Podcast appearances and mentions of Simon Sinek

After a trip down memory lane this week, Jen noodles with Pete on the ways in which we reflect, and how we might learn from our past self.  Specifically, in this episode Jen and Pete talk about: What are different tactics for reflecting on the past? Why is it important to notice the repetitions in the problems we face? How might we look to the past for evidence or help with where we are now?   More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

In this solo episode, Travis Chappell reflects on the importance of friendship and how meaningful relationships impact our health, happiness, and success. Inspired by a conversation between Simon Sinek and Trevor Noah, Travis shares personal lessons about how chasing business success and carrying burdens alone led him to unintentionally distance himself from friends. He explores the idea that friendship may be the ultimate “biohack” for a better life, dives into the famous Rat Park experiment on addiction and community, and explains why being a great friend is often the key to building deeper relationships. On this episode we talk about: Why Simon Sinek calls friendship the “ultimate biohack” for health, happiness, and longevity The powerful lesson from the Rat Park experiment about community and addiction Why refusing to share struggles with friends can actually damage relationships The balance between vulnerability and becoming the constant “complainer” in a friend group Practical ways to strengthen friendships by creating shared experiences and memories Top 3 Takeaways Friendship is one of the most powerful predictors of health and happiness. Meaningful relationships can impact everything from emotional well-being to long-term longevity. Being a good friend means allowing others to show up for you. Refusing to share struggles can unintentionally rob your friends of the chance to support you. Experiences create stronger friendships than conversation alone. Shared activities and memories build deeper trust and connection over time. Notable Quotes "Friendship is the ultimate biohack that literally fixes everything." "If you don't allow your friends to be there for you, you're robbing them of the opportunity to be a good friend." "Stop asking how to make friends and start asking how to become a great friend." Connect with Travis Chappell: Website: ⁠https://travischappell.com⁠ Podcast: ⁠https://travischappell.com/podcast⁠ Instagram: ⁠https://www.instagram.com/travischappell⁠ LinkedIn: ⁠https://www.linkedin.com/in/travischappell Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Pete shares with Jen some lessons he has learned from his swimming coach, on how to measure progress...by stopping the measuring. Specifically, in this episode Jen and Pete talk about: Why might our existing tools actually hinder our forward momentum? Where might we be able to rely on ourselves more, rather than searching for external validation?  Why is it important to go slow, in order to go fast?   More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

If you hear the phrase "inheritance planning" and immediately picture wills, trusts, attorneys, and a stack of complicated documents, you are not alone. The topic feels overwhelming before people even start, because it sounds like a legal ordeal rather than something they can actually approach with clarity. Here is the reframe. At its core, this is really about wealth transfer planning: protecting what you have built so it can bless the people you love and continue the mission you care about. That is a very different starting point than "do we need a will or a trust," and it changes how the whole process feels. https://youtu.be/Y2LDK7nSMmM Families already sense this. They know they need something around protecting what they have built for the people they love, but they are not sure where to start.  Do they need a will, a trust, or both? How do they avoid family conflict once the money changes hands? How do they make sure their children are actually ready to receive an inheritance and use it well, not just spend it?  Those are the right questions. They just rarely get answered by a stack of legal documents alone. This piece assumes you already know why leaving an inheritance matters to you, and focuses instead on how to do it well. Key takeaways:What Is Wealth Transfer Planning?Estate Planning vs. Inheritance PlanningThe Four Things Every Inheritance Plan Should Protect: A Family Wealth Protection FrameworkProtect the AssetsProtect the FamilyProtect the HeirsProtect the MissionWhy Liquidity Matters More Than You RealizeYour Plan Is a System, Not a Stack of DocumentsHow to Start: Clarity Before ComplexityWhat to Do NextWhat this means for your familyWhen it's worth exploring this furtherWhat to compare before decidingNext stepFrequently Asked QuestionsWhat is wealth transfer planning?What is the difference between estate planning and inheritance planning?How do I preserve family wealth across generations?Why do most families lose their wealth by the third generation?How do I transfer wealth to the next generation? Key takeaways: Inheritance planning is family-centered; estate planning is document-centered, and the documents are a component, not the whole plan A strong plan protects four things: the assets, the family, the heirs, and the mission Liquidity, not just net worth, determines whether a family can handle the cash demands of a transition The plan is a coordinated system, not a stack of separate documents You can start this week with a short list of practical, concrete steps What Is Wealth Transfer Planning? Wealth transfer planning is the intentional process of preparing your assets, your heirs, and your family structure for the transfer of wealth and responsibility. It combines legal planning, financial planning, family communication, and the transfer of wisdom, not just money. That last piece matters more than it sounds. There is a question worth sitting with: what if the wisdom that created your wealth is more valuable to your children and grandchildren than the wealth itself? The cause of the wealth may be the true legacy, not just its result. This is also not only about what happens when you are gone. It is about continuity, a family line that keeps maintaining, growing, and capitalizing on wealth over time. As Simon Sinek's "start with why" framework suggests, the place to begin is with why: not just what moves to the next generation, but what you want it to accomplish once it gets there. A will can say who gets what. Wealth transfer planning is about what happens next. Estate Planning vs. Inheritance Planning These two terms get used interchangeably, but they are not the same thing, and the distinction is the foundation on which everything else in this article builds on. Estate planning is document-centered. Inheritance planning is family-centered. Estate Planning (Document-Centered)Inheritance Planning (Family-Centered)Wills and trustsFamily values and stewardship trainingPowers of attorneyFamily governance: who decides, who has access to capitalHealthcare directivesLegacy educationBeneficiary designationsDecision-making principlesGuardianship provisionsPreparing people to receive, not just assets to transferTax planningWisdom transfer alongside wealth transfer Estate planning is necessary. It is a genuine component of inheritance planning, not something to skip. But on its own, it only moves money to the next generation. A will can say who gets what. Inheritance planning is about what happens next, after the money arrives and the next generation is left to steward, use, and grow it. The Four Things Every Inheritance Plan Should Protect: A Family Wealth Protection Framework It is easy to have a narrow view here without realizing it. A strong plan protects four things, not just one. Protect the Assets This is the part people already think about: businesses, investments, property, real estate, life insurance policies. Protecting the assets means more than securing them. It includes ownership structure, beneficiary designations, liquidity, insurance, and tax strategy, all coordinated across a genuine 360-degree view of your financial life so that your advisors are not quietly working against each other.  When advice is properly coordinated, you plug the leaks, minimize unnecessary tax, and keep every recommendation pointed at the same goal instead of pulling in different directions. The result is advice that amplifies cash flow, cash value, liquidity, and long-term generational wealth, rather than one advisor's strategy quietly undoing another's. Protect the Family This is the piece families tend to overlook. Protecting the family means protecting the relationships within it, preventing confusion, resentment, entitlement, perceived favoritism, and unmet expectations. When heirs are surprised by what they receive, or by how it is divided, that surprise becomes conflict, often years after the fact and long after it could have been prevented with a simple conversation.  Removing the element of surprise through clear communication puts a family light-years ahead, because the family is no longer left to make it up as they go or insert their own assumptions about what was intended. Protect the Heirs Where protecting the family looks at the unit as a whole, protecting the heirs looks at the individuals in it. They are not just recipients of assets. They are recipients of something with history, story, and sacrifice behind it, and they need preparation, education, and clear expectations to step into responsible stewardship rather than being handed something they were never equipped to manage. Protect the Mission Few people think of their family as having a mission, the way every successful business has one, with clear values and a team structure behind it. Yet those same principles apply to long-term family continuity. Worth asking: what is your family together for, beyond consuming? What do you want your family's shared purpose to be across the coming generations, not just the current one?  For some families, that means building generational wealth further; for others, it means expanding their capabilities, or simply serving and blessing more people than any one generation could alone. Why Liquidity Matters More Than You Realize A family can be worth tens or even hundreds of millions of dollars on paper and still be completely unprepared for the cash demands of death, taxes, business transition, debts, and estate settlement. That gap between net worth and accessible capital catches families more often than you would expect. Illiquid assets force a hard choice: sell something you wanted to keep, at exactly the wrong time, or find cash from somewhere else. Consider two children: one wants to keep the family business, and the other does not.  Without liquid capital to equalize the estate between them, the business may have to be sold just to make the numbers work, regardless of what anyone actually wanted, or what years of running that business were worth to the child who stayed. Life insurance plays a liquidity role here, twice over. The death benefit pays into the next generation, ideally into a trust with guidelines rather than directly to an individual. And the cash value on remaining policies stays accessible during your lifetime, available for taxes or settlement needs without forcing a sale. The most overlooked part of inheritance planning is making sure the family has access to cash when decisions are urgent and emotions are high.  For the mechanics of how a policy is structured to serve this role, see family banking strategy. Your Plan Is a System, Not a Stack of Documents Inheritance planning usually fails not because any single document was wrong, but because the pieces were never aligned with each other.  Beneficiary designations override what a will says, regardless of what the will was written to accomplish.  A business operating agreement controls what happens to ownership, regardless of what you communicated verbally to your family or wrote elsewhere.  A trust that was signed but never actually funded, meaning the underlying assets were never retitled into it, protects nothing at all. It sits as a document with no substance behind it. The fix is coordination. Every document, account, designation, agreement, and insurance policy needs to be aligned and speak the same language, so the whole plan works together rather than quietly contradicting itself.  This is also where family wealth planning becomes concrete rather than aspirational: it is the discipline of making sure your intentions and your paperwork actually match, account by account. A strong inheritance plan is not a stack of separate documents. It is a coordinated system where every piece supports the same outcome. How to Start: Clarity Before Complexity ...

Have you ever felt like you know exactly what you're doing, but you struggle to explain it simply? In this episode, I break down why there is no fame without the frame, and how frameworks can turn your knowledge into something people can understand, remember, and repeat. I share how experts like Simon Sinek, Daniel Priestley, and Dan Martell have used frameworks to become known for what they teach. Plus, how you can use AI to identify the frameworks already inside your business. Get ready to turn your expertise into something people can actually remember and share. Check out our Sponsors: Shopify - Try the ecommerce platform I trust for Glōci. Sign up for your $1/month trial period at http://Shopify.com/happy. Monarch Money -  Get your first year of Monarch Core for half off at http://Monarch.com with code EYH. Northwest Registered Agent - Visit http://northwestregisteredagent.com/EarnFree and start using free resources to build something amazing. Fabric - Join the thousands of parents who trust Fabric to help protect their family. Apply today in just minutes at http://meetfabric.com/earn. Indeed - Indeed is giving Earn Your Happy listeners a $75 SPONSORED JOB CREDIT to help get your job the premium status it deserves. Just go to http://Indeed.com/podcast right now and support our show by saying you heard about Indeed on Earn Your Happy. Momentous - If you want to try Momentous Signature Spec Creatine, head to http://livemomentous.com and use code EARN for up to 35% off your entire first order. Brevo - Meet Brevo…the all-in-one marketing and CRM platform built to help you connect with customers, boost engagement, and grow your business smarter. Get started for free today—or use code HAPPY50 to save 50% on Starter and Standard Plans for the first three months of an annual subscription. Just head to http://www.brevo.com/happy HIGHLIGHTS Why there is no fame without the frame. How frameworks turn your expertise into a repeatable process. What Simon Sinek's Golden Circle teaches you about memorable frameworks. How to use AI to identify the frameworks already inside your business. The questions that help you turn your process into a clear framework. How frameworks make your offers easier to understand and sell. RESOURCES Curious about peptides and GLP-1s? Check out Loop's special offer HERE! Learn more about Million Dollar Guest HERE! Apply for the Elite Entrepreneur Mastermind HERE! Get on the waitlist for Mentor Collective Mastermind HERE! Try glōci for 40% off your first order with code HAPPY at checkout - head to getgloci.com FOLLOW Follow me: @loriharder Follow glōci: @getgloci

Every leader loses customers. Few know how to win them back. Will Guidara, the restaurateur behind Eleven Madison Park and author of Unreasonable Hospitality, joins Carey to talk about taking the anxiety out of service, the customer-service pet peeves that drive him crazy, what AI is actually doing to hospitality, and the lesson Simon Sinek taught him about leading people.

