Podcasts about brian no

In this episode of the IC-DISC Show, I sit down with Brian Schwam to discuss how Interest Charge Domestic International Sales Corporations (IC-DISCs) can help businesses save on taxes. With over 35 years of experience, Brian shares how IC-DISC has evolved since 1972 and why it remains a valuable tool for U.S. exporters. He explains how businesses, particularly in the aerospace industry's Maintenance, Repair, and Overhaul (MRO) sector, can take advantage of this incentive to improve their financial position. We walk through a hypothetical example to illustrate how an exporting business could benefit from IC-DISC. Brian explains how companies involved in manufacturing, repairing, or trading parts can qualify and why many eligible businesses overlook this opportunity. We also discuss the annual MRO conference in Atlanta, where industry professionals gather to share insights and best practices. This event highlights the ongoing impact of IC-DISC within the aerospace sector and beyond. Despite the clear benefits, many businesses hesitate to implement IC-DISC due to a lack of awareness or expertise. Brian talks about how our firm partners with CPA firms to integrate IC-DISCs into existing tax processes, making it easier for businesses to take advantage of these savings. He also highlights the underutilization of IC-DISC and why more companies should consider it as part of their tax strategy. We wrap up by discussing the upcoming MRO America's Conference in Atlanta, where exporting aviation maintenance companies can connect and learn more about IC-DISC applications. Whether you're new to IC-DISC or looking to refine your approach, this conversation provides useful insights for businesses considering this tax-saving opportunity.     SHOW HIGHLIGHTS In this episode, I discuss the intricacies and benefits of Interest Charge Domestic International Sales Corporations (IC-DISC) with tax attorney Brian Schwam, who has over 35 years of experience in the field. We explore the historical context of IC-DISC, including its origins in 1972 and the significant changes it underwent following international scrutiny and U.S. tax reforms, such as the 2003 Bush tax cuts and the 2017 Tax Cuts and Jobs Act. Brian provides insights into how IC-DISC can serve as a valuable tax incentive for U.S. exporters, particularly those in the aerospace industry's Maintenance, Repair, and Overhaul (MRO) sector. Through a detailed hypothetical example, we illustrate how companies can leverage IC-DISC to maximize export profits, highlighting specific benefits for pass-through entities and closely held C corporations. We address common apprehensions businesses face regarding IC-DISC implementation and discuss how collaboration with CPA firms can facilitate a seamless integration into existing tax processes. Despite the clear benefits, IC-DISC remains underutilized, and we emphasize the potential missed opportunities for businesses not taking advantage of this tax-saving strategy. The episode also covers upcoming industry events, such as the annual MRO conference in Atlanta and the ICDISC Alliance Conference, which offer valuable networking and professional growth opportunities.   Contact Details LinkedIn - Brian Schwam (https://www.linkedin.com/in/brian-schwam-b6026a3/) LINKSShow Notes Be a Guest About IC-DISC Alliance About WTP Advisors GUEST Brian SchwamAbout Brian TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Dave: Hey, brian, welcome to the podcast. Brian: Thanks, dave, good to be here. Dave: So where on planet Earth are you calling in from today? It's hard to tell by looking at your background. Brian: Outer space. I am in the sunny South Florida. Dave: Okay. Brian: Breezy, south Florida, okay. Dave: Now are you a native of Florida. Brian: I am not a native of Florida. I spent 50 years of my life in the upper Midwest in Wisconsin. Okay, I had to move to Sunbelt. Dave: Okay, Now were you educated in the Midwest then too. Brian: I was. I'm a proud alum of the University of Wisconsin, both for an undergraduate degree in accounting and also my JD from the law school Okay. Dave: So you've and I take it and I've known you a while, so I think that's been several decades ago that your career was started. Is that about right? Brian: Several would be a good good approximation. Yes, I've been at this for 38 years. I know it doesn't look like it, right, okay? Dave: And so, and how long have you been involved in ICDISC? Then Most of that time 38 years, oh, 38 years in ICDISC. Then most of that time, 38 years, oh, 38 years in the disc, wow, yeah. So how does that do you know? Do you have any way to quantify that? Like how many you know ICDISC returns you've, you know, signed or reviewed or prepared, or Boy, it's a big number, dave. Brian: It's probably five figures. Okay, probably, so you know, somewhere north of 10,000 for sure. Okay, over that time period. Dave: Well, and that is why I'm glad that you are one of the founding members of the IC Disc Alliance with me that when I had a chance to partner up with you and some of your team when we created the IC Disc Alliance, I was really excited because in my book I pretty much knew all the players in the IC Disc space and once the famous Neil Block retired after 50 years to me you were without peer in the IC Disc space. Brian: So I really enjoyed collaborating with you through the years here in the ICDISC space, so I really enjoyed collaborating with you through the years. Dave: Thank, you for that, Dave. I hope to be able to follow Neil into that 50-year stratosphere. Yeah, that's big shoes to follow. So let's just talk a bit about the ICDISC. What the heck is it? Why does everyone use that silly acronym? Brian: Because what it really stands for is a mouthful. Dave: Okay. Brian: Discharged Domestic International Sales Corporation and that is what the ICDISC stands for, short right ICDISC. And I don't know if we'll get into. I'll get into what the IC stands for and everything. But basically this is an export incentive that's been in the Internal Revenue Code since 1972. Okay, in various forms. Initially it was an export incentive that just about any company could use, that was exporting goods that were manufactured, produced, grown or extracted in the US. It came under some fire from our trading partners and in 1984, it was transformed into the ICDISC. It started out just as the DISC in 1972 for the Boston International Sales Corporation and it, like I said, came under scrutiny. Our trading partners said hey, you're a, you can't have an exemption from income because you're not. You know you tax things differently in your country. This flies in the face of the other incentives you give your taxpayers. So they changed it into the ICDIS, which made it into, instead of a permanent tax savings, at least on its face, into a temporary savings where, to the extent a taxpayer saved tax and deferred income from tax, they were required to pay an interest charge to the IRS on that deferred tax. Hence the IC. Dave: Okay, okay. Brian: That rate changes every year. It's based on the one-year average TBLO rate as of September 30th annually. And at the same time they instituted something called the Foreign Sales Corporation, which was widely used by thousands of companies, and that came under attack and eventually became the extraterritorial income exclusion which was immediately attacked and eventually, a couple of years later, it just went away. In the meantime, the disk floundered for quite a number of years. In fact, in the year 2000 there were only 787 disks in existence. Dave: Wow, it seems like a shockingly small number. Brian: Well, the tax laws weren't real conducive to benefiting from the disk at that time. Then, in 2003, the Bush tax cuts brought in the concept of qualified dividend income and it took the disk off of life support and really put it on robust territory for pass-through entities, because they could now, to the extent that they could qualify and we'll get into that, to the extent they could qualify and to the extent that they could benefit it provided a 20% rate benefit between ordinary income and qualified dividend income, so it was a significant savings. Now that's been whittled away over time, where it's been reduced here and there. Various tax law changes and probably the largest or the next biggest reduction came in in 2017 with the Trump tax bill, the Tax Cuts and Jobs Act, which reduced the rate on qualified income on non-qualified income. So it reduced the rate on S-corp income partnership income in an individual's tax return to a 29.6% level, and so now the spread between the qualified dividend rate and the ordinary rate just isn't as great as it used to be. It's approaching 6%. So where it used to be 20, then it went to 15, and now it's 6. But it's still a permanent savings for these past three entities and it's not something that they should ignore, because it can save significant taxes, depending upon the level of export activity. Dave: Okay, and now to be clear, depending on a company-specific fact pattern, that spread could be greater. Right For a pass-through. It could be as high as what like? Brian: 13% or so For a pass-through it could be as high as what like, 13% or so For a pass-through business. Dave: It could be as high as 13.2%, okay, but in general we see that it and it could even be somewhere between that, depending on. Brian: Anywhere in between 5.8 and 13.2. Dave: And our experience has been that most companies tend to gravitate more toward the lower end of the savings than the higher end. Brian: Yes. Dave: Yes, okay. Now what about for a C-Corp? Brian: C-Corp is a different animal. Okay, a C-Corp can't use an disc to pay deductible dividends to its owners if it's a closely held C corp. This is not something that a public company can benefit from. But if a closely held business C corp is paying dividends to its shareholders and would like to be able to deduct those payments, rather than not being able to deduct those payments, using an ICDIS can transform the dividend into a deductible dividend. Now, it doesn't save the shareholders any tax, because they're paying tax on the dividend regardless of where it comes from, but it would eliminate the corporate level tax on the C corporation, so that benefit could be as high as 21%. Dave: Okay. Brian: Okay, another manner in which certain C corporations use the disc is to fund bonuses for shareholders and key employees, and then that saves the shareholders 17% tax the difference between a tax on a wage and a tax on a dividend, qualified dividend. So that's a 17% savings for the shareholder. In that case the C-Corp doesn't save any tax. They're getting a deduction either way wages or commission to the disk. And now that I've mentioned the word commission, that's probably a good segue into how does a disk earn income? Yeah, and what is its income? So most discs are what we call commission discs. They earn a commission when a operating business that's related to that disc makes an export sale of qualified export property. So let's dig down into that first. What's qualified export property? Well, that's property that has been manufactured, produced, grown or extracted in the US. So if I'm manufacturing in Mexico or Canada or China and I'm simply selling what I've made in those other countries, you know the disc is not something that's going to benefit that type of a business. Dave: Okay. Brian: It is there to spur US manufacturing, create US jobs, right in line with the America First proposition that's headlining Washington in 2025. Dave: Okay. Brian: So it should be on safe ground, everything that's going on there. So if a company has property that's been manufactured, produced, grown or extracted in the US and they sell it for export outside the United States and not to a US possession, then that sale can potentially generate an ICDIS commission that would be paid to the ICDIS. And keep in mind this ICDISC is not an entity that the outside world sees or understands or knows about. It's simply an entity that does business, if you will, internally with the operating company, so customers don't know about it. It's really transparent to the world. It's just there to help US exporters save tax. Dave: Okay, it's just there to help US exporters save tax. Okay, and the logistics of it. Like say a company has just for simple math, let's say they have $10 million of export, of qualified export revenue, and the ICDIS commission that's calculated to say 10% of that. Brian: Okay. Dave: So 10% of that would be a million dollars, and so walk me through kind of the that's correct and it accrues the deduction, assuming it's not a cash basis taxpayer. Brian: It accrues that deduction at the end of the year, the DISC accrues the income at the end of the year and then by statute the DISC does not pay income tax. So now we've gotten a deduction on one side, we have non-taxable income on the other side and then when the disc pays a dividend to its owners, that becomes a qualified dividend and is taxed at a lower rate. Dave: Okay, so then, effectively, that million dollars gets reclassified from being taxed at ordinary dividend rates to qualified dividend rates. Brian: From ordinary income rates to qualified dividend rates. Dave: yes, Yep, thank you for that. And where that shows up for a pass-through is going to be on the individual shareholders, k-1, right. That box up near the top that shows ordinary taxable income would basically go down. Let's say there was one shareholder, that number goes down by a million dollars. And then there's a box further down on the K-1 for qualified dividend income and that's where the number's being shifted to right. Brian: Right. Assuming the disc is owned by the operating company, which most of the time it is in the pass-through business context, then the ordinary income gets reduced on the K-1 and the dividend income will increase on the K-1, not necessarily in the same year, but that will be the result over time. Dave: And then that tax savings then will show up on the individual shareholders. 1040, right, because their ordinary income line is a million dollars less. The qualified dividend income line is a million dollars more, and that's where that arbitrage. Brian: They pay less tax if they're getting a distribution from the company to cover their taxes, which is often the case, the company doesn't have to distribute as much cash, therefore increasing the working capital of the business. Dave: Okay, well, thank you. Thank you for that. Now, what I want to drill down into a little more today is looking at the aerospace industry, specifically what's called the MRO space in aerospace. Do you know what MRO stands for? Brian: I believe, I do, I believe maintenance, repair and overhaul. Dave: That's my understanding as well. Brian: That's a significant area in the aviation space. Dave: yes, Okay, and I believe that there's a big conference in Atlanta in April with like something like 17,000 expected attendees. Brian: Yeah, just a small gathering. Dave: A small gathering. Brian: For sure. Yes, that's my understanding as well. In fact, I'll be there. Dave: Yeah, I believe we'll both be there, yeah we'll both be there A few of our colleagues. Brian: Yeah, so it's a one a year significant gathering of companies that operate in this MRO space, supporting airlines and other aviation companies, and basically MRO is important because it keeps planes able to fly. Yeah, and we actually have a booth there. Dave: Yeah, and we actually have a booth there. 1818 BC and it makes it sound like it's a date from a long time ago. But yeah, we'll be there and this will be our first year in attendance or exhibiting. And this has come from, in recent years, I'd say, a big ramp up in the number of MRO companies who we are helping with their IC disk. Is that right? Brian: Yeah, absolutely. In fact, one of the sponsors of the conference was a company I was doing some work with and I asked them if he thought it would be a good idea for us to attend, and it was a resounding absolutely that he thought that we could meet a lot of companies that could benefit from this ICDISC similar to his company. Dave: Okay. What are the elements in the MRO space or the characteristics of the companies that make them a good fit for the ICDISC, because my understanding is it's probably only one out of a hundred of like all the registered corporations in the US are really a fit for the disc. Brian: Yeah, so it takes a specific fact pattern to really benefit. So the companies in the service side of the business so let's say they're carpet cleaners or something to that nature they're not going to be able to benefit from the disk. But let's say it's a repair center and airlines will ship in parts to the repair center because they've worn out and they need it. They need a replacement part so that they can fly this plane. So what happens is maybe the repair center takes their part and repairs it, but they previously repaired another part that's identical and then to the customer and that plane gets back in the air right away. So in that scenario, even though it's a different part that's going back out versus what was coming in, that type of activity qualifies as long as what they're doing qualifies as manufacturing and that repair is occurring in the US. Dave: Okay. Brian: Then that type of a company could definitely benefit Other companies. I don't want to use this term, but it's kind of like horse trading. Sometimes companies will buy a surplus of parts, knowing that eventually they're going to be used by somebody and they hang on to these parts, or they find them from somebody who says I don't want these parts anymore, I haven't been able to sell them. So they take a flyer, they take a risk and they buy these parts and they hang on to them and maybe they sell them at a significant profit and maybe they don't. But there's that space as well that can benefit from the disc, and there's some misconception out there that some of the companies that are similar to what I just described can't benefit from a disc, and so, for example, if parts are obtained outside the US, they stay outside the US. They stay outside the US and they're repaired, recertified and resold. Those aren't going to qualify for the ICBITS. But sometimes parts are acquired outside the US and they're brought into the US, they're repaired, put it back into inventory in the US and then sold for export, and that activity does qualify for the ICs, and so it's very important to know where this refurbishment or remanufacturing is taking place. Dave: Okay and yeah, and there's a US content piece to it, right, like if they buy a part from China and all they do is they just put a little lubricant on it and throw it in a box. Brian: that may not qualify and then they export it. The test is what's the customer's value when that part comes into the US. So if it's a burned out hot engine part, for example, yeah there's no value or very little value and it comes into the US, its customers value is close to zero. It gets repaired, it's going to easily meet the content test and it's easily going to be considered manufactured in the US. It's rare, I think, that we'll find that somebody will buy a new part from outside the US just to inventory it here for export. Dave: Okay, yeah, because there's that it's a 50% US content test, right which? Is also, I think confusing on the surface if you don't really dive down into the rules, right, I mean, the layperson may find it. Brian: How do you know what's 50% US content? Well, the cost of good, I mean. Think of it the other way. The foreign content can't be more than 50%. And the foreign content is the cost, the customs value when it was imported. So if I'm selling something for $100, I imported it for as much as $49.99. That's going to qualify as long as I did something, you know, remanufactured it once it got to the US and once it got to the plus, more often than not, I think the value of those things coming in because they're used and worn and damaged parts, they're going to have a low customs valuation where there'll be no problem meeting that content. Dave: Okay, I can see that. Well, I find and my listeners tell me they really like kind of case studies, little mini of case studies, little mini, you know, client case studies On an anonymous basis. Do you have an example or two of some of the types of companies we've worked with, just to give people a flavor of them and, again, you know, being anonymous to you know? What company it is, but just a sense of like the sense of the size of the company, what the benefit might have been. Brian: The size is sort of across the board, right. So some of them are someone on the smaller side. They might have export sales between $5 and $10 million, and then some of them might have export sales of $100 million. It all depends on the size of their business and the benefits are kind of all over the map. Because we don't just do a simple calculation of the benefits. And the reason we don't is because in this industry what we find is there's a lot of margin variability in the companies that are exporting, and then a transaction-by-transaction analysis of the disk commission is what makes the most sense. That allows us to benefit from the margin variability, allows them to benefit from a higher disk commission and obviously then they're going to save more tax. And in some cases the commission grows by 10x by using the T by T. Sometimes it's two or three x, sometimes it's. You know, I've seen you know where it would have been zero because there was an overall loss in the company, but we were able to get a significant discommission with a T by T approach. So it's hard to pinpoint an exact number, but generally speaking it's 15 to 20, you know the commission ends up being 15 to 20% of sales. And if you look at the statutes, one of the statutes says oh, the commission can be 4% of sales, and another implies that it could be anywhere from 4% to 10%, but we generally see in this industry at least 15% on average. It's significantly higher. Dave: Yeah, and I'd like to drill down into that because I tell, and based on my understanding, we may manage more IC disks than any other organization of the country. I mean we I think our number is somewhere north of 500 companies now that we're helping out, and when I'm having these conversations, you know. So I'm, as you know, I'm more focused on the sales side. You know, and you and your team are more focused kind of on the technical aspect of producing these returns, and what I tell people is that our real value isn't being able to produce an IC disk return. Our value is the incremental benefit that the transaction by transaction calculation yields. That the transaction by transaction calculation yields. Because you know just about any any cpa firm you know most of them their software includes the ic disk return. You know, if they just go do a four percent calculation, it's a, you know, reasonably straightforward calculation. But we find that you know they're capturing only a fraction of the total benefit. Brian: That's true, and while I've seen a good number of interesting looking disc returns, I tend to agree that if you follow the directions, anybody can probably prepare a disc return. We do that as well. That's not where we add the most value. Where we add the most value, adding the value comes in unlocking the highest commission possible so that the tax savings are as great as possible. Yeah, and a lot of businesses that are high margin I'm sorry, low margin high volume businesses. When you look at the disc, on its face it looks like oh, there's not much benefit here, we're only making 2% or 3% of sales on our bottom line. So our disc commission would be 2% or 3% of sales. But, like I said, with the transactional approach, if the commission approach is 15%, well now we've taken the company into a tax loss which could potentially save additional taxes for the owners over and above that 5.8%, because now we're offsetting that loss against other income wages, interest, et cetera and being taxed just on the qualified dividend income of the disc. And so you can't just look at the overall margin or overall profitability of the company and project what that, what it's going to look like, Because they vary all over the place. Dave: Based on this transactional approach, yeah, and I would like to talk a bit about. Oftentimes, when I'm talking to a company that's considering a disk, oftentimes they've never even heard of it. Their CPA firm may not have even mentioned the idea. And they'll say, and they'll ask me hey, does this mean my CPA, you know, screwed up by not telling me about it. In my response, you know I try to be generous and I explain it that, look, you know, in our experience only about one out of 100 companies are a candidate. And so let's just say you have a large local CPA firm and they have 100, you know midsize corporate clients. Statistically we find that only one of them, you know, would be a fit for the disk. And your experience may be a little different, you know, feel free to correct me. And so when you think about it from the CPA's perspective, if there's a special part of the tax code and they only have one client that benefits, it's a difficult economic dynamic for the CPA firm to invest in a whole team and expertise to serve one client, right? Isn't that like part of the challenge that the and I know you've worked at a number of large CPA firms Is my understanding correct? That's part of the problem is just their clientele. There aren't enough of them. That makes it worth doing yeah. Brian: Yeah, I think that's a fair characterization. I might phrase it a little bit differently. I mean, there are thousands of CPA firms and they're all excellent generalists. This is not an area where you can be a generalist. Cpa firms often outsource R&D, tax credit work, cost segregation work. This, to me, falls right in that same category. You don't want to dabble in this, and if you're not sure what you're doing, you can get you and your client in trouble. Have good intentions, but if you don't execute it properly, it can be more of a headache than it's worth. And so, like most people, I think people gravitate towards what they know and understand, and things that they don't know and understand can look and sound scary. Dave: Yeah. Brian: So it's like, oh my God, an IC disc. I've never heard of that. I'm not sure I can bring that to my client because I don't really know what I'm doing. Well, I wish I knew somebody I could call to him. He's not a competitor right who could help me through this and help my client through this, and so that's really one of the reasons why we exist, because, as you stated, you don't want it to be a competitor that you call, and so, because we are so hyper focused on what we do and we don't do the things that I'll call the cpa's generalists, that the generalists do, we're an excellent partner because we're not looking to take away anybody's tax return or any of the other type of work that the CPA might be doing for that client. We just want to play in our space. Dave: Yeah, sometimes I'm sorry. Sometimes you know clients or potential clients will say, yeah, but you know our CPA firm does. You know all of our work. It's a one-stop shop thing and I'm afraid having you do the disc return and then doing the corporate return yeah, but our CPA firm does all of our work, it's a one-stop shop thing and I'm afraid having you do the disc return and then doing the corporate return it's just going to be a nightmare for you all to coordinate your efforts. It just sounds like too much trouble. What would your response be to that? Brian: My response is I work with over 500 companies. Generally we do the disk work for those companies. The regular mainstream CPA does everything else. We coordinate our work with that CPA and it's never a problem. We say, look, we're going to need X number of days to turn this around, so please have a draft of the operating company return by a particular date, and then they work towards that date. They give us the return, we get data from the company and we turn the number around so they can finish their tax return and then we go ahead and finish the disc return and I would say 99.9% of the time it works like we're all part of the same thing. Dave: Yeah, because really the CPA they prepare that final draft corporate return. They then pull two numbers from the disk return that goes into the corporate return and then they're done, basically right. Brian: And they're done and they can go ahead and finish up their disk return, I mean their operating company return and their state returns and everything. And then we just have to get the disc return done. And sometimes you know they file their tax return in april and you know the disc returns aren't due till september. So one might say, oh, you could just sit on them until september. But you know, we try to get them done at the same time. Sure sure Everybody can rest easy. But I mean we think of ourselves as a bolt-on resource to that CPA firm while we're working with that and we work with probably 50 to 75 CPA firms around the country in that role- yeah. It works well. I mean, you can talk to any one of them about what it's like to work with us, and I'm sure you'd get a glowing recommendation for how we work with them and for their clients. Dave: Yeah, no, I'm with you. So, as we're nearing the end here, the other thing that people find interesting you'd mentioned in 2003, there were 700 IC disks under 1,000. Yeah, 787. And then, according, if my recollection is correct, the most recent IRS stats that updated that were published, I think, in 2010. And I believe in 2010, there were like 2000 disks. Brian: Yeah, something like 1926. Okay, To be exact, and that number I'm sure has grown dramatically since then. I would guess there's somewhere between eight and 10,000 disks out there now. Okay, yeah. Dave: Yeah, now what's interesting? This is what people find interesting. I believe there's about 50 million business organization, you know business entities in the country, and so let's just assume that's the number, 50 million. Brian: I mean it's tens of millions. Dave: I'm certain of that. For some reason, I think it's 50 million. Does that sound reasonable? Brian: It does so let's think it's 50 million, does that? Dave: sound reasonable. It does. So let's say it's 50 million and on your average, you know we find around one out of a hundred. You know, maybe one out of 200 companies are fit for the disc. So if we run through the math, you know one percent of 50 million, I believe, is 500, 000. You know approximate companies that we think would benefit from a disc. Yet most recent stats, there's only 2000, you know, and maybe it's 4,000, 6,000, you know. Even, let's say it's 10,000 that exists now. So if you divide 10,000 by 500,000, what is that? Like 2%, I think, of the projected eligible company actually have a disc yeah, and people can't. They always are surprised by that and I usually tell them it might. And tell me if your numbers are consistent. I say about 100. One out of 100 benefit or could benefit. The ones who could benefit 90 percent of them have never heard of the disc, maybe 95%, and the 5% of the 1% who have heard of it, even once they hear about it, they usually haven't implemented it. Brian: Right. Then there's a percent that have implemented it. They're not getting out of it what they can. Dave: Right right. Brian: So it's so. There's a lot of missed opportunities by taxpayers and everyone's always trying to save some taxes. It helps fun, you know. It might help hire another employee might help, you know, if the savings are moderate and it's 50, 6070, 1000 of tax savings that still could pay for an employee to come work at the company. Why do? Dave: you think that utilization is so low? I mean because it'd be shocking if only 2% of the companies who did research and development took advantage of the RMD tax credit. Brian: I think it's just not well known. I mean it's very esoteric, it's been in the tax code for ages and ages and it just doesn't you. You know, there were so many years where it just wasn't relevant when you think that it's not something people think about. And then if you know, if you're a small exporter and you're exporting a half a million dollars a year a million dollars a year unfortunately it probably doesn't benefit you to have a disc and so maybe someone will look at it whether that size and they're like, oh yeah, it doesn't benefit you to have a disk and so maybe someone will look at it whether that size and they're like, oh yeah, it doesn't work. And then they grow and they forget that it might work once they've grown. So once a company hits about three million of export sales really should look at it again, because that's where it starts to have economic relevance that's where it starts to have economic relevance. Dave: Do you think some of it could be that? I mean, in general, public companies don't use disks, right? Brian: They just simply don't. Dave: Okay, and so I've found that oftentimes small to mid-sized privately held companies receive a lot of their sophisticated business knowledge from their Fortune 500 suppliers or clients. You know they'll hear from them about something and you know, like the payroll protection program during COVID, you know I suspect some of those might have heard about that from you know some of their large customers. Maybe that's not a good example, but you know that could be another reason. Right, there's just a dearth of knowledge that the CPAs aren't focused on it because the economics don't make sense. The large sophisticated public suppliers and clients don't use it, so they don't hear about it from them. Right, it's not really in the news, it's just. It just kind of flies below the radar screen, doesn't it? Brian: It definitely does, and that's certainly a reason why it's not as utilized as it probably could be. Dave: Yeah, and it seems like you know most of our, you know virtually all of our clients come as a referral from either an existing client or an advisor who we've worked with other clients you know, like a CPA or attorney or banker. So yeah, it's just a yeah, even though you know the podcast is called the Icy Disc Show. I don't get the sense that I'm ever going to. You know, reach Joe Rogan's audience size. It just seems to kind of fly below the radar screen. Brian: Yeah, and the potential audience is probably a little smaller than Joe's. Dave: Probably Well. So the last thing, the other thing people tell me they're surprised about the first year of the disk return. When they set up a disk is to get everything done. And we tell them the disk return's ready and they say, super good, and e-file it for me, like the CPA does the corporate and personal returns. And what is our response when they tell us to go e-file it for them? Brian: The response is unfortunately, the IRS doesn't provide for e-filing of disk returns and we'll need to send you a paper return. You're going to need to sign it and file it with the IRS and the unfortunate thing there is gosh, I don't know what percent of the time, but it's a growing percentage of the time the IRS loses the return Right and then sends a notice saying, hey, we never filed or whatever. And some of these disk returns are quite large. The fact that they because when you do the transaction by transaction analysis, there's a lot of paper that gets produced and filed and it's shocking to me that the IRS would lose those what they do. Dave: So it's interesting what they do. So it's interesting. I like to say that not only does the ICDISC fly under the radar screen of most everything, it even, in some ways, it's almost like it flies under the radar screen of the IRS itself. Brian: Yeah, and they put some things in place with regard to the ICDISC in 1984 and have never changed it. For example, if you're in the situation where you have to pay interest on deferred tax, which often occurs. First of all, a lot of times taxpayers don't realize it and they don't do it. Secondly, if they do it. It's so antiquated that the instructions to the form where you calculate the interest it says please staple a check to this form and mail it in. I mean, who does that in 2020, right? Nobody. People, businesses prefer to do things electronically to avoid checks being stolen, fraudulent activity, so on and so forth. But here the IRS is saying staple a check to this form and mail it to Kansas City, missouri. Dave: Yeah, and I guess it kind of makes sense that you know if there's only a few thousand of these disks in existence. In the same way, you can't expect the CPA firms to make it a heavy focus, I suppose even the IRS. You know there's a hundred other tax incentives or a thousand other tax incentives that are more highly utilized that you know they maybe are spending their time on. Brian: Yeah, as I like to say, the people at the IRS that understood the disc were working there in the 70s and 80s, OK, and they're long retired. Yeah, and they're long retired. There's really not a lot of bodies at the IRS that understand the DISC and certainly when you're doing a transaction by transaction study and calculating the commission on each individual transaction, there's nobody there that understands that. Dave: Nobody Well, and it's kind of the same thing outside the IRS, right? Nobody Well, and it's kind of the same thing outside the IRS, right? I mean I have this joke that nobody makes partner at a big four firm being the IC disk expert. Oh, that's true, so it even especially nowadays. Yeah, and so it seems like like the average age of IC disks experts is about the same as the average age of the average Fortran computer language programmer. It just seems like you know new people are not coming into the disk and there's just a dearth of knowledge all around. Brian: Right, right. And I myself learned COBOL, which is a choice between Fortran and COBOL, when I was in business school, both equally non-usable. Dave: Is it part of that? Because since the disk came on in 1972, it seems like since 1973, people have been talking about the IC disk going away. So is that maybe part of it? People think, well, why should I learn something if it's going away? Brian: Maybe part of it. People think, well, why should I learn something if it's going away? There's always been a fear that it's either going to go away or that there's a technical correction coming that the disk dividend is not a qualified dividend. But the bottom line is politically, I just don't see that happening. Dave: It stands for too many things that are positive for the US Job creation export sales for too many things that are positive for the US Job creation, export sales, us companies being more competitive in the global market. Brian: So it doesn't really lend itself to be repealed. What can be repealed are some of the tax rates. Some of the tax rates can change and that can change the benefits of the disc. The concept of the disc itself and what it stands for really is very consistent with our country. Dave: Yeah, wow, I can't believe how the time has flown by, brian. Is there anything else that you want to mention about the IC disc or the MRO industry? Brian: No, I can't think of anything specifically other than I'm looking forward to being there and meeting many of the attendees and other exhibitors that are there and spending some time with you and our colleagues in Atlanta. Dave: Yeah, it will be fun. So it's the ICDISC Alliance. If you want to look us up on the website for the conference or stop by 1818BC. We also have a LinkedIn page for the ICDISC Alliance, and so I'd love to meet with any of you who are going to be at the conference. Awesome, well, thank you very much for your time, Brian. This has been really useful. Brian: You're welcome. You're very welcome. Special Guest: Brian Schwam.

JLP Thu 7-4-24 Hr 1 No longer happy 4th: NZ woman killed by black thieves. … Do you believe in God? Hr 2 Calls: Jonathan's 4yo daughter is angry! … BQ answers… Hr 3 Punchie.TV Experts: Believe in God? 4th of July! WHM: Caitlin Clark! … Julie: white in an African church! Don't be bitter! Biblical Question: Why do you attack back when someone attacks you? TIMESTAMPS (0:00:00) HOUR 1 (0:05:12) Bible Thumper Thursday (0:07:42) Happy 4th of July! Memories, but now… (0:17:05) 3rd world: NZ woman killed in Newport Beach (0:24:05) You put your life at risk visiting America (0:31:03) Glory, glory, Hallelujah. …America… (0:35:36) JOSH, GA: BQ, attack back (0:39:24) JOSH: You believe in God? Why? Magic? Miracles? (0:42:00) Hassan, you believe in God? (0:43:49) JONATHAN, AL: 4yo angry daughter, we're angry. Silent Prayer (0:54:56) Hake: Declaration of Independence (0:59:56) HOUR 2 (1:04:44) JONATHAN: 4yo daughter talks back, disobeys. Work on yourself! (1:15:49) JONATHAN: Don't be a beta … No more yelling at your daughter. (1:17:58) RONNIE, OH: What manner of man is this? Jesus, Trump (1:22:55) RONNIE: Believe in God? (1:24:05) Trump, Diana Ross, July 4th, Old as Israel, Supers, BREAK (1:32:12) TFS, Supers, America gone, Accountable for sin? God? (1:44:30) CHARLIE, Nashville: Who is God? Definition (1:47:05) JAMEEL, Canada: BQ, I judge myself, lash out (1:51:35) ADAM, Indiana: Always beta to cry? I know God exists! (1:54:56) Hake: More from the Declaration of Independence (2:00:50) HOUR 3 - Like, Follow (2:04:51) WHM, BOND, Network, Punchie.TV (2:16:00) Experts: Do you believe in God? Bible say to? JLP sings (2:27:30) BRIAN, NC: Coworker JLP, BHI, WHM, BREAK (2:32:20) BRIAN: No, I know God. Afraid to jump? (2:33:30) Experts: 4th of July (2:37:25) WHM: Caitlin Clark, polite! Angel Reese, jealous! (2:42:00) SETH, WV: BQ (2:43:52) CHRIS, FL (1st) BQ, s/o Hassan! (2:47:58) JULIE, CT: White at African church, wife destroyed me. Bitter. (2:54:45) Supers (2:56:30) Closing

Brian is GONE?! Matt and Mark get going with the major review and giveaways and then discuss last week's follow up! We then have the news segment (22:02) and follow that up with the ringside top ten (49:41).and weekly purchases (50:41) and the Major Mark Purchases of the Week (1:32:30). Next we do the INCARNATION OF DOMINATION!! (1:39:41), and we answer some questions with our Q and A (1:49:06)! We finish out the show with Good House-Keeping and all our plugs and upcoming events (1:59:52)!This episode is brought to you by Ringside Collectibles ( https://www.ringsidecollectibles.com/ ). Wrestlingfigures.com is your one stop shop for all your wrestling figure needs! Use code major to save 10 percent! SCRATCH THAT FIGURE ITCH!When: Each Friday morningWhere: Wherever you get your podcastsSocial Media:Twitter: @MajorWFPod , @TheMattCardona , @Myers_Wrestling, @majorpodnetwork @MarkSterlingESQ Instagram: @MajorWFPod , @TheMattCardona , @Myers_Wrestling, @MarkSterlingESQ , @majorpodnetworkThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/4481264/advertisement

Brian Douglas is the CEO of OpenSauced which helps enterprises discover the best engineers in Open Source. Victoria and Will talk to Brian about meeting as many developers as possible, setting goals, and keeping himself accountable, and what makes a successful open source project. OpenSauced (https://opensauced.pizza/) Follow OpenSauced on Twitter (https://twitter.com/saucedopen), GitHub (https://github.com/open-sauced), Instagram (https://www.instagram.com/opensauced/), YouTube (https://www.youtube.com/opensauced), Discord (https://discord.com/invite/U2peSNf23P), and Dev.to (https://dev.to/opensauced). Follow Brian Douglas on LinkedIn (https://www.linkedin.com/in/brianldouglas/), Twitter (https://twitter.com/bdougieYO), or visit his website (https://b.dougie.dev/). Follow thoughtbot on Twitter (https://twitter.com/thoughtbot) or LinkedIn (https://www.linkedin.com/company/150727/). Become a Sponsor (https://thoughtbot.com/sponsorship) of Giant Robots! Transcript: VICTORIA: Hey there. It's your host Victoria. And I'm here today with Dawn Delatte and Jordyn Bonds from our Ignite team. We are thrilled to announce the summer 2023 session of our new incubator program. If you have a business idea that involves a web or mobile app, we encourage you to apply for our 8-week program. We'll help you validate the market opportunity, experiment with messaging and product ideas, and move forward with confidence towards an MVP. Learn more and apply at tbot.io/incubator. Dawn and Jordyn, thank you for joining and sharing the news with me today. JORDYN: Thanks for having us. DAWN: Yeah, glad to be here. VICTORIA: So, tell me a little bit more about the incubator program. This will be your second session, right? JORDYN: Indeed. We are just now wrapping up the first session. We had a really great 8 weeks, and we're excited to do it again. VICTORIA: Wonderful. And I think we're going to have the person from your program on a Giant Robots episode soon. JORDYN: Wonderful. VICTORIA: Maybe you can give us a little preview. What were some of your main takeaways from this first round? JORDYN: You know, as ever with early-stage work, it's about identifying your best early adopter market and user persona, and then learning as much as you possibly can about them to inform a roadmap to a product. VICTORIA: What made you decide to start this incubator program this year with thoughtbot? DAWN: We had been doing work with early-stage products and founders, as well as some innovation leads or research and development leads in existing organizations. We had been applying a lot of these processes, like the customer discovery process, Product Design Sprint process to validate new product ideas. And we've been doing that for a really long time. And we've also been noodling on this idea of exploring how we might offer value even sooner to clients that are maybe pre-software product idea. Like many of the initiatives at thoughtbot, it was a little bit experimental for us. We decided to sort of dig into better understanding that market, and seeing how the expertise that we had could be applied in the earlier stage. It's also been a great opportunity for our team to learn and grow. We had Jordyn join our team as Director of Product Strategy. Their experience with having worked at startups and being an early-stage startup founder has been so wonderful for our team to engage with and learn from. And we've been able to offer that value to clients as well. VICTORIA: I love that. So it's for people who have identified a problem, and they think they can come up with a software solution. But they're not quite at the point of being ready to actually build something yet. Is that right? DAWN: Yeah. We've always championed the idea of doing your due diligence around validating the right thing to build. And so that's been a part of the process at thoughtbot for a really long time. But it's always been sort of in the context of building your MVP. So this is going slightly earlier with that idea and saying, what's the next right step for this business? It's really about understanding if there is a market and product opportunity, and then moving into exploring what that opportunity looks like. And then validating that and doing that through user research, and talking to customers, and applying early product and business strategy thinking to the process. VICTORIA: Great. So that probably sets you up for really building the right thing, keeping your overall investment costs lower because you're not wasting time building the wrong thing. And setting you up for that due diligence when you go to investors to say, here's how well I vetted out my idea. Here's the rigor that I applied to building the MVP. JORDYN: Exactly. It's not just about convincing external stakeholders, so that's a key part. You know, maybe it's investors, maybe it's new team members you're looking to hire after the program. It could be anyone. But it's also about convincing yourself. Really, walking down the path of pursuing a startup is not a small undertaking. And we just want to make sure folks are starting with their best foot forward. You know, like Dawn said, let's build the right thing. Let's figure out what that thing is, and then we can think about how to build it right. That's a little quote from a book I really enjoy, by the way. I cannot take credit for that. [laughs] There's this really great book about early-stage validation called The Right It by Alberto Savoia. He was an engineer at Google, started a couple of startups himself, failed in some ways, failed to validate a market opportunity before marching off into building something. And the pain of that caused him to write this book about how to quickly and cheaply validate some market opportunity, market assumptions you might have when you're first starting out. The way he frames that is let's figure out if it's the right it before we build it right. And I just love that book, and I love that framing. You know, if you don't have a market for what you're building, or if they don't understand that they have the pain point you're solving for, it doesn't matter what you build. You got to do that first. And that's really what the focus of this incubator program is. It's that phase of work. Is there a there there? Is there something worth the hard, arduous path of building some software? Is there something there worth walking that path for before you start walking it? VICTORIA: Right. I love that. Well, thank you both so much for coming on and sharing a little bit more about the program. I'm super excited to see what comes out of the first round, and then who gets selected for the second round. So I'm happy to help promote. Any other final takeaways for our listeners today? DAWN: If this sounds intriguing to you, maybe you're at the stage where you're thinking about this process, I definitely encourage people to follow along. We're trying to share as much as we can about this process and this journey for us and our founders. So you can follow along on our blog, on LinkedIn. We're doing a LinkedIn live weekly with the founder in the program. We'll continue to do that with the next founders. And we're really trying to build a community and extend the community, you know, that thoughtbot has built with early-stage founders, so please join us. We'd love to have you. VICTORIA: Wonderful. That's amazing. Thank you both so much. INTRO MUSIC: VICTORIA: This is the Giant Robots Smashing Into Other Giant Robots podcast, where we explore the design, development, and business of great products. I'm your host, Victoria Guido. WILL: And I'm your host, Will WILL. And with us today is Brian Douglas, CEO of OpenSauced, helping enterprises discover best engineers in open source. Brian, thank you for joining us today. BRIAN: My pleasure. Thanks for inviting me on the podcast. VICTORIA: Just tell us a little bit more about OpenSauced. BRIAN: Yeah, it's opensauced.pizza is the URL. So I always point that out because it's easy to found. WILL: I love it. BRIAN: And OpenSauced is a platform for engineers to find their next contributions and enterprises to discover the best engineers doing open-source, so... VICTORIA: Right. So maybe tell me what led you to start this company? BRIAN: Yeah, that's a great question. Actually, if you don't mind, I'll start further back. I graduated college in 2008 during the financial crisis with a finance degree. And what I learned pretty quickly is, like, if you don't know anybody in finance, it's a little hard to get a job in a bad market. So I took a sales role instead, mainly because I just wanted to learn. I was very much introverted. I wanted to learn how to talk to people, and have conversation, and communicate. So I did that four years and then got my MBA. And then started learning how to code while building an app, which is...I mentioned before we hit record I learned about this podcast around that time, which is, like, very serendipitous to be on this podcast years later. But, fast forward, OpenSauced, like, because of the whole networking aspect of how I got my job in sales and how I was able to do sales when I learned how to engineer, I knew the connection to open source, or how I learned how to code was, like, a wealth of information. So I made it my career goal to meet as many developers as possible. And then, I was working at this company called Netlify. I was employee number three there. And my role was to basically be a front-end engineer, but where I was actually getting more adoption to the product by doing open source. Like, every time I'd do an open-source contribution, I'd add a Netlify deploy preview manually in my PR. And that would give the maintainer enough juice to review the PR sooner. And I was doing a lot of open-source contribution at the time. So I wanted to build a tool to maintain, like, all the PRs I had opened in-flight that I needed to respond back to or...because back in, like, 2016, notifications on GitHub they weren't the greatest. WILL: [laughs] BRIAN: So I built a tool just to keep up to date on what I had opened and how I can communicate back with the maintainer. And saw a need...actually, I didn't see the need. I used this thing myself, and then in 2020, I started live streaming myself, building more features on top of this, like, CRM tool, and had a few people ask, "Hey, can you add a login to this? I'd love to use this, too, with my own database and stuff like that." So I did that. I added login. And I say database, like, we actually originally started with no database. We used GitHub Issues as a tracking mechanism for tracking repos and conversations. We've since moved away from that because, now, obviously, GitHub's got way more advanced in how notifications work. But the sort of ethos of the project still lives today, and what we have in the open-source platform. So that's, like, the long tale of how we got to where we are today. And then, I spoke at GitHub Universe on OpenSauced back in 2017. And from that talk, I had GitHub employees reach out to me and ask me to work at GitHub. So I accepted, and I worked at GitHub for almost five years, sort of putting OpenSauced to the side up until last year, decided to go ahead and pursue it again. And at that point, decided to make it a company. VICTORIA: What a cool story. There are so many things in there that I want to follow up on. I'm sure, Will, you also are like -- [laughs] WILL: [laughs] Yes. VICTORIA: I have so many questions. [laughs] WILL: Wow, that's amazing just hearing the story from you [laughs] got a four-year degree in finance, 2008 happened, no job, very hard to get a job because of who you know. And then you go and changed directions to start learning to code. And I love how it's kind of guided your path to where you are here right now. Like, who knows? But would you have been the CEO of OpenSauced if 2008 would have never happened? So it's amazing to see it. So, I guess, because I love the idea of OpenSauced...because I am that developer that wants to get into open source, but it is hard. It is hard to find the issues that you can work on. It's hard to get into the community to do that. So, if you can just explain to me a little bit more as from there, and we can do it from the enterprise portion later. But, as far as a user: a developer, what does it look like for me to use OpenSauced as a developer? BRIAN: Yeah, yeah. And that's a great question, too, as well. It's funny how serendipitous the story is today, but when I was living it, it was like, oh, man, I'm never going to get a job. [laughter] Or I'm never going to learn how to code. And I think anybody listening who might be where I was ten years ago, I just want to preface, like, your story is like a guided path through experiences. And every experience is like an opportunity for that sort of one piece of, like, the sort of stepping stone to move on to, like, CEO of whatever your next startup is or senior engineer, or staff engineer, whatever it is. But, to answer your question, Will, we built a Discord, and the Discord itself is how we sort of discovered this sort of onboard ramp into open source. So today, if you sign up to OpenSauced, again, opensauced.pizza, you connect to your GitHub account, and you get on-boarded into a flow to ask a couple questions. So, like, what languages are you interested in? And then, what time zone are you in? And the reason for those two things is, one because we're going to do recommendations for projects pretty soon. Everything is open source, so you can literally see the issues that are open about recommendations; happy to take contributions and feedback on it. And then time zone is because communication is pretty key. So, like, if someone is not awake when I see their PR, I have an expectation of, like, cool, I'll write a response, and I'll wait for them to wake up and respond back to that. So the goal there is there's a lot of projects on GitHub, like, 372 million repos is the number off the top of my head. They literally announce this stuff, and they share the data. But of those repos, only 225,000 have more than five contributors. Understanding what you're looking to accomplish first out of doing open source to either share knowledge, or gain knowledge, to get exposure, to get a job, or just to enhance your current job by go try something that's not in the roadmap of what you're working on. Eventually, we'll start asking those questions around, like, what type of contributor that you want to be, so we can start recommending those types of projects. But I mentioned that 225,000 repo number because there are a lot of projects that don't have five contributors that could use their second contributor, or third, fourth. And my recommendation is always find up-and-coming, like, growth-stage projects. A lot of people want to contribute to React. You had mentioned you did React, Will. That's a really big lift to go contribute upstream to a project maintained and supported by millions of enterprises around the world. But there are tons of projects that go trending every week that have no documentation, that have no README, that have no structure and are just getting off the ground. Like, those are the best projects that we try to showcase. So, like, that's hot.opensauced.pizza is our sort of up-and-coming project list. And the way that works is like projects that are trending based on our open-source community; we surface those there. There's a lot of work we have to do on that project. That was, like, a Hack Week project we did a couple of years ago as a community. But the basis of that is they're looking to build our recommendation engine off that. So, step one is find a project that is welcoming, that needs some work done, and then find the path in. So the path usually is going to be your CONTRIBUTING.md, which is like established projects will have this. But if you don't find a CONTRIBUTING.md, but you find a project you want to use, chances are you could build that CONTRIBUTING.md and ask the question, so, like, hey, how would I contribute? Like, how can I be supportive? Actually, I did this talk a couple of years ago at Juneteenth Conf. It was a remote conference on Juneteenth, which a bunch of Black Engineers we all gave our technical expertise sponsored by Microsoft. And I was talking about the idea of open-source hospitality. The best thing you could do is be that sort of hospitable person, either you're a maintainer or a first-time contributor. Like, be that person to set it up for the next person behind you. And the idea of hospitality, you go to a hotel. Like, you know where the towels are. Like, you know where the soaps are. Like, you know exactly where everything is all the time. And, in open source, like, if we could set up our projects in a very similar fashion, like, not franchise them in a way like the Hilton or Marriott, but set the expectation that there is a way to source information and to interact and operate, so... VICTORIA: Yeah, I mean, I love, [laughs] like, hot.opensauced.pizza. That's hilarious. And I love how you have used humor to...even though it's a very serious product, we're making it more friendly and more hospitable like you're saying. And I like how you said, you know, the journey is cool looking back on it, but it was really hard to go through it. And now you're this wonderful speaker and a CEO. But you said that you weren't actually good at talking to people at first. And you specifically sought to get better at that skill. So I wonder if you would share more about that, how that's impacted your career, and why that's important as a developer to have those communication skills. BRIAN: Yeah, it's like...I have a twin brother since birth, basically. And my twin brother is very extroverted. Like, he actually used to wait tables in college. It was like he was the person that would make you feel very special as a server. Like, he's the type of person that kind of lights up the room when you walk in. His name is Brock. My entire life growing up, I was always Brock's brother. And it's like, oh, you're Brock's brother. And it's like, yeah, I'm Brock's brother. And I'm more of a person, like, if you meet me in person, like, I'm very much reserved. I'm sort of reading the room, waiting for my point to jump in. And I made it a point for me to, like, have enough comfort to speak on a podcast or speak at a conference because I knew that skill set would be valuable. Because I definitely had, in my sales career, definitely got overlooked for a lot of opportunity because folks thought, oh, I don't think Brian could do it. So coming into tech and seeing that when every time I went to a meet up...because meetups also are places where I cut my teeth and got to learn about the industry and the community. They always needed someone to speak. So I was, like, oh, there's an opportunity. I can leverage this opportunity of them always looking for speakers and me always wanting to share knowledge and learn something new to do talks. So my first-ever conference talk was in San Francisco. And I had learned React Native, but prior to React Native, I had learned Objective-C. And then, in between Objective-C and React Native, I learned Swift because React Native and Swift came out the same year. Well, React Native went public, open source, the same year as Swift. So it was like a really interesting year back in; I think it was 2017 where...actually, it might have been 2016. But, anyway, everything came out at the same time. And I was learning iOS development. So I made it a point for me to give a talk. But my pet peeve for giving talks is, a lot of times, people just go directly into the code, and there's, like, no connection to a story, or why do I care about this? So I always bring storytelling into my conversations and talks. So, like, that talk about Swift, and Objective-C, and React Native, I made the comparison of, like...it was the same year that Kanye West took the mic from Taylor Swift at the VMAs or whatever the award show was. And the correlation was React Native took the mic away from Swift because it built similar interactions for JavaScript developers to understand and build iOS applications that was not like Ionic or RubyMine or...I forgot the Ruby one. But, anyway, what I'm getting at is, I just wanted to bring story to this because usually what happens is like, you see cool things, but you never remember what the name is. You try to find that REPL again, or you try to figure out who that speaker is. And it's usually hard to find it after the fact. So, like, my goal was always to make it memorable, which is why I go by Bdougie because Bdougie is easier to Google than Brian Douglas. Shout out to Brian Douglas, who's based in Ireland who does system engineering, and has a great YouTube channel. Like, I want to be memorable. And I want to make it easy for folks to find me after. So, while at GitHub, when I was developing all this sort of like Kanye West-type speaking and stuff like that, well, literally, I would use Kanye West years ago as the example to understand storytelling. I no longer use Kanye West. I'm now a Beyoncé advocate. [laughter] So I use Beyoncé instead. But I guess what I'm getting at is, like, I just had a goal. And I knew if I could teach myself to code...and it was about 17 weeks it took me from zero to ship a Ruby on Rails app. And I felt confident enough to talk about it. I knew basically anything I could just accomplish just by putting some effort and consistency behind it. So that's the...sorry, that was a little more long-winded than expected. But I just keep accountable and set goals for myself and try to achieve enough to feel proud about at the end of the year. WILL: Yeah. It's so funny because I recently had a similar situation. At thoughtbot, we try to engage with the community, and one of the ways was writing a blog post. I've never been a writer. It just hasn't been my thing. But I was telling my boss, I was like, I'm going to do that to get outside my comfort zone and to really stretch myself. And at the same time, I was like, why a blog post? Like, I don't know, it doesn't really make sense why a blog post. Well, when I started writing the blog post, I was like, oh, you have to really know, one, what you're talking about in order to write about it. And so I had to really do some research, really had to study it. And I finished it last week. And then, now, looking back over the last couple of months it took me to write that blog post, I'm like, wow, I feel stretched. But I feel really good, and I feel really good about the topic that I did. So that's interesting that you went through that process to stretch yourself and to grow and even learning to code and get to that point. So talking about...you were at Netlify, and then you worked at GitHub. And then you're at your current one OpenSauced. How have Netlify and GitHub, the work that you did there, how has it prepared you for your position right now? BRIAN: You know, actually, that's a great question. I don't know how much thought I put into that. Like, Netlify prepared me because it gave me an opportunity. So I was employee number three, but I had a sales background. And so I got to be an engineer, but they kept always trying to ask me like, you know, business questions and strategy. And, like, I pitched them a 30-60-90 in my interview of, like, what's the growth strategy of Netlify, like day zero when I start? And I go into way more detail in other content. But that prepared me because I got to see how startups work, being so early. I got to see that startup go from seed-funded, just closed their seed round to get their series B is when I left. At GitHub, I got to see what it looked like at a bigger company, which, like, it doesn't matter how big or small you are, like, there's always chaos. Like, GitHub was, like, so much chaos, and there was a lot of good that was happening but a lot of uncertainty at the time I joined in 2018. And then, nine months later, Microsoft acquired GitHub. So then I got to learn stability and what it looks like to...for personal reasons, I always had a budget but never had extra money, even years into my engineering career. And that taught me what it looks like when success meets career. With that being said, like, the problem that I'm solving, I got to learn firsthand while being at Netlify and getting adoption and traction through open source. And then going to GitHub and seeing every single other company that looked at GitHub as a solution to their open-source collaborations and interactions. And then also seeing that there was a hole in just understanding, like, how do you survive? How do you sustain yourself as your career but also your open-source project? Like, a lot of folks want to know, like, what success looks like for open source. Like, how do you get on the trending algorithm? Like, how do you get noticed? It's more than just pushing to GitHub and hoping for the best. There are, like, other things that happen for projects to be successful. And for us to choose the next in the future technologies, it really comes down to community, marketing, and then resources. And those three things end up making projects successful. With OpenSauced, we're working to help inflate some storytelling and add some of those resources to open-source projects. VICTORIA: Great. So you were able to really get, like, the full vision of what it could be if you had a product that became successful and stable, and you knew you wanted to build it on open source. So I love that you really just...you had this problem, and that's what you built the product around. And that ended up becoming the business. What was surprising for you in those early discovery phases with OpenSauced when you were first thinking of building it? BRIAN: I guess what's really surprising is we're not, like, crazy traction today. But we've done a pretty good job of getting, like, 2,000 developers to sign up to it since December. And then the conversations with enterprises so far just by the sheer...like, basically, what was surprising is if you use proper sales technique and you're early stage as a startup, so, like, not necessarily hire salespeople, but as a founder or as a stakeholder, just go talk to your future customers and your users. Everyone says it, but that's actually super valuable. And I think in the same vein of open source, folks they see projects die on the vine, but then you see projects succeed. And I think it also comes down to how often the maintainer of the project is talking to the contributors and the users and also that distinction as well. There are folks who want to contribute code to the codebase, but then there are folks who want to use the codebase. And, like, how do you interact between the two? And how do you cross the chasm for those folks as well? And, a lot of times, it's just fascinating just, like, just by trying, and just by showing up, that's half. It's all cliché stuff, like, I could say, but it's all true. Like, showing up is, like, it's, like, step one. Just show up, do the thing, do the work. And then talk to people is, like, step two. And it's hard to say, like, okay, yeah, because we are not a multibillion-dollar company, like, we're just getting started. So I can't say, like, yeah, we're super successful. But we've survived the year. And we've survived the year based on those two steps, the showing up and then talking to people. Because a lot of times, we could get lost in the sauce, per se, of just shipping code and never talking to anybody and never coming up for air. And I think what I learned, going back to what I learned from GitHub and Netlify, is talking to people and getting that feedback loop going is the best thing you could do for any product. Any early project, any feature you're working on, talk to people about it and see if it's actually valuable for somebody that after you ship it, something will happen. WILL: You're talking about communication is a big thing for a successful project. Have you noticed any other trends that make a successful open-source project? BRIAN: Yeah, that's...Any other trends? Yeah. I mean, AI, [laughs] just kidding. WILL: [laughs] BRIAN: No, I mean, but it also it is true, like, having a trend not sort of following the herd, but catching the herd earlier is extremely valuable. Like, at Netlify, we caught the trend of React. So, basically, Netlify built essentially GitHub Pages but a product and a company. And that was, like, the original project of Netlify. It's expanded so much further from that. But at that time, when I joined, I joined three months before Create React App was developed. So, like, it was a CLI tool to build React apps easy. And, prior to that, React was, like, super complicated to get up and running. Like, you had to know Webpack. You had to know, Babel. You had to make all that glue happen together. And then there wasn't an easy process to go host it somewhere. So the prevalence of build tools like Grunt, and Gulp, and Browserify, they all made it easier to build a static output from React. And that trend is what took Netlify to where it is today. It's like, people needed a place to deploy these static applications. GitHub Pages was like the solution for a lot of folks. Because Heroku, like, why pay $7 for something you could host on S3 for free? But the challenge was S3 it requires way more thought in how you host and take it down and deploy, and then it becomes like a Kubernetes nightmare. So the trend there was, like, people just wanted to have a better developer experience. When it comes to, like, open source, the developer experience in JavaScript has improved so much more. But folks are now looking at the next thing like a Zig, or a Rust, or all these other new languages and server renderings and stuff like that. So I guess when I take a step back, when I look at how I chose things I wanted to work on, and communities I wanted to hang out in...before committing to React...I'm based out here in Oakland, so San Francisco, basically. By seeing the sheer number of RSVPs to the React meetup, it made me confident that React would be something I should pay attention to. When you look at the RSVPs of now all these AI meetups that are happening in San Francisco, like, every single weekend is a hackathon. Highly confident that if you're engineering today, you probably want to know what embeddings are and know how OpenAI works. Not that you necessarily have to build AI stuff, but it is going to be the thing that people are going to be using. So just like we had to learn build tools, and servers, and CDNs prior, now it's all trivial stuff that you can sort of use Cloudflare for free. Like, AI is going to be very similar, and it's probably going to happen much quicker. But, in the time being, the trend right now is, like, you should probably understand whatever the players are in that space so that way you're able to talk confidently about it. WILL: That's really good advice, yep. VICTORIA: Absolutely. And, you know, in my role as Managing Director of Mission Control, or, like, DevOps, SRE platform, I spend a lot of time looking at trends, more on the engineering side. So I think my question is, [laughs] as someone who hires people to work on open-source projects, and who actively maintains and contributes to open-source projects, what should I be thinking about how to use OpenSauced as in my role? BRIAN: For hiring and sourcing skilled folks, we're actually working on a tool right now to make it more discoverable. So, today, when you onboard as an individual developer, you can check a box in your settings to say, like, if you want to collaborate with other folks, you have to opt into it. So if you want to be discovered on OpenSauced, it's in the settings. We'll probably expose that and share more about that in the future, like, in the next month or so. But for, in particular, our user flow today for folks looking to find other people to contribute alongside their project is, you add your project to what we call an Insight Page. You click on the tab on the top and create a page with your project. And then, you can see contributions in your project in the last 30 days. And then you can also add other projects like your project, so you can see who else is contributing. So, that way, you can start discovering folks who are making contributions consistently and start to get some stories of, like, if they're interested in collaborating, they'll check that box; if they're not, the box won't be checked. But at least you know the sort of scope of the ecosystem. As an individual developer, we have the onboarding flow, but then we also have highlights. So, eventually, we'll do recommendations to get you to make contributions. But, for now, if you're already making contributions, you can highlight the contributions you've made so that way, you're more discoverable on the platform. And the highlights are very much like a LinkedIn post or a tweet. You just drop in a PR, and then we'll either generate that description for you, or you write a description: I did a thing. This is what it was. This was the experience. And then, now you're attached to the project through not just a code contribution but also a discovery mechanism, which is a highlight. And then, eventually, we'll start doing blog posts, and guides, and stuff like that, as they're written. Like, if you want to attribute your career, and your journey to your participation to, like, documentation updates and stuff like that, those will also be highlights coming soon. WILL: I love, love, love that. MID-ROLL AD: Now that you have funding, it's time to design, build and ship the most impactful MVP that wows customers now and can scale in the future. thoughtbot Lift Off brings you the most reliable cross-functional team of product experts to mitigate risk and set you up for long-term success. As your trusted, experienced technical partner, we'll help launch your new product and guide you into a future-forward business that takes advantage of today's new technologies and agile best practices. Make the right decisions for tomorrow, today. Get in touch at: thoughtbot.com/liftoff WILL: I hear you saying that you have some things that's coming soon. In a high, high level, what are some of the things that you have coming? And what does success look like, six months, a year? What does that look like? Because it sounds like you have some really good ideas that you're working on. BRIAN: Yeah, yeah. So, like, six months to the end of the year, what we want to do is actually start getting more deeper insights to what's happening in open source. What we're doing right now is building the individual developer profile and experience so that way, they're able to be discovered, find projects to work on. And then what's next is there are tons of enterprises and companies that are maintaining open-source projects, SDKs. And what we're seeing right now is we're seeing massive layoffs happening currently in the industry. So like, as of today, I think Facebook laid off 4,000 people, ESPN laid off, like, 7,000 Disney employees as well. And some of those employees are around the Disney+ place. It's a lot of technical engineering stuff. So I guess what I'm getting at is there...we want to be able to see the trends of places that activity is happening and start recommending people to that. But also, we want to give an opportunity for folks who...companies...sorry, I'm avoiding trying to name specific companies because nothing is in contract yet. But certain companies, like, you, don't think of as an open-source powerhouse. So, like, a company we're now talking to right now is walgreens.com. And Walgreens they have tech. They've got open source that they participated. But they're not thought of as a place like, oh, I want to go work at Walgreens and go work on some cloud infrastructure stuff. So, how does Walgreens get exposure? And, like, hey, we're involved in the kubectl, and the Kubernetes platform and stuff like that, like, be aware that there's opportunity here. So we're going to start driving that connection to folks. So, as you develop your career doing open source, you can also be noticed, and folks can reach out to you. And also, I want to stand on the notion of open source is not for everybody. But I also want to point out, like, my entire career in open source has not been nights and weekends. It's always been finding a company that supports my interest to do open-source at work. Part of my story is, like, I was getting an MBA. My first kid, who's nine years old now he, was born 11 weeks early. And he's the reason why I built an app because I wanted to build an app to solve a pain point that I had, and ended up building that in 17 weeks. And that turned into opportunity. So I guess what I'm getting at is, like, folks being laid off right now, you might have some extra free time. You might be submitting like 100 applications a day. Consider taking that down to 50 applications a day, and then try to contribute to a couple of open-source projects a month. So that way, there's some more story to be shared as you're in the job market. VICTORIA: I love that you created that app when you had your son and you had that need. And for developers wanting to get noticed and wanting to get their next leg up or maybe even negotiate for higher salaries, what's the traditional way people do that now to kind of highlight themselves? BRIAN: The traditional way what people are doing is they're tweeting. They're speaking at conferences. They're sharing their stories. It's like zero to I'm an influencer in the open-source space. There's no real clear guide and steps to get to that point, which is why we have highlights today. Like, we want to make it low effort for folks to write 200 characters about something they contributed to. We're actually working on something to generate pull request descriptions because I think that's another missed opportunity. Like, when you open a PR in an open-source project, and it says no description added, like, that's a missed opportunity. Like, there's an opportunity for you to share what you've learned, what Stack Overflow questions you looked at, like, how you got to the problem, and why this is the right solution. All should be in the pull request description. And then that pull request should be in your cover letter for your resume so that people can go back and say, "Oh, wow, you did some real work." I can go see the history of your contributions because perhaps the job you got let go from you only worked in private repos. You couldn't really showcase your skills. That now gives you a competitive edge. And I guess when I look into this, like, going back to my original onboard ramp into engineering, I graduated with a finance degree with no network. I had one internship at an insurance company, but that wasn't enough. Like, everyone who I interned with, like, the guy who got a job at the internship, like, his dad was a client, was a big client at that firm. And another guy he worked at a golf course, and he'd be the caddy for all these big finance folks where I went to school. So, once I learned that there's an opportunity to get a job by just knowing people, that changed my entire path. Like, when I got to sales, like, oh, or when I got to engineering, I just knew go and meet people. Go have conversations. Go to meetups. What I'm trying to do with OpenSauced is make that step closer for folks, so they could look up and be like, you know, I've made all these contributions, or I don't know where to start. Let me just look at people who I know and follow in the industry and see where they're contributing, and make that connection. So, like, we've kind of closed that gap without the need of, again, you don't need 100,000 Twitter followers to get noticed. Just make some contributions or show up and ask questions. And, hopefully, that's the first step to establishing your career. VICTORIA: Well, that sounds great for both people who are looking to get hired, but also, as someone who hires people, [laughter] I know that there's a lot of amazing developers who are never going to do a conference talk, or they're not going to post on Twitter. So I love that that's available, and that's something you're working on. BRIAN: Yeah, it's just coming out of my own pain of, like, I was saying, like, looking at the story now, it sounds great. [laughs] But part of that story was like, hey, I was getting severely underpaid as an engineer in San Francisco, living in a one-bedroom apartment with two kids. Like, all that part of the story is like nothing I dwell on. But it's like, all that opportunity and knowledge-sharing that I ended up benefiting from, it's like what I constantly try to give. I pay it forward with folks. And I'm more than happy to talk with folks on Twitter and in OpenSauced Discord and other places because I think there's a lot of opportunity in open source. And if anybody's willing to listen, I'm willing to show them the path. WILL: I'm so glad you brought that up because this is one of my favorite questions I ask on the podcast: So, knowing where you're at right now and your story, you've gone the ups, the downs, all of it. If you can go back in time and know what you know now, what advice would you give yourself at the beginning? BRIAN: Honestly, I would say write it down. Like, one thing that I did is I did a blog post, and that's part of the reason why I was able to find my first job in engineering is I started a blog, which was really for myself to learn what I did yesterday. I tell everyone who I mentor it takes two hours every time you want to sit and learn something new because one hour is to remember what you did yesterday, and then one hour is to do something new. And so, I usually write it down and then make it a blog post just to solve that problem. I wish I did more with that, like, you know, wrote a book, or created a YouTube channel, or something because all that knowledge and that sort of sharing is actually what got me to level up faster. I was asked by one of my close friends, like, "Hey, how do you do it? How do you accomplish everything you've done in the last, like, 9-10 years?" And I didn't know what the answer was then. But the answer today for my friend, and I'll share this with them, is it's because I wrote it down. I was able to go back and see what I did. And then, at the end of six months, I was able to go back six months and see what I did. It's like the idea of relativity with, like, Einstein. Relativity is the idea of motion and the perception. Like, if you're in a train, it feels like you're just going slow. But you might be going 100 miles per hour, but you don't feel that. And when you're going on your journey, you could be going 100 miles per hour, but you're thinking, oh, man, I failed yesterday. I could have solved a problem. But yeah, you solved six problems while trying to solve for one. It's that situation. So advice for myself, in the beginning, write it down and then share it way more than I did when I started. Because a lot of the stuff I'm like, even in this conversation, I'm thinking, oh yeah, this, this, and this. And I never shared that before, and I wish I did. So yeah. WILL: I love that. Because yeah, I feel like that's development, like, you have some weeks that you're shipping out multiple features. And then other weeks, you're like, I barely got one out, or I barely fixed this one bug that I've been trying to...struggling with the last couple of weeks. So yeah, I like that advice. Write it down. And remember where you've been, remember. I just love the example you used, too, because it does seem like I haven't made any movement. But when you look back, you're like, no, you actually made a lot of movement. And you were very successful with what you did. So that's great advice. VICTORIA: I sometimes write things, and then I go back maybe six months later and read them. And I'm like, who wrote this? [laughter] I don't remember learning this stuff. Oh yeah, I guess I did, right, yeah. [laughs] No, that's so cool. What questions do you have for us, Brian? BRIAN: I'm curious in, like, how do thoughtbot folks stay up to date? Like, what does your involvement in open source look like today? VICTORIA: Yeah, so we are known for being active maintainers of a lot of very popular Ruby on Rails gems. So we're a consulting agency. So we're able to structure our time with our clients so that we can build in what we call investment days, which is typically Fridays, so that people can contribute to open-source projects. They can write blog posts. They can do trainings. And so that gives us the structure to be able to actually allow our employees to contribute to open source, and it's a huge part of our business as well. So if you have a Ruby on Rails project, you're probably using one of our gems. [laughs] And so, when there's other crises or other things happening in an organization, and they want to bring in an expert, they know that that's who thoughtbot is. Of course, we've expanded, and we do React, and now we're doing platform engineering. And we have some open-source TerraForm modules that we use to migrate people onto AWS and operate at that enterprise level with a mix of managed products from AWS as well. And that continues to be, like, how we talk to people [laughs] and get that buzzword out there is, like, okay, there's this cool open-source project. Like, one I'm excited about now is OpenTelemetry. And so we're digging into that and figuring out how we can contribute. And can we make a big impact here? And that just opens the door to conversations in a way that is less salesy, right? [laughs] And people know us as the contributors and maintainers, and that creates a level of trust that goes a long way. And also, it really speaks to how we operate as a company as well, where the code is open and when we give it back to the customers, it's not. Some organizations will build stuff and then never give it to you. [laughs] BRIAN: Yeah. So it sounds like folks at thoughtbot could probably benefit from things like OpenSauced for discoverability. And I get a lot of conversation around in OpenSauced as like, how do I get connected to maintainer of X or maintainer of Y? And the first step is like, how do I even know who the maintainer is? Because when you go to GitHub, you could sort this by last commit date, which not a lot of people know. You can sort the contributors by most frequently and stuff like that. But it's challenging to find out who to reach out to when it comes to packages, especially when people move on. Like, someone created a thing. They have tons of commits. And then they look like they're the number one committer for the past ten years, but they left five years ago. Those are things that we're trying to make more discoverable to solve that problem. But then, going into that thoughtbot thing, is like being able to reach out to thoughtbot and be like, oh, who can I reach out to about this gem? And, say, I have an idea, or we have an issue; how can we get unblocked because we're using this in our product? And I imagine with consulting, there's an opportunity to say, hey thoughtbot...which, honestly, at Netlify, we used thoughtbot to solve some harder problems for us. We were just like, yeah, we don't have the bandwidth to go down this path. Let's go to consulting to unblock us in this arena. VICTORIA: Right. And that was really important to me in making the decision to join thoughtbot last year is that it was built around open source. And that ethos really spoke to me as, like, this is a place where I want to work. [laughs] And you can think of, like, if you're looking for vendors, like, oh, I want to work with people who have that same ethos. So yeah, OpenSauced seems like a really cool product. I'd be curious about how we can leverage it more at thoughtbot. BRIAN: We just shipped a feature called Teams, which it's self-explanatory. But, basically, when you build an insight page, you're able to build a team to help the discover process of what's happening in contributions. You get details and reporting on OpenSauced. The goal is basically to unblock teams who are involved in open source together and make it more discoverable for folks who want to find maintainers and collaborate with them. VICTORIA: Will, I know we're running close on time. But I had one more question about what you said around making open source more hospitable. And, you know, you mentioned going to Juneteenth Conf. And I'm curious if you have a perspective on if open source is equitably accessible to everyone or if there are things we can be doing as a community to be more inclusive. BRIAN: Yeah, it's a great question. So the first answer is quick, it's no. The reason why it's no is because we have to admit [laughs] where there are inequitable situations. And as much as we want to set this up of, like, I want to say that there's opportunity for everyone to contribute based on no matter where their background, but just by your time zone, makes it inequitable of, like, whether you can contribute to open source. Because if you look at the data and zoom out, most open source happens in the West Coast U.S., so from San Francisco to Seattle. Like, majority of contributions are there. There are reasons for that. Like, California has a very, very expressive clause of like where you can contribute. And, technically, your employer can block you on doing open-source contributions. Unless you sign...like, at Apple, you sign away your rights to be able to do that in your employee offer letter. Sorry, [laughs] not to be a dig against Apple. Apple buy lots of open source. But what I'm getting at is that the opportunity is there, but it's the awareness thing. I'm part of an organization called DevColor. It's an organization of Black engineers in tech. We have squads and monthly meetings where we just talk about our career, and growth, and stuff like that. And I attribute a lot of that interactions to my success is, like, talking to other folks who are years ahead of me and have a lot more experience. But I say this because the majority of the folks that I interact with at DevColor they don't do open source because they all...to be a Black engineer at a level of like senior engineer at Netlify, or a staff engineer, or a manager...sorry, I meant, like, Netflix but Netlify too. You basically had a career path of, like, you probably went to school at a decent engineering school, or you figured out how to get a job at Facebook or Google. And, like, that's pretty much it. And, like, this is a blanket statement. I totally understand there are outliers. But the majority of the folks I interact with at DevColor they have a job. They have a great job. And they're doing the thing, and they're being very successful. But there's less community interaction. And that's what DevColor exists for is to encourage that community interaction and participation. So, at the end of the day, like, there's opportunity to make it more equitable. So things like, every time there's a release cut for a major open-source project, why not go to Black Girls CODE and have them build something with it? And, again, very specific, like, React 19 that's currently being tested, why not go to all these other underrepresented organizations and partner with them to show them how to use this project? Because the assumption is everyone in open source, you got to be senior enough to participate, or if it's too hot, get out of the kitchen. But if we set up a place for people to interact and level up, in three or four years from now, you'll see the open-source ecosystem of that project be completely different as far as diversity. But it takes that investment to have that onboard ramp to even have that connection or conversation about testing early releases with underrepresented groups in engineering. That's where we have to start, and that's what we're trying to do at OpenSauced. We want to make that connection. I have a whole plan for it. I'll share in a blog post. I also mentioned that a lot of these thoughts are on our blog as well. I've been writing blog posts around these conversations. So opensauced.pizza/blog if you're interested. VICTORIA: Very cool. Thank you for that. WILL: I'm just processing on the whole conversation. It has just been great. VICTORIA: Yes. Thank you so much for sharing with us. And I wonder, do you have any final takeaways for our listeners today, Brian? BRIAN: Yeah, final takeaways. Like, if anything at all resonated in this conversation, please reach out, bdougie on GitHub. I'm pretty active with my notifications. So if you @ mention me in a random project, I'll probably jump back in and respond to you. But also Twitter @bdougieYO. And then, I mentioned our blog. We also have a newsletter. So, if you're interested in any of this OpenSauced journey, please join us there, and keep in touch. VICTORIA: Wonderful. Thank you so much for joining us today and sharing your story. You can subscribe to the show and find notes along with a complete transcript for this episode at giantrobots.fm. If you have questions or comments, email us at hosts@giantrobots.fm. And you can find me on Twitter @victori_ousg. WILL: And you could find me @will23larry This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore. Thank you. ANNOUNCER: This podcast is brought to you by thoughtbot, your expert strategy, design, development, and product management partner. We bring digital products from idea to success and teach you how because we care. Learn more at thoughtbot.com. Special Guest: Brian Douglas.

