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This is a throwback episode with Brian Hales from 2017. Brian is the author of Joseph Smith's Polygamy, Volumes 1-3, and it's just in time for the Journal of Mormon Polygamy Conference this weekend at the University of Utah. Check out our conversation.... https://youtu.be/WVs0ypGKq5o Copyright © 2025 Gospel Tangents All Rights Reserved Except for book reviews, no content may be reproduced without written permission Canadian Polygamy – Should it be Legal? The Interview GT: Well I'd like to welcome everybody out here to Gospel Tangents Podcast. I'm really excited to talk to Dr. Brian Hales. He's the expert on polygamy, or one of the experts I guess. I'm grateful to have you here and thank you for letting me take some of your time today. Brian: Rick it's really a privilege for me to be here. GT: Well thanks. One of the things I'd like to do is to introduce you to my audience a little bit. Typically I try to talk to a lot of historians who are doctors but you are the first physician, although I have talked to a physician's assistant as well. Could you tell us a little bit about your background, even in medicine? I think you're a Utah man. Is that right? Brian: I am actually. I went to Utah State, grew up in Logan and got a medical degree from University of Utah, so I have a little bit of the Ute blood in me as well. GT: Aggie and Utah, ok. Brian: Aggies primarily. Then I had a member of my family who was involved with Mormon fundamentalism and that kind of steered me over into thinking about polygamy. This is back in 1989 so it's been quite some time ago. At that point I was in a residency for anesthesia and I do tell people that my books are part of my full anesthesia services. You've probably heard me say that joke, but I got interested then in Mormon fundamentalism and published a book, co-authored a book in 1991 dealing with that topic but then later a couple of other books. People were asking me about Joseph Smith's polygamy, and I didn't have answers and really I would argue none of the books did. Todd Compton's book has some things that were very helpful but he had written biographies and it wasn't focused specifically on Joseph, so there was still a lot of room for research and to also try to figure out some of the historical aspects that really were just big question marks I think in a lot of people's minds. So in 2006-2007 I hired Don Bradley who is a dear friend but also a remarkable researcher and he went out and did a lot of research for me, gathered documents, and I told him to get everything: anti-Mormon or supportive, whatever he could find. We wanted to get every known document, and it was interesting because after we had been going about six months, it became obvious that if we kept going, eventually we would be able to put either a transcript or at least a reference to every known document on polygamy within the volumes that we were putting together. So we got kind of excited about that but that was mostly Don Bradley's work. But his help, I put together three volumes (vol 1, vol 2, vol 3) on polygamy. There's been a few new things come out. This was in 2013 that they were published, but not a lot has come out but a few very important things that we can talk about. GT: Yeah we'll definitely want to talk about that. Well great! I'm glad you talked about how you got interested in fundamentalist Mormonism, I guess. There are different branches. Could you just kind of briefly give a sketch of the main ones? I guess we've got the FLDS, AUB. Are there any others? Could you give a background on Mormon fundamentalism? Brian: Well do you mind if I just talk about what's going on in Canada right now? GT: Sure, that would be great. Brian: I just got back last week, it was a week ago today from Cranbrook, [British Columbia,] Canada. That is where they are holding a trial right now for two leading polygamists: Winston Blackmore and J...
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.
In this episode of The Building Texas Business Podcast, I spoke with Brian Freedman, president of the Bay Area Houston Economic Partnership, about the region's economic development. We explored the five major industry clusters shaping the area: maritime logistics, aerospace, tourism, healthcare, and petrochemicals. Brian shared updates on aerospace innovations at Ellington Field, including projects by Intuitive Machines and Axiom, while highlighting new opportunities in defence manufacturing. I learned about Project 11, an initiative to expand the Houston port's capacity for larger vessels. Brian explained how this infrastructure project connects to the broader transportation network, particularly the role of trucking in regional commerce. We discussed how the partnership works with legislators and industry leaders to address challenges like insurance costs and maintain economic momentum. The conversation shifted to leadership approaches and team dynamics in Texas business. Brian described how maintaining diverse projects keeps his team engaged and motivated. We explored how the Houston area supports entrepreneurs through community partnerships and mentorship programs while adapting to technological changes like AI integration. Our discussion wrapped up with a look at workforce development in the region. Brian explained how educational partnerships are building talent pipelines across industries. We covered the importance of aligning training programs with business needs while fostering collaboration between municipalities, educational institutions, and industry partners. SHOW HIGHLIGHTS In this episode, I spoke with Brian Freedman, president of the Bay Area Houston Economic Partnership, about the economic development in the Houston Bay Area, focusing on the recruitment, retention, and expansion of primary employers. We discussed the significant industry clusters in the region, including maritime logistics, aerospace, tourism, healthcare, and petrochemicals, and their impact on the area's economic growth. Brian highlighted developments at Ellington Field, including contributions from companies like Intuitive Machines and Axiom, as well as the emerging opportunities in defense manufacturing and procurement. The episode explored the scale and impact of the Houston port, emphasizing Project 11's role in expanding the port's capacity and the importance of logistics and innovation for regional prosperity. We delved into the leadership style necessary for motivating teams and managing diverse projects, underscoring the Texan entrepreneurial spirit characterized by ambition and a collaborative approach. Brian shared insights on the vibrant business ecosystem in Texas, driven by a skilled workforce, affordability, and a supportive community fostering partnerships and mentorship opportunities. Finally, we addressed challenges like insurance costs and the importance of regional solidarity, as well as efforts to mitigate natural disaster risks and promote responsible development in the area. LINKSShow Notes Previous Episodes About BoyarMiller About BAHEP GUESTS Brian FreedmanAbout Brian TRANSCRIPT (AI transcript provided as supporting material and may contain errors) Chris: In this episode you will meet Brian Freedman, president of the Bay Area Houston Economic Partnership. Brian shares how his organization works to recruit, retain and expand primary employers in the greater Houston Bay Area region. Brian, I want to welcome you to Building Texas Business. Thanks for joining us today. Brian: Hey, thank you, Chris. Honored to be here and great to catch up. Chris: Yes, likewise. So let's start with you. You're the president and the organizational name's kind of long it's Bay Area, houston Economic Partnership. Tell the listeners a little bit about what that organization is and what it does, to kind of put the rest of our conversation into context. Brian: Sure, so BayHEP is the short version of it. So we're the Regional Economic Development Group and kind of the, as I like to say, in the Houston-Galveston region. We're three o'clock to six o'clock on the watch, face right. So we kind of go out 225, all the municipalities and cities going out east and then going down south 45. We go a little west of 45, but really that 3 o'clock to 6 o'clock and we're really focused on how do you recruit, retain and expand primary employers in the region with the idea that if you can get great companies located here and have a group of industry clusters that are cranking away every day, that we can have a great place to live. We have great involved residents that are in this area and opportunities for the folks who live here and kind of build what the future will look like for this region. So a lot of good stuff going on and, happy to get into that a little further, we do economic development, recruitment, retention projects. So how do we get companies here? We do some grants and then we're a membership organization is how we're funded. So we have about 300 members, 19 municipal members, Harrison-Galveston County, the port, the airport system. It's really how do you get the leaders of a region to work together to advance what we're doing here. Chris: Wow, I mean that's it sounds like it's easier to say and harder to do coordinating that many organizations and trying to get everybody pulling the same direction. Brian: Yeah, it's a lot of fun and we get to work with a lot of great folks. That's how we met Chris, is that, you know, through some of our mutual connections. But yeah, you know, it's really when you can get generally like-minded folks thinking about what the future of a region will look like and pretty aligned and working towards that effort, it's more of a well, it's just fun and you can create a lot of impact and we're seeing that and I'll be happy to dive into some of the specific projects we're working down here. But I mean, you guys do it too at Boyer Miller. Y'all are working with clients all over the spectrum of types of industry and you have to adapt to what's coming up, what's at you, and be ready for that kind of stuff. Chris: Yeah, no doubt. So yeah let's jump into some stuff. Let's talk first, because when I think of your area, obviously the first thing that comes to mind is NASA and all that's going on around that, and that leads me to technology and innovation. So what are some of the emerging technologies or trends that you're seeing that are kind of helping shape the future of Texas and kind of the business opportunities, at least in your region and for Texas? Brian: Yeah, so I call it kind of the big five on the industry cluster. So everybody thinks about this area for NASA, which we love right, because it really is a crown jewel out here, but I call it the big five right Maritime and all the associated logistics with the port aerospace and aviation, so nasa, but also the great work that the airport system is doing with ellington and hobby, tourism and recreation, health care and all the hospitals that have campuses down here, and then specialty and petrochemical and the energy industry partners and every one of those ecosystem has a ton of stuff going on. So I'm happy to talk about some of those more granular. But a couple of observations. One is that often overlooked in this community and really an asset to the greater Houston region is Ellington Field, ellington Airport, the Spaceport and, if you haven't seen or heard about it, the work that's going on at the Spaceport. They have three new beautiful buildings. One is occupied by Intuitive Machines who just put the first commercial lander payload on the surface of the moon. One is occupied by a company called Axiom that's building the next generation of commercial spacesuits and the next generation space station, and Collins who do spacesuit design in our building and maintaining the current spacesuits. They've set up huge facilities down there and so new stuff coming on. But I'm equally excited about just across the runway is the 147th Reserve Group. So there's a reserve unit out there, a reserve base, and the defense opportunities are pretty exciting. So that's highlighted by the 147th. But almost every branch has a reserve unit out there, save the Space Force, and we're working on that. And so the opportunities with defense manufacturing to come out to do more work in Houston and some of their innovation units and, as mundane as it sounds, some of the procurement opportunities, because when it comes to contracting, having a group of folks here would be a great opportunity for Houston businesses to then pipeline the work that they're doing into the broader defense industry, which can be really exciting. One other thing I'll mention, chris, is if you just look at the path of predictable growth for Houston, right, it keeps going out and we see that on our freeways every day. So there are growing pains that come with that, but for our region it's that steady march down Interstate 45. And so while Clear Lake Lake City are starting to get to fully built out and we're looking at what is the next generation of building look like, what's redevelopment look like For communities Dickinson, hitchcock, santa Fe, to some extent Texas City. Although they've got quite an industrial complex too, there's still space, and so it really brings up the opportunity of we can handle big projects, and whether they're industrial or tourism, there's a lot of opportunity that comes with that. And so, as folks you know, as we get built out further and further, those cities that were, they've always been important cities for the regional ecosystem, but they become major players, and so it's exciting to be able to work with them on that stuff. Chris: Sounds like a lot of opportunity for real estate development. Both residential, retail, commercial, industrial kind of all sectors are going to be playing a big part in that ongoing development in your region. Brian: Exactly right, and part of the the fun part is, you know, every municipality has different targets of what they view their economic development to look like, and so we get to work with all those cities where some may be really focused on industrial, some may want to be bedroom communities and be focused on residential. Our task is to support those municipalities in this region and identifying good players to bring to the table. So who are people that we do want to partner with that can follow through on the projects that can complete them and make them successful? Chris: That's great. I think I saw recently in the news the state of Texas, I think it's had something along these lines, but it's like a fund for the space-related projects and I know I don't know the name and you'll help me with that, but I seem to recall the governor being in town and making some big announcement right after the first of the year. Tell us a little more about that. Brian: Recall the governor being in town and making some big announcement right after the first of the year. Tell us a little more about that, exactly, right? So last legislative session, primarily spearheaded by State Representative Greg Bonin, who's also a Princewood resident he's a neurosurgeon by day and State Representative Chairman of the House Appropriations Committee during the legislative session he had this kind of vision of how does the state become a major player in the aerospace community. That's been primarily a federal and private industry ecosystem and so under his vision and with support of the state legislature and certainly the governor, they put a bill that kind of outlined a direction for the state to engage and the resources behind it. It does a couple of things. One was it allocated about $200 million that would go to Texas A&M to build this A&M Space Institute, and they've actually located that property. It will be built on the edge of the campus of Johnson Space Center, so for those familiar with this area, right on Saturn Lane. $200 million building and, as A&M's laid it out, it will have a giant lunar rock yard and a giant Mars rock yard, with the idea that everybody who's going to be doing hardware testing to send vehicles to the moon or Mars is trying to figure out where they're going to do that testing. And it's very expensive to build, obviously. And so companies are making the decision whether they're going to build that themselves and own it or go lease it somewhere. And if they're going to lease it, where do you go to find a giant brockyard to simulate the surface of the moon? And well, the state of Texas answered that question. So what was so unique about that vision was that everybody who's in that ecosystem now wants to come through Houston Texas to do that work. And so with that comes the. You know they'll be have their lab space there, but they may need offices, they're going to be hiring people, and so you know it really is an exciting project. They had their groundbreaking right at the end of last year. I've seen surveyors out there and they think they're going to have it open in 2026. So an aggressive timeline to get that bill. The other part to that bill was they appropriated $150 million for a grant program to incentivize sort of space leadership projects in the state of Texas, and so they have to set up a whole, basically administration portion of this. So they selected nine individuals to serve on the Texas Space Commission who will review those proposals and evaluate them and make awards. Who will review those proposals and evaluate them and make awards, and then they'll also help advise the state on how they can keep their leadership position in the space industry. The first of those awards about 20 million were released a little over a week ago. A couple of them were studies for best use for really cool stuff hypersonic corridors where to be landing sites. And then another one that is to build assets and capabilities for the Space Force in El Paso to have more of a Space Force presence in the state of Texas, which is pretty exciting. So I'm optimistic about what's to come for them. Chris: Yeah, that sounds very exciting, especially the concept of the $200 million grant to A&M and what that will do to attract other businesses that might relocate somewhere else and bring them here, and then all the ancillary things around hiring and jobs et cetera. So that's very exciting news and I think it'll be just around the corner. Let's maybe talk a little bit about. You mentioned Maritime and the port, and most Houstonians People know the Houston port is a significant asset for our area. Anything going on there that's new and exciting, any kind of innovation that you see when you're working with those entities and, I guess, the port authority itself. Brian: Yeah, well, maybe the first thing when you talk about the port is you're absolutely right just how important they are to this well, to all of Houston, but to the country I mean. The scale of the port is hard to appreciate when you just look at the numbers. But the numbers are just staggering. The amount of capability that comes through there and the innovation really is on the logistics and management for how they move, whether it's container, you know, container containers, the container terminal organization and how that whole orchestra is operated, and the capabilities from there is that the crane's getting stuff unloaded, then onto the trucks or rail or whatever. The mechanism to get it out and then get it distributed to wherever it's going is pretty incredible, and so we're fortunate to have them. We just hosted the new port CEO, charlie Jenkins, who's a phenomenal leader, has a career in service of the port, is the right guy to lead that organization into their next chapter. But he made this comment kind of in passing that the port's operations are about a $3 billion a day operation, you know, and you just go like a day of economic impact that go into that. The scale is really something impressive and that's all the trickle out and secondary effects. But it's amazing, the big thing that's going on with them right now is Project 11. That's the deepening and widening of the channel that'll allow additional capacity to go in there, and it's really writing the story for what the next chapter of the port's future is and Houston as a trading hub is, and so it'll allow for larger ships to come through. The additional investments they're making will allow faster turn and movement of all the goods that are on there. So a lot of good stuff going on. I guess the last thing I'll say is anybody who's driven 225 sees all those trucks and I drive it pretty regularly and see that too and as much as nobody likes driving next to a giant 18 wheeler, every one of those trucks is jobs and prosperity for our region, and so the next time you're driving there and you see a hundred trucks going down 225, that's our economic prosperity moving around our region and, candidly, around the country. It's good stuff. Chris: It's a good point. Yeah, I mean it's. You wouldn't want the roads to be empty and no trucks moving. I mean that's not a good sign. So feel blessed that we have all that you know in our area and driving all kinds of different prospects and opportunities for people. So when you are working with, let's talk a little bit about these member organizations and all the different moving parts you know what are you doing? How do you, I guess, keep things organized and people kind of moving in the same direction? Just, I would think that in itself is a full-time job. Brian: Yeah, it's a lot, but you know it's good stuff. I guess I'll start with a phrase that I kind of live by, which is we have a lot of stuff going on and so we'll find something to get on about. Right, we can always find something to work together on, and so, if you kind of start with that attitude, there's a lot of common issues that really require a lot of work but you can get maybe not perfect alignment, but general directional alignment. And so you know, one of the big issues we're working with right now is insurance. Right, we're all dealing with it. I'm sure you've gotten your insurance bill, but whether it's home or your business insurance, all those things, and so you can find a lot of commonality and ideas about hey, how can we work with our state leaders, potentially our federal leaders, with the insurance companies themselves, to try to manage the cost of doing that and find ways could it be grouping, doing kind of what they do in medical where you can have these larger groups or other mechanisms to try and help mitigate some of the costs? For that I'm getting a little granular, but you can find these little pockets where you can go move the ball down the field and get general alignment and so we spend a lot of time doing that. But we are very fortunate that our membership and generally this is kind of a Texan spirit type thing is hey, how do we go get some stuff done? Right, we want to go work on some stuff we want to go work on together. Generally it's a rising tide mentality and I spent a good portion of my career in industry and there are times where we compete like crazy and that's fun and, you know, makes great products and great opportunities for our customers. There are a lot of times where we need the tide to rise and finding alignment about that we try to be an outlet for that and keep things running. Right Is that we have not a big staff but a staff that can help make sure that. You know, our members are doing a lot of this stuff as volunteers, right, but they're bringing ideas to the table. So how can we make sure that they're staying engaged, that we're checking in on them, that we're helping carry these things and that we're creating a forum to have the right discussions and bring leaders together so we can invite in elected officials over relevant stuff, the right industry players, and bring them to the table and figure out what we can do, and then I guess the last thing I'll say is that manifests itself. We have a very active state legislative agenda. That we're going to be spending a fair amount of time in Austin, federal priorities. That we work with our congressional delegation and then very on the ground working with our municipalities and all the companies that are out down here to make movement. Probably talk all day about little one-offs. Advert Hello friends, this is Chris Hanslick, your Building Texas business host. Did you know that Boyer Miller, the producer of this podcast, is a business law firm that works with entrepreneurs, corporations and business leaders? Our team of attorneys serve as strategic partners to businesses by providing legal guidance to organizations of all sizes. Get to know the firm at boyermillercom. And thanks for listening to the show at boyermillercom. And thanks for listening to the show. Chris: Well it is. You know legislature is in session, so I know that creates a busy time for you. You talked a lot about some of the opportunities and I hope we can talk some more about that, but I do want to ask you at this point what are some of the headwinds that you see you know this region and specifically kind of where you are. You know that could be out there. That you see you know this region and specifically kind of where you are. You know that could be out there that you've got to try to deal with, to get ahead of or navigate through. Brian: I'll start with. It's a great time down here. Just the way that each one of those big five industry clusters is going about is that it's a. You know they're all doing well and have a lot of opportunity that's on the horizon or that they're in the midst of right now, but certainly you know, a few headwinds. One of the things that we're always worried about and we work actively is just natural disaster flood mitigation and storm surge and making sure that we're resilient and prepared for the future, and so the risk from some incident happening. I'm more excited to talk about, when it comes to that, all the things that we're doing to mitigate that. In terms of flood mitigation, the coastal barrier protection work that we've been spending a lot of time on. That's the Ike Dike. It has a lot of names, but most commonly known is that but a system to protect us from storm surge. So one is the risk of natural disaster I don't like it, but it's a real thing, right? The second is that we're in the you know how do we have responsible development? And so when you have a project that comes online, there are, you know, reasonable concerns from citizens saying, hey, is this the best thing to be doing with this piece of land, and so anytime you're talking about a development that's going to take a field and turn it into a thing, people get concerned about that and that's perfectly reasonable for them to be concerned and want to do that. And so part of what I spend time doing is addressing like, hey, here's why this is worthwhile, here's why this funds your local municipality and build more parks so we can have the resources and the tax base that justify expenditures that come elsewhere and make through that. But just the ability for the public's ability to impact development, as it happens, is important. But for them to do that knowing all the ground truth, knowing what the trades are and understanding that, so that if they are concerned about something that they come with that from an educated knowledge base and so that's out there. And then I certainly don't want to get political, but anytime there's an administration change, there's just priorities that get changed. And so we're still waiting to understand all of those. We're kind of watching how things are shaken out in Washington DC and we'll adapt and make sure that we're doing everything we can to put our region in a great posture with whatever those priorities are at the end of the day. Chris: So yeah, to that last point where you're kind of right in throws that change. Right now that's happening pretty fast, so you got to stay on your toes. Let me take you back to the Ike Dike, because that you know something to get after Harvey. Hurricane Harvey got talked about a lot. You don't hear much about it anymore. Any kind of updates for the listeners. That might be curious. Is it really going to happen and, if so, what's really going on down there to make sure it doesn't happen? Brian: And if so, what's really going on down there to make sure it doesn't happen? Yeah, so it's still moving along, you know, and with some enthusiasm. So a couple of big milestones. One is that in December of 22, it became a formal project of the US Army Corps of Engineers. It was authorized by Congress as a project, so that says, you know, they can now go focus on that. And so the next big question becomes how do we pay for it? To answer that, the state stepped up in a big way in the last legislative session and they had previously formed what's called the Gulf Coast Protection District. That is the local entity for that project. That will work with the US Army Corps of Engineers. So that group exists and has monthly meetings. They actually have an office in our suite. We lease an office to them them and they have their meeting in our conference room two out of every three months and then they do a rotation on that. Third, and they've been funded to the tune of about a half a billion dollars from the state of Texas. So they're ready to take significant action. We've been working with our federal partners about identifying where the big dollars come from for that project. It's going to be expensive and it's going to take a long time, but it will be likely done in phases and so that allows it. Where you don't need this one giant tranche of money all at once, you can do it sort of in a series and address the most important aspects of that, like the gates, some of the initial most highly populated areas, in phases. But we got to get federal appropriations for it. So in addition to the state entity being in our office, actually the US Army Corps of Engineers is on the fourth floor of this building and so all of the players for that project are in one building in our area right here, so that when what I'm hopeful for is if Corps moved in about six months ago, anytime an elected leader wants to come down and meet, they'll get every leader for that project in the same building and often meeting in our conference room or one of the core conference rooms. But a lot more can get done. There's sort of the opportunity for water cooler conversations between the state and the fed folks, and so I'm optimistic that the cadence just from that proximity will be helpful to that effort. Chris: Very good, that's good to hear. Let's change conversation a little bit. So, as I said, you're the president of BHEP. You mentioned your staff. Let's talk a little about leadership. How would you describe your leadership style and how do you think that's evolved kind of as you've been in this role? Brian: Yeah, well, I don't know that I can quantify terribly well, but I'm a kind of hey, all hands on deck and let's all just lean into wherever we're going. Right, and I kind of have that expectation of our team that we're have a clear set of priorities generally around the growth of this region and the projects that we're undertaking and that we're just leaning into them all the time and focusing. That I've been. You know I love getting down and into projects and so that's as I've been on this journey. That's been one of the big focus points to me is that you know you need a team to get this amount of stuff done and the size of these projects and the scope and so the ability to trust in the team and lean on them and let them go run with the ball is really important. I've been extremely fortunate that we have a great staff and we have a great membership base that we can lean on to help go bring those things to fruition. But it's a lot of fun coming to work. I think the team has a great time and enjoy the work that we do and you can see the difference that we make because there are buildings. We can point to that, wouldn't, you know, if not for the work of us and the leaders in this community wouldn't be there, and I'm looking forward to seeing that one on Saturn Lane with giant Texas A&M buildings sticking out of it coming through. Chris: It sounds like it's going to be impressive with the rockyards and all. But, you know, it made me think, though your team has a lot on its plate, I would think at times it may feel overwhelming. So, you know, what do you do to kind of help keep the motivation and keep the energy level up for a team that probably, at some points is, you know, starting to get to the end of the rope or run out of gas? Brian: Yeah, diversity of projects and lots of different stuff to work on. I'm guessing and actually I'd kind of turn that question on you, chris, because I can only imagine the type of stress that you guys live under, especially working big cases and big projects. There's one part that is, hey, we're just all in this together, right, and the esprit de corps that comes with. We're tackling big projects and that's just part of what comes with it. But there's another part where you just need to shift gears for a little bit and work on something different and give yourself a little recharge time. But how do you guys deal with it? I'm curious how? Chris: Boyer Miller, yeah that's a fair question to turn around on me. I would say it's similar. I think it's. You know to me that you can't underestimate the power of a team and if you have the right people on the team, there's some self-motivation just within that group, Right. And then I think it is the. We are fortunate to have very diverse type projects. We practice in all industries. So we may be doing a, a deal or a project, but it's in a different industry and there's different nuances that make it exciting. And at the end of the day I think it's the one point you highlighted on you can point to something and we're helping clients achieve their goals. So we can, you know, point to a deal that's been done or, you know, maybe it's a merger of two companies, or one that's grown and now has a new building and doing whatever. But you can point to those successes that you, where you've helped the client achieve, you know something really big for them and their business and their life. And so I think all of that continues the motivation. Yes, sometimes at the end of a big deal, you need just a little bit of a breather, but you just jump right back in and get going. So it makes it fun. Brian: Well, if you'll let me share. So you and I first met in person, had an opportunity to meet at one of your big forums, and that was a bunch of your customers and clients were there, and I love meeting new folks, as you probably saw, and I you know, walking around just saying, hey, I'm Brian, what do you do? And almost every one of them I would ask like, hey. So how do you know Chris, how do you know this group? You know, have you worked with them? And they all had a story. That was exactly that. You know, whatever thing it was that you helped them. We did XYZ project and it was awesome. We use them all the time for all these things. It was just very striking how passionate your customers, your clients, are with the help they've gotten from you guys, and so, anyway, that is extremely commendable and what I've seen from your team has just been amazing. Chris: Well, I appreciate the feedback. It's always good to get that, especially from different sources. So you know, like I think, we're always trying to create raving fans so that they'll keep coming back and tell their friends. So you get a unique seat and I think it's similar. You kind of analogize back to us. I think we get a unique seat to work with Texas entrepreneurs, and that's a pretty cool thing to do, in my view. What's, what would you or how would you describe the Texas entrepreneurial spirit if you could, based on your experience? Brian: Yeah well, I'm a native Texan. I have this hypothesis that part of the reason we're such a proud bunch is that when you go through I don't know if you grew up in Texas, chris but then also this sense of like we can do big things and big audacious things and we can make big asks and ask big questions and go get it done. And so we see a lot of that down here. And so you know, if you were sitting in I'll make this up Iowa and you said you know I want to have a space business and we want to go put hardware on the moon, and you know your neighbors would look at you and kind of scratch their head and in Texas they'd go oh yeah, that's intuitive machines and they're down the street, you should go. You know, go talk to them. They'd love to work with you. So that kind of spirit is really something special. When I was in industry I traveled all over the country working projects. There's something very special about this region, this community, this state, and that translates into why people want to come here. You know we keep Texas and Houston keep winning all these awards for business, new businesses coming here, people moving here, and that's not by accident, it's not by coincidence. It's because we have a great, great story to tell, whether that's workforce and the capabilities, the affordability of being here, the caliber of people you can work with and who your competitors are, and the level of intensity in the game that we play here is high and that creates the right ingredients for a really thriving community, for entrepreneurs, but also for industry any size. Chris: Right, very good. So what advice would you give to entrepreneurs out there that might be looking to start a business, let's say specifically, kind of within your region? If not, maybe beyond that in Houston? What's? Some of the advice you might give them if they wanted to get involved in some of the all the things you've been talking about. Brian: Yeah, dive in. It's a great community and a great ecosystem and there's a reason people are investing here and making a great run at it. We try to make that as easy as it can be. Now it is not easy. There's no illusions that starting a company you know scaling and growing a company all those things are very challenging. So the question I find myself asking I don't know that I'm in a position to give you know this immense amount of wisdom about these things, but what can we as a community and we as an organization be doing to help that entrepreneur? How do we help them build a relationship so that if they're having trouble with a permit, they know who to go ask, who to go talk to If they have a big idea, who might be good partners If they want to bounce something off, a retired executive who they might go talk to about that has the right skillset, so that we can create the conditions for them to be successful? And so that's really how we find ourselves interfacing that ecosystem is how do we put the right players together to go make things happen? Chris: Very good. So the other thing I'm curious to know is what do you see? You mentioned your five big industries. What have you observed of those industries working together to create innovative ideas to help each other? You got to move forward. Brian: Yeah, there's been a lot of. So workforce has been one of the biggest, especially over the last few years, where there's been this really high intensity competition amongst folks. And I wouldn't be surprised if you have been in some of that with, you know, recruiting and retaining high talent attorneys, right Is that? That's been, and so we've spent a lot of time and I've observed a lot of our members in this community go with that as a spirit of, hey, we're not really doing anybody any good If we're just poaching each other's people and you know, and creating pain points and friction between senior executives and those kinds of things. Let's go look at other communities and go figure out hey, what are the best universities and how do we get the professors that are training the students in it to send resumes to our area, right, and that we have a coalition of companies, not just one company has a relationship with one professor and that company benefits from that it's. How do we build that relationship as a community and say to them hey, we have a very strong demand signal, let's work together on things like that and so feeding that workforce pipeline so we're not divvying up the pie, we're growing it. And so, on the workforce side. I hate to be cliche because everybody's talking about AI, but we've had a couple of membership meetings about it. We've been working with partners about integration of it. We've adopted different technologies that have come out of it. But that stuff really, I mean it's the wave that we're living in right now, and so the integration of that into systems, both the how to do it and the mitigation of risk. I think I saw over the weekend that the new DeepSeek had a big not terribly surprised, but had a giant data leak and compromise, and so when you know when you're using that, I can only imagine, chris, I'd be curious how y'all are integrating it. But you know everything you put in there. You got to assume that at some point, somebody you don't want to have access will at least have the opportunity to have access to it, and so you have to be quite careful about how you integrate it. I, just as an aside, how are you guys using it much? Have you all banished it? What's the? Chris: Well, I'd say it's a little bit of both. I mean, we are definitely looking at and finding ways to integrate it. We've adopted a policy, but it starts with, as you mentioned, with us. It starts and stops with maintaining client confidentiality. So there's some systems out there through recognized kind of legal researchers. So Westlaw comes to mind, where they developed AI tool that is solely within their database. So it's secure, it's, it's all legal. You don't have to worry about we were still spot. You still have to check things right the human element of that. But if you're searching, for example, using the AI tool within Westlaw, you don't have to worry about the fake cases you've seen in the news. But our attorneys, you know, if you're going to use it, it has to be approved through the firm which are only a handful. You can't use anything outside and everything has to be double checked by a person to make sure for accuracy, etc. But so it is. I mean, the confidentiality side is a real concern, not just for law firms, for everybody, any company using it, and unfortunately that's just gonna be more and more what we see right. The more that we're moving everything to cloud, you're going to have people coming after it to try to. You know, on the bad side of that and certain countries it's not illegal to be a hacker. So it's just, you know, that's the world we live in now. Yeah Well, you know, brian, this has been a very interesting conversation and the you know, the last time we spoke I came away with the same feeling, and that is, we talked a lot about a lot of opportunity going on in the three to six o'clock region of greater Houston and we didn't even scratch the surface, I'm sure. But my takeaways have been it doesn't matter what industry again, I said earlier, you always kind of automatically think of space and NASA, but it's every type of business you could think of. An industry you could think of Sounds like you've got ample opportunity for businesses and entrepreneurs to start, grow, expand and be there and thrive. Brian: Well, perfectly said, and I think we get a recording. I may use that in some of our promotional material. Chris, that's exactly right. Great time, great place to be and welcome folks to reach out to us to help however we can if they're interested in looking at opportunities down here for that Before I lose you. Chris, one of the favorite questions that you had sent over that I wanted to ask you that you didn't get a chance to ask is what your favorite recreation vacation spot in the state of Texas is. Chris: Well, I'll answer that. I was about to ask you that. I would say if it's kind of a vacation spot in Texas, it would probably be anywhere along the Texas coast to relax a little bit and get some fishing in. Brian: Perfect. Chris: How about you? Brian: We are huge campers, like we love going camping. My kids are eight and 11 and we have state parks pass, and so any day I'm in a state park is a good day for me. But Inks Lake is one of my favorites and McKinney Falls between the two of those. Those are my top two right now, but we've probably been to Keene and we're just checking off the box to hit them all, and maybe we'll upgrade to National Parks as we get a little bit older. But I love our visiting our state park system. They're just absolutely wonderful. Chris: That's great. Okay, last question You're native Texan, so do you prefer Tex-Mex or barbecue? Brian: Oh, I feel like that question is going to get me in trouble, but if you made me choose, I'd pick barbecue. I'll eat it all day, every day, as it shows how about you, how about you? Chris: I think it's a tough one, so I've had some guests. You know, it depends on the day. I probably lean Tex-Mex more than barbecue. But I love the restaurants now that are combining the two, so brisket tacos or brisket nachos or something like that. It's a great combination. Brian: Yeah, there should be an answer all of the above there. Chris: So we're getting close to the rodeo time in Houston, so I have to go with barbecue for now and then back to Tex-Mex, I guess. Brian: Well, I look forward to seeing you at the kickoff event, where we get to go sample a little everything. Deal, that sounds good. Well, I look forward to seeing you at the kickoff event, where we get to go sample a little everything. Chris: Deal. That sounds good. Brian, thanks again for taking the time. Really appreciate your friendship and definitely appreciate what you and your team are doing for all the things business down in the Bay Area. Brian: Well, right back at you, Chris. Thanks for your leadership and all the great work you're doing with your team. Appreciate the opportunity to visit with you today. Thank you. Special Guest: Brian Freedman.
Due to overwhelming demand (>15x applications:slots), we are closing CFPs for AI Engineer Summit NYC today. Last call! Thanks, we'll be reaching out to all shortly!The world's top AI blogger and friend of every pod, Simon Willison, dropped a monster 2024 recap: Things we learned about LLMs in 2024. Brian of the excellent TechMeme Ride Home pinged us for a connection and a special crossover episode, our first in 2025. The target audience for this podcast is a tech-literate, but non-technical one. You can see Simon's notes for AI Engineers in his World's Fair Keynote.Timestamp* 00:00 Introduction and Guest Welcome* 01:06 State of AI in 2025* 01:43 Advancements in AI Models* 03:59 Cost Efficiency in AI* 06:16 Challenges and Competition in AI* 17:15 AI Agents and Their Limitations* 26:12 Multimodal AI and Future Prospects* 35:29 Exploring Video Avatar Companies* 36:24 AI Influencers and Their Future* 37:12 Simplifying Content Creation with AI* 38:30 The Importance of Credibility in AI* 41:36 The Future of LLM User Interfaces* 48:58 Local LLMs: A Growing Interest* 01:07:22 AI Wearables: The Next Big Thing* 01:10:16 Wrapping Up and Final ThoughtsTranscript[00:00:00] Introduction and Guest Welcome[00:00:00] Brian: Welcome to the first bonus episode of the Tech Meme Write Home for the year 2025. I'm your host as always, Brian McCullough. Listeners to the pod over the last year know that I have made a habit of quoting from Simon Willison when new stuff happens in AI from his blog. Simon has been, become a go to for many folks in terms of, you know, Analyzing things, criticizing things in the AI space.[00:00:33] Brian: I've wanted to talk to you for a long time, Simon. So thank you for coming on the show. No, it's a privilege to be here. And the person that made this connection happen is our friend Swyx, who has been on the show back, even going back to the, the Twitter Spaces days but also an AI guru in, in their own right Swyx, thanks for coming on the show also.[00:00:54] swyx (2): Thanks. I'm happy to be on and have been a regular listener, so just happy to [00:01:00] contribute as well.[00:01:00] Brian: And a good friend of the pod, as they say. Alright, let's go right into it.[00:01:06] State of AI in 2025[00:01:06] Brian: Simon, I'm going to do the most unfair, broad question first, so let's get it out of the way. The year 2025. Broadly, what is the state of AI as we begin this year?[00:01:20] Brian: Whatever you want to say, I don't want to lead the witness.[00:01:22] Simon: Wow. So many things, right? I mean, the big thing is everything's got really good and fast and cheap. Like, that was the trend throughout all of 2024. The good models got so much cheaper, they got so much faster, they got multimodal, right? The image stuff isn't even a surprise anymore.[00:01:39] Simon: They're growing video, all of that kind of stuff. So that's all really exciting.[00:01:43] Advancements in AI Models[00:01:43] Simon: At the same time, they didn't get massively better than GPT 4, which was a bit of a surprise. So that's sort of one of the open questions is, are we going to see huge, but I kind of feel like that's a bit of a distraction because GPT 4, but way cheaper, much larger context lengths, and it [00:02:00] can do multimodal.[00:02:01] Simon: is better, right? That's a better model, even if it's not.[00:02:05] Brian: What people were expecting or hoping, maybe not expecting is not the right word, but hoping that we would see another step change, right? Right. From like GPT 2 to 3 to 4, we were expecting or hoping that maybe we were going to see the next evolution in that sort of, yeah.[00:02:21] Brian: We[00:02:21] Simon: did see that, but not in the way we expected. We thought the model was just going to get smarter, and instead we got. Massive drops in, drops in price. We got all of these new capabilities. You can talk to the things now, right? They can do simulated audio input, all of that kind of stuff. And so it's kind of, it's interesting to me that the models improved in all of these ways we weren't necessarily expecting.[00:02:43] Simon: I didn't know it would be able to do an impersonation of Santa Claus, like a, you know, Talked to it through my phone and show it what I was seeing by the end of 2024. But yeah, we didn't get that GPT 5 step. And that's one of the big open questions is, is that actually just around the corner and we'll have a bunch of GPT 5 class models drop in the [00:03:00] next few months?[00:03:00] Simon: Or is there a limit?[00:03:03] Brian: If you were a betting man and wanted to put money on it, do you expect to see a phase change, step change in 2025?[00:03:11] Simon: I don't particularly for that, like, the models, but smarter. I think all of the trends we're seeing right now are going to keep on going, especially the inference time compute, right?[00:03:21] Simon: The trick that O1 and O3 are doing, which means that you can solve harder problems, but they cost more and it churns away for longer. I think that's going to happen because that's already proven to work. I don't know. I don't know. Maybe there will be a step change to a GPT 5 level, but honestly, I'd be completely happy if we got what we've got right now.[00:03:41] Simon: But cheaper and faster and more capabilities and longer contexts and so forth. That would be thrilling to me.[00:03:46] Brian: Digging into what you've just said one of the things that, by the way, I hope to link in the show notes to Simon's year end post about what, what things we learned about LLMs in 2024. Look for that in the show notes.[00:03:59] Cost Efficiency in AI[00:03:59] Brian: One of the things that you [00:04:00] did say that you alluded to even right there was that in the last year, you felt like the GPT 4 barrier was broken, like IE. Other models, even open source ones are now regularly matching sort of the state of the art.[00:04:13] Simon: Well, it's interesting, right? So the GPT 4 barrier was a year ago, the best available model was OpenAI's GPT 4 and nobody else had even come close to it.[00:04:22] Simon: And they'd been at the, in the lead for like nine months, right? That thing came out in what, February, March of, of 2023. And for the rest of 2023, nobody else came close. And so at the start of last year, like a year ago, the big question was, Why has nobody beaten them yet? Like, what do they know that the rest of the industry doesn't know?[00:04:40] Simon: And today, that I've counted 18 organizations other than GPT 4 who've put out a model which clearly beats that GPT 4 from a year ago thing. Like, maybe they're not better than GPT 4. 0, but that's, that, that, that barrier got completely smashed. And yeah, a few of those I've run on my laptop, which is wild to me.[00:04:59] Simon: Like, [00:05:00] it was very, very wild. It felt very clear to me a year ago that if you want GPT 4, you need a rack of 40, 000 GPUs just to run the thing. And that turned out not to be true. Like the, the, this is that big trend from last year of the models getting more efficient, cheaper to run, just as capable with smaller weights and so forth.[00:05:20] Simon: And I ran another GPT 4 model on my laptop this morning, right? Microsoft 5. 4 just came out. And that, if you look at the benchmarks, it's definitely, it's up there with GPT 4. 0. It's probably not as good when you actually get into the vibes of the thing, but it, it runs on my, it's a 14 gigabyte download and I can run it on a MacBook Pro.[00:05:38] Simon: Like who saw that coming? The most exciting, like the close of the year on Christmas day, just a few weeks ago, was when DeepSeek dropped their DeepSeek v3 model on Hugging Face without even a readme file. It was just like a giant binary blob that I can't run on my laptop. It's too big. But in all of the benchmarks, it's now by far the best available [00:06:00] open, open weights model.[00:06:01] Simon: Like it's, it's, it's beating the, the metalamas and so forth. And that was trained for five and a half million dollars, which is a tenth of the price that people thought it costs to train these things. So everything's trending smaller and faster and more efficient.[00:06:15] Brian: Well, okay.[00:06:16] Challenges and Competition in AI[00:06:16] Brian: I, I kind of was going to get to that later, but let's, let's combine this with what I was going to ask you next, which is, you know, you're talking, you know, Also in the piece about the LLM prices crashing, which I've even seen in projects that I'm working on, but explain Explain that to a general audience, because we hear all the time that LLMs are eye wateringly expensive to run, but what we're suggesting, and we'll come back to the cheap Chinese LLM, but first of all, for the end user, what you're suggesting is that we're starting to see the cost come down sort of in the traditional technology way of Of costs coming down over time,[00:06:49] Simon: yes, but very aggressively.[00:06:51] Simon: I mean, my favorite thing, the example here is if you look at GPT-3, so open AI's g, PT three, which was the best, a developed model in [00:07:00] 2022 and through most of 20 2023. That, the models that we have today, the OpenAI models are a hundred times cheaper. So there was a 100x drop in price for OpenAI from their best available model, like two and a half years ago to today.[00:07:13] Simon: And[00:07:14] Brian: just to be clear, not to train the model, but for the use of tokens and things. Exactly,[00:07:20] Simon: for running prompts through them. And then When you look at the, the really, the top tier model providers right now, I think, are OpenAI, Anthropic, Google, and Meta. And there are a bunch of others that I could list there as well.[00:07:32] Simon: Mistral are very good. The, the DeepSeq and Quen models have got great. There's a whole bunch of providers serving really good models. But even if you just look at the sort of big brand name providers, they all offer models now that are A fraction of the price of the, the, of the models we were using last year.[00:07:49] Simon: I think I've got some numbers that I threw into my blog entry here. Yeah. Like Gemini 1. 5 flash, that's Google's fast high quality model is [00:08:00] how much is that? It's 0. 075 dollars per million tokens. Like these numbers are getting, So we just do cents per million now,[00:08:09] swyx (2): cents per million,[00:08:10] Simon: cents per million makes, makes a lot more sense.[00:08:12] Simon: Yeah they have one model 1. 5 flash 8B, the absolute cheapest of the Google models, is 27 times cheaper than GPT 3. 5 turbo was a year ago. That's it. And GPT 3. 5 turbo, that was the cheap model, right? Now we've got something 27 times cheaper, and the Google, this Google one can do image recognition, it can do million token context, all of those tricks.[00:08:36] Simon: But it's, it's, it's very, it's, it really is startling how inexpensive some of this stuff has got.[00:08:41] Brian: Now, are we assuming that this, that happening is directly the result of competition? Because again, you know, OpenAI, and probably they're doing this for their own almost political reasons, strategic reasons, keeps saying, we're losing money on everything, even the 200.[00:08:56] Brian: So they probably wouldn't, the prices wouldn't be [00:09:00] coming down if there wasn't intense competition in this space.[00:09:04] Simon: The competition is absolutely part of it, but I have it on good authority from sources I trust that Google Gemini is not operating at a loss. Like, the amount of electricity to run a prompt is less than they charge you.[00:09:16] Simon: And the same thing for Amazon Nova. Like, somebody found an Amazon executive and got them to say, Yeah, we're not losing money on this. I don't know about Anthropic and OpenAI, but clearly that demonstrates it is possible to run these things at these ludicrously low prices and still not be running at a loss if you discount the Army of PhDs and the, the training costs and all of that kind of stuff.[00:09:36] Brian: One, one more for me before I let Swyx jump in here. To, to come back to DeepSeek and this idea that you could train, you know, a cutting edge model for 6 million. I, I was saying on the show, like six months ago, that if we are getting to the point where each new model It would cost a billion, ten billion, a hundred billion to train that.[00:09:54] Brian: At some point it would almost, only nation states would be able to train the new models. Do you [00:10:00] expect what DeepSeek and maybe others are proving to sort of blow that up? Or is there like some sort of a parallel track here that maybe I'm not technically, I don't have the mouse to understand the difference.[00:10:11] Brian: Is the model, are the models going to go, you know, Up to a hundred billion dollars or can we get them down? Sort of like DeepSeek has proven[00:10:18] Simon: so I'm the wrong person to answer that because I don't work in the lab training these models. So I can give you my completely uninformed opinion, which is, I felt like the DeepSeek thing.[00:10:27] Simon: That was a bomb shell. That was an absolute bombshell when they came out and said, Hey, look, we've trained. One of the best available models and it cost us six, five and a half million dollars to do it. I feel, and they, the reason, one of the reasons it's so efficient is that we put all of these export controls in to stop Chinese companies from giant buying GPUs.[00:10:44] Simon: So they've, were forced to be, go as efficient as possible. And yet the fact that they've demonstrated that that's possible to do. I think it does completely tear apart this, this, this mental model we had before that yeah, the training runs just keep on getting more and more expensive and the number of [00:11:00] organizations that can afford to run these training runs keeps on shrinking.[00:11:03] Simon: That, that's been blown out of the water. So yeah, that's, again, this was our Christmas gift. This was the thing they dropped on Christmas day. Yeah, it makes me really optimistic that we can, there are, It feels like there was so much low hanging fruit in terms of the efficiency of both inference and training and we spent a whole bunch of last year exploring that and getting results from it.[00:11:22] Simon: I think there's probably a lot left. I think there's probably, well, I would not be surprised to see even better models trained spending even less money over the next six months.[00:11:31] swyx (2): Yeah. So I, I think there's a unspoken angle here on what exactly the Chinese labs are trying to do because DeepSea made a lot of noise.[00:11:41] swyx (2): so much for joining us for around the fact that they train their model for six million dollars and nobody quite quite believes them. Like it's very, very rare for a lab to trumpet the fact that they're doing it for so cheap. They're not trying to get anyone to buy them. So why [00:12:00] are they doing this? They make it very, very obvious.[00:12:05] swyx (2): Deepseek is about 150 employees. It's an order of magnitude smaller than at least Anthropic and maybe, maybe more so for OpenAI. And so what's, what's the end game here? Are they, are they just trying to show that the Chinese are better than us?[00:12:21] Simon: So Deepseek, it's the arm of a hedge, it's a, it's a quant fund, right?[00:12:25] Simon: It's an algorithmic quant trading thing. So I, I, I would love to get more insight into how that organization works. My assumption from what I've seen is it looks like they're basically just flexing. They're like, hey, look at how utterly brilliant we are with this amazing thing that we've done. And it's, it's working, right?[00:12:43] Simon: They but, and so is that it? Are they, is this just their kind of like, this is, this is why our company is so amazing. Look at this thing that we've done, or? I don't know. I'd, I'd love to get Some insight from, from within that industry as to, as to how that's all playing out.[00:12:57] swyx (2): The, the prevailing theory among the Local Llama [00:13:00] crew and the Twitter crew that I indexed for my newsletter is that there is some amount of copying going on.[00:13:06] swyx (2): It's like Sam Altman you know, tweet, tweeting about how they're being copied. And then also there's this, there, there are other sort of opening eye employees that have said, Stuff that is similar that DeepSeek's rate of progress is how U. S. intelligence estimates the number of foreign spies embedded in top labs.[00:13:22] swyx (2): Because a lot of these ideas do spread around, but they surprisingly have a very high density of them in the DeepSeek v3 technical report. So it's, it's interesting. We don't know how much, how many, how much tokens. I think that, you know, people have run analysis on how often DeepSeek thinks it is cloud or thinks it is opening GPC 4.[00:13:40] swyx (2): Thanks for watching! And we don't, we don't know. We don't know. I think for me, like, yeah, we'll, we'll, we basically will never know as, as external commentators. I think what's interesting is how, where does this go? Is there a logical floor or bottom by my estimations for the same amount of ELO started last year to the end of last year cost went down by a thousand X for the [00:14:00] GPT, for, for GPT 4 intelligence.[00:14:02] swyx (2): Would, do they go down a thousand X this year?[00:14:04] Simon: That's a fascinating question. Yeah.[00:14:06] swyx (2): Is there a Moore's law going on, or did we just get a one off benefit last year for some weird reason?[00:14:14] Simon: My uninformed hunch is low hanging fruit. I feel like up until a year ago, people haven't been focusing on efficiency at all. You know, it was all about, what can we get these weird shaped things to do?[00:14:24] Simon: And now once we've sort of hit that, okay, we know that we can get them to do what GPT 4 can do, When thousands of researchers around the world all focus on, okay, how do we make this more efficient? What are the most important, like, how do we strip out all of the weights that have stuff in that doesn't really matter?[00:14:39] Simon: All of that kind of thing. So yeah, maybe that was it. Maybe 2024 was a freak year of all of the low hanging fruit coming out at once. And we'll actually see a reduction in the, in that rate of improvement in terms of efficiency. I wonder, I mean, I think we'll know for sure in about three months time if that trend's going to continue or not.[00:14:58] swyx (2): I agree. You know, I [00:15:00] think the other thing that you mentioned that DeepSeq v3 was the gift that was given from DeepSeq over Christmas, but I feel like the other thing that might be underrated was DeepSeq R1,[00:15:11] Speaker 4: which is[00:15:13] swyx (2): a reasoning model you can run on your laptop. And I think that's something that a lot of people are looking ahead to this year.[00:15:18] swyx (2): Oh, did they[00:15:18] Simon: release the weights for that one?[00:15:20] swyx (2): Yeah.[00:15:21] Simon: Oh my goodness, I missed that. I've been playing with the quen. So the other great, the other big Chinese AI app is Alibaba's quen. Actually, yeah, I, sorry, R1 is an API available. Yeah. Exactly. When that's really cool. So Alibaba's Quen have released two reasoning models that I've run on my laptop.[00:15:38] Simon: Now there was, the first one was Q, Q, WQ. And then the second one was QVQ because the second one's a vision model. So you can like give it vision puzzles and a prompt that these things, they are so much fun to run. Because they think out loud. It's like the OpenAR 01 sort of hides its thinking process. The Query ones don't.[00:15:59] Simon: They just, they [00:16:00] just churn away. And so you'll give it a problem and it will output literally dozens of paragraphs of text about how it's thinking. My favorite thing that happened with QWQ is I asked it to draw me a pelican on a bicycle in SVG. That's like my standard stupid prompt. And for some reason it thought in Chinese.[00:16:18] Simon: It spat out a whole bunch of like Chinese text onto my terminal on my laptop, and then at the end it gave me quite a good sort of artistic pelican on a bicycle. And I ran it all through Google Translate, and yeah, it was like, it was contemplating the nature of SVG files as a starting point. And the fact that my laptop can think in Chinese now is so delightful.[00:16:40] Simon: It's so much fun watching you do that.[00:16:43] swyx (2): Yeah, I think Andrej Karpathy was saying, you know, we, we know that we have achieved proper reasoning inside of these models when they stop thinking in English, and perhaps the best form of thought is in Chinese. But yeah, for listeners who don't know Simon's blog he always, whenever a new model comes out, you, I don't know how you do it, but [00:17:00] you're always the first to run Pelican Bench on these models.[00:17:02] swyx (2): I just did it for 5.[00:17:05] Simon: Yeah.[00:17:07] swyx (2): So I really appreciate that. You should check it out. These are not theoretical. Simon's blog actually shows them.[00:17:12] Brian: Let me put on the investor hat for a second.[00:17:15] AI Agents and Their Limitations[00:17:15] Brian: Because from the investor side of things, a lot of the, the VCs that I know are really hot on agents, and this is the year of agents, but last year was supposed to be the year of agents as well. Lots of money flowing towards, And Gentic startups.[00:17:32] Brian: But in in your piece that again, we're hopefully going to have linked in the show notes, you sort of suggest there's a fundamental flaw in AI agents as they exist right now. Let me let me quote you. And then I'd love to dive into this. You said, I remain skeptical as to their ability based once again, on the Challenge of gullibility.[00:17:49] Brian: LLMs believe anything you tell them, any systems that attempt to make meaningful decisions on your behalf, will run into the same roadblock. How good is a travel agent, or a digital assistant, or even a research tool, if it [00:18:00] can't distinguish truth from fiction? So, essentially, what you're suggesting is that the state of the art now that allows agents is still, it's still that sort of 90 percent problem, the edge problem, getting to the Or, or, or is there a deeper flaw?[00:18:14] Brian: What are you, what are you saying there?[00:18:16] Simon: So this is the fundamental challenge here and honestly my frustration with agents is mainly around definitions Like any if you ask anyone who says they're working on agents to define agents You will get a subtly different definition from each person But everyone always assumes that their definition is the one true one that everyone else understands So I feel like a lot of these agent conversations, people talking past each other because one person's talking about the, the sort of travel agent idea of something that books things on your behalf.[00:18:41] Simon: Somebody else is talking about LLMs with tools running in a loop with a cron job somewhere and all of these different things. You, you ask academics and they'll laugh at you because they've been debating what agents mean for over 30 years at this point. It's like this, this long running, almost sort of an in joke in that community.[00:18:57] Simon: But if we assume that for this purpose of this conversation, an [00:19:00] agent is something that, Which you can give a job and it goes off and it does that thing for you like, like booking travel or things like that. The fundamental challenge is, it's the reliability thing, which comes from this gullibility problem.[00:19:12] Simon: And a lot of my, my interest in this originally came from when I was thinking about prompt injections as a source of this form of attack against LLM systems where you deliberately lay traps out there for this LLM to stumble across,[00:19:24] Brian: and which I should say you have been banging this drum that no one's gotten any far, at least on solving this, that I'm aware of, right.[00:19:31] Brian: Like that's still an open problem. The two years.[00:19:33] Simon: Yeah. Right. We've been talking about this problem and like, a great illustration of this was Claude so Anthropic released Claude computer use a few months ago. Fantastic demo. You could fire up a Docker container and you could literally tell it to do something and watch it open a web browser and navigate to a webpage and click around and so forth.[00:19:51] Simon: Really, really, really interesting and fun to play with. And then, um. One of the first demos somebody tried was, what if you give it a web page that says download and run this [00:20:00] executable, and it did, and the executable was malware that added it to a botnet. So the, the very first most obvious dumb trick that you could play on this thing just worked, right?[00:20:10] Simon: So that's obviously a really big problem. If I'm going to send something out to book travel on my behalf, I mean, it's hard enough for me to figure out which airlines are trying to scam me and which ones aren't. Do I really trust a language model that believes the literal truth of anything that's presented to it to go out and do those things?[00:20:29] swyx (2): Yeah I definitely think there's, it's interesting to see Anthropic doing this because they used to be the safety arm of OpenAI that split out and said, you know, we're worried about letting this thing out in the wild and here they are enabling computer use for agents. Thanks. The, it feels like things have merged.[00:20:49] swyx (2): You know, I'm, I'm also fairly skeptical about, you know, this always being the, the year of Linux on the desktop. And this is the equivalent of this being the year of agents that people [00:21:00] are not predicting so much as wishfully thinking and hoping and praying for their companies and agents to work.[00:21:05] swyx (2): But I, I feel like things are. Coming along a little bit. It's to me, it's kind of like self driving. I remember in 2014 saying that self driving was just around the corner. And I mean, it kind of is, you know, like in, in, in the Bay area. You[00:21:17] Simon: get in a Waymo and you're like, Oh, this works. Yeah, but it's a slow[00:21:21] swyx (2): cook.[00:21:21] swyx (2): It's a slow cook over the next 10 years. We're going to hammer out these things and the cynical people can just point to all the flaws, but like, there are measurable or concrete progress steps that are being made by these builders.[00:21:33] Simon: There is one form of agent that I believe in. I believe, mostly believe in the research assistant form of agents.[00:21:39] Simon: The thing where you've got a difficult problem and, and I've got like, I'm, I'm on the beta for the, the Google Gemini 1. 5 pro with deep research. I think it's called like these names, these names. Right. But. I've been using that. It's good, right? You can give it a difficult problem and it tells you, okay, I'm going to look at 56 different websites [00:22:00] and it goes away and it dumps everything to its context and it comes up with a report for you.[00:22:04] Simon: And it's not, it won't work against adversarial websites, right? If there are websites with deliberate lies in them, it might well get caught out. Most things don't have that as a problem. And so I've had some answers from that which were genuinely really valuable to me. And that feels to me like, I can see how given existing LLM tech, especially with Google Gemini with its like million token contacts and Google with their crawl of the entire web and their, they've got like search, they've got search and cache, they've got a cache of every page and so forth.[00:22:35] Simon: That makes sense to me. And that what they've got right now, I don't think it's, it's not as good as it can be, obviously, but it's, it's, it's, it's a real useful thing, which they're going to start rolling out. So, you know, Perplexity have been building the same thing for a couple of years. That, that I believe in.[00:22:50] Simon: You know, if you tell me that you're going to have an agent that's a research assistant agent, great. The coding agents I mean, chat gpt code interpreter, Nearly two years [00:23:00] ago, that thing started writing Python code, executing the code, getting errors, rewriting it to fix the errors. That pattern obviously works.[00:23:07] Simon: That works really, really well. So, yeah, coding agents that do that sort of error message loop thing, those are proven to work. And they're going to keep on getting better, and that's going to be great. The research assistant agents are just beginning to get there. The things I'm critical of are the ones where you trust, you trust this thing to go out and act autonomously on your behalf, and make decisions on your behalf, especially involving spending money, like that.[00:23:31] Simon: I don't see that working for a very long time. That feels to me like an AGI level problem.[00:23:37] swyx (2): It's it's funny because I think Stripe actually released an agent toolkit which is one of the, the things I featured that is trying to enable these agents each to have a wallet that they can go and spend and have, basically, it's a virtual card.[00:23:49] swyx (2): It's not that, not that difficult with modern infrastructure. can[00:23:51] Simon: stick a 50 cap on it, then at least it's an honor. Can't lose more than 50.[00:23:56] Brian: You know I don't, I don't know if either of you know Rafat Ali [00:24:00] he runs Skift, which is a, a travel news vertical. And he, he, he constantly laughs at the fact that every agent thing is, we're gonna get rid of booking a, a plane flight for you, you know?[00:24:11] Brian: And, and I would point out that, like, historically, when the web started, the first thing everyone talked about is, You can go online and book a trip, right? So it's funny for each generation of like technological advance. The thing they always want to kill is the travel agent. And now they want to kill the webpage travel agent.[00:24:29] Simon: Like it's like I use Google flight search. It's great, right? If you gave me an agent to do that for me, it would save me, I mean, maybe 15 seconds of typing in my things, but I still want to see what my options are and go, yeah, I'm not flying on that airline, no matter how cheap they are.[00:24:44] swyx (2): Yeah. For listeners, go ahead.[00:24:47] swyx (2): For listeners, I think, you know, I think both of you are pretty positive on NotebookLM. And you know, we, we actually interviewed the NotebookLM creators, and there are actually two internal agents going on internally. The reason it takes so long is because they're running an agent loop [00:25:00] inside that is fairly autonomous, which is kind of interesting.[00:25:01] swyx (2): For one,[00:25:02] Simon: for a definition of agent loop, if you picked that particularly well. For one definition. And you're talking about the podcast side of this, right?[00:25:07] swyx (2): Yeah, the podcast side of things. They have a there's, there's going to be a new version coming out that, that we'll be featuring at our, at our conference.[00:25:14] Simon: That one's fascinating to me. Like NotebookLM, I think it's two products, right? On the one hand, it's actually a very good rag product, right? You dump a bunch of things in, you can run searches, that, that, it does a good job of. And then, and then they added the, the podcast thing. It's a bit of a, it's a total gimmick, right?[00:25:30] Simon: But that gimmick got them attention, because they had a great product that nobody paid any attention to at all. And then you add the unfeasibly good voice synthesis of the podcast. Like, it's just, it's, it's, it's the lesson.[00:25:43] Brian: It's the lesson of mid journey and stuff like that. If you can create something that people can post on socials, you don't have to lift a finger again to do any marketing for what you're doing.[00:25:53] Brian: Let me dig into Notebook LLM just for a second as a podcaster. As a [00:26:00] gimmick, it makes sense, and then obviously, you know, you dig into it, it sort of has problems around the edges. It's like, it does the thing that all sort of LLMs kind of do, where it's like, oh, we want to Wrap up with a conclusion.[00:26:12] Multimodal AI and Future Prospects[00:26:12] Brian: I always call that like the the eighth grade book report paper problem where it has to have an intro and then, you know But that's sort of a thing where because I think you spoke about this again in your piece at the year end About how things are going multimodal and how things are that you didn't expect like, you know vision and especially audio I think So that's another thing where, at least over the last year, there's been progress made that maybe you, you didn't think was coming as quick as it came.[00:26:43] Simon: I don't know. I mean, a year ago, we had one really good vision model. We had GPT 4 vision, was, was, was very impressive. And Google Gemini had just dropped Gemini 1. 0, which had vision, but nobody had really played with it yet. Like Google hadn't. People weren't taking Gemini [00:27:00] seriously at that point. I feel like it was 1.[00:27:02] Simon: 5 Pro when it became apparent that actually they were, they, they got over their hump and they were building really good models. And yeah, and they, to be honest, the video models are mostly still using the same trick. The thing where you divide the video up into one image per second and you dump that all into the context.[00:27:16] Simon: So maybe it shouldn't have been so surprising to us that long context models plus vision meant that the video was, was starting to be solved. Of course, it didn't. Not being, you, what you really want with videos, you want to be able to do the audio and the images at the same time. And I think the models are beginning to do that now.[00:27:33] Simon: Like, originally, Gemini 1. 5 Pro originally ignored the audio. It just did the, the, like, one frame per second video trick. As far as I can tell, the most recent ones are actually doing pure multimodal. But the things that opens up are just extraordinary. Like, the the ChatGPT iPhone app feature that they shipped as one of their 12 days of, of OpenAI, I really can be having a conversation and just turn on my video camera and go, Hey, what kind of tree is [00:28:00] this?[00:28:00] Simon: And so forth. And it works. And for all I know, that's just snapping a like picture once a second and feeding it into the model. The, the, the things that you can do with that as an end user are extraordinary. Like that, that to me, I don't think most people have cottoned onto the fact that you can now stream video directly into a model because it, it's only a few weeks old.[00:28:22] Simon: Wow. That's a, that's a, that's a, that's Big boost in terms of what kinds of things you can do with this stuff. Yeah. For[00:28:30] swyx (2): people who are not that close I think Gemini Flashes free tier allows you to do something like capture a photo, one photo every second or a minute and leave it on 24, seven, and you can prompt it to do whatever.[00:28:45] swyx (2): And so you can effectively have your own camera app or monitoring app that that you just prompt and it detects where it changes. It detects for, you know, alerts or anything like that, or describes your day. You know, and, and, and the fact that this is free I think [00:29:00] it's also leads into the previous point of it being the prices haven't come down a lot.[00:29:05] Simon: And even if you're paying for this stuff, like a thing that I put in my blog entry is I ran a calculation on what it would cost to process 68, 000 photographs in my photo collection, and for each one just generate a caption, and using Gemini 1. 5 Flash 8B, it would cost me 1. 68 to process 68, 000 images, which is, I mean, that, that doesn't make sense.[00:29:28] Simon: None of that makes sense. Like it's, it's a, for one four hundredth of a cent per image to generate captions now. So you can see why feeding in a day's worth of video just isn't even very expensive to process.[00:29:40] swyx (2): Yeah, I'll tell you what is expensive. It's the other direction. So we're here, we're talking about consuming video.[00:29:46] swyx (2): And this year, we also had a lot of progress, like probably one of the most excited, excited, anticipated launches of the year was Sora. We actually got Sora. And less exciting.[00:29:55] Simon: We did, and then VO2, Google's Sora, came out like three [00:30:00] days later and upstaged it. Like, Sora was exciting until VO2 landed, which was just better.[00:30:05] swyx (2): In general, I feel the media, or the social media, has been very unfair to Sora. Because what was released to the world, generally available, was Sora Lite. It's the distilled version of Sora, right? So you're, I did not[00:30:16] Simon: realize that you're absolutely comparing[00:30:18] swyx (2): the, the most cherry picked version of VO two, the one that they published on the marketing page to the, the most embarrassing version of the soa.[00:30:25] swyx (2): So of course it's gonna look bad, so, well, I got[00:30:27] Simon: access to the VO two I'm in the VO two beta and I've been poking around with it and. Getting it to generate pelicans on bicycles and stuff. I would absolutely[00:30:34] swyx (2): believe that[00:30:35] Simon: VL2 is actually better. Is Sora, so is full fat Sora coming soon? Do you know, when, when do we get to play with that one?[00:30:42] Simon: No one's[00:30:43] swyx (2): mentioned anything. I think basically the strategy is let people play around with Sora Lite and get info there. But the, the, keep developing Sora with the Hollywood studios. That's what they actually care about. Gotcha. Like the rest of us. Don't really know what to do with the video anyway. Right.[00:30:59] Simon: I mean, [00:31:00] that's my thing is I realized that for generative images and images and video like images We've had for a few years and I don't feel like they've broken out into the talented artist community yet Like lots of people are having fun with them and doing and producing stuff. That's kind of cool to look at but what I want you know that that movie everything everywhere all at once, right?[00:31:20] Simon: One, one ton of Oscars, utterly amazing film. The VFX team for that were five people, some of whom were watching YouTube videos to figure out what to do. My big question for, for Sora and and and Midjourney and stuff, what happens when a creative team like that starts using these tools? I want the creative geniuses behind everything, everywhere all at once.[00:31:40] Simon: What are they going to be able to do with this stuff in like a few years time? Because that's really exciting to me. That's where you take artists who are at the very peak of their game. Give them these new capabilities and see, see what they can do with them.[00:31:52] swyx (2): I should, I know a little bit here. So it should mention that, that team actually used RunwayML.[00:31:57] swyx (2): So there was, there was,[00:31:57] Simon: yeah.[00:31:59] swyx (2): I don't know how [00:32:00] much I don't. So, you know, it's possible to overstate this, but there are people integrating it. Generated video within their workflow, even pre SORA. Right, because[00:32:09] Brian: it's not, it's not the thing where it's like, okay, tomorrow we'll be able to do a full two hour movie that you prompt with three sentences.[00:32:15] Brian: It is like, for the very first part of, of, you know video effects in film, it's like, if you can get that three second clip, if you can get that 20 second thing that they did in the matrix that blew everyone's minds and took a million dollars or whatever to do, like, it's the, it's the little bits and pieces that they can fill in now that it's probably already there.[00:32:34] swyx (2): Yeah, it's like, I think actually having a layered view of what assets people need and letting AI fill in the low value assets. Right, like the background video, the background music and, you know, sometimes the sound effects. That, that maybe, maybe more palatable maybe also changes the, the way that you evaluate the stuff that's coming out.[00:32:57] swyx (2): Because people tend to, in social media, try to [00:33:00] emphasize foreground stuff, main character stuff. So you really care about consistency, and you, you really are bothered when, like, for example, Sorad. Botch's image generation of a gymnast doing flips, which is horrible. It's horrible. But for background crowds, like, who cares?