Patrick Larkin, Partner & Practice Leader, Cerity Partners Three years after launching his independent RIA, Patrick Larkin merged with Cerity Partners—but not because that was the original plan. He explains how ownership changed the way he viewed enterprise value, optionality, and the future of his business. In Summary Going independent is often viewed as the destination. Patrick Larkin discovered it was just the beginning. Louis sits down with Patrick, Partner and Practice Leader at Cerity Partners and former founder of Oak Hill Wealth Advisors, to discuss an unconventional journey: leaving Wells Fargo to build an independent RIA, then choosing to merge that business just three years later. Rather than following a predetermined exit strategy, Patrick shares how ownership fundamentally changed the way he thought about enterprise value. A conversation with a prospective acquirer revealed that buyers weren't interested in purchasing a book of business—they were looking for a business. That realization reshaped how he invested, hired, delegated, and ultimately positioned his firm for the future. The conversation from our Build Grow & Transact series also offers a candid look at life after a merger, from evaluating cultural fit and partnership to balancing autonomy with the resources of a larger organization. More broadly, it illustrates how ownership creates optionality—and why the most valuable decision an advisor makes may not be the one they originally envisioned. The Storyline After spending nearly 15 years building a successful practice at AG Edwards, Wachovia, and Wells Fargo, Patrick Larkin launched Oak Hill Wealth Advisors in 2022 with a simple objective: build a business on his own terms. Like many advisors, he expected independence to be the final destination for a long time. But then there was the realization that ownership changes more than economics; it changes perspective. And it became the beginning of an entirely different way of thinking. As acquisition inquiries arrived sooner than expected, Patrick realized something that fundamentally changed his strategy. Sophisticated buyers weren't evaluating his client relationships as a book of business; they were evaluating Oak Hill as an enterprise. That insight shifted his priorities from maximizing short-term profitability to building a business that could thrive beyond its founder. Just three years after launching, Patrick chose to merge with Cerity Partners—not because he was looking for an exit, but because he believed it strengthened the future for his clients, his team, and his family. Louis and Patrick explore what led to that decision, how ownership increased the value of his business almost immediately, why he compares independence to an IPO, and what advisors should consider if they hope to create options for the future—even if they don't yet know what that future looks like. Topics Covered Building enterprise value versus maximizing annual income Creating optionality through ownership Leaving Wells Fargo to launch an independent RIA Why buyers value businesses more than books of business Evaluating strategic partners and acquisition opportunities The economics of independence and business valuation Life after merging with Cerity Partners Balancing autonomy with enterprise-scale resources Leadership, succession, and building beyond the founder Long-term ownership and partnership models > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why did Patrick decide to leave Wells Fargo? (11:07) Patrick explains why growing frustrations around control, firm priorities, and the ability to build his business eventually outweighed the comfort of staying put. How did going independent immediately change the value of his business? (21:42) Patrick introduces one of the episode's biggest ideas: why launching Oak Hill felt like taking a company public and how ownership increased the firm's value almost overnight. Why did Patrick sell only three years after becoming independent? (20:03) An unexpected conversation with a prospective acquirer completely changed how he viewed enterprise value and accelerated his long-term thinking. What separates a business from a book of business? (21:42) Patrick discusses why recruiting advisors, delegating client relationships, and investing beyond himself made Oak Hill more attractive to strategic buyers. Why Cerity Partners? (26:48) Rather than focusing on valuation, Cerity emphasized culture, partnership, and long-term alignment—qualities Patrick says ultimately mattered most. What is life actually like after a merger? (37:57) Patrick offers an unusually candid perspective on autonomy, leadership, and why he says he hasn't second-guessed the decision once. Key Takeaways Ownership creates opportunities that often aren't visible until after independence. Enterprise value is built by creating a business that can thrive beyond its founder. The first acquisition conversation can be valuable even if no transaction occurs. Cultural alignment may ultimately matter more than valuation when selecting a long-term partner. Independence doesn't eliminate future options—it expands them. Strategic transactions can strengthen outcomes for clients, employees, and owners simultaneously. The goal isn't simply to own a business; it's to create choices for what comes next. https://youtu.be/f7FGLGjBbyo Quotable Moments “The day Oak Hill launched felt like the business had gone public.” “Potential acquirers weren't interested in buying a book. They were interested in buying a business.” “Ownership isn't simply about control. It's about creating optionality.” “The fear of leaving is almost always worse than the actual experience of leaving.” FAQs Why did Patrick Larkin merge with Cerity Partners only three years after launching his RIA? Patrick explains that independence changed how he viewed enterprise value. After learning what sophisticated buyers were actually looking for, he intentionally built Oak Hill as a business rather than simply managing for annual profitability. Why does Patrick compare independence to an IPO? Because ownership immediately transformed the economic value of his practice. Rather than participating in an internal succession model, he owned an independent enterprise that carried substantially greater market value. What changed after Patrick became independent? Beyond gaining control, he began making decisions through the lens of enterprise value—investing in advisors, systems, and infrastructure that would make the business less dependent on him personally. What made Cerity Partners stand out? Patrick cites the firm's culture, partnership model, meritocracy, long-term vision, and ability to combine local autonomy with enterprise-level capabilities. Is this episode only relevant for advisors considering selling? No. The broader lesson is that ownership creates flexibility. Whether an advisor ultimately remains independent or joins another organization, understanding how enterprise value is created can influence decisions from day one. What is the biggest lesson Patrick hopes advisors take away? That independence isn't simply about leaving a firm. It's about creating the ability to choose what comes next on your own terms. Patrick explains that independence changed how he viewed enterprise value. After learning what sophisticated buyers were actually looking for, he intentionally built Oak Hill as a business rather than simply managing for annual profitability. Because ownership immediately transformed the economic value of his practice. Rather than participating in an internal succession model, he owned an independent enterprise that carried substantially greater market value. Beyond gaining control, he began making decisions through the lens of enterprise value—investing in advisors, systems, and infrastructure that would make the business less dependent on him personally. Patrick cites the firm's culture, partnership model, meritocracy, long-term vision, and ability to combine local autonomy with enterprise-level capabilities. No. The broader lesson is that ownership creates flexibility. Whether an advisor ultimately remains independent or joins another organization, understanding how enterprise value is created can influence decisions from day one. That independence isn't simply about leaving a firm. It's about creating the ability to choose what comes next on your own terms. Related Resources From Start-Up to $31B Behemoth RIA: The Catalysts Behind the Growth of Mega-Firm Cerity Partners Ownership Matters: What Advisors Need to Know When Evaluating Firms Top Tips for Setting Your Business Up for Success Years Before a Move Patrick LarkinPartner and Practice Leader Patrick is a Partner and Practice Leader in the Lansdowne, VA office. He is a member of the Lansdowne Practice, where he works closely with families, foundations, and non-profits to help them define and achieve their financial goals with clarity and confidence. With a deep specialization in retirement income distribution planning and complex risk and wealth management strategies, Patrick is known for helping clients simplify complicated financial decisions, reduce uncertainty, and build sustainable, long-term plans. His approach emphasizes fiduciary responsibility, transparency, and personalized guidance — ensuring clients always feel informed and empowered. Prior to joining Cerity Partners, Patrick was the founding member of Oak Hill Wealth Advisors, where he built a highly respected independent advisory practice that earned the trust of families, professionals, and mission-driven organizations across the region. His leadership was instrumental in shaping a client-first culture that continues today. Patrick's work is rooted in a passion for long-term relationships — guiding clients not just through markets, but through life's milestones such as retirement, business transitions, philanthropic planning, and wealth transfer across generations. He takes pride in being both a strategic advisor and a steady partner to the people he serves. Patrick lives in Bluemont, VA, with his wife Angela, their two children, Paige and Sean, and their Golden Retrievers, Huckleberry and Genoa. Outside of the office, Patrick and his family enjoy an active lifestyle — whether it's hiking and backpacking on the Appalachian Trail, biking the Great Allegheny Passage, or sailing on the Chesapeake Bay. These experiences reflect his belief in balance, resilience, and enjoying the journey — values he also brings to his work with clients. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… Build, Grow & Transact: From Breakaway to Transaction in 3 Years A conversation with Louis Diamond and Patrick Larkin, Partner & Practice Leader at Cerity Partners.      Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Build, Grow & Transact: From Breakaway to Transaction in 3 Years. It’s a conversation with Patrick Larkin, Partner and Practice Leader at Cerity Partners. I’m Louis Diamond, and this is The Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning, data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: Ownership as a way of creating opportunities you can’t always predict. That’s exactly why we created our Build, Grow, and Transact series. Independence isn’t the end of the story. It’s often the beginning of thinking differently about enterprise value, optionality, and what comes next. Today’s guest is Patrick Larkin, Partner and Practice Leader at Cerity Partners, and formerly the founder of Oak Hill Wealth Advisors. Patrick spent nearly 15 years building a successful practice at A.G. Edwards, Wachovia, and eventually Wells Fargo before launching his own independent firm in 2022. Just three years later, he merged that firm into Cerity. At first glance, that timeline might seem surprisingly short, but as you’ll hear, the merger wasn’t a change in direction. It was the result of seeing his business differently once he owned it. Yet, it’s this perspective that really brings that thought home. Patrick said the day Oak Hill launched felt like the business had gone public because overnight, what had been viewed as a book of business became an enterprise with substantially greater value, some four to five times the value of what it was worth at Wells. And that realization changed the way he invested, the way he hired, and ultimately the way he thought about the future. Pat and I also talk about something advisors don’t often discuss candidly, what life actually looks like after a merger. How much control do you give up? What changes day to day? How do you know whether you’re joining a partner or simply selling a business? Whether your long-term plan is to remain independent forever or eventually join a larger organization, Patrick’s experience is a reminder that ownership isn’t simply about control. It’s about creating optionality and putting yourself in a position where the next decision is yours to make. So let’s get to it. Patrick, thanks for coming on our show today. Patrick Larkin: Oh, my pleasure. Nice to meet you, Louis. Louis Diamond: You too. So let’s start off basically how we start every interview. Tell us about yourself, your background, and how you found your way into our industry in the first place. Patrick Larkin: Yeah, thank you for asking. I knew I always wanted to be a financial advisor. That part really wasn’t in question, but upon graduating college and being a 22-year-old, I knew that it was probably not practical to walk in and start advising people my parents’ age with their life savings. Probably wasn’t going to be a recipe for success. So I took a quick tour through the pharmaceutical industry first, which ended up being unexpectedly valuable. My employers there pushed me to think like an entrepreneur and within our territories. And honestly, that mindset never left me. It shaped how I built everything that came after. Eventually, an opportunity presented itself in Loudoun County, Virginia in Northern Virginia, and I became an FA trainee with A.G. Edwards, absolutely fantastic firm to start my career. Now, what drew me to this career was pretty simple. I felt like it was one of the professions that we had an opportunity to do so much good for others while simultaneously also doing well for yourself, and those two things aren’t in conflict. I also really loved the idea that in this profession there was no hiding. You don’t get paid to show up. You get paid for what you actually do. And perhaps for me, what was most important, I loved the weight of responsibility. I loved earning people’s trust. I loved the idea of deserving, being deserving of their trust, and being a steward of what they’ve worked a lifetime to build. I never took that lightly, and I still don’t. Louis Diamond: That’s amazing. Yeah, I mean, the number of people I’ve heard, you talked so fondly about A.G. Edwards and there’s a bunch of other firms that have since been absorbed or emerged that are like the regional firms of old. So not surprised to hear you loved it. A.G. Edwards, obviously, became Wells Fargo Advisors or was acquired or merged with Wells Fargo. So I know you’re at Wells and A.G. Edwards until 2022. So give us a quick version. How’d you build your practice from the pharma world into being in FA? Patrick Larkin: Yeah, so as I started with A.G. Edwards, I came in at really just the perfect time. It was towards the end of the financial crisis. And I built the business the old-fashioned way with a lot of cold calling and eventually did some dinner seminars, which I can tell you is a very expensive way to learn how to speak in front of a room. But I made some progress, and I was also in a great office, small enough that some of the advisors there would hand off some of the smaller accounts that they weren’t interested in working with, and got an opportunity to get a lot of reps in working with real life clients and individuals. I knew early on I didn’t have enough talent to win on talent alone, so I made up for it and compensated for that with really hard work. The real turning point came for me when A.G. Edwards was first acquired by Wachovia Securities, and that was about five years into my career. And at that point, my branch manager, who was eyeing retirement, asked me to step in as her partner, and that changed everything. We eventually moved over to a Wachovia Securities office, another really great local office in Loudoun County, Virginia. And from that office, I worked on and became a CIMA, a CFP, worked with the clients, built a business through referrals. And I found at that point in my career when I would go to a meeting with Wachovia, eventually Wells Fargo, as a young 30-year-old, I would look around the room often and realize that I was the youngest person in the room. The funny thing was 10 years later, I would go into that same room and I’d look around and I still was the youngest guy in that room. And those demographics in our industry, and when I came into our industry, ultimately led that office that I worked in with Wells Fargo Advisors, I eventually was the recipient and party to five different succession plans- Louis Diamond: Wow. Patrick Larkin: … at Wells Fargo Advisors. I hoped that I had built a reputation as somebody that these other advisors would entrust with their clients. And over that time period, really, I would say professionally, one of my accomplishments I’m most proud of is all five of those retired advisors that I used to work with, who had an opportunity to see me work with clients, all became clients of mine, I still continue to work with. And it’s professionally just one of the greatest honors that I’ve ever had. Louis Diamond: I mean, that’s a large number of advisors you helped sunset, but I would agree it’s the ultimate proof of concept that they not only trusted you with their clients and their life’s work, but now also with their family’s wealth. So I like that, kind of the full life cycle there. So I’m curious, though, you stayed at Wells through a really turbulent time through the fake bank scandal. There’s a lot of attrition. I mean, obviously, they’re still a powerhouse to this day, but what kept you at Wells for as long as it did before you left in 2022? Patrick Larkin: You described it as a turbulent time. Pretty turbulent might be an understatement. Even before Wells, the transition to Wells, Wachovia Bank had been the first company that we transitioned to from A.G. Edwards. And we, of course, went through the financial crisis during that time period and handholding our clients and helping them get through that time period and dealing with concerns that we shouldn’t really have to be prepared with. “Is my money safe? It’s not what’s happening to the market, but is my money safe in your institution?” But once things stabilized, I found real purpose in partnering with some of the retiring advisors and opportunities that came up. It was a really wonderful climate and atmosphere in our local office. It was really a family-like atmosphere, and I still had a lot to learn. And all those advisors that I partnered with, I’ve joked I’ve never had an original idea in my entire life. I stole all my good ideas from them. And some of them were really ahead of their time, and I learned, adopted, and built my own philosophies by working closely with them. Ultimately, by the time I left Wells Fargo, I was finishing up the fifth sunset program and had only made my way halfway through the sunset before the opportunity presented itself to create my own practice. Louis Diamond: So I’m curious, when did you first seriously start thinking about leaving and what really tipped the scales for you? What was the proverbial straw that broke the camel’s back? Patrick Larkin: Yeah, it really was a number of small items and ultimately one big one. But for a long time, I’d been content, but as I tried to grow the business beyond what I could do individually, I felt like I kept running into walls. There were it felt like limitations on how I could build out my team and structure the practice the way I envisioned it. Additionally, there were some new policies that also started to bother me. One of them was the platform advisory fee, which in my eyes was less about client transparency and more about replacing a declining revenue source on the firm’s balance sheet. And after dealing with clients and helping them through the bank scandal at the firm, I was concerned that this would come back and hurt me and the relationships that I had with my clients. Incidentally, I just recently onboarded a new client that transferred to us. And for them, looking at their statement, identifying this platform advisory fee- Louis Diamond: Oh boy. Patrick Larkin: … was the last straw for them before they moved about 15 million of assets to us. Also, I thought I would be I would be a better allocator of resources than Wells Fargo. Wells Fargo retained about half of the revenue that I earned for the business. They seemed to think that the best allocation of that money was additional middle management. Whereas, I thought investment in technology, investment in additional personnel, and an investment in marketing were best places to continue to build out my vision. The final straw, and really a thing that crystallized everything for me was when I read a book in 2021 called The Infinite Game, a book written by Simon Sinek. Chapter eight, the title is Ethical Fading. And it uses the Wells Fargo bank scandal as a case study in what happens when a firm loses its moral compass. I read the chapter and thought, “There it is, I have to do something.” That was really the final push I needed. I mentioned earlier I was very fortunate to start my career with a company called A.G. Edwards, a regional brokerage firm. And while I was at A.G. Edwards, there was a research report that came out on A.G. Edwards as a company. And I’m going to paraphrase a little bit on what was said in that report, but ultimately there was a line in there, and it was a criticism, but I took it as a huge positive as being an employee there. The line said, “While management does not necessarily say it, we believe the client is put ahead of the shareholder.” And that was something I was very proud of. And I just, upon reflecting on it, felt confident those were words that I never was going to see go to print about Wells Fargo. Louis Diamond: So you left Wells in 2022 and founded Oak Hill Wealth Partners in Lansdowne, Virginia. Walk us through that decision. Why go independent rather than going to another firm? Patrick Larkin: I really thought moving to another firm, the things that I had grown frustrated with at Wells Fargo Advisors, I would also find at another wirehouse firm. I was ready, and honestly, the simple answer is I thought I could do better. And I wanted control after having what I felt like was very little control. I had grown frustrated with others making important decisions, and I wanted an opportunity to grab the reins and make decisions on my own. I believe at that time, the future of wealth management was going to be built around fiduciary advice, and I didn’t want to watch that from the sidelines anymore. I was watching what was happening in the industry. And as we were trying to hire new advisors, reaching out to college graduates who were studying CFP programs, identified that they were more inclined to want to start employment with an RIA than a wirehouse. What made the timing work really well was Wells Fargo had actually introduced a program to help advisors in the private client group spin off and establish their own RIAs. Now, whenever I tell this to another advisor, particularly ones that are wirehouses, they can’t understand it. And quite frankly, I don’t understand why they helped us do it, but we were about the 30th practice that they helped us through this process and they provided real support. They hired consultants, made vendor recommendations, even referrals to financing so I could pay off my last succession plan before I left. The only really upside for Wells Fargo was that the ask was that we continue to use First Clearing as the custodian. And one of the downsides for me was I was going to leave all of my deferred comp behind with Wells Fargo. Now, all clients had to do to join me was sign a positive consent. And on May 9th, 2020, we turned on our computers in our new office and our clients were already there. That same day, we launched and started a relationship with Charles Schwab. And it was so exciting to be able to start shopping for what I thought was the best FinTech, really feeling like I was stuck with proprietary tools that Wells Fargo advisors had offered. I felt like I was a kid in a candy store. And if there was a cool tool that I identified that would help us serve our clients better, I was all in and I was buying it. I really feel that some of the technology that Oak Hill eventually bought into and some of the tools we’re using now are going to take years and years before they eventually trickle down to where the wirehouses are, if ever. Louis Diamond: Interesting. So it was really it was for the most part an internal move from one- Patrick Larkin: It was- Louis Diamond: … channel to the other. Patrick Larkin: … it was an internal move, but there was no requirement to stay at First Clearing. As a fiduciary, they couldn’t make those demands. And again, they helped us with the financing, which is really unusual that they helped us secure a loan so I could pay off the last retiring advisor. It’s really unusual that a bank will loan money where there is no business at the time, but because of previous experience that financial institution had working with Wells, they helped us facilitate the transaction. And the program is still in place at Wells Fargo, which is absolutely amazing to me after the experience that I’ve just had myself. Louis Diamond: Yeah, it’s interesting. I mean, does it cannibalize a more profitable revenue source? Sure. But if the alternative was all the assets go to Schwab or Fidelity, to me, honestly, it’s smart. I think they played the long game by not being adversarial on it. Patrick Larkin: I think they played a long game and they took the philosophy, and I think they use it as a recruiting tool that if you love them, set them free. And that’s exactly what they did. Louis Diamond: So for the rest of the episode, I want to talk about your eventual, and not that long period of time, transaction or decision to merge Oak Hill with Cerity Partners. This is our Build, Grow, Transact subseries. And I was really struck by your story because you were three years or so into running Oak Hill, and then your merger with Cerity Partners, an amazing RIA closed. That’s a fairly short runway. Usually when I see folks go independent for the first time, it’s 10, 15, 20 years, maybe never, that they decide to merge or sell. I’m curious to understand your thinking about the transaction. Were you looking to do something? Or was it just like right place, right time and the opportunity presented itself? Patrick Larkin: I had started Oak Hill with the intent of eventually down the road, much closer to retirement, looking for a partner. The opportunity and what I learned early on helped change that idea and philosophy, and I adapted and made modifications to take advantage of it. Louis Diamond: Interesting. So you weren’t necessarily planning on selling or merging the business, it just kind of circumstances happened the way they did? Patrick Larkin: Yeah. When we started Oak Hill Wealth Advisors, it was a really pretty short period of time before we started getting calls from larger national RIAs about potential acquisition, much sooner than I expected. Early on, I just brushed them off, but about a year in, I took one of those calls and it really just opened my eyes up. I realized for the first time this small firm, this little practice actually had some real value, way more than I’d given it credit for. That first call, that first exploration didn’t go anywhere. It wasn’t a good fit. But what it gave me was a much clearer picture of what the serious acquirers were actually looking for. And that changed decisions I made at Oak Hill going forward. I really at that point stopped trying to optimize for near-term profit and really thought of my business as a business and started building towards enterprise value, sometimes at the cost of short-term income. And that turned out to be exactly the right call. Louis Diamond: That’s such an interesting perspective. Let’s double-click into that concept. So it sounds almost counterintuitive that if you kind of had this light bulb moment that like, “Okay, maybe I want to transact my business sooner than I initially thought.” I think most people would say, “Let’s become lean and mean. Let’s become as profitable as possible so my EBITDA’s higher.” But you took the different approach. What were the decisions you did to invest more in enterprise value rather than current cash flow? Patrick Larkin: A true business is one that doesn’t need me to be here every day to operate. And when we left Wells Fargo Advisors, it was myself and one other advisor that created Oak Hill Wealth Advisors. I was responsible for about 95% of the assets and revenue. And one of the more significant investments we made is in additional advisors. I recruited three new advisors, all CFPs, to join Oak Hill Wealth Advisors. Whereas, before I had been largely managing all the relationships myself. For someone that kind of grew up in the regional wirehouse space, it’s pretty counterintuitive to start moving relationships away from you onto other advisors. You’re trained and built to create a moat around your relationships, and realized that the potential acquirers are not interested, at least the ones I was interested in, weren’t interested in buying a book. They were interested in buying a business. And that just meant every decision we made going forward was not profit-driven, but how can I increase the value of the business? So after that first call, I knew I probably would be looking to move forward with a transaction sooner as opposed to the end of retirement. That information that I got on that first call helped me realize that when Oak Hill Wealth Advisors opened its doors on May 9th, 2022, we effectively had an IPO. I had great familiarity with how the succession plans at Wells Fargo Advisors worked. And on that day that we opened our practice, the value of my business jumped to be four to five times the value of it in a succession plan at Wells Fargo Advisors. Now, I knew going forward that I was going to be able to increase revenue. I was going to be able to increase EBITDA. I was going to potentially have some benefits from a market tailwind. I knew the multiples of EBITDA that the firms use may fluctuate, but the biggest change by far occurred leaving the wirehouse and having the value of my business grow four to fivefold in that same day. So what I really focused on was making sure that I was going to, when I was ready to start looking again after I had worked on improving the practice, really was going to look for a firm that was going to be a good cultural fit for both my clients, my team, and myself. Louis Diamond: That’s such a cool perspective. I’ve never heard anyone say that the day we launched your independent business was like an IPO. But honestly, it’s so true. You’re planting a flag in the ground that like, “Here is real value. This is value that we’ve created that we own rather than it being a book of business and a W-2 paycheck.” And it’s a fascinating perspective. Patrick Larkin: Yep. It really is amazing that the value changed that much on one day and the future value changes. Looking at the equity that I owned in Oak Hill Wealth Advisors, it made sense to consider is there a better way to take some risk off the table for myself and my family and diversify some of the equity that I had in Oak Hill Wealth Advisors with a larger enterprise? Louis Diamond: It makes complete sense. Obviously, everyone would sign up for 4 to 5X increase in value. Patrick Larkin: Sure. Louis Diamond: That’s not the reason most people go independent, but it’s important to know. And also, what I really liked about what you shared is I think a really valuable learning for anyone is those calls come in, whether it’s from annoying people like me or from an acquirer, from a firm, they’re not all noise. You took it as an opportunity to learn. Even though that first person who called wasn’t the right fit, it crystallized something in your mind and it let you make proactive decisions that ultimately paid off in spades when it came time to sign the dotted line for your transaction with Cerity. So I think it’s brilliant. And it’s very big picture, big-business-owner-type stuff that I think a lot of people will just filter out because it’s annoying and I’m young, I’m not looking to sell, but that was the journey. Patrick Larkin: Yeah, that first call changed my opinion about timing of when to move forward with a partnership. Originally, I thought this would be something at the end of retirement. The timing of doing so sooner seemed a lot more appealing after having that conversation and realizing what we had actually built. Louis Diamond: Amazing. So ultimately you decided to merge with Cerity Partners. We’ve had Kurt Miscinski from Cerity Partners on the show. They’re a real heavyweight within the RIA world. Most recently, they were valued at $8 billion in a recap, and it’s a very impressive firm. What specifically drew you to Cerity versus other potential buyers? Like you said, you got a lot of calls. Patrick Larkin: After that first call, I just got to work and focused on continuing to take care of our clients, building a team, adding new advisors, being a mentor to those advisors. But at the same time, we were being approached fairly regularly by that point. And I had a pretty good system for quickly deciding whether something was worth a second look, and most weren’t. But about a year ago, one of the national RIAs caught my attention and I started having conversations with them. And once I had progressed with them, I though, “You know what? If I’m giving this consideration, I really need to cast a wider net.” So I reached out to other RIAs that I had looked at and admired and been keeping an eye on. And ultimately, my longtime business coach, Barbara Kay, suggested I talk with Cerity Partners, a company that one of her other clients had just recently joined. And from the very first call, I could tell something was different. And I talked to many different companies. Cerity Partners, and an individual I spoke with, Geoff Newman, they weren’t leading with valuation formulas or deal structure. They were asking questions about my clients, my team, and how I actually ran the practice. They had a very defined process for identifying partners who were genuinely compatible, not just advisors with books that were transferable. And that distinction mattered greatly to me. They also offered really, in my opinion, the right balance of support and still having some autonomy. And their aspiration to deliver consistent standard of care to clients, whether they be in California or Virginia, so that those individuals get the same quality of experience, resonated with how I was already running things within my practice. That combination of support and autonomy, I really liked the idea of continuing to have oversight over my local practice, over our practice, which included the budget, salaries, and bonuses. It more than anybody else felt like a partnership and not a buyout. And I really appreciate it during that first call, Cerity was the only company that talked about a hundred-year plan. It was amazing to me to hear what their thoughts were. Most of the other firms I spoke with talked about valuations. And very quickly in the process, I found myself on a Zoom call with a Patagonia fleece vest-wearing private equity rep walking me through a valuation. And it was efficient, but it was not a cultural fit for me. And the infrastructure behind us and the combination of autonomy is really harder to find than most people think. As I progressed with Cerity, I remember early on in the process thinking to myself, “My God, I hope they want me, I hope they want me,” because I could tell I’m a very process-driven person They had a process with the way they brought me on board. And ultimately, we had a due diligence trip set up to go to one of their larger offices where I met with one of their leaders, Claire O’Keefe, part of their practice development, and had an opportunity to meet with different leaders within the firm and really get my arms wrapped around the potential that they had. Just the quality of the people I encountered through the whole process just kept reinforcing the decision. And by the time we got to the finish line, it didn’t feel like a transaction. It felt like I was joining something that I was excited to be part of. So just a little bit more about what attracted me to Cerity, their culture is just phenomenal. Cerity Partners uses the word “meritocracy” and they actually mean it. Ownership and influence here track your contribution, not your tenure or how well you play the politics. I just attended my first partner meeting in April, and without exaggeration, it was the most extraordinary professional meeting I’ve attended in my 25-year career. During the meeting, there was open debate about the direction of the firm, and every voice in the room carried weight. You could feel the culture. And that type of culture is built over years. You can’t fake it. Everyone in the room it felt like was rowing in the same direction. And by the time the meeting was over, I was so excited to get back to my team and tell them about what I had just witnessed, I wasn’t looking for the exit. I was looking for the brick wall to run through. I was so excited. And every once in a while I wonder having spent so much time in the wirehouse spaces, the bar just set really low for me when I talked to some of my other colleagues that have been independent for a long time. But it was just an absolutely amazing experience. And I do want to just add, one of the last really important things to me about Cerity Partners is I’ve been very fortunate with my career and in this profession. And part of my goal over the rest of my career is to have a legacy. And my legacy currently exists with the families I’ve advised and the team that I’ve built and have served and led. But Cerity Partners is helping me achieve even a greater legacy in our industry with our shared long-term goals. During my first meeting, they talked about their hundred-year vision of being a worldwide employee-owned professional services firm. And currently, and this is very exciting, the employees are the largest shareholder of the firm. No one else I talked to talked about their long-term goals like this, and it’s a vision I believe in. I want to contribute to help to see it accomplished. And one day when I do retire, I want to look back and see how I contribute it to a company that I believe is going to change the direction of professional wealth management. Louis Diamond: Wow. Patrick Larkin: My partnership with Cerity Partners is going to make that a reality. It’s just an amazing place. Yeah, very happy. Louis Diamond: Honestly, you can’t fake that type of enthusiasm. It sounds like- Patrick Larkin: It’s not- Louis Diamond: … you entered into a transaction, which is it’s like jumping into the deep end. How do you sort through what’s the sales process versus what’s real? How much of this is actually going to translate to my life? But hearing you not that long after the transaction, you still feel that and it’s very cool. In the press release I read, you cited estate planning, private markets access, and cross-border planning as key reasons for the merger. Can you talk about what it was about those? Maybe- Patrick Larkin: Yeah. Louis Diamond: … anything else that was missed? Patrick Larkin: Yeah. Louis Diamond: And were those not things that you felt like you could have delivered yourself as a standalone? Patrick Larkin: I thought that they were going to help me be able to be more effective in delivering those, but they weren’t the complete picture. The capabilities that we cited in the release were genuine gaps I wanted to fill and have available for clients and be able to prospect and go after new additional clients. But being fully honest, there were also deeper drivers. One was my team. Sometimes we get emotional about this. Being someone who’s trusted is really important to me, and that’s something I hold in high priority. There are people that followed me out of Wells Fargo to join me. One of my client associates had delayed her retirement so that she could join me and help us launch for the first three months. One of my other client associates has been with me close to 15 years. These are people that trusted me to do the right thing and to make sure that I wasn’t walking them off the plank. Being able to join Cerity Partners and give them a future that didn’t hinge entirely on my personal longevity was a huge relief. And Cerity Partners is an ownership culture. I’m so happy to say today that every single individual on my team in our practice in Lansdowne is now either an equity owner in Cerity Partners or very shortly will be an equity- Louis Diamond: So cool. Patrick Larkin: … equity owner. So they have a stake as well in what they’re building. It matters. My youngest client associate noticed how much it costs to send to FedEx. And he goes, “Now that I’m an owner, maybe we should rethink about sending regular mail.” Another driver was my family. And I’ve always had the philosophy of trying to prioritize and clients first, team and colleagues, and then my family. And I’ve always made decisions that if I put those others before myself, eventually I’ll be taken care of. And going through this transaction, it was so generous to my family and provided such security. There was a little bit of guilt that, “Am I doing this for all the right reasons?” But being able to secure my family’s future, converting equity in a three-year-old RIA into a stake of a $8 billion-plus valuation with institutional backing, that was a meaningful moment and I’d be less than honest if I glossed over that. I also really wanted to be part of something larger than myself. And the opportunity to help build a legacy in this business with Cerity Partners really gives me the platform to do that. Louis Diamond: Very cool. I can tell that you’re genuine, not just because of the way you sound, the way you’re speaking, but in the very beginning of the episode, you talked about the reason you got into this business was because you thought it gave you the dual purpose of being able to help people, but also being able to enrich yourself or your family. So this answer, it comes full circle. You’re able to accomplish all these goals, which made it the right decision. And I think, look, I say to advisors all the time, “You’re allowed to be greedy, you’re allowed to be selfish as long as the clients are still in the front of your mind as the most important thing.” There’s nothing wrong with doing better for clients, building a legacy in your case, but also reaping the rewards of all your hard work and labor and also all the risks that you’ve taken over your career. I got to ask you, though, from being an employee of Wells, where you were running your team, for the most part, you can run the business within their guardrails the way you want, to then running an RIA, which is really like you’re fully in control of everything, to now being a partner, but you’re not the one who has the name on the door anymore. Patrick Larkin: Right, right. Louis Diamond: Well, how do you think about the giving up control and full ownership of your practice versus owning a very small amount of a much larger entity? Patrick Larkin: There was such continuity. Oak Hill Wealth Advisors and Cerity Partners were so philosophically aligned that I genuinely never felt like I was giving up anything that I wasn’t glad to let go. My wife joined the business shortly before I left Wells Fargo Advisors. And still to this day, on my drive home from work, I call her up and say, “You’re not going to believe this.” And it’s all a positive, good thing. So Cerity has struck the perfect balance of that autonomy and support combination that I was looking for. So I still have control and a say over the way our practice is managed. Very shortly after the merger, my supervisor came down and met me for the first time, and we went out together after the day had ended. And early in the conversation I said to him, “What can I do to make your life easier?” And he said, “Pat, what can I do to make your life easier?” And that set the tone that still exists to this day. I almost cried when he said that because that was so different than what I had experienced up to that point. So the collaboration, the way we work together, it’s just absolutely amazing. And not once for a single moment have I second-guessed my decision. And it’s really weird because I’ve now been part of this organization for nearly nine months, and there just has not been one thing that’s occurred where I said, “That’s a disappointment.” It’s just been absolutely amazing every single day. Louis Diamond: Very cool. To me, there’s different arcs of when you want to ask people the question of, “Hey, any regrets?” And usually you don’t want to ask them too soon because they’re still going through the transition and integration and growing pains. And you don’t want to ask them too far in the future because you forget about what was life before. To be this short of a duration into this new partnership and to have these feelings, that’s absolutely pretty special. I got two more questions for you, Pat, if you don’t mind. Patrick Larkin: Sure. Louis Diamond: First one, economically, to me, one of the hardest things for really any advisor to really grapple with or to fully comprehend or make their own is, “I own 100% of the equity in my business. I get to decide when I want to sell in the future. My business is growing 10% per year. I wait to sell until 10 years from now, my business is going to be much bigger and I get to keep all the cash flow. I get to make all the decisions.” That compared to the path that you took, which was take cash off the table, which everyone understands, to, “Now, I own a much smaller piece of a much larger pie.” How would you talk to someone about the financial trade-off between a hundred percent ownership in their business, full control, full discretion over everything, versus becoming a minority equity partner in a larger entity? Patrick Larkin: You have to look at the valuation of my business, again, the day that we opened our doors as Oak Hill Wealth Advisors. There was such a massive jump in the value of the business. There was not going to be an opportunity for an appreciation at that level. So then, you have to compare what the growth rate is of Oak Hill Wealth Advisors versus a Cerity Partners. And I’m not embarrassed to say that Cerity Partners is and has been growing at a much faster rate of return. The value of the equity that I have retained in Cerity Partners, my ownership stake, I fully expect by the time I transact that business as I get closer to retirement, that’s going to be worth many times more than whatever opportunity I would have had at Wells Fargo with the valuation they would have provided me. Nevermind, very important, the tax consequences of a structure like this is all the retiring advisors that I worked with were taxed at their highest marginal rate. I owned a business and we were taxed at long-term capital gains rates. A significant difference in savings in what as the owner we actually realize. So yeah, I feel very comfortable with the ownership that I have and the control and continued opportunity with the meritocracy culture to increase my share of ownership in the company. Louis Diamond: Okay, and let’s do one more question here. I’ll pick it back up. So Pat, I think it’s a really cool perspective. It’s almost do your homework, and if you find the right horse and the right jockey that can run faster than you can on your own, that the equity value will compound and grow and appreciate in a faster, more efficient way than what you’re doing on your own, which makes complete sense. It’s the ultimate trade-off. And again, it’s like jumping into the deep end. On the one hand, Oak Hill was all you, right? You control the growth, for better or worse, for the good days, the bad days, the good years, the bad years, versus now your growth is diversified amongst hundreds of partners across M&A, across different lead flow channels, et cetera. It makes complete sense. But honestly, if I were an advisor, I don’t know how I would think about it. I think it’s all just fact-and-circumstance-based on where I am in my life and who the firm is and what I’m trying to accomplish. But it’s such a cool perspective because usually the playbook that we see, which is why we did this series, is go independent and there’s a long pause until there is a realization of all the value that’s been created. So seeing you do this in a much quicker timeframe, it seems like it was the absolutely right decision. To me, it just is another path, another way that an advisor or a firm is able to think about their future. Any final advice or parting words for someone who is sitting right where you were in 2021 or 2022 thinking about making the leap? And we’ll say a transition in general, or really anything you want to share to wrap our episode here. Patrick Larkin: Thank you for having me, and this is a great question. Happy to give a thoughtful answer to it. Before I’d left Wells Fargo Advisors through the program and started Oak Hill Wealth Advisors, I had an opportunity to go through a due diligence process and make sure that this was going to be a right move for me. There was no carrot out there that was obvious. I learned after that first conversation that I had built a practice that had some value to it. I was leaving behind the security of something I knew, leaving behind a significant amount in deferred compensation, and I wanted to make sure I was making the right decision. And through that due diligence process, talked to about five other firms that had recently left Wells Fargo to join this RIA program. I asked them a lot of different questions about what their experience was. And at every point during those conversations, they all said the same thing at different points. And it sounded like this. They said, “I’m working harder than I ever have before, but I wish I had done this sooner.” So my advice to those people, do it. I know that sounds simple, but I mean it. The fear of leaving is almost always worse than the actual experience of leaving. And I understand the inertia of not leaving and the real apprehension of what was on the other side. But what I found was a version of this profession I genuinely didn’t know was possible. One where I could do things the right way on my terms for the people I care most about serving. And not every path is going to look like mine. Some advisors should go fully independent and stay there, and that can be an incredible life. But when it comes time to look for a partner, quite frankly, if Cerity Partners is not on your shortlist, you’re making a significant mistake. And I say that not to sell anything, but because I’ve lived the comparison firsthand and there’s simply nothing else like it. Louis Diamond: So Pat, it’s been really fun, but I don’t think we’ve had anyone on the eight years or so we’ve been doing this show that’s gone through this type of arc or journey that you have. One of my big takeaways or sticking points that this episode brought for me is by going independent and taking control over your future, you created complete optionality for yourself to do exactly what you wanted to do with your business, even if that was different than what you initially planned. So in your case, it was selling within three years of going independent, but by taking action, being proactive, playing some offense, you made the opportunity happen on your terms and your timeline. So this has been fun in so many different ways. I loved your comment about how when you went independent, it’s basically like the day of your IPO, the four-to-five-times increase in value versus an internal succession deal, and even just the way to think about getting equity in a larger entity versus running your own plays only. So thank you so much for doing this. This has been fun. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty, and credibility. You are successful because you take your professional responsibility seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firm’s or could a better option exist? Should I Stay or Should I Go? Is a book written with you in mind? It’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively, whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook.   Build, Grow & Transact: From Breakaway to Transaction in 3 Years A conversation with Louis Diamond and Patrick Larkin, Partner & Practice Leader at Cerity Partners.      Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Build, Grow & Transact: From Breakaway to Transaction in 3 Years. It’s a conversation with Patrick Larkin, Partner and Practice Leader at Cerity Partners. I’m Louis Diamond, and this is The Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning, data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: Ownership as a way of creating opportunities you can’t always predict. That’s exactly why we created our Build, Grow, and Transact series. Independence isn’t the end of the story. It’s often the beginning of thinking differently about enterprise value, optionality, and what comes next. Today’s guest is Patrick Larkin, Partner and Practice Leader at Cerity Partners, and formerly the founder of Oak Hill Wealth Advisors. Patrick spent nearly 15 years building a successful practice at A.G. Edwards, Wachovia, and eventually Wells Fargo before launching his own independent firm in 2022. Just three years later, he merged that firm into Cerity. At first glance, that timeline might seem surprisingly short, but as you’ll hear, the merger wasn’t a change in direction. It was the result of seeing his business differently once he owned it. Yet, it’s this perspective that really brings that thought home. Patrick said the day Oak Hill launched felt like the business had gone public because overnight, what had been viewed as a book of business became an enterprise with substantially greater value, some four to five times the value of what it was worth at Wells. And that realization changed the way he invested, the way he hired, and ultimately the way he thought about the future. Pat and I also talk about something advisors don’t often discuss candidly, what life actually looks like after a merger. How much control do you give up? What changes day to day? How do you know whether you’re joining a partner or simply selling a business? Whether your long-term plan is to remain independent forever or eventually join a larger organization, Patrick’s experience is a reminder that ownership isn’t simply about control. It’s about creating optionality and putting yourself in a position where the next decision is yours to make. So let’s get to it. Patrick, thanks for coming on our show today. Patrick Larkin: Oh, my pleasure. Nice to meet you, Louis. Louis Diamond: You too. So let’s start off basically how we start every interview. Tell us about yourself, your background, and how you found your way into our industry in the first place. Patrick Larkin: Yeah, thank you for asking. I knew I always wanted to be a financial advisor. That part really wasn’t in question, but upon graduating college and being a 22-year-old, I knew that it was probably not practical to walk in and start advising people my parents’ age with their life savings. Probably wasn’t going to be a recipe for success. So I took a quick tour through the pharmaceutical industry first, which ended up being unexpectedly valuable. My employers there pushed me to think like an entrepreneur and within our territories. And honestly, that mindset never left me. It shaped how I built everything that came after. Eventually, an opportunity presented itself in Loudoun County, Virginia in Northern Virginia, and I became an FA trainee with A.G. Edwards, absolutely fantastic firm to start my career. Now, what drew me to this career was pretty simple. I felt like it was one of the professions that we had an opportunity to do so much good for others while simultaneously also doing well for yourself, and those two things aren’t in conflict. I also really loved the idea that in this profession there was no hiding. You don’t get paid to show up. You get paid for what you actually do. And perhaps for me, what was most important, I loved the weight of responsibility. I loved earning people’s trust. I loved the idea of deserving, being deserving of their trust, and being a steward of what they’ve worked a lifetime to build. I never took that lightly, and I still don’t. Louis Diamond: That’s amazing. Yeah, I mean, the number of people I’ve heard, you talked so fondly about A.G. Edwards and there’s a bunch of other firms that have since been absorbed or emerged that are like the regional firms of old. So not surprised to hear you loved it. A.G. Edwards, obviously, became Wells Fargo Advisors or was acquired or merged with Wells Fargo. So I know you’re at Wells and A.G. Edwards until 2022. So give us a quick version. How’d you build your practice from the pharma world into being in FA? Patrick Larkin: Yeah, so as I started with A.G. Edwards, I came in at really just the perfect time. It was towards the end of the financial crisis. And I built the business the old-fashioned way with a lot of cold calling and eventually did some dinner seminars, which I can tell you is a very expensive way to learn how to speak in front of a room. But I made some progress, and I was also in a great office, small enough that some of the advisors there would hand off some of the smaller accounts that they weren’t interested in working with, and got an opportunity to get a lot of reps in working with real life clients and individuals. I knew early on I didn’t have enough talent to win on talent alone, so I made up for it and compensated for that with really hard work. The real turning point came for me when A.G. Edwards was first acquired by Wachovia Securities, and that was about five years into my career. And at that point, my branch manager, who was eyeing retirement, asked me to step in as her partner, and that changed everything. We eventually moved over to a Wachovia Securities office, another really great local office in Loudoun County, Virginia. And from that office, I worked on and became a CIMA, a CFP, worked with the clients, built a business through referrals. And I found at that point in my career when I would go to a meeting with Wachovia, eventually Wells Fargo, as a young 30-year-old, I would look around the room often and realize that I was the youngest person in the room. The funny thing was 10 years later, I would go into that same room and I’d look around and I still was the youngest guy in that room. And those demographics in our industry, and when I came into our industry, ultimately led that office that I worked in with Wells Fargo Advisors, I eventually was the recipient and party to five different succession plans- Louis Diamond: Wow. Patrick Larkin: … at Wells Fargo Advisors. I hoped that I had built a reputation as somebody that these other advisors would entrust with their clients. And over that time period, really, I would say professionally, one of my accomplishments I’m most proud of is all five of those retired advisors that I used to work with, who had an opportunity to see me work with clients, all became clients of mine, I still continue to work with. And it’s professionally just one of the greatest honors that I’ve ever had. Louis Diamond: I mean, that’s a large number of advisors you helped sunset, but I would agree it’s the ultimate p