About BrianBrian is an accomplished dealmaker with experience ranging from developer platforms to mobile services. Before InfluxData, Brian led business development at Twilio. Joining at just thirty-five employees, he built over 150 partnerships globally from the company's infancy through its IPO in 2016. He led the company's international expansion, hiring its first teams in Europe, Asia, and Latin America. Prior to Twilio Brian was VP of Business Development at Clearwire and held management roles at Amp'd Mobile, Kivera, and PlaceWare.Links Referenced:InfluxData: https://www.influxdata.com/ TranscriptAnnouncer: Hello, and welcome to Screaming in the Cloud with your host, Chief Cloud Economist at The Duckbill Group, Corey Quinn. This weekly show features conversations with people doing interesting work in the world of cloud, thoughtful commentary on the state of the technical world, and ridiculous titles for which Corey refuses to apologize. This is Screaming in the Cloud.Corey: This episode is bought to you in part by our friends at Veeam. Do you care about backups? Of course you don't. Nobody cares about backups. Stop lying to yourselves! You care about restores, usually right after you didn't care enough about backups.  If you're tired of the vulnerabilities, costs and slow recoveries when using snapshots to restore your data, assuming you even have them at all living in AWS-land, there is an alternative for you. Check out Veeam, thats V-E-E-A-M for secure, zero-fuss AWS backup that won't leave you high and dry when it's time to restore. Stop taking chances with your data. Talk to Veeam. My thanks to them for sponsoring this ridiculous podcast.Corey: This episode is brought to us by our friends at Pinecone. They believe that all anyone really wants is to be understood, and that includes your users. AI models combined with the Pinecone vector database let your applications understand and act on what your users want… without making them spell it out.Make your search application find results by meaning instead of just keywords, your personalization system make picks based on relevance instead of just tags, and your security applications match threats by resemblance instead of just regular expressions. Pinecone provides the cloud infrastructure that makes this easy, fast, and scalable. Thanks to my friends at Pinecone for sponsoring this episode. Visit Pinecone.io to understand more.Corey: Welcome to Screaming in the Cloud. I'm Corey Quinn. It's been a year, which means it's once again time to have a promoted guest episode brought to us by our friends at InfluxData. Joining me for a second time is Brian Mullen, CMO over at InfluxData. Brian, thank you for agreeing to do this a second time. You're braver than most.Brian: Thanks, Corey. I'm happy to be here. Second time is the charm.Corey: So, it's been an interesting year to put it mildly and I tend to have the attention span of a goldfish of most days, so for those who are similarly flighty, let's start at the very top. What is an InfluxDB slash InfluxData slash Influx—when you're not sure which one to use, just shorten it and call it good—and why might someone need it?Brian: Sure. So, InfluxDB is what most people understand our product as, a pretty popular open-source product, been out for quite a while. And then our company, InfluxData is the company behind InfluxDB. And InfluxDB is where developers build IoT real-time analytics and cloud applications, typically all based on time series. It's a time-series data platform specifically built to handle time-series data, which we think about is any type of data that is stamped in time in some way.It could be metrics, like, taken every one second, every two seconds, every three seconds, or some kind of event that occurs and is stamped in time in some way. So, our product and platform is really specialized to handle that technical problem.Corey: When last we spoke, I contextualized that in the realm of an IoT sensor that winds up reporting its device ID and its temperature at a given timestamp. That is sort of baseline stuff that I think aligns with what we're talking about. But over the past year, I started to see it in a bit of a different light, specifically viewing logs as time-series data, which hadn't occurred to me until relatively recently. And it makes perfect sense, on some level. It's weird to contextualize what Influx does as being a logging database, but there's absolutely no reason it couldn't be.Brian: Yeah, it certainly could. So typically, we see the world of time-series data in kind of two big realms. One is, as you mentioned the, you know, think of it as the hardware or, you know, physical realm: devices and sensors, these are things that are going to show up in a connected car, in a factory deployment, in renewable energy, you know, wind farm. And those are real devices and pieces of hardware that are out in the physical world, collecting data and emitting, you know, time-series every one second, or five seconds, or ten minutes, or whatever it might be.But it also, as you mentioned, applies to, call it the virtual world, which is really all of the software and infrastructure that is being stood up to run applications and services. And so, in that world, it could be the same—it's just a different type of source, but is really kind of the same technical problem. It's still time-series data being stamped, you know, data being stamped every, you know, one second, every five seconds, in some cases, every millisecond, but it is coming from a source that is actually in the infrastructure. Could be, you know, virtual machines, it could be containers, it could be microservices running within those containers. And so, all of those things together, both in the physical world and this infrastructure world are all emitting time-series data.Corey: When you take a look at the broader ecosystem, what is it that you see that has been the most misunderstood about time-series data as a whole? For example, when I saw AWS talking about a lot of things that they did in the realm of for your data lake, I talked to clients of mine about this and their response is, “Well, that'd be great genius, if we had a data lake.” It's, “What do you think those petabytes of nonsense in S3 are?” “Oh, those are the logs and the assets and a bunch of other nonsense.” “Yeah, that's what other people are calling a data lake.” “Oh.” Do you see similar lights-go-on moment when you talk to clients and prospective clients about what it is that they're doing that they just hadn't considered to be time-series data previously?Brian: Yeah. In fact, that's exactly what we see with many of our customers is they didn't realize that all of a sudden, they are now handling a pretty sizable time-series workload. And if you kind of take a step back and look at a couple of pretty obvious but sometimes unrecognized trends in technology, the first is cloud applications in general are expanding, they're both—horizontally and vertically. So, that means, like, the workloads that are being run in the Netflix's of the world, or all the different infrastructure that's being spun up in the cloud to run these various, you know, applications and services, those workloads are getting bigger and bigger, those companies and their subscriber bases, and the amount of data they're generating is getting bigger and bigger. They're also expanding horizontally by region and geography.So Netflix, for example, running not just in the US, but in every continent and probably every cloud region around the world. So, that's happening in the cloud world, and then also, in the IoT world, there's this massive growth of connected devices, both net-new devices that are being developed kind of, you know, the next Peloton or the next climate control unit that goes in an apartment or house, and also these longtime legacy devices that are been on the factory floor for a couple of decades, but now are being kind of modernized and coming online. So, if you look at all of that growth of the data sources now being built up in the cloud and you look at all that growth of these connected devices, both new and existing, that are kind of coming online, there's a huge now exponential growth in the sources of data. And all of these sources are emitting time-series data. You can just think about a connected car—not even a self-driving car, just a connected car, your everyday, kind of, 2022 model, and nearly every element of the car is emitting time-series data: its engine components, you know, your tires, like, what the climate inside of the car is, statuses of the engine itself, and it's all doing that in real-time, so every one second, every five seconds, whatever.So, I think in general, people just don't realize they're already dealing with a substantial workload of time series. And in most cases, unless they're using something like Influx, they're probably not, you know, especially tuned to handle it from a technology perspective.Corey: So, it's been a year. What has changed over on your side of the world since the last time we spoke? It seems that well, things continue and they're up and to the right. Well, sure, generally speaking, you're clearly still in business. Good job, always appreciative of your custom, as well as the fact that oh, good, even in a world where it seems like there's a macro recession in progress, that there are still companies out there that continue to persist and in some cases, dare I say, even thrive? What have you folks been up to?Brian: Yeah, it's been a big year. So first, we've seen quite a bit of expansion across the use cases. So, we've seen even further expansion in IoT, kind of expanding into consumer, industrial, and now sustainability and clean energy, and that pairs with what we've seen on FinTech and cryptocurrency, gaming and entertainment applications, network telemetry, including some of the biggest names in telecom, and then a little bit more on the cloud side with cloud services, infrastructure, and dev tools and APIs. So, quite a bit more broad set of use cases we're now seeing across the platform. And the second thing is—you might have seen it in the last month or so—is a pretty big announcement we had of our new storage engine.So, this was just announced earlier this month in November and was previously introduced to our community as what we call an IOx, which is how it was known in the open-source. And think of this really as a rebuilt and reimagined storage engine which is built on that open-source project, InfluxDB IOx that allows us to deliver faster queries, and now—pretty exciting for the first time—unlimited time-series, or cardinality as it's known in the space. And then also we introduced SQL for writing queries and BI tool support. And this is, for the first time we're introducing SQL, which is world's most popular data programming language to our platform, enabling developers to query via the API our language Flux, and InfluxQL in addition.Corey: A long time ago, it really seems that the cloud took a vote, for lack of a better term, and decided that when it comes to storage, object store is the way forward. It was a bit of a reimagining from how we all considered using storage previously, but the economics are at minimum of ten to one in favor of objects store, the latency is far better, the durability is off the charts better, you don't have to deal—at least in AWS-land—with the concept of availability zones and the rest, just from an economic and performance perspective, provided the use case embraces it, there's really no substitute.Brian: Yeah, I mean, the way we think about storage is, you know, obviously, it varies quite a bit from customer to customer with our use cases. Especially in IoT, we see some use cases where customers want to have data around for months and in some cases, years. So, it's a pretty substantial data set you're often looking at. And sometimes those customers want to downsample those, they don't necessarily need every single piece of minutia that they may need in real-time, but not in summary, looking backward. So, you really—we're in this kind of world where we're dealing with both hive fidelity—usually in the moment—data and lower fidelity, when people can downsample and have a little bit more of a summarized view of what happened.So, pretty unique for us and we have to kind of design the product in a way that is able to balance both of those because that's what, you know, the customer use cases demand. It's a super hard problem to solve. One of the reasons that you have a product like InfluxDB, which is specialized to handle this kind of thing, is so that you can actually manage that balance in your application service and setting your retention policy, et cetera.Corey: That's always been something that seemed a little on the odd side to me when I'm looking at a variety of different observability tools, where it seems that one of the key dimensions that they all tend to, I guess, operate on and price on is retention period. And I get it; you might not necessarily want to have your load balancer logs from 2012 readily available and paying for the privilege, but it does seem that given the dramatic fall of archival storage pricing, on some level, people do want to be able to retain that data just on the off chance that will be useful. Maybe that's my internal digital packrat chiming in at this point, but I do believe strongly that there is a correlation between how recent the data is and how useful it is, for a variety of different use cases. But that's also not a global truth. How do you view the divide? And what do you actually see people saying they want versus what they're actually using?Brian: It's a really good question and not a simple problem to solve. So, first of all, I would say it probably really depends on the use case and the extent to which that use case is touching real world applications and services. So, in a pure observability setting where you're looking at, perhaps more of a, kind of, operational view of infrastructure monitoring, you want to understand kind of what happened and when those tend to be a little bit more focused on real-time and recent. So, for example, you of course, want to know exactly what's happening in the moment, zero in on whatever anomaly and kind of surrounding data there is, perhaps that means you're digging into something that happened in you know, fairly recent time. So, those do tend to be, not all of them, but they do tend to be a little bit more real-time and recent-oriented.I think it's a little bit different when we look at IoT. Those generally tend to be longer timeframes that people are dealing with. Their physical out-in-the-field devices, you know, many times those devices are kind of coming online and offline, depending on the connectivity, depending on the environment, you can imagine a connected smart agriculture setup, I mean, those are a pretty wide array of devices out and in, you know, who knows what kind of climate and environment, so they tend to be a little bit longer in retention policy, kind of, being able to dig into the data, what's happening. The time frame that people are dealing with is just, in general, much longer in some of those situations.Corey: One story that I've heard a fair bit about observability data and event data is that they inevitably compose down into metrics rather than events or traces or logs, and I have a hard time getting there because I can definitely see a bunch of log entries showing the web servers return codes, okay, here's the number of 500 errors and number of different types of successes that we wind up seeing in the app. Yeah, all right, how many per minute, per second, per hour, whatever it is that makes sense that you can look at aberrations there. But in the development process at least, I find that having detailed log messages tell me about things I didn't see and need to understand or to continue building the dumb thing that I'm in the process of putting out. It feels like once something is productionalized and running, that its behavior is a lot more well understood, and at that point, metrics really seem to take over. How do you see it, given that you fundamentally live at that intersection where one can become the other?Brian: Yeah, we are right at that intersection and our answer probably would be both. Metrics are super important to understand and have that regular cadence and be kind of measuring that state over time, but you can miss things depending on how frequent those metrics are coming in. And increasingly, when you have the amount of data that you're dealing with coming from these various sources, the measurement is getting smaller and smaller. So, unless you have, you know, perfect metrics coming in every half-second, or you know, in some sub-partition of that, in milliseconds, you're likely to miss something. And so, events are really key to understand those things that pop up and then maybe come back down and in a pure metric setting, in your regular interval, you would have just completely missed. So, we see most of our use cases that are showing a balance of the two is kind of the most effective. And from a product perspective, that's how we think about solving the problem, addressing both.Corey: One of the things that I struggled with is it seems that—again, my approach to this is relatively outmoded. I was a systems administrator back when that title was not considered disparaging by a good portion of the technical community the way that it is today. Even though the job is the same, we call them something different now. Great. Okay, whatever smile, nod, and accept the larger paycheck.But my way of thinking about things are okay, you have the logs, they live on the server itself. And maybe if you want to be fancy, you wind up putting them to a centralized rsyslog cluster or whatnot. Yes, you might send them as well to some other processing system for visibility or a third-party monitoring system, but the canonical truth slash source of logs tends to live locally. That said, I got out of running production infrastructure before this idea of ephemeral containers or serverless functions really became a thing. Do you find that these days you are the source of truth slash custodian of record for these log entries, or do you find that you are more of a secondary source for better visibility and analysis, but not what they're going to bust out when the auditor comes calling in three years?Brian: I think, again, it—[laugh] I feel like I'm answering the same way [crosstalk 00:15:53]Corey: Yeah, oh, and of course, let's be clear, use cases are going to vary wildly. This is not advice on anyone's approach to compliance and the rest [laugh]. I don't want to get myself in trouble here.Brian: Exactly. Well, you know, we kind of think about it in terms of profiles. And we see a couple of different profiles of customers using InfluxDB. So, the first is, and this was kind of what we saw most often early on, still see quite a bit of them is kind of more of that operator profile. And these are folks who are going to—they're building some sort of monitor, kind of, source of truth for—that's internally facing to monitor applications or services, perhaps that other teams within their company built.And so that's, kind of like, a little bit more of your kind of pure operator. Yes, they're building up in the stack themselves, but it's to pay attention to essentially something that another team built. And then what we've seen more recently, especially as we've moved more prominently into the cloud and offered a usage-based service with a, you know, APIs and endpoint people can hit, as we see more people come into it from a builder's perspective. And similar in some ways, except that they're still building kind of a, you know, a source of truth for handling this kind of data. But they're also building the applications and services themselves are taken out to market that are in the hands of customers.And so, it's a little bit different mindset. Typically, there's, you know, a little bit more comfort with using one of many services to kind of, you know, be part of the thing that they're building. And so, we've seen a little bit more comfort from that type of profile, using our service running in the cloud, using the API, and not worrying too much about the kind of, you know, underlying setup of the implementation.Corey: Love how serverless helps you scale big and ship fast, but hate debugging your serverless apps? With Lumigo's serverless observability, it's fast and easy (and maybe a little fun, too). End-to-end distributed tracing gives developers full clarity into their most complex serverless and containerized applications, connecting every service from AWS Lambda and Amazon ECS to DynamoDB, API Gateways, Step Functions and more. Try Lumigo free and debug 3x faster, reduce error rate and speed up development. Visit snark.cloud/lumigo That's snark.cloud/L-U-M-I-G-OCorey: So, I've been on record a lot saying that the best database is TXT records stuffed into Route 53, which works super well as a gag, let's be clear, don't actually build something on top of this, that's a disaster waiting to happen. I don't want to destroy anyone's career as I do this. But you do have a much more viable competitive threat on the landscape. And that is quite simply using the open-source version of InfluxDB. What is the tipping point where, “Huh, I can run this myself,” turns into, “But I shouldn't. I should instead give money to other people to run it for me.”Because having been an engineer, where I believe I'm the world's greatest everything, when it comes to my environment—a fact provably untrue, but that hubris never quite goes away entirely—at what point am I basically being negligent not to start dealing with you in a more formalized business context?Brian: First of all, let me say that we have many customers, many developers out there who are running open-source and it works perfectly for them. The workload is just right, the deployment makes sense. And so, there are many production workloads we're using open-source. But typically, the kind of big turning point for people is on scale, scale, and overall performance related to that. And so, that's typically when they come and look at one of the two commercial offers.So, to start, open-source is a great place to, you know, kind of begin the journey, check it out, do that level of experimentation and kind of proof of concept. We also have 60,000-plus developers using our introductory cloud service, which is a free service. You simply sign up and can begin immediately putting data into the platform and building queries, and you don't have to worry about any of the setup and running servers to deploy software. So, both of those, the open-source and our cloud product are excellent ways to get started. And then when it comes time to really think about building in production and moving up in scale, we have our two commercial offers.And the first of those is InfluxDB Cloud, which is our cloud-native fully managed by InfluxData offering. We run this not only in AWS but also in Google Cloud and Microsoft Azure. It's a usage-based service, which means you pay exactly for what you use, and the three components that people pay for our data in, number of queries, and the amount of data you store in storage. We also for those who are interested in actually managing it themselves, we have InfluxDB Enterprise, which is a software subscription-base model, and it is self-managed by the customer in their environment. Now, that environment could be their own private cloud, it also could be on-premises in their own data center.And so, lots of fun people who are a little bit more oriented to kind of manage software themselves rather than using a service gear toward that. But both those commercial offers InfluxDB Cloud and InfluxDB Enterprise are really designed for, you know, massive scale. In the case of Cloud, I mentioned earlier with the new storage engine, you can hit unlimited cardinality, which means you have no limit on the number of time series you can put into the platform, which is a pretty big game-changing concept. And so, that means however many time-series sources you have and however many series they're emitting, you can run that without a problem without any sort of upper limit in our cloud product. Over on the enterprise side with our self-managed product, that means you can deploy a cluster of whatever size you want. It could be a two-by-four, it could be a four-by-eight, or something even larger. And so, it gives people that are managing in their own private cloud or in a data center environment, really their own options to kind of construct exactly what they need for their particular use case.Corey: Does your object storage layer make it easier to dynamically change clusters on the fly? I mean, historically, running things in a pre-provisioned cluster with EBS volumes or local disk was, “Oh, great. You want to resize something? Well, we're going to be either taking an outage or we're going to be building up something, migrating data live, and there's going to be a knife-switch cutover at some point that makes things relatively unfortunate.” It seems that once you abstract the storage layer away from anything resembling an instance that you would be able to get away from some of those architectural constraints.Brian: Yeah, that's really the promise, and what is delivered in our cloud product is that you no longer, as a developer, have to think about that if you're using that product. You don't have to think about how big the cluster is going to be, you don't have to think about these kind of disaster scenarios. It is all kind of pre-architected in the service. And so, the things that we really want to deliver to people, in addition to the elimination of that concern for what the underlying infrastructure looks like and how its operating. And so, with infrastructure concerns kind of out of the way, what we want to deliver on are kind of the things that people care most about: real-time query speed.So, now with this new storage engine, you can query data across any time series within milliseconds, 100 times faster queries against high cardinality data that was previously impossible. And we also have unlimited time-series volume. Again, any total number of time series you have, which is known as cardinality, is now able to run without a problem in the platform. And then we also have kind of opening up, we're opening up the aperture a bit for developers with SQL language support. And so, this is just a whole new world of flexibility for developers to begin building on the platform. And again, this is all in the way that people are using the product without having to worry about the underlying infrastructure.Corey: For most companies—and this does not apply to you—their core competency is not running time-series databases and the infrastructure attendant thereof, so it seems like it is absolutely a great candidate for, “You know, we really could make this someone else's problem and let us instead focus on the differentiated thing that we are doing or building or complaining about.”Brian: Yeah, that's a true statement. Typically what happens with time-series data is that people first of all, don't realize they have it, and then when they realize they have time-series data, you know, the first thing they'll do is look around and say, “Well, what do I have here?” You know, I have this relational database over here or this document database over here, maybe even this, kind of, search database over here, maybe that thing can handle time series. And in a light manner, it probably does the job. But like I said, the sources of data and just the volume of time series is expanding, really across all these different use cases, exponentially.And so, pretty quickly, people realize that thing that may be able to handle time series in some minor manner, is quickly no longer able to do it. They're just not purpose-built for it. And so, that's where really they come to a product like Influx to really handle this specific problem. We're built specifically for this purpose and so as the time-series workload expands when it kind of hits that tipping point, you really need a specialized tool.Corey: Last question, before I turn you loose to prepare for re:Invent, of course—well, I guess we'll ask you a little bit about that afterwards, but first, we can talk a lot theoretically about what your product could or might theoretically do. What are you actually seeing? What are the use cases that other than the stereotypical ones we've talked about, what have you seen people using it for that surprised you?Brian: Yeah, some of it is—it's just really interesting how it connects to, you know, things you see every day and/or use every day. I mean, chances are, many people listening have probably use InfluxDB and, you know, perhaps didn't know it. You know, if anyone has been to a home that has Tesla Powerwalls—Tesla is a customer of ours—then they've seen InfluxDB in action. Tesla's pulling time-series data from these connected Powerwalls that are in solar-powered homes, and they monitor things like health and availability and performance of those solar panels and the battery setup, et cetera. And they're collecting this at the edge and then sending that back into the hub where InfluxDB is running on their back end.So, if you've ever seen this deployed like that's InfluxDB running behind the scenes. Same goes, I'm sure many people have a Nest thermostat in their house. Nest monitors the infrastructure, actually the powers that collection of IoT data collection. So, you think of this as InfluxDB running behind the scenes to monitor what infrastructure is standing up that back-end Nest service. And this includes their use of Kubernetes and other software infrastructure that's run in their platform for collection, managing, transforming, and analyzing all of this aggregate device data that's out there.Another one, especially for those of us that streamed our minds out during the pandemic, Disney+ entertainment, streaming, and delivery of that to applications and to devices in the home. And so, you know, this hugely popular Disney+ streaming service is essentially a global content delivery network for distributing all these, you know, movies and video series to all the users worldwide. And they monitor the movement and performance of that video content through this global CDN using InfluxDB. So, those are a few where you probably walk by something like this multiple times a week, or in our case of Disney+ probably watching it once a day. And it's great to see InfluxDB kind of working behind the scenes there.Corey: It's one of those things where it's, I guess we'll call it plumbing, for lack of a better term. It's not the sort of thing that people are going to put front-and-center into any product or service that they wind up providing, you know, except for you folks. Instead, it's the thing that empowers a capability behind that product or service that is often taken for granted, just because until you understand the dizzying complexity, particularly at scale, of what these things have to do under the hood, it just—well yeah, of course, it works that way. Why shouldn't it? That's an expectation I have of the product because it's always had that. Yeah, but this is how it gets there.Brian: Our thesis really is that data is best understood through the lens of time. And as this data is expanding exponentially, time becomes increasingly the, kind of, common element, the common component that you're using to kind of view what happened. That could be what's running through a telecom network, what's happening with the devices that are connected that network, the movement of data through that network, and when, what's happening with subscribers and content pushing through a CDN on a streaming service, what's happening with climate and home data in hundreds of thousands, if not millions of homes through common device like a Nest thermostat. All of these things they attach to some real-world collection of data, and as long as that's happening, there's going to be a place for time-series data and tools that are optimized to handle it.Corey: So, my last question—for real this time—we are recording this the week before re:Invent 2022. What do you hope to see, what do you expect to see, what do you fear to see?Brian: No fears. Even though it's Vegas, no fears.Corey: I do have the super-spreader event fear, but that's a separate—Brian: [laugh].Corey: That's a separate issue. Neither one of us are deep into the epidemiology weeds, to my understanding. But yeah, let's just bound this to tech, let's be clear.Brian: Yeah, so first of all, we're really excited to go there. We'll have a pretty big presence. We have a few different locations where you can meet us. We'll have a booth on the main show floor, we'll be in the marketplace pavilion, as I mentioned, InfluxDB Cloud is offered across the marketplaces of each of the clouds, AWS, obviously in this case, but also in Azure and Google. But we'll be there in the AWS Marketplace pavilion, showcasing the new engine and a lot of the pretty exciting new use cases that we've been seeing.And we'll have our full team there, so if you're looking to kind of learn more about InfluxDB, or you've checked it out recently and want to understand kind of what the new capability is, we'll have many folks from our technical teams there, from our development team, some our field folks like the SEs and some of the product managers will be there as well. So, we'll have a pretty great collection of experts on InfluxDB to answer any questions and walk people through, you know, demonstrations and use cases.Corey: I look forward to it. I will be doing my traditional Wednesday afternoon tour through the expo halls and nature walk, so if you're listening to this and it's before Wednesday afternoon, come and find me. I am kicking off and ending at the [unintelligible 00:29:15] booth, but I will make it a point to come by the Influx booth and give you folks a hard time because that's what I do.Brian: We love it. Please. You know, being on the tour is—on the walking tour is excellent. We'll be mentally prepared. We'll have some comebacks ready for you.Corey: Therapists are standing by on both sides.Brian: Yes, exactly. Anyway, we're really looking forward to it. This will be my third year on your walking tour. So, the nature walk is one of my favorite parts of AWS re:Invent.Corey: Well, I appreciate that. Thank you. And thank you for your time today. I will let you get back to your no doubt frenzied preparations. At least they are on my side.Brian: We will. Thanks so much for having me and really excited to do it.Corey: Brian Mullen, CMO at InfluxData, I'm Cloud Economist Corey Quinn and this is Screaming in the Cloud. If you've enjoyed this podcast, please leave a five-star review on your podcast platform of choice, whereas if you've hated this podcast, please leave a five-star review on your podcast platform of choice, along with an insulting comment that you naively believe will be stored as a TXT record in a DNS server somewhere rather than what is almost certainly a time-series database.Corey: If your AWS bill keeps rising and your blood pressure is doing the same, then you need The Duckbill Group. We help companies fix their AWS bill by making it smaller and less horrifying. The Duckbill Group works for you, not AWS. We tailor recommendations to your business and we get to the point. Visit duckbillgroup.com to get started.Announcer: This has been a HumblePod production. Stay humble.

This week on the blog, a podcast interview with Dawn Brodey and Brian Forrest, talking about the various film versions of “Frankenstein” and “Dracula.”Dawn gave me 4.5 films to revisit: The 1931 version of Frankenstein, Frankenweenie (the feature and the short), Mary Shelley's Frankenstein, and Young Frankenstein.Meanwhile, Brian assigned me the original Nosferatu, the 1931 Dracula, Abbott & Costello Meet Frankenstein, Horror of Dracula, Dracula in Istanbul and Bram Stoker's Dracula. LINKSDawn's podcast (HILF): http://dawnbrodey.com/ - showsBrian's Blog and Vlog, Toothpickings: https://toothpickings.medium.com/ A Free Film Book for You: https://dl.bookfunnel.com/cq23xyyt12Another Free Film Book: https://dl.bookfunnel.com/x3jn3emga6Frankenstein (1931) Trailer: https://youtu.be/BN8K-4osNb0Frankenweenie Trailer: https://youtu.be/29vIJQohUWEMary Shelley's Frankenstein (Trailer): https://youtu.be/GFaY7r73BIsYoung Frankenstein (Trailer): https://youtu.be/mOPTriLG5cUNosferatu (Complete Film): https://youtu.be/dCT1YUtNOA8Dracula (1931) Trailer: https://youtu.be/VoaMw91MC9kAbbott & Costello Meet Frankenstein (Trailer): https://youtu.be/j6l8auIACycHorror of Dracula (Trailer): https://youtu.be/ZTbY0BgIRMkBram Stoker's Dracula (Trailer): https://youtu.be/fgFPIh5mvNcDracula In Istanbul: https://youtu.be/G7tAWcm3EX0Fast, Cheap Film Website: https://www.fastcheapfilm.com/Eli Marks Website: https://www.elimarksmysteries.com/Albert's Bridge Books Website: https://www.albertsbridgebooks.com/YouTube Channel: https://www.youtube.com/c/BehindthePageTheEliMarksPodcastDawn and Brian TRANSCRIPT John: [00:00:00] Before we dive into the assignment you gave me—which was to watch stuff I hadn't seen and also rewatch stuff I had seen to get a better idea of who's done a good job of adapting these books—let's just jump in and talk a little bit about your area of expertise and why you have it. So, I'm going to start with you, Brian. I was very surprised after working with you a while to find out that you had a whole vampire subset in your life. Brian: A problem, you can call it a problem. It's fine. John: Okay. What is the problem and where did it come from? Brian: I was just vaguely interested in vampires for a while. When I was in my screenwriting days, someone had encouraged me to do a feature length comedy about vampires, and that led me to do a lot of reading. And then I just kind of put it aside for a while. And then I was, I had just finished a documentary for Committee Films and they said, do you have any other pitches? And I thought, and I said, you know, there's still people who believe in vampires even today, that could be really interesting. And I put together a pitch package. Then, the guy in charge of development said, [00:01:00]this is what we need to be doing. And then it stalled out. Nothing ever happened with it. And I said, what the hell. I could do this on my own. I could fly around and interview these people. And I did, I spent a couple years interviewing academics and some writers. And along the way, I started finding all these very intriguing moments in the history of either vampire lore or fiction or even just people who consider themselves vampires today. And all these things would connect to each other. It was a lattice work of vampires going back hundreds of years. It didn't fit the documentary, unfortunately, but I found it way too interesting. And I said, I need some kind of outlet for this. And so I started writing about it on Tooth Pickings. And that eventually put me in touch with people who were more scholarly, and it opened up a lot more conversations. And now I can't get out. I'm trapped. John: Well, the first sign is recognizing there's a problem. [00:02:00] Okay. Now, Dawn, you had a different entryway into Frankenstein. Dawn: Yeah, well, I was a theater major and a history minor at the University of Minnesota. Go Gophers. And, this was in the late nineties, early two thousands, when there were still a lot of jobs for people who had degrees and things like this. Or at least there was a theory that this was a reasonable thing to get educated in. And then I graduated in 2001, which was months after 9/11, when all those jobs went away. And so, I had this education so specific and what was I gonna do? And gratefully the Twin Cities is a great place for finding that kind of stuff. And one of my very first jobs out of college was at the Bakkan museum. So, the Bakkan museum was founded by Earl Bakkan, who is the inventor of the battery-operated pacemaker. And he has always, since childhood, been obsessed with the Frankenstein movie that came out in 1931. And he attributes [00:03:00]his great scientific invention and many others to a science fiction in general. And to the spark of the idea that comes from sources like this. So, when he opened the museum, he insisted that there'd be a grand Frankenstein exhibit. And that means going back to the book, and that meant going back to the author, Mary Shelley, who wrote the novel Frankenstein, she started writing it when she was 16.And so, I was hired because—boom, look at me—my degree is suddenly colliding, right? So, I was hired by the Bakkan museum to create a one-woman show about the life of Mary Shelley, where I would play Mary Shelley and would perform it within the museum and elsewhere. And through the course of that research, I read the novel for the second time, but then I read it for my third, fourth, fifth onwards and upwards. Because the show was about 45 minutes long, I referenced, you know, the novel, the books, the popular culture, the science behind it. And the deep dive just never stopped. And so long after I was required to do the research and the show was done and up, I just kept reading. [00:04:00] And it gave me the opportunity to meet experts in this field and the peripheral field, as I would sort of travel with this show and be an ambassador for the museum and stuff like that. And, yeah, it still curls my toes. John: All right, so with that background. I'm going to just be honest right here and say, I've read Dracula once, I've read Frankenstein once. So that's where I'm coming from, and both a while ago. I remember Frankenstein was a little tougher to get through. Dracula had a bit more of an adventure feel to it, but something I don't think has really been captured particularly well in all the movies. But they both have lasted and lasted and lasted.Why do you think those books are still, those ideas are still as popular today? Dawn: I will say that I think Frankenstein, it depends on what you mean by the idea. Because on the surface, just the idea of bringing the dead to life, is, I mean, the Walking Dead franchise is right now one of the most popular franchises. I mean, I think we are really pivot on this idea. And I remember saying to a friend once that the part in [00:05:00]Revelation where the dead rise is like the only part of the Bible that I don't question. It's like, oh, the dead will get up. You know, we always just seem to be real sure that at some damned point, they're getting up. And so I think that that is part of why that it sticks in our brains. But then the story around Frankenstein—especially as it was written in 1818—has so many universal and timeless themes, like ambition and what is right and wrong. And the question that Jurassic Park posed in 1995 and continues to—1993 around there—and continues to pose, which is: just because science is capable of doing something, should it do something? And how do we define progress? Surely the very idea of being able to beat death and not die seems to be kind of the ultimate goal. And here is someone saying, okay, so let's just say, yeah. We beat death and everyone goes, oh shit, that'd be terrible. [00:06:00] You know? And then also, I always love the idea of the creature, the monster, Frankenstein's creature himself, who has a lot of characteristics with which people have identified throughout history. Some people say, for example, that Mary Shelley's whole purpose for writing Frankenstein was a question of: didn't God do this to us, make us these ugly creatures that are imperfect and bumbling around and horrifying? And then once he realized that we weren't perfect, he fled from us in fear or fled. He just keeps going and every generation has a new media that tells the story a little bit better, a little bit different, and yeah, there we are. John: I will say that for me, the most memorable part of the book was the section where the monster is the narrator and is learning. And I think with the exception of Kenneth Branagh's film, it it's something that isn't really touched on that much. There's a little bit in Bride of Frankenstein, of him going around and learning stuff. But the sort of moral questions that he [00:07:00] raises as he's learning—what it is to be human—are very interesting in the book. And I wish they were in more of the movies, but they're not. So, Brian on Dracula, again, we have dead coming to life. Why do we love that so much? Brian: Well, it's one of the questions that made me want to make a film about it myself: why has the vampire been so fascinating for hundreds of years? Why does it keep coming back? You know, it ebbs and flows in popularity, but it never leaves. And it keeps seeming to have Renaissance after Renaissance. Dracula specifically, I think one of the interesting things about that novel is how many different lenses you can look at it through and not be wrong.People have looked at it through the lens of, is this thing an imperialist story? Is it an anti-imperialist story? Is it a feminist story? Is it an anti-feminist story? And you can find support for any of those views reading Dracula. And I think that some of it might be accidental; there's times where Dracula is catching up to whatever the cultural zeitgeist [00:08:00] is right now. And we look at Dracula and we say, oh, he was thinking about this back then. Or maybe Bram Stoker was just very confused and he had a lot of different ideas. John: All right, let's explore that a little deeper. You each gave me an assignment of some movies to watch or to re-watch that you felt were worth talking about, in relation to your subject of Frankenstein or Dracula. I'm going to start with Frankenweenie, just because I had not seen it. And in going through it, I was reminded—of course, as one would be—of watching Frankenweenie, I was reminded of Love, Actually. Because I came to the realization after years of Love, Actually being around that it—Love, Actually—is not a romantic comedy. It is all romantic comedies, all put into one movie. And Frankenweenie is all horror films. Condensed, beautifully and cleverly into one very tasty souffle. [Frankenweenie Soundbite] John: I stopped at a certain point making note of the references to other horror films. Just because there are so many of them. But the idea that it references everything from Bride of Frankenstein to Gremlins. They do a rat transformation that's right out of American Werewolf in London. The fact that they have a science teacher played by Martin Landau doing the voice he did as Bela [00:10:00] Lugosi in Ed Wood. I mean, it's a really good story that they just layered and layered and layered and layered. What was it about that movie that so captivated you? Dawn: Well, so much of what you just said. And also it seems to me the epitome of the accessibility of the story of Frankenstein. The idea that if anyone can think of any moment in which if I could bring someone back to life. But what I love about it too, is that the novel Frankenstein that is not Victor Frankenstein's motivation. It generally tends to be the motivation of almost every character, including the Kenneth Branagh character--at some point, he, when Elizabeth dies, his wife dies for the second time, he says, yes, I'm going to try to bring her back. But it is so not the motivation of the scientist in the book. It is just ambition. He just wants to do something no one else has done. And lots of people die around him and he really never, ever says to himself at any point in the novel, I wish I could bring them back, I'm going to bring them back. That's never, that's never part of it. He just wants to be impressive. And so, I love [00:11:00] that it starts with that pure motivation of wanting to bring the dead to life; just wanting to bring your dog back, so that it's so accessible for everyone watching it. Who wouldn't wanna try this? But then, even in that scene with the teacher, when he shows the frog. And he's demonstrating that if you touch a dead frog with electricity, its legs shoot up, which give the kid the first idea of bringing his dog back. Which is like a deep cut in, in the sense that that's nothing -- Mary Shelley herself and her friends were watching experiments exactly like that before she wrote the book: galvanism and animal magnetism were these really popular public demonstrations happening in London and elsewhere where they would do just that. But because electricity itself was so new, I mean, it blew people's hair back you know, that these dead frogs were flopping around. It was the craziest thing. And a lot of them were thinking to themselves, surely it is only a matter of time before we can, we're gonna have our dead walking around all the time. So, it was so circulating and so forward. [00:12:00] So it's not just movie references and it's not just Frankenstein references. That movie really includes source deep source references for how Frankenstein came to be. And I just love it. John: Which brings me to Frankenstein, the 1931 version, in which Colin Clive has a similar point of view to what you were talking about from the book. He just wants, you know, he wants to be God. [Frankenstein soundbite] John: What I was most impressed with about that movie or a couple things was: it starts, it's like, boom. We're in it. First scene. There there's no preamble. There's no going to college. There's no talking about it, right? It's like, they're starting in the middle of act two. And I think a lot of what we think of when it comes to Frankenstein comes from that movie, [00:13:00] that the stuff that James Whale and his cinematographer came up with and the way they made things look, and that's sort of what people think of when they think of Frankenstein. Now, as you look back on that movie, what are your thoughts on the, what we'll call the original Frankenstein? Dawn: Yeah. Well, I love it. You'll find with me and Frankenstein that I'm not a purist. Like I love everything. Like I have no boundaries. I think this is great. One of the things that 1931 movie did was answer—because it had to, anytime you take a novel and make it a movie, you take a literary medium and make it a visual medium, there's obviously going to be things that you just have to interpret that the author left for you to make for yourself individual. And in this instance, that individual is the cinematographer. So, we're gonna get their take on this. And one of the real ambiguous things that Mary Shelley leaves for you in the novel is the spark of life. What is the spark of life? She does not in any [00:14:00]detail describe lightning or static or any of the recognizable or, or future developments of how electricity would've been. Brian: I was shocked when I first read that book and saw how little space was devoted to that, that lab scene. It's blink of an eye and it's over. Dawn: “I gathered the instruments of life around me that I may infuse a spark of being into the lifeless thing that lay at my.” Period. I just, what I love is what I love about film in general is that they went, oh, spark being all right, girl, it's a dark and stormy night and you know, and there's chains and there's bubblers and there's a thing. And the sky opens. I mean, God bless you, like way to just take that thought. Make it vivid, make it, build a set, make us believe it. And it's so, so pervasive that in Frankenweinie, you know, which of course is about Frankensein. [00:15:00] Like that is one that they do: he's got the white robe that ties in the back and the gloves. And in Young Frankenstein, it's the, you know, that lab scene. And so I love that. And the other thing that they had to do was describe the look of the creature, make the creature—Frankenstein's monster himself—look so like something. Because she, similarly in the novel, says that he is taller than a regular man, has dark hair and yellow watery eyes. That's all we know about what the Frankenstein looks like. And so, in 1931, Boris Karloff with the bolts. And it's black and white, remember, we don't think his skin is green. That he turned green at some point is kind of exciting, but of course he was just gray, but just dead flesh, you know, rotten, dead walking flesh is what's frightening. And, I just thought that the movie did that so well, John: I think the makeup was kind of a green/gray, and that when color photos came out of it, that's why someone went, oh, [00:16:00] it's green, but it wasn't green. Brian: I thought I saw a museum piece of, you know, an actual makeup bit that Jack Pierce did and I thought it was greenish. Dawn: Yeah. Greenish/gray. I think, yeah, the rots, just kind of trying to capture the sort of rotten flesh. Brian: It's just like the bride's hair was red. Dawn: That's right. That's right. My day job here in Los Angeles is as a street improviser at Universal Studios, Hollywood. And two of their most treasured characters of course are Frankenstein and Dracula. So, while most people might separate them, John, they are usually arm and arm where I work every day. And the bride has recently come back to the theme park as a walking character, and they gave her red hair. We don't mess around. John: That's excellent. But you mentioned Dracula, let's jump into the 1931 Dracula. There's a connection point between the two that I want to mention, which is the amazing Dwight Frye, who is Fritz, I believe in Frankenstein. And I'm not the first one to mention his naturalistic [00:17:00] acting kind of putting him above everybody else in that movie. Famously, when he's running up the stairs, stopping to pull his socks up at one point. He's just really, really good in that. And then you see him in Dracula as the, essentially the Harker character. I think he was called Harker -- Brian: Yeah. Well, he's Renfield in Dracula. They merged those two characters. I thought it was a smart move for a first attempt at the film. Yeah. And Dwight Frye, he's in a lot of other Universal horrors, too. Dwight Frye often doesn't get the credit. He somehow was not the leading man he should have been. John: I don't know why that is. He turns up again as an assistant in Bride of Frankenstein. He's a towns person in Frankenstein meets the Wolfman. And then he tragically died on a bus ride to an auto parts job that he took because he wasn't getting any acting work, which was too bad. A really, really good actor. Brian: There is another intersection besides the fact that they were both produced by Junior. Lugosi was put into the [00:18:00] short, the trial film they shot for Frankenstein. I can't call it a short film, because it was never intended for release. But they shot a cinematic test reel and they had Lugosi play the monster, but he was under a sheet the whole time. I think he may have been able to pull the sheet off. It's a lost film. We don't know for sure. We just have kind of the recollections of a few crew people. John: I've never heard of that. I would love to see that. Brian: I would too. I think a lot of people would really love to see it, but it was as much a kind of a testing ground for Lugosi— whether they wanted him to be the monster—as it was for some of the techniques, the things they wanted to try in the film. And what I understand is the producer saw the test reel and they said, yes, we love this look, this is the look we want you to give us. And then it's whatever version of Lugosi not getting that part you want to believe: whether Lugosi turned it down or the producers didn't like him or something. But he ended up not taking that part. John: But he is of course always known as Dracula. So, what are your thoughts on their adaptation? Which [00:19:00]again is not the first adaptation but is the kind of first official? Brian: Yeah. The first to bear the name Dracula, although, well, I'll back up a second. Because some releases of Nosferatu called it Dracula. He would be named as Dracula in the subtitles, you know, because that's an easy thing to do in silent film, you can just swap that out however you want to. But yes, it's the first authorized official film adaptation. John: Well, let's back up to Nosferatu, just for a second. Am I wrong in remembering that the Bram Stoker estate—Mrs. Stoker—sued Nosferatu and asked that all prints be destroyed? And they were except one print remained somewhere? Brian: Close. That is the popular story that she sued Prana Films. She won the lawsuit. All films were set to be destroyed. Now there's a guy named Locke Heiss and a few others who've been doing some research on this. And they will tell you that there's no proof that a single print was ever destroyed. It's a more fun story to say that, you know, this one was snuck away and now we have the film. But there was no real enforcement mechanism for having all the theaters [00:20:00]destroy the film. Who was going to go around and check and see if they actually destroyed this film or not? Nobody, right? So maybe some people destroyed it. Maybe Prana Films destroyed their remaining copies. But the exhibitors kept all of theirs and there's different versions and different cuts that have been found. So, we know that some of these reels went out in different formats or with different subtitles or even different edits. And some of them have made their way back to us. John: There's some really iconic striking imagery in that movie. That haunts me still. Brian: What I always tell people is see the film with a good live accompaniment, because that still makes it hold up as a scary film. If you see a good orchestra playing something really intense when Orlok comes through that door. It feels scary. You can feel yourself being teleported back to 1922 and being one of those audience people seeing that and being struck by it. John: What do you think it would be like to have [00:21:00] seen that or Dawn to have seen the original Frankenstein? I can't really imagine, given all that we've seen in our lives. If you put yourself back into 1931, and Boris Karloff walks backwards into the lab. I would just love to know what that felt like the first time. Dawn: You know, what is so great is I was fortunate enough to know Earl Bakkan who saw the movie in the theater in Columbia Heights, Minnesota when he was 10 years old.And he went, he had to sneak in. People would run outta this, out of the theater, screaming. I mean, when they would do the close up of Frankenstein's Monster's face, you know, women would faint. And of course that was publicized and much circulated, but it was also true. People were freaking out. And for Earl Bakkan—this young kid—the fear was overwhelming, as you said. And also in this theater, I was lucky enough, I did my show in that theater for Earl and his friends on his 81st birthday. So, I got to hear a [00:22:00] lot of these stories. And they played the organ in the front of the curtain. Brian: Is this the Heights theater? Dawn: Yes, the Heights. Brian: Oh, that's an amazing space. Dawn: So, they played the organ in there and it was like, oh my God. And it was so overwhelming. So, I'm glad you asked that question because I was really fortunate to have a moment to be able to sort of immerse myself in that question: What would it have been like to be in this theater? And it was moving and it was scary, man. And yeah, to your point, Brian, the music and the score. I mean, it was overwhelming. Also, I think there's something that we still benefit from today, which is when people tell you going in this might be way too much for you, this might scare you to death. So just be super, super careful. And your heart's already, you know… John: And it does have that warning right at the beginning. Dawn: Yeah. Versus now when people sit you down, they're like, I'm not gonna be scared by this black and white movie from 1931. And then you find yourself shuffling out of the bathroom at top speed in the middle of the night. And you're like, well, look at that. It got me. Brian: That reminds me, there [00:23:00] was a deleted scene from the 1931 Dracula that was a holdover from the stage play. Van Helsing comes out and he breaks the fourth wall and he speaks directly to the audience. And he says something to the effect of—I'm very much paraphrasing—about how we hope you haven't been too frightened by what you've seen tonight, but just remember these things are real. And then black out. And they cut that because they were afraid that they were really going to freak out their audience. Dawn: It's like a war of the world's thing, man. It's oh, that's so great. I love that. [Dracula Soundbite] John: So, Brian, what is your assessment of the 1931 version? As a movie itself and as an adaptation of Stoker's work? Brian: The things they had to do to try to adapt it to film, which they borrowed a lot of that from the stage play. They used the stage play as their guide point, and I think they made the best choices they could have been expected to make. You know, there's a lot of things that get lost and that's unfortunate, but I think they did a decent job. I don't find the 1931 version scary. I like Bela Lugosi. I think he's a great Dracula. I think he set the standard. With the possible [00:25:00]exception of the scene where the brides are stalking Harker slash Renfield, I don't think the imagery is particularly frightening. The Spanish version, I think does a little bit better job. And you know the story with the Spanish version and the English version? Dawn: We actually talk about it on the back lot tour of Universal Studios. Because they shot on the same sets in some cases. Brian: Yeah. My understanding is that Dracula shot during the day, Spanish Dracula would shoot at night. So, they got to benefit maybe a little bit by seeing, okay, how is this gonna be shot? How did Todd Browning do it? Okay. We're gonna do it a little bit differently. It's a little bit of a cheat to say they move the camera. They do move the camera a lot more in the Spanish version, but the performances are a little bit different. I'm going to, I can't get her name out. The actress who plays the ingenue in the Spanish Dracula, I'm not going to try it, but you can see her kind of getting more and more crazed as time goes on and her head is more infected by Dracula. You see these push-ins that you don't see in the English version. There's blocking [00:26:00] that's different. I put together a short course where I was just talking about how they blocked the staircases scene. The welcome to my house, the walking through spider web. And how it's blocked very differently in the two versions. And what does that say? What are these two directors communicating differently to us? In one, Harker slash Renfield is next to Dracula. In one, he's trailing behind him. In one, we cut away from the spider web before he goes through. And in the other one, we see him wrestle with it. That's not really what you asked, John. Sorry, I got off on a tear there. John: I agree with you on all points on the differences between the two films. Although I do think that all the Transylvania stuff in the English version is terrific: With the coach and the brides. The Spanish version, the biggest problem I have is that their Dracula looks ridiculous. Brian: He's not Bela Lugosi. You're right. John: He looks like Steve Carell doing Dracula and there is no moment, literally no moment [00:27:00] where he is scary, whereas Lugosi is able to pull that off. Brian: There's a lot of people who have observed that the Spanish Dracula would be a superior film were it not for Bela Lugosi being such an amazing Dracula in the English version. John: He really, really nailed it. Brian: And since he learned his lines phonetically, he could have done the Spanish Dracula. Just write it out for him phonetically, because he didn't speak English very well. John: If we could just go back, you know, cause a lot of things in history we could change, but if we could just be at that meeting and go, Hey, why not have Bela do it? Okay. So then let's jump ahead, still in Dracula form, to Horror of Dracula. From 1958. With Christopher Lee as Dracula and Peter Cushing as Van Helsing. [Soundbite from Horror of Dracula] Brian: For some people, Lee is the ultimate Dracula, and I think that's a generational thing. I think he's great. He's got the stage presence and I love Peter Cushing as Van Helsing. I don't like the film as a whole. It feels like I'm watching a play with a camera set back. It doesn't work for me the way it works for other people. That is personal taste. Don't come after me. John: It does, however, have one of the greatest, ‘Hey, we're gonna kill Dracula' scenes ever, with Peter Cushing running down the table and jumping up and pulling down the drapes and the sun. Brian: Oh, right. Interesting. Because in Dracula, the book, the sun is not deadly, remotely really. But that's [00:29:00]the influence of Nosferatu being pasted onto the Dracula cannon, that the sunlight is deadly to Dracula. Dawn: I remember having this fight very enthusiastically in the nineties when Bram Stoker's/Winona Ryder's Dracula came out and I was already sort of a literary nerd. And they were like, hey, they have a scene with him walking around during the day. And I was like, yeah, nerds. That's right. That's cuz vampires can walk around during the day.I was very already, like, you don't know anything, go back to history. Brian: And there's a seventies version where he's out on a cloudy day, but he is not hurt either. There suggestions in the book that he's more powerful at night. Dawn: He's a creature of the night. I always understood he had to wear sunglasses. He was sort of like a wolf. Like they show him as a wolf during the day; it can happen, but it's not great. Brian: I like the way they did it in the Gary Oldman version. He's suited up. He's got the sunglasses on. There's not a whole lot of skin exposed. But he's not [00:30:00] going to turn into smoke. John: Well, okay. Let's talk about that version and Kenneth Branagh's version of Frankenstein. Dawn: Ug. John: I'm not going to spoil anything here, when I say it doesn't sound like Dawn cared it. Dawn: You open this, you opened this can of worms. John, sit down for a second. Listen. He calls it: Mary Shelly's fucking Frankenstein. I inserted the fucking. I'm sorry, I wasn't supposed to say that. He calls it. He calls it. How dare you, Kenneth, Brannagh, call this Mary Shelley's Frankenstein. So that was A-number one. But I went into it all excited: It's Kenneth Brannagh. Love him. He calls it Mary Shelley's Frankenstein and he starts with the ship captain out at sea, just like the book. And so I pull up my little, you know, security blanket and I'm like, oh, Kenneth Brannagh, do this to me, buddy. Do it to me buddy. Show me Mary Shelley Frankenstein as a movie. [00:31:00] And then he just fucks it up, John. And he doesn't actually do that at all. It's a total lie. He screws up every monologue. He makes up motivations and then heightens them. And it's dad. The acting is capital B, capital A, capital D across the board. Everybody sucks in this movie. It looks bad. The direction is bad, and it has nothing to do. He tries to bring Elizabeth back to life. This is a huge departure from Mary Shelley's Frankenstein. Thank you very much, Mr. Brannagh, that's all I have to say for now. John: All right, I was fooled by the fact that he started at, at the north pole. Dawn: That's because he's tricking us, John. That's because it's the whole movie is a lie. John: Okay with that same mindset, what do we think of Bram Stoker's Dracula by Francis Ford Coppola? Dawn: I love that one. Brian: I'm afraid that I don't have, I can't match Dawn's intensity in either respect. Um, except I thought Robert DeNiro [00:32:00] was really good in Frankenstein. Dawn: But that's no, he's not. you're wrong. Your opinion is valid and wrong. Yeah, I'm kidding for listeners who don't know me. I am, I am kidding. Of course. Everybody's opinion is valid except for that one. Yeah. The movie, everything about that movie is bad. John: He is, I think, miscast. Dawn: And Helen Bonan Carter is one of the finest actresses of not just our generation, but of all time. And she sucks in this movie. John: Right. So. Bram Stoker's Dracula. Brian: Bram Stoker's Dracula. [Soundbite: Bram Stoker's Dracula] Brian: Also produced by Branagh. And I assume that is the connection, why they both start with the author's name. I always call it Coppola's Dracula because it gets too confusing to make that distinction. I thought it was a decent movie, but it didn't feel like Dracula. It felt like someone who had heard of Dracula and wrote a good script based on what they had heard. So many divergences that bothered me, although I think it's aged better than it felt the first time. I remember seeing it when it first came out in the nineties and not thinking much of it. And I think audiences agreed with me and it seems like it's been kinder, that audiences have been kinder to it as it's gotten older. John: Okay. Dawn, you love it. Dawn: I loved it. I loved it. It, you know what though? That was one of [00:34:00] those movies that unlike, unlike Mary Shelley's Frankenstein, I can't look at with like an adult critical eye because I, what year did it come out? Was it like 90, 92? I'm like middle school getting into high school and like Winona Ryder was everything. Vampires are everything. I mean, Gary Oldman is the, is a great actor and it's so sexy, very sexy. The sex is Primo. And so I remember loving it, very moving. I don't remember comparing it as certainly not as viciously to the novel because I read Dracula after I had seen the movie. And so there's always that inherent casting where Nina is always going to be Winona Ryder. But I do remember really loving the Gothic convention of the letter and that the movie did seem to utilize and to great effect how letter writing can build suspense and give us different perspectives in a, in a unique cinematic way. Brian: [00:35:00] The two or three biggest stakes that film puts in the ground are not to be found in the book. So there's no love story in the book. There's no Vlad in the book. John: Can I interject there? Isn't that basically, didn't they just rip that off of Dark Shadows, The idea of my long lost love is reincarnated in this woman. I must connect with her. Brian: That is a good question, John. I'm glad you asked that because I call it the doppelganger love interest. Right? We first see that, the first time I know of it happening, I'm sure there's an earlier precedent, is in The Mummy, but then Dark Shadows does it. But that's not where Stoker, I mean, that's not where Coppola and a screenwriter claimed to have gotten the idea. They claimed to have gotten it from Dan Curtis's Dracula in 74. John: Dan Curtis, who produced Dark Shadows, with Barnabas Collins, falling in love with his reincarnated love. Brian: But Dan Curtis's Dracula comes out two years after Blacula. That has a reincarnated love interest. John: Not only does the Blaclua [00:36:00] have a reincarnated love interest, but if I'm remembering movie correctly at the end, when she says I don't want to go with you. He goes, okay. And he's ready to go home. It's like, sorry to bother you. Brian: No, uh, in Blacula, he commits suicide John: Oh, that's it? Yeah. He walks out into the sun. Brian: He goes home in a different way. John: Yes. He's one of my favorite Draculas, the very stately William Marshall. Brian: Yeah, absolutely. That is a favorite of mine. John: Anyway, you were saying stakes in the ground from Coppola's Dracula. Brian: Well, the, the love story, the equating Dracula with Vlad the Impaler. And I felt like they did Lucy really bad in that movie. They had her turn into a wanton harlot, which is not in keeping with the book. Some things are okay, but they really said these are the building blocks of our story and that bugged me. But Anthony Hopkins I liked, so, all right. Dawn: Alright, but see, this [00:37:00] the itch that still that still makes me wanna scratch though: why say Bram Stoker's Dracula? Why say Mary Shelley's Frankenstein? I mean, because I think you heard the venom, obviously. If they took Mary Shelley's name off that thing, you can make Frankenweenie. And I will love, like, I love Frankenweenie. Do your Frankenstein homage all day, all the time. But when you call, when you say it's Bram Stoker's, I think that this is what has been frustrating historians like me and getting high school students Ds in English class ever since. Because it just creates the false perception that you've basically read the book. Right. Or that you, if you know the thing you know the book and it's just a cheap ploy. And I don't like it. Brian: I think, somebody correct me on this, that there, there had been a plan to do a reboot of the Universal monster franchise, and these two movies were supposed to be the reboot of it. [00:38:00] And then they would've then done HG Wells' Invisible Man. John: The Mummy killed it. They've tried to reboot it several times. And that was the first attempt. Brian: Yeah, I've heard that called the dark universe. They were trying to do their own MCU. Dawn: Yeah. Well, at Universal Studios, there is of course in, in LA, in general, there's the property wars, you know? What what's, who has what? And sometimes those get really blurred. Like why does Universal Studios have Harry Potter? When we can see Warner Brothers from the top of our wall/ And that's obviously, you know, those things happen. But when it comes to like the IP or intellectual property, those original monsters are so valuable and they always are at Halloween. And then it's like, sort of, how can we capitalize on this? And yeah. And it's cross generational. Brian: All they really own right now is the look right? They own Jack Pierce's makeup job from Frankenstein. Dawn: But I think that that's exactly the point; [00:39:00] the delusion of what is it that you own if you own, you know, Frankenstein, whatever. But yes, there was definitely an interest to sort of revamp all of the original Universal Monsters they call them and it's the Mummy, Frankenstein, Dracula, and the Invisible Man. John: It's everybody who shows up in Mad Monster Party. Dawn: Exactly. [Soundbite: Mad Monster Party] Dawn: But yeah, The Mummy, starring Tom Cruise, was a tremendous flop. And I think that sort of took the wind out of everybody's sails. John: Let me ask you this, Dawn. If Mel Brooks had titled his movie, Mary Shelley's Young Frankenstein, instead of Mel Brooks' Young Frankenstein, would you have a problem with that? Dawn: Yeah, no, but no, I would not have had a problem, because that would've been irony and juxtaposition. Not just a straight lie. John: So that brings us to some comedies. Young Frankenstein and Abbott and Costello meet Frankenstein, which I was very surprised and a little unnerved to [00:40:00] realize a few years back, Abbott and Costello meet Frankenstein was made a mere 10 years before I was born. And I had always assumed it was way back then. And it's like, no, it wasn't all that way back then. It was pretty, pretty recently. Brian: That happened to me when I realized that Woodstock was only six years before my birth. And it always seemed like ancient history. John: Is that the common thing, Madame Historian? That people kind of forget how recent things were? Dawn: Oh yeah. Remember Roe V. Wade. Sorry, too soon. Brian: We're recording this on that day. Dawn: Yeah, absolutely. I think that it happens to everybody so much faster than you think it's going to. I remember looking around in the nineties feeling, well, surely the seventies was ancient history, you know, because they had That Seventies Show, which debuted as like a period piece. I am still very young and hip and happening and [00:41:00] they are in production for That Nineties Show right now. And I said to my husband, That Nineties Show. I was like, Jesus, I guess that's 20 years because I was in the nineties they did That Seventies Show. And he goes, no baby that's 30 years. And I was like, I'm sorry. I said, I'm sorry, what? He goes, the nineties was 30 years ago. And I just had to sit down and put my bunion corrector back on because these feet are killing me. John: All right. Well, let's just talk about these two comedies and then there's a couple other things I wanna quickly hit on. What are our thoughts on, let's start with Young Frankenstein? [Soundbite: Young Frankenstein] Dawn: I told you I'm not an idealist and we're not a purist about Frankenstein, but I am an enthusiast. So that is why I told you to watch Kenneth Branagh's movie, even though I hate it so much. And that is also why I love Young Frankenstein, because I think that it is often what brings people into the story. For many, many people, it introduces them to the creature. They may know literally nothing about Frankenstein except for Young Frankenstein. And that's actually fine with me because I'm a comedian myself. And I believe that parody is high honor. And often when you parody and satirize something, especially when you do it well, it's because you went to the heart of it. Because you got right in there into the nuggets and the creases of it. And there is something about Young [00:43:00] Frankenstein as ridiculous as it is that has some of that wildness and the hilarity and The Putting on the Ritz. I did find out from my Universal Studios movie history stuff, that that scene was very nearly cut out. Mel Brooks did not like it. And he just didn't like that they were doing it. And of course it's the one, I feel like I'm not the only one who still has to make sure that my beverage is not only out of my esophagus, but like aside, when they start doing it. [Soundbite: Young Frankenstein] Brian: And I understand they were about to throw away the sets from the 1931 Frankenstein when Mel Brooks or his production designer came up and said, Stop stop. We want to use these and they were able to get the original sets or at least the set pieces. John: I believe what it [00:44:00] was, was they got Kenneth Strickfaden's original machines. Ken Strickfaden created all that stuff for the 1931 version and had been used on and off, you know, through all the Frankenstein films. And it was all sitting in his garage and the production designer, Dale Hennessy went out to look at it because they were thinking they had to recreate it. And he said, I think it still works. And they plugged them in and they all still worked. Brian: Oh, wow. Dawn: Oh man. It's alive. John: Those are the original machines. Dawn: I didn't know that. That's fantastic. John: At the time when I was a young kid, I was one of the few kids in my neighborhood who knew the name Kenneth Strickfaden, which opened doors for me. Let me tell you when people find out, oh, you know of the guy who designed and built all those? Oh, yes. Oh, yes. I know all that. One of my favorite stories from Young Frankenstein is when they sold the script. I forget which studio had said yes. And as they were walking out of the meeting, Mel Brooks turned back and said, oh, by the way, it's gonna be in black and white, and kept going. And they followed him down the hall and said, no, it can't be in black and white. And he said, no, it's not gonna work unless it's in [00:45:00] black and white. And they said, well, we're not gonna do it. And they had a deal, they were ready to go. And he said, no, it's gonna stay black and white. And he called up Alan Ladd Jr. that night, who was a friend of his, and said, they won't do it. And he said, I'll do it. And so it ended up going, I think, to Fox, who was more than happy to, to spend the money on that. And even though Mel didn't like Putting on the Ritz, it's weird, because he has almost always had musical numbers in his films. Virtually every movie he's done, he's either written a song for it, or there's a song in it. So, it's weird to me. I've heard Gene Wilder on YouTube talk about no, no, he didn't want that scene at all, which is so odd because it seems so-- Brian: I never thought about that, but you're right. I'm going in my head through all the Mel Brooks films I can remember. And there is at least a short musical interlude in all of them that I can think of. John: But let's talk then about what's considered one of the best mixes of horror and comedy, Abbott and Costello Meet Frankenstein [00:46:00] [Soundbite: Abbott & Costello Meet Frankenstein] Brian: As with comedies of that age, it, it starts off slow, but then it starts to get very funny as time goes on. And all the comedy is because of Abbot and Costello. They are the, [00:47:00] the chemistry they have on screen. I don't know how much of that was actually scripted and how much of it was just how they rolled with each other. But it works really well. Not much of the comedy is provided by the monsters or the supporting cast or even there's maybe a cute, a few sight gags. But wouldn't you say most of the comedy is just the dynamics between them? John: It is. The scary stuff is scary and it's balanced beautifully at the end where they're being chased through the castle. The monsters stayed pretty focused on being monsters and Abbot and Costello's reactions are what's funny. Dawn: If I may, as someone who has already admitted I haven't seen much of the movie, it's feels to me like it may be something like Shaun of the Dead, in the sense that you get genuinely scared if zombie movies scare, then you'll have that same adrenaline rush and the monsters stay scary. They don't have to get silly. Or be a part of the comedy for your two very opposing one's skinny, one's fat, you know, and the way that their friendship is both aligning and [00:48:00]coinciding is the humor. Brian: I believe there is one brief shot in there where you get to see Dracula, Frankenstein's monster and the Wolfman all in the same shot. And I think that might be the only time that ever happens in the Universal Franchise. During the lab scene, does that sound right John? John: I think you really only have Dracula and the Wolfman. I'll have to look it up because the monster is over on another table-- Brian: Isn't he underneath the blanket? John: Nope, that's Lou Costello, because it's his brain that they want. And so they're fighting over that table. And then just a little, I have nothing but stupid fun facts. There's a point in it, in that scene where the monster gets off the table and picks up someone and throws them through a window. And Glenn Strange, who was playing the monster at that point -- and who is one of my favorite portrayers of the monster, oddly enough -- had broken his ankle, I believe. And so Lon, Chaney, Jr. put the makeup on and did that one stunt for him, cuz he was there. Brian: He did that as Frankenstein's monster? John: Yes. Frankenstein. Brian: I didn't know that. Yes, I [00:49:00] did not know that. So he plays both of those roles in that movie? John: Yes. Let me just take a moment to defend Glenn Strange, who played the monster three times: House of Dracula, House of Frankenstein, and Abbott and Costello Meet Frankenstein. In House of Frankenstein, he is following up the film before that, which was Frankenstein Meets the Wolfman, in which, in this very convoluted universe, Lugosi is playing the monster, even though he didn't wanna do it in 31. Because his brain in Ghost of Frankenstein had been put into the Monster's body. So, in Frankenstein Meets the Wolfman, it is Lugosi as the Frankenstein monster. It is Lon Chaney Jr., who had played the monster in Ghost of Frankenstein, now back to playing Larry Talbot. So, it is Wolfman versus Frankenstein. And the premise of the script was he's got Ygor's brain and it's not connecting properly. He's gone blind. They shot that. They had tons of dialogue between the two characters of Larry Talbot pre-wolfman, and the monster, Bela Lugosi. And the executives thought it sounded silly. So they went in and they cut [00:50:00] out all of Lugosi's dialogue out of the movie. So now you have a blind monster stumbling around with his arms in front of him, but he doesn't talk. And if you look at the movie, you can see where he's supposed to be talking and they cut away quickly. And it's really convoluted. Glenn Strange who then has to play the monster next, looks at that and goes well, all right, I guess I'm still blind. I guess I'm still stumbling around with my arms in front of him. Which is the image most people have of the Frankenstein monster, which was never done by Boris in his three turns as the monster. So with, in that regard, I just think Glenn Strange did a great job of picking up what had come before him and making it work moving forward. Anyway, a couple other ones I wanna just hit on very quickly. Brian asked me to watch Dracula in Istanbul. Under the circumstances, a fairly straightforward retelling of the Dracula story. I would recommend it--it is on YouTube--for a couple of reasons. One, I believe it's the first time that Dracula has actual canine teeth. Brian: Yes. John: Which is important. But the other is there's the scene where he's talking to Harker about, I want [00:51:00] you to write three letters. And I want you to post date the letters. It's so convoluted, because he goes into explaining how the Turkish post office system works in such a way that the letters aren't gonna get there. It's just this long scene of explaining why he needs to write these three letters, and poor Harker's doing his best to keep up with that. That was the only reason I recommend it. Brian: That movie is based on a book called Kazıklı Voyvoda, which means The Warrior Prince and it was written in, I wanna say the 1920s or thirties, I wanna say thirties. It's the first book to equate Dracula and Vlad the Impaler, which I've come back to a couple times now, but that's significant because it was a Turkish book and the Turks got that right away. They immediately saw the name Dracula like, oh, we know who we're talking about. We're talking about that a-hole. It was not until the seventies, both the [00:52:00] fifties and the seventies, that Western critics and scholars started to equate the two. And then later when other scholars said, no, there, there's not really a connection there, but it's a fun story. And it's part of cannon now, so we can all play around with it. John: But that wasn't what Bram Stoker was thinking of? Is that what you're saying? Brian: No. No, he, he wasn't, he wasn't making Dracula into Vlad the Impaler. He got the name from Vlad the Impaler surely, but not the deeds. He wasn't supposed to be Vlad the Impaler brought back to life. John: All right. I'm going to ask you both to do one final thing and then we'll wrap it up for today. Although I could talk to you about monsters all day long, and the fact that I'd forgotten Dawn, that you were back on the Universal lot makes this even more perfect. If listeners are going to watch one Dracula movie and one Frankenstein movie, what do you recommend? Dawn, you go first. Dawn: They're only watching one, then it's gotta be the 1931 Frankenstein, with Boris. Karloff, of course. I think it has captured [00:53:00] the story of Frankenstein that keeps one toe sort of beautifully over the novel and the kind of original source material that I am so in love with, but also keeps the other foot firmly in a great film tradition. It is genuinely spooky and it holds so much of the imagery of any of the subsequent movies that you're only watching one, so that's the one you get. But if you do watch any more, you've got this fantastic foundation for what is this story and who is this creature? John: Got it. And Brian, for Dracula? Brian: I was tossing around in my head here, whether to recommend Nosferatu or the 1931 Dracula. And I think I'm going to have to agree with Dawn and say the 1931 for both of them, because it would help a viewer who was new to the monsters, understand where we got the archetypes we have. Now, why, when you type an emoji into your phone for Vampire, you get someone with a tuxedo in the slick back hair or, I think, is there a Frankenstein emoji? Dawn: There is, and he's green with bolts in his neck. [00:54:00] Brian: Yeah, it would. It will help you understand why we have that image permanently implanted in our heads, even though maybe that's not the source material. We now understand the origins of it. Dawn: And if I may too, there's, there's something about having the lore as founded in these movies is necessary, frankly, to almost understand what happens later. I mean, I get very frustrated in 2022, if there is a movie about vampires that takes any time at all to explain to me what a vampire is, unless you're breaking the rules of the vampire. For example, you know, like in Twilight the vampire sparkles, like a diamond when it's out in the sunshine and is the hottest thing ever. That's really great to know. I didn't know that about vampires. That wasn't necessarily true before, you know, but you don't need to take a lot of time. In fact, when you do read Dracula, one of the things for me that I found very frustrating was the suspense of what is it with this guy? They were like: He said we couldn't bring [00:55:00] garlic and they take all this time. And you're kind of as a modern reader being like, cuz he is a fucking vampire. Move on. Like we know this, we got this one. It's shorthand Brian: That's one snide thing I could say about the book is that there are times where Dracula's powers seem to be whatever his powers need to be to make this next scene creepy and move on to the next chapter. John: He was making it up as he went along. Yeah, yeah, yeah.

