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Today I break down why a planning day only works when business planning becomes an ongoing process that starts before the meeting and continues long after it ends. I share how to use vision, reflection, focused priorities, and real accountability so a leadership team leaves with clarity and then actually executes.Key topics discussed in this episode:• Treating business planning as a process rather than a one-day event• Doing deep preparation beyond an agenda to design the right conversations• Reconnecting to vision as an inspiration and alignment tool• Reflecting on results to uncover the real “why” behind progress and shortfalls• Identifying limiting beliefs that shape behavior and reframing them with better questionsFollow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Today I break down why a planning day only works when business planning becomes an ongoing process that starts before the meeting and continues long after it ends. I share how to use vision, reflection, focused priorities, and real accountability so a leadership team leaves with clarity and then actually executes.Key topics discussed in this episode:• Treating business planning as a process rather than a one-day event• Doing deep preparation beyond an agenda to design the right conversations• Reconnecting to vision as an inspiration and alignment tool• Reflecting on results to uncover the real “why” behind progress and shortfalls• Identifying limiting beliefs that shape behavior and reframing them with better questionsFollow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Today we sit down with Vaughan Scott to unpack how a financial advisory firm survives big transitions by putting the team first and hiring people who treat advice as a calling. We dig into practical leadership moves that keep talent for decades, create clear growth plans, and make succession planning feel steady instead of scary.Key topics discussed in this episode:• The origin story behind Axiom Financial Strategies Group and lessons from industry upheaval• Why “team” beats individual heroics in firm growth• How long-term retention is built through care, support, and shared values• Why paraplanners can bridge service and advisory work• Succession planning mechanics, valuation, financing, and early economic clarityFollow Elite Achievement for more conversations on leadership and high-level execution.About VaughanVaughan Scott, MBA, CPWA®, is Co-Founder and Managing Partner of Axiom Financial Strategies Group, an independent registered investment advisor. He has advised family enterprises and entrepreneurs on financial, strategic, transition, and succession needs since 1997. Vaughan is also a professor in practice at the University of Louisville, where he teaches business consulting in MBA and graduate programs, and an instructor with the Family Firm Institute's Global Education Network. Throughout his career, he has been dedicated to helping families preserve their wealth, capitalize on opportunities, and successfully transition their businesses, wealth, and values to future generations.Connect with VaughanWebsiteLinkedInAbout Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedInAxiom Financial Strategies Group LLC (“Axiom”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axiom and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.For additional information, please visit our website at https://www.axiomfsg.com/.
Justin shares how he transformed his own recovery journey into The Maze, New York City's first alcohol-free members club, built on a "home away from home" philosophy and an obsessive eye for design and detail. He breaks down why he chose a membership model over a public café, how the physical space was engineered to compete with the city itself for people's attention, and what it takes to keep hospitality and maintenance standards tight a year into operation.Welcome to Elevating Brick and Mortar. A podcast about how operations and facilities drive brand performance.On today's episode, we talk with Justin Gurland, Founder and CEO of The Maze. A former social worker with 15 years in behavioral health and nearly two decades in recovery himself, Justin brings a deeply personal mission to hospitality, building a space where sobriety and community-building meet thoughtful design.Guest Bio:Justin Gurland is the Founder and CEO of The Maze, New York City's first alcohol-freemembers club, redefining how people connect, socialize, and build community without alcohol at the center.Sober for 18 years, Justin is a Licensed Master Social Worker (LMSW) with more than 15 years of experience working in the substance use and recovery field. Throughout his career, he has worked closely with individuals and families navigating addiction, helping them rebuild their lives through connection, structure, and support.His work is grounded in a simple belief: connection is at the core of lasting change. Over time, he saw a consistent gap - while many people were seeking sobriety or more mindful ways of living, there were few spaces designed to support connection without alcohol as the focal point. That insight became the foundation for The Maze.With The Maze, Justin has translated his clinical and personal experience into a new kind of social environment - one that brings together dining, thoughtfully curated programming, and a strong sense of community. His approach blends structure with creativity, creating a space where members can return regularly, build relationships, and feel a genuine sense of belonging.As the sober-curious movement continues to gain momentum, Justin is helping to shape a broader cultural shift around how people gather and engage. Through The Maze, he is building a model that extends beyond hospitality - one that prioritizes consistency, connection, and purpose, and reflects a more modern, inclusive approach to social life.TIMESTAMPS:00:53 - About The Maze: Brand, Services & History01:31 - Justin's sobriety and career journey: the path to The Maze06:25 - The Maze's North Star11:13 - Finding the space: the story behind The Maze's location18:21 - Maintaining the space: upkeep, team culture & hospitality lessons22:37 - Scaling The Maze: expansion, local culture & staying true to community28:58 - Technology's role in physical spaces & the vision for The Maze's futureSPONSOR:ServiceChannel brings you peace of mind through peak facilities performance.Rest easy knowing your locations are:Offering the best possible guest experienceLiving up to brand standardsOperating with minimal downtimeServiceChannel partners with more than 500 leading brands globally to provide visibility across operations, the flexibility to grow and adapt to consumer expectations, and accelerated performance from their asset fleet and service providers.LINKS:Connect with Justin Gurland on LinkedInFollow The Maze on LinkedInFollow The Maze on InstagramThe Maze's WebsiteConnect with Sid Shetty on LinkedinCheck out the ServiceChannel Website Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today I share a coaching story from the early days of training new financial advisors and the hard moment when missing expectations led to a contract termination. We explain how raising standards, coaching beyond the minimum, and following through consistently changes performance and culture.Key topics discussed in this episode:• A 75-day onboarding system with three 25-day review periods and clear activity requirements• The pressure and consequences of missing early targets and letting everything ride on the final period• Changing our coaching to focus on surpassing standards, not just meeting the minimum• How repeating expectations early and often improves clarity and execution• Why inconsistent enforcement creates a new standard for everyone watchingFollow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
The term “nepo baby” has been used in recent years to describe people who are born into successful families and industries with advantages that aren't available to the average person. What does your success mean if you weren't the one to earn it? Bryce Dallas Howard is the daughter of famous actor and director Ron Howard, and now a successful actress and director in her own right, having earned a Golden Globe nomination for her film adaptation of As You Like It and starring as Claire Dearing in the Jurassic World franchise. In this episode, Molly and Bryce share their experiences growing up in the shadow of their families' legacies, and ponder what it means to own your own successes when you know you were given a head start. Bryce reflects on the biggest lessons she learned from watching her dad at work, and explains why people are often blind to their own privilege and ashamed to admit their unfair advantage. She also emphasizes the importance of finding ways to share your unique edge with others, and that while you can't pick where you come from, you can decide what to do with it. Featured guestFollow Bryce Dallas Howard on Instagram and at her websiteConnect with the teamFollow Molly on Instagram, LinkedIn, and at glueclub.com/Subscribe to Molly's Substack LessonWatch WorkLife videos on YouTube at TEDPodsFollow TED on X, Instagram, Facebook, LinkedIn, and TikTokFor the full text transcript, visit https://www.ted.com/podcasts/worklife-transcripts Hosted on Acast. See acast.com/privacy for more information.
We break down the FY 2027 Hospice Final Rule and why CMS is becoming increasingly more aggressive in oversight tied to program integrity and beneficiary protection. We walk through the increase in non-hospice spending, and finalized the new SSVI risk scoring model.CMS's stronger focus on hospice accountability, transparency, and beneficiary protectionsRapid growth in non-hospice spending under Parts A, B, and D, and why CMS is targeting itBeneficiary cost-sharing concerns and how “leakage” can happen with facility partnersHow the SSVI is calculated and what a higher score can triggerElection statement addendum becoming required for every Medicare patient beginning 10/1/2026, and why relatedness documentation must be airtightTelehealth face-to-face flexibility extended through 2027, plus new 2027 claims reporting codesCare Compare icon tied to HQRP participation SSVI blog and fact sheet is available for you to downloadVisit our websiteConnect with us - LinkedIn, Twitter, YouTube, FacebookMake Lives Better
Today we talk with James Spinelli about how he helps scale Great Valley Advisor Group from a startup into a community supporting 200+ advisors and more than 400 people. We break down what changes as growth accelerates, from hiring and meetings to data, culture, and the hard work of letting go.Key topics discussed in this episode:• Building trust through one-on-one conversations and shared transition experience• The leadership shift after 100+ advisors, managing time and expectations• Creating advisor success and business strategy roles to stay connected at scale• Reinforcing mission and values through department leads and consistent communication• Stepping into the CEO role by getting out of the weeds and upgrading seats• Handling tough people decisions, documenting processes, and avoiding “drag”Follow Elite Achievement for more conversations on leadership and high-level execution.About JamesJames Spinelli is Co-Founder and CEO of Great Valley Advisor Group (GVA), a Pennsylvania-based RIA supporting nearly 200 advisors and managing more than $12 billion in assets. James built GVA from the ground up, growing it from a start-up RIA into a nationally recognized firm focused on helping independent advisors grow, build enterprise value, and achieve true ownership. Before launching GVA, he worked at Comcast Corporation in capital forecasting, financial systems, and operational efficiency. James is also the founder of AdvisorBOB, a fintech platform designed to simplify advisor compensation and business management, which was acquired by AdvicePay in 2025.Connect with JamesWebsiteLinkedInAbout Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Whether you run coaching groups, workshops, leadership programmes or team sessions, facilitation is a skill that goes far beyond delivering content. In this episode, Joanna is joined by facilitation specialist Tom Cleary to explore what really helps people feel safe, engaged and ready to learn. Together they discuss the subtle shifts that can transform the way you hold a room - from embracing silence to creating genuine psychological safety and looking after your own wellbeing as a facilitator.Timestamps00:00 - Meet Tom Cleary03:37 - Coaching to Groups05:18 - Energy & Recovery07:18 - Training vs Facilitation09:18 - Creating Psychological Safety13:37 - Common Workshop Mistakes18:05 - Structure, Silence & Confidence28:11 - The Human Side of FacilitationWhether you're leading a workshop, coaching a group or facilitating a team meeting, this episode is a reminder that your presence often matters more than your perfection.Check out Tom's websiteConnect with Tom on LinkedInTom's Podcast: The Human Side of FacilitationUseful LinksLearn about The Business of Coaching programmeSignature Solution CourseDownload the Free Digital version of Coaches' Planner (NEW edition 2026)Free Essential AI Toolkit – 2 Must-Have Prompts for CoachesHow to secure more coaching clients' free trainingDownload the 12 ways to get clients nowConnect with Jo on LinkedInRate and Review the PodcastIf you found this episode of Women in the Coaching Arena helpful, please do rate and review it on Apple Podcasts or Spotify.If you're kind enough to leave a review, please do let Jo know so she can say thank you. You can always reach her at: joanna@joannalottcoaching.comEnjoyed This Episode? Don't Miss the Next One! Hit subscribe on your favourite podcast app to be notified each time a new episode of Women in the Coaching Arena.