[00:33:18] Brian: And by the way, again, I was, I was a film major way, way back in the day, like, that's how it started. Like things like Braveheart, where they filmed 10 people on a field, and then the computer could turn it into 1000 people on a field. Like, that's always been the way it's around the margins and in the background that first comes in.[00:33:36] Brian: The[00:33:36] Simon: Lord of the Rings movies were over 20 years ago. Although they have those giant battle sequences, which were very early, like, I mean, you could almost call it a generative AI approach, right? They were using very sophisticated, like, algorithms to model out those different battles and all of that kind of stuff.[00:33:52] Simon: Yeah, I know very little. I know basically nothing about film production, so I try not to commentate on it. But I am fascinated to [00:34:00] see what happens when, when these tools start being used by the real, the people at the top of their game.[00:34:05] swyx (2): I would say like there's a cultural war that is more that being fought here than a technology war.[00:34:11] swyx (2): Most of the Hollywood people are against any form of AI anyway, so they're busy Fighting that battle instead of thinking about how to adopt it and it's, it's very fringe. I participated here in San Francisco, one generative AI video creative hackathon where the AI positive artists actually met with technologists like myself and then we collaborated together to build short films and that was really nice and I think, you know, I'll be hosting some of those in my events going forward.[00:34:38] swyx (2): One thing that I think like I want to leave it. Give people a sense of it's like this is a recap of last year But then sometimes it's useful to walk away as well with like what can we expect in the future? I don't know if you got anything. I would also call out that the Chinese models here have made a lot of progress Hyde Law and Kling and God knows who like who else in the video arena [00:35:00] Also making a lot of progress like surprising him like I think maybe actually Chinese China is surprisingly ahead with regards to Open8 at least, but also just like specific forms of video generation.[00:35:12] Simon: Wouldn't it be interesting if a film industry sprung up in a country that we don't normally think of having a really strong film industry that was using these tools? Like, that would be a fascinating sort of angle on this. Mm hmm. Mm hmm.[00:35:25] swyx (2): Agreed. I, I, I Oh, sorry. Go ahead.[00:35:29] Exploring Video Avatar Companies[00:35:29] swyx (2): Just for people's Just to put it on people's radar as well, Hey Jen, there's like there's a category of video avatar companies that don't specifically, don't specialize in general video.[00:35:41] swyx (2): They only do talking heads, let's just say. And HeyGen sings very well.[00:35:45] Brian: Swyx, you know that that's what I've been using, right? Like, have, have I, yeah, right. So, if you see some of my recent YouTube videos and things like that, where, because the beauty part of the HeyGen thing is, I, I, I don't want to use the robot voice, so [00:36:00] I record the mp3 file for my computer, And then I put that into HeyGen with the avatar that I've trained it on, and all it does is the lip sync.[00:36:09] Brian: So it looks, it's not 100 percent uncanny valley beatable, but it's good enough that if you weren't looking for it, it's just me sitting there doing one of my clips from the show. And, yeah, so, by the way, HeyGen. Shout out to them.[00:36:24] AI Influencers and Their Future[00:36:24] swyx (2): So I would, you know, in terms of like the look ahead going, like, looking, reviewing 2024, looking at trends for 2025, I would, they basically call this out.[00:36:33] swyx (2): Meta tried to introduce AI influencers and failed horribly because they were just bad at it. But at some point that there will be more and more basically AI influencers Not in a way that Simon is but in a way that they are not human.[00:36:50] Simon: Like the few of those that have done well, I always feel like they're doing well because it's a gimmick, right?[00:36:54] Simon: It's a it's it's novel and fun to like Like that, the AI Seinfeld thing [00:37:00] from last year, the Twitch stream, you know, like those, if you're the only one or one of just a few doing that, you'll get, you'll attract an audience because it's an interesting new thing. But I just, I don't know if that's going to be sustainable longer term or not.[00:37:11] Simon: Like,[00:37:12] Simplifying Content Creation with AI[00:37:12] Brian: I'm going to tell you, Because I've had discussions, I can't name the companies or whatever, but, so think about the workflow for this, like, now we all know that on TikTok and Instagram, like, holding up a phone to your face, and doing like, in my car video, or walking, a walk and talk, you know, that's, that's very common, but also, if you want to do a professional sort of talking head video, you still have to sit in front of a camera, you still have to do the lighting, you still have to do the video editing, versus, if you can just record, what I'm saying right now, the last 30 seconds, If you clip that out as an mp3 and you have a good enough avatar, then you can put that avatar in front of Times Square, on a beach, or whatever.[00:37:50] Brian: So, like, again for creators, the reason I think Simon, we're on the verge of something, it, it just, it's not going to, I think it's not, oh, we're going to have [00:38:00] AI avatars take over, it'll be one of those things where it takes another piece of the workflow out and simplifies it. I'm all[00:38:07] Simon: for that. I, I always love this stuff.[00:38:08] Simon: I like tools. Tools that help human beings do more. Do more ambitious things. I'm always in favor of, like, that, that, that's what excites me about this entire field.[00:38:17] swyx (2): Yeah. We're, we're looking into basically creating one for my podcast. We have this guy Charlie, he's Australian. He's, he's not real, but he pre, he opens every show and we are gonna have him present all the shorts.[00:38:29] Simon: Yeah, go ahead.[00:38:30] The Importance of Credibility in AI[00:38:30] Simon: The thing that I keep coming back to is this idea of credibility like in a world that is full of like AI generated everything and so forth It becomes even more important that people find the sources of information that they trust and find people and find Sources that are credible and I feel like that's the one thing that LLMs and AI can never have is credibility, right?[00:38:49] Simon: ChatGPT can never stake its reputation on telling you something useful and interesting because That means nothing, right? It's a matrix multiplication. It depends on who prompted it and so forth. So [00:39:00] I'm always, and this is when I'm blogging as well, I'm always looking for, okay, who are the reliable people who will tell me useful, interesting information who aren't just going to tell me whatever somebody's paying them to tell, tell them, who aren't going to, like, type a one sentence prompt into an LLM and spit out an essay and stick it online.[00:39:16] Simon: And that, that to me, Like, earning that credibility is really important. That's why a lot of my ethics around the way that I publish are based on the idea that I want people to trust me. I want to do things that, that gain credibility in people's eyes so they will come to me for information as a trustworthy source.[00:39:32] Simon: And it's the same for the sources that I'm, I'm consulting as well. So that's something I've, I've been thinking a lot about that sort of credibility focus on this thing for a while now.[00:39:40] swyx (2): Yeah, you can layer or structure credibility or decompose it like so one thing I would put in front of you I'm not saying that you should Agree with this or accept this at all is that you can use AI to generate different Variations and then and you pick you as the final sort of last mile person that you pick The last output and [00:40:00] you put your stamp of credibility behind that like that everything's human reviewed instead of human origin[00:40:04] Simon: Yeah, if you publish something you need to be able to put it on the ground Publishing it.[00:40:08] Simon: You need to say, I will put my name to this. I will attach my credibility to this thing. And if you're willing to do that, then, then that's great.[00:40:16] swyx (2): For creators, this is huge because there's a fundamental asymmetry between starting with a blank slate versus choosing from five different variations.[00:40:23] Brian: Right.[00:40:24] Brian: And also the key thing that you just said is like, if everything that I do, if all of the words were generated by an LLM, if the voice is generated by an LLM. If the video is also generated by the LLM, then I haven't done anything, right? But if, if one or two of those, you take a shortcut, but it's still, I'm willing to sign off on it.[00:40:47] Brian: Like, I feel like that's where I feel like people are coming around to like, this is maybe acceptable, sort of.[00:40:53] Simon: This is where I've been pushing the definition. I love the term slop. Where I've been pushing the definition of slop as AI generated [00:41:00] content that is both unrequested and unreviewed and the unreviewed thing is really important like that's the thing that elevates something from slop to not slop is if A human being has reviewed it and said, you know what, this is actually worth other people's time.[00:41:12] Simon: And again, I'm willing to attach my credibility to it and say, hey, this is worthwhile.[00:41:16] Brian: It's, it's, it's the cura curational, curatorial and editorial part of it that no matter what the tools are to do shortcuts, to do, as, as Swyx is saying choose between different edits or different cuts, but in the end, if there's a curatorial mind, Or editorial mind behind it.[00:41:32] Brian: Let me I want to wedge this in before we start to close.[00:41:36] The Future of LLM User Interfaces[00:41:36] Brian: One of the things coming back to your year end piece that has been a something that I've been banging the drum about is when you're talking about LLMs. Getting harder to use. You said most users are thrown in at the deep end.[00:41:48] Brian: The default LLM chat UI is like taking brand new computer users, dropping them into a Linux terminal and expecting them to figure it all out. I mean, it's, it's literally going back to the command line. The command line was defeated [00:42:00] by the GUI interface. And this is what I've been banging the drum about is like, this cannot be.[00:42:05] Brian: The user interface, what we have now cannot be the end result. Do you see any hints or seeds of a GUI moment for LLM interfaces?[00:42:17] Simon: I mean, it has to happen. It absolutely has to happen. The the, the, the, the usability of these things is turning into a bit of a crisis. And we are at least seeing some really interesting innovation in little directions.[00:42:28] Simon: Just like OpenAI's chat GPT canvas thing that they just launched. That is at least. Going a little bit more interesting than just chat, chats and responses. You know, you can, they're exploring that space where you're collaborating with an LLM. You're both working in the, on the same document. That makes a lot of sense to me.[00:42:44] Simon: Like that, that feels really smart. The one of the best things is still who was it who did the, the UI where you could, they had a drawing UI where you draw an interface and click a button. TL draw would then make it real thing. That was spectacular, [00:43:00] absolutely spectacular, like, alternative vision of how you'd interact with these models.[00:43:05] Simon: Because yeah, the and that's, you know, so I feel like there is so much scope for innovation there and it is beginning to happen. Like, like, I, I feel like most people do understand that we need to do better in terms of interfaces that both help explain what's going on and give people better tools for working with models.[00:43:23] Simon: I was going to say, I want to[00:43:25] Brian: dig a little deeper into this because think of the conceptual idea behind the GUI, which is instead of typing into a command line open word. exe, it's, you, you click an icon, right? So that's abstracting away sort of the, again, the programming stuff that like, you know, it's, it's a, a, a child can tap on an iPad and, and make a program open, right?[00:43:47] Brian: The problem it seems to me right now with how we're interacting with LLMs is it's sort of like you know a dumb robot where it's like you poke it and it goes over here, but no, I want it, I want to go over here so you poke it this way and you can't get it exactly [00:44:00] right, like, what can we abstract away from the From the current, what's going on that, that makes it more fine tuned and easier to get more precise.[00:44:12] Brian: You see what I'm saying?[00:44:13] Simon: Yes. And the this is the other trend that I've been following from the last year, which I think is super interesting. It's the, the prompt driven UI development thing. Basically, this is the pattern where Claude Artifacts was the first thing to do this really well. You type in a prompt and it goes, Oh, I should answer that by writing a custom HTML and JavaScript application for you that does a certain thing.[00:44:35] Simon: And when you think about that take and since then it turns out This is easy, right? Every decent LLM can produce HTML and JavaScript that does something useful. So we've actually got this alternative way of interacting where they can respond to your prompt with an interactive custom interface that you can work with.[00:44:54] Simon: People haven't quite wired those back up again. Like, ideally, I'd want the LLM ask me a [00:45:00] question where it builds me a custom little UI, For that question, and then it gets to see how I interacted with that. I don't know why, but that's like just such a small step from where we are right now. But that feels like such an obvious next step.[00:45:12] Simon: Like an LLM, why should it, why should you just be communicating with, with text when it can build interfaces on the fly that let you select a point on a map or or move like sliders up and down. It's gonna create knobs and dials. I keep saying knobs and dials. right. We can do that. And the LLMs can build, and Claude artifacts will build you a knobs and dials interface.[00:45:34] Simon: But at the moment they haven't closed the loop. When you twiddle those knobs, Claude doesn't see what you were doing. They're going to close that loop. I'm, I'm shocked that they haven't done it yet. So yeah, I think there's so much scope for innovation and there's so much scope for doing interesting stuff with that model where the LLM, anything you can represent in SVG, which is almost everything, can now be part of that ongoing conversation.[00:45:59] swyx (2): Yeah, [00:46:00] I would say the best executed version of this I've seen so far is Bolt where you can literally type in, make a Spotify clone, make an Airbnb clone, and it actually just does that for you zero shot with a nice design.[00:46:14] Simon: There's a benchmark for that now. The LMRena people now have a benchmark that is zero shot app, app generation, because all of the models can do it.[00:46:22] Simon: Like it's, it's, I've started figuring out. I'm building my own version of this for my own project, because I think within six months. I think it'll just be an expected feature. Like if you have a web application, why don't you have a thing where, oh, look, the, you can add a custom, like, so for my dataset data exploration project, I want you to be able to do things like conjure up a dashboard, just via a prompt.[00:46:43] Simon: You say, oh, I need a pie chart and a bar chart and put them next to each other, and then have a form where submitting the form inserts a row into my database table. And this is all suddenly feasible. It's, it's, it's not even particularly difficult to do, which is great. Utterly bizarre that these things are now easy.[00:47:00][00:47:00] swyx (2): I think for a general audience, that is what I would highlight, that software creation is becoming easier and easier. Gemini is now available in Gmail and Google Sheets. I don't write my own Google Sheets formulas anymore, I just tell Gemini to do it. And so I think those are, I almost wanted to basically somewhat disagree with, with your assertion that LMS got harder to use.[00:47:22] swyx (2): Like, yes, we, we expose more capabilities, but they're, they're in minor forms, like using canvas, like web search in, in in chat GPT and like Gemini being in, in Excel sheets or in Google sheets, like, yeah, we're getting, no,[00:47:37] Simon: no, no, no. Those are the things that make it harder, because the problem is that for each of those features, they're amazing.[00:47:43] Simon: If you understand the edges of the feature, if you're like, okay, so in Google, Gemini, Excel formulas, I can get it to do a certain amount of things, but I can't get it to go and read a web. You probably can't get it to read a webpage, right? But you know, there are, there are things that it can do and things that it can't do, which are completely undocumented.[00:47:58] Simon: If you ask it what it [00:48:00] can and can't do, they're terrible at answering questions about that. So like my favorite example is Claude artifacts. You can't build a Claude artifact that can hit an API somewhere else. Because the cause headers on that iframe prevents accessing anything outside of CDNJS. So, good luck learning cause headers as an end user in order to understand why Like, I've seen people saying, oh, this is rubbish.[00:48:26] Simon: I tried building an artifact that would run a prompt and it couldn't because Claude didn't expose an API with cause headers that all of this stuff is so weird and complicated. And yeah, like that, that, the more that with the more tools we add, the more expertise you need to really, To understand the full scope of what you can do.[00:48:44] Simon: And so it's, it's, I wouldn't say it's, it's, it's, it's like, the question really comes down to what does it take to understand the full extent of what's possible? And honestly, that, that's just getting more and more involved over time.[00:48:58] Local LLMs: A Growing Interest[00:48:58] swyx (2): I have one more topic that I, I [00:49:00] think you, you're kind of a champion of and we've touched on it a little bit, which is local LLMs.[00:49:05] swyx (2): And running AI applications on your desktop, I feel like you are an early adopter of many, many things.[00:49:12] Simon: I had an interesting experience with that over the past year. Six months ago, I almost completely lost interest. And the reason is that six months ago, the best local models you could run, There was no point in using them at all, because the best hosted models were so much better.[00:49:26] Simon: Like, there was no point at which I'd choose to run a model on my laptop if I had API access to Cloud 3. 5 SONNET. They just, they weren't even comparable. And that changed, basically, in the past three months, as the local models had this step changing capability, where now I can run some of these local models, and they're not as good as Cloud 3.[00:49:45] Simon: 5 SONNET, but they're not so far away that It's not worth me even using them. The other, the, the, the, the continuing problem is I've only got 64 gigabytes of RAM, and if you run, like, LLAMA370B, it's not going to work. Most of my RAM is gone. So now I have to shut down my Firefox tabs [00:50:00] and, and my Chrome and my VS Code windows in order to run it.[00:50:03] Simon: But it's got me interested again. Like, like the, the efficiency improvements are such that now, if you were to like stick me on a desert island with my laptop, I'd be very productive using those local models. And that's, that's pretty exciting. And if those trends continue, and also, like, I think my next laptop, if when I buy one is going to have twice the amount of RAM, At which point, maybe I can run the, almost the top tier, like open weights models and still be able to use it as a computer as well.[00:50:32] Simon: NVIDIA just announced their 3, 000 128 gigabyte monstrosity. That's pretty good price. You know, that's that's, if you're going to buy it,[00:50:42] swyx (2): custom OS and all.[00:50:46] Simon: If I get a job, if I, if, if, if I have enough of an income that I can justify blowing $3,000 on it, then yes.[00:50:52] swyx (2): Okay, let's do a GoFundMe to get Simon one it.[00:50:54] swyx (2): Come on. You know, you can get a job anytime you want. Is this, this is just purely discretionary .[00:50:59] Simon: I want, [00:51:00] I want a job that pays me to do exactly what I'm doing already and doesn't tell me what else to do. That's, thats the challenge.[00:51:06] swyx (2): I think Ethan Molik does pretty well. Whatever, whatever it is he's doing.[00:51:11] swyx (2): But yeah, basically I was trying to bring in also, you know, not just local models, but Apple intelligence is on every Mac machine. You're, you're, you seem skeptical. It's rubbish.[00:51:21] Simon: Apple intelligence is so bad. It's like, it does one thing well.[00:51:25] swyx (2): Oh yeah, what's that? It summarizes notifications. And sometimes it's humorous.[00:51:29] Brian: Are you sure it does that well? And also, by the way, the other, again, from a sort of a normie point of view. There's no indication from Apple of when to use it. Like, everybody upgrades their thing and it's like, okay, now you have Apple Intelligence, and you never know when to use it ever again.[00:51:47] swyx (2): Oh, yeah, you consult the Apple docs, which is MKBHD.[00:51:49] swyx (2): The[00:51:51] Simon: one thing, the one thing I'll say about Apple Intelligence is, One of the reasons it's so disappointing is that the models are just weak, but now, like, Llama 3b [00:52:00] is Such a good model in a 2 gigabyte file I think give Apple six months and hopefully they'll catch up to the state of the art on the small models And then maybe it'll start being a lot more interesting.[00:52:10] swyx (2): Yeah. Anyway, I like This was year one And and you know just like our first year of iPhone maybe maybe not that much of a hit and then year three They had the App Store so Hey I would say give it some time, and you know, I think Chrome also shipping Gemini Nano I think this year in Chrome, which means that every app, every web app will have for free access to a local model that just ships in the browser, which is kind of interesting.[00:52:38] swyx (2): And then I, I think I also wanted to just open the floor for any, like, you know, any of us what are the apps that, you know, AI applications that we've adopted that have, that we really recommend because these are all, you know, apps that are running on our browser that like, or apps that are running locally that we should be, that, that other people should be trying.[00:52:55] swyx (2): Right? Like, I, I feel like that's, that's one always one thing that is helpful at the start of the [00:53:00] year.[00:53:00] Simon: Okay. So for running local models. My top picks, firstly, on the iPhone, there's this thing called MLC Chat, which works, and it's easy to install, and it runs Llama 3B, and it's so much fun. Like, it's not necessarily a capable enough novel that I use it for real things, but my party trick right now is I get my phone to write a Netflix Christmas movie plot outline where, like, a bunch of Jeweller falls in love with the King of Sweden or whatever.[00:53:25] Simon: And it does a good job and it comes up with pun names for the movies. And that's, that's deeply entertaining. On my laptop, most recently, I've been getting heavy into, into Olama because the Olama team are very, very good at finding the good models and patching them up and making them work well. It gives you an API.[00:53:42] Simon: My little LLM command line tool that has a plugin that talks to Olama, which works really well. So that's my, my Olama is. I think the easiest on ramp to to running models locally, if you want a nice user interface, LMStudio is, I think, the best user interface [00:54:00] thing at that. It's not open source. It's good.[00:54:02] Simon: It's worth playing with. The other one that I've been trying with recently, there's a thing called, what's it called? Open web UI or something. Yeah. The UI is fantastic. It, if you've got Olama running and you fire this thing up, it spots Olama and it gives you an interface onto your Olama models. And t
Brian Joseph joins Dr. Sandie Morgan as they discuss how investigative journalism can reveal the hidden realities of sex trafficking in the United States. Brian Joseph Brian Joseph is an investigative journalist with more than 20 years of experience uncovering stories of systemic corruption, criminal enterprises, and human exploitation. His latest book, Vegas Concierge, is a riveting expose that shines a light on the darker realities of the entertainment capital of the world. Key Points Investigative journalism plays a crucial role in exposing human trafficking networks and systemic corruption. Vegas Concierge tells the story of Angela, a survivor of sex trafficking, providing insight into the lived experiences of victims. Las Vegas is considered a hub for trafficking activities, often referred to as a "Mecca" within the pimp subculture. The tipping culture in Las Vegas casinos facilitates trafficking by allowing trafficked women to navigate and avoid detection. Many traffickers coerce women into the sex trade by exploiting past trauma and manipulating their self-worth. Women often cycle through multiple traffickers, unable to break free from the system due to a lack of alternatives. Female traffickers are common, yet often overlooked in discussions around human trafficking. Institutional complicity and economic incentives within the casino and entertainment industries perpetuate trafficking. Grooming, though not explicitly illegal, is a critical step in the coercion and exploitation process. The book emphasizes the importance of understanding the specific details of trafficking cases, rather than generalizing experiences. Joseph highlights the nonpartisan nature of human trafficking as a human rights issue that should be prioritized politically. A call to action for readers is to engage deeply with the issue, educate themselves, and push for systemic change. Resources Buy Book VegasConciergeBook.com Transcript [00:00:00] Sandie: Welcome to the Ending Human Trafficking podcast here at Vanguard University's Global Center for Women and Justice in Orange County, California. This is episode number 335, Investigative Journalism, a Pathway to Understanding Sex Trafficking. We're here with. Brian Joseph. My name is Dr. Sandy Morgan, and this is the show where we empower you to study the issues, be a voice, and make a difference in ending human trafficking. [00:00:51] Sandie: Brian Joseph is an investigative journalist with more than 20 years of experience uncovering stories of systemic corruption, criminal enterprises, and human exploitation. His latest book, Vegas Concierge, is a riveting expose that shines a light on the darker realities of the entertainment capital of the world. [00:01:20] Sandie: Brian, welcome to our podcast. [00:01:23] Brian: I'm glad to be here. Thanks for having me. [00:01:25] Sandie: So you're used to putting all of your energy into written expression. How are you enjoying being on the speaking circuit. I saw you last night at a book signing and last month at another one. [00:01:43] Brian: It's, it's been a change. Obviously I'm feel more comfortable behind a keyboard than anywhere else, but this has been a lot of fun. [00:01:49] Brian: It's, it's great to, you know, interact with folks that have read the book and, and it's always a, you know, I enjoy talking with people. [00:01:55] Sandie: All right. Well, we're going to have a great conversation. I do have a keyboard here. I could let you hold. So, okay. So tell us what. What drove you to actually do more than just an investigative article, but an entire book? [00:02:13] Brian: Well, I think, you know, by the time that, uh, uh, I started working specifically on, on the case that became the centerpiece of Vegas Concierge, I had already, you know, gathered quite a lot of information about domestic sex trafficking in the United States. And so, and then the,
Brian Lee, from Through Cohort and Broken to Beloved Summit interviews Tears of Eden's Founder Katherine Spearing about the Church's harmful teachings on marriage that can result in very real trauma—for single and married people. Transcript (Unedited for Typos and Misspellings)Brian: [00:00:00] Hello everyone, welcome to our session. I'm here with Katherine Spearing. Katherine is the founder of Tears of Eden, a non profit supporting survivors of spiritual abuse, and the host of Tears affiliate podcast Uncertain. She also hosts the podcast Trauma and Pop Culture, and is a certified trauma recovery coach, working primarily with clients who have survived cults, High control environments, spiritual abuse, and sexual abuse.She also provides specialized trauma informed career coaching, as folks with trauma often need extra support for interviewing and networking, which I can attest to. Catherine is the author of a historical romantic comedy, which we talked about last year, Hartford's, a novel that challenges gender roles in a patriarchal society that will appeal to fans of Jane Austen.And she's been a guest on a number of podcasts. including indoctrination, and that's so effed up. She's the author of several non fiction articles and writes regularly at katherinespearing. com and tearsofeden. org. Welcome back, welcome back. [00:01:00] Very excited, Katherine: very excited. Me too. Brian: So we're here to talk today about being single within the context of faith communities, which is a big I don't know anywhere else that I really hear about this talked about, so I'm excited to dive into it.What is it like for a single person within these communities? Katherine: Right, yeah, and I think on the subject of it not being talked about very much, I definitely looked, obviously, that's who I am. So I have looked for books on this particular topic, and they all tend to have this, like, this like, consolation prize flair to it.Like You're a single, but you didn't want this. So here's some tips for being happy despite the situation that you find yourself in as if it's like. So so sad. And so haven't haven't read a lot where I was just like, Oh, like I'm empowered. I'm inspired. I'm [00:02:00] encouraged very, very rarely. And then also just within this topic that I'm very, I'm very passionate about just living a thriving life wherever you are and being very present wherever you are, no matter.Single or not, and I think 1 of the things that I have discovered through just the work that I do with religious trauma and spiritual abuse survivors is that to say, hey, like, it's, you know, really important to live a thriving life here. Here are tools to live a thriving life to then. Ignore the systemic issues that then make it difficult to have a thriving life.It's kind of, it's just half of the story. And so there's a lot of. Messaging towards singles of just like be content and be happy within faith communities without acknowledging the things that then make it difficult to be happy. And one example is [00:03:00] I learned very, very young that it was okay for me to be single, but it was okay for me to be single only.If I was unhappy about being single and only I was actively seeking to change that status and at the same time be happy being single and so rejoice in this lot that God has given you, but then also actively seek to change it and actively. Date and actively ask for prayer for your future husband. So, it's very, very stark cognitive dissonance happening within these communities.I also, my, my vocation was ministry and the perspective that I'm coming from for this conversation is. The even growing up in the evangelical church and being in that evangelical perspective, also choosing a vocation of ministry and and being in that for almost a decade. [00:04:00] And and so I think I experienced some of this a little bit more acutely because.I was in ministry and, and happened to be in denominations that were just much more male friendly. And so having being a woman and then also being a single woman some of the stuff I experienced a little bit more acutely. So that's, that's the example that I'm, the perspective that I'm coming from and, and then we'll occasionally use just some stories and examples from clients and, and friends of mine who've also experienced this as well.And. But, yeah, so 1st of full time vocational ministry experience was on the mission field in Mexico. I'm 28 years old. I am the only single woman on this fairly large missions team. I went down. To help plant a church that was like my specific reason for going and the, there was a [00:05:00] headquarters office that I went to every day as part of my work and and, and pretty much right away things like they would have a team meeting for.The church plant, and I was not invited and I, I, I was actively a part of the missions team and would like, go to the office and work in the mission field. All the other women missionaries were. worked at home and were, you know, took care of their children and took care of their homes. They were not actively coming into the offices.They were invited to this missions team. And so right off the bat, I was like different here. Exactly. Just instantly. And in Mexico, the. The that's hierarchy of, of marriage and marital status is even more extreme, I would say, than [00:06:00] than in the, like the South, which is also pretty extreme and.And yet nobody was like, Hmm, it's weird that you're not there. It was like, there was no, and I decided not to make an issue about it, that particular thing. But I was still expected to show up, you know, to church an hour early and help set up and put the coffee on. So I was still a part of this team and help lead the Bible studies and all that sort of stuff, but not part of the planning, not offered a seat at the table.And, and it wasn't a gender thing. It was. The only thing I can think of. A singleness thing. I'm not married. And I think that that was something that I experienced constantly throughout my faith community experience was like, we not a, there's something wrong with you so much, but as a, but a, we don't know what to do with you.Like, we don't know [00:07:00] what category to put you in. Another example was, I was volunteering. Very actively, this is before I went to Mexico in the youth ministry, and I was very, very actively involved in the youth ministry again, like late 20s, considering youth ministry as a potential avenue for ministry.If I did go into full time ministry, and the church that I attended did not have like, singles groups and young marrieds and it was just kind of all adult classes and they were topical, which I think is great and. There was a parenting class, and I thought I'm gonna work. I'm working with youth. 50 percent of that is working with parents and.And then it was targeting like young marriage. Who are my peers? Like some of them are the same age as me. Mm-Hmm. . Some of them are a little bit older, some of them are a little younger. And so it made perfect sense to me that I would go [00:08:00] to this class, which I did, and a week class, I had friends who were leading this class.A married couple that was leading the class, leading the class. And so I knew them and then there was an older couple in the class who had already raised their children and they were there because they wanted to connect to younger families. And they were the only people that talked to me, nobody else talked to me.And it was so. obvious that as soon as there would be like a break or the class would end they would like huddle like so fast it was like like very very quickly just just like ah we don't don't leave us alone yeah with that one we don't Brian: we don't know what to do with her Katherine: we don't know what to do with her and so i'll always feeling that Experience and, and many years later, I worked in [00:09:00] California, which is a very different culture and and I had a very good experience as a single person in California.And I started to wonder after a few years being there, did I make that up? Was that my imagination? Like, like, maybe it wasn't as bad. Maybe it was my insecurity. Like, maybe, you know, I, I felt weird. And so that's why I thought these people were ignoring me or whatever. And then I was in in LA during the biggest part of COVID.So didn't really interact with many people and thought, Oh, maybe I just made it up. Maybe if I go into the spaces and I'm just like super confident, like, they'll be fine. Maybe it's not as bad as I thought. And, and yet, even now, when I go into certain communities, and I would say probably the biggest one right now is as extended family that is in the South.And it is a much more just like, Nuclear family focused. [00:10:00] Everything is focused on that and you get married and you have kids and then you raise the kids and they go to college and then they get married and they have kids and then they raise their kids and their kids go to college and then they get married and they have kids and that's just a cycle and rinse and repeat and I would go, go to, go to events, go to weddings, go to funerals, be around this, this community of people and It, I was like, it's still here.It's, it's still real. And, and after like three hours of talking about feeding schedules and potty training, I'm sitting there like, okay, I have a pretty cool life. A lot of cities. I started this nonprofit. I have a book out. I have a podcast. Like I'm a pretty interesting person. No questions, zero interest in my life outside of how much I can engage with their life.And so it's very, it was [00:11:00] very, it's very, very obvious in those. In certain contexts that there's this otherness and this marginalization and just like you're different and rather in engaging with that difference, we're just going to draw a distance and at best you're ignored at worst, they're actively trying to get you to change who you are and change your marital status and try to figure out what's wrong with you that you're not married.Right, that is how that is. Brian: Yeah. Thank you for sharing all that. And I'm, I'm sorry that happened to you and that's not at all alienating. Right? My goodness. Well, and I remember working at a church as a young single man. And I was the worship leader at the time, but it was just. It is a lot of that alienating feeling of, well, who can we hook you up with?When are you going to [00:12:00] get married? Let's pray for your future wife. And all these things, it's like, and there was a big part of me that wanted to get married, but there was also a big part of me. It's like, but this is kind of, I'm fine with this right now. This is the season of life I'm in. And why is there always this need to rush?People through these stages of life that may not be for them at all, because even once you're married, then it's the whole train of, oh, well, when are you going to have kids? And then once you have another one, and then it's like, some people are just never satisfied, right? There's this, there's this weird hierarchy of.Having arrived as a human and it's, I can't even imagine cause I'm not one, but I, it's so much worse for women because not only do you have to get married, but then once you are someday a wife, if you don't become a mother, then you're not really a whole woman and all these other things that I've heard that are just so harmful in these faith communities.Katherine: Absolutely. Yeah. And then, and then the difference, there is a different flavor, but I think between like a male [00:13:00] experience and a female experience. And I remember going to seminary and, and the church planting, there's like a church planting portion of the seminary that I went to and I loved church planting and I thought it was really cool.Well, I was told. You know, you'd be a really good church planter if you were a man. The men were told, don't church plant unless you're married. Like, don't do that. Like, that's, I would not advise doing that. Like, you can't do it unless you're bound to another person or you have a wife to do 50 percent of your free labor.So the pressure, like you're not fully Incubated yet. Brian: Yeah, unlike, you know, Paul or Jesus or so, you know, for all this stuff that's going on in the churches in different faith communities. Why does this stuff happening Katherine: matter? I think the biggest reason why it matters is [00:14:00] it can result in very real trauma to, to constantly feel like you don't fit.Yep. And constantly feel like You are not enough all by yourself. Mm-Hmm. . And that, that that can result in, you know, when you're, you know, supposed to, trying to embrace your life and, and be confident. And be secure and, and love who you are, where you are. And then you're surrounded by people who are looking at you like you're really strange or just like.Saying things like, well, do you even want to get married or accusing you of being too picky or, or constantly receiving this message of you're not fully. You haven't fully arrived yet. You're not a full, complete human. And, and then as you mentioned, I think that this can have just like [00:15:00] implications for just like the wider community as well, of, of people getting married when they're not ready to get married and I, it happens.I am so grateful and honored. That enough people have shared with me that they got married too soon. And enough people have shared with me that the reason they got married was because they were dating someone who wanted to marry them and they were afraid someone else wasn't going to come along. And so they locked it down and, and enough people who have admitted that, which means there's probably a lot of more people who have never.Admitted that because of how much pressure there is like a man saying, hey, you can't plan a church unless you're married. Okay. Let me just find someone to marry me. Oh, maybe in an ideal world. That would never happen. Well, it does happen. And, and there is so much [00:16:00] pressure to, and people end up in these relationships that are Not necessarily healthy because they haven't had a chance to differentiate.And the messaging around marriage and the nuclear family can lead to a lot of enmeshment in marriage and, and people who aren't able to, to create individual identities because they're so wrapped up in, in that, in that partnership for women. It results in a lot of them just surrendering their power and surrendering their agency the minute that they're in that relationship.And, and I have friends now who are in their forties and fifties who are learning about their, themselves and their identity as an individual for the very first time, because they just got married so young, they never had an opportunity to figure out who they were and what they really [00:17:00] liked and. I have friends who have told me, and this makes me very sad, that their predominant emotion once they got married Wasn't joy and wasn't excitement.It was relief. That makes me so sad that it's like, it's over like, so, so sad. And speak so loudly of the amount of pressure and the, and the. Miseries to some extent of being single in these faith communities that isn't self inflicted. A lot of times parts of it. Sure. But, but a lot of it is, is the community itself of not not having.And I have a dozen stories similar to the Mexico story of just like not having a seat at the table simply because well, part of its gender and part of it was marital status and and not being Treated as if I didn't have anything to [00:18:00] offer because, because I wasn't married. And if you are in those communities all the time, you have no other reference.You'll start to believe it. It's really hard to not believe when you're getting that inundated with that messaging, that there's something wrong with me and I don't have anything to offer. Why? Why would I want to be at the church planting meeting? I'm not married. I don't have anything to offer that that type of experience.And it's very, it doesn't just impact single people. I believe very firmly that this. This mentality impacts the wider faith community as well. And as you mentioned, just like, you know, you get married and then it's like when you're going to have kids and the same thing for child free people. Like, you're allowed to be child free, but only if you're actively seeking to change it.Right? Yet also be content with your child freeness, but also be trying to change it. And then my sister, first baby. Baby wasn't [00:19:00] even barely out of the womb and people are asking her when her second child is coming. Yeah, when's the next one? When's the next one? It's like never enough, it's never enough, never enough, never Brian: enough.Yeah, man. It just speaks to how broken these systems are and how flawed the theology is of identity, of wholeness, like you're talking about, of, of, like you're saying, the whole individuation and differentiation piece. It's like, I, you know, you tell your, that story about all the things about Mexico and all these other places.And it's like, and you know, joining these different small groups or Sunday school classes I think of that quote from Walt Whitman or Ted Lasso or whoever you want to say it's from about being curious, not judgmental, right? And so often people in these faith communities default to a position of judgment or assumption, [00:20:00] right?Oh, this poor single person, they must be miserable. Let's adopt them and then try to find every eligible. Whatever, to pair them up with. Parade them, parade them across. Yeah. Well, and then by doing that, you turn them into a thing instead of a person, right? Because they become, you become their project, which never feels good.Never. And then you, you add on the layer of what harm purity culture has done to the church through the 80s and 90s. And all these people, like you're saying, get married young out of a sense of relief to escape the trap of singleness. And then, or they just get married so they finally have sex. Which is awful because they've known nothing about it and weren't ready for it, right?And then, you know, in the 80s and 90s, there was so much vitriol and defense against divorce. And nowadays, Christians are the exact same statistic as everyone else. It's so, so Katherine: common. Yeah, and I mean, and that is one of the [00:21:00] ways that it impacts the wider community as well, is because there are so many divorced people, widowed people, they're single.And, and they're back in that, you know, phase after being married. And it's again, like, what do we do with you? Yeah. Like. Let's find you someone else to marry, like, let's say the cycle starts again and, and it's not, it's not that, it's not a guarantee that marriage A will happen or B will last and, and, and that, and that ability, as you said, to have that curiosity.A kind curiosity. Not a what's wrong with you, but a tell me about your life. Tell me how you feel about this. And, and giving, giving that space [00:22:00] for people to be different and willingness and that judgment tends to come from a place of fear. We, we fear the thing we don't understand. If someone gets married at 22.And has never known a life of singleness, they're not going to know what it's like and so it's going to be very different. It's going to be an anomaly and it's so much, it's easier to just not engage and like, and it's safer. To not engage to some extent of just, you know, I'll let her talk to her people and I'll talk to my people and, and it's very sad to me because it's a very, it can be very isolating, I think, and, and very.What's the word? Yeah, just like, just very kind of, kind of stagnant and, and [00:23:00] oppressive to, to surround ourselves with people who are just like us and in the same stage as us and can talk about all of the things that we talk about. And, and there it's, I think that it's challenging to grow when, when you are.Surrounded by people who are just like you doing all of the things that you do and and how much more vibrant and colorful life is when we can engage with people who are different than us and single people are forced to do that. Because we're often alone or marginalized in these communities. And so we're constantly seeing things from the perspective of the married person, the people with the family, we're able to engage in those conversations about feedings and, and potty training because everyone's doing it [00:24:00] and, and it does take a little more effort from that parent who has, you From that world and, and look around and see there are other people out there and there are other, there are other stories in the world.And I, I mean, I was raised in a very fundamentalist world that was very isolating and very much like feared the outside world and feared people who were different than us and didn't believe the same things that we believed. So it was not because of nurture. Unless it was rebellion, potentially that I love.Encountering people who are different than me. Like I love encountering different cultures. I love encountering people who have, you know, jobs that I've never had different, different lifestyles, different cities, country. Like I just, I love engaging with people who are different and I [00:25:00] find it to be such a fulfilling experience to have so many people that are so different from me.in my life. It's amazing. And I'm sad for extended family and in the South who cannot engage with conversation outside of their bubble. That makes me sad, you know, personally, but then also just like, you don't get to know me. Yeah. Brian: Well, and you know, microcosms of. These echo chambers where this tiny little community's behaviors become normalized and then you view everyone else like you're saying as the outsider as the other and like, well, that's weird when really it's like, actually, it's your little group that you can't see outside of right?So, so how do we break out of that? Like, what can, what can be done? Katherine: Right? Well, I would say just. Speaking to two different audiences and I would say for, I mean, I mean, really for anyone, but for [00:26:00] a single person, I would say, and I've had to do this, actively surround yourself with people who are for you and not for you, but They would prefer that something about you change specifically your marital status.And, and, and they're not constantly trying to set you up or find someone for you. There's nothing wrong with that. And I, I mean, and setups happen within the single community too. Like I. A friend of mine the other day, like, showed me two people in a dating app who are in my community. And and I just, you know, gave her my opinion.Like, this person, they are great, but I really don't think that you would enjoy them. But this person, the little that I know about them, I think that it could be a good fit. And we're not, like, hoarding all the single people. Like, I'm like, I know these two people aren't a good fit for me. They might be a good fit.I've, you know, connect friends in other [00:27:00] cities. Like, Hey, so and so lives in your city. Y'all should get coffee. Brian: Well, and I imagine the big difference is that it's invited, right? Instead of imposed. Katherine: Yes. She showed me the people on her dating app. I'm like. Asked my opinion. 100%, 100 percent that the invitation has been given.And it also within the context of actually knowing the person, not just, Hey, this person is single. Yes. That's good. Together. Yeah. You actually know what would be good for them. And, and so surrounding yourself with people who Campioning you excited for you excited for your life, and I, I have actively had to do that and have had to seek out people and fill my life with people who are on my team and cheering me on and there are some people in my life who still find it a little strange, you know, [00:28:00] my.Marital status, but they're, they, they have kind of moved to being more of a, an acquaintance simply because of, of, of that particular part of it is that it's not, I'm not fully accepted in their eyes and they're not fully able to engage with my life right now. And so that might happen. And it's challenging, but it's also absolutely 100 percent worth it to be surrounded by people who are for you.And then for just like the wider community, I think just cultivating, as you have already stated, curiosity and a interest and people who are different, and that will serve. across the board for any marginalized community of just being willing to engage and ask questions and not treat like a [00:29:00] project as you, as you mentioned, as someone that I need to fix or my token single friend.Yay! I have one. Well, the Brian: other thought I just had is like, or what I often see in churches or faith communities is that the single people get treated as free labor. Because they're single. So you must have all the free time in the world to go volunteer for this thing or take care of this thing. And it's like, can we also stop doing that, please?Katherine: Absolutely. Yeah, I didn't, I didn't mention this at the top of the conversation, but in that same church planting experience in Mexico, usually when you start a church, first thing you need is a pastor. And then the next thing you need is a worship leader. And then the next thing you need is a children's minister.And I saw it coming. I saw it coming. I was like, no, I was like, I drew, I was like, I don't care if I get fired. No . Yeah. I will not be in charge. Yep. Of Brian: children's mission. Well, and I've heard horror stories from missionaries on the field who, [00:30:00] for their team meetings or staff meetings, same kind of a thing for the single people who were there as part of the team.Fully part of the team. Mm-Hmm. don't get invited to meetings because they are expected to stay behind and babysit for all the married couples kids, it's like. What, you know, what is that Katherine: I did during the team meeting? What is Brian: that? Exactly. Yeah. And it's just, you know, and you know, you're a trauma recovery coach night.I don't think either of us are actually therapists or counselors, but, you know, when I think of not just trauma, but complex trauma, like the CPTSD part, it's, it's when these little traumas are drip by drip happening over and over and over again, over an extended period of time. And so it makes sense why.We get indoctrinated with these ideas or why it's so hard to break out of those kinds of systems or Find and surround ourselves with these people who are curious about us and for us and all those things who? Want a real identity? for our single friends [00:31:00] Or single people that we don't know that we want to become friends with.And it's like, I just want to know who you are. I don't care that you're single or not single or a wife or not a mother yet, or any of these things, like it applies to pretty much every stage of life. If we would allow people to just be people and not projects. We would go a long way. I Katherine: think. Absolutely.Yeah. Just let what? Yeah. And that just simple curiosity of just letting someone be who they are. And, and maybe they will share that they really do want to get married and, and they are sad and hold space for them in their sadness as you would hold space for anyone grieving. Yeah. And, and not necessarily, Yeah.Okay, let's fix this. Let's find someone for you. Like that's grief like any other kind of grief. Yeah. And, and let's let, let's grieve together rather than. Yeah. Seek to find [00:32:00] the thing that will take this pain away because it's, it's not going to take the pain away really. It's, there's going to be something else, you know, like we're never.We're never, and I think I learned that recently from the the speaker at the retreat con for Tours de Vida in our first in person event. And she just, she talked about thriving and she gave us this, this grid of all these different like seasons of life and stages of life and your career and then your family and then your relationships and then your friends and then your church community and like all these different, you know, bubbles of our.You know, acquaintances and, and spheres of our lives. And, and she was like, you're never going to be thriving in every single one. Yeah, and that doesn't mean you're not thriving. Yeah. Just to have a few that are not going well does not mean you're not thriving. And it was really, really helpful because I felt like I was always searching for the state of equilibrium and which [00:33:00] everything was going well.All the time. We're never going to be in that place, whether we are married or single or otherwise. And so, so being willing to hold that space for someone wherever they are in that and not try to fix it just as we would for anything else. And not treat it like it's this other thing, like we don't, this disease to some extent.So let's stay Brian: away and yeah, well, and you briefly touched on it earlier, but the idea of singleness is not just about I've never been married before or been on a date or any of those things, but it's it's also people who have been divorced or widowed or whatever those things are. And it's like when we allow them to just be people.And grieve with them in that process, if they are grieving, right? And then not jump to try to solve their problem of, Oh no, you're single and alone again. How do we set you up with someone else? It's like, no, that's not the answer. It's like, be curious, ask, like, Has anyone asked what they actually want? [00:34:00] Or are looking for?Or are they perfectly happy being single? Or is it a married couple completely happy never having kids? Yes, whatever the situation is, right? And I think there's so much that can be said for Meeting people where they are and on allowing them to be where they are in the season that Katherine: they're in. Yeah.And then I think just to kind of wrap it up of in order to be willing to accept someone where we are, we, I think we have to acknowledge some of that theology that has been ingrained into us that dictates this mentality that marriage singleness and parenthood is more ideal than. Being trialed free and, and the people who have been told that they're selfish for not wanting children or you're not a full complete human being until you're married and joined to another person those, those messages are very damaging and, and that is where that trauma comes from.So some of it's [00:35:00] just. It's cultural. I'm like just swimming in it and that's just the way it is. But some of it actually comes from really damaging messaging about deep things. And that might be something that people need to wrestle with before they can even get to that place. Of accepting someone who's different because if it's like, you're not just different.There's actually something wrong with you and you're actually doing something wrong by not having kids or you're actually doing something wrong by getting divorced or, or, or something like that, then it's going to be hard to engage. So that might be something that folks just need to. Wrestle with and yeah, figure out what they Brian: believe.Yeah, that's really good as we wrap up you mentioned your retreat con. Would you tell us more about Katherine: it? Woohoo. Yes. So tears of eden is As mentioned earlier is the non profit for survivors of spiritual abuse and from folks from the evangelical Community primarily. We had our [00:36:00] first in person event in October.And one of the things that Tears of Eden does is we do provide resources to sort of name that experience. But we do seek to be trauma informed. And one of the things that is helpful for healing trauma is, is integration between our minds and our bodies and engaging our bodies in that healing process.And so we had a speaker and she was. A phenomenal, wonderful person. And then and then we also had just very embodied workshops when normally you would go to, you know, maybe a small group and like, sit and listen again in a workshop all of these workshops are very active embodied workshops. We had yoga.We had improv. We had dance. We had a story jam, which is this live storytelling event and that Opportunity for people to tell stories and have an audience engage with them. Just a very embodied event and it was so cool. It was so fun. It was I hope everyone who is a survivor gets [00:37:00] that experience of being in person.With someone who's also had that experience. There's something extremely special about just like meeting someone and knowing instantly that they get it. It's just, there's nothing like it. It's, it's really, really cool. So yeah, everyone gets to do it Brian: sometimes. I love it. Congratulations on getting to do that.Yes, it was great. It was very exciting. Where can people find you or RetreatCon Katherine: online? So my personal website is katherinespearing. com and my main social media presence is on Instagram at katherinespearing. And Tears of Eden is tearsofeden. org. We also have a podcast and the main social media presence for Tears of Eden is the Uncertain Podcast at, at Uncertain Podcast on Instagram as well.So check it out. Brian: Awesome. We'll provide the links for everyone down in the session notes. Catherine, thank you so much for participating again and helping move toward healing Katherine: and [00:38:00] wholeness. Wonderful. Thanks for having me.
Several property managers find themselves feeling alone in their difficult market. It might feel impossible to grow after being stagnant for so long. In this episode, property management growth experts Jason and Sarah Hull sit down with DoorGrow client Brian Bean to talk about how he grew his property management business despite the challenges he faced. You'll Learn [01:55] Getting started in property management [06:20] Making business partnerships work [09:47] Shifting from real estate to property management [18:21] What's next for your property management business? Tweetables “It's really difficult for partnerships to be successful because for most people, the ego is getting in the way.” “What you focus on is what you get.” “Until we learn how to get and find people that we feel safe with, I don't think we're supposed to trust.” “When you get really great people, it's not hard to trust them.” Resources DoorGrow and Scale Mastermind DoorGrow Academy DoorGrow on YouTube DoorGrowClub DoorGrowLive TalkRoute Referral Link Transcript [00:00:00] Brian: After 10 years of just being flat from 30 to 35 units. And then now literally doubled it last week. And that's been from following your instruction, your philosophies and you know, focusing on building this business. [00:00:15] Jason: Welcome DoorGrowers to the DoorGrowShow. If you are a property management entrepreneur that wants to add doors, make a difference, increase revenue, help others, impact lives, and you are interested in growing in business and life, and you're open to doing things a bit differently then you are a DoorGrower. DoorGrower, property managers love the opportunities, daily variety, unique challenges, and freedom that property management brings. Many in real estate think you're crazy for doing it. You think they're crazy for not, because you realize that property management is the ultimate, high trust gateway to real estate deals, relationships, and residual income. At DoorGrow, we are on a mission to transform property management business owners and their businesses. [00:00:58] We want to transform the industry, eliminate the BS, Build awareness, change perception, expand the market and help the best property management entrepreneurs win. I'm your host, property management growth expert, Jason Hull, the founder and CEO of DoorGrow, along with Sarah Hull, co owner and COO of DoorGrow. Now let's get into the show. [00:01:18] So our guest today we're hanging out with Brian Bean, who is one of our clients and Brian your company is Dream Big Property Management. [00:01:28] Brian: That's right. We're in Merced, California. [00:01:30] Jason: All right. In Merced, California. So Brian welcome to the show. Oh, Riverside. You said Riverside. [00:01:37] Okay. Got it. I know this area. So yeah, I grew up in Rancho Cucamonga. So just a little bit near there. So Brian tell us a little bit about your journey and how you got into property management and then eventually how you stumbled across DoorGrow, I guess. [00:01:55] Brian: Right, so, I was a newspaper editor and reporter and I got a job, grew up in the Pacific Northwest, got a journalism degree, got a job in Palm Springs on the Daily Newspaper, and moved to California in the 80s. [00:02:11] And so I did that for 13 or 14 years toward the end I, you know, coming from an entrepreneurial background, my uncle gave me my first, second, third job when I was a kid he owned a, like, old style service station. So I grew up in that small business atmosphere. And when I went to work in newspapers, you know, I had these lofty aspirations, these utopian ideas, you know, you're getting your twenties about doing something to change the world or, you know, to have an impact. And I found out after about 10 years, that was just, it's just another corporate job. And so I was looking around for something else and I looked at a lot of different businesses. [00:02:55] And I ended up coming upon real estate and I was able to, while I was a newspaper editor, I was able to buy five, two five unit apartment buildings in Palm Spring. Nice. And that was my introduction to property management. I was pretty much doing that during the day. We were putting out newspapers in a, from like three in the afternoon to midnight, you know, the press would roll at midnight and and I did it all, you know, I, from everything from dealing with the tenants face to, you know, patch and drywall to whatever collecting rents, chasing rents, made all the mistakes. [00:03:33] And I was, it was self education trial by fire. And then a few years later, I went into real estate full time and sales. I had a partner in the apartments who was actually the listing agent on those apartments at the time, but he invited me into real estate full time in 2001. [00:03:49] And then we were off on a, and it was a run. And so I, I did property management for a while from on our own properties. And then I've just morphed into sales and we were pretty successful and very busy and then the market crashed, and you know, we just kind of moved with the market. [00:04:08] Jason: And when was that? [00:04:09] Like 2006, [00:04:11] Brian: maybe, or? [00:04:11] Yeah. So 2006 at least in our area, it was August, 2006 when we peaked sales wise. And in 2007, we had, I don't know, a dozen listings and nobody, you couldn't buy a showing, you know? And so 2007, it was the real estate market was, you know, dead man walking. It was, there was nobody really knew what was happening? Well, the masses, right? Some people knew, right? There was stuff going on obviously on wall street, but, the masses didn't know what was happening. Prices stayed up for awhile and they were, it was just like that, that hovering just before the, you know, you throw a ball in the air and it just kind of floats at the apex for a moment right before 2008 and then wow. [00:04:54] Right. Who knew? Yeah. So, You we just kind of morphed with it. I've worked, I did a lot of, I helped a lot of people with short sales, we worked in foreclosures and. And then I met my current business partner in sales working in an REO house as a buyer's agent. And we started our own company, Dream Big Real Estate, and that was 2008, 2009. [00:05:15] So from there, a couple of years later I just happened to say to my partner, you know, even though we were very busy, I said, "I really think we should launch a property management division" because at that time, my mentality was, it's a place where we can create sales listings, right? [00:05:35] And so we did that for a few years. And, you know, the interesting thing about it was that we didn't do any marketing. It was just really word of mouth, but. The day that I mentioned that to my partner, Tim, he just said, "yeah, cool, whatever." Right. he knew I was going to probably be working on it because I had the background in it, but I didn't tell anybody. [00:05:55] And the next day the phone rang and our first property management client just was calling out of the blue. Still have them, still work with them. [00:06:03] And then a week later, somebody else called. And it was the same thing, and that was our second client. Still working with them as well. And the, you know, I'm not into rubbing crystals or sleeping under pyramids, but you know, you ask the universe and the universe will provide. [00:06:19] Jason: One of the things that you mentioned, Brian, that I think's really interest is, it sounds like part of your journey, like there's this importance you've probably realized in partnerships. [00:06:28] because you've mentioned multiple times, you know, you partner with the listing agent and then eventually you partner with Tim. And so how is finding the right partners been instrumental in your growth and your progress? [00:06:41] Brian: Well, I will say this is that later on more recently, this year, they have broken out the property management business that was running as part of our real estate sales business. I've broken that out separately, and I'm now solo doing that. Right. Have had partners in the past, and I have found working with partners to be that there's advantages and disadvantages. Totally. It's hard to find, it's really difficult for partnerships to be successful because most people, the ego is getting in the way or, you know, there becomes a battle about, you know, who's doing what, who deserves this, who deserves that. [00:07:24] Yeah. Personality wise, I'm kind of roll with it person, you know? I'm more of a solution oriented person. Just what we need to get from point A to point B, what's the best way to do that? What for the good of the company, not necessarily for what's best for me personally. Yeah. So I've gone through a couple of partnerships with different people, I have been able to make that work from my point of view, because. [00:07:49] Because of my personality type, I think, but it is not for the the weak hearted, you know, I mean, it is some days are a lot harder than others. [00:07:58] Jason: I've seen some of the most successful I've seen have really healthy partnerships in some of the worst situations I've seen where they couldn't grow because one was like an anchor, not willing to move and they had just as much decision making power and until they were able to get that partner out of the business, they weren't able to progress. So it can be a boost in the positive, but it's really difficult to find a really good match. [00:08:24] Brian: Yeah, and that's the thing is like, I'm more of a behind the scenes person, just in general, I'm more like I can implement. I generally will have the ideas as well, but I'm the one that I'm kind of a control freak, quite frankly, and so one of my character flaws is right now that I'm trying to work on is feeling like I need to touch everything, you know, because that's that is a throttle in the business. [00:08:48] Jason: Well, I think we all start there. Every entrepreneur starts there, so everybody listening should be able to empathize with that because you know we want to do a good job because we care. We want to look good. We care about how we look right like whatever it is. The challenge with being a control freak is trust and until we learn how to get and find people that we feel safe with, I don't think we're supposed to trust, you know. We're not supposed to just trust blindly. We need to find people that deserve to be trusted and know how to build that team. And that's probably kind of the next level, right? Is for you maybe is to build that team of people that you trust because when you get really great people, it's not hard to trust them. [00:09:30] Yeah. But they need to match you. Like they need to be a good coach. And then it's a lot easier to trust them. And so in this journey, you split out your business and then you have a property management business. It's all yours. You're still doing real estate stuff also? You still connected to that? [00:09:47] Brian: I am, but my mentality has shifted. It's probably been more than two years since the first time I talked to someone from your company and yet we didn't start with your company until, when was it, March this year? It was a two year lag of wrapping my mind around the philosophy of, Just making the shift, right? [00:10:06] Because property management always for us was a, just a holding place for future sales listings. And now, it's the business. Property management's the business and sales is ancillary benefit. [00:10:21] Jason: So what prompted that shift? How did your brain work that out eventually? [00:10:25] Brian: I think it's a combination of a variety of things. Having now 20 plus years in the business, I've been through an up and a down and an up and a flat, right? Who knows what the next one looks like. Is it eighties, nineties, or is it two thousands downturn? Yeah. And where I am in life, right. And I mean, do I want to work forever? Just slinging, right? Do I want to be out there, you know, showing, opening doors at, you know, 68 years old? [00:10:57] Jason: And chasing deals? Yeah. [00:10:59] Brian: So mailbox money, right. Building a business that's sellable. Right now, or up until this point, I should say, it has been 100 percent every dollar that comes into our house is product of my labor, and that is a train coming down the track. [00:11:19] Right. So I needed to make some changes now that would have dramatic impacts on my future. If I wanted to change what I was doing, you know. [00:11:27] Jason: Yeah. Got it. Yeah. That switch from kind of recognizing you're kind of trading time for dollars to realizing, "Hey maybe I want to build something." [00:11:36] I mean, it's really tempting because you close one real estate deal, that can be a lot of money, but eventually I think there's a lot of real estate agents that wake up to this, that they're like, "Hey, if real estate kind of takes a nosedive or do I want to do this forever?" Maybe not. [00:11:52] Property management might be a really great business model. [00:11:55] Brian: Like I said, we did our sales under under Better Homes and Gardens now, and I don't know, did I say that? Maybe in my own head. So the property management is under my own brokerage. The sales that we do, we work under Better Homes and Gardens. [00:12:10] I, you know, Tim and I as sales agents here until this year, we've been the number one agent, like since we came here. So seven, eight years, however long it's been. I do see the changes. I have seen the changes come in and perhaps it's a little bit of you just mental scar tissue from the crash of, you know, '8, '9, '10, ' 11. Yeah. It's just, you know, because the cracks have been forming in the foundation of this real estate sales market for a few years. Right. And it's been propped up artificially by government policies. Yeah. For three, four years. Right. And so, I've been waiting for a shoe to drop quite frankly. [00:12:51] And so two years ago a guy used to work for you, Jon. I called Jon back in like February this year. "Hey, Jon, you still working over at DoorGrow?" Jon was actually the one who said to me two years ago, two and a half years ago now, " if you do this, our expectation is that you're going to change your philosophy. You're going to be a property manager who doesn't do sales." What? That took me a while to embrace. [00:13:17] Jason: Yeah. Yeah. Jon's a good friend of mine. We just went out to lunch recently. He's really sharp, dude. So, you know, I'm really curious, Brian, this journey from being a reporter for a while to real estate, to now shifting your identity into being a property manager, and that's the focus. How do you feel the reporter in you helps the property manager? [00:13:44] Brian: Yeah, perfect proving ground. It's who I am is based on education, information gathering, being an advocate for consumers, right? [00:13:56] That's what I was trained to be as a reporter and editor, as a journalist, and that just morphs perfectly into what I do now, which is to look after my client's financial well being, right? And it doesn't hurt that I tend to over explain things, right? Because that's what I do, right? Is my job is to go out and gather information and then provide it in an objective way so that people can then make the best decisions for them and their family, right? So that's being a reporter, right? It is to shine a light on the facts so that people can decide. I mean, sometimes you got to take them by the hand and lead them down the path, right, educating them along the way. Yeah, for sure. [00:14:37] Sarah: So what was the thing that made you go, "all right, I'm finally going to do this. Like I'm going to jump on board, get involved with DoorGrow and start really focusing on this property management thing? [00:14:49] Brian: Yeah. So earlier this year I had been kicking around, you know, you're looking at numbers, right? Kicking around the idea of "how much more time do I want to do this?" [00:14:59] And there were some personal things that got into it too, because you start looking at relationships and your family and looking at the things that are most important in your life. And priority wise, where have they been on your list? And so I decided I wanted to make some changes and then I lost some friends and family members just in the past year. [00:15:25] And so, one of the things that I picked up in the newspaper was Spending too much time in the office and and spending the less time seeing family and, you know, coming out of COVID and just, it's just like a combination of a lot of things all crashing together at one time. [00:15:41] Sarah: We are under attack in our house right now. [00:15:43] We have groceries being delivered. [00:15:45] Jason: Dogs are going nuts. [00:15:49] Our professional podcast, everybody, so. [00:15:53] Brian: Anyway, so that was you know, some personal stuff came up and I decided to reevaluate. Now, in the past 10 plus years, I've been doing property management. [00:16:04] providing a supply of say two to six listings a year and making that shift. I don't know, it was a conversation with my wife and you know, running numbers and trying to figure out like, is it even possible? And there's a transition period because what you focus on is what you get. Right. So if I start focusing a hundred percent on property management, and how is that going to affect my income for people? You know, because what I do today in sales, that's not income for 90 days. Right. So at some point you have to be able to make that transition. And so, you know, it was a bit of a leap of faith. [00:16:42] And so, like I said, when I called Jon to ask if he was still working with you guys, then he said, no. He called me back though, but he said no, but he then referred me over to somebody. So, but making that switch, it wasn't an overnight decision by any means. [00:16:58] I agonized over it. It was sleepless nights, some nights. But I knew that I had to do something. [00:17:04] Jason: So, well, you took a big risk then this leap of faith and then jumped on board with DoorGrow, decided to focus on property management. You feel like you made a good choice? [00:17:14] Brian: Yes. You don't know what you don't know. And so, I've been on a journey of learning what other people are doing, best practices, ancillary services to go along, you know, support type pieces of everything from other streams of income that are related that are, you know, not just management fees and placement fees, right? [00:17:37] I mean, there's a variety, but it's crazy what I've implemented just in the past six months, it's just been an insane pace and now I'm like eight days away from moving to a new, property management portal, and that will be the cherry on top, really. Most of the footwork of putting the foundation together will be mostly done, and then it's digging into processes. [00:18:02] Jason: Awesome. Yeah. So. Yeah. So you've made a lot of changes to your business and you said you've been learning it at an insane pace. So hopefully we're not making you bored with all this stuff. We've got plenty of stuff, right? It can be a bit overwhelming. We give the feedback on. So Brian, well, what's what's next for you in the future? [00:18:25] Brian: Right now I'm just trying to continue to learn from you and I'm just focusing on growing the number of doors that we manage and creating a business that will have sustainable and continuous growth and then part of the process has been, yes, putting the tools in place and doing the things that you know, I've been advised to do to create this and grow this business. [00:18:53] But when you start, you don't necessarily believe it, right? It truly is that leap of faith. And over time, my belief is starting to catch up with my activity. And so, you know, to go like when last week we literally hit the doubling point of when we started with you and after 10 years of just being flat from 30 to 35 units. And then now literally doubled it last week. And that's been from following your instruction, your philosophies and you know, focusing on building this business. [00:19:30] Jason: Yeah. Well, I'm glad that the next 30 doors didn't take 10 years. That's awesome. Doubling in four months and I think things will speed up from here. So, well, I think that's a good place to end on. I think that's really awesome. So we appreciate you as a client. It's been great seeing your progress. You know, I think there's a lot of property managers out there that are like you, they come from the real estate industry. They want to get out of the hunt and the chase. Maybe they've been doing property management for even a decade, but you know, they haven't really made progress in their growth significantly in the last year or two or three or 10, you know, and and now maybe it's time, maybe it's time. [00:20:10] So maybe some parting words, Brian, what would you say to those that like they've been watching DoorGrow for a while? What would you say to them? [00:20:17] Brian: Don't wait. You know, where would I be if I'd started two years ago? . I think about that occasionally, and then I have to stop myself because that just takes me off track. [00:20:26] And you get into that regret, you know, loop in your head. Like, no, I don't have time for that. I am where I'm now. And everybody is where they are now, right? And so you can either take action today or not, your results will reflect that. Yeah. [00:20:42] Sarah: And you're exactly where you're supposed to be in that moment. I can do that to myself too. I can go back and go, "Oh, what if I did this sooner? It could be so much farther." Right. But I think that things just tend to work out the way that they're supposed to work out and things kind of line up. And I think you were prepped, right? [00:20:59] You knew about DoorGrow. You were kind of checking it out. You weren't sure if you were going to make that jump and you did when you were ready and it paid off. [00:21:06] Jason: Yeah. So, there's a cool book called the gap and the gain. And the idea is that it's so easy for us as entrepreneurs to focus on the gap between where we should be by now. Where our dream or what we could have done. And that's not really an effective comparison psychologically. Like that, like doesn't make us feel super great about ourselves. But what is effective though, is to look at the gain. How far have we come? And I mean, four months. You've come a long way. [00:21:34] And so the next year, I think it's going to be really awesome for you. So I'm excited to see what you do, Brian. So thank you. All right. Thanks for coming on the DoorGrow show. [00:21:44] Brian: Glad to be here. Thanks. [00:21:46] Jason: Thanks again. All right. If you are a property management entrepreneur, you're wanting to grow your business. [00:21:51] Maybe you've been sitting stagnant for a while. You haven't had significant progress in the last year, maybe the year before that you might even be a really large company and you're not making progress. I've talked to several with thousands of doors in just the last week. We just got one of them on as a client and they've been struggling to figure out how to grow and they cannot even spend any more money on ads to get any more clients. [00:22:13] It's not working. If you want to figure out how to start moving your business forward significantly, we can easily help you add 100, 200, maybe even 300 doors in a year. And it's without wasting money or spending money on advertising. And that might sound ridiculous, but Brian's going to do it. [00:22:29] Like we're seeing people do it all the time. So reach out, you can check us out at doorgrow. com. We would love to help you grow your business. Talk to you soon. Bye everyone. [00:22:39] you just listened to the #DoorGrowShow. We are building a community of the savviest property management entrepreneurs on the planet in the DoorGrowClub. Join your fellow DoorGrow Hackers at doorgrowclub.com. Listen, everyone is doing the same stuff. SEO, PPC, pay-per-lead content, social direct mail, and they still struggle to grow! [00:23:06] At DoorGrow, we solve your biggest challenge: getting deals and growing your business. Find out more at doorgrow.com. Find any show notes or links from today's episode on our blog doorgrow.com, and to get notified of future events and news subscribe to our newsletter at doorgrow.com/subscribe. Until next time, take what you learn and start DoorGrow Hacking your business and your life.