Brian T. Bradley, Esq. is a nationally recognized Asset Protection Attorney. He has been interviewed and a featured guest on many top shows such as: Bigger Pockets Rookie, Flipping America Podcast with Roger Blankenship the “Flipping America Guy” and member of the Forbes Magazine Real Estate Council. Brian was selected to the Best Attorney's of America's List 2020, Lawyers of Distinction List three years in a row (2018, 2019, 2020,) Super Lawyers Rising Star List 2015, nominated to America's Top 100 High Stake Litigators List, nominated to the 2017 Law Firm 500 Award. Brian also writes on high-end asset protection. Ownership of real estate has many benefits from an investment and tax standpoint. There is downside risk, however, since the value of real estate holdings may be significant and can be used to cover damages awarded in a lawsuit. Therefore, it's important to consider asset protection strategies relating to real estate holdings in order to minimize such risk. In today's episode, Brian lays out how asset protection really works from a legal standpoint and dispels some common myths that are thrown around in the industry. Episode Link: https://btblegal.com/ --- Transcript Before we jump into the episode, here's a quick disclaimer about our content. The Remote Real Estate Investor podcast is for informational purposes only, and is not intended as investment advice. The views, opinions and strategies of both the hosts and the guests are their own and should not be considered as guidance from Roofstock. Make sure to always run your own numbers, make your own independent decisions and seek investment advice from licensed professionals.   Michael: What's going on everyone? Welcome to another episode of the Remote Real Estate Investor. I'm Michael Albaum and today I'm joined by Brian Bradley, asset protection attorney and he's going to be dropping some knowledge about all the things we should be aware of as real estate investors when it comes to protecting our assets. So let's get into it.   Brian, what's going on, man? Thanks so much for taking the time to hang out with me today. I really appreciate it.   Brian: No, absolutely Michael, thanks for having me on. It's going to be an important topic, a fun topic, I'm gonna try to keep it fun and not legally dense and you know, just like I'm not anyone's, you know, Attorney here legal guru. So we're just gonna be talking generalities, right? We're gonna learn a lot in this, you know, it's gonna be a lot of fun and as you're building scale and making more money, you know, you're getting a bigger red button on you and so like this world of where we're gonna be talking about asset protection is kind of a big deal. There's just a lot of ways to skin a cat, different layers, different strategies for where you're at in your life. So, you know, I think as we break these down, hopefully I can, you know, make this will make a little bit more sense for you and your listeners.   Michael: Yes, it will. Thank you. I am super excited to learn a lot because before we hit record here, you and I were chatting about some of the topics that we'll be covering today and I was like, what is that totally brand new. So I'm really excited from a self-serving perspective. So give everyone that quick and dirty background who doesn't know Brian Bradley, who you are, where you come from, and what is it you're doing in real estate today?   Brian: Yeah, absolutely. So, you know, I'm an asset protection attorney, you know, we're talking about it off recording, like from Lake Tahoe, so you know, big snowboard ski, you know, ski bum, you know, Lake bum, I got into asset protection from the litigation side of the law, I was selected to America's best attorney list 2021-2020 Super Lawyers rising star 2021-2015.   Michael: My guess is that no, that's not like an online survey, you filled out to get that…   Brian: Oh, no, and another do with me, that's really just people that you work their butt up in court, and then they recommend you or judges recommend you and I have nothing to do with it and it's actually pretty, you know, I appreciate even just the nomination, let alone winning it, you know, to where I think they only say 1% of all attorneys in the nation even get nominated for those awards, let alone then, you know, 1% of those even gets picked to as a as a winner and so…   Michael: Congratulations…   Brian: Thanks, yeah and for me getting into, you know, asset protection, which will define what that is, you know, in a minute, like, that'll be like our think our base starting point. I just, I just got into this weird area of law, because when I like money, I like investing, I like, you know, not paying as much taxes as you know, as I can and as you grow, you got to be smart with your money, right and who can take it from you and so as a trial lawyer starting out, I just had so many clients who were being sued and their lives just turned completely upside down coming to me after they're already being sued and at that point, you know, you're just too far down the rabbit hole, you know, it's like going to get a car insurance after you already got in an accident or, you know, home insurance after your house already, you know, caught on fire, it's just, it's not gonna happen and so I see a lot of people thinking that they don't need to do anything is another misconception. You know, it's kind of human nature, right? You know, like, I'm just gonna ride lady luck. I'll deal with it when I when, you know, it hits me later on and that's just not how anything that needs to be proactive in the legal sense is going to work like insurance or asset protection. Wishful thinking is not a protection tool. You know, that's how everything you know, like, go to Vegas, go to breaks and hit the roulette table and see how long your wishful thinking is gonna last for you, right? You know or, you know, as you're leveling up, people forget about this. Like, as your wealth is leveling up, you're leveling up, you don't level up your protection, you don't level up your insurance. Yeah, people go buy an umbrella policy, but they don't realize what an umbrella policy is just like everything else, right? You know, it just provides more access and money to, you know, for coverage, but it doesn't, it's not the same escape clauses, you know, like, there's no insurance in the world that's gonna say, okay, hey, if I go punch you in the face, are you gonna cover it for me? No, like, they don't cover you for intentional wrongdoings or allegations of fraud and intentional wrongs and so that's how they have their escape clauses out especially for very big cases. You know, if you're talking about like a million dollar or more lawsuit. A couple other big misconceptions that we need to address as we lay this landscape is just, you know, the revocable living trust, if people think like, oh, yeah, I have a trust, right, that you know, they don't realize trust. There's a lot of different types of trust. Your family estate plan, your revocable living trust are not designed to protect you while you're living in they don't have the lead have teeth to be able to. So once you pass, they're only designed to avoid probate not protect you while you're living from lawsuits and then over the last five years, I've noticed this massive misconception about the use of limited liability companies. LLCs and they just think that they're like, you know, Silver Bullet Dracula slayers and you guys miss, like, first word first letter, like limited, I tell you. Whereas, whereas this happened, where's this come from? Like, they're not hiding the fact they tell you like they titled it telling you limited liability. So like, now we have to reeducate people on this, like, yeah, don't put everything in the world under one LLC. Otherwise, if it gets pierced, you're gonna lose it on like, What are you talking about, which we'll break that down, you know, in a little bit. And then the sad thing is like, and I think it's worth explaining is this, if you just look around, and you look at, you know, our legal system and the world we live in, it's just broken, it's a broken system, you know, and we're so happy nirvana and just to like, kind of lay this framework down a little bit more. We're no longer about justice. We're about redistributing wealth from the haves, which is you, your listeners, people trying to grow and accumulate more to the have nots and over the last 40-50 years, things that didn't happen in the past, or that weren't allowed to happen in the past like contingency fee lawyers or law from advertising their common place. and then this created a cultural shift of a predatory legal system that's no longer about justice. So it's about profits now and then when you get on the road of high net worth, in affluent families and wealth, this level of protection, now we have to deal with taking a macroeconomic, more of like a global look about what's going on and the big picture here is really that we have a global financial system that has structurally deep rooted issues. You know, we have government backed fiat currencies that are now in question. This is also including the US dollar. So don't think like, just because we're in the US, we're exempt from all of this, you know, monetary policy today, you know, the one that exists is, you know, inflate or die and then you got governments looking for a deep and accessible pools of financing and meaning our money, you know, the hard workers, the people who are investing, along with financial repression, monetary economic manipulation. So this just adds all the challenges that we have to deal with when we're looking to protect your assets and so asset protection is that modern best bet to level this playing field by using a lot of the tools and the combination of the tools that we're going to talk about today to make it very hard for you to be collected on and so what this is really about is just like a talk about giving you peace of mind, lifestyle preservation, and you know, really just how collectible are you at the end of the day…   Michael: Love it. But well, I am all about doing things to help peace of mind and insulate ourselves from the world at large. This you happy world at large. So help us understand Brian, like, what are some of the things when someone says asset protection to you like, Brian, I gotta protect my assets? What does that mean to you? What alarm bells are going off in your head?   Brian: Yeah, absolutely. One is like, do you understand the difference between tax mitigation and asset protection and I've been getting this a lot, you know, especially this last year, obviously, as we see what's going on, you know, within inflation, taxes and everything right now, asset protection is not tax mitigation, like that's your CPE and wealth managers job. If creating an asset protection plan or an asset protection, trust or going offshore, you know, where to create tax havens like one that's illegal, it's fraud, you know, so system won't work, and then you go to jail for that type of stuff.   Michael: So don't do that is what you're saying.   Brian: That's not what this is about. So people always like, oh, I want to protect my assets and I don't want to pay taxes, completely two different things. The asset protection plan is to protect your assets from predatory lawsuits and litigation, not saying I want to not pay taxes, that's tax mitigation, talk to your CPA and wealth managers. First, lock down your assets from lawsuits because if you get sued and lose everything, what's your miracle working CPA going to be able to do for you if you have nothing for them to work on, so order of operation, protect your assets, then let them work through the system that's created to actually like mitigate, you know, forced depreciation, all those wonderful things that they do cost segue analysis…   Michael: Yeah but Brian, to that, to that point, really quick. I'm just curious, like, do you work with a lot of CPAs because I can see, I can envision a scenario in which the legal side of things is super buttoned up super tight, but maybe isn't very tax efficient and so my guess is there's probably a happy medium, or some input that a CPA or wealth manager can inject into the situation to help make both things as tight as possible.   Brian: Correct. You got to, you know, the issue generally is people don't involve their lawyers until later on down the line and it creates a lot of problems. So for example, a lot of CPAs will set up S Corps for investors, especially real estate investors for some reason, and great for tax purposes, horrible for litigation and I get this call a lot, you know, and most of my clients are calling with like 50 $100 million of real estate all stuffed in one S Corp. Okay, great again, for tax mitigation, horrible for let's say you get sued and now you're S Corp and all the shares get frozen and cease, there is nothing I can do for you. At that point, I can't move assets out and then even if I want it and you realize like, oh my god, I have so many pieces of property under one corporation like this is very risky, I need to start diversifying and employing these assets out, you're stuck, you're not going to be able to and I just had this call yesterday with a potential client. The reason is, when you're all the benefits of the S Corp, right? You know, deferred taxation and all this stuff, you're kicking the can down the road, once you start taking the assets out, you have to pay the money back and so people don't generally have millions of dollars sitting in their bank account saying like, okay, hey, I feel like you know, taking all the assets out of my S Corp now and now I'm going to go and pay the piper and the IRS. So because you don't have that money sitting around to pay the IRS and the taxes, we can move the assets for you and I'm not going to force you to go, you know, and have the IRS coming after you to collect on you and move the assets out anyways, because now you're just creating a bad situation for the client. So the lesson here to learn is if you're thinking of investing, you need to talk to both the lawyer and the CPA, because a lot of CPAs, they shouldn't be giving you legal advice. They're not lawyers, and they're not going to understand the aspect of what happens actually in court with s corpse and C corpse, when it comes to litigation, and why we don't want to use those to protect your assets. So we have to all talk together. The problem is I get this all I get the mess after the fact right, and then I have to start supporting afterwards and so when done, right, really, the modern, you know, estate planning is asset protection, what we're doing is creating legal barriers between your assets, and your potential creditor, the person suing you, the person trying to come after your money before it's needed and that's it, you know, it's like a safe for your gold or your guns or your valuables. Anything of value, you know, you want to put behind the legal barrier and out of your personal name so that it's not easily attached with a lien or reached and so I just like the rich, I really liked the Tony Robbins saying success leaves clues. The rich don't own things in their personal names their businesses do their trust, do they just get the beneficial use and enjoyment out of them while separating out that legal liability and we do that through just like different tools and mechanisms that we have kind of like key concepts and roadmaps like LLC is limited partnerships and trust.   Michael: Got it. Okay and so when real estate investor comes to you, they're just getting started. They are moist clay, you can totally mold them, they don't already have a bunch of issues. What is your go to, like ideal scenario for asset protection?   Brian: Yeah, so there, I mean, you're just starting out your green horn, like really just going to be an LLC and insurance and that's where you're gonna go, okay and as you think about how to use these systems and how to grow within them, okay, I want you and your listeners to think about winter, okay, like we were talking about this before we started recording like I'm from Lake Tahoe, snow, cold snowboarding skiing, I lived in Michigan, freezing cold arctic, you know, minus 40 degree weather for a while, well, I'm in Portland damp cold, you got to really layer you and so the first entry layer is as your base layer, when you're getting dressed, it's going to sit on your skin. This is the equivalent of an LLC and insurance. This is you know, when you're just starting out investing in you have zero to three units, or you know, zero to three properties, you're exposed net worth generally is like 250,000, net or below and then as you grow, and you add more assets, and you hit around that four unit or four property mark, you could be starting to invest in a couple different states as well, you know, you have now around like 500, to 700,000 exposed nets, what you need is a mid-layer, which is usually a little bit thicker, that's going to be made out of like a merino wool sweater, or for you ladies a car and again, this is your management company, like a limited partnership and I can break down that later on if we have time and then when you hit around that 1 million net worth mark, you know, you're gonna want to water shell waterproof layer. This keeps you nice and dry and warm when the weather's really bad. You know, this is your doomsday lawsuit protection layer is going to be an asset protection trust and specifically for our clients, we use a hybrid trust, which is combining an offshore trust and domesticating it through the IRS. So when a client comes to me, I receive it I realistically, you want four things you know, you want you're going to want an effective plan to have, you're going to want to control your plan. Three, you want a reasonable and sustainable cost, you know, depending on what layer you're at, is going to be individual for the for the client profile and then four you want a plan that's going to be easy to maintain compliance on what the IRS like I can create the strongest thing in the world for you. But if you're not going to be maintaining it and you don't want to do the IRS compliance with it, eventually you're just going to stop doing it and the whole system falls apart. So as you go through the valuation process and you're talking to different attorneys and you're vetting the process, just remember the acronym ECCC effectiveness, control cost and compliance and as long as you can start checking off all those boxes, you know you're gonna have a really good system. If you want to I can break down the first layer if you want to Trying to kinda go there like LLCs, or just really wherever you feel like directing this.   Michael: Yeah, so I think our listeners probably have a good handle on LLCs. But I would love if you would walk us through what this hybrid trust is because it's not something that I'm familiar with, I've never heard of before.     Brian: So yeah, and I think the reason why is like not many people focus on asset protection at a high level, you know, I think events like insurance, a lot of people wonder not only purely asset protection attorneys, right, they're generally business attorneys who do some asset protection or their real estate, you know, attorneys who do a little bit and they take continuing legal education course, learn about LLCs, and the kind of stops there and like insurance, they kind of tried to cast a large net nationwide, what was one thing you can cast nationwide and LLC and so I kind of think that's why like, the base layer, knowledge kind of stops there, because not many people just focus on, you know, very, very strong protection. This comes with the asset protection trust. So it's this final layer, the bad weather, you know, the outer shell waterproof layer, is this asset protection trust, it's going to be really the heart and soul of the system, especially when you have over 1 million exposed and that wealth and what I mean exposed is like your 401 K is exempt. So I don't include that in a net worth evaluation, because it's already a reset protecting some states, like if you're a Florida resident, we have a very strong homestead exemption of 100% of your of your primary residence. So I will take that out of the equation too, depending on the state you're in and the homestead. So what we're looking at is exposed unprotected, and that, you know, equity and wealth, all right. The great thing about trust is that they can be sculpted, to fit how you need them and they can morph as you need them without dealing with funding issues that you're going to fall into an LLC and other business entities that get their protection pierced, meaning now you're going to be held personally liable. So I just love trust and having a trust at the very top of the planning is very powerful and this is where picking the proper jurisdiction for a trust really comes into play. The standard 101 trust that I'm sure like everybody's familiar with, you know, kind of started in the 60s is the family revocable living trust. So you know, like when trust, you know, trust don't die. So then when you do, you act, and you fund your trust, which a lot of people forget to do, like, oh, I created my estate plan, and then they never transfer title into it. Remember, fund that fund the trust, if it's just, you know, your revocable living trust, the benefit of it is when you pass you don't have to go through probate, you can just skip the court system and probate and it changed the landscape of estate planning. Then you have what are called land trusts for real estate, you know, you hold your land, and then you connect them to an LLC. But land trusts don't have any protection in and of themselves. They're only as strong as the LLC that they're connected to, you know, so they're just a privacy mechanism, not a protection mechanism. Okay from there, you have higher levels of trust. They're called asset protection trust and I really want to spend the time, you know, with this and break down the three different types, you know, and after this, I think you and probably 99% of your listeners are going to know more than 99% of all the attorneys out there about asset protection, trust, they came, yeah, they came about in the early 1980s. You know, and so an asset protection trust is what's called a self-settled spendthrift trust. All sell settled means is that you created it for yourself, you know, they're for you, by you, as your own beneficiary, and they have very important spendthrift provisions in them. So this lets you protect your assets while you're actually living, you know, from creditors trying to sue you from not having to relinquish control of your assets. The difference is that they allow you to protect your assets, not just for your grandkids, but for yourself, which you weren't allowed to do in the past and then like I said, you're probably familiar with another type of self-settled trust the revocable living trust. They're the same and that they're self-settled created for you by you. The difference is that with an asset protection version of this trust, it includes these critical provisions called spendthrift provisions and what spendthrift provisions are is they are provisions that allow you to protect your assets from the creditors, they're the actual teeth behind it and for those to work, the trust them has to be not revocable, but it will revocable. So it's a very different type of trust, you know, just like chocolate or vanilla, both ice cream, just different types of ice cream.   Michael: Yeah…   Brian: You know, this is where the fun really starts to actually happen. There's two major school of thoughts here you can go international meaning offshore, another country jurisdiction, you know, you hear about Cook Islands, Cayman Islands, Belize, in the Bahamas, or domestically here in the US, you know, Nevada, Delaware, Wyoming, Texas, um, so you can set them up here in the United States and you know, if you don't mind, I think a great way to talk about it, just kind of talking about it through historical context, because I think if you understand the foundations of both offshore and domestic then you understand the principles of how we combine them together and why you want to   Michael: Yeah, let's do it.   Brian: Alright, cool. So again, you really have these three options, right, you can establish them offshore, you're going establish them domestically, and then we can hybrid them out like a hybrid car, take the best of both worlds put them together. So from the historical concept, the offshore trust actually came first, in 1984, when the famous Cook Islands, they created the first asset protection trust. I like and choose the Cook Islands if and when it's applicable, just because it literally offers the best home court advantage and why it's the best is because asset protection is just what these trusts in the Cook Islands were specifically drafted for and the power here is they have this wonderful word called statutory non recognition of any other jurisdictional court orders in the world, including the United States and so what this means is that if you have a judgment against you, in the United States, and you took it down to the Cook Islands, your US judgment is literally worthless, it literally has no value whatsoever. statutorily the Cook Islands they prohibited from recognizing it even from their own constitution and so if somebody wants to sue your trust, and it has a Cook Islands, you know, clause in it. So as a Cook Islands trust, they will have to start their case all over from scratch, the person who's suing you, they're going to have to prove their case beyond the reasonable doubt. This is the murder standard, the highest legal standard in the world that 99% sure standard. Not that you know, 51%, preponderance of the evidence, I'm not sure we don't know what happened. But we don't like the way they look right now. So let's just let's just give it to them. You know, you can't get a contingency fee attorney to represent you, because they're just not allowed down there. It's an ethical in the Cook Islands, just like it used to be unethical here in the United States. But then that got changed in the 60s, the claim meaning the lawsuit, you know, it's not amendable. So what this means is that it can't be changed or amended after the discovery process starts like we can do here in the United States. Like we can literally just say, okay, I'm suing you for this, dig around start discovery, then completely change what We're suing you for, because we started using as a fishing expedition. The person suing you, yeah, no, I mean, this is just like standard trial tactics is like, okay, hey, let me just flood you with discovery and like, start poking around and say, oh, hey, we didn't even know this was right here. Now I'm gonna add this to the complaint and sue you now, for this looks like a better cause of action anyways, I can't do that down there. But we can do it here all the time in the US.   Michael: So it sounds like I need to go move to the Cook Islands.   Brian: Now. Well, here and maybe not right, because you know, there's, there's cons to things, we'll get to the cons in a minute. So the person suing you, they're gonna have to front the entire court costs by the judge from New Zealand and if you lose your pay, you know, and I honestly think this is one of the worst things that we don't have here in the United States, though, like the loser doesn't need to pay the legal fees and the cost of the winner. So if you get sued for something completely bogus, I mean, a frivolous lawsuit, and you spend $200,000, defending yourself on legal fees, then the judge finally is like, this is ridiculous. I'm throwing this case out, you're still out 200,000 bucks, you know, the person who sued you, they're not going to be getting the bill for that because our legal system in the United States, they just that will discourage lawsuits and our legal system is run by trial lawyers who don't want to discourage lawsuits and there's only a one year statute of limitations. So if you go back to those four things I mentioned, right, remember, like effectiveness, cost, control, compliance, I mean, effectiveness, five out of five stars, nothing really nothing beats statutory nonrecognition. So what about the other ones, right, you know, control costs and compliance. This is kind of his kryptonite, you know, these are the drawbacks. If you're going to be purely foreign, like a purely foreign trust, you have a lot more IRS reporting, compliance and disclosure. So you have these things called IRS forms 3520 3520 A's. What this is, is a full balance sheet disclosure of everything that trust owns, and sometimes even the entire trust agreement to be disclosed and submitted to the IRS and it is expensive for this IRS forms to be done every year. Also, you're going to have factor compliance, because you're going to have a foreign bank account at that time.   And of course, we're these trusts to work, you're going to be out of control of the trust. That's why they work so good. That's why they're the creme de la crème and clients are just not comfortable with this. So while we literally have the most effective trust in the world, by far, it's not something that I generally start with, I probably only say like 1% of my clients, I will go to a purely foreign trust with which then brings us right to the second option. Okay, we're not going to be going forward and what about these domestic trust? Yeah, they came about 10 years later down the road of all places, Alaska started it out and then not to be outdone, obviously, you're gonna be like, Well, hey, we're Wyoming and Nevada and Delaware like this is what we're known for. So we're jumping on the gravy train, right and then now about 19 other states now have created some form of asset protection, self-settled trust statutes. So we're seeing as a state starting to jump on board seeing yeah, our legal system is a threat and things have to get done to protect your assets and so as to protection the United States is very is very important to understand this ballot on It's just the concepts like how you go about doing it is very important. The issue with a purely foreign under the purely domestic asset protection trust is that, you know, we live in the United States of America, we have a Constitution, Article four section one for Faith and Credit Clause. What this provides and means is that every state has to grant the full faith and credit to the judicial proceedings of every other state. What this is means what it's telling you is that, for example, Nevada can pass and has passed an asset protection statute, okay, but it cannot ignore a California or Washington or like another states court orders. So where the Cook Islands can literally just throw that California judgment in the trash. Nevada can't do that. Nevada has to respect it constitutionally and even litigate it and then you have courts that are just simply ignoring the choice of law clause. So I mean, like literally, like bait levers more dissent in re Hubber, cucumber Steelman, Dover still all great facts, all great cases, they should have one of those cases, and judges literally just use their superpower public policy, we're ignoring the you know, choice of law clause, trust is breach means loss of assets, that's just completely unacceptable and so because of the case law that we're seeing, I'm not a big fan of a purely domestic asset protection, trust or anything purely domestic without something offshore built into it. This is why I prefer the hybrid version called like, we just call it a bridge trust, but it's really just like a hybrid, hybrid trust, think of them like a hybrid cars, okay? What we're doing just combining the best of both, and then making a better product and so these trusts have been around for almost three decades. So they're not, you know, the new lady to the dance, they've been around for about 30 years now and at the end of the day, what you're doing is taking a fully registered foreign Cook Island, offshore asset protection, trust, what all that for two years of solid case law, again, so it's fully registered offshore from the day we created with the offshore trustee, they're there in standby just in case you need them and then we build a bridge back to the IRS for IRS classification. So the IRS is literally taking this foreign trust and then they're classifying it as a domestic US trust, by complying with USC Section 7701. It's called the court test control test and so because of that bridge, as long as we have our compliance in place, we stay classified domestically and what this does is that the trust is now going to be cheaper to create. So generally, a purely foreign trust is going to cost like 4550, even $60,000 plus $12,000, a year to maintain very expensive, a hybrid trust is going to be cheaper, you're generally gonna be talking about, you know, 23 to 30,000, to set up a hybrid trust, plus no IRS tax filings whatsoever, while you're domestic because it's classified as a domestic US grantor trust, so you have no more IRS tax filings, unless God forbid, we have to break that bridge and now you also get the power of the offshore trust. If and when we need it. It's in our toolbox now, just like a contractor who says like, okay, hey, I don't need to use all my tools today. But I'm going to need them possibly at some point. So now I can use them as I need them. Versus coming to me later on after the fact oh, my God, Brian, I mow somebody over with my car, like, can you help me? You know, like, I want that foreign trust? Well, no, sorry, it's after the fact I can't do it now. But if we have the hybrid, I could have engaged it. So that would be like during the State of duress, we would break the bridge, stop being an IRS compliance, you are what you are a foreign trust. Until that point, you want to be classified domestically. So that hybrid trust is very, very effective, you may control of your assets, you may take control the trust, right up until that doomsday scenario where you don't want to be in control of it anymore. You know, maintenance and compliance with the IRS. Very simple. So at that point, you've now checked off all the boxes, effectiveness, cost control and compliance check, check, check, check, check and so this is where you know, for our clients, we generally are starting with these hybrid trust.   Michael: Wow, this is wild, is super cool and so are you thinking that most folks that are in that kind of million dollars of expose net worth, this is where that starts to make sense.   Brian: That's exactly like, so our main client profile that comes in you would think they'd be like, you know, 10s of millions of dollars for us, like realistically, I would say 75% of our clients generally around that 1.2 million, exposing that. Some high risk, probably like a doctor or surgeon lawyer, or just straight real estate investors. I have some of my favorite clients, nurses, firefighters, cops who self-funded their retirement through cash flowing properties, and now they're about to retire and they realize like, I can't lose all of this now because this is literally my nest egg and my legacy. Yeah, they need to lock it down and so you generally see the average client profiles like 1.2 to 2 million of exposed net with some risk, and it makes sense at that point. Yeah, get the LLC get the limited partnership get the trust for like 30,000 dollars locked down a million plus, and then sleep well at night. That's when the investment kind of makes sense for this type of protection.   Michael: Yeah, that makes total sense and what would you say because I would imagine, after listening to this folks might go to other attorneys they work with mentioned this type of hybrid trust and they might be told now you don't need an LLC is good enough. I mean, what's the I know, we've talked about kind of a counter argument, but how does that conversation get ahead?   Brian: Most of the time, I was, say, like the one the estate planning attorney, they will know about this, because their knowledge base, you know, is just not going to be around, let alone foreign trust. I mean, there's not that many people who even know like that much detail about how a foreign trust works, let alone using the incorrect domestic asset protection trust, you know, how many times I have California residents, using the Nevada asset protection trust, and the person who set it up for them, like the lawyer has no idea like, okay, what about this case? We're still in 2012, California case that said, hey, you're a California resident, we don't recognize asset protection trust, because we don't have the statutes here. So your Nevada asset protection, trust, and sorry, it's worthless, it's not gonna it's not gonna work, you know, so unless you go to an actual specialist and say, hey, here's the case law, here's what's going to happen down the run. Most people don't have that level of education, because they're not in that world. They don't exist in in it. So I feel bad for the clients because where's the knowledge come from? You think you're going to an attorney who was specialized in this, but you're not taught this in law school, you're not taught this for the bar exam, so how you develop this level of knowledge is really just did you get into the right group of people and were you passionate about it enough to like transition your practice into it… That's why I do these talks is just to educate people and you know, just the base thing, like, why not just an LLC, they're disregarded entities for tax purposes. So they're disregarded for taxes. That means it's disregarded to you for lawsuits and liability, meaning you're pierced. If you're using them for real estate. They're not businesses, they're holding companies, which means the number one argument that will win and pierce that every time is well, Your Honor, this is an actual business. It's an extension of Michael is just a holding company. Boom, you're pierced funding issues, bad accounting systems, like there's four ways to pierce that veil right there and I don't even have to think part about it. Charging, charging order protection mean, like what state do I go set these things up in? You know, how many times I hear people like, oh, just go create a Wyoming LLC? Are you a resident of Wyoming? Is the asset in Wyoming and the answer is no to either one of those, you just tried to buy another state's jurisdiction, that you have no connection to try bringing another state's laws to like California and other state that you're not connected to, and there's no reason to, you're gonna get laughed out of court. Like, it's just you can't go by other states more beneficial laws and bring them, you know, to another state that, you know, that has no jurisdictional connection to it and anonymity is the other like, really, like, flavor of the last like, two years is like, oh, create this anonymous, Delaware or Wyoming? Trust and Ghost the lawsuits, right? Yeah, well, that's not how these that's not how it works but that's how it's being sold by, you know, law firm salesmen and promoters. Yeah, create this and get a really crazy operating agreement and then next thing, you know, like, you're never gonna have to show up in court. I'm sorry, you have a personal agent of service for these out of state law firms their sole job, like, let's say, Mike here is my, you know, personal agent of service, he's gonna get my service and he's gonna say, hey, Brian, here's your service. That's why dude, you just…   Michael: Got to show up in court…   Brian: Court now and amenities done at that point. So the only way that an amenity works is you show up the court, a judge is gonna say, Hey, you're getting sued for a million bucks. Here's your you know, asset disclosure list. Tell me everything that you own, because we didn't know what can be collected on or not, at that point, and amenity or a quote, unquote, air quotes, Secrecy is now up to you. So you're gonna decide, am I gonna lie under oath and hope to god, I don't get you know, my operating agreement will hold up and commit perjury in court, or do I just disclose it. So like, you're the weak link at that point and then if you lie and commit perjury, under oath, you're going to jail on top of losing your assets. So it makes more sense just to say, hey, create a proper asset protection plan, LLC in the state that is layered up into a management company, once you hit the net worth put in the trust, and then sleep well at night because at the end of the day, I don't care if you lose your lawsuit. I care about it for your collectible or not, you know, like you can lose the 10 $50 million case. I just if the asset protection trusts setup strong and in the right jurisdictions with a proper exit strategies, does it mean that you can be collected on and then it lets me settle a case for pennies on the dollar…   Michael: Dang this is nuts, Brian… This is like or this is earth shattering stuff. We got to have you back on to talk more about this. But I want to be very respectful of your time get you out here for people that have a similar response and you're like, holy crap, I gotta call this guy Brian, immediately. Learn more about this, reach out for your services. What's the best way for folks to get in touch get a hold of you?   Brian: Yeah, one great resources, jump on my website, www.btbegal.com , I use it more as an educational resource with a lot of case law client studies. I just want you to be educated at the end of the day like, listen this here's the case law. Like, that's what lawyers should know about, especially trial lawyers. That's why I'm a good trial lawyer. I tell stories through case law and then another great way is through my email, you know, Brian: B R A I N @btblegal.com. I do you know, free 30 minute consultation, whether we're a great fit or not, like we'll figure that out over the phone. I would just rather how people have an educated decision, and then they can like go shop around.   Michael: Love it, love it. Well, hey, man, thanks again for coming on. Really appreciate the time and we'll definitely be in touch.   Brian: Yeah, for sure. Thanks brother…   Michael: All right, everyone. That was our episode, a big thank you to Brian for coming on talking about a lot of things that we've never heard before on the show and definitely bring up some excellent counterpoints to be thinking about as always, if you enjoyed the episode, feel free to leave us a rating or review wherever it is to get your episodes and we look forward to seeing the next one. Happy investing…

As a lawyer in Nashville, Tennessee, Brian Boyd helps clients with real estate, construction, and business matters. It is with that knowledge that he and his wife, Dawn, have grown their portfolio to a six-figure income. Brian earned his BA from the University of Tennessee—Chattanooga, a JD from Samford University's Cumberland School of Law, and an LLM in Taxation from Georgetown University Law Center. When not practicing law or working with Dawn on their real estate ventures, Brian can be found on the Brazilian Jiu Jitsu mats at his local gym. His newest book is Replace Your Income: A Lawyer's Guide to Finding, Funding, and Managing Real Estate Investments Today Brian talks about corporate structures, how they differ, and what you could be doing to protect your assets. Episode Links: www.briantboyd.com. www.boydwills.com --- Transcript Before we jump into the episode, here's a quick disclaimer about our content. The remote real estate investor podcast is for informational purposes only, and is not intended as investment advice. The views, opinions and strategies of both the hosts and the guests are their own and should not be considered as guidance from Roofstock. Make sure to always run your own numbers, make your own independent decisions and seek investment advice from licensed professionals.   Michael: What's going on everyone? Welcome to another episode of The Remote Real Estate Investor. I'm Michael Albaum. And today with me, I have Brian Boyd, who is a legal tax professional as well as an author and active investor. He's gonna be talking to us today about what we need to do to protect our rear ends. So let's get into it.   Brian, what's going on, man, thanks so much for taking the time to hang out with me today. I appreciate you.   Brian: Hey, Michael, thanks for having me today. I'm glad to be here.   Michael: I am super excited to chat with you. Because you are a legal attorney and investor something we don't often see too much of.   Brian: Yeah, I am. I started out in Washington, DC as a tax attorney at a company called Ernst and Young. And over the years, I got into real estate and investing because I was representing a lot of contractors and developers and started looking at the way they were doing their businesses. And from there, I started tweaking their models trying to figure out well, how can I make this a little bit more tax efficient, create a little bit more loss with a lot more cash flow. And so that's when my wife and I in 2017, decided to get into real estate investing on our own. And now we're up to 25 doors, and we're cash flowing just fine. You know, in, in fact, maybe in the next year or two, she could step away from her full time job. And we'll just manage real estate.   Michael: Man, I love it. And so is your background in tax or on the legal side of things, or both.   Brian: So I have a JD and I have an LLM, which is a master's degree in, in law. But It specializes in tax. So yes, I do corporate formations. I do business transactions, helping people the real estate, anything and everything to do with businesses, individuals and their finances. In real estate investing. That's what I do. So there was a time I used to go to court, but I don't go to court anymore. My partner goes to court, and I just do business transactions and real estate investing.   Michael: Man, I love it. And before we get everyone's hopes up, you are located out in Tennessee. But is that the only state in which you practice in? Or can you help folks all over the place?   Brian: So I am licensed in Tennessee and Vermont of all places. My partner is licensed in Tennessee in Maryland. But if it has to do with federal law, I can work all over the country. However, if people are asking specifically about California law, I'm not your guy, call a local attorney speak to a local attorney. But from a structural standpoint, I can give you the basics and kind of point you in the right direction. But unless you're in one of those jurisdictions, and you want me to practice in those jurisdictions, those are the jurisdictions I'm limited to.   Michael: Okay. Well, let's talk about that for a minute. Because I think we were chatting before the show, we hit record, and there are a ton of Californians physically moving out to Tennessee. But my guess is they're probably a lot of Californians investing out in Tennessee. And so for those folks that maybe live outside Tennessee, but are investing in Tennessee, in terms of structuring their team around them, should they be thinking about having a local attorney local to them, as well as someone such as yourself or a an attorney located where the property is? How should you be thinking about that?   Brian: No, that's great question. I actually had an attorney contact me a few weeks ago and he is a he's in Chico, California. He called me and said, Hey, I properties in Tennessee. Can you help me on what? Yeah, I'll absolutely be happy to help you. And so what we did is we structured a Tennessee holding company with a wholly owned Tennessee subsidiary. And even though he's out there, he owns the LLC here. And as he invests around the country, like Texas, or Florida, or you know, any of the other states, you know, we'll set up other holding companies to represent those entities. But he can stay in California and own these companies, as long as they're structured properly, to pass through to him over in California.   Michael: Okay, awesome. Well, Brian, give us like, the quick and dirty if there is such a thing of what investors need to know, because I think a lot of our investors are starting to scale their portfolios that got a couple of deals under their belt, and they're really looking for some asset protection. What are some things they need to be aware of and where have you seen people go wrong?   Brian: So I have seen people go wrong with a few misnomers about what they believe series LLCs are and what land trusts are. So a series LLC, I know that everybody hears therefore multiple properties. and they are. But they also don't understand that when you have a series LLC, you have to have a separate bank account, a separate tax ID separate books, all of that creates an administrative burden on you to keep all these bank accounts separate all these books separate all these tax IDs separate. And typically I see those used more efficiently if you're a developer, that way you can develop a series, sell it, and not worry about it. Again, if you're holding your assets in series LLC, and you have series one through 10, for example, that's 10 tax IDs, that's 10 sets of books, that's 10 book keeper entries every month for those separate things.   Whereas if you just have an LLC, and you treat it properly, so your corporate veil cannot be pierced. And a corporate veil is the corporate formalities that you have to adhere to. So your corporate structure is honored by the courts. And typically, here are the things that people get popped for, they'll pay for their groceries out of their LLC, they'll pay their own mortgage out of their LLC, or they'll just treat their LLC like a checkbook. And that's not what it's for. It is a standalone entity, and it has to be treated and respected that way.   So if you don't do those things, you're fine. Your one LLC is going to handle it just fine. For example, my wife and I have, we have a parent company, and that parent company has two LLC is underneath it. And one LLC is for our portfolio over here. And the other LLC is for that portfolio over here. And it all flows up into the holding company, which is a perfectly fine way to structure your holdings. Yes, it is more filing fees every year, it's three filing fees. But if you're trying to get away from filing fees by creating a series, LLC, you're losing the war to win the battle on a filing fee. Because you're gonna pay all these other expenses for tax IDs and book entries and bank statements. And you're just creating a mess. I would not use series LLCs.   Now as it relates to land trust, we mentioned that earlier, I've heard a lot of people say, Well, I want to use a land trust. Why do you want to use a land trust? I understand that land trust, get it out of your name. And I'm well aware of that. But it doesn't really create any protections like an LLC would. A lot of people say, Well, I want the anonymity of an LLC, well, you can have the anonymity, you know, of an LLC without using Land Trust. Many states, Wyoming, Tennessee, Texas, you can file your LLC documents, and your name won't appear anywhere on there as long as you use a registered agent. So you can receive the benefits of the anonymity that comes along with the land trust by simply using the LLC. And you'll get more protections with the LLC.   So I would encourage your listeners to go talk to a lawyer about setting up an LLC to hold their assets, I tend to eschew Land Trust, they don't really provide the protection that people think they do. Unless you're using an irrevocable trust, which is a trust that gets it out of your estate. Not only does it get it out of your estate, it gets it out of your control, and you can't do anything with it, you have to go through a trustee and that trustee is supposed to use their best judgment on what to do for the trust. So think about that, as you move forward. And these these ideas that people read about online, I really like LLCs, my wife and I use them, I encourage my clients to use them. So that's just coming from my experience and what I do day to day in my practice.   Michael: Yeah, from a lot of the folks I've spoken to it sounds like the LLC has come like the Colt 45. For real estate investors. It's reliable, it's standard issue, it can do a lot of the things you need, you need it to do. It's nothing fancy, it just can get the job done.   Brian: No, absolutely. I agree with that statement completely. Okay, cool.   Michael: And, Brian, I think you're a good person to ask because I think we have similar styles of investing and asset protection, which I'm glad to hear. It sounds like you've broken down your portfolios into two separate LLCs What comfort what level of comfort do you have with the size of your portfolio in each LLC, before you want to further break it up or bring additional LLC online?   Brian: And you know, that's a good question. So the way we have treated our LLCs is we go by city, what's in each city. So for example, in Chattanooga, we have an LLC for Chattanooga, and Knoxville and Gatlinburg, we have an LLC for those properties. And in our short term rentals are Montana and the West Tennessee property. We have a separate LLC for that because they're out west So we've kind of broken it down over here, over here and over there. And then we have a parent LLC over top of it. So it's not really a matter of the number of doors or number of properties that have in an LLC. For me, it was geographic, and being able to keep everything separate. And especially for our bookkeeper to know that, hey, these are Chattanooga, they're in that LLC. When you run that k one, it needs to include all these properties. Same over here. So it wasn't a matter of my comfort level with the number of properties, it was just a matter of how can I segregate out all the separate assets that we have and make it user friendly? And also, we're not clumping all of our assets into one LLC. We're spreading them out. But we're doing it geographically.   Michael: Right. Okay. And as you and your wife do start to scale, I mean, is there a number of value that you that you'd see hitting in a particular LLC and saying, oh, that's maybe a little heavy, and that LLC, even if I'm investing in the same geographic area, let me bring online, another LLC, just so I don't have so much value sitting in a singular bucket? Or is not? Is that not really a concern of yours?   Brian: No, that's not really a concern. And here's why it's not a concern. It's because it doesn't really matter how much my entire portfolio is valued at, I'm always going to be deploying that equity somewhere else to get into another deal. And that equity may get deployed into another LLC. So it's not really a matter of oh, we're too heavy in this particular market. If I had 1000 doors in Chattanooga, I would still leave everything in that one LLC.   Michael: Okay, right on. Let's talk about insurance for a minute. Yeah, how much is enough?   Brian: I would tell people, you can't have enough. You can't. So we, we have homeowners insurance on every single property. And then our LLC is have business insurance as well. So we also have business insurance for the LLC. And each property is fully insured. And then we require renters to have homeowners insurance. And on top of that, we require renters to use a product called say Rhino, which is security deposit insurance. So they're not paying us a security deposit that we're holding an escrow for them, they're paying monthly, you know, let's say, you know, a month's rent is $1,000, we typically require two and a half months of rent for a security deposit, will Rhyno only requires them to pay like $8 per 1000. So they would much rather pay 20 to 24 bucks, as opposed to tune $2,500 in security deposit. And over the over the year, it comes out a lot cheaper for them. And we're safe and secure, knowing that as long as they're paying that Rhino insurance. If we have to make a claim, it's there, we've got it, they'll take care of it. So we're we're layering insurance, on insurance, on insurance with every everything we can do. So not only from a corporate standpoint of the company, and the asset, but also the tenants and the security deposit. So that's four layers of insurance.   Michael: Run that by me again, what rino does so so they are basically ensuring the security deposit, then you can make a claim for damage against that security deposit up to that limit.   Brian: Yes, yes, absolutely. That's exactly what they're doing.   Michael: And what about the tenant that goes haywire, decides I'm gonna stop paying rent? I'm not paying this right. No nonsense. So they stopped paying it. They've paid six months to date. How does that work?   Brian: Yeah, we make a claim. Like if, and so we're, we're on top of our rents and our tenants. And it's in our lease that you have to pay all this stuff. And they do. And if they don't we just make a claim immediately.   Michael: And how is your claim experience spin with those folks?   Brian: We haven't had to make a claim yet. But the person Yeah, the person I learned this from, he turned us on to it. And we're like, what, have you ever made a claim? He's like, Yeah, they paid us in four days. I'm like, done. You know,   Michael: Yeah, I'm sold. I gotta go check this company. What's it called?   Brian: Say Rhino. Okay. And, you know, we looked into it. I did my research on it. I think they just did another round of fundraising. And we were sold. We've talked to him, they're easy to work with. They won't reject any of your tenants regardless of credit. As long as you approve them, they're approved. So I take it look, yeah, no longer holding escrow and no longer dealing with security deposits. Let them deal with it. And our experience so far has been great. Let's knock on wood. I don't have to use it. But if I do They'll also pay attorneys fees. So, if you have to let somebody Yeah, go make a claim.   Michael: Man, this podcast just took a wild left turn, but I love it. I've totally here for it.   Brian: Yeah, it's, it's, it's great. And that all goes into ensuring our company, ensuring our tenants making sure everything's taken care of, but also protecting us, because we have put a lot of money a lot of time into these assets. And, you know, we want to protect those assets.   Michael: Yeah, no, it makes total sense. Speaking of Brian, let's talk about this topic for a minute, because you're another good person to ask because you have both short term and long term rentals. Do you see a difference in risk exposure between the two and grouping both asset classes in us in the same LLC?   Brian: No, I don't. The only risk that you run with short term rentals is the seasonal market. In that, you know, we were just talking about Gatlinburg, you know, and people don't realize that the high season is actually summer in Gatlinburg, and it's not winter, which is kind of weird. But yeah, people don't want to go to cabins in the winter. So you've got to be able to weather those low months. But no, I would keep both assets in the same LLC if it's in the same geographic area for me.   Now, that's not to say it's not right for you. And you know, we could also talk about what's best for you. But no, it doesn't matter to me. Because for us, as everything flows up into our tax structure, we've created this, this LLC step tax structure, that everything flows to the top as a pass through. So everything's flown to the top and the parent company pays all the mortgages on everything. So if you have long term rentals that are just, you know, clicking along and you have a week, month, say in Gatlinburg, like we both know that January, February is a week, month in Gatlinburg. You know, there's plenty of money just to go ahead and pay that note. So that's, that's how we do it. And that's what I encourage clients to do. Because you're, you're not really breaching the corporate veil of everything flows up in the parent company's paying for everything. And that's how we structured it. So we're still, you know, adhering to the corporate formalities, respecting those corporate formalities, and everything is paid from the parent company.   Michael: Okay, cool. And then from like a legal risk mitigation perspective, short term rental doesn't sound like it poses any additional risk as compared to a long term rental.   Brian: No, I wouldn't think so. Because the the management companies and I don't know, if you use the management company, but they have them sign all these documents, and they have their own attorneys, or all these waivers in there, and they have to put a security deposit down, you know, to rent the property and, you know, a cleaning deposit. And there's so many different deposits that we tend to get good renters at all the properties.   Michael: Okay. Okay, fantastic. And as someone is thinking about scaling their portfolio into multiple properties, maybe some different asset classes, from an entity structure, is there anything that they should be aware of, or they should be doing differently, if they've already, you know, started using LLC us in the past?   Brian: I would stay with LLCs. If you if you turn to like a C Corp, you get the double layer double layer of tax. If you turn to an S corp, I think you're gonna have to deal with more corporate formalities than you are with an LLC, an LLC is very flexible with what you can do with it. I wouldn't go with a partnership, a general partnership doesn't tend to have the protections nor does a limited liability partnership. You really want the corporate structure of the LLC to stay in place.   So there is no other entity out there that I would encourage people to use other than the LLC. You know, reasonable minds can differ on that. I wrote a chapter in the book on it. But at this point, I am not advising clients to use any other structure other than the LLC, it's very flexible, it's easy to buy and sell assets through and quite frankly, you know, it's it's easily respected in the state of Tennessee and in other states as well, I'm sure you know, LLCs are just common now, you know, as common now as s corpse were in the 60s 70s 80s and up to the 90s.   I would also encourage people to look at Wyoming, Wyoming is on the cutting edge of LLC formation. You know, they recently came out with a new type of LLC that has to do with crypto currencies and blockchain protections. It's it's crazy what they're doing out there. Tennessee follows shortly thereafter and we're all still trying get our heads around it because one, I'm not a crypto guy. I don't know a whole lot about it. But you're starting to deal with like blockchain technology for the way people can vote. It's, it's really fascinating. So I do like Wyoming, I have a Wyoming LLC for one of my assets. And, you know, it's a great state as well.   Michael: I dig it. You mentioned your book, let's talk about that for a minute. What's it called? Where can people find it? And what should they expect to find if they get a   copy?   Brian: Sure. It's, it's called replace your income, a lawyer's guide to finding funding and managing real estate investments. And they can find it on Amazon. Or they can go to www.BrianTBoyd.com. And they can order it through there. So the reason I wrote this book is because I'm having conversations very similar to what we're talking about now, about, how do I form things? What do I form? Why do I form it? Should I put all my assets in one LLC? And this book came about as a compendium of all those conversations I've had over the years with, with clients in real estate investing, how do they get started? How do they find properties? How do they get a loan? You know, what kind of loans are available? What platforms do I use? Do I do I use, Say Rhino? Or do I use Bildium? Or, you know, what's available? How can I do this using technology to leverage efficiency here? And so it's 13 chapters on all of that, including tax benefits, finance tips, how to structure an LLC, what you need to think about when you're putting together an operating agreement? You know, what's the difference between an operating agreement and bylaws? What's the difference between a charter and an articles of organization. I try to break it down. As if I'm talking to my 11 year old son, anybody can understand it. And that's what I want people to know about this book. It's, anybody can invest in real estate. You don't have to be a professional or have, you know, a six figure income, you can be a college student and start house hacking. You can easily you know, get a loan go buy a small two bedroom, one bath apartment somewhere, and get a roommate, move a roommate and then charge them rent and now your house hacking and now your real estate. And so it's possible for everybody.   Michael: Yeah, I love it. I love it. Brian, curveball question here. What's the best compliment you've ever received?   Brian: That I married up?   Michael: Is that Is that a compliment to your wife? Is that a sort of backhanded compliment to you?   Brian: It's probably a backhanded compliment to me, but I I, I could not do what I do without my wife, my wife is, you know, she's an inspiration. She basically runs the entire company. She only lets me talk to people if she can't figure it out. And she is the backbone behind this company. And the funny thing is, I had to drag her into real estate investing, I kept telling her about all the tax benefits of this honey, we can, we can make passive income. And, you know, let me tell you about appreciation and depreciation and how we can, you know, offset some of our income taxes. And she didn't believe me. Now, mind you, I have a master's degree and like, I went to school to do this. And I actually did this for a living for years. And somebody handed her Rich Dad, Poor Dad, and she read it and we're lying in bed when I was like, Hey, did you know that? If we did this, we could pay for a car?   I was like, yeah, she's like, did you know we could write our phone bill up? I'm like, Yeah, I did. She's like, did you know like, we could buy a computer and write it off in one year? I'm like, yes. I've been telling you this. And she doesn't believe it coming from me, the guy who has two graduate degrees and does it for a living, but she believes it from the guy that wrote the book, and I'm like, Okay, well, maybe I need to write a book and she'll she'll listen to, but she still doesn't listen to me. So it is what it is. But she she runs this company. And you know, I couldn't do without her. So when somebody says, I'm married up, I'm like, Yeah, I did. And I'm very lucky I did.   Michael: Amazing. So amazing. Well, Brian, that brings up maybe my last question for you. Before I let you out of here. I think there are a lot of folks probably listening to this that have a partner significant other that aren't interested or aren't involved with a real estate investing, but they would really like them to be or they need them to be. And so you went through this struggle with your wife, how how should people be thinking about bringing their other partner into the fold?   Brian: What I would tell them is you don't have to buy the book. You can look online and see the tax benefits of it. Is that You're going to create positive cash flow. And you're going to create tax deductions that's going to offset not only your cash flow, but your current income tax liability. So if you would like to pay less in income taxes every year, look at real estate investing. Look at it. You know, if you decide not to do and it's not for you, okay, don't do it. There are other things you can invest in. But our Congress has codified our public policy of investing in real estate in our tax code. It is there for you to take advantage of, look, when it comes tax time every year, I always kind of get a little tense, but then I'm like, Okay, well, let's go go buy another property. And then we can cost segregate that property, accelerate the depreciation, and create a larger tax deduction for ourselves, and it's not so painful come tax time.   I'm sure you know that as well that, hey, we can cashflow this property. And, you know, the government actually is encouraging us to go buy real estate, the government is encouraging you to succeed. And that's all I want for anybody is to succeed. You know, this book, I think it's 19.99. It's a lot cheaper than sitting down with me for an hour. And this is everything I've already talked about with people, and I do on a regular basis. So if your spouse is struggling to get on board with your idea of real estate investing, you know, maybe buy the book for them and show them that, hey, this is possible.   You're talking to a guy who worked two jobs to put himself through law school, and then two jobs while I was in graduate school on top of that, and I'm still paying off student loans. But you know what, I paid off a student loan last week. And I did it because we got a refund. That came back to me as a result of the deductions I have through real estate. And the first thing I did with that check was, hey, it's enough. I'm going to pay off that loan. And I did. So it's, it's a real example of how real estate can affect your bottom line.   Michael: I love it. That is awesome. And congrats on getting that loan paid off. That's really exciting.   Brian: Oh, thanks so much.   Michael: You got it. Brian, we're gonna get you out of here. If people want to continue the conversation, learn more about you. What's the best way for them to do so?   Brian: They can get in touch with me at the law firm. The website is www.BoydWills.com. And, you know, you can reach out to me on the Brian T Boyd, Facebook page and on Instagram.   Michael: Okay, amazing. We'll be sure to do that. Brian. Thanks again for sharing some amazing wisdom man. Appreciate you coming on. We'll talk soon.   Brian: Thanks, Michaels. Good to be here.   Michael: You could take care.   All right, everyone. That was our episode. A big thank you to Brian for coming on and sharing some wisdom about LLCs asset protection, tax benefits and some loopholes that we can take advantage of as real estate investors. As always, if you enjoyed the episode, feel free to leave us a rating or review wherever you get your podcasts and we look forward to seeing on the next one. Happy investing

The IEA has a number for the required solar to halt climate change and it's being built right now! Heat waves make people angry, Californians respond to text alert to save power and blackouts were averted. Tesla's production cost per vehicle is 42% of what it was just five years ago and it's not due to falling battery prices. Some grids in the US have so much excess power, prices are often going negative. They pay you to use power. This is going to become common as we move forward with decarbonization. The specs for the Chevy Equinox have been announced and it's clearly going to make the Chevy Bolt EUV obselete instantly.  James's son's geology professor says there's not enough lithium for 100% electric car sales. He's wrong. Thanks for listening to our show! Consider rating The Clean Energy Show on iTunes, Spotify or wherever you listen to our show. Follow us on TikTok! Check out our YouTube Channel! Follow us on Twitter! Your hosts: James Whittingham https://twitter.com/jewhittingham Brian Stockton: https://twitter.com/brianstockton Email us at cleanenergyshow@gmail.com Leave us an online voicemail at http://speakpipe.com/cleanenergyshow Tell your friends about us on social media!   Transcript of this Episode Brian: Hello, and welcome to episode 131 of the Clean Energy Show. I'm Brian Stockton. BBC News Anchor: We're interrupting our schedules for the following announcement. Buckingham palace has announced the death of Her Majesty Queen Elizabeth II. Brian: What is this, the London Bridge protocol? James: Yes. We've been waiting decades for this, and it's finally happened. Brian: No. Podcasts do not have to follow the London Bridge protocol. Come on. They don't it's fine. But I will say the Queen is dead. Long lived the king. James:I'm James Whittingham. This week, my son's geology prof says there's not enough lithium to go 100% electric anytime soon. I promptly advised my son to quit university and educate himself on Facebook. This week. California didn't have enough power. While other grids in the US. Have so much excess power, prices are often going negative. If I can get the grid to pay me to use my fancy coffee machine, I'll be rich. Tesla's production cost per vehicle is 42% of what it was just five years ago. And it's not due to falling battery prices. It's actually Elon Musk not having to buy horses anymore due to the woke mob. Okay, I don't understand that, Joe. Really? No, I don't. He got a massage and promised a woman a horse. I got it. The California power grid avoided severe blackouts after sending a text alert to citizens. The text said, you up, followed by turn off your lights. All that and more on this edition of the Clean Energy Show. And Brian, this week we also have something from Bloomberg opinion that says the energy transition and its supply chain are at what we need to beat climate change. Already. It's already being constructed. It's quite remarkable. Even apparently, lithium. Yes, high temperatures are making people angrier online. And how are you this week? I'm good. So here's my two updates. I got the latest full self driving update on my Tesla, which is it a big one. Yeah, it's a big 110.69.2. This is the first update I've had since actually getting the full self. Oh, I didn't know that. Yeah, it's the only one I've had since getting the full self driving software. Only had it a day, only used it once, and it still did that. Same thing where a lot of our streets don't have a line painted down the middle, and it's two lanes, and it started to drift to one side, so I canceled it and just kept driving. Well, Joy? Yeah. And he says they're going to be out by the end of the year. Come on. Yeah, well, a lot of the testing miles have been done in California, so it sounds like the software works way better in California. And we are, sadly, many miles from California, so it's going to be a bit of a struggle here for a while, I think. Do they paint the streets of California? Is that the issue? We don't paint them here. Yeah. Well, I'm assuming all the roads are better in California, but the grass is always greener, as they say, although not during a drought. But anyway, my other updates so I think I said last week, I've applied for the Greener Homes grant, which is Canada's subsidy for retrofitting your home to put in clean energy stuff, insulation. And I'm still hoping to do a heat pump, an air source heat pump for my house, get rid of my furnace. So the process is moving. I've been approved. I'm in the program. They can't do the blower test. So what they do is a blower test on your house to test the tightness of the house, and then you do the upgrades, and they do another one. But because our ceiling, the drywalls opened up in the ceiling in the kitchen, because we were trying to fix those leaks, they can't do the blower test right away. But anyway, I just wanted to mention that I am hoping to go through this process. This is what it's available in Canada, and as we've covered on the show before, the new Inflation Reduction Act in the US. If you're in the US. There's lots of kind of similar subsidies for home improvements and upgrades and energy efficient appliances and vehicles and everything. And of course, different states and different provinces all have incentives, too. And like, our natural gas utility has a little bit of incentive to go to higher efficiency furnaces, gas furnaces and stuff. So anybody listening, always check your local area, your local state, your local province to see what the possible subsidies are. Okay, well, the Chevy Equinox, they finally announced the specs on it. Yeah. So this is the next big electric vehicle from General Motors, which is an SUV that's going to be at a reasonable price. They said this is a small SUV under $30,000 US. Is that cheaper than the Bolt? It's not cheaper than the Bolt now because they lower the Bolt in the US. But the equivalent Canadian pricing would put it lower, I think, than the Canadian pricing, current Canadian pricing of the bolt and worldwide as well. Yeah, and if that's the price for the Equinox, one would think they would eventually drop the bolt below that because that's a smaller car. The Equinox is actually making it hard for me to buy a Bolt because of two reasons. One, it'll render the Bolt obsolete. Even if it's really close in price, it's a bigger vehicle, seems like a better vehicle. It's not as well fitted. Maybe they have some bare bones stuff with the base model. You get a power driver's seat on the base model of the boat and a few other nice things. In Canada, you get ten years of connectivity, or eight years of connectivity. A long time of connectivity. Maybe it's five, but it's a few years. That cover most of your ownership, usually. So I'm just worried about it. Plus, they got the LTM battery pack with that. So that should be approved to charge faster, three times as fast. Peak charging doesn't mean that it's going to charge three times as fast, but the peak charging is three times as fast. So that's what the big drawback of the Bolt is. Well, it's size and it's charging speed on the highway. Well, and I think we're still in a situation where if you decide you want one, you're going to have to head down to GM as soon as you can and kind of put down a deposit because the supplies are going to be limited, especially where we live. So I think that's going to be the situation for the next couple of years, no matter which electric vehicle you decide to buy. And it's going to be at least two years before I get a base model of the Equinox. But let's say I have a four year loan or four year lease of a Bolt. Maybe leasing is the way to go because the Bolt could be under severe price pressure. Right. If the price does go down and I bought the vehicle, then I've got like a dud on it when I'm trying to sell it in three or four years to get an equal option, but at least would give you a sort of a guaranteed buyout price or something. Yeah, but at least they're not too sexy with their offers on the leasing right now. So I really don't know what to do. So I got a message from my son at his geology class. It's not basic geology, it's engineering related. Geology is something that requisite that he's taking. And he says the prof was going on about not having enough lithium. Like this was the day that California solidified their 100% electric vehicles by 2035. Well, he says there's no way, no way in hell, because there's not enough lithium. He's a geologist. He knows there's not enough lithium. That's not true, though. No. From what I understand, and I'm not a lithium expert, but apparently you are, it's not so much that there's plenty of lithium. It's the processing of the lithium that's the difficult part to make it usable for batteries. Yeah. So I looked it up, and I found some sources in the journal Nature, and lithium itself is not scarce, as you said. But a June report by Bloomberg New Energy Finance estimated that the current reserves of the metal are around 20 million tons. And that's not enough to carry the conversion EVs through to mid century. So the actual amount there, it's the refinery of it, the mining of it. He said it takes ten years to mind to get well. Do your math. It's more than ten years away, and we're going to have a story later about the solar supply chain going gangbusters enough to actually beat climate change. And where there's a will, there's a way. And this is what's happening. Solar is ahead of everybody else. But batteries are coming now and there's money to be made. So presumably if there's money to be made, it seems possible that there will possibly be some lithium bottlenecks where we won't have all that we need. There was an announcement from Tesla recently that they are trying to get a lithium mine or processing plant going in Texas. So the fact that Tesla is getting into it indicates that, you know, maybe they are worried there's not quite enough lithium, but it's all part of the ramp, so I'm not worried. But, hey, I'm not a geology professor, and we're also going to talk about Tesla having an advantage because five, seven years ago, musk was talking about lithium and he was on top of this, wasn't he? No, I mean, this is the advantage of Tesla, is they've been working on all of these things for at least a dozen years now. They've got a nice head start in figuring this stuff out. We were just before we went to record, there was a threat in California of power blackouts, wasn't there? Yes. So they've got a crazy heat wave going on there and they were predicted just at the time that we were recording. They had managed to stave off blackouts for the previous couple of days, but it was all coming to a head just as we were recording our show last week. And they saved the grid. And how did they do it, James? They sent out a text message alert. Yeah. And Brian? It worked. It totally works. It's a crazy thing. It worked. People said, okay, I will turn off my draw up for a couple of hours, or whatever they do in California. And it worked. Yeah. No, I thought that was quite remarkable. There was some graphs posted online of, like, exactly when the text went out and how power dipped. Obviously not everybody's going to listen to that, but that is one of the advantages of everybody having a cell phone here in our province. We had a bunch of emergency alerts for safety reasons a couple of weeks ago, and they were quite alarming to get. Definitely necessary for everybody's safety. Certainly I want to be informed and stuff like that. So if you and I were living in California, we would absolutely have gone and turned off some lights, turned off some power hungry things, and clearly enough people think like us and did that as well. So I've got a pool pump running, right? Yeah, it's about 1000 watts. Wow. Yeah, it's not fun. Swimming pools are not the most environmental thing there, but heating, although you do run yours with thermal solar panels. I heated with solar, yeah, but there's chemicals and water. I should probably do an assessment of that and compare it to having a hot tub, because maybe a hot tub is more my thing. I like the freedom from gravity, Brian. That's what I've been really enjoying the last couple of years is the freedom from gravity. The fatter you are, the lighter you are in water. So I figure I wave it as much as I would on the moon. And can you put a bunch of salt in the water and be even more buoyant? You could, but I wouldn't be able to touch the ground and I don't think I would be walking around floating like a bob, bobbing up and down like a buoy. That's a horrible sight, especially in my speedo. I just bought a bunch of chemicals even after I closed the pool, because I had to. I have to keep it treated until it freezes. And then in the spring, I have to treat it again and kill all the LG. You have to do that with a hot tub, but it's less. But then you heat it. And I can't heat it with heat, with solar panels, but I can't heat it with my thermal heating. Anyway, the pool is closed in winter is here. And that emergency alert that we had, a Saskatchewan resolved itself. The person was caught and died in custody, for what it's worth, but I won't dwell on that. The fact is, Brian, 500,000 homes in California and businesses have been warned that they might lose service. And within five minutes it was all but over. That's all tough. It's five minutes. Maybe people are more conscious of energy demands these days. We never used to think about it before, but maybe now it's not such a crazy thing to send in a text. Yeah, I mean, I think maybe they'd run into problems if they were sending out one of these alerts every couple of days. Eventually people would get tired of it. But if they can limit themselves to once or twice a year, then they can keep people's attention and they'll do it. Maybe we'll have smarter homes. Like my pool pump runs on a smart timer, a smart switch. Maybe if I connected that to the power utility and allowed it to turn off, things like that, I don't know what else it would be. My air conditioner thermostat goes up a degree. Yeah, something like that. Well, actually, Apple has announced a new feature coming, I think with the next update of their iOS, their mobile software is apple is actually going to have a thing where your phone will only charge when there's the maximum amount of green electricity on the grid. They're going to figure out that's cool. Why don't we have a story about that? What's wrong with you? You're the apple guy here. This is it right now. Sorry about it. Tell me everything. Presumably it will figure this out for each jurisdiction because the grid is different every place. But yeah, it'll figure out when there's the most green power on the grid, and it will only charge your phone during that time. See, phones take a lot of power now. They take 20, 40, 50 watts, some tablets take 100 watts. Yeah, that's getting a little bit more serious, especially since we don't have 100 watt light bulbs anymore. We have Led light bulbs. No. And when you think about pretty much every single human being in North America has a smartphone. That's a few hundred million smartphones just in North America. So, yeah, that's a lot of juice when you add them all together. But I've said this before on the show, that I wanted to know when is the greenest time to charge my car? Because we live on a power grid that has 45% coal, something like that. And I want to know, is there more hydro in the mix at three in the morning than, say, if I plugged it in and charged it at seven in the night or something, or even during the day, the business day, and I couldn't get a response from the utility source power. I want to know that. I don't know if they know that. I hope they know that. But yeah, that's a very interesting question. So we'll have to see if Apple figures out our jurisdiction. Yeah, I'd be curious. Maybe they'd listen to Apple and not you. Well, maybe Apple figures it out and then I'll learn from that. And you will know when to charge our cars, because all electric cars have preset timers on them that you can do. A lot of them you can do from an app. And I don't have an app for mine because I bought the base model, but I do set a timer on it every time. Millions of Californians, though, received these alerts that the grid was apparel. Millions of them. Right, interesting. I just wonder, though, if we can integrate our homes into the power grid better, because we're getting smart meters on our house. So that tells the utility what's going on faster in real time. And maybe they can say, well, Joe Schmo at 205th Avenue uses a lot of electricity between five and seven, and he's crashing the grid. Maybe he could find something to cut down on, and maybe they wouldn't send an alert to somebody who has a trickle of electricity because they're gone during that time. Well, that makes me want to skip ahead to one of the stories we were going to have this week again from Bloomberg. And this is about negative power prices. And I've heard about this in the UK and in other jurisdictions, but I didn't realize it was happening quite so much in the US. And so this definitely relates to what we're talking about now. I think basically what you're just asking about here is basically the grid just isn't smart enough yet. It will eventually get there, and it's also not interconnected enough. So in the US, there is seven different utility grids and they're not all connected. It's basically seven regions of seven grids in certain places at certain times. There's excess wind and excess solar. So much so that they have too much power at certain times of the day. This results in negative pricing and encouraging people to just use extra power. And if the grid was further developed, was smarter, there's more home batteries connected to the grid, there's more EVs connected to the grid, and all of those can go either into the grid or out of the grid. That's going to eliminate these problems. So once you start hitting negative prices, boom, that's when your car charges. That's when your home battery charges. And it's coming, it's just going to take a long time. I thought we'd talk a little bit about Tesla this week because there's a lot going on and it's kind of interesting. One thing that I'll start with is a bit of information I learned on Twitter, and that is, you know how supercharger pricing is creeping up, right? It's getting more and more expensive all the time that Tesla sets the price for the superchargers. Yeah, it was super cheap. When I got my car two and a half years ago, it was almost nothing, just a few bucks a charge. And now it's more like 15, $20 a charge, which is annoying, but it's still way better than gas. And it is what it is. Well, now they're saying that it's now the equivalent of a 30 to 40 miles per gallon gas car, which isn't even that great because the Prius is 50 miles per gallon. So it's saying it's like that. Yeah, that's supercharging. By the way, November, you don't always supercharge. You mostly charge at home if you can. Yeah. So that's the caveat there. Yeah. So, yeah, it sucks to pay that much when you're on the road, but still way cheaper than gas. Yeah. And electricity is usually a lot cheaper at home. Plus, if you're like us, you have the option of making it even cheaper by if you can invest in some solar panels and you have a good enough situation with your local utility. Yeah. Martin Avisa, the vice president of investor relations at Tesla, said Monday during the presentation at the Goldman Sachs tech conference in San Francisco, tesla currently has all the supply it needs. This is courtesy of Business Insider. This is an interesting statement. This is a shift from Tesla is always supply constraints with their batteries. Now they have all they need. What happened? Well, it's just all that groundwork that they laid is starting to pay off, which is they basically just saw this coming before everybody else. And it's an obvious thing to you and me, it's like, okay, well, the world needs to get off oil. So what do you do? You do the math and it's like, well, guess what? We need an insane number of batteries. And Tesla figured this out ten or possibly as much as 20 years ago. And so they've been working on this problem for ten or 20 years, and they're just far ahead of the game because that's always been their ethos. It's like, well, no one else is doing it, so we have to do it ourselves. Since they were the first ones up to bat, as it were. So they've just got a big head start, and the other players are figuring it out too. And as we always say, there are announcements every week of new battery factories and such. So as a Tesla investor, it's great news that they are not constrained by battery supply. They're buying them from everybody that will sell them CATL and panasonic. And as well as starting to ramp up their own batteries, we're hitting the S curve of EV adoption, and it is constrained by supply. Yeah. If I want to order the bolt, I have to wait months and stuff like that. It's not just a chip shortage, right? Yeah. And I think there is still a bit of a chip shortage. So they didn't say, like the last I heard was that the chip shortage was the limiting factor for Tesla. They had enough batteries, but they were still a bit iffy on the number of chips. But this more recent statement suggests, okay, well, maybe they've got enough chips now. Well, the statement says, for the first time I can remember, we can access all the supply we need for both businesses. This is something startling as well. The price of manufacturing is only 42% of what it was five short years ago. And it's not due to battery prices falling as expected. It's due to factory design and large castings, like making one large piece of the car instead of a whole bunch of little ones. Efficiencies. Like that. Yeah. All the stuff they set up ten or 20 years ago is starting to pay off. That also makes me think they're making a killing on the markup. So the cars that they make in California at Fremont are a lot more expensive than China. Obviously, Santa Monroe thought they'd be 20% less than China, but they say also in Germany, they're cheaper to make in Germany as well. Yeah, just because it's the new factory with the new design. Their original factory in Fremont was something that they bought from somebody else and kind of had to repurpose it, and that kind of gave them the knowledge to, okay, if we're going to build this stuff from scratch, what's the better design, the more efficient design? And that's what they've got in Texas and Berlin and wherever else they might be building in the future. Yeah. So we have Tesla factories in China, in California, in Austin, Texas, and in Berlin, Germany, and who knows where else down the line. But those are the main ones that are coming online and starting to hit their stride in production, right? Yeah. And really, I think that would be the case if any Automaker was kind of starting up. Now, the problem that the legacy Automakers have is they've been in business for 100 years and they've been doing things a particular way. The businesses have grown in a particular way, and they don't have the luxury of just blowing everything up and starting over again and building new factories. They've kind of got a jerry rigged as they go along. So that turned out to be Tesla's big advantage, was the ability to start from scratch like that. Of course, it meant they nearly went bankrupt several times, but once they passed, once they got over the hump, it's all gravy from this point. Well, I thought it was interesting to know that 10% of the batteries are going into storage, because we had an email about that last week. I think there's an insatiable demand for storage as well. Obviously, it's just a matter of price. When the price hits a certain point, it's going to go crazy because the grid is greening and we need that storage. For yes, and from what I understand, they would maybe do more than 10% of the batteries to storage, but the profits are just way better in the cars. So 10% is all they can manage right now, but eventually more batteries, more grid stores, etc. For so you're basically just selling the batteries with a little bit of equipment, whereas the car is the batteries with a lot of equipment. And so the mark up comes from the bigger spend. So, yeah, it's quite remarkable. And it makes me think that the other manufacturers might be further behind than I thought, which is good if you're a Tesla investor like yourself, because the demand for electric car, man, I tell you, I see so many Teslas, I keep thinking it's you. And it's never you. It's never you. No. I was driving with my partner the other day and I said, look, I have an announcement to make. I'm now going to stop pointing out every Tesla that I see because it's just become too annoying. I used to do that. Hey, there's a Tesla. Hey, there's a Tesla. No more. So, yeah, if you're new to the podcast, full disclosure, I am a Tesla investor. Yeah. Wow. That's actually a big announcement, Brian, because I haven't stopped doing that, and my daughter hasn't stopped doing that. And sometimes she'll text me Tesla. That's what she'll say in the text. It's the punch buggy of our time, really. Exactly. So the supercharger, version four is apparently being set up in Arizona with a mega pack. That's the grid size, truck, container size, storage of batteries, and solar, which is something that Elon has been promising for years, that all superchargers would have a solar installation either adjacent to them or right on top or around them. No, that makes sense. We always see those renderings of the car park of the future where there are solar panels. You park underneath to protect your car from rain, but you also get some free solar charging. So eventually I think most car charging spots will include some solar. It's probably never enough to actually fully supply the cars, but that's fine. So we don't know the speed, the maximum charge rate of these new chargers. In fact, has there even been an announcement on it? I mean, what do we know? No, we don't know too much other than these are going to be prepared for cars other than Tesla's. More so than the other ones. There was going to be maybe a second cable, but now it's sounding more like it would be an adapter. There will be an adapter included with each one. So we think every Tesla charger can be adapted to charge non Teslas, but these ones are going to be designed that way. I wonder how they'll do that with the adapters so people don't steal them because they're worth hundreds of dollars. Yeah, hooked on with a wire or something. I don't know. Maybe lots of video cameras, too. We don't know the charge speed, but what's the maximum charge fees of the version three? It's currently 250, but we believe that even on the version three chargers, they can probably up it to 300, 350, but they haven't done it yet. So most of the third party chargers that are out now, let's call them non Tesla chargers, do 350 like the Electrify America or they are capable of they don't do 350, but they're capable of it. That 1350 is not too difficult to get to that's based on the voltage, I think. So supercharger V four is out and I guess they'll start testing them and maybe announcing what exactly they do. Everybody sort of expects that they'll bump it up a little bit, maybe perhaps for the cyber truck. What do you think? Yeah, like up to just 350 kw or something. Yeah. My car is limited to 170. Have not found that to be a real problem on the highway trips. So I think 250 is fine, 350 is fine, whatever they can do. So they're cranking out tesla's cranking out 6500 power walls. This is the battery packs for home storage a week and 9000 battery packs a week in Nevada. The battery packs are 9000 in Nevada for vehicles per week and 6500 power walls. That's pretty good. People are going to start buying these suckers and battery prices have to go down at some point if we don't run out of lithium. Geology professor they're testing new side repeater cameras with a wider field of view. What do you think of that? What's the deal with that? Is it anything to do with self driving improvements? Or is it just a feature for coolness, for having a better surround view of. The car? I would think it's probably both. I mean, there's always going to be upgrades, there's always going to be new camera modules available, so why not move to the new ones? This is the Clean Energy Show with Brian Stafford and James Whittingham. Every now and again, Brian a Twitter thread. Blows my mind, blows my little head. And this is one of those Twitter threads. It was from David Fickling, a Bloomberg New Energy opinion writer for Bloomberg. He says that solar is on an unstoppable path to solve climate change. And this is something that he didn't know. He's not telling us that. He said he looked into it, he talked to all the analysis and found out that solar is going gangbusters. And not only that, but it's enough to solve climate change on paper and then some by 2050. This is where we have to get to by 2050. He says there's more than enough being built now, basically, to be easily on that path. He says the energy supply to solve the climate is already under construction right now, and it's enough even if the current factories only run at 70%. So it's not like everybody's going to 100% and steam is coming out of the buildings and people are running around. It's like casual 70% is nothing. Anybody who runs less than 70% is not profitable. So he says, I was absolutely astonished to discover this. The solar supply chain we need to reach net zero is already under construction. Current planned and under construction capacity for solar poly silicon industry would be sufficient to support a solar sector producing nearly one terawatt of PV panels every year. That's 1 TB every year. So new solar only generates about 20% of the time. Okay, this is for reference. Nuclear does about 90%, 50% for coal and gas and offshore wind, which surprised me. I thought offshore wind was a bit better than 50%, and it's 35% for hydro. And onshore wind, 35% for hydro. I always grew up with the belief that hydro was a constant. They always say hydro is like a base power, but we're finding out with climate change and droughts that it's not and also seasonal. So it's not. So if hydro is only producing 35% of the time, of course pumped hydro works as battery storage because you just pump it back upstream. You lose 20% of your energy doing that, but batteries lose something in the hand off, too. So, yeah, it makes sense. Pumped hydro is hydro that doesn't depend on nature. This is one terawatt. It's equivalent to 5.8% of annual global electricity consumption. That's right now, right now, every year we are going to make 5.8%, almost 6% of global energy production in solar alone, starting very soon. Not in the 20, fourties very soon. That's amazing. To give it in a bit more context, he said the IEA last year worked out what you need to do to get to net zero this is the International Energy Agency. We worked out last year what you need to get to net zero by 2050, which is our target for climate change, to keep it at 1.5 degrees of warming and start to bring global warming to a halt. Instead you would need an average of 63 year installed between 2000 and 32,050. And he says one of solar alone is getting output now very soon. Under the construction is there to have one terawatt every year. So current polysilicone capacity construction is about $20 billion more than the current production at factories and constantly underestimating growth. Five years ago, the IEA estimated what the solar capacity production would be right now and they are 40% low. And it's the big underestimate of everything we do talk about on this show. So regulatory roadblocks, though this is caveat, are likely to be bigger bottleneck than the supply chain because wind has a lot of regulatory roadblocks and bottlenecks, I guess things like that. Mining too, like we were talking about lithium. Part of it is the permitting process for processing lithium and most panel construction production rather is in China. So political issues could arise. But the gold rush on poly silicon will likely cause prices to crash even further. So this is very positive for the world and it's hard for us to say that the technology and prices are going to solve climate change because the people who are at the forefront of that are hopeful. But it's just hard to say that. But it seems like there is a lot of positive news and this is basically the thesis of our podcast that prices of the technology we talked about is going to change the world and perhaps save it. Yeah, clean energy will win because it's better and cheaper. High temperatures are making people angrier online. So this is another article from Bloomberg. Somebody did a study about when temperatures rise above 30 degrees Celsius or 86 Fahrenheit, hate speech increases on social media when the temperatures go above 30 Celsius. You're kidding. This is maybe not too surprising. I mean, people get hot and they get angry. Actually makes me think of you remember do the Right Thing, the great Spike Lee film from 25 years ago or so. That film takes place on the hottest day of the summer in Brooklyn, right? Yeah. Tempers start to flare because it's so damn hot. And so I don't know, it's maybe just common sense, but somebody did a study and this is a thing that you can measure. You go on social media and you can evaluate the posts and absolutely more hate speech and bad behavior when the temperatures rise. And with climate change, the temperatures are going to be rising more often. You know, whenever there's the first hot day of a season or a hot day after a cold snap, I find that people have road rage around here a lot. Yeah, the speeding and I think the police should model on forecast and other traffic enforcement. Brian, it's time for what do you think? What do you think? This is where I asked Brian what he thinks about topics that I am unsure of. BMW confirms it will adopt Tesla's four six, eight cell format pledging billions of dollars for six global factories. What do you think? Yeah, it sounds like a smart idea. I wasn't sure everybody was going to adopt up the Tesla 46 80 sell. I mean, it'll still be one of many, I guess, but it's a very new form factor. So interesting that other people are adopting it. Electrify America is rebranding it's 350 kilowatt and 150 kilowatt fast chargers and the one will be hyper fast and the other will be ultra fast. Do you know which one is which? I don't know. I think those names are useless because who knows what's faster, hyper or ultra. Tesla solar now has to come with powerwall. So if you buy solar from Tesla, you have to get a powerwall with it, which aren't cheap, by the way. There are thousands and thousands of dollars. I don't know why. What do you think about that? What's the point of that? Well, I mentioned it has to do with their limited ability to they've had some difficulty expanding their solar, so I don't know, they've crunched the numbers and they can only serve a limited number of people anyway, so they might as well do it the way they want to. Elon Musk still says that 6 billion Tesla FSD full self driving beta miles driven by consumers like yourself are necessary for global regulatory approval. Do you know where they're at now? What does that mean? Yeah, it just means there's a lot of miles before it's going to work or what? Yes, I'm surprised that there's any kind of a number attached to it. I mean, the main thing is the software has got to work, so who knows how many billions of miles they're going to need. And they can't process all the data from all those miles, so yeah, I'm not sure what that means. All right, let's briefly dip into the mail bag, Brian. And also the lighting round is coming up later in the show where we'll skip through the rest of the week's headlines. Dear Clean Energy Show, I am an autistic boy named Name withheld to talk about ammonia and hydrogen vehicles in your podcast. Here are some videos about it. And he gave us about 90 links to YouTube videos. And I'm not even exaggerating, there is dozens and dozens of links that he gave, which is great. And he says, credit me under the alias Clasol Blano for giving you the suggestion and the research, please. Fame isn't for me. Have a nice day, gentlemen. That's one of the problems when people write into the podcast, Brian, is fame, instant fame that you have to deal with. And fame is not something for everyone. We understand that it's very fleeting. Very fleeting, yeah. But I definitely want to know more about ammonia and hydrogen. Those are both interesting possible things that can be done green in the future. Absolutely. And we will use some of your research and look at it. And we are hoping to know more and talk more and have some interviews coming up as well, perhaps. So we like to hear from you. Contact us cleanenergyshow@gmail.com. We're on Twitter and TikTok. Hello. We're everywhere. Brian, don't forget our YouTube channel and our Speak Pipe Cleanenergy Show is our handle on Speedpipe.com Cleanenergy Show. And now, of course, it's time for the lightning round. It's time for the lightning round. A fast paced look at the week in clean energy news. And Brian, this week, this year, rather, germany moved to a goal of 100% renewables by 2035. They doubled the goal for onshore wind, tripled solar goals, quadrupled offshore wind guards, all in the space of a few weeks. Thank you, Russia. Thank you, Putin. Yeah, that's working out great. Under the climate change file, unprecedented floods killed 1400, injured 13,000, and damaged 1.17 million homes and destroyed another half million more and washed away livestock and crops in Pakistan, something we haven't mentioned on the show and is under reported in the news. Perhaps we did mention it briefly a couple of weeks ago. I know, but it's true. This is a massive story and all of our thoughts to people in Pakistan dealing with that horrible tragedy. And it's time for clean energy. Class Fact. Brian, a single Tesla megapack. That is the semi truck size utility megapack and hold enough energy to charge how many Tesla vehicles? 40. That's not bad. I mean, the battery packs and cars are pretty big, so, yeah, that's good to know. From Electric Autonomy, Canada. Toronto Fire Services, Canada's largest municipal fire department, is buying his first electric pumper truck. Unfortunately, it'll cost twice as much as a standard one, $2 million. What do you think of that? Wow. I mean, more upfront, but probably cheaper in the long run. That's usually how these things work. They told electric Autonomy, Canada. North American firefighters prefer something bigger and more traditional looking in the fire truck department. So we decided that we were going to build a truck that looked and felt like a North American fire truck, which sounds like it's overbuilt and it's just going to run an electric instead of diesel. Well, time for another clean energy show. Fast fact. In 2020, 70% to 80% of lithiumion battery costs were raw materials this year, but in 2010, it was only 20% to 30%. So, yes, the rest of the battery has come down the raw materials, not as much. But that just goes to show you that making a lot of batteries reduces the prices. Interesting. From Bloomberg, the United States is estimated to host about a third of global crypto asset operations. And get this, it currently consumes about zero 9% to 1.7% of total US electricity usage. Yeah, turn off your crypto in California when the power might go out. Guys, that's the first thing you should start in a clean energy future. Not a big deal, but right now, we don't need that. Panasonic scoped two potential sites in the United States, kansas and Oklahoma for a $4 billion investment in a new lithium ion battery assembly plant likely to support Tesla EV assembly in Texas. They initially selected Kansas, but after the big biden bill, the IRA, the Inflation Reduction Act passed. They said, what the heck, why not both they doubled it. They doubled just like that. There you go. Sign of the time. It's not the future, it's now. No more coal ruling. The EPA recently announced the living of millions of dollars in fines against companies for selling equipment designed to circumvent pollution controls illegal under the Clean Air Act. And I say, God bless you. About time. We don't want any more damn coal. Related that is our time for this week. We like to hear from you. Contact us. As I said, our email is Cleanenergy show@gmail.com. Get out your typewriter now and send us a message. We're on Twitter. TikTok clean Energy Pod. Don't forget to check out our YouTube channel because we are there in visual form and you can leave us a voicemail@speakbite.com cleanenergyshow. And we will mention your birthday on your birthday. And if you're new to the show, remember to subscribe to our podcast us, because every week you get more of this great content. And God save the king. See you next week.  

