from my experience, people sometimes need to have that not-so-great experience to be open. And I don’t know what Bob and Lyn would say, but there’s probably not too many people that haven’t, somewhere in their career, had something that didn’t go the way they wanted to make it go.

Bob Turnkett: [00:25:48] Whatever they can, whatever happens to make us more vulnerable makes us more open. And certainly crisis, and hardships, and things that really are adverse, certainly, will help us become more vulnerable. And that’s one of the things that many leaders struggle with, and they need to be more vulnerable and more open. But it’s very, very hard for leaders to do that.

Michael Blake: [00:26:08] It almost sounds like going through the five stages of grief, right? You have a failing organization. You go through the denial, the bargaining. I forgot the other states, but at the end of the day, there’s acceptance. And at some point you’re sort of out of options, and you’ve got to be willing to change. And with leadership, it’s just a deeply personal exercise, too. It’s really hard to blame lack of leadership on somebody else. It really is.

Bob Turnkett: [00:26:35] Right, absolutely.

Michael Blake: [00:26:37] So, there’s a question I want to make sure that I get in because I think it’s very timely. For a long time, and still today, companies address the customer experience. But now, we’re hearing more of a term called the employee experience. I mean, is that a real thing or is it just sort of a buzzword that we had on Bloomberg Radio for a couple of weeks and it’s going to go away?

Bob Turnkett: [00:27:01] Lyn, you did the right work on that.

Lyn Turnkett: [00:27:01] Yeah.  I think it’s a real thing. Some of it, I will tell you, will go away. Any of us who’ve worked in this arena for decades now that the business cycle influences things like that. We’re in a time right now where getting talent is really tough. People are paying a lot attention to their culture. They’re paying a lot of attention to employ experience at every level when they first come to the website, and think they might apply for a job, to the time that they exit the organization.

Lyn Turnkett: [00:27:34] But I do think that one of the things I believe is that as technology increases, as organizations become more AI-infused, people become more important. People coming to the table, knowing that they are valued in the organization, using their brains in the organization, feeling excited to be there is even more important than it is in a factory where you put in the same widget every day.

Lyn Turnkett: [00:28:08] Now, people have to pay attention to that. I think in order for the performance of the organization to be great. So, I think, from that standpoint, even though it will diminish when the business cycle is down a little bit, I think it’s going to stay important.

Tino Mantella: [00:28:23] Michael, when I was — in all the organizations I really run, say, five years or later, we always talk, and I was trained, and I was passionate about the customer being the center of the circle, the customer, the customer. We will do anything, including sometimes ask staff to do something beyond what they want to do because it was the customer-centered circle.

Tino Mantella: [00:28:52] That just doesn’t work anymore because of what Lyn said. And I would add to that, and you already mentioned it, Michael, the generations coming up, they’ll just say, “Yeah, I’m not going to do that.” They’re not going to focus on it. And let’s not take it. Millennials have been probably much maligned over the last many years. But part of it is they really want work/life balance, and they have other opportunities now because the retention rates are so low, and they’re like, “Yeah, I need to go work with my charity tonight,” or whatever.

Tino Mantella: [00:29:23] So, trying to run with command and control or trying to run with customer being the center of the circle and putting employees at a different level below that, you can try as hard as you want, but it’s going to be very difficult because people are going to push back now more than I might say that 10 years ago, whatever job I had, it’s like, “Yes, you’re right. We will do that. We will follow those. We will march to the sound of the guns,” or whatever, but it doesn’t happen now.

Bob Turnkett: [00:29:51] And decades ago, there were some people who stood out in the employee experience area. They weren’t calling it that, but like Horst Schulze, the Ritz Carlton. I remember him giving many presentations, and the employees were really empowered to do things that even today, most employees still aren’t empowered to do. So, he was so much of a forerunner of the employee experience. But I do think, as Lyn said, it will probably fade to some degree, and then reappear in some other form, but certainly without the employee feeling highly valued and doing everything you can to create that.

Bob Turnkett: [00:30:29] I just had a CEO that I was working with yesterday who just lost three people. She’s trying to hire another top level person. And she said that the competition for talent is so strong. She said, “And the way we do things, we go through this interview process that takes a couple of months or more, sometimes three months.” And she said, “I’m just losing people. The best ones there are, they say, ‘I just can’t wait. I got these offers. After one month, I got these two offers. I got to take one of them.'” So, we are in a time when the talent shortage is really making a big difference in our culture.

Michael Blake: [00:31:06] It’s definitely time where labor has a bit more power than we saw 10 years ago.

Bob Turnkett: [00:31:11] Absolutely.

Michael Blake: [00:31:12] So, here’s another question I want to make sure that we cover, and that is, can introverts be leaders? I think many people look at, or if they consider themselves an introvert, they feel like, at a minimum, they’re starting 30 meters behind in a 100-meter dash.

Bob Turnkett: [00:31:29] I have a quick story I just tell and other things, but I had a person I was working with who was the CEO of a large architectural engineering firm. And he scored on the Myers-Briggs type indicator — most people are familiar with this business kind of a profile. And he scored high on introversion, about as far as you can go. And then, when he did a 360 where he’s evaluated by all the people around him, he came out with almost all fives, almost all top scorers from like 40 different people on presentation, formal presentation, all kinds of presentation.

Bob Turnkett: [00:32:04] And I said, “Wow, look at this!” And their comments, there were like 20 or 30 comments. They were all just outstanding kind of comments. I said, “How do you explain this being — you talk about yourself as being an introvert?” He said, “Well, when I was 14 or 15, I decided I want to be a CEO.” So, he said, “I just started paying attention to what CEOs did, how they carried themselves, how they went about things.” And he said, “I’m the kind of person that would like to, if you go to a party or a gathering, get one person, and go off in a corner, and just talk to that person.” He said, “But you won’t see me doing that.” He said, “You’ll see me going into a room with 300 people.” And before that night, he was probably touching in some way or talking with everyone of the 300 people. He said, “Because that’s how important that goal was to me.”

Bob Turnkett: [00:32:46] So, it proved to me that if the goal is very important, we can learn anything. We can change and learn pretty much whatever we want to learn if that goal is that if we had that kind of passion.

Lyn Turnkett: [00:32:57] Also, data from the Myers Briggs shows that introverts are as represented based on how many there are in upper management as extroverts.

Bob Turnkett: [00:33:08] Yeah.

Tino Mantella: [00:33:08] I would just add that part of it is when we talked about awareness  that if you’re a great offensive coach, using a football analogy, then you have to find a good defensive coach to take care of the other side. And I think if you’re really aware and you say, “Okay, here’s my skill sets,” then the great CEOs will look for those balance to make sure. Maybe they don’t like to be out every night at meetings, but they want to have somebody that’s representing them, it doesn’t have to be the CEO. But I think awareness does a lot because it’s, again, not ego, but it’s like, “I’m not that good at that. I need to find somebody really strong at that.” So, it provides that balance.

Michael Blake: [00:33:52] Well, good. I’m glad I’m not hopeless. So, I’ll share a personal story. My wife has one great fear with me, and that is that she fears I’m going to be picked for a Mars mission because I’m such an introvert. She feels that my dream job would be stuck in a tin can one hundred million miles away from humanity for six months where I can’t even have a live phone conversation. Now, I’m too fat near-sighted to do that, but that’s her greatest fear. But I’m glad for somebody like me, there’s even hope.

Bob Turnkett: [00:34:20] That reminds me of the woman I was working with, and she was talking about her husband. She said, “I just wish…” He was highly introverted, and he didn’t talk much with her, and she really wanted to communication. She said, “I just really wish I could get inside his brain, and just walk around in there to see what is going on, because I just can’t quite figure out what’s going on with him.”

Michael Blake: [00:34:37] That’s right. That’s right. Sometimes, it’s a boardwalk. Sometimes, it’s a house of horrors. So, Tino, I’m going to direct this question at you first, and then let’s you guys jump in, but I did have this question with you in mind. Because you have led so many different types of organizations – for-profit, not-for-profit, large organizations, smaller organizations with different missions – does your leadership style have to change based on the kind of organization you have or are there leadership principles that are timeless and ought to work everywhere?

Tino Mantella: [00:35:09] So, I’d say your leadership knowledge and skill sets don’t have to change, but what you have to understand that isn’t always easy is what culture you’re inheriting. And as, I think, Peter Drucker said, “Culture eats strategy for breakfast.” And I’ve seen that many times in organizations that I’ve been involved with and organizations that we’ve worked with.

Tino Mantella: [00:35:35] And so, when you go into an organization, something that worked phenomenally at one will not work at all in another because the culture is different, and they’re not going to embrace it. So, I can give lots of stories about what I’ve seen where it’s just you go in with the same roadmap, or Gantt chart, or operating plan.