In this lively episode of the Adventures of Pipeman on W4CY Radio, Pipeman sits down at Rocklahoma with members of Nikoli—Corey, Billy, and Corey K. The band discusses their journey, the meaning behind their unique name, Rocklahoma experiences, musical inspiration, the importance of community in music, and how music can bring people together. The conversation is packed with stories, humor, and insights into band dynamics and the evolving music industry.Main Topics CoveredRocklahoma Experience & Festival CultureFirst time at Rocklahoma, bucket list fulfilled (Corey at 01:03)Community and camping stories from the festival grounds (Billy, Corey at 05:07)Band Origin & Name MeaningFormation story involving tours, residencies, and a Breaking Bad-inspired name (Corey K at 02:19)Symbolism behind "Nikoli" combining nickel, potassium, oxygen, and lithium for creativity, balance, life, and power (Corey at 03:39)Merchandising & BrandingThe “committee” approach to Nikoli's merch designs (Corey at 00:50)Website and album details (Corey K at 33:48)Band as Community: Helping Others & Non-CompetitionDiscussing the supportive nature of musicians and anti-gatekeeping attitude (Corey, Billy, Pipeman at 10:56)Personal Music JourneysEach member shares their "lightbulb moment" for getting into music (Corey K at 14:23, Billy at 17:41, Corey at 18:37)Album as Experience: Music Industry ChangesReleasing singles vs. albums and how the band creates immersive experiences (Corey, Corey K at 23:39)Discussing the loss of album sequencing and vinyl's comebackNotable StoriesCrazy campground stories, prosthetic leg beer shotguns (Corey at 08:01)An encounter and drinking session with Dave Grohl at the Rainbow (Corey at 21:10)Family reunion mishaps—Billy's West Virginia story (Billy at 32:38)Global Perspective & Music's Power to UniteTravel stories dispelling myths about people and places (Pipe Man and Corey at 29:03)Vision of a world music festival for peace (Pipe Man at 27:51)Key Discussions & StoriesThe process of developing Nikoli's merch and the importance of having every band member approve designs (Corey at 00:50)Billy on being asked to drum for another band at a moment's notice during the festival (01:35)The band's unique approach to naming and identity, combining elements from the periodic table to inspire both their sound and message (Corey K, Corey at 03:09)Crazy adventures at Rocklahoma's campgrounds, including eccentric neighbors and colorful campsites (Corey, Pipe Man at 06:05)The importance of removing competition from music and embracing a supportive community (Corey, Billy, Pipeman at 10:05)Reflections on the shift from albums to singles in the industry, and the enduring value of the full album experience (Corey, Pipeman, Corey K at 23:39)The value of open-mindedness and travel, challenging preconceptions about different regions and cultures (Pipeman at 29:05)Sharing personal motivations for starting music—school influences, family challenges, COVID pushing musicianship to new levels (Corey K, Billy, Corey at 14:23 and 18:37)A trivia challenge about famous bassists switching from guitar; the answer: Paul McCartney (Pipeman, Billy at 16:19)Notable Quotes"Persist until you succeed." — Pipeman 01:25“Nickel is an alloy, so it's used to create. We create music. Potassium brings balance. Oxygen sustains life. Lithium is a power source. So we create music that brings balance to sustain life—and it's gotta be powerful.” — Corey 03:39“It's way cooler if everyone in the elevator gets a beer.” — Billy 10:30“Music is never competition because there is always room at the top.” — Corey 09:56“When you start seeing the positives instead of the negatives, things really turn around.” — Corey 13:40“The website is like writing a new song. It's never truly complete; it's just when you decide to pull the plug and release it.” — Corey 35:00"If every city did Rocklahoma, you'd meet the nicest people...wrap your head around it, because some of the nicest people I've ever met have been at this campground." — Corey K 28:19Resources & Links MentionedNikoli Official Website: www.nikoliband.com (Corey K at 33:48)New Album "The Outcome" – Out now and available via the official websiteMerchandise – Designed and presented by Corey; available on the websiteConnect & FollowListen/back episodes on W4CY RadioFollow Nikoli for updates, singles released monthly, and live show infoHighlights From the EpisodeHear the full story behind Nikoli's band name and their creative philosophy (03:09)Festival camping antics and surprising neighbor stories (06:05)Band members' unique paths to music and inspirationsReflections on the changing landscape of music distribution, and why Nikoli is committed to the full album experienceA candid, funny, and insightful conversation about how music—and music festivals—bring people from all walks of life togetherTune in for more adventures and real-talk with bands on the Adventures of Pipeman!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-adventures-of-pipeman--941822/support.Click Here to Subscribe for PERKS, BONUS Content & FREE GIVEWAYS!Follow @pipemanradio on all socials & Pipeman Radio Requests & Info at www.linktr.ee/pipemanradioStream The Adventures of Pipeman daily & live Mondays, Tuesdays, Wednesdays at 1PM ET on W4CY Radio & Talk 4 TV. Download, Rate & Review the Podcast at The Adventures of Pipeman, Pipeman Radio, Talk 4 Media, iHeartRadio, Apple Podcasts, YouTube & All Podcast Apps.
In this lively episode of the Adventures of Pipeman on W4CY Radio, Pipeman sits down at Rocklahoma with members of Nikoli—Corey, Billy, and Corey K. The band discusses their journey, the meaning behind their unique name, Rocklahoma experiences, musical inspiration, the importance of community in music, and how music can bring people together. The conversation is packed with stories, humor, and insights into band dynamics and the evolving music industry.Main Topics CoveredRocklahoma Experience & Festival CultureFirst time at Rocklahoma, bucket list fulfilled (Corey at 01:03)Community and camping stories from the festival grounds (Billy, Corey at 05:07)Band Origin & Name MeaningFormation story involving tours, residencies, and a Breaking Bad-inspired name (Corey K at 02:19)Symbolism behind "Nikoli" combining nickel, potassium, oxygen, and lithium for creativity, balance, life, and power (Corey at 03:39)Merchandising & BrandingThe “committee” approach to Nikoli's merch designs (Corey at 00:50)Website and album details (Corey K at 33:48)Band as Community: Helping Others & Non-CompetitionDiscussing the supportive nature of musicians and anti-gatekeeping attitude (Corey, Billy, Pipeman at 10:56)Personal Music JourneysEach member shares their "lightbulb moment" for getting into music (Corey K at 14:23, Billy at 17:41, Corey at 18:37)Album as Experience: Music Industry ChangesReleasing singles vs. albums and how the band creates immersive experiences (Corey, Corey K at 23:39)Discussing the loss of album sequencing and vinyl's comebackNotable StoriesCrazy campground stories, prosthetic leg beer shotguns (Corey at 08:01)An encounter and drinking session with Dave Grohl at the Rainbow (Corey at 21:10)Family reunion mishaps—Billy's West Virginia story (Billy at 32:38)Global Perspective & Music's Power to UniteTravel stories dispelling myths about people and places (Pipe Man and Corey at 29:03)Vision of a world music festival for peace (Pipe Man at 27:51)Key Discussions & StoriesThe process of developing Nikoli's merch and the importance of having every band member approve designs (Corey at 00:50)Billy on being asked to drum for another band at a moment's notice during the festival (01:35)The band's unique approach to naming and identity, combining elements from the periodic table to inspire both their sound and message (Corey K, Corey at 03:09)Crazy adventures at Rocklahoma's campgrounds, including eccentric neighbors and colorful campsites (Corey, Pipe Man at 06:05)The importance of removing competition from music and embracing a supportive community (Corey, Billy, Pipeman at 10:05)Reflections on the shift from albums to singles in the industry, and the enduring value of the full album experience (Corey, Pipeman, Corey K at 23:39)The value of open-mindedness and travel, challenging preconceptions about different regions and cultures (Pipeman at 29:05)Sharing personal motivations for starting music—school influences, family challenges, COVID pushing musicianship to new levels (Corey K, Billy, Corey at 14:23 and 18:37)A trivia challenge about famous bassists switching from guitar; the answer: Paul McCartney (Pipeman, Billy at 16:19)Notable Quotes"Persist until you succeed." — Pipeman 01:25“Nickel is an alloy, so it's used to create. We create music. Potassium brings balance. Oxygen sustains life. Lithium is a power source. So we create music that brings balance to sustain life—and it's gotta be powerful.” — Corey 03:39“It's way cooler if everyone in the elevator gets a beer.” — Billy 10:30“Music is never competition because there is always room at the top.” — Corey 09:56“When you start seeing the positives instead of the negatives, things really turn around.” — Corey 13:40“The website is like writing a new song. It's never truly complete; it's just when you decide to pull the plug and release it.” — Corey 35:00"If every city did Rocklahoma, you'd meet the nicest people...wrap your head around it, because some of the nicest people I've ever met have been at this campground." — Corey K 28:19Resources & Links MentionedNikoli Official Website: www.nikoliband.com (Corey K at 33:48)New Album "The Outcome" – Out now and available via the official websiteMerchandise – Designed and presented by Corey; available on the websiteConnect & FollowListen/back episodes on W4CY RadioFollow Nikoli for updates, singles released monthly, and live show infoHighlights From the EpisodeHear the full story behind Nikoli's band name and their creative philosophy (03:09)Festival camping antics and surprising neighbor stories (06:05)Band members' unique paths to music and inspirationsReflections on the changing landscape of music distribution, and why Nikoli is committed to the full album experienceA candid, funny, and insightful conversation about how music—and music festivals—bring people from all walks of life togetherTune in for more adventures and real-talk with bands on the Adventures of Pipeman!Become a supporter of this podcast: https://www.spreaker.com/podcast/pipeman-in-the-pit--2287932/support.Click Here to Subscribe for PERKS, BONUS Content & FREE GIVEWAYS!Follow @pipemanradio on all socials & Pipeman Radio Requests & Info at www.linktr.ee/pipemanradioStream The Adventures of Pipeman daily & live Mondays, Tuesdays, Wednesdays at 1PM ET on W4CY Radio & Talk 4 TV. Download, Rate & Review the Podcast at The Adventures of Pipeman, Pipeman Radio, Talk 4 Media, iHeartRadio, Apple Podcasts, YouTube & All Podcast Apps.