Consider Supporting Us For $1 A Month:https://www.patreon.com/himediaCheck This Link Out:https://linktr.ee/himediatvJoin Our Discord!https://discord.gg/himediaPodcasts:https://www.spreaker.com/user/haggardinnovationsSubscribe On Youtube:https://bit.ly/himvideoWatch Us Live:https://www.twitch.tv/himediatvSocial Media:https://facebook.com/HIMediaTVhttps://instagram.com/himediatvhttps://twitter.com/realhimediaMerch Store:https://bit.ly/himrktSupport HI Media!

Welcome back to Artbeat Radio! We had the opportunity to interview Ricky Mena! Ricky dresses up as Spider-Man, taking a therapeutic approach to enhance the quality of life in children who are terminal, battling life threatening illness, special needs, fostered, abused, bullied, and more. He has touched countless lives in his time as Spider-Man and has big plans to continue in the future. Listen in as we talk about his life, his work and his future plans.  You can find Ricky and learn more about him through his Instagram @Rickymena Thanks for listening and tune in next time! For more information about our organization, please visit our website www.ableartswork.org  Audio Transcription: (Please listen on Podomatic or Spotify to view the full transcript) *Intro music by Artbeat Radio staff*  Music, stories, and more! You're listening to Artbeat Radio, a program of Able ARTS Work.  *Instrumental spiderman theme plays* Renee: Ricky! Ricky: Hi Renee. How you doing? Renee: Hi! My name is Renee Morneau and how are you? Ricky: *laughs* I'm doing pretty good this morning. It's good to finally get on here and meet you guys.  Renee: Nice to meet you too! What is your favorite movie of Spider-Man? Ricky: My favorite Spider-Man movie?  Renee: Yeah Ricky: Oh, man. That's a tough question. There are some good ones out there but my favorite is one that is not a lot of other people's favorites, which is The Amazing Spider-Man two with Andrew Garfield. Renee: Wow! Ricky: Yeah. I've said that on other podcasts that are famous for like, you know, actual Marvel podcasts? And people are always blown away by that answer but- because not a lot of people like that one, but that's my favorite one. Renee: Mine too! Ricky: It is? Oh my gosh! Renee: I think me and you are a good common Ricky: Yeah, that's true. We're a good team. Hi Alison! Alison: Hi. How how did this all start?  Ricky: Well, it got started when I was at a very low point in life, so I wasn't doing good with money. I had just like, got out of a relationship where I thought I was gonna get married with this person and it didn't work out that way, moved across the country. Back to my hometown of Pittsburgh, California  Alison: I've been there! Ricky: You've been there? Alison: Yes! Ricky: It's a small place that no one knows exists, so man, so many connections today. But my friend said, hey, come on back to your hometown and you will help you get back on your feet. And they said you could stay on our couch until you get back on your feet. And for the first time in my life, I had to do that. And it took a lot off. A lot of pride for me to swallow, to do that, and after a couple months I was getting back on my feet. I became a personal trainer. I was training people in the gym and doing all that cool stuff and getting really in shape myself. And then I fell asleep on the couch one night and I had a dream that my grandmother, who passed away a couple months before, came to me. She put on this movie projector that put this like movie in the sky and it showed me Spider-Man visiting these kids in the hospital and he's just making them so happy in the dream. And I looked at my my grandma, who I called, who I called my nana. And I said, Nana, what does it have to do with me? And she said that is you when you wake up, that's what you're that's what you're gonna do. And so, I woke up with $300 in my name and I, you know, to my name. And I only had a car that I had paid off. And I looked at the car in the parking lot and I said I knew I was going to sell it. And because the dream felt so real. And yeah, so I've got a suit and two months later 'cause it took the gentleman 2 months to make it and I got it. And I started doing my work there. And then, you know, that's just the short of it. It was really hard getting started getting into visit children or, you know, special needs children or children on the spectrum and that's where my work really started. But it was hard to get started. 'cause everyone said no and then that all changed with how persistent I was and how much I showed- showed my intent on what I was doing it was not for me it wasn't for money it was just to help and I think it really after that. Alison: Guess what? I was born in Oakland! Ricky: You were born in Oakland? Can I tell you a guess what too? Alison: Yeah.  Ricky: The first hospital that I-I had to sneak into my first hospital, which I will not advise anyone to do! but I had to sneak into my first hospital at the orders of a mom who really wanted me to be there for her son. And it was in Oakland. I won't say which hospital, but I'll just tell you it was in Oakland.  How long have I been acting like Spider-Man? So how long have I been Spider-Man? I've been Spider-Man since 2014.  Renee: Wow, that's a long time.  Ricky: Yeah, it feels like a long time. You know what's crazy? In Spider-Man, in the movies, keeps getting younger. And I keep getting older, so it's tough.  Renee: I'm in a relationship. I have a boyfriend.  Ricky: That's cool. You would love my wife. She-I don't know if this is any one question later and I hope I'm not spoiling it- but she dresses as spider Gwen! Renee: Cool! Ricky: Yes, she's awesome! Renee: How many kids did you save when you visit the hospital?  Ricky: Oh well, I like the word you used, save? But I will say that, you know, one of the things of me being Spider-Man is that I don't. I don't have the ability to actually save anybody. And I really think that's important for people to know because that's part of real life, you know, there's the there's the movies, and then there's real life, you know, And so, my job. When I go into the hospital is not to save anyone. It's just to be there for the times that are really hard. And even though it's really hard to help people smile and to help kids really smile and that can feel sometimes like being saved. You know what I mean? It's like, if you have 30 days in a row that are just really dark and bad, and you don't feel good and then someone comes along or something happens in your life to where you're like “Oh my gosh this is the first time in a long time that I could feel the sun, you know that I could that I feel warm and I feel good about something” And one thing that does is it gives you hope. And. And the hope itself can save people, I believe, but I'm just a messenger of the hope. But to answer your question, I've been there for over 15,000 kids in seven years. Yeah, from uh, from the Bay Area, California, all the way to London. I did long time...a long time! it gets, it gets tiring, so you gotta pace yourself, you know?  Renee: Tell you why I said hi. That's all. Ricky: She's teaching right now. She's actually a teacher, so- Renee: Wow! Ricky: And she's out there, teaching. So, she's double awesome. She's going for her masters in school, and yeah, she's amazing on so many different levels. I wish she was here so you guys can meet her. But maybe that's for another time.  Renee: That's so awesome. Thank you, Ricky! Brian: Hi Ricky! It's nice meeting you. Ricky: It's great to meet you too.  Brian: How has your journey been?  Ricky: My journey has been a very long journey. It feels like it's been a very rewarding journey and also a very difficult journey. And if I'm able to elaborate on that just a little bit- Brian: Yeah, please! Ricky: Yeah, it's difficult. Because I visit, like I said before, there's children that I cannot save. I walk into the lives of children who are sometimes, you know, they're at the end of their life. And I know that's a hard topic, but that's something I do. And so that's when it gets difficult that it starts feeling-the journey starts feeling long. At that point, it's hard to come to terms with those realities, and especially when I become so close to everyone I come in contact with, I'm just-I'm a person who likes to open my heart to everyone. And but, the most rewarding is actually seeing that my presence there, even though it's just dressing as Spider-Man, you know, and being there as a friend. And you know, kind of giving these therapeutic services. In this unique way that I'm doing it- to see so many my presence just matter so much and I'm doing the smallest, most simplest thing. It's just being there holding hands, encouraging people and just kind of like implanting that hope. So, it's been a rollercoaster to sum all that up. It's been a lot of ups and downs. And uh, I just-the one thing I work hard towards every day is to find that new balance every day it's something new. Every year, it's something new. And I have to continually just try to find that balance for myself between my personal life and the life of Spider-Man. To balance those things, to still be able to retain an amount of joy for myself, to do the job, but also be myself, my joyful self and in real life too. So it's been hard, but it's been rewarding at the same time.  Brian: Yeah. Well, how do you about how do you balance all that?  Ricky: That's a very good question. How to balance those kind of things? And I'm sure you guys deal with that too. Brian: Yeah. Ricky: It's like, you know, it's balancing like this, that's something that's for everyone, not just me. It's difficult and it's a balancing act that will-if you can think of the balancing act as juggling and you have three balls that you have initially, right? And that's very difficult. And you're like, “Oh my gosh, it's difficult”. And so the more practice you have with those three balls juggling, you're juggling the better you'll get, the better you'll get. But then all of a sudden, life will throw a 4th. And so you're like, “Oh my gosh”, and you gotta rebalance and you got to-and so it's just not freaking out. When something new enters the-your juggling act and just allowing yourself being kind to yourself, give yourself some time. The world can make you feel like you have to rush and kind of and kind of be OK quickly. But that's not...That's not the path you wanna take. You wanna take your own time and do you wanna just-you know, I always say, listen, I always talk to people outside yourself. And if it helps talk to a therapist. That has helped me-has helped me so much, you know, talking to friends. But one thing that's helped me outside of that is exercise. In any way. Listening to music has been huge for me. Um, and then redefining your work. Your purpose. For me it's being Spider-Man. But for me, if I stay doing the same thing. Just all the time-if I did sit the same thing all seven years without any growth or kind of like throwing something new in there to challenge even just myself, or to just change the landscape of what I do for children. Then it would have just kind of got boring. I would have been in the same-I would have offered nothing new to myself or the kids, so it's like it's about challenging yourself. It's about all that. The juggling act changes every day, so don't get discouraged. Every day is a new day and instead of looking at it like, “Oh my gosh, I'm so overwhelmed by the day and how new it is” Change is very hard every day. But look at it as like a new opportunity, a new adventure. And even though it's hard, it's something that whatever is hard can sculpt you and help make you a stronger person for tomorrow. And shoot, you guys, you guys have been being sculpted your whole lives and so, oh my gosh, you're probably so strong and I am in my own way and I know that. And so, it's like you're being prepared for something great. Your purpose is just is just far greater than so many other people on this planet. 'cause you're being thrown so much right and I feel the same way and it's like stepping up to that challenge every day. So. The juggling act is tough, but it's very doable. It's very doable. Brian: I've got another question. Now that we've got this Omicron, how is it possible to balance life like you're talking about? Ricky: Right, it becomes very hard. It is as far as like the coronavirus in general. If I could share my little experience very briefly-when the coronavirus first hit California, I was standing in a hospital. As Spider-Man, my wife was next to me, as spider Gwen and we just left the room and we were immediately swept away into a room that no one was saying and we were told that the last visit we just did, the little girl had been, or may have been around someone with the coronavirus, and that our visit was done and we were to visit no more kids. Then we had to actually quarantine and they kept us there for an hour. All my volunteers-they had our bags. They dropped them at our feet in this room. It was very scary. And at that moment, I didn't know it at the time, but everything changed for us, just like it did for everyone else and for us. You know, we visit terminal-or excuse me, children who have immune-compromised immune system, so we can't-we have not been able to visit any children in two years. I have not been able to do the work that I love doing with all my heart to the full capacity that I've loved doing it in two years, so. It's been very trying for us just like it is for you and to find that balance. These challenges, if you look at them as-as these obstacles as walls, then they're kind of they're a lot-it's a lot harder to visualize yourself overcoming like a wall or a dead end because it's like hard to visualize going through a dead end. So, what we've had to do, and I encourage anyone else to do, is look at all these challenges that the coronavirus is throwing it all of us and look at them as obstacles. So, when we couldn't visit children in the hospital, we saw that as an obstacle instead of a dead end. So how can I still bring hope to children? We're in a time where, look, we're not in the same room. Guys and girls, we're still talking. So we have technology. Let's utilize that. How can we be creative to get what we need to nourish our souls, to survive and kind of like still tap into that like evolution of self? Yeah, we all need it, like we all need to grow human beings. So amazing. We're like plants. We need the water, we need the sun. We just need that, right? Brian: Yeah! Ricky, So whats crazy is-I'll tell you even more, Brian. Like, Speaking of clients, he's like, I used to be a tree trimmer before, before I was Spider-Man. I was a tree trimmer for 10 years. And one thing I thought that was so amazing about trees is that if you plant a tree, Somewhere where there's no water source at all, right? Or let's say a tree grew really big and then had this great water source. This river was nearby and it's roots grew to the water. But the river dried out and there's no more water anywhere the tree doesn't say to itself, “You know what I give up, I'm going to die”. The tree's roots actually become that much more persistent and resilient underground. And will break even concrete. You've seen it. Brian: Yes! Ricky: There's sidewalks that are just. Broken. Right, because it won't let anything in its path. And this is a tree that cannot move it's relying on food coming to it. Right. So it's like “I gotta find it. I gotta find water” and it will. It will find pipes. If it has to and it'll bust those pipes to get water. It'll find-It'll find a water source. And it's been amazing. 'cause I actually like I said. I you used to do trees. And so we would have to-We would remove roots sometimes, and we would find out that the tree is like some- I mean it's like 100 yards away. And that's that tree is so far. Wow, it came all the way here to get water and itself could not move. And I think we need to be like the tree, right? We need to utilize. We need to grow our roots, we need to we need to expand on our foundation and it's easier said than done.  I'm not gonna lie. I've been going through a lot of hard times in the last two years. A lot mentally, uhm, you know I've had to work out at home. It's a lot harder to do that, but I've done it. I've had to change my diet because ,listen. Guys and Girls, I gained 20 pounds. The first you know, two years of the pandemic, I guess gained 20 pounds. And then recently I was contacted by a hospital and they said, “Hey, just prepare yourself, prepare yourself. We're getting it under control. You might-We're going to call on you as soon as its time go back in”. Man, I panicked because, oh, shoot, I, being Spider-Man, I need to be 167 pounds and really fit. And at the time, I was 188. And I freaked out, and I looked at my wife and I said, I said my wife's name is Kendall, I said, “Kendall, I'm jiggling in places I've never jiggled before. What do I do?” *laughs* So I kinda had a little meltdown there, but I had to grow my roots and I said it's time to buckle down. It's time to tap back in and I and I, she helped me with a meal plan and I got back to it and I made it happen. But the coronavirus has affected all of us and all I can say is we're still here.  Brian: Yeah. Ricky: Brian, Brian, you're still here, buddy. And here we are. And let's-it's part of the adventure and we can do it. Anything you wanna do, you can utilize this technology. You can ask and reach out to friends. There's ways to accomplish things. I think the world has, really adapted to this coronavirus thing and so- Brian: Yeah! Ricky: So, I hope that answers your question a little bit, sorry I went on a little bit of a rant there but- Brian: No, that's all right, Ricky! Ricky: Yeah *laughs* Brian: I asked a really good question.  Ricky: You did and it has, it is levels to it. There's layers like an onion and I and that's really deep. I like that. Brian: Yeah. And I know where you're coming because I've had-I recently lost three family members. Ricky: Yeah. And loss is extremely hard, especially when it hits so close to home, right? Brian: Yeah Ricky: If you would ask yourself one question, you know, and I've dealt with a tremendous loss myself, is how do you think those people, whether-wherever you believe that they are now in the spirit world or in heaven, whatever you believe, that you believe that you should ask yourself, you know, when times get hard is how do you think they would want you to honor their name?  Brian: Well, as soon as this Omicron is over my sister-in-law knows a guy that has a boat and we're going to dump his remains. Ricky: Oh, so you're gonna throw the ashes?  Brian: Yeah.  Ricky: Nice. So, you getting on a boat, it's something to look forward to.  Brian: Yeah! Ricky: Yeah, and living life is what it's all about.  Brian: Yeah Ricky: And it's OK to be sad. You gotta cry when it's time to cry when you feel like that. And it's OK to talk to others. It's OK to reach out to others. I'm sure you know that. And then when the time comes, and this is the hard part, It's like when you one day you'll find yourself smiling. You'll find yourself smiling, right? And then and then you'll go, “*gasp* I feel bad. I feel guilty because I've had so much loss. I actually feel guilty that I'm smiling and and my family member who passed didn't get to”. Or maybe another family member who's still dealing with the-going through the grief process and not cannot find this moment to smile. I want you to remember what I said when I said this like when you go “oh, wow, I'm smiling. I feel bad”, Remember when I'm saying this don't feel bad. Take that smile and put it in your, put it in your gas tank and and use it to smile again and get to the next spot in life and get to that boat. You have something to look forward to and then get to the next thing. That's like the boat and just keep going. And one day you'll be smiling all the time and you'll and you'll look at their picture and you'll smile and you'll realize this is how they wanted me to honor their name.  Brian: Nice meeting you, Ricky. Ricky: Nice to meet you too. I love your story! Stephanie: Would you be satisfied being in another profession?  Ricky: Will I be satisfied in a different profession or career? No, not now that I've done this. I was in many different professions prior to being Spider-Man so, I've known a lot before this and it's like once I started doing this... I just don't-I don't know how to- and that's that's part of the struggle. At some point I have to retire, right? And that just means hanging up the Spider-Man suit myself. But what I want to expand our organization to have other folks suit up. I want to get a a program together outside of just a background check and make sure everyone safe to visit, kids and all of that. I wanna put together like a very comprehensive program and like that people can actually go to like a schooling that I can teach the process and the science of visiting children as a suited character of whatever they choose, and teach, you know folks how to do that, who want to do the same thing. And I think it's important to know that you know, what I do and what my organization does is not from an entertainment standpoint. So, we don't visit-to do like-we don't do birthday parties or things like that. We only visit children who are children in need or even young adults or even. We've even visited adults and so I cannot think of another profession that's actually-that's actually something after seven years and being 38 years old I now think to myself like how hard and how hard it is, like emotionally and mentally at this point, I think myself, you know. From me, from you know, a wellness standpoint and energy standpoint and just how much I how much do I think I have to give personally out there to children. How? How long can I do this? And so it it's kind of daunting to think about. Like what would I do after this? Because I'm like shoot, this was everything. This is everything it takes. It really is my passion. So, I have not said this on social media. I have not like, told my parents even so, this is like-I'm sharing this with you guys. My wife and I have been talking about-I didn't go to college at all. I have a high school diploma and just a lot of life experience. My wife, you know, was saying she's going for her masters and she said, “Hey, maybe you should go for your masters and get and get it in child psych- I mean, child counseling”. And I think I really wanna do that because when the day comes to hang up the Spiderman suit, I don't wanna have to stop. You know, I already now have seven years of experience if you add six years of experience while I'm going to school out and hang up the Spider-Man suit and actually having degree. And be like approved as an actual, you know, therapist. I think that I would have so much to offer. At that point, you know, and I think that's what I wanna do. So, I'm kind of telling you guys here today that I'm kind of searching for a college that I'm gonna, then I'm gonna go to. And that's going to be what I'm going to do. So, it's not really like. I guess I'm not stopping this profession, so I can't see myself doing anything else. I just kind of want to elaborate on it because that's how special it is to me.  Stephanie: Awesome. Thanks for coming, Ricky! Ricky: No problem. Thanks for having me. Stephanie: Bye Ricky!  Brian: Bye, Ricky!  *Instrumental Spider-Man theme resumes* *Outro music by Artbeat Radio staff*  We hope you enjoyed this episode of Artbeat Radio. For more information, please go to our website. Ableartswork.org. Thanks for listening and tune in next time!  

Brian Hollins is the Founder of the Takeoff Institute and Founding Managing Partner of Collide Capital. The Takeoff Institute is focused on equipping Black undergrads with the resources and mentorship they need to build a young professional career. Chad talks with Brian about providing students with necessary skills like etiquette and polish to break into Tesla and McKinsey-level companies and facilitating facetime, communication, and mentorship with other Black people within those companies who are at executive levels. The Takeoff Institute (https://takeoffinstitute.com/) Follow Brian on Twitter (https://twitter.com/BHolls1) or LinkedIn (https://www.linkedin.com/in/brian-hollins/). Follow thoughtbot on Twitter (https://twitter.com/thoughtbot) or LinkedIn (https://www.linkedin.com/company/150727/). Become a Sponsor (https://thoughtbot.com/sponsorship) of Giant Robots! Transcript: CHAD: This is the Giant Robots Smashing Into Other Giant Robots Podcast, where we explore the design, development, and business of great products. I'm your host, Chad Pytel. And with me today is Brian Hollins, Founder of the Takeoff Institute and Founding Managing Partner of Collide Capital. Brian, thanks for joining me. BRIAN: Chad, I'm pumped to do this. Thanks for having me. CHAD: So you are obviously the Founder of the Takeoff Institute. So let's start there. Why don't we give folks a brief overview of what the Takeoff Institute is, and then we'll dive right in? BRIAN: Absolutely. Happy Black History Month. Let's start there. I'm a Black undergraduate student in the past, and I'm building something for Black undergraduate students today. So Takeoff Institute is focused on equipping Black undergrads with the resources and mentorship they need to build a young professional career. I was lucky enough to go to Stanford for undergrad and almost get thrown over the wall, if you will, by mentors and people that could advise me as I broke into my young professional career. And I, unfortunately, noticed that that wasn't the same for a lot of other folks. I ran diversity recruiting at Goldman Sachs for a few years and just saw some of the mistakes and little things that people who don't have advisors, people who don't have mentors, people who don't have an older brother in private equity. I saw the mistakes they were making and knew I wanted to build something to help bridge that gap. So we focus on providing the types of things that I think you need to break into a Goldman Sachs or a Tesla or a Facebook or a McKinsey today that might not have been true five years ago. And unfortunately, I think a lot of career development offices and programs out there are helping students break into a job that doesn't exist anymore, and that's more focused on some of the skills that we've tried to tap into. CHAD: And what are those skills? BRIAN: I'll point to a few off the top of my head. One is just polish. If you've never had an internship, you don't know cadencing on scheduling or sending an email to a direct report or really focusing on your LinkedIn, and your resume, and your social media being clean and disciplined. And so we bring to light a lot of the things that I think employers are looking for today. I'll use a good example with our students. If you don't have 500 connections on LinkedIn, the number of connections you have shows. But if you have more than 500 connections, it just shows 500+. And as a recruiter, when you really think about it, at the top of the funnel, they use these little things to guide a lot of their decision-making. For better or worse, I'm not sure it's a great way to decide who should be a good candidate for your company. But when you get 5,000 applications, and you need to get it down to 100 in a couple of days, there are little things like sending your resume in a Word Doc instead of a PDF or having spelling errors in your application, or not filling out some of the boxes that matter. And so we really train them on that etiquette and polish. Another bucket that I think is super important we built a speaker series at the Takeoff Institute called You Can't Be What You Can't See. And I think for a lot of Black undergraduate students, you go through a Superday at some of these places. You might meet 10, 15 people. Most of the time, you're not going to meet anyone Black. And you're definitely not going to meet Black people that are at the executive level. And so we really pride ourselves on bringing in managing directors from banks, and founders and CEOs from growing companies, and leading venture capitalist investors and just help our students see that there are people out there doing what they did. There are people that come from their backgrounds that also weren't sure who they were going to be when they were a sophomore or a junior in college. And so, building confidence is another key pillar of the program that we really pride ourselves on. And we're very lucky we have students at Tesla, at Apple, at Facebook, at Goldman, at NBC Universal. These students have broken into really exciting roles. And as we think about building the full flywheel around Takeoff, now those students become advocates. Now those students become mentors and advisors. And we build proximity for our students to help them realize there are people that very recently went through a very similar program and are now doing the things that they aspire to do. CHAD: That's great. It sounds to me like it really is a combination of things that they might not have the opportunity to have done before or gain the experience and because they're marginalized, historically. And also just things that are good to have that, in general, aren't taught in school regardless of your opportunity. BRIAN: That's right. CHAD: And sometimes people who have more opportunity are getting that exposure in the jobs that they have along the way and that kind of thing. That makes it certainly easier for them to succeed later on, let alone what they look like when they show up to the interview. BRIAN: Yeah, I completely agree. And I think the anecdotal use there is most of the things that I'm teaching these kids you can find on Google. The problem is they don't know what to look for. And when we think about fast-tracking these students or getting them into these rooms quicker, getting them through those interviews more effectively, it's almost like bringing all of these resources right in front of their face and allowing them to soak and absorb them in a very efficient manner. So there's a guide somewhere on the internet of how to break into consulting, and there's a guide on how to crush a product interview. And there's a guide on how to build a perfect resume or a perfect LinkedIn. But we find that most of our students, one, don't know that they should be looking for that stuff, and two, don't know how to go get it all when it matters. And that's really what we focus on, bringing all that stuff in front of them at a more efficient clip and help them build that confidence so that when they do get in front of that interview, they're armed with all the things they need to succeed. CHAD: Well, I know you're already solving a big problem. But is there anything in particular that you do to then make sure that once these people are in the workforce, in the workplace, they're going to companies that are going to treat them right where they're not going to face bias as much as possible and those kinds of things? Or are you mostly focused on getting them ready right now? BRIAN: No, it's a great question. I'd put that in a 2.0 Takeoff University, Takeoff Institute, but it's absolutely critical. It's super important. And we have a long way to go. Chad, I don't want to pretend like the world is ten times better than it was five years ago. But the transparency through which some of this data is being recorded, the accountability that's being held in rooms that matter, so C-suite, executive suite, board meetings, it is changing. And I'm very excited about that because I think for the students that can, and this is in every student, and I don't want to pretend like it is, but for the students that can choose where they go, they're going to choose to go to those companies. They're going to choose to go to the companies where there is active, positive feedback from underrepresented people, so Black, Latin, female, people that don't look like the rich, white guy that runs the company. They're going to look for that feedback. And they're going to look for companies that very, very clearly advocate for supporting those types of communities. And, again, I think we're in the early innings of that. But I think that we're definitely on a path towards that being more and more important and that tailors who we partner with and who we spend time with. And if you look at a lot of our partners, they are people that care about that stuff, and they are people that are actively working on doing something about it, which we certainly appreciate. CHAD: So the core of the Takeoff Institute is the fellowship. Is that right? BRIAN: Yeah, that's right. CHAD: What exactly is that? BRIAN: The Takeoff Institute Summer Fellowship is an eight-week program, again, designed to advance and equip Black undergraduates with the resources and mentorship they need to launch a young professional career. So the first thing that I think about is what we had talked about earlier, just aggregation of resources. So we have a partnership with Wall Street Prep, and so our students have to do an Excel and PowerPoint tutorial within the first two weeks of the program. And that's in after hours, and they have to do it on their own. And we track their progress, and they have to submit it. Because I cannot think of a single role in a post-undergraduate career where it is not important to be literate in both of those platforms and also, maybe more importantly, where top performers are not very good in both of those platforms. So the first piece is resource aggregation. CHAD: And this is happening remotely? BRIAN: This is all remote. This is all remote. I started the Takeoff Institute in 2020. Chad, I hope there's a day where I say that none of it is remote, but it's the world we live in. CHAD: [laughs] BRIAN: And it's what allowed us to scale it the way we did. We had over 500 kids apply for our first fellowship two years ago. We took 50 and had a little over 600 apply for the second year and took 50 again last summer and have some really exciting things coming up for this summer. So we can talk about the goal and where we're headed later. But the second piece is the speaker series that I told you about. And so, bringing in folks during our weekly meetings and allowing them to ask questions and be vulnerable and share that experience. The third piece is mentorship. And so, I wanted to recreate the feeling of having a direct report. I think too many Black undergrads get to their first job without any real internship experience. And I think in an internship, one of the things you do is you make a bunch of dumb mistakes where your direct report tells you they were dumb because you're an intern. And you check that box, like, whoops, I did that I'm never going to do it again. And unfortunately, when you get to your first job, and that's some of the stuff you're doing early on, it just doesn't go well. It doesn't lead to you being ranked highly. It doesn't lead to you getting an offer a year later. It doesn't lead to you getting the advocacy and support of people internally to say that you're a top performer. So we almost try to recreate that direct report internship experience and allow them to make some of those mistakes. And so every student is paired up with a one on one advisor. And so, for folks that are listening, if you want to be an advisor, I'd call it anywhere from 25 to 50-year-olds with a desire to help undergraduate students succeed. We have a variety of different types of advisors. And again, it's really about challenging our students to make sure they send the email to check-in. They send the email to let them know that they need to meet. They send a calendar invite. And if it's in ET, they remember, oh wow, I need to send that in PT. So just giving them that experience. So resources, access to people that look like them in seats that matter, and mentorship and guidance are the three main pillars of the Takeoff Institute. CHAD: I love that idea of learning from experiencing failure. One of the things as someone speaking for myself coming from a place of opportunity and privilege and being a white male, I might approach certain circumstances where I'm just not as afraid of failure. I'm a big believer in learning through failure, and so because of that, I'm less afraid of that. Someone who hasn't had that opportunity and is underrepresented might be much more scared of what might happen if they fail, and that's just missing the opportunity to do that. BRIAN: I think you're absolutely right. And I want to, if you're open to it, have a little fun here. I'd love to flip that question on you and just think about what are some of the things that you would be sharing or guiding to underrepresented ecosystems to help them bridge that gap, to help them kind of get that confidence to know that they do have the right, they do have the skills; they do have the knowledge to break into those places? And it's about quieting that imposter syndrome and going after some of those opportunities. CHAD: Yeah, I've always believed it's really difficult to tell people not to feel something that they're feeling. [laughs] It's really hard to change someone's feelings. And so I would put it on the mentors that they need to work to create the environment where people understand that it's okay to make mistakes. That's certainly the experience that I had in my internship when I was just getting started out. I saw my manager making mistakes, and they owned up to them. And we talked about them. And we were doing a lot of the same work. We were working alongside of each other. And so that close working relationship is one thing. I don't know if you're aware, but at thoughtbot, we have an apprentice program where new people are paired with an experienced mentor, and it's almost entirely working together on work. So creating that opportunity. So assuming you have a mentor that's supportive and wants to work with you, great. And if not, I would say try to circumvent that as much as possible and get yourself working with them as much as possible so that you can get close to them and see them working, and see them failing, and really gain that first-hand experience, which in and of itself can be uncomfortable to force that. I totally recognize that. BRIAN: Totally. Part of the program is they do a research report with their mentor. And so it's sort of this guided I'm here to answer questions, but I am not here to do this for you. And I'm very intentional with our mentors about that. I think a lot of these students, especially the ones who have never had a direct report, they wait until they're told what to do. And they don't know how to turn on that proactive brain. And I think it's a super important muscle to flex, especially at that age. How do you teach a kid to do the thing that he thinks his boss is going to ask for as opposed to the thing that his boss asked for? CHAD: Well, this is sort of a pet peeve of mine because I think that, in some ways, there is a flaw in our educational system. It's centered around people telling people what to do. BRIAN: Do what you're told, yeah, absolutely. CHAD: Right. And so, I was very fortunate that I had some teachers that did more project-based learning and then chose to go to a college that was project-based. And the difference when you're in charge of something, and you're responsible, and people aren't telling you what to do, that really creates the environment where you can do that great work. BRIAN: Totally. What's pretty cool is we keep a repository of all their presentations. And so, a lot of them, after the program is over they'll actually share their presentation on their LinkedIn or through their socials. And just having a body of work that early in your career, mapping the Esports competitive landscape, or how to build a D2C skincare business for people of color. I mean, really cool projects that they're very proud of, that they worked hard on, and now that they can share. And, again, part of what we do is build that LinkedIn, build that thought leadership, help them become experts in their own craft because I think it builds that confidence that we just talked about missing for so many of them. And it's doing all these little things that really just unlock their inner self. I'm not giving them anything that they don't already have. I'm just unlocking it. Mid-roll Ad I wanted to tell you all about something I've been working on quietly for the past year or so, and that's AgencyU. AgencyU is a membership-based program where I work one-on-one with a small group of agency founders and leaders toward their business goals. We do one-on-one coaching sessions and also monthly group meetings. We start with goal setting, advice, and problem-solving based on my experiences over the last 18 years of running thoughtbot. As we progress as a group, we all get to know each other more. And many of the AgencyU members are now working on client projects together and even referring work to each other. Whether you're struggling to grow an agency, taking it to the next level and having growing pains, or a solo founder who just needs someone to talk to, in my 18 years of leading and growing thoughtbot, I've seen and learned from a lot of different situations, and I'd be happy to work with you. Learn more and sign up today at thoughtbot.com/agencyu. That's A-G-E-N-C-Y, the letter U. CHAD: Let's take a step back. And I'm curious what it takes to start something like Takeoff Institute. How difficult is it to set up a non-profit? From when you decided to do this, what steps did you take as a founder getting off the ground? BRIAN: I'll give you context of how I started it at first. I was a student at Harvard Business School. Nine months into my MBA program, the world blew up. And so what was a trip to Shenzhen or Tokyo turned into hanging out in my apartment. And I think similar to what you described around that participatory learning environment and how that helped you, HBS is known for what's called the case method. And the case method is a very, very powerful way to learn. It's, by far, in a way, my favorite way to learn. And I knew nothing about it before I got to HBS. And the repeat experience of being presented a problem and having to choose a side and then gathering information after the fact around whether that was not necessarily right or wrong but whether that was educated or insightful and then repeating that process over and over again. You just learn a ton about your biases and the types of things that you can and can't accomplish on your own without thinking of other parts of your brain or using other kinds of tools in your toolbox. And so I found myself really challenged after my first year of school, saying, I've never built anything, and I've never put my mind towards some of the problems that I think exist in the world. And I mentioned while I was at Goldman running diversity recruiting at Stanford for a couple of years, and I saw so many problems and flaws in that model. And then my youngest brother was a Marine. So he served in the military for four years and then took the GI Bill, and he's now a junior at Columbia University in New York. And I saw his journey very recently and a lot of the flaws in the system. And so I just knew that this problem wasn't going anywhere. And I knew that I really, really wanted to be a part of the solution. And I think unfortunately, our generation is taught that you're supposed to turn 50 and be rich before you start giving back and before you, whatever, consider building a non-profit, and I sort of call bullshit on that, to be honest. I think I will never be more proximate to the problems I'm trying to solve than I am right now. And I'm 30 years old. I'm seven, eight years out of school, but I still very, very intentionally stay close to the undergraduate ecosystem and understand what it takes and what the problems are with breaking into the industry right now. So I think it was a combination of being a student of the problem, knowing the problem, knowing it exists, building confidence and desire to become a leader while I was at HBS. And third, COVID, just realizing that a lot of these problems were actually being exacerbated, and they were getting worse, not better. I'm sitting at HBS watching some of the smartest kids I know lose internships. And all I could think was, what does that mean for the Black community? What does that mean for Black undergrads who already don't have the internship that's high paying and kind of seasons through these types of things? And so I wanted to do something about it. And I knew it was going to be bootstrapped. I knew I didn't have a million bucks to put towards it, but I knew I could put something together. And like I said, when I saw the demand for 500+ kids applying, I knew we had something. And in the last two years, we've done a lot and have a long way to go but are really excited about some of the things around the corner. CHAD: That's great context. And so, how did you go from zero to something? BRIAN: The first part was just surrounding myself with people that I thought wanted to be contributors and collaborators and building it, so that's both students and mentors, so building an operating board and people around us to help us do it. I can tell you the process of launching a 501(c)(3) is not fun, and it's not for the faint of heart dealing with the government. And I caveat that by saying towards the end of the process, I almost appreciated how difficult it was because it forced me to get a lot of things in place that were not fun to put in place. And as a result, if I wasn't that serious about building this, I think I would have been paused multiple times throughout the journey. While it's a frustrating manual, kind of nasty process, I do think it's a filtering mechanism for the government. Because the last thing you want to do is allow corporations to give people money that they think is going somewhere good and then it not go somewhere good, so I definitely appreciate that. But yeah, the journey is not fun. I think anything that's bootstrapped...I'm sure you've had plenty of guests on here that have experience at bootstrap companies. If you can't go out and raise $10 million like some of these seed companies on day one, well, then you can't hire five people, and you can't set up all of the right systems online that you want to someday. So I think that's another component that I just learned a ton from was how do we put the things in place to allow us to do this thoughtfully but not necessarily the things in place that we want to have in year three when now we have a 500k P&L and can flex into some different things and bring people on full time? So it almost forced us to build a bare-bones mechanism that just went out and really focused on the product, really focused on is this something that Black undergraduate students need and want? And only very myopically focused on that in the early days. Because all of the other stuff, the infrastructure of a non-profit, the operating board, who we bring around, and what money we raise, none of that really matters if Black undergrads don't see it as valuable. And so I very intentionally spent a lot of our time with the students and was very hands-on, still very hands-on. But really spent time getting feedback and gathering feedback from our first cohort around what are the things you love? What are the things we should change? Who are some of the speakers you wish you heard from? What are some of the ways we can engage you guys now that you have graduated? It's been a fun journey. I'm learning a lot still. As you know, I run a venture capital fund alongside this. And so just finding ways for those two things to talk to each other and to support one another. We back predominantly underrepresented founders. And these founders come from the same ecosystems where our students come from. So it's a really unique opportunity to see synergies exist across the two things I'm building. CHAD: As you were getting started with Takeoff, like you said, the most important thing was the students. So was there anything in particular that you did that you thought worked really well to let people know about this and spread the word? BRIAN: Yeah, I'd say less so in season one, chapter one, whatever you want to call it. Less so in that season than last season. And so what I did is I really turned on our brand ambassador program SO taking the students who graduated from the first cohort and using them to push us into career development offices, help them share on their campuses. We had 50 students, but it wasn't 20 from Harvard and 20 from Stanford. We probably had 35, maybe 40 schools represented where we had a few kids from a few different schools. But the network effects of allowing the students to go out, and there are 100 things on a job board at a school that people are trying to get access to these students. But there's not that many students actually advocating for the programs and saying, "Hey, I went through this, and it was valuable, and here's why it was valuable. And here's why you should go through it." We have a ton of our students who are very proud of the program and share what we're building with other students. And I think that that was a really cool unlock because I think that's the most authentic way to get to know your customers is go through people who really have experienced what you're building and allow them to tell the story for you. CHAD: You said you get 500 applications, 600 applications for the latest cohort, and you're choosing 50. How do you do that? BRIAN: We use a couple of different filtering mechanisms, so the first is the application. So there are questions in there around why they would join the program, things like do you have another internship lined up? We tend to focus on kids who either couldn't get an internship or don't have a Goldman Sachs banking internship already lined up. We tend to find that they're just more absorbed by the program. They're more focused. The second thing is there are a couple of questions around just what their aspiration is. I try to look for students who at least have spent some time thinking about who they want to be when they grow up. That doesn't mean you need to know. But oftentimes, if you're not curious or aspirational on your own, regardless of whether you have confidence, if you're not curious or aspirational on your own, it's very hard for me to elicit that in an eight-week program. And so we really try to filter out the students that we think are excited about getting to the other side or are excited about breaking in or excited about challenging ceilings. That's a little harder to search for than did they fill out their LinkedIn? Did they submit their PDF the right way? So that's the second component. The third component is honestly being very intentional about matching with our mentors. So I try to find mentors that are at least somewhat lined up with the ecosystems these students want to go to. So if I have someone that wants to break into product, I actually think it's super-valuable to get some of our friends that work at Facebook or some of our friends that work at Pinterest who are in product as their mentors, regardless of whether they work on a product-related research project. And so, using our mentors to guide that journey from 100 to 50 students to make sure that they all feel like they are getting someone that can really help advance them. And it's funny; it's pretty incredible. At the end of the program, a lot of them will come and say, "I can't believe how similar I am to Tyler, or Stacey, or Rebecca." It's really incredible how connected they become. And I just like to say, "Oh yeah, I can't believe it too." We are very intentional in the background on making that happen. But our mentors stick around with our advisors, and I hear two years later they are helping each other find a job. Or I'll get a picture of them out to brunch because they check in once a quarter. That's the stuff that just gets me super jacked up to keep doing it is recognizing that these people continue these relationships long after the fellowship program is over. CHAD: And that's great and really shows one of the great things about programs like this, and you already alluded to it earlier, is that they compound. As more people go through it, the value of the overall program hopefully goes up. BRIAN: That's right. CHAD: So are there any interviews or anything as part of the process of getting? BRIAN: There's not. That's new this year, which we're super excited about. The first two years were, again, really just us in the background making that happen. And I wouldn't have known what to interview for, to be completely honest. I think now I have just a better understanding of the type of student that succeeds in our program. I didn't entirely understand that before. And I think regardless of whether you're diverse yourself, I think there's implicit bias that comes with jumping on a Zoom with someone and seeing how they interact. And I don't know that those biases always lead you to the best candidate. And so, I think we tried to take a thoughtful approach but didn't want to over-engineer the early days of building our cohorts. And we beta-tested a bunch of different stuff. So we had freshman, sophomore, junior, senior, and first-year out, as well as Harvard, Stanford, Arkansas State, two-year community college, really just the full gamut. There are 1.1 million Black undergrads in the country in every given year. So finding students from all these different places and then kind of honing that in and figuring out, you know what? I think if you do this program right after your freshman or right after your sophomore year, it's super valuable. And it really sets you up to have that strong junior year internship because that's the one that matters. That's the one that changes your trajectory if you go get a good one. And so just learning those types of things over the first two years, I think, really helped us hone in who we focus on, and why we focus on them, and what resources we provide for them. Because it just, again, it just helps us build that treadmill to really accelerate their trajectory into their young professional career. CHAD: You mentioned undergrad, so the program is specifically focused on people in college going to a university of some kind. BRIAN: It's specifically focused on Black undergraduate students. I struggled with this a little bit because there are a lot of people that need help. I grew up in some underprivileged ecosystems as well. And there were plenty of poor white kids that also should get this or underrepresented Latinos that I knew. And while I wanted to build that, I also knew there's just a lot of noise. There's a lot of resources and advice and people out there trying to help. And I kind of said to myself, "This is the demographic that I understand best." And instead of pretending like I know how to build a platform to help someone from an ecosystem I don't truly understand break-in, I'm just going to focus all my effort on getting more people that look like me because I know that there's a need for that and know that there's a gap for that. And I know that historically, companies have not been good at doing that on their own. So that's been our focus. And I hope there's a day where we have the privilege to expand that horizon and spend time because we have the resources to do it. But for now, I still have a long way to go within the Black community. And I'm going to keep focusing our time there. CHAD: Yeah, I was thinking more about the kids who aren't even getting the opportunity to go to college. So they're 1.1 million Black undergrads. There are probably even more people who don't even get the opportunity to go to college. There are so many people you could help with this. What are your goals for growth? And how do you serve more people? BRIAN: Yeah, I'll tell you the one that's top of mine because we're super excited about it. And this hasn't been released to many places, and so for our lovely thoughtbot community, I'm super excited to share this early, but we're building something called Takeoff University. Takeoff University will be the largest resource repository in the world for Black undergraduate students. Again, I think that the positioning is Black undergraduate students. I don't think that there's a paywall set up where if you don't have a .edu you can't use it. And so, I'm still thinking about how we provide access for some of the people you're describing. But regardless, the idea being our fellowship is very hands-on and very intentional, and specifically focused on accelerating 50 people a summer. But how can we build something that more effectively brings in anyone in their undergraduate ecosystem development? Whether you're a freshman, sophomore, junior, senior, how can we deliver resources to you and get you some of the things that we know you need at the time that you need them and allow you to more effectively become part of the Takeoff ecosystem? Because what we believe is we can build a pretty unique flywheel around the broader TakeOff University ecosystem and some of the content and curriculum and thought leadership and just sharing that can occur there. I think a lot about our older students. When we talk to them about how they engage with younger students, it's oftentimes younger students are sent to them. So they have a classmate who says, "Hey, you should talk to this guy. He broke in, or he had an internship somewhere." And those students come, and one of the first things they ask is, "How do I do it? How do I become you? How do I do the thing you did?" And I think for a lot of students, they don't have a good answer for that. It's hey, let me send you these 2009 PDFs that someone sent me on banking recruiting. Or "Hey, have you checked this out at the career development office?" But they don't send them to anywhere, at least in a concentrated manner. And that's really what got me excited about building Takeoff University was there is not a centralized resource repository where any and every Black undergraduate student should go to prepare themselves for their young professional journey. And so some of the things that'll be a part of that are the first thing is you come in as a career exploratory quiz. You answer a bunch of questions on what you're interested in, what stage you are in your internship development, what stage you are in your academic tenure. And it just helps guide us towards some of the resources that we know you should look at. And it doesn't mean you can't spend time in the whole library but help us guide you in the early days. And then from there, dynamic ways for students to engage, so building community and allowing them to share resources, ways for companies to engage. So allowing companies to come in and identify students that might be top candidates for their program. So really just building an inclusive ecosystem for Black undergrads where they can come and know that they'll give valuable resources. And so we're really excited. We have some really cool things in the oven around this and excited to launch it to the world later this year. CHAD: That's great. What would it take for you to grow from 50 fellows to 100? And is that something that you want to do? BRIAN: Definitely. If you had used the number 500, I might have paused. [laughter] Again, 50 was like, get it right, do it right. I have 100 kids. I don't want to speak for all of them, but I have a lot of students that love what we did over their summer and really shout it from the rooftops to their community. And that means a lot to us. And I'm not entirely sure that if it had been 100 and then 100 that I'd have 200 students who shout that. I think we were able to build a very intimate and hands-on experience for our first two cohorts. And as we grow, and as we introduce technology, and platform, and resources, I think there are ways for us to expand the number without getting out over our skis. And so 100 is in a very near-term goal for us. I'm not sure that it goes much past that. I think instead, like I described with Takeoff University, we start introducing other opportunities. We start putting more things under the Takeoff Institute umbrella. I think a lot like the Aspen Institute. There are so many different ecosystems and community-building efforts going on underneath the larger umbrella. And so long as Takeoff Institute is known as just advancing opportunities, I think we can build a ton of cool ways to have touchpoints with students across the country. CHAD: Are there specific blockers you would identify? Or you have an attentive audience here, are there things you would ask for to get to that 100 fellows? BRIAN: It's a great question. I think folks that have had any experience building, you know, call it Twitter University, Pinterest University, Plaid University, folks who have been on the internal teams that help stand up curriculum and training for employees, again, that's a large part of what we're standing up with TakeOff University. And I'm very, very fortunate to have the funding now and not be in a place where we're looking for money to do that. And so we have the resources to make this really special, and just getting some of the design and product folks that might be listening who might be interested in helping build a community like the one that we're building, we'd appreciate it. We'd love to chat. You can email me at brian@takeoffinstitute.com. I'd love to chat and learn. And even if you don't have time to chat, if there are platforms that you know that look really cool and look like the type of thing that we should be mocking or mimicking, I think it's always helpful to see comparisons and benchmarks. So I think that that'd be a great one. And the other thing I'd add is if you want to be a mentor, please apply, takeoffinstitute.com. It's an incredible experience. I wish I could say I had 100 advisors, but I probably only have 60 because most of the ones who did the first cohort did the second cohort. And they loved it, and they're doing the third cohort. It's an hour a week. It's a very light touch, eight weeks of the summer. It's a very light touch, but I think it's impactful. So we'd love to have some of the folks. CHAD: Do you specifically look for Black mentors? BRIAN: We don't. We don't. I think that that's a really important part of this experience. Like I mentioned, you don't get to choose who your direct report is. And so your direct report might be White, Asian, Black. I don't care what they are. You need to get used to having that direct report experience and building rapport, and building that relationship regardless of what they look like. And so we appreciate having mentors that are male, female, and come from all different walks of life. CHAD: Great. And that website again was? BRIAN: www.takeoffinstitute.com CHAD: Awesome. Well, I think that's a very natural and great place to leave it. I hope folks will contact you and get involved. And there's so much work to be done in this area. And it's a great opportunity to have an impact. BRIAN: Yeah. Thanks for having me, Chad. CHAD: Thank you. You can subscribe to the show and find notes for this episode at giantrobots.fm. If you have questions or comments, email us at hosts@giantrobots.fm. You can find me on Twitter @cpytel. Brian, if folks want to get in touch with you, you want to say your email again and any other channels they should do that? BRIAN: Yeah, perfect. brian@takeoffinstitute.com. And you can find me on Twitter @BHolls1, B-H-O-L-L-S-1. CHAD: This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore. Thanks for listening and see you next time. ANNOUNCER: This podcast was brought to you by thoughtbot. thoughtbot is your expert design and development partner. Let's make your product and team a success. Special Guest: Brian Hollins.