After submitting many proposals between the two of them, Pete and Jen noodle on their proposal writing process, and how they might help their clients to write their own. Specifically, in this episode Jen and Pete talk about: What are the three key questions to answer when writing a proposal? How might you identify the core problem that your proposal is meant to solve? Why is it important to consider who will be reading the proposal you submit?   More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

Simon Sinek tells AURN News that entrepreneurs who want to make an impact should build businesses like social movements, focus on purpose and community and resist the pressure to chase growth at all costs. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What are you known for? Is it what you want to be known for? And how much control do you have over either?In this episode of the Testing Peers, Chris Armstrong, Russell Craxford, Dan Ashby and Tara Walton explore intellectual territory: the ideas, problems and patterns of thinking we repeatedly return to.Against a backdrop of AI, changing roles and questions about future relevance, the Peers discuss whether intellectual territory is something we choose, discover or have placed upon us by others.They explore identity and perception, the opportunities and limitations of becoming known for something, and whether being a generalist makes territory harder to define. They also consider how territory can evolve as careers, interests and contexts change.And it doesn't require global recognition. Your intellectual territory might simply be what colleagues come to you for, what your team associates with you, or the perspective you consistently bring to a conversation.Exploring Your Intellectual TerritoryChris introduces seven questions for exploring your own intellectual territory. The fuller prompts are below.The aim is to uncover something durable: not trendy topics or surface positioning, but the patterns of thinking that are consistently yours.1. Across your past work, talks, writing and decisions:What recurring tensions do you return to?What problems do you seem unable to ignore?What assumptions do you frequently challenge?2. Where do you consistently add value?Do you clarify?Reframe?Simplify?Expose risk?Connect systems?Interrogate signals?Something else?3. What irritates you professionally?Vanity metrics?Superficial optimisation?Incentive distortion?Performative confidence?Something deeper?Irritation often points to intellectual territory.4. What do you believe that is both:True across contexts, andUncomfortable enough that not everyone agrees?5. What is the mechanism behind your thinking?Do you operate through empiricism?Through systems thinking?Through cultural observation?Through risk framing?Through interrogation of assumptions?6. If you stripped away job titles and trends, what lens remains?7. What capability would organisations strengthen if they deeply adopted your way of thinking?As you explore them:Challenge where you generalise. Push yourself to be specific. Avoid buzzwords. Avoid praise. Articulate patterns, not slogans.The questions aren't intended to produce an immediate answer. There may be a difference between the territory you believe you occupy and the one others place you in. You cannot completely control what sticks, but you can reflect on it, reinforce it or choose to move towards something different.References and MentionsThe episode references Simon Sinek and Start With Why, Brené Brown's work on vulnerability and leadership, April Dunford and positioning, DORA metrics, Lisa Crispin & Janet Gregory and agile testing, and Dan Ashby's continuous testing/DevOps model.#PeersCon27 (March 11th, 2027) is now LIVE Tickets for the event are live for the Price of £30.The Call for Papers is open until July 31st, 2026: https://testingpeerscon.com/collaboration/And as always, we are looking for sponsors to make this event the success it has been for the last 3 years, get in touch if interestedTwitter (https://twitter.com/testingpeers)LinkedIn (https://www.linkedin.com/company/testing-peers)Instagram (https://www.instagram.com/testingpeers/)Facebook (https://www.facebook.com/TestingPeers)If you like what we do and are able to, please visit our Patreon to explore how you could support us going forwards: https://www.patreon.com/testingpeersSupport the show

When Leaders Model Well-being, It Changes the Workplace.Well-being is easy to talk about. Modelling it as a leader is a different story.In this episode, Alanna explores what it really means to lead by example when it comes to well-being. From setting boundaries and asking for help to stepping away from hustle culture, she reflects on the behaviours leaders demonstrate every day and the message those behaviours can send to their teams.The conversation also looks at psychological safety and Simon Sinek's concept of the Circle of Safety, and why people are more likely to speak openly when they feel safe to do so.For safety professionals, this raises an important question: are we creating the kind of work environment we are asking others to be part of?​Episode HighlightsWhy leadership is demonstrated through actions, not just wordsHow leaders can unintentionally reinforce hustle culture through their own behaviourThe connection between psychological safety, trust and open communicationWhy vulnerability and admitting mistakes can strengthen leadershipHow setting boundaries can support healthier and more sustainable ways of workingThe role safety professionals can play in modelling resilience and well-beingPersonal experiences of burnout, recovery and recognising when to ask for helpHow consistent leadership behaviours shape organisational culture​Well-being is not something leaders can simply encourage through a policy, a wellbeing initiative or a reminder to take a break.People watch what leaders do.When leaders set boundaries, admit when they are struggling, ask for help and make space for honest conversations, they show their teams that these behaviours are not weaknesses. They are part of creating a healthier and safer workplace.Leadership starts with what we model, especially when no one is asking us to.Listen wherever you get your podcasts.Stay connected with Women in SafetyWebsitewww.womeninsafety.netVisit the website for upcoming events, programs, and community updates, and subscribe to the newsletter to stay informed throughout the year.Instagramwww.instagram.com/womeninsafetyFollow along for conversations, community highlights, and insights from women across the health and safety profession.Become an Empowered Memberwww.womeninsafety.net/empoweredmembersExplore Empowered Membership to access deeper learning opportunities, exclusive events, and meaningful connection within the Women in Safety community.

Why does your practice exist beyond providing dental care? In this episode, Dr. Killeen explores Simon Sinek's idea of starting with your "why" and explains how a clear purpose can shape every patient interaction, every team decision, and the culture of your practice. Using Capital Dental's mission to make dentistry different as an example, he shares how small actions, like greeting patients with a genuine smile and bringing positive energy to every phone call, reinforce your purpose. When your team understands the "why" behind what they do, creating exceptional patient experiences becomes a natural part of everyday practice.

Here's a Spotify description for this episode:#268 - What if leadership didn't need a leader? - Danny WarehamWhat if the best leaders are the ones who know how to get out of the way? In this episode, Martin sits down with psychologist, coach, and author Danny Wareham to unpack his book Constellation and the radical idea behind it: that culture — not a single person — can carry the weight of leadership.Danny shares the research behind the book, born out of studying agile project teams and scrum masters, and reveals surprising findings about how trust, experience, and organizational size shape whether a team can truly self-organize. The conversation takes a fascinating detour into the military, exploring why service personnel can trust a total stranger within a single day — and why civilian workplaces take years to build the same thing.They also dig into why intentional culture matters more than ever, from climate change to the erosion of institutional checks and balances, and why charismatic, single-leader models often struggle to solve modern, cross-border problems.Plus: the surreal experience of seeing your own book on a shelf next to Simon Sinek, why traditional publishing wasn't the right fit for Danny, and how Constellation has landed him as a finalist for Business Book of the Year.A must-listen for anyone rethinking what leadership really looks like in 2026 and beyond..