Tino Mantella: [00:35:58] I’ll give you one example. Young company I’ve worked with, and I came in full of fire and brimstone saying, “Okay, we’re gonna do operating plan, performance standards, NPR scores.” And they looked at me like I had three heads because they’re a bunch of entrepreneurs that just want to do what they’re doing. So, you have to take your time, pace it, make sure you have the right people, and not do it your way, as Bob and Lyn said. Sometimes you have to be flexible enough to say, “Let me stop, and listen, and see what you need.”

Tino Mantella: [00:36:34] So, I think the core skill for me has been you can use some of the principles that you’ve always used to build organizations, but you can’t always use the same techniques because the cultures are different. Lyn is an expert in culture and Bob as well.

Lyn Turnkett: [00:36:55] Well, that just reminds me, we talked to earlier about what derails people. And I think, sometimes, success could derail people, too much success. And to your point about not being adaptive, I was thinking, I was listening to your podcast that reminded me of the story of Ron Johnson at JC Penney. He had been dramatically successful at Target. Then, went to Apple and was dramatically successful in building their stores. And then, went to JC Penney.

Lyn Turnkett: [00:37:25] And this was a podcast about decision making, but it talked about the fact that he thought he knew all the answers there. He came up immediately with a strategic plan. And there was a lot written at the time about he cutting all of their brands. He didn’t ask people who are there what they thought. He stopped all the sales. He thought what he did at Apple was going to fly here, and he was the guy who could do it. So, to that point, you’ve got know what you’re moving into. And in my opinion, also, you’ve got to know that no matter who you are, you can’t be the only brain in the room.

Michael Blake: [00:38:03] I’ve stolen a technique or question from a guy named Tom Keene. He does the morning show for Bloomberg Radio. And when he interviews people, he’ll take a position. He’s a very smart guy. He’s a CFA charter holder and an economist in his own right. But he’ll often ask, “What have I got wrong?” He doesn’t end the question for validation. He ends the question asking for what are the holes. So, he’s inviting people to criticize.

Michael Blake: [00:38:31] And I think that is so smart. I’ve stolen it because I don’t need people to tell me why my idea is great. I already think it’s great. I wouldn’t have suggested it. But that question as a journalist is, “What have I got wrong?” It creates such a constructive conversation. Just that opening can make the hugest difference and being willing to be wrong. And as Bill Gates is famous for saying, “Success as a lousy teacher.” Exactly to your point, because it may reinforce maybe something that you don’t need to have reinforced necessarily.

Lyn Turnkett: [00:39:04] Right.

Bob Turnkett: [00:39:05] And that success is a lousy teacher is kind of another problem in terms of the way — we talk about in our company the levels of leadership or the stages of growth. Robert Keegan at Harvard did the same on stages of growth. And so, most people in organizations, they’re in the stage 3 to 4. But when you get to stage 4, you’re really doing pretty well in most aspects of leadership, most aspects of leading a team, et cetera, et cetera.

Bob Turnkett: [00:39:31] So, you’re really pretty. You’re really very good, but what happens is that you get a little cocky. And I don’t mean in a real negative way, but you’ve self-assured to the point where you don’t think you need to learn anymore, or you need to grow anymore. And then, that’s where the success tends to then delude you into thinking you’re really that good. And then, to be able to move to a level five, you’ve got to be able to then kind of put yourself back in the position of learning from everybody around you and really being able to do that.

Michael Blake: [00:39:58] Is there more vulnerable a point in life than when you think you have it all figured out? I’m not sure that there is, right?

Bob Turnkett: [00:40:06] That’s right.

Lyn Turnkett: [00:40:06] Yeah.

Michael Blake: [00:40:06] That’s when you’re whistling. You’re looking for the clouds. And that’s where the manhole is right under your right foot, right?

Bob Turnkett: [00:40:13] Yeah.

Michael Blake: [00:40:13] So-

Tino Mantella: [00:40:13] We’re all a work in process, all of us.

Michael Blake: [00:40:15] We sure are. My goal is that my last assignment I ever do in my life is my best one. Just a little bit  than the one before that. So, I’m going to ask you for some free consulting here while I have you captive on the microphone here. And that is that I have this notion — As you know, I work for an accounting firm. And accounting firms have a reputation of being a certain way. And I don’t think I have to explain what that certain way is. But one thing that accounting firms have is we have this notion of busy season where we got to get stuff out by April 15th, and September 15th, October 15th, or the world simply ends, vanishes.

Michael Blake: [00:40:53] And that’s a very tough time for everybody. Morale can really drag during that time. It’s working 60 hours a week filling out people’s tax returns. I get it. I thank God I don’t have to do it. But I look at Silicon Valley, and there are people there that are technical, and they’re working, by all accounts, 90 hours a week or more to the point that they offer free food and dry cleaning. Literally, you can’t drag these people out of their offices.

Michael Blake: [00:41:25] Is it just something that’s native to technology, or is it fair to ask the question that I’ve been asking, and people are looking going, “He’s a witch”? Is there something we could learn from Silicon Valley that instead of making people like they’re on this forced march, but they just love doing what they do and have a sense of purpose that big problem is dragging them out of the office, or is that just a dumb idea? What have I got wrong?

Lyn Turnkett: [00:41:53] I think most of the time when people are working like that because they want to, and I don’t really have a great answer here, but I think, often, it’s because, to your point, they are so excited about what they are doing. They love what they’re doing. Often, if it’s a startup, they’ve got some piece of the action, they expect it to — they have a sense of ownership, and there is purpose and drive in that.

Lyn Turnkett: [00:42:20] I don’t know if you can have an accounting firm where people are that excited about — maybe you could. And that’d be an interesting thing is to look at the places where people don’t talk like that, and the places where they do-

Tino Mantella: [00:42:34] That might be our next research project.

Lyn Turnkett: [00:42:35] Yeah.

Michael Blake: [00:42:35] Would that be cool?

Lyn Turnkett: [00:42:36] Yeah. Yeah.

Tino Mantella: [00:42:37] I do think, though, you’re on to something with technologists researchers, people that can work more independently. Although, if technologists are listening in this, they’d say that they can’t do that anymore. The days of shoving a pizza under the door and seeing what happens in that room that nobody knows what’s going on are gone.

Tino Mantella: [00:42:58] CIOS that I know and I know many are talking about the importance of communication, and teaming, and being involved, but I do think that when I ran the Arthritis Foundation, you see the researchers, and you see that that the technologists that are really involved with a project that they’re working on science, that most people have no idea what it is. And they’re not solving — they’re not curing cancer. They’re just moving like an inch, but they’ll work 90 hours a week because it’s their personal passion to make that happen.

Tino Mantella: [00:43:29] So, I think leaders, they are trying to figure out, with every person, what is that thing? Although, we also want to respect that most people aren’t going to want to work 40 hours, 50 hours a week, I’d say. So, it’s kind of that balance. But I do think there’s certain positions that probably lend themselves more to that.

Bob Turnkett: [00:43:48] I think a good book to read would be American Icon. And it’s about Alan Mulally, who was CEO of Ford, brought in to Ford to be the CEO. And this is many years ago. But the book chronicles what he did and helped create in Ford transformation of a culture that was in real trouble to one that probably was one of the best in the world and did it through really empowering people, through creating teams in people.

Bob Turnkett: [00:44:18] If you read — Lyn and I got to hear him speak. He was given an award in New York from the Chief Executive Magazine. And you can just tell the combination of humility and also toughness, those two. It was really, really powerful with him. And he helped get the whole culture motivated in a way that very, very few companies have ever done. So, it’s very possible to do it. It’s just harder with certain areas than others, but definitely a lot of the same tenets apply.

Michael Blake: [00:44:51] So, you’ve given us a lot of time already, and I want to be be respectful of that. So, I just got a couple more questions. And one of those last two shots that I’ve got is, what advice can you give the company, somebody that’s listening right now, and they’re sensing a leadership deficiency, either with themselves or the organization? What’s a piece of advice you could give them in terms of what they should be thinking about in terms of addressing a leadership deficiency of some kind?

Bob Turnkett: [00:45:19] We can send them our leadership character model. Just kidding.

Lyn Turnkett: [00:45:21] Sure, read a book. Read our book.

Michael Blake: [00:45:24] Yeah, read their book. Go to their website, and your new podcast, which you just started as well.

Bob Turnkett: [00:45:28] Right. That’s right. Yeah

Lyn Turnkett: [00:45:30] Yeah, I would say this is a bit self-serving, but any way you can get feedback is really helpful. Have somebody assess things, come in with an outside perspective can often be very, very helpful. Your your question, “What have I got wrong?” is great. If you’re a leader, ask people that. We have a forum we’d be happy to share with people. That, just, is something you could give people are working with you. And one of the questions is, how can I support you better? And often, that question sparks a good conversation. But if things are really not going well, it is probably going to pay to get some outside help.

Bob Turnkett: [00:46:15] And in the days in today, while we do work with situations where nobody wants us to come in to help them because of a deficiency, much  of our work and most of our work is probably with companies that are doing well that want to get even better. And, also, they’re facing so much more complexity that everything is changing and so dynamic, it’s just difficult to keep up. So, they’re doing their — well, as Robert Kagan said in his book, In Over Our Heads, we’re all in over our heads. With with the mental and moral complexities of our culture and our businesses, we’re all in our heads. So, everybody needs outside help. Probably every individual, but also, for sure, every company, every organization.