I've known today's guest before I even ventured into the professional WordPress industry. In fact, it wasn't his themes that revolutionized my thinking, it was the checkout process. Brian Gardner launched a theme company using a payment portal and delivery tool called e-junkie. I just checked, they still exist, they were the Gumroad before Web 3.0 was even a thought in Web 2.0's mind. I couldn't believe it. Someone could zip up WordPress code, put it on a website, set a price, and someone could buy it?! I wanted to do the same thing. But until then, I had an agency to run so I used Revolution Themes, then Genesis, then to the whole StudioPress suite to make that happen. Fast forward, Gardner not only sold SP to WP Engine, but he left the gig shortly after, only to make a return with his latest product, Frost. Enjoy today's conversation with Brian Gardner, Principal Developer Advocate at WP Engine, creator of many things and many blogs. Find his newly redesigned blog at briandgardner.com. If you fancy supporting the show, buying me a digital coffee or joining my fantastic private Discord server, head on over to buymeacoffe.com/mattreport — I'll shout your name from the Twitter rooftops. Episode Transcript [00:00:00] Matt: so many folks who sit on the sidelines and Monday quarterback like me I see folks sell their business and , and they joined the team and I know in my heart that as a builder, as an entrepreneur, , they won't be there that long.[00:00:14] And they're there for a year. I think roughly you were at WP engine for a year after selling studio[00:00:20] Brian: press to them longer than that. But it sort of been to which in and of itself as a piece of conversation. Go ahead.[00:00:26] Matt: And then I saw you sort of leave P and L I was like, yep. I knew it. And there's nothing wrong with that because God that we have such a passion to build something, but I don't know of anyone who's who sells it to the company, leaves built something else, sells it back to the company and.[00:00:41] You're going for a hat trick question, mark.[00:00:44] Brian: No. No. And in fact, it's, it's funny, you are the only person who, with the exception of Bob Paul, Lacey, who had months ago made a kind of comment about that. You're the only person in this round when I got hired and when Frost was acquired to actually have.[00:01:01] Pointed that out. And of course I took that bait and this is why we're on the show today. But I talked to our PR team and I was like, look, this is just something that could be a thing that people might talk about or in this context. And surprisingly, and that's fine because it's really, it really was a news event.[00:01:16] This time around Yeah. I was just like, okay, what are the possible negative reactions? People might have to something like this. And I was like, that's about the only thing I can come up with. Well, people may point out that this happened and it, whatever, it's all good. Everyone's happy. You've built a[00:01:31] Matt: lot of stuff from digital products to courses, to eBooks, to blogs, to knit mail email lists and newsletters, like all things that were in some form or fashion, a business, a micro business.[00:01:43] When I saw you. Go back to a WP engine and they had acquired frost in my head. I started thinking, you know what, these, and this is my words, not yours. And I hope it doesn't offend you. But these micro products are almost like a fantastic calling card to get an awesome gig. Right. Ha had it not been you, but somebody else in this position, it could be like, I built an awesome little product.[00:02:11] And sometimes the weight of that is like, oh God, I got to S I get up market. I gotta sell it. I gotta promote it. I gotta support it. I got to take over the world. But then sometimes it's like, no, I can actually use this in place of a resume and get an awesome job somewhere. Is that a fair statement?[00:02:27] Brian: I would think so.[00:02:28] I don't think that that necessarily applies to everybody. We know right now, Matt, that the competitive landscape in WordPress is off the charts, especially in light of the behemoths. And, and we're one of them, right? WP, engine, GoDaddy, liquid web, all those it's really difficult to, and I'll conversely, make a counter argument here after this.[00:02:47] It's very difficult to like create and launch something new and have it be successful and widely adopted and so on now, conversely. That is also, if you have the idea, something really, really brilliant, that really solves a problem that catches a lot of users and stuff like that. Then it becomes because of aforementioned behemoths, a very interesting acquisition piece, right?[00:03:07] Go to liquid web. They've bought a lot of things lately. None of them have been, well, that's not true. Some have been larger, right. Eye themes and so on. And then some of them are just like smaller pieces that kind of fill a niche that allow them to use their sort of their. The abilities to reach and build and support from an infrastructure standpoint, a subset of people.[00:03:28] And so it can work. It can be, I wouldn't necessarily say that should be someone's business plan. Just given my tenure in the industry and the success I've had, it's been helpful to have that sort of be true.[00:03:41] Matt: Web hosts, obviously WP engine being one of the largest, if not the largest managed WordPress hosts in the industry GoDaddy liquid web.[00:03:49] I think a lot of folks myself included have sort of illustrated this picture, that well, we all kind of hypothesized that they're all looking to build and curate their own WordPress experience. Without giving away the secret meetings, maybe at WP engine and the secret sauce. Is that, is that something that you see coming down the pipe, maybe if not WP engine others, and maybe why they acquire fros and studio presses to sort of put these pieces in place.[00:04:19] So when you come to a WP engine, you experienced WordPress. You go to liquid web, you experience it that way. Is, is that something that you see as holding true in the year 20, 20[00:04:28] Brian: a hundred percent, a hundred percent. I think we see it on several levels. And even outside of the WordPress market, just the, sort of the consolidation, the platform building, go daddy sold domains back in the day.[00:04:39] Then they went to hosting. And then when they realized that the people who are buying those things would buy other things or are doing other things. Then all of a sudden they're an email marketing company and then, oh, WordPress explodes. Now we're going to be a WordPress hosting email, but like, like, and so yes, it makes sense.[00:04:54] And everyone's good at what they do. And when you really find what you're great at, then you sort of, I wouldn't say exploit, but then you really sort of double down on that by looking around in the space and saying, Hey, are there products that align with what we're trying to do? And is it, is it better for us to acquire those products?[00:05:10] Because it takes us less time to build. We can go right to market. We can, there's an existing audience as studio press was a huge audience that WP engine picked up and things like that. So yeah, I would say that's a fair state. Do you know,[00:05:21] Matt: there's in the news and the courting eh, in the week of this week, it's January 13th.[00:05:27] And we've seen over the last week, just a lot of discussion of paying contributors in the WordPress space. It's something that I've always thought of too, like going way back, like how. All these folks volunteer. They all have to go through the stress of like a theme developer. Like I was way, way, way back in the day, asking them why didn't this team get approved?[00:05:47] Why are you telling me I have to adjust this tab space in the functions file. Like it's so subjective. I should just be like, lots of stress. That folks don't really need to go through as volunteers now resurfacing again, how to get people paid. I think hosting companies are in a good position since.[00:06:06] Winning off of the back of WordPress, that there could be something there, more sponsored contributions more ways to it doesn't doesn't maybe always have to be about payments. It could be about featuring or highlighting or spotlighting folks because not everybody wants to make money off their volunteer ism with WordPress.[00:06:25] Is, are there any efforts or maybe. Contributing more to core with paid positions, let's say. Is that kind of a topic fall under a principal developer advocate at WP engine? Are those the kinds of things you hear in field for the company?[00:06:41] Brian: Yes. WP engine did not hire me so that I could go write code for WordPress.[00:06:45] Let's let's be clear about that. Damn they did. However, Hire me because of my expertise, my tenure in the field, my ability to understand the value that I could bring through the WordPress and WP engine sort of relationship. And as part of the leeway and the latitude I've been given to go do my thing. I brought on Nick Diego, who is an engineer.[00:07:07] And I learned V and he, he actually was supposed to backfill me with frost before the acquisition for us was going to be a side project. And because of my job, I brought in Nick to help sort of carry the load until I realized how much Nick and I aligned and what a resource he could be. And so I made the recommendation that we hire him as part of a developer relations so that we could do the very thing, right.[00:07:28] Part of his responsibilities and part of what I pitched was. There is an opportunity for us to sort of lead the space from a thought leadership perspective to help contribute code as he and I were both knee deep and code following along, the Gutenberg development where press 5.9 and stuff.[00:07:43] And I said, there's a lot of things that we're finding as we're working through building our thing that instead of just trying to like make a fix or a hack inside of our product Contribute that code or that patch or the fix, or the suggested way of doing things upstream back to WordPress.[00:07:59] And so a lot of the work that we're doing now is in fact core contribution stuff. Nick is also going to be doing some stuff with learn. And so w. WP engine just really understands the value of sort of the five for the future stuff. We've got several members committed to that. We just recently did it contribute to WP day where we really encouraged a lot of the folks in the community to do stuff like that.[00:08:20] And so I'm because like you said, I have one with WordPress for 15 years now. Right. It helped me leave my day job. Provides for my family and stuff like that. So I always have a place in my heart. It's easier now because I have the backing and support of WP engine and our resources to kind of make that move.[00:08:38] And I'm not getting any resistance from the higher ups there. They, I think they see the value and the contributions and sort of the, the PR that comes from that. There's some, there's some benefit there. But we just want to see WordPress get better. So our products and our customers experience.[00:08:54] Matt: How does frost fold into speaking of customer experience? How does frost fold into the. The existing suite of softwares that you sold them studio press. How does that merge? Is, are we still too early on, on those days for those, for those discussions, but how does it fold into the experience of WP engine users or potentially even studio press users?[00:09:15] So[00:09:15] Brian: this pet, let me give some context. So th this past summer after a sort of a failed attempt at doing something in the real estate space I came across an article. Written by Justin tablet on WP Tavern. And in that article, he was talking about block patterns and this is sort of as like the patterns kind of were hitting their infancy and they talk about there being a pattern directory and stuff like that.[00:09:38] I've obviously followed WordPress even while I was sort of away doing some things with real estate. I was like, okay, we sold studio press in part because I had no idea what the future of WordPress was going to be. Right. That was part of the reason we just didn't have the resources. We weren't sure we, we didn't want to compete.[00:09:52] And so we sold that.[00:09:58] We talked, I'm a creator. I'm always thinking I always want to build and do stuff like that. And so, so when I was on this article, I went over to the, the pattern repository or the directory and it, there was like a little tile of patterns and there's a button that said click to copy code or whatever, copied it.[00:10:13] I went into my blog, so I was doing something and I just hit paste. And like this thing showed up like this arrangement of design. And I was like, wait a second. I like that. That's like a theme agnostic design agnostic thing. And I think it was like, at that point was when sort of, it was very, very like original epiphany that kind of backed the frost project.[00:10:33] When I was like, wait a second. Now I understand where we're presses going. Right. These idea of blocks and styles and patterns and layouts that like kind of all these words being thrown around. And I was like, wait a second. So I can create these sections of. Website and in one click allow people to import them into a page.[00:10:50] And like, if you did that five or six times, you could essentially allow people to build a homepage and like literally 20 seconds. And I was like, okay, so that that's sorta was the, the original fire that was lit around frost. And so, because at the time it just made sense. I built frost originally as a Genesis child theme, just because right.[00:11:08] Part of the family. It was what I've always known. And so we launched a paid product called frost and it was a theme and it was a corresponding plugin that had all of the designs and the patterns and stuff like that. And then full site editing started to become more of a thing. And so I installed Gutenberg and realized.[00:11:25] There's going to be life after Genesis the framework, because a lot of what full site editing does is what Genesis did it handled markup and the ability to move things around. And so I said, well, Let's do what I did back in 2006, let's open up a bunch of blank files and start writing a theme from scratch.[00:11:43] And so current version of frost, probably three months ago was literally just sort of modeled after stuff I saw. I think it was on Carolina's full site editing or some tutorial on like, what is. Full site editing theme, look like it's got to have these files, the structure, it's a complete paradigm shift from where it was.[00:12:00] And I was like, let's just see if I could do this. And so I basically replicated the design of the Genesis child theme version of frost and started building out current version of frost. So that became a thing. And we launched it, started selling it. I was trying to extend a little bit of financial runway so that I could keep playing around with what I was doing.[00:12:17] So I reached out to Heather Bruner, our CEO just to say hi to check in and just see if she knew of anybody in the industry who might be looking for some contract work. And at the same time internally, they were talking about WordPress developer relations. And she says, funny, you should ask because we've been thinking of this position and I don't know.[00:12:34] That there's anybody better suited for it than you, which is the intersection of what I told her design community and WordPress. And so, we worked out something that made a lot of sense at the time frost was on the outside which I felt conflicted about because a lot of the work I was going to be doing was around WordPress and building and stuff like that.[00:12:50] And so, ultimately I made the recommendation that we just bring it into. Into the fold so that I can work on it. Full-time we can use that as a way to demonstrate where WordPress is going to teach folks in the community what's going on. And so on.[00:13:02] Matt: So it doesn't detach from you. It's not like, okay, now it's gone into the abyss of WP engine.[00:13:07] My[00:13:07] Brian: is not. And Nick and my F yeah, no, it's under our full control. It's a developer relations project.[00:13:13] Matt: Yeah. Did you, when you sat back, did you have those same feelings of okay. I going to do this again. I have to build, well, you already have a headstart with your brand and recognition and followers and all that stuff.[00:13:26] But even that, I'm sure you're still like, oh God, I gotta, I gotta do this all over again. I gotta set up a checkout system. I have to set up a licensing system. I, I have to market this thing. I gotta support. And I[00:13:36] Brian: gotta do all this stuff a hundred percent.[00:13:38] It was exciting just because it had been since studio press formed way back in the day where I was really fully in control, as we merged into Copyblogger in 2008 or nine, and then for like 10 or 12 years, we had sort of the infrastructure of the company and stuff like that.[00:13:52] So I didn't have to like, bear that load independently. As I had at the beginning of studio press. And so like, it's a different space than it was back then. And, and thankfully I have the cloud, the email lists sort of the reach, the exposure to WordPress. So it made sense. It didn't quite hit the way I was hoping that a studio press did back in the day, but again, we're in different times and that's okay.[00:14:16] But you know, like at the end of the day, what it came down to was for the last 15 years I've been doing sort of the self-employment entrepreneur things start up, you feel sort of a thing. And even like early on into frost, I was like, this is going to be another long thing and that's fine. I like this kind of thing.[00:14:33] And I think it would have done well on its own. But I was just ready. I was ready for, and I wrote about this on a torque article about seasons change. I was just ready to finally work for somebody else to, to have access to team members, to be fully supported, to get good benefits, pay, like all of those things.[00:14:48] I just, I needed a mental break and, I foresee this break being of several years, not just like a couple months, so[00:14:54] Matt: you said, I feel like frost didn't hit. Maybe like studio press fell, but different times, is that a gut feeling?[00:15:02] Did you measure it , instinctually as somebody who's launched so many things, did you just kind of know like, okay. I'm not feeling that momentum as I maybe did 10 years ago, Yeah.[00:15:13] Brian: Like when you sell something, when you build something and sell something, like you kind of get into this mindset, like, oh, I could do it again.[00:15:19] Right. Once lucky, twice. Good. And, and had I stuck with it, like just me and or Nick at that time, it would have taken probably some time to really get it to a point where it was humming WordPress itself sorta was getting in the way, because it just, it wasn't delivering things that we were looking forward to using and stuff like that.[00:15:35] So it was part gut. , okay, this isn't going to make me a hundred million dollars. Like maybe even a hundred dollars would be great sort of a thing. But I just, as like, like I wanted, I wanted power behind it, not just to have to rely on me. And like I said, I was ready, it was serendipitous me reaching out to Heather, her coming back to me, presenting the offer.[00:15:55] And it's kind of like, she was like, basically let you do what you want to be doing and what you've been doing for 15 years, just under the guise of WP engine and, having gone through the acquisition and the transition for the year afterwards. I had a ton of insight into their culture. And that made it a really easy decision to make, because that was not, is this a company I want to work for?[00:16:15] Cause the answer is hell yeah, I knew, I know how the cultures there. I think a lot of people on the outside don't understand how, how cool and great it is, especially we're 1200 strong. But I was like, wow, this is like almost a dream.[00:16:26] Matt: Yeah. I remember people talking about WP engine, just like when, when they hit 400 people, they, wow.[00:16:32] Like, that's amazing. And now it's like triple and probably just chasing automatic, which I, I think just hit the 2000 mark or just under 2000. So, it's pretty amazing to see like pure. Play companies. Because again, WP engine is only doing WordPress, right? You haven't introduced at other CMS yet.[00:16:50] Right? There's nothing they're getting into headless that might introduce some stuff that might be outside of the realm of WordPress, but you're certainly not hosting Drupal anytime soon,[00:16:59] Brian: correct? Correct.[00:17:01] Matt: That's awesome. Can we chat about the real estate endeavor for a moment? You said it fair.[00:17:09] Anything that you can point to as to maybe why wrong time global pandemic, what was going on with that, with that real estate endeavor of yours. And why did you decide to just exit it?[00:17:21] Brian: So I've always been interested in real estate. We've bought and sold houses over the years, probably 10 over the last 20 years and an agent press, which you may remember was a thing that we did a copy of.[00:17:31] For a few years. So we dabbled in it and I realized just how bad design and marketing is in that space. Generally speaking compass being the exception and maybe a few others. And so I was like, okay, well I have, through the years, I've made several relationships with people sort of higher up in the real estate industry.[00:17:50] So I knew I'd kind of have like an easy launch pad. I get design. I could build it on a WordPress. I've got some spokespeople people who could sort of be advisers to the company who are, experiencing Zillow and all that kind of stuff. And then the pandemic hit and what happened really was probably a couple of things.[00:18:04] One, it probably just wasn't built in packaged the right way. But number two real estate agents got really, really busy because of the housing. They, they, everyone, you would follow it. Oh, I have 36 offers today. Like nobody has time or at the time they didn't feel the need to have a website because their business was exploding.[00:18:24] I don't have time for a website I'm standing in line at open houses. Like, and the sad thing is like in six months or a year, whenever the housing market comes back to earth. Done dental need it, then they'll be like, oh crap. Cause now that you've got a bunch of new agents, people who jumped into the market because of all of what was going on.[00:18:41] So then like the, the demand will go down, but like the supply of agents then is there. And so there's more competition, but I was like, I, I don't have time to weather, all of that. And then frost kind of came up and, things with agent engine, just kind of, weren't really doing its thing. And I was like, I was okay with that.[00:18:55] It was a good college try[00:18:57] Matt: because it was more like it was more agency. Experience than just a product, right? Cause[00:19:02] Brian: you were, I know it was more product based. It was more, we call it digital spaces where we sort of built Jason Schuler of WordPress fame sort of built this profile management system, which I thought was really gonna take off with like associations or, brokerages that had teams of people that wanted to sort of showcase them individually.[00:19:21] Like the idea on paper was really, really good. I think we just poorly executed at the wrong time. So. But I'm okay with that. Like lessons learned, right. We're here where we are.[00:19:29] Matt: Yeah. Yeah. I tell you it's what an interesting time, because you had real estate agents who, you know, probably whatever, maybe not immediate at the pandemic hitting, but a couple months in just being just the fish were jumping into the boat.[00:19:44] You didn't even have to cast a line in they're like website. I don't have time for a website, but then. This whole range at an opposite end of an industry restaurants who are like, oh, we never launched that website. And now we have to do takeout a hundred percent of the time. I know I had, I haven't been in the, my data.[00:20:04] I, my dad runs the agency. I'm well beyond that at th at this point, but it still runs. And I had tons of people calling me at that moment. Literally watching the news restaurants are shutting down, calling me up. Like, I need that website, Matt. , where, where are you? Five 10 years ago when we were telling you to do this a crazy, crazy time for web and for people who haven't caught up at that point.[00:20:26] When I look at. You were saying before, like one of your aha moments with Gutenberg was I copied and pasted and it was kind of like, wow, I can see where the vision is going. Matt Mullenweg could always talk, has always talked about WordPress being like the operating system of the web. That was something that was always interesting to me is what really kept me motivated with WordPress.[00:20:48] I now see this hearing him say that Gutenberg is bigger than WordPress, sort of, kind of nonchalantly in the state of the word. I kind of see maybe that same thing of fusing, like the operating system with code. So Genesis studio press remember back in the day, you're building it all through the functions.[00:21:06] PHP file. I can imagine a world where now you're just copy pasting snippets of code, like the query blocks and stuff like that. Pre pre queried for you. Like all the codes there. Boom, copy paste it. And now I'm developing air quotes to the listener. Who's only listening to audio. Developing by copying pasting snippets of code and dropping blocks in do you have any other future out look on, on where Gutenberg might be going?[00:21:31] Maybe things you might be looking at to build into Gutenberg. Into frost that would push the boundaries.[00:21:38] Brian: Nothing monumental. I We're just obviously following along where WordPress is going, this it's taken us three years to get here. We're working through this now full site editing thing, which I th I think is still gonna take some time.[00:21:50] Right. Which we've already seen the delay from December to January. And I was in full support of that. Cause I didn't think it was going to be ready and I'm more than okay. Especially now that I don't have to. Like obsess over building a product and like put food on the table based on what I sell. Now it's like kind of a kickback and just follow along as it's happening.[00:22:09] And, Nick and I are on get hub and select daily, oh, do you see this commit? Do you see this change? And I'll be honest. I don't know that there are many people in the group of people who are at the forefront of what's going on with WordPress. Then he and I right now, because we are so. We practically have alerts going off, in our own heads.[00:22:27] I just posted 30 seconds ago. How would I see that? Because we, we love it so much. We, we absolutely are infatuated. We call ourselves black editor, fanboys. Like it's, it's kinda crazy and almost embarrassing the extent, but 15 years later, I'm still in love with WordPress. The way that I was and even more so now, because I'm starting to see.[00:22:46] WordPress itself, starting to solve the problems that we tried to solve back in the day with like magazine style themes and stuff like that. It's so easy to want to still primarily build your own thing and around it. And, we're presses now making it so easy with where it's going. It's not perfect and never will be, but they're doing things in a way that make it really easy for people like me to sort of identify where the opportunities are.[00:23:10] And especially those who love design. I could do so much with just WordPress core and a simple theme so much. And that's how I felt back when I launched revolutions. Like, Hey.[00:23:20] Matt: And as a product owner and business owner, software developer, you kind of get that this stuff iterates over time.[00:23:28] And when Gutenberg first launched and everyone just like flipped the table, which, I was one of those folks too, but it was more about how, it was being communicated, how it was being like, whatever the Pictet at the time and enrolled that it had nothing to do about. You know the features of Gutenberg.[00:23:43] Although I still struggle with trying to like grab a block and put it in between two columns is like still a thing that I have to like wrestle and throw my computer with. I always knew like, Hey, this thing's going to get better.[00:23:54] It's just version 0.0 0, 0 1 that we're at like, don't we all like, there's so many software people in this space. Why was everybody losing their mind? That it wasn't good enough yet? This software's never good enough day one. It always gets better over time. Any thoughts on like the iteration of Gutenberg or how you looked at the launch of Gutenberg when that.[00:24:12] Yeah,[00:24:12] Brian: I was the same way. I wasn't sure it was very clunky. I think it kind of got rushed out back in that, that one December. But I think it had to be, I at some point we met that's written before about 1.0 and shipping and iterating and stuff like that. And so I think it was a necessary evil I think Gutenberg, the plugin being a thing now sort of, kind of pulls up.[00:24:30] From the core and like the general consumer standpoint, like seeing these sort of iterations and breaking changes and things like that, they've put it in the plugin, which, which is helpful because it allows people who are developing for WordPress to see what's coming to know how to address it. When it looked like a lot of people, when 5.9 launches, they'll be like, oh, w what's changed since 5.8.[00:24:50] Oh, my God, if you even knew, like so much has changed, but like, we'll be ready for it. Like frost will be 100% production ready when five, it is already, but you know, when 5.9 ships will be fully taken advantage of all the things. Cause we've been on the Gutenberg daily trail ever since then.[00:25:06] But speaking of Sarah McLaughlin, one of the 11 tweets I've favorited in my 15 years of Twitter was her response. She did ask me anything and I said, what's your favorite quote? And she quoted Gandhi's be the change you want to see in the world. And , obviously that that's sort of ubiquitous and we see it all the time.[00:25:21] But when it comes to WordPress and the direction, and this is sort of like Nick and my north star, which is, oh, this isn't working, we're frustrated with how this works. Well, you could do two things. You could piss about it and like, go on Twitter and talk about how bad it is. Or you can roll up your sleeves and figure out how to make it better.[00:25:36] And that is a lot of what we're doing. With developer relations at WP engine, we're teaming up with people on automatic side where other people's sides, rich Taylor is a good friend and we're trying to figure out how do we, universalize some things and just like really be that change.[00:25:50] And, we hope not only will that make WordPress better, maybe some of the people on the sidelines, these Monday quarterbacks as you call them, maybe it'll say, Hey, maybe there's something to like, Approach that they're taking, and maybe it's less about, dogging the platform that helped us win and helping it when, when, when for others and stuff like that.[00:26:09] Matt: Yeah. I can tell you that the one thing that Sort of afraid of is just the the pollution, I guess, of the block directory and what that potentially leads to in a customers. I say customer, I'm thinking I have agency on my mind, but thinking of you logging into somebody's website, who's not a WordPress aficionado.[00:26:28] And then. You have a thousand plugins installed. What's wrong with you? I can see that same thing happening with like the block directory, especially some of the things I've already starting to see where product companies are starting to inject their icon into like a, I don't know. I'll call the task bar.[00:26:46] I don't know what the official WordPress name is for that tray that sits above the editor where you can expand in different. And then, like I w installed a couple of themes the other day on one of my test sites. And it was just like, it looked like the bottom of my windows machine. Like all these icons, , oh, crazy.[00:27:01] We go again. , I don't want this. I can see some people doing like animated gifts now. And , oh, come on. , this is bad enough. Notifications already bad enough. Those types of things that you, you hope to maybe standard eyes across other product companies, is there like an official place you start to document this kind of thing to get everybody together or in a perfect world.[00:27:20] Is there a place you'd like to have for folks to rally around these types of things?[00:27:26] Brian: A good question. W we are guilty of that. Nick, Nick built a black pattern Explorer plugin. That adds a very I think we just recycled one of the core icon components that are part of WordPress. So again, we're not trying to do anything proprietary, so, we've created.[00:27:41] Block pattern, explore that very much is maybe maybe inspired what WordPress itself did in core. And we're looking to sort of expand on that and use that sort of in an experimental sense to help inform how things work, how it can be used, and then to take the things that we're building and push them upstream into WordPress, via pull requests.[00:28:01] And so, we are trying to, again, it's easy because for us, it's not a product that will. WP engine over any kind of metric. Like this was sort of brought in with the intent of, it's not gonna make any money, just use this to help go and grow and do all these things. And so, we've always back when Nathan and I Nathan Rice and I built Genesis, like we always sort of defaulted to WordPress core practices and standards and design and UX and all that kind of stuff.[00:28:28] And so. It's just an eight and eight at this point, for whatever we're working on to not be like a blinking Marquis across an admin notice thing. But I understand that it happens and why it happens. And, I think WordPress adding more capabilities to the core software, kind of. To be perfectly honest, that it knocks out the need for a lot of things.[00:28:49] Some of the black libraries that exist and things like that, like we're pressing now has that in core. So like, I'm hoping to, like, as we're press gets stronger with functionality that some of the needs to, to like to do what you said, won't be there. And I don't know if I answers the question, but are you happy to see the customized.[00:29:08] 1000%. I, I hated it from day one. I hated it from day one. I know we did some stuff with it and studio press. I was never a part of that. Cause I refused I've used it for a few things like custom CSS when I was in an emergency or, header, photo, script kind of stuff. But like I hated it. I never liked it.[00:29:27] I'm thrilled.[00:29:28] Matt: Yeah. . Amazing times, Ryan, what would help you and your role at WP engine call to action? Where can folks find you to connect with you to help the cause to join you at WP engine?[00:29:41] Anything or anywhere you want to point people[00:29:42] Brian: to a yes, the Twitter is probably the place that I'm most I'm most active and most available. At B Gardner, you could put that in the show notes, if you want. Tweet me, follow me, DME, whatever. Twitter is usually where we hang out. I'm on Instagram, that's more personal Starbucks shots and baseball things.[00:30:00] So that's less interesting to people in the space might not be tweeting about baseball. Yeah, no kidding. I'm on LinkedIn and I think it's B Gardner 27 and I was late to that party, so I didn't get the handle I wanted, but but Twitter is the place. I'm, periodically dunking around@briangardner.com actually working on a new design, kind of using that as a sandbox.[00:30:19] Yes. Oops. I'm doing it again was always sort of the tweet when you saw that tweet, I redesigned it. And so people have, I've trained people to never, ever think that there's going to be the same design as, as was there the last time, but that that's how products get built because I use my own site as a sandbox.[00:30:34] So, but yeah, Twitter is the best place. Obviously or for WP engine, we're always looking to build our team, not necessarily developer relations quite yet, but The Genesis team is hiring for an engineering person. And just whether it's support. I We see a number of people come up through the Genesis community who are now working there, lots of rock stars.[00:30:52] Like it's just a great place. So, if you're a WordPress person and you're looking for a job, hit me up on Twitter and I'll see if there's something that's Always hiring great people. I think David Vogel, Paul once said we don't hire something to the effect of, we don't hire qualified people. We've hired great people.[00:31:07] Like it kinda just works itself out that way. So, or we don't hire out. I can't remember what he said. I don't, I don't wanna mess up that quick, but it was really, really good. And I was like, wow, that's really cool. So quote here[00:31:17] Matt: pretty much. My report.com maryport.com/subscribe. Join the mailing list.[00:31:22] Number one way to stay connected. If you want to support independent WordPress content like. Buy me a coffee.com/maryport. Not only do you support the show, you can join as a member for $79 a year. Get access to the private discord and join our Merry band of WordPress Newsies, which we chat about. The WordPress news that goes out every Wednesday.[00:31:41] Five minutes is your favorite five minutes of WordPress or on the WP minute.com. Check it out. Join the. Get your name heard in the credits of the show. Talk about WordPress news. That's fun stuff. Thanks for hanging out today, Brian. I'll see everyone else in the next episode. ★ Support this podcast ★

The Life of Brian How about the Public's money goes to the Public instead of the pampered princes of privilege? Brian suffered a spinal cord injury in a 1983 car... The post The Life of Brian – No BS Newshour – October 8, 2021 appeared first on No BS News Hour with Charlie LeDuff.

The Life of Brian How about the Public's money goes to the Public instead of the pampered princes of privilege? Brian suffered a spinal cord injury in a 1983 car accident. Michigan's No Fault covered it until the insurance companies bought the Governor, Legislators and Mayor.  Now he's wasting away in a nursing home. Why? […]

#HIMediahttps://bit.ly/himitLike and subscribe and all that mess

#HIMediahttps://bit.ly/himitLike and subscribe and all that mess

Brian No-Nonsense Maxwell gives Shawn the first Interview after he signed a contract to fight Chad Johnson on the Floyd Mayweather Logan Paul Undercard fight in Miami on June 6th. He trains with Randy Witcher of Powerhouse Boxing in Gretna, Virgnia.  www.tenminutesoftruth.com 

#HIMediahttps://bit.ly/himitLike and subscribe and all that mess

#HIMediahttps://bit.ly/himitLike and subscribe and all that mess

Who is behind the voice of our podcast introduction? Who edits The VBAC Link podcast episodes? Meet Brian Albers, The VBAC Link's secret weapon! Listen to this episode to find out why Brian has earned this title time and time again. We also learn some fun secrets and ask him some of your burning questions. But in all seriousness, we are SO grateful for all Brian does for us. He is a quality, genuine guy that they just don't make these days anymore!   Additional linksThe VBAC Link on Apple PodcastsHow to VBAC: The Ultimate Prep Course for ParentsThe VBAC Link Community on FacebookThe VBAC Link ShopFull transcriptNote: All transcripts are edited to correct grammar, false starts, and filler words. Meagan: All right, you guys. Guess what? This is an episode that I know you guys have all been waiting for since we posted a picture of our secret weapon wearing, “Don't be all up in my perineum.” If you haven't seen the post, go scroll back in our Instagram. We have Brian, who is our secret weapon. Julie started calling him that, I don't know, forever ago.Julie: Because he is.Meagan: He really is. He has proven it. So we today are going to be recording an episode about Brian. Brian is the voice of our intro on our podcast. Review of the WeekMeagan: We have a review, and Julie is the best review reader. We all know this. I can't read.Julie: Oh my gosh.Meagan: She can. So Julie, go ahead and read your review. I hope you picked a big one. I think strategically, you probably pick the big ones knowing that I can't read them.Julie: Yeah. That's exactly what I do, actually. I pick the bigger ones and leave the smaller ones for you.Meagan: I always hope. I always hope.Julie: We have so many. I don't even think we are going to get through them all, so I am trying to pick more recent ones because I know that you pick older ones and so I feel like maybe we have a little bit of both worlds in our review reading. All right. This review is from Apple Podcasts and it's from carrie.vic so we can totally Facebook stalk her if necessary.Her title is, “OMG, the best VBAC resource out there” and then she says, “Thank you so much to Julie and Meagan for this podcast! I began listening to it right after my C-section in August 2018. Then, when I found out I was pregnant in June 2020, I re-listened to every episode. So. Much. Information. So much positivity and hope. I had my VBAC on 02/11”That was just this year.“and I don't think I could have done it without The VBAC Link. This podcast helped me ensure I had the most supportive birth team and provider, provided so much useful information, and all of these mamas made me truly believe in my capability to do this!“Thank you, thank you, thank you a million! Sending so much love to all you mamas out there! ❤️”I love the heart emojis. I love the reviews. I love carrie.vic from Apple Podcasts. Thank you so much and congratulations on your VBAC.Meagan: Yay. Congrats, congrats. I love when we hear the reviews and we don't have to go stalk them. So if you leave a review or if you have left us a review and then gone on to have your baby, let us know how things are going because we kind of stalk you on Facebook, not on Facebook Facebook but on our Facebook community to see because we love following up and hearing about the stories. So leave us a review and if you have already had your baby, drop us an email or tag us on Facebook and let us know.Julie: Yeah, because we really need closure on these things. Like the ones from last year that you read, I'm like, “Oh my gosh, they had their baby eight months ago. I don't know what happened.” Closure is always good.Meagan: Okay, without further ado, we are going to have Brian give us the intro.Brian: All right, here comes the music. You are tuned into The VBAC Link podcast with Julie Francom and Meagan Heaton, VBAC moms, doulas, and educators here to help you get inspired for birth after having had a C-section. Together they have created a robust VBAC preparation course, along with this uplifting podcast, for women who are preparing for their VBAC. Although these episodes are VBAC specific, they encourage expectant moms to listen and educate themselves on how to avoid a Cesarean from the get-go. The purpose of this podcast is to educate and inform. It is not meant to replace advice from any other qualified medical professional. Here are your hosts, Julie and Meagan after we hear from today's sponsor.Julie: “Here are your hosts, Julie and Meagan”Meagan: Yay. I love it.Julie: I love it. Brian is amazing. I call him “our secret weapon” because he is our very first person that we ever paid to do anything from The VBAC Link. He literally saved my life because when we first started, I was editing our podcast episodes using a free program that I downloaded, and every Tuesday night I would be in a rush trying to get-- I'd spend two hours editing, and trying to crop out “um's” everywhere, and putting the intro and the exit there, and get it in the right spot, and get it uploaded, and get everything posted in time for our Wednesday podcast runs, and then Meagan connected us with Brian.Meagan, you're going to have to tell the story because I don't even remember how you guys met. But then he literally saved two hours of my week and that's why he is our secret weapon. But not only that, he is our video guy. He records the videos for our courses and we also give him a whole bunch of random audio/video stuff to do here and there for us. So he is called “our secret weapon” because he saved our lives and we want to keep him nice, quietly tucked away in our own little package so nobody else can use him because he is ours.Meagan: Brian, you belong to us.Brian: Yep.Julie: We will lock you in a dungeon with a computer and some audio equipment just in case you ever decide you want to stop editing.Brian: And honestly Julie, what you described Julie, just cutting out the um's-- that's pretty much what I do. That's the bulk of it because there are so many, really.Julie: Yeah, because me and Meagan don't know how to not say “um.”Brian: Well, I mean, everybody says “um”.Julie: I know.Brian: It's just a natural, normal part of speaking, but when you're trying to present it as a podcast, you want to sound as pro as you can. And cutting out those “um's” is working towards that goal.Meagan: Yes.Julie: Yeah, and then not saying “um” is another step.Brian: Yeah.Meagan: Yeah.Julie: Maybe when we are grown up we will stop saying “um”.Meagan: It's seriously one of the most, it's one of the hardest things for me. What's funny though is I don't recognize myself saying “um” or “uhh” but I totally recognize anybody else saying “um”. I'm like, “Oh my gosh that person says--” like I recognize “um's” more, but in myself, I don't. I don't know why that's a problem.Julie: Until Brian sends us a message that says, “You guys are saying ‘um' a lot more than usual. Just pay attention.”Meagan: “Can you guys drop the ‘um's?”Julie: And then we are texting each other during podcast episodes and saying, “Oh my gosh I am saying ‘um' so much.” No, but I have learned that I replace that with “so”.Brian: Uh-huh, or “and”.Julie: Yeah. And “and”. Yeah, and “so”. That's awesome.Brian: And that's okay. That's okay too.Julie: Yeah. So let's get going. Um, we-- see? There I did. Oh my gosh, I just said it.Brian: Yep.Julie: You'll probably have to edit that out.Brian: I'll leave that one in.Julie: Yeah, you can leave that one in because, um-- oh my gosh. Now I am going to be so hyperaware. Oh, this is not going to go well.Meagan: Oh my gosh. Okay, so I was just reflecting back on how I got a hold of Brian and I feel like-- okay. So I had a client who, crazy enough, yeah. Anyway. So I had a client and he does video and then his wife does sound. I asked her, I sent her a text or something. I was like, “Hey, do you know about anybody or do you know anybody?” And she was like, “Yeah.” I can't remember if she sent Brian to me directly or if she sent me to someone else, but I'm pretty sure she sent--Brian: You're talking about Michaela, right?Meagan: Michaela, yeah.Brian: Yeah.Meagan: Michaela knew you, right? I thought she sent me directly to you. She was like, “Yeah. I know someone.”Brian: Yeah, because I work at the NPR station here in Salt Lake City and Michaela does as well. She is a weekender and that's how I know her. She still does work there and I still do work there so we still do know each other.Meagan: Yes, yes.Brian: And so she approached me and she asked me if I was interested in helping out some friends of hers start a podcast or do a podcast or something. I don't know if she just didn't have the details or just didn't give me the details, but I had no idea what anything was about. I just knew it was something about audio editing and a podcast and I said, “Yeah, sure.” I love doing audio and I love helping people if I can pursue what they want to pursue. If I can help out, I will help out. Especially when it comes out to audio stuff because I've been doing audio forever. And so I said, “Yeah. Throw them at me. Give them my email. Whatever happens, happens.” And that just got the ball rolling.Julie: And then you became our secret weapon.Meagan: Yeah. She sent me your email. That's right. I was like, “I was pretty sure it was direct.” And then I sent it to you. I remember emailing you and it was such a big step for Julie and I because Julie was our editor before and she did a wonderful job, but she was tired of it. And we are not professional. We are not professional. It's not easy.Julie: It was so much work. Oh, well and Brian can edit a podcast episode in 30 minutes that takes me two hours to do.Meagan: Unless we say “um” all the time and then it's two hours. But yeah. But no, it was just such, I don't know. The stars aligned so perfectly. I will forever be grateful for her and we are forever grateful for you, Brian, and we are so excited that you are with us.Brian: And that was when? That was the fall of 2018?Meagan: Two years, mhmm.Julie: Yeah. Right about that.Brian: And you hadn't done too many episodes before I came on board, right?Julie: I think we were 30 episodes in.Meagan: I was going to say, I think it was 30 or 40.Brian: Wow.Julie: Yeah.Meagan: We really hadn't done that many and they were a mess.Julie: Brian was like, “You guys really need to find a studio and I actually know one that might be available.”Meagan: Yeah. He's like, “You need to have better audio.” So it's just been so awesome and then we were like, “Oh, we are going to do this online course. Hey Brian, do you know how-to video?” “Yeah.”Brian: “Yeah.”Meagan: And you guys, he spent an entire Sunday--Julie: It was like, 10 hours.Meagan: Yeah. With us in an empty duplex sitting there as we were just talking about-- like seriously, yeah. It was amazing and yeah. I am so grateful for you.Brian: And actually, videoing is the easy part. It's all the editing and post-production that takes forever.Julie: And so you know so much about birth, and Cesareans, and VBAC--Brian: And do you want to know? The funny thing is when I started editing the podcast, I, first of all, didn't know it was a birth thing.(Meagan and Julie laughing)It was just a podcast. Seriously, I had no idea--Meagan: He didn't know.Brian: --what it was about until I heard the first audio. I had no idea what a VBAC was. I had no idea what a VBAC was. I had no idea what a doula was. I had to look that stuff up.Julie: And now you know way more than you ever thought you would know about birth.Brian: Oh, I know way more than I thought I would ever know.Julie: Probably way more than you would ever care to know.Meagan: You could be a doula, Brian.Julie: I want to read your bio really fast.Brian: Oh, go for it.Julie: You wrote out a really well-thought-out bio and I want to read it because I think it is transitioning to what we are talking about right now, but I want you guys to know a little bit more about Brian and then we can talk some more, and share some really embarrassing stories, and all that fun stuff.But Brian is a SoCal native which-- I did not know that about you. Meagan probably did. Meagan is a bigger people person than I am. But you moved to Salt Lake City in the summer of 2015. You are a lifelong musician and we have seen some of your stuff on YouTube. It's pretty amazing. You have been an audio engineer since the early 90s. You worked in radio, big-time nationally syndicated stuff as well as small-time local stuff as an engineer and on-air host since the mid-90s. He is currently an on-air host at 90.1 KUER NPR Utah, headquartered in Salt Lake City, heard throughout Utah, and video editor in marketing at Salt Lake community college. I did not know that either.You run Humorless Productions. That's his business name. Remote audio, video recording, and post-production, primarily concert recordings, primarily noisy undergroundy, aggressive, electronic music. Obviously, not recording too many concerts these days. You are an avid skier. I did know that. Avid road bicyclist-- also knew that, and hard-core introvert. Also knew that.And let me tell you, people, Brian‘s never married and has no kids. Brian is such-- this is why I call him “our secret weapon”, right? He literally edits a birth podcast. He has never had kids. He has never seen somebody or helped somebody have a baby, but he is sitting over here being the biggest trooper for us. He came to our first birthday party and took pictures with us in our little made-up photo booth. He is just always so willing to help out and is just so-- I don't know. I just think you are a good-quality, genuine guy. They just don't make people like you anymore. I don't know if that makes sense.Brian: Well, if you think about it though, if you put yourself in my position, I mean, I don't really have to know anything about birth specifically. I'm just doing the audio.Julie: That's true.Brian: You know? I just pull it up on my computer and put it in my editing program and start editing. At that point it's not about birth, it's about audio and it's about making the people sound good.Julie: Which you do a great job of.Brian: So the podcast could be about anything and I'm still going to do the same process.Meagan: Right.Julie: Yes.Meagan: But at the same time, you are so willing to go the extra mile to do so many other things. In fact, even wearing your “Don't get all up in my perineum” shirt.Julie: “Don't be all up in my perineum.”Brian: The perineum shirt.Julie: Actually, can we talk about that shirt? I'm going to have that available in our VBAC Link shop. So if you go to thevbaclink.com/shop, you can see exactly what we are talking about and buy your own. “Don't be all up in my perineum” shirt straight from our VBAC shop. So by the time this episode airs, I will have it up there and live for you. I am pretty sure we can include a picture of Brian rocking it. In fact, that might just be our main product image.Meagan: Yes. Yes. I love it. Okay so, Brian. What got you into-- I mean, you've been doing this for such a long time. What sparked your interest in this? Like as a kid, what did you do as a kid? Did you want to do stuff like this as a kid? Like in editing and audio and video and all that?Brian: No, I mean, as a kid, like as a teenager, I would ride my bike around the neighborhood or ride my bike just as much as I could, so that's always been a lifelong thing. I started playing guitar at 12 or 13 years old and that pretty much instantly became my main focus forever. I wasn't good at it instantly. I wasn't a prodigy, but I got fairly good at it in some short amount of time. I was sort of a natural musician. It was just a language that I understood.Meagan: Yeah, it just came to you.Brian: It just kept going and going from there. I was in bands back in the 80s which-- we didn't go anywhere. We didn't record anything. But I was always playing and I was always getting better. Eventually, the first thing I did out of high school was, I went to a guitar school in Hollywood. It's the premier West Coast guitar school via Musicians Institute and the Guitar Institute of Technology. I graduated in 1990 and from there, that's what got me interested in audio. In playing guitar, and playing with bands, and playing with other people and recording as well, I was interested to know how exactly. You know, you mic up a guitar and why does it sound different if you put the mic here or if you put the mic here? Or if you use this microphone or that microphone? I was interested in that sort of stuff. I just dove into it headfirst while all along being a musician, but also being interested in audio.Once I eventually went to proper college, I was a music major at first, but then I switched to audio engineering and graduated as an audio engineering major. That was in the mid-90s. That's when I started in radio. I eventually did my own music shows in LA and I was an engineer for some big radio shows in LA. It all just came together and that's how it's been since then.Meagan: That's awesome. I didn't know that about you.Julie: Yeah. You're pretty good at it. You've got a natural talent.Meagan: Yeah. Oh my gosh.Julie: Alright.Brian: Isn't that what they say about kids? Because I'm a middle kid. I have an older brother and a younger brother.Julie: Aw, that makes sense too.Brian: Isn't the middle kid supposed to be the artsy one?Meagan: You know, my middle kid is. She is very artsy. I mean she seriously, she was 18 months old and I remember we were in this group of people and there were some coloring books. She sat down and started coloring and this lady was like, “Oh my gosh” because she was color blending and coloring in the lines so perfectly. She was like, “What in the deal?” And then now, she can just look at something and she just draws it. And she's like, “Look, this is--”. The other day, she brought home-- it was Cat in the Hat, Dr. Seuss's birthday, or whatever, and she brings me this Cat in the Hat picture. I am like, “Oh my gosh.” She is so good that way, and then she is really good in the arts like dance, and music, and things like that. She is really good at the piano and she is six. So, yeah. I would say my middle kid is good at it.Brian: Cool.Julie: I have two middle kids and I would say my third is definitely the more artsy one. But again, they are three, four, six, and seven. My seven-year-old has really mild cerebral palsy so he has always hated handwriting. He's always hated coloring because it's hard for him because of his right hand. It's his right side that is affected. He's not severely disabled or anything. It's really, really mild cerebral palsy, but it affects his right extremities and so he is forced to be left-handed when his brain operates in a right-handed way. He's never been good at that type of thing. I wonder if that's true. I don't know. We will see. We will see as my kids get older I suppose.Meagan: So tell us something else unique that no one would know about you that we don't even know.Julie: Yeah. Behind the scenes.Brian: About me?Meagan: Yeah, because you are. Like we said, you are just like this secret weapon. You just have all of these hidden talents. What is something that you-- I don't know. What is something secret?Brian: Well, I have a good one. I don't know if I have told you before, but I lived-- so I am from Southern California. That's what I say. That is the short answer. But the long answer is I was born in San Diego and I grew up in San Diego. But I lived all of my adult life in LA and so LA feels more like my home, which sounds sort of weird than San Diego, but if you press me, if you asked me where my home city is, I will say LA. But then, I also moved to Austria twice.Julie: What?Brian: Yeah. I lived there for most of 2005 and then I moved back to LA, and then I moved back to Austria from late 2009 to late 2010, so another year there for no reason. It wasn't a work thing. It wasn't for anything, I just wanted to live there. So twice, I sold all my stuff and quit all my jobs, and moved.Meagan: Oh my gosh.Julie: Oh, to be free.Meagan: That's amazing. That's amazing.Brian: Yeah. I didn't really know the language too much. I mean, I took some classes beforehand just so I was a little bit familiar, but I went over there and that's actually where Humorless Productions started my mobile audio/video recording system. That's where I really cut my teeth because there were so many more shows over there at that time that I could record as opposed to LA, at least for the music that I was interested in recording. And so I went over there, and I brought some equipment, and I would record all sorts of shows every month. It wasn't easy, but I worked out a system. It's evolved over the years and now I have a really good system.Actually, the first time I lived in Austria was in Vienna. The second time I lived there was Linz, which is a smaller town about an hour and a half west of Vienna. But if you really asked me if there's anywhere in the world that feels more like home than anything else, I would say it's Austria.Meagan: Really?Brian: Yeah. I have five more friends even today in Austria than I do in the States.Meagan: Wow.Julie: That is super cool.Brian: Yeah.Julie: Gosh, I used to travel so much when I was single. I guess maybe it was because I was in the military. I lived in a couple of different places and then once or twice a year before I got married, I would just travel somewhere on a plane. I was just talking to Nick the other night about this and I just miss that so much. You know, you get married, and you have kids, and you're just stuck forever until your kids get old enough to travel with you. I love that.Brian: And actually when I was over there, I wasn't really intent on traveling or going around, but that just ended up where the shows were that I would record. Vienna is fairly centrally located, so I would hop on a train and go up to Prague, or Budapest, or to Venice, or to Zurich, or to Munich, or to Berlin, or wherever. So it was all sorts of fun.Meagan: That's awesome. So cool. Yep. I did not know that.Julie: Yeah. I did not know that either.Q&AMeagan: So I posted on our Instagram what questions people have for you and a couple have come in. Can I ask them to you?Julie: Yeah.Brian: Yeah.Meagan: One, what is the most interesting thing you have learned from this podcast?Brian: I've learned all sorts of stuff. What's the most interesting thing? I don't know the most interesting thing.Meagan: What's something that stands out to you that you've learned? Obviously, you learned what a VBAC is in general.Brian: Yes, in general.Julie: Maybe if somebody asked you, what is The VBAC Link? What would you say?Brian: Well, here's the thing. For anybody listening, Julie and Meagan don't necessarily want you to have a VBAC. They want you to have the birth that you want. If you want a Cesarean, that's super great. More power to you. The thing is, you're going to learn stuff. Even if you do a Cesarean, you will learn stuff for your pregnancy that will benefit you if you listen to this podcast. If you are a first-time mother, you will benefit. You will learn stuff from this podcast. It doesn't matter if you have never had a Cesarean, doesn't matter if you have never had a vaginal birth. There is just so much good information that you will learn in this podcast.Meagan: I would agree. So another question is, do you share what you have learned with any expectant parents in your life?Julie: Wait, wait, wait. Hold on a minute. Hold on a minute. Thanks for that Brian. That was really nice of you to say. I really like that.Brian: Yeah.Meagan: That really was.Julie: Thank you.Meagan: So to me, Brian, you just answered it a little bit, right? Because that's one of the most interesting things you have maybe learned, right? We're pro VBAC, obviously. That's why we are here and that's why we created the course, and the podcast, and the blogs, and all of that jazz, but you nailed it. It's not that we want you to have your VBAC. It's that we want you to have the birth experience that you want, whether that be a VBAC or not. So I totally love that so much and that seems like the answer to me too. Maybe it's not the most interesting, but it is something that you have definitely taken away and realized that through editing our podcast, that's what we are here for. That is exactly what we are here for is to help these people get the birth that they desire no matter what that may look like to them.Brian: And one other thing, it might sound like not the best way to say this, but a lot of these women who come on the podcast have learned lessons the hard way. They want to share their experiences of learning things the hard way so that other women don't have to learn the hard way themselves. You know? You never ever want to say, “Well, I told you so I told you so,” but I think that's one of the best things about this show is that women don't have to go through all the trauma and all the pain that these other women have gone through, not unnecessarily. You know how birth goes. You never can plan it out 100%.Julie: You know how birth goes now.Brian: Yeah, more than I used to.Meagan: Yeah, and I love that. Yeah. I don't think it was saying it like that or anything. It's true. We have all learned things in hard ways a lot of the time and that for sure was me with my second provider. I didn't switch and I learned the hard way to follow my gut. I didn't follow it the first time. I had to follow it the second time. I am glad that I did so I had the outcome and the experience that I had. So, yeah. I love that.Do you share what you have learned through this podcast with expectant parents in your life? Do you have many expectant parents in your life?Brian: Yeah, I would in a heartbeat. I have only had one friend who had a kid last year sometime in 2020 and I definitely recommended it to her when she was pregnant. I said, “Hey if you want to learn some stuff, listen to this podcast.” I don't know what her plans were as far as her birth plans, but yeah. I said, “There is all sorts of stuff that you will learn listening to this podcast.”Meagan: That's awesome.Brian: And she was a first-time mom.Meagan: Yeah. I know, I think that's something that is so interesting. A lot of the times it's like, “Oh, I have had a VBAC so I don't need to listen to that,” but really like you said, the first-time parents can almost learn just as much, if not more, than the people who have had Cesareans. Right?Brian: I mean, how many episodes do you have on the pelvic floor? That is something that every first-time mother can use.Julie: Yeah. At least four I think.Meagan: Exactly. Mhmm. Yeah. And chiropractic care and working through your fear.Brian: Yep.Julie: And big babies.Meagan: Oh yeah and big babies. Things like that and learning what is evidence-based. You know, we really focus on a lot of evidence-based. So yeah. I love that. I love that you referred us. Thank you for referring us. Do you know how her birth turned out?Brian: I don't know.Meagan: Did she talk to you about that? Most people, probably not.Brian: She hasn't talked to me about it. I've seen pictures of the baby on Facebook and everything looks like it's rolling just perfectly.Meagan: Going really well. That's awesome.Brian: Yep.Meagan: So you said you have two siblings. You are the middle child. Did you say, two brothers?Brian: Yes.Meagan: Are they married?Brian: Both of them are. Older brother has no kids. Younger brother has two kids.Meagan: Oh awesome. Do you know how his wife's experiences went?Brian: I don't know. I haven't asked her.Meagan: Right. It's not really something you probably would. I was just so curious if now--Brian: I mean, I don't think she'd hesitate to tell me if I asked because she's an adult. I'm an adult. Yeah. But I just haven't asked.Meagan: Yeah. Okay, what other questions do you have, Julie? Or what else do you want to tell us, Brian?Julie: I mean, I guess unless you want to embarrass us or roast us, I am so disappointed that there is not going to be any roasting. Throw us under the bus. What kind of dirt do you got on us? Tell the whole world.Brian: I don't have anything embarrassing about you. I have something embarrassing about me.Julie: Okay sure.Meagan: That's the thing is, I want to know more about you. I want this episode to be about you. So tell everyone about you.Brian: Well, here's one thing. First of all, I said in my bio there that I am a hard-core introvert and that's 100% true. This story sort of reflects that a little bit. It was when I first started the podcast. I think I had met Julie and I had met Meagan maybe once. I forget. Maybe not at all at this point, but one of you called me. I forget who it was. One of you called me on some afternoon and just wanted to say, “Hi. I just wanted to chat on the phone for a little bit.”Julie: That was definitely Meagan. I don't do things like that.Meagan: Probably me.Brian: I felt so bad because when you called me, I was at the main library and I couldn't really take a call. I couldn't really talk but I was totally whispering. I felt bad because I wanted to talk. I wanted to say “hi” but I was just not in a position where I could do any of that because there were people all around, and I was in the middle of something, and you can't make a whole lot of noise in the library. And so the call ended up being 30 seconds. It was like, “Yeah, hi. Thanks. Okay. That's cool. Okay, bye.” That was more impersonal than I usually am. You know, in the first place, I really am not the most personable person. I am not friendly at first.Meagan: Really? I think you were. You were friendly.Brian: But I felt bad about that call. But now we all hang out and we are all cool.Meagan: Yes. Now it's like, “Brian!”Julie: COVID has put a serious cramp in our style. We don't get to see you anymore.Meagan: I know.Brian: Yeah.Julie: One day. One day, maybe.Meagan: I know. COVID. Darn COVID. How've you been during COVID Brian? What have you been up to during it?Brian: It's been pretty great for me. I call it “working from home”, but at the same time I have been an essential worker at both of my jobs, and so I have really not changed my schedule at all too much. But it's been great for me as an introvert because everybody else in the office doesn't show up. They are all working from home.Julie: So you get to be all alone and enjoy being an introvert.Brian: So at both of my jobs, I pretty much have the whole building to myself. I can work at my own pace and I can play music as loud as I want. So it's been okay.Meagan: That's good. Have you taken on any side projects or anything other than everything that we send you?Julie: Everything that we send you?Brian: Everything you throw at me? No, not really. I mean, I have all my regular stuff. I have about a dozen blogs and a dozen side projects. I have always a thousand music projects at home which don't really have a deadline, so I have a mountain of stuff I can always work on. Sometimes I get to it. Sometimes I don't. Right now it is ski season, so I am skiing every Saturday and every Sunday for months on end. I am working both my jobs quite a lot these days so I don't have much time to do much of anything.Meagan: Where do you like to ski, Brian?Brian: Well, living here in Salt Lake City is pretty much the center of the universe. We have all sorts of good skiing here. I have one of those multi-resort passes so I have gone to Big Sky Montana this year. I've gone to Steamboat Springs this year. I actually have weekends coming up for both of those coming up shortly. I don't think I will hit Jackson Hole this year. I don't think I will hit Sun Valley this year. I don't think I will hit Aspen this year, but I have skied all over the West Coast.Meagan: What's your favorite resort here in Utah? What resort would you suggest of someone to come to Utah and try out?Julie: Megan is our skier. She probably wants to go catch you on the slopes one day.Meagan: Yeah.Brian: It's probably not the one that most people would come up with as the number one resort here in Salt Lake City at least, but I go to Snow Basin.Meagan: Snow Basin is awesome.Julie: I like Snow Basin.Meagan: That's the first place I go.Brian: At least for me. I was going to say, Snow Basin is better than any of the four here close to town. We have Snowbird, Alta, Brighton, Solitude. But Snow Basin is the one I prefer. Just got the best terrain for me. I am an advanced skier. I've been skiing my whole life.↔Julie: You got a lot of that in SoCal huh? Just kidding. I'm sure the slopes were amazing in Austria.Brian: Yeah. Yeah. I went skiing at St, Anton in the alps for a week. I skied Kitzbühel.Julie: Aw, what a dream.Brian: I skied the racecourse. The Hahnenkamm racecourse at Kitzbühel a week before the race. It was the day before they actually shut down the course for the race, which was totally cool. So I skied the Hahnenkamm in Austria.Julie: That's pretty cool.Meagan: That's super cool. I just started skiing this year.Brian: Really?Julie: Did you? For some reason, I thought you've been skiing for a while. I used to snowboard back in the day when I was cool and now I'm just a boring mom. I still have my snowboarding boots. I used to go to Brighton because it was the cheapest one. You could buy a half-day pass for only three of the lifts and it was only $40 instead of having to pay $90 for a full resort pass and so me and my friend would go up almost every weekend. We would go boarding and then we would go to the Porcupine Grill at the face of the canyon afterward and have nachos and hot chocolate which you wouldn't think go together but after you go snowboarding, they definitely do go together.Meagan: Oh wow. That's in my neighborhood. Yeah. No, I actually begged to snowboard as a kid. I begged my mom every year. “Mom, I want to snowboard. I want to snowboard” and she was like, “Nope, nope, nope. Too dangerous. Too dangerous” and refused. And so this year for Christmas, my husband surprised us with also a multi-pass and said, “We are--” because you guys probably know I hate winter. I hate it. I hate it. I hate being cold. I like being at the pool feeling the sun and going outside on hikes, and sports, and obviously, as of last year I really took up cycling, and so I just like to be on my bike. So yeah. “We are going to make your winter better.” I will just tell you right now, if you haven't ever skied before and you have snow In your area and you are listening, go skiing. It has changed my winter life completely. So I love that you ski, Brian. I always remember we would always try to get the podcast recorded at the end of December, or really November, so we weren't driving in the winter and we would try to get enough through February because we were like, “We don't want to drive to the studio in winter.”Julie: The studio is an hour away from my house. In some of the snowstorms, it took me two hours to get home, and then there was that one time Meagan made me run out of gas on the freeway.Meagan: Yes.Julie: That was at midnight. It was awful.Meagan: Yeah. We were recording with Brian. This is how much of a champ Brian is. He would literally stay with us at the studio until 11:30 PM. It's insane what this man does for us. So we just are overly grateful for you. But I always remember he was telling me-- I swear there was two years or something that you were like, “Yeah. I'm going to Jackson this week.” And you would go and ski in Jackson. It's one of my dreams to go and ski because we have a cabin there and now that I ski, I want to go skiing there because I have heard it's amazing. I've also heard it's pretty steep though. Is it steep?Brian: Great one. Yeah. They have something for everybody.Meagan: Good, because I am still not as advanced or confident. My husband says I am a really really good skier. I just lack confidence.Julie: We need to get your confidence for skiing just like we want people to have their confidence for birth.Meagan: I know. Okay, one last thing. What advice would you give to parents listening to the podcast? What do you feel is one of the most important takeaways from listening to all of the stories?Brian: The biggest takeaway, and it's the most obvious thing in the world. Birth is not easy. It is a monumental challenge. You can only be as prepared as you can. You could write down every single thing that you think is going to be a part of your birth plan and both Julie and Meagan will tell you there is not a single birth plan in the existence of the history of the universe that didn't go 100% according to that birth plan. There's always going to be some curveball in there that you were not prepared for. It's impossible to prepare. You can't prepare for absolutely everything. You can make a birth plan. You can make a backup plan. You can make a backup backup plan. The best thing you can do is just learn, research as much as you can, listen to the podcast, I don't know what else to tell you. You can't be prepared for everything but you can just try.Julie: And trust your intuition.Brian: Yeah. And the other thing is that-- I'm sure you've said this Meagan or Julie in the past on one of your episodes and I know it's easy for me to say, “Well, keep this in mind.” But keep in mind that you are the mother. You are in charge. All the nurses, doctors, the providers-- they can tell you, “Okay. We need to do this,” and if that doesn't line up with your birth plan, you say, “No, wait a second. I am doing it this way.”Julie: Boom.Brian: “I'm doing it this way.” You say it twice. You say it loud if you need to. “I'm doing it this way.” And if they say, “Okay. We'll work with this.” It might get to a point where they say, “You know what? This is medically unsafe or medically unwise.” At that point, you say, “Okay. I will listen to what you have to say.” Otherwise, you are saying, “I'm doing it this way. I'm doing it my way.”Meagan: Yeah. And it's okay to say, “Why is this medically unwise?” It's okay to question that.Brian: Yeah. You are in charge. Not them.Julie: Love it.Meagan: Okay. You're awesome, Brian. We love you. We love you so much.Julie: Yep. Don't ever go anywhere. We are going to keep you forever as our secret weapon. Our not-so-secret weapon anymore but I am still going to call you our secret weapon.Brian: Awesome. Okay.Meagan: If you ever decide to go back to Austria, are you still going to stay with us, or are you going to be like, “Peace out Meagan and Julie?”Brian: Well I mean, we haven't actually ever been in the same building for a year now.Julie: Yeah, so I'm pretty sure it doesn't matter where he lives.Brian: And we're still making a podcast, so whether I'm in Salt Lake City or in Vienna, we can still work it out.Julie: Boom.Meagan: Perfect. All right, okay. Well, if you guys want to know more about Brian after this episode, message us and we will get your answers. And Brian, seriously, you are just a miracle in our lives. So, we love you. We appreciate you. Thanks for joining us today and telling us more that we didn't know about you. And for the ski trips.Brian: Totally awesome.Julie: Wonderful.ClosingWould you like to be a guest on the podcast? Head over to thevbaclink.com/share and submit your story. For all things VBAC, including online and in-person VBAC classes, The VBAC Link blog, and Julie and Meagan's bios, head over to thevbaclink.com. Congratulations on starting your journey of learning and discovery with The VBAC Link.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