Brian Feretic is the Founder of Blossm, a community marketplace to buy, sell, and trade plants. Victoria talks to Brian about how coming up with the concept happened, getting started in a very scrappy way and then filling in gaps, and opening up the app to have full marketplace functionality with buying, selling, and trading capabilities. Blossm (https://blossm.garden/) Follow Blossm on LinkedIn (https://www.linkedin.com/company/blossm-plant-marketplace/), Twitter (https://twitter.com/blossmllc), Instagram (https://www.instagram.com/blossmplantswap/), Facebook (https://www.facebook.com/blossmplantswap) or TikTok (https://www.tiktok.com/@blossmplantswap). Follow Brian Feretic on LinkedIn (https://www.linkedin.com/in/brian-feretic-3b2b337a/). 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: 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 or Tori. And with me today is Brian Feretic, Founder of Blossm, a community marketplace to buy, sell, and trade plants. Brian, thank you for joining us. BRIAN: Hey, it's great to be here, Tori. VICTORIA: Great. I'm excited to hear more about Blossm. Why don't you just tell me a little bit more about the concept? BRIAN: The concept actually happened at the end of 2019, and I'd already been a plant enthusiast for a couple of years. I was actually just going on my way to surf in my town of Ocean Beach, San Diego, and I stopped by this garage sale. And when I came back to pay my neighbor, I brought this rubber plant that are propagated just as a neighborly gift. She flipped out. She was ecstatic. She's like, "Oh my God, I'm such a huge plant person. Thank you so much. Why don't you come into my backyard, and I'll give you a plant tour, and you can pick something out." And what was cool about this was it wasn't just like a simple exchange. It was like this hour-long interaction with someone that lived four blocks from me that happened to be this big plant nerd like me. And I got her whole story. She went through all these different species I didn't know about. And then, she helped me pick one out, which I still have to this day. It's this crassula succulent. When I was walking home with my new plant, I was like, oh wow, I got to go download the app for this. I would have never known this person that lives four houses away was a big plant person like me. And when I got home, I searched the App Store. I did a Google search. I just couldn't find what I was looking for, which was basically this plant-swapping plant-connecting platform where I could find fellow plant nerds in my neighborhood. And so that kind of set me off on this path. I did some more research and decided...I was like, you know what? I'm going to commit to this and make this happen for myself and for my community. VICTORIA: Well, what do you think makes someone a plant person [laughs] or like a...how did you describe yourself? A plant nerd? What sets that user apart? BRIAN: We'll say it's like on a spectrum where people can shift along the spectrum. But I'd say when people start treating their plants more than objects and more what they are. They are these living things. They're beautiful. They bring people joy. I find it therapeutic to take care of them. And then the beautiful thing about it is that these plants grow, and you can propagate them and share them with your friends. And I think that is a critical aspect of this whole plant person thing. VICTORIA: So the plants have become a little more like pets, and you can grow them in a way that creates a community around your friendship and your local area. BRIAN: Yeah, exactly. That was actually the early signal about this whole plant world is that I saw people creating plant-dedicated Instagram accounts as if it was your dog or cat. And that was something that I realized this is a different type of person. This is a very passionate person willing to, like, they're so proud of their plant babies, we call them. [laughter] VICTORIA: Right. And it's funny, you say, plant babies. When I think of people I know who I would consider plant people, they do talk to their plants like their babies. They're like, "Oh, it's so cute." [laughs] Or they're like, "Oh, he's not feeling so well." So I think that's great. And so you started to do some research into this community, into this group. What surprised you about your early findings? BRIAN: This was actually something that I didn't realize until I dug deeper was that I thought that it was only going to be a local thing. People wanted to experience what I did with Sondra, who's the neighbor I swapped with, this in-person connection, swapping, checking each other's gardens out and houseplants. But I learned very quickly that people ship plants to each other not only within your own state but across the country, and this is global. And I was just like, how do people ship plants? Turns out I do it all the time, almost weekly now, for years. That aspect was critical to realize, all right; this plant community doesn't necessarily have to be bound by physical in-person distance. It can connect online, and people share all over via shipping. VICTORIA: That's really cool. So you decided that there's a whole international community. So is that when you decided to really start building something like an application to help people? BRIAN: I remember just throwing this idea out to a lot of different friends, like, various backgrounds. And I was like, "Hey, what do you think of this idea about connecting people through this shared love?" And there is not one person who thought it was a terrible idea. And then I remember talking about it with a roommate at the time, and basically the same thing. I was like, "Hey, man, imagine people connecting through the shared passion. Who knows? Maybe even love can blossom." And he was like, "Dude, that's what you should call it." I was like, oh, that's a great name. It's about three and a half years now, and it's stuck ever since. VICTORIA: I love that, [laughter] about sharing love, and how the name came about, and just starting with your friends and people you knew and bouncing ideas off of them. But your background is not specifically in technology. So what about your background applied? And what did you have to learn new to take along this journey? BRIAN: So my whole career, I've been involved within the science sector. I actually moved to San Diego to pursue graduate school in neuroscience. I was very curious about kind of full neural networks and how those contribute to behavior. Actually, the Ph.D. program I wanted to get into at UCSD, there's a specific lab doing this really cool research with this new innovative imaging technique. And I applied twice, and I didn't get in. And so I went into biotech. But I would say probably two things helped me. I realize now going through this entrepreneur path, things that helped train me for this, was definitely a graduate school where you're pretty much broke the whole time. My lab didn't have too much funding, so you had to be really resourceful and creative to figure stuff out with minimal resources. And that's perfectly summed up the last couple of years, just like figuring stuff out. We have no money. How do we get awareness of our product when we can't spend, you know, we don't have ad spend or marketing budget? And it just kind of requires you to get creative and think outside the box and just really think, all right, what do I do here? And I came up with some hacky-type strategies that have been very effective. [laughs] VICTORIA: Well, very cool. It sounds like you found your team now to start working with you on this in a very scrappy way. So how did you fill in those gaps, maybe in your knowledge or your background on how to get this done by the people that you grew around you? BRIAN: For me, it wasn't too difficult. Well, one, my background. I was very naive with tech at the time and just programming in general. So my first task, I laid out three options. It was like, one, I can learn how to code. I dabbled in it for a week, and I was like, man, there's no way. [laughter] Two, I was like, I can outsource it, maybe somewhat cheaply, but I don't want to spend all my savings on it. But more, I knew that, you know, say you come out of MVP product, the product always is growing, adapting, evolving, or you encounter bugs. And I could just see how full of friction the process would be if I had to, like, all right, we have found a bug, send the contract out. They have to accept the contract. And I just knew progress would be too slow to operate in that fashion. And the third option was, like, find a technical co-founder and pursue this dream with, you know, a buddy. I was like, all right, who do I know that is in the computer stuff? And that was my thought. And my first guy I pitched it to was a friend I went to college with at Bucknell University. And he was like, I think, "This is a good idea." But he's like, "I'm going to retire probably in five years, and this is going to be a very lengthy thing." He's like, "I'm not interested." The second guy was extremely down for it, but it turns out he didn't know how to do any mobile app development. He uses a consultant. [laughs] And so the third and who I ended up working with was my surfing and climbing buddy Nick Mitchell. I just knew he did computer-type stuff. I pitched him the idea, and he was like, "What's up with this plant thing?" VICTORIA: [laughs] BRIAN: And I was like, "Oh, dude, this is a rapidly growing market. I know the ins and outs really well. I know this audience. I'm one of them." He wasn't sold until he heard an NPR piece talking about the houseplant boom. And then his father sent him an article from the New York Times saying how millennials are embracing houseplants and driving this new houseplant market. And so I think this was maybe end of December, now in 2019. And he hit me up, and of course, he's like, "Oh, dude, I want in. Let's do it." But I also wanted to make sure I knew he could actually do what was the task at hand. [laughter] So I had my other first friend vet his GitHub and stuff just to make sure. [laughs] VICTORIA: Oh, cool. [laughs] BRIAN: And he was like, "Yeah, you know, he looks good. Worth a shot." And it turns out Nick is excellent. He did all the front end, back end. He built this whole app basically from scratch. It's pretty amazing what he's capable of. So I got it right on the third try. [laughs] VICTORIA: That's funny. And I'm not surprised it came from networking in the climbing community, either. BRIAN: Right. There's a lot of smart...definitely a lot of smart people in the climbing community. And those are like my closest friends now. So it was kind of cool to find someone in that place. VICTORIA: And I've been climbing with friends before, and you're talking about work or whatever. And they're like, "Oh, yeah, I'm also like an Azure architect," [laughs] like some specific skill that's related to what you need. And I think it's a similar cultural mindset of people you want to be working with too. Maybe that's just me. So, okay, so you found your partner. You had someone who had all the skills that you needed to make this happen. How long did it take until you really had something you were proud of? BRIAN: So, for me, I was laid off in August of 2019. I was working at Celgene, and they got acquired by Bristol Myers Squibb for like 72 billion, so massive merger. And I was kind of getting over the field. And so I was already basically unemployed. Nick, when we started actually working together in...we'll just call it January 2020. We started working on it casually, and then the pandemic happened. And then he got laid off. And he did about a three-month stint before he got another job at ServiceNow. But within those three months, he really cranked out like a full MVP. And then I had about probably at least 60 or 70 people I knew beta test the product for feedback and just initial thoughts. And so that was like a very critical time where we were all locked down. We have this cool idea. Let's just crank this out. So we had an MVP pretty quick. And then we actually launched it in June 2020. And I was already very stoked about the product. As long as it did its core thing, which is connecting people through this shared love, I knew it was like a proper test, a good enough test to see if this is a worthy endeavor. VICTORIA: That's really cool. So was there any surprising feedback that you got from that initial beta testing? BRIAN: Yeah. [laughs] So the initial concept was essentially like a Tinder for plants. [laughter] And I was just thinking about this idea, like, if people could just swipe on plants they've uploaded, and then if both people liked a particular plant and they swiped on each other, and they matched, it would open up a chat that would connect them. And it took the...one of the issues with bartering, in general, is people are like, "Oh, I'd love to swap that with you." And they're like, "Oh, what do you want to swap? What do you have?" And a lot of times, people don't align with what they have and what they want to swap. So I figured that would get this kind of friction out of there, but still, the core was connecting people. And then, very quickly, people found it fun. And this is still a feature right now on Blossm, which we've moved to the homepage. And it got a lot of engagement and interactions on it. But one of the simple changes was like, all right, maybe this is not the optimal way to present these plants people are uploading. Nick actually drew a lot of inspiration from OfferUp. And he was like, "Oh, this is very simple. This is a very clean way to present these things." So we started getting inspiration from OfferUp, and we changed that kind of swipe card functionality just to a scrollable grid. And that was a great insight on his part, and some of that has been core to the product from that point on. VICTORIA: That's so cool. So I can just go in the app and see a whole list of plants that people are willing to trade. BRIAN: Right. Actually, I would say another thing that happened very early on, too, was, once again, bartering is not the most efficient way to exchange things with each other. And within weeks, we're seeing people being like, "Oh, well, what do you want to swap?" And then people are like, "Oh, well, I don't want to swap for that. I already have that." And then other people are like, "Hey, I don't want to swap anything. I just want to buy it." And then other people are like, "Hey, I don't have anything. but how do I get stuff for you?" So right away, we opened it up to full marketplace kind of functionality with buying, selling, and trading. And we didn't have necessarily any payment system to facilitate that. We would just connect people. And then they would use Venmo, or Paypal, or Cash App, or things like that. VICTORIA: That makes sense. 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 Liftoff 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. VICTORIA: Now you kind of got your core features figured out, and you see people engaging with the app. What are you the most excited about on the horizon in your roadmap? BRIAN: We're about to actually finish the TechStars accelerator next week. Next week is our demo day. It's been such a great experience, and I feel blessed. But during this time, we're really figuring out, like, what's our big vision with Blossm? And we kind of went back to really harp on, like, we're more than just an e-commerce or marketplace. We're like this special passionate community where people can do this buying, and selling, and trading. One of the things that's been the trend for years now is instead of just photos; we're about to integrate some video functionality. This is a lead in to the bigger goal. And the idea is creating this...we're calling this full plant experience focused around live video where people can engage with each other on this totally different intimate level and can really showcase their plant collection and give each other a plant tour. How do you take care of this plant? Is another big topic that always comes up. It's just hard to really decipher what's wrong with something just from ecstatic images. And we imagine we could have live plant help. And then people can just show their plant up to the camera and showing a really holistic view of what's going on. And so this vision of live with video and creating a more complete plant experience centered around really using the community as this way to promote that and really build that even further. VICTORIA: That's very cool. I think I've talked to you a little bit before about this giant fiddle fig I have in my office. [laughs] It's going to the ceiling. And I got it from Home Depot, so it may not be the highest quality. And I've asked you about, like, is it alive? It keeps dropping leaves. So if I had a video and I could just show you around and show you where the leaves are browning a little bit and where it's not growing, I could see the value in having that interaction like that. BRIAN: Yeah, exactly. No one's doing that. And definitely, we want to keep innovating the space. We were first to market many years ago. And then, actually, we have some direct competitors that are blatantly just copying us, like copying email templates, features. And on one hand, it's flattering, but also we realize we have to be careful about positioning and making sure we stay ahead of the curve. And we think this is going to be the future and something that delivers really extreme value to this demographic. VICTORIA: Absolutely. And you mentioned you're a part of a tech accelerator. Could you tell me a little bit more about choosing which program you went to and how that's affected your overall approach to your app? BRIAN: Yeah. So last year, we added two more team members, so actually Nick's younger brother, Calvin, we poached from Amazon, which felt really good. [laughter] And then we had another friend, Ari Olmos, who we knew had experience in the startup world. He started, or I think he was, co-founder or CEO of a few other social mission startups. So he understood just the fundraising process was probably the most critical trait we're looking for, just someone that can help refine our systems, our processes, things like that. So now we're a team of four. And we were like, all right; we need money if we want to keep this alive. And I've been full-time since the idea conception. Ari joined full-time. Nick and Calvin both had jobs. But we just knew it's critical for a high-potential startup like ours to really grow; we needed some sort of fundraising. And it seemed logical. We gave our shot at proper fundraising with some angels and VCs last year. There were very encouraging signs, but didn't necessarily translate to any checks being written for us. And then we applied to a bunch of accelerators; Y Combinator and TechStars were our top two. We got a few rounds of interviews from TechStars, and the director, Ryan Kuder, who's great; he's actually based in San Diego. And I credit him to definitely being a key component here because I knew he really liked us. He saw the really good complementary team we built. We had a pretty mature product with traction and an active user base. And we accepted, and it did a lot of things for us. It was our first proper fundraising beyond a Kickstarter. So Nick and Calvin became full-time once we got in. And then we just had this, like, you have access to this massive network and get this really detailed one on one mentorship. We had almost six or seven mentors that we met with weekly. They're always available to help. And probably the coolest thing about it is they're just there to help you. There's no two-sided, like, I'll help you if you can help me. We are here to help you build, grow, accelerate your business. And they gave us really good insights on direction, really formalizing how to build in systems that will last much longer than the three month-program that essentially just mimicked a lot of stuff we've done on the program within our own team, like hosting little daily stand-ups every day. We've always done weekly meetings but using that time more efficiently, knowing how to test and measure more effectively. They've really just refined our company to be a proper business instead of four dudes trying to make this cool plant app. VICTORIA: That's really cool. And I wonder now, like, after you've had this experience, what advice would you give yourself if you could go back in time to when this all started? BRIAN: First thing that popped in my head was...and I kind of knew this going into it, like, this is a big project that needs time. Things that prevent startups usually is, one, you don't execute, or you just don't start it at all, or you give up too soon. And I guess I would tell myself, hey, things are going to be all right. Like, just keep sticking with it. And you're getting all the signals; this is something substantial and worthwhile. Just be patient, stick with it. Survive those valleys, and there are peaks on the way. And getting into TechStars was the ultimate validation. Yeah, I feel extremely blessed to be in it. And I think we're poised to do big things this year. VICTORIA: That's very cool. So you've mentioned those peaks and valleys and how much time you have to spend on this type of starting a company [laughs] and building an app. How do you balance that with also having a regular life and going surfing and climbing? BRIAN: It's tough to find your specific balance and especially during the accelerator where I didn't want to waste any opportunity. So there were a lot of times...I think January was a month straight no days off. And actually, I was injured so I couldn't surf, climb, or even play piano, so all my outlets. But just be okay with setting aside time to where you don't think about work at all. And it took me a few months to reach that point. And I found that as long as I have one activity or some exercise per day, either I surf or climb, I'm good. I don't mind working 12-plus hour days if I do one of those. And then just to allocate one day of the week where I am like, I do a couple of hours in the morning. But one mostly day of don't think about work, just enjoy life. And that has been enough for me to feel refreshed going into next week. And so I think I got a good rhythm, and I got a good formula for what works for me. It might be different for other people, but it's important to set aside time where you don't think about it. VICTORIA: Right. Yeah, just to turn off your brain. Sometimes I find, like, you know, you mentioned surfing and climbing helps you do that because you really just can't be on your phone [laughs] when you're out there sometimes. BRIAN: Right. It's kind of funny because I'll almost say it's a catch-22. But sometimes, those things can be distracting, but they're also necessary for you to be focused if that makes sense. [laughs] VICTORIA: Yeah, totally. Let me bring it back to plants. What is your favorite house plant that you have right now? BRIAN: Man, it's changed over the years, but I do have one. It's like the most popular high-in-demand one; it's the Monstera albo. Its common counterpart is the Monstera deliciosa, which is all green. This one has white variegation on the leaves. They're just inherently beautiful plants. And anyone that sees it can be like, "Wow, that is gorgeous." But I have one specific one, and why it's my favorite is that years ago, I was telling a climbing friend about the app, and I guess the app is out by now, but telling her about it. And she's like, "Oh, my grandmother was a huge plant person. My mom now takes care of them. I think she has one of those Monstera plants with the white on it. It was my grandma's though." And I was like, no way. I have to see this. And when I get there, she has this massive one, incredibly mature and old. I think she said it was almost 50 years old. I can't even believe this. VICTORIA: Wow. BRIAN: And then I asked her. I was like, "Hey," [laughs] I was like, "Can I have a little bit of that?" [laughs] And she was like, "Oh yeah, just go ahead. This is a plant. I'll grow it back." And I felt a little bad because I took a nice big cutting like multiple leave cutting. And she absolutely did not care and just was so happy. Turns out she had three of these like big mother plants. There's one cutting that had very low variegation, so it showed barely any white on it. Over time, I grew it out. Every subsequent leaf kept showing more and more white. And now it's just so beautiful. I check up on it every day, and every new leaf is just more beautiful than the next. And it's a special one. And it was gifted to me by my friend's mother. It started off like you can say a lowly variegated plant, and now it's just thriving and beautiful. So it has some history, and it came from a friend. So without a doubt, that's my favorite one. [laughs] VICTORIA: That's very cool. Yeah, I know those Monsteras that you're talking about. They're really interesting-looking plants. I kept one alive for a short time, and I'm very proud of myself for it. [laughs] So I'm interested in using Blossm to keep my plants alive possibly. But that's awesome. Thank you so much for sharing that. What else can I ask you? Is there anything that I should ask you that I haven't yet? BRIAN: Well, we could actually segue from what you just said. This is an interesting thing. So I think everybody who's been through this has gone through this exact process. So they have a couple of plants. They're like, what's wrong with my plant? How do I take care of this? And they go down the Google rabbit hole, or they happen to buy one of these plant ID plant care apps. Usually, they're like freemium. You get a couple of free tries, and then you have to buy a subscription or whatever. I also did this. And I was like, you know what? These apps suck. They just don't work, or they're too general. The best plant advice you can get is from other plant people because there are so many variables. Like, which growing zone are you in? What kind of light do you have? What's your ambient humidity, temperature? All these factors come into play on how to properly care for your plant and what could be wrong. And the best advice I've gotten was from other plant people. And so we have, like, beyond the marketplace grid, we have this fully functioning community forum essentially like a Facebook group in a way where people can post questions about what's wrong with my plant, or what plant is this? Or share memes and just nerd out. And it's been such a critical component I think of Blossm to cultivate this community. But it's also just very functional and effective because really the only way to get that advice and care information is by interacting with other people. That's something we want to build upon in the future too with that whole live and video capabilities. VICTORIA: Yeah, that makes sense. Just a funny story, sometimes I'll call my mom who's a big plant person, and ask her questions, and she's like, "Well, you should go check that book I got you." [laughter] It's like, it's not helpful at all. [laughs] But yeah, no, I think that's right. I think people get excited about AI and image recognition. But sometimes it's still easier to get a real effective answer from a human. BRIAN: Yeah, I'd be curious with the whole AI getting its spotlight right now. And without a doubt, I could see applications there for it. Right now, I don't think that exists, but I'm very curious and excited to see what happens with all of it. It's going to be cool. VICTORIA: Yeah. Well, that's awesome. And I am excited that what Blossm does is really create this community around plants and learning about them and with the people around you. Do you have any final takeaways for our listeners? BRIAN: Hmm, final takeaways, you know, shameless self-promotion; if you love plants or you're getting into plants, Blossm is tailored for the plant person, which is what I think makes it special. And more general, I never intended to be the entrepreneur. I never intended for Blossm to be like, oh, this big tech company. I just had something I was super passionate about and wanted to see come alive for myself and for other people. Without a doubt, that passion paired with perseverance, I think, are critical attributes to follow any idea to the end or to some level of success. So don't be afraid to take that leap. By no means has it been easy. It's been the most difficult thing I've ever done but also the most rewarding. It's been really fun too. So if you got a cool idea, maybe try to build it out, find a good co-founder, a good team. Give it a go and create something for everyone. VICTORIA: Well, I really loved your story, Brian. I think you've found your niche. You built something. You took advantage of the time you had when you had it, and look where you are now. [laughs] I'm very excited to see what comes next. BRIAN: Cool. Yeah, thank you so much for having me. This has been lovely, and yeah, stoked to listen to the next episodes too. VICTORIA: Excellent. 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, you can email us at hosts@giantrobots.fm. And you can find me on Twitter @victori_ousg. This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore. 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 Feretic.
About BrianBrian leads the Google Cloud Product and Industry Marketing team. This team is focused on accelerating the growth of Google Cloud by establishing thought leadership, increasing demand and usage, enabling their sales teams and partners to tell their product stories with excellence, and helping their customers be the best advocates for them.Before joining Google, Brian spent over 25 years in product marketing or engineering in different forms. He started his career at Microsoft and had a very non-traditional path for 20 years. Brian worked in every product division except for cloud. He did marketing, product management, and engineering roles. And, early on, he was the first speech writer for Steve Ballmer and worked on Bill Gates' speeches too. His last role was building up the Microsoft Surface business from scratch as VP of the hardware businesses. After Microsoft, Brian spent a year as CEO at a hardware startup called Doppler Labs, where they made a run at transforming hearing, and then spent two years as VP at Amazon Web Services leading product marketing, developer advocacy, and a bunch more marketing teams.Brian has three kids still at home, Barty, Noli, and Alder, who are all named after trees in different ways. His wife Edie and him met right at the beginning of their first year at Yale University, where Brian studied math, econ, and philosophy and was the captain of the Swim and Dive team his senior year. Edie has a PhD in forestry and runs a sustainability and forestry consulting firm she started, that is aptly named “Three Trees Consulting”. As a family they love the outdoors, tennis, running, and adventures in Brian's 1986 Volkswagen Van, which is his first and only car, that he can't bring himself to get rid of.Links Referenced: Google Cloud: https://cloud.google.com @isforat: https://twitter.com/IsForAt LinkedIn: https://www.linkedin.com/in/brhall/ 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 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: This episode is brought 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, that's 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: Welcome to Screaming in the Cloud. I'm Corey Quinn. This episode is brought to us by our friends at Google Cloud and, as a part of that, they have given me someone to, basically, harass for the next half hour. Brian Hall is the VP of Product Marketing over at Google Cloud. Brian, welcome back.Brian: Hello, Corey. It's good to be here, and technically, we've given you time to harass me by speaking with me because you never don't have the time to harass me on Twitter and other places, and you're very good at it.Corey: Well, thank you. Again, we first met back when you were doing, effectively, the same role over at AWS. And before that, you spent only 20 years or so at Microsoft. So, you've now worked at all three of the large hyperscale cloud providers. You probably have some interesting perspectives on how the industry has evolved over that time. So, at the time of this recording, it is after Google Next and before re:Invent. There was also a Microsoft event there that I didn't pay much attention to. Where are we as a culture, as an industry, when it comes to cloud?Brian: Well, I'll start with it is amazing how early days it still is. I don't want to be put on my former Amazon cap too much, and I think it'd be pushing it a little bit to say it's complete and total day one with the cloud. But there's no question that there is a ton of evolution still to come. I mean, if you look at it, you can kind of break it into three eras so far. And roll with me here, and happy to take any dissent from you.But there was kind of a first era that was very much led by Amazon. We can call it the VM era or the component era, but being able to get compute on-demand, get nearly unlimited or actually unlimited storage with S3 was just remarkable. And it happened pretty quickly that startups, new tech companies, had to—like, it would be just wild to not start with AWS and actually start ordering servers and all that kind of stuff. And so, I look at that as kind of the first phase. And it was remarkable how long Amazon had a run really as the only player there. And maybe eight years ago—six years ago—we could argue on timeframes, things shifted a little bit because the enterprises, the big companies, and the governments finally realized, “Holy crow. This thing has gotten far enough that it's not just for these startups.”Corey: Yeah. There was a real change. There was an eye-opening moment there where it isn't just, “I want to go and sell things online.” It's, “And I also want to be a bank. Can we do that with you?” And, “Huh.”Brian: My SAP—like I don't know big that darn thing is going to get. Could I put it in your cloud? And, “Oh, by the way, CapEx forecasting stinks. Can you get me out of that?” And so, it became like the traditional IT infrastructure. All of the sudden, the IT guys showed up at the party, which I know is—it sounds fun to me, but that doesn't sound like the best addition to a party for many people. And so essentially, old-school IT infrastructure finally came to the cloud and Microsoft couldn't miss that happening when it did. But it was a major boon for AWS just because of the position that they had already.Corey: And even Google as well. All three of you now are pivoting in a lot of the messaging to talk to the big E enterprises out there. And I've noticed for the last few years, and I'm not entirely alone. When I go to re:Invent, and I look at announcements they're making, sure they have for the serverless stuff and how to run websites and EC2 nonsense. And then they're talking about IOT things and other things that just seem very oriented on a persona I don't understand. Everyone's doing stuff with mainframes now for example. And it feels like, “Oh, those of us who came here for the web services like it says on the name of the company aren't really feeling like it's for us anymore.” It's the problem of trying to be for everyone and pivoting to where the money is going, but Google's done this at least as much as anyone has in recent years. Are those of us who don't have corporate IT-like problems no longer the target market for folks or what's changed?Brian: It's still the target market, so like, you take the corporate IT, they're obviously still moving to the cloud. And there's a ton of opportunity. Just take existing IT spending and see a number over $1 trillion per year, and if you take the run rates of Microsoft, Amazon, Google Cloud, it's certainly over $100 billion, but that means it's still less than ten percent of what is existing IT spending. There are many people that think that existing IT spend number is significantly higher than that. But to your point on what's changing, there's actually a third wave that's happening.So, if the first wave was you start a company. You're a tech company, of course, you start it on AWS or on the Cloud. Second wave is all the IT people, IT departments, the central organizations that run technology for all the people that are not technology people come to the cloud. This third wave is everybody has to become a technology person. If you're a business leader, like you're at a fast-food restaurant and you're responsible for the franchisee relations, before, like, you needed to get an EDI system running or something, and so you told your IT department to figure out.Now, you have to actually think about what apps do we want to provide to our customers. How do I get the right data to my franchisees so that they can make business decisions? How can I automate all that? And you know, whereas before I was a guy wearing a suit or a gal wearing a suit who didn't need to know technology, I now have to. And that's what's changing the most. And it's why the Target Addressable Market—or the TAM as business folk sometimes say—it's really hard to estimate looking forward if every business is really needing to become a technology business in many ways. And it didn't dawn on me, honestly, and you can give me all the ribbing that I probably deserve for this—but it didn't really dawn on me until I came to Google and kept hearing the transformation word, “Digital transformation, digital transformation,” and honestly, having been in software for so long, I didn't really know what digital transformation meant until I started seeing all of these folks, like every company have to become a tech company effectively.Corey: Yeah. And it turns out there aren't enough technologists to go around, so it's very challenging to wind up getting the expertise in-house. It's natural to start looking at, “Well, how do we effectively outsource this?” And well, you can absolutely have a compression algorithm for experience. It's called, “Buying products and services and hiring people who have that experience already baked in either to the product or they show up knowing how to do something because they've done this before.”Brian: That's right. The thing I think we have to—for those of us that come from the technology side, this transformation is scary for the people who all of the sudden have to get tech and be like—Corey, if you or I—actually, you're very artistic, so maybe this wouldn't do it for you—but if I were told, “Hey, Brian, for your livelihood, you now need to incorporate painting,” like…Corey: [laugh]. I can't even write legibly let alone draw or paint. That is not my skill set. [laugh].Brian: I'd be like, “Wait, what? I'm not good at painting. I've never been a painting person, like I'm not creative.” “Okay. Great. Then we're going to fire you, or we're going to bring someone in who can.” Like, that'd be scary. And so, having more services, more people that can help as every company goes through a transition like that—and it's interesting, it's why during Covid, the cloud did really well, and some people kind of said, “Well, it's because they—people didn't want to send their people into their data centers.” No. That wasn't it. It was really because it just forced the change to digital. Like the person to, maybe, batter the analogy a little bit—the person who was previously responsible for all of the physical banks, which are—a bank has, you know, that are retail locations—the branches—they have those in order to service the retail customers.Corey: Yeah.Brian: That person, all of the sudden, had to figure out, “How do I do all that service via phone, via agents, via an app, via our website.” And that person, that entire organization, was forced digital in many ways. And that certainly had a lot of impact on the cloud, too.Corey: Yeah. I think that some wit observed a few years back that Covid has had more impact on your digital transformation than your last ten CIOs combined.Brian: Yeah.Corey: And—yeah, suddenly, you're forcing people into a position where there really is no other safe option. And some of that has unwound but not a lot of it. There's still seem to be those same structures and ability to do things from remote locations then there were before 2020.Brian: Yeah. Since you asked, kind of, where we are in the industry, to bring all of that to an endpoint, now what this means is people are looking for cloud providers, not just to have the primitives, not just to have the IT that they—their central IT needed, but they need people who can help them build the things that will help their business transform. It makes it a fun, new stage, new era, a transformation era for companies like Google to be able to say, “Hey, here's how we build things. Here's what we've learned over a period of time. Here's what we've most importantly learned from other customers, and we want to help be your strategic partner in that transformation.” And like I said, it'd be almost impossible to estimate what the TAM is for that. The real question is how quickly can we help customers and innovate in our Cloud solutions in order to make more of the stuff more powerful and faster to help people build.Corey: I want to say as well that—to be clear—you folks can buy my attention but not my opinion. I will not say things if I do not believe them. That's the way the world works here. But every time I use Google Cloud for something, I am taken aback yet again by the developer experience, how polished it is. And increasingly lately, it's not just that you're offering those low-lying primitives that composed together to build things higher up the stack, you're offering those things as well across a wide variety of different tooling options. And they just tend to all make sense and solve a need rather than requiring me to build it together myself from popsicle sticks.And I can't shake the feeling that that's where the industry is going. I'm going to want someone to sell me an app to do expense reports. I'm not going to want—well, I want a database and a front-end system, and how I wind up storing all the assets on the backend. No. I just want someone to give me something that solves that problem for me. That's what customers across the board are looking for as best I can see.Brian: Well, it certainly expands the number of customers that you can serve. I'll give you an example. We have an AI agent product called Call Center AI which allows you to either build a complete new call center solution, or more often it augments an existing call center platform. And we could sell that on an API call basis or a number of agent seats basis or anything like that. But that's not actually how call center leaders want to buy. Imagine we come in and say, “This many API calls or $4 per seat or per month,” or something like that. There's a whole bunch of work for that call center leader to go figure out, “Well, do I want to do this? Do I not? How should I evaluate it versus others?” It's quite complex. Whereas, if we come in and say, “Hey, we have a deal for you. We will guarantee higher customer satisfaction. We will guarantee higher agent retention. And we will save you money. And we will only charge you some percentage of the amount of money that you're saved.”Corey: It's a compelling pitch.Brian: Which is an easier one for a business decision-maker to decide to take?Corey: It's no contest. I will say it's a little odd that—one thing—since you brought it up, one thing that struck me as a bit strange about Contact Center AI, compared to most of the services I would consider to be Google Cloud, instead of, “Click here to get started,” it's, “Click here to get a demo. Reach out to contact us.” It feels—Brian: Yeah.Corey: —very much like the deals for these things are going to get signed on a golf course.Brian: [laugh]. They—I don't know about signed on a golf course. I do know that there is implementation work that needs to be done in order to build the models because it's the model for the AI, figuring out how your particular customers are served in your particular context that takes the work. And we need to bring in a partner or bring in our expertise to help build that out. But it sounds to me like you're looking to go golfing since you've looked into this situation.Corey: Just like painting, I'm no good at golfing either.Brian: [laugh].Corey: Honestly, it's—it just doesn't have the—the appeal isn't there for me for whatever reason. I smile; I nod; I tend to assume that, “Yeah, that's okay. I'll leave some areas for other people to go exploring in.”Brian: I see. I see.Corey: So, two weeks before Google Cloud Next occurred, you folks wound up canceling Stadia, which had been rumored for a while. People had been predicting it since it was first announced because, “Just wait. They're going to Google Reader it.” And yeah, it was consumer-side, and I do understand that that was not Cloud. But it did raise the specter of—for people to start talking once again about, “Oh, well, Google doesn't have any ability to focus on things long-term. They're going to turn off Cloud soon, too. So, we shouldn't be using it at all.” I do not agree with that assessment.But I want to get your take on it because I do have some challenges with the way that your products and services go to market in some ways. But I don't have the concern that you're going to turn it all off and decide, “Yeah, that was a fun experiment. We're done.” Not with Cloud, not at this point.Brian: Yeah. So, I'd start with at Google Cloud, it is our job to be a trusted enterprise platform. And I can't speak to before I was here. I can't speak to before Thomas Kurian, who's our CEO, was here before. But I can say that we are very, very focused on that. And deprecating products in a surprising way or in a way that doesn't take into account what customers are on it, how can we help those customers is certainly not going to help us do that. And so, we don't do that anymore.Stadia you brought up, and I wasn't part of starting Stadia. I wasn't part of ending Stadia. I honestly don't know anything about Stadia that any average tech-head might not know. But it is a different part of Google. And just like Amazon has deprecated plenty of services and devices and other things in their consumer world—and Microsoft has certainly deprecated many, many, many consumer and other products—like, that's a different model. And I won't say whether it's good, bad, or righteous, or not.But I can say at Google Cloud, we're doing a really good job right now. Can we get better? Of course. Always. We can get better at communicating, engaging customers in advance. But we now have a clean deprecation policy with a set of enterprise APIs that we commit to for stated periods of time. We also—like people should take a look. We're doing ten-year deals with companies like Deutsche Bank. And it's a sign that Google is here to last and Google Cloud in particular. It's also at a market level, just worth recognizing.We are a $27 billion run rate business now. And you earn trust in drips. You lose it in buckets. And we're—we recognize that we need to just keep every single day earning trust. And it's because we've been able to do that—it's part of the reason that we've gotten as large and as successful as we have—and when you get large and successful, you also tend to invest more and make it even more clear that we're going to continue on that path. And so, I'm glad that the market is seeing that we are enterprise-ready and can be trusted much, much more. But we're going to keep earning every single day.Corey: Yeah. I think it's pretty fair to say that you have definitely gotten yourselves into a place where you've done the things that I would've done if I wanted to shore up trust that the platform was not going to go away. Because these ten-year deals are with the kinds of companies that, shall we say, do not embark on signing contracts lightly. They very clearly, have asked you the difficult, pointed questions that I'm basically asking you now as cheap shots. And they ask it in very serious ways through multiple layers of attorneys. And if the answers aren't the right answers, they don't sign the contract. That is pretty clearly how the world works.The fact that companies are willing to move things like core trading systems over to you on a ten-year time horizon, tells me that I can observe whatever I want from the outside, but they have actual existential risk questions tied to what they're doing. And they are in some ways betting their future on your folks. You clearly know what those right answers are and how to articulate them. I think that's the side of things that the world does not get to see or think about very much. Because it is easy to point at all the consumer failings and the hundreds of messaging products that you continually replenish just in order to kill.Brian: [laugh].Corey: It's—like, what is it? The tree of liberty must be watered periodically from time to time, but the blood of patriots? Yeah. The logo of Google must be watered by the blood of canceled messaging products.Brian: Oh, come on. [laugh].Corey: Yeah. I'm going to be really scared if there's an actual, like, Pub/Sub service. I don't know. That counts as messaging, sort of. I don't know.Brian: [laugh]. Well, thank you. Thank you for the recognition of how far we've come in our trust from enterprises and trust from customers.Corey: I think it's the right path. There's also reputational issues, too. Because in the absence of new data, people don't tend to change their opinion on things very easily. And okay, there was a thing I was using. It got turned off. There was a big kerfuffle. That sticks in people's minds. But I've never seen an article about a Google service saying, “Oh, yeah. It hasn't been turned off or materially changed. In fact, it's gotten better with time. And it's just there working reliably.” You're either invisible, or you're getting yelled at.It feels like it's a microcosm of my early career stage of being a systems administrator. I'm either invisible or the mail system's broke, and everyone wants my head. I don't know what the right answer is—Brian: That was about right to me.Corey: —in this thing. Yeah. I don't know what the right answer on these things is, but you're definitely getting it right. I think the enterprise API endeavors that you've gone through over the past year or two are not broadly known. And frankly, you've definitely are ex-AWS because enterprise APIs is a terrible name for what these things are.Brian: [laugh].Corey: I'll let you explain it. Go ahead. And bonus points if you can do it without sounding like a press release. Take it away.Brian: There are a set of APIs that developers and companies should be able to know are going to be supported for the period of time that they need in order to run their applications and truly bet on them. And that's what we've done.Corey: Yeah. It's effectively a commitment that there will not be meaningful deprecations or changes to the API that are breaking changes without significant notice periods.Brian: Correct.Corey: And to be clear, that is exactly what all of the cloud providers have in their enterprise contracts. They're always notice periods around those things. There are always, at least, certain amounts of time and significant breach penalties in the event that, “Yeah, today, I decided that we were just not going to spin up VMs in that same way as we always have before. Sorry. Sucks to be you.” I don't see that happening on the Google Cloud side of the world very often, not like it once did. And again, we do want to talk about reputations.There are at least four services that I'm aware of that AWS has outright deprecated. One, Sumerian has said we're sunsetting the service in public. But on the other end of the spectrum, RDS on VMWare has been completely memory-holed. There's a blog post or two but nothing else remains in any of the AWS stuff, I'm sure, because that's an, “Enterprise-y” service, they wound up having one on one conversations with customers or there would have been a hue and cry. But every cloud provider does, in the fullness of time, turn some things off as they learn from their customers.Brian: Hmm. I hadn't heard anything about AWS Infinidash for a while either.Corey: No, no. It seems to be one of those great services that we made up on the internet one day for fun. And I love that just from a product marketing perspective. I mean, you know way more about that field than I do given that it's your job, and I'm just sitting here in this cheap seats throwing peanuts at you. But I love the idea of customers just come up and make up a product one day in your space and then the storytelling that immediately happens thereafter. Most companies would kill for something like that just because you would expect on some level to learn so much about how your reputation actually works. When there's a platonic ideal of a service that isn't bothered by pesky things like, “It has to exist,” what do people say about it? And how does that work?And I'm sort of surprised there wasn't more engagement from Amazon on that. It always seems like they're scared to say anything. Which brings me to a marketing question I have for you. You and Amazing have similar challenges—you being Google in this context, not you personally—in that your customers take themselves deadly seriously. And as a result, you have to take yourselves with at least that same level of seriousness. You can't go on Twitter and be the Wendy's Twitter account when you're dealing with enterprise buyers of cloud platforms. I'm kind of amazed, and I'd love to know. How can you manage to say anything at all? Because it just seems like you are so constrained, and there's no possible thing you can say that someone won't take issue with. And yes, some of the time, that someone is me.Brian: Well, let's start with going back to Infinidash a little bit. Yes, you identified one interesting thing about that episode, if I can call it an episode. The thing that I tell you though that didn't surprise me is it shows how much of cloud is actually learned from other people, not from the cloud provider itself. I—you're going to be going to re:Invent. You were at Google Cloud Next. Best thing about the industry conferences is not what the provider does. It's the other people that are there that you learn from. The folks that have done something that you've been trying to do and couldn't figure out how to do, and then they explained it to you, just the relationships that you get that help you understand what's going on in this industry that's changing so fast and has so much going on.And so, And so, that part didn't surprise me. And that gets a little bit to the second part of your—that we're talking about. “How do you say anything?” As long as you're helping a customer say it. As long as you're helping someone who has been a fan of a product and has done interesting things with it say it, that's how you communicate for the most part, putting a megaphone in front of the people who already understand what's going on and helping their voice be heard, which is a lot more fun, honestly, than creating TV ads and banner ads and all of the stuff that a lot of consumer and traditional companies. We get to celebrate our customers and our creators much, much more.Corey: This episode is sponsored in part by our friends at Uptycs, because they believe that many of you are looking to bolster your security posture with CNAPP and XDR solutions. They offer both cloud and endpoint security in a single UI and data model. Listeners can get Uptycs for up to 1,000 assets through the end of 2023 (that is next year) for $1. But this offer is only available for a limited time on UptycsSecretMenu.com. That's U-P-T-Y-C-S Secret Menu dot com.Corey: I think that it's not super well understood by a lot of folks out there that the official documentation that any cloud provider puts out there is kind of a last resort. Or I'm looking for the specific flag to a specific parameter of a specific command. Great. Sure. But what I really want to do whenever I'm googling how to do something—and yes, that—we're going to be googling—welcome. You've successfully owned that space to the point where it's become common parlance. Good work is I want to see what other people had said. I want to find blog posts, ideally recent ones, talking about how to do the thing that I'm trying to do. If I'm trying to do something relatively not that hard or not that uncommon, if I spin up three web servers behind a load-balancer, and I can't find any community references on how to do that thing, either I'm trying to do something absolutely bizarre and I should re-think it, or there is no community/customer base for the product talking about how to do things with it.And I have noticed a borderline Cambrian explosion over the last few years of the Google Cloud community. I'm seeing folks who do not work at Google, and also who have never worked at Google, and sometimes still think they work at Google in some cases. It's not those folks. It is people who are just building things as a customer. And they, in turn, become very passionate advocates for the platform. And they start creating content on these things.Brian: Yeah. We've been blessed to have, not only, the customer base grow, but essentially the passion among that customer base, and we've certainly tried to help building community and catalyzing the community, but it's been fun to watch how our customers' success turns into our success which turns into customer success. And it's interesting, in particular, to see too how much of that passion comes from people seeing that there is another way to do things.It's clear that many people in our industry knew cloud through the lens of Amazon, knew tech in general through the lenses of Microsoft and Oracle and a lot of other companies. And Google, which we try and respect specifically what people are trying to accomplish and how they know how to do it, we also many ways have taken a more opinionated approach, if you will, to say, “Hey, here's how this could be done in a different way.” And when people find something that's unexpectedly different and also delightful, it's more likely that they're going to be strong advocates and share that passion with the world.Corey: It's a virtuous cycle that leads to the continued growth and success of a platform. Something I've been wondering about in the broader sense, is what happens after this? Because if, let's say for the sake of argument, that one of the major cloud providers decided, “Okay. You know, we're going to turn this stuff off. We've decided we don't really want to be in the cloud business.” It turns out that high-margin businesses that wind up turning into cash monsters as soon as you stop investing heavily in growing them, just kind of throw off so much that, “We don't know what to do with. And we're running out of spaces to store it. So, we're getting out of it.” I don't know how that would even be possible at some point. Because given the amount of time and energy some customers take to migrate in, it would be a decade-long project for them to migrate back out again.So, it feels on some level like on the scale of a human lifetime, that we will be seeing the large public cloud providers, in more or less their current form, for the rest of our lives. Is that hopelessly naïve? Am I missing—am I overestimating how little change happens in the sweep of a human lifetime in technology?Brian: Well, I've been in the tech industry for 27 years now. And I've just seen a continual moving up the stack. Where, you know, there are fundamental changes. I think the PC becoming widespread, fundamental change; mobile, certainly becoming primary computing experience—what I know you call a toilet computer, I call my mobile; that's certainly been a change. Cloud has certainly been a change. And so, there are step functions for sure. But in general, what has been happening is things just keep moving up the stack. And as things move up the stack, there are companies that evolve and learn to do that and provide more value and more value to new folks. Like I talked about how businesspeople are leaders in technology now in a way that they never were before. And you need to give them the value in a way that they can understand it, and they can consume it, and they can trust it. And it's going to continue to move in that direction.And so, what happens then as things move up the stack, the abstractions start happening. And so, there are companies that were just major players in the ‘90s, whether it's Novell or Sun Microsystems or—I was actually getting a tour of the Sunnyvale/Mountain View Google Campuses yesterday. And the tour guide said, “This used to be the site of a company that was called Silicon Graphics. They did something around, like, making things for Avatar.” I felt a little aged at that point.But my point is, there are these companies that were amazing in their time. They didn't move up the stack in a way that met the net set of needs. And it's not like that crater the industry or anything, it's just people were able to move off of it and move up. And I do think that's what we'll see happening.Corey: In some cases, it seems to slip below the waterline and become, effectively, plumbing, where everyone uses it, but no one knows who they are or what they do. The Tier 1 backbone providers these days tend to be in that bucket. Sure, some of them have other businesses, like Verizon. People know who Verizon is, but they're one of the major Tier 1 carriers in the United States just of the internet backbone.Brian: That's right. And that doesn't mean it's not still a great business.Corey: Yeah.Brian: It just means it's not front of mind for maybe the problems you're trying to solve or the opportunities we're trying to capture at that point in time.Corey: So, my last question for you goes circling back to Google Cloud Next. You folks announced an awful lot of things. And most of them, from my perspective, were actually pretty decent. What do you think is the most impactful announcement that you made that the industry largely overlooked?Brian: Most impactful that the industry—well, overlooked might be the wrong way to put this. But there's this really interesting thing happening in the cloud world right now where whereas before companies, kind of, chose their primary cloud writ large, today because multi-cloud is actually happening in the vast majority of companies have things in multiple places, people make—are making also the decision of, “What is going to be my strategic data provider?” And I don't mean data in the sense of the actual data and meta-data and the like, but my data cloud.Corey: Mm-hmm.Brian: How do I choose my data cloud specifically? And there's been this amazing profusion of new data companies that do better ETL or ELT, better data cleaning, better packaging for AI, new techniques for scaling up/scaling down at cost. A lot of really interesting stuff happening in the dataspace. But it's also created almost more silos. And so, the most important announcement that we made probably didn't seem like a really big announcement to a lot of people, but it really was about how we're connecting together more of our data cloud with BigQuery, with unstructured and structured data support, with support for data lakes, including new formats, including Iceberg and Delta and Hudi to come how—Looker is increasingly working with BigQuery in order to make it, so that if you put data into Google Cloud, you not only have these super first-class services that you can use, ranging from databases like Spanner to BigQuery to Looker to AI services, like Vertex AI, but it's also now supporting all these different formats so you can bring third-party applications into that one place. And so, at the big cloud events, it's a new service that is the biggest deal. For us, the biggest deal is how this data cloud is coming together in an open way to let you use the tool that you want to use, whether it's from Google or a third party, all by betting on Google's data cloud.Corey: I'm really impressed by how Google is rather clearly thinking about this from the perspective of the data has to be accessible by a bunch of different things, even though it may take wildly different forms. It is making the data more fluid in that it can go to where the customer needs it to be rather than expecting the customer to come to it where it lives. That, I think, is a trend that we have not seen before in this iteration of the tech industry.Brian: I think you got that—you picked that up very well. And to some degree, if you step back and look at it, it maybe shouldn't be that surprising that Google is adept at that. When you think of what Google search is, how YouTube is essentially another search engine producing videos that deliver on what you're asking for, how information is used with Google Maps, with Google Lens, how it is all about taking information and making it as universally accessible and helpful as possible. And if we can do that for the internet's information, why can't we help businesses do it for their business information? And that's a lot of where Google certainly has a unique approach with Google Cloud.Corey: I really want to thank you for being so generous with your time. If people want to learn more about what you're up to, where's the best place for them to find you?Brian: cloud.google.com for Google Cloud information of course. And if it's still running when this podcast goes, @isforat, I-S-F-O-R-A-T, on Twitter.Corey: And we will put links to both of those in the show notes. Thank you so much for you time. I appreciate it.Brian: Thank you, Corey. It's been good talking with you.Corey: Brian Hall, VP of Product Marketing at Google Cloud. 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 angry comment dictating that, “No. Large companies make ten-year-long commitments casually all the time.”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.
Welcome back to Artbeat Radio! Today we have an original story by Brian Corder of ART Center. He wrote this story over the period of about two and a half weeks and had a total of three drafts. This story is about “kicking COVID's butt!”. Below is a message from Brian. “Thank you everyone for being there for me when I need you. Stay tuned because this episode will be spine tingling! It'll keep you listening for more.” - From, B.C. Special thanks to Sergio Leal, Eric Recillas, Ricky Parral, Nancy Terrey, Lisa Mellow, and Aaron Francis for music, lines, and sound effects for this episode! 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. Nancy: Welcome to Artbeat Radio. Today we have Brian Corder who wrote a story. Welcome Brian! What are you going to do Brian? Brian: Nancy, I'm going to read my story of me beating COVID's behind. Nancy: That's good. Aaron: What is your story about? Brian: It's about COVID taking us hostage and I just- something in my mind snapped for four nights in a row and I just decided to write a story about COVID. Back in our lives for far too long. Eric *sigh* Do you think COVID will ever end? Brian: I like to think so. But you see, this is just a dream and you can dream about anything in the- one of those dreams. Eric: And now, let's listen to Brian's amazing story! *Xylophone and piano theme plays* Brian: The Monster Within by Brian Corder. Once upon a time, in a land far far away, for three nights in a row, eleven weeks ago, I had a dream that a monster that was named COVID wreaked havoc on everyone he touched. By the end of 2019 into early 2020, he was just starting to emerge. *door opening* The monster was flexing his muscles, meanwhile, our future hero, was watching programs on tv *tv static* and something was afoot *foot stomping*. It was very scary- so scary that this future hero summoned three people to custom make a cape that was blue Kryptonite. Nancy: “I need a custom cape made out of blue Kryptonite! Brian: Three people came up with the perfect name for him. The name of the hero was COVID-MAN! *Applause with chanting *The blue kryptonite made him all the more stronger. He doubled up his fist. When COVID-Man was at the right place in the galaxy, he drew up his fist and let his fury do the talking! *fist noises* it showed no mercy. And he said, "I'm just beginning to take you apart- piece by piece!” Nancy: “Piece by piece!” Brian: Be prepared to meet your maker! Brian: “Be prepared to meet your maker!” *evil laughter* Brian: You've kept a whole lot of people hostage for too long. Sergio: “Too long!” Brian: But COVID, you're going to die! Brian: “But COVID, you're going to die!” Brian: After the display died down and went away, many people were treated to a real old-fashioned type of fireworks display. *Yankee Doodle plays on the flute* Brian: Along with the tremendous explosion of the thunderous sounds of a pat on the back *pats on the back* COVID-Man's bravery was enhanced when this reporter asked a question, "Now, COVID-Man, what did it feel like to get rid of the hatred that this monster known to all of us as COVID wrecked upon the land?" Brian: “It was terrific. Yeahhh!” Brian: "Beautiful!" Said COVID-Man to the reporter. Nancy: “Beautiful, son!” Brian: After the show was over and done with, every one of the townspeople cheered and the thunderous round of applause which was made more brighter by everybody's fun, shiny, energetic feeling that all of the world would be alright no matter where you go. *Applause and cheering* Brian: The mom of the daughter was downstairs watching tv and a bulletin came on and there was this reporter interviewing COVID-Man about what he did and how the townspeople Felt about him- "Awesome! Aaron: “Awesome!” Brian: Fearless! Nancy: “Fearless!” Brian: And powerful! Sergio: “Powerful!” Brian: Were some of the terms that described the feelings in the battle between COVID-Man versus COVID. The girlfriend of COVID-Man called her mom to sit on the couch. The mom said, "Here is someone I think you should see. If you want, I can drive you down to the studio to meet him.” *Car ignition* Brian: “Oh COVID-Man. I bet you could protect me against anything," said the girlfriend to him in the dream until it was finalized for COVID-Man to kill COVID. Brian: “Finally, your time has run out!” Brian: COVID-Man told the reporter that it was an honor to get rid of every town of this menace. Nancy: “Get out, COVID!” Brian: The president was even notified via email. *typing noises* Then he reached over to his computer. " COVID-Man saves the world" That was the story of the front page. *pages turning* Nancy: “COVID-Man saves the world!” Brian: The president told his staff to get air force one ready to go. *Airplane taking off* “We've got to present a medal to COVID-Man. He's a very useful weapon right now” *Drumming* Brian: They proceeded to take off to where COVID-Man was. The president presented COVID-Man his medal and said “it's for the bravery of becoming what you could do under very trying circumstances. I give YOU this medal for what you did." After the presentation was over, the president and the staff went back to the white house. Aaron: “Come on. Let's go back” Brian: "I think I tapped COVID-Man on the shoulder" said the reporter in a very high-pitched female voice. "Can I ask you a question?" Nancy: “Can I ask you a question?” Brian: Now COVID-Man was out of the wall and this reporter had a hat, suit, tie, and was holding a microphone in her hand. She sat the microphone down, took her hat, suit, and tie off and finally the interview was over. Nancy: “Thank you, COVID-Man!” Brian: "Thanks COVID-Man for the interview." It was finally revealed that the reporter was his girlfriend and she revealed this to him and then they lived happily ever after! *Only Yesterday by the Carpenters* Nancy: Brian, I think you were marvelous at that story. Brian: Well, thank you very much, Nancy! Aaron: Brian, how'd you like that story? Brian: My favorite part of the story was blue Kryptonite which makes COVID-Man stronger. Nancy: Is there anything you wanna tell the audience? Brian: Well, I think it ought to be said that I like the part in which the president told the staff to get Air Force one ready and that he was going to be a very special weapon against crime. Well, I'd like to say thank you everyone for supporting me! *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!
Hello All and welcome to another Art Beat Radio episode, a continuation of LAST WEEK's episode: Culture food: Chinese edition. In this week's episode our hosts Brian, Eric, Aaron, Alexa, and Katie will discuss Chinese food with a special guest, Chef Danny Bowien, Owner of Mission Chinese restaurant. We chat with Chef Danny about his culinary experience, while learning all about Chinese food and culture!Transcription:Aaron: Hello everybody my name is Aaron! Welcome back to the program, the friendliest place on Earth!Brian: Hello ladies and germs, this latest episode we're going to be interviewing a chef! His name is Danny Bowien. All the way from the big apple, so we can take a bite out of this topic!!Randi: Hey Brian, did you know that Chinese food is one of the healthiest cuisines in the world?!Brian: No I didn't, but did you know, that China is the homeland of tea!?Randi: Wow! Also, China uses 45 billion pairs of chopsticks a year! Nancy: I didn't know that!!!Brian: Well, hello ladies and gentlemen, this is Brian Corner and it's time to interview our guest chef, Danny Bowien. We hope you enjoy it! Take it away Danny!Alexa: Hey Chef Danny! We're so happy to have you on our podcast! Thank you for being here! We're excited to get to know you and ask you some questions.Brian: Chef Danny, do you cook all kinds of vegetables and what are your favorites?Aaron: What got you hooked on cooking?Eric: What certain foods are eaten on the Chinese New Year among other traditions?Aaron: Is Chinese food your favorite cuisine?Brian: Where did you grow up, and what did you grow up eating?Alexa: Your ethnicity is Korean right? What made you fall in love with Chinese food and was there a specific moment?Eric: What do you love most about being a chef?Brian: If there was one thing you wanted people to know about Chinese cuisine, what would it be?Aaron: What are your favorite toppings on a pizza?Alexa: You have a few restaurants, you just put out a cook book, so what's next for you?Eric: What is Sichuan, and how is it used in Chinese food?Brian: Have you visited any other States, if so, which ones are your favorites?Katie: What's the hardest part about being a chef?Aaron: Do you have to go to school to be a chef?Alexa asking for Sergio: What is your favorite dish to make?Brian: Do you have any advice to give us about cooking?Eric: Do you know how to cook orange chicken and other Chinese-American foods?Alexa: Wow, Danny, thank you so so much for answering all our questions. Maybe next time, you can come to Long Beach, and cook us some food!Everyone: Yum!!!!!!Everyone Thanks Danny, End of interview. Jamie: Wow, what a stimulating interview!Nancy: I learned so much from Danny. Thank you guys so much for listening to this episode.Randi: But before we go, we just want to sayEveryone: BYEEEEEEE!!
Hello All and welcome to Another Art Beat Radio episode. In this week's episode: Culture food: Chinese edition, Brian, Eric, Aaron, Alexa, and Katie discuss Chinese food with a special guest, Chef Danny Bowien, Owner of Mission Chinese restaurant. We chat with Chef Danny about his culinary experience, while learning all about Chinese food and culture!Transcription: Aaron: Hello everybody my name is Aaron! Welcome back to the program, the friendliest place on Earth! Brian: Hello ladies and germs, this latest episode we're going to be interviewing a chef! His name is Danny Bowien. All the way from the big apple, so we can take a bite out of this topic!! Randi: Hey Brian, did you know that Chinese food is one of the healthiest cuisines in the world?! Brian: No I didn't, but did you know, that China is the homeland of tea!? Randi: Wow! Also, China uses 45 billion pairs of chopsticks a year! Nancy: I didn't know that!!! Brian: Well, hello ladies and gentlemen, this is Brian Corner and it's time to interview our guest chef, Danny Bowien. We hope you enjoy it! Take it away Danny! Alexa: Hey Chef Danny! We're so happy to have you on our podcast! Thank you for being here! We're excited to get to know you and ask you some questions.Brian: Chef Danny, do you cook all kinds of vegetables and what are your favorites? Aaron: What got you hooked on cooking? Eric: What certain foods are eaten on the Chinese New Year among other traditions?Aaron: Is Chinese food your favorite cuisine? Brian: Where did you grow up, and what did you grow up eating? Alexa: Your ethnicity is Korean right? What made you fall in love with Chinese food and was there a specific moment? Eric: What do you love most about being a chef?Brian: If there was one thing you wanted people to know about Chinese cuisine, what would it be?Aaron: What are your favorite toppings on a pizza? Alexa: You have a few restaurants, you just put out a cook book, so what's next for you? Eric: What is Sichuan, and how is it used in Chinese food? Brian: Have you visited any other States, if so, which ones are your favorites? Katie: What's the hardest part about being a chef? Aaron: Do you have to go to school to be a chef? Alexa asking for Sergio: What is your favorite dish to make? Brian: Do you have any advice to give us about cooking? Eric: Do you know how to cook orange chicken and other Chinese-American foods? Alexa: Wow, Danny, thank you so so much for answering all our questions. Maybe next time, you can come to Long Beach, and cook us some food! Everyone: Yum!!!!!! Everyone Thanks Danny, End of interview. Jamie: Wow, what a stimulating interview!Nancy: I learned so much from Danny. Thank you guys so much for listening to this episode.Randi: But before we go, we just want to say Everyone: BYEEEEEEE!!
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!
Welcome back to Artbeat Radio! You're listening to our 100th episode! We started in 2012, posting about one episode a year. In September of 2020, quarantine inspired us to find a way to interact more with our greater community. Unable to go on community outings or leave our homes, we decided it was time to post on a weekly basis to maintain our connection. Listen in as we share our favorite moments, our hopes for the future, and interview one another on our accomplishments! 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. Stephanie: Hello and welcome to Artbeat Radio! My name is Stephanie! This is our 100th podcast episode. Wow, that is crazy. Our 100th episode! Looks like we made it! Thank you for listening to our podcast. Hope you like the episode. Alison: Okay, now I remember there was one time when we were doing something and it didn't turn out right and somebody dropped a box. I don't know what was in the box but somebody accidentally dropped a box and then in class somebody got the words backwards. Like they accidentally screwed up the words and that was my favorite part. Brian: Well, I loved Katie Jo also. Interviewed her about her country music and she actually performed for us live. My favorite was interviewing the guy who played Spiderman. He was really interesting. Eric: Guess what folx, the interview with spiderman will be available as of next week! Brian: Stephanie. Stephanie: Yes? Brian: What podcast did you enjoy? Stephanie: I liked “Summer Sounds” because it was really upbeat and it was really nice and I also like that I have my professional headphones. I would like, in the future, to meet my goal, which is to be a person on the radio but talk about my play, which is going to be awesome. Hey Renee. Renee: Yes? Stephanie: What's your favorite part of the podcast? Renee: I loved interviewing Spider-man, Ricky because we have a lot in common and are the same age. Brian: Yeah, I really enjoyed the interview with Ricky Mena, who played Spiderman. Stephanie: I think the interview with Julianna and Matthew was my favorite. And I just like podcast because I just like it. I like it because I get to produce the episode about my play. That's why. My goal is to be on a radio station and be the head podcast talker and to talk about my musical and my jewelry business. And that's going to be fun. Go podcast class! Brian: What I love about working with KLBP a lot is getting my voice heard. Getting my thoughts across. To have some of my thoughts that I have not illustrated before and that's very important to me. It's a terrific radio station to air what we've learned. Tim: Well, I like the guests that we have and then talking about our program and sharing all our details. I enjoyed interviewing our staff and then others from- different staff from different sites and music instructors. I like the most about it how we come together as one. Alison: This is our 100th episode! Well, what do you think of it? Stephanie: I think that it's amazing so far. Alison: I didn't think we'd go this far. Stephanie: I know right? Brian: Aaron, what do you think about the 100th podcast episode? Aaron: I like it. Brian: Did you think that we would make it this far? Aaron: Yes. Brian: It's a real honor to interview you, Aaron. Stephanie? Stephanie: Yes, Brian? Brian: What do you think of the 100th episode? Stephanie: I think it's cool. Brian: Did you think that we would make it this far? Stephanie: No! That's crazy, Brian! Brian: Yeah! Stephanie: Wow. Brian: I'm-I'm with you. I can't imagine that we're up to the 100th. Stephanie: We gotta' keep going. It'll be 101! Brian: Yeah! *laughs* and maybe 102, 3, 4, 5 and so on. *laughter* Stephanie: How do you like this class? Brian: I love it. So much so that I took it last semester and I'm taking it this semester. I can't remember if I took it the semester before. Stephanie: Yeah. Brian: How do you like this podcast? Stephanie: I think it's great! I like- I like my first- I like my classes this year. They're fun! Renee: How long have you been on the podcast, Stephanie? Stephanie: Um...not very long but I think I like it. How long have you been in podcast? Renee: I'm not sure. I just started *laughs* Stephanie: Just started? Renee: Yeah. Stephanie: I wanna keep working on podcast! Renee: Me too! Stephanie: Sorry, I'm just stoked! I'm so sorry *laughter* Artbeat Radio was created in 2012 at the TAP II location in Gardena California. Brian: Here's a clip of our first podcast! *Dead Man's Bones cover plays softly behind voices* Alison: This was made in 2012. This was the first podcast of Artbeat Radio. it was posted on October 18th 2012. *Dead Man's Bones cover plays louder* *Song fades out* Stephanie: I thought it was awesome. The way that it was presented and the way that they were singing. Brian: I liked it! Alison: It was beautiful. I think the song was great considering it was our first one. Brian: Hope you enjoyed our 100th episode! Have a wonderful day and thank you for listening to our podcast. Stephanie: Thank you! Renee: Thank you for listening and thank you for coming. Have a beautiful and wonderful day. Brian: Here's to 100 more episodes! Thank you very much ladies and germs. *laughter* Renee: Gentlemen! Stephanie: That's so funny, Brian! Renee: I like that Brian: Thank you! Renee: “germs” that's so funny! I like that *laughter* *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!
About BrianI lead the Google Cloud Product and Industry Marketing team. We're focused on accelerating the growth of Google Cloud by establishing thought leadership, increasing demand and usage, enabling our sales teams and partners to tell our product stories with excellence, and helping our customers be the best advocates for us.Before joining Google, I spent over 25 years in product marketing or engineering in different forms. I started my career at Microsoft and had a very non-traditional path for 20 years. I worked in every product division except for cloud. I did marketing, product management, and engineering roles. And, early on, I was the first speech writer for Steve Ballmer and worked on Bill Gates' speeches too. My last role was building up the Microsoft Surface business from scratch and as VP of the hardware businesses. After Microsoft, I spent a year as CEO at a hardware startup called Doppler Labs, where we made a run at transforming hearing, and then two years as VP at Amazon Web Services leading product marketing, developer advocacy, and a bunch more marketing teams. I have three kids still at home, Barty, Noli, and Alder, who are all named after trees in different ways. My wife Edie and I met right at the beginning of our first year at Yale University, where I studied math, econ, and philosophy and was the captain of the Swim and Dive team my senior year. Edie has a PhD in forestry and runs a sustainability and forestry consulting firm she started, that is aptly named “Three Trees Consulting”. We love the outdoors, tennis, running, and adventures in my 1986 Volkswagen Van, which is my first and only car, that I can't bring myself to get rid of.Links: Twitter: https://twitter.com/IsForAt LinkedIn: https://www.linkedin.com/in/brhall/ Episode 10: https://www.lastweekinaws.com/podcast/screaming-in-the-cloud/episode-10-education-is-not-ready-for-teacherless/ 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 sponsored in part by our friends at Redis, the company behind the incredibly popular open source database that is not the bind DNS server. If you're tired of managing open source Redis on your own, or you're using one of the vanilla cloud caching services, these folks have you covered with the go to manage Redis service for global caching and primary database capabilities; Redis Enterprise. Set up a meeting with a Redis expert during re:Invent, and you'll not only learn how you can become a Redis hero, but also have a chance to win some fun and exciting prizes. To learn more and deploy not only a cache but a single operational data platform for one Redis experience, visit redis.com/hero. Thats r-e-d-i-s.com/hero. And my thanks to my friends at Redis for sponsoring my ridiculous non-sense. Corey: Writing ad copy to fit into a 30 second slot is hard, but if anyone can do it the folks at Quali can. Just like their Torque infrastructure automation platform can deliver complex application environments anytime, anywhere, in just seconds instead of hours, days or weeks. Visit Qtorque.io today and learn how you can spin up application environments in about the same amount of time it took you to listen to this ad.Corey: Welcome to Screaming in the Cloud. I'm Corey Quinn. I'm joined today by a special guest that I've been, honestly, antagonizing for years now. Once upon a time, he spent 20 years at Microsoft, then he wound up leaving—as occasionally people do, I'm told—and going to AWS, where according to an incredibly ill-considered affidavit filed in a court case, he mostly focused on working on PowerPoint slides. AWS is famously not a PowerPoint company, and apparently, you can't change culture. Now, he's the VP of Product and Industry Marketing at Google Cloud. Brian Hall, thank you for joining me.Brian: Hi, Corey. It's good to be here.Corey: I hope you're thinking that after we're done with our conversation. Now, unlike most conversations that I tend to have with folks who are, honestly, VP level at large cloud companies that I enjoy needling, we're not going to talk about that today because instead, I'd rather focus on a minor disagreement we got into on Twitter—and I mean that in the truest sense of disagreement, as opposed to the loud, angry, mutual blocking, threatening to bomb people's houses, et cetera, nonsense that appears to be what substitutes for modern discourse—about, oh, a month or so ago from the time we're recording this. Specifically, we talked about, I'm in favor of job-hopping to advance people's career, and you, as we just mentioned, spent 20 years at Microsoft and take something of the opposite position. Let's talk about that. Where do you stand on the idea?Brian: I stand in the position that people should optimize for where they are going to grow the most. And frankly, the disagreement was less about job-hopping because I'm going to explain how I job-hopped at Microsoft effectively.Corey: Excellent. That is the reason I'm asking you rather than poorly stating your position and stuffing you like some sort of Christmas turkey straw-man thing.Brian: And I would argue that for many people, changing jobs is the best thing that you can do, and I'm often an advocate for changing jobs even before sometimes people think they should do it. What I mostly disagreed with you on is simply following the money on your next job. What you said is if a—and I'm going to get it somewhat wrong—but if a company is willing to pay you $40,000 more, or some percentage more, you should take that job now.Corey: Gotcha.Brian: And I don't think that's always the case, and that's what we're talking about.Corey: This is the inherent problem with Twitter is that first, I tend to write my Twitter threads extemporaneously without a whole lot of thought being put into things—kind of like I live my entire life, but that's neither here nor there—Brian: I was going to say, that comes across quite clearly.Corey: Excellent. And 280 characters lacks nuance. And I definitely want to have this discussion; this is not just a story where you and I beat heads and not come to an agreement on this. I think it's that we fundamentally do agree on the vast majority of this, I just want to make sure that we have this conversation in a way, in a forum that doesn't lend itself to basically empowering the worst aspects of my own nature. Read as, not Twitter.Brian: Great. Let's do that.Corey: So, my position is, and I was contextualizing this from someone who had reached out who was early in their career, they had spent a couple of years at AWS and they were entertaining an offer elsewhere for significantly more money. And this person, I believe I can—I believe it's okay for me to say this: she—was very concerned that, “I don't want to look like I'm job-hopping, and I don't dislike my team. My manager is great. I feel disloyal for leaving. What should I do?”Which first, I just want to say how touched I am that someone who is early in their career and not from a wildly overrepresented demographic like you and I felt a sense of safety and security in reaching out to ask me that question. I really wish more people would take that kind of initiative. It's hard to inspire, but here we are. And my take to her was, “Oh, my God. Take the money.” That was where this thread started because when I have conversations with people about those things, it becomes top of mind, and I think, “Hmm, maybe there's a one-to-many story that becomes something that is actionable and useful.”Brian: Okay, so I'm going to give two takes on this. I'll start with my career because I was in a similar position as she was, at one point in my career. My background, I lucked into a job at Microsoft as an intern in 1995, and then did another internship in '96 and then started full time on the Internet Explorer team. And about a year-and-a-half into that job, I—we had merged with the Windows '98 team and I got the opportunity to work on Bill Gates's speech for the Windows '98 launch event. And I—after that was right when Steve Ballmer became president of Microsoft and he started doing a lot more speeches and asked to have someone to help him with speeches.And Chris Capossela, who's now the CMO at Microsoft, said, “Hey, Brian. You interested in doing this for Steve?” And my first reaction was, well, even inside Microsoft, if I move, it will be disloyal. Because my manager's manager, they've given me great opportunities, they're continuing to challenge me, I'm learning a bunch, and they advised not doing it.Corey: It seems to me like you were in a—how to put this?—not to besmirch the career you have wrought with the sweat of your brow and the toil of your back, but in many ways, you were—in a lot of ways—you were in the right place at the right time, riding a rocket ship, and built opportunities internally and talked to folks there, and built the relationships that enabled you to thrive inside of a company's ecosystem. Is that directionally correct?Brian: For sure. Yet, there's also, big companies are teams of teams, and loyalty is more often with the team and the people that you work with than the 401k plan. And in this case, you know, I was getting this pressure that says, “Hey, Brian. You're going to get all these opportunities. You're doing great doing what you're doing.”And I eventually had the luck to ask the question, “Hey, if I go there and do this role”—and by the way, nobody had done it before, and so part of their argument was, “You're young, Steve's… Steve. Like, you could be a fantastic ball of flames.” And I said, “Okay, if [laugh] let's say that happens. Can I come back? Can I come back to the job I was doing before?”And they were like, “Yeah, of course. You're good at what you do.” To me, which was, “Okay, great. Then I'm gone. I might as well go try this.” And of course, when I started at Microsoft, I was 20, 21, and I thought I'd be there for two or three years and then I'd end up going back to school or somewhere else. But inside Microsoft, what kept happening as I just kept getting new opportunities to do something else that I'd learned a bunch from, and I ultimately kind of created this mentality for how I thought about next job of, “Am I going to get more opportunities if I am able to be successful in this new job?” Really focused on optionality and the ability to do work that I want to do and have more choices to do that.Corey: You are also on a I almost want to call it a meteoric trajectory. In some ways. You effectively went from—what was your first role there? It was—Brian: The lowest level of college hire you can do at Microsoft, effectively.Corey: Yeah. All the way on up to at the end of it the Corporate VP for Microsoft Devices. It seems to me that despite the fact that you spent 20 years there, you wound up having a bunch of different jobs and an entire career trajectory internal to the organization, which is, let's be clear, markedly different from some of the folks I've interviewed at various times, in my career as an employer and as a technical interviewer at a consulting company, where they'd been somewhere for 15 years, and they had one year of experience that they repeated 15 times. And it was one of the more difficult things that I encountered is that some folks did not take ownership of their career and focus on driving it forward.Brian: Yeah, that, I had the opposite experience, and that is what kept me there that long. After I would finish a job, I would say, “Okay, what do I want to learn how to do next, and what is a challenge that would be most interesting?” And initially, I had to get really lucky, honestly, to be able to get these. And I did the work, but I had to have the opportunity, and that took luck. But after I had a track record of saying, “Hey, I can jump from being a product marketer to being a speechwriter; I can do speechwriting and then go do product management; I can move from product management into engineering management.”I can do that between different businesses and product types, you build the ability to say, “Hey, I can learn that if you give me the chance.” And it, frankly, was the unique combination of experiences I had by having tried to do these other things that gave me the opportunity to have a fast trajectory within the company.Corey: I think it's also probably fair to say that Microsoft was a company that, in its dealings with you, is operating in good faith. And that is a great thing to find when you see it, but I'm cynical; I admit that. I see a lot of stories where people give and sacrifice for the good of the company, but that sacrifice is never reciprocated. And we've all heard the story of folks who will put their nose to the grindstone to ship something on time, only to be rewarded with a layoff at the end, and stories like that resonate.And my argument has always been that you can't love a company because the company can't love you back. And when you're looking at do I make a career move or do I stay, my argument is that is the best time to be self-interested.Brian: Yeah, I don't think—companies are there for the company, and certainly having a culture that supports people that wants to create opportunity, having a manager that is there truly to make you better and to give you opportunity, that all can happen, but it's within a company and you have to do the work in order to try and get into that environment. Like, I worked hard to have managers who would support my growth, would give me the bandwidth and leash early on to not be perfect at what I'm doing, and that always helped me. But you get to go pick them in a company like that, or in the industry in general, you get—just like when a manager is hiring you, you also get to understand, hey, is this a person I want to work for?But I want to come back to the main point that I wanted to make. When I changed jobs, I did it because I wanted to learn something new and I thought that would have value for me in the medium-term and long-term, versus how do I go max cash in what I'm already good at?Corey: Yes.Brian: And that's the root of what we were disagreeing with on Twitter. I have seen many people who are good at something, and then another company says, “Hey, I want you to do that same thing in a worse environment, and we'll pay you more.”Corey: Excellence is always situational. Someone who is showered in accolades at one company gets fired at a different company. And it's not because they suddenly started sucking; it's because the tools and resources that they needed to succeed were present in one environment and not the other. And that varies from person to person; when someone doesn't work out of the company, I don't have a default assumption that there's something inherently wrong with them.Of course, I look at my own career and the sheer, staggeringly high number of times I got fired, and I'm starting to think, “Huh. The only consistent factor in all of these things is me. Nah, couldn't be my problem. I just worked for terrible places, for terrible people. That's got to be the way it works.” My own peace of mind. I get it. That is how it feels sometimes and it's easy to dismiss that in different ways. I don't want to let my own bias color this too heavily.Brian: So, here are the mistakes that I've seen made: “I'm really good at something; this other company will pay me to do just that.” You move to do it, you get paid more, but you have less impact, you don't work with as strong of people, and you don't have a next step to learn more. Was that a good decision? Maybe. If you need the money now, yes, but you're a little bit trading short-term money for medium-and long-term money where you're paid for what you know; that's the best thing in this industry. We're paid for what we know, which means as you're doing a job, you can build the ability to get paid more by knowing more, by learning more, by doing things that stretch you in ways that you don't already know.Corey: In 2006, I bluffed my way through a technical interview and got a job as a Unix systems administrator for a university that was paying $65,000 a year, and I had no idea what I was going to do with all of that money. It was more money than I could imagine at that point. My previous high watermark, working for an ethically challenged company in a sales role at a target comp of 55, and I was nowhere near it. So okay, let's go somewhere else and see what happens. And after I'd been there a month or two, my boss sits me down and said, “So”—it's our annual compensation adjustment time—“Congratulations. You now make $68,000.”And it's just, “Oh, my God. This is great. Why would I ever leave?” So, I stayed there a year and I was relatively happy, insofar as I'm ever happy in a job. And then a corporate company came calling and said, “Hey, would you consider working here?”“Well, I'm happy here and I'm reasonably well compensated. Why on earth would I do that?” And the answer was, “Well, we'll pay you $90,000 if you do.” It's like, “All right. I guess I'm going to go and see what the world holds.”And six weeks later, they let me go. And then I got another job that also paid $90,000 and I stayed there for two years. And I started the process of seeing what my engagement with the work world look like. And it was a story of getting let go periodically, of continuing to claw my way up and, credit where due, in my 20s I was in crippling credit card debt because I made a bunch of poor decisions, so I biased early on for more money at almost any cost. At some point that has to stop because there's always a bigger paycheck somewhere if you're willing to go and do something else.And I'm not begrudging anyone who pursues that, but at some point, it ceases to make a difference. Getting a raise from $68,000 to $90,000 was life-changing for me. Now, getting a $30,000 raise? Sure, it'd be nice; I'm not turning my nose up at it, don't get me wrong, but it's also not something that moves the needle on my lifestyle.Brian: Yeah. And there are a lot of those dimensions. There's the lifestyle dimension, there's the learning dimension, there's the guaranteed pay dimension, there's the potential paid dimension, there is the who I get to work with, just pure enjoyment dimension, and they all matter. And people should recognize that job moves should consider all of these.And you don't have to have the same framework over time as well. I've had times where I really just wanted to bear down and figure something out. And I did one job at Microsoft for basically six years. It changed in terms of scope of things that I was marketing, and which division I was in, and then which division I was in, and then which division I was in—because Microsoft loves a good reorg—but I basically did the same job for six years at one point, and it was very conscious. I was trying to get really good at how do I manage a team system at scale. And I didn't want to leave that until I had figured that out. I look back and I think that's one of the best career decisions I ever made, but it was for reasons that would have been really hard to explain to a lot of people.Corey: Let's also be very clear here that you and I are well-off white dudes in tech. Our failure mode is pretty much a board seat and a book deal. In fact, if—Brian: [laugh].Corey: —I'm not mistaken, you are on the board of something relatively recently. What was that?Brian: United Way of King County. It's a wonderful nonprofit in the Seattle area.Corey: Excellent. And I look forward to reading your book, whenever that winds up dropping. I'm sure it'll be only the very spiciest of takes. For folks who are earlier in their career and who also don't have the winds of privilege at their backs the way that you and I do, this also presents radically differently. And I've spoken to a number of folks who are not wildly over-represented about this topic, in the wake of that Twitter explosion.And what I heard was interesting in that having a manager who has your back counts for an awful lot and is something that is going to absolutely hold you to a particular company, even when it might make sense on paper for you to leave. And I think that there's something strong there. My counterargument is okay, so you turn down the offer, a month goes past and your manager gives notice because they're going to go somewhere else. What then? It's one of those things where you owe your employer a duty of confidentiality, you owe them a responsibility to do your best work, to conduct yourself in an ethical manner, but I don't believe you owe them loyalty in the sense of advancing their interests ahead of what's best for you and your career arc.And what's right for any given person is, of course, a nuanced and challenging thing. For some folks, yeah, going out somewhere else for more money doesn't really change anything and is not what they should optimize for. For other folks, it's everything. And I don't think either of those takes is necessarily wrong. I think it comes down to it depends on who you are, and what your situation is, and what's right for you.Brian: Yeah. I totally agree. For early in career, in particular, I have been a part of—I grew up in the early versions of the campus hiring program at Microsoft, and then hired 500-plus, probably, people into my teams who were from that.Corey: You also do the same thing at AWS if I'm not mistaken. You launched their first college hiring program that I recall seeing, or at least that's what scuttlebutt has it.Brian: Yes. You're well-connected, Corey. We started something called the Product Marketing Leadership Development Program when I was in AWS marketing. And then one year, we hired 20 people out of college into my organization. And it was not easy to do because it meant using, quote-unquote, “Tenured headcount” in order to do it. There wasn't some special dispensation because they were less paid or anything, and in a world where headcount is a unit of work, effectively.And then I'm at Google now, in the Google Cloud division, and we have a wonderful program that I think is really well done, called the Associate Product Marketing Manager Program, APMM. And what I'd say is for the people early in career, if you get the opportunity to have a manager who's super supportive, in a system that is built to try and grow you, it's a wonderful opportunity. And by ‘system built to grow you,' it really is, do you have the support to get taught what you need to get taught on the job? Are you getting new opportunities to learn new things and do new things at a rapid clip? Are you shipping things into the market such that you can see the response and learn from that response, versus just getting people's internal opinions, and then are people stretching roles in order to make them amenable for someone early in career?And if you're in a system that gives you that opportunity—like let's take your example earlier. A person who has a manager who's greatly supportive of them and they feel like they're learning a lot, that manager leaves, if that system is right, there's another manager, or there's an opportunity to put your hand up and say, “Hey, I think I need a new place,” and that will be supported.Corey: This episode is sponsored by our friends at Oracle Cloud. Counting the pennies, but still dreaming of deploying apps instead of "Hello, World" demos? Allow me to introduce you to Oracle's Always Free tier. It provides over 20 free services and infrastructure, networking, databases, observability, management, and security. 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Visit snark.cloud/oci-free that's snark.cloud/oci-free.Corey: I have a history of mostly working in small companies, to the point where I consider a big company to be one that has more than 200 employees, so, the idea of radically transitioning and changing teams has never really been much on the table as I look at my career trajectory and my career arc. I have seen that I've gotten significant 30% raises by changing jobs. I am hard-pressed to identify almost anyone who has gotten that kind of raise in a single year by remaining at a company.Brian: One hundred percent. Like, I know of people who have, but it—Corey: It happens, but it's—Brian: —is very rare.Corey: —it's very rare.Brian: It's, it's, it's almost the, the, um, the example that proves the point. I getting that totally wrong. But yes, it's very rare, but it does happen. And I think if you get that far out of whack, yes. You should… you should go reset, especially if the other attributes are fine and you don't feel like you're just going to get mercenary pay.What I always try and advise people is, in the bigger companies, you want to be a good deal. You don't want to be a great deal or a bad deal. Where a great deal is you're getting significantly underpaid, a bad deal is, “Uh oh. We hired this person to [laugh] senior,” or, “We promoted them too early,” because then the system is not there to help you, honestly, in the grand scheme of things. A good deal means, “Hey, I feel like I'm getting better work from this person for what we are giving them than what the next clear alternative would be. Let's support them and help them grow.” Because at some level, part of your compensation is getting your company to create opportunities for you to grow. And part of the reason people go to a manager is they know they'll give them that compensation.Corey: I am learning this the interesting way, as we wind up hiring and building out our, currently, nine-person company. It's challenging for us to build those opportunities while bootstrapped, but it is incumbent upon us, you're right. That is a role of management is how do you identify growth opportunities for people, ideally, while remaining at the company, but sometimes that means that helping them land somewhere else is the right path for their next growth step.Brian: Well, that brings up a word for managers. What you pay your employees—and I'm talking big company here, not people like yourself, Corey, where you have to decide whether you reinvesting money or putting in an individual.Corey: Oh, yes—Brian: But at big companies—Corey: —a lot of things that apply when you own a company are radically departed from—Brian: Totally.Corey: —what is—Brian: Totally.Corey: —common guidance.Brian: Totally. At a big company, managers, you get zero credit for how much your employees get paid, what their raise is, whether they get promoted or not in the grand scheme of things. That is the company running their system. Yes, you helped and the like, but it's—like, when people tell me, “Hey, Brian, thank you for supporting my promotion.” My answer is always, “Thank you for having earned it. It's my job to go get credit where credit is due.” And that's not a big part of my job, and I honestly believe that.Where you do get credit with people, where you do show that you're a good manager is when you have the conversations with them that are harder for other people to have, but actually make them better; when you encourage them in the right way so that they grow faster; when you treat them fairly as a human being, and mostly when you do the thing that seems like it's against your own interest.Corey: That resonates. The moments of my career as a manager that I'm proud of stuff are the ones that I would call borderline subversive: telling a candidate to take the competing offer because they're going to have a better time somewhere else is one of those. But my philosophy ties back to the idea of job-hopping, where I'm going to know these people for longer than either of us are going to remain in our current role, on some level. I am curious what your approach is, given that you are now at the, I guess, other end for folks who are just starting out. How do you go about getting people into Cloud marketing? And, on some level, wouldn't you consider that being a form of abuse?Brian: [laugh]. It depends on whether they get to work with you or not, Corey.Corey: There is that.Brian: I won't tell you which one's abuse or not. So first, getting people into cloud marketing is getting people who do not have deeply technical backgrounds in most cases, oftentimes fantastic—people who are fantastic at understanding other people and communicating really well, and it gives them an opportunity to be in tech in one of the fastest-growing, fastest-changing spaces in the world. And so to go to a psych major, a marketing major, an American studies major, a history major, who can understand complex things and then communicate really well, and say, “Hey, I have an opportunity for you to join the fastest growing space in technology,” is often compelling.But their question kind of is, “Hey, will I be able to do it?” And the answer has to be, “Hey, we have a program that helps you learn, and we have a set of managers who know how to teach, and we create opportunities for you to learn on the job, and we're invested in you for more than a short period of time.” With that case, I've been able to hire and grow and work with, in some cases, people for over 15 years now that I worked with at Microsoft. I'm still in touch with many of the people from the Product Marketing Leadership Development Program at AWS. And we have a fantastic set of APMMs at Google, and it creates a wonderful opportunity for them.Increasingly, we're also seeing that it is one of the best ways to find people from many backgrounds. We don't just show up at the big CompSci schools. We're getting some wonderful, wonderful people from all the states in the nation, from the historically black colleges and universities, from majors that tend to represent very different groups than the traditional tech audiences. And so it's been a great source of broadening our talent pool, too.Corey: There's a lot to be said for having people who've been down this path and seeing the failure modes, reaching out to make so that the next generation—for lack of a better term—has an easier time than we did. The term I've heard for the concept is ‘send the elevator back down,' which is important. I think it's—otherwise we wind up with a whole industry that looks an awful lot like it did 20 years ago, and that's not ideal for anyone. The paths that you and I walked are closed, so sitting here telling people they should do what we did has very strong, ‘Okay, Boomer' energy to it.Brian: [laugh].Corey: There are different paths, and the world and industry are changing radically.Brian: Absolutely. And my—like, the biggest thing that I'd say here is—and again, just coming back to the one thing we disagreed on—look at the bigger picture and own your career. I would never say that isn't the case, but the bigger picture means not just what you're getting paid tomorrow, but are you learning more? What new options is it creating for you? And when I speak options, I mean, will you have more jobs that you can do that excite you after you do that job? And those things matter in addition to the pay.Corey: I would agree with that. Money is not everything, but it's also not nothing.Brian: Absolutely.Corey: I will say though you spent 20 years at Microsoft. I have no doubt that you are incredibly adept at managing your career, at managing corporate politics, at advancing your career and your objectives and your goals and your aspirations within Microsoft, but how does that translate to companies that have radically different corporate cultures? We see this all the time with founders who are ex-Google or ex-Microsoft, and suddenly it turns out that the things that empower them to thrive in the large corporate environment doesn't really work when you're a five-person startup, and you don't have an entire team devoted to that one thing that needs to get done.Brian: So, after Microsoft, I went to a company called Doppler Labs for a year. It was a pretty well-funded startup that made smart earbuds—this was before AirPods had even come out—and I was really nervous about the going from big company to startup thing, and I actually found that move pretty easy. I've always been kind of a hands-on, do-it-yourself, get down in the details manager, and that's served me well. And so getting into a startup and saying, “Hey, I get to just do stuff,” was almost more fun. And so after that—we ended up folding, but it was a wonderful ride; that's a much longer conversation—when I got to Amazon and I was in AWS—and by the way, the one division I never worked at Microsoft was Azure or its predecessor server and tools—and so part of the allure of AWS was not only was it another trillion-dollar company in my backwater hometown, but it was also cloud computing, was the space that I didn't know well.And they knew that I knew the discipline of product marketing and a bunch of other things quite well, and so I got that opportunity. But I did realize about four months in, “Oh, crap. Part of the reason that I was really successful at Microsoft is I knew how everything worked.” I knew where things have been tried and failed, I knew who to go ask about how to do things, and I knew none of that at Amazon. And it is a—a lot of what allows you to move fast, make good decisions, and frankly, be politically accepted, is understanding all that context that nobody can just tell you. So, I will say there is a cost in terms of your productivity and what you're able to get done when you move from a place that you're good at to a place that you're not good at yet.Corey: Way back in episode 10 of this podcast—as we get suspiciously close to 300 as best I can tell—I had Lynn Langit get on as a guest. And she was in the Microsoft MVP program, the AWS Hero program, and the Google Expert program. All three at once—Brian: Lynn is fantastic.Corey: It really is.Brian: Lynn is fantastic.Corey: I can only assume that you listened to that podcast and decided, huh, all three, huh? I can beat that. And decided that—Brian: [laugh].Corey: —instead of being in the volunteer to do work for enormous multinational companies group, you said, “No, no, no. I'm going to be a VP in all three of those.” And here we are. Now that you are at Google, you have checked all three boxes. What is the next mountain to climb for you?Brian: I have no clue. I have no clue. And honestly—again, I don't know how much of this is privilege versus by being forward-looking. I've honestly never known where the heck I was going to go in my career. I've just said, “Hey, let's have a journey, and let's optimize for doing something you want to do that is going to create more opportunities for you to do something you want to do.”And so even when I left Microsoft, I was in a great position. I ran the Surface business, and HoloLens, and a whole bunch of other stuff that was really fun, but I also woke up one day and realized, “Oh, my gosh. I've been at Microsoft for 20 years. If I stay here for the next job, I'm earning the right to get another job at Microsoft, more so than anything else, and there's a big world out there that I want to explore a bit.” And so I did the startup; it was fun, I then thought I'd do another startup, but I didn't want to commute to San Francisco, which I had done.And then I found most of the really, really interesting startups in Seattle were cloud-related and I had this opportunity to learn about cloud from, arguably, one of the best with AWS. And then when I left AWS, I left not knowing what I was going to do, and I kind of thought, “Okay, now I'm going to do another cloud-oriented startup.” And Google came, and I realized I had this opportunity to learn from another company. But I don't know what's next. And what I'm going to do is try and do this job as best I can, get it to the point where I feel like I've done a job, and then I'll look at what excites me looking forward.Corey: And we will, of course, hold on to this so we can use it for your performance review, whenever that day comes.Brian: [laugh].Corey: I want to thank you for taking so much time to speak with me today. If people care more about what you have to say, perhaps you're hiring, et cetera, et cetera, where can they find you?Brian: Twitter, IsForAt: I-S-F-O-R-A-T. I'm certainly on Twitter. And if you want to connect professionally, I'm happy to do that on LinkedIn.Corey: And we will, of course, put links to those things in the [show notes 00:36:03]. Thank you so much for being so generous with your time. I appreciate it. I know you have a busy week of, presumably, attempting to give terrible names to various cloud services.Brian: Thank you, Corey. Appreciate you having me.Corey: Indeed. Brian Hall, VP of Product and Industry Marketing at Google Cloud. I am 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 in the form of a PowerPoint deck.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.