This week, Pete brings his sighs and his aha moments around grown up sh*t to Jen, and they unpack it all together. Specifically, in this episode Jen and Pete talk about: Why is adulting so hard sometimes? What tactics might we utilize to navigate difficult situations and conversations? How might we think about finding solutions and take ownership of the problems we encounter?   More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

Leave an Amazon Rating or Review for my New York Times Bestselling book, Make Money Easy! Check out the full episode: https://greatness.lnk.to/1478DM Simon Sinek recounts his harrowing experience on 9/11, compelled afterwards to leave advertising for more meaningful work. He recalls New York's initial unity fading as people reverted to old patterns when the crisis passed. Sinek explains humans struggle with long-term thinking, wired for instant gratification versus imagining distant retirements. He notes tangible threats finally spur changes, like near-death moments exposing mortality. Sinek highlights why elderly individuals share unfiltered wisdom, liberated from others' opinions with finite time left. He advocates storytelling transfers life lessons without requiring firsthand trauma to incite growth. Overall, Sinek criticizes shortcut mentalities that waste foundational wake-up calls once threats subside. Sign up for the Greatness newsletter! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A brochure anyone can read out loud is not a sales asset, it is a crutch. In this episode of Content Amplified, Jason Gwilliam returns to explain why the conversation closes the deal and content exists to back it up. Jason walks through the "scrub sink story," the 30 seconds outside an operating room where a rep has to land three points and then leave something behind. He explains the difference between a rep who is comfortable and a rep who is ready, why he sends people back out the door if they cannot answer the how, the why, and the what from Simon Sinek's Start with Why, and how the 10,000 hour rule from Malcolm Gladwell's Outliers shows up in sales the same way it shows up in film study and rehearsal. He also gets specific about AI as game film: what he learned running video coaching back in 2018, how to program a tool to measure cadence and filler words, and why coaching only works when weakness is not punished. Listen if your team has plenty of collateral and still loses the room.About JasonJason Gwilliam has spent 21 years in the healthcare and medical device space and has been a sales enablement practitioner and architect since 2008. He has sold for large companies including Philips, Abbott, and Siemens, and he makes the point that real enablement in med tech requires carrying a bag yourself so you understand what the field actually faces. He lives in King of Prussia, outside Philadelphia, and writes a notebook series on LinkedIn built around one idea: selling in 2005 is not the same as selling in 2026. This is his second appearance on the show.Show NotesConnect with Jason on LinkedIn: https://www.linkedin.com/in/jgwilliam1974/Start with Why by Simon SinekOutliers by Malcolm Gladwell (the 10,000 hour rule)"The Art of the Elevator Pitch," Harvard Business ReviewThe Challenger Sale research on what customers want: insight and differentiationText us what you think about this episode!

From rebuilding after the REO era to leading 220 agents, George Laughton breaks down how he scaled a Phoenix-based team to $1B in annual volume. Learn the hiring frameworks, decision filters, and timing that turned opportunity into durable market share. In this episode: The reset: from REO team to George, his wife, one agent, and one assistant—then scaling to 220 agents $1B/year, 1,800–2,000 transactions, and gaining share despite a contracting market When to start a team—and when not to (operator vs. visionary vs. top producer) First hires, role clarity, and setting outcomes for 90 days/6 months/1 year Hiring to strategy vs. getting swept up by "magnetic" candidates Moving fast for undeniable talent and when opportunity forces scale (Zillow Offers) Internet lead gen at scale and training that unlocks agent capacity Footprint: five Phoenix offices, Tucson, small NV/Denver presence, Texas on deck; 98% of deals in AZ   Links & resources: George's Instagram: https://www.instagram.com/georgelaughton/ Zillow Premier Agent: https://www.zillow.com/premier-agent/ Realtor.com: https://www.realtor.com/ Ojo (OJO Home): https://ojo.com/ Follow Up Boss: https://www.followupboss.com/ Fireflies.ai: https://fireflies.ai/ HouseWhisper: https://www.housewhisper.ai/ The Infinite Game by Simon Sinek: https://simonsinek.com/books/the-infinite-game The 4 Disciplines of Execution: https://www.franklincovey.com/books/the-4-disciplines-of-execution/  

In this episode of The IT Experts Podcast, I take a step back from the usual growth tactics and invite you into a conversation about what wealth really means for MSP owners. We are past the midpoint of 2026, and rather than waiting until year end to reflect, I wanted to offer a checkup from the neck up right now, while there is still time to make the second half count.     I talk through the MSP journey many of us recognise. You start in survive, move into drive, then into thrive, and eventually reach arrive, the point where the business works for you rather than the other way round. Along that journey, it is easy to lose sight of your original why. You get caught up in the grind, in the day to day running of the business, and somewhere along the line the reason you started fades into the background. This episode is my attempt to help you reconnect with it, because understanding what wealth really means to you personally changes everything about how you build and run your MSP.     I share why Stuart and I built The MSP Growth Hub the way we did. Our own why is rooted in family, in supporting people with additional needs, and in using the business as an enabler for something much bigger than turnover or profit margin. That is the thread that runs through this episode. Profit should be treated as fuel for your vision, not the end goal itself. When you start asking what wealth really means beyond the numbers on a balance sheet, you open the door to a much richer definition of success, one that includes freedom, fulfilment, relationships, and the life you actually want to live outside the business.     I cover the danger of decisions driven by fear rather than by vision and values, and how burnout, stress, and anxiety often show up when purpose has quietly disappeared from the picture. I share a simple challenge you can do right now, wherever you are reading or listening from. Revisit your original why. Write down how it has evolved. Bring your team into that conversation. I mention two books that have shaped my own thinking recently, Simon Sinek's Start With Why and Arnold Schwarzenegger's Be Useful, both of which pushed me to think bigger about the supported living homes I want to help build.     We also explore the people you surround yourself with. You become the average of the five people you spend the most time with, so if you want a bigger vision for your business and your life, it pays to move towards people who inspire and challenge you rather than those who keep you small. I talk about building reflection into your leadership rhythm, measuring how far you have come rather than only how far you have left to go, and leading with transparency even when others doubt what you are trying to achieve.     Ultimately, this episode is an invitation to define what wealth really means to you, in your own words, on your own terms. It might mean more time with family, more freedom to choose how you spend your Fridays, or the ability to give back to your community in a meaningful way. Whatever it looks like for you, the message stays the same. Profit is your fuel. It is not the finish line.     I hope this gives you space to reflect and reconnect with your own purpose as an MSP owner.    Make sure to check out our Ultimate MSP Growth Guide, a free guide that walks you through a proven process to take your MSP from stuck to scalable, without working even more hours. It's 44 pages rammed with advice, insights and inspiration to help you decide what support is available to you now if you want to grow and scale your business. Click HERE to get your copy.    Connect on LinkedIn HERE with Ian and also with Stuart by clicking this LINK    And when you're ready to take the next step in growing your MSP, come and take the Scale with Confidence MSP Mastery Quiz. In just three minutes, you'll get a 360-degree scan of your MSP and identify the one or two tactics that could help you find more time, engage & align your people and generate more leads.    If you're serious about growth and want to explore what this could look like for your MSP, you can book a Right Fit Clarity Call with us HERE.  OR   To join our amazing Facebook Group of over 400 MSPs where we are helping you Scale Up with Confidence, then click HERE  Until next time, look after yourself and I'll catch up with you soon!   

This week Rich Diviney delves into his latest work, 'The Masters of Uncertainty,' which offers strategies for managing stress and performing under pressure. Rich shares the importance of understanding and deconstructing attributes, the concept of dynamic subordination in teams, and the critical role of trust. The conversation also touches on the neuroscience behind dealing with uncertainty, the practice of moving horizons, and practical breathing techniques for managing autonomic arousal. Rich emphasizes the need for purpose-driven leadership and how mastering uncertainty can empower individuals to thrive in complex environments. Episode Highlights: 03:57 Writing and Impact of 'The Masters of Uncertainty' 08:30 Applying SEAL Strategies to Everyday Life 24:07 Navigating Adversity with Micro Strategies 25:58 The Power of Breathing Techniques 41:51 The Four Pillars of Trust 44:34 Dynamic Subordination in Leadership Rich Diviney is a retired Navy SEAL Commander. In a career spanning more than twenty years, he completed more than thirteen overseas deployments-eleven of which were to Iraq and Afghanistan. As the officer in charge of training for a specialized command, he spearheaded the creation of a SEAL directorate that fused physical, mental, and emotional disciplines. He led his small team to create the first ever "Mind Gym" in Naval Special Warfare that helped SEALs train their brains to perform faster, longer, and better, especially in high-stress environments. Since his retirement, Diviney has worked as a speaker, facilitator, and consultant, training more than five thousand business, athletic, and military leaders. Rich also works with Simon Sinek's organization, Start With WHY. You can learn more about Rich here: https://theattributes.com/ Learn more about the gift of Adversity and my mission to help my fellow humans create a better world by heading to www.marcusaureliusanderson.com. There you can take action by joining my ANV inner circle to get exclusive content and information.See omnystudio.com/listener for privacy information.

After a recent episode on packing, Jen and Pete spend this week mulling over the idea of its opposite: unpacking. Specifically, in this episode Jen and Pete talk about: What are some tactics we might use to make it easier to manage change? How might we assess what everyone on our team needs before making a plan? What surprises might we find when we take a different path than planned? More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

In this episode of The Builder's Bookshelf, we break down Simon Sinek's Start with Why and translate purpose-driven leadership into the construction world, where people need more than tasks, deadlines, and pressure to do their best work. You'll learn how to connect daily jobsite responsibilities to deeper meaning so your team moves from simple compliance to real commitment.Enjoy this episode and #BeNEXT

They Are Who We Think They Are Chef Anthony watched a Simon Sinek clip and couldn't let it go for a week. The premise: if you think your young staff is entitled, you will treat them like they're entitled — and from that point on, everything they do becomes evidence. The label does the work. You stop leading and start confirming. Dave, Brian, and Anthony sit with that one for the full episode. The uncomfortable part isn't that the workforce changed. It's that the workforce we're complaining about was raised by people our age — and that the way most of us learned to run a kitchen is aging out from under us in real time. IN THIS EPISODE - The self-fulfilling label: how "entitled" becomes a barrier you build around an employee's growth without realizing it - The raise transaction got reversed. We were taught prove it, then get paid. They're saying pay me, then I'll do it. Neither side thinks the other is negotiating in good faith. - Loyalty is asymmetrical: organizations expect two weeks' notice from employees they'd terminate the same afternoon - Latchkey leadership — why operators who grew up on "I'll give you something to cry about" default to low empathy, and what that costs on the line - The pendulum: pre-pandemic you could fire someone for blinking wrong, then came the years of absorbing anything, and now something closer to balance - "Your way of doing things is most likely not relevant anymore." The line that stung, and the operators who are still running a model built for an environment that no longer exists. - The door-slam raise demand — instant termination or coaching opportunity? Anthony's answer at 35 versus his answer at 46. - Approach matters: why "I need a raise or I'm quitting" gets a defensive response, and "what would I need to take on to earn more?" gets a real conversation - Dave's kid plays zero innings in the field, and Dave says nothing to the coach — the difference between protecting a young person and coaching one - The other side of the balance: you can't spend your whole career apologizing for the job you have to offer PRACTICE TIPS 1. Pause. From Jay Shetty's Think Like a Monk — between the stimulus and your reaction, build in a deliberate beat. When someone kicks your office door in demanding money, your instant reaction is defense. The pause is where you decide what actually gets you a good outcome. 2. Print the roster. Sit down with every name, what they're paid, and what they actually produce. The employee who barges in has usually been stewing for months — and sometimes they're right, which is the version you can still fix. 3. Build the rubric. Turn qualitative into quantitative. Rank your staff 1-10 on the attributes that matter to your operation. It's tedious the first time and clarifying every time after. 4. Get in front of it. Annual or quarterly reviews exist so the pay conversation happens on your calendar instead of theirs. 5. Ask, don't tell. "You're entitled and you were raised poorly" ends the conversation. "What would you do differently here?" starts one. 6. Keep bench strength. You can only hold the line on "this is the job" if your hiring pipeline and cross-training give the schedule enough elasticity to lose someone. MENTIONED IN THIS EPISODE - Simon Sinek clip on entitlement and organizational loyalty — [DROP CLIP LINK] - Think Like a Monk by Jay Shetty - Previous Restauranttopia episodes on mindfulness and on building your workforce CONNECT WITH US Got a comment, a question, or a suggestion for Brian? Head to restauranttopia.com and drop us a line. If this episode was useful, tell one other operator about the show. That's how independents find us. Subscribe wherever you listen: Apple Podcasts, Spotify, YouTube. Hosts: Dave Ross, Brian Seitz, and Chef Anthony Hamilton restauranttopia.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Get AudioBooks for Free Best Self-improvement Motivation You're Playing the Wrong Game | Simon Sinek Motivation Discover Simon Sinek's powerful perspective on purpose, leadership, and long-term success. Learn how changing your mindset can transform your future. ⁠We Need Your Love & Support ❤️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 3 Audiobooks Free -

Send us Fan MailIn episode #192 we chat with Brooke Johnson, the first woman to skateboard across America in 2025, raising over $50,000 for spinal cord research in honor of her stepdad. Discover the powerful story behind her 118-day adventure from Venice Beach to Virginia Beach, the challenges she faced, and the lessons learned about resilience, purpose, and health.KEY TAKEAWAYSBrooke shares the motivation behind her historic skateboarding journey and the personal cause that propelled her.The emotional story of her stepdad's injury and her promise to support spinal cord research.Details of the logistics and physical demands of skating 3,668 miles in 119 days, including nutrition and recovery strategies.Insights on staying fueled, avoiding cramps, and maintaining health on the road, including essential hydration and supplementation.The importance of blood work and understanding one's genetics for women's health and performance.Brooke's reflections on overcoming mental and physical barriers, and how her experience can inspire others to pursue big goals with purpose.Upcoming projects, including a documentary and future world record attempts.Please note that this podcast is created strictly for educational purposes and should never be used for medical diagnosis or treatment.ABOUT BROOKE JOHNSON:Brooke Johnson, became the first (and only) woman to skateboard across America in 2025, raising over $50,000 for spinal cord research in honor of her stepdad, Roger. We talked to Brooke about what fueled her 118 day adventure, from Venice Beach in California to Virginia Beach, in Virginia, and the meaningful lessons she learned along the way.FREE RESOURCES:Hydration 101: https://mailchi.mp/nutritional-revolution/hydration101Managing Overheating and Hydration: https://mailchi.mp/nutritional-revolution/overheating-and-hydrationFOLLOW BROOKE:IG: https://www.instagram.com/brookedoeseverythingYouTube: https://www.youtube.com/@BrookeDoesEverythingRunning Man Festival, Atlanta - Sept 18-20: https://runningmanfestival.com/Facebook: https://www.facebook.com/brookedoeseverything/Snapchat: https://www.snapchat.com/@brookedoesitallTiktok: https://www.tiktok.com/@brookedoeseverything?lang=enMENTIONED:Be sure to keep an eye out for Brooke's documentary, coming out August 15!LMNT (Mango Chile Lime): https://amzn.to/3TigTubLMNT (Lemonade): https://amzn.to/4fiag3GMassage Gun: https://amzn.to/44FZ0Ie Compression Boots: https://amzn.to/4wZiWSpWings for Life World Run: https://www.wingsforlifeworldrun.com/enStart with Why by Simon Sinek: https://amzn.to/4fu9rmZVitamin D (with K2): https://nutritional-revolution.com/product/thorne-vitamin-d-k2-liquid/Neuromints: https://amzn.to/4yD70YbFullscript Blood Panels: https://us.fullscript.com/welcome/kchannellTIMESTAMPS00:00 - Introduction to Brooke Johnson and her groundbreaking skateboarding journey02:12 - Brooke talks about her motivation and the purpose behind skating across the US05:00 - The impact of her stepdad's injury and her promise to support him10:10 - How Brooke managed nutrition and hydration during the 119-day skate15:32 - Route choices and navigating hilly vs. flat terrains19:01 - Daily skate schedule, including rest, sleep, and night skating routines23:44 - Nutrition on the road: practical tips and food options while traveling27:26 - Hydration hacks and specific products that helped Brooke avoid cramps30:16 - Blood work, supplements, and understanding women's health during endurance events34:30 - Post-ride cravings and recovery celebrations38:36 - Brooke's upcoming projects and ways to support her mission39:48 - Clarifying her two truths and a lie (skate from Venice to Mexico)42:32 - Lessons from falls and safety tips on long-distance skateboarding44:14 - Broader insights into living an ultra-endurance lifestyle and health managementMORE NRApply to work with Kyla → https://p.bttr.to/3ZrwzcFUse code NEWPOD10 for 10% off our meal plans → https://nutritional-revolution.com/products/CONNECT Instagram → www.instagram.com/nutritionalrevolutionSponsorship inquiries → kyla.c@nutritional-revolution.comInterested in having your biomarkers or nutrigenomics checked? Email us at nutritionalrev@gmail.com TRUSTED RESOURCES Supplements (save 20%) → https://us.fullscript.com/welcome/kchannellFeed Club ($20 off) → https://thefeed.com/teams/nutritional-revolutionKyla's top picks → https://shopmy.us/shop/nutrevFollow us @nutritionalrevolution

After thinking over and over about the concept of strategy, Pete turns to Jen to help him unravel what strategy actually is and how it can be best utilized by individuals and companies. Specifically, in this episode Jen and Pete talk about: What even is strategy? How might we move from our goals to a clear strategy? What are some tactics to stay focused on the things we actually have control over? More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

Get AudioBooks for Free Best Self-improvement Motivation How to Lead So Others Will Follow | Simon Sinek Learn timeless leadership principles from Simon Sinek. Inspire trust, motivate others, and become the kind of leader people genuinely want to follow. ⁠We Need Your Love & Support ❤️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 3 Audiobooks Free -

Growing up as a pastor's kid in Grand Junction, Colorado, Chris West learned early on that leadership is not about directing others, but about serving them. Today, as the CEO of DWC CPAs and Advisors, Chris credits his servant leadership philosophy for his ability to maintain a people-first culture and guide the firm through its impressive 80-year history. Join us as Chris details his unique path, from his initial aspirations of becoming an archaeologist to his 30-year tenure at DWC CPAs. We discuss how his father's influence shaped his commitment to listening, extending trust, and allowing himself to be influenced by those he leads. Chris also reflects on bridging generational gaps in the workplace, finding personal purpose through Simon Sinek's Find Your Why framework, and rediscovering his creative passions. This conversation offers a profound look at how personal values drive professional legacy and long-term career fulfillment.How many hours did you spend last week looking up the same tax questions your team already answered last month? Most firms lose time to duplicated research, scattered knowledge, and juniors who can't find the answers they need. So, partners get pulled into basic questions instead of strategic client work. CoCounsel Tax is the AI tax professionals count on. It gives your entire team instant access to expert-level answers with citations—trained on tax code, regulations, and Thomson Reuters' trusted content. Consistency goes up. Rework goes down. Your people spend time advising, not searching. Learn more at tr.com/cocounselAYR. This episode is brought to you in partnership with Thomson Reuters.Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

What if the reason you can't articulate what makes you different isn't a communication problem, but a nervous system trained by decades of fitting in? Today's guest is the man Simon Sinek credits with helping him find his why.  Mark Levy has spent 25 years uncovering the ideas hidden within people that make them not just different but unmistakable. He went from a bookstore clerk in Queens to a publishing executive who moved over a billion dollars in books, to a New York Times contributor, to the author of Accidental Genius (translated into eleven languages), to a co-creator of Chamber Magic, New York City's highest-rated live show.  In this conversation, Mark and Dov unpack why the most capable people in the room so often have the hardest time saying what makes them unmistakably themselves, and what it costs them in fees, impact, and meaning to keep it all buried. Topics include:  The Leaning Tower of Pisa and the economics of anomaly Why passion blinds you to what you are looking at.  The four-into-four technique that unlocked a New York Times bestseller. Why marketing works better without hyperbole.  The actual origin of the elevator speech. How one client went from lighting himself on fire in theme parks to building courage in Fortune 500 organizations. How a magician became the Millionaire's Magician.  The single concrete action Mark gives listeners to start pulling their real ideas to the surface. CONNECT WITH MARK LEVY  Website: https://levyinnovation.com  Email: mark@levyinnovation.com  LinkedIn: https://linkedin.com/in/marklevy WORK WITH DOV  Website: https://DovBaron.com  Email: dov@dovbaron.com  If you found this conversation useful, please rate, review, and subscribe. It genuinely helps the show reach the leaders it was built for.   Connect with Dov Baron:https://DovBaron.comdov@dovbaron.comRate, review, and send this episode to the most thoughtful builder you know. That is how the algorithm finds the people who still ask why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Get AudioBooks for Free Best Self-improvement Motivation Infinite Mindset | Simon Sinek & Jim Kwik Discover how Simon Sinek and Jim Kwik explain the infinite mindset to build resilience, inspire growth, lead with purpose, and achieve lasting success. ⁠We Need Your Love & Support ❤️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 3 Audiobooks Free -