I had the honor to interview Brian Bogert who for me, is a real life superhero in a sense. He has dealt with his share of adversity and he continues to brush himself off while continuing to bust through barriers to create his best self. I admire all that he has accomplished in his life and he's here to help other accomplish the same and more. He goal to impact over a billion people is lofty yet if there is anyone who can do, I'm putting my money on Brian. This was a special episode as Brian was so gracious and share so much and sometimes the conversation gave me a lump in my throat as we went deep. I sure hope you enjoy this episode as much as I did creating it with Brian. Thanks for listening! Much love, Joe Brian Bogert: Human Behavior and Performance Coach, Keynote Speaker, YouTuber, Podcaster and Course Creator Founder - Brian Bogert Companies Website: https://brianbogert.com/ No Limits: https://brianbogert.com/no-limits/ Instagram: https://www.instagram.com/bogertbrian/ Facebook: https://www.facebook.com/bogertbrian YouTube: https://www.youtube.com/channel/UCmhaMgY8q-tMMCj0rpGg7iw LinkedIn: https://www.linkedin.com/company/the-brian-bogert-companies/ Email: info@brianbogert.com Podcast Music By: Andy Galore, Album: "Out and About", Song: "Chicken & Scotch" 2014 Andy's Links: http://andygalore.com/ https://www.facebook.com/andygalorebass If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than 60 seconds, and it really makes a difference in helping to convince hard-to-get guests. For show notes and past guests, please visit: https://joecostelloglobal.libsyn.com Subscribe, Rate & Review: I would love if you could subscribe to the podcast and leave an honest rating & review. This will encourage other people to listen and allow us to grow as a community. The bigger we get as a community, the bigger the impact we can have on the world. Sign up for Joe's email newsletter at: https://joecostelloglobal.com/#signup For transcripts of episodes, go to: https://joecostelloglobal.lybsyn.com Follow Joe: https://linktr.ee/joecostello Transcript Joe: Ok, today, I want to welcome my guests, Mr. Brian Boger. Brian, welcome.   Brian: What's up, Joe, I love I love that shirt you're rockin no limits, soldier, right there. I   Joe: Hey,   Brian: Love it.   Joe: There you go. You know what? So since we're talking about the shirt, we've brought it up. Explain to me the purpose behind this shirt. I know that you give all the money away to   Brian: One hundred   Joe: Charity.   Brian: Percent of the proceeds, huh? Yeah, so I'll first describe kind of what no limits is just high level and then we'll talk about kind of where this is. No limits is is part of our branding. And it's this belief that I genuinely feel like we all can live with no limits. It's not that we're unlimited and we can do anything we want. It's that we can live significantly beyond the limits we place on ourselves and certainly be on the way the world has placed limits on us. And so that infinity sign, there's a lot of intentionality around it, which is really about awareness and intentionality and how those weave together to help us find who we are so we can live with no limits with our life in alignment. And so as we've been building this brand, there's always been this altruistic philanthropic side of me. Everything I do and desire for me to be financially successful is also for my ability to distribute that wealth back out into the community. So when we had an opportunity that people started to really attach to the brand and what they were doing were like, you know what, let's make some apparel. And we've got, I think, five different t shirt designs, both in men and women. We actually also have a dog design, too. I'll explain that in a second.   Brian: But the reason we did it is one hundred percent just to allow people to attach to it. You see, there's not Brian Bogot companies and stuff written all over it. Right? It's really the infinity in no limits and embedding people in that. And one hundred percent of the proceeds are going to nonprofits that we're going to rotate on a quarterly basis. And so, you know, it's just another cool way. You know, I'm not gonna make a bunch of money off t shirts. That wasn't something that needed to move the needle. But, you know, people can attach to the brand and feel like they're doing something better. Their investments also helping more lives. And a big part of who I am, I'm on a mission to impact a billion lives by twenty, forty five. This is just another way to perpetuate that. The dog shirts are that we're an animal family and my wife is like obsessed with them. And she's like, we can't have apparel without matching dog apparel, which just saw me die laughing because I still think it's so ridiculous. But I love my wife to death and every time my animals wear clothing, it just makes me laugh. But it's been cool because, yeah, those are those who go to support our local Humane Society and ASPCA as well. So some of the proceeds.   Joe: That's great. Yeah, and it's a beautiful shirt. I'm always nervous about when you can't you can't feel it first, but when I took it out, I was like, I don't know. I've been in the gym a lot lately. I might be a little a little too big for him. It's like fit perfect. It makes me actually look better than I should look. So I   Brian: Well,   Joe: Appreciate   Brian: You know,   Joe: It.   Brian: I'm super anal about t shirts as well, so I'm actually happy that he said that because I before we ever posted them, before we started selling them, we actually tested a bunch of shirts. And I wanted to make sure that they fit and they felt like I like shirts to fit. Not that that means everybody else needs to like what I like. But I've had so many other t shirts and different apparel that they just don't fit right in. You never wear it. And I'm like, if I if I'm going to buy something for my own brand or have something for somebody else, I want something that people feel comfortable in.   Joe: Yeah,   Brian: So   Joe: Yeah,   Brian: I'm   Joe: So   Brian: Happy that you feel that way.   Joe: Yeah, and besides wearing it out like normal, like this with her jeans and whatever, I definitely am going to get some more because I think it's cool and it'll be a gym shirt for me. And then I think people will come to me and go, that's cool, what is that? And then send more people your way. So that's my goal.   Brian: I'm so grateful, yeah, for the gym one, you're going to get one of those embrace pain to avoid suffering shirts. That's   Joe: There you go. That's   Brian: That's   Joe: Right,   Brian: That's that's the motto in the gym that's   Joe: That's   Brian: Going to help push you, man.   Joe: Right. All right, deal. So I always I know you've told your story a zillion times, I'm sure. And I want you to tell as much or as little as you want to bring us up to today. So however, you can kind of let the audience   Brian: All   Joe: Know. Yeah.   Brian: Hold it a million times, so I feel like I know the points I want to hit, so I'll just I'll just run with it. I'm going to ask you and anybody who's listening, unless they're driving to just close your eyes for just one second. And I want you to imagine going to a store, having a successful shopping trip, heading back out to your car. And it's a beautiful day. And you think you're just going on with the rest of your life like it was just any other normal shopping trip. And then you get to your car and you turn your head and you see a truck barreling 40 miles an hour right at you with no time to react. Go and open your eyes. That's where this portion of my story begins. My mom, my brother and I went to our local Wal-Mart to get a one inch paint brush. And anybody who's known me followed me or even in the few minutes we've been talking can probably tell. I've always had a lot of energy. It's the first one of the car and not a surprise to my mom because I want to get home and put that paint brush to use. You know, this is back in the days, though, before they had key fobs. So I had to literally wait for my mom and brother to close the gap of those four or five feet, catch up, stick the key in the door and unlock it to get on the other way.   Brian: And as it happened, the truck pulls up in front of the store and a driver, a middle passenger, get out. And the passenger all the way to the right felt the truck moving backwards. So he did what any one of us would do, Joe, and he screwed up and put his foot on the brake instead of the gas combination of shock and forced Zoom up onto the steering wheel, up onto the dashboard. And before you know it, he's catapulting across the parking lot 40 miles an hour right at us with no time to react. Now, we were in that spot, so we went up into the median, went up to the car in the median, ultimately knocked me to the ground, ran over me diagonally, tore my spleen, left the tire tracks, scar on my stomach and continued on to completely sever my left arm from my body. So there I am laying on the parking lot on one hundred and fifty three day in Phoenix, Arizona, my mom and brother just watched the whole thing happen and they look up and they see my arm 10 feet away. Fortunately for me, so did my guardian angel. She saw the whole thing take place, she was a nurse that walked out of the store right when this happened.   Brian: She saw the literal life and limb scenario in front of her and she rushed immediately into action. She focused on life. First, she came over and stopped the bleeding and she saved my life. And then she instructed some innocent bystanders to run inside, grab a cooler filled with ice and get my detached limb on ice within minutes. Had she not done one or both of those things, I either wouldn't be here with you today or I'd be here with you today with the cleaned up stop. That's just the facts, right? So I will expedite a whole lot of the rest of that particular story. We can dig deeper if you want to. But as you can imagine, there was years of recovery that came from this. Twenty four surgeries and a whole lot of lessons and observations. What I've definitely learned is that I have an extremely unique story. I'm sure that your listeners weren't expecting it to go there today. But what I've also realized is that we actually all have unique stories. And what's important is that we pause and become aware of the lessons we can extract from those stories and then become intentional. How do we apply to our lives? And we all have the ability to do that. We also all have the ability to tap into the collective wisdom of other people's stories, to shorten our own curve, to learn something to share with you two primary ones.   Brian: And then we'll just see where the conversation goes. The first is I learned not to get stuck by what has happened to me, but instead get moved by what I can do with it, and the second I didn't realize until far later. I was a kid. I was seven, eight, nine, 10, 11, 12 years old when I was going through the meat of all of this. Yes, I was the one doing the the therapy. Yes, I was the one having the surgeries done to me. But I was also being guided through the process. So I was a little bit in a fog. My parents, however, were not they were intimately aware of the unceasing medical treatments, years of therapy and the idea of seeing their son grow up without the use of his left arm was a source of great potential suffering for them. So they willed themselves day in and day out to do what was necessary. It was tough to embrace the pains required to ultimately strengthen and heal me. So whether it was intentional or not, what they did was they ingrained in me a philosophy and a way of living which I embody and everything I do now, which was to embrace pain, to avoid suffering. And I believe when that's done right, that's also where we gain freedom.   Brian: So it's these concepts that I use to not only become this unique injury, but how my business partners and I scaled our last business to 15 million with the span of a decade. And now how is a human behavior performance coach and entrepreneur? I flip that on its head. You will have individuals and organizations just like you, just like the people listening, become more aware, more intentional, and who they already are, their most authentic selves. You see, I believe that's when magic starts to happen and the door starts to crack to perspective, motivation and direction. And that's when people have the opportunity to have joy, freedom and fulfillment and to back into their lives. And those are the reasons I'm spending the next twenty five years of my life committed to trying to impact a billion lives on this planet. Because if we can reduce the level of suffering that people experience, which there's a lot, and we give them the chance to experience joy, freedom and resentment, we give them the permission to be exactly who they are and know the world will embrace them and love them for exactly who they are. And we can bring vulnerability and authenticity into everything we do, which are the glue that binds human connection. Then we can come together and leave this world a lot more. Beautiful place for my kids, my grandkids.   Joe: Well, let me start here first. Do you still are you still in contact with that nurse?   Brian: You know, I am actually on a mission to find her right now. I've never spoken with her. And so part of the reason I also talk about that role in that process on so many platforms is I want there to be a lot of exposure and hopefully the world is going to help me track her down because I just want to say thank you.   Joe: Sure, that time that I've heard the story, it was like, I need to ask him that question, I'm just wondering if they're in connection with each other.   Brian: We're not I'm actively looking for her right now.   Joe: Got it during the time you were going to school. How did you handle I would assume you were treated differently, right,   Brian: Of   Joe: By   Brian: Course.   Joe: Your by your friends and teachers and they always whatever the case might be. How did you handle that?   Brian: Yes, so I think I handled it from a place to survive and protect myself, although I didn't realize that's what I was doing until far later. I didn't I didn't like being the center of attention and I didn't like. Being defined. By boundaries that were placed upon other people's view of what they'd be capable of in my scenario, and so I got this really adamant approach to I'm not going to be defined by those boundaries and I'm going to break beyond boundaries for my entire life, because why not? If I want to do something, the limitation is inside. Right. I need it. And there may be a physical limitation in some ways, but like I can always overcome the physical limitation. If I have a will and desire, that's great enough. But what happened right to protect myself is I created this intellectual narrative, which was I'm good, I'm strong, I'm capable. I don't need anybody's help. And it served me really well for a long time during that period of time, I was able to really hone my emotional intelligence because I got so good at wanting to divert attention from me that I got very strong in my ability to read people, read environments, read situations so that I could almost ensure that that attention wasn't on me. And so it honed those skill sets. And it also honed my mental toughness, which, again, I'm a huge believer is a big part of the equation to be kind of successful. That intellectual narrative ended up biting me later in life. And when I was 20 years old, I broke my arm in a snowboarding injury.   Brian: Compound fracture almost lost it again. And that was the moment that I realized the power of our narratives because the world bought into mine. I had I had sung that preached that narrative so strong. I never even said those words right. That's just the message that I was sending with my energy and how I showed up and how I interacted. And now all of a sudden, I'm in my most vulnerable period ever as an adult, not having the same infrastructure and support system that I had at home that I probably took for granted up until that point, how much support I had. Now, sitting in this vulnerable position, I didn't have the courage to ask for help. So I had a lot of friends, a lot of family. Nobody showed up and they didn't show because they didn't love me or didn't care about me. And they showed up because they just believe Brian's goody strong is capable. He doesn't need anybody else. And so that's kind of the during that whole school adolescent period. Right. It was really about me proving that I could overcome the physical limitations, that I could protect myself, that I could get myself there. But what I really downplayed the importance of was the importance of human connection. So that whole next year of my life, I shifted to vulnerability and authenticity and how do I hone the relationships that I was developing so strongly through emotional intelligence to be able to focus on a true connection.   Joe: So it sounds like your parents were super special. Did they go out of their way and whatever normal way for them to handle it, to not limit you from doing anything like when somebody knocked on your door and said, hey, can Brian come out and play and we're going to play football? Did they say, Brian, go have fun? Like, is   Brian: Yeah.   Joe: That the approach they took?   Brian: You know, nobody's ever asked me that question, you just gave me chills when you asked that. I think it's a blend, honestly. They did. They never wanted to be the reason that I didn't do something. But as you would expect, all parents have a protection mechanism that kicks in. So immediately after the accident, I was I was in slings and during surgeries for a few years. And so that first year after the accident, no, I wasn't going out and playing at the level that I would have right between seven and eight. But it wasn't long after that that it was it opened up. We started having good friends in the neighborhood. We played football in the street. We played basketball on the street. We rode bikes nonstop. And so they were never going to tell me that I couldn't do those things. Now, what they didn't want me to do, they didn't want me to join a football team where we were playing tackle because for obvious reasons, I get hit really hard on that arm. Even though the doctor said the bone wasn't strong, we don't know. Right. So so they would limit it in terms of like, exactly the application. But at the same time, they got so used to me doing what I was doing that whenever the phone rang and it was somebody a number that my mom didn't know back then, she was expecting insert branded something again because I needed I think they appreciated the fact that that's who I was when I was born.   Brian: I mean, I was always the guy that was pushing the limits even before this. This gave me perspective in humility that I wouldn't have had otherwise. And so they at least were aware enough to recognize, like Brian's got a higher risk threshold and probably has an even higher one after the accident than he would have had anyway. And they they knew that they needed to give me those outlets to be able to spread my wings and be free. So they always encouraged. Right. Like, if I wanted to go mountain bike and do jumps, they'd be like, OK, you're going to get hurt. And then if I got hurt, we'd figure it out. Right? I mean, within reason, they gave me the freedom. I think they made the right decision to not let me play tackle football. Who knows what could have happened, but did I play on other sports teams? Absolutely. So, yeah, I think my parents really did encourage and they still do to this day, despite the fact that they know you know, I think my mom has just gotten used to constantly being on edge, like expecting that Brian is going to do something crazy and get hurt. That's how we find our limits in this world, is we've got to push them.   Joe: Well, tell her to not follow your Instagram account so she doesn't have to see you squatting. Four hundred pounds. I saw that. I saw the photo of you sitting there. I'm like, oh, my gosh, I can't watch this. This is killing me.   Brian: Well, I mean, and that's one of those things I had to learn, right? I mean, my biggest limitation for some of those things is my hand strength. And so I have to get creative and I figure out how to do things. And when I first started deadlifting, I mean, I knew I couldn't deadlift with a normal bar because of the imbalance in my body already, but I could deadlift with a bar and protect myself for the most part. Well, that worked really well until the one time that my strap broke   Joe: Oh.   Brian: While I was lifting. And this was like early on. So I had to, like, learn these things. Well, my instinct wasn't to just let go of the bar on the other side. And I think so what you saw the other day, I wasn't 400 pounds. I think it was two hundred and   Joe: Yeah,   Brian: Forty.   Joe: I know, I just I couldn't remember,   Brian: But   Joe: But.   Brian: But I but I have I have reps significantly above 300 pounds. I don't say that to impress. I rest to the point I was doing that in this one scenario when the strap broke and I didn't let go on my right hand because it wasn't instinct, because I wasn't expecting the strap to break. And this was a learning experience because it tweaked me really bad. And I mean, I didn't deadlift for a few months after that. I had to recover. But once I started getting back into it, it changed my form. It changed my focus, it changed my attention. And now I'm like intimately aware of, like every movement on the strap. And I'm like ready at any moment to just drop so that I don't tweak my back. But my core strength is a big part of my ability to not be in debilitating pain every single day. Those deadlifts keeping my upper thoracic, keeping my shoulders, keeping my back because I don't have a lot on the left side of my back, keeping them strong is essential for me to not be literally in debilitating pain every day.   Brian: And so those are the those are the pains I have to embrace. I've got to embrace the pain of figuring out how do I lift in a way that pushes my body, gets the hip hinge in there, gets the movement, my back and my core strength and all that stuff engaged in a way that's going to allow me to maintain a livable amount of pain in my back because the imbalance versus debilitating suffering. So it's funny that you mention that. But yeah, I think my mom is just used to it. My wife is too. I mean, my wife is incredible. She literally is like I know that if you set your mind to something, you're just going to go do it. And there's a high degree. At some point you going to get hurt. She's like, but what am I going to, like, box you in and continue? Like, you're just going to go do it anyway. I was like, yeah, see, like, I love that, right? It's like just let people let people spread their wings.   Joe: That's right. Well, that's great before we get off of this subject and move on. I know that you and Blake do mountain biking,   Brian: Yeah, we do,   Joe: Right?   Brian: Yeah.   Joe: And that's like a big thing he loves to do with you and you with him. And so that's got to be at least I mean, I've done it and that's a lot on the arms.   Brian: Yes, so what's funny is I have no other perspective because I didn't learn how to mountain bike until after my injury, I didn't I didn't learn how to mountain bike when my when my son did at five and six and seven. So, yeah. It isn't in balance. Yeah, it is difficult. And I did it for almost. Let's see, I did it for probably 20 years before I actually started adapting my bike. And so there's no tricep, so Tricep and Laerte are the two muscles that you absorb, all of it, all of the impact with when you're mountain biking outside of the suspension. So I don't have a lot of tricep. So there's an automatic imbalance in my body, but I've learned how to balance it because I didn't know any other way and I was motivated and wanted to do it. Mountain biking is one of the few places that I'm absolutely free. And the reason I'm absolutely free there is I don't have the ability to think about anything else. Almost any other workout I do, almost anything I do like there's time to think. Mountain biking, you've done it right. You know, like you've got to be on your game.   Brian: One hundred percent focused on what's ahead of you. And so because of that, I've learned how to how to modify my body, my weight distribution, the way that I actually handle the handlebars. But two years ago about I started researching modifications for people with upper extremity injuries. And I landed with this company in the UK that they're actually right now building a product for me that I think is going to take my mountain biking to the next level, which is cool. But what I did is I got a steering stabilizer almost like the ones they have on their bikes. There's a company in the US called Hoby and they make these steering stabilizers for for mountain bikes. So I ended up getting that which what it essentially does is it's a spring unit which snaps the bars back to being straight. I thought it was going to help me more going downhill than uphill. What's crazy is it's actually helped my climbing more than anything because I can pick a line and put all the power I need to in the pedals and not worry about the imbalance in the handles, because it'll it'll keep my lane pure   Joe: Yeah.   Brian: And with slight, rigid and then downhill. It just gives me more confidence as well, because if I were to hit a bump and it goes on the left side, your weight goes forward, the handlebars collapse. Right. And just like twist the bars, this steering stabilizer stabilizer allows me to balance it with the muscle structure having the right arm and how I can balance my body on the left and then hope, hope he breaks is also another brand that I actually found out they just released this last year, a brake unit that has two master cylinders in one unit so you can have your front and your rear brake both on the same side. I've always never used the front brake in mountain biking   Joe: Sure,   Brian: Because my right   Joe: All that   Brian: Side   Joe: Pressure.   Brian: Is always   Joe: Yes.   Brian: What you want to be able to use primarily anyway, right? Whereas road biking, which I do a lot of the front brake is more important. Mountain biking, the rear one's more important. So I was always able to get around the corners, but I never had the confidence that I could actually stop and modulate my brakes effectively. So I would take things a little more cautiously now that I have these brakes on both sides and I can truly modulate, like just with, like little twitches in my fingers and the steering stabilizer and it's changed my mountain biking game. I can go out there and rip at a level that I've never been able to with confidence. And then there's like I said, these are these two other products that I'm really excited about. But, you know, one of the things I never knew any different, I wanted to do it and I figured it out. And I think that, again, that's one of those things that I could have just told myself, like, nope, you can't do it. You don't have tricep, you don't have a lot. But I genuinely believe if you want something badly enough and you take the time to think, plan and put things into trial and error, you start to realize you can do a lot more than what the world conditions us to believe we're capable of. Mountain biking is just another example for me on many things that I've been able to break those boundaries and expectations. I see I go mountain biking. People are like, how do you do it? I'm like, how do you do it? I mean, you could you could explain to me with a fully abled body how you do it, but I wouldn't understand because that's not my experience.   Joe: Yeah, that's crazy. So, Blake, is your son Addisons, your beautiful redheaded little daughter? With what happened to you, do you believe that certain people on this earth are have the power to get through some of these things where I just think about what you've gone through? I think about even my own brother, who, when he was young, why they were there at my parents house, they were splitting wood with one of those hydraulic splitters. That goes really slow. Right. But the   Brian: Oh,   Joe: Log   Brian: Yeah.   Joe: Slipped and he had like these two fingers crushed   Brian: Yeah,   Joe: And   Brian: Yeah.   Joe: Then, you know, reconstructed but not usable in a sense. Then he lost his son at 21 years old in a car accident. And I think about this and I go, God, I. I am not I don't have the capacity to handle something like that. And I guess when it happens, it's different. Right? You figure it out. But I almost feel like certain people I don't know if they just they're born to be able to handle these things. And if this is more for the audience   Brian: Yeah.   Joe: That might hear this and go, oh, God, there's all of these things that come into people's lives that they're they're given to deal with whatever that might be. And is it just the chosen ones that can handle it? That's why they've it just doesn't make any sense to me. So that's.   Brian: Yeah, so. I really appreciate the direction your questions are going. By the way, I just have to compliment you on that. You're asking a depth of questions that don't often get contemplated. And I think that there's a lot of truth behind even what you said. You know, it's interesting if you even think about what you just said when you were talking about your brother, you say, I look at him and I'm not sure that I could have handled it. And the reason I pay attention to that is because that is what I truly believe in, how the world has viewed me, they have viewed my limits through their own lens of what they believe they're capable of. I don't think that people truly know what they're capable of until they're tested. And that can be done either intentionally or externally, right? Sometimes we get tested not by our choice. Clearly getting run over by a truck was not by my choice, but it was a test. And I could show my strength to myself into the world by how I stood back up and what I've now done with it. Why I say I have a unique story is it doesn't matter the trauma that I experienced because it's unique solely to me. The trauma that your brother experienced, the trauma that other people experience with divorce or loss of a loved one or financial despair or like you name it, we all have our own unique challenges that we face. And I don't care who you are, if you're still on this planet and you're still standing. You are a survivor. None of us get through this world unscathed.   Brian: None of us. Perspective allows us to really pay attention to what other people are going through, but what perspective is really doing is allowing us the opportunity to get in someone else's world to gain perspective, to apply to our own. So it's not necessarily about what each one of us are inherently able to handle. It's that I think we're all dealt a unique set of cards and it's how we play those cards that matter. So the thing about pain, and I'm just going to speak to that, because my experience was pain, your brother's experience was pain. He had physical pain, probably emotional and spiritual pain with the loss of two fingers and a deep emotional, mental, spiritual, and probably manifested as physical pain with the loss of his son. Pain, that's what it is. Now, pain can't be measured independent of the person experiencing it. But the one thing we know is that it's a universal human experience, we all experience pain. And so what's important is not to question can I or could I have handled that? But just to say I've handled everything that's ever been thrown my way and I'm still standing here today. So what that tells me is you're probably capable of handling a lot more than you thought you were capable of at a prior period in your life. And if something were to happen that's devastating, right in that moment, you have to choose, is this going to define me and keep me stuck or am I going to use this as fuel to who I'm capable of becoming because of what I've gone through? That's why I said earlier I learned not to get stuck by what's happened to me, but I get moved by what I can do with it.   Brian: I realize I have a gift not just in my own natural abilities and gifts and intuition and emotional intelligence and all the things. But this has given me perspective that I couldn't I couldn't have gained any other way. I can put myself in other people's shoes and know what it feels like to not be seen, to know what it feels like, to feel like nobody understands me, to know what it feels like, to have people question everything I'm capable of for my entire life, even if it has nothing to do with my physical ability, even if it's one hundred percent mental, one hundred percent job and application, they view me. As not capable of doing I know what that feels like and I've had to battle that my whole life, I don't know a single person on this planet who has never felt that way. We all feel that we all experience and it's real to each one of us uniquely so I know it's probably a lot longer of an answer than you were hoping for, but the depth of the question, I think, required that approach because it's not about what you believe you could handle based on other people's circumstances. It's about what you already have handled and what you're very capable of handling if you change the way you think and feel about what you're capable of, which, again, is typically limiting in our own belief system.   Joe: So because we're doing this recording and you and I have not talked about what we could talk about or what we couldn't talk about, I want to ask this and obviously I can always edit it out. And you   Brian: Free   Joe: Know   Brian: Game, buddy, go ahead, go ahead.   Joe: What? So when does someone say, like, did you ever have these dark moments? And this is not the part of the question that I'm going to ask. This is just in front of it. And you ever have a moment that you said, why me? Like, did you ever   Brian: Absolutely.   Joe: Ok?   Brian: Absolutely, and I have those moments still today when I get when I get hit with certain things. The reason I was able to shift out of that so quickly, I remember being seven years old and that was the first thing I remember when I woke up, one feeling like it was a dream. And then I was like in this hazy state of like what this altered reality felt like, it didn't feel real. And then it was probably a day or two before I really came to and was like awake, awake, not just like in that dazed awake. At least this is from memory, I don't know the exact timeline. This is just how I feel it. And I literally remember. That question. Weiming. What is the rest of my life going to look like, like this sucks. I felt sorry for myself. I was given the opportunity to snap out of that quickly because the uniqueness of my story drew a lot of attention to it and there was a lot of families in the ICU with us who were coming up to us saying, we're so sorry for what happened to you. This is so horrible. We can't believe how hard this must be for you as a family. Let us know whatever we can do to help. Just getting wrapped with love and support from strangers to strangers saved my life. Right. That's crazy to think about. A stranger went into action and saved my life. Had she not chosen to do that, I wouldn't be here.   Brian: So I don't take that lightly, but what's happening in the ICU with these families is we start to realize that these families that are giving us just unfiltered support. Are also questioning whether or not their kid is going to survive another 30 days from the terminal illness that they're in the ICU with. Only immediate threat to my life and not at that moment knowing whether or not I'd be able to use my arm. I knew I'd be alive and over the course of the next ten years, being with those kids and all of us who wanted to rally around this cause to help more people, to bring perspective, motivation, direction to an organization that helped us so holistically in a healing process, either physically, emotionally, spiritually, whatever. Right. I lost multiple of them to their terminal illnesses over the course of the next ten years. And so although I don't think about them every day, when I'm asked questions like that, it really centers me on grounds me because I'm here happy, healthy and productive, living a life that many would dream of. And those kids didn't have the opportunity to do so. And so I have to just know and honor that it was me for a lot of reasons, I might not know all those reasons in this lifetime, I believe I know a lot of them at this point, but I still ask that question. I mean, last week was an unbelievably challenging week for me.   Joe: I saw the story and, yeah, that's part of where,   Brian: Yeah,   Joe: You know, this   Brian: I mean,   Joe: Is   Brian: Last   Joe: Going.   Brian: Week   Joe: Yeah.   Brian: Was an unbelievably challenging week for me, for a variety of reasons. One was around this fabricated reality, around a date that in some ways is very significant, in other ways is not significant. But coincidentally or coincidentally, I got kicked in the stomach multiple times last week. And yet it didn't really totally faze me in a way that brought me down to the deepest, darkest moments, because every time I face those things, every time I start to ask the question, why me? It starts to reveal itself faster and faster the more I go through the pain. And and and so I now have this element of trust in surrender where the literally last week I was like, why do I always have this stuff happening? Why am I the one that has to deal with this? Literally? I mean, I said to my wife last week and then in the same breath, I'm like, I know why. And so for those that did ask that question still. I would just encourage you to recognize that there absolutely is a resum. Nothing happens by accident. You could call this my accident, but this was for a purpose, it wasn't on purpose, but it was for a purpose. And I realize that now more holistically than I have in my entire life, but it's the same thing for everybody else. I mean, I guarantee that your brother has learned from his experiences and having to adapt and do things with the loss of two fingers. He's had to learn and adapt. What does it mean to be a parent? And there's so many are out there who live on their lives without their child. Still a part of it. Parents aren't meant to outlive their kids.   Joe: Correct. What's   Brian: Right,   Joe: The what   Brian: And.   Joe: The worst car I could think of?   Brian: And by the way, there was this pending doom around this date last week that was connected to that for me, as well as from a parent's lens now. And the data is reference to a couple times I didn't I didn't say specifically on the show, but this last Saturday, March 6th, was the day that my son, who's my little clone, my little mini me, my my only boy and my oldest. Was the exact same age to the day that I was on the day of my injury. Twenty nine years separated. And. There was a lot to that most of what happened in the 10 days leading up to it had nothing to do with my son. But they were absolutely clarifying moments that needed to take place in that window. And Saturday was kind of a new start for me and a whole variety of ways, which was just unbelievably cleansing and freeing and purifying. And so even the questions last week, why me? Why does this always happen to me? Why do I have to be the one to do this? We're very clear. I know, and I think all of us do we just fight and we resist because it's not in alignment with what the world tells us. It's not in alignment with what the narrative is externally. Right. But it's not about being the victim. It's about recognizing that if we have ownership and accountability with everything we do, we recognize that there's always a reason, there's always a cause, and there's always a way through it if we desire it enough. That's when we start to become free.   Joe: Ok, so here's the the part where I want to talk about Blake and Addison really quickly, I don't want to stay because, you know, I know you're super productive, positive guy. And I don't want this episode to be like the Debbie Downer episode. But you went through a lot in your life up to this   Brian: Yeah,   Joe: Point. Right.   Brian: Yeah,   Joe: And   Brian: A lot.   Joe: Then, Blake, I remember you talking about this, so I'm only bringing this up because I think you've talked about   Brian: Yeah,   Joe: It and.   Brian: I've shared publicly on stuff, I'm sure I know where you're going,   Joe: Yeah,   Brian: But go ahead.   Joe: So so you said it is is on the spectrum, right, and so you there's an extra amount of attention that has to happen   Brian: Of course,   Joe: There. Right.   Brian: Of course.   Joe: So then you deal with that another moment where you said, why me? Like, I haven't I haven't. I gone through enough. Why me? Right. And then now you have yet a third time now with with Adderson with her here. Right. And I could be another time we go. What is it going to stop. Like why me. Right. I'm sure there's people out there that do not handle this anywhere near as well as you do. And I'm hoping your words of wisdom, if they run across this episode, that it will help them understand how you I mean, you can look at their beautiful faces and go, oh, it doesn't matter. You know, they're amazing. It just it's a it's a small little blip on the radar. But it's still some people can't even handle the bullet. So   Brian: They   Joe: That's,   Brian: Can't.   Joe: You   Brian: They   Joe: Know.   Brian: Can't. And by the way, there's a lot more depth and truth to that statement than than you probably even realized, I mean, to the point that when we found out about our daughter's hearing loss. The audiologist actually said to us she does have loss and she could benefit from hearing devices. And I paused and I said. She could benefit, like are you saying she needs hearing aids, like is her hearing profound enough that it's not like she would benefit? She she needs it to restore it to what we would expect are going to be? And she said, yeah. I said, why didn't you just say that? And she said, because most parents don't want to hear it. And she said that even when they do want to hear it, she said, because of the reports that we get when we plug in hearing aids, even if they go through the process of getting hearing aids, even if they go through the process of doing these things, she said. Most kids, the hearing aids live in a drawer. Because of some reason, right, that either the parents don't think it's important they're embarrassed by their kid or whatever, like there's a whole slew of things. You're exactly right. And in both those moments, by the way, when we found out about our son's diagnosis on the autism spectrum and we found out about our daughter.   Brian: It was it was challenging, right? It was absolutely challenging for both my wife and I and we both we both grieved in different ways. And why I choose the word grieve is any time we have a vision for our lives. And that reality that we've created gets stolen from us, we experience loss. We literally go through the grieving process, the multiple steps of grieving, sometimes it's anger that manifest first, sometimes it's just like absolute depression. But but recognize it for what it is like having something happen to your kid and realizing that they might have an altered future from what you always desired and hoped for them. You have to process that, but then once you process that and you start to realize like this doesn't define the kid, just like a mine accident didn't define me right. What this really does is it's a gift because what getting both of their diagnosis is as early as we did, what allows us to do is wrap them with services, wrap them with all the support they need to close the gap between whatever their diagnosis limits them from doing to what a typical kid might be capable of doing. It shortens that gap early in those foundational early development years so that it won't really ever hurt them.   Brian: Plus, the more that we talk about it not as an ailment, but just a part of who they are, right. It's no longer a label. It becomes a term of empowerment because they recognize that like they have superpowers as a result of what their diagnoses are. So the answer is yes. There's there was absolute grieving for both my wife and I, for both children. We're well beyond that at this point. But it hung with us for a while. And and there are still moments where the difficulty and complexity of our household that most people will never understand and ours is light compared to what some other people's situations are. Right. So we keep that in perspective, too. Is it harder than most parents and most households might have to be? We believe so, but it's not about like we have got it more difficult than what they have. It's just this is the cards were dealt, so we're going to play them as best we can for both of our kids. We know how lucky they are to have us. My wife is brilliant. My wife is brilliant and what she has done to allow our kids to feel authentically who they are in safe, despite all of these things, despite the fact that they know they're different in certain ways and honoring and cherishing, encouraging them to just make do the things that make their hearts happy and stand up for what is right and know that they're worthy of receiving love like exponentially.   Brian: And all these things, like my wife and I were partners, but our kids are lucky to have us at the counter to that is we also feel extremely privileged to have our kids because they have challenged me to go to depths of myself, my soul, my emotions that allow me to be more effective in the world. That had I not recognized those scenarios for what they were, which is we can handle them and let's figure out the plan forward. It probably would have made me feel stuck longer than it did. And so for those parents that are listening out there that might have kids like this or even if there's not a diagnosis, but you just have a challenging time or there's an injury or there's something like, again, nothing happens by accident. And so the only way through it is through it, and if you if you desire something on the other side, then you've got to go through and that's really what it comes down to.   Joe: Really powerful and I appreciate you sharing leading up to this interview, I wanted to talk about those things and I was just like, I know he's talked about it, but I I didn't know how to actually go after it and   Brian: You did it beautifully, my friend, it was   Joe: Think   Brian: Great.   Joe: I'm grateful that you shared. And so, OK, so now you and I know this is a big jump, but I just want to I know we   Brian: Yeah,   Joe: Have limited   Brian: No, let's go. We got it, yeah.   Joe: We have limited time and I don't and I want to get to where you are today. So then you get into the insurance business. Correct. So you're in that for you grew a company. I think it was from like.   Brian: Quarter million to 15 million over the span of a decade.   Joe: You just picked that that was just a career that you pick at one point and.   Brian: Yeah, you know what's funny, I saw depicted it sort of picked me up, I was my junior year in college, was deciding that I needed to go get an internship. And so I started looking at a whole bunch different places. And I actually ended up getting into insurance because my one of my childhood friends and my childhood girlfriend, in fact, that we grew up together. And a lot of ways I always had her parents were like second parents to me for a lot of years. And I always had a great lot of respect. But I always viewed her dad as this very successful man. But I knew nothing about what he did. And I reached out to him as a mentor, frankly, and just said, hey, I'm going out. I'm doing these interviews and I have these things. And I talked to my own parents and they're successful. They've done these things as well. But I wanted extra perspectives. And he ultimately was like, I'm going to pass on your resume to so-and-so. And if you don't get a call in three days, call me. I was like, OK, not a clue what it was. It was the only one that was in insurance. Right. Very, very amazing opportunity. And it just took off from there. And nobody grows up wanting to be an insurance, right? I mean, and if they do and if you're listening to this, I apologize if you always had a desire to be an insurance. I know there's some people who love it. I never loved it. It was a great vehicle for me. And it was a great testing ground for me to grow and develop who I was as a professional, who I was as a man. I kind of grew up in it, but yeah, no, I didn't seek out insurance. I kind of fell into it and it just it fit.   Joe: Right. So while you were there with your inner voice saying there's more out there for me, I want to do more, whatever it might be. I mean, how did you make the jump then when you left   Brian: Yeah.   Joe: There to now what you're doing, which is the coaching and the speaking and and the podcast. And I mean, I, I look at your website and I get tired just looking at all the all the different menus that I could take a look at stuff. And then I went into the podcast when I was like, wait, is he doing actually three podcasts? Like, how is he doing all this? So how did you decide how did you decide you were going to leave insurance and then pursue the Brian Bogot we know today?   Brian: Yes, so I'm going to start with the first question you asked, which was, did I always know? I knew for a long time I've always had this gut feeling that like there was something meaningful that I was meant to do. No idea what that meant. OK. And then I conditioned that out of myself, and when I first got out of college, it was like bright eyed and bushy tailed, I was going to go take over the world and make a ton of money. Right. I'm going I'm literally going to be running the company. I'm going to climb the corporate ladder. I mean, it was all external. And, you know, this is one of the things I talk about now is I chased the what like so many of us did. Right? I chased what house, what car, what amount of money, what amount of success, what image do I want to portray? What, what, what, what, what. And I lost the who along the way. And I woke up one day after having accomplished all the words that I ever desired, way earlier than I thought I would have, in a way bigger level than I ever thought I would. And I realized, like, what have I been doing all this for? The more money I made, the less I cared about money, the more I got into a successful career, the more I was like, why am I doing to myself? And then I'm running in circles with people making six, seven, eight figures who all were having high of success and they were all miserable to.   Brian: And so those were the turning turning point moments over the probably the last seven to eight years, maybe six, seven years, if I'm being real honest, because when I first started coaching, it was because I had my son and I always said that I'm going to do everything for the benefit of my family always. And I did. But then six months went by when my son like that and I realized I missed all of it except the first week because I was burning the candle at both ends, I was still living the life that I was to create this abundant amount of external success and validation that I needed to prove to myself I could do it and I never recalibrated my life. So part of providing everything for my family is with finances and security and opportunity and safety and all those things. But but but it's also love and leadership and presence and connection. And I don't want to be that guy that did everything for his family, then woke up twenty five years later and never had a relationship with any of them.   Brian: They decided that I didn't serve a role for them outside of money. It's not all about money. It never was all about money. And so it was the first in my life. I didn't have the people in my life, the mentors, the experience or the intellect myself to figure out how to fix it. So I hired my first coach. And he said to me, a month of working together, because you're going to be doing this, like, what are you talking about? He said you need to be coaching and speaking. So you've been on stages since you were seven because you've got a unique ability or a unique story and you have an ability that you're not afraid in front of groups. And he's like, you're all about building people and building businesses. Like you're always helping. You're always finding ways to level people up. You're always helping them connect dots. And I was like, yeah, whatever. I was like, I'm paying you a lot of money. Not that's how great I have to figure out this stuff. And I completely threw it out the window. And then it just kept trickling. It kept trickling in every single month for about nine months.   Brian: And then this crazy experience happened, which again, nothing happens by accident. But the universe gave me the sign that I needed, which was he told me what I needed to hear, not what I wanted to hear. And that's when I started to desire a little bit more and started to feel like maybe I wasn't in alignment. But I had to ask the question if I'm going to jump in being in coaching, is this complementary or conflicting to everything else I had because I was so significantly invested mentally, physically, emotionally and spiritually and monetarily. Right. In this other business that we built, that was the fruits of its labor were just starting to pay off. And it's like, let's let's make sure that we forge ahead on what we're doing here. So I started coaching and speaking and I did it alongside for about five years and then summer of twenty nineteen comes around. And again, I told you, I'm running in circles with people that are miserable. And I realized my relationship with my clients started shifting to more coaching relationships. We were placing multi million, hundreds of millions, tens of millions of dollars of insurance for people. And my conversations had nothing to do with insurance with the people that I was actually interacting   Joe: Right.   Brian: With at the C Suite.   Joe: Yeah.   Brian: Right. I was coaching them on how to be better people, how to be better leaders, how to change the culture of their business, think through and problem solve on things that really had nothing to do with insurance. But the insurance was how we were in the door. And so the more that started to migrate, we have this connection moment summer twenty nineteen with my wife and I. We go away for a weekend and it was one of those that like mentally, spiritually, physically and emotionally, like brother, like our souls were bonded like we were one and we're driving back to pick up our kids and she looks, everybody goes, how would you feel if you did have to go to the office on Monday morning? And I was like, that's a pretty loaded question.   Joe: No.   Brian: Why don't you tell me more? Well, I had some other I had some other health stuff that impacted me pretty significantly a few years back. I'm good now. It's all all squared away. But she said, I think you let some of this stuff allow fear to enter into your world in a way I've never seen you operate. She said, I feel like you've convinced yourself that we need the money, the status, the prestige, the security, the all of the above, what's been built. She said, I'm here to tell you we don't I don't care if we live in a cardboard box. What we need is one hundred percent of you. And she said, I don't know if you see it or not, but I see you dying a little bit inside every single day. You live in insurance. And and so she said, I think you're barely scraping the surface of your potential, nor do I think you have any impact on the world that you want. And then she said, you know, there's nobody on this planet I'd rather take a bet on than you. We took a big bet on you once and it paid off. Why don't we double down on that bet and see what you can do? And so, you know, this was one of those moments where I was flooded with fear, flooded with a whole bunch of emotions. And I had to spend three months really unpacking it with complete awareness, complete intentionality, understanding where my blocks were and ultimately came to the decision that I needed to embrace the pain of walking away from the easy button, from the sure thing, to avoid the suffering of not ever knowing what I could become or what I'd be capable of doing from an impact perspective.   Brian: So you fast forward to today and you know, I spent 10 months unpacking that business left at the time, the best year ever in that industry, the year I left and was simultaneously building the foundation for where we could go. And, you know, I'm not sure if I said it or not yet on this show. I think I did. Yeah, but but that's that's now where I'm so clear and convicted on this billion lives. I genuinely believe, like we've got an opportunity to to change the world and make people feel at a level that they've never felt and feel free. And so I know what that miserable, dark place looks like. I've spent a lot of my life in moments like that. No one deserves to feel that way, but a lot of people do. And right now, I feel more free, more fulfilled, happier and more like myself than I have in my entire life. Everybody deserves to feel how I'm feeling right now. And so when I started to get the curiosity, I didn't even lean into it. My wife pushed me. And she, along with my other coach, told me what I needed to hear, not what I wanted to hear, and it's not lost on me, the courage it took in my wife to take that leap of faith with me and give me the push knowing it could upset her entire lifestyle. And so that's what I had to honor because my kids are watching, I don't want my kids to see me do what I want my kids to see me do what's right.   Joe: Incredible. I love it, so your podcast, what are there, is there are there three, is that   Brian: You   Joe: Right   Brian: Know what, I actually   Joe: Or.   Brian: Don't even have my own yet,   Joe: Ok.   Brian: I I'm in the process of developing a few. What you've probably seen as I have Bogarts Bullets, which is a regular consistent thing, but and it's going to be repurposed into a podcast. But right now it's just on YouTube and it goes on all my social channels. We have a marriage hack's string that we've started that my wife and I, we've now done we've only done one episode, but we repurpose it into three. And then my content team and strategist's decided that there are a whole lot of thought leaders, influencers, speakers in the world that create intellectual content similar to what I have for years, Bogarts, bullets putting things out, podcasts, other pieces of content to get distributed. And then there's bloggers that are much more niche, but there's nobody that's doing both. And so he's like. If you talk about how you live, you talk about these philosophies, you talk about these guiding principles, these lessons, these things that you do. Why don't we pull the curtain back and show people behind the scenes that that's actually how you operate. And so those are the three things that you've probably found is bogus bullets, the marriage tax and then the No Limits blog. And all three of those, although they're not currently set up as podcasts, one of them will be repurposed that way. And then I'm actually in the process right now. I'll be a co-host on at least two podcasts. We're going to be launching here soon, likely three if this other concept takes off. The podcasting world has kind of changed my world in a lot of ways, in a way I never saw coming. And I've been on over one hundred and fifty other people shows in the last seven, eight months, and it's allowed me to have opportunities to meet people like you. Right. And the connection with Ken Joslyn and Steve Sams. Right. Which both were people that I was on their platforms, on their shows. Like it's allowed me to align myself with incredible individuals on this planet so that we can truly have collective impact. So those are the three shows that currently exist. But they're not podcast currently.   Joe: Got it. OK, so you have things coming up, I know that you're doing the Ken Joslin's   Brian: Yep,   Joe: Boot camp, right?   Brian: Yep, yep, I'm doing his boot camp in April, I've done two of his I've got some other speaking events coming up. And then we've also got a few things launching that I'm really excited about. So we're still doing all of our work with no limits university, which is really like the concepts and the philosophies to help people understand who they are, leading them on intrinsic journey. But we also have another entity in a movement that's called Who before what that's launching as we speak, which is really an attempt to help us change the language and narrative in society about putting more emphasis on what we do versus who we are. And it's not that one or both don't matter. It's that they both matter. But one needs to lead, which is who. And so we're going to change the narrative because it's this whole idea that you go to a networking event. And the first question everybody asks is, what do you do? And even if you asked who you are, like, tell me who you are. Ninety eight percent of people answer with what they do, not who they are.   Joe: So   Brian: Part of the   Joe: True.   Brian: Pain and suffering that exists on this planet, as so many people don't know who they are. And so a lot of the core of the work with everything we do with our coaching and the No Limits university and those things are all about that. But we're actually creating a specific movement to bring into conscious awareness this idea of who needs to be before what.   Joe: I love that is the university and the who before. What are they separate from your actual coaching piece   Brian: They're   Joe: That you   Brian: All   Joe: Do   Brian: There, it's all kind of integrated,   Joe: Ok?   Brian: So, yeah, my my I would say my one to one coaching is the only thing that's kind of outside of that umbrella. It all fits on the same coaching philosophies. But just with the people I work with one to one, it's it's just inherently different than the other structure that we have. But it's the same philosophies, what you'll know about me and a lot of what we do with the no limits you and everything is this idea that we truly have the ability, if we are aware enough and influential enough to build a life of alignment that can become self-regulating. So for me, I'm very clear on who I am. I'm very clear on where I'm headed. I'm very clear on the impact I want to have, as well as the hierarchy of importance in my life. Family being first. Right. After that, because I'm so clear, everything I do is in alignment with where I'm headed. So when you ask the question, are they all, yeah, they're integrated because they're all holistically apart and in alignment of where we're going to impact a billion lives. How those are translated look a little bit different. But they are all towards the same intent, which is to impact a billion lives.   Joe: So it's the YouTube channel, it's eventually some podcasts on their way. It's but no limits university. There's the Who before what portion of that? There's the coaching, which is one on one with you. Correct. Speaking engagements. When when? I mean, obviously, you still do it virtually, but you're actually going to be live at that bootcamp coming   Brian: Yep,   Joe: Up in   Brian: Yep.   Joe: April. So as that opens up again, I mean, when I watched you on the Growth Now summit, which I attended, your portion of, it was brilliant. I   Brian: Oh,   Joe: You   Brian: Thank   Joe: Know, I   Brian: You.   Joe: Just said, I mean, you're an amazing speaker.   Brian: Thank you.   Joe: You're just not talking to us. But you bring people in to the story.   Brian: Thank   Joe: And   Brian: You.   Joe: I just   Brian: Thank   Joe: Sat   Brian: You.   Joe: There and I was like, oh, this is unbelievable. Like, I would have paid thousands of dollars to   Brian: Thank   Joe: Watch.   Brian: You.   Joe: So it   Brian: Thank   Joe: Was amazing.   Brian: You.   Joe: Did I miss somewhere on your website? Because it's just so much on there. I can't figure out.   Brian: No,   Joe: But   Brian: You   Joe: Is   Brian: Didn't miss you didn't   Joe: It.   Brian: Miss anything. There's going to be new sections actually built on the website, Zoom. Let's put it this way. You listed a lo

Brian is absent but Cody and Craig are well suited to handle things on their own. They begin by theorizing and mocking why Brian is gone, then they turn to well planned segments and conversation including Cody's Curiosity Daily Preview, blind spots in daily life, Craig judging things from a Catholic perspective, Valentine's Day plans and lot's more!

Tim Thompson from RevThink & ZipLineGear A creative entrepreneur, all around nice guy, Southern Oregon local, and if that wasn't enough, he loves drinking coffee! ☕ Join us as we sit down for a fun chat with Tim Thompson about life around Grants Pass and his business ventures with RevThink and ZipLineGear. Checkout RevThink and ZipLineGear at the links below . Also be sure to listen to the Revthink Podcast, RevThinking! ZipLineGear - https://www.ziplinegear.com/ RevThink - https://revthink.com/ RevThinking Podcast - https://revthink.com/resources/podcast/ Transcription Brian: Tim Thompson is kind of an enigma. He's the owner and CEO of ZipLineGear.com and Grants Pass Oregon, but that doesn't explain all of who he is. TV producer, Minister, investor, married for 23 years, father of five boys, I can go on and on. But at the core of Tim's career as an owner, consultant and coach is what Tim calls the four stages of a creative career. At the consultancy he founded RevThink, which can be found at RevThink.com. And their podcast called RevThinking, they are the leader in the field of the creative entrepreneur. His story in this interview will help you understand how this comes together. So Tim Thompson, welcome to Grants Pass VIP. Tim: Thanks, Brian. Thanks for the introduction. Whoever brought that did a very good job, I might want to get a copy of that, because it's often hard to explain all those aspects. But it's funny, as you read that off, you know, you're told as a kid to avoid three topics in conversation, money, religion, and politics. And I feel like as you read my bio, like you're basically saying, Here's Tim Thompson, he talks about those three things that no one's supposed to talk about. Brian: Very cool. Tim: I love what you're doing with this podcast, this idea of building community get to know one another, especially in this odd situation we find ourselves in. So thanks for putting this together and inviting me onto it. Brian: No sure thing, we're happy to have you here. We were talking a little bit before about how I came across your name. And to tell you the truth, I don't recall how we came across your name, we start building a list together, we start asking other people about names. My producer, Sean E. Douglas had worked on this. So it's one of these things where we're kind of, we're really getting to know each other from scratch, I know a little bit about you just from research, a little bit of your background that's found online. But other than that, we're just going straight into this and find out more about each other. So why don't you give everyone kind of a common life story up to this point? Tim: Sure. I don't think you're gonna want to hear my life story. You kind of read off the bio, it goes a lot of different directions. Usually I do this over coffee, though, Brian. So just at least I have a raincheck for coffee in the future, right? Brian: Of course, absolutely. Tim: Yeah, that's great. You know, it's hard to explain the path really because, as you mentioned, when I was in college kind of started my career, what I was really focused on was television, television production. I'd like to say I fell in love with the television of the 80s. But by the time I got involved in television that time had already passed. So there was a new discovery in that field. Obviously, the digital has changed all of our lives. I look like I'm older than you. So I'm just going to tell you Brian, that back in my day kind of a thing. But the digital transition in the entertainment industry was something that was happening, and I was on the front lines. So that gave me a chance as a young person to really create, invent, I don't know what it be, but like, just put standards into place. And that gave me like a foundation for a career that I'm still living today. It's the foundation of why I became a consultant.

In this episode, we welcome the long-awaited return of Brian Modin (in memo form)! We discuss the lack of 'excuse me's' in colliding situations, painters copping an eyeful in Solsidan, Brian's isolation madness in the USA, kitty-litter (it's actually genius!), lucky countries and even Gotland! This episode was recorded in late May 2020, so excuse any slightly out-of-dateness. Big THANKS to Clarion Sign for having us back! Swede As is: Tania Doko, Sheona Urquhart and Brian Modin Music: Candle Wax by The FLIGHTS Editing: Sheona Urquhart

Part 2 of my conversation with guest Brian Salvatore as we discuss quarantine life. Show notes: - Recorded recently via Skype - What's the first thing you'd do post-COVID? - All the big movies got pushed back to later in the year or 2021 - Some movies are going straight to streaming - When will we feel comfortable at crowded concerts again? - If touring slows down, how will musicians survive? - Artists may have to go directly to fans for support - Lou Barlow started a subscription service - Artists have done similar things for years: Rundgren, Prince - Might see more music made by artists stuck at home - Suddenly we have a lot of time to listen to records - Jay: Daughter's into the Beatles now - When you know songs you hate by heart - Appreciating '70s-era McCartney - Bad production really stands out on mix playlists - Does anyone remember dynamics? - Self-improvement activities to catch up on - Brian: No time to do any of it so far - Jay: Want to alphabetize my records - No guilty pleasures: Making peace with disco - Brian: Need to organize music room - Jay: Hope to pick up the old guitar - Bill Rieflin, R.I.P. Completely Conspicuous is available through Apple Podcasts and anywhere else you get podcasts. Subscribe and write a review! The opening and closing theme of Completely Conspicuous is "Theme to Big F'in Pants" by Jay Breitling. Voiceover work is courtesy of James Gralian.

Brian Steward joins and walks us through the fight between the State of Texas and Planned Parenthood regarding the state's attempt to ban all abortions and non-essential medical procedures during the COVID-19 shutdown. He also discusses growing up in San Antonio and his involvement with the zoo. Great discussion on some very specific COVID-19 related legal issues. Transcript: Justin Hill: Hello and Bienvenidos San Antonio. Welcome to the Alamo hour discussing the people, places, and passion that make our city. My name is Justin Hill, a local attorney, a proud San Antonio and keeper of chickens and bees. On the Alamo hour, you'll get to hear from the people that make San Antonio great and unique and the best-kept secret in Texas. We're glad that you're here. Hello, and welcome. Today's guest is Brian Steward. Brian is a board member of the San Antonio zoo formal board member of the San Antonio public library foundation or system. A board member of Planned Parenthood of Texas. He's a dad, he's a husband. He's a local injury lawyer and I won't hold it against him, but at one point he was a defense lawyer. For those who don't know, that means he's the guy that tries to keep people from getting justice in the courthouse, not criminal defense those guys are still good. We've asked Brian on here today to talk about a few things, but one thing he's going to talk about is the fight with the state, between the state and Planned Parenthood. This is not a political show and it's not going to be, but it is something that's happening in the state of Texas right now where Planned Parenthood in the state of Texas are in a fight regarding medical procedures that can be performed during the coronavirus COVID-19 shutdowns. We're going to talk to him a little bit about that. We're going to talk to him a little bit about the zoo and what's going on there. One thing he wishes I would talk to him about is Duke, he's a blue devil, but I refuse to talk about Duke, for a variety of reasons. Mostly, I could not even tell you what state they were in if I was forced to on jeopardy because I choose to not know that kind of information because Duke has no bearing on me. Another fun fact, Brian Steward has a vanity license plate. Everybody should know about it. I think it's San Antonio, blue devil or something like that. I mean, I'm not going to give it any credit. We'll get to you, Brian. He's itching to talk. Brian, we're going to start like we started with everybody. A few questions to start top 10 questions to give some color to who you are. Do you have any pets? Brian Steward: I have two dogs currently. Justin: Are those your mother's dogs? Brian: No, my mother has two puppies. She's got two chocolate labs, but we have two dogs. My wife's child and I have two dogs. Justin: Do you also have two puppies at your house right now? Brian: I do. Justin: You've got two dogs and you are-- I don't know waystation for two black labs right now. Brian: Chocolate labs, I feel like I'm a foster with benefits. I think that's how I would characterize it. Justin: Your daughter Grace clearly thinks there's benefits involved. I saw the pictures. Brian: My daughter, Grace, knows that those are her dogs. That's why she was able to name them. Colby, that's right. Not Colby, Colby Bryant, Steward, and Hunter Bush Steward. Good looking dog. Justin: Is your mom going to stick to those names? Brian: I think the dogs may have alternative names and that's okay. Like [unintelligible 00:03:06]. Justin: Well, I hope your daughter still calls them these random names years down the road as she sees them. Brian: She will. She really doesn't care what other people think. Justin: All right. What is your-- I hate when people ask me I've got friends that'll call and say you eat out a lot, which I don't know if it's a compliment or not, but they'll say, what's your favorite restaurant in town? That's a terrible question, but what is your favorite restaurant right now?...

Zach speaks with Dr. Brian Williams, an accomplished surgeon and highly sought-after public speaker who shares his insights on racial trauma, resilience, and social justice. Thrust into the national spotlight in July 2016, Dr. Williams became a voice for racial reconciliation after a Dallas sniper shot 12 police officers at an anti-police brutality protest. At a press conference days after the tragedy, he voiced his concerns as an African-American man with regard to racial injustice and simultaneously decried violence targeted at law enforcement. He now travels nationally inspiring audiences about resilience and social justice at the intersection of race, violence, and medicine. He walks us through his actions that tragic day, talks a bit about his experience with the Dallas Citizens Police Review Board, and offers several pieces of wisdom for young professionals seeking to build effective partnerships for their personal and professional development and journey.Connect with Dr. Williams via LinkedIn or Twitter, and check out his personal website by clicking here.Interested in his podcast Race, Violence & Medicine? Follow this link to listen on a variety of platforms.Visit our website.TRANSCRIPTZach: What's up, y'all? It's Zach with Living Corporate, and you know what we do. We have authentic conversations with real folks to center black and brown experiences at work, and so if you are working any type of 9-to-5, even if it's your own 9-to-5, or maybe you're working, like, a 3-to-6. I don't know. I don't know. I don't know what y'all--you know, if you're out here working, you're grinding, you're at work, you're an underrepresented person, this is the platform for you. And so we have these conversations--and it's not just me talking to y'all or kind of, like, ranting into the ether. It's more so me having conversations with black and brown executives and different types of professionals, public servants, entrepreneurs, educators, activists, creatives, artists, and we're doing this all with the goal of amplifying underrepresented voices at work. And so again, we have a really great conversation. The person that I'm really excited to talk to today and introduce to you all, Dr. Brian H. Williams. Dr. Brian H. Williams is a first-generation college graduate who earned a degree in Aeronautical Engineering from the United States Air Force Academy. After six years of active duty military service, he followed a different call to serve and enrolled into medical school at the University of South Florida Morsani College of Medicine. He did his general surgery residency at Harvard Medical School/Brigham and Women’s Hospital in Boston, Massachusetts and a fellowship in trauma surgery and surgical critical care at Emory University/Grady Memorial Hospital in Atlanta, Georgia. Upon completion of his training, Dr. Williams served on the faculty at UT Southwestern Medical Center in Dallas, Texas, where he taught and mentored students, residents, and fellows. Dr. Williams is well-known for his role in treating victims of the July 7, 2016, Dallas police shooting. He was the trauma surgeon working on the seven injured officers who were emergently transported to Parkland Memorial Hospital. At a press conference following the tragedy, his heartfelt comments about racism, gun violence and policing touched thousands. Unbeknownst to Dr. Williams, his impromptu speech became a viral media event, and his life of comfortable anonymity ended. In addition--Brian: That's a mouthful. [both laugh]Zach: It is, but it's real though. In addition to his work as a trauma surgeon, Dr. Williams travels the country as a thought-provoking speaker sharing his unique insight on resilience, gun violence, and racial justice. He is also an opinion writer featured in the Dallas Morning News and hosts the podcast Race, Violence & Medicine. So y'all, we're gonna have all the links. If y'all don't remember the black doctor who was--it was all on the Twitters, you know what I'm saying, it was all on the social media. If y'all don't remember all that, we're gonna have all of his reference materials in the show notes, but, you know, that will be after y'all listen to the show. Dr. Williams, how are you doing?Brian: I'm doing fantastic, Zach. Thanks for having me on.Zach: Man, thank you for being here. So let's get into it. You were already known within your field, but you were thrust into the national spotlight after treating victims of the July 7th, 2016, Dallas police shooting. You were the trauma surgeon working, and so you were actively, right--like, I remember even in that video, you were--it was clear that you had just got done working. Like, you were--you were working. You know, I'm really curious. Considering your personal experience with police and the history of policing in black communities, what was going through your mind, like, just treating--like, in that situation? Can you talk about just what--of course there's no question as to your oath and your commitment to deliver care, but what I'm trying to understand--so, like, I want to be very upfront with that. What I'm trying to understand though is, considering your own experiences and your own identity, like, what was it like? Was it automatic? Was it just like, "Look, this is what I do?" Like, can you walk us through that experience?Brian: Sure. In that moment, when the officers were coming in, nothing else mattered. I just fell back on my training. So my experiences, my life experiences, that was not a factor in how I approached what I did, and, you know, it's a large team of nurses and doctors and students. So it wasn't just me, although I was the trauma surgeon that was on call that evening at the hospital. But in that moment, I'd give them the same sort of care I give any patient. Like, I do not differentiate based on occupations or race or ethnicity or--you know, all of those ways we try to categorize people as being different. That matters not to me. At the moment, I just saw a human being that was severely injured and critical, and I am trained to do things to try to save their lives. So that was what--like you said, it was automatic. It just was a crisis. My training kicked in, and I went to work.Zach: And so then talk to me a little bit about, like, so--you know, so after the care had been delivered and, you know, after you were done performing surgery and care, again, to the victims, you know, you had the conference. At what point did then, like, all of the emotions and thoughts and things come rushing back?Brian: Well, let me walk through the timeline of those few days. The shooting was on July 7th, 2016, but you may or may not recall that on July 5th, there was a shooting, Alton Sterling, in Baton Rouge, and on July 6th, that was Philando Castile in Minnesota. And then we had July 7th. So then on July 7th there were actually protests happening all around the country to bring awareness to this ongoing issue. People remember Dallas because of the tragic shooting that occurred there. This is happening all over the country. So I was aware, in those preceding couple of days, of those two deaths, and you could imagine that the public discourse was basically a screaming match about black lives matter and blue lives matter and all lives matter, and there's all this negative talk. So when I went to work on July 7th, I was aware of that but didn't expect this sort of tragedy to occur. A few days later, on July 11th, was when the press conference occurred that you referenced. So there was a couple days between the time of the shooting and the time of the press conference where I pretty much just cut myself off from society. I wasn't watching the news. I wasn't listening to the radio. I wasn't reading the paper. I just was in my own little bubble, because that night was--it's the worst night of my career. It's something I still think about to this day. It just really got to me for a number of reasons, but the big thing was that this was fueled by intolerance and hate and racism, and all of these elements that we don't discuss about in an honest, open manner fueled this event, and to lose any patient--but that happened on a night that was particularly volatile and unfortunately became historic for all of the wrong reasons. And going into the press conference, these were the things that I was thinking about - you know, what's going on in our country? What role am I playing to bring us together? Am I doing enough? What have I done with my life? There was just a mix of a lot of different emotions and thoughts which I didn't have the answers [to] or wasn't really able to process completely, which takes us to the press conference that you mentioned, and that all kind of spilled out in the moment without any plans or preparation. I just planned to sit there, just to be seen, because my wife felt that the country needed to see that there was a black surgeon there that night trying to do the right thing.Zach: You know, so let's talk a little bit about the conference, right? So, like, at the conference following the shooting, you said, quote, "I want the Dallas police officers to see me, a black man. I support you. I will defend you. I will care for you. That does not mean I do not fear you." Can we talk about, like, what you meant here? Like, what does that--and it's interesting, right, because it's almost--one could almost argue that those things are... like, there's a duality there, right? So, like, when you said this, what did you mean?Brian: Right, and that's exactly the word I was going to use. That's the duality that I think many black people in this country deal with. So to break it down into two parts, when I said "I support you," I'm a child of a military veteran. I have a lot of military veterans in my family. I went to the Air Force Academy. I was an Air Force officer. So I know what it means to wear a uniform, I know what it means to serve something greater than yourself. I know what it means to make sacrifices to serve a greater good. So although I'm not a police officer, that sort of ethos is not something that was foreign to me. Zach: And so, you know, because you took all of this--like, you took all of this, right? Like, so your fear, your frustration, your dedication as a public servant and as a consummate professional, and you mobilized that into an effective partnership to actualize change, right? And so here's my challenge though, right? My challenge is I can't look at any point in American history where police have done right by black people. So, like, just the historicity of policing in America for black bodies, and, like, not to mention, like, the pathological narratives that majority media propagates, as well as the institutional systems and laws that make holding police accountable so incredibly challenging. And so I'm really curious, 'cause I--I know that I'm not the only person who has these challenges. I don't doubt that, Dr. Williams, that some species of this has been on your mind at some point of time, and so I'm curious to know, like, with those things in mind, what was your journey to become, like, the chair of the Citizens Police Review Board, and can you explain what it meant to manage through those relationship dynamics?Brian: Yes, I'm on-board with what you're saying as far as the challenges, and I guess we'll get back to that in a second, but as far as the journey to the Citizens Police Review Board, that was--the mayor's office reached out to me about potentially joining the board as a chair, and that was because a prior chair was turning out, so he needed someone new. Now, the Citizens Police Review Board is meant to be this body that will hear complaints from citizens about their interactions with police, and they can bring them to the board, we can deliberate and try to give them some resolution. So that's what the board existed for at that time. I didn't know that the board existed when I was asked. I didn't know what it did. I didn't know if it was worthwhile. I didn't know if I had the time. I had all of these questions about the board, but I asked around and learned about it, and I said--I thought, "Yes, this can be something good for the community. It can be a voice for citizens," and I felt that I could make a positive contribution to all of this. It was definitely challenging. I learned a lot about the Dallas Police Department. I learned a lot about community activists. I learned a lot about various board members in City Hall. So there are a lot of stakeholders working towards public safety, and to bring them all together to come to some sort of collaborative effort to ensure that the public has trust in their police department is challenging, and I think it's actually now an ongoing journey now that the board has been revamped and given more support as far as resources, personnel and a budget, which we did not have when I was a chair. Zach: And so I'm curious though, right, like, when you talk about--it's just interesting, because I don't think that we have a lot of examples in American history when it comes to, like, relationships where the underrepresented voices have, like, actual authority over a majority group and things don't become strained, like, either quickly or over time, and I think authority and accountability is a struggle for anybody, right? So I don't think that that's unique or exclusive to dominant and sub-dominant groups, but I'm really curious about, like, what did it look like, especially--like you said, at the time that you were the chair there was not a budget. Like, what did it look like to really be the chair on this review board and talk about right behaviors? Like, do you feel like you were able to have honest dialogue? Do you believe that there was, like--do you believe that you had the actual authority to kind of, like, drive substantive change? Like, what did that look like for you?Brian: So I think that everyone involved knew exactly who they were getting with me as chair. For one, they saw my statements at that press conference. So I [?] there. Two, I wrote an opinion piece that published in the Dallas Morning News where--actually, I wrote two regarding the police, one that talked about the history of slave patrols and how this distrust in black communities goes back for hundreds of years. It just doesn't happen overnight. And I talked about, you know, police departments have historically been there to maintain control over communities of color. It wasn't about public safety or protecting their rights, it was about keeping communities of color in line. So that is the history with which we need to reckon in order to move forward. So everybody knew exactly what they were getting with Dr. Brian Williams, [laughs] which, you know, had its pluses and minuses. I think the benefit was they couldn't accuse me of having any kind of agenda, right? I was criticized from both law enforcement and, you know, black civilians for the comments I made. And I, you know, received praise as well. So I feel I was pretty much solidly in the middle of all of that that I could equally appeal to and offend anybody that was involved in moving the Police Review Board forward.Zach: So your journey didn't stop there, right? Like, what did you learn about yourself? Like, what were some of the main things that you learned about yourself that then prompted your transition from Dallas into the South Side of Chicago?Brian: Well, and I'll just say, you know, that last comment I was obviously kidding when I said offending people. [both laugh] But I guess the point there was I was moving forward with this mission to ensure a voice for the citizens of Dallas with integrity, and I did not try to have any sort of self-gain from it. It was about serving the city of Dallas and the people of Dallas.Zach: Which is rare, right? 'Cause I think, especially, like, in the political climate that we're in today, right, like, you see these voices, like, on the far right who--like, they're black voices. Like, they're tokens, like, coming and, like, sharing specific talking points and narratives without any, like, real intellectual substance behind them, and I think what really intrigued me about you--'cause I've spent a majority of my life in Dallas, and my mother is still in Dallas. I have family in Dallas, and so I was very familiar with--like, with your work and your statements, and they run very true to me and sensitive for me considering that I'm from that area, right? So what I'm curious about is did you ever feel any pressure to kind of, like, lean one way or the other or take on certain agendas or certain talking points that you yourself didn't agree with from a principle perspective?Brian: The short answer to that is yes, and I should say, you know, I wasn't immediately embraced by citizens that were working on police reform. [They didn't?] know who I was. You know, I was a new quantity, and people have been working on this reform for decades, right? These are Dallas natives that were born and bred here in Dallas, and I was--Zach: The activist culture is deep, right? There's a lot of community servants and activists who have been on the ground. So yeah, I'm right there with you. And it's hard. It's hard to break in, right? Like, when you're new and, like, the main thing you have when it comes to community activism--from what I understand, because I would not consider myself a community activist because I know that I want to respect that work, but what I understand is, like, really it's your relationships--your social capital is, like, gold, right? That's, like, the only thing you have, and if you're unknown, then it's hard to, like, you know, break the ice.Brian: Exactly. And I will say your podcast is a form of activism.Zach: I appreciate that. Thank you. Thank you, Dr. Williams, man. You got me blushing, man. [both laugh] Brian: You're doing it, man. You're doing it.Zach: Man, I really appreciate it. So let's talk about South Side, Chicago. Like, you transitioned, you went there. Like, what was the call or the impetus to transition from Dallas to Chicago?Brian: Well, my journey in health care--I mean, I've always been very mission-driven about what I can do to eradicate racial health care disparities, and that is a nation-wide mission, right? That can occur anywhere. Now, as a trauma surgeon, I'm particularly focused on gun violence as well. So South Side, Chicago, you know, there's a lot of gun violence here. It's frequently talked about in the media in ways that aren't--I think that dehumanizes the population that's there living within these violent communities. There was a new trauma center that opened up in the area, and several of my mentors were here at the trauma center, so there was this perfect storm of the mission that I want to serve with a community that was very active in getting this trauma center here built with people I know that had flocked here, and I said, "You know what? I would like to be a part of having impact that will cross generations," right? And I think it's happening right now, and that's why I wanted to join this group here. As far as Dallas, you know, that was not an easy decision. I had been in Dallas--I was in Dallas for 9 years. That's the longest I've been in one spot my whole life. It's now my de facto home. [laughs] If Texas will accept me, it's pretty much my de facto home. I've been moving my entire life as a military kid, as a military officer, you know? I feel home in Dallas. I still follow what's going on in Dallas. I'm interested in what's gonna happen to my home city. Zach: And so, you know, I'm interested, right, in addition to this you're a respected health care leader. Can we talk a little bit about how your work and the legacy of racism impacts health care inequity, right? Like, so you're coming in, and you're in Chicago, and yes, like, you're supporting--there's a gun violence issue in South Side, Chicago, and I--you know, honestly, I really do wish that some folks never found out about Chicago, because I feel as if it's, like, the default when anybody ever wants to pathologize black folks. It's very annoying. It's just like, "Golly, I wish that--anything Chicago, I just wish y'all wouldn't have known about it." But, you know, in your work, can you talk a little bit about, like, how health care inequity shows up, right? Like, that's been an ever-growing talking point or just point of awareness, right, like, in headlines and mainstream media, growing awareness around health care inequity for black and brown folks juxtaposed to majority members, white counterparts. Can we talk a little bit about, like, what you've seen from a perspective of inequity and kind of, like, how you've combated that as a black surgeon?Brian: I would like to see us get to a point where we just get real about what health care disparities are and health care inequities. This is the legacy of racism in this country. It's about health, poverty, housing, education, employment. Like, there are so many things to unpack and address. Health care is one part, and that's where I happen to be, you know, an expert in that particular field, but I recognize that what I do in the hospital is not gonna be enough to uplift these communities in need. And like you said, I don't like to pathologize Chicago either. I'm coming here to help, but I don't know how to talk about it without being offensive to people that live here, right? Like, who am I to talk about their community? So I'm trying to be sincere about my desire to contribute, to uplift the community without being offensive to the folks that live here and are actually gonna be doing the work for a long time. So I completely agree with you that even I feel like an outsider sometimes in doing this work.Zach: So then, you know, I think--and I'm really excited, and I'm thankful that you've been able to come on the podcast, because I think what really intrigued me about having you on, beyond you just sharing your story and the work that you've done and that you do, is around, like, the concept of effective relationships and building relationships with individuals that you may not feel immediately safe with or comfortable with, and I know that that involves a certain level of emotional labor for you, even today, right? I'm curious though, like, if you could give younger professionals any advice about building relationships--and when I say relationships, I'm thinking more like coalitions for your personal and professional development and journey. Like, if you could, like, boil it down to, like, three things, what would they be?Brian: I would say, first and foremost to young professionals, nothing is worth sacrificing your dignity for acceptance. What I mean is that the papers and the promotions and the titles, like, if you have to leave part of who you are at home, if you have to compromise your integrity and your ethics and your purpose to achieve those goals, those goals aren't worth it, so do not hand over your dignity for acceptance. That's one. Two, you need to set your boundaries. If you don't set your boundaries someone else will set them for you, and you may not like them. And actually I believe that if you set your boundaries, that will lead to greater connectedness with people, not less, because you are respecting who you are and what you stand for. You're not letting anyone else compromise that for you. And the third thing is just always keep your end goal in mind. As you're going through life, your profession, like, think about what it is you want to accomplish, where you want to be. If you never lose sight of that, then all that noise and chaos that you encounter on the way, you'll be able to filter through that and not lose sight of the end objective. So people call it your North Star, your purpose, but I think your end goal, whatever that is, never lose sight of that.Zach: Man, Dr. Williams, this has been a great conversation. I just gotta thank you again for being a guest on the podcast. Any shout-outs or parting words before we let you go?Brian: No, Zach. First of all, thank you for--I'm honored that you asked me to be on the show, and I'm glad that we were able to make this happen. And I'm always happy to engage with listeners. They can check out my website, BrianWilliamsMD.com. That's Brian with an I. I'm pretty active on Twitter at @BHWilliamsMD. But if you do drop me a line, email or direct message, I will get back to you. And you talked about making connections. That's one way that I have increased my connectivity with the universe. Thanks again.Zach: Man, thank you so much. All right, y'all, you know what it is. You've been listening to Dr. Williams, surgeon, speaker, educator, public servant, man... just overall dope individual. 'Til next time, this has been Zach. We'll catch y'all next time. Peace.

Zach discusses building learning communities with ChangeNerd CEO and founder Brian Hampton. Brian talks a bit about ChangeNerd, a digital learning community that supports change management practitioners and inspires innovation, and he also offers some advice for black and brown folks who are looking to build a learning community of their own.Connect with Brian on LinkedIn!Check out ChangeNerd's home page and follow them on LinkedIn! Want to become a member of the community? Click here!Visit our website!TRANSCRIPTZach: What's up, y'all? It's Zach with Living Corporate. Now look, you know what we do. We have authentic conversations about being black and brown in the corporate space. Now, corporate space makes it sound really fancy, right? Like you're wearing a suit and a tie, you know, maybe sometimes you have to actually put some lotion on your ankles. That's not what I mean, right? I just mean the place that you actually have to work, right? Living Corporate is a place that amplifies the voices of black and brown people at work, okay? And how do we do that? We do that with authentic conversations with black and brown executives, entrepreneurs, influencers, educators, public servants, creatives, activists, right? And we do that in just, like, one-on-one conversations, sometimes we'll do a two-on-one, sometimes we'll do a three-on-one, sometimes we have, like, a--you know, we mix it up, but the point is we're having real talk, and that's why our tag line is what? Real talk in a corporate world. All of that being said, y'all know we're having dope conversations every time y'all hear this podcast, and today is no different. Today we're talking to Brian Hampton. Brian is the CEO and founder of ChangeNerd, a company that supports change management practitioners and inspires innovation. Brian, welcome to the show. How are you doing, man?Brian: I'm doing well. Thanks for having me, Zach. I really appreciate it.Zach: For those of us who don't know you, why don't you tell us a little bit more about yourself?Brian: Yeah. So, you know, I started ChangeNerd. It's primarily a digital learning community. I started it to really bring professionals together, because for us who do change management and help organizations adopt new ways of working, we really just tend to be heads-down, working on our projects, and I wanted to create a way for us to just connect and share best practices. Prior to launching ChangeNerd, I consulted at Deloitte. I also led change management teams at different companies, both private and non-profit. So I love the field. I'm super passionate about it, and I'm glad to talk about it today.Zach: Yeah, man. You know, and coming from a change background myself, you know, I don't see a lot of black men in this space, right? I don't really see a lot of black folks period, but I definitely don't see a lot of black men specifically and just black and brown men in general in the space. Can we talk a little bit about, of all the professions you could have chosen, like, what about change management got you?Brian: Yeah. This is real cool, this is real cool. Nice question, and--great question, actually. So I went to college in undergrad for criminal justice and then soon realized there was no real money behind it, and so I jumped into HR, jumped into the federal government, and at around 2008, 2010, I felt like HR was kind of flat, and then I was introduced to change management because the agency I was at at the time, we were implementing PeopleSoft, and so I was formally introduced to change management, and I really couldn't believe this was a full-time job, right? 'Cause it's really around just working with people and helping them, you know, really adopt new ways of working. And I'm like, "Wow, people get paid doing this?" So I did some research and saw that the pay was decent, and so I jumped into the field. So yeah, I thought--at the time I thought HR was boring, and change management seemed to be the new thing, and there's some really strong transferable skill sets from HR to change management, and so I took the leap.Zach: Man, you know, that's 100%, and it's interesting because my career was a little bit the same. I think we talked about this off the mic, but, like, I started as an HR manager at Target and then transitioned into org design and just being, like, a specialist, right? And then eventually formed all the way into change management. And you're absolutely right, a lot of it's transferable, but you know what's interesting? I think a lot of it isn't, because--I do agree that often times HR gets a tough rep as just being, like, the benefits folks, right? And kind of helping with ER issues, but really they're just kind of--they're almost like the security guards of the company, but they don't have a gun. They've got, like, a roll of quarters to call the peace when it gets really scary, you know? They might have a flashlight so that they can look at you while you're doing something wrong, but they don't really have any actual, you know... come on, man. Yeah, so anyway. Okay, cool. So look, we're talking today about building learning communities, right? ChangeNerd is a learning community, like you said at the top, but to start, like, how would you define a learning community, and what are the benefits of being in a learning community?Brian: Well, you know, quite honestly--and, you know, the whole theme of this podcast is corporate--you know, corporate living, and if you're in corporate, your organization is more than likely changing. It's using and bringing on new technology, new processes, you know, organizations are trying to be competitive, so all of that activity is happening, and what that means for the individual person is that you have to take ownership of your own journey, your own learning journey. And so the best way to do that is really tap into some type of social learning community, and that's part of the reason why I created ChangeNerd. There was nothing out there specifically for, you know, professionals who spend a lot of their time in project management, change management, and so I wanted to create a community for us folks. And, you know, what I'm noticing after doing this just for 12 months is that it's extremely beneficial. We got thousands of people in the community, both at the executive level and, you know, practitioner level, and the people love the community because they can take charge and, you know, tap in whenever they want to tap in. It's LinkedIn on a much smaller scale, you know? And there's beauty in having access to like-minded people. So if you're on a project and you're struggling, you know you're only a button away or an email away from getting help, and that's what it's all about, and for us, we tend not to have those strong networks when it comes to corporate, and so--you know, I'll be honest with you. I'll share this story. Deloitte was--working at Deloitte was the hardest--and it was fun, but it was extremely difficult, primarily because I didn't have that network. Even tapping into, you know, the African-American BRG, it's still tough for us to connect with the right people, people that we can trust in the corporate atmosphere. And so, you know, yeah, you go to work every day and you build a network there, but there's nothing like building an even broader network outside of your organization to give you the confidence you need to be successful.Zach: Man, you know, you're 100% right. And it's interesting. Like, as organizations, or just as technology continues to grow... like, at first the draw of technology and, like, social networking was size, right, and scope. Like, "You can reach anybody anywhere!" Like, you know, big numbers were attractive, right? So if you could say--you know, you say LinkedIn, like, millions of people use LinkedIn every day, right? But then, like, the disconnect is "Okay, what does it look like for me to actually touch somebody?" 'Cause I don't really need to touch a million people. I [may only?] really need to touch, like, 15. So what do I need to do to make sure that I can actually touch those, you know, less than 20 people that I actually need? And so it's just interesting as you see, like, communities change or digital communities change and evolve that, you know, we're noticing that size isn't everything, you know what I mean?Brian: Yeah, yeah, yeah. And, you know, building a community around, you know, your role or your aspirations professionally, it's an ongoing journey, and what I will say is--here's the major benefit, right? If you got 100 people, because you were diligent, and let's say you spent, you know, three to six months really building a community around you or tapping into an existing one, and you now have 100 people that you trust that you know you can reach out to. If you get laid off, if you want to go independent and start your own agency. You know, if something bad happens to you, you've got 100 people who got your back, and that's what it comes down to. I can't--you know, just in doing this community, you know, ChangeNerd, I can't tell you the amount of people that I've been able to help, you know? So-and-so got laid off? Oh, I know this partner at this firm, right? And there's a trust that's built. And so, you know, submitting your resume becomes more of a--it's something that happens afterwards, right? Because of trust, that organization is pretty much gonna bring you on, right? And so your resume becomes a formality after the fact, and so, like, that's the beauty of having a network and being tapped in to a digital learning platform or any social learning community that you have.Zach: Yeah, man. You know, it's interesting. You talked about some of your challenges at Deloitte and, like, the barrier being you not having that community, formally or informally, right? So, like, based on your experiences, what advice or, like, what lessons learned would you be able to share and kind of what would you be able to give to black and brown folks today who are looking to build those types of spaces for themselves for their own professional development?Brian: To be honest with you, it's a journey. It's a journey, and the reality is you don't know what you don't know. Years ago when I was at Deloitte, I don't think I had the right mindset, you know? You know, they hired me for a job, you know, primarily to do deliverables on projects, and that's what I did, but to be successful, there are--there are so many other competencies there, you know? You've got to be able to manage up. You've got to be able to build relationships. And, you know, when it comes to corporate, a lot of times, you know, I know for me and probably for the folks that are listening to this podcast, sometimes you may be one of the few black or brown people in a room, and it's difficult to raise your hand, and it's difficult to bring your perspective without being judged, but over time with the right experiences you get really good at it. But honestly, I don't know if there's any advice that I can give to anyone other than, you know, go for it. Continue to build your network out. But ultimately, it's your journey, and you have to own your own learning process, regardless of what type of, you know, leadership development programs you find yourself into. You have to own your own learning. Tapping into a network is beneficial, but just recognize that relationship building and having the ability to build trust with others, those are the things that you'll learn along the way.Zach: Man, well, let's do this. Let's talk about ChangeNerd, because I do get folks who hit me up, right? I have old colleagues, I have people in different, like, just social networks who hit me up about getting into change management. Let's talk about ChangeNerd, you know, why the name, the journey you got there, and then just where people can learn more about it.Brian: Yeah. So it's funny, I knew I wanted to bring--well, I'll tell you this. Me and the team, we were building an app. So we built this nice, sophisticated change management app, and as I was trying to sell it to different companies I realized that change management teams didn't really have the budget for it, so we scrapped it. But I ran into--I live in the Chicago area. I found six large companies all implementing SAP all struggling at the same point in time, right? And it was that moment where I realized "Wow, I need to build a community, because we're just working way too siloed." So I launched the community. And the community is free to join, and every week I interview a subject matter expert around--and we talk about some area surrounding organizational best practices, and every so often we offer virtual courses and we also offer in-person events. And so, you know, when people think of ChangeNerd, I want them to think about the learning community, because at the heart that's what it is. We pay the bills by consulting different companies, but we try to spend the bulk of our time just enriching the learning community.Zach: Well, that's incredible, man. So talk to me about where--at what point did you realize that ChangeNerd was, like, "Okay, wow. This is something serious." Like, this is an actual--so I'm not gonna say it's a movement because that's mad corny.Brian: It is. [laughs]Zach: It's mad corny. People always--man, sidenote. Man, people always talking about "it's a movement, it's a movement." So many--how is everything moving? Brian: I know, I know. So let me tell you how I knew it was real. It got real for me when I got an email. I got an email from an HR VP that said "Hey, Brian. We want to fly you to Boston, and we want you to do a series of workshops for our supply chain leadership," right? That's when it got real for me. So I replied back. I'm like, "Do you have budget?" And they told me the budget, and via email within, like, literally 5 minutes we negotiated budget. That's when it got real for me, because what I found out was when you tap into a community or if you build a community, right, you're automatically building trust with people, right? And so when they see you they trust you because you're giving out good insight, you're giving out--you know, you're helping them, and when opportunities pop up they reach out to you. And so, you know, first it started out as a speaking engagement, right? And I didn't have to give them documents and compete with other firms. They wanted me. That's when I knew. I told my wife, "Honey, this is--like, this is real money," right? And then the phone calls came, you know? Head of IT from this company, head of HR from this company. "Brian, we want to get your perspective," right? And they knew that, you know, I wasn't gonna do it for free, and so they came with the budget, and so it's just--when you have that network of people, you're able to help people, and they can help you as well. And so to be honest with you, that's how I knew that this could be something real, when I started getting emails of different companies, from different companies, that needed my help.Zach: Well, talk to me about what you've been most excited about that ChangeNerd has accomplished, and as you look at 2020, what are you most looking forward to?Brian: Yeah. So when it comes to change management, you have major training companies really trying to control the narrative. You have--I won't call out any names here, but you have companies, you know, controlling the narrative. What I'm so proud of is with me interviewing different subject matter experts every week, it just opens the opportunity for the narrative to change, right? And so for change management not to be come, like, an academic exercise. And so for people not to be locked into one particular framework, and for more stories and experiences to be told. As we move into 2020, we're going to get a little bit more niche. We're gonna have little--well, not little, but smaller digital communities. So change management in health care, change management in non-profits, change management in financial services. We're gonna have digital communities by industry, by specialty, just to give people access to more practical advice. So that's something I'm looking forward to as we move into 2020.Zach: All right, man. Now, look, I wouldn't be a platform if I didn't give you a space to actually plug ChangeNerd. So, like, where can we learn more about it? What's the content? What's the information? Of course we'll have it in the show notes, but go ahead and shout it out right here.Brian: Yeah. So you can dive right in to the online community by going to community.changenerd.com. Community.changenerd.com. That will put you right into the community. Go ahead and join. It's totally free, and I look forward to seeing you there.Zach: All right. Now look, everybody--y'all heard him, okay? So y'all driving, you walking, you're doing whatever you do, you heard what he said. Community.changenerd.com. It'll be in the show notes. And y'all be clicking the links. We look at the Bit.lys. We see that y'all clicking stuff, but you ain't gotta do it. You heard me, right? So you heard Brian, you heard Zach. Just go ahead and click that thing. Now Brian, before we let you get up out of here, any shout-outs or parting words?Brian: No. Zach, I love what you're doing, and it's podcasts like this that really help people like us move forward, so I appreciate the effort that you're doing. And if you're listening to this episode, I would encourage you to reach out to me, and hopefully I can be of help to you, and that's pretty much it. But Zach, I'm very proud of the work that you're doing.Zach: [air horns sfx] Man, them air horns is for you and for me, man. I appreciate you, man. I thank you, and I appreciate the work that you're doing, right? You're demystifying change management. You're creating a space for folks who are interested in change management and who are already established change management practitioners to engage, learn, and build. And this is not an ad. So yeah, just shout-out to you. Shout-out to ChangeNerd. And listen, y'all, this does it for us on the Living Corporate podcast. Thank you for checking in. Now look, y'all typically know I kind of put all the ats and stuff, but every now and then I just kind of flex on 'em, just a little flex. Sometimes I'll just say "Google us." [Flex bomb sfx] You know? Just Google Living Corporate. Just "Living Corporate," right? We're on everything. We're on all of the streaming platforms. We're on Instagram at @LivingCorporate. We're on Twitter @LivingCorp_Pod, right? And then if you want to check out the website, again, just Google us, Living Corporate, or you can type it in the browser - living-corporate, please say the dash, dot com. We're also livingcorporate.co, livingcorporate.org, livingcorporate.tv, livingcorporate.net. We've got all of the livingcorporates except, you know it, livigncorporate.com, 'cause Australia has--Brian, Australia has livingcorporate.com, man. Brian: That's crazy.Zach: Ain't that crazy? Yeah. So listen, y'all. Appreciate y'all. Listen, if you have any questions, anything you want to learn about change management, make sure that y'all contact Brian. We're gonna put all of his contact information down in the show notes. Until next time, this has been Zach, and you've been talking to Brian Hampton, CEO and founder of ChangeNerd, a digital learning community for change management professionals. 'Til next time. Peace.