Results Coaching Model with Brian Lovegrove Brian Lovegrove has been on his journey of personal growth and professional development since the age of 17. Inspired by Tony Robbins, he has created not only a catalyst but a unique approach and process to helping others, like you, achieve their goals. He believes in providing & building upon the knowledge most coaches provide by practicing these lessons and building a HABIT! Using his "5 Keys of Success" in his coaching, he is a firm believer that if these keys are used, failure is all but eliminated. In this episode, we learn about all the tactics Brian uses and has honed over the years of being a coach and we did into a few of these methods during our conversation. As always, thanks so much for listening! Joe Brian Lovegrove Leadership Developer and Results Coach Website: https://brianlovegrovecoaching.com Facebook: https://www.facebook.com/brianslovegrove LinkedIn: https://www.linkedin.com/in/brianlovegrove/ Live Masterclass: https://www.becomeunstoppable.info 5 Keys to Success Podcast: https://5-keys-of-success.simplecast.com/ Unleash Your Fear eBook: https://www.unleashyourfear.com/freebook Email: lovegrove@lovegroveltd.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: Hi Brian, welcome to the podcast. I'm looking forward to having you on so many things I have to ask you, because you hit a core thing here with training, personal development courses, all of these things that I read about. And it's going to be interesting to find out your answers to these burning questions I asked. Brian: All right, Joe, I'm looking forward to it. Let's get rocking and rolling here. Joe: Awesome. OK, so you have to bear with me, because I literally do this with every single person on my podcast, is that I think it's important for my audience, who I believe is mostly entrepreneurs, whether they're currently doing their thing or they want to do their thing or they're struggling, doing their thing or whatever it might be. I think it's important for them to know the back story of the person that is on, because it's important to understand the development of where you came from and how you got to where you are today. And I think a lot of those things that you talk about actually people listening, going, oh, yeah, I've been there. I did that. I remember that. So I always leave this open to saying you can go back as far as you want, because if something in elementary school created who you are today, I want the audience to know about it so you can start wherever you want. Brian: Well, people ask me how I got introduced to personal development in the first place, and I actually go back to junior high. My dad was a commercial real estate broker and I grew up in Montana. And any time we would leave town, we would go on a long trip. And so he would pull out these tapes from work. And this was, of course, back before the iPods. The noise canceling headphones in that great, wonderful device that many of us grew up with, the Sony Walkman, Joe: Near Brian: Whatever Joe: And dear to my Brian: He Joe: Heart. Brian: Put into that. Yes. Yes. And so I got stuck listening to whatever was in the tape deck. And so I got introduced to guys like Earl Nightingale, Jim Roan and my favorite Zig Ziglar. And listening to those guys, Dennis Wailea, on and on and on and on, they taught me what it was to be an entrepreneur. And I remember Ziggs saying, treat every job as if you were the owner of the business and those HAQQ series that I listened to through junior high and high school shaped me in my choices in college. I actually got a degree in professional sales because of a I was originally going for a management degree my first year. My sister was two years ahead of me and she told me after my freshman year and says, you know what, Brian, you might want to consider changing majors because the people that I know that are graduating with management degrees are struggling to find jobs. And I went back and that that prompted me to ask a really good deep question at all. I don't know, 18. I asked myself, what career, what major, what level of information do I need to get while you're at college that would regardless of what happens to the industry, because I knew, you know, it's going to be out here in the marketplace for over 50 years. What degree do I need to go get that will? Regardless of what's going to happen, the ups and downs of the industry, whether we end up in another recession, we end up in another depression, that I would always have an opportunity to have a job if I wanted one. Brian: And that always brought me back to the sales aspect that Zig always mentioned, because, again, he did a lot of his sales around the Depression area and that that aspect of life where it's like how do you survive? How do you keep going in those areas? And it's really the salespeople that make the world go round. And so that's what led me to a sales degree. The other decision that I made when I was 17 was I got introduced to a guy named Tony Robbins and I bought his first tape series. Imagine a freshman in college spending probably a month of his earnings on a tape series. And I bought Tony's unlimited power. I still have the tapes are used today, actually gone and bought a second set because I wore out one of those tapes so that because I listened to it so much and I followed Tony ever since, I actually helped promote and put on his seminars for one of his franchises. And along the way, I've always been doing personal development, personal growth, and, you know, a lot I loved it. I just ate it up. But one of the big challenges that I ran into, I turned 40. Brian: It was like, why am I not far enough along? I've been doing this for 20 years. Why am I just here? Because at the time I was struggling to pay the bills. I was struggling to get by. My wife was working. We had two small kids. And I thought by the time I turned 40, I would have been much farther along by now. And so in this process, I realized it wasn't until much later that learning is not enough to make lasting change. I was actively learning. I was seeking the puzzle pieces, the pieces of information that was missing in my life. And I figured once I learned that then life would be easy and I'd be making all this money. But that never happened because I never did. The one thing that I learned all the way back in the beginning from XG is you have to do it until you get good enough at it, till it becomes your new normal. And only then, once you've applied and implement those strategies in your life, will they actually work for you. And you've got to do it long enough to get good enough at it and then continue to stick with it to where you can actually allow the compounding effect to, you know, you slowly creep and then you kind of turn that corner and it goes straight up. And it took me 50 years to hit that. Joe: So I'm going to go back real quick because I want to know what triggered you to buy that Tony Robbins course. You know, I know you were listening to this stuff in the car with your father on the Walkman or whatever else you were doing it. I mean, a kid at 17 doesn't do that. So what triggered it? Brian: Well, I had read the book, his book had come out and I had read the book and I really loved he had such a different style and he was talking about different things and he was talking about the things in the mind and he was talking about he and the different aspects there. And a lot of that was like, oh, my gosh, this stuff makes so much sense. And I was applying some of those strategies and I was seeing specific results. And I was like, and that's really what made me buy in. In fact, that's probably one of the few programs that I really started implementing strategy on. One of the big strategies you talked about was marketing Meeri, and it was one that I specifically used as I got into my initial first jobs and sales career. But I used on a consistent basis to help me actually get as far as long as I did. Joe: Ok, I'm still going to ask the question, because I'm not sure if you answered it yet. Why would a 17 year old buy the book like 17 year olds don't don't get into this stuff. So and I think it's important to figure out what triggered it for you. Brian: Well, again, I think it has to do with that was the next step, I the company that was putting those out was Nightingale Conant Joe: Yeah. Brian: And my dad would get those and I probably was home. I don't remember where I was when I got it. I might have gone home for Thanksgiving or Christmas. And I grabbed the magazine I love looking at because again, I've been doing this for a number of years now. And I was like, what? What's the new stuff they got? You know, Wayne Dyer was there and you know, you know who who are who's the new people? And there was this new one from this guy named Tony Robbins. And I don't know, I guess it just resonated with me. And I think it was seventy five bucks. And it was like and to be honest with you, I really can't say what prompted me to go. I want that. Joe: Mm hmm. Brian: But I think it was more of the sales pitch in the description of what it promised me. Joe: Got it. Brian: More than anything, that's what I would say it was based upon the results that were promised, based upon the description of the tape series. Joe: Ok, so you've been around that sort of thing for a long time, right? And if correct me if I'm wrong at any point, because I want to make sure this is super clear to the listeners, is that from what I get of what we're going to go still back, I still have other stuff to do, but I want to kind of set the stage of your expertise or what you believe is, is how you can help people. As you said, you can buy all the courses and attend all the conferences and do all of this stuff. You've said it here. You set it on your website. The enthusiasm kind of goes away when life gets in the way. Right. It's basically that simple. You come back from the high of of being at a conference or are listening to something and then life literally just gets in the way and you don't get the things done that you promised yourself that you would. So my understanding is that you are basically this coach that is going to keep you on track. Whether life gets in the way or not, you're basically going to be this person that is going to bring people along through all of this and keep them accountable to what they promise themselves that they would do and make sure that they do all of the things that are needed without shelving anything because life got in the way. Is that fair? Brian: Right, it is because, again, you know, Tony is great if you've ever been to one of his big events, you P.W. he he can talk nine thousand people into walking across twelve hundred degree recalls in a day. Joe: Yeah. Brian: By the end of day one, he's got you walking across Coles. But again, how do you can't maintain that energy and that excitement and the momentum of that event for weeks, months, years to get to where you want to go? And Tony has admitted that this is an area that he struggles with, is how do I get people to keep going? Joe: Mm hmm. Brian: Which is one of the reasons why he has his coaching program that you can go and pay tens of thousands of dollars to get a coach for a year, and it's one of the reasons why he actually created the pyramids, Madonna's training group, to train people like me to be coaches that help people implement his strategies. And that's really what it comes down to, is how do you take the strategies that, you know, you need to be doing and implement them? One of the biggest challenges in society today is we don't teach people discipline for the most part. There's a few places that that happens. But outside of that, it's not encouraged. In fact, it's almost especially in today's society, you're not responsible, you know, being responsible for yourself, being accountable. That goes out the window. And yet that's how you are going to be successful. That's how you're going to get to where you want to go. Unfortunately, society is teaching people to be cheap and to live in mediocrity. That is not how you're going to get to where you want to go, because I'm assuming that most people here are entrepreneurs. Joe: Mm Brian: They're Joe: Hmm. Brian: Entrepreneurs for a reason because they are sick and tired of working for somebody else's dreams. And so they want to pursue their own dreams or they think they can do it better. And so they're out there trying to do it on their own. But there's a myth that goes with that is the fact that they have to do it on their own, they have to try to figure it out all by themselves. And some of my best clients are the people that have gone to school to learn how to do what they want to do, a chiropractor or a massage therapist, the tradesperson, they know how to either pound nails Turner Ranch, adjust somebody's back, but they don't necessarily know how to do this thing called run a business. And so there's certain aspects that come into play because my my ideal market is that small business owner, entrepreneur and professional who's out there wanting to make a difference in their world, in their communities and their lives to make a bigger impact. But they're struggling to do that because they're trying to deal with all of the distractions and all the stuff that's coming at us. And it's like, how do I get a hold of that? How do I how do I focus on those things that truly matter that are going to move the needle for me and my business? And that's really where I come alongside them. Brian: And I say that specifically because I can't take the journey for you, but I'm happy to take the journey with you. And see, that's where the big challenge is, is a lot of people feel like they go to the seminar, which is, OK, here's how you go climb a mountain. Here's the equipment you're going to need and what happens to the trainer. They get all loaded up. They load them up and they say, go have fun. And they go walking down the path. And the river that they were told was a small creek is now this raging river, the bridge that they were supposed to be able to go across was washed out. And it's not like, what the heck am I supposed to do now? They weren't prepared for what they're going to experience or they didn't get enough information. That's one of the things that I always felt in the training classes and seminars I went to. I always felt like there was a piece of information missing. And there's only so much that somebody can teach you. You actually have to go experience it for yourself in order to develop those nuances that are really going to make a difference for you. Joe: Yeah, and I think that there are very, very, very few people in the world that can and you hit it on the head, the discipline that they will actually take, what they've learned, whether it's in a chorus, it's at a seminar or whatever, and actually implement it and be accountable to themselves. I think that's a really, really small pool of people. And so Brian: It is. Joe: Because the Olympics just happened, if we even made an analogy of like you went to class to become a gymnast and you said in a week long seminar to learn all of the different moves and tricks and flips and things, and then you just don't go and show up and start doing that. You have a coach that's watching you Brian: Right. Joe: And and helping you understand all of those things and the mechanics of it. So to me, that's what you're that's really where you help, is that you are there to, like I said earlier, to to to to push them, keep them on track, assist them with when they Brian: The. Joe: Hit roadblocks. You're by their side throughout the whole process. Right. Brian: Right, and I think so many times we have this misunderstanding because we've been taught that learning is going and sitting in class. And that's not necessarily true, but unfortunately, the self development industry has taken this model of let's bring them in, sit them down, overwhelm them with information, make them feel like they're drinking from a firehose so they feel like we've given them a tremendous amount of value and then send them on their way. And so the more people we can pack into that room, the better we make more money that way. Yeah, we actually end up doing a disservice to the customer, to the client, because at the end there is no support. And so how do you make sure somebody has what they need in order to actually achieve the results they want? And that is challenging along the way. And we've created several ways for people to do that because, again, money gets in the way. I mean, if you have enough money, you can find somebody that's going to come alongside and help you get to where you want to go. Joe: Mm hmm. Brian: But we actually started one hundred bucks a month. We've got programs where you can get that at least some help along the way to get you to where you want to go. And we grow from there. But it comes down to this process of how do we get you to take the actions you know you need to take? How do we get you to move forward consistently? And it's just like the example you used is great. The one that I love to use is the example of going to get into shape. You don't go to the gym for three days straight and be done. That doesn't cut Joe: It's. Brian: It. You know, usually you go once for a few hours and you're like, oh my God, you wake Joe: Yeah. Brian: Up the next day and you can't move. And so it's like, why would you expect you to be able to do that in the other areas of your life? Joe: Yeah, I go to the gym five days a week and I still am like, why don't I look better? So you're really in a great position to do this, because how many years did you spend in that whole seminar course kind of world? And I know you're still involved in some of it, but you helped run Brian: Well, Joe: Some Brian: I Joe: Of these. Brian: Yeah, I help promote Joe: Yep. Brian: To put them on the grand scheme of things, I didn't do that a lot. I was probably with them for maybe about a year before the franchise partnership broke up and therefore the franchise collapsed. But it was a great opportunity and I learned a lot going through that process. Back in starting in 2003, I joined Toastmasters and worked myself up over the number of years to become a semi-professional speaker when I wrote my first book and got kind of started in that. But I never really got traction and got that off the ground in this process. One of the things that happened was I shifted from Toastmasters into a leadership role in nonprofit organizations, specifically to the Boy Scouts. But one of the things I saw was because, again, I was focusing on the teaching aspect because I love watching that light bulb go off. But what I didn't realize was because I didn't see it in my life at the moment, at the time yet was that, again, teaching them was good. But coaching them is better because, again, it's about growth and it's part of my all the exercises and things I've done. I mean, I have done it easily. Quarter of a million dollars on personal development. I have bookcases and bookcases of books and tape series that are, you know, this is the pretty self I have, you know, boxes on wooden shelves and storage units full of books and stuff that I've consumed. And it's actually one of my coaching partners mentioned to me and from one of the coaching programs I was in, he says she said, Brian, you have a vault of ideas and strategies to help somebody to move forward. Brian: And so when they need it, you can provide it for them. And so really, it's about getting people to move. It's not about trying to teach you something new. It's about how can I get you to move forward and understanding how to motivate somebody to move. And he talks about the pleasure and pain principles. We move away from pain a lot easier than we do towards pleasure. But many times we only use pleasure as the incentive for us to do something. And a lot of times I'm working with some basic activities with somebody. One of the things that you can see it here in the video, if you're watching it, is my incredible results, 928 Challenge Journal, which is basically spending about 20 minutes each evening documenting what happened today, well, as planning tomorrow. And the first challenge that people come up with is doing it every day. So far, nobody has done ninety one days straight. There's a few that have come close. But on average, it takes people a good month to get into the habit of consistently writing in their journal. And so, again, it's about understanding what it takes to get people to move in the direction they have said they want to go and using those two buttons and pushing them at the right point to get things to to happen. And again, once we start getting that ball rolling and we start developing momentum, that's when it gets fun. Joe: So we are in the age of so many, like self education, know so many programs and classes and courses and all of this stuff on the Internet, right. You can find it everywhere. So and you might even admit to this yourself, because based on what you just said about having a shelf full of tapes and all of this stuff, what would you say to the there are people out there that are professional seminar attendees right there, their professional course. So, Brian: We call them seminar junkies. Joe: Ok, so Brian: Yeah, Joe: We Brian: I've been there. Joe: Ok, so this is good because you're coming from the understanding that Brian: Oh, yeah. Joe: One more seminar, a one more class or one more course is not going to make the difference. It's that you have to start implementing what you've already learned and actually admit to yourself that you haven't done the work or this is the work you need to do and actually come up with a plan. Right. It's just like we hear it a million times. It's just so hard for people to understand, myself included. I'm not I'm not preaching from a soapbox here that, you know, you have to have a roadmap. Right. Because if you wanted to get hop in your car today and drive somewhere, you need to know where you're going. Right. You would get lost. Brian: Yes. Joe: It's no different Brian: Yes. Joe: With our life. Right. So what would you say to those people that are listening to that do continue to just think that that next breakthrough is around the corner by buying yet another course are going to some sort of seminar or conference? Brian: Put down the Kool-Aid because you have drunk the Kool-Aid, Joe: Right. Brian: What they're actually doing is they're pursuing the feeling, the positive feelings they get when they go to the seminar. They're enjoying that high and over time that wears off and they want to change the way they feel. They get frustrated and they go, oh, I want to feel better. Their subconscious then says, OK, well, how do we make ourselves feel? How we do that? Let's go to another seminar. I talk about this in the master class. That is, we get stuck on this learning loop and we go and we learn some information. We get all excited and we go try it and we fail. And usually when we fail once or twice, we quit. It gets hard. It gets uncomfortable. And we don't like to stay there. We don't like we don't we want to don't want to go through that process of learning how to do it and do it long enough to get good enough at it that we actually get to the other side of. OK, I got this. You know, it's like learning to ride a bike. You're going to fall and the only way to get better is to have somebody let go in and you fall down. You got to go through that process. You've got to learn to you have to make the mistakes. You have to, quote, fail, because, again, it depends on how you define the word failure, because at the end of the day, we get to choose what things mean. My definition of failure is different than most people's. My definition of failure is you only fail when you quit or give up. Joe: Hmm, agreed. Brian: Or you don't even try. Joe: Yeah, so it's almost better that if someone had that itch, they should stop for a moment and say, OK, let's do this, let's just try something completely different that we've never done before. Let's actually hire a coach and spend the same amount of money that we would have spent on a course. But we have a coach with us by our side for however many months or a year or whatever, however long that is. That same amount of money could be spread out to have someone keep you accountable and help you to come up with a plan and stay on track and implement all the ideas. Right. Brian: Absolutely. Joe: It would be worth a try for anybody who's one of these. You could Digicom junkies to seminar junkies. Brian: Yeah, the seminar junkies, Joe: Yeah, Brian: Yes. Joe: Right. So it would be a change? Brian: What's Joe: Of course Brian: The Joe: It would Brian: Right Joe: Be. Brian: If what's your outcome? What do you want? Why are you going to that seminar? And there were several times where people said, well, what are you what do you expect from this? What do you want to learn from this? And people are sitting there throwing out answers. And I would be sitting in the background going, I really don't know. I don't I don't have an answer for that. Joe: Mm hmm. Brian: And that was kind of the clue is like, wait a minute, why am I here? Because I want to learn. That's not good enough. I want you to know I started getting specifics is I want to learn how to do such and such and such, and I want to be able to, you know, be successful at doing that. And, you know, whether that was real estate investing or personal development becoming a coach, a lot of those things was, OK, how do you do it? Because, again, we're learning about doing and we learn through doing much more powerfully. There's a difference between head understanding and gut level understanding. And so, first off, a coach, if you haven't had a coach before. I'll share a good story with you, because this is how I got introduced to coaching was I actually bought the up sell of a seminar program that actually included six monthly coaching sessions with one of the coaches that's kind of designed to help you do it. And my experience was I actually got more done in those six months than I had in the previous five years. I did more stuff. I made more progress. And as I went back and analyzed the even deeper, I did more the week before that phone call that I had the previous three weeks combined because I knew I was going to have to get on the phone with him. And again, we're leveraging fear and that pain to our advantage. That's one of the reasons why I wrote my last book on Leisure Fear. One of the strategies that I teach is how to make your friend and how you make sure your friend, as you turn fear around, it's pulling you forward instead of holding you back. Brian: And one of the ways that we do that, as we make it more painful to stay where you are than where you want to go and having to get on the phone call with me or on the Zoom call with me. And we sit in there and says, OK, Joe, you said last week you were going to accomplish these three things. How how far did you get on number one, how far did you get on number two? How far did you get on number three? Now, I don't beat you up if you don't get them done. What I'm doing is I'm wanting to get under neath it and understand the root cause of what's holding you back, because when I when we're able to do that, you see hole that was fear of criticism. That's what prevented me from making those sales calls. I needed to make up for the fear of rejection or whatever it was. And we talk about that. And then we because again, we get to choose what things mean. And so what does it mean to make a cold call? Most people hate cold calls. What if you could turn things around to where you loved cold calls? Because, again, you get to choose what things mean. You can love cold calls. And so, again, it's basically going in there and playing in the mind and shifting away the what the beliefs are, because that's what it comes down to it. That's what our life is all about, is how we feel and what we believe. And when we understand that we do everything in life to change the way we feel. It's really interesting on where things go from there. Joe: Yeah, and I think either I think I read something from your website, I believe, but something you said, I think that's where it was, but it was something about the moment we actually tell the world what it is that we want to do. We're accountable for it. Right then we everyone that that was in earshot of that or reads it somewhere on our website that we're now responsible to do it. And that's why so many people don't actually put that out there, because then they're like, oh, crap, I actually have to do that now. I said it. Brian: Right, Joe: I told Brian: Yeah. Joe: Everyone I was going to do this. Brian: But you're right, it comes down to we are afraid to put ourselves out there Joe: Mm hmm. Brian: Because we're afraid of being criticized now, we do have different types of people in our lives. We have people that I refer to as Krabs, and they're usually in your left hand. For those people who haven't heard the story, I'm sure you have. Is it if you put a crab in a five gallon bucket without a lid on it, it'll crawl out right Joe: Mm hmm. Brian: Easily. But if you put two crabs into that five gallon bucket without a lid, they won't crawl out. The more actually, the more crabs that are in there, the less likelihood that the crab is going to get away, because as that crab, they're programming mental instinct programming that we have within us is that to stay part of the group to follow the herd. Joe: Mm hmm. Brian: And if somebody is trying to climb out, they're going away. And so the rest of the group will pull them back down. And if he continues to do that time and time again, they will actually kill him. Joe: Oh, I didn't know that part of the story. Brian: Yes, well, the same thing is true with other people in our lives. We have people that are on the same level that we are or below us and we're wanting to grow. Now, that doesn't mean that they have negative intentions. They're actually doing it for a positive reason because, one, they don't want you to leave them, but they also don't want to see you get hurt. This is where our family comes in. Parents say, oh, you just sit still, Johnny, because you're not ready for that yet, or they don't want you to go pursue this thing that they perceive as scary, risky, and you're likely to get hurt. And so they're going to try to talk you out of going in, pursuing your great dream. But then there's other people that, again, they're just going to knock you down, they're going to pull you down. And if you've ever listened to Lester Brown, he talks about that and his family, he'd show up for Thanksgiving. And his brother goes, Hey, Les, how's that seminar speaking gig going? And it was almost I'm getting there. I'm getting there. I'm getting there. But we also have people that want to support us and help us. And so it's who are you going to listen to and who are you going to spend time with? And so but it's also important to be in that group of people. Brian: Your support people are in your right hand, your crabs are in your left hand. It's important to know who the person you're across the table with and who you're talking with on the phone. Is this person a crab or is this a supporter and then interact with them appropriately? Because if you're talking with a crab, you stay in the shallow end. You don't talk about your dreams. You talk about the weather, you talk about sports, you talk about whatever that is dull and boring at the time and not really enlightening to us, but allows us to maintain the relationship because there's times in our life when, yes, we can eliminate some of those crabs because other times they're related to us and we can't get rid of them. And so what do you do? So in part of it is, one, you reduce the amount of time, and then two, you understand who you're having the conversation with and understand they're coming to you with a positive intent. They're trying to keep you safe. They're trying to they want you to be happy and they want you to stay well and they don't want you to get hurt. But the same thing is true with our subconscious, which is why our biggest enemy is right up here Joe: Yep. Brian: Is the robot that runs the show 80 to 90 percent of the time. And that's where I spend a lot of time, is helping people reprogram the robot, their subconscious, because unfortunately, it was a program with a lot of crappy code and trying to reprogram it is not as easy as copy, delete and then copy and paste. It's not that easy. It's like the biggest, ugliest ball of spaghetti you've ever seen and trying to figure out where that thing goes. And it's a mess. It's just a mess in there. And but we do have the ability to go in there and change it. And the more we actively pursue that and focus on that and pursue growth, the faster we can get to where we want to go. Joe: So we're going to talk about the services you offer, but you touched upon something that in a previous episode that I had put out, I got a lot of comments about it. And so I want to talk about it as it relates to you personally. And then we can talk about how you use it with your clients. But you spoke about journaling. And the more and more I hear, either I have guest on or I hear people talk about it, the more and more I feel like it's almost got the same benefits as when people talk about meditating, how you can quiet the mind. It was all this fufu stuff many years ago and now it's becoming more the norm. Right? It's something that you need that quiet time. So tell me more about what you think journaling does for people and the importance of journaling Brian: Ok, well, Joe: And Brian: Actually. Joe: Whether or not you actually do it nightly or daily or I'd be Brian: Yes, Joe: Interested to know. Brian: Yes, the the if you can see it there, it says, a life worth living as a life worth recording. And so, Tony, he's inspired me to consistently journal. I have journals from my first in fact, in my latest move, I was going through a lot of them. And I came across the journal that I had right after college. And I was actually really interested to go back and see the progress of my first sales job that I bombed out. I lasted like three months. My experience was the story I was telling myself was different than the story that I was reading. And so, one, it's a great way to document your journey in life. But the way that I teach people to journal No. One is it leverages the power of evaluated experience because you stop and think about it. You probably have heard that experience is the best teacher. Yes and no, because unless we learn the lessons from that experience, then it was pointless. If we keep repeating the same mistakes over and over again, we keep doing the same thing and expect different results. We're not learning. We're not growing. And so journaling is a great way for you to document your journey, but also to stop and evaluate what happened today. What did I get done? Because many times we get to the end of the week, we get to the end of the month. Man, I feel like I didn't get anything done. And you can go back to the daily journal process and go, oh, yeah, well, I did that and I did that and I did that and I did that. Brian: But it also allows you to say, OK, what am I actually getting done? And is what I'm getting done, moving me in the direction I want to go? Because, again, we've talked about the journey that we're on. We have a goal we want to achieve. And in order to get there, we like you said, we have to have a plan. Many people don't put together the plan. In fact, many go study programs. And I listen to rarely was there any planning process involved. And so I actually stepped somebody through this. Exactly. And the incredible results on what they challenge is Ugo's. We set our big yearly goal and we break that down into what are we going to accomplish in the next ninety one days and then we break that down. This is OK. What's going to be month one? What's going to be month two? What's going to be month three? And then we break that down. OK, what's going to be week one of month one. What's going to be in week two. Week three, week four. Because again, the only way to get to complete the ninety one day journey is to each day make forward progress. And how do you make sure you're making forward progress if you never look at the map and compare your results, what you're getting to see if you're moving in the right direction. Brian: It's like a airplane taking off from New York to L.A. without a GPS system, without a method for them to course. Correct. You know, there's a reason why there's a compass in the airplane. There's a reason why there's a GPS in there that's consistently every moment checking in and saying, am I on track? Am I on track and making those little minor adjustments along the way? Because if you actually look at a slight wiggle from L.A. to New York, because there's turbulence up there, there's wind currents up there, lots of different things depending on which way you're flying. Are you flying with the jet stream or against the jet stream? All of these things are impacting that flight. The same thing is true in our life. How do we make sure we are on target? And journalese is one of the ways to do that. But we also encourage people. The way that the journal is set up is to do that evaluation experience where you document what you got done, you documents your lessons along the way, and you also document the changes that you want to make, the adjustments that are going to make tomorrow a better day. How can I be better tomorrow? And then you plan tomorrow. One of the biggest challenges we have is making sure we get the right stuff done. How do you make sure you make time to get those important but not urgent activities into your schedule? Because if you do not intentionally plan them and schedule them into your calendar, rarely, very rarely are they going to actually happen, which means you're never going to really make the progress you want to make, because stop and think about it, your goals require a lot of time and energy doing those things that are important but not urgent, which is another reason why having the accountability is a big factor in that. Brian: It's like, OK, it's it's not urgent, but oh, my coach is going to be asking about it. What do we just do? We created the needed urgency. Give you a perfect example. I had one of my clients. She wanted to raise her rates and so she'd been talking about it for months. And so we were working on the programming in her head so that she felt like she was worthy of that price increase, putting it off and putting it off. And this is OK, put and says, OK, what's the plan? And so we specifically detailed walk through the plan. OK, I need to put a sign up on the door and I need to send out a notification of my. People and I got an email and, you know, here's an opportunity for people to come in and sign up for a plan where they can lock in the current pricing. And I says, OK, when I come see you next week, I want to see the sign on the door. When you think you put the sign on the door right after that call, Joe: Ten minutes Brian: 15 Joe: Before Brian: Minutes Joe: You showed Brian: Before Joe: Up. Brian: I 15 minutes before I walked in the door. Exactly. And it wouldn't have happened if I had not pushed her to make that commitment. As a mom, what are we going to do? Are we just going to keep going down this road? Because that's one of things that we do, is we look at it, says, OK, what happens if you don't change? If you keep doing the same thing you're doing today over and over again, you're going to get the same results. Are you happy with that? Are you satisfied with it? If you're not, then what are you going to do differently tomorrow? That's going to change. The trajectory that you're going internally is a big piece of that is to help make sure that you are documenting your journey and you're evaluating the experiences that you're getting and making sure that they're taking you in the direction you want to go and if it's not making those adjustments along the way. Joe: Is the majority of the time it happens is at night, just before you go to bed sort of thing. Brian: One of the things that we designed the system to be very flexible. There's actually a place for people to write in their schedule and there's no numbers on it because I've got clients. It's wake up at five o'clock in the morning and then there's guys like me who don't start their day until seven, but I'm usually up till midnight. So, again, it just comes down to fitting it into your system. And that's actually one of the things we do within the group coaching calls is we're saying, how do I take this system that Brian has created and apply it to my life? How does this fit into my life? And we teach people how to do that. And I've got one client who does restoration work. So he's very much like a firefighter. The phone rings and it's like the alarm bell going off. He's got to go fix somebody's problem. So how does he schedule his day? And so we came up with a system on how to use the system because what happens if the alarm doesn't go off? What are you going to do? So we had a plan, a system and a Plan B system Joe: Mm Brian: For Joe: Hmm. Brian: It. We recommend the Evening Times for a couple of reasons. Number one, when you're planning tomorrow, you don't have to remember it. Actually, you get a better night's sleep. Joe: I get it off your brain. Brian: Right, and so your brain, is it trying to remember all the things you've got to do tomorrow? We also encourage now I have some people completed at their end of their workday. So at four thirty, when they go home at 5:00, I've got one woman who does it at three thirty before she go pick up her kid at school at 4:00 and she's basically document what did I get done? And she's also there's still some things potentially that she's going to do because we incorporate not just your business, but your life in the journal. And so it's like, OK, what am I going to be doing for all 16 hours? And I'm awake and relax and let go because so many times we struggle with constantly running. And there's a reason why there's a pad of paper and a pen on my bedside is because there's a lot of times I wake up in this ideas and I got to sit there and I get to write it down because I will not remember when I wake up in the morning. And so it just comes down. We try to get the system to fit the person, not the person to fit the system Joe: Mm hmm. Brian: Like so many of them do. But at the end of the day, it comes down to what works for you. We recommend in the evening because of the benefits there. There are some people that do it first thing in the morning. If that's the case, as long as you're doing the system, great. Joe: I just hear about it all the time, and I said I was going to start it after the last episode, that someone who was heavily into it, I even publicly said, all right, I got to start doing it and I still haven't done it. Brian: Well, let's have a conversation about that, Joe, because, again, at the end of the day, it's what is it going to take to get you to move? Joe: Yeah. Brian: And that's actually something that because, again, I've got numerous stories that I can tell you about people that because one of the one of the most common mistakes that people make when they're doing the journal is the fact that they only do it Monday through Friday. They don't do it Saturday, Sunday, because, again, like the woman who does it at the end of the workday, my question to them is, OK, that's good. But what are you going to do, come on Saturday, Sunday when you're not going to the office? What are you going to do then? And so we create a plan on how and then we got to you got to figure out how to make it work. And so I actually challenged several of the people to do it, says, OK, if you don't in. The other thing is, is not getting the journal done. The night before it was OK. If you don't do the journal the night before, you have to spend two minutes on a cold shower in the morning. I don't know about you, but yes, they talk about cold showers being this great, wonderful thing. But I don't want that in the morning. No, thank you. And so, again, we move away from paying much better than the the perceived pleasure. OK, and so it's creating the pain. So it was like, OK, you don't do the journal, not before you're going to take a cold shower or I mean, really what I would do is I give them a choice. I says you can either a take the cold shower or B, you have to text me that says I didn't do my journal last night. Which one do you think people chose? And I said, OK, those are your two choices. You have to choose the greater pain. Which one do you think they chose as the greater pain? Joe: I would think having the texture would be more of the pain. Brian: Yes, Joe: Yeah. Brian: Because that is admitting Joe: Yeah, Brian: That they failed, Joe: Yeah. Brian: Which just goes to show you the level of programming we have around failure. And so, again, it's using fear and pain to move you in the direction you want to go. Joe: All right, a lot to unpack there. So we only have a little bit of time left and I want to honor your time. So let's do this first. Let's talk about I have for services written down that you offer. And you might have added one. You might have taken one away. But I have your one on one coaching. I have the ninety one day challenge. I have the mastermind and then I have your weekly accountability coaching. And so can you just briefly give us an explanation of those. And if I missed one at it and if you're not doing one of them, take it away. Brian: Ok, well, as a coach, I need I don't know where you are, so I don't know which service to offer you or which one is the right fit for you, Joe: Mm hmm. Brian: You or your listener. And so I really start with what I refer to as a discovery session where we sit down and talk about where you are and where you want to go. And then based upon that conversation, we determine how to best help you. Now, where do people usually start? But most people start with the incredible results, starting with their challenge, because it is the one skill that helps people take the action they know they need to be taking that will help them reach their goals. And they see tremendous immediate results, positive results and benefits from participating in the program. And it's one that it's only one hundred and ninety seven dollars if somebody wanted to participate in it. But you got to come through me and do that discovery session in order to determine whether or not that's the good right fit for you. The other thing that is like rocket boosters on the on any one day challenge is the weekly accountability coaching calls and the incredible results. And what a challenge. We do a group coaching call where we are sitting down and we are we're talking how to help use the system, how to get the system to work and fit into your life, and how to help you consistently take action on it. But we also help you with your plan on accomplishing your ninety one day goal. So if your goal is to get 50 new clients, this is OK. What are you doing this week that's going to make you more clients? And we're talking about those different activities in those different ideas and strategies. Brian: So the problem is, is there's anywhere from five to 15 people on that call, depending on how many people are actually in the group at one time. And so it comes down to how do you get enough of my time to where we can truly focus on that programming piece that we've talked about, which is such a big, ugly mess that gets in the way all the time. That is where that one on one time comes in to, where we actually spend 30 minutes specifically talking. We it's a very specifically designed program, says, OK, here's what I'm going to do. Here's what I got done. Here's what I learned. And here's the changes I'm going to make so we can review that in eight to ten minutes pretty quickly. And then we spend the next twenty minutes digging into what got in the way. What's the challenge and struggle you're dealing with right now? That's either the bitch that you're in, the roadblock you're facing, or what's holding you back from moving forward. And that right there is tremendously powerful and makes the ninety one day challenge much more successful. And people who are participating in both their results that they get in and I know they challenge is heads and shoulders above the people that are just in the program by itself. Joe: Yep, and I have to ask this, because I'm sure if I was listening to this, it would be driving me nuts the entire time. It's like, why ninety one days? It's not 60, 30, 90, 120. Brian: It's seven times 13 is 91, seven days for 13 weeks. Joe: Steamworks got it. Brian: So because, again, one quarter is three months, which is four point three weeks, and so it's to get a full 13 weeks is ninety one days. Joe: Perfect. So we covered that and the Brian: Ok, Joe: Weekly accountability and then Brian: Right. Joe: The one on one coaching is. Brian: The one on one coaching I refer to I refer to as my general coaching, and that's where somebody is really wanting to grow and make changes. And a lot of times people will start off there. And again, they're wanting to do a lot of growth and unpacking and deal with the programming issues that are going on. And they're wanting to make some significant changes. Those are one hour sessions and those are usually each week as well where we're digging in and we're trying to figure out again, we're making some serious shifts in there. And then a lot of times it's like, OK, we got them straightened out and we got them on a path. We've created the plan. We've got the momentum going now and it's starting to move forward. And a lot of those people will roll into the accountability coaching so that they have the regular check ins that are getting done what they want to get done, but they don't need to necessarily. OK, let's dive in deep in there and start digging around. Those are wonderful sections. I love doing them, but they take a lot of energy on both myself as well as the person because we're going deep. Know, one of the things that you probably have learned by now listen to this is I don't like to play in the shallow end. I like to dive deep and I like to go under the covers. And if people aren't, that's the other thing is if you've got to be comfortable in playing in the deep end and there's a lot of times when my role as a coach is not to tell somebody what to do, I almost never do that because who's an expert on Joe and Joe's business, Joe is right. So my role is to ask you the questions that is going to help you come up with the answers and solutions to the problems that you're faced with that external perspective and to help you come up with the solution that is within yourself and that the mastermind is more Joe: That's Brian: At the upper Joe: Ok. Brian: Level Joe: Ok. Brian: And that right now is closed. So people are not available into that. And usually what happens is we start people off in the 90s when they challenge and there's those people are rolling up into that mastermind as they complete the 91 day challenge. Joe: Scott. Brian: But we start people off with where they are and what they can afford of what they need to do. And so we have programs that start, like I said, at one hundred dollars a month, up to twenty five to five thousand dollars a month, depending upon which program you're involved with. And there are other things that I do. I have mentioned Tony Robbins, but I have not mentioned John Maxwell, most certified coach, trainer and speaker of the John Maxwell team, which means for those people who are not familiar with John Maxwell, he's a world renowned leadership expert. And that was one of the big challenges that I saw was there was a lack of quality leadership in our world today. And because my target market is that small business owner, entrepreneur and professional, they have never really had much experience with leadership training. But again, I'm not a leadership trainer. I'm a leadership developer. And so we have leadership programs using John's world class material that over a period of 90 days, we teach you the strategies and you practice them for ninety one days so that you develop those skill sets along the way. And so, again, it depends upon where you are and what you need and what tool is necessary to help you fix the problem that you're up against. Because again, I use Stephen Covey, I use Joe Mitali. I will pick from anybody I need to and I will claim that everything that I share didn't originate with me. Brian: I'm standing on the shoulders of the giants that went before me as far as you know, all the way back to the Greeks, Aristotle and and some of those, because they had it first. They they mentioned it. And again, everybody since then is really just repackaging it from there. And if somebody wants to do a DIY version of it, pick a great book. Napoleon Hill's was probably the the godfather of personal development or at least modern person development with they can grow rich. And one of my mentors actually went and read the book and studied it over and over and over again. You probably have heard the suggestion that you should go read a book a week or so, go read 50 bucks a year. Right. I challenge you. That's not the right strategy if you're wanting to grow. It's a great way to learn information. But if you're wanting to make changes in your life. Yeah, one great book and read it 50 times, study it, do the exercises at the end of the chapter, implement the strategies. Another great one is Stephen Covey's Seven Habits of Highly Effective People. That that book still to date. That's one book I try to read at least once a year. And I'm usually listening to it because I'm taking advantage of the windshield time that I have. And it seems like there's always something more in there. Brian: That book is so deep and there's so many different levels that you can get into it as you grow. There's another level. There's another level. There's another level, which is how I spend a lot of my time. Yes, I have three different coaches and I'm constantly consuming more and more material. But there are there's about ten different books that I try to spend time reading consistently because they're the road maps, they're the foundational skills. And it's going to take for me to get to where I want to go. And it's only through consistently coming back to it. You don't become a master blackbelt by learning how to do the form and doing it perfectly. One time I believe it was Berklee that said, I don't fear the man that knows ten thousand ticks. I fear the man that is practiced one kick ten thousand times in the story that got you the story and the rest of the story was the example of that was he says will show me. And and basically what it was is because that person had practice that kicks so well. It doesn't matter if even if you know it's coming, you can't block it, you can't stop it. He has mastered how to do it regardless of what you do to counteract that. The only way to not get kicked is to not get into the fight. Joe: So. We're over a little bit, we have a few more minutes. Brian: Oh, yeah, I'm good. Joe: Ok, cool. So I want to ask you about because you mentioned since we're on the subject of books and you mentioned Joe Vitale and you were you are part of a book called The Abundance Factor. Brian: Yep. Joe: Can you tell me a little bit about that and how that came about and. Brian: Well, I was on the short list as Joe was looking to write his next compilation book, and I had been following him, been a fan of him, read a number of his books. I still practice one of one of the big things that sticks for me from Joe is the story of Hopital Pono. If you have not read the book Zero Factor, I highly recommend it. It's a very fascinating book. The mantra that that book teaches is something that actually helps me go to sleep at night because my brain has a hard time shutting down. And by saying that for phrase mantra helps my it's kind of a signal to my brain to stop thinking and go from into my head and into my body. And so it's really helpful there. And so I was on the short list of authors that Joe asked to help participate in that book. It's called The Abundance Factor. I knew the group of people that were pulling together. And so my chapter is called The Unpleasant Truth, because, again, there's a lot of people out there teaching because we're talking about the mindset of abundance, which is something that a lot of people struggle with. But it's hard for people to actually do it and practice it consistently. And that's really what my chapter was about. It was about taking the actions that the book is encouraging you to take. And so that's what my chapter is in that book. April of the year that it came out, we did hit the Amazon bestseller list with that book at the time. And it's been a great book. And I use it more of a as a calling card and as an introduction to myself when I'm meeting new people. Joe: And then you mentioned earlier about a book that you wrote that I did not actually see in my notes. So can you tell me about that? Right. Was Brian: Ok, Joe: There. Brian: I've written three books. Joe: Ok. Brian: The first book is called Ready, Set Succeed, which is a self published book. Again, it was another compilation with a series of different authors. And I've got several boxes of those still today that, again, I use them as is handouts. And it's, again, about taking action because again, that's what I saw people struggle with and implementation because again, at the end of the day, it's ready, set, succeed, go. You've got to get moving. And so we were all writing the chapter based upon that. It was a self published book. The only way that you can get that is to go through me to get that I'm aware of. And I actually did have a client come to me through that book for one of the other offers. They got it. They called me up and that chapter resonated with them. And it was an opportunity for me to help them out. Then we wrote The Abundance Factor, and then after that we wrote a book called Unleash Your Fear. And that book is available right now. You can go to unleash your fear dot com and get a copy of that. Right now, at this point in time, it is about a 40 page e-book. You can get a copy were actually read it to you for in about an hour. Brian: But that's one of our projects for the rest of this year, is to work on rewriting that book and expanding it to where it's around a hundred pages and we turn it into a physical book and using that as a methodology to share that message. Because as we've gone back and we've we've shared that message, we teach in a very powerful concept in that book about the relationship that people have with fear, because right now most people have a lousy relationship with fear. But fear is just a tool that's used by our subconscious. And our subconscious causes us problems because it's designed not to make us happy. It's not designed to make us successful. It's designed to make us survive. Problem is, when we do go out there, when we want to grow, when we want to succeed and we want more, it sees that as not surviving. That's risky. There's pain out there if we pursue those things. So how do we how do we change that? How do we work on that? That's what I've understood from the people that have read the book, that a lot of people enjoyed it and you can actually still get it for free for a little bit longer. Brian: We're in the process of getting that changed. You can go to unleash your fear Dotcom and get a copy of that book there. And once we get the expanded version, we will still be using that. You are all along the way. And so in this process, we've got a lot of great tools that are available to you. And we've talked about a lot. Joe, you're actually one of the longer podcasts that I've gone on and we've talked about a lot of different things. But one thing we haven't talked about is one of the foundations that I used for my coaching, which I refer to as the Five Keys of Success. And that's actually a podcast that I do called the Five Keys of Success podcast. And you can go out there to wherever you get your podcasts and Google five Keys successor Brian Lovegrove, and you'll be able to find it. And I talk about those five keys, because at the end of the day, because, again, I've been doing personal development for decades now. And so I boiled down all of that stuff to what is the true fundamental foundational skills and tools you need. And I came up with those five keys. You want to know what those five keys Joe: I Brian: Are? Joe: Do, I have actually you were not going to get off this podcast without talking about it, so I have them here. I still have other stuff. That's why I like that. Yes. So please, I totally want to these this is like one of the things that really triggered it. When I wanted to have you on as a guest, I'm like, man, I want to know what those are. Brian: Well, the five keys of success, the first key is clarity, and I refer to it as get clear because without clarity, you're lost, you're wandering around in a fog. If you don't have a destination, you're never going to be able to get there. And if you don't know where you are, how do you know how you're going to go from where you are to where you want to go? And we talked about the plan. If you are not clear on the plan on how to achieve your goal, you're not going to get there now. But there's some also challenges with that piece because, again, a lot of people may not necessarily know how to get to that point, but do you know how to get started? Because that's the key. Do you know what the next step is? How many people get bogged down with steps? Nine hundred and eighty seven through steps. Twelve hundred and eighty four. Well, what steps do you want? I'm on step five. What step six. I don't know. Focus on step six, seven, eight, nine. OK, focus on what's in front of you and these other steps you will figure out by the time you get to that point. The second key is commitment because without commitment we cave in to the fear. We don't have the motivation, the energy and the power to keep going when things get. And the analogy that I love to use is the story about Cortez. When he landed in The New World, he burned his boats. His men woke up the next morning and they went in. He addresses many gentlemen. There is no way home that we do not create for ourselves. And so his small band took on and conquered much larger nations and groups of people in South America because they were committed to making it happen because it was either do or die. Joe: I'm a big fan of burning the boats, by the way. Brian: Absolutely, that's one of the podcasts that we did, is, OK, how do you burn the boats? Joe: Yeah. Brian: And we kind of walk through that exercise and that's that can be a whole coaching process. My story around that was I used to weigh two hundred and sixty pounds and I went on a diet and I lost thirty five pounds in the first month and a half. It was a radical diet. And one of the things that I did on the back deck in the fire pit is I burn my fat jeans and I actually have a picture of you. It's it's at night. You can all you can really see the flames. You can barely make out the jeans as part of the picture. But I vividly remember that process. And I promised myself I would never buy that size pair of clothes ever again. Now, have I been able to keep off all the weight that I lost? No. But when my pants get tight, that option is not there. Joe: Yeah. Brian: It's like, OK, we got to do something, we got to turn this around because we are not buying a bigger sized pair of pants. And so, again, that's where that burning the boats actually comes in, which leads us to step three, which is get crankin or get busy taking action. Money talks about taking massive action. And, you know, how many times have I you know, I've tried everything. Really? How many times have you tried? What have you tried? A hundred things.
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? 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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
Right now people have a high amount of money is sitting in cash in the US. In fact, according to a report from the Bureau of Economic Analysis released April 30th, 2020, in March personal savings as a percentage of disposable income was 13.1%, the highest rate since November of 1981 A sign people are uneasy about the volatility in the economy right now and no one knows how this will all play out. The good part of having moved your money to cash is you won't lose any. The bad part is now your money is no longer working for you. Rebels, you're probably asking yourselves, "what can I do to start making your money work for you again." Well we have 3 tactics to help you answer this question. First we'll discuss opportunities right now, then how you can start making your money value increase, third will be tax considerations. NOTES: [00:54] Kevin: Today we're joined by our other co-host Brian Dumont. We're going to have an important discussion about what's going on in the world right now because there's a lot of turmoil out there. Today we're talking about what to do with your cash during a financial crisis [02:10] First we're going to talk about the opportunities right now, then how you can start making your money value increase, and then we're going to talk about tax considerations [02:38] What kind of opportunities are there? [02:44] Brian: I have always believed that in fact there are always opportunities and that when change occurs, we have to look for those opportunities. Even though you may have given up much of your earnings over the last full market, if you are one of those people that have a portfolio that has suffered, what that means is that this is a time where you can actually harvest some of those losses and use this as an opportunity to transition to a different position [03:52] For example, you could move from a taxable position to a tax free position. You could move from a high risk position to a lower risk position [04:06] When you move after you have taken losses, there's no tax penalties for moving (a great opportunity to move in the direction of safety) [05:00] Kevin: That's the problem right now. There's so many "could's" (this could happen) which creates this uneasiness which is why so many people are sitting in cash. So it's great to take advantage of opportunities, but what about the people who are thinking about that safety? They want to do something a little more safe but their money is below inflation. What can our rebels do to start earning money on their cash being safe and the value increasing again? [05:42] Brian: During the last recession in 2008, a lot of people did eventually move to cash usually too late, and then they sat in cash for too long (they missed the upswing back). As a WTR, we don't want to be normal. We want to go where the opportunities are and move in our own direction [06:20] That means in this time, you don't have to let your money sit around waiting until you're comfortable to move back into equities to make money or looking for some other investment. You can start making money right away [07:15] Suppose you have $100,000 sitting in cash right now because you don't know what to do. If you could get 5% tax free on that, over the course of 12 months that's $5,000. Over the next 3 years, that's over $15,000, which is something [08:28] Strategic opportunistic approach to making your money work for you starting immediately (a good position to be in) [09:22] Kevin: Along with the opportunity and getting your money to start increasing in value again, another thing I wanted to mention is taxes. So, why is taxes such an important part of this? People don't always consider the big picture of this, but if you're going to be a rebel and you're not going to listen to what everyone else is doing, why is it important? [09:42] Brian: Well let me give you a quick example with some numbers to start and then I'm going to give you...
By Kayla Rieck Transcript: [Woman 1]: 911, what’s your emergency? [Woman 2]: We’ve been robbed. [Woman 1]: Okay, stay on the line. [Woman 2]: Okay. [Woman 1]: Is anyone hurt? [Woman 2]: No. [Police Siren droning on] You’re listening to Hurstories. A podcast about Western Pennsylvanian history. Created by the digital history students at Mercyhurst University. Hello everyone, my name is Kayla Rieck and you are listening an episode of Hurstories – a podcast created by Mercyhurst students – and today you will be listening to one of the weirdest things to happen to Erie. This is the story of Brian Wells, more famously known as the Pizza Bomber. August 28th, 2003 – Brian Wells is killed. Part one: The phone call. At roughly 1:30pm, Mamma Mia’s receives a phone call. The owner, Mr. Tony Ditomo, first picked up the call, but couldn’t understand who was talking, so he handed the phone to Brian Well who proceeded to write his own directions. Two sausage and pepperoni pizzas were to be delivered to 8631 Peach Street, the location of a WSEE-TV transmitting tower as the end of a long, dirt road. Upon arriving to the address, there was a struggle, and by the time Wells left the premises he had a live bomb collared around his neck. Wells received 9 pages of hand-written, rambling instructions and a cane adapted to be a loaded shotgun (instructions included of course). While Wells claimed it was a group of black men that jumped him and forced him to complete these tasks, interviews by law enforcement had Floyd Stockton sweating, claiming to be the one who strapped the bomb to Wells. To this day, these details are still very muddy, and no one really knows who put this collar on Wells. Part two: The Scavenger hunt. “Bomb Hostage, you are to go to PNC bank at Summit Town Centre on Peach St. Quietly give the following demand notes to a receptionist or bank manager. Do not cause alarm. Get retired money and deliver to a specified location by following notes that you will collect as you race against time. Each note leads to the next note and key until finished. You will collect several keys and a combination to remove bomb. After, police won’t charge you because you were a hostage.”[1] This is the beginning paragraph of the crudely written instructions Wells was given by a group calling themselves The Troubleshooters commanding him to rob a bank, the PNC bank on Peach street to be specific. They were mapped out in a scavenger hunt style, listing strictly timed tasks that would help him collect keys that would delay the bomb’s detonation until he found the final key which would defuse the bomb. He was told he only had 55 minutes until detonation. With 25 minutes travel time, he had a safety margin of less than 10 minutes, the remaining time, 20 minutes, were to be used to “retrieve and obey their instructions.” Additional time could be gained by finding keys, but he isn’t told how much. To ensure Wells was following their instructions the writer made him aware that they would be following his moves in 3 cars to make sure he obeyed their requests. They would be scanning police radio frequencies, calls, and driving around to make sure they stayed away. If Wells alerted the police to what happened, they told him plain and simple: “you will be destroyed”. “You must deliver money alone. You must return all weapons/notes to us. Turn yourself in to bank and police after we release you to safety,” and in all capital letters at the end of the first page, “ACT NOW, THINK LATER OR YOU WILL DIE!” Part 3: PROCEED NOW. With notes to give to the receptionist, bank manager, and the police in hand as well as instructions for each stop of this gross goose chase, Wells enters the bank. His first instructions read as follows: “1) take the following demands to PNC bank and get $250,00.00. Instruct bank managers to help or else everyone will be killed. Enforce demands with your weapon and bomb. 2) Put $250,00.00 in black garbage bag. Leave your driver’s license at the bank and promise to return. Then return money to us by following a course of instructions. You will receive further instructions as you proceed.” Brian entered the bank around 2:30pm, following his instructions, he stood in line for a second before he decided to go around to give the teller the demand note. The teller’s face most likely drained of color as she read her instructions, meanwhile Wells was calmly reaching into the basket of lollipops on the counter: “RECEPTIONIST. Do not cause panic or many people will be killed. Sounding any alarm will interrupt this action and guarantee injuries and death. Involving authorities at this point will get this hostage and other people killed. Immediately, without causing alarm, you must contact the bank manager. The bomb hostage must accompany you. Give manager the following demands.” After this there is a paragraph explaining the bomb and Wells’ instructions, reminding them that no money meant he gets no keys. The bank manager is told to: 1) ensure all people are remaining quiet and calm, and to prevent anyone from using outside contact, especially to the police, 2) close the bank with all people remaining inside, and 3) act fast or the hostage’s time will run out and that the bomb may detonated if the police are seen. The writer goes on to describe what will happen if they are met with resistance. They will not only detonate the bomb, but there will also be further means of retaliation. From here, the manger is given two options - just in case they don’t have $250,000.00 laying around. Plan A is $150,000.00, 50s and 20s only but 50s are preferred. This plan only prevents the bomb to save the hostage, but it does not prevent retaliation. Plan B, which is weirdly the actual demand, $250,000.00 with a limit of $100k in 100s to be accepted. This would prevent both the bomb detonating and the retaliation, this plan, in their words, “guarantees everyone’s safety”. The bank manager, unable to open the safe during this time crunch, was only able to give Wells what was in the drawers which added up to roughly $8,000 – a miniscule amount compared to what The Troubleshooters were asking. A witness reported that Wells “walked out of the bank like Charlie Chaplin, swinging the bag and cane gun” in his hands. Part 4: McDonald’s. “Exit the bank with the money and go to the McDonald’s restaurant. Get out of the car and go to the small sign reading drive thru/open 24 hours. In the flower bed by the sign there is a rock with a note taped to the bottom. It has your next instructions.” To get his next note, Wells stopped at McDonald’s after he left the bank and retrieved it from a flower bed outside before getting back into his vehicle and proceeding to head south on Route 19/Peach Street like instructed. Little did he know, in less than 300 feet he would be pulled over in the Eyeglass World parking lot by countless police units. Part 5: Everything goes wrong. “POLICE. You may still save Bomb-hostage. To do so, all police vehicles/aircraft must stand down and assemble all units at the specified location. Country fair and Eyeglass World parking lots. No lights, vehicles face away from the road. Light 3 flares and place next to fire hydrant at Eyeglass World to indicate full cooperation. Stop no traffic in Erie County during this time. All other units must gather at this location. For every 15 units we count we will spare one retaliation target. You can be sure it is in our best interests to act upon and maintain future credibility regarding these matters.” At roughly 3pm, Morgan, an officer responding to the commotion, said, “We got him out of the car and handcuffed him. And Brian said something about a bomb.”[2] Another officer cut parts of Wells’ shirt away o reveal what he confirmed as an actual bomb. The police proceed to sit him down and isolate him. Wells, remaining calm, asked them to remove the cuffs, and asked why they weren’t helping him remove the collar. With the bomb squad over ten miles away, and a traffic problem slowly getting worse due to the closing of Peach Street (though it was specifically outlined in the notes that the police received to NOT shut down traffic), the police on scene were left with very little options. Wells asked the police if maybe they could find the keys before the bomb went off, but, sadly, it was too late. Seconds after, the collar started to beep, changing Brian’s demeanor from calm, to panicked. At 3:18pm, 3 minutes before the bomb squad arrived, he states that he doesn’t think he has a lot of time when the beeping starts accelerating before the long-awaited explosion occurs. Part 6: The Aftermath. With a portion of the collar still attached around his neck, the bomb squad examined his body and his car to search for more explosive devices. Investigators later attempted to complete the route the troubleshooters told Wells to follow and could not complete it. No matter how successful Brian was, how fast he drove, or how seamlessly the plan was carried out, his captors knew all along that Brian wouldn’t make it out alive. Thank you for listening to this episode of Hurstories and supporting the students here at Mercyhurst University. I hope you have a good day, and never get forced to rob a bank. [1] Harris, Chris. “After Robbing a Bank Wearing a Bomb, a Pizza Guy Was Told to Go on a Scavenger Hunt to Save Himself.” People.com, May 22, 2018. https://people.com/crime/evil-genius-read-handwritten-instructions-pizza-bomber-brian-wells/. [2] Evil Genius: The True Story of America's Most Diabolical Bank Heist. Duplass Brothers Productions, 2018. https://www.netflix.com/title/80158319.
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.