Today we challenge ourselves to judge team meetings by outcomes, not agendas, and to lead conversations that turn updates and scorecards into real decisions. We share a practical approach to accountability that feels like coaching, plus a reminder that consistent meetings create momentum for the whole firm, including us as leaders.Key topics discussed in this episode:• Auditing the last team meeting by asking what changed because it happened• Shifting from scorecard review to decisions, blockers, and next actions• Turning project updates into action items with clear ownership• Using a coaching tone to remove shame and surface what got in the way• Creating leader accountability through preparation and planning cadenceFollow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Today we talk with Carrie Devaney about why talent is the number one strategy for exponential growth in wealth management and how recruiting becomes a long-term system instead of a last-minute scramble. We break down what top candidates look for today, how equity changes the conversation, and why starting sooner protects clients and increases enterprise value.Key topics discussed in this episode:• Treating succession planning as a competitive advantage for client retention• Shifting recruiting from an event to an ongoing growth strategy• Using training, development, coaching, and mentorship as a clear growth framework• Sourcing next gen advisors through existing relationships and a clear firm vision• Using equity and results-based compensation to attract high performersFollow Elite Achievement for more conversations on leadership and high-level execution.About CarrieCarrie Deveney is Director of Growth at Northwestern Mutual Chicago, where she partners with 11 of the firm's largest advisory practices to drive growth through leadership, recruiting, succession planning, and advisor development. She helped develop the Pathway to Partnership platform to strengthen talent pipelines and create more intentional career paths for future advisors. As a CFP® professional, Carrie is passionate about helping firms build enduring businesses, maximize enterprise value, and fulfill their promise to clients by developing exceptional leaders and the next generation of financial advisors. Connect with CarrieLinkedInAbout Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Day 1 from the AVCA First Serve in Milwaukee and this episode is stuffedInfo on our "Kicks 4 Camps" fundraiserOur favorite Class of '28 recruiting classesWhat should '28, '29 and '30s watch for the first few weeks of the college season when watching volleyball to help them with their recruiting?Day 1 Preview of the AVCA Wow what matchupsMailbag Questions from our followersand more.....Support the showConnect with VB Adrenaline:Check out the websiteConnect with Darren on Instagram @vbadrenaline.comPS- Do you love this podcast? We would appreciate it if you could leave a rating and review for the show. This will help us continue to grow and spread the word about all the amazing things that are happening in the world of college volleyball. Don't forget to FOLLOW the podcast so you don't miss a single episode.
Today we step back from “questions as coaching” and treat great questions as one of the most powerful leadership tools we have for clarity, growth, and firm building. We share practical questions we use for weekly and quarterly reflection, plus simple ways to coach, recruit, and plan without jumping straight to answers.Key topics discussed in this episode:• Using questions to lead ourselves through weekly wins, lessons, and priorities• Running a quarterly review with on track vs off track and the key “why”• Identifying what is no longer serving us, from beliefs to habits• Asking better questions in recruiting, client work, and difficult conversations• Scaling decision-making by creating group discussions and clearer planning day agendasFollow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
We break down the calendar year 2027 proposed home health rule and why it signals a bigger CMS push on quality, transparency, and program integrity beyond reimbursement. We focus on enrollment risk and the palliative care request for information, then lay out what providers should do now to protect operations and influence the final rule. • proposed payment positives alongside larger compliance impact • home health quality reporting program changes, including OASIS and HHCAHPS timeline implications • expanded provider enrollment denial and revocation risk, including clerical errors and longer exclusion periods• change of ownership pressure points, including management agreements and the 36-month rule • broadened “managing employee” definition capturing more clinical leaders and contractors • “guilt by proximity” concerns tied to suite locations and geographic zip code concentration • CMS palliative care direction through the Medicare home health benefit and why homebound eligibility creates gaps • requests for comments, including a technical expert panel or a trial run before implementation Visit our websiteConnect with us - LinkedIn, Twitter, YouTube, FacebookMake Lives Better
Today we talk with John Gatewood about why elite financial advisors win through listening, not knowledge, and how real connection is what motivates clients to act. We break down practical language, coaching habits, and preparation routines that help advisors and firm leaders build trust, clarity, and conviction.Key topics discussed in this episode:• Advisor training crisis driven by high attrition and looming retirements• Communication skills as the true differentiator in wealth management• Data-backed perception gap between how advisors think they listen and how they actually show up• Being interested versus being interesting to deepen trust fast• Empathy and clarification to reach the root issue behind client goalsFollow Elite Achievement for more conversations on leadership and high-level execution.About JohnJohn Gatewood, CFP®, CLU®, is the founder and Director of Advisor Development at Gatewood Wealth Solutions and author of The Listening Advisor: Winning Loyal Clients Through Authentic Human Connection. During his 45-year career as a financial advisor, John was recognized on Barron's list of the top 1,200 advisors and earned Top Ten standing at LPL Financial and Forum honors at Northwestern Mutual. After selling his practice in 2021, he shifted his focus to helping advisors master the communication skills that build lasting client relationships. Connect with JohnWebsiteLinkedInThe Listening Advisor – Building Client Loyalty through Authentic Human Connection About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Welcome back to another Farm Girls Unfiltered, where we sit down with fellow farm girls for honest conversations about business, life, and everything in between.This week we're joined by Caitlin Schwandt, entrepreneur, educator, and founder of Wisco Cowgirl Co. Caitlin shares how a simple idea turned into a thriving mobile bar business, why she chose to sell it to prioritize family, and how that decision led her to build a new Midwest-inspired apparel brand. The conversation is packed with reminders that it's okay to pivot, collaborate instead of compete, and chase the ideas you can't stop thinking about.Of course, it wouldn't be right without plenty of laughs along the way. From Courtney's magnet-selling business that never quite took off, to Annaliese's childhood babysitter kits, to Caitlin's unforgettable vomiting story, this episode is unfiltered, indeed! Grab a drink and settle in for an inspiring conversation about grit, creativity, friendship, and having the courage to just go for it.Connect with Caitlin:Follow on Instagram @wiscocowgirlco and @rebelridgemidwesterncoVisit her websiteConnect with Annaliese & Courtney:Follow Annaliese on Instagram @modfarmchickFollow Courtney on Instagram @greenpasturescattleFollow Okayest Farm Girls on Instagram @okayestfarmgirlsMake sure to hit subscribe/follow so you never miss an episode!Resources & Links:PayPal Tip JarA Farm Chick's ClosetCheck out our MERCH!Have a farm girl question? Leave us a voicemail!Submit your Farm Girl Confessions and Questions!To shop beef, head mounts, art + more from Courtney
Today we unpack the hidden work that drives real leadership results, even when nobody sees it. We share how we protect preparation, think time, and mindset work so our firms run better as they grow.Key topics discussed in this episode:• Why outcomes get credit while the setup stays invisible• Protecting preparation time to run better leadership meetings• creating think time that starts with specific prompts and decisions• Using coaching as a thought partner for clearer execution• The leadership shift from doing tasks to creating conditions for success Follow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Returning guest and comedian Eli Leibowicz joins Harry and Daniel to discuss Bob Fosse's Lenny (1974), starring Dustin Hoffman as the groundbreaking—and deeply controversial—comedian Lenny Bruce. Together, they explore why Bruce remains one of the most influential figures in stand-up comedy, even decades after his death.The conversation dives into Bruce's Jewish identity, the role of Yiddish in shaping his voice, and how Jewish humor became a vehicle for challenging authority and exposing hypocrisy. Along the way, Harry, Daniel, and Eli compare Bruce's legacy to modern comedians, debate the changing boundaries of free speech, and ask whether comedy is at its best when it entertains an audience—or unsettles one. They also discuss Dustin Hoffman's acclaimed performance, Bob Fosse's striking filmmaking, and why Lenny remains a fascinating portrait of an artist who refused to stop asking uncomfortable questions.“Lenny” on ImDB - https://m.imdb.com/title/tt0071746/“Lenny” Trailer - https://www.youtube.com/watch?v=TqvNOq8kGB8Eli's LinksFollow Eli Leibowicz on InstagramEli's WebsiteConnect with Jews on Film online:Jews on Film Merch - https://jews-on-film.printify.me/productsInstagram - https://www.instagram.com/jewsonfilm/Twitter - https://twitter.com/jewsonfilmpodYouTube - https://www.youtube.com/@jewsonfilmTikTok - https://www.tiktok.com/@jewsonfilmpod
This week, I'm joined by Meghan Gifford - a private guide to founders, visionaries, and leaders who spent a decade in boardrooms working on billion-dollar deals before walking away at the peak of her career.Meghan opens up about her "gold star girl" (the achievement-driven identity she built from childhood) and the moment she realized that all the striving, perfectionism, and control wasn't actually leading to the feeling she was chasing. We talk about what it looks like to loosen the grip without everything falling apart, how to tell whether your choices are coming from fear or from your wise inner self, and the tiny moments of trust that slowly build a different way of living.This conversation is for anyone who's ever tied their worth to their achievements and is curious about what exists on the other side ❣️Mentioned in This Episode:Meghan's InstagramMeghan's WebsiteAdditional resources:FREE Resource: Breathwork BasicsSign Up for a Breathwork PackageGet the Relationship Anxiety Toolkit hereVisit my websiteConnect with me on Instagram