Tino Mantella: [00:46:58] This individual does not, for sure. I know I told the thing. I was talking to Bob one day, and I was writing like a little blog, and I said, “I’ve never had a coach.” And Bob came over and said, “Didn’t you play all kinds of sports and do all these other things?” And I’m like, “Oh, yeah, I’ve had a lot of coaches.” And then, you start to be aware of it.

Tino Mantella: [00:47:19] A couple of points here. The best tennis players we, now, are watching on Wimbledon, Nadal, and all, and Serena Williams, they all have coaches. Every good leader has a coach, whether it’s in sports. And so, I think, now — and I had breakfast with the gentleman a couple of days ago, he said, “I think this next generation coming up is actually going to be even more open to having coaches because,” he said, “my kids play baseball.” He goes, “They have a pitching coach. They have a batting coach. They have an outfielder coach, whatever it is. So, they’re really used to having people that can bring them along.” And I think that’s a good thing.

Lyn Turnkett: [00:47:59] Right, great.

Bob Turnkett: [00:48:01] And I’m a real advocate of women in leadership. And there is two women, both have the first name, Frances. One is Frances Hesselbein, who is probably one of the best leaders. And she transformed the Girl Scouts. And then, Drucker, Peter Drucker had her come and run the Drucker Foundation. And the other is Frances Kinne, who is in Jacksonville, Florida, and kind of there. And she’s 102, and she’s still going strong. Just went to a board meeting just a few few days ago. And so, again, she’s — Everybody wants her. She was on 40 something boards at one time. Everybody wanted her as part of their business because she is just so inspiring. So, when you have that kind of inspiration, that kind of a feeling within an organization, it makes a huge difference.

Michael Blake: [00:48:46] There’s a lot more we could cover. And it’s tempting to try to make this a two-parter, but I’m going to resist the temptation. But there’s a lot more that people can talk about. I am sure there’s a lot of leadership — I know there are a lot of leadership topics that we have not been able to touch upon today that a listener is interested in having addressed. Can they contact you for more information, get some advice, or maybe it makes sense to bring in somebody like you guys? And if so, what’s the best way to contact you?

Tino Mantella: [00:49:13] I think you can just go to our website, turknett.com, or contact us. I’ll give my cell phone, 678-984-8528. You can call any of us. We’re really responsive, and we’re happy to help. And even if it’s just to spend some time talking about what the issue is, I think, we can be helpful in that regard.

Bob Turnkett: [00:49:35] Even to direct somebody to somebody else who might help them when they’re intervening. So, yeah, we’d be glad to.

Michael Blake: [00:49:41] Very good. So, that’s going to wrap it up for today’s program. I’d like to thank Lyn Turknett, Bob Turknett, and Tino Mantella so much for joining us today and sharing their expertise with us.

Michael Blake: [00:49:53] We’ll be exploring a new topic each week, so please tune in, so that when you’re faced with your next business decision, you have clear vision when making it. If you enjoyed this podcast, please consider leaving a review with your favorite podcast aggregator. It helps people find us, so that we can help them. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision Podcast.

Tagged With: Dayton accounting, Dayton business advisory, Dayton CPA, Dayton CPA firm, deficient leadership, deficit leadership, Dr. Robert Turknett, Drucker Foundation, emotional intelligence, Employee Engagement, employee experience, executive coaching, Frances Hesselbein, Frances Kinne, Georgia Leadership Character Awards, Horst Schulze, Leadership, Leadership Character model, leadership development, leadership for startups, learning agility, Lyn Turknett, Michael Blake, Mike Blake, Navy SEALs, passive leadership, perfectionism, Peter Drucker, President of Turknett Leadership Group, Ritz-Carlton, self-awareness, talent acquisition, Tino Mantella, turknett leadership, Turknett Leadership Character Award, Turknett Leadership Group

E30 Change Management with Julia Steel and Renee Campisi

May 20, 2019 by Karen

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E30 Change Management with Julia Steel and Renee Campisi
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E30 Change Management with Julia Steel and Renee Campisi

Have your struggled with Change Management? In this episode of Project Management Office Hours we have an in-depth discussion with Julia Steel and Renee Campisi on Change Management and Agile for Business.

We often look at Change Management on a per project basis rather than looking at Change as an overall initiative. How are we working within organizations with Managers and Leaders to prepare for change? Julia shares insights from her book, “Buy-in: How to Lead Change, Build Commitment and Inspire People.”

Listen to hear Julia describe the 3 C’s, Confidence, Clout and Courage to lead to successful Change. Renee shares her story which has grown to founding Nimble Giants. Listen to hear her discuss Agile for Business and the experiences that have helped shape her work. She provides great insights with stories, tips and tools which help organizations and leaders implement change.Think of “Change Fitness”, just as athletes need to practice and exercise to improve within their sport of choice we need to practice Change to improve.

Tune in for upcoming shows with Project Management leaders and subscribe to the podcast on Apple Podcast, iHeartRadio, Spotify, Stitcher, Spreaker or your favorite podcast platform! Our next show will be June 6th at 11:00am PST with Steve Fullmer and Darrel Gardner. Thanks to our sponsors PM Master Prep and THE PMO SQUAD. PM Master Prep is offering 20% off all services by using code PMOJOE at checkout on www.pmmasterprep.com.

Julia-Seel-on-Phoenix-Business-RadioXJulia Steel is on a mission to help individuals, teams and organisations supercharge progress, navigate change and deliver results that matter. JuliaSteelLogow60h60white

She is an international speaker, author, facilitator, and coach, offering programs that help you focus on, implement and achieve strategic change.

Julia is the author of “Buy-in: How to Lead Change, Build Commitment and Inspire People,” is a graduate of Stanford University’s Executive LEAD program and knows that enrolling the right people, at the right time, is crucial to your success.

Connect with Julia on LinkedIn, Facebook, Twitter and Instagram.

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Nimble Giants will work with you to figure out exactly what services your business needs to run more efficiently and productively using an agile for business approach. Once that is established, they will work with you to figure out how you can grow your business from where it is now to where you dream of taking it.

Renee-Campisi-on-Phoenix-Business-RadioXRenee Campisi is leveraging her 20+ years of Process, Technology, Operations, Leadership and Change Management experience to bring her clients Nimble Giants Consulting. Renee’s business consulting services are focused on helping her clients unlock additional potential within their teams as well as operate in a strong, flexible and swift manner to remain competitive in today’s ever-changing landscape.

Renee first began her career at Accenture in Process and Technology Consulting for Fortune 100 companies. She credits her passion for business and leadership approach to spending her formative business years at Accenture where she practiced client partnership, consultative solutioning, innovation, technical leadership and project adoption.

Six years later, Renee left Accenture to operationalize a Joint Venture Partnership Program for a Phoenix based startup. This entrepreneurial experience helped round out Renee’s corporate business experience and provided her with a deep appreciation of the commitment and determination needed to succeed as a business owner.

After successfully expanding the Phoenix based entrepreneur’s Partnership Program across the US, Renee returned to her Process and Technology roots where she lead Professional Services for Pearson Education’s School Systems Business Unit. Here she strengthened her Program and Change Management experience and furthered her Operational Leadership and Business Partner Acumen.

After five rewarding years with Pearson, Renee was asked to design and implement an Operations Department for Neudesic, a highly successful and innovative Systems Integrator and Consulting Services Company with 12 offices across the US. Here Renee designed and implemented Business Capabilities focused on Business Performance Analysis and Advisement, Resource Deployment, Internal Process and Systems Development, Strategic Initiative Management, Financial Projections and Capacity Planning.

Currently, Renee is engaged with a Fortune 500 Company headquartered in downtown Phoenix where she is helping her client revolutionize how data driven innovation project work get accomplished using the skills she’s acquired through the years while helping the change she is implementing last.

Connect with Renee on LinkedIn.

ABOUT THE PROJECT MANAGEMENT OFFICE HOURS SERIES

Project Management Office Hours is intended to provide Project Management professionals a place to drop in and discuss Success Stories, Best Practices, and Lessons Learned.  Project Management Consultant Joy Gumz has shared with us, “Operations keep the lights on, strategy provides the light at the end of the tunnel, but project management is the train engine that moves the organization forward.”  

Each of us has a unique story to tell, but collectively we share a message that organizations who embrace Project Management Best Practices perform better than those which don’t.  Organizations which align Projects to Strategy perform better.  Organizations with Engage Executive Sponsors deliver better results.  Organizations which measure Project Management performance outperform those which don’t.

During our Project Management Office Hours, we hear directly from Industry leaders how to make an impact in our profession. How we, collectively, will Advance Project Management Best Practices, One Listener at a time! 