Brian Burke, based in Santa Rosa, California, is a real estate investor and the President and CEO of Praxis Capital, which is a vertically integrated private equity investment firm. He established this firm back in 2001. He began his career in 1989, buying his first rental property which led him into the world of multi-family then commercial investing. Brian is a successful entrepreneur and syndicator - today he shares how he started his real estate career and giving back to his community after the wildfire in California. He also discusses his investing strategy, where he’s looking to invest, what to expect from an investment and his future plans. Some Of The Highlights: His First Real Estate Investment and His Business Today His Work Strategy and Advice For a ‘Rainy Day’ In Business Brian’s Retirement Plan What is the preferred return? Connect with Brian: Website: PRAXCAP.COM - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - TRANSCRIPTION Intro: Hey guys, this is Eden and today is a very special episode because we are going to host Brian Burke, who is one of the biggest investors on this show to date. Brian had completed half a billion in real estate purchases this year alone after a long and beautiful career that lasted for 30 years and still counting. When listening to this episode, I was personally amazed by how humble Brian is and the sheer perspectives and mindset real estate investors to have despite the fact that they never met before. Also, today we would like to ask you guys for a favor. If you love our content and feel like you're learning from this podcast, please go on iTunes and give us a five-star review. This helps the podcast to rank higher and the best, part if you give us five-star review, shoot us an email at Hello@donandeden.com with the content of the review and your phone number, and you'll get scheduled for 30 minutes phone call with me and Don where you can talk about real estate and get answers for the questions you always had. So, without further ado, let's get started. Lady: Welcome to the commercial real estate investing podcast with Don and Eden where we cover all aspects of real estate investing with special attention to off-market strategies. Don: Hey Brian, welcome to the show. Brian: Thanks for having me on Don. Don: How's the weather in Santa Rosa, California? Brian: Oh, it's a beautiful day today, almost 80 degrees this afternoon and in November, which is a little unusual, but I'll take it. Don: I like to skate. It's like my hobby. So, I went to L.A., I went to Venice. I took a month off, just wanted to skate, took my skates with me and went there. Some people said it's the best place for anything that has wheels. And so, when I got there, that was late May and it was raining. It was like rain in L.A. and people told me it's very rare. That never happens. And it was kind of cold. And so, one of my friends that lives in California said that the weather over there was pretty unusual this year. Would you agree? Brian: Yeah, it was unusual. A lot of rain this spring and a lot of heat this fall. So, it's been a little bit unusual. But I would say the best weather in California is probably September and October. Those are usually some of the nicest months and people think that summer is probably the nicest, but it's not always the case. Don: Yeah not always the case. Is it still burning over there? I know you guys had the wildfires. Brian: There's a large fire. The largest fire in our country's history just got fully contained yesterday. And that was about a couple miles up the road from our office. So, we were under mandatory evacuation last week. And this week, we're back in action here in the office. Don: As sad it is to say that, I'm sure that these wildfires pose some great opportunities for real estate investors. Am I right? Brian: Well, once in a while they do and we had a fire in our city two years ago that wiped out 5000 homes in our city. We raised a fund last year to rebuild homes and our city and we raised about $8 million and we've been building single-family homes on burned-out home sites where the owners decided not to rebuild and elected instead to sell or move to a different area, put their lots up for sale and we're putting spec homes on those lots and got a couple of dozen homes under construction right now. So certainly it does breed some opportunity. Don: Not only opportunity, in this case, also give back to the community that is your city. Eventually, you want people to live in it and feel happy about it. Because that's home for you. Right? Brian: Yeah, people want the city to be put back the way it was. And we're doing our part to help do that and at the same time provide much-needed housing. When you lose 5000 homes in a city of 250,000 people it makes a real impact on housing demand, and there's a need for housing here. And we're helping to provide that which is pretty exciting. Don: That's beautiful. So, I know your real estate career is a very long one. You're one of the most successful entrepreneurs and syndicators on the show to date. I know you've amassed a portfolio of 250 to 300 million if my numbers are right and you've completed your half a billion in purchases of properties this year, am I right? Brian: Yeah. 2019 is a banner year for us. We crossed the half a billion-dollar mark and real estate purchase, which is an incredible accomplishment for me to even say that it is weird. I never imagined that in my lifetime I would do something like that. But we managed to pull it off. Now we've got a portfolio consisting mostly of multifamily properties. Our business focuses primarily a hundred units and up multifamily all across the US and we've got about 3000 units that we've done. Our portfolio now is about 250-300 million of value. We still do some single-family here and there. Of course, our fund where we're building homes in our city, so we're kind of a multidisciplinary real estate firm that started in single-family migrated to multifamily, but once you have developed roots and single-family, it's hard to lose those. Don: Yes. I started single families too, and let's be honest, it's fun. Even when you're doing commercial, it's still fun to do some projects there as well. So, let's talk about how it all started. When did you make your first steps in real estate? What was it back then? Because I know you've been doing real estate for 30 years, right? Brian: Yeah, my first real estate investment was a little over 30 years ago. In 1989 was my first real estate investment. Don: Just a side note. I was born in 1989. Brian: You were born? Yes. So, when you were busy being born, I was busy trying to find a house to buy and I made my first real estate investment. I didn't even own my own home but I bought a rental and fixed it up a little bit and a couple of years later sold that and I started doing some house flips, one house at a time and I was still working at the time and this enabled me to make a living on my job and then invest in real estate to build my future. Don: What a smart decision! So, one thing led to another and now you are in control of over 500 million worth of property in multifamily which is amazing. So, tell us a little bit about the first deal in multifamily. When was the first time you decided to buy a commercial property? Brian: My first multifamily was about 16 or 17 years ago. And it was here in California, it was a 16 unit apartment building. And what I was doing is I trying to figure out how to invest in commercial real estate, but I just didn't understand it very well. I didn't understand what the numbers meant or how to value it or how to evaluate it. Two rental houses that I accumulated through my house flipping business and flip one, keep one flip one, keep one. So, I had a couple of rentals I wanted to sell and I wanted to do a 1031 exchange and exchange up into an apartment building. It just seemed like it was an interesting way to grow the business and have more economies of scale and cash flow and all that. So, I reached out to the real estate agent that was helping me sell my flips because he was a CCIM which is a certified commercial broker. And I said, "Hey, I don't understand any of this and will you teach me?" and he did. He taught me how to read an income statement and what to look for and all kinds of different things. And then not long after that, he's told me my first apartment building. I did a 1031 exchange and never looked back. Don: How was the first investment? Was it a good investment, a bad investment? Brian: Funny story is I just sold that property like two years ago. So, I kept it for a long time and I was able to do a 1031 exchange into an oceanfront condo in Hawaii where I rent that out and, maybe one day I'll even be able to move into it. Who knows? Don: We all have dreams. Being busy in real estate, you never stopped working. So, I know we talked a little bit before the show started. I asked you about the ways that you make money when you own such a massive portfolio, but most of it you syndicated. So, most of it, you had to raise money. And you had to structure a deal in which your investors are being paid first because I know you care about your investors. So how do you make money? How much money do you make on these types of deals that you're acquiring? What are your goals for the future as far as your financials? Brian: I started just entirely doing things with many of the resources that I could collect together. My first single-family investment was done with seller financing and then after that, I was like cash advance credit cards and getting signature lines of credit and all crazy kinds of things. I always tried to learn by putting my own money at risk. Then once I figured out how to do it right, I would go to investors and have investors invest. It took me about 12 years to start raising money from investors. And I did it for my single-family business. First, I raised a blind pool fund and I split the profits 50-50 with my investors while we were flipping homes, and then when we move into multifamily, we're seeing a lot of money from investors. If you're going to buy half a billion dollars in real estate, it takes a lot of capital to do that. We were fortunate that a lot of investors were interested in partnering with us and putting up capital. So generally, the way we work it is the investors provide most of the capital for any multifamily acquisitions that we acquire. And in exchange, the investors get all of the profits until they've received a certain rate of return. Turn, once they've received that specific rate of return, then we start splitting in the profits and our splits usually start around 30% of the profits as the return goes up, then our split can get a little bit higher than that. But generally, our investors always get the majority of the profits, and they always get paid first. So, this isn't a big cash flow business for us. I know a lot of syndicators out there, who'll just have a profit split day one where every dollar that comes in some goes to the investors and some go to the sponsor. Ours doesn't work that way, the investors get a preferred return where they get all of the cash flow until they've received a threshold return and then we start to share. So, we keep the lights on here by doing house flips and having other multiple streams of income. For example, us building homes here in our community and the fire damage lots is another source of income and we have a lending company which is another source of income. Occasionally we sell our multifamily properties and that's when we get paid. We get a payday, not a paycheck. It's not quite as lucrative as many people would think, but eventually, you get there and profit potential is enormous but you never realized that until you start performing for your investors. Don: Okay, so let's talk about the way that you structure your deals with your investors. So, they're getting a preferred return. I guess it's 8% right that's the classic return that they get? Brian: Yeah, ours is 8% general. Don: 8% and then that's going to be a preferred return which means they get that right away as they invested the funds or a little bit after right it could be two or three months after, right? Brian: It doesn't mean anything, they may never receive it. If the dealer loses money and never makes money from day one, they never see a dime. But the way of preferred return works is that the investors get 100% of the cash flow until they've reached that threshold return and that's a cumulative return. So, if you invest today, in the first year, the deal throws off no cash flow, you get no cash flow. But if the second year it throws off 4% you get 4%. In the third year, throws off 8% you get 8%. In the fourth year it throws off 12%, you get all 12 because we still owe you 4% from year two and 8% from year one. So, if for two more years after that it still produces 12%, those two years, you're still getting 12% that makes up the 8% from the first year. And then after that, dropped to 8%, we'd start splitting the difference of what goes over 8%. So, a preferred return is often confused with a dividend and it's they're not the same. A preferred return just means that you're first in line for all cash flow until you receive your hurdle rate. It doesn't mean that you're going to get distributions right away equal to the preferred return. It just depends on what the property is throwing off cash flow wise. Don: Yes, thank you for clarifying that. Now, I know the investors are putting all the down payment and the capital expenses for repairing the properties and improving the properties. And so, they also get a share of the profits of the entire purchase. So, you're offering your investor 70% 30%? Brian: First, they get 100% until you reach that 8%. So, if they haven't been distributed the full 8% through cash flow during the ownership period, then that's where you catch it up. As you take your sales proceeds, you catch up on your preferred return first. After your preferred return is fully caught up, then any sales proceeds remaining after that are split according to whatever the waterfall is. And if it's 70-30, 70% goes to the investor 30% goes to the sponsor. In our case, we have a couple of different hurdle thresholds where it's 70-30, typically to a 12. And then after a 12% return, anything that goes above a 12% return is then split 60-40. And anything that goes above a 15% return if you actually can ever get above a 15% return, if we do then whatever a little amount goes over would be split 50-50. That's the way at least three quarters to 80% of our deals are structured that way and of course, every once in a while there are slight variations on that theme. Don: So, at the end of the entire purchase in the cycle of purchasing a property, renovating the property, stabilizing it, and then you refinancing the properties or you're selling them? Brian: If we're going to hold over three years we like to refinance and return capital to investors. But if we can sell, we will. I always like to say that we're a buy and watch investor, we don't necessarily buy to flip and we don't necessarily buy to hold. What we do is we buy the asset we watch, we improve the asset, and we watch the market for the most optimal exit point. And generally speaking, the most optimal time to exit is going to be right around year two and a half, two year three and a half, right around that point after you've fixed up units and fixed up the outside, you've increased the income, you've pumped the value. That's the inflection point where now the business plan would switch from things we physically do to just simply relying on the market for anything additional after that point. And when we reached that inflection point, that's usually when we like to sell. But if the market isn't cooperating and we don't think it's the right time to sell then we won’t sell. We can refinance, return some capital investors, sit on it for another year or two or three until the market is ripe for a sale, and then we could sell at that point. Don: What would you say you're typically improving the property like as far as the value goes? So, let's say you purchase a property for 10 million. After all the renovations and after improving the property, what would you say, percentage-wise, is the new value that you guys can bring the property to? Brian: On stabilization, we're looking for at least a 20% lift that includes, over and above the renovation. So, if we bought a property for 10 million, and then we put 2 million into it, or 12, then you'd be looking for somewhere around a $2.4 million increase. So, you'd be like 14.5, maybe 15 million to exit. So, we're looking for the kind of like that 20% or more lift within that stabilize period. Don: Of course, we got 2.4 million in profit, 30% of that is going to go to the sponsor or is considered profit for the sponsor after the deal is completed, right? Brian: First, you have to catch up with your 8% preferred return. So, let's say you distributed no cash flow during that period. For example, let's say it was a real deep value add and wasn't throwing off any cash. Now the first thing you'd have to do is give 100% of it to your investors until they got an 8% return. If it was three years' worth of time, then that's 8% times three. That goes off first, and then after that, whatever cash is left is what goes into the split here. Don: So, assuming you were cash flowing, and you managed to pay the preferred return during the entire process, and they always got the 8%, right? Hypothetically speaking, so you would be making 30%. Brian: That's right Don: Of the amount that you generated, which is 2.4 million in case of buying a property for around 10 million. Brian: And yeah, so you're looking at maybe $750,000. Could be your potential payday for the value created. That's right. Don: Yeah. So, it's just a matter of being able to get into a few deals like that every year, and then the profit as a sponsor, right as an indicator, the product It is down the line, a few years down the road. Brian: Yeah, that's exactly it. Like I said investors want to see their sponsor is getting a payday, not a paycheck. If you perform for them, then you do well. And if you don't perform for them, then you don't do so well. So certainly assuming you did your job right, the profit potential is pretty substantial. Don: But, something Robert Kiyosaki changed my life twice. Once was when he wrote 'Rich Dad, Poor Dad.' We all did read this book and got influenced by it. And if you didn't, then you should, because it's like I would consider that the Bible for real estate investing and investing in general. The second time he changed my life was actually when he wrote his book 'Fake,' which he talks about how money is not real and how money is a depreciating asset and why you should never have it, why you should never hold any money. And that's so true when you are trying to get wealthy and I think it's something you understand once you've made some money in your life because you realize that it's not real. But the things that money can buy, it just pays the bills. But if you try to get rich, then the only way to do that is to equity, which is what you're doing right? Brian: That's exactly right. Don: I think once this light bulb goes off and you get that principle, then you're okay with putting all the work and assembling a deal and improving the deal and stabilizing these properties that you're buying, just so you can get wealthier down the road. Because in theory, you are already wealthier because you have equity in the property. So, it doesn't matter. Brian: Yeah, you've got the equity and assuming that the market doesn't turn against you and take the equity back from you, that's happened before too. You saw what happened in 2005 through 2007. Equity is fleeting, so it's 100% true, everything you just said. But there is something to be said for keeping some cash for a rainy day and always having reserves and kind of living a little bit of a low leverage lifestyle. The people with the most leverage were the ones that got hurt the most. And it's funny when you live through an economic downturn like I have and managed to survive it, you see the risk that leverage ads and so you have to strike a good balance and you want equity and you want to use debt smartly to help improve your position. But at the same time, you don't want to over-leverage and you want to keep a safety net. You get it, you guys have built your business completely with equity without debt here so far and seeing what that's enabled you to do. And now you can use debt smartly, to help grow your portfolio. And I think everybody needs to watch that as an example of how to do it the right way, and the safe way. Don: Yeah, I think the main reason why we were able to pull this off was that we were making money in two streams, right. So, one stream was our business, our wholesale business, which created nice paychecks and nice paydays the way you call it before. And it's an accurate way to call it because when you make paydays, then you're able to buy properties and create wealth. And so that was the second way that we've created the portfolio that we own right now, through equity. The equity is the transactions that we made. We never live a lavish lifestyle. And it's different than most people here, Miami because, I don't know if you've been here but if you drive in the streets here, then you're going to see a Ferrari or a Lambo everyday second turn. And that's a lifestyle in Miami. Being a successful investor here in South Florida, we were able to resist that temptation, to invest the money where it should be parked, which is, in my opinion, real estate and stocks and property and equity. There's a beautiful saying that affected me tremendously, "Rich people are busy making money while poor people are busy showing off money that they don't have." Brian: Right. Yeah, you could certainly see a lot of evidence of that around, that's for sure. Don: Definitely. And especially today with social media, everybody's trying to show off, everybody's trying to faking it till they're making it. You're not going to make it, you're going to blow your first 10K on a Rolex. You should be blowing it on education. That's not even blowing it, that's investing and that's the difference, right? So that's what I think like an investor as I'm growing. Of course, I still have a lot to learn and I interview people like you, people that have made it bigger than me, the people that come to the show they have the same perspectives and the same lifestyle as well. Brian: It's just a matter of prioritizing and realizing that the first thing you've got to do is invest for your future. And it's like I spent almost every dime I had investing in more real estate and more real estate. And so, it's enabled me to accumulate a fairly large portfolio of rental homes just for my own, basically, my retirement plan. I don't get any cash flow off of them because I had them all financed on 15-year loans. So that way, they'll be completely paid off when I'm ready to step back and slow down. And it's a sacrifice now because if the property needs to be repaired, I'm probably pulling that repair out of my pocket and kind of negative cash flow, but I look at it as like a deposit into that savings account, right? And then eventually I'm going to have 40 or some rental units that will be completely paid for and cash flowing for me with no debt and right at the time, I would need it the most. So, it's sacrifice now, but it's a payoff later. Don: Definitely. So, let's talk about the future that a bit since we're already talking about it. What would your thoughts on the multi-family market right now and where it's going because I know it's a little bit overheated, a lot of people want to buy multifamily? And I know people buying properties for five and a half cap rate, which is pretty expensive in my opinion. What do you think about the market and where it's going? Brian: Yeah, you're right, the cap rates are low. And we're buying stuff at five and a half and six caps too. So, I get it, it's where the market is right now. And certainly, real estate is desirable, but it's desirable for a reason. And then, the reason is supported by fundamentals. And that's why pricing is so high right now. And one of the most common questions I get is, what inning are we in and everybody wants me to say that we're in the eighth or ninth inning and this is all going to change soon there's going to be a big downturn, you're going to be able to come in and scoop up properties at a big discount. I just don't believe any of that's about to happen, and doesn't matter what anymore because anybody knows that a game can go into overtime and a game can be rained out early, and can't just say that every game nine innings. So, we're not at the bottom of the cycle. And if we are at the top, what does the top look like? I think that a top when we reach one if we haven't already, it just looks like a plateau in pricing where we take a pause and the economy catches up to where we are and valuations are still fully supported with incomes right now, even where they stand today. So, I don't think there's going to be a big downturn or a big buying opportunity anytime soon like some people are holding off for. When that does happen, maybe prices have gone up another 20% then they fall 10%. And if they would have got in today, they would have made 10%. But instead, they're going to buy them and gain nothing. So, we're still buying and I think one of my defense mechanisms is to buy in strong markets that have population growth, job growth, and income growth and that gives me a hedge against the downside. I think it's important to do that. It's tough out there. We have to look at about a thousand deals to buy one. Don: It looks like a shiny market. Everything's growing. The population is growing. The jobs are growing and so yeah, everybody would probably want to buy it there. But we're already talking about that, what would you say that market is? Where are you looking right now for properties? Brian: We're looking in Phoenix, Arizona, Las Vegas, Nevada, Atlanta, Georgia, northern and central Florida, specifically Tampa, Orlando, North Carolina, such as the Research Triangle market, Charlotte, a little bit here and there of Texas. But I think Texas is way overbought. So, we're kind of scaling back in Texas. We still own there, but we're net sellers in Texas. I love to find something in Nashville, but there's very little product coming out of that area. So primarily, I think, Arizona and Nevada, Georgia and Florida are primary markets. Don: So, you're looking at a lot of markets, and how do you analyze all the deals that are coming your way? I guess you got to have some help, right? Brian: Yeah, we've got a fairly robust team here. I've got two other guys on the acquisition side and one analyst. So, we've, every time a new opportunity comes to us, my chief investment officer will do a quick prescreen. If it passes a certain series of tests, it goes to our analysts to build a financial model. And then it goes back to our chief investment officer or our CFO who is like a co-Chief Investment Officer. And then they review the deal and tour it and talk to the brokers and run the comps and tour the comps and do all those other tasks. Our businesses grown pretty substantially, we're vertically integrated. So, we have our own management company and we manage our assets, which means we have employees on the ground, in all the areas where we operate. So for example, we toured a couple of assets the other day, and it just turns out that we had our manager go with our acquisitions guy and manager knows the manager of one of the properties because they used to work together at one of our properties actually, and so, we have kind of a little bit of good rapport there and can learn more about the property because those relationships. So, we've well ingrained in the markets that we're in, we have people on the ground and the markets that we're in, and we have full control over the whole process. So I'm lucky that between me and my CIO, my CFO and the CEO of my property management company, between the four of us, we have 100,000 units of multifamily experience going back as long as 40 years and it gives us a good leg up on being able to stay on top of the markets in the assets. Don: That's not something you can easily find as an investor or a passive investor who's looking to invest with a sponsor. I mean, your team sounds very professional and experienced and you guys are exploring many markets and have years of experience. So, if I was looking to invest as a limited partner, I would give you guys a call. And speaking of which, if anybody wants to connect with you and get to know a little bit more about what you're doing and your projects and your future deals, what would be the best way to do that Brian: Probably the best way to reach us is through our website. Which is PRAXCAP.COM or a company's Praxis Capital and our website is P R A X C A P. C O M and on there, there are contact forms and you can fill out and our senior vice president and investor relations will set up phone calls. And we'll get to know you and establish your relationship before we start talking about deals. That's probably the best way. You can also find me on biggerpockets.com which is a real estate forum website where people ask questions and get answers about all kinds of real estate topics. I'm pretty active there and love to answer people's questions on that website when they post in the forum. So those are probably the best two ways. Don: All right, Brian, awesome. Thank you so much for that. And thank you so much for the insights that you gave us today. And of course, most importantly, time is the most valuable asset and therefore I want to thank you for investing the time to come to the show today. We appreciate it. I hope you're going to have a great day. Brian: Thanks, Don. I appreciate you having me on the show. I had a great time and humbled and appreciative to be a part of it. Thank you for having me on. Don: You're welcome. Thank you very much, Brian. Brian: Sure thing. Lady: Thanks for listening to the real estate investing podcast with Don and Eden. Stay tuned for more episodes. Till next time!
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.
更多英语知识,请关注微信公众号:VOA英语每日一听Brian: Hey Fanny.Fanny: Hey.Brian: So we're asking each other questions about our countries, and I have a couple of questions about China for you.Fanny: Sure, go ahead.Brian: So the first thing I was looking to know was, what's the best time to visit China? what time of year?Fanny: Oh yeah, I think ... you know because China has four seasons ... it's really cold in the winter for, I mean because I come from the north part of China. So if you wanna go to China I think the best season should be summer.Brian: Summertime.Fanny: Summertime.Brian: OK, so maybe like June or July is a good time?Fanny: I think July is the best time to go, because August there will be a lot of tourists there ... so July will be the best time because you can see the best view and there will not be that crowded.Brian: Now does it rain a lot in July? I've heard there's, like, rainy seasons?Fanny: In the north part ... it doesn't rain that much but in the south part it does.Brian: So I should probably bring an umbrella and a raincoat?Fanny: Oh yeah, I think so.Brian: OK.Fanny: Which city do you want to visit?Brian: Well that's actually a good question. You know I've never been to China and I don't know so much about it. What would be the most interesting place that you can recommend?Fanny: It depends on what kind of view you want to see, what kind of ... you know, especially in the north part, there are a lot of historical cities like Beijing, Xian you can visit. You can see the old China because there are other ... for example there is the Summer Palace. Have you ever heard of that?Brian: I've heard of it but I don't actually know what it is.Fanny: Yeah, it's just a palace which the old Chinese king lived there. It's a very good place to visit because you can see the long history you know because China has a long history, so you can see that kind of thing.Brian: So this is a pretty popular tourist place ...Fanny: Very popular. And also there is the Great Wall in BeijingBrian: Ah, I do know the Great Wall, I've heard of that one.Fanny: Yeah, so I think a lot of foreigners are very interested in the Great Wall, so maybe you can go there and see ...Brian: OK, that sounds pretty good ...Fanny: .. then maybe you don't need the umbrella thenBrian: Fair enough.
更多英语知识,请关注微信公众号:VOA英语每日一听Brian: Hey Fanny.Fanny: Hey.Brian: So we're asking each other questions about our countries, and I have a couple of questions about China for you.Fanny: Sure, go ahead.Brian: So the first thing I was looking to know was, what's the best time to visit China? what time of year?Fanny: Oh yeah, I think ... you know because China has four seasons ... it's really cold in the winter for, I mean because I come from the north part of China. So if you wanna go to China I think the best season should be summer.Brian: Summertime.Fanny: Summertime.Brian: OK, so maybe like June or July is a good time?Fanny: I think July is the best time to go, because August there will be a lot of tourists there ... so July will be the best time because you can see the best view and there will not be that crowded.Brian: Now does it rain a lot in July? I've heard there's, like, rainy seasons?Fanny: In the north part ... it doesn't rain that much but in the south part it does.Brian: So I should probably bring an umbrella and a raincoat?Fanny: Oh yeah, I think so.Brian: OK.Fanny: Which city do you want to visit?Brian: Well that's actually a good question. You know I've never been to China and I don't know so much about it. What would be the most interesting place that you can recommend?Fanny: It depends on what kind of view you want to see, what kind of ... you know, especially in the north part, there are a lot of historical cities like Beijing, Xian you can visit. You can see the old China because there are other ... for example there is the Summer Palace. Have you ever heard of that?Brian: I've heard of it but I don't actually know what it is.Fanny: Yeah, it's just a palace which the old Chinese king lived there. It's a very good place to visit because you can see the long history you know because China has a long history, so you can see that kind of thing.Brian: So this is a pretty popular tourist place ...Fanny: Very popular. And also there is the Great Wall in BeijingBrian: Ah, I do know the Great Wall, I've heard of that one.Fanny: Yeah, so I think a lot of foreigners are very interested in the Great Wall, so maybe you can go there and see ...Brian: OK, that sounds pretty good ...Fanny: .. then maybe you don't need the umbrella thenBrian: Fair enough.
Achieve Wealth Through Value Add Real Estate Investing Podcast
James: Hey, audience and listeners, this is James Kandasamy from Achieve Wealth Podcast where we focus a lot on value-add, commercial real estate investing and we usually talk to commercial real estate operators who have been very active buying deals nowadays. Today, I have Brian Murray. So if you have not heard about Brian Murray, he's the author of the best-selling and award-winning book: Crushing It in Apartments and Commercial Real Estate. And he owns almost 700 units right now on his own and I think out of 700, 600 of it is apartments and 100 units are on office sites. Hey, Brian, welcome to the show. Brian: I'm really happy to be here, James. Thanks for having me. James: Really happy to have you here. And so tell me about, how did you go from 0 to 600 multifamily 0 to 700 asset classes on your own without syndication? Brian: Yeah, well, you know, I started 12 years ago and I'm located in Upstate New York. That's quite a bit different market than New York City. But my first property was an office building and it was a distressed office building and from that very first deal, I did a lot of value-adds. Frankly, I really didn't know what I was doing, I was kind of figuring stuff out as I went along but I progressively made that property perform better over a couple of years and added a ton of value. On that deal, I assumed the mortgage and on my second deal, I did an owner/finance situation. It was another property that was half full, I filled it up and refinanced out of both of those and bought three more properties and followed that path the entire way. Which is find well-located properties that were not well managed or had some other large value-add component, exercise that value add and then refinance, take cash out and buy more properties. And that's the exact path that I followed to get to where I'm at today. James: That's crazy, which is good. I mean, that's the model that, I mean, it's an absolute value-add model, which is basically the theme of this podcast. And so did you buy and then improve it and then refinance the money out or did you sell it and I didn't get that far, can you clarify that? Brian: Yeah. So I refinance the money out. I am primarily buying hold, still to this day. But especially in the first 10 years, I think I sold one or two properties, smaller properties, for the most part, during that time. I am selling some of my smaller properties right now to redeploy those funds into larger properties, but my strategy has really been buying hold. James: Awesome. Awesome. So before we go further, I want to clarify about your book, Crushing It. I mean, I remember asking this question to you when we met face-to-face. So did Gary take the 'Crushing' name from you or you took it from him? Which one is that? Brian: You know, so his book, Crushing It, came out about a year after mine but he launched a book called Crush It prior to when mine came out. But he took the Crushing It and you know, but that's fine. It doesn't matter. It's all good. James: Well, it must be a good name because both of you are like a best seller, you know, in your own domain. So awesome. So right now what's your plan? I mean you own this many units on your own and what's your plan right now? Brian: So right now, I'm really focused on diversifying. I was really excited to do my first Mastermind, which was last year, which is how you and I met and I met some great people at that Mastermind and highly recommend that to other people; surround yourself with other folks that are doing what you're doing. But when I went off to this Mastermind, it was really eye-opening for me because pretty much everybody there was doing syndication and it was a model that was really new for me and I just learned a ton about what people were doing. And my model has worked great for me up to this point, but I've reached a size, we're growing purely organically. It's becoming more challenging to maintain that pace of growth. I think also with valuations at a higher point, it's more and more challenging each year to pull that much value-add out with refis. I think another factor that's come into play is I've been very, very dedicated to putting every dollar that I've earned back into my real estate. That's been a been a big part of how I've done what I've done is to continuously reinvest back in. As a result of that, to this point, I've been living fairly frugally and you know at a certain point, you want to not have to put every dollar back in but you know, to maintain that growth rate, I've got to look at other options. I also want to diversify geographically because most of my properties are in one location. And so I'm in the middle of my first syndication right now and I've met so many good people that now, I'm developing partners and looking at new markets and it's very exciting for me. I love to learn, I love to try new things and getting into these other markets and, you know, meeting accomplished people like yourself, it's very motivating. So I'm just super excited about it. James: Yeah, it's eye-opening when you go and talk to different people who are doing the same level as you are doing much more higher level because you can see a lot of different thought processes and how people do things. So why are you moving towards syndication? I mean, you own like so many units on your own, can you go into a bit more detail on why do you think syndication is going to be beneficial for you right now in this market cycle as well or on your investment side? Brian: Well, you know syndication, it does open up a lot more opportunities in terms of size. So for example, right now, I'm looking very closely at an apartment complex that's approximately 300 units. It's in a market that's new for me that I've been doing a lot of research on and that would be a real challenge to try to pull off on my own. It really wouldn't be possible right now. So the property that I've purchased strictly on my own, without raising any outside money, I did last year, it was 126 units and you know to try to purchase something that's 300 plus units that wouldn't be possible for me right now. So it's pretty exciting and I think another thing is I really enjoy working with the idea of doing some projects with partners and getting into some of these new markets. So, there's another piece of it that's kind of exciting is, I've reached a point where I've done pretty well for myself and the idea of helping other investors who want to put their money to work to achieve their goals, I think that's going to be rewarding too. That if a project does really well that, it's all those limited partners that come in that can then improve their lives through their investment as well. And if I can be a part of that, I think I'll find that very rewarding. James: Okay, that's awesome. So scalability is important and you think of helping others as well to make money, especially I think other investors or other GPs who needs your skills, I would say? Brian: Yeah, absolutely. Yeah, and that's one of the things that's great too is I've found that it's meeting these other people that are doing it, I've got a different experience. So just like I'm learning from people like you, I'm finding that partners I can bring some different perspectives and value to the table as well. So you always want to partner with people that have strengths in areas that are different from you and that's what makes a strong team. James: Absolutely, especially in commercial real estate because the number of knobs that you can tune, there are so many knobs and especially like in multifamily because it's very management intensive compared to the triple net, other commercial properties. Multi-family is very management intensive and it gives a lot of ways to make more money or to scale down or to scale up. Even though you'd be really, really skilled at that but it just gives you a lot more opportunity. And the lease is one year term or six months term; you can quickly raise or reduce rents, it gives you a lot more fungibility, I would say. I mean, you have like SAS, we talked, in the beginning. You have like 600 units multifamily and 100 office space? Brian: Yes. James: So can we go a bit more detail into the office? What kind of office is it and how did you strategically balance within the 600 and 100 office? Is it optimistic or what did you see and why did you do it? Brian: So I started off with the office and actually, my second property was retail and so, starting on that commercial side was really interesting. I think one of the things that did for me is really emphasized my focus on customer service and customer care with tenants. And when I tried my first multifamily, I think that there were differences but they're also a lot of similarities. So the value-added approach that I was taking to office retail worked just as well with multifamily. And our focus on really taking care of our tenants as our customers really served us really well in that area also. Over time, as recently as two or three years ago, we had reached a point where up to that point we had more office and Retail and then about two years ago, I would say, we were 50/50 and now we're closer to two thirds, maybe even 70% multifamily with the rest commercial in terms of the makeup of our portfolio. So as time went by, we've really gravitated toward multifamily and that's our 100% focus right now. I think the biggest thing is that there's a number of things we like about multi-family. From our experience with commercial, you've always got a little bit more risk because you tend to have, not always, but you often will have tenants that comprise a disproportionately large percentage of your income and that can leave you really vulnerable if somebody leaves. So, on more than one occasion, we've had a commercial property where someone that takes up more than half of the space in that property, leaves unexpectedly. And then you've got with one tenant leaving, you have a property that is negative cash flow. And if you don't have a portfolio in place to support that, that can be devastating and it's really not fun even if you have a portfolio to perform it. And then when you go to backfill that space, it's more challenging in commercial properties because you oftentimes have to find the exact right tenant for that space, for that location, for the tenant mix and the property, for the configuration of the floor plan. There's a lot of things that you know, different commercial tenants are looking for. If you just adjust the rents up and down or maybe offer some concessions, a lot of times, the market doesn't immediately react to that. So turning that dial like you do in multifamily, you have less control. So if you're looking for a particular type of commercial tenant, it could be, it's not unusual for us to sit on a vacant space for one two or more years before the right tenant comes along and fits in and takes that space. With multifamily, you've got those dials that you can turn and say, Hey, you know, we're going to run a special. We're going to bump rents, we're going to drop rents and you usually will see a pretty quick reaction from the market to the changes that you make and from my perspective, that's better. You always want to have more control and the ability to adjust with your market, adjust to combat your competition and different things like that. And frankly, we've enjoyed working with the tenants. I think there's a perception out there that a lot of people would love to invest in commercial because they think they have this idea that working with white collar tenants would be much better, wouldn't have the problems but in our experience, they can be more challenging. They can be more demanding and sometimes even unreasonable with what they're looking for and you don't usually find that as much with the residential tenants in multifamily. We do primarily workforce housing and the people that we deal with there, tend to be good down to earth people and reasonable. So we appreciate that. James: And when you talk about office, this is the normal office tenants, I guess? Brian: Yeah full-spectrum, mostly professional tenants. We've got plenty of medical tenants. We have lawyers, accountants, all types, we've got not-for-profit offices, engineers and architects that would pretty much any type of white-collar professionals. James: Got it. That's very interesting. So when was the aha moment that, hey, I should do multifamily because you are focusing a lot on office, what was that triggering moment where you say, okay, I may need to look at this multi-family? Brian: Well, I don't know if there was a specific moment. I think it happened gradually over time. When we had about 50/50 multifamily and Commercial, I think one of the big things was watching the performance of the two halves of the portfolio and seeing which half was performing better and part of it had to do with the types of value-add projects we were finding and I thought we were better able to execute on the value-adds on the multifamily side. And that portion of our portfolio just kept outperforming the commercial side and I just saw in the market that we're in, more opportunity there and I felt like it was more stable income based. So, I think I think it just happened gradually over time and you kind of tend to slowly move in the direction that's performing well and where the needs are in your Marketplace. James: Got it. So all the deals that you have done on multifamily, how did you choose? I mean all these deals are in Upstate, New York, is that right? Brian: Yes. James: So you may not choose the city because that's where you live, the area. But how did you select the submarket? Okay, this deal is good in this submarket, what are the parameters that you looked at When you look at a deal in multi-family? Brian: So, we have a really close familiarity with the subtleties of the market and so it's fairly nuanced like there's not one overarching thing. One of the primary drivers of the market where we are is not that far away is a fairly large military base. And so one of the factors that we look at is, well, we definitely welcome military tenants, we have shied away from the properties that are closer to the military base and tend to have a really high percentage of military population. That's just because there's so much turnover, lenders are less excited about lending those properties because they know that long-term, there could be downsizing. A base could close, there's exposure with that. So we have gravitated within our region to the areas that are maybe we will have some military but not be all military and into the communities where people want to live, in the parts of the city that we feel are strong and good safe locations and convenient locations for the major employers in the area. James: Got it. Got it. And on average right now, what is the price per door in that market? Because I never talk to anybody from New York who's buying multifamily. I mean, Upstate, New York, New York City, but in general, can you give us some guideline on price per door? What cap rated stabilize deals are being bought right now? Brian: Yes, absolutely. So it's a really, really wide range. So that's what I would say at first. The most recent stabilized property that we purchased we paid about 60,000 a door. There are properties selling in the area, 80,000 plus per door, not that often but a lot of the properties we've got, we've purchased a couple of decent sized properties at auction. We've purchased a lot of distressed properties. The 126 units that we purchased last year, we paid in the 40s per door and that's pretty low for this area actually, but also the occupancy was below 60% when we bought it and it had a lot of deferred maintenance. So I do feel like we got a fair deal and a good deal on that because there was so much upside but there was a reason that it was priced that low. And so you can come along properties in this area that have low price point sometimes even down into the 30s per door, but usually, there's a reason why they might be in severe distress. But for stabilized properties, I think you're mostly looking at maybe 50 to 70 a door. James: Okay. You also mentioned that you're looking at other markets now? Brian: Yes. James: And why is that and what're your criteria to look for in other markets? Brian: So the number one reason is really a risk management type of approach. Where anybody who's come in and taken a close look at our business and one point even a few years back, I had some graduate students come in and they analyzed it and everybody said, hey, you're kind of crazy. You've got all your properties concentrated right here in this one city and now they're all within maybe half an hour drive of that City and there's a lot of risks involved to that. So if that City that I focused on starts to decline or say that military base that's not that far away, if they downsize then that all affects my portfolio. So I've known for a long time that it would be wise to diversify geographically and it's time to do that. Another factor is frankly, this is not a huge City. It's not a big area that I'm in and we've got limited opportunities for growth here. There's a limited number of properties that come onto the market and realistically, it's time for us to look to other places. So it's a variety of things. James: So let's say you're looking at a new city, a city A and a city B, what do you look for in that city that you think is going to be appealing to you? Brian: Well, I think there's a variety of different factors. Probably the number one thing that makes the city appealing is job growth, job creation. Being located in Upstate New York, it's not a strong area for job growth. There are pros and cons to being in a market that's undesirable. So I have less competition. I can buy things at much higher cap rates and I can get properties to cash flow better if I have less competition and higher cap rates. So, there's sometimes you can look at it and say, hey, if you're in a market that's less desirable, sometimes you're getting properties at a great deal and there's something to be said for that. But as I look to new markets, I'm trying to find something where cap rates haven't dropped too far and you can get a reasonable return but you've got that benefit of healthy growth in population and jobs. But I think because I'm looking for more geographic to looking for a market that's going to show more stability, it's on an uptrend and just like any other place, no matter what market I'm looking at, I've realized over time just how critical the specific location with any city is. So almost any City has their good parts and the bad parts and so you could take any market that you choose and break it down into all different, more and less appealing locations. And so, I wouldn't just throw and say, hey, this one city is great, even though the population is growing and you and I talked about a property not that long ago that you are familiar with the location and you very wisely were like, oh, that's not the right deal. It might be a good city, but that's not the right part of the city. James: Correct. So, I mean, you are sitting in Upstate New York, you looked at the entire nation. Can you give us the top three cities that you think that you want to delve in? James: Brian, so you are sitting in Upstate New York, and you looked at the entire nation, you know how multifamily works because you own 600 on your own. So you just briefly outline what are the things that you look for in a city. So can you name like top three cities that you think that you want to be involved in that you think has a strong growth story? Brian: Well, it's a work in progress for sure. And what I would say is sort of the candidates that I've narrowed it down to the commonality would be they tend to be the places that people are migrating to and being in Upstate New York where a lot of people are leaving the area, I want to look toward the places they're going. And so, primarily in the Southeast, pretty much our candidates or everything from starting in probably North Carolina going down to Florida and you know all the way over to maybe the little bit in Texas, but I think Georgia is an interesting market that a lot of people are pursuing. I'm partnering on a project in Kentucky right now and we're looking at North Carolina and there are some very attractive markets in Florida as well. James: Got it. Got it. Got it. Before I want to go into the deal level analysis that you do, I want to quickly ask this question because you know, it's very unique to you because you had your own deals and now you're going into syndication, right? So what do you think are the skills needed from yourself when you are having your own deals, where you can skip a distribution or whatever happened to the deal is your own problem. So now you're going into syndication, where it involves a lot more people. What do you think is a few skills that syndicators need to be successful in syndication? Brian: Sure. I mean I would say start a start with one of the big ones which is something that I don't have, which is an investor base and that's a whole job unto itself. Over the years doing what I've been doing and getting some acknowledgments for that, I had a lot of people approach me over the years and say, hey, you know, can I invest and I never took them up on that and now I'm doing that. But what I've realized is in getting to know all these folks that are out there that there's a lot of people who are interested in partnering with me who already have those investor bases and have that skill set of managing those investors and taking care of all aspects of that. So at this point, I'm primarily thinking that I bring more value in the weighing on the underwriting and the property and identifying all the value-add opportunities and making sure that people look at it as more than a spreadsheet because there's so much more. I toured a property last week and was able to uncover quite a few things. The broker that was there. I was one of the last people, they had about 40 tours and I came through and identified some significant value-add opportunities that the broker said no one else picked up on. And I think that that's something I didn't discuss but we've managed all of our own properties that whole time and so, the knowledge that you get from that just brings so much better of analysis to a deal to make sure you're vetting it properly, you're not overpaying, you're also not underpaying and that there might be value there that you're not realizing. That some of the assumptions that you're making for rent growth are real and can actually be feasible for implementation. And so, you know, those are some of the things that I bring and the experience and having the portfolio I have may give lenders a lot of comfort. And so, I'm recognizing that, hey, I could focus on my strengths and bring some things to a partnership and take those areas that I don't have and other people might and partner up. So if someone's going to do it on their own, they've got to have a pretty broad skill set and that's a challenge, to have the operational knowledge and bring that side and also have the people skills and the investor relationships, it's not easy. I have a lot of respect for people that are doing it all. James: Absolutely. So you are two operators, where you underwrite deals, you understand the operation and you're doing your own asset management. You're missing the investor base creation side of it, which I think you are either partnering or slowly building that up so which is awesome. For me, the operators are at the top of the food chain because they are the backbone of the whole deal. They know what's happening in terms of the rents, how many percents of rent increase is happening on each unit? How many units are being turned? What is the make ready period, what's the delinquency? What is the idling unit period? That's a lot of parameters in the multi-family operation which can be optimized and if you know that very well, your underwriting can be very, very solid, I would say. Brian: And I think you also bring a reality check. I think that the folks that are operating in the syndication space that don't have as much operating experience, it's easy to look at numbers and assumptions in a spreadsheet and it's challenging to actually recognize what that means in terms of the actual human beings who are there living in the apartments, what it means for the contractors and the property managers and whether what you're assuming is even practical. I look at a spreadsheet and I'm looking at it realizing, hey, you know, I looked at it once a day and I told somebody I'm like, do you understand how much drama will be involved in this? So if you haven't done that you don't know. And sometimes that translates into you might need to maybe tone back your rent growth or you might need to say, hey, maybe we implement something like this over time so that we don't have an all-out rebellion on our hands. So, you know, it's a challenge to bring all those things to the table. James: Yeah, I've seen people who come to me, you know, first few deals and say, oh, this is all bills paid, I'm just going to change it to tenant pay bills. I say, well, that's easy. We can see the value. Well, you do not know how much drama you're going to have there and you might not able to do that on a specific property, a specific location. And they say they want to do them; Utility Bill back, they want to increase the rent, they want to charge covered parking, they want to do laundry increase. So many things they want to do at the same time and I can tell you, they don't have the experience actually. But the thing is, a lot of people have been making money even without all the skills. And I always tell them everybody's a champion in a bull market. Brian: Exactly, yes. A rising tide lifts all ships, right? James: Correct. So, people may not look at that skill more in detail or give due consideration to that type of skills where the operation is important, but I think it's important if you want to sustain good rent growth across different market cycles. So coming back to underwriting. So right now you are looking at deals, how many percents of deals do you reject immediately by just looking at it? Brian: Wow, I would say well over 90%. James: Okay. So the 10% that you have or what do you look for in that 10%? What do you do? What are the steps that you take to look at that 10%? Brian: You know, I think the very, very first thing I do is I look at the T12. I want to start my analysis of a property by looking at actuals. And then I'm going to base the current situation and the actuals, going to kind of weigh that against my own experience. So, how does the target asking price or the whisper price or whatever they have, how does that compare to the actuals? And then based on my experience looking through those actuals, what do I see that jumps out at me that might create value? And if you look down through and start looking at the comps and really piecing together this puzzle about, what opportunity is really here? Is the valuation based on something that's completely unrealistic? A lot of times, you'll recognize that some brokers are way better than others at doing a realistic model and pro forma and that's much appreciated. Because you see too many where they'll say, oh, you know, the labor is going to be whatever, $300 a door, and you know, hey, that's crazy. Like it should be 1100 a door or 1000 a door in that market and you know, you'll find out that well, it's been managed by the owner and they don't track the labor. But if you see that it's based on the labor is $2000 a door and you know, hey, we could get that to 900 realistically and still do a good job of maintaining that property, then you start to see an opportunity. It's a combination of running numbers and logical analysis based on experience, is really what I would say it boils down to. James: So in a new market, how would you determine payroll and [12:09unintelligible] on property taxes because this differs by market? Brian: Sure. So all those things are going to vary by market, although many of them will fall within a range. So you're going to say, well, in that market it's going to tend to be higher or lower and I will use my best judgment but if it passes a certain level of scrutiny, that's when you want to really get an established reputable local property manager involved who could look at it and say, okay, for this market specifically, these assumptions you've made are realistic or not realistic. The same thing goes with construction costs they could vary and I can look at it and say, I think that new flooring should be this much but hey, maybe in that market, flooring is much more expensive or maybe it's a lot cheaper. So, you know it's going to be within a certain range, but you just need to figure out how you need to tweak it to get to that market. James: Got it Got it. Got it. I mean since you have your own property management in your own backyard and now I presume you looking at third partying your property management in this new market, is that correct? Brian: That's correct. James: So, what would you think is the most important factor to look at that third party property management company? Brian: Well, at this point, I would say yes, we're relying on third-party property managers. We may eventually consider expanding into new markets or operations, but not doing that right now and evaluating the property managers, it's been a very interesting process. I think you need to look at the full picture. I don't think there's any one thing you can look at. For a project that we're underwriting right now, in evaluating the various property managers, of course, we weigh referrals, you know, that's always good to hear referrals but I think one of the things that are appealing about the property manager that we ended up selecting for this project that we're pursuing is they actually specialize in this specific type of property that we're looking at. So, they have a track record and experience of nearly 10,000 units that are specifically C-Class properties that they've done value-add and executed those successfully. And a fair percentage of those are in the specific market that we're looking at and so there's a lot of things that just lined up. I think if I had to pick the one thing from my interaction with this firm because they toured the property with me as well, but I actually was very impressed with their analysis of our underwriting. They actually went through our assumptions and they toured the property on their own before I got there and gave us their own analysis and without us asking, they also toured the comps and gave us some feedback on that. I was impressed. You could tell that they went out of their way to look at the right things. They looked at the types of things that I would look at and they identified things and based on that write-up, I just said, hey, this is a firm that's experienced. They get it. They did a thorough job. They were professional, they were responsive and you know, it really checked a lot of boxes in terms of giving us an overall sense of comfort with the possibility of working with them. James: Awesome. Awesome. Let's go to a bit more on the value-add side because you have done a lot of value-adds because you buy refi and keep it more long-term. So what is the most valuable value-add multifamily from your experience? Brian: I would say that the most valuable is it's different for almost every property. If I had to pick, you know, I think that sort of the Big Bang low-hanging fruit tends to be the, I'd say, clean paint landscape, kind of like the surface stuff. If a property is dirty and not well kept and then you make it clean and you put a fresh coat of paint and you landscape it, it can change the entire image of property of fairly modest cost and that can have a huge impact. The rent adjustment is sort of obvious, I think everybody looks at that. I guess big picture if the landlord is way undercharging, of course, you know, that's an obvious big easy one, but one thing that we've ended up doing in a number of cases that is less obvious that people almost never talk about is lowering rents. And in the 126 unit that I mentioned earlier, that's under distress, that's the first thing that we did is we went in and by our assessment, they were trying to charge too much which was a major factor in why the occupancy was so low. So we immediately went in and cut all the rents and that might seem counterintuitive for a value-add person but over the last six months, we've raised the occupancy 25% and one of the big reasons is we lower the rents and so the net change in terms of the net operating income of that property it skyrocketed by lowering rents. So that also further demonstrates that it really varies, you kind of have to you know. It's sort of like if you look at five different people and say, you know, what change would you make in each person to improve their overall wellness? For some people, they might say stop smoking and some people might say, well, that one needs to eat better so you can't kind of really say well, what's the one thing overall? James: How did you decide to lower the rent? What was the data that you looked at and decide, okay, I just need to reduce the rent here? Brian: Well, you know, that's one of the fantastic things when you've got so many properties in one market. You know immediately that based on your other operations that something's off. You know when it's low, you know when it's high, you know when the fees don't match what's present in that market or the concessions don't match. It becomes very simple. If you're going into a new market, you've got to study those comps and do the best you can and hopefully, tour those comps and do your own homework. But it's one of many advantages of having a concentration of properties in one area. In addition to all the many operational efficiencies that you can have is that you have that market specific knowledge that is there's no substitute for. James: Got it. Got it. So when you decide to lower the rent, I mean it is a counter-intuitive but I think it makes sense in value-add, especially when you go with that kind of low occupancy. You need to do something to bring up the occupancy because once you bring up the occupancy, you can do a lot of other things. Brian: Exactly. James: You can't do it when the occupancy is low and you're adamant about pushing up the rent. So was your thought process, rather than I leave this unit vacant, that's the biggest loss compared to giving [19:48inaudible] $25 or $30 increase that doesn't make sense. Brian: Yes. That's right. So, you know that's been one of the strategies that I've adhered to and has worked well; you lower the rents and lease it up and then you make improvements as you go and then you raise rents from there. Nothing more expensive than vacant space. The other piece of that which is an advantage of not syndicating is that I have been able in many cases to fund many of the improvements out of cash flow. So with this particular property, we did lower the rents, but the occupancy has been brought way up. So we've just crossed a threshold where now this property is cash flowing again and all that cash flow is going to be directed right back into making improvements, probably, for the next few years at least. And so, that's a perfect example of well, if you're going to syndicate and you need to pay investors, you really can't be investing all of your cash flow back into a property. So what do you need to do? You need to raise some money up front to pay for those improvements and not count on cash flow so that you can achieve your investor returns and start to get them their money back. James: Yeah. That's the one thing different with syndicated deal versus owning your own deals. You don't have to raise so much money so you can take your cash flow and just put it back. With a syndication [21:27crosstalk/inaudible] and you may lose deals because you're competing with somebody who has a lot of money versus somebody who is syndicating. Brian: That's right. James: It's very interesting. So in terms of, I'm going to your personal side, is there a proud moment in your life or not in your life, toward your real estate career, that you think, I would remember that moment throughout my life until the end; can you describe that moment? Brian: Oh, wow, you know there's been so many moments, but not all good. James: No, no, the proudest moment where you think you really made a big impact on something. Brian: I never really expected this but some of the proudest moments that I've had has been since my book came out and I would have never guessed that that would lead to that but some of the feedback that I've gotten from readers that they've shared with me that it's changed their lives that they started into investing and have already built portfolios. And to see the direct link between the book and people, you know, really making improvements in their lives has been extremely rewarding. So I think one of the great things is that I really went into the idea of writing the book just because I wanted to share what I've learned, the mistakes I've made and to help other people, but I never really thought that it would sell very many copies or that people would have that kind of effect and the fact that it did. When I get a letter, a note from somebody, it's been extremely rewarding. So now I kind of remember that I think that's been a big impact. James: Yeah. It's interesting. I mean, I get a lot of notes from my books as well and sometimes you don't really take it seriously because for us it's just common knowledge from what we have learned. But some notes do make us think, oh, I really really made an impact on someone. I mean, it's mind-blowing in how many lives can be changed with the things that you share in a book. Brian: Right, right. Yeah. Absolutely. James: Yeah. So the next second question is why do you do what you're doing? Brian: Well. You know and it's interesting. I mean actually, in the book I share at one point, this was a few years back, I had somebody come up to me and they said you know, how much is enough? Like you are so greedy, why do you keep going? And I just realized that this person doesn't understand, they missed the whole point that it's just rewarding to take a property that's not performing, that's in distress, that's maybe even a bad thing in a community and to turn it around and make it a better place for people to live. You help the tenants and you help the community and to do that and start to get involved. Like I do meetups now and I met new people and threw those in the book to help other investors, and so, you know, I look forward to going to work every day. I enjoy it. I enjoy the challenge of finding and executing on properties that aren't achieving up to their potential and making a better place for people to live and more profitable at the same time. So I just think it's fun. Like I enjoy what I do. James: Yeah, it's like a discovery, you're trying to discover these from your paper to the real stuff. Especially when you are underwriting because you're assuming a lot of things and how does that whole assumption become a reality? You know, it's very interesting to see the output of that become [25:42inaudible] people's lives, which is just... Brian: Absolutely. James: So we really had a really good knowledge box from you, Brian. So can you tell our listeners and audience how to get hold of you? Brian: Sure, you know, your listeners can find me on Facebook. You can find me on LinkedIn, you know, you can find the book on amazon.com or on the book website is crushingit.info and my company's website is Washingtonstreetproperties.com And if anybody is interested in reaching out, I'd be glad to hear from them. James: Awesome, Brian. Thank you for coming and joining us. I think that's it. Thank you. Brian: Thanks, James, was an honor.
Achieve Wealth Through Value Add Real Estate Investing Podcast
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.
How can we make real changes within the practice of law to lessen the impact of stress on individuals in this profession? In this episode of the ALPS In Brief Podcast, Chris Newbold checks in with Dallas attorney and advocate for wellbeing, Brian Cuban, to discuss the state of lawyer wellbeing now, the lifesaving impact one lawyer can have upon another, and our ethical responsibility to step up for one another. CHRIS NEWBOLD: Good afternoon. This is Chris Newbold, guest hosting today for the ALPS In Brief Podcast. And I'm here in our offices in Missoula, Montana with attorney and advocate for wellbeing, Brian Cuban, who's in here from the Dallas area. I just spoke at our ALPS bar leaders retreat, and we thought this would be a great opportunity for us to have ... We have a similar passion in terms of seeing our profession improve on the wellbeing side, and so I thought this would be a great opportunity for us to just kind of have a conversation about where the profession's at. Where do we need to go? And Brian, you're obviously out on the speakers' network, kind of talking about this particular issue, your personal experience, and so forth. I think I'd like to start with just you kind of putting into your own frame of reference. What is the state of the profession right now when it comes to attorney wellbeing? BRIAN CUBAN: It's a state that is a lot better than it was a few years ago. We have much more awareness. We have many more engaged professionals from the bottom up, the lawyers, the bar professionals, the local bar professionals, the state bar professionals. And we have awareness in big law. We have awareness within the boutique and the solo practitioner. There are areas that we can certainly do better, and we can certainly be more impactful, but we are definitely light years ahead of we were just three years ago. CHRIS: And what do you think has driven that improvement in such a short period of time? BRIAN: I think you have to give a lot of the credit to the ABA and the Betty Ford Hazelden Report, and that would also be Patrick Krill, who authored that report, in bringing the issue to the forefront with the staggering statistics, because I think that was a catalyst in really changing the conversation. Whatever people think of the ABA, you have different opinions, but you can't deny that that report was a seminal moment. CHRIS: And why do you think that the issue right now is capturing a lot of attention in the legal community in legal circles? BRIAN: Well, because of that report and because of the cumulative awareness, now we are looking around us and actually noticing what's going on. We may have been aware of what's going on, we may have seen what's going on. When someone dies by suicide, we are aware of it and we grieve it. But we are now much better in taking a look at that, and deciding where things could've been done differently. And three years ago, four years ago, it was more about just grieving and handing out, in the issue of suicide, handing out the 1-800 hotlines. Now we are moving beyond that, and really look at how we can make systemic changes to at least lessen the odds of those things occurring. CHRIS: You talk a lot about kind of the impact that one lawyer can have on another lawyer. Right? And the responsibility that we have to not be kind of casual observers in this. Talk about that a little bit more as it relates to how we looked at, engineer a culture shift in the profession, and how every lawyer can make a difference one by one. BRIAN: Sure. I talk a lot about not minding your own business. We have to create a culture where we are comfortable, or even if we're not comfortable. Let me step back from that because that's not comfortable. It's okay to be uncomfortable not minding your own business. That's a human emotion. But we have to get comfortable understanding that for what it is and taking that step anyways. When we see someone struggling, when we think we might be able to, or we are wondering, you just don't know. Is there a drinking problem? Is there a mental health struggle? Maybe the person's just having a bad day. To be able to not mind our own business for one moment, step outside of our struggles, step outside of our busy day, our billing, the things we have going on, and say, "How are you doing? Are you doing okay? Do you know that if you're not, you can come to me, and we can talk?" That doesn't require anything but empathy. And every lawyer, every person has that ability. CHRIS: Is that a tough conversation for an associate to have with a partner? BRIAN: Absolutely. And we have to follow protocols. Law firms need to establish protocols for when people are struggling. That is not realistic to expect an associate to confront a partner. But big law all have EAPs, so there's that. We all have lawyers assistance programs. Do you know as an associate, you can call lawyers assistance program, and you can let someone know what's going on? And they're not going to out you. I know that is a tough pill to swallow, and I know you don't believe that. But you can make that call. You do not have to identify yourself in any lawyers assistance program in this country, and you can say, "I'm in this firm, and I think this guy is struggling." And they will take it from there, so you can do that. BRIAN: Within big law, we can talk about big law and then move on to something. Go down, go down. Within big law, it's important to establish protocols that are nonjudgmental, where everyone has a path. Everyone in the firm has a nonjudgmental path, a path that they feel safe voicing their concern if they see someone they think is struggling. So I can't tell them what that path is, but there should be multiple paths based on where someone is in the chain, right down to the clerk. CHRIS: Talk about your opinions on ... There's an increasing body of work out there that says that the economics of wellbeing are conducive to a stronger bottom line. Right? And as we think about talent acquisition, talent retention, I know you work a lot in kind of big law firms. Right? BRIAN: Mm-hmm (affirmative). CHRIS: I think there's a really interesting play on the horizon for those who lead our profession from a big law perspective to be thinking about a commitment to this issue that could translate economically for the firm. Talk about that. BRIAN: Absolutely. And I think, I doubt there are any managing partners, senior partners, firm CEOs are the real big ones that are not aware of that issue. It is the messaging is consistent just in general in society about the impact of addiction and mental health issues on the workplace and the economic cost. So the challenge becomes: How do we translate that into risk management? And I think they are starting to do that. That is not what I do. I'm a storyteller, I'm not a risk manager. But I think we are starting to see an industry, and people who do that, to go to a firm and say, "This is how we translate this into risk management to increase value to you," save you money. That saves the client money because on the most basic level, and we talked about the Peter Principle of Recovery. Right? How your level of competence keeps decreasing, and you keep trying to adjust your mindset to stay within that, you tell yourself you're at a high level when you're struggling. BRIAN: That can be, in a general sense, stealing money from a client because you were not effectively representing the client. That is affecting the firm's bottom line, and that is the most basic level. When a lawyer is struggling, and not functioning at the non-struggling level, he may not even, or she may not even understand what that level is because they've been in the middle of it, lacking self-awareness for so long. That is affecting the firm's bottom line. That can affect client retention because there are lawyers out there who are not struggling. Everyone's trying to get the business. Right? So you have to maximize the ... You have to minimize the risk by putting lawyers in a position to succeed and to hit the top level of competence and move beyond that if possible. Keep raising that level. And it's hard to do that when someone's struggling with addiction, problem drinking, depression. BRIAN: And I see lawyers all the time that talk about, well, I'm struggling with depression, but I was killing it, doing this. And I can't judge that. I don't know their situation. But I can say anecdotally, and what I see in the data, that I don't see how a person can look at the big picture, step back, and say, "I was going through all that and giving a dollar for a dollar." So I think all firms are aware of that, and I think that is achieved through a risk management model. CHRIS: Again, it's going to be interesting too as big law tries to recruit talent out of the law schools, how much top talented students are actually looking for a wellness play in terms of the life, work balance that I think, generationally, I think is becoming more common. BRIAN: That's a good question. I forget what the study was. Was it Am Law? Did the Am Law survey just come out? CHRIS: Mm-hmm (affirmative). BRIAN: And I couldn't find it. I think it may have been subsumed in one of the questions. But I reached out to Patrick Krill, who does a lot of the risk management stuff, and who authored the ABA Betty Ford Study, and asked him if he knew if we are surveying firms on wellbeing, if that is part of the survey. And I don't know that he had. I'll have to look and see if he responded, or he had an answer. But I think that may be not so much as a conscious play, but as a lifestyle play. It's just part of an overall lifestyle. Looking at the overall lifestyle, can we say that someone's going to say, "What's their drinking culture? I'm not going there"? There's no way to know that. But in the overall lifestyle play, I think lifestyle and wellness will become major factors, as Millennials and Generation Z, who have different priorities on what they want their life to look at as lawyers and as human beings. CHRIS: Yeah. Talk more about, it's an interesting time in our profession given the fact that we have four separate generations all operating at the same time. Right? BRIAN: Mm-hmm (affirmative). CHRIS: But there are also studies out there, particularly those that have been done within the law schools, that say some of these behaviors and substance abuse and so forth are starting earlier, and are becoming more prevalent for those who have been in practice, particularly in private practice, for less than 10 years. As you think about that dynamic, and Millennials and so forth, that's soon going to be the largest chunk of lawyers in the profession. And as you think about the generational aspects of wellbeing, what's your take on that? BRIAN: I think Millennials definitely have a different vision of what wellness looks like than ... I'm a baby boomer. The baby boomers, I come from, my lawyers' culture was a drinking culture. And I think when we look at things like the Sober Curious Movement, and what the Sober Curious Movement is, is not looking at drinking in terms of whether someone is a problem drinker, is an alcoholic, but what it looks like as a lifestyle, and as part of a healthy lifestyle, and whether you want it to be part of the healthy lifestyle without being judged on whether you're abstinent or not abstinent, and what that means to you, whether you're an alcoholic or you're not an alcoholic. I think Millennials and Generation Z are going to look at this differently in terms of just, I want to do the things that make me feel good, and that may not involve drinking. And I don't want to be judged for that. I don't want to have to explain myself. BRIAN: And I think that is going to be a much easier transition and a much easier conversation than it is for my generation because it's beginning. It is beginning. The Sober Curious Movement is out there. We have bars within New York. There aren't any in Dallas and Austin. And you see a lot of the progressive towns, where you have bars, they just serve mocktails. And they revolve the fun around other things besides getting drunk. You go out and you're drinking fake pina coladas without alcohol. And they revolve everything around those, around the mocktails. The mocktail generation, they may be that. CHRIS: That's an interesting one. If you had to assess right now, wellbeing in the legal profession, one being it's at an all-time low, 10 being, I think lawyers are both healthy, happy, engaged, where you put that on the spectrum? BRIAN: I would put we're at a three or four, three or four. And that's great, and that's great. CHRIS: A lot of room for improvement. BRIAN: A lot of room for improvement. Four is opportunity. Right? CHRIS: Yep. BRIAN: Four is opportunity. Yes. And one of the biggest challenges I think we have, and if you look at big law, we with the ABA, and this isn't a criticism of the ABA at all. I think with the Wellness Task Force and everything, they have laid out the groundwork for all levels to participate, all stakeholders, solo, medium, boutique, the bar associations, all the way up to big law, corporate. I think they are laying out that groundwork. But I think when we get further down into the stakeholders, the solo practitioner, the small firm, we have a lot more work to do. And I think in that chunk is where we have the most improvement to do in our messaging, and the most opportunity because we have other challenges when we get down there. BRIAN: If you work at big law, you have health insurance. And I knew big law lawyers who have health insurance, and still can't find a reasonable psychiatrist or therapist. They've complained to me about it. We have this health insurance crisis on so many different levels. And big law within the spectrum, you have privilege. You have health insurance privilege because you're going to have it. And you're going to have the EAP, and you're going to have this, and you're going to have that. BRIAN: I don't know what the stats are, but I know anecdotally that a lot of the solos cannot afford health insurance. So when you can't afford health insurance, what are your options? You're going to 12 step. You are going to county. A lawyer don't want to go to county and get free treatment, that's very shameful. Right? If you even have that option as a reasonable option in your city. A lot of cities have terrible county free health services. And so we have that stigma of a solo practitioner and the medium, I don't have health insurance. I'm a lawyer, I'm not taking advantage of free. I can't. So they don't tell anyone. It's shameful. So how do we solve that? CHRIS: Obviously, in our book of business with ALPS, we specialize in small firms and solo practitioners. And 65% of the policies that we issue are to solos. And they're generally a higher malpractice risk because they don't have a support network around them. BRIAN: Absolutely. CHRIS: You can't stop into Brian's office and say, "Hey. Let's have a conversation about this particular case." You have to build networks. You have to build connections in very different ways, which makes it I think, much more challenging. BRIAN: And it does. And it's a challenge where you're struggling. It's going to be dependent on the particular situation. But you're making what would be decent money, you have a family. You can barely, after everything, then you care barely support your family. And you're more able to speak to this. You have a deductible that you can't meet anyways, even though you have health insurance. That's as almost as being uninsured. So we have all of those issues, and I don't know what the solution is to that. But that is one of the things that is a huge barrier to wellness within the profession, health insurance and the ability to pay for getting well, the ability to find people to get us well. We are becoming a cash only society in terms of wellness. BRIAN: I consider myself very lucky because I have a psychiatrist, I've been seeing for 15 years, and he treats. I have one of the few treating psychiatrists out there with his therapy. But we also have the ghost networks that you may be familiar with. And I'm getting off on tangents, where you can't, even if you have health insurance, you can't find a treatment provider because they don't take insurance. CHRIS: Where do we go? A lot of good activity now happening. You've got Pledge. You've got some state task forces going. Got a lot of discussion. Societally, we're seeing more vulnerability to talk about these issues, whether it's Hollywood stars, or sports stars, there's just more discussion, which I think is healthy. If we're a three or four right now, how do we get to a six or seven? How do we start to move the needle? Culture shifts in any society- BRIAN: It's one person at a time. It's one person at a time. If you're talking, there's no magic pill to culture shift. We talked about this. It is one person at a time. There's one bar association at a time. There's one law firm at a time. And you hope, you hope, that the Malcolm Gladwell theories kick in, and you hit a tipping point. But it is much more, again, it is much more on different levels societal. If I can't afford treatment, what's the difference what the path is if I can't get there? Why should I tell anyone if I can't afford to get there? In Texas, we have a fund where if you go to them, a lawyer can get treatment. I believe it's an endowed fund privately. And maybe someone will correct me on this when they listen to it. But we have to find different ways to ... It's more than just laying the path. People have to be able to walk on it. BRIAN: And if you can't afford to get the help, other than 12 step, and 12 step is great, Smart Recovery's great, Refuge Recovery is great, but they're all mutual aid. Mutual aid is not treatment. Mutual aid is maintaining connection, which is important. If you can't afford the treatment, and you have no way through that path, that's a huge problem that goes beyond the legal profession. When we talk about the legal profession, what we can do, I think we have to have a more societal view of that. How do we correct that? CHRIS: Yeah. There's an interconnectedness to a lot of different- BRIAN: You can't sever this. You can't sever out health insurance accessibility from all the other issues within the profession because most of the profession is solo and small. CHRIS: And even on a tangent, one of the reasons I got involved in the wellbeing movement was I feel like there is a gap in expectations for what people think practicing law will be like, and ultimately what they find that it's going to be like, whether that happens in law school, or whether that happens because of law school debt. That again, to be a good lawyer, one has to be a healthy lawyer. And more and more, people are finding themselves boxed into a spot where they're actually doing something that they're not finding professional satisfaction in, which is then causing ... It can cause other things to kind of spin off from there. BRIAN: I agree. I agree. Every lawyer is a story. Every lawyer is more than just the person under stress. Every lawyer brings their entire history of trauma, of however they grew up, family. CHRIS: Family. BRIAN: They bring it all through the door of that firm. They bring it all to the courthouse. So whatever that stress is may not just be the product of what's going on at that moment, the case, fulfilled expectations, unfulfilled expectations. It may be the product of a life story that has shaped someone that made them more susceptible to those issues. Does that make sense? CHRIS: It does. BRIAN: So we have to address the story and not just the moment that the lawyer is in. CHRIS: Yeah. Anything else that you want to kind of relay as we talk to our policy holders and other interested listeners about just kind of the current state of attorney wellbeing? BRIAN: If we want to change the paradigm of attorney wellbeing, for me personally, I think the most powerful tool is continue to encourage people to tell their stories. Keep telling the stories. Everyone identifies with aspects of other people's lives. There's going to be something to identify with. The connections, stories bring connection. Keep bringing people in to tell stories. Just encourage that. And I think through the power of storytelling, we will start to see more and more people tell their stories, and then they'll tell their stories. And I think that is how. CHRIS: That reduces stigma. That reduces vulnerability. BRIAN: That's right. I think as we reduce stigma, we will better empower lawyers to seek recovery. CHRIS: Yeah. Brian, thank you. BRIAN: Thank you. CHRIS: We appreciate your time, and we appreciate your perspectives. And obviously, you're doing wonderful work in the storytelling side of the ledger because it's important that through the experiences of you and telling your personal story that it makes a difference. BRIAN: I think law firms need to realize, and I think big firms are starting to do this, is creating a wellness program has different levels. There's storytelling. There is risk management. There is- CHRIS: Scientific studies. BRIAN: Yes. And there is the pure wellness aspect. How do we reduce stress? How do we become happier? What can we do to allow our lawyers, within the framework of our representation of clients, to feel better about themselves and what they do? Law firms are in a business. This is a business, and they are not yogis. We have to be realistic. Law firms are there to represent clients at the highest level possible. What holes do we need to fill to make that happen? Because that is what we do. We represent clients. And so we have to fill all these different gaps, the storytelling gap, the risk management gap, the wellness gap. CHRIS: Got it. Again, thank you so much. And I hope you enjoyed listening to this podcast. As you know, ALPS is committed to being a leader in the wellbeing issues of the day affecting the legal profession. We hope you enjoyed this podcast. If you have any other ideas for topics on the wellbeing, please let us know. Thank you. Brian Cuban, the younger brother of Dallas Mavericks owner and entrepreneur Mark Cuban, is a Dallas based attorney, author and addiction recovery advocate. He is graduate of Penn State University and The University of Pittsburgh School of Law. Brian has been in long term recovery from alcohol, cocaine and bulimia since April of 2007. His first book, Shattered Image: My Triumph Over Body Dysmorphic Disorder,” chronicles his first-hand experiences living with, and recovering from, twenty-seven years of eating disorders, and Body Dysmorphic Disorder (BDD). Brian's most recent, best-selling book, The Addicted Lawyer, Tales of The Bar, Booze, Blow, & Redemption is an un-flinching look back at how addiction and other mental health issues destroyed his career as a once successful lawyer and how he and others in the profession redefined their lives in recovery and found redemption. Brian has spoken at colleges, universities, conferences, non-profit and legal events across the United States and in Canada. Brian has appeared on prestigious talks shows such as the Katie Couric Show as well as numerous media outlets around the country. He also writes extensively on these subjects. His columns have appeared and he has been quoted on these topics on CNN.com, Foxnews.com, The Huffington Post, Above The Law, The New York Times, and in online and print newspapers around the world. Learn more at www.briancuban.com.
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!