You’re listening to American Ground Radio with Stephen Parr and Louis R. Avallone. This is the full show for July 15, 2026. We open with the biggest election integrity news in years — the House passed the SAVE Act as part of the National Defense Authorization Act, 217 to 209, with Speaker Mike Johnson delivering exactly what he promised us two weeks ago when he sat down with American Ground Radio. We explain what the SAVE Act actually does — and what it doesn't. It doesn't change who is eligible to vote. It doesn't alter the Constitution. It simply requires documentary proof of U.S. citizenship when registering to vote in federal elections. We point out that we verify identity to board a plane, open a bank account, and buy a beer — and that the only people who benefit from not verifying citizenship at voter registration are people who aren't citizens. We also note that Democratic Senator Elissa Slotkin's claim that no Democrat will ever win again if the SAVE Act passes raises an obvious question about how many non-citizens have been voting for her party. The bill now goes to the Senate, where John Thune needs to do his job — or be voted out at the first opportunity. In our Top 3 Things You Need to Know, Acting Attorney General Todd Blanch testified before the Senate in his confirmation hearing — telling senators that his client is not the president but the American people, while more than 1,200 former DOJ employees signed a letter opposing his confirmation, which may be the best endorsement he could have received. Then the House passed a bill to make daylight saving time permanent year-round — meaning darker mornings in winter and lighter evenings, with states currently on permanent standard time allowed to stay there. And Senate Democrats boycotted a hearing on government fraud, with only one Democrat showing up before leaving after his opening statement — even as investigative journalists Nick Shirley, James O'Keefe, and Dylan Heder-Gaudette presented documented findings on billions in fraudulent benefits claims. As Nick Shirley said, no dollar says Republican or Democrat on it. We also tackle the question of whether a New Hampshire state representative can drive 102 miles per hour on her way to the legislature and claim constitutional immunity from arrest under a provision dating back to the era of kings arresting parliamentarians on their way to inconvenient votes. We acknowledge the historical purpose of the law. We reject the application of it to someone who simply didn't plan her schedule well enough. Rules for thee but not for me is not a constitutional principle — and if you don't care about the safety of the people on the road, why would you care about the safety of the people you represent? Our American Mama Teri Netterville weighs in on the Emmy nominations — and the conversation becomes a broader indictment of an awards system that has completely lost touch with what Americans are actually watching. Greg Gutfeld hosts the number one late night show in the country. Not nominated. Taylor Sheridan has produced Yellowstone, Landman, 1923, and The Madison — all massive hits with critics and audiences alike. Not nominated. Meghan Markle's show As Ever received a 38% on Rotten Tomatoes, was called the sweet spot between irrelevant and intolerable by the Times of London, and was canceled. Emmy nominated. The awards don't reflect excellence anymore. They reflect ideology. In our Digging Deep segment, U.S. Army Secretary Dan Driscoll announced that the Army has already met its 2026 recruiting goals — with 61,500 new recruits — eight and a half months before the year ends. Compare that to 2022, when the military missed its goals by 25%, and 2023, when it missed by 10%. Nothing changed except the administration and with it the clarity of purpose. We play Simon Sinek's story about a Marine recruiter who told a high school auditorium full of teenagers that not a single one of them was good enough to be a Marine — and walked out with the longest line of any recruiter in the room. People don't want to be told service is easy. They want to be challenged to be worthy of it. Trump and Hegseth figured that out. The numbers prove it. We also cover France's assisted suicide legislation — which has passed the lower house and would allow physicians and nurses to end the lives of patients who cannot do so themselves. The Catholic Church in France has threatened excommunication for any legislator who votes for it, and Pope Francis personally asked Macron not to sign it. We make the pro-life case plainly — compassion means walking with those who suffer, not eliminating the one who is suffering. A society's worth is measured by how it treats its most vulnerable, not by how conveniently it removes them. The Iranian Revolutionary Guard Corps has now threatened to shut down all Middle Eastern oil exports if Iran cannot export its own — using energy as a weapon exactly as both Iran and Iraq did during the 1980s war. We note that this is exactly why the Iraq oil pipeline deal through Turkey matters, why the Strait of Hormuz matters, and why at some point the president may have to say what needs to be said about ground troops. For our Bright Spot, a Spanish conservation group called El Burrito Feliz — the Happy Little Donkey — has deployed 18 donkeys around Doñana National Park on Spain's Atlantic coast, an area with the same fire-prone Mediterranean climate as Southern California. Since the donkeys were introduced, there has not been a single wildfire in the park in nine years. The donkeys eat the dry scrub and tall grasses that fuel fires, reach terrain that vehicles cannot, and cost a fraction of what California spends on fire suppression after the fact. We suggest California try it. What have they got to lose? And we close with Jenny Stepien, who walked down the aisle on her wedding day wishing her father could be there. Her father Michael had passed away ten years earlier — but he was an organ donor, and his heart had saved the life of a man named Tom Thomas, who became Jenny's pen pal out of gratitude. On her wedding day, Tom was there in person for the first time — to walk her down the aisle in her father's place. At the end of the aisle, Jenny placed her hand on Tom's chest and felt her father's heart beating one more time, just before she said I do. May your pursuit of happiness bring you joy. Listen now wherever you get your podcasts, visit AmericanGroundRadio.com, and join the conversation at 866-AGR-1776!See omnystudio.com/listener for privacy information.

As Jen prepares for her summer travel, she and Pete noodle on the activity of packing, and the sometimes difficult decisions of what to bring and what to leave behind. Specifically, in this episode Jen and Pete talk about: Why is making decisions so hard? How might the usage of constraints and rules be beneficial when making choices? What are some tactics to deliberately carry less around with us? More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

Get AudioBooks for Free Best Self-improvement Motivation Learning with an Infinite Mindset | Simon Sinek & Jim Kwik Discover how Simon Sinek and Jim Kwik teach an infinite mindset to boost learning, resilience, personal growth, and long-term success. ⁠We Need Your Love & Support ❤️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 3 Audiobooks Free -

Get AudioBooks for Free Best Self-improvement Motivation Leading with an Infinite Mind | Simon Sinek & Jim Kwik Discover Simon Sinek and Jim Kwik's insights on infinite thinking, leadership, resilience, and long-term success to inspire lasting growth. ⁠We Need Your Love & Support ❤️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 3 Audiobooks Free -

What happens when the leader who's supposed to set the tone for the whole team is running on fumes, firing off reactive emails, and operating from survival mode instead of strategy?

Kevin Miller is a former pro athlete, lifetime entrepreneur, father of 9, and podcast host. He hosts the top-ranked "What Drives You with Kevin Miller" podcast, a professional and personal development podcast that has been ranked #3 in the "All-Time Careers" category on iTunes and downloaded more than 70 million times. Kevin has conducted an in-depth interview series with more than 200 thought leaders in the professional and personal development sphere, including Susan Cain, Michael Hyatt, Rich Roll, and Simon Sinek. On this classic episode, Kevin joined host Robert Glazer on the Elevate Podcast to talk about his career, finding purpose in life, and much more. Thank you to the sponsors of The Elevate Podcast Shopify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠shopify.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Masterclass: ⁠⁠masterclass.com/elevate⁠⁠ Framer: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠framer.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Indeed: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠indeed.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Northwest Registered Agent: ⁠⁠⁠⁠⁠⁠⁠⁠northwestregisteredagent.com/elevate⁠⁠⁠⁠⁠⁠⁠⁠ Whatnot: Search "Whatnot" in the app store to download Fanvue: ⁠⁠⁠⁠fanvue.com⁠⁠⁠ Wealthfront: ⁠wealthfront.com/elevate⁠ More about Wealthfront This experience may not be representative of other Wealthfront clients, and there is no guarantee of future performance or success. Experiences will vary. Elevate with Robert Glazer podcast (collectively "Media Partner") are not clients of Wealthfront. The Media Partner receives cash compensation from Wealthfront Brokerage for this paid endorsement placed in their podcast, creating a conflict of interest. More details available via the referral link. The Direct Deposit Plus Investing Program from Wealthfront Advisers LLC and Wealthfront Brokerage LLC provides eligible clients a 0.25% APY increase above the base APY on eligible Cash Account balances (up to an overall boosted rate of 4.30% for a limited time when including the three month 0.75% APY boost for new clients) when you direct deposit $1,000 a month, plus open, fund, and maintain an investing account. Wealthfront may change or end the program at any time and determine eligibility at its discretion. Terms apply. Full details at wealthfront.com/promo-terms. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC, member FINRA/SIPC. Wealthfront Brokerage is not a bank. The base APY is 3.30% on cash deposits as of January 30, 2026, is representative, subject to change, and requires no minimum. Funds in the Cash Account are swept to program banks, where it earns the variable APY. Same-day withdrawal or instant payment transfers may be limited by destination institutions, daily transaction caps, and by participating entities such as Wells Fargo, the RTP® Network, and FedNow® Service. New Cash Account deposits are subject to a 2-4 day holding period before becoming available for transfer. Investing involves risk, including the possible loss of principal. Securities investments are not bank deposits, bank-guaranteed or FDIC-insured, and may lose value. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Pete shares with Jen a perfectionism trap within an AI model, and together they noodle on how to get their work unstuck and shipped. Specifically, in this episode Jen and Pete talk about: What tools might we use to gauge when our work is good enough? What are the signs and symptoms of looking for perfection? How might we use AI to ship our work more frequently? More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

Who is Sharon?Sharon Kennedy is a business leader and consultant who specializes in helping high-achieving leadership teams reach their goals. With a systemic approach, Sharon works with successful and ambitious individuals who find themselves at a crossroads—where progress seems more difficult than it should be despite their capability and intelligence. By focusing on aligning organizational goals with effective strategies, Sharon guides her clients to greater clarity and collective achievement, emphasizing business-level solutions over individual fixes. Her work is driven by a commitment to turning challenges into opportunities for alignment and business growth.Key TakeawaysIn this insightful episode, Sharon Kennedy shares her expertise on how leaders and businesses can gain better alignment in their work, especially when navigating complexity and uncertainty. She explains why many high-achieving individuals and leadership teams feel like something is “missing,” even when they're doing so much right—and how stepping back, gaining clarity, and focusing on systemic coherence transforms both people and organizations.Key topics include:* Identifying the Type of Client Helped: Sharon discusses the kinds of ambitious leaders and teams she works with, who often find their progress harder than it should be and benefit from a systemic, not just individual, approach.* What Clients Have Tried Before: Many have read books, taken courses, or followed common advice, but struggle to see the results because true change requires personal insight and a shift in perspective.* The Power of Lightbulb Moments: Sharon explains that breakthroughs aren't about doing things “wrong,” but about discovering new ways of seeing challenges and embracing novel solutions.* Sharon's Process at Engage and Prosper: From open, candid diagnostics to supporting genuine business-wide alignment, Sharon covers her approach to lasting organizational change.* Valuable Takeaways: The importance of identifying areas of repeated friction, why strategy often fails to translate into reality, and why real coherence beats great intentions every time.* Inspiration & Influence: Sharon shares her influences, including Rory Sutherland and Simon Sinek, and reflects on what human behavior teaches us about creativity, bravery, and leadership.* The Killer Question: How do you know when your organization lacks coherence—and what can you do about it?Timestamps Overview* [00:00:31–00:01:15] Introduction of Sharon Kennedy and her background in talent and neuro-inclusion* [00:01:27–00:03:22] The characteristics of Sharon's ideal clients and her focus on business systems, not just individuals* [00:03:23–00:05:07] What clients have tried previously and why change requires personal insight and self-determination* [00:07:10–00:09:18] Sharon's process at Engage and Prosper: diagnostics, clarity benchmarking, and identifying points of friction in the business* [00:11:10–00:11:46] Why company values and real behaviors don't always align—and what to do about it* [00:12:45–00:16:27] Sharon's personal journey, influences, and what really prompted her approach to leadership coaching and coherence* [00:17:12–00:19:22] The “killer question”: Signs your organization or team lacks coherence, and what key indicators (like repeated unresolved issues) to look forDon't forget: If you want to connect, ask questions, or get notified about upcoming guests like Maria subscribe to the newsletter here. You only need your first name and email—easy as (coffee) pie!And don't forget: keep an eye out for next guest. To submit your own questions, subscribe to our newsletter and join the conversation!P.S. Loved this episode? Hit reply and let us know what resonated most_________________________________________________________________________________________________Subscribe to our newsletter and get details of when we are doing these interviews live at www.systemise.me/subscribeFind out more about being a guest at : link.thecompleteapproach.co.uk/beaguestSubscribe to the podcast at https://link.thecompleteapproach.co.uk/podcastHelp us get this podcast in front of as many people as possible. Leave a nice five-star review at apple podcasts : https://link.thecompleteapproach.co.uk/apple-podcasts and on YouTube : https://link.thecompleteapproach.co.uk/Itsnotrocketscienceatyt!Do You Need a P.A.T.H. to Scale?We help established business owners with small but growing teams:go from feeling stuck, sceptical, and tired of wasting time and money on false promises,to running a confident, purpose-driven business where their team delivers results, customers are happy, and they can finally enjoy more time with their family -with a results-based refund guarantee: if you follow the process and it doesn't work, we refund what you paid.This is THE P.A.T.H. to scale your business.————————————————————————————————————————————-TranscriptNote, this was transcribed using transcription software and may not reflect the exact words used in the podcast.SUMMARY KEYWORDSneuroinclusion, talent development, innovation, education, high-growth sectors, leadership alignment, coaching, confidence building, skill development, business coherence, systemic approach, candidate-to-company pathway, fragmentation, fresh perspectives, clarity, diagnostic tools, Clarity benchmark, employee engagement, operational systems, team behavior, AI integration, onboarding challenges, early career hires, job fit, organizational congruence, company culture, values alignment, productivity, absenteeism, staff turnover, workplace coherenceSPEAKERSharon Kennedy, Stuart WebbStuart Webb [00:00:00]:Don't mess me about now. Now is not the time to mess me about. Hi and welcome back to It's Not Rocket Science, 5 questions over coffee. I'm here with— this is my coffee, by the way. I'm here with, uh, Sharon, and she has got coffee as well in front of her. Sharon Kennedy is a, um, a coach, uh, helping to develop future talent. Uh, she's, uh, works with people who are looking to develop high potential individuals in innovation, talent development, education. She's helping people build skills, confidence, and insight necessary to move in the fast-moving, high-growth sectors, particularly interested in people with neuro-inclusion in their development.Stuart Webb [00:01:16]:So Sharon, welcome to It's Not Rocket Science, 5 Questions Over Coffee, and thanks for being a guest.Sharon Kennedy [00:01:21]:Thanks for having me.Stuart Webb [00:01:24]:So tell me a little—Sharon Kennedy [00:01:25]:Perfect.Stuart Webb [00:01:27]:Let's, let's just explore a little bit. So if we're looking at the sort of the, the person you're trying to help, what is the, uh, what are the characteristics? What are the— what is it you, you are— you would say are the sort of, um, ideal client, ideal person you're trying to help with this neuroinclusivity, building their confidence, uh, in this fast-paced environment of education and employment today?Sharon Kennedy [00:01:50]:Well, I suppose it's— I suppose the first thing to say, and I understand why you've positioned it the way you have. But I— as much as I work on an individual level, I really come at it from a business level. That's what we're trying to achieve. And so, so the individual leader or individuals in this leadership team are, generally speaking, going to be quite successful and achieving lots of great things, lots of ambition, lots of intelligence, capability, and things like that. It's more that they're at a point where it seems harder than it should be. And they're still pushing forward. And I think really, for me, what I try to do, and, and we as a business, is about helping them find alignment in what they're trying to achieve and how they're trying to achieve it. So it's more of a systemic approach that we take to it.Sharon Kennedy [00:02:38]:So whilst all the things you described are exactly what we also do, you know, clarity, confidence, talent, uh, you know, development, and the sort of candidate-to-company pathway and making that the optimum that it can be. Ultimately, we're about trying to make sure that we're helping leaderships and companies be more coherent in their approach so that the consistency is there and the inner alignment is there as well. So if you ask me about the type of people, they're going to be very intelligent, capable people, but they're just kind of— they know something's missing, but they can't really work out what that is. Um, and so for us, it's normally sort of fragmentation in their thinking, really, and trying to help them sort of stand back sometimes and then look at things with fresh eyes.Stuart Webb [00:03:23]:So, so that's interesting. So, so tell me, um, what they've tried before. What is it they've been attempting to do before they come across somebody like you can help them with that alignment? Have they, have they done books, courses, all of the above?Sharon Kennedy [00:03:36]:All of that. I, I've— well, and just lived on the planet, you know, and, and gained experience and done lots of things brilliantly right. And done lots of other things that they, they don't quite know why it's not worked. And I think, I suppose it's sometimes it's like, you know, we grow up hearing the adages of, like, can't see the wood for the trees, or, you know, you're in the trenches rather than— and working in the business than on the business, all those great phrases. But I suppose actually sometimes it's, it's about helping people sometimes to think differently when they don't know how to think differently. Because it, you know, they'll— yeah, we've— again, I know I'm using the clichés, but the Definition of insanity: keep doing the same thing, expect a different result. And I suppose all these phrases and words don't always mean very much until you actually get to the point of where the penny drops. Somebody says something in a certain way, or enough things happen, and you just kind of go, I, I get it now.Sharon Kennedy [00:04:27]:It— that now makes sense to me in my way. And the problem is we all think differently. None of us think the same. None of us have got the same life experiences or talents or skills. We're all individual mashes of lots of, you know, life and experience and personality and DNA. And, you know, we're just unique individuals. And so what might be the penny dropping for one person is, you know, is it happens in a different way for somebody else at a different time. So it really— I know that might sound a bit ambiguous, but I think it's a bit like— that's what I've learned through doing coaching a lot of the time, is the individual has to self-determine their own insight All anybody else ever does is facilitate that being able to happen.Stuart Webb [00:05:09]:It's interesting. So, so it is— it, it— there's a moment, there's a, there's a point at which something happens, whether that be a difficult situation or a sudden realization that, that you've been doing it wrong all this time, which produces that clarity of thought suddenly that I need help.Sharon Kennedy [00:05:29]:Yeah, I don't even think wrong is not— and I'm not picking— you're not being critical, but wrong isn't the right word because I suppose it's just we all— everything is isn't it? All through our life we're trying and we're experimenting, we're exploring, and we're doing things differently. I think it's just sometimes somebody can have those, you know, whether you call them like light bulb moments or insights, whatever, you know, fat bombs, whatever you want to call them. A number of things happen, you know, whether it's a— you read a piece of content, you have a conversation with someone, you watch something. Sometimes it's just enough things that happen relatively that, that your brain— I mean, our brains are amazing. I've done a lot of stuff around neuroscience, and, you know, when we always think we have those light bulb moments, those light bulb moments are not just suddenly epiphanies. They're, they're our subconscious kind of going, maybe got the answer here if you want to maybe sit down for a bit, do things a bit differently, and listen to me, actually. And that's really what I help to sort of do as well, you know. That's what coaching is, and that's what sort of like systems designers and systems thinking and trying to get people to sort of sometimes stand back and, and just re-look at things with new perspectives, different perspectives, because it's really hard to do that, you know, because we take comfort and confidence in familiarity and, and knowing what we've always done.Sharon Kennedy [00:06:45]:And it might have always worked before, but we're in different times, and every so often you have to stand back and reappraise and reflect on what you have now, because it's, it's a new world all the time, regularly, you know. We're in another industrial revolution or whatever you want to call it. So So I think it is just having the confidence and being brave enough, really, sometimes to kind of go, is there maybe a different way to look at this?Stuart Webb [00:07:10]:So tell me, we've reached the sort of, uh, my third question then, and it's, it's about the valuable, uh, advice that you'd give. So talk to me a little bit about two things, one of which is, so what do you do? How do you bring the outcome that those people are looking for? And secondly, is there a piece of valuable advice that you'd give to our, our listeners at the moment? And yeah, I'd welcome any comments from anybody either listening in the future in the recording or as we're listening to us live now. If you've got questions, let Sharon know what those questions are so that we can, we can pose them to her. But Sharon, start with that first thing. What is it you would actually do within, within your business, Engage and Prosper, to help them overcome that challenge?Sharon Kennedy [00:07:56]:So I suppose the first thing we do is have a proper conversation, uh, and explore really what is happening in their business, what, what frictions and areas they're finding either repeatedly failing or frustrating or just costly, or, you know, they'll, they'll know. Every business will have its own version of that, and it might be a number of them, it might just be one area. So we have really open, candid chats around— structural, structured chat, but it still is a chat, it is a conversation to understand and explore that. And it does require a bit of trust and openness and it's obviously confidential. So that's the first thing we would do. If the next step is the right next step, we would run a Clarity benchmark, which is a diagnostic tool we use, which we've created around understanding the whole element of clarity in systems, people, and behavior, because it is structural, as we say. But, but the, the sort of free advice, if you like, that I would say to anybody on that call or otherwise is to to start thinking about where you're seeing repeated friction in the business, where things are— you're having to revisit them on a regular basis because you thought you dealt with them at that meeting, but something isn't— it's just not changed, or it's not landing, or it— people don't really know what they should be doing about what's been agreed, um, because that's really, again, where the coherence is not really there. It's not— it's not landed, or it's not clear, or it's not being driven in a clear way.Sharon Kennedy [00:09:19]:Um, and again, it's, it's quite difficult to give examples because that might be very diff— different in every business, but it might be, you know, a high turnover of staff for a particular type of role or a particular type of hire. Um, so early years, early career hires are regularly quite hard at the moment to sort of, um, engage and onboard and successfully, you know. Some of that might be because it's the wrong person and job fit. Some of it might be the job needs to evolve and move. Um, and I think you've gone now, so I feel a bit worried that you may have, um, just disappeared. And if this is still live— no, you're there.Stuart Webb [00:09:59]:I was merely focusing on you, Sharon, as you were talking about such an intense subject. I wanted people to, to focus on you rather than seeing me making gudie.Sharon Kennedy [00:10:08]:Tell me you were going to do it anyway. So, so that, so that's really— so it could be different stages of either people coming in, or it could be different systems that you're using. And again, with AI, oh my goodness, you know, people are overwhelmed with it. I think they don't quite know in some organizations and businesses how much they should be using, what they should be using it for, how they should be using it and integrating it. So there, there is— there are a whole, uh, plethora of areas and issues that could be the problem or the challenge for why the organization just isn't achieving what it knows it could and should. Um, so I think that's really the sort of free advice that I would suggest, really. Um, And it could be operational systems, team behavior, attitudes. I mean, you know, coming from an employee engagement, um, business and, you know, background, which I did for a long, long time, a lot of— a tiny example would be about, you know, having behaviors on the wall and these great values as a company culture and saying what it's like to work for us and we're brilliant and we're this and we're that and all the great honest sincere things, but not necessarily living by those values.Sharon Kennedy [00:11:10]:And it becomes a bit rhetoric rather than reality. So I think it— that's just one example of what I'm trying to convey, is that great intent and a great strategy written down isn't necessarily what the reality is or what the lived experience is. And, and I think ultimately that's, that's really what we're trying to do— some, you know, audits, housekeeping, whatever you want to call it— and then really move forward with a really coherent plan and also that individual congruence. So that internal alignment between the— what you want to be as a leader and as a business owner, and also what you are actually then delivering as a, as a leadership team.Stuart Webb [00:11:47]:Brilliant. I will now come back into screen so that you can see me, but I wanted people to focus on you when you were talking about that because I think it's important. Um, Sharon, thank you. And, and just to remind people, um, you'll see at the bottom of the screen I've put where we put our guests' contact details, their offers, uh, things like landing pages where you can go and get free things from them, uh, in systemize.me/free-stuff. And we'll have links to Sharon's website, Engage and Prosper. Yeah, got some downloads, got some downloads that we will be putting into our vault so that you can get hold of those and get— and hear some of the great wisdom that Sharon has on this. So, Sharon, that kind of, uh, you mentioned it once, and I presume, uh, it is from this background of, of, uh, of employing engagement, um, that you, you came to this realization. But it can't just have been employee engagement.Stuart Webb [00:12:45]:There must have been a light bulb moment, a book, a course, a personal experience. What was it that sort of suddenly made you realize that some of this stuff is related to Well, uh, these, these moments that sort of, you know, you now can help to step in and, and to help people to understand better.Sharon Kennedy [00:13:04]:Yeah, I mean, I, I did do a research around this question of like, you know, should I come up with a really clever author and things like that?Stuart Webb [00:13:13]:Please don't do clever, we don't do clever.Sharon Kennedy [00:13:16]:Well, what I suppose I came down to really was the fact that, you know, I'm the, the right side of 50, if that's the right phrase, but you know, I'm 52 now and I think, you know, I've had lots of chapters in my career, lots of working with lots of different, you know, great bosses, great leaders, um, and either, you know, been to events and been inspired to get inspired by people every day. And, um, I suppose what I've recognized through my own observations, pattern recognition, whatever you want to call it, is that when leaders are sort of inconsistent, um, and it's hard to actually see consistency in someone if you're not seeing enough communication, interacting enough, it takes a long time to layer knowledge and understand who somebody is or what business is and all those sort of things. So for me, it's about when things are fragmented, you know, if leadership is fragmented, if how the business works is fragmented, how it communicates, how it does things. And it, you know, and some people might use the word chaos, and I don't really mean chaos because I'm not suggesting any business is chaotic, but I do think we think often it's more organized than it actually is because a lot of things are tacit knowledge, um, things just get done. We don't always know who does what until person leaves that did it. Um, so it's things like that really. It's sometimes just having some order with some scope for creativity, innovation, all those sort of things. But for me, it's not one person, it's not one thing.Sharon Kennedy [00:14:42]:You know, there's some brilliant names I could drop. I mean, Rory Sutherland, I think, is just fabulous. Whenever you— you know, the opposite of a great idea is another great idea. You know, I think that, like, you just go around an eternal loop on that phrase alone. You know, it just proves that there's never one right or wrong way of doing anything. There's many, many ways of doing it. Um, you know, Simon Sinek, you know, he had big influence on me many years ago. Um, Dan Pink, you know, um, I think— trying to think of one of the other big readers, and I can't think of his name now, one of the authors on marketing.Sharon Kennedy [00:15:11]:Um, his name's gone for me, but, um, it might come back in a minute. But loads of people have really inspired me with what they've known, what they've seen, what they've realized. And, and I think really what really inspires me is human behavior. So everybody inspires me because I get to see how they think, how they work, how they manage things, how they overcome things, and how they do things differently. Because it's doing the different things that allow you then to do things differently, which I know might sound really obvious, but, you know, other people being brave enough to do things differently allows you to recognize that there isn't a right or wrong. And so therefore, people can't really judge you for your approach because it's just how you think and what you're prepared to try. Um, and sometimes happy accidents come out of that, and other times— I think Rory Southern gives an example of a, of a, of a about a bench, you know, that when people sadly pass and people put a memorial bench there. And I'm not going to do his talk justice, but I recommend everyone watches it.Sharon Kennedy [00:16:05]:And he talks about, you know, where you do need a bench, there's never any— a bench, you know, nobody ever sat there for a bench to then be put there, you know, or, or things like that. But anyway, you know, I'm not— so I'm not doing him justice, but, you know, he does, uh, he thinks of some things in a very, um, creative way. And I think it's that creativity that allows us to, to do things in a better way. Sometimes like brilliance, and sometimes it's a learning that we grow from, like in an invention, you know.Stuart Webb [00:16:34]:That's brilliant. Um, Sharon, I, I guess, I guess I'm left with only one question, uh, and it's the question that, that, that I often, I often ask in this, which is what is the question that I should have asked that I haven't yet, that, that sort of killer question that brings it all together, which gives us a neat way of sort of, you know, trying to encapsulate all this. And, and I can't think of what that question is, so I guess I have to rely upon you to think about that question. So what's that, what's that killer question? What's that question I should have asked you which I haven't yet? Um, and obviously once you've asked, uh, once you've asked the question, you better answer it for us because I don't know the answer.Sharon Kennedy [00:17:12]:Well, I think we've, we've covered a lot of it already, really, but I suppose the question was, was You know, how do you know when an organization lacks coherence? And I suppose as a, a leader or a manager in it yourself, it's going to be when, you know, some of what I've said before, you know, when that issue just keeps coming back up, it's still not resolved, or the accountability for making it resolved and solved, it just— it doesn't, doesn't land. That person doesn't own it, or that team or department or whoever it is, supplier, whatever it might be, because obviously there's multi-parts of a business running well and growing. Um, it just could be a repetitive issue that you think has got fixed and then it's back again. Um, and, and if people are compensating, I think that's the real deep pit, isn't it? Some things actually work, but not through or without a lot of effort or a lot of being pulled out of shape and, and stress. Um, a burnout, you know, or— I mean, yeah, one of the big dashboard KPIs that most businesses always look at is absenteeism. You know, sickness, uh, you know, turnover. All those— the stats are always normal ones to look at. But I suppose really it's about tenure and productivity for me, you know.Sharon Kennedy [00:18:22]:Are people staying because you're a good employer and it's all working relatively well, i.e., that it's in congruence for them as an individual working for your business? And as a, as a company, are you in coherence with how you should be and could be operating?, so that those KPIs, you know, are actually in a good balance. It's never going to be a perfect world, but, but if you keep having to revisit the same stuff, something's not working. And I suppose it, you know, and I'm making that sound really simple because of course all those individuals are trying to resolve it, but there's, there's obviously got to be a different way to attack it because maybe like with a lot of business development, when a client comes to you and says, this is our problem, it's normally something else that's actually the problem, not what they think it is. And that's because often they just don't get the time or the luxury to be able to sit back and actually look at things with fresh perspectives and, and ask different questions.Stuart Webb [00:19:22]:Yeah, uh, Sharon, uh, yeah, great perspective. Uh, thank you so much for causing us to just stop for a moment and think about some of those things. And, uh, I encourage you, uh, listening, uh, listening to the recording, uh, drop into the comments below this your questions to Sharon. She will, she will be able to get back to you and answer them because I think that's important that you get questions like this answered. Um, and for me, I just have one tiny little ask, and that is, um, if you've enjoyed this, even if you haven't, um, excuse me, uh, please go to www.systemize.me.Sharon Kennedy [00:20:04]:That's s-y-s-t-e-m-i-s-e.me/subscribe.Stuart Webb [00:20:09]:There's a simple form there that just gives you, uh, asks you for your name, uh, your email address, and that means you can get onto the mailing list where I send out information about who's coming up in this week's podcast recording. And you can get it then, and, uh, you also get the copy of the recording when it comes out. So Sharon, excuse me again. Thank you so much. Thank you for just spending a few minutes with us. Now, uh, we've had— we would appear the people are now leaving the live, uh, live recording, so they have had their questions answered, which is important. Thank you so much for spending a few minutes with us. I look forward to, uh, to, to seeing you answer those questions that come in on the chat below the, the podcast.Stuart Webb [00:20:53]:So thank you for spending some time with us.Sharon Kennedy [00:20:55]:Thanks for having me, Stuart. I really enjoyed it. Get full access to It's Not Rocket Science! at thecompleteapproach.substack.com/subscribe