Project Management Office Hours is powered by The PMO SQUAD 

ABOUT YOUR HOST

Joe Pusz started THE PMO SQUAD to bring real world PMO Leadership experience to the consulting space and to advocate for Project Management through his blog PMOJOE.com. The old saying is “Do what you love and you’ll never work a day in your life.” Following this mindset Joe left Corporate America in 2013 to start THE PMO SQUAD and work with fellow Natural Born Project Managers to advance Project Management Best Practices.

THE PMO SQUAD focuses exclusively on PMO and Project Management consulting. Corporate America is full of Accidental Project Managers running projects who haven’t been trained to be PMs. To help solve this problem THE PMO SQUAD is on the Leading Edge with PMO As a Service. PMO As a Service allows our clients to focus on their respective core competencies while THE PMO SQUAD delivers Project Management expertise. Contact Joe at 678-591-7868. Follow The PMO Squad on LinkedIn, Twitter and Facebook.

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Our Courseware has been designed to be shorter, easier to learn for students, and easier to teach for instructors. Your students will learn faster, retain more and will pass the PMP exam!

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Tagged With: Consultant, COO, Data Driven Innovation, data science, Digital Deployment, emotional intelligence, entrepreneur, executive coaching, Fortune 100, Fortune 50, Fortune 500, GE CAP, GE Change Acceleration Process, leader, Leadership, Management Consultant, Operational Excellence, Operations Expert, President, Process Expert, project management, Prosci, Servant Leadership, speaker, Technologist, woman owned business

Decision Vision Episode 14: CEO Peer Groups – An Interview with Marc Borrelli, Vistage Worldwide

May 9, 2019 by John Ray

Decision Vision
Decision Vision
Decision Vision Episode 14: CEO Peer Groups – An Interview with Marc Borrelli, Vistage Worldwide
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Marc Borrelli, Vistage Worldwide, and Michael Blake, Host of “Decision Vision”

CEO Peer Groups

What’s a CEO peer group all about? Should I join one? What’s the return on the investment of participating in such a group? In this edition of “Decision Vision” host Michael Blake, interviews Marc Borrelli, Chair of Vistage Worldwide.

Marc Borrelli, Vistage Worldwide

Marc Borrelli, Vistage Worldwide

Marc Borrelli arranges and chairs Vistage Peer Advisory Groups, which have about 16 CEOs in them, meet on a monthly basis to discuss issues and opportunities the members face to provide advice, challenge assumptions, prevent hubris, and then hold the members accountable for the commitments they have made.  The members discuss all kinds of issues in these meetings from profits and cash flow, strategic planning, acquisitions, and sales, and challenges with other owners. The members get the benefit of 15 other CEOs helping them, who are not beholden to them for anything, other than being helped themselves. Members come from a wide variety of industries and the only rules are not customers or suppliers. Vistage has 23,000 members worldwide and 17,000 in the US.

Michael Blake, Brady Ware & Company

Mike Blake, Host of “Decision Vision”

Michael Blake is Host of the “Decision Vision” podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

“Decision Vision” is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the “Decision Vision” podcast. Past episodes of “Decision Vision” can be found here. “Decision Vision” is produced and broadcast by Business RadioX®.

Visit Brady Ware & Company on social media:

LinkedIn:  https://www.linkedin.com/company/brady-ware/

Facebook: https://www.facebook.com/bradywareCPAs/

Twitter: https://twitter.com/BradyWare

Instagram: https://www.instagram.com/bradywarecompany/

Show Transcript

Intro: [00:00:01] Welcome to Decision Vision, a podcast series focusing on critical business decisions, brought to you by Brady Ware & Company. Brady Ware is a regional, full-service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Michael Blake: [00:00:20] And welcome back to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic. Rather than making recommendations because everyone’s circumstances are different, we talk to subject matter experts about how they would recommend thinking about that decision.

Michael Blake: [00:00:38] My name is Mike Blake, and I’m your host for today’s program. I’m a Director at Brady Ware & Company, a full-service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia, which is where we are recording today. Brady Ware is sponsoring this podcast. If you like this podcast, please subscribe on your favorite podcast aggregator and please also consider leaving a review of the podcast as well.

Michael Blake: [00:01:02] So, today we’re going to talk about CEO/executive peer study groups. And these are groups that are entities that have like-minded or ostensibly like-minded decision makers where they, kind of, have group therapy, study issues together, and learn from one another. And there are number of groups that are all over the place, literally, worldwide.

Michael Blake: [00:01:27] And it’s an interesting model because being CEO of any organization is a very lonely place, and everyone expects you to have the answers, sometimes, even unrealistically. And just like we’ve kind of asked, “Who does the therapist talk to when they’re feeling depressed?” who does the decision maker turn to when they need some help making important decisions, but they don’t necessarily know who to turn to, and maybe not warrant engaging in consulting, or may require a different relationship than what a consultant could provide? And it’s a big decision. I know these groups help a lot of people. And for other people, it’s not necessarily the right fit.

Michael Blake: [00:02:10] And joining us to help us work through this is Marc Borrelli. Marc Borrelli arranges and chairs Vistage Peer Advisory Groups, which have about sixteen CEOs in them. They meet on a monthly basis to discuss issues and opportunities the members face to provide advice, challenge assumptions, prevent hubris, and then hold the members accountable for the commitments they have made. The members discuss all kinds of issues in these meetings from profits, to cash flow, strategic planning, acquisitions, and sales, and challenges with other owners. Not necessarily among the other owners, just challenges among the other owners.

Michael Blake: [00:02:46] The members get the benefit of 15 other CEOs helping them who are not beholden to them for anything other than being helped themselves. Members come from a wide variety of industries. And the only rules are not customers or suppliers. Vistage has 23,000 members worldwide and 17,000 in the United States. Marc has 30 years of strategy and investment banking experience. Marc is expertly positioned to offer a range of unique advisory services, and he’s worked across Europe, Africa, and the United States, closing more than 100 transactions worth over $3 billion, and is perhaps best known for his fluency in the language of numbers.

Michael Blake: [00:03:23] He is a current chair of the Technology Association of Georgia’s Corporate Development Board, which basically means M&A advocacy, and is a CFA charter holder. Marc is a sharp, sharp guy who is not afraid to tell you what he thinks and why. And that’s why he’s going to be a great interview today. Marc, thanks for coming on.

Marc Borrelli: [00:03:41] Thank you for having me.

Michael Blake: [00:03:43] So, Marc, you’ve done all this stuff. You do deals, doing deals of very intense, fast-paced, sort of, all out kind of profession. And then, you decide to go and become an educator. Why?

Marc Borrelli: [00:03:57] So, I think, to cut this long story short, way back, when I started my own M&A firm, somebody from Vistage approached me and said, “Are you interested in joining a Vistage Group?” And being a very conceited, young 40-year-old, I turned around and said, “God, no. I know everything. I don’t need you. I’m an M&A expert.” Fast forward about — Actually, I was in my mid-30s. And fast forward 10 years, and I was in my mid-40s, I’d just gone through a divorce. I was in a child custody battle. My business was on the ropes. And another person came along and asked the same question, and I grabbed the lifeline with both hands before I drowned.

Marc Borrelli: [00:04:31] So, I think, yes. I think everybody gets — and I was in the group for years, and then I decided to come and do this. And it’s not really — I like your term educate. I don’t think it’s an educator. And, I think, truly, the groups you get into, the benefit I always say is challenging the assumptions and truly finding out what the underlying question is. It’s not there to provide magic answers. It’s not like we lift up the Magic 8 ball at every meeting and say, “Okay, this is what you have to do.” But it’s really asking questions and deep questions to find out what the real issue is, and then getting the person to commit to do something, and then holding them accountable.

Marc Borrelli: [00:05:07] And that’s what I love about it. I love seeing people succeed and grow. I think the people who don’t like it in a lot of cases, or like I was in my mid 30s, they think they know it all, I always say, to be a great Vistage member, you have to have experienced pain, and suffered, and you realize you don’t know it all, and you need help every day.

Michael Blake: [00:05:25] So, you need to be broken down before you’re ready to join Vistage.

Marc Borrelli: [00:05:28] Absolutely, absolutely. Yes.

Michael Blake: [00:05:33] You mentioned asking the right questions, and it calls to mind an Einstein quote that goes something like, “”Finding solutions is easy. It’s asking the right questions that’s the hard part.” Right?

Marc Borrelli: [00:05:45] Absolutely.

Michael Blake: [00:05:46] And I think that’s what’s drawn me to you and our friendship over the years is that you do ask great questions, and you don’t take anything for granted. Even if it’s something that maybe we thought was true two years ago, that doesn’t necessarily mean it’s true today, right?

Marc Borrelli: [00:06:02] No. And I think that’s the hardest thing for business members, business owners, and CEOs, and for myself is the world is changing so fast. I’ll give you an example. I recently gave every one of my Vistage members Tom Friedman’s book, Thank You for Being Late, which is about how much the world has changed, and technology is changing, everything. And the speed of change is affecting every area of our business. Whatever model got us to here — it’s a great book. What got you to here won’t get you to there. And that’s why we need others to challenge us, and make us think, and just digressing slightly. The common complaint I hear is, “Damn, these millennials, how do we work with them?” And it’s like they’re now the biggest sector of the working population. You got to figure this out.