Achieve Wealth Through Value Add Real Estate Investing Podcast
Brian Burke is President / CEO of Praxis Capital Inc, a vertically integrated real estate private equity investment firm. Praxis operates on multiple platforms, currently managing active syndications for the acquisition of multifamily, single family, and opportunistic residential assets in US growth markets. Brian has acquired over $400 million in real estate over a 30-year real estate investment career including over 2,500 multifamily units and more than 700 single-family homes, with the assistance of proprietary software that he wrote himself. Brian has subdivided land, built homes and constructed self-storage, but really prefers to reposition existing properties. The Achieve Wealth Podcast Guest: Brian Burke Host: James Title : Market selection, Rent Comps and turning around apartments James: Hey listeners, thanks for coming into this podcast show, it's called The Achieve Wealth Podcast. So we focus on value at real estate investing aspects and today we have a great show. Somebody that I've been following since when I started in Bigger Pockets, the host's name is Brian Burke. He's the president and CEO of Praxis Capital, a vertically integrated real estate private Equity Firm. Basically, they are currently managing active syndication of multifamily, single-family and residential assets across the US growth market. Brian has acquired over 400 million in real estate over 30-year real estate investment carrier, including 2500 multifamily units and more than 700 single-family homes and he built his own software that he wrote himself. He has done a lot of different aspects of real estate such as subdividing land, build homes, constructing self-storage, but he really prefers the re-positioning of existing property. Hey, Brian, welcome to the show. Brian: Thanks for having me on. James: So why don't you tell about your location, whatever background that I've missed out and what's your focus area and what's your reason for focusing on real estate? Brian: Yeah, you pretty much hit it. Our office is located in Santa Rosa, California, which is north of San Francisco. But having said that that's not really where we're investing in real estate. All of the real estate we're buying is outside of California, mostly in the southern half of the US, Arizona, Texas, Georgia, and Florida. We're acquiring multifamily properties that are somewhere between preferably 150 units and right now we have 539 in a contract. So somewhere between 150 and 500 units. Typically, we've done a couple of deals that are smaller like 136 units recently and we've also made offers on some larger properties like one that was almost 1000 units. But we're really focused on the value-add multifamily space in the southern half of the US. James: Good. So why are these markets? I mean, can you describe a bit more on why did you choose this few markets? Brian: Yeah, we select our markets based on areas where we see a really good economic growth story. So really what we're looking for is, we're looking for a lot of income growth, job growth, and population growth. Those are the three big drivers of multifamily and so we're looking for markets that have all three of those. In addition, we like to see areas, where there's not a ton of new development or the new development doesn't exceed the population growth and absorption. So, we analyze markets all over the US every year, we come up with a list of Target markets where we want to be and each year it's typically the usual suspects but some markets will drop off and some markets will pop on. James: So in your looking for deals, do you start with the market first, do you start with the sub-market or do you start with the deal first? What do you start with? Brian: We definitely start with the market first; the deal is so much less important than the market itself because the market is going to provide you either with a headwind or a tailwind. You can work really, really hard trying to push a great deal in a bad market and get absolutely nowhere but on the other hand, you can buy a good deal in a great market and achieve an incredible result. So it's really got market first, sub-market second, the deal is third. James: So what are the parameters? Let's say, you look at like, you chose a few like Arizona, Georgia, and Texas, right? So, what are the actual indicators that you look for? How many percent job growth do you look for, how many percent supply coming in, just tell me what are the exact criteria that you look for when it's like a market. Brian: Yeah; the yardsticks are less about percentages than they are about how---number one, do they exceed the US average? James: What average are we talking about here? Is it household income or is it house vacancy or what are we talking about? Brian: No, we're looking at income growth, job growth, and population growth. Those are the three main metrics and we want to see that all three of those exceed the national average; that's kind of the first test. But really the way that we test them is, we look for the top markets in the country You can look at the Milken Institute's best-performing cities index, you can look at PWC and ULIs markets to watch rankings and you can get a sense of how some of the expert demographers and economists are ranking various markets by their performance in those categories. And so to begin with, we look at the top ranking market. So, there might be, call it, 200 different markets that are ranked, we definitely want to be in the top 100, preferably the top 50 and generally, we're focusing on kind of those top 25 markets, that's a starting point. The next thing we do is, we go in and we look at the actual data; we can compare those markets so which ones do we think are going to be the most promising for us? And also you have to couple that up with what markets have a deal flow right? I mean you could find a great market where all of the demographical indicators are telling you that there's a great reason to buy multifamily property there, but they only have 20,000 units of multifamily housing stock so you might see one deal every two years. James: Yeah, exactly. Brian: It also has to be areas where there's an actual product to buy. James: Okay. So let's take an example; so after you look at all these different reports you look for the top, in terms of, job growth, income growth, and population growth. And you also look at the deal-flow because you need to get deals right? I mean, sometimes it's just too crowded with people trying to buy in the same market, just because everybody knows it's a good market. So, what do you do next? I mean do you go into, let's say, for example, Atlanta? Atlanta is a very strong Market, is that a place that you buy? Brian: Yes. We own over 1000 units in Atlanta; it's definitely one of our primary markets. And again, it has all of those things; it has income growth, job growth, and population growth. James: Okay. So, for example, Atlanta, it's a big city, right? So, how do you go to the next level? Brian: The next level really is starting to look for the product. And we've been in that market for a while so we have really good relationships with brokers in that market and we see a lot of opportunity coming out of that market. If it was a new market to us that we hadn't been in before, what we would need to do is we need to establish relationships with brokers. And generally the best way for us to do that, is through brokers that we've actually closed with before and other markets and say, hey, you guys have an office in Orlando, can you get in touch with one of the guys over at the Orlando office and tell him about your experience in working with us in your market. So they'll take us seriously when we call or our lender, maybe we've used their debt group before and they can call and vouch for us because this is a relationship business and cold-calling Brokers out of nowhere and saying you're this big-time buyer isn't really gonna win you a lot of points. James: Yeah. So let's say you get a deal from the broker and you know, I mean, I know somebody in Atlanta which I would not buy right I mean, so I'm sure you have that as well. So what do you look for in terms of sequence? I mean, let's say you get a deal today, what do you do, do you look at numbers, do you look at sub-market, do you look at the crime rate, what do you look for? Brian: The first thing we're going to look at is, does the property fit within our box? So, our box would be if it's like built before 1980, it's probably not going to fly. It might if we do some 70s deal on a case-by-case basis but if it's built before 1970, it's probably an automatic cross off. The next thing is, is it too small? If it's 100 units or 99 units or 75 units, yeah, it's just too small, we're gonna cross it off. So, it has to meet kind of the age and size restrictions, we're looking for properties preferably with pitched roofs, no chillers, a good unit mix so we're basically kind of looking at the physical plan itself. And if that's a pass, then the next step after that would be to underwrite the financial performance. And that involves building the model, inputting the historical financials and rent rule data into our model, conducting a market survey to study what the market will support for rents, post-renovation, talk to the broker and learn about the story behind the deal and then model it up and see how it will perform. James: So when at which point do you look at the sub-market? Brian: That's part of this process of looking at the physical asset. So, when we are underwriting and modeling it up, one of the things we're going to look at is, we're going to look at the median income in that census tract, we're going to look at the crime rate in that area. Those things are a little bit lesser important but when we get close where we think we're going to make an offer on the property or we think that there's a chance we're actually going to get awarded the property, now we're going to take a really deep dive into the actual sub market data and statistics. What's the historical rent growth in that sub-market? What's the future forecasted rent growth in that market? What are the occupancies? What's the occupancy history and occupancy forecasts? We're looking at that. We're looking at the trough occupancy, how bad did occupancy get during the last great recession? We're looking at all of those different kinds of granular level statistics right about the time where we're circling in on making a decision either to write an offer or to accept an award of a deal. James: Okay. So basically you have a very high level, you have age and size that might be just like [12:28unintelligible] if it doesn't work, then it doesn't work; no Chiller, pitch roof and you will go ahead and do the underwriting on the financials and just before writing an offer you think you're going to get the offer then you go into deeper into the sub-market [12:45crosstalk] and occupancy okay, interesting. Brian: Yeah. Yeah. James: So, when do you do the market rent comp? Brian: That's one of the first things we're doing. So as we're building the model and putting in the historical rent data, we'll go out and do a tour of the property where we show up and look at some units, take a good look at the exterior of the property. And then after we've seen the property and then we go to drive the comps and we visit those comps and figure out what they're charging in rents, what their level of renovation is like, is that a property that's supporting where rents for the subject property should be today or is it more of an aspirational comp where this is what this property could be when it grows up. We need to figure out which category the comps fit into and then make sure that we're adjusting our rent expectations based on comps that are really comps. James: Okay, so when you do your rent comp, how do you do it? Do you go by bedroom, or do you go that high-level price per square footage? Can you describe in a bit more detail about how do you go into doing the rent comp analysis? Brian: Yeah, the comp analysis is basically it's a grid system where we lay out the unit mix of the subject property so that we can see, you got to 500 square foot studio and a 650 square foot one bedroom and an 800 square foot two bedroom and 1000 square foot three bedroom, and we're going to lay all those out on a grid then as we go visit the comps, we're going to put the most applicable units in that grid. So like if we're looking at a 750 square foot two bedroom unit at the subject, we want to find somewhere around 750 square foot two-bedroom units of the comps and they might be 700; they might be 775, they might not be 750 but they'll be somewhat close. We're going to put that next to the rent that we have for the subject property and we're also going to note, what condition are those in; are they renovated or non-renovated and if their renovated to what level have they've been renovated or they have granite countertops and stainless steel appliances or is it resurface counters and white appliances? You want to know what you're comparing to and then what you plan to renovate the subject to and how it's going to fit in with those comps. James: Okay, got it. How far do you go in terms of looking at properties that kind of meet those comps or that you're going to select for comps? I mean, is it like one mile, 0.75? Brian: We go as far as we have to; the best comps are within three miles, but sometimes we're finding comps five or six miles away. This can happen, especially if you're looking to renovate a property in a sub-market where there's only been a couple of properties that have been renovated. Sometimes you have to broaden your search out to find other properties that have been renovated to give you a frame of comparison to a post renovated rent status. So, we're looking for a minimum of four, preferably 6 comps for the property and we'd like for those comps to be representative of what we expect our property to look like after we finish doing what we're going to do to it. James: Okay. Got it. And how do you identify because real estate is hyper-local right? It's very, very localized. So how do you identify whether the comp qualifies a comp or not? Because if you do a circular comp so you can go across certain artificial barriers, such as a highway and I mean, street by street right? Sometimes by doing this, you have a completely different comp, people are willing to pay more but how did you identify those kinds of issues? Brian: One of the things we look at, sometimes you can just tell; you can just drive in and you can say this is just not a comp, it's a completely different physical plan. The subject property is a pitched roof - 1980s and this is a flat roof - 1970s with no amenities and it hasn't been fixed up; you can sometimes just tell but going beyond that, you're right. Sometimes you can cross over a major arterial and you can go from a place where people want to live to one where they don't want to. So one of the ways that you can check for, just as for the subject property, we looked at the median income in that census tract and the crime rate in the area of that comp. We can do the same thing for the comps and look at the census tract where the comp is located and sometimes it's different. You might cross arterial and cross into a different census tract and you can see like a massive change in income. So one of the things that can trip people up sometimes is let's say, your subject property is in areas that have $30,000 median income, you've got a great renovated comp about six blocks away and they're getting like $400 more so you might say, geez, we could get $400 more for this property, that's great. But then, you look at the income maps by census tract you see like, okay, this is in the 30,000 neighborhood, but the comp is in a 90,000 income neighborhood, it may look like a comp but it's not really a comp and it could be that it crossed the School District boundary and you went from subpar schools to your really desirable School District or whatever the case may be and sometimes those comps aren't really comps. James: So you are mentioning a lot about census tract. So in your opinion do you think census tract represent, could be the artery on where the difference in household income would be able to be represented well? Brian: Well, it's just when they're doing a statistical data set, that's the way that the data is calculated. It's by census tract and so some people do it by ZIP code but zip codes can be so large that they might cover half of a City versus census tract that it's more like a few blocks; it just gives you a little bit more granular level detail. James: So do you do like a cost report to do initial rent comp before you guys drive down? Brian: No, not generally. With rent comps, they're fairly easy to kind of circle in on to some extent. Usually, the offering memorandum, the broker will give you, will show you some comps and have some comp data in there that you can use as a starting point. And then there are other things you can do; like visit the comps property website, it's supposed to have a link you can click to see the available units and you can click on that and you can see what they're asking for various different floor plans on their website, they have pictures and you can get a sense of the property by looking at the comps picture. You know those kinds of things are relatively good start. Nothing beats good old fashion shoe leather of showing up in the office and asking for a brochure and saying, Hey, I want to rent an apartment here, what are you going to charge me for a two-bedroom unit and can I see one? That's really the way you get the best comp data. We do have the ability to get comp data from Co-star, Axiometrics, and Reese, which is certainly very helpful. And we do use that to a certain extent but we like to get a little bit more granular than that. James: Okay, okay, but do you use this Co-star, Axiometrics in the beginning before you visit the property or that is just not being used at all. Brian: We usually use that when we're getting closer to deciding on a price or putting in an offer; until we go see the property, that's just raw data. We really want to get our hands on what we're dealing with and what the comps look like in person. We can usually tell if a deal is work before we go down there, but we're still going to end up touring a lot of properties that maybe we could have ruled out but we just group them together and our chief investment officer will take a trip to Atlanta and look at 10 assets that are for sale and do it all in one trip. And so there might be a couple in there that slip through that we could maybe have decided against by looking at data. But the time it takes to look at that data, it's probably more time than it would have taken it to drive a few more blocks and go look at the property. James: Okay, I mean, it looks like what you're saying is you prefer to just see the property on the market just go and drive for on comp rather than doing all this, Co-star, Axiometrics and all that. Brian: Yeah, that information is helpful; it's certainly not something to be completely disregarded but you can only do so much desktop underwriting. Real estate is a tangible business and it's a hands-on process and so you gotta get hands-on. James: Yeah. Yeah, that's interesting because I know a lot of sponsors who like to do a lot of things on the desktop before going even and walking the units and they may walk the unit's eventually but the rent comp is so tricky because if you get the wrong rent comp, your whole business plan may not be able to work right? Brian: That's exactly right. Yeah, it's true and you know what I find is that the data in those third-party reports often contain inaccurate or dated information and there's no current information better than showing up in the office and asking for a brochure. We just do ours a little bit more hands-on; nothing wrong with using data and we will use data to kind of screen initially but we really want to go see those comps. James: So what about on the financials, like the P&L and rent roll so let's take P&L; I know we take the numbers from them and underwrite it but at a high-level glance when you look at P&L, what do you really look for? James: Not much; there's not a lot of information on there that's particularly helpful. I would say there's really only two things on a P&L that we use and that's the utilities expense and the contract Services expense. Because whatever they're paying for utilities; water, sewer, electric, that's probably not going to change when we buy the property so that that information is useful. The other thing is Contract Services, what they're paying the landscape company and the cable TV contract and the alarm bill, Alarm Monitoring those kinds of things, those recurring contracts, assuming that we can't negotiate a better deal those costs are going to end up being our costs and so we want to look at what those costs are; the rest of it is not particularly helpful. We will look at things, like, we look for clues right? So often times, you might find the general and administrative expense category is abnormally high. Well, why is that and then you find out, well, there's a homeowner's association that charges homeowners association dues; we're going to be stuck with those so we want to make sure we build that into our expense model so we look for clues like that to tell us that there are certain charges or expenses that we're going to be responsible for. But outside of that, the balance of their expense sheet doesn't really apply to us because our insurance company is going to charge us a different price than there getting. We're going to have different software than they're using so we might switch phone companies or change internet providers or whatever. So our general administrative costs are going to be different. We'll advertise differently so our advertising and marketing costs are going to be different. We're going to staff differently so our payroll costs will be different. We'll probably have a different pay scale than they have, we'll probably pay a different management fee. Our property taxes will get reassessed based on however the local taxing jurisdiction handles property taxes upon a transfer so that's going to be different. So all that historical financial data is relatively meaningless other than to give us a comparison to see kind of what the starting point is. James: Okay. Except for these two, basically what you're saying is that's basically coming to entry cap rate, right? So do you really care for the entry cap rate? Brian: No, entry cap rate doesn't mean anything; entry cap rate has no use in acquisition underwriting. James: Yeah, especially on a value-add deal because now you are going to be running it much differently from the current guy that has been doing it. Brian: That's right and cap rate is nothing more than a measurement of the sentiment of the market and how it's valuing an income stream. There's no particular use for entry cap rate in underwriting your acquisition. James: Yeah, absolutely. Like what about the rent roll, what do you do with a rent roll that's given to you? What is one of the first analysis that you do? Brian: Yeah, what we do is we sort the rent roll based on floor plan and then we sort it based on move-in date so that we can see each floor plan, what the average rent is that they're getting for each floor plan and we can also see what is the average that they've been renting those units out for in the last 90 days. And those two things kind of give us a sense of what units are renting for and what direction they're headed. James: Okay, and why last 90 days? Brian: We just want to see what the most recent rents are going out. So, let's say, for example, you have a two-bedroom unit that on average is rented for $800 but you notice that in the last 90 days, they've been getting 875; that tells you that something's going on. One of two things is going on; either they're doing some renovations and they're getting a $75 bump for the renovations or the market has gone up $75 and they're not doing any renovations at all. So as we're analyzing what our starting point rents are, the starting point rent is $800 because that's what the average is or are the starting point rent is 875 because that's what they're getting today. James: Okay. Well, they could be just faking the rent rule at the last minute just because they want to sell. Brian: That's also possible. James: I've seen many cases like that. Brian: I have to yeah, they could be stealing the rent rule. That's entirely possible, absolutely. James: Yeah. I've seen cases where sellers, they were only like five years and the last year they started bumping up and it's like the last three months, they started bumping up. I always wonder, what? I mean, you owned it for the past five years and why suddenly the last three months you're bumping up? Brian: Because they want to sell. James: They want to sell it? Brian: Yeah, absolutely. The trick is when you go and due diligence you're doing a lease file audit and you're looking at those most recent leases, did they do an income verification? Did they do a criminal background check if that's what their practice was? So if you look all the sudden, their lease file audit is pretty clean but in the last 90 days you're noticing that there's a bunch of felons that have no jobs, but they're still paying a higher rent, it tells you that they just got anybody to sign a lease [28:50inaudible] James: Absolutely. Yeah, it's a lot of tricks that the sellers play too. So I mean commercial that's the challenge right? It's not based on surrounding comps like single family homes, right? I mean, in commercials it's all about the income stream that's coming in and you have to be very careful on how the sellers are positioning their product just before selling and buyers can get tricked into it. So I mean, you focus a lot on value-add deals, right? I mean, that's the fundamental on why people do commercial real estate because of [29:22inaudible] appreciation. So what do you think is your secret sauce and is there any secret sauce that you have in your value-add investing that you think, I'm very good at doing this or I'm good at identifying this and fixing this, other than increasing income and reducing expense? Brian: Well, I think a couple of things; one is, I think we underwrite very well and very accurately. We've got really powerful modeling tools that we use that gives us a competitive edge, I think that's part of it. The other is we take a very deep dive and we have a very good understanding of the market and the comps. We have an advantage in most of our markets because we already own there so we have our historical experience to be able to dip into and really, a lot of people fail to realize is that doing a value-add deal isn't just about an acquisition, it's about execution. My senior team here has 105,000 units of multifamily experience and they've been doing this for as long as 40 years. So that gives us a tremendous advantage because we just got all this operational experience and things are not going according to plan. We've got a lot of experience here to dip into, to figure out how to right the ship and make things start going according to plan. I think that gives us a tremendous advantage. James: So I think you have your own proprietary Excel spreadsheet, I guess to underwrite the deals, right? So what do you think is the unique advantage of that spreadsheet that you think it gives you really good accurate underwriting numbers? Brian: Yeah. It's just incredibly granular and the level of detail that it goes into and it's been built for doing value-add multifamily deals and gives us a very, very detailed look at what we expect a property to do. And it's also enormously flexible that we can arrange all different kinds of financing, vehicles, debt, equity, just an enormous number of combinations and model; any scenario and estimate the outcome and it just gives us a huge advantage to be able to underwrite like that. James: Yeah, so have you tried to match whatever you've underwritten and are you able to execute it correctly? I mean, have you seen it come out all the time correctly? I mean, there could be some times where whatever you underwrite on paper didn't come out on execution; what are the cases like that? Brian: Well that happens 100 percent of the time, the only thing I can tell you about underwriting multifamily with absolute certainty is that the actual performance will not exactly match the expected. James: It always ends up, something is wrong. It's always something wrong. Brian: Yeah, it's 100 percent wrong. I mean, it's the best estimate you can make going in but you're gonna perform in one direction or the other and that direction is going to change. So, it's not at all uncommon where you find that your first year performance was way under the mark because you got in there and you end up finding out that a third of the tenants didn't qualify and they stopped paying, you got to get them out and bring occupancy down to 75 percent and then bring it all the way back up with a new tenant base and we call that repositioning the tenant base or resident profile change is another term for it. James: Demographic shift. Brian: Demographic shift; sometimes you have to do that and that causes your first-year performance to slack but then you get to the second year and now you've got a better tenant based on what you started with and your second year outperforms. And then, by the time you get to year 3 everybody's forgotten how bad year one was and you've got a higher income than you projected and you sell and you actually beat your projections. You have other times where right straight out of the gate, you're beating your projection. We had this one property where the day we took over, the new managers went into the office like literally an hour after closing. And every time a new prospect walked in the door, we increase the asking rent $25. And we did that all day long until somebody said no. I think, by the time we were finished, it was like a $125 increase from where it was five hours earlier. And that property really outperformed in the first year because we had so much more robust renewal and lease rates than what we had forecasted. So you're never going to get it exact, you're always going to be wrong. But the point is, can you underwrite it accurately enough to make a good decision on whether or not you want to be involved in that asset, to begin with? And then, how well can you execute and can you outperform that projection? And we've kind of intentionally design our pro formas so that we can outperform them. It's just a much easier way to operate and we don't always do that, especially in the first year, it can be tough on some assets but generally speaking we tend to outperform. And by the time the property is stabilized, we're usually stabilized at a higher income than we projected. All the deals that we've exited, we've exited and delivered a higher rate of return and a higher multiple than what we had projected to achieve so all in all, we have a really good track record. But you just can't track a track record month by month or quarter by quarter, you don't really get your report card until you're about two or three or four years in. James: Correct, especially in value-add deals. I mean, you're absolutely right. You just do not know what you're getting into until after a couple of years. So, what are the tools that you use to do asset management? Because I mean, you are you are an operator right so there should be a lot of tools that you use to monitor the rent growth or the rent increase, the expense reduction; what are the things that you track and what are the tools that you use to track them? Brian: Well a couple; we use a software platform called Real Page which is a property management software platform, an enterprise-grade management platform that is used for generally, people think of Real Page, they also know it as one site. James: Yeah, it's a property management software, right? Brian: Yeah. It's a property management software usually think of it as a way to track your tenants and book your rents and that sort of stuff but it's an enormously powerful tool. And one of the things that they have as part of that package is a package called, oh, shoot, now, I forget what it's called; let me let me look and see how I saved it here, it's called like asset something or other. Business Intelligence, see how intelligent I am, I forgot that it's even called, Business Intelligence. And so the Business Intelligence model what it does is, it gives me a dashboard or I just login; I can see on a dashboard, occupancy, the leasing velocity, the number of visits to every property in our portfolio on one dashboard at a class, including with graphs and everything. So I can just pop that up and I can see what's the occupancy property, how many people walked in and asked for a tour? How many of those closed and signed a lease? What's the least rate that we've been leasing out lately? What was the lease rate we had a year ago? I can make comparisons then and then every week it automatically emails me a detailed report showing me a number of different yardsticks that I can measure performance. In addition to that tool, we also take our quarterly performance and model in a comparison spreadsheet next to our expected performance. So we'll take each and every quarter out of the acquisition model we have, what did we think we were going to get in gross potential rent and how much are we going to lose the vacancy loss and what we're going to spend in utility bills? And we input our actual performance next to that and we can compare how we did with how we thought we were going to do and we can report that to our investors. So we kind of take both of those two platforms and also that gives us a little bit inside, where do we need to improve? You know, jeez, we really missed the mark on vacancy loss so we need to get on a drive to push occupancy and oh, by the way, we didn't spend the entire budget on marketing so maybe if we spent more money on marketing we'd have less vacancy. So those kinds of things, you can see that stuff kind of in real time as it happens. James: Wow! But this is assuming the real pitches, you're assuming that all your property management companies are using Yardi systems as the property Management tool because that's basically integrated with that. Brian: Yardi is a different system than Real Page so that's a competitor. It's similar, but it's a competitor product but we own our own management company. So, we are the management company, we have that in place at all of our properties. James: But do you use a specific property management software to use Real Page? Brian: That is it. James: Yeah, so basically, you're using one site. Brian: One site is real Pages product; it's all kind of part of the same enterprise software platform. James: Okay. So what do you do when you see certain properties not recovering from its bad performance? Brian: You get to work. So we had one like this in Houston, Texas, it was kind of interesting. It was performing great and all sudden hurricane Harvey came in and it created a lot of chaos in the city. And at first, we thought it was actually going to be beneficial to us. So a lot of units, not on our property, but outside of our property were destroyed by the hurricane and we thought, all these units are going to come offline, those people are going to need to find someplace to live, that's going to drive occupancy, it's going to drive rent growth. Historically when you looked at past hurricane events, you saw that happen like in Katrina; rents went up 30% so we expected it was actually going to help our performance. But instead, what happened is we found that a lot of the apartments that were destroyed were in really, kind of subpar neighborhoods or bad neighborhoods or just lower-income neighborhoods or however you want to characterize it and those residents were coming to our sub-market to rent. And a lot of them weren't paying, they were skipping out; it just turned into a complete disaster and we noticed delinquencies sky-rocketing, we noticed vacancies increasing. To combat vacancies, we would offer concessions and that brought concessions up and then marketing expense went up and it caused the whole thing to perform below expectations. So, what we had to do was, we had to try every experiment in the book and you try this concession. Like maybe you give half off on the second month and then maybe you try a month free or maybe a try waiving the security deposit or then you try waiving the admin fee. I mean, just a variety of different things trying to throw things against the wall to see if any of them stick and none of them did. We literally tried everything there was and nothing got us over the hump. Finally, I said we have to do something that nobody ever wants to do and it's probably maybe even never heard of. James: What is that? Brian: We're going to lower the rent. And it's funny, I used to go to some of these like Guru seminars and stuff and they're like, "The great thing about owning apartments is that the rents always go up. When was the last time you ever saw someone lower rent?" And I'm here to testify that sometimes rents do go down and we tried that and we lowered the rent. We found that there were two floor-plans that were really contributing to the majority of our vacancy and we lowered the rent on those two floor-plans by $50. And lo and behold, within six weeks, we had the property back up to our projected occupancy; delinquencies plummeted, literally plummeted by about 75% and the property was tracking back on track within six weeks. And now that we did that, we can start walking the rent back up and over time, we'll get it back to where it was and it only affected a limited number of leases that we signed but the strategy works. So sometimes you have to get creative, you have to think outside the box, you have to do things you don't want to do but part of being an operator is improvising and trying to make the best decision to right the ship. Yeah, that decision sometime maybe difficult. James: Yeah, I mean, I've done it as well. I look at demand based on square footage and floor plans as well and sometimes, you may have been wrong. So now when you look at the data demand-supply analysis, they are sometimes you realize okay that particular floor plan is too highly priced so you need to reduce that. So I've done it quite a number of times and it's a balance. Some floor plans might be over-performing and compared to what you thought and some could be lower in performance and the data will tell you. Brian: Yeah. James: So, for example, we talked about what are the markets that you look for to acquire deals, right? So what are the criteria for market do you look for when you think that I should start selling in this market? You've maybe done that before. Brian: Yeah. We haven't really done a coordinated Exit Plan for many markets, generally, so far, knock on wood, we've been lucky enough to just maybe get out of markets before that happened. We have a business plan for each asset, we try to accomplish that business plan and sell when we had planned to sell it. If we decide, this market isn't performing quite the way we want, we're not necessarily going to go into a fire sale, but we'll stop buying in that market and then over time, we'll just have a [44:48inaudible] we sell off properties and we're not buying additional properties, we're net sellers in the market; eventually, we're out of that market completely. We've definitely seen some sellers will do a portfolio sale and go like, you know what, we want out of Kalamazoo; take all the properties and put them all in the market in a big portfolio and we're done and you could certainly do that. At this point, with the size of our portfolio, the lower 2000 units, we're not in a position where we would say we want to do a wholesale exit of a market and do a portfolio sale so we haven't done that type of analysis yet. James: That's good. And why did you choose to have a vertically integrated structure? Brian: As opposed to third-party management; so we started out with third-party management, I think most owners do. We had property management companies in each of the local markets where we invested managing those assets in those markets and that works fine, nothing wrong with it. But as we grow, having vertical integration allowed us to bring more of the control in-house, it allowed us to combine systems, we had better access to Asset Management tools, like the Business Intelligence I was telling you about, where I can log into my dashboard and see how all of our assets are performing, that's difficult to do if you've got a hodgepodge of different third-party managers in charge of properties in different areas. So this allowed us to to get that internal control over our data, our accounting, centralize everything and also really one of the big drivers was we were looking for institutional Capital Partners who could bring significant amounts of capital into our Acquisitions. And, generally speaking, those institutional capital groups have discovered that vertically integrated companies perform better and so many of them have a preference to funding joint ventures with groups that are operators that are vertically integrated. And so in order for us to have the best chances of attracting those kinds of Partners, we needed to have that vertical integration and we did it. James: I didn't know that institutional guys likes vertically integrate. I mean I presume is one neck choke, right? That's what I always say. Brian: Yeah. That's a great way to put it. James: So have you started working with the institutional partners? Brian: We have yeah, we've done a few deals with some institutional partners and it's certainly helped us fuel our growth. James: Okay. That's good. And in terms of value-add, what do you think is the most valuable value-add? Brian: The most valuable value-add. Wow, that's [47:44 crosstalk] James: If you do these few things... Brian: Yeah, sometimes 20% a year effort will get you 80% of the result. James: Yeah. Brian: Yeah, that's true, that's a great question. I don't think I've ever been asked that one before. The challenge of it is that it really varies depending on the property. You can have some properties where you can just literally walk in the front door and create an enormous amount of value just by walking in the front door. A good example is that one I told you about a while ago, where literally the day we took over we raise rents $25 every time a prospect walked in. Just managing correctly and understanding your market. I mean, we got 50% of our rent lift without spending a dime on that property the very first day and so that is a tremendous amount of added value is just proper management. But generally speaking, where we find most of our value is in doing interior renovations and taking an older run- I wouldn't say rundown- let's call them dated interior finishers and transformed into a more modern appearance; it goes a long way to getting additional value out of that property and actually the residents feel better about it. They don't feel so good when they found out that you just rented $25 more of the rent than the last guy just because they were the next one to walk in the door; that doesn't necessarily make them feel like they got some value right? But in exchange, if you can show hey, look what we've done to the interior of this unit; it's got new flooring and new countertops and new fixtures and appliances and they see that there's actually value of that extra dollar that they're spending, then it's kind of a two-way street of adding value. Where you've added additional income which is added value to the real estate but you've also added value for the resident and they feel as though they've gotten something out of the transaction as well. James: So what are the top three things inside the interior units that you think is the biggest bang for the buck? Brian: The biggest bang for the buck is probably kitchens and bathrooms so appliances, countertops, and fixtures are the biggest ones. James: Okay, that's very good. I mean, there could be a lot of people, I mean, I know right now the market is so hot, there so many gurus going around telling multifamily is one of the hottest real estate asset class to do even though they don't tell how difficult is it to manage multifamily, right? Brian: No, that would drive people away. They wouldn't buy the course if they say [50:17 inaudible] James: Yeah, you can do all kind of selling when the market is hot, but when things turns around, it's a whole new landscape right out there. Brian: That is true. James: Yeah, one of the top five advice that you would give to people who want to start a multifamily? Brian: The top advice; I would say first is to start with a size that you can execute on. So a lot of times I hear people go, hey, I just ripped my first house, I want to go buy a 200 unit apartment complex. It's probably a little too soon; set your goal a little bit lower, get some experience doing some smaller assets, prove yourself, survived that and then move to the next level. I heard it said that success is an escalator, not an elevator and you got to do it one step at a time, you don't just go straight to the top. So I think that's probably the biggest piece of advice thing. Most people, they try to go too big, too soon and give up. James: So you think they should be starting slowly, learning how the whole real estate process works. Where you buy under the market and you start to renovate it and you start to increase the value, I guess, the whole transaction process, right? Brian: So I think you gotta start wherever you can execute. If you've got 20 million dollars in your bank account, you can start at a different point than somebody that has 20 dollars in their bank account. So I think you can start wherever you can execute and just make sure you just don't put yourself into getting yourself in over your head. James: Yeah. Yeah, that's crazy. I know it's a lot of people thinks that they can buy 100 units. I mean just because syndication has become popular nowadays, and there's a lot of capital, able to pull money and there's a lot of clubs, pulling the money is become so much easy; so much Facebook group so many Gurus out there telling that you can start with 100 plus units, right? And everybody's jumping into trying to be an asset manager and they don't realize how complex the business is and that's a bit scary. Brian: Yes, I agree. James: Yeah and then advice for newbies that you think that they should know? Brian: Just be ready for it to take a while. I didn't buy my first large multifamily property until I've been in this business for like 15 years. So, you gotta just pace yourself and not get too wound up in whether or not it's moving fast enough for you, it will happen in time; just be patient. James: And just another question before I forget; so in terms of buying and selling real estate, I mean, do you believe in buying whole forever or do you buy and hold until the gas is out from that property or do you like to flip properties within a couple of years? Brian: Well, I think I believe in all of that, it really just depends on what your strategy is. I have some properties in my personal portfolio that I've owned for a decade or longer and I might own the rest of my life and they're not particularly great properties, there's nothing special about them but what I do know, is that in about 10 more years, they'll be completely paid for and that rent can provide me with a retirement income even if I did absolutely nothing else, I know that that's there. And so it serves a specific purpose so that's the 'buy and hold forever' approach and it's serving a very specific purpose. Now, I wouldn't go and raise money from a bunch of investors with the thesis that we're going to go buy some property and hold it forever, that just doesn't work. When you're investing money for others, you have to be sensitive to the fact that they want to know that they're getting the highest returns. They want to know when they're going to get their money back and they want to know what the business plan is going to be an 'buy and hold forever' really isn't the plan. It's you're buying it and setting it and forgetting it; there's no active component to buy and hold forever. So if you're going to raise money from other people to invest in real estate, I think that you make the most improvements that you can to the asset, you increase the income as much as you can and then at that point, the hold cycle reaches this inflection point. Where it's no longer about you and what you can do, it's now up to the market. And when we reach that inflection point, to me, that's a great time to sell and we can get out, recapitalize our investors and we can do it all over again and we never have to rely on the market, we can always rely on our execution. James: Okay, that's a good point. So do you have any funny stories that you have? I mean, as an operator you would have seen a lot of funny stories by tenants, right? You want to share a couple or one or two? Brian: Oh geez, I'm terrible at remembering stories. It's like, they're always funny when they happen and then you laugh about it and then afterward, you move on so gosh! I'll tell you another thing is once you think you've seen it all, you haven't seen it all; there's always something that comes up and says, hey, this is new. We certainly had plenty; we've had all kinds of interesting things happen in the 750 something properties that I've acquired over the years, every one of them has a unique story. It's just that after having done so many of them, I don't even remember them anymore. James: Okay, that's fine. So, hey, Brian, thanks for coming onto the show. And can you tell our listeners, where and how can our listeners reach you? Brian: Yeah, sure. Thanks for having me on the show, by the way, James. I appreciate being here and the best place to find me, it's really two places where you're going to find me. One is going to be on biggerpockets.com. I'm on that website, we're answering people's questions, contributing to the forums and that sort of stuff. So I've written for their blog so I get around on there so that's one place where people can find me. Another is through our website, the Praxis Capital website, which is, praxcap.com. James: Okay, I'll try to put that into the show notes as well. And yeah, I mean thanks for coming online and talking to me and our audience. I presume you have gone into a lot of details and my main motivation in doing this podcast is so that we can listen to some podcasts and learn a lot of things. I mean, a lot of podcasts has been too much into a marketing material and I think as you go deeper into the multifamily asset class that's so much of details that an operator can give and that's what are the most important thing that I want to bring into this podcast. And, hopefully, everybody learned something today and thanks for being here. Brian: And thanks for having me, James.
Vinay Seth Mohta is Managing Director at Manifold, an artificial intelligence engineering services firm with offices in Boston and Silicon Valley. Vinay has helped develop Manifold’s Lean AI process to build useful and accurate machine learning apps for a wide variety of customers. During today’s episode, Vinay and I discuss common misconceptions about machine learning. Some of the other topics we cover are: The 3 buckets of machine learning problems and applications. Differences between traditional product development and developing apps with machine learning from Vinay’s perspective. Vinay’s opinion of what will change as a result of growth in the machine learning industry Maintaining a vision of a product while building it Resources and Links: CRISP-DM Ways to Think About Machine Learning by Benedict Evans The Lean AI process Vinay Seth Mohta on LinkedIn Big Data, Big Dupe: A little book about a big bunch of nonsense by Stephen Few Quotes from Vinay on today’s episode: “We want to try and get them to dial back a little bit on the enthusiasm and the pixie dust aspect of AI and really, start thinking about it, more like a tool, or set of tools, or set of ideas that enable them with some new capabilities.” “We have a process we called Lean AI and what we’ve incorporated into that is this idea of a feedback loop between a business understanding, a data understanding, then doing some engineering – so this is the data engineering, and then doing some modeling and then putting something in front of users.” “Usually, team members who have domain knowledge [also] have pretty good intuition of what the data should show. And that is a good way to normalize everybody’s expectations.” “You can really bring in some of the intuition that [clients] already have around their data and bring that into the conversation and that becomes an almost shared decision about what to do [with the data].” Episode Transcript Brian: We got Vinay Seth Mohta on the show today. I’m excited to have you here. Vinay’s maybe a little outside the normal parameters of who we planned to have as a guest on designing for analytics but not entirely. He has an engineering background but he’s done a lot of stuff in the product management space as an executive. Correct me if I’m wrong. You’ve been at MathWorks before, you worked on search at Endeca Technologies, and you were at Kayak, which is one of my favorite sites, actually, for booking travels. I’m sure everybody listening has probably touched Kayak at some point, and you were a product manager there, correct? Vinay: That’s correct, yup. Brian: Okay, and I know you did some healthcare. You were a CTO at Kyruus, and now, you are a Managing Director of Data Platforms at manifold.ai, which is a services company that works on data science, machine learning projects, and artificial intelligence. Is that correct? Vinay: That’s right, yup. Brian: Tell us a bit about what Manifold’s doing and what you’re doing there. Vinay: Sure thing. Manifold, as an organization, is an AI consulting company, as you mentioned. More importantly, we unpack AI into […] really focusing on data engineering, data platforms, getting your data ready, and then also building machine learning models and getting all of that put together into either an internal-facing or an external-facing product. So, I’m looking forward to talking a lot more about that. As a company, we largely work with Global 500 organizations and also a spectrum of organizations. Sometimes, I actually get down to fairly early stage startups, where they’re looking for very specialized help in a particular area like Computer Vision, for example. We are largely a team of experienced product folks and engineering folks who’ve worked at both large organizations like Google and Fullcom as well as venture-backed startups like some of the companies you’ve mentioned in my background. Brian: What kinds of projects are people coming to you guys with? Obviously, the whole AI machine learning thing is a pretty active space right now. Everyone’s trying to jump on to that and you got to invest in this. What kinds of projects are you guys doing? Vinay: That’s a great question in terms of the different places and the different motivations people have when they come to us. I try to demystify AI right from the first conversation. Particularly, when we’re talking to executives, which we often do, we want to try and get them to dial back a little bit on the enthusiasm and the pixie dust aspect of AI, and really start thinking about it more like a tool, or set of tools, or set of ideas that really enable them with some new capabilities that also can be thought of, and what I at least see as some more traditional product development spectrum. That’s really what I like to use to frame where customers are when they come to us. By the product development spectrum, I mean there is a starting point of what are the right questions to ask and what are the right types of business strategy questions I should think about, go to market-type questions that might be relevant to consider. Some customers that we’ve talked to are starting all the way back there. There are folks who’ve answered that question for themselves, and now, they’re actually starting to think more actively about what are the product-related areas I want to invest in based on my overall business strategy, what are some of the technology approaches I can take. Machine learning is not always the right answer for a pretty business problem and then really getting into more of the actual design and architecture pieces, and then the hands-on keyboard of actually building, and then deploying data engineering, related data pipelines, or machine learning models, for example. We’ve really seen clients come to us at all different phases. The parts we generally like to focus on start from the product strategy, technology strategy-type conversations, going all the way to building and delivering software and machine learning models that are going to get deployed into production. So, that’s really our zone of focus. Brian: If I could take it back for one second, you said pixie dust and I thought that was funny. But I also get what you’re saying in there. Do you think, as consultants and service providers working in the space—I work on the design side, you’re working a lot on the engineering side and the data science side—are we propagating the wrong thing when we say artificial intelligence and in the analytic space, the term big data? Stephen Few just wrote a book, I think last year, they called Big Data, Big Dupe. I tend to agree with it. There’s a lot of marketing hype surrounding the term. No one can really even define what makes it big versus regular. Do you think we have to stop using that as that? Does it matter what we call it? I feel kind of silly every time I say “AI” because it has such a loaded meaning to people that maybe don’t know as much about it. What do you think about that? Vinay: I generally agree with the spirit of your question, which is, it’s just good to use words all of us understand that map to things that we can touch when we type with our keyboards and things like that. So, it’s very helpful to talk about software engineering as oppose to AI for example or a machine learning model. I’ve also come to terms with the fact that there is a massive marketing wave that is much larger than what you or I choose to do and I think that creates the context that someone is coming into a conversation with us. When they enter the conversation, they already have some of that context. So, what is more important for us to focus on, as opposed to the specific choice of words, is really taking where people are starting in a known context and then walking them into either a world where we feel we can have a much more real conversation with the types of things that are grounded and the actual work that we do. A lot of people are uncomfortable with terms they don’t understand but they believe they’re supposed to continue using them and they should understand them, et cetera. I also find the other thing that’s nice about taking in marketing term but then really almost using it as an educational opportunity when you’re unpacking those terms. People start to feel more comfortable that, “Oh, okay. These things can be mapped into things I understand,” and then being able to use some much more effectively. At least, in our conversations with them, we have a shared vocabulary. I often bucket those conversations under recognizing that this is a marketing term. “Let’s talk about what you mean by AI and let me unpack what I mean and make sure we have a shared vocabulary.” I think there’s some nice ways to undo the marketing hype in more intimate settings, but at a larger scale, I had found that anytime I try to fight the marketing, the five-year macro trend marketing term, people mostly say, “Oh, you don’t do anything related to that and you do this after-effect.” And it’s like, “What? No, no, no. That’s not what I meant.” I think we have to pick our battles. The other thing which I always have mixed feelings about but it does feel like—and I’ve seen this with several of the major technology trends over the last two to three decades—is that it does motivate organizations that traditionally wouldn’t look at technology as enabling components of their business strategy. It does force them to at least take a look, revisit new ideas that may have been scary before. But now they feel like, “Oh, well, let’s at least take a look because it seems everybody else is getting some value from it.” It does at least stir up things inside organizations where you get some creativity going and people are willing to at least step out of their day-to-day and take a look. I’m definitely not a hype person in general, but it does seem to serve at least some positive purpose in that sense. Brian: I kind of see it—we’ve joked about this in the past offline—like there’s a new hammer at Home Depot and everyone’s racing out to go buy this tool but not everyone knows what it does. It’s just, “I got to have one like everyone else. It does everything.” On that thought, of the ten people, ten clients that come in, what role would your typical client be? And of ten of those, how many of them have either unrealistic expectations of like, “Hey, we want to do this grand project with AI and machine learning to do X,” versus, “Hey, we want to really optimize this one part of our supply chain,” or, “We want to do…” something very specific that’s been thought of in terms of either products or service offering or an internal analytics thing where they want to actually apply an optimization or something like that. How many had fallen to the “educated versus maybe less educated,” in terms of what they’re asking for from you? Vinay: I would probably say order 20% to 30% of folks are in that bucket of, “I have a very targeted need. I know exactly what I want to get out of this state of pipeline. I have this other data pipeline I’d like you to work with to put the whole thing together,” or, “I need a specialized machine learning model that will help me segment some of my customers into more fine grain way for this very particular use case,” things like that. Those tend to be organizations that already have a software engineering capability. There’s some data for other business problems already and they either need more help than they have in house or they need some kind of specialized help. So maybe, they have largely done more structured data marketing-related use cases and now, they want to do more natural language-related or in a different area. They generally have a fairly good feel of the landscape and they know how our work would plug into their work. There is probably roughly 50% of what we get as more where we get people who are VPs of Technology, VPs of Product. They understand operations in a pretty meaningful way. A line of business leader who has a meaningful business case in mind, so they already have one or more business problems in mind that they think will be compelling. They want to know, is this a good fit for a machine learning or not? What would be required to actually get to even trying out machine learning? I would put those folks in the bucket that they have thought through some of the business strategy related, sort of going back to that spectrum idea of starting from business strategy all the way to shipping something to production. I would say they are more in the product and technology strategy bucket where they want to figure out, “I don’t know what I have in the rest of my organization, but I know we have some software, we have some data based on running a website for the last four years, whatever else, or some other kind of operational system. I’d like to figure out if we could use machine learning in some way to do something predictive, for example to improve how a call center handles inbound calls and prioritizes some of the tasks.” There are cases where people have much more thought through use cases in mind, but they don’t have the expertise on: What is the data pipeline? What data do I actually need from machine learning? Have I actually ever built and deployed a model before? They’ve usually not have done that. There’re a lot of folks in that bucket. And then, the third bucket is the remainder, which is really people are starting more in the business strategy side, where they’re saying, “Oh, we’d really like to have an open-ended conversation. Our CEO has a five or ten-year vision around transforming our core business and how we service our customers.” I’ve talked to folks that are in much more traditionally industrial businesses like paper processing, for example, or staffing, or more instrument manufacturing, or other types of manufacturing. Those kinds of areas, there is really this historical model of hardware or some other service that gets provided as opposed to Software as a Service. I think everybody is interested in some kind of move to a subscription model and also some understanding of what is the relevance of these technologies. But they are not at the stage where they’ve identified a particular business case or a use case. Brian: If I’m a product manager or someone that’s in charge of bringing ROI to data within my company, say I’m not a technology company, should I be looking to make an investment in a place where maybe it’s more of a traditional analytics thing or maybe I have humans doing eyeball analysis, making decisions about insights from the data, and then saying, “Okay, what we’d like to do is actually see if we can automate this existing process. So, it’s like A, B, C, D, E, F. We want to swap out stage D with a machine learning solution to free those people to do other work”? Or is more like, “We have this data we’re sitting on. Hey, we could train it and do something with it. We’re not doing anything with it right now.” Is there a strategy or some thinking around one of those maybe being a more successful project to take on, any thoughts? Vinay: I think that’s a great way to pose the question because one of the things I would think about as with any new effort in an organization, is that you want to be successful as the person who’s bringing in some new technology or new approach, whether it’s process or people or technology. I think really having a lower risk, a smaller bite at the apple in some sense to get your first success on the board, and then starting to build on that nucleus would definitely be the way I would think about get it going. There may be different situations where, as a leader of a large organization, you really have a directive to be more transformative and that can be a different type of conversation. But as I’d think about somebody who’s in a product role at—let’s call it just for the sake of brevity—a non-tech organization, I think starting with a smaller project where you can get people used to the idea that you could do more with data, it’s not that scary, it’s like another tool, it’s like buying another piece of software and doing some training around it and those kinds of things, then it gives you a success that you can build on and people around you start to have some familiarity with it, where you get less resistance the next time you go and do some things. I think of the overall change management challenge would frame the choice of project in some ways than not. One of the other frameworks I would use also, Ben Evans from Andreessen Horowitz, recently wrote a really nice blog post about how people can organize their thinking around applications of machine learning. The core of the framework is, there are three buckets in which you can think of the problems and potential applicability of machine learning. The first one, actually, falls very much into exactly the example you gave where I might have an analyst working with existing data, etcetera. That’s ‘a known data, known questions’ bucket. So, you have a set of data already available. You have a set of questions your analysts ask every day. Maybe they’re eyeballing it. Maybe they’re running a simple linear regression or something. What’s nice about applying machine learning in that case is it’s literally like, “Oh, you have a mallet. Here I have a stainless steel hammer. Let’s see what happens if I apply my stainless steel hammer.” It’s relatively easy to get set up to do it. Our organization who knows roughly what’s already involved with that data, the semantics of the data. It’s clean enough that you could probably start working with it. It gives you a relatively easy pathway into trying out machine learning. Just saying like, “Oh, we got 50-basis point lift just by applying this new tool, without really changing anything else.” That’s one bucket. The other two buckets, I definitely encourage folks to read the article, to put in the show notes or something. The other two buckets are ‘unknown data, new questions,’ and then the last one is ‘new data, new questions.’ Just to give you a placeholder for what the last bucket is, those are opportunities that you might be able to apply computer vision or put new sensors in a particular environment. So, gathering entirely novel data streams, unmasking new questions. There’s a handful of organizing ideas like this. We generally suggest a few different articles and I am definitely happy to offer those for the show notes as well, if [you’re looking for 00:17:27] different ways to organize their thinking around approaching machine learning problems. Brian: Great. Yes, I’ll definitely put those links into the show notes. Thanks for sharing those. Also, a follow up to that. Once you’re into a project, what are some of the challenges around for projects that have user interface or some kind of user experience that’s directly accessed? Are there challenges that you see your clients having with getting the design right? Are there challenges about getting the model and the data science part right or getting it into production? I heard a lot about this at Strata Conference that I was at in London, that they’re talking a lot about you can do all this magic stuff with your data sciences in the PhDs. But if they don’t know how to either help the engineers or themselves get that code into a production environment, it’s just sitting in a closet somewhere and it’s never going to really return value. Can you talk about some of the design and the engineering challenges that you might be seeing? Vinay: I’m assuming most people listening to the podcast are familiar with traditional product development processes, design iteration, and so forth. What I’ll offer here is the difference when you start thinking about data and machine learning. We have a process we call Lean AI and what we’ve incorporated into that is this idea of a feedback loop between a business understanding, a data understanding, then doing some engineering—this is the data engineering—then doing some modeling, and then putting something in front of users. The major part here is that, you may have a particular idea around what the ideal user experience might be. But then as we start to get into the data, as we start trying different modeling techniques, we might either surface additional opportunities that there may be something compelling that the user could do in their workflow using what the model has surfaced. Or it may be that the original experience as envisioned is going to have to change because there is not enough predictive power in the data, or a data source that you thought you’d be able to get your hands on is just not going to be available, or things like that. So, there is an additional component to the [iteration 00:19:46] loop that you have to rely on, which is just what is in the data, how much can I get access to, and then some of the more traditional software engineering constraints. If it’s going to take six months to get that particular piece of data cleaned up enough such that we can actually use it, is there something lighter weight that we could at least get started with at something in front of users first, and then continue to refine and iterate over time? That’s probably the big difference in terms of traditional product development that just involves software engineering in apps versus working with the data and machine learning. There’s a little bit of just this science of what is possible inside of the data given the signal inside [00:20:27] datum. The engineering part is definitely, as you said, something that is talked less about historically and it sounds like, based on some of the things you’ve heard at Strata, that is something that is starting to change. What I’ve seen is that a lot of the tutorials, a lot of the content out there has historically been focused on, “Get your first model going,” or, “Take this particular data set and try out building a model or tweaking this or that.” In that sense, there’re also a lot of tools available for doing data science and data science exploration. It’s great that, exactly like you said, Brian, that somebody’s built a model that’s interesting. But one, if we haven’t built the rest of the product around it and then if we haven’t actually got that model to production; as I like to say, if at the end of the day somebody’s not pushing a button differently because of your model or pulling the leverage differently because of your model, it really doesn’t matter that you built it in the first place. That actually goes back to requiring engineering and product development type expertise as opposed to data science type expertise, which I feel a little bit more like traditional on science type disciplines where you’re doing experimentation. Brian: Do you get to the point where you’re midway through a project and just kind of like, “We’re not sure if we can do this,” or “The predictive power is not there”? I imagine you probably try to prevent getting into a situation where that happens. Is there a client training that has to go on if they’re coming to you too early? Like, “We’re ready to build this thing. We want to put a model to do X,” and you’re like, “Whoa.” How do you take them on like, “Come back to us in two months or when you guys have figured this out”? How do you take them on to make sure that doesn’t happen and they don’t spend all this money on hiring data scientist internally to work with you or on their own, or just you and not getting an ROI? How do you educate on that? Vinay: That’s again what we have incorporated into this Lean AI process where we’ve taken the spirit of Agile and some of the ideas around Lean startup, for example. There’s actually an old framework from the late 90s called CRISP-DM—it’s from the data mining community—and really, the idea in all of these things is tackling your big risks early and surfacing them. We take a similar approach where anybody can do this. But it’s getting an understanding of what is the business problem you want to go after and what is the data you have available. We call it a business understanding phase and a data understanding phase. During that phase of the data understanding, it’s really doing a data audit. Particularly, it’s an issue on large organizations. People think they have access to certain data but it may be that somebody in a different organization owns the data and they’re not going to give it to you. You sort of have the human problems that we’ve always had. Then there’s other parts which are, “Is there a predictive power in the data? Is the data clean?” Generally, the first thing we do is just apply a suite of tools that will characterize the data, profile the data, and help us get an understanding of what do we think is there. Usually, we work with clients, team members who have domain knowledge. They generally have pretty good intuition of what should the data show and that oftentimes is a good way to normalize everybody’s expectations. As an example, we’re working on one with an industrial client last year. In addition to sensor data coming off their devices, they also had field notes that people had entered when they were servicing some of the equipment. As we were working with their experts during the data understanding phase, the experts actually said, “You know what? I wouldn’t trust the field notes. People sometimes put them in and sometimes they don’t. The quality varies a lot across who put those notes in and what they put in there. So, let’s just not use that data source.” You can really bring in some of the intuition that people already have around their data and bring that into the conversation. That becomes an almost shared decision about what do we think we can try and get out of this data, what’s in the data, and do you guys agree that this data actually is saying what you think it should say? Those kinds of things. I would say, tackling big risks early is one of the major themes of what we do. The other part really comes from, again, the engineering approach that a lot of us have taken historically from our past experiences. [It’s probably 00:25:48] the best analogy I can do from their product management days is this idea of just doing mockups and doing paper mocks and those kinds of things before you get to higher fidelity mocks. There’s a similar idea in machine learning where we have this idea like, “Okay, get some basic data through your data pipeline. It doesn’t have to be perfect.” Then we build this thing called the baseline model, which is, “Yes, there are 45 different techniques you can use to build a machine learning model. Let’s take one of the simplest ones. Something like random forest where we know that’s not the best performing model for every use case, but it’s really easy to build. It’s really easy to understand at least out of your first version what the model is doing.” You can get some baseline of performance pretty quickly, which is, does it perform at 60% or does it perform at 80%? From there, you can start to have a discussion about, how much more investment do we want to make? Do we need to get more data in here to clean the existing data and transform it in different ways, explore different modeling techniques? Those kinds of things. I draw the analogy to some of the product development processes that we would follow if we were just doing software engineering project, which is, let’s get something built end-to-end then add more functionality over time, things like that and then take it from there. Brian: Regarding the projects you work on, are your clients , most of the time,the actual end users of this service or the direct beneficiaries, or typically, are they building something internally that will be used by other employees or vendors or their customers? How close to that is the person going to benefit from or use the service that you’re building? Vinay: I’m definitely not aware of all of our projects, but the projects I’m aware of and the ones I’m working on right now, they all have enterprise users. None of them are applications that are going to go out to end users. But nonetheless, the enterprise users are folks who are not technology people or not particularly specialized in data or anything like that. They are more folks who are executing on processes as part of a broader workflow. For example, it might be a health coach that is at a particular company, or it might be a call center employee, or it might be the maintenance and repairs center at an industrials company. It’s more internal users or if it’s external users, it’s still again enterprise users who are using a larger product. Brian: Do you ever get direct access to those when you’re working with your clients or typically, is your client the interface to them? How involved do you get with some of these like a call center rep or something like that? Vinay: It actually depends on the type of expertise that our client has. If they have a product owner and a product manager who’s fairly confident about their ability to interface with the end user, we might. Instead of them being part of the user feedback sections, as some of these models go in front of users, there may be at the beginning of a project, having a few conversations to understand the context in which particular operational data was gathered, or the workflow that might surround the model that we’re building, or the data pipeline that we’re building. We might have a few conversations. But again, if they have a strong product function already, we would probably be more isolated from that. If, on the other hand, there isn’t that much of a product function that is familiar with software engineering and product developments, some of these non-tech organizations, product managers, they are maybe much more hardware-oriented or they may not even have a product to roll, depending on the type of operation. There, we would be much closer to the end users understanding the use cases. We also want to partner with whoever is doing the product design and some of the other UX components as well. I would imagine that there’d generally be another partner of some sort. We’re interested in talking to the end users. But we’re definitely not the experts on product design and so forth. We’d expect somebody else to play that role. Either somebody like you where the client is partnered with another organization or individual, or they have capability internally. Brian: One place we think about lots of data, obviously, is in the traditional analytics space for internal companies or even information like SaaS products and information products. Do you see the capabilities of data science and machine learning that have really been enabled in the last few years? Primarily,what I understand is there’s more data availability. There’s more compute power availability. It’s not so much that the science is new. A lot of the science I hear is quite old. The formulas and algorithms have been around. It hasn’t been as feasible to implement them. Now that it is, do you see that traditional analytics deployments over time will start to leverage more and more like predictive capabilities or prescriptive analytics where there’s less report generation, less eyeball analysis? Say, in the next five years, 20% of traditional analytics capabilities will be replaced by more prescriptive and predictive capabilities because of this? Or is it really just it’s going to take a lot longer to do that? I imagine some of it’s just at the mercy of the data you have available. You can’t solve every problem with this, but do you see an evolution happening in that data? Is that making sense? Vinay: Yeah, absolutely. You’ve hit upon a really important idea. I’ll start my answer though taking a slightly different view, which is what is going to stay constant, and then we can talk about what is going to change. The part I found most exciting about business intelligence, analytics reporting, pick your category name, is when you can get it embedded into a workflow. The folks who are actually on the front lines making, running through a workflow, or going through a customer interaction or whatever, they actually have access to that data and they’re able to drive decision-making as part of their process. What we’ve seen in the last order of 20 years, is this continued increase of this notion of a data-driven organization, that people should have more access to data when they’re in these workflows and decision-making. Everything from things you’ve probably heard about, like insurance companies or telco companies, call center folks being able to offer you something if you’re going to turn, for example. An offer pop ups on their screen and they’ll able to give that to you. That’s a nice example where somebody’s actually using the decision-making as part of their production workflow. We’re just generally seeing more of that. So, no matter what, whether it’s prescriptive or descriptive, whatever else, I broadly see continued adoption of analytics and data in more workflows across a whole range of software products. I’m generally excited about that. I wish it would take less time but at least we’re continuing to make progress on that. I think what you hit upon is what’s going to change. I firmly believe we’re seeing this in name today but we’ll see this more in actual. The nature of the work itself in the future, there’s a lot of people who have the business analyst role today and organizations in their supporting different functions. Largely, I think of them as people who have a fairly deep understanding of the business. They generally live in Excel. They’re complete masters of Excel. They can build what-if models, they can do scenario-solving, they can do VLOOKUPs, and do all of those kinds of things in Excel. I think they’re going to get a whole additional set of tools. I tell people this and I’m going to go on the record here and suggest that, I’m almost imagining Excel 2020 is going to have a button that you can hit and you can say, “Here’s my data. Go try out 50 different models or 500 different models.” Excel will go off, ship your data to Azure, it’ll run a whole bunch of different models and come back and tell you, “Here’s the three that seem to fit your data best.” Really, the skill that you need at the end of the day, which is the skill you need today, is understanding the statistics of the data, having some intuition around the business and what’s going on around you, and then really being able to swap ends and these other statistical methods that we group under machine learning, being able to swap those in once those tools are mature enough for broader use in deployment. Because of that, I think yes, in the five-year timeframe, we’ll see the leading edge of more prescriptive analytics entering product workflows just like we’re now. I’d be curious about your opinion on this but I feel like we’re past the earlier doctrine more now in the mainstream phase of descriptive analytics entering some of the different products. Brian: Yes, maybe it’s fed Microsoft a little tip for how to improve their office lead down a couple of years from now. This has been really informative. Thanks for coming on. Do you have any single message or advice you’d give to data product managers or analytics leaders in businesses in terms of how they can design and/or deploy better data products in their organization or for their customers if they are like a SaaS or information provider? Any general tips you’ve seen or something you can offer them? Vinay: Maybe a handful of things just to run through it with different levels of applicability. One of them is that having a good business case, as the way we talked about earlier and taking on something small is definitely very helpful to build some success. Also, maybe squelch some of the visionary enthusiasm that people might have. In general, trying to feed some of the vision component while you’re trying to get a great concrete success on the board, is something just to keep in mind to get people excited about the potential and the future. That’s one bucket. If you have a vision in mind, one of the things your technology teams and your machine learning teams can do, and is something we definitely ask for when we do our engagements, while you’re solving a specific business case and a specific problem, you can do the work in a way that lays the foundation for longer term leverage on the work. So, if we build the data pipeline, we know that you have a specific two-year vision. We can actually start to lay some of the pieces even as part of that project to make investment towards that vision. While you should execute on smaller opportunities, you should also dream big. I think that’s one general thought. Another thing I’ve been starting to form an opinion around is that, to execute successfully on a product and execute data and machine learning component of a product, you have to have a ‘what’ in mind, like, “What is this product going to do with the data?” You need to have a product direction, product sense, product vision, whatever you want to call it to know what’s going to happen in the context of that product. Longer term, when you start to think about the context for these kinds of capabilities you need to think about organizational vision. For this product it may be that you did it with a couple of folks from another team that sat down the hall just to get something out the door. But then, really having an idea in the 18-month timeframe, do you want to build a software engineering organization? Do you want to build a data engineering capability? Do you want to have a data science team? Do you want to work with the finance team to maybe get a couple of business analysts over to a new team? I think really starting to contextualize your product vision with what’s your organizational vision, is important for the longer term picture and having clarity around that even as you tackle on the shorter term opportunities. Those are probably a couple of things that hopefully people find helpful. Brian: Yes, I definitely did. I was actually going to follow this up but it may be an unnecessary question. But one of the services that I’m often asked to come in with clients is to help them either envision a new product, something that they’re working on, and it’s what I call getting from the nothing to something phase where it’s a Word document of requirements or capabilities, features, what have you and getting to that first visual something. It sounds like you still think that that step, even if you don’t bite off the whole thing from an engineering standpoint, having an idea of your goal post about where a service might go that could incorporate some machine learning or AI technology, still is helpful and deploying a small increment of utility into the organization. Would you agree with that still? Vinay: Yes, absolutely. Even for the folks building their models or building your data pipeline to get the data cleaned up and usable, whether it’s for analytics or for your models, it’s really helpful to have that broader context as opposed to having a very narrow window into, “Oh, I need these three fields to be cleaned up and available.” If you can’t provide that broader context, I feel you end up with a lot of disjointed pieces as opposed to something that feels good when you’re done. I would definitely agree with that. Brian: Well, Vinay, thank you so much for coming on. This has been super educational for me and I’m sure for people listening as well. Where can people learn more about what you’re doing? I’ll definitely put the Ben Evans link and your Lean AI process that you talked about. So, send me those links. But where can people learn more about what you do? Vinay: Our website manifold.ai is definitely the best place to start. We have a few things about the type of work we do and some case studies as well as some background of our team. That would be helpful. In terms of my own time, I actually don’t spend that much time on social media. LinkedIn is probably the easiest place to find me. Generally, I post things there occasionally and definitely participate in some conversations there. It would be great to chat with folks there. Brian: All right, great. Well, thanks again and I hope to talk to you soon. Vinay: Thank you, Brian. I really appreciate it. It’s great conversation.