How does our immune system change as we age, and what role can vaccines play in supporting healthy longevity? In this informative episode of Growing Older Living Younger, Dr. Gillian Lockitch welcomes physician, healthcare executive, and medical writer Dr. Michael Myers for a thoughtful, evidence-based discussion about immunosenescence—the age-related decline of immune function—and its implications for healthy aging. Together they explore how vaccines work, why vaccine recommendations evolve throughout life, and the importance of understanding both the science and the uncertainties surrounding public health recommendations. Listeners will gain practical insights into immune health, healthspan optimization, brain health and aging, and informed healthcare decision-making. Dr. Michael Myers is a physician, healthcare executive, medical writer, and educator with more than 35 years of experience in clinical medicine, healthcare leadership, and public health. He trained at Johns Hopkins University and Harvard Medical School before pursuing a career in primary care medicine and physician leadership.He most recently served as Chief of Primary Care and Chief of Pediatrics for one of New Jersey's largest medical group practices. His work focuses on preventive medicine, vaccine education, public health communication, and helping patients understand complex medical science. He is the author of The Vaccine Bible: A Comprehensive, Commonsense Guide to What Keeps Us Safe from the Flu, Hepatitis Measles and More. In the Guide he explains how vaccines are developed, how they work, their safety, effectiveness, and the diseases they help prevent. Episode Timeline 00:00 – Welcome and why vaccines matter to healthy longevity 04:15 – Dr. Michael Myers' medical career and what inspired The Vaccine Bible 09:45 – Understanding the immune system: innate immunity, adaptive immunity, and immune memory 17:45 – Immunosenescence: how the immune system changes with age 23:30 – Individualizing vaccine recommendations throughout adulthood 30:25 – Vaccines most relevant for older adults, including influenza, pneumococcal disease, RSV, COVID-19, and shingles 32:30 – Emerging research linking shingles vaccination with reduced dementia risk 34:00 – COVID-19, children, public health messaging, and lessons learned from the pandemic 42:55 – Vaccine confidence, public trust, and addressing misinformation 52:20 – Autism research, vaccine myths, and current scientific understanding 55:35 – Dr. Myers' key message on vaccines, prevention, and healthy aging Connect with Dr. Michael Myers The Vaccine Bible—Amazon The Vaccine Bible—Bookshop.org The Vaccine Bible—Audiobook Dr. Myers' Website Connect with your host, Dr, Gillian Lockitch email: askdrgill@gmail.com For a personalized one on one conversation about health aging strategies Website: www.askdrgill.com https://www.facebook.com/gillian.lockitch/ https://www.linkedin.com/in/gillianlockitch/
Today we dig into what it really takes to lead and scale a financial advisory firm, from personal standards and authenticity to the daily habits that shape culture. Dustin Corrente shares the leadership principles behind growing an organization to more than 150 advisors and boosting revenue by more than 400%.Key topics discussed in this episode:• Lessons from golf and sports about leading yourself before leading others• Spotting the gap between “ideal self” and real commitment• Why authenticity and follow-through create trust at scale• Rebuilding a firm from transactional sales to financial planning• Building a bench of future leaders to handle inevitable changeFollow Elite Achievement for more conversations on leadership and high-level execution.About DustinDustin Corrente is the Founder of Mid-Atlantic Financial Group. With more than 24 years in financial services, he has served as a financial advisor and leader, building a firm that has grown from 72 to more than 150 advisors while increasing revenue by over 400%. Passionate about servant leadership, Dustin is dedicated to developing advisors and helping them build meaningful, high-performing careers.Connect with DustinWebsiteConnect on LinkedInLinkedInAbout Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Right now, AI is cheap. But the companies providing it are losing billions of dollars a year and are expected to go public within the next 12 months. When they do, the price of intelligence is going up - and any organisation that has built its AI future entirely on rented intelligence is going to face a very unpleasant surprise.In this Value Boost episode, Nicholas Kelly joins Dr Genevieve Hayes to explore why organisations shouldn't be building their AI future entirely on frontier models, and what data professionals need to understand to be the strategic voice in the AI infrastructure conversation.You'll discover:1. Why relying entirely on frontier AI models is a strategic error [02:00]2. How the economics of AI are about to change [03:34]3. The case for owning at least some of your AI infrastructure [07:53]4. What data professionals need to know to become the strategic voice in AI infrastructure decisions [11:02]Guest BioNicholas Kelly is the co-founder and Chief AI Architect of Delivering Data Analytics, a consultancy that helps organisations turn data, BI, analytics, and AI into confident decisions people actually act on. He is also the author of Delivering Data Analytics, How to Interpret Data and the recently released The AI-Driven Data Team.LinksNicholas's WebsiteConnect with Nicholas on LinkedInConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE
IMG Volleyball Director Gilad Doron is the guest and we look at the growth of the academy after three years not only in #s, but in success on the court and with some very key athletes. Doron talks about the "prep school philosophy" and what IMG Academy offers and the strides the FL school has made since he has taken over.We also focus on their prize pubil, Olivia Henry (Penn State '27) , and the growth that I have seen in her game since attending IMG and Gilad talks of her case and how she specifically benefitted being at the Academy.Then we get into their education on recruiting and helping athletes transition to developing weaknesses and working on parts of their game that will need to be developed for the next level and how they are approaching "5 for 5 conversations and much more. From a man who deals in high-stakes recruiting conversations all the time a great conversation.Support the showConnect with VB Adrenaline:Check out the websiteConnect with Darren on Instagram @vbadrenaline.comPS- Do you love this podcast? We would appreciate it if you could leave a rating and review for the show. This will help us continue to grow and spread the word about all the amazing things that are happening in the world of college volleyball. Don't forget to FOLLOW the podcast so you don't miss a single episode.
Recibimos a Clara Naum, psicóloga, escritora, coach ejecutiva, consultora transformacional y disertante inspiracional argentina especializada en psicología espiritual y liderazgo consciente. Con más de 25 años de trayectoria trabajando con personas, líderes y corporaciones a nivel internacional, Clara nos ayuda a desarmar cómo manejamos la pérdida, la frustración y nuestra necesidad de pertenencia. Hoy, enfoca toda esa experiencia en analizar el quilombo psicológico y emocional que nos dejó el Mundial. En esta charla profunda y directa, Clara explica el vacío y el bajón de dopamina que nos queda después de cinco semanas de torneo. Nos metemos de lleno en las raíces de la campaña anti-argentina en redes, el peligro de tildar a todo un país de racista por actos aislados, y por qué nuestra cabeza se agarra de teorías conspirativas cuando no puede aceptar una realidad que duele. Por último, Clara marca la diferencia clave entre el dolor inevitable y la elección de sufrir, dejándonos una reflexión potente: cómo dejar de esperar al próximo Mundial y empezar a llevar esa unión y celebración a la cancha de nuestra vida diaria.Temas DiscutidosPerder un partido detona una pérdida psicológica profunda de identidad y pertenencia.Las teorías conspirativas nos dan un sentido de pertenencia cuando la mente no puede tolerar una derrota.Defender a tu país atacando a otros te hace caer exactamente en el mismo comportamiento que criticás.El vacío post-Mundial se da por el desplome de los picos altísimos de dopamina que tuvimos durante semanas.El dolor es parte de la vida, pero el sufrimiento es una elección (tenemos que soltar el chip de que los argentinos "nacimos para sufrir").Usamos el Mundial para llenar nuestra necesidad de sentirnos vivos, presentes y conectados a algo más grande que nosotros mismos.La autocrítica sirve para aprender, siempre y cuando no se convierta en darnos con el látigo todo el tiempo.Cuando se apagan las luces del estadio, estamos obligados a prender las luces de nuestra propia rutina.Podemos cultivar esa celebración y conexión en nuestro día a día en lugar de quedarnos en pausa esperando otros cuatro años.Connect with Clara on InstagramOr her websiteConnect with Sebastian on InstagramSebastianNaum.com
Join us on this special episode where we talked with Mary Becker, COO of MHF Wealth Partners, about building a people-first culture while redesigning firm structure for long-term growth. We break down how clear values, intentional hiring, and early communication make change feel safer for teams and simpler for clients.Key topics discussed in this episode:• Employee-first culture built through small, consistent actions• Onboarding system that speeds trust and connection across the team•Hiring process that gives the team real say on cultural fit• Kindness as a stated firm value alongside integrity, excellence, accountability, and resourcefulness• Reasons for restructuring: growth, client transitions, and a consistent client experienceFollow Elite Achievement for more conversations on leadership and high-level execution.About MaryMary Becker joined the MHF team in 2020 as the Chief Operating Officer. In her role, Mary is responsible for driving strategic planning and execution, operational excellence and ensuring an impactful experience for both the team members and clients. Mary brings an extensive Northwestern Mutual background after spending over 15 years providing strategic leadership to home office operational teams in underwriting, in-force servicing, and claims. Mary has an MBA from Marquette University, a BS in Psychology from the University of Wisconsin-LaCrosse and holds her RICP licensing.Mary and her husband Marc live on the East Side of Milwaukee, have two college age children who both attend the University of Oregon. While not at work, or visiting her kids, Mary can most often be found outdoors – either running, playing golf or attempting to walk her two Labrador retrievers.Connect with MaryLinkedInWebsiteAbout Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
The AI era presents a choice for data professionals: wait to see what happens to your role, or get ahead of it and decide what it becomes. Nicholas Kelly made that choice two years ago, when a client told him ChatGPT could do 50% of what he did. What followed is a masterclass in proactive career evolution.In this episode, Nick joins Dr Genevieve Hayes to explore how data professionals can evolve their skills for the AI era, what that evolution looks like in practice, and why their existing expertise puts them in a stronger position than they might think.You'll discover:1. How Nick evolved from dashboard consultant to AI architect [02:35]2. Why the data team's role is staying the same even as everything around it changes [06:43]3. How AI is enabling data professionals to build software that used to require a development team [12:11]4. The best first project to build if you want to develop your AI skills [25:08]Guest BioNicholas Kelly is the co-founder and Chief AI Architect of Delivering Data Analytics, a consultancy that helps organisations turn data, BI, analytics, and AI into confident decisions people actually act on. He is also the author of Delivering Data Analytics, How to Interpret Data and the recently released The AI-Driven Data Team.LinksNicholas's WebsiteConnect with Nicholas on LinkedInConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE
This week, I'm joined by Taylor Welch: a yoga teacher, breathwork facilitator, and coach who blends sacred wisdom with modern science to guide women back to their wholeness.Taylor opens up about the 30-day joy experiment she gave herself after realizing that joy felt genuinely unsafe in her body, and what happened when she decided to let joy lead her decisions instead. We talk about why so many of us are wired to orient toward pain, what gets in the way of actually receiving joy, and the small everyday practices that can start to bring it back
Today we challenge the common habit of waiting for someone to “look ready” before investing in leadership development, and we argue that early exposure is often what creates the aspiration to lead. Kristin reflects on formative moments from her career and shares a simple stewardship mindset for building a stronger leadership bench as your firm grows.Key topics discussed in this episode:• Why leadership development often starts too late• How exposure to leadership can create vision• What happens when growth outpaces personal coaching capacity• The risk of keeping an underperforming leader in placeFollow Elite Achievement for more conversations on leadership and high-level execution.About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
For data scientists, getting a project approved is a sale. It might not feel like one and money might not change hands, but the dynamics are exactly the same. And like any sale, it goes a lot better if you go in with a plan.In this Value Boost episode, Blair Enns joins Dr Genevieve Hayes to explore how data professionals can use the Four Conversations framework to sell their expertise more effectively, whether as independent consultants or as employees within organisations.You'll discover:Why reputation is the most powerful sales tool a data professional has [04:33]How to stop behaving like a vendor when you're trying to sell expertise [05:09]Why the value of your work resides in your stakeholder not in you [09:53]The single question that unlocks what your stakeholder truly values [12:13]Guest BioBlair Enns is the founder of Win Without Pitching, the leading authority on selling and pricing for expert advisors and practitioners. He is also the author of The Win Without Pitching Manifesto and The Four Conversations: a New Model for Selling Expertise, and is the co-host, with David C. Baker, of the podcast 2Bobs: Conversations on the Art of Creative Entrepreneurship.LinksConnect with Blair on LinkedInBlair's websiteConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE
We dive in and cover some sensitive topics that have come up since the "initial blast" of June 15th commits. Girls are panicking as to why they aren't committed yet and feeling like failures. Stories of horrible experiences at certain college select camps lead to us talking about how you can truly see what "program culture" looks like now and the programs always show their true colors eventually. We talk about sensitive topics in the world of volleyball recruiting for athletes to cope with and more.Support the showConnect with VB Adrenaline:Check out the websiteConnect with Darren on Instagram @vbadrenaline.comPS- Do you love this podcast? We would appreciate it if you could leave a rating and review for the show. This will help us continue to grow and spread the word about all the amazing things that are happening in the world of college volleyball. Don't forget to FOLLOW the podcast so you don't miss a single episode.
Today we break down what it really takes to share equity and build a multi-partner advisory firm without creating resentment or chaos. We talk through internships, trust, healthy conflict, and the long game of developing leaders who actually want the obligations of ownership.Key topics discussed in this episode:• Building an internship program to source future service and lead advisors• Keeping interns productive with real projects, fast onboarding, and clear SOPs• Why owners show up differently and why equity should be granted carefully• Designing a passage to partnership, including a two to three year evaluation window• Reframing collaboration as challenge without hostility and making feedback normalFollow Elite Achievement for more conversations on leadership and high-level execution.About LukeLuke was born and raised in North Idaho, growing up in a rural log cabin without electricity for much of his childhood. That upbringing taught him early on that wealth is more than money, but going without financially also gave him a deep appreciation for the stability financial security can bring a family. That dual perspective has shaped his approach to financial planning and enterprise leadership ever since.Luke earned a B.S. in Economics with a focus in Finance from the University of Idaho and began his career in 2002 as an intern at Northwestern Mutual in Seattle, WA. Over 23 years, he held nearly every field leadership position in the firm, leading a highly productive district office in Bellevue.In 2018, Luke stepped away from his Managing Director role to focus full-time on Pillar Financial Group, which he co-founded with Keith Foe and Kevin Kent. At the time, Pillar managed roughly $400 million in assets with a team of eight. Today, as CEO, Luke has helped grow the firm through disciplined organic growth and targeted acquisitions to 35 team members and close to $2 billion in assets under management. Pillar has since reaffiliated with Cetera Advisors, continuing to scale the firm's capabilities so it can deliver an exceptional client experience for generations to come.Connect with LukeLinkedInAbout Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Building genuine expertise takes years. And in the age of AI, losing it can happen gradually and almost invisibly, through small delegations that each seem reasonable in isolation but add up to something significant over time.In this episode, Blair Enns joins Dr Genevieve Hayes to explore how data professionals can use AI without compromising their hard-earned expertise and reputation.You'll discover:Why delegating to AI is always a trade-off [03:00]The crucial difference between writing to communicate and writing to think [08:40]Why you should orient yourself around the problems you solve [14:28]How to decide which skills are worth protecting and which to let go [17:49]Guest BioBlair Enns is the founder of Win Without Pitching, the leading authority on selling and pricing for expert advisors and practitioners. He is also the author of The Win Without Pitching Manifesto and The Four Conversations: a New Model for Selling Expertise, and is the co-host, with David C. Baker, of the podcast 2Bobs: Conversations on the Art of Creative Entrepreneurship.LinksThe Experts' AI ManifestoConnect with Blair on LinkedInBlair's websiteConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE
In this week's episode, I'm getting real about the emotional funk I've been in lately and the framework that helped me start to shift out of it.I'm walking you through the Emotional Triad, a tool that looks at three things that impact our emotional state: our physiology, what we're focused on, and what we're making things mean. I share what this has looked like in my own life recently and the small shifts that have already started to make a difference.This isn't about fixing your emotions, it's about learning to work with them❣️Additional resources:FREE Resource: Breathwork BasicsSign Up for a Breathwork PackageGet the Relationship Anxiety Toolkit hereVisit my websiteConnect with me on Instagram
Fresh off facilitating at the seventh WeDeepen Love Immersion, host Christina Weber sits down with master coach, intimacy teacher, and professional dominant Yossef Sagi for his first video appearance on the podcast. Together, they unpack how sexuality operates as a primary crucible for confronting deep-seated shame and stepping into radical self-acceptance. From auditing your internal impulses across the "four chambers of desire" to navigating the hidden landmines of modern friendships, this episode is a tactical masterclass in mastering your sexual energy, setting ironclad boundaries, and transitioning from instant gratification to long-term relational fulfillment. Main Topics Covered Shame vs. Sovereignty: Why sexuality is the ultimate arena for confronting internal shame ("bad about who I am") and returning to full self-expression. The Interplay of Love and Discernment: Why true love requires a balance of mercy and rigorous boundaries, acting as a direct antidote to unchecked projection. Can Men and Women Just Be Friends?: Dissecting the gender boundaries of non-sexual intimacy and reframing the psychological trap of the "friend zone." Conflating Intimacy with Sex: How a cultural lack of emotional vulnerability leads men to mistake structural or platonic care for a sexual invitation. The "Four Chambers" of Desires: A holistic framework for auditing your impulses across the Mind, Heart, Body, and Genitals before saying yes to a partner. Separating Desire from Request: A game-changing communication tool that honors your internal truth while giving the other person zero pressure to fulfill it. The Deconstruction of Threesomes: A deep, psychological examination of the "unicorn" dynamic, male entitlement, and the widespread lack of erotic imagination in society. Decentering Men: How custom kink immersions, impact play, and specialized boundary training help women anchor into their terms before entering relationship containers. Key Takeaways Boundaries Are an Ingredient of Love: Firm boundaries around consent, sobriety, and expectations are not limitations; they are the very scaffolding that creates psychological and somatic safety. Desire Is Valid Independent of Fulfillment: By learning to separate your desire from an active request ("I want to kiss you" vs. "Can I kiss you?"), you keep your erotic fire alive without fearing rejection or imposing expectation. Own Your Energetic Field: True safety is cultivated when a man can master, contain, and embody his sexual energy internally rather than constantly projecting it onto the environment as a demand. The Three Stages of Erotic Learning: Navigating the evolutionary continuum from Stage 1 (Innocence/Blind Trust) to Stage 2 (Armored/Protection) to Stage 3 (Skilled/Reclaimed Vulnerability). Connect with the Guest Instagram: @yossefsagi Website: Connect with Yossef for bespoke immersions, private shadow mapping, and individual/couples coaching through his social portal or directly via the WeDeepen network. YouTube Music Connect with the Host Website: wedeepen.com Instagram: @christinaweber True co-regulation and soulful human connection cannot be outsourced to technological platforms or AI. If you are ready to bring your shadow into the light and upgrade your intimacy toolkit, follow this podcast, like this video, and share it with someone you respect. Take your place in the arena and apply to join our ongoing ecosystem at wedeepen.com!