Michael Blake: [00:06:42] Right.

Marc Borrelli: [00:06:43] You can complain about them, but if you don’t figure out how to make them happy and keep them, you’re going to lose, not them.

Michael Blake: [00:06:48] Right. Really, they’re saying, “Damn, how we’re going to work with these Gen Xer’s and late baby boomers, right?

Marc Borrelli: [00:06:53] Exactly.

Michael Blake: [00:06:54] That’s really the conversation that’s going on. We’re going to be in a position where we’ve got to justify ourselves to them, and we probably seem clinically insane too many of them.

Marc Borrelli: [00:07:04] Totally, yes.

Michael Blake: [00:07:05] And maybe they’re not wrong.

Marc Borrelli: [00:07:07] No. And I think it’s very interesting for those of us, we’re about the same age, we grew up in an environment where you’ve joined a company, you paid your dues, you worked hard, nobody thanked you, and you just accepted that was the norm. And it was interesting in the Vistage Group, somebody posed the question, you have the most perfect employee sitting across from you that you’re interviewing that you really want, and they look at you and say, “Why should I join your organization?” And nobody could answer the question. I mean, they all said, “Because we’re a great company.” And the person who raised it said, “So, all the other companies will say ‘We’re really bad companies. Come here and be abused.'” No, they all say they’re great. So, how do you sell this?

Marc Borrelli: [00:07:45] And I think that’s the challenge that we have to deal with, and that’s what I love about it. It’s always new, and it’s always interesting, and helping people try, and just do it better.

Michael Blake: [00:07:55] I’ve got to have some discipline because if I take the conversation the way I want to, we’ll be here three hours later, and they’re going to cut us off. So, I got to stay on topic. It’s just so hard with you. There’s so many peer executive types of groups out there. Vistage is one. There are others. Some are just informal. Others are formalized. What do you think sets Vistage apart from those other groups, if anything?

Marc Borrelli: [00:08:17] So, I think if you look at all four groups, they all have some component of four things. They’re either networking groups, they are social groups, they are personal improvement groups, and they’re business improvement groups. As I tell people, Vistage is not a networking group. We don’t encourage you doing business with each other. We’re not a BNI group. We don’t want that.

Marc Borrelli: [00:08:39] We’re not really a social group. Yeah, we do get together a couple of times a year, but it’s not our key thing. YPO is probably the greatest and best social group. We are a business improvement and a personal improvement. That’s what we focus on. So, I think when you’re looking it, what do you want out of the group? And then, of course, there are some groups that have specific categories like religious affiliations, which we don’t have. We’re open. We believe the more diverse the members, the better input you get, and the better results you get. But I think that’s what you look at is what is it you want out of the group.

Michael Blake: [00:09:12] So, what kinds of topics have you been covering in your group over the last year? Can you talk about that, or is it confidential?

Marc Borrelli: [00:09:20] No, absolutely. Well, I won’t give names away, so it’s not confidential. So, on some of the more simple things we’ve been talking about is getting lines of credit available and making sure you well banked, so if a downturn comes you can get through it financially. How do we challenge clients who are not paying us on a timely basis and get our receivables down? Some people are looking for a COO to help them grow the business through the next stage, which comes into things like technology systems, implementing ERP systems, for advice on that.

Marc Borrelli: [00:09:54] A common one is my exit strategy. Your exit strategy might be you’re the owner, and you’re going to exit at some point, or even more simply, I’m the key person in the private equity own group, and I don’t want to be sold with the company at the next sale. So, how do I build my exit? Some people, it’s as simple as what does success mean for you in your organization. They haven’t really thought that through. And then, we get into some of the more personal ones. And I’m not going to give names, but I’ve had people deal with issues like children with drug problems, abuse issues. So, we cover a wide gamut of things.

Michael Blake: [00:10:29] So, that’s interesting. So, your discussions do bleed over into the personal-

Marc Borrelli: [00:10:34] Oh totally.

Michael Blake: [00:10:34] … as life part of the work life.

Marc Borrelli: [00:10:36] I come from the assumption that we’re here to help you with anything that affects your business. And as I tell people, having been through a divorce and, now, proudly wear the t-shirt, for a year, you’re useless. Your mind is not focused, you’re distracted, you cannot put the attention you need in. And if that’s one of your issues, or you’ve got a dying parent, or child going through some trauma, you are heavily distracted, which affects your business. Now, we’re not therapists. I’m not going to claim we provide therapy, and we’re not going to tell you, but we’re going to try and give you coping mechanisms.

Marc Borrelli: [00:11:08] So, for instance, one of my members is going through a serious litigation at the moment, very distracted by it, and it’s just simple things like the members reach out to him on a regular basis, see if they can help him. Remind him, “Are you meditating? Are you getting a break from it? Because if you don’t do these things, it will consume you.” And as one member said to him, “Look, don’t worry about the litigation, beat them at business. If you beat them at business, you’ve won.” So, it’s just helping people come at it from different perspectives.

Michael Blake: [00:11:34] So, your group then must get pretty tight pretty quickly I would imagine.

Marc Borrelli: [00:11:41] Yes. You’d definitely see there are two types of people that come in the group, those that get tight, and they get together socially. And I encourage that because you’re not going to care about other people and take care of them unless you know them. And then, there’s some that never really get socially involved for whatever reason, and they tend to drift off.

Marc Borrelli: [00:11:58] So, yes, I try and encourage my group. This is a personal thing. Every Vistage Group is different. As of this year, we try and get together four times a year for dinners. Twice a year, we have spouses. We do retreats, I’m going on a retreat with another group next week. I believe the more you’re entangled with each other, the more you care about each other, the more you’re going to help each other. And that’s what this is about.

Michael Blake: [00:12:21] Okay. Now, obviously, although you’re providing it good, it is a commercial exercise.

Marc Borrelli: [00:12:25] Absolutely.

Michael Blake: [00:12:25] So, if I’m thinking about, “This sounds interesting, I might be able to make use of it,” what are the economics look like? What are the costs look like?

Marc Borrelli: [00:12:36] So, basically, in my main Vistage Groups, it’s about $1600 a month to be a member. It has a 90-day termination clause. So, it’s not payable for a whole year upfront. You just pay monthly. And then, once a month, you have to host a meeting, which means you have to provide all the food and the facilities. Now, we also do retreats and dinners where everybody pays their share. So, if I’m looking at all those numbers, you’re just over 20 grand a year.

Marc Borrelli: [00:13:01] A lot of people look at me and say, “Oh my God. I could never afford that.” Being a business person and investment banker, my mind automatically goes to numbers, as you mentioned. So, I’m looking at it, and I say, “Well, what’s the ROI on it? And if you’re the CEO of a business, what’s your average decision? Now, hopefully you’re not just deciding on paper clips, but if you’re deciding on hiring senior people or new market stand, your average decisions got to be over 100 grand a year. And if the group helps you make one good decision a year, the ROI is 500%. So, where can you go wrong with this?”

Marc Borrelli: [00:13:35] Now, some people say, “Well, the group didn’t help me with their decisions.” And I was like, “Well, you didn’t bring a good question to the group,” or “If you just want them to pat you on the back, that’s not using them effectively,” but yes. So, I think there is cost, as you said, but there should be a return on it.

Michael Blake: [00:13:49] And how many groups do you have?

Marc Borrelli: [00:13:51] I have two CEO groups. My one group is from a million to about 8 million in revenue. My other groups 8 million to 50 million in revenue. And I’ve split them because the bigger companies just have more employees and a different type of issue. And then, I have a third group, which is less expensive, but it’s not for CEOs, it’s for senior executives within organizations that are coming up.

Michael Blake: [00:14:12] Okay. And so, that’s a peer group to help them from a career counseling standpoint?

Marc Borrelli: [00:14:16] Correct, yes.

Michael Blake: [00:14:19] Okay. So, did you have a chance to meet other — is your official title a facilitator? Are you a group leader, are you-

Marc Borrelli: [00:14:29] I’m called the Chair.

Michael Blake: [00:14:29] … the ayatollah?

Marc Borrelli: [00:14:30] I am called the Chair of the group. And I guess if you wanted to say anything, I’m a facilitator.

Michael Blake: [00:14:37] Okay. So, as the chair/facilitator of the group, do you have a chance to meet other chair facilitators? And if so, how much do you differ, or do you tend to have a very kind of consistent profile?

Marc Borrelli: [00:14:52] No, I think we’re all very different. And, at least, I meet within the Vistage community. All the chairs get together once a month to discuss best practices and different things. I think we’re all different. We all bring different skill sets because of our background to the table. I bring a financial background. Other people run HR companies, so they bring an HR background. We’re all different.