James:  Hi listeners and audience, this is James Kandasamy from Achieve Wealth Through Value-add Real Estate Investing Podcast. Today, we have Brian Hamrick. Brian owns 370 units which 2/3 of it is syndicated, the remaining is owned by him. He's from Grand Rapids, Michigan. He does multifamily, self-storage and also non-performing notes and Brian is also the past president of Rental Properties Owner Association.  Hey, Brian, welcome to the show.  Brian: Hey, James, great to be here. Thanks for having me.  James: I'm really happy to have you here. I mean, you have been podcasting for the past three years. You have a really good audience because I remember after showing up on your podcast, a lot of people did contact me. So I'm sure a lot of people love your podcast as well.  Brian: That's fantastic. I'm glad to hear that.  James: Yes. So can we go a bit more detailed into what is this Rental Properties Owners Association, how do they add value to syndicators or landlords or tenants? Can you describe a bit more on that? Brian: Sure, the Rental Property Owners Association, which I'm a past president of, I'm currently on the executive committee and I sit on a number of different committees, they are a landlord representation organization.  So we also work a lot with Real Estate Investors and provide all kinds of training for both landlords and Real Estate Investors. Every year, we have an annual conference where we have National Speakers come in and talk about all different types of investing asset classes and whatnot. And really I got involved with it because when I moved here to Grand Rapids, 15 years ago, I was looking for a professional organization that I could become part of that would help me network with other professionals in the industry. People who own rental properties and knew how to profit from it and also just an organization that would help teach best practices so I could learn the ropes how to do it and certainly through the Rental Property Owners Association and the people I've met there, I've learned a lot.  We provide a lot of training but probably what I consider most important of all is we have a legislative committee that works with lawmakers, both local and at the state level, to help push through bills that help rental property owners and also help prevent bills from becoming a reality that would hurt us; anything that has to do with like rent control or some of those hot button issues that as landlords and rental property owners would like to avoid.  James: Yeah, very interesting. So like New York and I think, Oregon now is rent control states, if I'm not mistaken, so they probably have similar Association like yours in that city, I guess. Brian: I would hope so. It sounds like they're fighting a losing battle as you and I both know as rental property owners, you know, I believe you invest out of state, out of your area, is that correct?  James: No. No, I'm from Austin. I invest everything in Austin and San Antonio. Brian: Okay. So would you even consider investing in a city or a state that has rent control?  James: No. Of course not.  Brian: Yeah. It's really detrimental to the market and I think it's going to cause a lot of problems. I used to live in Santa Monica, California where they had rent control and you can see the negative results of that. James: Oh, Santa Monica in California, did they have rent control in the past?  Brian: Yeah, a lot of the Los Angeles counties, you know, it's kind of county by county, city by city, area by area, but there is rent control in Los Angeles in certain areas and you can just see how rental property owners, who own buildings in rent control areas, have no incentive to put money back into them. They're not putting the capital expenditures back into their property to keep them in good shape because there's no incentive to do so. They can't raise rents beyond a certain amount each year and you know, so why would you invest $100,000 back into your building if you're not going to get that out in value? James: Yeah. Yeah. It doesn't make sense for a business. So you may not run it as a business, you may be just run it as cash flow, I don't know, it's like a cash flow investment. I guess you don't have to spend any capital on it.  Brian: I can see how if you've owned the property for a long time and you bought it at the right price at the right time, you could probably be doing well with cash flow. But in these markets where you see a lot of rent control, they're expensive markets. So I'm not really sure once rent control is instituted in these markets what's going to incentivize new investors to come in and bring fresh money into the market. James: Interesting interesting. So coming back to your portfolio, can you tell me in terms of your holdings, how much is multifamily, how much is self-storage? How many percents of each one of these and how much is non-performing notes?  Brian: Sure. Sure. So multi-family is my bread and butter. I've been doing that since 2008. I moved to Grand Rapids in 2005 and 2008 the bubble burst, you know, we entered the Great Recession, it was a buyers' market. I bought my first 12 unit, I was using my own money in the beginning, started using other people's money and then started syndicating.  We currently have about 370 units here in the Grand Rapids area, Grand Rapids, Michigan and that's multi-family residential. In 2018 we purchased a self-storage facility, it's about 28,000 square foot, we're currently adding another 15,000 square foot to it and that's been a fantastic investment, I really love self-storage. And then, as you mentioned, I host a podcast - The Rental Property Owner and Real Estate Investor Podcast - and one of my guests over two years ago was a gentleman by the name of Gene Chandler and he was investing in non-performing notes and I really liked his strategy so much that I ended up investing well over 300,000 dollars with them and the results have just been fantastic.  James: So, you now do multifamily and now you're doing two other asset class. So can you tell me what does multifamily did not offer that these two other asset class offers? Brian: Well, I like you, I'm investing in my own backyard for when it comes to multifamily. Even though I've bought and sold over 450 units, in 2015, I stopped buying multifamily altogether because the values had gone to a point where I could no longer justify syndication. I couldn't get the returns that I needed for my investors to be able to to pay the prices that people were asking. The last two deals I found - one was off-market, one was kind of in between market - and I can go into details on that but anything that I saw after that point just, I was so spoiled by the prices I was getting between 2008-2014, that I started looking for other asset classes.  And there were probably about 3 years where I just sat on the fence, waiting to see if the market would change or something else would come along. And at some point, one of the people who I met through the podcast, brought me a self-storage deal that he had found off-market. I looked at it, I like the numbers. His underwriting was very conservative, but the numbers were very compelling and we ended up buying that in 2018. And just in one year of basically bringing the rents up to market value and switching to a virtual online web-based management system, we were able to add over $700,000 in value to that property. So I like the simplicity of managing and owning self-storage more so than multifamily because in multifamily, you have tenants and plumbing issues... James: So it's very Property Management intensive, right? Brian:  It definitely is and the self-storage, it's not. When you have turn-over, you're basically sweeping out a metal shed, you know, so it's a lot easier to manage and own and operate self-storage, especially when you're in a good market and I think we bought in an excellent market. It's just north of Lansing, Michigan. And then with the non-performing notes, I found a strategic partner who handled a lot of the nuts and bolts of that and I was able to invest with him somewhat passively so I enjoyed that aspect of investing there and the returns we were getting were very good.  James: Interesting. Yeah, I mean, as I mentioned in my book, commercial asset classes go in cycles. I mean, I know I'm a multi-family guy and your bread and butter is multifamily but if you find the right operators in other asset classes, you can make a lot more money or equal amount of money as what you're making with multi-family. So, would you think so? Brian: Absolutely. Finding the right strategic partners in other asset classes that's one of the things I set my mind to when I realize I'm just not seeing the returns I want to see in multifamily and apartments in my area where I'm comfortable investing. Now, have you looked at other asset classes? James: I did look at a few asset class. I mean the asset class that I looked at is also like, you know, self-storage or mobile home parks but it's also in demand. I'm surprised to see here that you found something in 2018 because I thought self-storage is a hot asset class as well, I will risk going after that. Brian: Yeah, it was a lucky strike and we've been looking for similar opportunities. But yeah, we're not finding them. What we're doing instead is building ground-up construction in self-storage, finding locations where the demographics are right and the need for more square footage of self-storage space is there and then we go in and fill that need. James: Yeah, but I'm happy that you are looking at multifamily is not like the only asset class throughout the whole real estate cycle. I mean you felt like in 2015, things picked up and you really can't find the prices that you want and you have changed strategy which is how an investor should be. You always want to look at what's available out there, the deal flow because the economy is still doing very well. There's a lot of capital out there and it's just harder to find a great really-making-sense deal. I wouldn't say deals, making sense deals in multi-family, something that makes sense. It's just so hard to find out nowadays. Brian: Absolutely. As an investor, you have to stay nimble and flexible and be open to other opportunities. Now, I know a lot of people in our field, our asset class of multifamily and apartments will find strategic partners outside of their area like in Texas or Georgia or wherever and partner with strategic partners who are able to find better value and better yields in their Investments. But I've had some bad experiences early on with some single-families that I owned out of state so I've always been very hesitant since then to own rental property, residential rental property, out of state. James: So you like to have any property within your own backyard, but you like to diversify within asset classes. Some people have one asset class, but they go across the nation. Like some people like to buy multi-family across the nation, wherever make sense but you are doing it the other way around. Brian: Yeah. Since I've branched out into self-storage and non-performing notes, I'm comfortable switching up asset classes. James: Awesome. So on self-storage, are you the operator, are you the primary guy?  Brian: No, my strategic partner is. He's the one who found the deal off-market, he negotiated it. I basically came in and raised the money; we syndicated that and raise the funds to be able to acquire it. James: Got it. Very interesting. And on the performing notes, you have a strategic partner, I would say, right? Brian: Yeah, I have a strategic partner on that. He's the one who knows that world. He's been doing it for well over six years now and really knows how to negotiate with the lender who we're purchasing a non-performing note from. He works with the homeowners to try to keep them in the home and figure out if that's even possible and then knows who the title company is that he should work with to get the right due diligence done and he's got the different scenarios in his head of how we can profit off of these notes. If we keep the homeowner in the home, what are the strategies there for us to maximize our profit or if we have to go through the foreclosure process. How do we go about that and maximize our returns in those cases as well. James: Interesting. Interesting. So if you get a multi-family deal today, would you still do it? Brian: If I found a deal that made sense and my underwriting shows that I could get the returns to my investors that they're accustomed to, I'd do it in a second, absolutely.  James: Okay. Okay. So let's talk about the market and submarket selection. So why did you move from California to Grand Rapids, Michigan?  Everybody's heading to Texas and Florida from California.  Brian: I'm from Michigan, originally. James: Oh, you're from Michigan? Okay, that makes a lot of sense.  Brian: Yeah, my wife is from here as well. So we met in California but decided okay, if we get married, start a family we didn't want to do it in Los Angeles, it's just too busy there.  James: Makes sense. Yeah, I mean just based on data that 50% of the population move to Texas And I think there's a lot more but Texas and Florida is the favorite destination for people from California. That's why I was asking the question. And how do you select the submarket in Grand Rapids, Michigan? Like how do you select which submarket to really do the deal? Brian:  Well eyes because I live here, I am looking within a half hour to an hour of where I live. Grand Rapids is very strong, has very strong demographics. It's one of the few Midwest cities that really bounce back strong from the Great Recession. A lot of diversified manufacturing industry. Furniture, Amway is here, we've got a lot of different industries and employment based here. So when I look at submarkets, I'm looking more at the neighborhoods, what's the crime rate in that neighborhood? What's the income level in that? What kind of rents can we command and by the way, I'll buy B properties and C properties or you know, C minus properties that we can push into that C plus B minus range. But I will avoid the The D areas and I've seen a lot of opportunities in the D areas. And by D, I mean where you have a lot higher crime rate, where you have a lot more evictions and tenant turnover and problems.  So I'm just very careful about and I work with the property management company that has a good grasp of these areas. So when we look at a property, we can really get a sense of if we buy this, is there an upside value, can we improve it and get higher rents, get better residents in here or is it going to be bound by the neighborhood it's in, that where it is now is what just where it's going to be? James:  Got it. Got it. Interesting. What about underwriting? I mean, when you look at a deal like I mean when you are buying multifamily, right? So how would you select the deal? Let's say a hundred deals been sent to you, do you know how many percents of it you would reject? Brian: Right now 100%. I'm not even looking right now, but what I'll do is I'll do a quick rule of thumb. Okay, what's the net operating income? What's the cap rate that they're asking? Is there upside potential? And of course, if it's listed by a broker, they'll always tell you the market the rents are way under market. you can raise the rent. No problem. That's sometimes true, sometimes not true.  But this area is so strong that any seller right now knows that they can get top dollar and while there's a lot of Institutions and out-of-state investors and even International investors who are willing to pay top dollar, the yields that they are willing to accept are much lower than what I'm willing to pay, which is why I'm not even looking at the moment.  James: Very interesting. Now I see it's happening across the country. I thought it was only happening in Texas and Florida but looks like across the country, that's what's happening. It's just so hard to find deals that used to make sense to us long time ago, right? So it's crazy out there.  Brian: Yeah, and it could just be that I'm spoiled because I was buying during a period when I could buy it at eight nine ten caps. And now, when I see things at five six, six and a half caps, I don't even want to consider them. But had I bought it at those cap rates between 2015 and 2017, I would have made a lot of money. So maybe I'm just a little too stringent in my criteria right now.  James: Yeah. That could be it as well.  Brian: Are you buying right now? James: Well, I mean, well, I'm still buying if I find the right deal. It's just so hard to find the deal that makes sense for my criteria, and I'm sure that's the same thing as your criteria. I'm still buying if I find the right deal but I'm not underwriting a hundred deals, you know, in one month. You know, whatever deal comes to me, I usually know that within the quick look, I know whether it makes sense for me to underwrite or not. And sometimes brokers will call me if they know that a certain deal is something that I would do. That's the only deal that I look at.  Brian: What's your quick back of the napkin way of determining whether or not you want to invest in something? James: If it's an email blast, I probably wouldn't look at it.  Brian: Yeah. Yeah, you kind of eliminate the ones that go out to everybody.  James: Yeah, it's already got everybody on his shop date and coming on an email blast. You know, you have to go on a best and final and best and best and final and then this ultimate best and final offer, which is you're shooting in the dark, right? You're basically bidding against yourself. [20:45 inaudible] I'm not really in a desperate mode to buy deals that go through that kind of process. So when I look for value-add if there's a true value-add deal, I mean, minus the crime rate area, I definitely know the area that has high crime rate, I can check it out quickly Class B and C, but need to have true value-add that we can go and add value. I don't really look at the entry cap rate, but I look for the spread of the cap rate from the time I buy to in the next two years kind of thing without any rent increases.  Brian: I think part of part of my problem, one of the reasons that I've just been on the fence is because we bought a value-add property back in 2015. It was an older building, built in 1920 and it was such an exhaustive process to go in and add value to that property. I was over there like every day. James: It is very tiring to do those value-add deals. To do deep value-adds, I would say.   Brian: Deep, deep value-add. And so my bandwidth for more opportunities was just completely limited because I was so exhausted by working on this one particular project. Now, luckily, we got it to a point where we added tremendous value to it and we're very proud of the work we did but you have to weigh the opportunity cost when you do those value-adds because sometimes they're so intensive that some of the lower hanging fruits, you bypassed that. James: Correct. Yeah. I see some syndicators doing deals every month and they're not doing a deep value-add or they're just doing the lighter value-add. Maybe they're just doing a yield play. [22:30inaudible] they can buy every month. They can claim 5,000 units or 3,000 years versus deep value-add to be like 100 and 200 and 300. It's a really really deep value-add. You probably make a lot more money than the guy who owns 3,000 to 4,000 units, but it's a lot of work.  Brian: It's more than just asset managing. You kind of become a de facto developer. James: Developer, a huge project manager. Yes, so many things but the deep value-add gives you a sense of accomplishment. Brian: It does.  I'm very proud of the work we did on this particular property and more so than any of my other properties because I didn't have to put nearly as much work into them.  James: Yeah, and the deep value-add it becomes a case study, right? Because it truly shows your skills to turn around property.  And people who have done deep value-add it's going to be easier for them to do the lighter [23:30inaudible]   Brian: Yeah, yeah, that's an excellent point.  James: So that's very interesting. So can you name like 2 or 3 secret sauces to your success? Brian: The two or three secret sauces to my success. I'm sorry if you hear that printer going in the background there.  James: It's okay. No worries.  Brian: Hopefully that ends soon. Secret sauces to my success; I think doing the underwriting, running my numbers. I always like to say, I like to see my numbers in bullet time. To see all the Matrix, you know, everything slows down and you can see it coming at you. I want to know what are the real expense is going to be after we've acquired the property. One particular mistake that I see a lot of investors making is they assume that the property tax is going to be the same as what the previous owner was paying and that's just not the case. So right there that's one of the main factors that I look at right away, is what is the property tax going to become once I buy this property and that eliminates 50% of the deals that I would even consider. So number one secret sauce is just really understanding the numbers. Not just where they are today, but where they will be once we acquire the property. Number two is having the right team. I am all about partnering with strategic partners who add value because they understand inside and out the asset class that you're investing in. The reason I was able to expand my multifamily portfolio was that I partnered with someone who owned his own property management company and managed the type of properties that I wanted to acquire. That without his assistance and without his team that really knew how to go in and do the due diligence and help me assess upfront, what are the capital expense costs going to be? What are the true costs going to be when we acquire this property? Without that, I would have made a lot of mistakes. The same with self-storage. I partnered with someone who even though he's young and new, somewhat new to the business, he had really studied it, talked to a lot of professionals, been mentored by people and really understood inside and out how we could add value to that self-storage facility. And everything that he put in his pro forma ended up becoming a reality. With my non-performing note partner, I mean he knows that world inside and out. So when we acquire a note, the first 12 that I bought with him, we only had one that we lost money on and that was about $1,700.  James: Out of how many notes?  Brian: We bought 12 notes to start with because I like to test before I bring other investors in so I bought 12 notes with my partner, I JV with him. Five of the notes our average return was over 80%.  James: Wow. What timeline? Brian: A year and a half.  Well, actually, each note is kind of on its own timeline. So I'll tell you that of the twelve notes that he and I purchased together, five of them are closed and paid off like we've made our profit. Our average return on investment, before we split 50/50, our average return was 81% and that included the one note that we lost $1,700 on. Some of the returns that we're getting are phenomenal. Five of the notes are re-performing, which means that we were able to keep the homeowners in their homes, which is fantastic. That's our number one goal. Our average return on those notes as we collect the monthly income is 30%. And then two of them are in some form of foreclosure. In fact, we're about to sell one. We just listed it today actually, so we should make a decent return on that. We always try to work with the homeowner and keep them in the home. Half the time we're able to do that, half the time it just doesn't work out. But you asked me the timeline so, of those five notes that we closed, our average return was 81%, the average number of days that we were in each of those notes was 163 days so that took less than half a year.   James: I mean, those are good great numbers. I mean, I mentioned in my book, find the right operator in that asset class and partner with them or invest with them for passive investors. So as I said in every asset class, there's always good operators. So the numbers you're telling me in non-performing notes in self-storage are huge, right? I mean, I know multifamily you can make money if the market went up and you have a really good operator that can handle that. On average, not everybody is making what you just told me right now on self-storage. So why is multifamily more popular than other asset classes?   Brian: There are more people teaching it.  James: That's absolutely my point. Brian: Yeah, I mean like there are some excellent instructors out there in multifamily and you and I are both the part of a group with one of them. I mean great top-notch training material. Okay. Yeah, there's just fewer people out there. Whereas you have between 10 to 20 people out there teaching multifamily, you could count on one hand the number of people teaching self-storage and it's even less teaching the non-performing note.  James: I understand. Yeah, it is it is true. There's a lot more people teaching multifamily, a lot more boot camps, a lot more 2 days weekend seminars on multifamily compared to self-storage or non-performing notes. And I think multi-family is also very simple to understand, it's a house. Not many people understand what is non-performing notes.  Brian: Yeah, there's all that educational like just understanding and wrapping your head around the concept. I got into multifamily because I understood the economy of scale and I understood people have to have a place to live. So if you can get them to pay their rent and that rent pays all your expenses plus the mortgage, well, you can make a lot of money that way. And then once I understood the next level of value, which is the income valuation method, how commercial multifamily is valued based on the income method and you can increase your returns exponentially if you understand that. The relationship between cap rate and your net operating income and value that was very compelling to me. And I think that still is very compelling when it comes to investing in commercial real estate whether it be multifamily or self-storage. I think non-performing notes, there's a lot more perceived risk in that because it's not valued based on any  - it's hard to understand how that's valued because there are so many different scenarios in which you can profit from non-performing notes. That you can't just say well we value it this way and if you buy this note, this is what you're going to make, it's kind of a crapshoot. But if you do it right and you partner with someone who knows how to avoid the dogs, you can actually make a lot of money doing it.  James: So what is the most valuable value-add in non-performing notes? Brian: You mean an example of one of our...? James: No, not an example. I'm talking about what is the one thing that if you do the most of the time or the frequency of things that you do in non-performing notes that you get the most value out of? Brian: Well, yeah, it differs note by note. I'll give you two examples. One is a property that was pretty much a teardown property that we bought the note on in Middlebury, Indiana. We paid $5,000 for this note and I asked my partner, I mean it's $5,000, this property is a teardown. How are we going to make money on this? And he said, well, we're not buying this for this property for the house that's on it. We're buying it for the land because it's right next door to a farm and this farm is owned by this Amish family. So he sent a realtor over to the Amish family and they ended up paying $35,000 for that note. So after closing costs and paying the realtor and getting our initial $5,000 investment back, our profit was over $24,000 that represented a 245% return and we did that in less than two months. James: Yeah, but you need to identify that opportunity. I mean, it's not like you can go and buy any deals right now. Okay, very interesting. Brian: Yeah. Yeah, absolutely. Another quick example of how you can profit on notes and I don't want it to lead you to believe that your best profit is always going to be a few foreclose or take possession of the property because you can still make a lot of money if you can work with the homeowners. We bought a note on a property in northern Michigan, probably about 9 or 10 months ago now. And I believe the numbers were in the line of we paid $20,000 for this note, got the homeowners re-performing, the unpaid balance on this note is $41,000. Once we have them season for 12 months, meaning that they're paying on time for 12 months - we've been working with them with a mortgage loan originator, where they can go and get new financing, permanent financing of FHA or Fannie Mae type loan in place with much better interest rate much better payments. Well, when they go do that, they're going to pay off that unpaid balance. So our $19,000 investment, now that I'm thinking about it was $19,000, our $19,000 investment, we're going to get paid that $41,000 of the unpaid balance on their note, plus the money that they've been paying each year. So our return on that is going to be 100%, it's actually over a hundred percent.   James: Across how many years?  Brian: We'll be out of that in under 15 months. James: Okay, interesting. Brian: Because they're going to refinance and when they refinance, we get paid that unpaid balance. James: Got it. Got it. What about on the multifamily properties that you own before 2015? What do you think is the most valuable value-add that you really like?  Brian: Well, they're all great because just anything I bought between 2008 and 2012, I've achieved an infinite return on those.  James: Okay. So refied it by and you kept it? Brian: Yeah. Yeah, we've refinanced, pulled our initial investment out. We have no money in the properties and we're collecting cash flow every month. So you can't calculate a return on that. Probably one of the best examples is a 37 unit that we purchased. We bought it at a short sale in 2009, was about 600,000 is what we paid for it. We put a $200,000 into it right away to replace roofs, windows. It was a hodgepodge of heating systems. There's electric baseboard heat and hot water boiler heat and then gas forced-air furnace heat. It just depended on which unit you were looking at. So we replaced a lot of the mechanicals, made it as much of a new property as we could, as far as just the mechanicals and the roof and the windows. And we refinanced it once it had over 1.1 million dollar value, pulled all of our initial investment out plus some extra cash flow and then we just refinanced it again, put a tenure fixed loan on it through the Freddie Mac. small apartment loan. So we got great terms on it, 30-year amortization. At that point, it valued over two million dollars. So we've added a lot of value to it and the compression of cap rates didn't hurt either.  James: Yeah. Yeah. Those are the awesome deals, the deep value-adds. That's where you can go and refi and make it infinite written because you pulled out all your cost basis. Brian: Yeah, yeah. Yeah, that's the goal to achieve infinite return. Whenever we can do that, that's what we do.  James: Absolutely. Aren't you worried about the state of the market right now in real estate in general?  Brian: You know, gosh, I was more worried about it two years ago than I am now probably. James: What has changed? Brian: Probably because two years ago, I was thinking, oh, it's going to turn any minute now and then it only got better and better. You and I both know Neil Bala and we talked to him at the last event we were at together and he made a very good case for the continuation of this market. And it basically rests on the fact that the United States, it's one of the few, if not the only places in the world where you can go to get real yield on your investment. We're seeing a lot of international money coming into the United States because in their countries, they're seeing negative yield or 0 yield. Here even if you can still get three or four percent yield on your investment, that's a lot of money. It's bringing a lot of money into this country and that's going to prop up our values for quite a long time. On top of that, I've always fought or believe that interest rates were going to rise and I've been believing that since 2000 and they keep going down. And even now, as we're speaking, they're talking about lowering the rate again by the end of the year. So that interest rate risk, I know we're playing with fire here and eventually, we're going to have to pay the piper but our government seems to keep coming up with ways to prolong this growth and the increase in prices. So am I worried? Not in the short term. No. No. The Economists I listen to are saying, oh, it's going to be a roaring 20s for us. Things are really going to hit the fan and. 2027, 2028, 29. James: Interesting. Yeah, because I think I don't know, maybe my thoughts are similar to yours somehow the Fed has figured out how to do quantitative easing and quantitative tightening. Somehow they're able to contract the economy and bring it down. So they could have found some new mechanism to keep the economy going even though our thought process always has been real estate goes in cycles. But at some point, you will hit an affordability issue, it can't [40:13unintelligible]  go up all the time, right?  Brian: Yes.  James: The prices can go up because the interest rate is coming down because now you can get more cash flow. But at the same time, you can't keep on increasing rent because our wages are not going up so much. I mean, I'm not an economist but at some point, you will hit some roadblock, but I'm not sure where is it and how is going to come.  Brian: Yeah, well, we're seeing a plateauing I think right now in just the rents that we're able to charge, the prices that people are willing to pay but it's still a very strong market. Now, don't get me wrong, I'm not going out there and just buying stuff like crazy because I am very conservative and like I said if I can't get the returns that I need to bring investors into my deals, I'm just not even looking at it. I don't anticipate that the market is going to have a huge correction, there might be a bump, I think if you're in a good market, like Grand Rapids, that bump won't be nearly as severe as some other places.  I'm keeping my eye on the market but at the same time, investing conservatively in asset classes that I think will be able to withstand the next correction.  James: Awesome. So let's go back to a personal side of things, right? So is there a proud moment throughout your career in real estate that you will remember for your whole life, one proud moment? Brian: One for a moment to put on my tombstone. James: Yeah, absolutely. That you really think that hard, I'm really proud I did that.  Brian: Yeah. So a couple of answers. I mean any time we're able to go in and improve a property and improving neighborhoods, that always makes me proud, you know, that we're adding value to a neighborhood and community. The older building that I told you about here in Grand Rapids, it was built in 1920. When we bought that it was very tired, kind of poorly managed, it was losing money. We were able to turn that around so I'm very proud of that. I'm very proud of the fact that we also fought very hard and work very closely with the city to be able to put a restaurant in that building. So the fact that when we bought it it was 96 apartment units and about 6,000 square foot of vacant commercial space. Now we had to work with the city to get it rezoned because it had been vacant for so long, it had to be reverted to being zoned residential. So we spent over a year trying to get it rezoned so we could add commercial in there, but we filled up all 6,000 square foot including a restaurant and that took about two or three years to do.  So when I think about what I'm proud of I think I'm definitely proud of that.  James: Awesome. That there is hard work  because you're turning the zoning from residential to mixed use.  Brian: Yeah, mixed-use residential commercial, just dealing with parking, number of parking spots and green space and tree canopies. I mean, it was a massive undertaking.  James: Yeah. It's very interesting that kind of work. I did one that was borderline and we merged it with an apartment and we did so many things. It was a very unique value-add that we recently refinance.  Brian: What was it, a lot of work for you? James: It was a lot of work because you have to go through, you know, buying the deal - you had to buy two deals at the same time. One is the apartment and one is the land and then we have to go to the city to merge these two plots. Then you had to rezone it, then you had to - I mean replot it, rezone it And then after you do a tree survey, you have to do so many different surveys have to do to get that. It's not normal in a residential, you know, where you buy today and increase rent, reduce expense kind of deal. But it's very interesting and people got 80% of our money within 15 months, which is huge, just by doing this creatively.  Brian: That's fantastic. Yeah. Yeah, you talk about its zoning and tree, you know.  James: Yeah, zoning and tree and all those. Brian: So it's a whole new world and it definitely is costly and time-consuming because you have to have experts on your team. You got to bring experts like architects.  James: Yeah, we brought in architects, engineers.  Brian: Yeah, engineers who even understand what it is that the city is asking for because if you were trying to do that yourself, you just would be a mess. James: Yeah. I mean the good thing about what you said about what I'm proud of this kind of process and 99% of the syndicators don't have that kind of experience. Brian: Yeah. I didn't have that kind of experience but now I do.  James: Most of the time, you just buy buildings and, you know, look at increasing income and reducing expenses and after that, at some point you sell but you don't do different contracts buying land and doing kind of things. So another question for you, Brian, why do you do what you do?  Brian: I love it. I love what I do. I feel very entrepreneurial about it because I've been an employee up until about five or six years ago. Whatever it was I was doing, whatever job, I always embraced it and did the best I could. But what I love about being an entrepreneur, being a full-time real estate investor, now syndicator/asset manager is that it's all very self-motivated. I'm the one who decides what needs to happen, what I need to pay attention to on a day-by-day basis. I don't have a boss or anyone else telling me, 'Hey, Brian, go do this' when I'm like, 'no, I want to go do this instead.' I get to call the shots. So that's what I love about it. I get to call the shots, I get to take time off if I need to take time off and I get to kind of fill my day with activities that I want to be doing. James: Awesome. Hey Brian, you want to tell our listeners and audience how to get hold of you?  Brian: Sure, James. First of all, you can go to my website, which is higinvestor.com. That's HIG is Hamrick Investment Group. You can also listen to my podcast and James you've been a guest on there so you can definitely listen to me interview James. It's the Rental Property Owner and Real Estate Investor Podcast and it's sponsored by the RPOA, which we begin this conversation talking about. And if you want to get in touch with me, you can also email me Brian@higinvestor.com.   James: Awesome, Brian. Thanks for coming in and adding value to my listeners and audience and to myself as well in the kind of things from our discussion here. I think that's it. Thank you very much.  Brian: All right. Thanks, James. It's been a pleasure. It's a lot of fun. James: Lot of fun, thank you.  

更多英语知识，请关注微信公众号:VOA英语每日一听Fanny: Hey, Brian, what's the most popular sports in Canada?Brian: The most popular sport is definitely ice hockey.Fanny: Ice hockey! So do you play hockey by yourself?Brian: I don't actually. When I was a kid, I wanted to play ice hockey, and I was always like begging my dad and asking him but he always said 'NO'.Fanny: Why?Brian: I think the big reason is that... Well, he told me it was too expensive.Fanny: Is it?Brian: It's not cheap. You know, it costs quite a bit to get all the gear but the big reason I think is the practice was always very early in the morning.Fanny: Oh, I see.Brian: Like five a.m. is when the practice is, and I think he was too lazy to wake up and take me to the practice.Fanny: Oh, I see.Brian: He told me it was too expensive. Deep down I think he was.... he didn't want to drive me.Fanny: So are there many people playing hockey?Brian: There are. It's a great sport. It's very popular with many children, and maybe high schools and universities all have hockey teams.Fanny: Oh, nice. That means you're a lot of rich people in Canada, then.Brian: Or maybe they spend all of their money on hockey gear. Have you ever played hockey?Fanny: No, no, not really. It's not that popular in China.Brian: What kind of sports are more common in China?Fanny: People always play soccer...Brian: Ah, soccer.Fanny: And table tennis. Table tennis is very popular.Brian: You're country is very strong at table tennis I think.Fanny: We always get all the medals in the big, you know, big eventsBrian: Why is table tennis so popular now do you think?Fanny: I think the first reason is that everybody can play it because it's very easy to get the, you know, the... to get ready for the sports. It's not expensive.Brian: No, I guess you just need the ball and the paddle.Fanny: The paddle. The ball and the paddle. Yes, and a partner.Brian: Right. Right. So have you played it then?Fanny: Yeah, I'm quite good at it.Brian: Oh, really.Fanny: Because my mother plays very well and so I always played with my mom, so I got better now.Brian: OK. So she taught you how to play table tennis?Fanny: Actually she didn't teach me but we always played together.Brian: Right.Fanny: Practice makes perfect.Brian: So they sayFanny: Yeah.

更多英语知识，请关注微信公众号:VOA英语每日一听Fanny: Hey, Brian, what's the most popular sports in Canada?Brian: The most popular sport is definitely ice hockey.Fanny: Ice hockey! So do you play hockey by yourself?Brian: I don't actually. When I was a kid, I wanted to play ice hockey, and I was always like begging my dad and asking him but he always said 'NO'.Fanny: Why?Brian: I think the big reason is that... Well, he told me it was too expensive.Fanny: Is it?Brian: It's not cheap. You know, it costs quite a bit to get all the gear but the big reason I think is the practice was always very early in the morning.Fanny: Oh, I see.Brian: Like five a.m. is when the practice is, and I think he was too lazy to wake up and take me to the practice.Fanny: Oh, I see.Brian: He told me it was too expensive. Deep down I think he was.... he didn't want to drive me.Fanny: So are there many people playing hockey?Brian: There are. It's a great sport. It's very popular with many children, and maybe high schools and universities all have hockey teams.Fanny: Oh, nice. That means you're a lot of rich people in Canada, then.Brian: Or maybe they spend all of their money on hockey gear. Have you ever played hockey?Fanny: No, no, not really. It's not that popular in China.Brian: What kind of sports are more common in China?Fanny: People always play soccer...Brian: Ah, soccer.Fanny: And table tennis. Table tennis is very popular.Brian: You're country is very strong at table tennis I think.Fanny: We always get all the medals in the big, you know, big eventsBrian: Why is table tennis so popular now do you think?Fanny: I think the first reason is that everybody can play it because it's very easy to get the, you know, the... to get ready for the sports. It's not expensive.Brian: No, I guess you just need the ball and the paddle.Fanny: The paddle. The ball and the paddle. Yes, and a partner.Brian: Right. Right. So have you played it then?Fanny: Yeah, I'm quite good at it.Brian: Oh, really.Fanny: Because my mother plays very well and so I always played with my mom, so I got better now.Brian: OK. So she taught you how to play table tennis?Fanny: Actually she didn't teach me but we always played together.Brian: Right.Fanny: Practice makes perfect.Brian: So they sayFanny: Yeah.

更多英语知识，请关注微信公众号:VOA英语每日一听Fanny: Brian, my last question seems too serious.Brian: It was. It was a very academic kind of question.Fanny: Yeah.Brian: You're testing me,Fanny.Fanny: Sorry for that. I would also like to ask you some funny questions.Brian: OK, hit me.Fanny: Have you ever seen a polar bear?Brian: Have I seen a polar bear? Unfortunately, I have not.Fanny: No, really?Brian: I think you need to go really far to the north.Fanny: North. Yeah.Brian: Like, up around, like the North Pole maybe because I think the polar bears live like only on the ice, and this is like really far from any kind of like, you know, city or civilization, and I've never been up to like such a remote kind of place.Fanny: OK, I see.Brian: Unfortunately no polar bears. I've seen other bears, but no polar bears.Fanny: OK, me either.Brian: No polar bears in China?Fanny: I don't think so.Brian: No.Fanny: I don't think it's cold enough to have polar-bear there.Brian: How about Panda? I've heard there are some Pandas in China.Fanny: Yeah, I saw Panda for several times.Brian: In the wild or in a zoo?Fanny: In the zoo.Brian: Oh, OK.Fanny: And on TV. I just joking. I just saw some pandas by myself in the zoos, but I don't think they are the, you know, how do you say, because I think in the wild we can see the Pandas. We can see their activities more.Brian: Right.Fanny: How should I put that?Brian: It's more natural maybe.Fanny: Natural, yeah. It's very natural, but in the, you know, in the zoos the pandas are always sleeping. They're... or they're just eating something.Brian: Lazy animals.Fanny: No, the cannot do some, you know, outdoor activities.Brian: Right.Fanny: Poor pandas.Brian: It's a shame.Fanny: Yeah, it is.

更多英语知识，请关注微信公众号:VOA英语每日一听Fanny: Brian, my last question seems too serious.Brian: It was. It was a very academic kind of question.Fanny: Yeah.Brian: You're testing me,Fanny.Fanny: Sorry for that. I would also like to ask you some funny questions.Brian: OK, hit me.Fanny: Have you ever seen a polar bear?Brian: Have I seen a polar bear? Unfortunately, I have not.Fanny: No, really?Brian: I think you need to go really far to the north.Fanny: North. Yeah.Brian: Like, up around, like the North Pole maybe because I think the polar bears live like only on the ice, and this is like really far from any kind of like, you know, city or civilization, and I've never been up to like such a remote kind of place.Fanny: OK, I see.Brian: Unfortunately no polar bears. I've seen other bears, but no polar bears.Fanny: OK, me either.Brian: No polar bears in China?Fanny: I don't think so.Brian: No.Fanny: I don't think it's cold enough to have polar-bear there.Brian: How about Panda? I've heard there are some Pandas in China.Fanny: Yeah, I saw Panda for several times.Brian: In the wild or in a zoo?Fanny: In the zoo.Brian: Oh, OK.Fanny: And on TV. I just joking. I just saw some pandas by myself in the zoos, but I don't think they are the, you know, how do you say, because I think in the wild we can see the Pandas. We can see their activities more.Brian: Right.Fanny: How should I put that?Brian: It's more natural maybe.Fanny: Natural, yeah. It's very natural, but in the, you know, in the zoos the pandas are always sleeping. They're... or they're just eating something.Brian: Lazy animals.Fanny: No, the cannot do some, you know, outdoor activities.Brian: Right.Fanny: Poor pandas.Brian: It's a shame.Fanny: Yeah, it is.

In today's episode, we help Brian figure out if his business idea will make money online. FULL TRANSCRIPT Jocelyn: Hey y'all, on today's podcast we help Brian figure out if his business idea will make money online. Shane: Welcome to the Flipped Lifestyle Podcast where life always comes before work. We're your hosts, Shane and Jocelyn Sams. We're a real family that figured out how to make our entire living online. Now we help other families do the same. Are you ready to flip your life? All right, let's get started. Shane: What's going on everybody? Welcome back to the Flipped Lifestyle Podcast. It is great to be back with you again today. Super excited to talk to another member of the Flip Your Life community. You'll have to bear with us. Jocelyn and I are just getting back from a conference, and both of our voices are a little shot. We're still a little jet lagged, but that's not going to hold us back from helping today's Flip Your Life community member, Brian Kelley. Brian, we're tired, but welcome to the show. Brian: Thank you. Thank you for having me. I appreciate it. Shane: And Brian's on the road too. He's on the road too. Brian: I absolutely am, yup. Shane: He's in Chicago at a conference, so he might be a little tired too. We're going to go through this now. We're going to fight through it together. How's that? Brian: That sounds great. Jocelyn: We're excited to talk to you today, Brian. You are coming to our event, which is coming up very, very soon so that is super exciting. And I know that you have been taking a lot of action lately which is how you got on the show today, so congratulations for that. And we can't wait to hear a little bit more about it, but before we get there let's hear about you and your background. Brian: All right. I work in restaurants. I've been in the restaurant industry for about 25 years, and I actually love it. I love my job. I'm married with two kids, and the issue I tend to run into is that I'm concerned about our financial future. I like what I do, but both of our kids have special needs, and it requires extra planning for the future. I don't think that there's a way for me to get my family where we ultimately need to be at retirement with just our incomes. So I'm looking to supplement it with something online. Brian: And then the other reason that I've been pursuing it is just because I think it's a lot of fun. I've listened to your Podcast for a long time now, and I've actually been a member for a year. Everything that I learn that's new and sitting down and actually creating a website and stuff is really intriguing to me. I find it exciting, and I like it, so that's kind of why I chose this path. I'm just looking for any bit of success at this point. I think I've done a lot of the base level stuff. I'm up and rolling, and I'm just trying to get that first dollar made. Shane: Dude, I get it, man. I sat there for months and months waiting for any amount of money to flow into my pocket. And what's crazy is we ask our guests on the show, we look for people in the forums who are taking action, filling out success stories, helping other people, and you have just had this flurry of activity. You've been taking all the courses, talking in the forums, coming to the live event in September, and all of this stuff lately. And that's kind of how we were like, "Whoa, what is this guy doing? He is doing everything. We've got to get him on the show, we've got to help him because we really want to reward action takers in the community." What caused this flurry of activity. You said you've been in the community for a year now. What's happened lately or changed or how'd you [inaudible 00:03:42] to get moving forward in your business? Brian: It was two things. It was, one, probably first and foremost, a new idea for a website. And secondly was I just got really angry that I hadn't finished my last idea, that I hadn't succeeded with it. I got mad and determined because of that. So I just committed and said I was starting again and going to try to do it again. Shane: And are you looking to create a full time income right now or is it more like a side hustle like you love your job? Are you looking to create something on the side that's more like, "Hey, now I can make a lot more money and still do this job that I love, and then maybe someday I can use it to get some time freedom back?" What's the ultimate goal right now? Brian: The ultimate goal is to create a full online business. Shane: Right, right, right. Brian: [inaudible 00:04:39] I want now like I really meant it when I said I think this stuff is really fun, and I'm extremely dedicated to it. I don't have to have ... I'm not beating down the door to escape my job. I love it. I love the people I work with. It's not an urgent need, but there is that need. It has to happen over the next 10 to 20 years for sure. Shane: For sure, yeah. Recently I met this guy named Mark Mason. He has a Podcast called Late Night Internet Marketing, and his story reminds me of yours a lot. He was like, "I love my job. I've got a great job. It fulfills me. I love the people I work with. But I like other things too," is what he said. And he's like, "And of course, if anything ever happened I've got this other thing. It's sitting there waiting for me. I've got choices in my life." And that's what online business can do for you. It gives you choices, and it gives you exactly what you need in the moment. Some people may love their job and just want some extra money or some people may love their job, but they're not quite sure how it could handle a recession, so they want to have something in their back pocket to do that. And some people are like, "Man, I love my job right now, but I'm smart enough to look into the future and see I'm going to need something different later," right? Brian: Yes. Shane: All of us should be doing that. Even in our online business right now we do that a lot. We look into the future and be like, "What is our business going to look like 10 years from now? What does it need to look like based on our needs, our kids' needs, our future needs as we get older or whatever?" And we have to think about those things, and it's really cool that you're seeing the flexibility here of, "Hey, let's not get desperate. Let's not get crazy. Let's just build something cool and have fun with it, and it will be there for me if I need it and my kids need it. Brian: Yes. Jocelyn: All right. So you like your job now, but you want some options as far as making extra income, which I think is a great idea. I actually used to work in the restaurant industry too years ago. I don't know if you've ever listened to our Podcast where I talk about I used to work for a commercial dish machine manufacturer. Shane: She puts your dishwasher in the back room is what she did for them. Brian: Right. I heard you say that on the Podcast. I think about it every day when I walk by a dishwasher]. Jocelyn: Yeah. Shane: That's hilarious. You might be the only person that sees a dishwasher and thinks- Brian: I know people who sell this equipment. That's right. Jocelyn: So I actually didn't do a lot of end user work. It was mostly to manufacturers' representatives and that type of thing. But anyway, so yeah I know about the restaurant industry. I've been to many trade shows and all that kind of thing, so I know a lot about restaurant stuff. Anyway, I love that you are trying to branch out and do something different. Let's talk a little bit about that. What have you tried before, and what are you doing now? Brian: Okay. As far as what I've tried before there's probably a list of five or six, maybe more, things going back 10 years all the way starting with Etsy and just trying to make products for Etsy. I looked into doing drop ship stuff for a little while and decided that totally wasn't for me. Most recently when I joined the community I had an idea for online fishing tournaments. I thought it would be really fun to do online fishing tournaments. I have a lot of friends and family that are competitive at fishing, and I thought it was going to be a great idea. The issue I ran into was two-fold. One, it really wasn't ... What I had created wasn't conducive as it was, so the membership model and I really wanted to do that, and it required so much involvement that it just was never going to work with my schedule. I didn't have the time to execute the operation, so I kind of let it die, and I got discouraged because that was my favorite idea at the moment. Shane: What is an online fishing tournament? How would that even work? Would I fish at my house and you would fish at your house and we'd take pictures? Jocelyn: No, this is what I think of. Do you remember there used to be the Nintendo Wii that had those little controllers. There was a fishing tournament on there. Shane: Oh yeah, yeah, yeah. Jocelyn: That's what comes to my mind. Shane: Oh yeah, we would compete on ... What was ... Brian: Actually it was like real fishing, and it's modeled after the capture, photo, release style of fishing, which is what a lot of kayak fishermen do. So instead of wait it's on links, so I built an app and people could just take a photo of the fish they caught on a fish ruler and upload it. And basically it allowed people to compete wherever they were on the same species of fish. Shane: That's actually a really cool idea though. Brian: It is, but the problem is I had to be there to launch the tournaments, and I had to be there to judge the tournaments, so there were specific times where I would have to wake up at like ... Fishermen wake up at, like, four in the morning, right, to launch a tournament. And then I had to judge it, and then there were issues with faking species. Shane: Okay, yeah, yeah, yeah. Brian: There's some logistics that ... I still have that website. I have not thrown it away. I still have an e-mail list for it. There's a ton of interest in it. I just can't execute that right now. Shane: Interesting. We'll keep that one in your back pocket, okay? Jocelyn: I have never heard of an online fishing tournament. This is a first. Shane: My nephew comes over. We've got this lake behind our house. And he'll just sit here and catch fish for five hours. He's all by himself, but I could picture that being like what if he was virtually with other people fishing at the same time? Brian: And could win money for if he caught a big fish. It makes it a lot of fun. Shane: What a cool idea? That's an amazing idea. What else did you try? Brian: Oh gosh. We were doing ... I was trying to do something connected to restaurants so I modeled a website after some others I had seen that were basically just promoting websites kind of like an affiliate except it was locations and venues would pay a fee to be listed on the website, and the website would market to people that were traveling to the area, give them itineraries, lists to view, things like that. Shane: That sounds cool. What was the holdup there? It's too hard to get every restaurant in the world on it kind of deal or ... Brian: No, it was honestly ethically I didn't want to promote ... I work at a restaurant. I didn't want to promote my competition, and I didn't think that was the right thing to do. And it was honestly that started out as a way for me to gain a marketing strategy for my own restaurant briefly, and I just didn't feel okay doing that. And also there's a reason that ... I'm very experienced in the restaurant industry, but there's a reason that the things that I'm choosing to do are not related to the restaurant, and that is because I don't want burnout. Restaurant hours are long, so if I were to tackle more restaurant stuff after that I just feel like it's restaurant all the time, and that's just too much for me. I think I'd burn out because [inaudible 00:12:11] something new. Shane: For sure. A lot of people come into the community, and one of the things that you hear online a lot is, "Chase your passion and the money will follow." And there is a lot of truth to that, but like Jocelyn and I usually try to start with something you're more familiar with because it's actually a lot easier to create something and make money with something you're trained for or that you know. But if someone doesn't want to do that there's lots of other alternatives. You don't have to do that, and I totally get the burnout stuff. Shane: Even as much as I used to love football coaching, like I loved it. I ate it, I breathed it, I slept it. I was always on football coaching. But after you start a community for football coaches, you talk to coaches, you go to work and coach, you come home and coach, and you make playbooks, and you go study playbooks, then you use your playbook on Friday night I really felt the burnout. It didn't matter how much I loved or was passionate about coaching football, at the end of the day you've got to do something else, like you've got to do something else. I can totally get onboard with that. Shane: Tell us about your idea now and how did you switch to that, and when did you start it? Brian: All right. My ideal now is to educate people on credit card points, travel points and miles that you can accumulate spending on credit cards and how to cash them in for maximum value to book free trips and vacations. So my website now is learnthepoints.com, and there is a strategy in there which we teach people so they can earn eight to $10,000 worth of free travel in basically nine months. So that's my goal is to have people that are willing to pay for a monthly membership for even if it's a short term be educated on the best way to accumulate these points and to redeem them for the most value. Shane: And also, too, make sure you're paying off the credit card, staying out of debt? Brian: Yes, 100%. Shane: It's always free money, right? Brian: It's free money. Don't spend anything that you weren't normally going to spend and set up automatic payments, pay everything off every month. I came up with this idea. I got shocked, honestly, just recently. My wife and I do not have any debt. It took us a while to get there. We're very credit card averse. I had just never looked into credit card points before. I had heard people talk about miles and flying and all of that stuff, and I just assumed in my head that these were people that fly all the time, and that's how they do this or they're on these big corporate accounts, so that allows them to rack up all these points. And that's just something that's not for me, and I don't apply for credit cards, so when offers come by I don't look into that stuff. Brian: But what happened was we went through a dark time in December as a family, and when the end of the school year was rolling around and it was summertime was coming up, and we were like, "We need a vacation." All I had set aside for vacation for free money was, like, 500 bucks, which is not bad. We can have fun as a family on 500 bucks, no problem. But all of our other money goes to saving. It all goes to retirement accounts or education accounts or you name it. So we've never really taken a really awesome vacation. Brian: It was kind of out of desperation or just, "You know what? I'm going to look into this and see what it's about," that I discovered what the possibility was with credit card points. And then when I realized all these bonus sign up tricks and stuff I just got obsessed and started doing all this research and figured it out and based on that developed a strategy and a plan that's basically going to get us free vacations for the next three or four years for our family. I was like, "This is awesome. How did I not know about this for so long?" I was like, "Hey wait. This could totally be an online business. Other people need to know about this." So I just popped up a website real quick and then got enthused and jumped back into the trainings. Shane: Wow. Brian, what happened in December? Brian: Unfortunately in December we lost our daughter at birth. She died, and we were really excited. We have two boys that are young. They're four and five. Both of our boys have special needs. They're both autistic, and my oldest son has Down's syndrome. We were really excited not just to have a girl in the family but to have what would be most likely our first typically developing child as well. And it was just we were really excited about it, and there were complications during delivery, and she passed away. So it was a really sad time. There's a lot of grief and anger that comes with that, and it really ... My wife and I both went to counseling. We both got help through our church. We had spent probably three months was just like in shock and recovery. And then the next three months was kind of like just rebuilding your life a little bit and trying to return to normalcy. Brian: But after being through those last six months and dealing with that there's just this need for a break like from all of life almost in a way. We work hard. We have separate schedules. It's crazy at the house because the kids are crazy. So I could see it on my wife's face like we need a vacation. Shane: Like an actual remove from the world like- Brian: Like the community pool is not going to cut it this time. We've got to go. Jocelyn: Absolutely. Shane: How did you explain it to your kids? It would be hard enough explaining it to kids who are developing at normal rate. Was it tough? Brian: It was tough because we did a lot of practicing. We did a lot of therapy going up, so we had a doll that we carried for half a year before the due date where we were training the boys on, "Hey, this is Baby Sister, and this is how you hold Baby Sister." It took us three months before they stopped throwing the doll around. We were practicing and training and getting ready, and we had her room ready of course. We found our own special ways to talk about her with the boys and remember her. I feel like we're in a really healthy place thanks to the involvement of others in the communities that we're in mostly. It's always sad. It's just something that you're never going to forget. You don't move on from it so to speak, but you cope better and better every day. Shane: Yeah. I appreciate you sharing that. I know that's probably really hard to talk about. Jocelyn: That's just heartbreaking. I'm so sorry to hear that. Shane: It is. I'm having trouble even not crying right now, and I stammer over my words for a few minutes. I also want to just kind of highlight that you did recover, and you did move forward, and I love how you harnessed the negative thing to think about something positive like my family needs to more forward. We need to go on a vacation. That's not trivial. That's a thing that's going to help us to take the next step because we have to take the next step. Brian: Right. Shane: And then even to come up with an idea like we have a saying that we always say around our house and around our kids and others is like, "Successful people don't say I can't do that. Successful people say how can I do that?" So you didn't say, "Oh there's only $500 in the bank. I can't go on a vacation." You said, "No, this thing is important for our family. How can we make it happen?" And that's true for life. That's true for online business. That's true for anything like if you're going to be successful you've got to figure out how to do it. So regardless of whatever happens with this online business idea, dude, just the fact that you made that happen, and your family did the thing was totally worth going down that path. Brian: Yeah. Shane: That's a powerful story, man. There's an awesome story in the Bible, I believe it was David's son passed away. I don't want to butcher the Bible, but I'm just going off the cuff here. And he mourned, and then he immediately put on his cloak and got back to work. In the story people were like, "What are you doing?" And he's like, "I have to move forward. I've got other sons. I've got a kingdom I have to do," and I really felt that kind of story coming through when you were telling us that, man. I have no words about something like that, but I am very impressed and inspired by that story you just told me because if that ever were to happen to us I know, "Hey look, Brian got it, he stepped up, we can do this." So anybody else out there listening to this I hope you are really inspired by Brian's story too. Jocelyn: Okay. I am kind of curious, and I'm sure other people are too. So you got this credit card thing going. You started learning about it. And were you able to book something? Brian: We're actually we've racked up a ton of points, and we're saving them. We started kind of at the beginning of the summer, and my wife works for the school district. School's about to start, so we're just deciding what date we're going to book and where we want to go. Shane: That's amazing. Brian: We're kind of lined up and ready. We're all excited now. It's like one of those things where we were really anxious to go anywhere. We would've taken anything, you know what I mean, but now that we've got these points in the bank and we can pretty much go anywhere for free we're like, "Hold up, hold up, let's think about this. Let's pick a really good one." Shane: Right. We get a lot of points too. We're like you though. We're like we hate debt. Credit cards scare us. I pay out credit cards. Any credit card use that we have I pay it off every week, every Thursday. I don't mess around. Every Thursday I sit down. But we use two cards. We have a business card, and we have a personal card. And we put everything on it, like everything. And we pay it off once a week because man those points are like free flights here, free all-inclusive vacation in Cancun. You can just book hotels. Jocelyn: We travel a lot because our daughter's on a travel cheer team, and I got every room last year except for one for free. Shane: Yeah, and that's like nine cheerleading vacations. Nine weekends of the year we're on the road staying two or three nights. And it's just you show up, and you have a room for free. Brian: And what I think is crazy is that there are just so many people that were like me six months ago, had no idea that you could do this. Shane: I didn't know you could do it either because we were Dave Ramsey people too of course. We're like, "Get out of debt. Never use a credit card. Credit cards are evil." And I'm like, "But they're giving you free money. Wait a minute. Let me look at this for a minute." Now, you're not going to get rich off of it, but free money's free money. It doesn't matter how you look at it. Jocelyn: And disclaimer, we do not advocate going into debt to get credit card points. Shane: No, don't go into $10,000 in debt to get $5,000 in credit card points. That doesn't make sense. You're losing money there y'all. Tell us a little bit more about that. Brian: What I try to get people to understand, and I don't know if my message is really good. I'm still trying to perfect it to get it quick because there's a lot of pushback. People just don't know that you can do it. There are credit card fees on some of these cards, but essentially I had $500 in the bank. For $500 you can afford the credit card fees on eight different cards at one time. And if you were to do that you'd have somewhere between, depending on your spending, $8,000 and $12,000 worth of free travel. So it's not that it's- Shane: Right, you're spending 500 for 8,000 basically. Brian: Yeah. If you were going to spend 500 you have two options. You can either spend $500 on your vacation or you can spend $500 on the credit card fees and take a $10,000 vacation. Shane: Yeah, that's incredible. We actually know a guy that does something similar to this. He was a member of the Flip Your Life community. His name's Brad Barrett. Have you ever heard of Brad Barrett? Brian: I did. I started researching everybody. I found his ... He has a Facebook group and a training that he does. And it's awesome. Facebook group is an awesome community. He built something really great there, and his training is very to the point and succinct, and it's good info to. So I really liked looking at his stuff. Shane: Yeah. And he was an accountant, and he really did want out of his job. He just went all in. But he focused. He only went like ... It was to go to Disney. It was straight up to go to Disney. That's how he taught it. And we've met other people who do successfully do this. And I was just at a conference this weekend, and someone was telling me like, "You know, I feel like I've got to invent a brand new thing. I've got to go the blue ocean." You guys hear that blue ocean, red ocean stuff? Brian: Right. Shane: And I looked at him. I said, "No, that's not what you do." You don't have to bake a new pie. You don't have to invent a new recipe. You've got to look around and find a pie, and you just want a slice of that. So that's why we always really encourage people like if you see someone else doing something similar to you that's not bad. That's good. That means that they've figured out how to make money at it, and there's 4 billion people connected to the internet. I promise you they're not selling to all 4 billion people. You just need some of the other people that are interested in that space. It's like abundance mentality. There's more than enough customers out there. You don't have to invent the better mousetrap. You just need to find people that need a mousetrap and sell them one. You're on the right path, and there's definitely something to this. So what's holding you back right now? Is there a mindset issue or an obstacle from doing this? Brian: Okay, so I went back and I watched the Vetting Your Idea video. So I had jumped into this full force before watching that video. I wish I would've watched it first. Shane: Wait a minute. So you're saying you should do the Flip Your Life blueprint in order? Brian: Shane, I knew you were going to say that. I knew you were going to take this opportunity to tell people to follow the plan the right way. Shane: Right. People jump in all the time, and they're like, "I watched video 12, and it was awesome." And I'm like, "Did you watch one through 11 because they're important?" You've got to do it in order. The Vetting Your Idea course, you know what's funny about that course in particular. I laugh because I'm saying watch it in order. When we made the blueprint, when we created the blueprint that course didn't used to be in there. Yeah, because we were so caught up in helping people find their idea and get started. I kind of looked at it, and I was like, "I go through the process whenever we have a new business and I'm like is someone else doing this? How do I find out if it's making money online?" I have a process that I check things, and I realized we were ... Because a lot of times people get held back, and I didn't want to put too much information in front of someone like I just wanted you to get your idea and start because that's where the real magic is when you start. Shane: But then I thought, "Wow, there's really an easy way to tell if people are making money on this, and I just need to show that to them." So we put that course back in later. I actually made that course after the original blueprint was created so that people could properly vet that, yes, this is a real idea. People are definitely making money online, and I can check it empirically. I can go and say, "That is a 100% truth. This can make money online. I just have to do it." And that's kind of probably what you saw when you watched that with the idea course. Brian: Yeah 100%. So I started looking, and what I found a lot of regarding credit card points and miles there's a ton of people who are offering free courses, and they are using affiliate links for their credit card sign-ups. Shane: Yes 100%. Brian: That is what most, like 95% of what's out there is affiliates for the credit cards, which I don't think there's anything wrong with necessarily although I have started my website and really pushed that I am not an affiliate for the credit cards. Shane: Great differentiator. That makes you different. Brian: Yes. I've also noticed affiliates have different promotions and all that stuff, and sometimes teaching others isn't true. It's just not the best version of the information because they're promoting a specific credit card before another one, so I really wanted to focus on ... yeah. I really want to focus on what's going to be my users, my guests on my site, and what's going to get them the most bang for the buck the right way to do it. I'd rather not get involved with affiliates at all. I'd rather just tell them the truth like if you want to get the most money this is how you get the most money. Shane: So one sticking point is like you're kind of ... You said a lot of other people have went down the road because if I can get you to sign up for the credit card I might get a $100 fee. The bad part about that strategy is you're really relying on a lot of traffic. You've got to have a lot of traffic coming in to make that work because you're not getting any recurring off these credit card points that you get people to sign up for. It's just you get 100 bucks, you move on. You know what I mean? So you almost have to get them to sign up for five at once just to make a good chunk of change out of the beginning. Are you concerned that nobody will pay for it because the other ... Brian: Right. I was concerned that nobody would do a membership for the information. There is a lot of free information out there. It's just that my information's better than the free information that's out there, but I need to be able to convince people that it's worth whatever I'm charging right now I set it up to charge $25 a month. Shane: Right. Brian: I did find at least one site that is doing a membership model, and that gave me hope, but it was hard to find. Shane: To be fair the internet's a big place. You know what I mean? So there's probably other people out there doing it to. If you found one there's probably more. Brian: Yeah, I would think so. There is another aspect to it. Some people are also doing one-on-one coaching and booking trips for people using their credit card points to get the most value for it. So those are some one-offs that I found. But my biggest concern is that looking for validation that approaching this from the membership model setting up a $25 a month membership to educate people and provide them with free tools and resources is something that somebody will pay for, that it'll work. Shane: I would say they would if you position it correctly, right? Because there's an old saying in copywriting where if you can give people free money they'll buy your product. And this is a free money product. It is. It's like if you get the cards you will get free money. You will get the points. So if you can say, "Hey look, I ..." Telling your story is the most critical part of your marketing because you literally did this. You're like, "Look, I have no debt. I have these cards. I've got three vacations, enough money for three vacations over the next three years. I have $8,000 in credit card points. I spent $500 to do it. I made $7,500." This is true. These are all facts. You can check it. It's 100% real, and it happens when you do it this way. So like that's free money. It really is. It sounds so scammy but it's not. It's free money. It really is free money. Brian: It is, yes. Shane: And you've actually done this. Your story is where you have to start with your marketing to convince people that that's going to happen. Jocelyn: I almost feel like this is one of those situations where it's a side-by-side. And what I mean by that is that you have a course on one side, and you list all the benefits of just doing the DIY course. And then on the other side you have your monthly payment, which is the same price as your course, but it just recurs. And you position that as this is the courses plus support from me as you go through this. Shane: Yeah. So it is kind of two products. The content is isolated, but then there's a way to interact with you like I'm going to help you make purchasing decisions, and I'm going to help you. I'm going to walk with you as you spend the money. We're going to have a ... A buddy of mine does a membership, so listen to what this is. He does this membership where basically it's a writing hour. So twice a week he shows up, he does a quick writing tip, and then basically he has, like, 300 members and they all just show up to write together. That's what they do, but it's accountability. It's to ask a question. It's to just hang out really. There's no relieving content involved in the membership, but people love it because they've got somewhere to go in the moment to either get accountability or ask a question. Shane: So it's like you could have a weekly pay off your credit card party. Hey guys, last week we got our groceries. Hey Jim, what'd you do? Oh man, I bought a subscription to Netflix. Okay, let's pay that off. You could keep people out of debt parties. It's not like you're really even answering questions. It's just you show up, and everybody's accountable to stay out of debt while they're accumulating their points. And then they can ask questions to you like, "Well, I found this other card. Is this a good card Brian?" Yeah it is. That's a good card. You should do this. You should do that. Don't worry. You can trust my advice because I'm not an affiliate for that card. Brian: Exactly. Shane: But you can throw stones at the other people like, "Hey guys, all these other people they're recommending cards that give them the best affiliate payout. Not me. Brian you can trust because I'm here for you." I love the idea that the course is separate or they can work with you for real, work with you. And your whole story then becomes so important because now they trust you to join your membership community. So you're not selling them content anymore. You're not selling them the path anymore. You're really just selling you. You know what I mean? And your experience, your coaching, and your leadership. Brian: If I switch this over and change it so I've got this side-by-side thing going on on the website would you market or promote the course, and then when they get to the landing page they would see the course or the membership option then? Shane: I'm going to give everybody that's listening a tip right now. Nobody cares what's in your course. Nobody cares about the course. All they care about is your story. The only thing I would be telling yours like you need to go on this vacation, and you need to have some pictures of it, and you need to be able to talk about it, and you need to be able to blog about it. And everything happens going forward is I had this horrible experience. I knew my family needed vacation. I found a way. We did it. And now I'm bringing the torch back from Mt. Olympus. This is a heroes journey story if there ever has been one. Jocelyn: I agree. And I don't think that the course material is unimportant per se. Shane: Right. It's not unimportant. It's just not the most important. Jocelyn: But I do feel that the most important things are being able to relate to you, can you solve their problem, and then the course material is way on down the list. Shane: Yeah, yeah, yeah. It's like the second thing. Jocelyn: And I think people get this backwards. People always want to do their sales page look at all these wonderful things that I have in my course or program. And they want to give you the 10-minute rundown of every nut and bolt in their program. People don't care about that. People care about can you solve my problem and do I like you? Shane: What most people remember at any event, like let's say you go to a rock concert, when musicians create their set they really focus on the first song and the last song because that's what you're going to remember. It's like a movie. You remember how a movie started. A lot of stuff happens in the beginning, and we all remember the end. You know what I'm saying? Jocelyn: Right. Shane: It's like Avengers. There's like 18 movies over like 20 years, and pretty much it all boiled down to at the beginning Thanos wanted some rocks, and at the end Iron Man fights him. That's what we all remember in between, right? So that's kind of what you're doing here. It's like, "This is my story. This is real. You can trust that it's real because all these other people are only recommending things that pay them good. I'm not because I'm not an affiliate for any of these people. I'm telling you the truth, and inside my community I'm going to help you do it. Shane: So you can have a general list of things like categorical these are the results you'll get inside. Know the first thing you'll buy. Know the first card to get. Know the order that they're going to get. You're more telling the results, but you're not telling the exact courses and all that stuff. There's no reason to. No one cares. But when they get inside we get into detail. Jocelyn: Okay. Shane: First course, blueprint one, second course, blueprint two, third course, blueprint three. That's when you get really into it. Don't try to sell the content. Like you said the content's free. I hate to tell everybody this. All content's free. Every piece of content that has ever existed inside of any course is somewhere free on the internet. Now, can you find it? Is it hard to find? That's where curation and courses come into play. But it's all free. You've just got to figure out how to make your free stuff look better, and your story is the best way to do that. Brian: Okay, great. Jocelyn: Okay, Brian. I think that we have some good ideas about moving forward as far as your product goes. What else do you need help with right now? Brian: I think I'm up to close to 400 people on my e-mail list. That's mainly coming through Facebook and Facebook ads with my lead magnet. However, I have not converted anybody on my e-mail list into purchasing as of yet. Shane: How often do you e-mail your list? Let me ask you a couple questions here. It's a big list. You should've converted something, so let's figure this out. Brian: Yeah. I have an auto responder set up for the first eight e-mails that follow very closely the e-mails in the blueprint. So those go out, and I follow the same timeline, so it's like a couple immediately and then about a week later and then a couple days later. And then there's one at the end two weeks out that's like, "Hey, I'm not going to send you anymore. You'll just continue to get vacation updates from me basically." And I send out whenever I have time to design a new vacation that somebody can take for free I just e-mail that to my whole list. Shane: So basically your e-mail ... So only your auto responder is what's tried to sell this so far. You've only [crosstalk 00:40:30]. Brian: That's true. That's correct, only my auto responder, yeah. Shane: Okay. What if you sent them a message that said, "Hey, I'm doing a live training this week, and I'm going to show you how to get $8,000 for free?" Brian: I haven't done that yet. Shane: Okay. You've got to add more layers to it. The auto responder is just for picking low hanging fruit, the lowest of the fruit. Actually it's like walking under an apple tree, and the apple has already fell off, and you bend down and pick it up. That's where automation comes in. You're never going to convert more than a single digit percentage off of your e-mail list, right? You have to add live Webinars. You have to add weekly Podcasts or blog posts or something. Shane: I'm also looking at your site here, and it definitely needs a facelift. It's just too plain, and it's also too ... It looks too pie and the sky. For example, let's take you. I'm going to describe your website as I go through here. One, at the top you've got all these credit cards. That's cool. Then it says, "Become a member." You know what I'm saying? It's just like okay that's cool. Then it's like a picture of four probably 18-year-old girls running down a beach. That's not Brian. Brian was a dad who had just lost his daughter and went through a dark time. And the rest of his family needed him to step up and help them climb out of the darkness, right? Brian: Right. Shane: So Brian, with his two children and his wife went forward together. I need to see a family here. That's what I need to see. I don't need to see this. Shane: Then the next one is a guy with like a mini Afro and a surf board. He's like, "Whoa, dude, I'm a cool 18-year-old dude on a beach in Thailand making six bucks a day or whatever." That's not Brian, man, I really came home from work at the restaurant and I was tired, and I knew we needed a vacation. So you're not talking to the other guys out there that are like, "Yo, I'm tired. My family really needs me to step up and figure out a way. I've not been able to afford a vacation in three years. What can I do to help my family get a little break?" You know what I'm saying? Brian: Right. Shane: It's just not resonating. The people who are on your list are just not resonating with what they're seeing and hearing in your marketing. Brian: Ah, that makes sense, okay. Shane: Yeah, yeah, yeah. Your story is not being told, and that's why nobody's buying anything from you. We tell some pretty deep stories, and we wrestled with how much of our personal life we always want to share on the Flipped Lifestyle Podcast or when we speak on stage. And 99% of the time it's be an open book because our stories are what really help someone else. And we told our stories this week. We were at FlynnCon, and we spoke with Pat Flynn on stage, and we told the story of Isaac being mistreated in a daycare center. That's a really hard story to tell when you find out someone was literally locking your child into a bathroom to punish them for potty training accidents at three years old it's horrifying to even say that out loud. But that story always makes people realize how important their kids are, how important their time is. They want to get their kids out of daycare centers and home with them. Shane: I have to tell that story because if I don't then I can't relate to someone enough to make them change their life. So your story has to take over this page. Your family has to take over this page. And you have to say to somebody, "If we did it you can do it too," and that'll resonate more as well. And then showing up live not just in their inbox is going to give you a better chance to convert those. Shane: If you could get 50 of those people to come to a Webinar, and you told us your story like the way we even talked about it off air today before the Podcast started people are going to resonate with that because they're going to look at their kids, and they're going to look at their family, and they're going to realize this guy's for real. If he wasn't for real he'd be signing up for all the affiliate things just trying to get my affiliate check, right? But he's telling me the truth, and I need to listen to this guy, and he can help me. Where do I sign up? So if you could just plant some storytelling overtop of all of this, and then do the work. And I know you're going to do the work because you're an action taker, you could turn this thing around. 400 people, man, you've got members. We just have to get the message right to do it. Shane: I'd love to see your e-mails too. We don't have time to go over every e-mail in your auto responder today, but your e-mails should be telling the story. It shouldn't just be here's all the benefits. It's like in 2018 December this happened. It moves into why you went down the path to the credit cards, and that creates trust, and it shows them like, "Hey, this guy figured it out. I can figure it out. Let's do this." Brian: Okay. Yes. Jocelyn: All right Brian, it has been great talking to you today, and I can't wait to see what you do next. Before we go we always ask our guests what is one thing that you plan to take action on based on what we talked about today? Brian: I am going to ... Since I am out of town right now I am going to set up the side-by-side course versus the membership on the website and just get that done quickly. And then when I get back home I'm going to start taking some pictures with my family and redoing my story on the website. Shane: Love it. I love that you're like, "I'm going to take some pictures with my family. We're putting them on there." That's good. And I want to see the website, so make sure you send it to me in the forums or hit me up, and I want to see the link when you redo it because it'll be awesome. Brian: Will do. Shane: Hey Brian, before we go let me ask you a question. What made you come to Flip Your Life Live? Flip Your Life Live happens in Lexington, Kentucky on September 19 through the 21st of 2019. It's our big Flip Your Life Flipped Lifestyle Podcast family reunion where all of our listeners, fans, followers, and members can come together in one place to hang out together, eat together, work together, and really get inspired to do big things for our families. I always love to hear people's stories. Why did you come to Flip Your Life Live? What made you look at it and go, "I got to go. I just got to go to Flip Your Life Live?" Brian: I wanted to dive all in. I didn't want to leave anything on the table. Really I am not afraid of failure. I am really afraid of not trying, not giving it my all. And I just felt like, "Hey, this is something I haven't done, and I can't say that I gave it all I could if I didn't go." Shane: I love that, man. No regrets, right. I'd rather have a life full of failures than a life full of regrets at the end of it. Brian: Also I'm not paying for the flight, so that helps. Shane: Shameless plug for the credit card points. I love it. That's amazing. Jocelyn: Love it. That is awesome. Shane: Listen. If you would like to join us and Brian in Lexington, Kentucky at Flip Your Life Live this year go to flippedlifestyle.com. That's F-L-I-P-P-E-D lifestyle.com/live. We have a few tickets left, but they are almost sold out, and this will be the last big conference Flip Your Life Live that we do for a while. We are not doing the event in 2020, so you can't go all in next year. You might as well go all in with us and Brian this year at Flip Your Life Live. Jocelyn: And who knows, maybe if you join Brian's membership maybe he can get you a free flight too. Shane: That's right. Maybe you can fly there too. Go to flippedlifestyle.com/live. We'd love to see you at our live event. All right guys, that is all the time we have for this week. Thank you so much for listening to the Flipped Lifestyle Podcast today. We would love to see you inside of our community as well. Who knows, you may end up right here on the Podcast just like Brian did. So if you'd like to take action today go to flippedlifestyle.com/flipyourlife and you can check out all of our membership options. Shane: Before we go today we like to close every show with a verse from the Bible. Today's Bible verse comes from 1 Thessalonians 5:16-19. The Bible says, "Be joyful always. Pray continually. Give thanks in all circumstances. This is the will of God for your life." Shane: Until next time, guys, get out there, take action. Do whatever it takes to flip your life. We'll see you then. Jocelyn: Bye. Links and resources mentioned on today's show: Brian's Website Flip Your Life LIVE 2019 Tickets & Registration Information Flip Your Life community PROLIFIC Monthly Enjoy the podcast; we hope it inspires you to explore what's possible for your family! Join the Flip Your Life Community NOW for as little as $19 per month! https://flippedlifestyle.com/flipyourlife