Many patients with chronic, complex conditions feel like they've tried everything, yet they're still searching for answers. In this episode, I sit down with Dr. Mike Powell, a board-certified functional neurologist with more than 30 years of clinical experience, to explore why traditional approaches often fall short and what it takes to successfully care for patients whose symptoms don't fit neatly into a single diagnosis. We discuss the importance of looking at each patient with fresh eyes, simplifying complexity, and building a personalized strategy instead of relying on one-size-fits-all protocols. From functional neurology and Parkinson's disease to concussion recovery, sleep, and the foundations of chronic illness, we examine why lasting progress begins with understanding the individual, not just the diagnosis. We also dive into the role of patient preparation, clinical thinking, and the therapeutic relationship, offering practical insights for both healthcare professionals and anyone navigating a complex health journey. If you've ever felt stuck, overwhelmed by conflicting advice, or wondered why nothing seems to work, this conversation offers a thoughtful perspective on what it really takes to move forward. Key takeaways: Complex patient cases often demand a personalized, fresh approach distinct from standard medical protocols. Preparation and understanding in patient-practitioner interactions are crucial for addressing chronic conditions effectively. Sleep, exercise, and foundational health factors play pivotal roles in managing and improving complex conditions. Hope and empathy significantly enhance the therapeutic process and patient commitment. Patients should resist the temptation of pursuing multiple simultaneous treatments and find credible, caring practitioners. More About Dr. Mike Powell: Dr. Mike Powell integrates brain science and chiropractic care to help patients with complex neurological and musculoskeletal conditions. His practice serves individuals with clear neurological diagnoses—such as ADHD, Parkinson's disease, neuropathy, traumatic brain injury, multiple sclerosis, and migraine—as well as those whose symptoms remain confusing, persistent, or unresponsive despite working with multiple skilled providers. Dr. Powell teaches doctors and therapists how to efficiently and effectively incorporate brain‑based clinical strategies into their practices. He has served on state association and regulatory boards, taught as faculty with the Carrick Institute, and has presented at more than 500 professional events. He has a passion for helping providers elevate their clinical impact. A second‑generation Doctor of Chiropractic, Dr. Powell practices alongside his wife, Kourtne, in Cedar Rapids, Iowa. Website Connect with me! Website Instagram Facebook YouTube
Today we step back from the daily rush and face a simple coaching question that exposes how well we're actually building for growth. Learn why “working on the business” gets postponed and how small, focused actions can quietly shape the future of the firm.Key topics discussed in this episode:• The coaching question that reveals your current leadership focus• The difference between work tied to deadlines and work tied to growth• Practical examples like documenting processes and redesigning the calendar• Why leaders have to create time instead of waiting to get caught up Follow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
AI misinformation is a new problem. Misleading data is not. Long before anyone had heard of a hallucination, organisations were making bad decisions based on cherry-picked statistics, misunderstood averages, and numbers that confirmed what decision-makers already wanted to believe.In this Value Boost episode, Derek Gibson joins Dr Genevieve Hayes to explore how data professionals can help their stakeholders become better data sceptics and avoid being duped by misleading data long before it ever reaches an AI.In this episode, you'll discover:1. The timeless data traps that catch even experienced decision makers [01:56]2. How to arm your stakeholders with the right questions to push back on data [07:57]3. Why confirmation bias is the most dangerous data vulnerability in any organisation [09:20]4. What it means when an analytics team is asked to confirm a decision rather than inform one [13:24]Guest BioDerek Gibson is a decision scientist, analytics educator, and has recently wrapped up his long career in financial services at Wells Fargo. He serves on the Wake Forest University MS Business Analytics Advisory Board. He is also a co-author of Data Duped: How to Avoid Being Hoodwinked by Misinformation and author of the upcoming Data, AI, and the Noise: Searching for Truth in Information and Algorithms.LinksConnect with Derek on LinkedInDerek's websiteConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE
improve it! Podcast – Professional Development Through Play, Improv & Experiential Learning
In this episode of Workday Playdate, Erin sits down with Catharine Savage to explore why failure might not be something to avoid after all. As an improviser, facilitator, educator, and performer, Catharine has spent years helping people discover that growth often lives on the other side of discomfort.If you've ever avoided taking a chance because you were afraid to fail, this conversation offers a refreshing perspective on why mistakes can actually be fun.Inside This Episode:Why We Fear Failure So Much: Catharine and Erin unpack the stories we tell ourselves about failure and explore why so many high achievers struggle to take risks in the first place.How Improv Changes Our Relationship with Mistakes: Drawing on her experience with The Second City and years of facilitating workplace workshops, Catharine shares how improvisation helps people build resilience, adaptability, and confidence through experimentation.The Surprising Joy of Failing: Failure doesn't have to mean defeat. Catharine explains how reframing mistakes as data, stories, and opportunities can transform both our careers and our lives.Building Psychological Safety Through Play: Erin and Catharine discuss why teams that normalize mistakes are often the most innovative, collaborative, and successful.Taking Yourself Less Seriously: Some of the best learning happens when we let go of perfectionism. Catharine shares practical ways leaders can create space for humor, curiosity, and growth even in high-pressure environments.What to Do Now:Try Something You're Bad At: Pick one small activity this week that feels uncomfortable or unfamiliar. Give yourself permission to be a beginner and notice what you learn.Celebrate a Recent Mistake: Reflect on a recent failure or setback. What did it teach you? Share the lesson with a colleague or friend.Practice "Yes, And" Thinking: The next time something doesn't go according to plan, challenge yourself to ask, "Yes, this happened...and what might be possible now?"About the GuestCatharine Savage is a facilitator, educator, improviser, and performer with extensive experience helping individuals and teams build communication, adaptability, and leadership skills through the principles of improv. She performs with The Second City National Touring Company and facilitates professional development experiences through The Second City Works, bringing humor and humanity into workplaces across industries. In addition to her performance work, Catharine teaches and coaches others to embrace experimentation, navigate uncertainty, and find growth through failure. Before pursuing improv professionally, she worked in consulting and sales enablement, giving her a unique perspective on the challenges leaders face in today's workplace. Catharine is passionate about helping people become more resilient, collaborative, and willing to take risks—both on stage and at work.Your FreebieHow do you lead through failure and uncertainty?Today's workplace demands adaptability, creative problem-solving, and leaders who can navigate uncertainty without freezing in perfectionism.This quick quiz will reveal your unique approach to failure and uncertainty, plus give you simple ways to strengthen your adaptability muscles and help your team thrive when things don't go according to plan.Connect with Catharine SavageCatharine's InstagramCatharine's LinkedInCatharine's websiteConnect with Erin Diehl x improve it!Leadership Playground online membership communityErin's websiteErin's InstagramErin's TikTokErin's LinkedInimprove it!'s websiteimprove it!'s InstagramFor more information on improve it! visit www.learntoimproveit.com. Connect with Erin Diehl
Today we talked with Socium Advisors founder and CEO Scott Underwood about the moment he decides to either become a real CEO or hire one, then commits to building the leadership skill set. He shares how a planning-first model and serious investment in people help drive growth from roughly $500M to nearly $5B AUM.Key topics discussed in this episode:• Building written comprehensive financial plans so products serve the plan• Creating an organization to deliver high-quality service at scale• Hitting the CEO inflection point and committing to leadership growth• Delegating with clarity so teams get real professional autonomy• Reducing micromanagement to build trust and performanceFollow Elite Achievement for more conversations on leadership and high-level execution. About ScottScott Underwood is the Founder and CEO of Socium Advisors, where he leads with a simple belief: the employee experience drives the client experience. Under his leadership, Socium has grown from an insurance-focused practice into a nationally recognized advisory firm serving individuals, families, and businesses through comprehensive financial planning.Scott began his career with a Northwestern Mutual internship in 1991 and was recognized as a Top 10 Intern for three consecutive years, including one year as the top intern in the company. As the industry evolved, Scott expanded his vision and built a firm centered on partnership, long-term relationships, and exceptional client service.Today, Scott is consistently recognized as one of the top advisors in the country, earning honors such as the Barron's Top 1200 Advisors award and the Forbes Financial Security Award. He also serves on the Forbes Finance Council. Throughout his career, Scott has remained committed to helping clients navigate complex financial decisions while building a culture where both team members and clients can thrive.Connect with ScottLinkedInInstagramWebsiteAbout Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Send us Fan MailSpecial Guest:Sarah K. Butterfield, Author, Podcaster & Ministry DirectorQuestion of the Week:Life is so busy for parents, and especially for moms and maternal figures. What does it look like to cultivate spiritual practices in the middle of busy “mom life”? How can spouses and partners support moms so they have time for their own spirituality?Sarah's InstagramSarah's websiteConnect with God QuizLove Like a Mother by Elizabeth BergetFor Listening Guides, click here!Got a question for us? Send them to faithpodcast@pcusa.org! A Matter of Faith website
AI doesn't lie - at least, not intentionally. It just sounds completely confident while filling in the gaps with whatever seems most plausible. And in a world where AI outputs are increasingly being used to inform high-stakes decisions, the ability to spot what's wrong, before it reaches a stakeholder, is becoming one of the most important skills a data professional can have.In this episode, Derek Gibson joins Dr Genevieve Hayes to share practical strategies for identifying unreliable AI outputs and building the defences necessary to keep AI-generated misinformation from reaching your stakeholders.In this episode, you'll discover:Why AI is not a truth tool and what that means for how you use it [03:21]The red flags that signal an AI output shouldn't be trusted [12:21]A simple prompting habit you can develop to reduce AI mistakes [16:13]Why the skill of verifying AI outputs is one you need to build yourself [24:25]Guest BioDerek Gibson is a decision scientist, analytics educator, and has recently wrapped up his long career in financial services at Wells Fargo. He serves on the Wake Forest University MS Business Analytics Advisory Board. He is also a co-author of Data Duped: How to Avoid Being Hoodwinked by Misinformation and author of the upcoming Data, AI, and the Noise: Searching for Truth in Information and Algorithms. LinksConnect with Derek on LinkedInDerek's websiteConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE
This week, I'm joined by Kira Matthews - coach, speaker, and the creator of Pitch School. She helps people unlock their most confident selves so they can go after the dreams they once thought were impossible.We dig into the inner critic and how it shows up to keep us small, why asking for what we want is so often harder than it should be, and how reframing rejection can completely shift the way we move through life. This conversation is a reminder that audacity doesn't have to be loud or extreme, sometimes it can be found in doing the little things that we've been putting off❣️Mentioned in the episode:Follow Kira on InstagramKira's websiteAdditional resources:FREE Resource: Breathwork BasicsSign up for Private Coaching & Breathwork PackageGet the Relationship Anxiety Toolkit hereVisit my websiteConnect with me on Instagram
Have you ever wondered why leaders with average ideas often outperform leaders with great ideas? The answer is by executing with focus and consistency. In this Elite Insights episode we break down three specific ways execution fails inside growing firms and the questions we use to get teams back on track.Key topics discussed in this episode:• Choosing one or two needle-moving actions and staying with them• Reviewing metrics without asking “so what” and deciding what changes• Turning reports into decisions, owners, and next actions• Using activity and consistency to build repeatable results Follow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
Today we talk through the moment leaders realize something is off on the team and why waiting usually makes the situation worse for everyone. We lay out a practical way to separate performance issues from role design problems so you can hire, coach, or make a change with clarity.Key topics discussed in this episode:• The hidden team cost of delaying tough conversations• Separating performance problems from culture fit issues• Aligning job descriptions with market compensation• Considering fractional help when revenue cannot support senior hires• Keeping the selection process tight and comparing candidates consistentlyFollow Elite Achievement for more conversations on leadership and high-level execution. About ClaireClaire Myers Vitale is the Founder of Claire Myers Consulting, a Sonoma-based talent firm specializing in wealth management and companies that are in hyper-growth mode. Their mission is simple: Connect businesses with top-tier talent through integrity-driven, fair, and innovative recruiting strategies.Claire spent 10 years with Northwestern Mutual in a recruiting and coaching capacity. She rounded out her tenure with the firm sitting on the Executive Team of Northwestern Mutual San Francisco and serving as their Chief Recruiting Officer.She holds an MBA from Alverno College, is a Master Certified Coach, and is certified in Organization Change Management through Prosci. Claire is also recognized in the Kitces Advisor Services Map.Claire is a proud foster parent and lives in Sonoma, CA with her husband Jon, who is a firefighter, their daughter, and three loving dogs. She also owns a Co-working space downtown Sonoma with another business owner - if you are ever in Sonoma, stop by and say hello!Connect with Clairehttps://www.clairemyersconsulting.com/About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
improve it! Podcast – Professional Development Through Play, Improv & Experiential Learning
In this episode of Workday Playdate, Erin sits down with Kelly Burlage, Chief Human Resources Officer at Lineage, to explore how our relationship with failure changes as we grow in our careers. From early-career mistakes that feel world-ending to high-stakes leadership decisions that impact entire organizations, Kelly shares why failure is something to learn from.If you've ever found yourself replaying a professional setback or questioning whether you're ready for the next level, this conversation offers a refreshing perspective on resilience and leading through uncertainty.Inside This Episode:Why Failure Evolves as Your Career Grows: Kelly shares how her definition of failure has shifted throughout her career and why the challenges that once felt devastating often become the foundation for future success.The Leadership Lessons Hidden Inside Setbacks: Not every failure feels productive in the moment. Kelly reflects on how some of her most difficult professional experiences ultimately accelerated her growth and strengthened her leadership.How to Lead Through High-Stakes Misses: As leaders advance, mistakes become more visible and carry greater consequences. Kelly discusses how to navigate setbacks without losing trust, momentum, or confidence.Balancing Innovation with Smart Risk-Taking: Growth requires experimentation, and experimentation comes with the possibility of failure. Kelly explains how data, curiosity, and calculated risks help organizations move forward without becoming paralyzed by fear.Creating a Culture Where People Can Learn from Failure: In industries where precision matters, psychological safety still matters. Kelly shares how leaders can create environments where people feel empowered to take ownership, learn, and improve.What to Do Now:Revisit an Old Failure: Think about a professional setback from earlier in your career that still makes you cringe. What lessons did it teach you that success couldn't have?Audit Your Current Response to Failure: Ask yourself whether you're approaching today's challenges with outdated fears or limiting beliefs that no longer serve you.Look for the Lesson, Not the Label: The next time something doesn't go as planned, resist the urge to immediately call it a failure. Instead, ask: "What is this experience teaching me?"About the GuestKelly Burlage is the Chief Human Resources Officer at Lineage, the world's largest and most innovative temperature-controlled logistics provider. She leads enterprise-wide people strategies that align business growth with operational excellence while fostering a culture of inclusion, collaboration, and high performance. With more than two decades of global HR and talent leadership experience, Kelly has built and scaled high-performing teams across complex, high-growth organizations. She is known for delivering innovative, data-driven people strategies that drive meaningful business results. Kelly is a Korn Ferry Certified Coach, a Leading Women Executives alumna, and has been recognized among TAtech's Top 100 Most Influential Talent Acquisition Thought Leaders.Your FreebieHow do you lead through failure and uncertainty?Today's workplace demands adaptability, creative problem-solving, and leaders who can navigate uncertainty without freezing in perfectionism.This quick quiz will reveal your unique approach to failure and uncertainty, plus give you simple ways to strengthen your adaptability muscles and help your team thrive when things don't go according to plan.Connect with Kelly BurlageKelly's LinkedInLineage's websiteConnect with Erin Diehl x improve it!Leadership Playground online membership communityErin's websiteErin's InstagramErin's TikTokErin's LinkedInimprove it!'s websiteimprove it!'s InstagramFor more information on improve it! visit www.learntoimproveit.com.
This week, I'm joined by Tori Lutz, a spinal energetics practitioner and a transformational mindset & somatic coach who spent two decades in talk therapy before discovering that healing her anxiety required getting out of her head and into her body.We talk about why so many of us get stuck intellectualizing our experiences, what it actually means to "feel it to heal it," and the difference between identifying as an anxious person versus simply having moments of anxiety (a shift that has been completely transformative for both of us).This conversation is for anyone who has ever felt like they *know* all the things but nothing is actually changing - and is ready to explore a different way in
Making a change on your team can feel emotionally brutal, especially when hope, doubt, and logistics collide. Listen to this short episode to explore the hidden costs of hesitation and why choosing a direction helps me lead with more clarity.Key topics discussed in this episode:• The emotional energy drain of waffling back and forth• Why performance often improves when you start questioning fit• How indecision creates irritation, rumination, and stalled focus• How workarounds, overchecking, and reluctance to delegate slow growth• Choosing between two hard options rather than waiting for certaintyFollow Elite Achievement for more conversations on leadership and high-level execution. About Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn
After years of advising CEOs and senior leaders, she's learned that the higher you climb, the more the same human stuff shows up: insecurity, miscommunication, fear of failure, and avoiding the conversations nobody wants to have. In this episode, Erin sits down with the self-proclaimed "C-Suite Whisperer" , Paru Radia, to talk about tough conversations, turning adversity into an advantage, and why standing still might be the riskiest thing you can do. Along the way, Paru shares lessons from her own journey and her no-BS coaching style. Some of the things you'll hear are: -Why Paru actually loves tough conversations (and how to stop dreading them) -How being bullied, underestimated, and treated like an outsider became her superpower -Why "magic happens in momentum" If you've ever felt stuck, overlooked, or unsure of your next move, this episode will challenge how you think about growth, leadership, and success. Check out Paru's Website Connect with Paru on LinkedIn Book Erin to speak Ready to modernize your culture, liberate your leadership, and differentiate your business without sounding like every other company on LinkedIn? Bring Erin Hatzikostas in to show your team how authenticity can become an actual strategic advantage, not just another corporate buzzword. Book Erin to Speak If you'd like quick tangible tips and practical corporate career advice to level up your authentic leadership, download the 10 simple "plays" to stop selling out and start standing out at https://bauthenticinc.mykajabi.com/freebie If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration! - Follow Erin on LinkedIn or Instagram - Take our simple, fun and insightful"What's your workplace superhero name?"quiz - Unleash your Authentic Superpower with Erin's book,"You Do You (ish)" -Throw out half the playbook and start competing in a league of your own. Check out Erin's book, The 50% Rule. -Work with Us -Or just buy some fun, authentic, kick-ars merch here To connect with Erin and/or Nicole, email: hello@bauthenticinc.com DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsustainable for younger audiences. Tweetable Comments "Don't self-filter and be apologetic about something. It is what it is. "If you are not confident about the things that you don't like about yourself, you are giving people ammunition to also dislike you. Just own it." "Magic happens in momentum." "The magic won't happen if something is standing still. You need other things to happen for the reaction to happen, which equates to magic." Editor's note: This transcript has been edited for clarity, readability, and length while preserving the core conversation and key teaching moments. In this episode, Erin talks with executive strategist Paru Radia about how to navigate tough conversations at work, communicate with more clarity, own the messy parts of your story, and use momentum to create real career growth. Their conversation covers executive coaching, leadership communication, performance reviews, workplace conflict, career transitions, and the real-life messes behind success. Transcript Why Paru Calls Herself the C-Suite Whisperer Erin: You call yourself the C-Suite Whisperer. If I saw that on a page without knowing you, I might side-eye it. But after meeting you, I thought, "Oh my gosh, she totally is." Where did that come from? Paru: I was talking to a client a few years ago, describing what I do without making it sound too prescriptive. I was explaining how I listen, question, translate, and help executives understand what is really happening. I thought of the show Ghost Whisperer, where someone translates what ghosts are saying to the people who cannot hear them. I realized, "I do what she does, but for executives." So I said, "I'm a C-Suite whisperer." She completely got it. A week later, she told someone she had hired a C-Suite whisperer, then wrote about me on LinkedIn using that phrase. So I thought, "I guess that's what I am." Erin: I love that idea of translating between what someone says and what people actually hear. What gets mistranslated the most when you are working with executives? Paru: Intention. And that applies to everyone. People are often so busy thinking about themselves, what they mean, and what they think other people are hearing that they miss how the message is actually landing. I do not mean that in an arrogant way. No matter how senior you get, it is the same stuff with more at stake. It is the same insecurity, the same miscommunication, the same desire