Shortly after BW Chairman Bob Chapman passing in March 2026, it was announced that Pat Berges had been named CEO and Managing Partner of Chapman & Co. Leadership Institute. Chapman & Co. was founded by Bob to bring Truly Human Leadership to organizations around the world, improving their leadership, culture and performance.  Pat was a longtime friend and colleague of Bob's, bringing more than 25 years of global leadership experience to Chapman & Co. He shares the convictions that drove Bob's legacy. Pat is the founder of H3 Leadership, now part of Chapman & Co., and has held senior leadership roles at Covidien and Medtronic. He previously served as executive director of The Curve Initiative, a nonprofit founded by bestselling author Simon Sinek, and has led large-scale leadership development and culture transformation efforts across more than 100 countries. On this episode of the Truly Human Leadership Podcast, Pat talks about his friendship with Bob and how his mentorship was inspiring and challenging. Pat talks about his leadership journey, the future of Chapman & Co. and why their work is more important now than ever.  

Leave an Amazon Rating or Review for my New York Times Bestselling book, Make Money Easy! Check out the full episode: https://greatness.lnk.to/1478DM Simon Sinek focuses on redefining self-worth metrics and measuring a fulfilling day. Sinek advocates assessing one's value based on positive impacts on others rather than tangible metrics like bank account numbers. He shares a personal anecdote about the immeasurable impact of his book, highlighting the challenge of quantifying influence. The conversation extends to questioning traditional judgments around ambition and laziness, emphasizing that caring about work and life quality is paramount. Sinek also underscores the importance of setting collaborative boundaries through discussions, ensuring alignment in both professional and personal relationships. Sign up for the Greatness newsletter! TOPICS Simon Sinek, self-worth, finding fulfillment, measuring success, impact over money, redefining ambition, setting boundaries, work-life balance, leadership and purpose, personal values Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, Jen and Pete noodle on the creative process, and how we might build and iterate on our ideas. Specifically, in this episode Jen and Pete talk about: How does Jen think about the creative process? And Pete?  What is the Ship of Theseus? What are some tactics and questions we can use to build and expand on existing ideas and frameworks?   More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

This week Alli and Melisa explore the "3+1" theory from Simon Sinek which says that relationships require three core pillars of compatibility combined with one external factor -- Intellectual Compatibility, Emotional Compatibility, Creative/Sexual Compatibility and the key factor, Circumstances.Learn more about Simon Sinek here. Become a supporter of this podcast: https://www.spreaker.com/podcast/lesbian-chronicles-coming-out-later-in-life--5601514/support.

Get AudioBooks for Free Best Self-improvement Motivation Simon Sinek's Advice Will Leave You Speechless | Success Discover Simon Sinek's powerful insights on leadership, purpose, and personal growth. Learn the mindset needed to achieve lasting success. ⁠We Need Your Love & Support ❤️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 3 Audiobooks Free -

Get AudioBooks for Free Best Self-improvement Motivation Simon Sinek's 5 Rules to Succeed | Life-Changing Advice Discover Simon Sinek's powerful success principles for millennials. Learn how purpose, patience, leadership, and growth lead to lasting success. ⁠We Need Your Love & Support ❤️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 3 Audiobooks Free -

This week, Pete revisits what it's like to be a student, and he and Jen noodle on the mental frameworks this inspires in them. Specifically, in this episode Jen and Pete talk about: What is it like to be new in a learning environment? How might we learn from our peers, and their questions and learnings? How might we more often put ourselves into communities that are growth minded?   More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