Innovation. We love to talk about it, everyone wants it. Innovation is critical for people and organizations to grow. But we all mean different things when we say it. Today I have a conversation about how innovation is a conversation with Brian Ardinger. He's the director of Innovation at Nenet (which owns my student debt! Hi Nelnet!) and the host of InsideOutside.io, a community for innovators and entrepreneurs that produces a great podcast and a conference that brings together startup and enterprise organizations to talk innovation. There are three key conversations worth designing that we discuss and I want you to have your ears perked up for each as you listen to this episode. Each conversation can help you navigate the innovation process inside or outside your organization.  These three are the pre-conversation, the conversation about where to look for innovation and the conversation about patience. Brian specializes in a unique perspective on where to look for innovation. More on that in a moment. The Pre-Innovation Conversation Before you even start to talk about ideas or technology, it's essential to start with the end in mind. What kind of innovation is the company really looking for? Skip the pre-conversation and you have no idea of where you're heading. As Brian points out “without having that definition, then it's sometimes hard to know if you're playing the right game to begin with...the process itself of level setting... I don't think it takes a long time.” Brian and I didn't dive into tools to help with that conversation, so I put a few into the show notes. Mapping the innovation conversation can be done in lots of ways. One is thinking about evolutionary vs revolutionary change, another is about tangible vs intangible change, like rethinking policies or business models vs remaking product or space design.  I *just* did a webinar on this topic with my partner in the Innovation Leadership Accelerator, Jay Melone, hosted by the amazing people at Mural. Templates of the two innovation leadership frameworks we outlined are there in Mural for you to download and use, along with the webinar video to help you along. Also check out Mapping Innovation, by Greg Satell. You can download his playbook free in the show notes.  Where to look for innovation Brian's Inside/outside perspective is that innovation can be a conversation between the inside of a company and the outside world. Some innovation will happen internally, and some innovation can be brought from the outside in: the exchange and acquisition of ideas and technology from outside your organization is an important conversation for enterprise organizations to be having. When you're trying to innovate, it can be tempting to look in familiar places. If you're a financial technology firm, it can be tempting to look to fintech startups for what's next and to try to innovate through acquisition. But you'll also be looking were your competitors will be looking. Try an innovation approach based on Horizontal Evolution - look to the sides and edges of the landscape. Brian describes this approach as “playing a different ball game”.  The conversation about patience Innovation does not happen overnight. Real change takes time and that takes real patience. Brian also points out that organizations need to be having a bigger conversation, about what else needs to change to make real innovation flourish inside the organization. Hint: it's generally more than you bargained for.  As he says “Corporations are doing exactly what they should be doing...They figured out a business model that works and they're executing and optimizing that particular business model...And to radically change that, the people, the resources, the compensation, all of that stuff has to kind of morph or change to play in a different environment. And so I think that's where the challenge really begins.” Often people think innovation is about the idea, but it's a much, much longer conversation. That is, in fact, the first “Myth of Innovation” from Scott Berkun's excellent book: The Myth that innovation is about an epiphany, not hard work. It was a real treat to have a conversation with Brian about some of these key issues...I hope you enjoy the episode and happy innovating! Brian on the Web: https://insideoutside.io/ https://twitter.com/ardinger https://www.nxxt.co/ Innovation Leadership Models from the Mural Webinar https://blog.mural.co/innovation-leadership Mapping Innovation by Greg Satell https://www.amazon.com/Mapping-Innovation-Playbook-Navigating-Disruptive/dp/1259862259 Download the Playbook for Free: https://www.gregsatell.com/wp-content/uploads/2018/04/Mapping-Innovation-Playbook.pdf Horizontal Evolution https://evolutionnews.org/2015/08/horizontal_gene/ An amazing summary from Scott Berkun about his solid book, Myths of Innovation: https://scottberkun.com/2013/ten-myths-of-innnovation/ A few more gems from Greg Satell on the Rules and questions central to innovation: https://medium.com/@digitaltonto/on-december-9th-1968-a-research-project-funded-by-the-us-department-of-defense-launched-a-ee063b7585f0 https://hbr.org/2013/02/before-you-innovate-ask-the-ri Transcription: Daniel: Welcome to the conversation factory. Brian, I'm glad we made the time to make this happen. Um, the reason I'm excited to talk to you is, is that not everybody is, is open or interested in the, the analogy that a company has to have a conversation with the outside world that they can't just, you know, put up some walls and just figure everything out inside those four walls that they have to go outside and have a dialogue with the world in lots of different ways. And the way you do that is, is through helping companies think about inside innovation versus outside innovation, which is my way of like teeing up the how you, how do you talk about what you do with people when you, when you meet people, like how do you contextualize what it is that you do? Brian: Well, I think a lot of things, uh, Daniel around this particular topic, it's this whole inside/ outside innovation. It's kind of come to us over the years of working first on the outside with startups and trying to understand how do they develop new ideas and, and build things. And then, uh, you know, as I was having conversations with startups and helping them navigate that, I kept having conversations with corporations and bigger companies saying, you know, how are you doing this? How are you taking these early stage companies and through an accelerator program and that, and, and kind of getting them traction in that faster than we can do in our own walls. And so that started to have conversations with the corporations and the people inside organizations and saying, hey, how can we interact with the outside world and, and think and move and act more like a startup or, uh, become a little bit more adaptive in how we do that. So I think it was an evolution of just having conversations and figuring out what's working, what's not working in this world of change and disruption that we're living in. Daniel: Yeah. So like there's two layers here, which I think are interesting to unpack. I've learned this new term, the idea of an accelerated work environment and this idea of like, let's speed up the conversation about innovation and let's not just put our feet up and look into space and hope a great idea comes to us. Like, let's structure it and let's do it faster. And so can you talk a little bit about like how you structure an accelerator? Like what does it mean to accelerate people through the innovation process from your approach? Brian: Yeah, so I think a lot of it, like when I go in and talk to bigger companies, first thing I like to do is kind of do a level set of what does innovation even mean to the people in the room. Uh, because innovation has become such a word that's, you know, so limp, so to speak. It can mean anything to anybody. Uh, and so kind of understanding that level set of what does innovation mean to the company? How do they define it? Um, is it transformational innovation where it's, you know, we've got to become the next Uber and disrupt our industry? Or is it a innovation from the standpoint of value creation where we're looking at ways to optimize and incrementally improve what we're building? And so from that perspective, you know, it's, once you have that level set, then you can start thinking about, well, how, what are the particular tactics that you can work through depending on what kind of objectives you want to have and, and what you're trying to accomplish. Brian: So I think that's the first place we start. And then how we do that. Um, again, I think a lot of is trying to help them understand that you've got to place a lot of bets on innovation and innovation is not, um, you know, it's by default working in the new, it's working in this area of gray and this area of uncertainty, Daniel: which means there's got to be failure, right? Like there's going to have to be failure. Brian: Yeah. So, yeah, this uncertainty by default, requires you to figure out and make assumptions and, work through this... Areas of the unknown. And that's very difficult for, a lot of folks to work through. You know, especially at companies and people who are used to having a plan or having an execution model that, that they just execute on. Corporations are doing exactly what they should be doing...They figured out a business model that works and they're executing and optimizing that particular business model… Brian: And to radically change that, the people, the resources, the compensation, all of that stuff has to kind of morph or change to play in a different environment. And so I think that's where the challenge really begins. Daniel: So...I'm comfortable with taking this seemingly simple question of like, we want to innovate more and turning it into this, really stretching it out into a much more complicated conversation. Like I'm wondering if people you deal with ever get frustrated with, (you): "well, Brian, you're just making this complicated. Like, we just want to innovate. Just teach us how to innovate. Let's get started." Versus like, let's talk about your strategic goals. Like I can see how some people might get a little impatient with the, with the bigger picture, with the strategic thinking approach. Brian: Sure. Yeah. And I think, and I think it doesn't have to take a long time on to go through that particular process, but I think if you don't start off on that common definition, then you run the risk later on. And you know, why are we doing this? Why is it not working? You know, we said that, uh, you know, we need to have x, Y, z outcome and these brand new bets that you're putting on the table are not getting us an outcome that we want. Um, but you know, without having that definition, then it's sometimes hard to know if you're playing the right game to begin with. So I think, so the, the process itself of level setting I don't think takes a long time to, to make that happen. And I think, but I do think in general, to change a culture or to move the company towards having that innovation mindset set or innovation as a competency to so to speak, does take a long time. Um, but you can do that through a variety of tactics and in ways that doesn't, um, change, change it all overnight. You know, it doesn't have to be something where, um, you know, you're basically creating something brand new and, and throwing out everything that you've done in the past and, and hoping that the new thing works. Uh, it's really a series of iterative bets that you kind of de-risked these new ideas as you're, as you're approaching them into the world and seeing what happens. Daniel: Yeah. Now, now here's the, the piece that I think that, that we were talking about that's interesting is that companies can innovate through outside acquisitions or through outside collaborations, like through working with startups. And maybe that makes it seem "like, wow, that's neat, there is an easier way to do this". we don't have to do it all ourselves. We can, we can turn outwards and see, uh, not just learn from other people, but actually like bring that outside innovation inside. Like, and that seems to me like, uh, a complicated process to navigate. Like how do you facilitate, how do you facilitate that conversation and make it smooth for people? Brian: Yeah. So I think, at least for a lot of folks, you know, the idea of looking outside is not become, it's not a novel concept anymore. You know, maybe five or six years ago it was like, oh, what's one of these things called startups out there? And you know, we're, we're seeing more and more hearing more and more about it. So it's, it's not a novel concept that, hey, the ability for two women in the garage or in a dorm room to spin up something and get some traction and create something of huge value in the world...that's, that's there and that's not going away. And that's speeding up. And so I think, uh, that, uh, first part of the conversation happening, having people understand that, people have the power and tools and capabilities and access to markets and cheap technology, et Cetera, to really disrupt things is there. Brian: So if we understand that, then what can we do to kind of help navigate that? And, and I think the first thing is just, you know, raise your hand and say, Hey, there are things going on outside. Let's, uh, let's take an inventory or a map on discover what's going on...and one of the, pitfalls I see a lot of companies jump into is let's look in our industry. You know, what's happening in our industry. And that's great, and that you should do that of course. But, um, that's also probably where 99% of your competitors are also playing in that same field. And so I find a lot of times it helps to look at adjacent industries or industries far and away, uh, different from your own to see what's going on, and look for clues or models or technologies or, or talent that may give you a different advantage, if you put those pieces together differently than playing, in the same ball game as your competitors are playing. So, you know, I, I see a lot of people going to these conferences and looking for startups in the fintech space and all you have are corporations in the Fintech area looking at Fintech startups where a lot of times I think, it's better to maybe go to a more of a horizontal conference and looking at AI or uh, you know, different types of data conferences and that would give you a different perspective on how those technologies could be used in your industry or in somebody else's, industry, for example. Daniel: Do you have a story like, cause it's funny as you're telling me the story, like I'm realizing this is, this is the classic innovators trick, right? Which is, yeah, it's, and it's a classic trick from nature, right? Which is, people don't realize that evolution isn't just, um, vertical where you adapt and survive. But there's horizontal transfer of, of genes in nature. Like literally the reason we have mitochondria is because we ate them, you know, a billion years ago. And all of the energy in our bodies is made by an alien organism that has its own DNA, which I find a very, it's always just like an extraordinary fact. Um, but you know, and I've been telling my clients this for a long time too. Like what do you, do you have, uh, a story to share of a surprising transfer of, of innovation from industry to industry in case there's any doubters in the world. Brian: Yeah, it's, let, I'm trying to think of one off the top of my head, but I know I've seen it on the reverse side. For example, we've seen, because I run a conference called inside, outside/innovation. And, one of the things we do is we, uh, go out and find startups in a variety of different markets, bring them to a showcase and then bring corporations around to kind of see what they're building and why and hopefully make some connections for that. And where I've seen it happen is a lot of times where, a startup will be working in a particular vertical market, early stage, uh, and they think they've got a solution in, you know, retail or whatever, and a corporation conversation will come around and they'll say, hey, I love your technology, but you're looking in the retail space. Did you know that you could apply this to insurance? Brian: And the light bulb will kind of go off in the entrepreneur's mind. It's like, oh, this is an opportunity for me to potentially go into a different market or get traction with an early customer that I didn't have before. And so I need to happen that way. Um, and I'm sure the reverse could happen as well where a corporation, uh, is, you know, looking at a variety of startups out there and say, hey, that startup's, not in our industry, but we could definitely apply that technology to what we're doing and leverage it in some way. Daniel: So that actually sparks, I mean, I definitely, I want to make sure we talk about the conference before we, before we leave, but in a way, like you said, this thing that was really interesting about startups, you know, they're, they're trying to, uh, you know, iterate and build their own, um, you know, their own growth engine. Right? Um, I would imagine that some of them are not necessarily open to this idea of like, well look, we're, we've got our roadmap and we're trying to build our own flywheel and move it, get that moving. This, they may not be open to this, this pivot or this expansion. Uh, there's like, oh, you know, well, we're just focusing on market X and like, do you want me to also like expand our, our code base so that we can also take advantage of, of why and collaborate with these guys. Like I how do you sort of, I know you've done a lot of work on building community through, through the conference. Like how do you find startups are expanding their perspectives to being open to this collaborative conversation versus like, nope, we're just doing our thing. Brian: Yeah. And I think a lot of it depends on where the startup is in their lifecycle. A lot of the folks that we bring in are probably seed stage and so they, they haven't figured out their business model. They haven't figured out the exact markets sometimes. Uh, and they're looking for that early traction. And you know, one of the reasons we hold this in the Midwest is because, you know, venture capital and the traditional ways of kind of scaling a business in Silicon Valley don't exist out here. And so you've got to find customers. You've got to find ways to, um, to, to get that early traction. And a lot of that means, you know, getting out and finding those early customers. And so having conversations with customers, uh, real people out there and trying to define what problems are out there in the marketplace and then create a solution, uh, to meet those problems and then meet the market where it's at, I think is more effective way a lot of times in the Midwest here or in places outside of your core tech hubs that don't have the, the against the, um, the advantage of getting a venture capital and being able to have a year or two young, two year runway to figure out, uh, how, where that market is. Brian: So I think, I think so part of that is that, um, I think when I'm talking to start ups, you know, I put my "accelerate" hat on and working as a person who is helping startups through that process, a lot of times I'll quite frankly tell them to stay away from corporates until they, until they figured out some of that stuff. Cause it's very easy to go down the rabbit hole of um, hey, if we just get this one big customer on our plate, we'll be good to go. But a lot of times you know that the timing of the two types of organizations don't match up and it can very, very easily kill start up really pretty quickly. Daniel: Yeah. And it can kill them in that what they're, they're focusing, they'd lose their focus or their, they spread themselves too thin. You know, so like what, what sort of, I think beautiful about what you do is that there's this symmetry in a way you have a community driven approach to innovation through the conference you do building community, but building community so that you have a group of startups who are interested in this type of thinking so that companies can have an innovation community. So they're not just going it alone, that they have a view to what's, what's open in the world for them. I mean, I guess my question is like, have you always been so community driven? Like how did you come to value community as an approach, as in a solution to, to these challenges that you're seeing? Brian: So, I mean, I guess I've always felt community is, is a way to accelerate your learning. Uh, and I think early stage ideas, no matter what they are, whether they're inside a startup or inside a corporation, the key to a lot of those taking place in actually taking hold is that the speed of learning. How fast can you, um, take your assumptions and navigate those and understand where you're on the right track or not, and, um, get to that next stage that you need to get to. So, um, community's always been away from me, uh, personally and otherwise to help accelerate those learnings, whether it's, you know, again, connecting somebody to somebody else who can, uh, an expert in a different field or, um, someone who can help me navigate to something else that I didn't know I needed. Um, and so I think it started from that perspective and it started because, uh, you know, quite frankly, when I started a lot of this stuff seven, eight years ago, uh, the, you know, entrepreneurship and startups were, were smaller, uh, both, you know, nationally as well as in our own backyard. Brian: And so part of it was like, well, if we're going to do this, we're going to, we can't do it all are ourselves. So how do we create a community that allows startups to raise their hand and first say, Hey, I want to be entrepreneurial. I want to try some things. I want to build something. In my backyard. Yeah. And then what do I need and what am I missing and how do I then can be that catalyst to help, um, folks figure that out. Uh, and so it was an evolution of just having conversations, going to different cities, uh, meeting different people, starting a podcast, you know, telling stories, um, you know, starting a new newsletter and then, uh, eventually a conference and everything else around it. Um, and then all the while, you know, consulting and helping companies kind of figure it out on both sides. Brian: And, um, it's been fun. It's been fun to see that journey and continue to figure out what the, what the next phase is as we build it out. Daniel: Yeah. Well, I mean, I guess I'd begs the question, what is, what's the next phase? Can you talk about it? Is it Secret? Brian: Yeah, no! Um, so yeah, so inside, outside innovation, you know, we started four years ago actually with the podcast and the original idea was it was called inside, outside, and it was an inside look at startups outside the valley with the idea that their stories, outside the tech hubs that need to be told and how can we help our entrepreneurs, uh, figure that stuff out. And so that's where it started. And again, it'll happen with further conversations as, as we built that particular audience and had conversations around those particular topics, we kept getting asked by innovators in bigger companies, you know, it's like, how are we doing this? Brian: How, how's this working? We want to be connected to startups. We want to understand this new way of innovating things like design thinking and lean startup in that work, uh, becoming methodologies and tactics that could apply to, you know, start ups outside of a big corporation or, or startups within a corporation that were trying to spin up new ideas. So through that we started the inside outside innovation podcast as the, as the way to have those conversations and talk about corporate innovation and how we're corporate matching with startups and how corporate venture play out differently and how we're internal innovation accelerators popping up all around. And what were the different tactics that folks were using through that. We've kind of created this weird community. It's almost like two communities, but the, the advantages by bringing them together, they both learned from each other. So that's kind of how, that's how it's kind of evolved. What's next? We're trying to figure out the third year of the insight off the innovation summit. Uh, we haven't got the dates and, and that solidify, but it's looking like we're probably going to do it sometime in the end of October. I'm in the process, I'm looking at writing a book around this concept of collaborative and innovation and this innovation as a competency. And then, um, we'll just continue with the podcast and the newsletter and keep growing our conversations with great people out there. Daniel: You know, Brian, it's really, it's, I mean it's, it's lovely to talk to you about this stuff because, you know, the, the ecological approach you have to this, to this processes, you know, it's, it's clearly organic. Like, like anything else, it's starting a conversation and then you've gotten feedback from the world and over time you've, you've built more than you've added to it. Like it's, it's a, it's just guy. It's a wave that is sort of, it has its ups and downs clearly. But you're just continuing to, to ride that wave, which was really awesome. Brian: What the, it comes back to, you know, my feeling is that obviously with the world changing in the, in the speed of change that's happening out there, everybody is going to have to take on some of the skillsets of, of the early innovator. You know, again, a startup entrepreneur or, um, or innovator are going to have to have kind of core capabilities or characteristics that allow you to adapt and be nimble and, and, uh, execute. Daniel: Unless you want a robot to do your job! Brian: Yeah. That's executing different ways that, that you didn't have or that were different in the way that you could execute in the past. So things like, you know, curiosity having a bias towards learning characteristics like having a, an a customer focus and this bias towards problem solving for that customer. You know, the, the skill of collaboration and you know, knowing that you can't build everything yourself. Brian: There's bias towards team, um, you know, some of the characteristics of just speed, you know, how can you have this bias towards action and experimentation. And then finally having kind of the reverse of that you are having patience and that bias towards that long term value creation. You know, I think those are some of the core concepts that make up, um, this new world that we're living in. And the more individuals, whether you're, you know, a traditional manager or a entrepreneurial founder, those are the skillsets that are going to take you to the next level in the world that we're living in. Daniel: It sounds like a good book already, Brian. I don't know. I like it. Brian: I'm still outlining. Daniel: It sounds like a pretty good proposal to me. Um, so listen, I, I, we're, we're up against our, our, our time together. Uh, is there anything I haven't asked you about that I should, that we should talk about? Any, any, any final thoughts? Brian: Yeah, I'm curious for, you've obviously been in the space of helping people have conversations and that I'm always curious to understand what have you learned from helping companies and people kind of navigate a, this world of change, uh, and in this world of innovation, what are some of the things that are obstacles or things that stand out that, uh, I could take back to my audience as well? Well, Daniel: I mean, do you have a hard stop in the next three minutes because, no, go ahead. We can go over a little bit. Well, I mean, for me, what really resonated in what you were talking about is the necessity for patients. And I think this is one thing that's really, really hard, um, for people because we want to go fast and we want to have results. Um, but we also need to slow things down. So one of the things that like I'm becoming more aware of in my own work is psychological safety, which people, you know, Google identified as like the main characteristic of effective teams. The ability, the willingness, the openness to saying what's happening, to be able to speak your mind, to say what's right or to say what's wrong. And that, I don't know, that stuff doesn't really come for free. Uh, it's a really, you have to cultivate that environment. Daniel: And so for me, you know, my angle and entry point is always that somebody, somebody has to design that conversation. Um, if a group of, you know, if a group of people is gonna talk about what we're going to do next and how to innovate, we can either contribute content or we can contribute process. Um, if the, to me, the most important and precious conversation is when a group of people is coming together, the fact that you're willing to, that you have a framework, I'm guessing, to stretch out the conversation about what's our innovation roadmap and where are we placing our bets allows people to say like, okay, what's my holistic view of this? It creates, it creates safety, right? It creates a moment where, where we can have the conversation about innovation, we can have the conversation about how we're gonna brainstorm. Daniel: We can have the conversation about how we're going to, uh, evaluate ideas and how we know if they're good or not. Um, and so for me, I think, um, I feel like I'm ranting now, but I was at a problem framing workshop, uh, with my, my friend Jay Malone, who has a company called new haircut. They do a lot of design sprint training and he was teaching a problem framing workshop. And at the end of the workshop, he presented, uh, you know, on one hand, a very straightforward, like, here, this is what problem framing is in the essence. Like, uh, who has the problem, uh, why does it matter? Um, when does it happen? Uh, like, you know, think about like, where to play and how to win. And this one woman said like, well, yeah, what about, uh, uh, how do we know when it's been solved? You know, how do we know if it's working? And this is, I think one of the biggest challenges with, with companies is we don't know like what good looks like. We don't know when to start. We don't know how to stop working and grinding it out. Um, well, and the metrics Brian: are so different from existing business model versus a new business model that you don't even know who the customers are and the value proposition you're creating at the beginning. Daniel: Yeah. So I mean, for me, like I find the, one of the biggest challenges of innovation is that people bring me in to say like, okay, let's help this team coach through this process. Meanwhile, they've already got a job that takes 100% of their time. Um, and they look at me and they're like, this guy has just given us extra work to do. You know, the workshop that I come in is taking them away from their quote unquote real job. The, the work that I asked them to do to go out and do the interviews and to, to get customer contact looks like it's taking away time for them. And so this idea that that innovation's like something you can buy or pay someone else to do. To me, I want people to be earning their own innovation. But the problem is that most people are at 110% capacity. Daniel: And You bring in somebody like me who says, okay, let's do some design thinking stuff. Let's do a, you know, even if it's a week long sprint, which doesn't give you everything you need, you know, if it's a six week process, it's people are like, Oh man, that was great, but oh, that was hard and I never want to do that again. It's like, it's really, really challenging to get people to find time to innovate. And that's frustrating to me. Brian: Absolutely. Daniel: As a person who just really wants people to get their hands dirty with it so that they value it and, and participated in it. So, I don't know. I don't know what the balance is there. That's... I don't know. I don't know if that's a question with an answer, but Brian: I don't know if there's a clear answer for that one. No, no. Daniel: that, oh, so, yeah, I mean that, that's, that's, that's my perspective. I don't know if that, if that's helpful to you at all, but that's, that's… Brian: Very much so, very much so. Daniel: Is there, is there anything else we should I this, this is definitely the shortest episode. You know, I'm, I'm sort of enjoying or slash you know, floundering in the, in the 30 minute time zone. So I just want to make sure that we've covered everything that you want to cover … Brian: No, it's been great, thanks for having me on the show and the opportunity to talk about insideoutside.io and everything we're doing. Daniel: Yeah. So like that's the, that's the final question. Like where, uh, where can people find all things insideoutside and Brian Ardinger on the Internet. Brian: Yeah. Thanks Daniel. Yeah. So, uh, obviously you can go to the website insideoutside.io that has our podcast, our newsletters sign up for that. Um, and obviously I'm very, um, out there on Twitter and Linkedin in that happy to have conversations. So reach out and say hi. Daniel: Well we will do that. Um, Brian, I really appreciate you taking the time. It's really, it's always interesting to have some patience and just slow down and have some of these conversations about this stuff, that's I think really, really important. Like you said, the future is unwritten and uncertain and all of us need to have skills of adaptability, the inside and I think both sides of the ecosystem that you're a co-creating - the innovator, the startups need to learn from big companies how to scale and big companies need to learn from startups, how to be more nimble. So I think it's really a really important dialogue that you're facilitating. It's really cool. Brian: Thanks for having me on the show!

Since 2013 Quiet Light's average transaction size has grown up to ten times. Back in those days, there were no private equity firms poking around the e-commerce space for these listings. Today it is a completely different story and more often than not we're seeing private equity firms come into the buyer spectrum. In fact, once a business reaches a certain size, it is more likely than not that a seller's potential buyer is going to be in the private equity space of the buyer pool. Today we are going to dissect the PE process a bit further. We'll delve into the process, the advantages and disadvantages, and give a general education on the subject for those who are curious about it how it works. Today's guest, Brian Rassel, is Vice President of Private Equity with Huron Capital. He's responsible for sourcing, evaluating, and analyzing investments made by his firm. Brian delves into ways he finds that e-commerce has entered into almost sector of investment that his group is involved in these days. Prior to joining Huron Capital, Brian was an Associate at Prophet, a global growth strategy consulting firm. Prior to Prophet, Brian was a consultant with New England Consulting Group where he led project management in their private equity practice for buy-side clients. Brian is sharing his wealth of private equity experience and how PE is entering more and more into the e-commerce space. Episode Highlights: How Brian defines private equity. How PE funds traditionally start up and get solidified. The difference between small, medium and large equity funds. The holding periods that private equity funds usually need to secure capital. Is PE all about acquiring to grow and sell or is there a category for buy and hold? Do evergreen funds exist? The difference between platform and bolt-on investments. Three things funds do to generate deal flow and types of business spaces they favor. The behind-the-scenes processes of putting a deal together. How many people are involved in the deal on the PE side. The backend investors committee and if that hinders the deal for the seller. Why time commitment is actually a good thing. How many deals Brian's PE firm evaluates per year. The defined process that gets them through the numbers. The growth potential for e-commerce – multiple appreciations and the role of private equity. Brian frames an ideal acquisition structure based on the general private equity model. Why the buyer/seller fit really matters. How private equity can work for sellers who want to get their business to the next stage. Transcription: Joe: Back in 2013 Mark I closed 23 transactions. It was a busy year for me. Do you have any idea what the average transaction size was? Mark: I … what do I guess? Well, it's you so I'm going to say like seven million dollars. Joe: I love putting you on the spot because you do it to me all the time. The average transaction size— Mark: You got to be like 250. Joe: It was 125. Mark: Holy cow. Joe: 125; very small. Mark: Okay. Joe: And at that time there were no Private Equity Firms poking around the e-commerce space for these smaller listings. Today it's a completely different story and my average transaction size was 10 times that last year. And a lot of buyers or a lot of sellers, the question I get asked all the time are who are your buyers? And it's a mix of everyone but more often than not now we're seeing Private Equity Firms come into this space. And I understand you had an expert in that area on the podcast. Mark: Yeah private equity is a topic that's coming up more and more frequently with sellers especially on the higher end of that revenue spectrum that we really work with. And it makes sense because once you get to a certain size of business your buyer is more likely than not going to be at least somewhat in the private equity place … area of the buyer pool. In addition, we've talked before … I had Ryan Tansom on and we talked about selling to a strategic buyer versus a marketplace buyer. And obviously, people always look at this especially at the higher ends and say I kind of want to have a strategic buyer. Well, one thing to keep in mind here is that this is kind of a spectrum right? It's not binary; you're either strategic or marketplace. But when you get into that private equity world, private equity is almost always going to be something of a strategic play. So I thought … look this private equity world is something that people keep asking about let's actually start to dissect it a little bit. So Brian and I talked and we spent probably about half of this interview just kind of going over what is private equity. How does that work? What is the definition of this? What are the sizes of it? And really just trying to ask some of those silly questions that maybe you kind of wonder about but don't want to ask because you don't want to sound like you don't know what you're talking about. And so we went over a bunch of those questions but then we also went over what does the process looked like. What does it look like to sell to a private equity firm? What are the drawbacks to it and what are the benefits of it as well? And really it's kind of a general education podcast but I think also … and maybe more importantly for those of you out there who are thinking about selling down the road and you're looking and trying to peg the different values that you want to get from an exit and maybe you think well I want a 10 million dollar exit or a 15 million dollar exit, if you get to that point what's it going to look like to sell to a private equity and what do you need to do to really make yourself appealing for a Private Equity Firm? And how does the deal change when you're signed to private equity as well. So we really covered a lot of ground in about 30 minutes. Brian is super knowledgeable obviously. He works in this space. And I really appreciated him coming on the podcast because … again I just downloaded a ton of information. Joe: Well let's get right to it. Mark: All right Brian thanks for joining me on the podcast. I really appreciate you coming on. Brian: Yeah I know. It's great to be here. Thanks for hosting. Mark: All right so I don't expect people to listen … my guests to have listened to the podcast in advance and I know … I don't know if Joe's been doing this, he records like 9 out of 10 episodes and I don't know if he's continued on the tradition but we like to have our guests introduce themselves mainly because you know your story better than I know your story and I figure it's a little bit easier. So why don't you give just kind of a quick 30 second to one minute rundown on who you are? Brian: Yeah I'm Brian Rassel. I'm a vice president with Huron Capital Partners which is a middle market private equity firm based at Detroit Michigan. The firm is 20 years old and has invested in … we're typically enthralled buyout investors where we'll buy a majority of a business and have done that through five successive fawns starting back in 1999. And the industries that we play in are business services, consumer, and specialty manufacturing. You know it'd kind of be interesting how I got to know you Mark for those listening is that believe it or not all of those basins are being affected by e-commerce or different kind of SaaS business models that are internet based. And I'm taking it upon myself to maybe be the person of the firm who is trying to understand those influences on all of our companies and make sure that we're in a position to incorporate those changes that are going on out and new coming at large number and being done by a lot of people who probably listen to your podcast and make sure that we're bringing more of the [inaudible 00:05:51.4] in the businesses we own so that they can be successful today and be well into the 21st century. Mark: All right, well I got a lot of questions for you because this world of private equity is encroaching or coming into the internet business acquisition world more and more. And whether it's because at Quiet Light our deal value is moving up or private equity is starting to look at different price ranges and maybe this convergence of these worlds and also private equity looking more in the online space is just becoming an increasing topic that we're seeing more and more of. We're also seeing individuals that have started up on their own raising funds to do large acquisitions or to string acquisitions together. Brian: Yeah. Mark: So what I'd like to do and I already kind of told you this in our conversation before I hit record, I'd like to go over some of the basics here of the private equity world and how it looks in the Internet space as well. And then know a little bit more about your fund and some of the things that you guys are doing over there and all that. So a quick shout out to Chris from Centurica and Rhodium I know that we've talked about him so much that it's almost as if he's a sponsor. He's not. But this is again how we got introduced. You spoke at the Rhodium and then you and I had a chance to speak after that and a good conversation. So thanks Chris for the introduction again. So let's start out really really basic here. How do you define private equity? Brian: Private equity is capital … private capital being put to work in private businesses. And so I like to name [inaudible 00:07:22.6] for folks who really don't know much about it a little quick stat just kind of on the US economy. There are half as many publicly listed companies as there were in 1996 or 1994 something like that. So even if the value of the public markets is larger the amount of places you can park that capital in the public markets is small in the total number of listed names. Private equity is a big part of either big institutionally managed money. Whether that's from insurance companies, [inaudible 00:07:52.4], pension funds, universities, those kinds of things. This is their way to go participate in the forces of economy that are still private companies that they can't get access to otherwise unless folks like me help them get access to it. It also includes folks that can kind of go into different flavors of private equity but depending on the size from the bing capitals of the world down to very very small funds that are more entrepreneurial. There's sort of every flavor under design in certain family offices and other things like that. That would be private equity, pooled private capital going into private businesses. Mark: Well how did these funds start-up traditionally? And I imagine that there's a lot of ways that they can start up. You've listed a number of sources of money and I think sometimes we forget just how much money there is in some of these places. So yeah [crosstalk 00:08:46.6]. Brian: For sure I mean there's just [crosstalk 00:08:49.4] I'm going to get this off, I'll be wrong by a hundred billion dollars. But I think something like 600 billion dollars flowed into private equity firms last year. So these … and the source of a fund or the way a fund works is that a fund manager like the folks I work for here where I'm a part of, they go out and they make their pitch about how talented their professionals are and what their track record is and the fact that they can get access to great deal flow and great opportunities, places to put private capital where it will go earn a reasonable return. And they raise this money from these other institutional or independent investors. It could be high in net worth individuals or anybody like that but … so they get started that way. They'll hold this farm estate back to the 1960s and there are new ones being created all the time. And frankly, as hedge funds have declined I believe in a large way in popularity just because of the efficiency of public markets there's been more and more money directed towards these private pools of capital and the private equity market. And when I say private equity I mean both kind of traditional buy-out funds for more mature businesses that have healthy positive cash flows on the one hand and on the other hand I mean venture capital is the son segment of private equity. And that might be for really really high growth businesses like the next dewberry of the world or whatever it might be. Mark: Right, absolutely. Okay, that makes a lot of sense. And as far as the breakdown as to sizes what would you consider to be a small private equity firm and what are we talking about in terms of their capitalization rates when they start up? What would be the difference between the small, medium, large type of firms? We can get an idea for how much money we're actually dealing with? Brian: So I would say just kind of from my understanding again all this caviada being dead this is sort of Brian Rassell's take on private equity and my interpretation and may not really be the opinions of United Capital, I can only speak for myself as an individual but they have a dedicated fund. And when I say dedicated fund these are groups of people that other folks, other investors have made a promise and a pledge that is legally binding and written their name at the bottom that that dedicated fund, the small one might be 50 million dollars. That'd be very small. Folks who are trying to invest less than that, generally speaking, have something more akin to a pledge fund. They have a number of people that they can pass the hat with to raise money in a deal by deal basis versus having committed capital to go invest in five, six, 10, 12 companies in that particular fawn. So just kind of … back at the envelope type map that you can think of is every firm should have plus or minus roughly 10 investments that have enough diversification in it. So a 50 million dollar fund is looking to put five million dollars to work in the 10 different companies. And that would be the equity capital going to those companies. There's oftentimes a mix of equity and debt coming into those companies and we could talk about that later. And then a midsize fund might be three or four hundred million up and pawn up to the 2KR's of the world or Apollo or the very big managers who are doing 15 billion dollar funds and so all different world. Mark: Very. Brian: They're taking hotels private or something like that. Mark: I was going to say they're buying something completely different than your Amazon business. Brian: Yeah that's right. It's a whole different world. Mark: All right you talked about you have successive funds. In my understanding again is that we go through these rounds of investment that coming up. We had Andy Jones from PrivateEquityInfo.com on and he talked a lot about the holding periods that private equity looks for. Can you just again quickly touch on that? We're kind of doing private equity 101 here. Brian: Yeah. I didn't hear Andy's remarks but just as it relates to a whole period I would think of it just to be linear about it that a private equity firm once our capital is raised [inaudible 00:13:01.9] the time that it takes to raise that money they committed capital or even the past they had capital they're going to take that money and let's just use this fictional 50 million dollar fund. And they'll take something like four years to deploy the first 80% of it. And the goal would be you take 20% of that money and get it into a new platform company. Companies they had no money in before. In the first year or the next year next 20%, next year next 20%, next year next 20% thus 80%. The point at that point you can't do necessarily new investments you're reserving that last 20% for either a company that's struggling that you need to give more money to to keep it going or to do an add on investment to buy something else and add it on to something that's in the portfolio. That might take four or five years to really deploy the majority of it and then another four to five … you know an investment from year one that you only … you're exiting that investment three to seven years later and let's just use five as kind of a round middle of the road number there. So an investment from year one is maybe gone in year six so it's being harvested. It could be sooner, it could be later. And the investment that was your last platform investment from year four might be heading out the door in year eight or nine. So fund life is something like eight to ten years. It can be longer. And a traditional as you kind of draw it up on the whiteboard like I have behind me here is sort of a five year hold. Now there's … I've seen many that are much much shorter and many that are much much longer but those are the fat parts of the [inaudible 00:14:36.2] if you want. Mark: Sure. So is private equity … is the goal of all private equity companies to grow and sell? So acquire, grow, sell, or are there other strategies? Buy it and hold for long periods of time? Brian: There are certainly evergreen funds out there. They're much more … when I say evergreen they have the ability to hold and recycle the capital. They may be designed to have heard of a number that has committed capital from particularly family offices that never want to do the tax consequences of becoming liquid in an investment and actually realizing the gains so they're structured to reinvest the money that they make. Or if they sell something to quickly find someone else new for it to go into. Now that would be a more unique situation. And then certainly family offices there's a number out there that looks for longer hold periods and there are certain funds that are designed for a longer hold period. Mark: All right so this is going to be again another basic question but I want to make sure our terms are all well-defined here. We hear these terms of platform versus bolt on or add on investments. Just real quick the difference between a platform investment versus a bolt on. Brian: Yeah I'll just keep it simple. I'll say anything that is a brand new business, new industry for that firm to go into. They don't currently own something in that space. Whether that's a tiny initial acquisition or a big one that would be the platform investment. So let's just say with a … I don't know Internet broker pencils, I'm just making this up, all right? And they don't have any other investments in the internet broker pencils space and they invest in a company in that space that would be the platform [inaudible 00:16:17.1] that. And maybe there are 10 companies that make … that do internet broker pencils and they buy two other ones of their competitors and they make it bigger or somebody [inaudible 00:16:25.3] and now they're putting it all together those might be add-ons to that original entity that they purchased or recapitalized. That's what we mean. It doesn't necessarily have anything to do with size which can be confusing. Sometimes you start with something small and you get the opportunity and do an add-on that's much bigger than the original investment. So it's more just where is the starting point in you can do a space or an industry. Mark: And if we think about the terms it makes sense right? Brian: Yeah. Mark: You build on top of the platform and you add-on top of the platform. So it makes … that makes complete sense. Brian: Or bolt-on, yup that's where the nomenclature comes from. Mark: Or bolt-on, absolutely. It's amazing when you dig in to definitions it's like the terms actually have a meaning and it makes sense. Brian: They do. Generally, they come from somewhere. Mark: They come from somewhere. There's logic to this stuff. I love it. All right so now I'll get into questions that I'm starting to be genuinely interested in and that is how does a fund develop a thesis or an entire direction to go after a particular platform investment? I mean if you're selling blue widgets and also if somebody comes and says no you don't need widgets what you really need are sprockets, if you don't do anything with sprockets at all how does that enter into a fund's psyche at all? Brian: There's really three things that we're doing here to generate the sort of deal flow and the ideas and spaces we want to go into. So here I'll speak more from Huron Capital. There are other firms who follow a similar philosophy potentially. So the first is businesses we didn't know about but are being represented by a broker or an investment banker like yourself Mark who … those are opportunities that are coming to us. They are being listed. They're being actively shopped around. We may have never thought of the sprocket industry before or we didn't know too much about it or we read materials on it and we say it has a lot of characteristics and things we like; great cash flow, seems very resilient, seems countercyclical, if the economy goes down it'll still do well, it's a leader on its space, any of those kinds of things. Those are opportunities that come to us and that is more of a passive thing. And then we get active once we realize that it fits a lot of criteria and we believe we could be successful with it. And that sets into motion a whole chain of things where we kind of prove out of the pieces that we might like this business and we try to get educated. The second that we spend a lot of time on is networking with executives from a broad, broad variety of industries. Those people know where there are spaces that are changing. And generally speaking, change creates opportunities. Change creates winners on one side and losers on the other side. And less be to the losers but you need that kind of disruption to create any sort of sort interesting investment outcome. The study ID is probably the market's sufficient enough that the study ID is not going to return the greatest returns. So we've spent a lot of time with executives unless I knew them about spaces that could be interesting and trying to listen to areas they know about and start to build some [inaudible 00:19:37.4]. And then even more proactively than that there's a lot of opportunities where we meet the executive who has a view of one particular thing they want to do here at Huron it's got a registered trademark or the like of the firm. We call that an exact factor investment where we will actually flip the process and say we really believe in the sprocket industry. We met Phil who is going to be our perspective CEO in the space and he has this vision that is going to totally turn the industry [inaudible 00:20:11.5]. To do that we need to go find the platform, we call that like getting fuel behind the wheel. We need to find a car to fulfill the drive. We believe he's the best driver in that industry. And we will do all the work, we'll go write a hundred page white paper on it to prove to our investment committee why it's such a fabulous opportunity and Phil is the greatest operator in this space. And then we will commit dollars into going and finding businesses in that space and find Phil the car he can drive and we'll get off to the races that way. So it starts with a commitment from our farms for a certain amount of money behind Phil to go do an acquisition more and more in this space. So it … I guess ranges from that passive we find things and then we get educated too. We educate ourselves as much as possible and align ourselves with an executive who can execute and work the process the other way. Mark: Cool. All right that [inaudible 00:21:04.07]. So let's talk a little bit about the process that goes on behind the scenes when you are evaluating an opportunity. And I think for a lot of potential sellers this sort of conversation is going to be really insightful. So let's say we have somebody that they have an e-com business, 30 million in revenue, eight, nine million in earnings on an annual basis and they've got a couple of private equity firms looking at their business. Where does that start and what is the process going through? And you can talk about maybe Huron's process and then if there are variations that you know as well. The number of people that are going to look and touch that deal as it goes through the steps. Brian: Yeah. Mark: What are some of those behind the scenes looks? Brian: Yeah so once you've got that moment where there's a couple of firms interested there's going to be an incredible amount of information about the business across insurance, benefits, compliance with laws and regulatory statutes, information about the market; anything the business can possibly produce about itself, fairly every file that's off the shelf that they have, every non-disclosure agreement they have with somebody that they on boarded or employment agreement, every contract they have with a customer, or maybe it's an industry where you don't have a lot of contracts with customers but you have a lot of contracts with suppliers. All that information needs to be made available for these perspective buyers to digest. And the more they can be made available, the more that that's organized into different pockets of legal, employee, insurance, benefits, all of that, the better. It's going to save the company a lot of time from serving requests versus being proactive by getting that stuff out there. And you know well everything here all the buyers be under a non-disclosure agreement and that's just a very kind of well-oiled machine around making that information available to give your last few buyers down to the one you would like to choose and have them under a Letter of Intent. And that starts to be an exclusive relationship where the buyer is going to spend a lot of money in due diligence and in exchange for spending that money, they would like the exclusive right to [inaudible 00:23:19.3] business for a period of time. 60 days … 90 days where they engage and here is where it starts to get to be a lot more kind of in your trousers and really analyzing your business but they're going to engage in quality of earnings earned to go and understand did you actually produce the amount of revenue, if you put it in the right time periods, if you really counted for every cost etcetera. They're going to engage legal professionals who are going first to sort of just again a full work up of registration, compliance, [inaudible 00:23:51.9] and then those folks are going to work on the actual transaction documents as well as a host of other advisors. And that would be like again a 60 to 90 day process. It could be 30 days on the short end. There are firms who can do it in that time particularly if you're a smaller business and an add-on to a much larger or a very simple business. Mark: So how many people are we talking about there that are going to be involved in the process? Outside of the consultants like a Q of E … a quality of earnings report that's going to be an outside accounting firm right? Brian: Yeah. Mark: So we're not going to— Brian: Okay so from the acquiring firm? Mark: Mm-hmm. And we can start at the beginning. We can start at your interns that are digesting deals. That's going to be part one. Brian: Sure call it four and they're going to be answering to the remainder of their firm particularly their investment committee. Ideally, it's a tighter team and there's four and if it's an add-on expect more. So you'll have the management team of that kind of platform investment as well. So four to eight and then when you get to the advisor well now you're talking 20 something more. Mark: Right, getting all those outside advisers. Now one of the things I know people get worried about during this process is you start out again with that guy who's that in deals up front and he sees some he passes it on to the team and they end up liking it so now you're dealing with a handful of people that are asking the questions digging deep in that due diligence right? Pages and pages of collecting information possibly even submitting an offer because on the surface things look okay. Brian: Yup. Mark: There seems to be these back end investors committee as well which can also kind of wash the deal far in the process. What would you say to people that get kind of frustrated when they hear that and they think do I really want to work with private equity because there are so many people that could potentially disrupt this deal? Brian: So I would think about the time investment to it. So the private equity firm is in no way interested in wasting any of their time. Huron looks at something like little over a thousand deals a year. That takes a lot of time and we're very thoughtful about moving things to the funnel and connecting our firm's resources to evaluating an opportunity. So if somebody is spending the time I would tell the listeners that they are encouraged. If everything checks out the way I told to them so far or they've written so far about that business then there are absolutely no issues. The firm, an organized and real firm is going to be thoughtful and time is kind of their most valuable resource and they're set up to be able to make a number of staged gates kind of we're interested and we're not interested. We're interested subject to confirm affirmation I want two and three. And you can have a very quick conversation like you and I are having now to say is this the case is this not the case? Here's a big concern we have, should we be worried? And they will both take your answer and that gives them that kind of gumption to proceed. And they'll probably have to go validate that as well later. And that validation just has to support what's been told to them. But they are also making a big commitment with their time in the same way that the seller is and I would take it as genuine on their part that they're not looking for it to fall apart. It's just things do. Certain deals fall apart because new information becomes available. I've seen that happen a number of times where the seller learns things about their business or thinks about their business in a way they hadn't before and can agree that that's a genuine risk and may be something they want to work out within a course of another year and then they might be back to market. Mark: Yeah, that happens often. We see that all the time even in the amount of work that we put a seller through upfront it pales in comparison to what you guys are going to be doing in your actual dig deep due diligence. And the number of times that we have people come back and tell us that was a lot of work but that was really useful. Brian: Yeah. Mark: I have learned a lot about my own business, right? Brian: Yeah a great advisor like somebody like you and using a broker who's been through and understands the questions that are going to be asked is going to save a tremendous amount of time. And we call folks like you Mark a river guide we're using on our side and we love them. Sellers use them too because they're that much more prepared for the process. Mark: Yeah. And I can tell you like the one thing that … I'm going to play both sides here, I would say the one thing that can be difficult with working with private equity is because there are so many people that can come in with a dissenting viewpoint. You're not trying to … convince is a bad word but show the opportunity to one person and have them agree to it; you're having to show a number of people. But the great thing and I love working with private equity on is that it's completely unemotional throughout the process. Brian: Yeah. Mark: I mean it really is does this check the boxes we needed to check and if it doesn't we're going to find out as quick as we can. You said something, I was going to ask this question, you guys evaluate you said about a thousand deals per year? Brian: Yeah the pipeline you think about now it's working its way down at the top of the funnel and so we're a thousand and then that's working its way down to 250 that real solid time is being spent on and then 75 that we're spending real tons of resources and traveling around to visit them … maybe 80. Now I'll get these numbers wrong this is kind of directional and then down to the 30 or so that are getting a Letter Of Intention and we'll close 22 transactions a year. Mark: Yeah so that's an amazing amount of data to be pulling in. And you guys have criteria at every stage I assume that you're looking for up front? Brian: That's right. Mark: Okay. All right that makes sense. Do you publish those criteria? I know we get a lot of just the very broad stuff sent to us. Brian: We don't only because it's just so bespoke for every company. There are so many things that really are as you just said that are check the box and we're highly confident that we will go confirm later. We're highly confident that's not an issue and we are trying to get to it very, very quickly. The three or four things we want to make sure are the reasons we're most excited and confirm that that is factual and that was going to continue. Whatever that might be; on the customer relationship or the recurring purchasing or … whatever it might be. And then at the same time the three or four things that are kind of we're concerned that could be deal killers. We believe we're spending the time because we think that's going to turn out to be true or we need to get to a yes no about is this a real problem very, very quickly. And so you know it's just they're different for every business. Mark: Yeah I know a lot of people listening right now you guys are buyers that are out there looking to acquire. So technically Brian you guys are somewhat of competitors although I think that you operate at a range that a lot of our buyers wouldn't. But I think one thing interesting that they should hear is this idea of having this defined process number one and then number two the amount of deal flow that you have to look at. I've talked to buyers that been out there looking for a year, year and a half but then you find out the number of deals that they're actually looking at doesn't really … this is a numbers game. I mean it's purely a numbers game. Brian: It is and one thing I want to say on that numbers game for us and it may be different for some of your buyers or not is that we're looking for situations that are great for us and we're also looking for situations where the seller in some ways choosing us. Now I don't want to overstate that but I do want to say that there has to be a great fit in every piece and why we're a better owner than someone else for that business. Some angle that we have, some affinity we have for what they do, or some prior experience or something. Otherwise and it could be a little different for particularly small businesses. Maybe it's a little bit less like that and it doesn't need as much of the chemistry but that's a big part of what we're looking for, for sure. Mark: And we talk about that a lot on these pockets. I know you guys are probably tired of hearing Joe and I talk about the need for a buyer being a good fit. And we talked a lot about this general concept of being likable because sellers do eventually choose and for most of these sellers they do have a choice. I mean right now it's a seller's market. They do have a choice of who they're going to work with. I want to talk about the exciting stuff. Let's talk about the actual deals; the money. Brian: Sure. Mark: Why is selling to a private equity something that people should be excited about? Brian: I think I spoke a little bit about this at Rhodium but I just … I see then the difference in multiples that are paid for businesses that are exclusively e-commerce or SaaS based businesses. Those multiples are so much lower than what private equity firms are paying for more traditional businesses out in the economy. And I believe that those worlds will come together. And I believe that businesses that are a hybrid of both or have excellence in both and are flipping both worlds are going to be extremely, extremely valuable. Because on the one hand, they have the relevance for the future, it's coming from kind of the types of businesses that you represent. And also they have that anchor of the traditional business that makes them more under writable and it makes them more predictable because it's a less dynamic place that they're out in. And so that's where I think private equity firms in the coming two, three, four, five years are number one going to become much more comfortable with standalone e-commerce business models that are exclusive that and there are going to be people participating from the much more kind of like formal private equity world participating in your markets. And then I think there's going to be a convergence where a lot of more traditional business models are going to look for the influence and the DNA as well as the revenue and the profits but the influence and the DNA and the growth that comes from the types of businesses you work with Joe. And I think that means that the market that you're playing in, the multiples will rise there. For every dollar of earnings they'll be more valuable in the future and I believe that's for now in a very significant way in 2018. Mark: Yeah and we talked about this this idea of multiple appreciation that we see. And a lot of it reaches over to the fact that this is where private equity starts to play right? So we often talk if your EBIDTA is less than a million dollars per year the … just again for the sake of a multiple, it's going to vary for each business but maybe 3 … maybe 3.5 would be the multiple on that EBIDTA depending on the type of business that you have. But once you start getting up into two, three, four million dollars of EBIDTA now we start seeing the multiples jump up in the different ranges. And the reason for this again is that we're no longer playing as much with an individual investor who really has a much higher risk profile because they don't necessarily have the entire team behind them or a portfolio behind them to be able to take some of that risk but also get the staff in the background and all the resources in private equity. Brian: Yeah. Mark: So let's talk … I am not going to pin you down because it would be a really bad idea for you to say hey we generally paid 25x on earnings which I know you don't. What does a deal structure often look like? Because I know these deals structures do change as well when we're talking about a private equity acquiring a small company. What does an ideal acquisition look like for you in terms of its structure of cash that the owner is going to be getting, maybe equity or debt that you would hope that they stay around and I'd also like to address the idea that a lot of private equity likes to have or prefers to have an owner stay on board with the new company and why that's a good thing also for that owner to think about that. So that's a lot; the general structure, the ideals for a structure. Brian: Okay so let's keep this out of your space and let's just talk about the general PE model. When deals were cheaper a couple of years ago you might get a higher ratio of debt than equity in a deal but for this sake, I'm just going to make it 50-50. I think that more reflects the market today in terms of underwriting. But let's take a deal where a private equity firm is paying at least eight times. That's still a relatively rich multiple. I could have said six but let's use eight times. So we're paying four times the earnings in their own cash that they're talking and they are going and putting the company on the hook or raising four times and they do it. Private equity firm does it but on behalf of the company of debt for the business to take on. So let's say it's a business with 10 million dollars of EBIDTA. So it's an 80 million dollar transaction and a firm like Huron is putting 40 million of equity and raising 40 million of debt in that transaction. And that 40 million of equity can come either from Huron or some portion of it could be rolled over from the seller. If that seller has no debt on the business today, no capital leases or anything else that could be thought of as indebtedness over the normal trade payables. And in your day to day you've got cash coming in and cash going out; that thing that keeps the shop running. And they have no debt on the business theoretically on the day of closing they're getting a check for 80 million dollars. If they choose to roll over some of that … let's just say 10% of the purchase price, eight million of it I would argue that a private equity firm or somebody like me would take that as them stating a high degree of confidence in the future of the business that they want to continue participating and have a relatively [inaudible 00:37:34.7] portion of their net worth tied up in that outcome. Or that they see the opportunity to turn that eight million into 16 or whatever it might be that there is a great opportunity to continue driving growth and equity value in that business. They'll … I start there that the rollover investments are very useful because if you're saying you want to do no roll over whatsoever and you just want to walk away from the business it's not conveying a lot of confidence in the future of the business. There are certainly reasons to do that but it's not conveying a lot of confidence in the future of the business. And where somebody might have been agreeing to pay you eight if you were rolling over and giving that kind of tacit support for the business going over, they might kind of say this is we're not so sure. It makes them a little more nervous and it might be a seven times deal. So you may actually be shooting yourself in the foot in terms of the total proceeds you perceive. Again so it's an 80 million dollar deal, 40 million of debt, the seller is choosing to roll over. They got their 80 million dollar check, it doesn't work like this you're actually [inaudible 00:28:28.9] but they got their 80 million dollar check and maybe we wrote one back for eight and so Huron holds 32 million of the equity and that seller holds eight million of it. So Huron owns 80% of the business and they own 20% and we've got some obligations to pay. That would be kind of the middle of the road structure. There's certainly a lot more that happens as it relates to creating incentives for management teams and that's a very, very big part of what we do to make sure that if we do well they do well and vice versa so that we're all talking in terms of growing the underlying equity value of the business. And that can often be very different for a business that didn't have that before. And it was just solely kind of the founder driving it or minding the growth of equity value. We believe in creating a broad base of ownership so that we're all on the same page. Mark: Yeah. Brian: Our management team is on incentives exclusively through their salary or bonus or both. Mark: Right so one of the things that I've talked a lot in the past especially on like the main street sort of deals is this almost dichotomy and it really shouldn't be set up as a dichotomy of a marketplace based sale where you only have an investor looking to acquire business in a strategic sale where you have a company that it would effectively be like an add-on acquisition in your world right? They already have the sort of strategic advantage to acquiring that company. Within your world, it seems like so much of what you do is going to be the strategy based type of acquisition anyways. Brian: Right. Mark: So it's like you're not going to do an acquisition unless you think that you have a strategic advantage. And when we … you and I talked out in Las Vegas back last October one thing that you talked about quite a bit was we want to pour gasoline on the fire that's already existing. So whatever that might be and so as a seller who's out there thinking about this and saying man I've been growing my business like crazy but I'm investing all this cash back into acquiring more inventory and expanding the product line and I'd like to take money off the table and then keep growing it. This is that perfect sort of handoff to a private equity because you can say you know what you [inaudible 00:40:54.0] your income statement rich in cash flow pour. Brian: Yup. Mark: We got cash. We'll help you out there. You're going to get some cash on the table and then let's grow this from a 30 million dollar business to a hundred million dollar business. Brian: Right. Mark: And so there's an incentive there for that owner to double dip that [inaudible 00:41:11.7]. Brian: Absolutely. Particularly in situations … we see this all the time where additional capital is going to be an accelerant to growth. So capital is what we have and we're trying to find a smart place to put it work and if that means we can buy a business and continue and support that business with more dollars and we believe in the strategy and what's going on in the way it's being operated there's nothing … that's the easiest dollar for us to put out versus the whole re-under writing process of a new investment. And then for that seller to have all their eggs in one basket … I don't care what their life situation is they could be in their 30's and just want to diversify or they could be somebody who's looking at kids who are about to go to college and it just doesn't make sense to have 100% of their net worth or close to it tied up in their business. And if they could diversify a little bit or generate a little bit of cash but their vision hasn't changed at all that's a great situation to bring on a strategic partner like a private equity firm. And that's where that [inaudible 00:42:11.9] fit it really matters and the chemistry between the seller. For the most part, you're not going to sell it to a private equity firm, they don't want to be in the business or definitely not in the business of operating these companies. So round the business and investing in them helping to bring the right resources to it and bring the right capital solutions or capital availability all that. Helping them set strategy and all the other things but the actual day to day operations. So it's not going to be for your sellers or for buyers [inaudible 00:42:45.1] sellers who are looking to exit the business and hand it off somebody else private equity is not going to be the right solution. But for those companies that they either want to go to be a division of something larger and they think they can be a great cross selling opportunity or the way they've built their mousetrap if just they had more to sell in the same way, and I'll say like let's say you're the number one muffler seller online and you also want to do transmissions and drive cams and stuff but you don't have the capital and you don't have the ability to go source and expand that way, going and selling to a larger entity and being that e-commerce division is a very powerful idea. Or just continue and do your own business and double down … accelerate the organic growth, private equity firm could be a great partner. Mark: Yeah, we're just about out of time in fact we've gone a bit long but one thing I wanted to emphasize here, you said that capital obviously is the resource you guys have and are able to invest and I know a lot of people that I talk to say look I don't really need money from this, the business is making money and I feel good about this. But what I find when I actually start to dig in with these guys is I say well what would it take to move to that next level. Oh well, I would have to hire out this other division or create this other division and you know okay but what's the obstacle to that? I don't want to invest in it. It often comes up. Okay, that's the area where a firm like yours can also come in and say well look we have the capital to be able to invest in this. You know what you need; do you want to invest in it to get to that next stage? And even if that means bringing in someone and you can help with that let's do it. Exactly we can do that and we could— Brian: Not to mention that I think we find that often business owners are willing to do one out of their five ideas that are like that and were willing to do all five knowing that three won't work but two should work out beautifully and we're willing to go [inaudible 00:44:39.4] the bodies of the business and the capital and have the appetite to take two steps backward to take four forward and understand that they're not going to all work. And where maybe an independent owner would do those sequentially, try idea one it wasn't really working, didn't feel pleased with making that investment and losing that cash flow, fired that new sales person who was supposed to do something else. We're willing to go do things faster and make sure that that doesn't hover around in the business and the core of what we're interested in the first place. And so we'll work through that with the business owner by giving them that support and the dollars needed to make that happen. Mark: Brian, I really appreciate you taking the time here [inaudible 00:45:19.8] some of the small questions I had but really good to get those things— Brian: No it's my pleasure. It's fine. Mark: So thanks again and maybe we'll have you back again in the future at some point. Brian: That sounds great. Yeah, I enjoyed it. Thanks, Mark.   Links and Resources: https://www.huroncapital.com/member/brian-rassel/ https://www.linkedin.com/in/brianrassel  

Everyone has a story, but few people take the time to tell it. My guest today started a podcast to tell his story, despite having little experience with podcasting. As a result, he’s growing an audience, making new friends, and learning a lot along the way.Brian Sanders is a project manager and app designer who formed a startup to build a new podcast app and platform called Nexcast. He’s joining me today to share what he’s learned in his startup and podcasting journey so far, and how podcasting is helping him learn more about his target audience and his product.Key Takeaways:People will reach out to you if you take the time to share your story.People relate to struggles. Don’t be afraid to share yours.It’s important to go make things happen—don’t wait for good things to happen to you.If you’re not uncomfortable, you’re not growing.Podcasting, videos, and blogging all come back to opening up, sharing your experiences, and telling your story—that’s how you build community.You don’t always have to have the best equipment—use what you have and start telling your story today.Aaron: Joining us today is Brian Sanders from Nexcast. Brian, you’re trying to build a podcast app and maybe a platform. What’s your backstory?Brian: I grew up in Hawaii and I got into UCLA for mechanical engineering, so I came to LA and I’ve been here ever since. I started in the engineering world where I actually got to design some rides for Universal Studios and Disneyland. So I was doing engineering, but I didn’t like it that much. The company I was working for went out of business during the recession and I went to another similar company.That’s actually when I found podcasts, when I was sitting at a computer working on 3D models all day. It was kind of boring, so I was listening to podcasts eight hours a day. I would be laughing in my cubical and none of my coworkers even knew what podcasts were. I realized I wanted to be more entrepreneurial—I liked to design and be creative—so I started doing that on the side.I started doing design for other people and getting paid for it. I joined up with a developer and we started building whole products for people in LA, New York, and Chicago for a couple of years. It took a while to figure it out because I was learning on my own, but eventually I got a job. One of my clients hired me on and we started working at a tech company in Santa Monica where I got to learn a lot more about the processes of building technology and managing an engineering team.I still had projects on the side. I had an app that was like Instagram for writing, where you could post a photo with stories and you add chapters. People could comment and follow you. I decided to sell it to a private company, quit my job, and started working on a podcast app idea that had been in the back of my mind for awhile.Overlapping & Taking Your Side Project Full TimeAaron: So you worked your day job for a few years and saved up money and stripped back your expenses so that when you quit, you could support yourself doing your own thing.Brian: Exactly. The biggest thing is to start pretending you’re not making a lot of money (even if you’re working a good job), and save as much money as you can.Aaron: That’s very long-term focused. I think a lot of people struggle with that.Brian: It takes a lot of discipline. I pretended like I was making minimum wage, but I was really happy. I had a couple of roommates from Hawaii that I grew up with and we still had a great time. You can get a lot out of life even if you aren’t spending much money.Aaron: If you’re trying to go freelance or do anything that doesn’t guarantee you a steady paycheck, it’s important to practice for that while you’re working a day job. I know that’s not related to podcasting, but it’s important. Living cheaply is why I’m able to do what I do—podcast editing and helping people make podcasts. I learned in my twenties to save money and to really think about what was important for me to spend money on.There are a lot of things that you can spend money on, but sometimes it’s better to not spend money so that later you can pursue your dreams. For example, you quit your job and you had this idea to work on a podcast app, maybe even a platform. Was that your plan when you quit your job, or was that a more recent development?Brian: I didn’t pursue it fully until I put that platform bigger picture together. I wondered if we could listen to podcasts in a more interactive way or have more features. Why isn’t anyone building a better podcast app? The problem was that I couldn’t figure out how to make it a business and it seems like not many other people have either. The podcast industry is weird, but it’s growing. It’s hard to put together the business model. The day I figured out the business model, I started focusing on it for real and I put everything else to the side.Your Life is a Story – Document ItAaron: When did you start your own podcast to tell the story of what you’re doing?Brian: It started about five months after I got the idea for the app. Now that it’s happening, it’s like, “Of course we should be doing a podcast. We have to tell our story and get people involved.”Aaron: There are so many people who have stories, but they don’t document or share them. If you’re not writing, publishing blog posts, or even journaling, you’re going to regret that in the future. Brian, you’re going through a period in your life where you’re trying to start a company and you’re documenting the process so anyone who’s interested can hear it.12:43 Aaron: You’re seven episodes into your podcast so far. Do you have a background in working with audio?Brian: No, but in high school I worked a little bit with video. That really helped. I haven’t done anything with video since then, but I always think I can teach myself anything, and anyone can learn. It’s easy these days with all the tools and resources online. You just have to start.Getting a Team TogetherAaron: You’re trying to build a team to help you create this podcast app. How’s that going so far? I know you’ve been struggling to find a new CTO.Brian: We had an interesting process of getting a team together. As a non-developer, it’s always really hard to get developers on your team. It’s the #1 goal of your life. You don’t want to hire people from other countries because that never really works out well, and great developers always have jobs and are very expensive. Sometimes it seems like there are no options.Aaron: Do you have funding or enough money to pay a full-time developer’s salary?Brian: Well, Troy has a good job, so he’s busy all day and he has some money, but we’re not paying anyone. We have to find people who are in it for equity. Our next episode is about this crazy battle with some teens in the Philipines that have my Twitter handle (we’ve been in this crazy journey for nine months trying to get it back from them). After that, there’s going to be an episode about getting our new CTO.Aaron: I usually want to be paid for work I do, but at the same time, when I started editing podcasts, I was working for free. I started a podcast with some people I knew online and they needed someone to edit the show, and because I was interested in becoming a podcaster and podcast editor, I was willing to do the editing without getting paid. I’m glad you found someone though, because that can be really hard. Did he listen to your podcast?Brian: He didn’t initially, but the fact that we had a podcast helped. I could point him to it so he could see we were legit. But other people who listen have been getting in touch. There’s another developer who wants to join who happens to be in LA who found us by listening. That guy just wants to be part of the journey. It’s huge, having a podcast has been great.Share Your MistakesAaron: It’s one thing to be a stranger randomly emailing people on the internet saying, “Hey, help me with my project.” It’s a whole different thing if you open up and you share your journey, what you’re struggling with, who you are, and where you’re planning to go—sharing your story rallies people around you. This is not just for startups or businesses. You will make connections and people will find you. You’ll build a community.People will reach out to you if you take the time to share your story.Brian: Looking back, I can’t imagine not doing a podcast. There were different routes to go down and it was important to us to share the shortcomings and the mistakes. We didn’t want to be startup bros saying, “We’re killing it! This is going awesome! Everything we’re doing is cool!” I edited the first episode and people don’t realize I left all the bad parts of the pitch. I made it sound worse than it probably was.Aaron: So you went to pitch an investor. You recorded the conversation and included it in the first episode of your podcast. You left the rough parts in because people relate to struggles—winning all the time isn’t interesting to most people. The first episode really grabbed me and I’m pretty picky about podcasts. I’m choosy about what I listen to and I really enjoyed your show.Brian: I’ve only had one bad podcasting experience. All the other podcasters I’ve talked to have been amazing. This one guy thought I was the worst sales guy ever because he listened to that first episode and he heard me stumbling my way through that pitch. When I was interviewed on show, he said, “So, you’re the worst salesman ever. What do you do? You don’t build the technology and you couldn’t even get through a simple sales pitch.” I guess he didn’t realize that I edited that episode and chose to put that stuff in.Aaron: Did you find it hard to put out those imperfections and mistakes?Brian: Yeah, I regret it sometimes. I worry that it makes us look like idiots. There could be VC’s listening and they might be discounting us now. It might make a better story, but I might be losing my chances at investment. Sometimes I wonder if I can pull the episode, re-edit it, and put it back.Get UncomfortableAaron: You told me on the phone the other day that you’re trying to get on Planet of the Apps. Can you explain why and give a brief overview of what that is?Brian: Apple hasn’t released all the details yet, but they’re producing a show with some big names like Will.i.am, Gwyneth Paltrow, and Gary Vaynerchuck. They haven’t told us the exact format of the show, but it sounds a little bit like Shark Tank, or a reality show about app developers. The developers who are accepted to the show get access to mentoring, funding, and marketing and promotions.Aaron: It sounds like a great opportunity for you. So you drove across town to audition?Brian: Yeah, there was an event. Will.i.am was there and he talked about what he wanted to see. There were a bunch of casting agents there. There was this one casting area that no one was paying attention to. Everyone was wanting to talk to Will.i.am or nervously milling around, and I told my partner we needed to just charge these casting guys. We needed to sound like we had something really cool, and eventually we did that.We found the lead casting agent and got him to sit down with us. We said, “We’re building something cool. Podcasts are awesome.” He didn’t listen to podcasts, so we had to make sure he knew how big podcasts are. We told him, “They change peoples’ lives, and we’re going up against Apple, who has their own podcast app already. This is good tv! We’re taking on Apple and we’re already doing a podcast about us building this app.”He said, “I’m going to skip you ahead of the casting process. Make me a 10-minute video.” So we made the video and they emailed us the next day and wanted headshots. They wanted to see the app, but I had to tell them it wasn’t ready yet. We’re hoping to hear back from them soon.Aaron: The takeaway here is that you could have just said, “Our app isn’t ready yet. We’re probably not going to win this,” and you could have stayed home, but you drove across town and you showed up. You tried to talk to people and make stuff happen. I just wanted to highlight that.It’s important to go make things happen. Don’t wait for good things to happen to you.Brian: There was as a specific moment where we were nervous and it could have gone either way. We had a choice; either just turn in our 1-minute audition video like everyone else and hope we’d get noticed, or go talk to the casting guy and try to make something happen. I’m happy we chose the latter.Aaron: It’s scary, but if you’re not uncomfortable, you’re not growing.What’s Next for You?Aaron: What do you see in the future for yourself and your startup?Brian: We had a few hiccups, but now we’re finally moving and things are back on track. Our overarching goal is to make podcasting better for everyone. We’re working on an app that brings the content right into the app. For example, you’ve got show notes and you send people to your site, but not everyone is going to do that, so we want to put that stuff right in the app.It will show the visual content, photos of guests, promotions, links to your products, etc. It’s all right in the app. We’re also working on discussions and comment threads.There are different comment areas on the internet that aren’t so great, but podcasts audiences are passionate and enthusiastic. It seems to me like the best place to have discussions.Aaron: Having the ability to have a discussion about a podcast episode and go back and forth with other people inside the app would be really interesting. It sounds like you’ve got a lot of work ahead of you, though.Brian: It’s just the beginning, but I think we’re positioned in a good way. All of my team members have their own jobs, which could be seen as a down side, like they’re not focused or it’s not a career, but that’s what’s going to help us last a long time without investment. We’re going to see what happens and get advice from the community we’re in to see what features they want. It could take years, but I’m ready for that.Aaron: It make take even longer than that, but you’re learning in the process. You’ll make some mistakes but you’ll document them for others to learn from, which is great.Q&A:Alex Castro asks: “Should I document the development of my brand, maybe on YouTube or a blog instead of podcasting? Sharing the journey as I go seems super scary.”Brian: It is scary. YouTube might fit better if you’re doing a lot of visual things or if you’re already good at doing video. Why not? It will be scary, but you’ll realize that it doesn’t really matter. I’ve had 99.9% positive feedback, except for one weird guy on a podcast. He was just a hater who hasn’t really built anything of his own.Aaron: Alex is a phenomenal visual designer, and I think sharing your story in a video format or blogging with pictures is fine. The lines between blogging, podcasting, and video are all starting to blur for me.I’m starting to think of these just as sharing a message or telling a story, instead of separate things. They are separate things, but if you start off by writing a blog post, you’ve got words that can be recorded and that’s a podcast. Or you could record a video of yourself saying those words. There’s different formatting and editing you can do, but it’s really all the same thing.Podcasting, producing video, and blogging all come back to opening up, sharing your experiences, and telling your story.That’s how you build community. That’s how you attract like-minded people and make friends. Opportunities will come from it. Even if you don’t think you have an interesting story yet, start telling it. You’ll find your story if you dig.Brian: Just start doing it. It took us a few months to put everything together before we even went live with it. You figure it out as you go and you write ahead. No one has ever regretted putting their story out there.Links:Podcast: https://podcastingwithaaron.comTwitter: https://twitter.com/aaronpodcastingYoutube: https://www.youtube.com/aarondowdBlog: https://www.aarondowd.comRecommended Gear: https://kit.co/podcastingwithaaron

Heyang: In the beginning of 2016, the latest ear worm called 张士超 has gone viral. Why is it so popular? 2016年刚到，一首《张士超，你到底把我家钥匙放在哪里了》成为了称霸社交媒体的新神曲，为什么这首神曲会这么有人气呢？So just to give everyone a feel of what we are talking about, let&`&s put that earworm out there for you to have a listen.神曲Laiming: It is not as bad as I would think of a Shenqu.Heyang: Why do you hold that prejudice against Shenqu?Laiming: Because I tend to believe there is certain stigma attached to the word Shenqu in Chinese. There is an element of shock related to the songs.Heyang: And often it is a little bit more like grassroot originated, so look at the previous examples like 小苹果, Little Apple, or 最炫民族风.Laiming: Oh...Don&`&t get me started on that.Heyang: Yeah, so I guess this one is a little bit different, and I happened to had a little chat with Brian right before the show and he seems to have a lot to say about the difference.Brian: It is different, but before I want to talk about this, I want to say in general, popular culture is not very good. Most books, movies, TV shows, etc, are just not a very good quality. And so when you are dealing a new hit song, it may be popular, but most of the time, it is just not especially good, and often very stupid as we&`&ve heard here.Heyang: But good, stupid, those are all adjectives subject to interpretation. What is it about this song that do you think has made it gone viral in the first place.Laiming: I think it must be the element of contrast. We know that this happens after a concert on "A Tale of Two Cities." It is supposed to be a classic, and right after that, as an encore song after that concert, the Chorus came back to the stage as presented a quite original song, and the song depicts a rather simple story about someone who is locked outside his own home because his roommate has misplaced the key. It is a simple narrative, I don&`&t think it is stupid, it is just simple and plain.Brian: It is quite a tale though, because it talks about how he&`&s got home and no key, his roommate is not there, and he just goes kind of crazy, calls him 26 times as we&`&ve just heard. It is rather out there and over the top in a lot of ways. And not only is we have this simple narrative, it seems very simple but it is paired with this music which is so dramatic. You know, it has the kind of Church, Latin, kind of chorus-sounding thing there, which you&`&d expect for like a hymn in a church, or a very kind of high, formal sort of ceremony. And yet it is Laiming said, it is this contrast with this very ordinary sort of story that&`&s going on.Laiming: So you don&`&t like that contrast?Brian: I think it is fantastic!Heyang: It certainly is something new and I tried to draw up a comparison with some of the previous ear worms, or Shenqu, and it is very different. The only similar part is that they are all popular and it gets stuck in your head once you&`&ve listened to it. And here, there is also Latin lyrics that&`&s been put into a song like this, and it is a completely different flavor.Laiming: Please don&`&t compared it to 小苹果 or 最炫民族风, at this story, it makes sense. In the first stanza, it describes how this Mr. Jin is so anxious about not having the key, and a second part is, he&`&s looked everywhere for the key, and the third part is a description of his environment, it is cold, it is windy, so he is suffering a lot, and the last part is when he grows so desperate, he thinks: Okay, fine, just enjoy your date with this lovely girl, I&`&ll just go and make my own key.Brian: Make ten of them.Laiming: Yeah, so this whole story makes sense. It is at least logically complete. You can&`&t just compared to 小苹果, that&`&s just vulgar.Heyang: Oh...Brian: No exactly, like this could work on its own like a fun little poem or whatever. While most of these other Shenqus, if there is no music there, you&`&d be looking at it, thinking: Why am I reading this? The core of it, that little story, is amusing enough on its own.Laiming: And very descriptive.Brian: It is, exactly. And they pair it with this with, again, this very dramatic music. But the music changes. Part of it sounds very serious, and then part of it, it is like self-mocking in its seriousness. It is very funny.Heyang: And I like the contrast like you guys have pointed out. And a lot of poeple have been talking about what kind of songs get popular, what kind of songs can be titled as an ear worm. And this one has earned that title. But as we&`&ve talked about, it is very different. Do you think that we are seeing something changing in popular culture that maybe people have an appetite for something that is considered a little bit more high-brow?Laiming: I doubt the change will be that dramatic. If we look closer to the story, we&`&ll realize that this has to do with the fact that the song, before it was sung actually, it was forecasted on the Wechat account of this concert. So it may come as a bit of a promotional stunt for this new concert, it conforms with the style of language that you often see on Wechat. Heyang: With a song like this to be popular, it cannot be done without the help of new media.