Marc Borrelli: [00:15:12] I think having spoken to people who were in other organizations, which didn’t have a “facilitator” or somebody in charge, and they took turns, they have said to me that they didn’t find the issues we run as well because nobody is trained to do it. My job is not to jump and tell everybody the answer. My job is just to keep the conversation, draw people out, and make sure everybody gets — I herd the cats.

Michael Blake: [00:15:36] So, do you find then that you tend to draw people that already have an affinity for numbers, data, analytics, finance, or is it the opposite? Do you tend to draw people that know that that’s a weakness of theirs, and they’re hoping that you’re going to plug that or somehow fill that gap?

Marc Borrelli: [00:15:55] I wish I could say it was one or the other, but it doesn’t seem to be either. I have people who are very numerate, and I have people who have no clue, and I’m trying to educate those that don’t. But, again, it comes back to what do you really want to learn? And, often, I tell people, “Look, as a CEO, it’s not so much what you have to learn on the finance side. It’s actually just knowing the numbers you need to look at to make sure your business is operating.”

Marc Borrelli: [00:16:19] So, I encourage all the CEOs that I work with to get custom dashboards built for them that, at one glance, they can tell what’s going on in their business. They should get them every week or less depending on — I mean, more often than that, depending on what their business is, but they should not be delving into Quickbooks or whatever the accounting package they have spending hours looking at reports.

Michael Blake: [00:16:39] That’s probably got to be music to many of their ears?

Marc Borrelli: [00:16:44] It is, but they can’t resist.

Michael Blake: [00:16:45] Yeah.

Marc Borrelli: [00:16:45] They get sucked back into Quickbooks. And I see them all playing with reports, and I’m like, “You shouldn’t be doing this. This is not good return on your time.”

Michael Blake: [00:16:52] Problem with so many business owners, they’re very heavily — they’re type A detail-oriented people.

Marc Borrelli: [00:16:57] Yes.

Michael Blake: [00:16:57] And, I guess, sometimes, you have to tell them like, “What are you doing this for?” Right?

Marc Borrelli: [00:17:00] Right.

Michael Blake: [00:17:02] Now what about like personality of the facilitator. Would you say they are different personalities? Maybe some are what we call sort of an American football coach, and others are more kind of nurturing, or is there a spectrum of personalities as chair facilitators?

Marc Borrelli: [00:17:18] That’s an interesting question. I think there is a variety. And some chairs have been coaches, and some chairs are maybe more touchy-feely. But I think at the end of the day, we’re encouraged to through Vistage, and I think what really works, is we’re what we call carefrontational. We care about you. We want you to succeed, but we’re not going to let you off the hook. We’re going to hold your feet to the fire. You said you were going to do this. Why haven’t you done it?

Marc Borrelli: [00:17:43] And as I always tell people, in Vistage, there’s no public flogging, but humiliation in front of your peers on a regular basis, it will destroy you. So, you got to stand up. And it’s very hard to turn around to a group of people who are also CEOs and say, “Well, I didn’t do it because I’m busy.” And you just get these looks like, “Really? Tell me about it.”

Michael Blake: [00:18:02] We’re recording this right before April 15th, and I don’t ever use the phrase, “I am busy inside of my firm.” I’ll simply be thrown out of our third=floor window.

Marc Borrelli: [00:18:13] Right.

Michael Blake: [00:18:17] What kind of time commitment is required? Now, we’ve talked about the cost, right? So, I guess you have monthly meetings. Is that right?

Marc Borrelli: [00:18:23] Correct. So, our group meets once a month as a group. And then, I meet with every member for an hour to an hour and a half during the month. What I tell my members is, “Look, there are 12 meetings a year. I expect you to make nine. People have business trips, family events, you get sick, client unexpected issues arise, you make nine.”.

Marc Borrelli: [00:18:43] But your time commitment is, I think, the most interesting question because speaking to those that I think are really engaged, and want to get the most out of it, and those that do get the most out of it actually invest the time preparing for the meeting. So, they think about the issue they want to bring. They think about all the information they need to present to the group. And so, when they come in, they’re prepared, and they think about, “If there’s a speaker, what do I want to learn from it?” So, they do a lot of upfront preparation. And afterwards, they spend time implementing it.

Marc Borrelli: [00:19:10] Those that don’t get much out of it don’t spend any preparation, walk into the meeting, haven’t thought about anything except they’re just walking in. They don’t really have a good issue. They are sure as heck they can’t give you any information about it, and they don’t really pay attention afterward. And, again, I herd the cats, I can’t make them. But I always say to them, “Look, you’ve spent money on this. If you’re meeting with your lawyer or your accountant, would you just walk into the room with no papers, no backup, and sit there, and know that they’re charging you by the hour to sit there and say nothing?” And they say, “No.” And I said, “Well, why don’t you do that? This is your board. These are your advisers. They’re here to help you. If you invest the time, you will get a greater return.” So, I think people should.

Michael Blake: [00:19:50] And probably the people that don’t prepare, that’s probably a symptom of something else.

Marc Borrelli: [00:19:55] Absolutely.

Michael Blake: [00:19:56] Right? Chances are that’s not the only thing in their business life for which they’re routinely systematically unprepared?

Marc Borrelli: [00:20:04] I would say that’s true, but I would say there is a culture, especially in the US, but it’s infecting the rest of the world, is we’re busy, we believe we’re successful. And I’m really fighting that culture to say-

Michael Blake: [00:20:17] I think, that’s right.

Michael Blake: [00:20:17] I think busy is not a sign of success. Success is thinking, if you’re the leader, you don’t need to be busy, you need to be thinking, you need busy people under you, but you need to be thinking about where the ship is going, and how you’re going to get it there. And getting caught up in the daily minutia is not helping. I try encourage members, the best thing you can do is take two weeks off at a time, and go let your brain regenerate.

Michael Blake: [00:20:40] It’s a very interesting point. And I have to admit, I fall into that trap that I think that being busy is ipso facto good, and it isn’t necessarily. And I think it just comes from this puritanical streak that we have as Americans that idle hands are the devil’s playground et cetera, et cetera. But you’re right, being able to sort of take us a step back, it’s amazing what your mind can do if you force it to do nothing.

Marc Borrelli: [00:21:14] Exactly. Well, I think on that. I’m going to throw two things out that I tell my members, and some do, and some don’t, is you should have an automatic reply in your e-mail that says I’ve received your e-mail, I will revert to you within 48 hours.

Michael Blake: [00:21:25] Ha!

Marc Borrelli: [00:21:26] Because all people want to know is, did you get the e-mail? That’s the main thing. And if you give yourself two days to think about it, you will probably come to a better solution than if you just shoot something off on the spur of the moment without giving it true deep thought.

Marc Borrelli: [00:21:42] And then the second thing I say to them is when you go on holiday, putting out of office e-mail which doesn’t just say, “I’m out of the office,” but says, “I will be gone for this date and this date. I’ll check email once a day, but I’m not checking this address. Please email me at this new address.” And the new address is, “I’m terribly sorry to interrupt your personal family vacation at…” whatever your alias. Nobody will ever send you an e-mail to that address. And we just copy people, we send this stuff out, and we all become slaves, and jump to it. And I think it’s a waste of our mental energy and our physical energy.

Michael Blake: [00:22:11] That’s a great point. That’s something I’ve learned and one of the few benefits of getting gray hair and two arthritic ankles is a little bit of wisdom and realizing you don’t have to respond to every email as it comes in, right? And I can’t tell you how many times I felt like I had a much better response by just stepping away, sleeping on it, and often just say, “Look, I got it.” That’s what most people want. What annoys people if you don’t respond and don’t even acknowledge that you’ve got it.

Marc Borrelli: [00:22:43] Correct.

Michael Blake: [00:22:43] If you acknowledge that you received the e-mail, the person that sent it then knows they are in the queue. You’re, at least, important enough to respond in that way. And then, they know they’re not being ignored. Being ignored really pisses people off when you get right down to it.

Marc Borrelli: [00:22:56] Exactly. But as you said, rushed answers are bad. One last point on this is I try and say to people, “Look, when you finish a meeting, don’t rush into the next meeting. Can you set yourself 30 minutes just to reflect on what truly happened, and what’s really important, and what you need to do?” Because we rush, and I’m guilty, I rush all day from meeting to meeting, and I get to the end of the day, I forgot what I promised at the first meeting. And it’s something I’m working on to try and be more effective with my time.

Michael Blake: [00:23:20] Not to mention, the emotional tenor from meeting to meeting may be entirely different, right?

Marc Borrelli: [00:23:25] Right.

Michael Blake: [00:23:25] But if you go from a dispute mediation into a sales meeting, can you imagine? You can’t handle those. Oh sorry, you just wanted the proposal? Got it. Okay.

Marc Borrelli: [00:23:37] Yeah, yeah.

Michael Blake: [00:23:37] So, you’re right, having that time to sort of kind of reset and center, that is part of time management is giving yourself that space to then, kind of, reset because in a different meeting, you have to play a different role, right?

Marc Borrelli: [00:23:51] Correct.