Welcome back to another episode of the unSeminary podcast. Today we're joined by Tim Foot, CEO of Slingshot Group. With nearly three decades of ministry and leadership experience having worked with thousands of churches, Tim brings deep insight into one of the most critical drivers of church health: your team. In this conversation, we explore what separates stagnant teams from those that create real momentum and how leaders can shift from survival to remarkable impact. Why teams stall out. // After working with thousands of churches, Tim consistently sees the same patterns: unclear expectations, misaligned priorities, lack of structure, and unspoken tension. Many teams are overly task-driven but underdeveloped relationally. Others don't fully understand how their strengths and weaknesses fit together. The danger of “hero-driven leadership.” // When a church relies too heavily on one standout leader to carry the mission it results in what Tim calls “hero-driven leadership.” While it can produce short-term results, it ultimately leads to burnout, unrealistic expectations, and fragile systems. Leaders often fall into this trap because it feels productive, and even rewarding, to be the one with all the answers. But over time, it limits team development and creates dependency instead of shared ownership. From hero to team. // The future of healthy ministry is team-based leadership. Instead of building ministries around individuals, churches must build systems and cultures where teams thrive together. This requires leaders humbly admitting they don't have all the answers and a willingness to slow down in order to build alignment. When leaders shift from being the “hero” to developing others, they unlock far greater long-term impact. The seven “key signatures” of remarkable teams. // Tim introduces a framework of seven core areas that every healthy team must develop: conviction, message, culture, roles, systems, friction, and risk. These “key signatures” work together like elements in music, providing structure that leads to a strong, unified outcome. Conviction anchors the mission (“why we exist”), while message communicates that mission clearly. Culture shapes how people experience the team, and roles define how individuals contribute. Systems enable growth, friction drives improvement, and risk fuels breakthrough. Why friction is actually healthy. // One of the most counterintuitive ideas Tim shares is that healthy teams need friction. Many leaders try to eliminate tension, assuming harmony equals health. But in reality, the absence of friction often means important issues are being avoided. Healthy friction leads to better ideas, stronger alignment, and greater innovation. The key is ensuring it doesn't become personal. When friction turns relationally destructive, it's unhealthy. But when it stays focused on ideas and outcomes, it becomes a powerful driver of growth. A practical tool for leaders. // To help teams take action, Tim points leaders to a free “team awareness assessment.” This tool helps churches evaluate how they're doing across the seven key signatures, identifying areas of strength and opportunities for growth. It's designed to spark meaningful conversations that lead to real change. A final challenge for leaders. // Tim leaves leaders with a simple but powerful reminder: if your mission matters, your team matters more. Churches often focus heavily on the people they're trying to reach, but neglect the health of the people they're leading alongside. Sustainable, mission-moving ministry requires both. To learn more about Tim's book Reaching for Remarkable: The 7 Key Signatures Behind Every Remarkable Team and take the free team assessment, visit reachingforremarkable.com or explore additional resources at slingshotgroup.org. Thank You for Tuning In! There are a lot of podcasts you could be tuning into today, but you chose unSeminary, and I'm grateful for that. If you enjoyed today's show, please share it by using the social media buttons you see at the left hand side of this page. Also, kindly consider taking the 60-seconds it takes to leave an honest review and rating for the podcast on iTunes, they're extremely helpful when it comes to the ranking of the show and you can bet that I read every single one of them personally! Thank You to This Episode’s Sponsor: TouchPoint As your church reaches more people, one of the biggest challenges is making sure no one slips through the cracks along the way.TouchPoint Church Management Software is an all-in-one ecosystem built for churches that want to elevate discipleship by providing clear data, strong engagement tools, and dependable workflows that scale as you grow. TouchPoint is trusted by some of the fastest-growing and largest churches in the country because it helps teams stay aligned, understand who they're reaching, and make confident ministry decisions week after week. If you've been wondering whether your current system can carry your next season of growth, it may be time to explore what TouchPoint can do for you. You can evaluate TouchPoint during a free, no-pressure one-hour demo at TouchPointSoftware.com/demo. Episode Transcript Rich Birch — Hey friends, welcome to the unSeminary podcast. So glad that you have decided to tune in. Listen, listen, listen, pull in close because today’s conversation, I don’t even know your church, but I know that a large portion of your budget is being spent on the thing we talk about. In fact, lots of churches, it’s like half of their budget. And it’s an even larger portion of the outcome of your ministry. It’s incredibly important what we’re talking about today. And so you do not want to miss this. Rich Birch — And we’ve got an expert that has worked with not tens of, not hundreds of, but literally thousands of of churches like yours and wants to help you take steps forward. Excited to have Tim Foot with us. He has nearly 30 years of experience, which I’m not sure how that’s possible, such a young man, as a leader, pastor, coach, speaker, musician in both Australia and North America, bringing a diverse background to his role as the CEO and president of Slingshot Group. If you’re not aware of who Slingshot Group is, they take the guesswork out of nonprofit and church staffing. He’s recently written a book that I’m excited for you to learn more about. But Tim, welcome to the show. So glad you’re here.Tim Foot — Rich, it is so glad, it’s so great to be on with you today. I’m excited about this conversation.Rich Birch — So good. I'm I’m excited for it too. Why don’t you kind of give us a bit of the Tim Foot background? Tell us a little bit about about you and kind of give us the how do we end up here in this conversation today?Tim Foot — Yeah, it’s interesting. I often say to people, I had no idea that I’d be on the other side of the world to where I started doing what I’m doing. But this is what happens, Rich, when you say, keep saying yes to God.Tim Foot — Born and raised Tasmanian, worked as a musician and in ministry in Sydney for 10 years after moving from Tasmania, then relocated to Boulder County, Colorado in 2002, been here for 25 years now in ministry at a great church called Lifebridge Christian Church. Built ministry there for 10 years and went bivocationally started working with the Slingshot Group when there was a handful of us doing a handful of staffing and coaching work and then things exploded.Tim Foot — And I really, really hit my sweet spot and saw how God had been preparing me for so many years to work with teams, love teams, love the strategy of teams, love working with people, love the fact that placing the right leader on the right team exponentially moves the mission forward and affects culture in all kinds of ways.Rich Birch — So true.Tim Foot — And so I’ve had all kinds of roles in Slingshot over the years, now get to lead our team of amazing consultants around the US serving so many, and beyond, serving so many ministries and teams move mission forward.Rich Birch — Love it. I’m so glad that, yeah, this is going to a good conversation. You know, one of the things I want to take advantage of is the fact you’re really an expert. You know, you’ve worked with, you and Slingshot have worked with thousands of churches and organizations, and you you really get a chance to see churches at an interesting inflection point.Rich Birch — You know, often when we’re hiring a team member, bringing someone in or trying to develop our teams, you know, we’re thinking about the future and we’re, we’re taking a step back. And like you say, I do think it’s a transformative inflection point that you’re involved in. Rich Birch — So you’re sitting across the table from a lot leaders, and maybe even some leaders who their mission is stalling. Like things aren’t maybe going as well as we would hope. Are yeah there any patterns in that you’re seeing, are there things that you see time and time again in churches that might be holding us back?Tim Foot — Yeah, I immediately thought of a common question we’ll ask teams when we’re brought in when it comes to needing a new person on the team or helping coach leaders. We’re often brought in in crisis moments, moments of transition, but they’re also moments of incredible opportunity.Tim Foot — And we’ll often ask the question, hey, do you want a painkiller or do you want a vitamin? And so often the the team is thinking they want the painkiller, they want the pain to go away. They want to solve the problem, they want to fill the seat, or they want to break through whatever it is they’re struggling with. But honestly, deep down, they need to start a regimen of vitamins to help them get to a healthy place to move the mission forward.Tim Foot — We often will see an unawareness that the wrong people are around the table. Or an unawareness that they need other leaders around the table to help them move forward, whether it be vocational paid leaders or volunteers.Tim Foot — We’ll often see misalignment and a lack of focus on the right things. Communication misfires around why the mission actually matters. We’ll often teams see teams that are task-driven at the expense of relationships.Tim Foot — And then an unawareness of strengths and weaknesses and how they complement each other, how they help move you forward or how they hold you back. Other patterns are a lack of structure to support the work. Elephants in the room, taboo topics, fear around failure that leads to lack of innovation. So many different patterns we’ll see and be able to diagnose and say, hey, we need to have conversation around that because I think uncorking that will help you accelerate the mission.Rich Birch — That’s cool. One of the things I love by reputation that I love about Slingshot is I love that you’re asking those bigger questions that it’s not just like, okay, how do we get to let’s just, let’s get the next hire done and move on.Rich Birch — It’s like, you know, you’re, you’re trying to ask those bigger questions and which I, that which I think, you know compliment to you and your organization that you’re trying to. Because we know when we need the painkillers, but really we need to take some good vitamins over an extended period of time to make our things more healthy for sure. Hmm.Tim Foot — You know, Rich, when we jumped into staffing work almost 20 years ago now, we had to educate the church on the need to have outside advice around staffing. But it was a lot of art and not as much science.Tim Foot — And now we’ve developed so much science around the art with with things like our candidate match tool. When you’re looking for a leader, you have to align around what you actually want in that new leader. So many teams will say, hey, we need this, this, this, this, this, this. And in the end, they’re looking for a purple unicorn. And that’s not going to help.Rich Birch — Right.Tim Foot — And we’ll talk about that as we get deeper in the conversation.Rich Birch — Right. Yes.Tim Foot — But Rich, last time I looked, unicorns are still mythical creatures. Rich Birch — True. Tim Foot — And so working working out what you actually need… Rich Birch — Right. Tim Foot — …and getting an awareness around alignment with who’s around the table may actually change your idea of what you’re looking for. Alignment is so important in getting an awareness of what our strengths and weaknesses are. Are we focused on the right thing? And are we actually moving the mission forward right now or is it stalled out?Rich Birch — Yeah, yeah, that’s good. One of your consultants, that remember once I was in a conversation about that very issue and and you know we had really lofty goals for what we were trying to hire. And and they they walked us through that conversation where it was like, okay, well, let’s let’s think about how many of these people are actually out there.Rich Birch — So and you list off hat half a dozen things that we were looking for and you cut back and you think, well, how many people actually work in the church? How many people have worked as long as we want to work and have had experience that we did and have done the stuff that we want to do?Rich Birch — And you literally get down to like, Well, there might be three people, you know, like, you know, and so anyways, that’s, that’s, that’s so true.Tim Foot — And actually… Rich Birch — You… Yeah, go ahead.Tim Foot — …that’s what we’ll often say. There are maybe three to five people when you have all of these filters in place, they can actually fill this role.Rich Birch — That’s true.Tim Foot — And that’s why you need to focus on ministry and you need to let us focus on finding those people.Rich Birch — Yeah, that’s good. Yeah, that’s good. That’s great. And yeah, and if there’s three to five and one of them is Jesus, the other is the Holy Spirit. So it’s like, you know, you’re down to just a very few. You… Tim Foot — And Rich, let’s not talk about why many, many teams wouldn’t hire Jesus these days.Rich Birch — Yeah, yeah. That’s a whole other topic. that’s That’s great. Now, you’ve said something once that caught my attention, and it’s in my head has been branded to you. And it’s that most of us were trained on a model, a leadership model that nobody named out loud, that everyone, that we’ve all absorbed.Rich Birch — What is that model? You know, what it look like? And I know when you named this, I started seeing this everywhere I looked. I was like, oh, wow, I can see this in multiple different places in myself and in our organization. What what is this model?Tim Foot — Yeah, I mean, the the model we see is hero-driven leadership. It’s when we rely too much on individuals to actually carry the mission. And I think the cracks have happened.Tim Foot — I mean, we’ve seen it, Rich, you and I are similar ages. I think the cracks are happening generationally. The builders and boomers were wired differently for a different time and culture. And us Gen Xers, we can code switch. I mean, we we see we see that happening all the time. And as we stepped into leadership, the cracks started to appear.Tim Foot — I mean, we see it every week. Another leader burning out, doing stupid things because of too much pressure. Then millennials and Gen Z are now leading in a new way that we need to embrace.Tim Foot — And so I think we’re seeing those cracks around that hero dependence, and we’re starting to see the need more than ever to have a team awareness, a holistic approach, or we’re just going to have leaders continue to burn out.Tim Foot — And we sit we see it around unrealistic hiring expectations, a lack of support for great leaders when they’re hired, a lack of development.Tim Foot — Hero dependence is a terrible staffing and growth strategy and becomes a massive trap when it comes to a number of the key focus areas or patterns we’ve seen that healthy teams focus on and move mission forward.Rich Birch — Yeah. See, this is the thing when you, I heard you say that once and it, it literally, I sat up and I was like, oh man, I’ve seen that in my own, you know, my own hiring. I’ve seen that in the way I’ve talked with, you know, I see the leaders around me. You see these people who they’ve kind of built the entire ministry around themselves and they’ve built, it’s like, it doesn’t work if they don’t, it’s like, they’re such a unique individual. They have to lift it all. Rich Birch — But what makes that model so sticky? Like, why do we keep coming back to that? Why? Even if we know like intellectually in our heads, yeah, that’s not a good idea. It feels like we just keep coming back to this same thing time. In fact, we actually reward it. We’ll be like, wow, isn’t that great? This person’s amazing. And we just kind of keep moving on. Why is that?Tim Foot — It’s the shiny object trap. I mean, that that the the shiny object, aka the the talented leader that we think is going to catapult the ministry. Often we see it in in hiring conversations when a particular organization wants to go after somebody that’s been in at a much bigger organization than them. And often that person, if if they can attract them, will come in with a playbook that isn’t uniquely suited to the organization they’re stepping into. Or there aren’t systems to support that new leader and the growth that’s going to happen. And burnout happens at every level. But but we both know, Rich, busy work makes us feel productive. But is it the right work?Rich Birch — That’s so true.Tim Foot — And and we know that we can be ourselves the shiny object. We we want to it feels good to be the hero. It feels good to be the one that’s solving problems. Rich Birch — Sure.Tim Foot — It feels good to be the one that has all the answers. Rich Birch — Right.Tim Foot — And I think that’s one of the biggest threats in healthy leadership today is feeling like you have to have all the answers. Because I think one of the most powerful statements from healthy leaders and healthy teams is, hey, we don’t know what to do next. Because it actually opens up the room for new thought. It opens up the room for collaboration. And it opens up the room for teamwork. Tim Foot — But it’s easier to move quick. It’s easier to move quick and be surrounded by people who agree and play it safe.Rich Birch — So true.Tim Foot — And then down the road, we realized that we weren’t growing in every sense of that word. And the mission was stalled out. We know we often have to slow down, re-strategize, look at who’s around the table, work out how we work together to move faster in the long term. We have to be vulnerable to make a team work. And sometimes it requires us to actually help others win than focus on heroes. Tim Foot — I mean, you think about a winning sports team. It’s not about just one person out there doing all the work. We’ve got to work together as a team. You know, it’s it’s it’s how do we work together and have had have less dependence on that shiny object, those standout leaders or those heroes?Rich Birch — Yeah, that’s good. I love that. I remember years ago, we had a coach come in and as a lead team, and this basically spent a week with us and then, you know, try to help us get better in our leading of our people. And I remember at the end of the week, the leader who we brought in said you answer way too many questions. And I was like what do you mean by that? They’re like, you need to ask more questions and you answer. You’re you’re putting yourself way too much in the middle of all of this and you’re not letting…And I was like, oh that’s a good insight. You know, we’re not raising up other people we’re trying to uh you know make it all about us rather than about our teams. Well, I’d love to talk about your book.Rich Birch — So the title is Reaching for Remarkable: The Seven key signatures behind every Remarkable Team. Let’s start with the word Remarkable. You literally have it twice in your title and subtitle. Why Remarkable? And how does that relate to hero? Because I was like, isn’t that the same thing? Like, isn’t it couldn’t this be reaching for the heroic? So unpack that.Tim Foot — I love that word remarkable. And it’s always been our mission at Slingshot. We build remarkable teams through staffing and coaching because your mission needs a remarkable team to move it forward. Tim Foot — Jesus left us with the most remarkable mission. And but it wasn’t enough. He needed a team to move it forward. And if Jesus needed a team to move it forward, we need to move it forward as a team.Rich Birch — Right.Tim Foot — And so we’ve all got these unique expressions of that remarkable mission. But if that mission matters, your team matters more. Rich Birch — That’s good.Tim Foot — And so when it comes to Remarkable, it’s about the mission. It all comes back to the mission. And we never fully arrive, Rich. We’re always reaching.Rich Birch — That’s good.Tim Foot — We’ve always got to be focusing on the right things, doing the deep work of of of reimagining, reinventing, and re-moving forward to reach for remarkable momentum when it comes to our mission. But we’ve got to focus on the team and the right the right areas to move that mission forward.Rich Birch — Yeah, that’s good. So you actually talk about these, there’s these seven key signatures. Can you take a little bit of time and just unpack those? We won’t be able to get into all of them, but kind of talk us through how does it hang together as kind of a big idea?Tim Foot — Well, give you a little bit of context behind why they’re key signatures. You mentioned it in the intro, in a former life, I was a working musician and I would do solo gigs. It was my tentmaking job to do ministry back in Australia. Rich Birch — Right.Tim Foot — I would work three to five nights a week as a musician. And I always had way more fun working with other musicians in a team setting, because ah a band is essentially a team. And my best experiences, Rich, was when I was on stage with other musicians who were often better than me, but I was leading the band. We all lifted each other. And to achieve remarkable results, there was structure to it.Tim Foot — I mean, you know, there’s structure to music. There’s harmony and there’s rhythm and there’s key signatures. There’s tracks to run on that allow us to have a remarkable output. Rich Birch — That’s good.Tim Foot — And so as I move from that world into team strategy world, team specialist world, building teams world, I realized, hey, there are also tracks to run on as a team to reach for health and reach for remarkable, a remarkable output and remarkable momentum. And so that’s where we came up with these seven key focus areas that we call the seven key signatures behind every remarkable team.Tim Foot — And they’re a pathway, they work together. And I’ll run through them quickly. And then we can unpack what you what you want to unpack with the time that we have left, Rich.Tim Foot — But though, and they’re simple. I mean, these are patterns that I’ve observed over the last 16 years staffing teams, but the last 30 years growing in teams, learning from teams, leading teams. I mean, you and I both grew up in in church, Rich, and I learned a lot of of leadership lessons from being a volunteer on teams in in in my late teens and and early 20s, so much.Rich Birch — Yes, 100%.Tim Foot — But these patterns, this pattern or these key signatures start with number one, conviction. Conviction, which is a shared sense of why you exist and what you’re called to do. It’s the why behind the what. It’s the Simon Sinek. People buy why you do, not what you do. So that’s number one is conviction. Tim Foot — Number two is a message, a compelling and consistent way of communicating what matters most because, Rich, everything communicates. What’s the story our leadership is communicating? What we say, what we don’t say, our actions, our systems and processes. What story is it communicating? That’s number two. Tim Foot — Number three is culture, the values and behaviors that shape the soul of our team. How are people experiencing your ministry organization or your team?Tim Foot — Number four is roles, unique contributions for remarkable impact. Roles that clarify how we work together. Tim Foot — Number five is systems, which is scalable design for remarkable growth. Systems scale our mission. Tim Foot — Number six is friction because healthy friction moves the mission forward. How do we embrace healthy friction for growth? Tim Foot — And then the last one, number seven, and these all build on each other, is risk, which is bold moves that drive remarkable outcomes, initiatives that lead to breakthrough, strategic risk, not blind gamble. So those are the seven.Rich Birch — Love it. And you know friends, i I do think I would highly recommend that you pick up copies of this book. To me, when I when I saw this, to me, this feels like the kind of book that we should read together as a leadership team. Like, hey, let’s pull this together. You know maybe you’re looking for a fall thing to do with your leadership team. This would be a great book for you to pick up and go together. Rich Birch — There’s a couple I would love to tease out a little bit. I’d love you to pull out for us. Help us understand. You differentiate between conviction and message, two different things. I think lots of times we might collapse those into one. Why are they two separate? Help us understand the difference between those two.Tim Foot — Absolutely. Conviction, again, is why we do what we do. Without shared conviction, you won’t move the mission forward. There won’t be a reason behind initiatives. They’ll fall flat. Rich Birch — Right.Tim Foot — There won’t be a reason behind the message you’re communicating. That’s why they’re different. So conviction is what keeps us in on the days we want to quit.Tim Foot — I mean, think about the early church in Acts 4. It’s a great, best example of conviction. Peter declaring in Acts 4:20, we cannot help but speak about what we’ve seen and heard. They didn’t just believe. They acted. It drove every decision.Tim Foot — If the disciples were just compliant, when Jesus ascended, they would have scattered. But because they were convicted, they ah nearly all of them gave their very lives for the mission. Conviction is our North Star. It’s It’s like calling. it’s It’s what keeps you the days, keeps you in it, the days you want to quit. And Rich, we know there’s going to be plenty of days you to quit. Tim Foot — Message, however, is is the story we’re communicating. It’s how we hire, fire, onboard, develop. It’s how we communicate our conviction and our overall mission. And in the book, we list a bunch of traps for each of these seven key signatures. And we can chat about some of the most common traps. But a common trap for for message is assumption. Rich Birch — It’s good.Tim Foot — We assume people understand and care like we understand and care. Rich Birch — Right.Tim Foot — And we don’t ask enough questions. I mean, it’s why Jesus’ ministry was full of questions, Rich. Rich Birch — Right. Right.Tim Foot — Because he was he was cementing conviction. I mean, Jesus asked the best questions and rarely gave the answers. He lived the answers and he teased the answers out because that’s what led to conviction. That’s why they build upon each other. Tim Foot — You can’t have a story without conviction. You can’t have a message without conviction. And you can’t have a healthy message unless you are asking the right questions to make sure people are hearing and understanding it. Tim Foot — Did you like like did you understand what I just communicated? What did you just hear that I that I said?Rich Birch — Right.Tim Foot — Why why are why are you so convicted to by our mission?Rich Birch — Yeah.Tim Foot — Why are you committed to it? So many great questions.Rich Birch — Yeah, it’s good.Tim Foot — The book is full of questions too. I’m a I’m a serial question asker. They used to call me “Quiz” when I was a teenager because I asked so many questions.Rich Birch — Yeah.Tim Foot — And it wasn’t until later that a mentor and co-founder of Slingshot, Stan Endicott—I think you know him, Rich—that he he convinced me that my proclivity for asking so many questions was actually a spiritual gift and not a special need.Rich Birch — Yeah. Tim Foot — Because questions, questions move conversations forward.Rich Birch — Yeah. Yep. Yeah, it’s true. It’s so good. And yeah, as I’ve shifted into full-time coaching, I have found, yeah, like that the the skill of asking a good question, it’s like, you know, I think the best moments I have with the people I’m working with are when we’re, I’m asking questions and they’re discovering, they’re tripping on to their own answers that maybe are a little different even than I would have. But just asking good questions, super important.Rich Birch — Okay. Another one that stood out to me of the, and again, friends, you’re going read all this. Obviously we can’t cover this in just, you know, half an hour conversation. But talk to me about friction, healthy friction. Tim Foot — Yeah. Rich Birch — So I literally have said as an executive pastor, my job was to remove friction from the organization. And so when you say, oh, you lots of us are trying to remove it. I was like, ouch, that’s me.Rich Birch — Because I think that’s, ah you know, I would I want to find places where we’re stuck and say, how do we get those unstuck and push this thing forward? So talk to me about why I’m wrong about friction.Tim Foot — I was there too, Rich. I was absolutely there. But when I get to number six, when we’re speaking on this or teaching on this, I will often say, hey number six is a wait, what? Tim Foot — I thought this was the sign of an unhealthy team. I used to think that. I used to think that the harmonious teams were the healthy ones, that when I walked into a context where there was all harmony with the team, that it was there was healthy, the absence of friction was healthy. But it’s not. It’s a sign of unhealth. Tim Foot — And I’m talking, there’s two kinds of friction, healthy and unhealthy. I’m talking about healthy friction. I mean, you think about a car and how the rubber meets the road, causes friction, moves the car forward. If you don’t have friction in your team, your mission isn’t going on anywhere.Tim Foot — It’s interesting, Zippia workplace survey found out that 76% of employees in the workplace avoid conflict, which is a real problem because healthy friction sharpens and aims teams, while avoiding conflict leads to complacency and stagnation.Tim Foot — Teams where members are passionately embracing friction will not only push through and forward to great results, they’ll attract and retain, which is really important, they’re going attract and retain top leaders. It’s where the mission truly comes alive and evolves to all it can be. Good leaders, rich, know to allow it. They know not to control it, but closely monitor it.Tim Foot — We get to decide if the tension or friction we allow is healthy or unhealthy. We call this the loaded gun of the seven key signatures, because when this gun goes off, it either breaks through a door or a wall that you needed to break through, or somebody gets hurt. And good leaders know how to monitor that and help it break through and not damage other leaders.Rich Birch — Yeah, let’s double click on that. Help me understand. So yeah, I’m going with you. I can see what you’re saying. You know, healthy friction, you know, unhealthy friction, good friction, bad friction. So give me an example. Rich Birch — You walk into it, you’re working with a ah church and there’s some telltale signs of, friction that’s that’s negative, that’s actually pulling the organization back, that’s that could be potentially hurting, or maybe has gone too far, or what’s, I’m not sure the best way to say that. Versus, hey, no, here’s some here’s some good friction that’s actually some good heat here that’s pushing the tires forward. Help us, what does that look like?Tim Foot — When when it becomes personal, Rich, that’s always the way you know it’s trending towards unhealthy. We’ll get to it in a minute, but we’ve got a team assessment on our website now around these seven key signatures, and we talk about unhealthy, inconsistent, functional, remarkable.Tim Foot — Most most teams live in that functional space. If you’re below unhealthy, it’s trending toxic, and that’s when you need ah that’s when you need the 4Sight group and Jenni Catron to come I mean, do some some deep, deep culture work. Rich Birch — Right.Tim Foot — I’m all about our ecosystem. I know you are too, Rich. It’s like when you need the deeper work, then you need the specialist. Rich Birch — Sure, sure.Tim Foot — But right now you’ve got the general practitioner. Rich Birch — Yeah, yeah, yeah.Tim Foot — But but when it gets when it gets personal, you know that that’s unhealthy friction. Rich Birch — That’s good. Right.Tim Foot — And let’s go back to um the the harmony piece. Because that’s one of the traps when it comes to friction. it’s It’s the harmony trap. And it’s like it’s you wanting there to be you know violins and and and and birds singing and for everybody to be loving each other. That’s also a sign that there is unhealthy friction. Rich Birch — Right. Tim Foot — Because there’s things lurking that have been pushed down below the surface that are going to come out sideways that if you had just dealt with it straight away, it actually could have become momentum for your mission. It’s the unspoken influences trap. it’s the It’s the elephants in the room.Rich Birch — Right.Tim Foot — It’s what everybody’s thinking about, but nobody’s talking about. That’s going to that that’s gonna be insidious and it’s going to chip away at the health of your team. Rich Birch — Yeah, that’s good.Tim Foot — And it’s gonna become unhealthy friction. And so that’s a great question to ask. And that’s in the book too. What’s every thinking about, nobody’s talking about? Because that’s what we need to engage.Tim Foot — Now, if we think that’s going to lead to unhealthy friction, let’s have the the conversations outside of the meeting. So that when we get to the conversations inside of the meeting, we can engage this as healthy friction that will actually address the topic and will move us forward rather than becoming personal and eroding relationships.Rich Birch — That’s good. Yeah, that question, what’s everybody thinking about that nobody’s talking about? That’s powerful. And I can see, yeah, that even even the organizations I’ve led, you can see where there’s seasons where we try to push away that friction. nd that can be just super negative. And it’s like this, we’re all just in la-la land. We’re all just, you know, can see that for sure. Tim Foot —Yeah.Rich Birch — So you wrote this book, you put this resource together. help me understand how you’re hoping it will help our, our churches. You know, I’m picture, I’m a church of a thousand people. Maybe I’m the executive pastor. I’ve got a team of 12 to 15 people on my team. And how how could, how could this be a helpful resource for us?Tim Foot — Well, this I believe this is the most important work we need to be doing, Rich, because if your mission matters, your team matters more. So often we get so focused on the people we’re serving that we forget the people we’re serving with.Tim Foot — And if we’re stalling out mission, mission-wise, then we’re not moving forward. And that’s not and we’re not being obedient to God’s call. And so what I’m hoping is, I mean, personally, our kingdom first principle at Slingshot is to leave teams better than than the way we found them. And the last thing we want to do is place great leaders on unhealthy teams.Tim Foot — So what we’re hoping is that teams are going to focus around these seven alignment areas and start to move mission forward, attract great leaders, retain great leaders. When we place, I mean, I you and I have both had healthy long-term ministries at churches, and it is a massive blessing when you, if God wills it, and you stay somewhere long term. I want other people to experience that. And that happens when the right leaders are placed on the right team.Tim Foot — So what I’m hoping churches do is they take our team awareness assessment on on our website, reachingforremarkable.com, which is attached to slingshotgroup.org. And they get a sense of, okay, where what where might we need attention in these seven key areas? Rich Birch — Yeah, it’s good.Tim Foot — Because it heat maps, it gives you percentages, you can take it as a team. And then to start the real important conversations.Tim Foot — I mean, I’ve been in rooms with this work, Rich, where you start to see teams have conversation around alignment and and teams that were that were stale or leaders that were burnt out start to get a glimmer of hope. Rich Birch — Yeah. That’s good.Tim Foot — That, oh, if we start to have these conversations around these areas, if we walk this pathway, if we focus in these areas where we’re struggling right now, we’re going to start to see results.Tim Foot — I mean, I even think about the key signature of systems. You know, it’s systems that scale remarkable growth. If we’re not building systems to to accommodate the growth that we keep praying for, God’s not going to bring the increase. Rich Birch — Yeah, it’s true. Tim Foot — Because God isn’t going to bring growth if it’s going to hurt us. We have to be building the right kind of systems to support our teams and leaders so that the growth can come. It’s a stewardship issue. Rich Birch — Yes, yep.Tim Foot — So what I’m hoping happens in churches all over the place is that they start to focus on these key signatures and see mission momentum results that moves them forward as an organization.Rich Birch — Yeah, that’s so good. Why don’t you tell us, you’ve mentioned it, but tell us a little bit more about the team awareness assessment. Give us like a bit of a, you know, you’ve kind of given us an overview there. Give us a little bit more why we should take that test and give us that URL again that we can send people to.Tim Foot — It’s reachingforremarkable.com and it’s it’s literally 10 minutes or less. Rich Birch — Right.Tim Foot — And it’s free as a leader. You can jump in and take it or you can sign up and and take it as a team. And it gives you obviously the team percentage on each of these key signatures. but also your own results. And when we’ve worked with real high-performing teams, it’s fascinating to watch these great leaders compare their individual percentage on each of these key signatures with their entire team and just to see alignment start to happen and the right conversations to happen.Tim Foot — Because we want to be able to focus in on where alignment is needed most. It may be real simple, Rich. Most teams live in that functional space. Rich Birch — Sure. Tim Foot — Functional’s fine.Rich Birch — Yeah.Tim Foot — But it’s not going to get remarkable results. Rich Birch — Yeah.Tim Foot — And our mission is too important. We have to focus on team alignment to move it forward.Rich Birch — Yeah. It’s so good. Yeah. I was talking to a a leader recently of a very large church and they were saying, you know, I just feel like, I feel like we got a go Pro. And what he was saying is exactly what you’re saying is like, Hey, we we’re we’re fine. We’re functioning.Tim Foot — Right. Right.Rich Birch — But man, we want to go remarkable. We want to go from just just because we can do this thing week in, week out in their case, have thousands of people show up, tens of thousands of people show up. But it’s like, that’s not enough. We got it. But the mission’s too important. We’re trying to reach people. How do we go remarkable? Which to me, I think picking up a copies of these books as a team would be a great first step. Rich Birch — Where do people, where can people pick this up? Where can they get your book if they’re looking for that? I’m assuming Amazon, but is there anywhere else we want to send them?Tim Foot — No, Amazon’s a place to go. Rich Birch — Yeah, that is the bookseller apparently.Tim Foot — I mean, it’s we know these days where wherever where everybody’s going, Amazon’s the way. And I would just add to Rich that as a leader, you want to know. This is information you want to have.Rich Birch — Yes.Tim Foot — We’ve talked so much about self-awareness. And if we’re in leadership, we need to show up to our team self-awareness. So many profiles. Rich Birch — Yep.Tim Foot — We don’t talk enough about team awareness. You need to know as a leader if you’re moving your mission forward or where you might be stalling out because it’s too important. And these seven things, as I said earlier, Rich, they’re not they’re not rocket science. Tim Foot — I mean, I like to I like to couch it this way: Conviction shapes the heart. Message shapes the voice. Culture shapes the atmosphere. Role shape contribution. Systems shape sustainability. Friction shapes growth. Risk shapes the future. And that’s why I hope you’ll dig into this with us. Rich Birch — Love it. Tim Foot — Because we want to see the kingdom move forward and we want to see churches full of healthy teams that not only great leaders want to come and be part of, great volunteers want to be a part of and help move this forward.Rich Birch — That’s so good. Well, I think that’s a great place to end it. I was like, man, that’s, I’m like, I want to preach. Amen, brother. That’s fantastic. If people were, so we’ll send them to Amazon. We’ll put a link in the show notes for that. If people want to track with you or with Slingshot, where do we want to send them online to connect as well?Tim Foot — Slingshotgroup.org is our company website. And there’s a bunch of great stories there. There’s places that you can engage. We would love you to be in our ecosystem. And yeah, you can jump over there to reachingforremarkable.com. And we would love to come alongside you and help you continue to move forward in the unique ways that God has called you to.Rich Birch — Well, Tim, it’s great to see you. Tim Foot — You too.Rich Birch — We were just remarking before, we had dinner together there a couple months ago. That was fun, but it was fun to put the recording on today and connect a little bit. Appreciate you, brother. Thanks so much for being here today.Tim Foot — Thanks for having me, Rich.