My guest this week is Brian Nosek, co-Founder and the Executive Director of the Center for Open Science. Brian is also a professor in the Department of Psychology at the University of Virginia doing research on the gap between values and practices, such as when behavior is influenced by factors other than one's intentions and goals. The topic of this conversation is how incentives in academia lead to problems with how we do science, how we can fix those problems, the center for open science, and how to bring about systemic change in general. Show Notes Brian’s Website Brian on Twitter (@BrianNosek) Center for Open Science The Replication Crisis Preregistration Article in Nature about preregistration results The Scientific Method If you want more, check out Brian on Econtalk Transcript Intro [00:00:00] This podcast I talked to Brian nosek about innovating on the very beginning of the Innovation by one research. I met Brian at the Dartmouth 60th anniversary conference and loved his enthusiasm for changing the way we do science. Here's his official biography. Brian nozik is a co-founder and the executive director for the center for open science cos is a nonprofit dedicated to enabling open and reproducible research practices worldwide. Brian is also a professor in the department of psychology at the University of Virginia. He's received his PhD from Yale University in 2002 in 2015. He was on Nature's 10 list and the chronicle for higher education influence. Some quick context about Brian's work and the center for open science. There's a general consensus in academic circles that there are glaring problems in how we do research today. The way research works is generally like this researchers usually based at a university do experiments then when they have a [00:01:00] result they write it up in a paper that paper goes through the peer-review process and then a journal publishes. The number of Journal papers you've published and their popularity make or break your career. They're the primary consideration for getting a position receiving tenure getting grants and procedure in general that system evolved in the 19th century. When many fewer people did research and grants didn't even exist we get into how things have changed in the podcast. You may also have heard of what's known as the replication crisis. This is the Fairly alarming name for a recent phenomena in which people have tried and failed to replicate many well-known studies. For example, you may have heard that power posing will make you act Boulder where that self-control is a limited resource. Both of the studies that originated those ideas failed to replicate. Since replicating findings a core part of the scientific method unreplicated results becoming part of Cannon is a big deal. Brian has been heavily involved in the [00:02:00] crisis and several of the center for open science is initiatives Target replication. So with that I invite you to join my conversation with Brian idzik. How does open science accelerate innovation and what got you excited about it? Ben: So the theme that I'm really interested in is how do we accelerate Innovations? And so just to start off with I love to ask you sort of a really broad question of in your mind. How does having a more open science framework help us accelerate Innovations? And I guess parallel to that. Why what got you excited about it first place. Brian: Yeah, yeah, so that this is really a core of why we started the center for open science is to figure out how can we maximize the progress of science given that we see a number of different barriers to or number of different friction points to the PACE and progress of [00:03:00] Science. And so there are a few things. I think that how. Openness accelerates Innovation, and I guess you can think of it as sort of multiple stages at the opening stage openness in terms of planning pre-registering what your study is about why you're doing this study that the study exists in the first place has a mechanism of helping to improve Innovation by increasing The credibility of the outputs. Particularly in making a clear distinction between the things that we planned in advance that we're testing hypotheses of ideas that we have and we're acquiring data in order to test those ideas from the exploratory results the things that we learn once we've observed the data and we get insights but there are necessarily more uncertain and having a clear distinction between those two practices is a mechanism for. Knowing the credibility of the results [00:04:00] and then more confidently applying results. That one observes in the literature after the fact for doing next steps. And the reason that's really important I think is that we have so many incentives in the research pipeline to dress up exploratory findings that are exciting and sexy and interesting but are uncertain as if they were hypothesis-driven, right? We apply P values to them. We apply a story upfront to them we present them as. These are results that are highly credible from a confirmatory framework. Yeah, and that has been really hard for Innovation to happen. So I'll pause there because there's lots more but yeah, so listen, let's touch on that. What has changed to make the problem worse? Ben: There's there's a lot that right there. So you mentioned the incentives to basically make. Things that aren't really following the scientific method follow the clicker [00:05:00] following the scientific method and one of the things I'm always really interested in what has changed in the incentives because I think that there's definitely this. Notion that this problem has gotten worse over time. And so that means that that something has has changed and so in your mind like what what changed to make to sort of pull science away from that like, you know sort of ice training ideal of you have your hypothesis and then you test that hypothesis and then you create a new hypothesis to this. System that you're pushing back against. Brian: You know, it's a good question. So let me start with making the case for why we can say that nothing has changed and then what might lead to thinking something has changed in unpacking this please the potential reason to think that nothing has [00:06:00] changed is that the kinds of results that are the most rewarded results have always been the kinds of results that are more the most rewarded results, right? If I find a novel Finding rather than repeating something someone else has done. I'm like. To be rewarded more with publication without latex cetera. If I find a positive result. I'm more likely to gain recognition for that. Then a negative result. Nothing's there versus this treatment is effective, which one's more interesting. Well, we know which ones for interesting. Yeah. Yeah, and then clean and tidy story write it all fits together and it works and now I have this new explanation for this new phenomenon that everyone can can take seriously so novel positive clean and tidy story is the. They'll come in science and that's because it breaks new ground and offers a new idea and offers a new way of thinking about the world. And so that's great. We want those. We've always wanted those things. So the reason to think well, this is a challenge always is [00:07:00] because. Who doesn't want that and and who hasn't wanted that right? It turns out my whole career is a bunch of nulls where I don't do anything and not only fits together. It's just a big mess right on screen is not a way to pitch a successful career. So that challenge is there and what pre-registration or committing an advanced does is helps us have the constraints. To be honest about what parts of that are actual results of credible confrontations of pre-existing hypotheses versus stuff that is exploring and unpacking what it is we can find. Okay, so that in this in the incentive landscape, I don't think has changed. Mmm what thanks have changed. Well, there are a couple of things that we can point to as potential reasons to think that the problem has gotten worse one is that data acquisition many fields is a lot easier than it ever was [00:08:00] and so with access more data and more ways to analyze it more efficient analysis, right? We have computers that do this instead of slide rules. We can do a lot more adventuring in data. And so we have more opportunity to explore and exploit the malays and transform it into things signal. The second is that the competitive landscape is. Stronger, right there are fewer than the ratio of people that want jobs to jobs available is getting larger and larger and larger and that fact and then competitiveness for Grants and same way that competition than can. Very easily amplify these challenges people who are more willing to exploit more researcher degrees of freedom are going to be able to get the kinds of results more easily that are rewarded in the system. And so that would have amplify the presence of those in people that managed to [00:09:00] survive that competitive firm got it. So I think it's a reasonable hypothesis that people that it's gotten worse. I don't think there's definitive evidence but those would be the theoretical points. At least I would point to for that. That makes a lot of sense. So you had a just sort of jumping back. You had a couple a couple points and we had we have just touched on the first one. Point Number Two about Accelerating Innovation Ben: So I want to give you that chance to oh, yeah go back and to keep going through that. Brian: Right. Yeah. So accelerating Innovation is the idea, right? So that's a point of participation is accelerating Innovation by by clarifying The credibility of claims as they are produced. Yes, we do that better than I think will be much more efficient that will have a better understanding of the evidence base as it comes out. Yeah second phase is the ability is the openness of the data and materials for the purposes of verify. Those [00:10:00] initial claims right? I do a study. I pre-registered. It's all great and I share it with you and you read it. And you say well that sounds great. But did you actually get that and what would have happened if you made different decisions here here and there right because I don't quite agree with the decisions that you made in your analysis Pipeline and I see some gaps there so you're being able to access the materials that I produced in the data that came from. Makes it so that you can one just simply verify that you can reproduce the findings that I reported. Right? I didn't just screw up the analysis script or something and that as a minimum standard is useful, but even more than that, you can test the robustness in ways that I didn't and I came to that question with some approach that you might look at it and say well I would do it differently and the ability to reassess the data for the same question is a very useful thing for. The robustness particularly in areas that are that have [00:11:00] complex analytic pipelines where there's are many choices to make so that's the second part then the third part is the ReUse. So not only should we be able to verify and test the robustness of claims as they happen, but data can be used for lots of different purposes. Sometimes there are things that are not at all anticipated by the data originator. And so we can accelerate Innovation by making it a lot easier to aggregate evidence of claims across multiple Studies by having the data being more accessible, but then also making that data more accessible and usable for. Studying things that no one no one ever anticipated trying to investigate. Yeah, and so the efficiency gain on making better use of the data that already exists rather than the Redundant just really do Revenue question didn't dance it your question you did as it is a massive efficiency. Opportunity because there is a lot of [00:12:00] data there is a lot of work that goes in why not make the most use of it began? What is enabled by open science? Ben: Yeah that makes a lot of sense. Do you have any like really good sort of like Keystone examples of these things in action like places where because people could replicate the. The the study they could actually go back to the pipeline or reuse the data that something was enabled. That wasn't that wouldn't have been possible. Otherwise, Brian: yeah. Well, let's see. I'll give a couple of local mean personal examples just to just to illustrate some of the points, please so we have the super fun project that we did just to illustrate this second part of the pipeline right this robustness phase of. People may make different choices and those choices may have implications for the reliability results. So what we did in this project was that we get we acquired a dataset [00:13:00] of a very rich data set of lots of players and referees and outcomes in soccer and we took that data set and then we recruit a different teams. 29 in the end different teams with lots of varied expertise and statistics and analyzing data and have them all investigate the same research. Which is our players with darker skin tone more likely to get a red card then players with lighter skin tone. And so that's you know, that's a question. We'll of Interest people have studied and then we had provided this data set. Here's a data set that you can use to analyze that and. The teams worked on their own and developed an analysis strategies for how they're going to test that hypothesis. They came up with their houses strategy. They submitted their analysis and their results to us. We remove the results and [00:14:00] then took their analysis strategies and then share them among the teams for peer review right different people looking at it. They have made different choices. They appear each other and then went back. They took those peer reviews. They didn't know what each other found but they took. Because reviews and they wanted to update their analysis they could and so they did all that and then submitted their final analyses and what we observed was that a huge variation in analysis choices and variation in the results. So as a simple Criterion for Illustrated the variation results two-thirds of the teams found a significant. Write P less than 0.05 standard for deciding whether you see something there in the data, right and Atherton teams found a null. So the and then of course they debated amongst each other which was analysis strategy was the right strategy but in the end it was very clear among the teams that there are lots of reasonable choices that could be made. And [00:15:00] those reasonable choices had implications for the results that were observed from the same data. Yeah, and it's Standard Process. We do not see the how it's not easy to observe how the analytics choices influence the results, right? We see a paper. It has an outcome we say those are what the those fats those the outcomes of the data room. Right, but what actually the case is that those are the outcomes the data revealed contingent on all those choices that the researcher made and so that I think just as an illustrative illustrative. So it helps to figure out the robustness of that particular finding given the many different reasonable choices. That one would make where if we had just seen one would have had a totally different interpretation, right either. Yeah, it's there or it's not there. How do you encode context for experiments esp. with People? Ben: Yeah, and in terms of sort of that the data and. [00:16:00] Really sort of exposing the the study more something that that I've seen especially in. These is that it seems like the context really matters and people very often are like, well there's there's a lot of context going on in addition to just the procedure that's reported. Do you have any thoughts on like better ways of sort of encoding and recording that context especially for experiments that involve? Brian: Yeah. Yeah. This is a big challenge is because we presume particularly in the social and life sciences that there are many interactions between the different variables. Right but climate the temperature the time of day the circadian rhythms the personalities whatever it is that is the different elements of the subjects of the study whether they be the plants or people or otherwise, yeah. [00:17:00] And so the. There are a couple of different challenges here to unpack one is that in our papers? We State claims at the maximal level of generality. We can possibly do it and that that's just a normal pattern of human communication and reasoning right? I do my study in my lab at the University of Virginia on University of Virginia undergraduates. I don't conclude in the. University of university University of Virginia undergraduates in this particular date this particular time period this particular class. This is what people do with the recognition that that might be wrong right with recognition. There might be boundary conditions but not often with articulating where we think theoretically those boundary conditions could be so in one step of. Is actually putting what some colleagues in psychology of this great paper about about constraints on [00:18:00] generality. They suggest what we need in all discussion sections of all papers is a sexually say when won't this hold yeah, just give them what you know, where where is this not going to hold and just giving people an occasion to think about that for a second say oh. - okay. Yeah, actually we do think this is limited to people that live in Virginia for these reasons right then or no, maybe we don't really think this applies to everybody but now we have to say so you can get the call it up. So that alone I think would make a huge difference just because it would provide that occasion to sort of put the constraints ourselves as The Originators of findings a second factor, of course is just sharing as much of the materials as possible. But often that doesn't provide a lot of the context particularly for more complex experimental studies or if there are particular procedural factors right in a lot of the biomedical Sciences there. There's a lot of nuance [00:19:00] into how it is that this particular reagent needs to be dealt with how they intervention needs to be administered Etc. And so I like the. Moves towards video of procedures right? So there is a journal Journal of visualized events jove visualized experiments that that that tries to that gives people opportunities to show the actual experimental protocol as it is administered. To try to improve it a lot of people using the OSF put videos up of the experiment as they administered it. So to maximize your ability to sort of see how it is that it was done through. So those steps I think can really help to maximize the transparency of those things that are hard to put in words or aren't digitally encoded oil. Yeah, and those are real gaps What is the ultimate version of open science? Ben: got it. And so. In your mind what is sort of like the endgame of all this? What is it? Like what [00:20:00] would be the ideal sort of like best-case scenario of science? Like how would that be conducted? So I say you get to control the world and you get to tell everybody practicing science exactly what to do. What would that look like? Brian: Well, if it if I really had control we would just all work on Wikipedia and we would just revising one big paper with the new applicants. Ask you got it continuously and we get all of our credit by. You know logging how many words that I changed our words that survived after people have made their revisions and whether those words changed are on pages that were more important for the overall scientific record versus the less important spandrels. And so we would output one paper that is the summary of knowledge, which is what Wikipedia summarizes. All right, so maybe that's that's maybe going a little bit further than what like [00:21:00] that we can consider. The realm of conceptually possible. So if we imagine a little bit nearer term, what I would love to see is the ability to trace the history of any research project and that seems more achievable in the sense that. If a every in fact, my laboratory is getting close to this, right every study that we do is registered on the OSF. And once we finish the studies, we post the materials and the data or as we're doing it if we're managing the materials and data and then we attach a paper if we write a paper at the end preprint or the final report so that people can Discover it and all of those things are linked together. Be really cool if I had. Those data in a standardized framework of how it is that they are [00:22:00] coded so that they could be automatically and easily integrated with other similar kinds of data so that someone going onto the system would be able to say show me all the studies that ever investigated this variable associated with this variable and tell me what the aggregate result is Right real-time meta-analysis of the entire database of all data that I've ever been collected that. Enough flexibility would help to really very rapidly. I think not just spur Innovations and new things but to but help to point out where there are gaps right there a particular kinds of relationships between things particular effects of predict interventions where we know a ton and then we have this big assumption in our theoretical framework about how we get from X to y. And then as we look for variables that help us to identify whether X gets us to why we feel there just isn't stuff. The literature has not filled that Gap. So I think there are huge benefits for that [00:23:00] kind of aggregate ability. But mostly what I want to be able to do is instead of saying you have to do research in any particular way. The only requirement is you have to show us how you did your research and your particular way so that the marketplace of ideas. Can operate as efficiently as possible and that really is the key thing? It's not preventing bad ideas from getting into the system. It's not about making sure that the different kinds of best things are the ones that immediately are through with not that about Gatekeepers. It's about efficiency in how it is. We call that literature of figuring out which things are credible which things are not because it's really useful to. The ideas into the system as long as they can be. Self-corrected efficiently as well. And that's where I think we are not doing well in the current system. We're doing great on generation. [00:24:00] We're General kinds of innovative ideas. Yeah, but we're not is parsing through those ideas as efficiently as it could decide which ones are worth actually investing more resources in jumping. A couple levels in advance that Talmud for Science Ben: that makes a lot of sense and actually like I've definitely come across many papers just on the internet like you go and Google Scholar and you search and you find this paper and in fact, it has been refuted by another paper and there's no way to know that yeah, and so. I does your does the open science framework address that in any way? Brian: No, it doesn't yet. And this is a critical issue is the connectivity between findings and the updating of knowledge because the way that like I said doesn't an indirect way but it doesn't in the systematic way that actually would solve this problem. The [00:25:00] main challenge is that we treat. Papers as static entities. When what their summarizing is happening very dynamically. Right. It may be that a year later. After that paper comes out one realizes. We should have analyze that data totally different. We actually analyzed it wrong is indefensible the way that we analyzed it. Right right. There are very few mechanisms for efficiently updating that paper in a way that would actually update the knowledge and that's something where we all agree. That's analyze the wrong way, right? What are my options? I could. Retract the paper. So it's no longer in existence at all. Supposedly, although even retracted papers still get cited we guess nuts. So that's a base problem. Right or I could write a correction, which is another paper that comments on that original paper that may not itself even be discoverable with the original paper that corrects the analysis. Yeah, and that takes months and years. [00:26:00] All right. So the really what I think is. Fundamental for actually addressing this challenge is integrating Version Control with scholarly publishing. So that papers are seen as Dynamic objects not static objects. And so if you know what I would love to see so here's another Milestone of this if we if I could control everything another Milestone would be if a researcher could have a very productive career with. Only working on a single paper for his or her whole life, right? So they have a really interesting idea. And they just continue to investigate and build the evidence and challenge it and figure, you know, just continue to unpack it and they just revise that paper over time. This is what we understand. Now, this is where it is. Now. This is what we've learned over here are some other exceptions but they just keep fine-tuning it and then you get to see the versions of that paper over its [00:27:00] 50-year history as that phenomenon got unpacked that. Plus the integration with other literature would make this much more efficient for exactly the problem that you raised which is we with papers. We don't know what the current knowledge base is. We have no real good way except for these. These attempts to summarize the existing literature with yet a new paper and that doesn't then supersede those old papers. It's just another paper is very inefficient system. Can Social Sciences 'advance' in the same way as the physical sciences? Ben: Ya know that that totally makes sense. Actually. I just I have sort of a meta question that I've argued with several people about which is do you feel like. We can make advances in our understanding of sort of like [00:28:00] human-centered science in the same way that we can in like chemistry or physics. Like people we very clearly have like building blocks of physics and the Builds on itself. And there's I've had debates with people about whether you can do this in. In the humanities and the social sciences. What are your thoughts on that? Brian: Yeah. It is an interesting question and the. What seems to be the biggest barrier is not anything about methodology in particular but about complexity? Yeah, right, if the problem being many different inputs can have similar impact cause similar kinds of outcomes and singular inputs can have multivariate outcomes that it influences and all of those different inputs in terms of causal elements may have interactive effects on the [00:29:00] outs, so. How can we possibly develop Rich enough theories to predict the actions effectively and then ultimately explain the actions effectively of humans in a complex environments. It doesn't seem that we will get to the beautiful equations that underlie a lot of physics and chemistry and count for a substantial amount of evidence. So the thing that I don't feel like I under have any good hand along with that is if it's a theoretical or practical limit right is it just not possible because it's so complex and there isn't this predicted. Or it's just that's really damn hard. But if we had big enough computers if you had enough data, if we were able to understand complex enough models, we would be able to predict it. Right so is as a mom cycle historians, right? They figure it out right the head. [00:30:00] Oxidizing web series righty they could account for 99.9 percent of the variance of what people do next and but of course, even there it went wrong and that was sort of the basis of the whole ceilings. But yeah, I just don't know I don't have a way to. I don't yet have a framework for thinking about how is it that I could answer that question whether it's a practical or theoretical limit. Yeah. What do you think? Ben: What do I think I think that it's great. Yeah, so I usually actually come down on the I think it's a practical limit now how much it would take to get there might make it effectively a theoretical limit right now. But that there's there's nothing actually preventing us from like if you if you could theoretically like measure everything why not? I [00:31:00] think that is just with again. It's like the it's really a measurement problem and we do get better at measuring things. So that's the that's that's where I come down on but I. How do you shift incentives in science? Yep, that's just purely like I have no good argument. going going back to the incentives. It seems to me like a lot of what like I'm completely convinced that these changes would. Definitely accelerate the number of innovations that we have and so and it seems like a lot of these changes require shifting scientists incentives. And so and that's like a notoriously hard thing so we both like how are you going about shifting those incentives right now and how might they be shifted in the future. [00:32:00] Brian: Yeah, that's a great question. That's what we spend. A lot of our time worrying about in the sense of there is very little at least in my experience is very distal disagreement on the problems and the opportunities for improving the pace of Discovery and Innovation based on the solutions. It really is about the implementation. How is it that you change that those cultural incentives so that we can align. The values that we have for science with the practices that researchers do on a daily basis and that's a social problem. Yeah, there are technical supports. But ultimately it's a social problem. And so the the near term approach that we have is to recognize the systems of rewards as they are. And see how could we refine those to align with some of these improved practices? So we're not pitching. Let's all work on [00:33:00] Wikipedia because that's that is so far distant from. What they systems have reward for scientist actually surviving and thriving in science that we wouldn't be able to get actually pragmatic traction. Right? So I'll give one example of can give a few but here's the starting with one of an example that integrates with current incentives but changes them in a fundamental way and that is the publishing model of registered reports. Sophie in the standard process right? I do my research. I write up my studies and then I submit them for peer review at the highest possible prestigious Journal that I can hoping that they will not see all the flaws and if they'll accept it. I'll get all the do that process me and I understand it anyway - journal and the P plus Terminal C and eventually somewhere and get accepted. The register report model makes one change to the process and that is to move. The critical point of peer review [00:34:00] from after the results are known and I've written up the report and I'm all done with the research to after I've figured out what the question that I want to investigate is and what the methodology that I'm going to use so I don't have an observed the outcomes yet. All I've done is frame question. An articulated why it's important and a methodology that I'm going to just to test that question and that's what the peer reviewers evaluate right? And so the key part is that it fits into the existing system perfectly, right? The the currency of advancement is publication. I need to get as many Publications as I can in the most prestigious Outlets. I can to advance my career. We don't try to change that. Instead we just try to change. What is the basis for making a decision about publication and by moving the primary stage of peer reviewed before the results are known does a fundamental change in what I'm being rewarded for as the author [00:35:00] right? Yeah, but I'm being rewarded for as the author in the current system is sexy results, right get the best most interesting most Innovative results. I can write and the irony of that. Is that the results of the one thing that I'm not supposed to be able to control in your study? Right? Right. What I'm supposed to be able to control is asking interesting questions and developing good methodologies to test those questions. Of course that's oversimplifying a bit. There are in there. The presumption of emphasizing results is that my brilliant insights at the outset of the project are the reason that I was able to get those great results, right, but that depends on the credibility of that entire Pipeline and put that aside but the moving it to at the design stage means that my incentive as an author is to ask the most important questions that I can. And develop the most compelling and effective and valid methodologies that I can to test them. [00:36:00] Yeah, and so that changes to what it is presumably we are supposed to be being rewarded for in science. The other thing that it changes in the there's a couple of other elements of incentive changes that it has an impact on that are important for the whole process right for reviewers instant. It's. When I am asked to review a paper in my area of research when I when all the results are there, I have skin in the game as a reviewer. I'm an expert in that area. I may have made claims about things in that particular area. Yeah, if the paper challenges my cleanse make sure to find all kinds of problems with the methodology. I can't believe they did this is this is a ridiculous thing, right? We write my paper. That's the biggest starting point problem challenge my results all well forget out of you. But the amount of course if it's aligned with [00:37:00] my findings and excites me gratuitously, then I will find lots of reasons to like the paper. So I have these Twisted incentives to reinforce findings and behave ideologically as a reviewer in the existing system by moving peer review to the design stage. It fundamentally changes my incentives to right so say I'm in a very contentious area of research and there's only ten opponents on a particular claim when we are dealing with results You can predict the outcome right it people behave ideologically even when they're not trying to when you don't know the results. Both people have the same interests, right? If I truly believe in the phenomenon that I'm studying and the opponents of my point of view also believe in their perspective, right then both want to review that study and that design and that methodology to maximize its quality to reveal the truth, which I think I [00:38:00] have and so that alignment actually makes adversaries. To some extent allies and in review and makes the reviewer and the author more collaborative, right the feedback that I give on that paper can actually help the methodology get better. Whereas in the standard process when I say here's all the things you did wrong. All the author has this to say well geez, you're a jerk. Like I can't do anything about that. I've already done the research and so I can't fix it. Yeah. So the that shifts earlier is much more collaborative and helps with that then the other question is the incentives for the journal right? So in the. Journal editors have strong incentives of their own they want leadership. They want to have impact they don't want the one that destroyed their journal and so [00:39:00] the incentives and the in the existing model or to publish sexy results because more people were read those results. They might cite those results. They might get more attention for their Journal, right? And shifting that to on quality designs then shift their priorities to publishing the most rigorous research the most rust robust research and to be valued based on that now. Yeah, so I'll pause there there's lots of other things to say, but those I think are some critical changes to the incentive landscape that still fits. Into the existing way that research is done in communicated. Don't people want to read sexy results? Ben: Yeah. I have a bunch of questions just to poke at that last point a little bit wouldn't people still read the journals that are publishing the most sexy results sort of regardless of whether they were web what stage they're doing that peer review. Brian: Yeah. This is a key concern of editors and thinking about adopting registered reports. [00:40:00] So we have about a hundred twenty-five journals that are offering this now, but we continue to pitch it to other groups and other other ones, but one of the big concerns that Hunters have is if I do this then I'm going to end up publishing a bunch of no results and no one will read my journal known will cite it and I will be the one that ruined my damn door. All right. So it is a reasonable concern because of the way the system works now, so there's a couple answers to that but the one is empirical which is is it actually the case that these are less red or less cited than regular articles that are published in those. So we have a grant from the McDonald Foundation to actually study registered reports. And the first study that we finished is a comparison of articles that were done as register reports with this in the same published in the same Journal. [00:41:00] Articles that were done the regularly to see if they are different altmetrics attention, right citation and attention and Oppa in media and news and social media and also citation impact at least early stage citation impact because the this model is new enough that it isn't it's only been working for since 2014. In terms of first Publications and what we found in that is that at least in this initial data set. There's no difference in citation rates, and if anything the register report. Articles have gotten more altmetric impact social media news media. That's great. So at least the initial data suggests that who knows if that will sustain generalize, but the argument that I would make in terms of a conceptual argument is that if Studies have been vetted. In terms of without knowing the results. These are important results to know [00:42:00] right? So that's what the actors and the reviewers have to decide is do we need to know the outcome of this study? Yeah, if the answer is yes that this is an important enough result that we need to know what happened that any result is. Yeah, right. That's the whole idea is that we're doing the study harder find out what the world says about that particular hypothesis that particular question. Yeah, so it become citable. Whereas when were only evaluating based on the results. Well, yeah things that Purity people is that that's crazy, but it happened. Okay, that's exciting. But if you have a paper where it's that's crazy and nothing happened. Then people say well that was a crazy paper. Yeah, and that paper would be less likely to get through the register report kind of model that makes a lot of sense. You could even see a world where because they're being pre-registered especially for more like the Press people can know to pay attention to it. [00:43:00] So you can actually almost like generate a little bit more height. In terms of like oh we're not going to do this thing. Isn't that exciting? Yeah, exactly. So we have a reproducibility project in cancer biology that we're wrapping up now where we do we sample a set of studies and then try to replicate findings from those papers to see where where can we reproduce findings in the where are their barriers to be able to reproduce existing? And all of these went through the journal elife has registered reports so that we got peer review from experts in advance to maximize the quality of the designs and they published instead of just registering them on OSF, which they are they also published the register reports as an article of its own and those did generate lots of Interest rule that's going to happen with this and that I think is a very effective way to sort of engage the community on. The process of actual Discovery we don't know the answer to these [00:44:00] things. Can we build in a community-based process? That isn't just about let me tell you about the great thing that I just found and more about. Let me bring you into our process. How does were actually investigating this problem right and getting more that Community engagement feedback understanding Insight all along the life cycle of the research rather than just as the end point, which I think is much more inefficient than it could be. Open Science in Competitive Fields and Scooping Ben: Yeah and. On the note of pre-registering. Have you seen how it plays out in like extremely competitive Fields? So one of the world's that I'm closest to is like deep learning machine learning research and I have friends who keep what they're doing. Very very secret because they're always worried about getting scooped and they're worried about someone basically like doing the thing first and I could see people being hesitant to write down to [00:45:00] publicize what they're going to do because then someone else could do it. So, how do you see that playing out if at all? Brian: Yeah scoping is a real concern in the sense that people have it and I think that is also a highly inflated concern based on the reality of what happens in practice but nevertheless because people have the concern systems have to be built to address it. Yeah, so one simple answer on the addressing the concern and then reasons to be skeptical at the. The addressing the concern with the OSF you can pre-register an embargo your pre-registrations from to four years. And what that does is it still gets all the benefits of registering committing putting that into an external repository. So you have independent verification of time and date and what you said you were going to do but then gives you as the researcher the flexibility to [00:46:00] say I need this to remain private for some period of time because of whatever reason. As I need it to be private, right? I don't want the recent participants that I am engaged in this project to discover what the design is or I don't want it competitors to discover what the design is. So that is a pragmatic solution is sort of dress. Okay, you got that concern. Let's meet that concern with technology to help to manage the current landscape. There are a couple reasons to be skeptical that the concern is actually much of a real concerning practice Tristan. And one example comes from preprints. So a lot of people when they pre princess sharing the paper you have of some area of research prior to going through peer review and being published in a journal write and in some domains like physics. It is standard practice the archive which is housed at Cornell is the standard for [00:47:00] anybody in America physics to share their research through archive prior to publication in other fields. It's very new or unknown but emerging. But the exact same concern about scooping comes up regularly where they say there's so many people in our field if I share a preprint someone else with the lab that is productive lab is going to see my paper. They're going to run the studies really fast. They're going to submit it to a journal that will publish and quickly and then I'll lose my publication because it'll come out in this other one, right and that's a commonly articulated concern. I think there are very good reasons to be skeptical of it in practice and the experience of archive is a good example. It's been operating since 1991 physicists early in its life articulated similar kinds of concerns and none of them have that concern now, why is it that they don't have that concern now? Well the Norms have shifted from the way you establish priority [00:48:00] is not. When it's published in the journal, it's when you get it onto archive. Right? Right. So a new practice becomes standard. It's when is it that the community knows about what it is you did that's the way you get that first finder Accolade and that still carries through to things like publication a second reason is that. We all have a very inflated sense of self importance that our great our kids right? There's an old saw in in venture capital of take your best idea and try to give it to your competitor and most of the time you can write. We think of our own ideas really amazing and everyone else doesn't yeah people sleeping other people. Is Right Southern the idea that there are people looking their chops on waiting for your paper your registration to show up so they can steal your [00:49:00] idea and then use it and claim it as their own is is great. It's shows High self-esteem. And that's great. I am all for high self. I don't know and then the last part is that. It is a norm violation to do that to such a strong degree to do the stealing of and not crediting someone else for their work, but it's actually very addressable in the daily practice of how science operates which is if you can show that you put that registration or that paper up on a independent service and then it was it appeared prior to the other person doing it. And then that other group did try to steal it and claim it as their own. Well, that's misconduct. And if they did if they don't credit you as the originator then that's something that is a norm violation and how science operates and I'm actually pretty confident in the process of dealing with Norm [00:50:00] violations in the scientific Community. I've had my own experience with the I think this very rarely happens, but I have had an experience with it. I've posted papers on my website before there were pretty print services in the behavioral sciences since I. Been a faculty member and I've got a Google Scholar one day and was reading. Yeah, the papers that I have these alerts set up for things that are related to my work and I paper showed up and I was like, oh that sounds related to some things. I've been working on. So I've clicked on the link to the paper and I went to the website. So I'm reading the paper. I from these authors I didn't recognize and then I realized wait that's that's my paper. I need a second and I'm an author and I didn't submit it to that journal. And it was my paper. They had taken a paper off of my website. They had changed the abstract. They run it through Google translate. It looks like it's all Gobbledy gook, but it was an abstract. But the rest of it was [00:51:00] essentially a carbon copy of our paper and they published. Well, you know, so what did I do? I like contacted the editor and we actually is on retraction watch this story about someone stealing my paper and retraction watch the laughing about it and it got retracted. And as far as we heard the person that had gone it lost their job, and I don't know if that's true. I never followed. But there are systems place is the basic point to deal with the Regis forms of this. And so I have I am sanguine about those not be real issues. But I also recognize they are real concerns. And so we have to have our Technology Solutions be able to address the concerns as they exist today. And I think the those concerns will just disappear as people gain experience. Top down v Bottom up for driving change Ben: Got it. I like that distinction between issues and concerns that they may not be the same thing. To I've been paying attention to sort of the tactics that you're [00:52:00] taking to drive this adoption. And there's some bottom up things in terms of changing the culture and getting one Journal at a time to change just by convincing them and there's also been some some top-down approaches that you've been using and I was wondering if you could just sort of go through those and what you feel like. Is is the most effective or what combinations of things are are the most effective for really driving this change? Brian: Yeah. No, it's a good question because this is a culture change is hard especially with the decentralized system like science where there is no boss and the different incentive drivers are highly distributed. Right, right. He has a richer have a unique set of societies. Are relevant to establishing my Norms you could have funders that fund my work a unique set of journals that I publish in and my own institution. And so every researcher [00:53:00] has that unique combination of those that all play a role in shaping the incentives for his or her behavior and so fundamental change if we're talking about just at the level of incentives not even at the level of values and goals requires. Massive shift across all of those different sectors not massive in terms of the amount of things they need to shift but in the number of groups that need to make decisions tissue. Yeah, and so the we need both top-down and bottom-up efforts to try to address that and the top down ones are. That we work on at least are largely focused on the major stakeholders. So funders institutions and societies particularly ones that are publishing right so journals whether through Publishers societies, can we get them like with the top guidelines, which is this framework that that has been established to promote? What are the transparency standards? What could we [00:54:00] require of authors or grantees or employees of our organizations? Those as a common framework provide a mechanism to sort of try to convince these different stakeholders to adopt new standards new policies to that that then everybody that associated with that have to follow or incentivised to follow simultaneously those kinds of interventions don't necessarily get hearts and minds and a lot of the real work in culture change. Is getting people to internalize what it is that mean is good science is rigorous work and that requires a very bottom up community-based approach to how Norms get established Within. What are effectively very siloed very small world scientific communities that are part of the larger research community. And so with that we do a lot [00:55:00] of Outreach to groups search starting with the idealists right people who already want to do these practices are already practicing rigorous research. How can we give them resources and support to work on shifting those Norms in their small world communities and so. Out of like the preprint services that we host or other services that allow groups to form. They can organize around a technology. There's a preprint service that our Unity runs and then drive the change from the basis of that particular technology solution in a bottom-up way and the great part is that to the extent that both of these are effective they become self reinforcing. So a lot of the stakeholder leaders and editor of a journal will say that they are reluctant. They agree with all the things that we trying to pitch to them as ways to improve rigor and [00:56:00] research practices, but they don't they don't have the support of their Community yet, right. They need to have people on board with this right well in we can the bottom. It provides that that backing for that leader to make a change and likewise leaders that are more assertive are willing to sort of take some chances can help to drive attention and awareness in a way that facilitates the bottom-up communities that are fledgling to gain better standing and we're impact so we really think that the combination of the two is essential to get at. True culture change rather than bureaucratic adoption of a process that now someone told me I have to do yeah, which could be totally counterproductive to Scientific efficiency and Innovation as you described. Ben: Yeah, that seems like a really great place to to end. I know you have to get running. So I'm really grateful. [00:57:00] This is this has been amazing and thank you so much. Yeah, my pleasure.
Julie Yoo is the co-founder of Kyruus, a medical technology company that is the developer of ProviderMatch. One of the most frustrating things about the healthcare system is the tendency for patients to be sent to the wrong type of doctor for their health issue. The industry term for this problem is patient access paradox. ProviderMatch is software that directs patients to the proper medical specialist for their specific needs. During today’s episode, Julie and I discuss the components that make ProviderMatch an effective tool. Some of the topics we touch on are: How ProviderMatch has changed the customer service side of healthcare. How ProviderMatch helps combat physician burnout. The 3 major user bases served by the application. The 3 types of tests Kyruus uses to test new and upgraded product features. The 3 levels of analytics that Kyruus uses to measure RIO and value. Resources and Links: Kyruus Kyruus on Facebook Kyruus on LinkedIn Kyruus on Twitter Julie Yoo on Twitter Julie Yoo on LinkedIn Thank you for joining us for today’s episode of Experiencing Data. Keep coming back for more episodes with great conversations about the world through the lens of analytics and design. Episode Transcript Brian: All right so we have Julie Yoo on the podcast today from Kyruus which is based out of Boston. Julie, welcome to the podcast. How’s it going? Julie: Good, thanks Brian. Thank you so much for having me. Brian: I’m excited for you to share some of your backgrounds with our listeners. You’re currently chief product officer at Kyruus. We did some work together several years back as I recall. This is actually news to me, I don’t know this—you’re in the healthcare space and you oversee product and strategy for the company and hospitals. When we all call and we want to schedule an appointment with a doctor, a lot of us get a referral from a friend or whatever and we call them and it’s difficult to get an appointment. Reality, the hospitals often have tons of supply on their end that’s not getting used and those doctors or service providers may be fully qualified to help out those patients if only the people on the scheduling side could help match the patients up with the service provider. Is that basically what your main software, the ProviderMatch software, does? Julie: Yeah absolutely. We’re solving what we’ve coined as the patient access paradox which is that fundamental mismatch between patient demands being told to wait multiple weeks or even months to get an appointment. We all assume that that’s because every slot is booked up solid in whatever market we’re in. But it turns out that on the hospital side of things and the whole system side of things, that typically our customers are operating at anywhere from as low as 70% to 80% capacity utilization. One thing I’ll qualify there, it’s not necessarily just empty slots that are going out completely unused which is certainly an issue. But what we also focus on in best utilizing your resources for the unique expertise and skills that they bring to the table. What we also focus on is are you getting to the right doctor the first time, and that’s from a clinical lens. There’s tons of subspecialties in medicine and we want to make sure you’re getting to the right specialist. Or subspecialist or even within primary care there can be variants in terms of what people focus on. Also level of care which is if you have certain types of conditions, oftentimes part of the reason why you have to wait so long is that you’re sent immediately to a very scarce specialist resource who tends to be harder to book with, has more limited time. Whereas that condition may actually be treatable by a lower acuity provider. Anything from a generalist to primary care provider, maybe even a nurse practitioner, or even a walk-in clinic. This day and age, we see a lot more activity in terms of retail clinics and walk-in care. We look across that entire spectrum of possible options to interpretation and ensure that the patient is getting routed to the most effective place in the most efficient and possible way. Brian: That’s pretty cool. I didn’t realize there is so much missed—I mean obviously the specialists wants to see them. I have any arm problem, I need to go to the best arm doctor in the world kind of thing. We didn’t know that there was so tax, like 70% to 80% under utilization rate is pretty interesting. So why don’t you tell me about your background. I know you studied pre medicine at MIT and you have an MBA from Harvard, is that correct? And you went to MIT Sloan. You have quite a background. What do you do at Kyruus yourself, and can you tell us about your background a little bit? Julie: Yeah, absolutely. It’s blasphemy that you just said that I went to Harvard MBA. I went to MIT for my MBA. Actually, I came to MIT as an undergrad thinking that I wanted to be a doctor when I grew up. I started out as a biology major doing pre med. I’m happy to be in school during the initial original dot-com boom back in the late ’90s and actually got influenced to get computer science and fell in love with it. Just the problem solving aspects of it, and I love coding and building things from nothing. I ended up actually majoring in computer science while also finishing up my premed exam requirement. My first job out of college was actually as a software engineer so I totally focused on the technical side of that track. Always, however, maintaining my personal interests in the intersection of healthcare and technology. The first several years of my career was software engineering. I worked at a company called Endeca Technologies here in Boston which I think is pretty well-known locally. They were an enterprise search technology initially focused and I think probably best known for their work in the ecommerce space. We powered the online search catalog for the major ecommerce companies across the country and even the world. I cut my fuse there and then ultimately figured out that I love being customer facing, I was kind of intrigued by the business side of things. I migrated more into product and eventually now today, I’m more of a product manager is kind of where I would identify myself. Also at the same time about six years since my career at Endeca, that was really when the federal government started pouring resources into the digitization of healthcare and that was really when I had a lightbulb moment myself around the opportunity within healthcare to apply software and technology and data to improve efficiencies as we were talking about earlier but also […] simple outcomes, of course. And so I actually made a career change by way of grad school which is how I ended up at MIT Sloan. The Harvard component is that I did a dual degree program that was a collaboration between Harvard and MIT. By way of that, I got exposure to both the business side as well as the clinical side. The Harvard-MIT HST program is the collaboration between Harvard Medical School and MIT Proper. I did my masters with that program. I initially actually focused on personalized medicine, something that’s completely unrelated to what we do here at Kyruus but it was intuitively an area where I can apply my data analytics and software expertise given that […] where software was being applied at scale in the healthcare and life sciences area. The first couple of companies that I did were in that area of genomics and genetic sequencing and personalized medicine. I had a couple of companies that I worked with there, especially the first employee of both companies on the product side, and both of those companies eventually got acquired. The second company was acquired in 2010, that was when myself and my current cofounder Graham Gardner decided to get together and go after the opportunity that Kyruus has focused on around patient access. I was the founding chief product officer at Kyruus. I wrote the first version of the product with my own two hands and have shaped the road map, user engagement, definitely own design as part of the product management function and have now as the company has scaled moved into more of a strategy role. Really focused on three to five years direction of the business, new market segment, how do we fit into the broader technology ecosystem within the digital health space but really have my anchoring and foundation in product. Brian: Cool. Thanks for sharing that background. You mentioned in there that you own the design as part of your role in product at Kyruus. If I recall correctly with ProviderMatch, the primary end users tend to be people that are scheduling appointments which may include some people with medical background like the nurse managers I believe and you’re trying to provide them with the tool that lets them take in patient requests or things like language of the provider, gender of the provider, location of the provider and obviously dates of availability. Then they are able to type in a condition like skin rash or something and then the scheduler is able to provide them with a response like, “We have these four people available on Tuesday from 11:00 to 3:00, they’re all great, here’s where they went to school.” Is that still what it is and can you tell me about how do you go about designing that experience and how do you guys know if you’re doing a good job besides the fact that the checks clear and they keep renewing. How do you guys evaluate and design for that? Julie: Yeah. You do remember correctly that one of our major user bases is the patient after call center agent who is a front line staff member whose job is to answer the phone all day every day and help patients get matched to the right doctor and then book an appointment. That was our flagship product called ProviderMatch for access centers that we launched over five years ago at this point. That remains a major user constituent that we serve. Since then, we’ve expanded our product portfolio just to make it a little bit more complicated. We actually now I would say have three major users that we serve in addition to that. One being the call center agent that you described, another actually being the patient or the consumer, him or herself. We actually have launched a patient facing product called ProviderMatch for Consumers several years ago at this point, but the idea there is to enable us consumers to self-serve. We have a white label product that our customers will embed in their websites or their mobile apps. They’re kind of public facing digital storefront, so to speak. That allows for us to do our own research on who might be the best provider for me based on my preferences and my criteria. And then also facilitate on my scheduling, being able to actually book an appointment physically online. That’s the second user-base that we serve. Then a third major user-base is actually the physicians and the providers themselves and this has become a very powerful leverage point for us to be able to engage these organizations at scale and really provide a strong value proposition back to the physicians who I would say, traditionally in the digital health world, are sometimes viewed as optical. A lot of companies struggle to really engage with those providers and expect the value proposition that’s big enough to get those individuals to buy in, let alone to actually use product. You may recall originally my philosophy around ProviderMatch was we need to design a product that can be deployed and go live and drive value without any reliance on physicians doing anything in our product. The primary reason for that is that physicians are extremely busy. I think the strategy to depend on the physician to come out of whatever their core workflow is, take away from the time that they’re spending with a patient to learn a new thing and/or using a different app than what is core to their clinical mission through observing the patient. We actually started with that philosophy, but as we matured and as we were demonstrating great outcomes, we were able to kind of pivot into a much more explicit physician engagement approach. Today, they are actually the majority of our users, technically speaking, in terms of the number of users who are accessing our products, that’s another dimension to it. As you can imagine, each of those user bases is extremely different. We could go on and on and I’m happy to go in whatever direction would make sense but we have a pretty distinct framework that we use for each one of those user-bases. Yes, we serve them all through the same uniform platform and there are certain elements of consistencies that we want to drive across user experience across those three user-bases. But as you can imagine, the use cases, the stories, the scenarios that we’re addressing within each of those products can be quite […]. Brian: Can you tell us a little bit about how you design for these different constituencies, if you have like a recent anecdote about maybe a project you guys did and how do you keep all this simple and keep the scheduling time as minimal as possible which I assume would be the goal here, so that the maximum time is spent on patient care? How do you design for those experiences? How do you move through that? Julie: I think just the basic thing we start is just a crisp definition of the actual user personas and certainly each of those user sets is using our product for a very different purpose. Take the call center agent for instance, when they answer the phone, the person on the other end of the phone clearly already has some intention of taking some action because they’ve gone through the work of dialing the member, waiting for someone to answer, and clearly are looking to get served. A lot of message that around that user base is efficiency. You’ve got only a few seconds to capture the attention of that customer and essentially convert them. One of the ways that we define the job of the call center agent that might be distinct from the other users is their primary goal is conversion. They need to drive yields from every 10 calls that come in with a patient looking to get an appointment. We want the number of booked appointments that come out of that to actually be 10. Some of the sort of sad state of affairs in the healthcare industry is that many of the organizations that we engage with are starting at conversion rates as low as 20% meaning every 10 patient that call in, trying to get an appointment, maybe only 2 of them will leave that call with an actual booked appointment in hand. There’s a ton of sort of depth around how do we drive that use case for that user base, which is distinct from the consumer. The consumer, I may just be doing research and I might be early in my funnel, in my patient journey and not yet ready to book an appointment when I’m engaging with ProviderMatch. It might not even be me, I might be doing some research on behalf of someone else or certainly I might be coming with an intention to book. I would say a big challenge that we’re still chipping away at and have tons to learn is how do you effectively segment those user stories and scenarios and serve all those user sets and narrative through a single product. That is a different set of problems. Whereas physicians, on the other hand, the primary goal for them to come into our solution is to optimize the configuration of rules engines that determine which patients get referred or scheduled with them. That’s much more of a personal experience in a lot of ways because the physician is looking to us, our products, to help describe to the world what it is that they do and under what circumstances should a patient be sent to me. That sort of elicits a whole different emotional experience in some ways that relies heavily on an empathy for the perspective of that physician and really a kind of, I would say, caution around making too many assumptions about what that individual is looking to accomplish or how they want to express their clinical expertise through our product. There’s a whole, again, another set of narratives around that piece Just that mere definition, hopefully it paints the picture of just the complexity that results from having to serve such user set. We do have different team that focus on different user experiences as well and that ability to have individuals specialize in certain areas just gives us a lot of depth around how we’re able focus and describe a lot of insight into those varied populations versus kind of diluting it by having teams spread across those areas. Those are some of the types of framework that we use to be able to effectively address those user populations. Brian: Do you have either your designers and/or the product managers, it sounds like you have them assigned to each of the different products that focus on the different personas, do they do any type of interviews or any type of research activities with these, I’m curious, you can like learn anything, have any cool nuggets of stuff that maybe you would have found out through the design process about talking to a doctor, like, “I would never type in that I’m an expert at this even though I totally am because X,” or… Julie: Yeah. Brian: …did you find any nuggets that are kind of interesting? Julie: Yeah, absolutely we do, I would say, three major types of testing. One is we actually are privileged to have lots of folks who are either physicians or ex-hospital administrators at our company, so we have in house team that can serve as sort of test users for a lot of our new concepts, where we do kind of an internal testing when we’re developing new ideas or get designs. That’s one way we do it. We also obviously use external testers as well, whether it be sites like usertesting.com or other service that allow you to recruit ad hoc users and test various concepts. We’ve got a lot of that kind of work as well. We also go observe our users at our customer site and we’ve done a combination of both observation of actual call center agent-type users within their dedicated setting, but also direct consumer research, we’ll giveaway Starbucks cards to regular people off the street who are willing to kind of sit down and give us feedback. All of that is a source of data into our process. So many stories of things were just completely eye opening. Everything from, I mentioned earlier, the emotion that gets elicited when you are working with a physician to try to define what their referral protocols are. Imagine sitting down with an engineer and designing a routing protocol for determining what project they get assigned to and just how personal of an experience that would be. That’s kind of the same lens that we observe and experience with the physician in a period of time where you may have read this or heard this, but certainly in healthcare, one of the major topics and stories that has a lot of buzz right now is physician burnout. We live and breathe it every single day with our users where physicians are really burned out and their job has become less about direct patient care and much more about administrative tasks and tracking of data and submission of billing information, things of that sort. Part of the line that we have to navigate is how do we introduce our solution which we believe has such a strong correlation with less burn out sensation and the ability to actually focus on the types of cases that you want to focus on and leverage your many years of training for the thing that you’re uniquely qualified to do. How do we do that in this context where people have no mental space and energy left to take on new products and new applications in the workforce, a new task. I think the emotional aspect of the finishing engagement piece is definitely something that I distinctly remember from so many of those conversations. And then I think it’s also form a consumer lens, when I think about the patients, I think we’re doing a big role. A part of our role at Kyruus I believe is to really educate market about how to think about doctor appointment booking. I think too often, consumers think that whatever appointment they can get soonest is the best option for them. Obviously, they don’t necessarily realize the downstream negative impact of making a choice to go see one kind of doctor who is available tomorrow versus waiting maybe a few days or maybe a couple of weeks to see the doctor who might be better qualified for you from a clinical end. That’s part of what our product is about, the core philosophy of our solution is, yes, get the patient in efficiently and quickly as possible but never at the expense of getting them to the right clinical provider. That’s another piece that I see come out in droves when we’re doing user-testing is, “Why can’t I just book this one that is the soonest,” before in the workflow two steps ago and just kind of explaining, how do we present that in the user experience has been a big challenge for us. But certainly something that is a primary goal for our product. Brian: Do you find with the service that you provide that’s more doctor facing especially on where they—it sounds like they have to input a bunch of preferences which then enables them to receive more qualified bookings into their calendar so to speak. Is it hard? One of the things I talk about in my list a lot is the need to go out and have direct one-on-one conversations with the people that are going to use your solutions. Especially with analytics products where lots of data—as the data grows, the complexity tends to go up. What one of the problems that enterprise that companies have is access to the actual, not the buyers of these platforms, maybe you’re selling into a CTO or something like that in a hospital network but they’re probably not the ones that are going to be using the interfaces and it’s hard to get access. Do you have that problem and do you have any ways that you’ve worked around to entice them to participate in research? Julie: Absolutely, that is absolutely a challenge for any company in our space with positions in particular at the audience. Even frankly with our call center agents because they have such a real time job that any interruption during the day while they’re on call to answer the phone can be viewed as engagement. Yes, we absolutely deal with that. We have the benefit of a—my cofounder’s position, our CEO, we happen to have a very rich network of physicians who are friendly to Kyruus and are certainly willing to take time out of their day to come tell us what it’s like on the other side and obviously their feedback on our product. We are very careful always to balance the types of physicians. There are physicians who work in organizations like Mass General here in Boston that are highly specialized, highly academic focused, probably have a big focus on research and are really on the leading edge of novel innovative medical treatment paradigm versus many of our clients who are not that and who are just regular old community based hospitals that kind of deal with the general population and are not necessarily seeing the most […] but have to serve millions of consumers and patients who have very basic needs. We’re always careful to balance the type of physicians that we talk to and get feedback from across those various settings. We also, over time I would say, have taken a much more prescriptive approach with our customers around physician engagement. Certainly has to be the case from the first launch that we were tip-toeing around the clinical leadership and didn’t want to bother the folks who were kind of on the clinical frontline. That became a challenge for us to really configure and validate the data within our platform to make sure that we’re driving the right outcome. Now, fast forward many years later, we actually have as part of our implementation playbook a requirement to engage with the clinical side of the business. That was a hard cultural transition to make both internally and with our customers. But now that we have so much data which we can probably talk about but, we have data that shows the benefit of doing that. Not only just data but oftentimes qualitative narrative plays a big role and just getting people to buy into that paradigm. We pretty explicitly sort of I wouldn’t say forcefully but you know, it’s highly recommend to our customers that Kyruus is employed as part of the acquisition process and directly talks to physicians. We’ve taken a pretty hard line on that and it certainly benefited us. Brian: So like when they sign a deal, there’s actually something in the agreement about your right to access their providers to make the service work and that type of thing? Julie: Not contractual at all, it’s part of our implementation playbook is what I’ll call it. Where we lay out here are the four tracks of implementation that we need to accomplish and X number of months. One of them is just purely technical data integration, things of that sort. One might be how do we design our workflow, one might be around analytics and then one is actually physician engagement. It’s really just part of our implementation methodology. Just like almost kind of a consulting mindset. When you hire a consulting firm, they’ve got their recommended way of doing things and you sort of assume that in order to get the best outcomes, you want to follow their playbook. That’s kind of the approach that we’ve used with our acquisition process. Brian: I see. That’s really interesting. I like that idea of encouraging it from the outset as part of a product company. I think that’s a really great idea to bake into your product if you’re on premise deployment type of situation where there’s some kind of set up process and you guys obviously have to go through some level of customization probably with every new hospital network that you guys bring onboard. Julie: We like to say configuration, not customization. But yes, absolutely. Brian: Oh okay. And you mentioned analytics at the end. I actually did want to jump into that. So obviously if you guys are selling this product on—you’re almost like a market maker. You’re bringing supply and demand, you’re optimizing supply and demand. What type of data, or interfaces, or maybe it’s APIs of the hospital. But I imagine they want to know what their ROI is for purchasing these systems. Do you have some type of reporting or analytics dashboard that helps the administrator? Who would be those users and tell me what some of their use cases might be if you indeed have something like that. Julie: Absolutely. Analytics is critical to the value narrative and ROI of our products. We actually do have a webpage in our analytics product, provide and match analytics that comes with our platform. There’s a number of ways by which we deploy it. So first of all, a user, an end user who has the appropriate level of authorization can just log into their browser window and see the analytics dashboard at any point of any day. We’ve obviously optimized it. We have a set of canned reports that we offer out of the box to represent the KPIs that we’ve designed as the leading indicator for the different products that we have. That’s one major component of it. We have a framework where we think about three levels of analytics. One is what I call reflective analytic which is kind of the most basic reporting where we’re sort of almost leading back to the organization what kinds of activity are flowing through our products. It is literally demand and supply. Meaning how many requests for this kind of appointment came in in the last week and then bumping that up against your provider network supply side so to speak saying did you have a sufficient supply to serve that need and what kinds of gaps do you have in that network. That’s kind of the most basic reflective analytics. One level up from that is what we call impact metrics that say okay, of the 1,000 calls that you got for interpolation related services last week, what percentage of them converted into an actual booked appointment? What percentage didn’t convert and what was the outcome of those calls, why weren’t you able to serve those needs? How many new patients were you able to acquire through your web based find a physician application that’s powered by ProviderMatch and how many accomplished customers returns to you, were loyal to you by coming back to you and booking a follow-up appointment. So those are some of the types of impact metrics that are kind of a level up from that requested data but demonstrates some kind of business outcome that our product is associated with. And then the third tier is ROI, true ROI, financial ROI that says, okay, so relative to baseline historically before you can click ProviderMatch, you were able to utilize X percent of your scheduled resources. You had X number patient appointment that were booked in an X period of time of this distribution across primary care and specialty care. There’s actually a benchmark dollar amount that are out there that are well accepted that represents the top line value of each booked appointment. So maybe your specialist cases are worth $2,000 and your primary care is worth $1,000 multiply out the volume that have come through ProviderMatch relative to baseline and determine what did you get for the money that you invested in our product. That obviously is a bit of a holy grail where you’re able to demonstrate what did you get back for how much you spent on Kyruus and obviously if you are willing to invest more. Those are kind of the three levels that we describe. The first two tend to be really self service. You can log in to that web page dashboard, see it, believe it, move on. We have an account management team that has a more of a high touch engagement model with that third tier where we go to the C-level executive team essentially and present that back in an actual face to face meeting on a quarterly basis because there’s a tremendous amount of depth, obviously a tremendous amount of assumption and business context that you need to be wrapped around the presentation of that kind of data. We make sure that we’re doing that in a fairly high touch way versus some of our more self service analytics report. Brian: That’s really interesting about how you called it reflective analytics and kind of moves up the value chain almost in terms of being able to quantify ROI for the investment. Is there a way to tell whether or not any ends that… I totally get hospitals there’s a financial side to healthcare. Obviously it’s a huge financial part of healthcare but in terms of improving patient lives and quality of healthcare and all of that, is there any way to quantify or measure from your service that healthcare is improving or it is that kind of implied from assuming more booked appointments with more qualified. We assume they got better. Is there any way to that you guys can provide that insight or is it too difficult? Julie: Yeah, we have a couple of ways to think about it. First of all, clinical quality measurement is something that we as a society have yet to crack fully. There is no silver bullet. If anything, there are way too many quality standards out there and not yet what I would call a systematic standard for measuring the impact of a good intervention from a clinical quality lens. We look at it from one of two ways. One is definitely a derivative by way of getting you two different doctors at first time in a timely fashion, we’re avoiding A, just making sure that you’re getting the care that you need, first of all and B, if you were to not get that care at a timely manner typically […] the delayed care can have a very detrimental impact in terms of the overall health of the patient. That’s more kind of a derivative way of qualitative learning, one way to think about it. The actual thing that we are looking to quantify and measure and we actually have a couple of academic studies that we published on this topic that were a proof of concept of sorts, what needles we can move. A big part of what we focus on is focus. If you are an orthopedic surgeon and yes you’ve been trained in 40 different type of things and could technically see a lot of different type of patients, you actually might be best to see a certain handful of those things. Maybe five types of procedures that you’re sort of more uniquely qualified to focus on. If you’re not using a system like ProviderMatch, let’s say that you’ll get referred something from that bigger bucket is pretty hard because you booked the orthopedic surgeon. They assume that you can see any of these type of cases and they end up getting pretty varied spectrum of a type of referral. By way of using ProviderMatch, we’re able to deterministically narrow the focus of what gets sent to that physician. There are many studies that show two things. One is if a physician has more experience around a certain procedure type, then they tend to be better in terms of outcome, mortality and morbidity than physicians with less experience, kind of the Malcolm Gladwell 10,000 iteration type rule. So lots of studies show that. The second thing is let’s say you and I, Brian, are both orthopedic surgeons and I do 50 hip replacement surgeries a year. That’s my practice but you do 80 hip replacement surgeries a year but you also do 30 knee replacements and 20 of some other type of procedure. Even though you do more hip replacements than me, the data shows that I’m still going to be the higher quality surgeon because I’m focused on just that procedure. That’s what is our clinical holy grail we call it where through the use of ProviderMatch, we demonstrate that we are allowing physicians to not only drive volume around certain areas but also focus more specifically on the areas that they are uniquely qualified to serve and therefore drive better outcomes. Brian: I could see how you guys could derive that. Someone’s spending all of their time doing their kind of specialization area obviously. They’re probably building more expertise on that. Do you have any advice for other product managers of data products or analytics practitioners in terms of leveraging design to bring more value to your own business, your organization, your customers. Have you seen any positive change that’s come out of a particular design activity that you might have done that you’re like, “I would fully recommend doing this,” or, “I think that’s a really good fit for the product.” Any comments on that? Julie: Sure. I think there’s obviously tons of topics like the ones that I described that you can certainly use on a day-to-day to do design and kind of execute the process. But I think the more global statement I would make is that your focus on design has to be genuine and the only thing […] as the founding head of product, I’ve always looked at design as a critical element of why our product is going to be differentiated and more successful in the market. Part of how I know that that worked out and then played out is that our customers, we do an NPS survey with our customers periodically. The number of comments that we get back that say, “Your solution is the easiest to use that we’ve ever used in this area.” “The design is so simple. That’s what gets us to use the product and stay using the product.” We get that kind of feedback every day. I think oftentimes, I talk to a bunch of product leaders so technically there’s other companies. If that’s not coming from the top, if that’s not a genuine thing and a belief that the person at the top of the totem pole doesn’t have, then I think oftentimes design becomes something that […] and it’s harder in that scenario to make design not just an element of what’s being done but really a core part of the engineering process. That’s kind of the advice I would give. Design shouldn’t be another thing, it should be part of the actual engineering process. Easier said than done but literally, if we think about our teams and how we design some teams in addition to having obviously your engineers, your POs, your project managers, your medreps, a design lead is a required element at each of those teams. That makes it a sticky and fundamental part of the day-to-day process versus someone who calls in as a consultant. Oftentimes after the fact which is kind of the […] after a lot of the fundamental thinking has already been done versus having that person be just part of that core team that’s doing the thinking from day one. That’s kind of how it’s played out with that. That said, I would say it’s a constant struggle when you’re an organization that’s growing rapidly, that has limited resources that has 100 priorities, making sure that you are always emphasizing the value of design which is sometimes very hard to measure in quantitative terms. It’s always a challenge. But I think if you do have a leader who believes in the power of design and that you have properties that make it a core component of how you execute, that you’re much better set up to do that than otherwise. Brian: Yeah. I think there’s some good stuff there. Most of the clients that I work with, you can usually tell from the investment and enthusiasm and importance that’s placed on the discipline at the top how well it’s going to impact, or how much if at all it’s going to impact even if they have a large amount of staff if those staff aren’t properly engaged in the process, they’re not inserted at the right time, they’re not working upstream with business stakeholders to kind of… I always see this, helping to visualize and put the right experience in to reflect the intent of the product manager and the business. It’s the execution, even though it’s a strategic role in a way, it’s executing that vision for engineering so that they build the right stuff. If they’re not deployed properly, then at best, you’re back to maybe painting the pick or doing kind of surface level changes and that can then obviously trick all the way down to your downstream stakeholder like the data that comes out the other end and how useful are those analytics about ROI and stuff at the end. I think some people in the analytics space are still kind of learning. I kind of get this feeling in the data and analytics industry that we talk about data visualization a lot but not necessarily about user experience and what the ROI that good design can bring. You tend to talk about just UI level details but not necessarily the strategic side of aligning the products from the needs of the users and the business to kind of get both of those positive outcomes. Because obviously, if the business is successful, you can then pump more money back into investing in a better product and experience. It’s kind of a win-win for everyone if you have that buy in from the top. Julie: Yeah, exactly. We have the benefit of selling into typically what’s labeled as patient experience budget. More and more health systems these days are realizing that historically they’ve been super optimized for physicians. If you look at the example that I always use is if you go to any traditional hospital website that’s not using a product like ProviderMatch, the first question that they typically ask you as a patient is what department do you need to see and how are you as a consumer supposed to know whether or not you’re supposed to go to cardiology versus pulmonology versus neurology. It’s kind of ridiculous that we put that burden on the patient. Now, organizations are really thinking we can’t do that anymore. We can’t get away with that, consumers expect more because of the bar that has been raised during their experiences in other industries. For better or for worse we always say, “Why is it so easy to book a multi-leg international complex flight using just my thumb and 30 seconds on a mobile app, but it’s so hard to get a primary care doctor appointment in healthcare? “That’s something that our customers are recognizing. Because of that, everyone in our company has had some experience with that. We all have empathy with what difficulty and challenge exist around historical software booking process. That’s really where… it’s not coming out of like what are the pixels and what color are the buttons and what does the UI look like but what does that entire experience that can be emotional and you might have some diagnosis and some crazy disease and be fearful and anxious while you’re going through the experience. We always try to coach our team to remember what it’s like to be on the outside of the table when you’re […] your workflow and whatnot. But yeah, we again have the benefit of being in a space that I think everyone understands and has to some extent experience. You know the bad side of what does it feel like if it’s done poorly so that there’s a lot more kind of fundamental motivation at a higher level than just the UI. Brian: Yeah. You guys have that benefit. I think a lot of people probably don’t get that as much where it’s almost like you’re developing a consumer product in that sense where you can relate them. Like what movie should I go see and checkout and what theatres do I pick and all of that with the whole staff. Everyone at some point is going to go see a doctor so you can empathize with the scheduling process. For listeners that aren’t in that situation where maybe you’re working on something very esoteric or maybe it’s a complete B2B thing where your staff haven’t worked in that industry and don’t know that pain, it’s even more important to go get that one-on-one face time. Especially getting your engineers and designers to talk to these people and kind of start to develop that empathy. It really can change the way they approach their work. That’s cool that you guys are in that space where everyone can probably relate to the pain of the hassle around picking […]. I hate that stuff when it’s like, “Go talk to this department.” I don’t care what department it’s in, I just need to get this thing done and I want to know what the results were of this test and I don’t know who to call, it’s your problem. Julie: Exactly. Brian: Well, cool. This has been super fun. It’s been great to catch up with you and hear what you guys are doing at Kyruus. Can you tell people where they can learn more about you and what you guys are doing? Julie: Absolutely. We’ve got a great website with a ton of resources and videos and white papers and case studies and what not around what we do as a company, kyruus.com. We have a pretty big presence on social, on Twitter, on Facebook, on LinkedIn. Follow us there. And then me personally, I think Twitter is probably the best place for folks to follow along with what I’m up to. I’m @julesyoo on Twitter. Brian: All right, I’ll put that in the show notes, the link to your Twitter account and also over to Kyruus. Julie, thanks for coming on the show. It’s been great to catch up with you and I hope we get to cross paths soon. Julie: Absolutely. Thanks so much for having me, Brian. It was good to chat.
Dr. Bob's patient, Bill Andrews had ALS and was terminally ill. Before Bill decided to exercise his right to die in California, he agreed to do this interview to help others understand the importance of the law and his decision. Transcript Dr. Bob: Hi everybody. I'm here today on the phone with a gentleman who I'm really interested in having everybody hear from and meet. It's kind of a unique opportunity on all counts to hear from a gentleman who has lived life very fully, really did a lot of things that many people only dream about doing in his life and before he was able to really see that life through, was afflicted by a disease that has no cure and is universally debilitating and in many cases fatal. He's become a patient and a friend and I've had an opportunity to really be amazed by his story and by his outlook and approach, both himself and his family. We only have a brief opportunity to hear from and learn from Bill because, well, you'll find out why in just a bit. I'd love to introduce William Bill Andrews. Bill, say hello to our listeners. Bill Andrews: Hello listeners. Dr. Bob: Thanks. Bill Andrews: This is Bill Andrews reporting in. Dr. Bob: Thank you, Bill. Thank you so much for being here. Bill, who's with you? You have a couple of your sons with you as well. Can we introduce them? Bill Andrews: Yes. I'm with my oldest son, Brian, and my youngest son, Chris. Dr. Bob: All right, and thank you guys for Bill Andrews: They can say hello, I guess. Brian: Hello. Dr. Bob: All righty. Sounds good. As I mentioned, Bill is a 73-year-old gentleman with ALS. Bill, how long have you had ALS? Bill Andrews: I'm going to say probably about—I'm going to guess about two years. Dr. Bob: Okay. Bill Andrews: I was diagnosed about what, a year and a half ago, Brian? Brian: One year ago. Bill Andrews: One year ago. Then it was very obvious that there was something seriously wrong. The precursor to this is I had broken my back. I used to motocross and do a lot of surfing and stuff and I had many, many ... I brought injuries into the ALS experience. Broken back. Oh, just all kinds of stuff, so when I finally couldn't deal with the kind of the day-to-day life of my current injuries and stuff, that's when I really got [inaudible 00:02:51 ALS because I couldn't stand up. I could barely walk. I was still trying to surf, like an idiot, but it became very difficult. Just a year and a half ago I was in Peru surfing. Dr. Bob: Wow, but you knew something was going on? You had already Bill Andrews: I knew something was going on. Dr. Bob: Okay. Bill Andrews: I knew something serious was going on. Dr. Bob: Then a year ago it was officially diagnosed and then what's Bill Andrews: Correct. Dr. Bob: What are things like today? Bill Andrews: Horrible. I'm in bed. I get fed. I wear diapers. I'm kind of confined to my bed. We have a Hurley lift, I'm going to guess that thing is called. Dr. Bob: A Hoyer lift. Bill Andrews: Hoyer lift, and I just get into that and I have an electric wheelchair. Last weekend I was able to get out and see my kids play some sports and stuff, but that's about it. This is where I live now. At Silvergate, room 1-1-3 in my hospital bed. Dr. Bob: Wow, and a year and a half ago you were surfing in Peru? Bill Andrews: When was it? Brian: Yeah. It was a year and a half ago. Yeah. Yeah. Bill was surfing in Peru. Bill Andrews: But I knew there was something wrong, you know? I was struggling. Dr. Bob: Mm-hmm (affirmative). Bill Andrews: Really mightily. Dr. Bob: Yeah. As far as you are aware, and you've been dealing with this and obviously researching being treated. You've been in the system. Bill Andrews: Correct. Dr. Bob: Everybody, the best that medical care has to offer has been offered to you, I'm assuming. Bill Andrews: Correct. Dr. Bob: Here you are in this situation. What is your understanding of what will happen if things just are allowed to go on as they would normally? Bill Andrews: Well, as I understand it, I will not be able to swallow my food chew my food, swallow my food. Nor be able to breathe on my own, as I understand it. Dr. Bob: Right. Which is correct. I mean, the timeframe for those things is unclear. Bill Andrews: Right. Dr. Bob: Have the doctors given you any estimates? Bill Andrews: No. That's a moving target. No, they haven't. No. Uh-uh (negative). Dr. Bob: Okay, but that's inevitable for every person who has amyotrophic lateral sclerosis. Bill Andrews: I haven't heard of anything yet. I tell people, you know, I'd guess ... Because I have some friends that say, “Well, look, Bill, a cure may be right around the corner. You know, just stay in bed and they'll invent a cure and you're going to be fine." Well, that ain't going to happen. In my lifetime anyway. I don't want to go out with the tube in me and all that stuff. I feel at least now I'm reasonably good mentally and this is kind of where I'm at a good point right now. Spiritually, emotionally, physically. Dr. Bob: Great. Bill Andrews: That's where I am. Dr. Bob: That's where you are. Bill Andrews: Yep. Dr. Bob: What's your game plan? You want to talk about the strategy and what's been happening? Bill Andrews: Well, my game plan is—well, for the last couple of weeks I've been trying to wrap up a lot of little-unfinished tasks and chores that I wanted to complete, little projects, but I think they're doing just fine. I think my family ... I guess the big thing for me is that my family, that we're all on the same page. That to me was crucial. That we all understood what I was doing and why I was doing it and that this was all my choice. Looking at what the options are and for me, an option is not being confined to my bed the rest of my life and being kept alive. I don't want to be a Stephen Hawking, and another thing that I wanted to really pass on to my kids is that I'm not fighting the battle, I'm just kind of lying here. I'm getting taken care of. This ain't a bad ... You know, if you like getting taken care of, this ain't bad. I get my diapers changed, get fed, get dessert. People run errands for me, but the warriors are like my kids and the caregivers and the doctors like you are. You guys are the warriors. I'm just a ... You know, you're the warriors and right now I'm just kind of a settler. I just got to lie here but you guys are out there doing the battle. Dr. Bob: What an incredibly refreshing perspective to have. You know? You're not feeling like a victim like so many people justifiably do. You know, you're seeing it from so many different angles, not just your own. Not only through your own eyes, which is remarkable, I think. Bill Andrews: Oh, thank you. Well, yeah. About 30-something years ago I was diagnosed with a real, pretty bad case of malignant melanoma and I was only given a few months to live at that time. That was about 30-something years ago. My kids were there when I was diagnosed and everything, so I've already fought that battle. I had the tumor taken out of my arm. Had my lymph nodes excised. I fought that battle because I could see there's was a way to win that one, so there I kind of feel like I was a warrior, but here, ah, you guys are. Dr. Bob: Mm-hmm (affirmative). That battle, the melanoma battle, I've seen how that turns out in most cases, which is not the way it turned out for you. It was, at least back then - Bill Andrews: No, I was bad with the - Dr. Bob: You were well aware of that. I know. Bill Andrews: I was very, very lucky. Yeah, I was very lucky. In fact, kind of going a little off track, at the time I had it they were experimenting with BCG injections. Dr. Bob: Mm-hmm (affirmative). Bill Andrews: Up at UCLA. They were going to inject BCG in the initial site of the tumor for melanoma. Dr. Bob: Mm-hmm (affirmative). Bill Andrews: I sent my path report up to them and they rejected me because the path report looked so bad, that I probably was going to die. They didn't want that on the report. Dr. Bob: Wow. Bill Andrews: I kind of fought that one out anyway. Dr. Bob: Yeah. Bill Andrews: Flipped a little bit. Dr. Bob: You faced your mortality, right? You had no choice but to face your mortality at that point. Bill Andrews: Correct. Dr. Bob: You were what? Bill Andrews: Oh, there is no choice. Dr. Bob: Yeah. You were in your 40's? Bill Andrews: Yeah. Absolutely. Dr. Bob: With children that were young. Right? Bill Andrews: Right. Correct. Dr. Bob: Certainly not grown adults. Bill Andrews: They were there in the doctor's office with me, yeah. Dr. Bob: Yeah. Bill Andrews: Right. Dr. Bob: I think you were sort of alluding to this and assuming that, maybe assuming that some of the people out there who are listening know what we're talking about. But I don't think we actually discussed what the option is that you are taking to handle things the way that you feel best. Can you share a bit, share that? Bill Andrews: Sure. I, you know, kind of put a box on the board. I'll kind of equate this back to my melanoma. With the melanoma, I was given ... The doctors said, "Well, you kind of have three choices. 1: You do nothing because it appears to be fairly advanced melanoma and just see what happens. 2: You look for some miracle cure somewhere. Go to Haiti or somewhere and find a miracle cure. Or 3: Let conventional medicine dig in, and I took the third choice and I'm still here. With the ALS the choices seem to be kind of the same. I can just sit back here and wait until I can no longer breathe or eat. Or I can be kept alive by breathing tubes and feeding tubes and stuff. Or I can do with this choice that I'm making now, which is to go through the end of life in a peaceful happy way with ... I mean, I feel good about this, doctor, I really do. As long as my family's on board with me it's spectacular. I really don't think there's ... The choice for me, and this is easy, you know. This is the time and I'm not going to be kept alive. I watched a Stephen Hawking film on TV years ago and there was a lot of recrimination and stuff about, anger and stuff, by keeping him alive and I don't want that to happen with my family. Nor do I want it to cost eight trillion dollars to keep me alive. There're factors that went into my decision. Dr. Bob: Many factors and the decision is still being made every day. Bill Andrews: Every day. Every single day, Doctor. Dr. Bob: Yeah. Bill Andrews: Yeah. Dr. Bob: For clarification, Bill is exercising his legal right in California to go through the end of life option act. To receive Aid in Dying, which means that he's made requests of his physician, who's me in this case, to prescribe a medication that will allow him to end his life if he chooses to take it on his terms at the time and place of his choosing. A second doctor who knows him well has concurred that Bill is of sound mind and has a condition that's terminal. Bill has submitted a written request saying basically the same thing. Four days from the date of this recording, Bill's plan is to get this prescription filled and take this medication with his family around him, his loved ones, and he will peacefully, quickly, and in a very dignified way, stop breathing and die. As I said, Bill's making this choice each day because there's no requirement. He doesn't need to take the medication. He can choose at any time not to, and it's just fascinating to be having a conversation with a man who has the presence of mind, the courage, the support from his family, and knows that there's a very good chance and in his mind an absolute chance, that his life will be ending in four days. I am completely honored and awed to be able to have this really frank conversation with you about what you're thinking and feeling and I remember our last conversation you just kind of blew me away when you told me that you're excited. This whole thing is in some way exciting to you. Are you still feeling that way? Bill Andrews: Oh, absolutely. No, this is a ... No. We're, you know we're ... You, I mean… It's great talking. Let me just kind of preface. You have this really kind way of speaking that most of my other doctors haven't had quite the effect on me that you have. Yeah, I'm enjoying this. I've kind of been a pioneer in a lot of things and this is just ... I'm really enjoying this and let me tell you, Doctor, the thing that's the most incredible thing to me, and this is more of a, really a spiritual and emotional thing, is being able to choose when you're going to die. I've always thought if I were to die the most noble way, for me, would be to be protecting my family, my loved ones, or even a dog in the street or something. If I were going to die, would be doing, I guess maybe doing good, but you never know when it's going to hit, but with this, I get to say the goodbyes. I get to do whatever unfinished business. I get to finish any unfinished business and it's unreal, kind of. Very interesting. I think this can do a lot of good. I was telling somebody this morning that if one were suicidal, the worst way to end one's life would be by suicide by cop or something. Where you actually in one's selfishness at ending your life, you end others. Dr. Bob: Mm-hmm (affirmative). Bill Andrews: Where I think that's horrible and I have friends who have done that, but for this, you know, I'm choosing the time. I'm choosing the place. I'm choosing the environment. I'm choosing the company and for me, this is by far, I can't think of anything better. I've almost drowned a couple of times. I've been in car accidents and all that but this is almost soothing. I hope it really works in the way that it's been intended to work and doesn't get prostituted or something in some way that it goes off track. Dr. Bob: You mean the whole idea of the ability to support people in this way with terminal illnesses and the physician aid in dying? You're worried that it could somehow get off track? Bill Andrews: I hope it doesn't is what I'm saying. Dr. Bob: Yeah. Well, there's a lot of protections in there and if I have anything to say about it, it won't. There's enough. You know? Bill Andrews: Yep. Yeah. Well, I know. That's why you know, you guys at the beginning are the ones that are going to chart the course and that's I think, really, really important. Dr. Bob: Yeah, and I think it's important for people to consider, to understand that this is so far away from suicide. When I hear the word physician-assisted suicide I understand Bill Andrews: Yeah. Dr. Bob: It irks me because I think that there's nothing remotely like the suicide that most people think about, which is to end, you know, your life because of some emotional suffering or situation that you're in. People who are using this option, like you, are dying. I mean, you would choose. I'm sure that you would give anything, anything, to be able to not be in that position. Right? In which case you would be— the furthest thing from your mind would be taking a medication and ending your life. Bill Andrews: Absolutely. That's absolutely true and I know sometimes I throw the word suicide out and that's only because maybe because it's simple to say that word but I certainly like your definition a heck of a lot better than mine. Dr. Bob: I guess I took that opportunity just to insert my bias on that. Bill Andrews: Well, I agree. I think you're absolutely not. Dr. Bob: This is your experience and you can think about it or talk about it Bill Andrews: Right. Dr. Bob: Any way you want. Bill Andrews: Yeah. Dr. Bob: Bill, I have the advantage of having a little bit more knowledge of your background and who you are and I think this whole conversation becomes more poignant when people have a sense of what you've done. Could you share a little bit about your background? Bill Andrews: Oh boy. How much time do we have? Dr. Bob: Let's do the Reader's Digest version. Bill Andrews: Well, we'll do a real quick one, yeah. My grandfather's a general in the army. The Air Force. My father was in the military. I was born in Chicago. We moved to California in the '50s and eventually, my family ended up in La Jolla. I grew up right across the street surfing and enjoying the ocean at La Jolla Shores. Graduated from La Jolla High School. Got a scholarship to the University of New Mexico as the United States was preparing for Vietnam. I didn't do real well with that experience with the military side of my education. Anyway, I kind of did an odd thing. I just worked. I have a very broad, broad work history. Not very deep. I know a little bit about a lot of stuff. I've done engineering. I've done clothing manufacturing. I've made garments overseas. I did some advertising programs for Pepsi-Cola. I was on the cover of Surfer magazine if that makes any big deal. I used to motocross motorcycles. I used to race motorcycles. An avid sportsman, fishing. Loved education so this is why this program that you're doing is so fascinating to me. I'm absolutely enjoying every second of watching this go through the process. Raised three beautiful children. Actually, their mother did a much better job at raising them than I did. I just love learning about this and I am so thankful that we've progressed to a state where we can talk about these things. Dr. Bob: Yeah. Bill Andrews: You know, maybe my kids have a one- sentence thing they can say. Not something too bad. Dr. Bob: I would love to get a little bit of the insight from them if they're willing. No pressure though. Brian: Hello, this is Brian and just—my dad's always been a real go-getter in life and wants us to be the very best we can be and always wanting us to be improving and really to be exceptional. Of course, it's been very difficult to watch him go from a very active person and suffering through the loss of being able to use his body. Back on that comment about the suicide, I'm finding a lot of comfort from knowing that you know the cause of death is ALS and that we're able to make this choice. The aid in dying is just fabulous for us that this was passed in California and we're getting the help to do this and your guidance. It's either, you know, going to be that path or watching him really suffer and go through a long and much more difficult process, having a result in a very short time from now that we get to avoid with this. Dr. Bob: Yeah. Brian: Feeling very fortunate and very proud of my dad and very thankful we have this choice. Dr. Bob: Wonderful and I have to tell you, you know, that giving him the gift of supporting him is incredibly powerful. I've had the opportunity to be with many of the family members. The children, the spouses, parents of people who have done the end- of- life option and they are all so at peace knowing that they gave that gift and it didn't always start out— they didn't start out feeling supportive or comfortable with it by any stretch of the imagination but having come through that together, recognizing how desperately important it is to the person who's dying to have that support and to have people with them at the time, you get to go on the rest of your life knowing that you gave that ultimate and last gift. Brian: Yeah. Yeah. Dr. Bob: Good for you and thank you. This might be helpful for people. When your dad first—and Chris, if you want to chime in too—When your dad first approached this with you, what was your initial reaction? Do you remember? Brian: Well we actually brought this forward ourselves in working with him. We were looking at researching ALS and talking about what we wanted to do in the time ahead from diagnosis and we decided we were going to really come together as a family and we took a great trip together, a road trip, and we spent a lot of time together and had a lot of great conversations. Dad's friends from surfing—he's got hundreds of friends— threw him an amazing party. It was a celebration of life while he was here and that's the way Dad wanted to do that versus waiting until he was gone and having a big service and paddle out after he was gone, so that was an amazing day. We had a band, amazing food. It was a beautiful day at the beach. Dr. Bob: Wow. Brian: His friends made this happen down in La Jolla. We've really just taken this time to come closer together and have these great experiences. We were thinking about how this was all going to come to an end and we were going to ALS meetings and just really learning about it and part of that was just researching. I remember reading about it online and then we talked about it as a family and then, you know, it kind of went from there. Dr. Bob: Okay. Brian: Yeah, just exploring the options. We all have felt really good about it from day one. Dr. Bob: Great, so it kind of happened organically and a lot of times it's the individual who finds out about it or comes to that kind of decision, sometimes having been thinking about it for quite a while and it does take some finesse sometimes and time to get families onboard, so I'm glad that you didn't have to go through that. You were able to just, from day one, be united and working together, which is great. Bill Andrews: Yeah, I think in general we were 90 to 95% onboard in total from day one. My decision was I did not want to be kept alive and if it came down to not eating, not drinking or whatever, that was my chosen course. I wasn't going to put my family—I didn't want to put my family through a whole bunch of torture but a torture for me would be breathing help and eating help. Dr. Bob: Mm-hmm (affirmative). Bill Andrews: And selfishly watching my bank account go from a very small amount to negative numbers. Dr. Bob: Mm-hmm (affirmative). Bill Andrews: A lot's played into my decision, selfishly, on what I was going to do. Dr. Bob: I hear you. Bill Andrews: I appreciate them that they're going along with this. Dr. Bob: Yeah. Chris: This is Chris. I have one more thing to add to that. Dr. Bob: Great. Chris: I think in the beginning we were very curious about the disease and that curiosity led us to read a lot and also like Brian said, they started going to meetings. I was living in New York and I was pretty far away, so for me, it was more of like an academic research. Like what can I read and what can I understand more of? Once you start to dive into that space and you get like ... If you don't have a disease you need proximity to it to understand it and once you do, it sort of is like "this is awful" and you want to do everything you can to help. I think that for other families that might be going through this, I imagine there's a lot of avoidance of kind of really want to think about the end or "I don't really want to know too much about it”. But for us I think having, throwing ourselves into it, it gave us a lot more strength, I guess, to just keep moving through this process with him. Dr. Bob: Mm-hmm (affirmative). Chris: Because we know what's on the other side of it. We don't know how he's feeling but we're able to paint a picture of it by seeing how other people, what it's done to other people. Dr. Bob: Yeah. Now other people will be able to look and have, hopefully, hear this conversation, and the conversation can continue in various forms, but to see how powerful it can be to plan. Right? Not to avoid but to see what's coming, what are the alternatives, how do you make sure that at the end you feel like you have the control you need, that you always would want. The disease takes pretty much all control, at least physical control, away. I imagine knowing that you're going to be able to make this last decision for yourself, Bill, gives you a real sense of control back that's been missing. Bill Andrews: Oh, it absolutely does. I just want to add one more thing too. When I first was diagnosed I wanted to learn more and more about the disease. I'm reading, reading, voraciously and you know, it's all over the place of what it is, what causes it, what doesn't cause it and on and on and on. So I kind of, I started writing originally about my experiences on my blog and then I thought, eh, if people want to learn about the disease they can go to Wikipedia or something. People had asked and they go, “Well, how are you feeling today? You're moving your toes.", or something. I go, “Well, you know, maybe you ought to learn more about the disease yourselves and then maybe you'd understand where I'm coming from a little easier." Because it's all kind of basically the same, so rather than explaining to the same people every other day how I'm feeling, just, you know, make your own calendar and chart it yourself and they can make their own timeline or something. Dr. Bob: Mm-hmm (affirmative). Mm-hmm (affirmative). Brian: Yeah, my dad's real quick as well. Dad would always say, "Hey, if this is where it would stop, I could be okay. Where I still can stand up and take a few steps with my walker or be able to feed myself and go to the bathroom. Yeah, okay, I'm okay." Then every day we'd get progressively worse and you hit a new level and it'd be like "Wow, I didn't think I'd keep going with this but now that I'm here I could keep going a little more.", and it was just like, and I'm going where is the line? You know? Where is the final level where it's not going to be okay anymore and then it becomes a— there is a point where ... Because as Chris said, "Dad, we're researching." In the end Dad, he was consistent from day one. "I will not be in a feeding tube. I will not be in on a respirator. I don't want to be kept alive. If I have to be fully cared for and bedridden, that's not the quality of life I want to have and that's when I'm ready to go." So always trying to think about, well, at some point we're going to hit a point where you can't move your arms at all. Today he can't move his legs and he doesn't have the strength to do anything with his arms other than lift something that weighs just a few ounces. Pretty soon he won't have the ability to use his arms at all and that's very close so we're trying to stay ahead. We know that there're only a few decisions left. You know, at the very end he's going to starve to death and go through a [inaudible 00:33:26. A difficult process or take this option, so it's been just always trying to stay ahead, but as the years evolved, choices and the days and the weeks and the equipment we need and choices to make has been—it's all in Dad's own journey. Dr. Bob: Mm-hmm (affirmative). Brian: But here we are and now we're all feeling really good about this choice. You know, given where we are. Dr. Bob: Yeah. Thank you. That was really awesome to hear and it's Dad's journey but you're a team and the obvious connection and bond that you guys share in his knowing that this isn't—it's not going to tear you apart, it's not going to destroy you. That you are so together on it and seeing this is the compassionate option. I mean that's going to allow him to slip away so peacefully with that feeling of I don't know, completion or this ultimate sense of connection so that's really powerful that you've been able to create that for him together, all of you. Bill Andrews: Yeah, it's the compassion I think that is so important. You know, everybody can have sympathy or they can have empathy, but all I ask from people is you don't even have to understand it, just accept it as it is and when I tell you how it is, that's what it is. If you need any more information, go to Wikipedia. Go to WebMD or something, I don't know. That's the way I feel. Dr. Bob: All right. Hey, I have two more questions if that's okay and then I'm going to let you go. Bill Andrews: Okay. Dr. Bob: One of them is do you have any fear at this point? Is there anything about this that is causing fear or anxiety for you? Bill Andrews: Absolutely not. Not a drop of fear. Dr. Bob: Awesome. Great. Bill Andrews: No. This is like, you know— Dr. Bob: Oh, go ahead. Bill Andrews: Just a new adventure. A new adventure. Dr. Bob: Okay. That's beautiful. Bill Andrews: Anticipation, not fear. Dr. Bob: Great. I guess the last one is what would you like to share? I know it's not like you're out shouting from the mountaintops to the masses here but Bill Andrews: Right. Dr. Bob: Can you distill down your message? Bill Andrews, Big Pink. Bill Andrews: Surfing. Surfing nickname, no less. Dr. Bob: It's a surfing nickname. Bill Andrews: I guess now that I'm looking back, obviously you can't make every move the right move and just a couple of things. I think if you kind of put your life on autopilot— this may be a little weird but, kind of set a course if you can. You know, get a point A to point B and of course, then obviously by judgment is the right course. You know, a good course. Like a righteous course, and try to stay to that and every once in a while get, but because of your autopilot and that comes internally or God or your friends or whatever, kind of knocks you back into ... Excuse me. Back on course so you're not out there one month, two months, three months. You know, kind of lost out there and then you're looking at time bandits and everything. I think it's very important to make as much effective use of your time as you possibly can, and there again, you know I'm preaching to the choir and all that stuff, but I look back at my life. You know, you only have so many minutes in your life and, gosh, if you could just make 60% of those minutes effective and doing good again, all by definition, that would be my—that's my message to my kids. Kind of pick that course, stay on that course, and you'll look back and go, "Gosh, I've lived a good life and I'm proud of what I've done." Dr. Bob: That's beautiful. Thank you. That's really phenomenal. You guys, Brian, Chris, do you have anything you'd like to say about your dad or anything regarding this before we close out? Brian: Just that we love Dad very much and we're proud of him and proud to be your son, Dad. Bill Andrews: Thank you. Dr. Bob: All right, guys. Bill Andrews: Okay. Dr. Bob: Hey, thank you so much for your time and thank you so much for all you know, Bill, all you've brought to the world. I will be seeing you soon and looking forward to every moment that we have together.