Michael Blake: [00:23:53] So, are there sorts of personalities that tend to do well in peer groups or ones that don’t do well in peer groups? I guess, know-it-all isn’t great.

Marc Borrelli: [00:24:03] I would say, the ones that don’t do well are know-it-alls and people who don’t care about others. You have to go in saying, “Look, I’m going to get stuff out of this, but what I really want to do is help everybody else.” And if you go in there with either, “I’m superior to everybody else, I know more than everybody else, and I don’t really care about these people,” you’re not going to work out. If you go in there saying, “I can learn from everybody…”

Marc Borrelli: [00:24:27] We have a guy in my group, and those who know him would recognize from his description. He has the worst ADHD of anybody I’ve ever met but has more interesting ideas than any human I ever met. He’s who’s got more patents in process. And the more you get to know this character, the more amazing he is. But a lot of people wrote him off in the beginning because he’s all over the place, and he’s not focused, and you think, “How does this guy get by?” But then, as you get to know him, when you peel back the onion, like this is truly an amazing person.

Marc Borrelli: [00:24:55] And so, I think, there are those that come in saying, “I’ve built my business to X, and I don’t need to talk to anybody else because I’ve done it, and I’m so great.” And I think it’s those that have realized that there are great people in many different guises, and they can all add something who will truly benefit from.

Michael Blake: [00:25:12] Now, what does it take when you — presumably, you prepare extensively for one of these meetings, what does your preparation routine look like?

Marc Borrelli: [00:25:23] So, it depends on the meeting. What I try and do is when I meet with my members one on one is to find out what issues are going on in their life. So, if I find an issue, I will say, “You should bring this issue to the group. And here’s a form. This what you need to write down. Try and bring all this information to the group.” I’ll think of exercises to do with them.

Marc Borrelli: [00:25:45] So, to give you an example of one I’m doing right now, and a number of Vistage Chairs are doing it, And I’ll go back to the beginning, Vistage has an event once a year for all the chairs. And Jim Collins who wrote Good to Great was there, and he spoke about Good to Great and the 12 questions for leadership, and we thought this is great.

Marc Borrelli: [00:26:01] So, I’m sitting down with all my group going through each of the questions. So, we start out with the flywheel. What is your flywheel? Define how your flywheel works? How do you confront the brutal facts? How do you know you have the right people regardless where on the bus they are? And then, you put them in. So, thinking through these things, sending them out links to documents, YouTube videos on this stuff, and then saying, “Okay. This is what we’re going to discuss.” And carving aside, anybody presents it. And then, we challenge each other. And I always say, “You’re open to challenge.” So, yeah, things like that.

Michael Blake: [00:26:32] Are there particular industries that you think CEO peer groups tend to serve better than others, or can it be adapted to any industry, whether it’s high tech, e-commerce, or janitorial services?

Marc Borrelli: [00:26:49] I think it can be adapted to any industry. The only place I think it has a bit of a problem, and maybe I’m wrong, because there are people in groups from these companies, but I think a large professional partnership is sometimes more difficult because nobody, even the managing partner, as a managing partner of an accounting firm once said to me, “We have all the responsibility and no authority.” So, they find it hard.

Marc Borrelli: [00:27:11] But I have a lawyer in one of my groups, and he said to me, “Why should I join? I’m a lawyer. I don’t know about selling and marketing.” And I said, “Well, you should. I mean, today, we all have to sell, we have to market, we have to collect. So, yes, your expertise may be in another area, but you still got to do all these business functions to get ahead, and build your model, and think of a different way of doing business.” So, I think everybody can benefit if you go in with an open mind.

Michael Blake: [00:27:36] Yeah. And that advice of having to sell, I mean, I long learned there are people in my industry and finance that are sufficiently technical. They can just be the technical nerd in the corner and thrive. I ain’t that smart. So, I have to develop other skills as a survival path. All right. So, how long does the meeting last?

Marc Borrelli: [00:27:59] That’s an all-day meeting.

Michael Blake: [00:28:00] All-day meeting. So, what happens? Kind of go through the order of battle in a given meeting.

Marc Borrelli: [00:28:07] So, eight times a year, we have a speaker. So, the speaker will come in in the morning. They will talk for about 3-3.5 hours on a subject matter area of expertise to them. And if we don’t have a speaker, we’ll think of either we’ll do what I’m going to describe next for the rest of the meeting, or I may present a topic of discussion.

Marc Borrelli: [00:28:29] So, aside from the speaker, what we’d usually do, we have what we call a check-in. Everybody goes around, says what’s happened since the last meeting personally and privately in their lives, what’s good, what’s bad. Then, we have a host of the meeting who I mentioned is responsible. They get an hour to present their business, their issues, and tell us about what they’re thinking, what are their three-year plans, what’s the business plan, what’s their exit, what challenges they’re facing. And that’s usually an in-depth discussion.

Marc Borrelli: [00:28:58] And then, the rest of the meeting, really, is everybody writes up issues or opportunities they’re facing. And we sit down, and we go through our process of asking, probing questions. When we’ve got no more questions, we then go around and ask everybody what they would recommend they would do if they were the person with the issue.

Marc Borrelli: [00:29:12] When everybody’s told them what they would do – and during this time, they’re not allowed to say anything, they just listen – we basically turn to them and say, “So, what are you going to do?” And they could say, “I like what John said,” or “I like what Mary said,” or “I think you’re all a bunch of idiots, and I’m going to do something else.” And we don’t really care, but we say. “Okay, So, you’re going to do X, and when are you going to do it by?”.

Marc Borrelli: [00:29:31] And when you come to the meeting next month, “Did you do it?” And if you didn’t do it, then we’ll say, “Well, do you want somebody in the group to be a wingman, and remind you, and lead you through it?” And if you repeatedly don’t do it, then there’s an issue that you haven’t really gone into.”

Michael Blake: [00:29:42] Right, there’s a deeper issue. I guess.

Marc Borrelli: [00:29:44] Exactly.

Michael Blake: [00:29:45] So, you have a buddy system, almost like alcoholics anonymous, right?

Marc Borrelli: [00:29:48] Oh totally. There’s a joke in Vistage where AA is for CEOs.

Michael Blake: [00:29:52] Oh, is that right?

Marc Borrelli: [00:29:53] Yeah. Because they need somebody. And the thing I found, and I speak for myself knowing this as my own behavior, is when we’re stressed, we revert back to what we like to do because it’s comfortable. And CEOs, like everybody else, get stressed. They’ve got big decisions, and they don’t know what to do with them. So, they revert back into their comfort zones.

Marc Borrelli: [00:30:12] I have one member who’s very stressed with things going on. I spoke to him the other day, and I’m like, “What have you been doing?” And he’s like, “I was rebuilding our website.” And I’m like, “Why are you rebuilding? You should not be rebuilding a website. This is not your time.” But that’s where he’s comfortable. And so, he’s reverting back. And I think where the group is there is to help pull you out and focus on.

Michael Blake: [00:30:30] Are there certain kinds of questions or challenges that you found a group like this is not particularly adept at addressing?

Marc Borrelli: [00:30:42] I would say the hardest thing with a bunch of CEOs, and this is reflective, again, of being CEOs is you have to train them to go through their probing questions. They’re all ready to jump in and tell you the answer. And it’s only through the questions we truly find the issue and think about what it is. So, the hardest thing when the group starts, and even you’ve got to keep reminding them, “Guys, this is not the time for solutions. We’re working on questions. Wait. Think about it.” And it’s that old adage that we all fall victim to, “When you ask a question. actually, listen to the answer. Don’t prepare your next question.”

Michael Blake: [00:31:17] It sounds like that age old Mars, Venus thing, right?

Michael Blake: [00:31:20] Yeah, absolutely.

Marc Borrelli: [00:31:21] You want to try to solve the problem, but, in fact, until you’ve asked enough questions, you don’t really know what the problem is.

Marc Borrelli: [00:31:28] Exactly.

Michael Blake: [00:31:28] Right.

Marc Borrelli: [00:31:28] Yeah. So, that in itself on that, some of your members may struggle with initially, and that is a skill that they develop.

Marc Borrelli: [00:31:39] Yes.

Michael Blake: [00:31:39] Right? Because if they carry that into their business life, that means they can then seek better and more input in a more honest and vulnerable way from their other resources. It could be their subordinates, their other officers board, and can be more effective in that way too, right? The sort of a sneaky little personality business skill that gets inculcated there.

Marc Borrelli: [00:32:01] Yeah. And hopefully, some of them do. But there are still a bunch who, “I’m the boss.” It reminds me of the classic scene when we’re talking about age things. It’s the Italian Job movie with Michael Caine, the original version. It came out the ’60s. And there’s a great line, and he says, “This job requires team effort, which means you all do exactly what I say.” And it’s breaking that and making them here.