Energized from her coaching retreat, Jen shares with Pete five learnings from the three-day discourse between herself, the coaches, and their clients. Specifically, in this episode, the learnings that Jen and Pete talk about are: Know what hat you, as the coach, are wearing. Know what hat they, as the client, are wearing. Say less. Sort your thoughts into objective and subjective, before you say them out loud. Doing is much more powerful than talking about doing. More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

Episode 399 reviews Phase 2 of Season 15 and introduces the Motivation Loop — the sequence of meaning, belief, attention, action, reward, and recovery that drives sustained effort. The episode explains common loop breakers (loss of meaning, negative thoughts, distracted attention, too much challenge, poor recovery, and no visible progress) and how to diagnose which link is failing. Practical takeaway: identify your gap, reconnect purpose, protect attention, celebrate small wins, and balance challenge with recovery to keep motivation alive. In This Episode 399, We Will Cover: ✅ The Motivation Loop — what it is, why it matters, and how it influences behavior, focus, effort, and achievement. ✅ What Keeps the Loop Alive — the role of meaning, belief, attention, action, reward, recovery, and growth. ✅ What Breaks the Loop — how loss of meaning, negative thoughts, distraction, lack of progress, poor recovery, and burnout weaken motivation. ✅ The Neuroscience of Motivation — why the brain repeats what it rewards and how dopamine reinforces behavior. ✅ The Difference Between Challenge and Burnout — finding the sweet spot where effort creates growth instead of exhaustion. ✅ My Personal Motivation Loop Story — how I watched my own loop begin to break in real time while pushing too hard with hiking and what I learned from it. ✅ How to Repair a Broken Loop — practical strategies to restore motivation before burnout takes hold. ✅ The Anterior Mid-Cingulate Cortex (AMCC) — the brain region associated with persistence, self-regulation, resilience, and doing hard things. ✅ Why Doing Hard Things Grows the Brain — how meaningful challenges strengthen the neural circuits responsible for sustained effort. ✅ Finding Your Gap — using our Brain's Operating System framework to identify where your system may be out of alignment. ✅ The Biggest Lessons from Phase 2: Neurochemistry & Motivation — insights from Bob Proctor, Dr. Caroline Leaf, Dr. John Medina, Dr. Anna Lembke, Dr. Chuck Hillman, and Friederike Fabritius. ✅ What's Next — a preview of Episodes 400 and 401 on Leadership and Trust, and our transition into Phase 3: Movement, Learning & Cognition. Key Question of the Episode "When motivation begins to disappear, have we lost our drive—or is there simply a broken link in the loop?" Aha Moment The goal isn't to push harder. The goal is to identify the broken link, repair it, and keep the loop alive. EP 399: The Motivation Loop: What Keeps It Going—and What Breaks It? Welcome back to the Neuroscience Meets Social and Emotional Learning Podcast. This week, we're wrapping up Phase 2: Neurochemistry and Motivation. Over the past several months, we've explored some of the most important drivers of human behavior, attention, effort, learning, and performance. Through the work of Bob Proctor, Dr. Caroline Leaf, John Medina, Dr. Anna Lembke, Chuck Hillman, and Friederike Fabritius, we've been focused on one fundamental question: What drives sustained effort and forward movement? Today, I want to zoom out and connect everything we've learned into one simple framework: The Motivation Loop. More importantly, we'll look at: What keeps the loop going What causes it to break How we can strengthen it over time And why doing hard things may actually help grow parts of our brain responsible for persistence and self-regulation. The Brain's Operating System of Human Performance Before we dive into the Motivation Loop, let's remember what we've covered so far. One of the biggest insights from neuroscience is that high performance doesn't happen in one part of the brain. It happens through a sequence. Just like a computer has an operating system, our brains have an operating system for learning, achievement, and human performance. Over the past several months, we've been building that system one phase at a time. Phase 1: Regulation & Safety REGULATE The first question we asked was: "Is the nervous system safe enough to learn?" Before motivation... Before focus... Before performance... The brain must first feel regulated. Through guests like Bruce Perry, Kristen Holmes, Antonio Zadra, and Sui Wong, we learned that: Sleep matters Recovery matters Rhythm matters Our Stress levels matter A dysregulated brain struggles to learn. No regulation. No learning. Phase 2: Neurochemistry & Motivation ENGAGE Once the brain is regulated, we move to the next question: "What drives behavior, focus, and sustained effort?" This is the phase we've just completed. We explored: Dopamine Belief Thought patterns Attention Reward Burnout Energy And perhaps the biggest lesson from this phase was: The brain repeats what it rewards. This became the foundation of what I've called: The Motivation Loop: What Keeps the Loop Going? Looking at this graphic, notice the green side first. The healthy loop begins with: Meaning and Purpose When we know why something matters, effort becomes easier to sustain. This was Bob Proctor's message and the message that launched author Simon Sinek's entire career (Knowing Your Why). People can tolerate enormous challenges when the goal is meaningful. Example: Learning a New Skill Imagine someone deciding to learn a new language. At first: Progress is slow. Mistakes are frequent. The work feels uncomfortable. But they have a purpose. Maybe they want to connect on a deeper level with family. Maybe they want to travel. Maybe they want a new career opportunity. Purpose keeps them engaged long enough to continue with the hard work.   Belief Shapes Thought If I believe I can improve, my thoughts become more constructive. This was Dr. Caroline Leaf's work. Our thoughts influence our neurochemistry. Positive thoughts don't guarantee success. But they keep us moving toward it. Attention Drives Growth This was John Medina's contribution. Attention determines what the brain decides matters. The brain learns what we repeatedly focus on. What we attend to, we strengthen. Action Creates Progress Once attention is focused, behavior follows. We study. We practice. We train. We learn. Reward Reinforces Behavior This was Dr. Anna Lembke's work. The reward doesn't have to be huge. Sometimes it's simply noticing progress. The brain says: "That effort produced a result." And the loop continues. Example: Exercise A person begins walking 20 minutes every day. Week 1: No major changes. Week 2: Energy improves. Week 3: Sleep improves. Week 4: Resting heart rate begins dropping. The brain notices progress. The effort feels worthwhile. The loop strengthens. The behavior repeats. We have spent a lot of time on understanding how to keep the loop from breaking. How the Loop Breaks Now let's look at the red side. How the loop breaks. The loop rarely breaks all at once. Usually one link weakens first. Then the others follow. Loop Breaker #1: Loss of Meaning What Happened? A student studies only to pass a test. The test ends. The reason disappears. Motivation disappears. The loop breaks because there is no longer a compelling "why." What Could Have Prevented It? Reconnect to purpose. Instead of: "I have to study for this test." Shift to: "I'm building skills for the future version of myself." Bob Proctor taught us that goals are not just about achievement. They're about growth. Loop Repair Ask: "Why does this matter beyond today?" When meaning returns, motivation returns.   Loop Breaker #2: Negative Thought Patterns What Happened? Someone starts a health journey. After a difficult week they think: "I'm failing." "Nothing is changing." "I'll never get there." Their attention shifts toward evidence of failure. The loop weakens. What Could Have Prevented It? Focus on progress instead of perfection. Dr. Caroline Leaf would remind us that thoughts influence neurochemistry. A better question might be: "What is improving that I haven't noticed yet?" Loop Repair Look for small wins. Better sleep More energy More consistency Better habits Progress fuels dopamine. Dopamine fuels effort.   Loop Breaker #3: Distracted Attention What Happened? You sit down to work. A text arrives. Then email. Then social media. Then another interruption at your office door. Attention becomes fragmented. Learning slows. Progress slows. Reward disappears. What Could Have Prevented It? Protect your attention. John Medina taught us: Attention determines what the brain decides matters. Loop Repair Create: 30-minute focus blocks Phone-free work periods (with notifications turned off) One-task-at-a-time sessions The brain rewards completion. Not multitasking.   Loop Breaker #4: Too Much Challenge What Happened? This one surprises many people. Doing hard things strengthens the brain. But doing impossible things breaks the loop. A person starts: A new diet A new exercise plan A new business A new habit And tries to change everything at once. The challenge becomes overwhelming. What Could Have Prevented It? Start smaller. The AMCC grows when challenges are difficult but achievable. Loop Repair Ask: "What's the smallest difficult thing I can consistently repeat?" Not: "What's the hardest thing I can do today?"   Loop Breaker #5: Poor Recovery/Low Energy   What Happened? This is actually my hiking example that I've mentioned previously. Everything was working. My recovery improved. My WHOOP age improved 6.4 years younger than my actual age. My fitness improved- v02 max increased. Then I increased the challenge. Longer hikes. More strain. More effort. But not enough recovery time in between. I could actually see the reward disappearing in real time. The effort at the end of these longer hikes felt exhausting instead of energizing. I know that doing difficult things makes my brain stronger, but I was close to giving up on something I really enjoyed. What Could Have Prevented It? Recovery needed to increase alongside challenge. The mistake wasn't hiking, or making the hike more challenging. The mistake was believing: More is always better. Loop Repair Alternate: Hard days Easy days Increase recovery as strain increases. As Friederike Fabritius taught us: Performance isn't built through effort alone. It's built through effort and recovery. Once I put more attention on recovery before pushing again, the broken motivation loop repaired, and the end of those difficult hikes became energizing again (with the right amount of rest).   Loop Breaker #6: No Visible Progress What Happened? A salesperson makes: 50 calls 100 calls 150 calls No results. The brain begins asking: "Why bother?" The reward disappears. What Could Have Prevented It? Measure leading indicators instead of outcomes. Instead of focusing only on sales: Track: Calls completed Meetings booked Relationships built Skills improved Loop Repair Celebrate effort metrics. Not just outcome metrics. The brain needs evidence that effort matters. Also, if the strategy you are using is not yielding results, try a different one. Ask others who are having success, what they are doing, and how they are getting results. Once you can identify where your loop is breaking, fixing it requires doing something that you were not doing before.   The Big Lesson Every loop break in this phase points back to one question: What link failed? Was it: Meaning? Thoughts? Attention? Progress? Recovery? Challenge? Because the loop rarely breaks all at once. Usually one link weakens first. And the good news is: If you can identify the broken link, you can repair the loop. What About Doing Hard Things? One of the most fascinating concepts we explored this phase was the work surrounding the: Anterior Mid-Cingulate Cortex (AMCC) This area of the brain appears to play an important role in: Persistence Self-regulation Attention control Doing things we don't feel like doing Research suggests this area strengthens when we repeatedly choose meaningful challenges. Not impossible challenges. Not burnout. Not exhaustion. Meaningful challenges. Example Choosing: The workout you don't feel like doing. The difficult conversation you've been avoiding. The presentation that makes you nervous. The study session when you'd rather scroll your phone. Every time we choose effort over comfort, we may be strengthening the neural systems responsible for persistence and researchers also would say, the will to live. The Secret to Keeping the Loop Going After everything we've learned this phase, the answer is surprisingly simple: The loop stays alive when effort feels worthwhile. That means: ✅ Meaning ✅ Purpose ✅ Focus ✅ Progress ✅ Recovery ✅ Challenge But not too much challenge. Because challenge without recovery becomes burnout. And recovery without challenge becomes stagnation. The sweet spot lies in the middle. Instead of blaming ourselves, we can start diagnosing the system to build a stronger, more resilient version of ourselves. How to Use the "Find Your Gap" Framework Whenever you feel: Stuck Unmotivated Burned out Distracted Overwhelmed Plateaued Ask yourself: Which phase is broken? Because the problem is rarely "everything." Usually it's one phase creating a bottleneck for the others.   Phase 1 Gap: Regulation & Safety Ask: Am I sleeping well? Am I recovered? Is stress overwhelming me? Is my nervous system regulated? Signs This Is Your Gap Anxiety Exhaustion Brain fog Poor sleep Irritability Example A teacher can't focus. They assume they need more motivation. But they're sleeping 5 hours a night. The real gap isn't motivation. It's regulation. Solution Fix: Sleep Recovery Stress management First.   Phase 2 Gap: Neurochemistry & Motivation Ask: Do I still know why this matters? Am I seeing progress? Has the reward disappeared? Have I lost momentum? Signs This Is Your Gap Procrastination Lack of drive Loss of enthusiasm Feeling stuck Example This was your hiking example. You still had the ability. You still had the discipline. You simply stopped feeling rewarded by the effort. Solution Repair the Motivation Loop: Reconnect to purpose Reduce challenge temporarily Improve recovery Look for progress   Phase 3 Gap: Movement, Learning & Cognition Ask: Am I moving enough? Am I physically engaged? Am I learning new things? Is my brain being challenged? Signs This Is Your Gap Low energy Mental sluggishness Poor concentration Feeling mentally flat Example Someone spends 10 hours at a desk. Their motivation is fine. Their sleep is fine. But they're sedentary. Movement is the missing ingredient. Solution Move first. The research from Chuck Hillman and John Ratey suggests movement often improves: Attention Mood Learning Memory   Phase 4 Gap: Perception, Emotion & Social Intelligence Ask: Am I seeing this situation clearly? Am I understanding others? Do I feel connected? Signs This Is Your Gap Conflict Miscommunication Isolation Emotional reactivity Example A leader thinks: "Nobody supports my vision." But the real issue is communication. The gap isn't motivation. It's perception. Solution Improve: Listening Emotional awareness Perspective-taking Relationships   Phase 5 Gap: Integration, Insight & Meaning Ask: Does this align with who I want to become? Am I moving toward something meaningful? Do I have clarity? Signs This Is Your Gap Success without fulfillment Feeling lost Lack of direction Constantly chasing goals Example Someone has achieved everything they wanted professionally. But they still feel empty. The gap isn't performance. It's meaning. Solution Reconnect with: Values Purpose Identity Contribution to the World. The Most Powerful Question At the end of every week, ask: "Where is my gap?" Is it:

This week, Jen and Pete noodle on the idea that sometimes the simplest answer might really be the answer. Specifically, in this episode Jen and Pete talk about: What is Occam's Razor? How might we simplify our problem solving? What tactics can we utilize when we are stuck on something?   More from us in your inbox. Subscribe to Box O' Goodies. A weekly email with the books, podcasts, quotes, and other noodles Jen and Pete are mulling over.Listen to all episodes and read full transcripts at thelongandtheshortpodcast.com.Reach us: hello@thelongandtheshortpodcast.comPete's work: humanperiscope.com · Jen's work: jenwaldman.com

Special thanks to our partner, Lewis Howes.youtube.com/lewishowesSpeakers: Dr. George C FraserWalter BondYouTube: http://bit.ly/WalterBondMotivationWebsite: https://walterbond.com/Marcus TaylorYouTube: http://bit.ly/38FUFoSInstagram: http://bit.ly/3aLfu3PFacebook: http://bit.ly/2TB9uoiTwitter: https://twitter.com/unlockelevationWebsite: https://unlockelevation.com/Eric ThomasYouTube: http://bit.ly/2ua2os4Twitter: http://bit.ly/2XxzLnvInstagram: http://bit.ly/2Tpp5ICFacebook: http://bit.ly/2UiUp91http://etinspires.com/Coach PainYouTube: http://bit.ly/2LmRyeaInstagram: http://bit.ly/2XLcLW5Facebook: http://bit.ly/32tZdNiWebsite: http://bit.ly/2YTgWvqBook Coach Pain: http://bit.ly/2JMefFuJoin the Coach Pain Academy: http://bit.ly/2XNmUfTJoe Roganhttps://open.spotify.com/show/4rOoJ6Egrf8K2IrywzwOMkMatthew McCaugheyhttps://www.youtube.com/channel/UChH3PVceKAMkFXHza0PlX_QDr. Jessica Houstonhttps://www.youtube.com/channel/UClySMCzaIHuptsnzKSpq_KQNathan HarmonYouTube: http://bit.ly/2WGRbS7Jordan PetersonLes Brownhttps://lesbrown.com/ Simon Sinekhhttps://www.youtube.com/@SimonSinek https://simonsinek.com/Jasmine Starhttps://www.youtube.com/Jasminestar YouTube: ‪@officialjasminestar‬ Lewis Howeshttps://www.youtube.com/@lewishowesMusic: Secession Studios - Double RainbowsSecession Studios - Unbreakablehttps://www.secessionstudios.com/Really Slow Motion Buy their music:Amazon : http://amzn.to/1lTltY5iTunes: http://bit.ly/1ee3l8KSpotify: http://bit.ly/1r3lPvNBandcamp: http://bit.ly/1DqtZSo Hosted on Acast. See acast.com/privacy for more information.

Motiversity Hosted on Acast. See acast.com/privacy for more information.