So the big question is this, how do you become financially free in today's world where you can do what you love doing, spend time with the ones you love and provide for your family without being chained and selling your soul to a nine to five corporate America job without having to sacrifice going out to eat so you can pay off the debt faster. The question isn't, how do you save more? The question is, how do you make more without spending more time? That is the question and this podcast as the answers. My name is Ryan Enk and this is Cash Flow Dad Life Ryan: All right. What's up everybody? This is Ryan with cashflow dad life and I'm stoked today to bring to you the cash flow Ninja of the world right now, Brian page. And the reason I call them that is because he has made over $300,000 in just six months using a huge new real estate investment strategy in the short term rental market using AIRBNB's. Brian, are you there? Brian: Yes, I am. What's going on? I've never been called the cashflow Ninja before. Okay. Ryan: No, it kind of has a nice ring to it, doesn't, it does. Just remember you heard it from me first. I might have to, might have to copyright that Brian, but so he calls the strategy the BNB formula and basically what it is is you can get started with this on a shoestring budget even with very little money because you don't have to actually own the properties. You can make. Quit your job type of money in just a few months... You can automate the business to make it passive and work on just a laptop or a cell phone for just four hours a week or less. And you could get started with no credit. Did I miss anything there? Brian: Yeah, no, it sounds too good to be true. I'll have to have to preface it because it sounds, it does sound amazing, but um, but I, I, yeah, basically what I've done is I've taught other people to do is, is pretty exciting. I'm very excited to talk about it. Ryan: And you've gotten some great results from a lot of the people that you've been teaching too. And that's kind of the premise of our podcast and our program is we want to provide people with passive income type opportunities so that they can be financially free. And that's one of the things that are really like about this is that you can kind of automate the business now. Nothing is entirely passive, but you've gotten it down to an art on how to basically minimize your time. So that is generally a passive business. Brian: Well, you want me to jump into it and kind of give the overview on what it is? Ryan: Yeah, absolutely. But real quick, how I kind of stumbled across this was a, I actually, because I'm a real estate investor, I see all these things in my facebook feed and uh, the BNB formula kind of popped up and I'm. And I thought that I was a pretty smart, right? So I bought this vacation rental property on the water in New Orleans is the $750,000 property and I got the owner to be the bank to me and he accepted $60,000 down, which is less than 10 percent. Uh, and it came fully furnished, so I just thought I was a genius and the first year I made $80,000 rental income in the short term rental market. So then I saw your thing pop up on the newsfeed on facebook and um, and so I went through, I watched the Webinar and end up getting the course and then I realized, wow, I'm a complete moron. I could have done this without putting $60,000 down. I could have just done this and you know, started cash flowing on it right away without that risk of ownership. And even if I wanted to be an owner, there's ways to do that --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/cashflow-dadlife/support
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
Brad Sullivan St. Mark’s, Bay City May 1, 2016 6 Easter, Year C Acts 16:9-15 John 5:1-9 Alms for An Ex-Leper? In the movie, The Life of Brian, Monty Python showed a rather silly example of this idea that being healed can actually be rather difficult. The movie was a comedy, which took place in Israel during the lifetime of Jesus. Brian, a historically insignificant and unknown Jew, found himself caught up in a series of crazy situations, his life often mirroring the life of Jesus. In the scene showing the difficulty of being healed, Brian is walking through town when a man comes prancing up to him asking, “Alms for an ex-leper?” Brian is not initially interested, and there is some haggling going on as the Ex-Leper continues to reduce the amount he is asking for when he finally comes to his rock bottom offer: Ex-Leper: Okay, sir, my final offer: half a shekel for an old ex-leper? Brian: Did you say "ex-leper"? Ex-Leper: That's right, sir, 16 years behind a veil and proud of it, sir. Brian: Well, what happened? Ex-Leper: Oh, cured, sir. Brian: Cured? Ex-Leper: Yes sir, bloody miracle, sir. Bless you! Brian: Who cured you? Ex-Leper: Jesus did, sir. I was hopping along, minding my own business, all of a sudden, up he comes, cures me! One minute I'm a leper with a trade, next minute my livelihood's gone. Not so much as a by-your-leave! "You're cured, mate." Bloody do-gooder. Brian: Alright, well, here you go. Ex-Leper: Half a denarii for my bloody life story. Brian: There’s just no pleasing some people. Ex-Leper: That’s just what Jesus said sir. The ex-leper did admit that leprosy was awful and that he would have preferred Jesus to have come back and given him some less-bothersome, yet alms-worthy malady, so that he could have continued to ply his trade of begging alms. Sometimes, the hardest thing in the world is to be healed. Without healing, life may be kind of crummy, but we adjust and adapt and become so accustomed to how things are, that we’d prefer not to be healed over risking changing how things are. “Do you want to be made well?” Jesus asked the man who had been ill for 38 years. I heard the suggestion recently that Jesus’ questions was not rhetorical, but an honest question. “Do you want to be made well?” Jesus had a gift to offer this man, but he would not force it on him. Imagine the change that would come upon this man when suddenly he was made well, when suddenly he wasn’t lying by this pool anymore waiting to come into the waters. When he didn’t’ have people pitying him anymore, he whole world was going to change. Responsibilities would be now upon him. While welcome, that was probably going to be a daunting transformation of his life. If we look at this story of physical healing and apply it to our spiritual healing, we see Jesus asking us that same question, “Do you want to be healed?”, and we find that our answers are not always “Yes.” For the healing that comes through accepting Jesus’ grace and love, through trusting in him and following in his ways, sometimes our answer to “Do you want to be healed?”, is “Yes, but not yet.” That was St. Augustine of Hippo’s famous prayer, “Lord, please make me a Christian, just not yet.” He believed that if he were to become a Christian, he would have to change his life; he’d have to give up a rather carefree, womanizing life, and actually be dedicated to Jesus’ teachings. He believed that following in Jesus’ way would be a better life for him. He believed that it would be more fulfilling, that it would bring about more good, that he would actually enjoy life more, but he just wasn’t ready to bite the bullet and stop his carousing, carefree, party-boy life. So, his response to Jesus’ question, “Do you want to be made well?”, was “Yes Lord, just not yet.” Sometimes the hardest thing in the world is to be healed. The healing that Jesus offers means transformation, and transformation is a daunting prospect. I may know that things aren’t good the way they are, but I can’t imagine life any other way. We may hold onto our past hurts, cling to our pain, because it feels like a shield against future pain. The man Jesus healed had been ill for 38 years. The story doesn’t say what his malady was, just that he was ill. He said he had no one to put him into the pool when the water was stirred up (when the healing powers of the water were present), and so someone else would always beat him to the water. I’ve always imagined the man as a cripple who was crawling to the water with lifeless legs dragging behind him, and perhaps that is the case, but perhaps not. Perhaps the man could walk, he just walked slowly, fearful of what would happen if he was healed, or maybe fearful that he would enter the water and not be healed. Perhaps he was afraid that he would enter the water and not be worthy of being healed. Remember that sickness was often seen as an affliction given by God as punishment for sin. If the man entered the water and was not healed, then he was not forgiven. Perhaps that fear of being unforgiven, that fear of being unlovable was too great, and the man remained as he was. Ultimately, that was the healing Jesus gave to the man. He cured the man’s illness, whatever it was, and in doing so, he declared the man forgiven of his sins and beloved of God. Be not afraid, be not ashamed, for you are God’s beloved, and God’s grace is more than sufficient for your sins. Lutheran Pastor, Nadia Bolz-Weber, wrote of God’s grace being enough for her sins. She had at one point been a bit of a jerk to a parishioner, totally unknown to the parishioner, but it was weighing on her, and she needed absolution; she needed to say out loud to another human being the crappy thing she had done, and she then needed to hear the words of God’s forgiveness spoken over her. So, she called her friend, Caitlin, who was also her confessor. Of Caitlin, she wrote: [Caitlin] knows me. Really well. And she is unimpressed with my sin. I’ve told her things about myself that I’ve not told anyone else and she still wants to be my friend. Not because she is magnanimous but because she believes in the power of forgiveness and the grace of God. Caitlin was unimpressed with Nadia’s sins. That’s how God is with us, unimpressed with our sins. Our sins are a big deal to us, and in one sense our sins are a big deal to God. Our sins are a big deal and they matter to God because our sins are the ways we hurt ourselves and each other. Our sins are a big deal to God because we are a big deal to God. Through our sins, we end up separating ourselves from each other and from God, and God wants to be united to us and for us to be united to each other. So our sins are a big deal to God, a big enough deal that God became human in the person of Jesus and let us kill him on the cross so that he could receive all of our sins, receive all of our sins in that macabre embrace, and having taken all of our sins upon himself, could say, “Father, forgive them.” Such is the grace of Jesus, that having taken all of our sins upon himself and having been killed by us, he has forgiven us. So, while our sins matter to God, God is also totally unimpressed by our sins, because his grace, forgiveness, and love are so much greater. The sins of the entirety of all human kind throughout all time are very great indeed: pettiness, insults, jealousy, abuse, rape, murder, genocide, holocausts. The sins of humanity are vast as the ocean, limitless as the sky, beyond our reckoning, and the sins of humanity are totally unimpressive when met with God’s grace, forgiveness, and love. That is what Jesus offers us when he says, “Do you want to be healed?” Imagine a life not held captive by guilt or shame from past sins. Imagine a life not constantly scrambling to be good enough to be worthy of God’s love. Imagine a life not held captive by the past hurts that others have given because you have been forgiven yourself by God and therefore able to forgive others. Imagine a life transformed, sometimes a daunting prospect, and so Jesus asks, “Do you want to be healed.” Do you want to be transformed by God’s grace? Do you want to be transformed by God’s forgiveness? Do you want to be transformed by God’s love? Do you want to let go the sins and the hurts of the past as God has let them go for you? Do you want to accept that there will be more sins and hurts in the future and let go of those as well? No longer clinging to our sins and our hurts, no longer clinging to our feelings of needing to be good enough to be worthy of God’s love, not longer clinging to all of the past and future mess, “Do you want,” Jesus asks, “to fall into God’s grace and accept that you are forgiven and beloved?” Amen.
Brad Sullivan St. Mark’s, Bay City May 1, 2016 6 Easter, Year C Acts 16:9-15 John 5:1-9 Alms for An Ex-Leper? In the movie, The Life of Brian, Monty Python showed a rather silly example of this idea that being healed can actually be rather difficult. The movie was a comedy, which took place in Israel during the lifetime of Jesus. Brian, a historically insignificant and unknown Jew, found himself caught up in a series of crazy situations, his life often mirroring the life of Jesus. In the scene showing the difficulty of being healed, Brian is walking through town when a man comes prancing up to him asking, “Alms for an ex-leper?” Brian is not initially interested, and there is some haggling going on as the Ex-Leper continues to reduce the amount he is asking for when he finally comes to his rock bottom offer: Ex-Leper: Okay, sir, my final offer: half a shekel for an old ex-leper? Brian: Did you say "ex-leper"? Ex-Leper: That's right, sir, 16 years behind a veil and proud of it, sir. Brian: Well, what happened? Ex-Leper: Oh, cured, sir. Brian: Cured? Ex-Leper: Yes sir, bloody miracle, sir. Bless you! Brian: Who cured you? Ex-Leper: Jesus did, sir. I was hopping along, minding my own business, all of a sudden, up he comes, cures me! One minute I'm a leper with a trade, next minute my livelihood's gone. Not so much as a by-your-leave! "You're cured, mate." Bloody do-gooder. Brian: Alright, well, here you go. Ex-Leper: Half a denarii for my bloody life story. Brian: There’s just no pleasing some people. Ex-Leper: That’s just what Jesus said sir. The ex-leper did admit that leprosy was awful and that he would have preferred Jesus to have come back and given him some less-bothersome, yet alms-worthy malady, so that he could have continued to ply his trade of begging alms. Sometimes, the hardest thing in the world is to be healed. Without healing, life may be kind of crummy, but we adjust and adapt and become so accustomed to how things are, that we’d prefer not to be healed over risking changing how things are. “Do you want to be made well?” Jesus asked the man who had been ill for 38 years. I heard the suggestion recently that Jesus’ questions was not rhetorical, but an honest question. “Do you want to be made well?” Jesus had a gift to offer this man, but he would not force it on him. Imagine the change that would come upon this man when suddenly he was made well, when suddenly he wasn’t lying by this pool anymore waiting to come into the waters. When he didn’t’ have people pitying him anymore, he whole world was going to change. Responsibilities would be now upon him. While welcome, that was probably going to be a daunting transformation of his life. If we look at this story of physical healing and apply it to our spiritual healing, we see Jesus asking us that same question, “Do you want to be healed?”, and we find that our answers are not always “Yes.” For the healing that comes through accepting Jesus’ grace and love, through trusting in him and following in his ways, sometimes our answer to “Do you want to be healed?”, is “Yes, but not yet.” That was St. Augustine of Hippo’s famous prayer, “Lord, please make me a Christian, just not yet.” He believed that if he were to become a Christian, he would have to change his life; he’d have to give up a rather carefree, womanizing life, and actually be dedicated to Jesus’ teachings. He believed that following in Jesus’ way would be a better life for him. He believed that it would be more fulfilling, that it would bring about more good, that he would actually enjoy life more, but he just wasn’t ready to bite the bullet and stop his carousing, carefree, party-boy life. So, his response to Jesus’ question, “Do you want to be made well?”, was “Yes Lord, just not yet.” Sometimes the hardest thing in the world is to be healed. The healing that Jesus offers means transformation, and transformation is a daunting prospect. I may know that things aren’t good the way they are, but I can’t imagine life any other way. We may hold onto our past hurts, cling to our pain, because it feels like a shield against future pain. The man Jesus healed had been ill for 38 years. The story doesn’t say what his malady was, just that he was ill. He said he had no one to put him into the pool when the water was stirred up (when the healing powers of the water were present), and so someone else would always beat him to the water. I’ve always imagined the man as a cripple who was crawling to the water with lifeless legs dragging behind him, and perhaps that is the case, but perhaps not. Perhaps the man could walk, he just walked slowly, fearful of what would happen if he was healed, or maybe fearful that he would enter the water and not be healed. Perhaps he was afraid that he would enter the water and not be worthy of being healed. Remember that sickness was often seen as an affliction given by God as punishment for sin. If the man entered the water and was not healed, then he was not forgiven. Perhaps that fear of being unforgiven, that fear of being unlovable was too great, and the man remained as he was. Ultimately, that was the healing Jesus gave to the man. He cured the man’s illness, whatever it was, and in doing so, he declared the man forgiven of his sins and beloved of God. Be not afraid, be not ashamed, for you are God’s beloved, and God’s grace is more than sufficient for your sins. Lutheran Pastor, Nadia Bolz-Weber, wrote of God’s grace being enough for her sins. She had at one point been a bit of a jerk to a parishioner, totally unknown to the parishioner, but it was weighing on her, and she needed absolution; she needed to say out loud to another human being the crappy thing she had done, and she then needed to hear the words of God’s forgiveness spoken over her. So, she called her friend, Caitlin, who was also her confessor. Of Caitlin, she wrote: [Caitlin] knows me. Really well. And she is unimpressed with my sin. I’ve told her things about myself that I’ve not told anyone else and she still wants to be my friend. Not because she is magnanimous but because she believes in the power of forgiveness and the grace of God. Caitlin was unimpressed with Nadia’s sins. That’s how God is with us, unimpressed with our sins. Our sins are a big deal to us, and in one sense our sins are a big deal to God. Our sins are a big deal and they matter to God because our sins are the ways we hurt ourselves and each other. Our sins are a big deal to God because we are a big deal to God. Through our sins, we end up separating ourselves from each other and from God, and God wants to be united to us and for us to be united to each other. So our sins are a big deal to God, a big enough deal that God became human in the person of Jesus and let us kill him on the cross so that he could receive all of our sins, receive all of our sins in that macabre embrace, and having taken all of our sins upon himself, could say, “Father, forgive them.” Such is the grace of Jesus, that having taken all of our sins upon himself and having been killed by us, he has forgiven us. So, while our sins matter to God, God is also totally unimpressed by our sins, because his grace, forgiveness, and love are so much greater. The sins of the entirety of all human kind throughout all time are very great indeed: pettiness, insults, jealousy, abuse, rape, murder, genocide, holocausts. The sins of humanity are vast as the ocean, limitless as the sky, beyond our reckoning, and the sins of humanity are totally unimpressive when met with God’s grace, forgiveness, and love. That is what Jesus offers us when he says, “Do you want to be healed?” Imagine a life not held captive by guilt or shame from past sins. Imagine a life not constantly scrambling to be good enough to be worthy of God’s love. Imagine a life not held captive by the past hurts that others have given because you have been forgiven yourself by God and therefore able to forgive others. Imagine a life transformed, sometimes a daunting prospect, and so Jesus asks, “Do you want to be healed.” Do you want to be transformed by God’s grace? Do you want to be transformed by God’s forgiveness? Do you want to be transformed by God’s love? Do you want to let go the sins and the hurts of the past as God has let them go for you? Do you want to accept that there will be more sins and hurts in the future and let go of those as well? No longer clinging to our sins and our hurts, no longer clinging to our feelings of needing to be good enough to be worthy of God’s love, not longer clinging to all of the past and future mess, “Do you want,” Jesus asks, “to fall into God’s grace and accept that you are forgiven and beloved?” Amen.
非常感谢热心听众,文稿精英小分队的成员【吉祥三宝-郭新燕-Maggie】和【大声-屠清音-Helen】对本文稿的贡献!几乎100%的正确率,赞一个! 赠人玫瑰,手有余香。想为文稿做贡献的童鞋请微博私信联系@CRI罗煜。我们撒花欢迎你的加入! 听写完的文稿都会由主持人们负责Check,然后发布给小伙伴们。同时,通过对比,也可以学习到很多有用的单词和短语呢!希望大家能够加入我们,让圆桌能够陪伴更多小伙伴们的成长!Heyang: Mysterious crop circles, so called “麦田怪圈”, provoke puzzlement, delight and intrigue for many people. Now in a village in Nanjing, dragon-shaped patterns have been flattened in a wheat field by local villagers. It is said that poisonous weed killers have been used to create this pattern. For what purpose? Well, to attract tourists. And does this end justify the means is my ultimate question. But guys, tell me more about the story.Brian: Interesting question there. But about the story: as you mentioned, these dragon-shaped patterns going on in this village over by Nanjing, one of them is two dragons playing with a ball.Heyang: Dragon ball!Brian: Oh yes, that’s what I Luo Yu: Is it a ball or should it be a pearl?Brian: A pearl, well, something…Heyang: Dragon pearl!Brian: I’m not sure if you can tell the difference when it is a pattern in the field there. But anyway auspicious symbol in China, cool staff there, but apparently they used herbicides. Another thing is if you look from the sky, you can also see an imposing imperial robe with dragons which, again, looks cool, but again looks like weed killers were used to turn some of the wheat - the green wheat - yellow, which is not so cool.Luo Yu: Right, I think it’s quite a good thing. For one thing, the village can obviously upgrade the local economy because previously those farmers rely heavily on husbandry, on stock-breeding, but now they can turn to tourism sector. And because of the ripple effect it can bring to the village, actually you will see probably more visitors will come in to the village to see this either imperial robe or the two-dragons-playing-with-the-ball images, and they probably will stay in either hotels or hostels, and, you know, spend money there. So, generally, it is a very good idea for the local village.Heyang: I think you make a really good case for it. But, Luo Yu, do you honestly think that tourists will want to go to this place just to see these crop circle things?Luo Yu: That’s my concern as well because nowadays the drones have become very popular already, right? You can see these beautiful pictures meticulously photographed by those drones through aerial images. And to that extent, there’s not any need for you to go to the scene yourself, right?Brian: There, there’s that. But there’re environmental concerns. But those aside for the moment, like we’re talking here, how sustainable is this? I mean, to me it feels like kind of a gimmick. For most people, I feel like no, you’re not gonna go there. And again, you know, if it was like a real tourist attraction that had like, that was really interesting, you had some value there, that’s one thing. But the idea, you know, okay, let’s try, everybody let’s try and have our town become a tourist spot whatever. That’s, I don’t think that’s a good idea, I don’t think it’s sustainable, I don’t think it’s gonna work.Heyang: Well, there you go. The other side of the story.Luo Yu: Right. Definitely. Whether it is sustainable, I think it needs some time for us to see whether it can pan out. But probably this village is becoming smart enough to create more wheat images in the future.Brian: I guess if it became really famous for having like just really exquisite patterns and doing like a world-class job whatever, a national class job, yeah, maybe you could do that. But that’s not likely what’s gonna happen here because that kind of staff doesn’t happen, you know, on accident there. I feel like it’s hard to get to that level where it’s really worthy of tourists seeing. And again, not to mention the environmental concerns.Luo Yu: They should have invited some craftsmen into the village to do the job. But environmental concern definitely is one thing.Heyang: Okay, sure. And I think, what about the conventional farming bit? What about these fields used to plant wheat and other grain and all kinds of staff? Is abandoning that and going for tourism a good idea here?Brian: I would say no. I mean not there’s tons of money in farming, but if you look at, again, just these farmers themselves, I don’t think it’s a very sustainable move like, if they had some, again, really “wow” kind of tourist attraction, then yeah, that might be a smart move. But if it’s just this sort of thing they’re planning on, you know, giving up farming just ‘cause they made some crop circles that, you know, people in other places could do just as easily, no, that’s not a smart business move.Luo Yu: Maybe you don’t think it’s a “wow”, but for a lot of people it’s a “wow”. Different people have different standards and criteria for “wow”, right?Brian: That is true, but you...Heyang: I haven’t heard so many WOWs in one conversation ever, that’s the WOW factor of that part.Brian: Yeah, yeah.Luo Yu: If you talk about conventional farming, come on, it only costs those farmers 80,000 yuan, which is not that much. It’s only about 12,300 US dollars. At the same time, they get...Brian: That’s US dollars, we are in China.Luo Yu: Well, but they get compensation. And if they can really upgrade from husbandry to tourism sector, that’s a very good sign.Brian: If it was good tourism, but I don’t think it is. And also, they’ve compensated by who, the local government? Wouldn’t it be better to put that money in a place where you might get a better overturn on your investment? A more...Luo Yu: What sort of investment? If they rely on money, they can never get enough money.Brian: Well, if the problem is only relying on farming, then they may look to diversify. But I’m not sure that tourism, by doing something that could be replicated by other people, is the best way to do it.Heyang: And the local official has been saying that it’s up to the farmers to decide whether they want to go for conventional farming which is not earning people a lot or go for other ways to earn money like tourism. I think that statement alone, itself, I don’t have anything to say against it. But look at the way that China has developed in the last two decades. Can we reject to the statement that we’ve developed so fast at the expense of the environment?Brian: At the expense of many things besides that too.Heyang: There you go. So here’s my other question, gentlemen. What about the environment? Is this causing harm to the environment? Are we doing exactly the same evil thing again?Luo Yu: I don’t think it’s an evil thing, because according to the...Heyang: Just dramatize, to sensationalize and people, our listeners tuned in...Luo Yu: No, I don’t sensationalize. Because according to the village authority. This village has been saying that previously they didn’t want to use herbicides. Why they used herbicides? Because some of the farmers didn’t know about the planting very well, so there was an accident that has happened, that’s why they have to use herbicides to create the images.Brian: Yeah, but they didn’t have to do this in the first place. And herbicides are not good, so there’s the dread damage to that. There’s the damage that, the fact, well there’s the crops have been wasted, and then maybe that will cause other problems that will not seen directly, maybe indirect problems there. And also if you want to talk about evil and doing bad to the environment, you can take a look at Miyazaki movies. He has very good ones that show that the evils of harming the environment.Heyang: Hmm.Luo Yu: Don’t dramatize it. I think you know, at least those people should give it a try. Come on. It shows their passion as well as wisdom to trying to develop themselves, upgrading their economy.Brian: Ok, I agree with that sentiment that, you know, there should be innovative and creative ways to get better, especially when it’s just agriculture, which is not a big money maker. But I think there are better ways, I mean, not that the farmers can decide this themselves, but if the local government wanted to do it, maybe they could turn it into a special economic zone or a free trade zone or something.Luo Yu: No, that’s not very easy to establish an industrial park or economic zone. Brian: It is not easy. Luo Yu: At the same time, you don’t know about local situation, maybe this is just a normal village that doesn’t have abundant tourism resources. And they want to create some of the resources themselves from scratch. What’s wrong about this?
【特别感谢热心听友Trevino Zhang-张静娴帮忙听写本篇文稿。另外,Trevino同学的文稿是100%的正确率,在此特提出表扬】Heyang: And on that survey conducted jointly by EZFM, our radio station, and also the British Embassy Beijing. I mean, we looked at other interesting questions, including this one, that is, do you think that there is gender bias in our media reports? Zeroing in on language usage in media, which sometimes can reinforce gender stereotypes without you even noticing it. And guys, do you see that there is a bias, what do those youth respondents tend to say?Brian: Well, I would say, I was a bit surprised, but not too surprised, half of the respondents think that there is a bias, and the other half don't. That may be surprising to you if you think there is, and I think that there is. But you have to realize that this is just we're so used to it. This kind of, just reflects how things are. For example, a lot of the time when women are described in the news reports, you'll hear descriptions of their age, their appearance, you know, their family roles or whatever, far more often than you hear with men, and people are just used to that, used to thinking of women in these sorts of ways, to where you see that, that is not unusual at all. Whereas if you see the same amount given to men, you would feel a little bit odd, not that that doesn't happen, but it happens not nearly as much there. So I think, this is just one sort of example there, but it's quite common, so common in fact that I think that's part of the reason why some people don't even see it.Megan: Absolutely. I think you mentioned a very interesting thing there about we don't even notice it and the way women are described in the media, and I was thinking particularly women in politics, so for example, ambassador Barbara Woodward, she is our first female British ambassador to China, and she is doing a great job, supporting this campaign for gender equality. And, you know, she holds a very important role, which is great, but across the world, that's not always the case. And you hear people talk about women in politics, for example, Angela Merkel. There were some comments said about how she looks, and how she dresses, and really, that's not what we should be focusing on. We should be focusing on the great job they do, or you know, how they think, their skills, their talents, rather than how they look.Heyang: Exactly, and it often appalls me, when these female world leaders, or women in leading positions in big companies, and they've worked that hard to get there, and they are making important decisions, and what the viewer or the audience cares about is where did she do her hair, what kind of suit is she wearing, and is she getting a little bit fat? And it's like, people, can't you just grow up a little bit, and look at what the real problem is here. That is you, looking at these ladies in that very biased eye.Brian: Right, right. And there are so many more important things going on. Like Angela Merkel for example, she is probably the most important leader in all of Europe, and she has way more stuff on her plate, way more important things to do, than you know, what is she wearing or these trivial sorts of things there, I mean, and it's again, it's not you sometimes see that for men as well, but it's just a distraction from what's important there, and there is just, there is also far more scrutiny on women. For example, in the US, we are seeing this. Obviously the political Campaign for presidents, and Hillary Clinton regardless of whatever else, sees a lot more scrutiny on her, in particular her appearance, but other aspects as well, because she is a woman, and that's the true all of the world, I think. Heyang: Yes, and that's something that's gotta be changed, and rising people's awareness in this regard is the first thing we can do. Talking about these kind of gender stereotypes, our Wechat listener Giraffe, I think that's your name, it's very interesting on our bullet curtain, is a comment from her. She says that her boyfriend often meets older women in the supermarket when he is doing some grocery shopping, and then, these older people ask her boyfriend, "why are you doing shopping for groceries for the household? Is that because you earn less than your female counterpart in your household?" Oh my gosh, how can we change people's perception on this, why is it that there is this gender stereotype rot that people are just sunken into.Brian: I think humans have just been like this, or at lease society has been like this for ages and ages, but I think it's very telling what you said there, it's the old ladies that are coming up to him in the supermarket, it's not , you know, the young people right out of college, or little girls that are saying that, it's these old ladies who've been raised in this society where, you know, that was women's work, men didn't do that, you know, men don't enter the kitchens, sort of things there. And I think, as time goes on obviously, this education and talking about this, this messaging is important, but you know, part of it will just happen naturally as the generations go on.Heyang: Yes, and more importantly I think, when we are hailing for women's right or being a feminist myself, we’ve kind of touched up on this, earlier on, but I'm gotta say it right now, it's not just about elevating women's right, but it's also meaning that guys can get a wider scope of option. It's like guys, you shouldn't be confined into your gender role either, it's fine to be a little bit metrosexual maybe. (Men could love shopping.) Yes, and also, you know, pluck your eyebrows, that's fine too, although that's a little bit too much for my taste. But still, it means more choice, more options for everyone, and that is what we are hailing for. And too bad, we only have this much time, one last thing I would like to direct to Megan is, be yourself, what is that one golden tip you would give to all of us.Megan: The golden tip is to remember, you can do whatever you want, so remember to be yourself, and remember to strive to achieve what you want to achieve no matter your gender.Heyang: Well said, and we'll end with that note on very special day and like I've said so many times on the show, women's right is not something we only discuss on International Women's Day, it should be every day.
【特别感谢热心听友黄善鋆帮忙听写本篇文稿】Heyang: The imperial princess, Oh No, it’s not the imperial princess, it’s actually the imperial doctress or 女医明妃传. The TV drama has been lambasted by viewers because of the validity of prescription medicines used in the drama. Are people making a fuss out of nothing or are these TV shows too far off from real practice?I know this is probably not the usual show that you guys would check out but because we are professionals, and I’m sure that you’ve looked at some of it. Do you think that the prescribed Traditional Chinese Medicine doesn’t really make sense in this show? Brian: I would say yes, because Traditional Chinese Medicine doesn’t make sense in lot of ways, but within Traditional Chinese Medicine, contrary to what some people online seem to think, it does seem that it’s largely correct actually.Liu Yan: Well, I think there so much controversy, mainly because some of the prescriptions sound pretty out there. Let’s just say, for example, there is this liquid mixture of fingernails, bird poop and earthworms used as some sort of medicine to treat a fever, just a fever. So of course, if you are one of those lazy people, who just like to watch TV shows but not actually do research, you would certainly think, Oh, this is nonsense.Brian: That’s what Weibo and Twitter, and all of these were invented for, for just spouting off your mouth without doing any thinking or research.Heyang: Yes, that’s just a wonderful example that Liu Yan just gave us. It turned out that Traditional Chinese Medicine doctors, specialists have been employed to consult and confirm with this prescription used on the show. And apparently a lot of these are kind of real, but it’s not like one hundred percent accurate to how you would, you know, perform the procedure on a patient for example. But is it really, something that we should worry about that these procedures used in TV shows are just not professional enough?Brian: Well, it bothers some people obviously. But it’s not just this sort of thing. It’s is this TV show or movie accurately portraying this relatively narrow or specialized or professional field in the right way? And a lot of the time, I know Hollywood doesn’t do things accurately. And much of it is to make things more dramatic. Sometimes this is just in the air, coz they haven’t done the research or they don’t care to do it well. But a lot of time it’s for drama, and if it’s for drama, that makes a certain amount of sense but I guess it depends on what you are looking for as a viewer. And for most people, they probably wouldn’t care too much. I would say if it is in an egregious era such that they wouldn’t just happen in reality, or that is just it would actually affect things in the plot or whatever, then yea, that’s a problem, but minor things. Nay.Liu Yan: I can definitely understand why some people are so being such sticklers. Because to them, maybe staying true to the facts is a very important factor to decide whether this is quality entertainment. But in general, I think after all this is just entertainment and you needn’t be too serious about details. However you can never underestimate the power of popular TV shows and things like that. What if people actually watch this and take it as truth and then imitate this practice?Heyang: Yes, I think that’s a legitimate question. But can I please bring to your attention that on any TV show, especially this procedural kind of or TV shows that portray a particular profession, they have, in the beginning of every episode, there is this disclaimer that all fictional characters, or you know, coincidence if something does happen if you just copy us, you know those kind of things. I mean, would people, honestly, do this like replicate what happens on the shows? Brian: Yes, absolutely!Heyang: What are these people thinking?Brian: Well that’s the question. But that doesn’t mean that’s not gonna happen. If you can think of something happening however ridiculous it might be, someone will do it somewhere online. Liu Yan: And also you have to remember that a lot of people are actually watching this type of TV shows on the Internet. So if you watch those shows on Tencent for example, you can actually set the setting so you start from the actual dialogue instead of the opening disclaimer and theme song and things like that. So I doubt that a lot of people don’t see what you have just mentioned.Brian: I think even if they see this disclaimer, it’s not gonna make a huge difference.Heyang: That’s so interesting especially with today’s topic 女医明妃传. Coz I actually went through a lot of those criticism posts, it’s just got ignorance written all over. As average viewers like myself who know very little about traditional TCM and then when I see a show like this, I have a question mark in my head and because of my lack of knowledge, when I saw a bird poop and all kinds of poop and stuff, and then you are like how could that be true? And you automatically think this doesn’t seem right, but then you know these traditional Chinese medicine doctors have come out and said, well sometimes we use these things and it’s the combination of which that can sometimes have very good effects on people.Brian: Supposedly. Heyang: Well, yeah, you are the person who can arrive at your own decision and judgment on such things. It just turned out that so many netizens like myself, I suppose, we don’t know if we think we’ve been smart and we make all these comments when you just don’t know, isn’t this a lesson for people that although the Internet is a free space for all kinds of comments, but shouldn’t you at least think twice what you were saying, at least do a little bit of research before making these statements?Brian: Yeah, I mean like a certain presidential candidate in the US, you have the right to be wrong, utterly and horribly wrong, but you should really think before you speak or tweet or microblog or whatever.Liu Yan: I have a feeling that certain candidate is a running joke on this show and people are enjoying it including Heyang especially.Heyang: Yes, the squirrel on his head? Liu Yan: Oh, it reminds me of that Chinese saying 这样真的好吗?Heyang: 很好啊. I won’t say anything wrong with it until I get a lawyer’s letter from him.
Heyang: Toothache can be a real joy killer, especially when a delicious meal is laid in front of you. Experts are saying dental health has been neglected by Chinese people for years. Is having bad teeth a long-time headache for many Chinese people? I think I should direct the question to Luoyu first. Do you agree with a statement as such that Chinese people have bad teeth and it’s a bit of headache?Luoyu: I tend to agree. I actually remember the story you told me the other day in the morning. We had a lovely discussion. You said…Heyang: What? I was involved? I don’t think I was there, but, Okay, carry on.Brian: Maybe it was lovely for one party, but not for the other.Heyang: You are so sharp. Some stuff should be left unsaid. Luoyu: You said you are on a subway car, and all of the sudden there is a man standing next to you showing his butter-colored teeth as well as the bad breath from him…Heyang: Yeah, it’s terrible, terrible experience. It was only when I noticed that guy standing next to me had really bad odor…I think he had Chinese chives the night before, amongst seafood and stuff and it was terrible. So I looked at him at the corner of my eye, and I realized he had bad teeth as well. Okay, why are we talking about this? Sorry if I’ve disgusted you.Luoyu: Right, actually that’s an indication that generally speaking Chinese people don’t pay enough attention to their dental care. I also have two surveys to back up my argument. The very first survey is this Oral health epidemiology survey. This latest survey shows that about 80% to 97% of Chinese people have periodontal diseases to some extent. In Chinese, that’s牙周疾病. It seems that almost everyone in China has the problem. And another survey has actually shown even more staggering numbers. That Chinese preventive medicine society estimated that nearly 500 million people in China, mostly in rural areas, never brush their teeth. Brian: That is shocking! That is shocking to me. I hope that’s not true. I know obviously Chinese people are not in the most ideal condition for dental health. But over a third of Chinese people don’t brush their teeth? Er, I hope not. Heyang: You are overwhelmed by that figure.Brian: It is. That’s a ton of people. Heyang: I think there is a difference in life style because it hasn’t really been brought to their attention. Brian: This consciousness.Heyang: yes, (this consciousness) that you need to brush your teeth. I’m really curious then are there people that don’t brush their teeth and their teeth are still Okay? That could be the case too!Brian: Yeah, it is probably the case. It seems to me this is kind of like mental health in a certain way. China is by no means the only place with this issue, but obviously you know regular health, if you get sick, you know you need to do something about it because it is bothering you. But say with dental health, mental health, it’s just not as obvious and there’s not this idea or this consciousness about it. So people are less likely to do as many preventative measures as well as going to get care when you need it. Heyang: Yeah, and just add one small personal observation when it comes to bad teeth in China, actually I talked to some of our colleagues in the office. Our small circle seem to agree that in China it is rather common for someone who’s only in their fifties, they already have teeth that’s like falling out. That’s not an uncommon problem. But if you do a comparison, let’s say, with some developed countries, or countries with a culture that look after their teeth more attentively, then you don’t see this happening as much. So guys, why do you think there is this problem that we don’t look after our teeth?Luoyu: Consciousness is definitely one thing. And sometimes I think the Chinese people lack the basic knowledge of how to protect their teeth. For example, when we pick up the brushes, we don’t know which one is the best brush for you. Do you know, Brian? Brian: Well, I know in the US…Luoyu: When it comes to the stiffness of the bristle.Brian: Well, I don’t know exactly. What I would do in the U.S., there is an American Dental Association, which I believe does a good job, and they have their seal on certain toothbrushes. Some cheap like 99 cents toothbrush, that’s probably not as good. But admittedly, another thing you see in the U.S., is like mechanical toothbrushes.Heyang: yeah, I think a lack of awareness, being aware that this is being a big deal is a big problem here as in our culture there seems to be the saying about “Having toothache is not a disease, but when the tooth actually aches, it can kill you.” So it should be considered as a disease too, right?Brian: Right. I feel like a lot people don’t pay much attention to their teeth unless it hurts whereas what probably you should do is treating your teeth like your body. Check it at least once a year. Luoyu: I have some advice as well. For one thing, if you really have those crooked teeth at an early age probably you need a dental brace procedure.Brian: Related to both what Luoyu said and what I said is you have to have money or more often insurance. If you don’t have health insurance that covers this, then you are not as likely to do that and afford it.Heyang: Yes, and also I think here is the place that parents have a big role to play as I know sometimes bad teeth or crooked teeth have been passed on from generation to generation. But that is not a general case, I think. Parents need to tell their kids that especially when your teeth change, that’s when you need to pay more attention to the kid’s teeth and make sure that they are growing in a really straight fashion. Brian: And floss daily Heyang: Okay, and visit your dentist.
【特别感谢热心听友吕欣欣帮忙听写本篇文稿】Heyang: In Chengdu, an underage girl had plastic surgery, without the consent of her parents. She also owed the hospital over 10 thousand Yuan for her surgery. How could this have happened in the first place?So guys, here is a story that’s a little bit complicated here. Could you please unpack the story for me?Brian: I will attempt to. So we have Xiao Zhen here who is a 17-year-old girl, not feeling so great about the way she looks. So she decides, “oh, I’ll have some micro plastic surgery on my face to make things better”, so this was last November. And it cost over 12000 yuan in Chengdu there. And she didn’t have that much money. She’s a student. So what she does is rather than talking to her parents at all about this which seems like she did not do, she goes to a friend who’s over 18 and says, “hey, can you help me apply for a loan here?” So her friend applies for the loan. And then she uses that there and goes all behind her parents’ back.Luoyu: Well, is it really she asked some of her friends to lend her the money?Brian: She asked her friend to apply for the loan, for her, not to lend her the money.Luoyu: I think the hospital basically arranged everything for this. I mean, basically for the very first time when the 17 year-old girl consulted with the hospital staff, the person, the staff refused her to take the surgery because she got to know that this girl is only 17 years old. And for the very second time, she didn’t tell this member she was 17. Yet this staff from the hospital told her that if you lack financial means, we can definitely help you with it by borrowing some money from the loan companies.Heyang: So the hospital directed this girl to the loan company (Luoyu: Yes), and get the financial side of things sorted out so the underage girl can have plastic surgery. Is this the story? (Luoyu: Yes) Right. Who is at a greater fault here? I mean, we’ve got at least 4 parties in play here, right? The girl herself, her parents who’s like completely out of the picture until they wanted to get compensation, and there’s the hospital and loan company, who’s at fault here?Brian: Well, who’s at fault versus who’s at greater fault because I think we can say that all of them are at fault to some degree. But to me I think the greatest would be the hospital. Because she’s under 18, she should not be allowed to do this at all and it happened. And not only that, they helped point her to this loan company for this huge loan which she was gonna take on on her own as a student with no income. And again she couldn&`&t get the loan. She was not supposed to get the loan being under 18 there. So the hospital has done several bad things here on top of the girl who was foolish in multiple ways. But it’s really the hospital enabled her. There’s supposed to be restrictions and you know, following the rules so that when young people who are not as fully developed, wanna do something that’s not very wise, they’re stopped from doing that. And the hospital is the one who didn’t stop her, and they’re at biggest fault.Luoyu: Well, the hospital doesn&`&t have any reason to stop the 17-year-old girl to…Brain: She’s 17. Of course they have a reason. She’s not supposed to be getting about it.Luoyu: But come on, I mean, the purpose for the hospital is to gain profit especially the hospital in a private sector. And when we’re talking about this, I mean, the verification process doesn’t even exist in this hospital. The loan applicant is not the one who received the surgery. So I think the whole industry should be standardized, maybe?Brain: There’s a fair point there but I would say, hospitals I mean, yeah they’re for profit, but there’re rules, too, man.Heyang: Yeah there’re rules and Luoyu thinks the hospital is right along all this time?Luoyu: No no no I don&`&t think it’s all right.Brian: Not as much.Heyang: We have some listeners who have a very strong opinion about underage girl who got a loan to get plastic surgery without the consent of her parents’ story. As Qiang says, I think it is the girl herself that is fully responsible here and her parents are at fault that they did not pay attention or enough attention to this girl’s demand or, you know. I think Qiang thinks that for someone who so desperately wants plastic surgery, the parents should educate and console her a bit more and he doesn’t really agree with it. And Han says the girl is responsible for this. She should let her…Okay here comes the interesting bit. She should let her parents know that having a pretty face is a really good investment nowadays. And…(Luoyu: Which I agree with.)But everybody’s entitled. They have their own opinion.(Brian: True. True.) And we will attack Luoyu after I finish reading this post. And Han also says she should ask her parents to pay for it. I don&`&t think there’s a law saying that parent involvement is necessary for underage people to go to the hospital to have a surgery. And to my knowledge this is actually incorrect, Han. Guys, do you have anything to add here?Brian: Yeah, that is the case. So the hospital cannot refuse patients if they’re under 18. There’s no law says that. But there is a regulation that says they have to be accompanied by parents and they need their signature there. So if the girl had been with her parents and done all this, the hospital would not have been wrong in doing that, right? She wasn’t with her parents so this is one of many wrongs on the hospital there. And so a lot of it is enforcement of these rules cos we have all these rules here the hospital should have been following. And again the morality of this young person and this is why we have these to protect young people who don’t know what they’re doing as much. And the hospital didn’t follow them. It didn’t force its rules. Therefore they are at greatest fault.Luoyu: That’s why I say that this industry, the whole industry should be regulated to prevent some of the loopholes here. And if you look at the loan company in the hospital, basically hospital arranged everything, every little bit of this loan, and they’re on the same boat to be part of this black market or interest chains together to make money because this hospital is a private hospital as the nature of the private entity is profit driven, right? So they have to make money. If you don&`&t impose them with the further regulations, they’re gonna do this anyway.Brian: Right, right, it is not just regulation, but stronger regulation and enforcement as with many things, enforcement is the key to a lot of things here.
ternet commentator has suggested setting a 7-year validity period of marriage certificate on his weibo account, which he believes can solve a lot of social problems. His words have sparked several severe criticism online. Could marriage certificate have a validity certificate like other certificates? 近日,某网络评论员在微博上提出一种大胆而令人惊叹的声音:结婚证应设置一个7年有效期,到期自动离婚,这样一来,许多社会问题就会迎刃而解。这一言论引起了网友大肆的口诛笔伐。结婚证是否应该像其他证件一样设定有效期呢? Laiming: So who is this guy? What he’s proposing? Brian: Well, his name is Lu Guoping (鲁国平) and he is a column writer and internet commentator lives in Shanghai. He has done lots of essays on various newspapers, journals, and what-not. For quite a while, he does ads, news interviewing, editing, all kinds of different stuff there. So he gets this idea perhaps in lowering the divorce rate which has been increasing in recent years and says “Well, how about when you get married, instead of just a lifetime sort of thing is kind of the intent you think, let’s just kept it seven years so that you kind have to either you renew it or it’s up and thanks for the good time.” Laiming: What's the point behind this? What are the grounds that he uses to support his idea? What good could come of the marriage that comes with the 7-year warranty? Brian: Well, again, if were concerned about divorce rates, and if you have a contract that just expires, and that doesn’t count as a divorce. If people are doing this, then that would lead to fewer divorces. Whether or not that actually matters or is it a good thing in anyway, it’s a separate question. But that is one part of it. The other point he makes is that a lot of marriages don’t work well. And rather than having to kind of torment people by forcing them to just continue that throughout their whole lives, it kind of gives them a way out and stops the suffering itself. Laiming: Isn’t that the purpose of divorce? Brian: But divorce is often a messy sort of a complicated process. If you do like this, it’s like OK, we don’t have to go through any actual things, we just have to wait out the time. Laiming: So we don’t have to fight for our kids, we don’t have to fight for the properties. Brain: Exactly. Perfect, isn’t it? Luo Yu: I think, you know, even for those people who want to get divorce, 7 years might be too long for them to terminate their contract. Laiming: Why wait for 7 years then they can get a divorce? Luo Yu: I think this gentleman, Mr. Lu Guoping, is trying to make some media hype there. And all of his arguments don’t hold water. For example, he said this probably will lower the divorce rate. But if the couples end up in divorcing, this is divorce anyway. What’s the meaning of lowering the so-called divorce rate? Laiming: Well, I guess his point is instead of having couples fight and decide to have a divorce, we’re going to separate them before they have the chance to fight for a divorce. Brian: Exactly, because again, if it happens, let’s say, most couples who are gonna to have a divorce, they divorce after 8 years, whatever reasons. Then this actually might be a beneficial thing if there were tons of people who were following that pattern. There’s no real reason, I think, to suggest that. I’m wondering because there’s a famous phrase which I think came from the movie called The 7-Year Itch, I’m wondering if this is where he got his idea, because as you just mentioned when we talked earlier, why would people go to 7 years? There’re a lot of people who get divorce even don’t make it to five years, or even three years. Laiming: Yeah, what a torment for them to wait for two more years! Shame. Luo Yu: And consider about the wedding vow, it will be very ridiculous if we implement this 7-year contract. Because in the wedding vow, it says for better, for worse, for richer, for poorer, in sickness and in health, until death do us part. Laiming: In a 7-year do we part. Luo Yu: In the future, until 7 years, the certificate expires, do we part. It will be very ridiculous. Brian: It would be. Luo Yu: And some people even said this will promote economic growth. Come on, how can you… Brian: Well, I think the argument there was, OK, weddings, these big ceremonies, maybe you have divorce ceremonies as well, and those cost money. So if you have a new wedding, every, let’s say, ten years, then you’re spending more money, right? Luo Yu: And probably, Brian, you have to buy a new apartment, then a new car. Brian: I see there you go. In that Chinese situation, it’s even better. Because, you know, if you have one from your first marriage, that’s not good enough. This would stimulate consumption so much. It’ll be perfect. Luoyu: But what if you’ve already generated or produced so many babies, and you have a bunch of mother-in-laws and father-in-laws together with you.Brian: Well, again, you need to spend more money to keep them happy thus increase consumption. Clearly this is economic goal here.Laiming: One more strong argument coming from this Lu Guoping is that he believes the kids will enjoy more care and love because there will be more step mothers and step fathers.Brian: That is an interesting idea. I would say it would be better to have a lot of parents than to have just one, regardless who they are exactly.Laiming: Then we should go back to the prehistoryBrian: There is that idea. I think there probably is a study showing kids who have to travel back and forth between various household, especially when it is not just two, but maybe more than that…Laiming: What a wonderful opportunity to see the world!Brian: Yeah, see the world, see dysfunction experience, instability, as a kid when you are supposed to have a good upbringing. It’s not ideal.Laiming: What doesn’t kill you make you stronger.Brian: Maybe not for kids.Luoyu: I think now in China getting married or getting divorced have become so much easier than before. You just go to the civil office there, you have a stamp on your certificate and you both get married or you both get divorced. I think when it comes to marriage, the couple should have thought about it very prudently and thoughtfully, otherwise you guys shouldn’t have got married in the first place. As we have made this procedure so much easier, I mean, the husband doesn’t have any financial burden. Like in other countries like Holland, after divorce, if one side lacks sufficient basic living resources, the other side will have the duty to pay alimony.Brian: Alimony, yes, that’s a common thing in the U.S.. Oftentimes, if you get divorced, the man has to pay the woman a good bit of money, especially if there is a kid there. But it is easy to get divorced in the U.S.. But it is easier to live together beforehand also which is kind of like this trial marriage, which is somewhat going on here. Even if we agree with some of these goals here, I’m not sure that has any practical effect.Laiming: You two gentlemen have marvelously given some very diplomatic comments on this new story. I want to make it personal. You guys haven’t got married yet. How do you feel about having this choice?Brian: Well personally, I don’t feel any interest. I think people should be allowed in general to do what they want. I think as some of us have said here, if you are not ready to go the full distance, if you only want to do seven years, why are you getting married.Laiming: Luoyu, I have to question you.Luoyu: My perspective is quite simple. I take marriage very very seriously.Laiming: Which is why you are not married yet.Luoyu: Yes.Brian: That’s a good thing. You need to be serious. You need to make sure you have the right person beforehand. Don’t rush into it.
Heyang: Rope skipping and throwing sandbags during the class break have been fond childhood memories for many of us. But these days, some students in primary schools in Beijing are kept in the classroom during recess. Why do teachers ban them from going to play outdoors? What is going on with this very obscure and very weird school regulation? Brian: Well, you see different things. Some places, you are just not allowed to go outside the classroom at all. Other times, it would be you can go on the corridors or maybe you can go on the corridors, the hallways but you are not allowed to run around and jump whatever. So there’s different ways. But very much there’s this trend here in Beijing but also in other parts of China of not letting kids do what I think we can say they are naturally going to do and should do, which is go run around and have fun or whatever. Luo Yu: Well, I think the school just banned the behavior of students out of very good intention. For one thing, most of the schools’ space is very limited, and consider about those very naughty boys. And not to mention from the safety perspective, I think in last year Sep. 26th, at an elementary school there in Kunming, basically a lot of children tramped over children who were crashed under the mattresses. This accident actually caused six people dead and more than twenty hurt. Parents are very much concerned about their children’s safety, so if you just let all the students go out there on the playground whatever, probably the tragedy will happen again. My concern is how to have some of the very innovative ways for children to not keep sedentary, let them play but in a proper place through proper means. You know what I mean? Heyang: Not really I’m sorry. It sounds like in heaven where there’s just unlimited space and we just jump around, floating on those clouds. And Luo Yu, I understand what you are saying, but just give you another question. Sorry so many questions. That’s just my job, all right? So basically, if you are afraid, let’s say the students, you don’t want them to get hurt so you keep them indoors. Then I mean there’s always the danger when I go out in the streets, knock wood, that I could get hit by a bus. But that doesn’t stop me from going out because you need to do so and you want to stay fit. And you know that’s a good reason for the students too. So don’t you think that the way that the school is managing this difficult matter is not right? Brian: Right. I would say safety is obviously important. If your playground is not in a safe area, if there’s construction right next to it, something needs to be done about that. Maybe you need to do some with the construction. But I think kids should go outside and they should get hurt. They should get hurt a lot. But if you getting, you know, you fell down you get a scratch whatever or you get bruises, that is normal and that is a good thing. Because that’s what life is. Like you can’t just stay and locked up in your room inside and just expect to get by with that. And kids, if they don’t do it here, they’ll do it outside there. So better to do it in a safer environment where they might get a little bit hurt but so they can learn how not to get hurts and how to deal with this rather than just hide them away from dangerous of the outside world. Heyang: Yeah, I think there’s a lot of reasons like if you keep people staying in, you could get fat, you could get bad eyesight, you could… all kinds of things. Do you think there are, just very quickly, any good suggestions? Not really, OK. Luo Yu: Probably have them learn some very nice dancing moves inside the classroom? Otherwise the space is limited. Heyang: Yeah, square dancing inside!
Xiaohua: Hello and welcome to Roundtable’s Word of the Week. This week we are giving out the secret of saying no.Brian: Yes. That’s right because as much as we want to be nice to everybody all the time, sometimes whether we have a good reason or a bad reason, we don’t really want to do things that people ask us to do.Xiaohua: Exactly. 所以我们今天就来聊一聊如何礼貌的拒绝别人,say no.Brian: Exactly, and there’re quite a few ways here. So first of all, we have things like “I can’t commit to this right now as I have other priorities at the moment.” This would be the case that if you might actually want to do this but you have other things going on. There’re more important things to you so it just doesn’t work right now. Maybe later though.Xiaohua: 我真的很想帮你做这件事情,但是现在还有一件更紧急的事情等着我去做。Now this basically says that you’re occupied somewhere else but you don’t need to say specifically what the thing that you’re doing at the moment is.Brian: Exactly, exactly. It’s like do I’ve got some stuff going on and that’s actually kind of similar to our second one here. You can say things like “Now’s not a good time. I’m in the middle of something. Ca we come back to this another time, or at whatever time?” And that again, very useful if you have something right now but you’d like to help later.Xiaohua: now’s not a good time. “现在这个时间非常不凑巧,我正忙着呢。” 也是一个非常简单的say no的办法. But what if that person comes back another time and asks is this a good time? Brian: Well, hopefully it is, and then if it’s not, and you have a good excuse to that, then you tell them and be very apologetic and say “I’m really sorry. This still isn’t a good time. How about this?” And then if the third time you still can’t do it, you probably should just do it otherwise it’s going to be bad.Xiaohua: Or thee other person should realize that you really do not want to do it.Brian: That’s an East-West cultural difference there perhaps. In China, it might be the case. In the West, may be, maybe not. Xiaohua: I see.Brian: And then another we have here is “I’d love to help you” or “I’d love to do this, but…” and then you give some kind of explanation there. That’s when maybe you want to do this but you have something else that prevents you from doing it, but “I can’t do this because of this and that” or you’re just kind of finding excuse there. “I’d love to, but” whatever excuse. Xiaohua: 这个 “I’d love to,but…” 句型真的是拒绝别人的时候一个非常常用的句型。Usually when somebody says “I’d really love to do it”, there’s a “but” following that.Brian: Yes. You can tell when a “but” is coming for a lot of things. Another one we have here is “Let me think about that and I’ll get back to you.” That’s kind of like a “maybe”, and again, maybe a good reason for that, maybe you actually don’t want to do that at all, but it gives you some time. You don’t have to commit to a “yes” or “no” right now. Xiaohua: “让我先想一想待会儿再回复你。”这听上去好像是拖延战术。It sounds like you don’t want to give a “no” now, but you might give out one later.Brian: Yes, or maybe later you might just say “Hey, I do want to do this.” Who knows? Next up, we have “This doesn’t meet my needs right now” or “This isn’t what I’m looking for right now, but I’ll be sure to keep you in mind.” This is kind of like if someone comes up to you and they are trying to sell something to you or give you some kind of opportunity and you’re not very interested and maybe you just want to politely turn them down, or maybe you just think “You know what? Hey, this isn’t what I’m looking for right now but in the future, that could be a good thing.”Xiaohua: 这一句话“This doesn’t meet my needs” 是比较适用于有人给你一个机会或者是让你做一件事情,但是你又不想做的时候用的。I think this is really effective because you don’t stall the person. You just tell them that it’s not okay but you keep them in mind and you appreciate their offer. Brian: Exactly. Polite and direct. And another one we have here: “You know, I’m not the best person to help on this. Why don’t you try so and so?” It’s because sometimes that really is the case. They come for you to help on this topic and you are really bad at it. Then you’re not going to be able to help them, so you suggest someone else. Of course, if you don’t want to do this, and you just want to push it off on someone else, you can also use it for that.Xiaohua: 当有的人要来问你一些根本不属于你专长的事情的时候,你就可以用这句话来搪塞啦。“这块儿我不是很熟耶,你要不要去问问那个人?”It’s just like when someone asks me a Spanish word pronunciation, I’m going to say this. Brian: Indeed, indeed. And lastly, there’s just this simple “No” or “No. I can’t.” or “Sorry. Doesn’t work for me.” That’s just when you don’t have anything else and you just got to say no.Xiaohua: 当你实在是不知道该怎样拒绝别人的时候,直接说“No”可能是最好的办法啦。And that’s all we have for Roundtable’s Word of the Week. I hope you have learnt these by heart.
Xiaohua: What comes to your mind when the word formula is mentioned? Advanced mathematics? Quantum mechanics? Or relativity? Actually, what we are going to talk about is food. According to British researchers, quantitative recipes can help you make the most palatable food. 提到公式,你的脑海中会浮现出哪些高大上的理论呢?根据英国科学家的研究,即使是在烹饪领域,数学公式也能指导你做出最美味的食物。So these researchers have come to the trouble to work out the best or the secret formula behind all these food items and different recipes. Do you believe in that? Do you believe in the perfect recipe?Heyang: I think that when you have these very standardized and meticulously drawn-up recipes. I think it can produce a standardized flavor, but whether that is perfect to your palate is a completely different thing. So I think standardization is really what they’re trying to do, and not really trying to find the optimal flavor.Brian: I think perfect is a tricky word whenever you use it. Perfect does not exist, but you don’t need to go for perfect. What science does is science improves peoples’ lives. I mean the fact that you are, our dear listeners, can hear us is due to science. The radio didn’t invent itself. It was invented by scientists, and that’s what we are trying to do here. They’re trying to figure out ways to make peoples’ lives better. And no – its not going to be perfect ‘cause nothing is, but if you follow perfectly and exactly step-by-step, you may get an extremely good tasting things. But even if you don’t follow perfectly, just the idea of doing this in a more rigorous sort of way instead of like “oh, I’ll just grab a certain amount of salt and just kind of throw that out there,” then that’s probably not going to be the optimal taste and this way it makes cooking easier in a lot of ways and it can actually be healthier. It’s about improving peoples’ livelihoods.Heyang: Okay, so to give you an example. Strawberries with cream, which is a great signature piece that you have to consume during spring and summer time in England. And you go to the garden, have strawberry and cream, and have a glass of Pimm’s with leaves of mint in it. It is just so perfect. According to this recipe, the perfect strawberry-to-cream ratio is 7:3, and I totally disagree with it because I don’t really like whipped cream that much. I would prefer 8:2, so that’s also a 4:1. So I mean, just to give you an example. These are things that there’s a standard. It’s a reference, but when it comes to your own dish, put your own thought into it.Xiaohua: I agree with that but also I think there are still some ironclad rules in some of these recipes. Maybe it’s not an argument between 7:3 or 8:2, but there are things that you have to do. For example, you have to have the cream there, right? Otherwise it’s not called the strawberries with cream. Similarly, you have to add salt into your hot chocolate. Otherwise if it’s……Brian: What?Xiaohua: Yes. You don’t know that, Brian?Brian: No. I had hot chocolate. I mean I……Xiaohua: You have to have salt.Brian: I’m not a huge fan. But I have never done that. That seems offensive. I mean this is supposed to be a sweet sort of thing, like sweet and creamy and salt, what is it doing there?Heyang: But the package already comes with salt in it.Brian: See that? That’s if you make it from the package. That stuff is nonsense. You should make it yourself there and……Heyang: Your own hot chocolate, you know how to make it from scratch?Brian: I don’t……Heyang: See? Busted.Brian: Okay, okay. I mean I have not engaged in hot chocolate makery in some time. But you know, packaging is not the way to do it. Maybe they have the formula but that’s not good. You should use the formula that is correct and you know that is what it is. And by the way, Heyang, how do we know that you are not the weird one here? You want your 8:2, 4:1 ratio of your strawberries and cream. Maybe you’re just the weird outlier on this.Heyang: I think the whole purpose of that little monologue you did is to call me weird. And what Xiaohua said earlier sounds like part two of yesterday’s discussion. When we talked about Kung Pao Chicken has been changed into different ways to cook in all kinds of countries outside of China, I suppose. And Xiaohua sounded like a true conservative there saying that you think that there should be a standardized rule where I think that certain variations are necessary to suit the local palate.Xiaohua: Certain but not to make Kung Pao Chicken into some kind of sweet sour chicken or some sort of fried chicken dipped in weird sauce.Heyang: See? See? Conservative. Brian: Well, see that? That’s the thing. There’s the authentic cuisine, and then there’s the Americanized or Anglicized or whatever version of it. And maybe the local people like it there. But I’m sure if most Chinese people go abroad and they try whatever is like the orange chicken or broccoli beef in the U.S., they have no idea what they taste like. “Wait, what is the American food here?” So I think keeping the way things have been, I think there’s value to that.
Episode 108: Directing the Middle School Musical Brian Borowka teaches a grade 8 musical theatre class which culminates in a production. He passes on his tips for directing a middle school musical, the challenges for casting an entire class and, his favourite/least favourite experience. Show Notes Roshambo by Brian Borowka Episode Transcript Welcome to TFP – The Theatrefolk Podcast – the place to be for Drama teachers, Drama students, and theatre educators everywhere. I'm Lindsay Price, resident playwright for Theatrefolk. Hello, I hope you're well. Thanks for listening. Welcome to Episode 108. You can find all the links at theatrefolk.com/episode108. So, today, all theatre – middle school theatre – we're talking the middle school musical and a super fun middle school play. Let's do it! Lindsay: All right. Hello everybody! I am thrilled today to be talking to Brian Borowka. Hello, Brian. Brian: Hi there, Lindsay: So, Brian is one of our Theatrefolk playwrights. He has written a wonderful, delicious play called Roshambo and we're going to get into Roshambo and what on earth Roshambo means because, when I first got the play, I had to look it up and it was one of those moments, Brian, because I'm a word freak and so, when I see a strange word and then it's actually something that is related to something I already know, well, you just made my day. Little things amuse me, I think. Brian: It's a great word! I love the title. I'm glad that it means what it means. Lindsay: Yeah, yeah, yeah, totally! All right So, now that all of you are in suspense. We're going to ignore that for a little while because what we want to start out with is, where are you in the world, Brian? Brian: I am in Greenwich, Connecticut, USA. Lindsay: And you have a very sort of unique story, I think, in that you have taught both middle school and high school. Is it middle school and high school in the same school? Brian: Yeah, it's in the same schoool. Lindsay: Ah! Brian: It works out really well, you know. It's actually the school itself goes all the way from elementary all the way up through high school, all on the same campus. Lindsay: Do you like that? Do you like having all those grades in the same area? Brian: Yeah, I think it's great. I think it's great especially because there are a lot of teachers like me that get to work across disciplines so I work with some of the high school kids, I work with some of the middle school kids, and a lot of other teachers do the same. So, the kids now that I'm teaching in high school, a lot of them I have directed since they were in fifth grade which is kind of nice. Lindsay: And how is that? That must be really good for creating community and sort of relationships with students? Brian: Yeah, absolutely, especially since the school – Greenwich Academy – it's just a fantastic school. Everybody is very supportive. Everybody really works together well. It's definitely a school that works and that happens a lot. I mean, you really get to develop strong bonds with the kids because you kind of work with them in so many different ways and we're all kind of together on a relatively small campus so it has a really community feeling to it. Lindsay: Why did you decide to go into teaching Drama? Brian: Well, a lot of it is, you know, I did a lot of acting when I was a student. I did a lot of writing when I was a student and, in college, I studied playwriting and I studied theatre and sort of one of my first jobs after college was being an actor in a touring children's theatre troop and I just loved kind of putting on shows for kids and seeing how excited kids got when you did shows for them and did anything theatrical for them so that kind of first got the bug in my mind about, well, maybe I can actually do something that's a job that's related to my love of theatre and playwriting without having to worry about being a working actor ne...
Brian: "What are all these boxes doing out in the hall?" Liz: "I decided that it was finally time for me to get organized?" Brian: "You? Organized?" Liz: "I'm not that bad, am I?" Brian: "Well, I don't know anyone else who loses her keys everyday, or her phone, or her bag." Liz: "That's called being normal." Brian: "Well, I don't lose my things everyday." Liz: "That's because you're not normal, ha, ha! I've made a resolution: I will be more organized. I'll use my iPhone calendar. I'll get rid of my junk, and become more efficient." Brian: "Wow! God help us all! An efficient Liz is hard to imagine." Liz: "That's because overly organized people like you lack imagination." Questions or comments? Email me at acupofenglish@hotmail.com. Feel free to join me on my Facebook page called Anna Fromacupofenglish. You're all welcome. Please rate my app or buy it by clicking the link. // // //