Marc Borrelli: [00:32:23] The thing I found with CEOs, and I’m making a huge generalization, but most of them have one or two skills or both. They either invent something, or they’re great salesman, or they’re great salesmen and they invented it, which means they know their products, and they know their best customers. They have no idea what’s happening in the finances. HR is a mess. Legal doesn’t exist. I’m trying to arrange them to be slightly broad and understand these other parts, especially the HR side. It’s the most common areas motivating people, retaining, people, culture.

Marc Borrelli: [00:32:51] I heard a great line the other day, “Is you’re onboarding process more akin to waterboarding?” And I love that because I think we hire people, we don’t do anything, then we wonder why they leave. It’s this new environment. We’re talking about millennials.

Michael Blake: [00:33:05] We put you through our process. What’s the problem?

Marc Borrelli: [00:33:07] Right, exactly.

Michael Blake: [00:33:07] I mean, yeah, you got waterboarded, but I mean, it’s that sunny area, tropical weather, beach front property you can see.

Marc Borrelli: [00:33:16] Right.

Michael Blake: [00:33:17] Right. So, you mentioned that one of your groups is $1 to $8 million in revenue. And the other is $8 and above basically. I infer from that then, do you need to have a company with a million bucks of revenue to be involved in a Vistage group, or is that just sort of where you’ve carved out your delineations?

Marc Borrelli: [00:33:35] No, you don’t need to be a million bucks and above. But I do find the companies under a million bucks find the financial commitment and the time commitment very hard. Now, the companies that do come in under a million bucks are, usually, professional groups like lawyers, accountants, maybe some engineers, architects, but because they’re more — and I’m not knocking saying the others aren’t professional, but they had that structure, and they have a lot of systems in place.

Marc Borrelli: [00:33:59] But under a million bucks, even my group that’s a million to eight, what I refer them to is my entrepreneurial group or entrepreneurial management group. And what I mean is all spokes feed into the center. And then, my larger group has more of a professional management where they have various functions under them, and the CEO is truly being a CEO. And those where the CEO has everybody feed into them, they’re very distracted, they’re very hard to focus. And, again, companies under a million, the CEO is just getting yanked. They don’t show up for most the meetings. They’re always about the numbers. They’ll sell anything and promise anything. I mean, they’re the people who need it the most, but most can’t commit to it.

Michael Blake: [00:34:37] Probably because they’re so and probably necessarily involved in the tactical-

Marc Borrelli: [00:34:42] Correct.

Michael Blake: [00:34:44] … that they just don’t have the bandwidth to address the strategic.

Marc Borrelli: [00:34:48] Exactly.

Michael Blake: [00:34:48] Right?

Marc Borrelli: [00:34:49] Yeah.

Michael Blake: [00:34:52] Yeah. You don’t think about, “How I’m going to put in a new sprinkler system?” when there’s a four-alarm fire right in front of you, I guess.

Marc Borrelli: [00:34:58] Right.

Michael Blake: [00:34:59] So, let’s say there’s a listener now that that is listening to this thing, “I merely thought about this, but I think I’d like to learn more,” is there a system or a path where somebody can perform due diligence on a peer group before making that commitment? It doesn’t sound like the kind of thing that sells itself, well, kind of shrink-wrapped and off the shelf, right? It sounds like it’s got to be the right fit. So, how can a business owner figure out if a group is right for them without sort of making the big upfront commitment?

Marc Borrelli: [00:35:36] Well, I think, first of all, every group is different. So, there’s no standard. But what I do with my potential members, if I meet somebody that’s interested, I’ll say, “Okay.” First of all, I meet with them, learn about their business tone, learn about Vistage. At the end of that meeting, if I think they’d be a good member, then I say, “Okay. We need another meeting. You cannot sign up today. I’m not selling you anything.”

Marc Borrelli: [00:35:58] I then, go back, and we have a much longer meeting, probe more deeply, and there are questions I want to find out about their caring side, how much they’re willing to try new things. I always ask them. “When was the last time you did something new for the first time?” If you’re not learning and pushing yourself, you’re probably not a good fit.

Marc Borrelli: [00:36:15] If they get through that meeting, then I say to them, “Look, I’m interested. I think you’d be a good member. Now, you have to come and meet the group. While they’re not the final authority, they have a huge input into whether or not you come into this group. And because you have to fit with them, and (A), they have to like you, but (B), you also have to like them.”.

Marc Borrelli: [00:36:33] So, I usually get them to come to a meeting, and they sit through a meeting. And at the end of the meeting, I’m like, “Okay, you can wait, and I’ll ask the group if they want you. And then if they say you’re in, and you decide you want in, then you’re in. And if you’re not, go away and enjoy your life.”

Michael Blake: [00:36:49] Okay.

Marc Borrelli: [00:36:49] And I usually find it helpful too, if they come to a meeting to have the present an issue. I’m like, “Really come with an issue. Present it, and get feedback, and learn new things.”

Michael Blake: [00:37:00] Okay. Now there are probably people out there that have maybe tried a peer group like this in some fashion that, for whatever reason, didn’t work out. Maybe they weren’t emotionally ready to handle it, maybe the company wasn’t mature enough, whatever, or just life happens. Is it possibly worth them circling back and revisiting the issue? Maybe the second time around will be different.

Marc Borrelli: [00:37:25] I think so. I think the best way I can describe it is groups like ours are necessary but not urgent. And so, people put them off or say, “Well, I didn’t have the time.” I think if you put the time and the effort, you will find the reward huge. And it’s like having a gym membership. You got to go, and you got to work hard to make it worthwhile; otherwise, it’s not.

Marc Borrelli: [00:37:48] What happens is people sign up, but they’re passive members, and they don’t get anything out of it. So, if you truly want to be a leader, there are competitors out there all the time. Everybody’s challenging your business. If you want to stay ahead of the crowd, a group like this will help you, but you’ve got to put in the effort and the time.

Michael Blake: [00:38:05] Is there any kind of success story that comes to mind, someone that’s been in one of your Vistage groups, and they’re just a great example of somebody that’s been helped in a clear fantastic way?

Marc Borrelli: [00:38:17] There are quite a few. I think, I look at one gentleman who’s in my Vistage group. He was in a different type of peer group, but he came to Vistage because he wanted a strict facilitator. He said, “We used to meet, but it had no direction.” And he’s basically got to the point. He says, “In seven years, I don’t want to work anymore. That doesn’t mean I’ve sold my business. It just means I don’t want to work. And I’m putting in place all the steps.” So, we met recently, he’s got a COO, he’s got a CFO, he’s putting on an ERP system. His business is growing 30% a year. And his goal is that in seven years, he will not work, but the money will keep coming in. To me, that is a great success story.

Marc Borrelli: [00:38:57] There’s another guy I know who wasn’t in one of my groups but a Vistage member. And he brought in a present, and he said to me, “I have a house out in the country. I’m in my house, country house, Monday through Thursday. I come into Atlanta on Fridays. Meet with the president of my company, figure out what the issues are that we need to discuss, if any. And then, I spend the weekend socializing with my wife and friends. And on Monday morning, I go back to the country and do the stuff I like on my farm.” And he said I make more money now than I ever made before. He sold his private equity group recently and did incredibly well.

Marc Borrelli: [00:39:28] So, I think, yes. I think there’s definitely help there, and people have had great things. There are other people in my group who’d tell you they’ve got more out of this, and it’s saved them more, and helped them more than they can ever imagined.

Michael Blake: [00:39:39] Well, very good. I think you’ve made a very compelling case for why one would consider joining a group like this. How can people contact you to learn more about this?

Marc Borrelli: [00:39:49] The easiest is to reach out to me, marc@marcborrelli.com, which I know is a lot.

Michael Blake: [00:39:55] Two Rs, two Ls.

Marc Borrelli: [00:39:56] Correct.

Michael Blake: [00:39:57] I have to remind myself of that.

Marc Borrelli: [00:39:58] Yeah, or you just go to marcborrelli.com. And there’s information on how to set up a meeting with me. I’d love to meet anybody. If you don’t feel it’s not a fit after we’ve talked, that is perfectly okay. I only want people who are willing to come in and work hard.

Michael Blake: [00:40:14] Okay. Well, very good, Marc. Thanks for joining us. That’s going to wrap it up for today’s program. I’d like to thank Marc Borrelli so much for joining us and sharing his experience with us.

Michael Blake: [00:40:23] We’ll be exploring a new topic each week. So, please tune in, so that when you’re faced with your next business decision, you have clear vision when making it. If you enjoy this podcast, please consider leaving a review with your favorite podcast aggregator. It helps people find us, so that we can help them. Once again this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision Podcast.

Tagged With: CPA Alpharetta, Dayton accounting, Dayton business advisory, Dayton CPA, Dayton CPA firm, executive coaching, executive coaching group, exit strategy, exit strategy planning, financial dashboard, flywheel, M&A, Marc Borrelli, mastermind groups, Michael Blake, Mike Blake, millennials, peer executive group, peer to peer executive group, personal improvement, probing questions, quickbooks, return on investment, time management, Vistage, Vistage Chair, Vistage International, Vistage Peer Advisory Group, Vistage Worldwide

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