for the business to be successful, the same desire to look good, be liked, be understood, be seen, and be heard. We are all human. The stakes just get higher. How Childhood Shaped Her Ability to Read People Erin: I saw in another interview that when you were asked what time in your life you would change, you mentioned primary school and high school. What were those years like, and how did they shape the bold person you are now? Paru: I want to be careful with that answer. I am really happy in my life now, and I know I would not be where I am today without everything I experienced. But if I could still be where I am today and remove some of the pain from those years, I would. I grew up in a very conservative, traditional Indian household in the seventies and early eighties in racist Britain. We had bricks thrown through our window. We had racial slurs shouted at us. As a child, I had people on the street threaten me because I was Indian. It was scary. Some of that racism translated to school. I was made fun of for being Indian. I was also a chubby kid, so I was made fun of for that too. What happened was that it became safer for me to observe than to participate. It was safer to figure out where the next landmine was or where the next grenade might be thrown. That has worked in my favor now. I observe closely. I have a very keen eye and a very keen ear. I think some of that came from life circumstances that forced me to develop those skills. Erin: That makes so much sense. For people listening who have gone through challenges, trauma, or difficult experiences, how do they start to turn those things into a strength? Paru: First, be kind to yourself. And I do not mean that in a fluffy way. I mean dig deep and own everything about yourself. I am a big advocate of owning all of it. When I work with clients, I am their biggest fan, but I am also very direct. I often say that when you work with me, you will be punched and hugged at the same time. I am not soft. I will tell you things other people are too scared to tell you. I will tell you things you may not want to hear. But I am also there to catch you. I am not doing it to be mean. I am doing it to be real, so we can actually address what is happening. The first step is not self-filtering or apologizing for what is true. If something happened, it happened. If you messed something up, own it. If you do not like something about yourself, name it. Many people start to malfunction when they are not being who they really are. When you try to cover something up or perform as someone else, it creates friction. It is what it is. Own it. If you are not confident about the things you dislike about yourself, you give other people ammunition to dislike those things too. Own them. There are things about me I do not think are fantastic, but I love them anyway. It has taken me a long time to get here. Why Tough Conversations Matter Erin: One thing I wanted to talk to you about is tough conversations at work. The employee who is not performing. The job elimination. The numbers that are not hitting forecast. A lot of smart, capable people want to crawl under their desk when it is time to have those conversations. What advice do you give them? Paru: I love tough conversations. Erin: Why? Paru: Because they are the beginning of something different. Once you have the tough conversation, something is going to change. It might be an action, a perception, or a mindset, but something shifts. I am all for change. I challenge the status quo all the time. I am always looking to be better, do better, and grow. I want that for my clients too. When it comes to tough conversations, language is incredibly important. If I were giving general advice, I would say: get out of your own head and be factual. Avoid making everything about "you," because that can sound aggressive. Keep it business-focused. Ask questions. Do not go straight into the conversation without understanding the other person. Be genuinely curious. I start many difficult conversations by asking for the person's understanding of the topic first. That way, we are on the same page. Then I can share my definition or perspective. That moves me from being opposite them to being next to them. It becomes, "This is how I am looking at it. How are you looking at it?" Then I stay factual. I might say, "The business needs this. The problem we have is this. What do you think we could do about that?" If their answer is not feasible, I might say, "Here is what I am thinking. What are your thoughts on that?" Behavioral issues are different and need more specific examples, but in general, curiosity, clarity, and facts matter. How to Approach a Performance Conversation Erin: Let's use an example. Joe is a project manager. He has moments of brilliance, but he is inconsistent. Sometimes he solves a big problem. Other times, he makes promises he cannot deliver, or his work is not good. How would you coach someone to have that conversation? Paru: There is a lot I would want to understand first. I would want to know what is going through Joe's mind when he performs well, and what is going through his mind when he does not. I would ask whether Joe agrees with the assessment that he is inconsistent. Does he think he is not performing well? What does "well" look like to him? What outcome does he want? I am very outcome-focused. I always ask, "What outcome are you looking for?" Then we work backwards. Many people start from where they are and move forward, but ego and fear get in the way. They think, "I do not want to look bad. I do not want them to think this. I do not want to say that." As a kid, I never saw the point of doing a maze by constantly hitting walls. I would start in the middle, draw the path backwards, and say, "This is the way to get there." I approach coaching the same way. When we start with the outcome, ego becomes less of a problem. We can say, "If you want that outcome, it will take this. You will need to say this. You will need to do that." Once the person can see the outcome clearly, they are usually willing to put their ego aside because they know what they are aiming for. Erin: So with Joe, instead of starting with, "How do you think you are doing?" you would start with what he wants? Paru: Yes. If Joe says, "I want a promotion," I would ask, "What do you think it would take for that promotion to be awarded to you?" He might say he needs to perform at a certain level. Then I would ask, "What would it take to perform at that level?" We would look at relationships, technical ability, consistency, communication, and everything else involved. If relationships are part of the issue, I would ask, "What would your relationship with your boss need to look like?" I do not call myself a coach. I am an executive strategist. Coaching is part of what I do, but I am also opinionated and will share my perspective. I do not do that upfront. I want the client to get there first, but if they do not, I will share what I see. So I might say, "To me, it sounds like your boss needs to see this, this, and this. Right now, you are not showing it. What can we do to make sure you show that?" Why Clarity Changes the Conversation Erin: I love that because so many people go into reviews and ask broad questions like, "How do you think you are doing?" But that can feel like a trap. Paru: Exactly. I like asking a lot of questions to get clarity. Clarity is the first word on my website because it matters so much. When there is clarity, you can have conversations without obsessing over, "What are they going to think? How are they going to take it? What if they do not understand me?" If someone asks me a question that is too broad, I usually do not answer it right away. I ask for context. If someone asked me in a performance review, "How do you think you are doing?" I would either break the answer into categories or ask, "Is there a specific context for that question, or is there a category you would like me to focus on first?" That way, I know I am answering the question they are actually asking, not the question I think they might be asking. Erin: That is such a useful takeaway. If someone asks a question that feels too big or like a landmine, you can ask for clarity. You can say, "Are you asking about my attitude, my deadlines, my communication, or something else?" Paru: Yes. It gives everyone a better chance of having the real conversation. Preparing for High-Stakes Business Conversations Erin: Let's say someone is going into a quarterly business review with their boss, the CFO, and other senior leaders. The business has missed revenue numbers three months in a row. Most people would dread that conversation. How would you advise them to go into it? Paru: If there is going to be a tough conversation with a group, I would get to the audience before they are all in the same room. Relationships are easier one-to-one. If there are four senior stakeholders in the room, I would try to speak with each one individually beforehand. I want to know what I am walking into. I want to be able to predict what is coming my way. If I can preempt some of that through individual conversations, I am better equipped to have a potential solution, even if I have not fully actioned it yet. I might still get hurt a little, but I am less likely to get destroyed by the meeting. Erin: So you would have those pre-conversations, understand the feedback and questions, and make sure the missed numbers are not a surprise. What else? Paru: I would want to know why the numbers were missed. What went wrong? How can it be fixed? How can you make sure it does not happen again? What will you do differently? How do you feel about it? Then I would help the person take ownership of the parts they are responsible for. I would help them own the mistakes with confidence instead of becoming defensive. No one wants to deal with someone who is defensive. The audience is already taking care of themselves. They do not have time to take care of your defensiveness too. Go into the meeting understanding the problems, owning the mistakes, and bringing possible solutions. Why Magic Happens in Momentum Erin: You said something that caught my eye: "Magic happens in momentum." Tell us more about that. Paru: I had that as the screenshot on my phone for about a year. There is an old saying that standing still is the equivalent of moving backwards. Things move. Things change. People evolve. Time passes. If you are not moving, you are going backwards. Even if you are scared, do it anyway. Change will happen. You will grow. You will learn something. You might learn, "I do not like that," or "That did not work," but at least now you know and can move forward. I am a big fan of momentum. Standing still bores me. That is my personality. Some people love stability. I am not risk-averse. I like newness, change, and growth. Momentum creates that. Erin: When I read that, I thought about momentum in relationships too. Someone sends an email saying, "I loved your book," or "I loved your coaching session." There is a difference between responding three days later and capturing that energy in the moment. Paru: Yes. People are forgetful, and enthusiasm dwindles. If someone says, "I loved your book," and you respond a month later, they have already moved on to the next shiny object. The effort it takes to remind them how great you are becomes wasted energy. When there is energy, build on it. That is what improv taught me too. I did improv classes for a year, and so much of improv is about building on other people's ideas. Momentum works the same way. You do something, then the next thing, then the next thing. Magic is the result of action causing a reaction. If everything is standing still, nothing reacts. You need movement for the reaction to happen. The Expiration Date on Favors Erin: For our listeners, especially corporate women in mid-career and up, momentum is so important in relationships and sponsorship. If a senior leader notices what you are doing or reaches out after a good meeting, grab that momentum. Paru: I have the same theory with favors. If you have done something for someone and they say, "Let me know if there is anything I can do for you," there is always an expiration date on that offer. If there is something they can genuinely do, do not waste the favor. But if there is something meaningful, ask while the momentum is there. They have just experienced the good feeling of what you did for them. That feeling will dwindle. People get distracted. Later, they may still help, but it is harder. Erin: A body in motion tends to stay in motion. Paru: Exactly. The Messes Behind Successes Erin: I want to talk about your book, Messes Behind Successes. What is the premise? Paru: It is about navigating reality on your rise to the top. I am tired of reading books about unicorn billionaires. I am happy for them, but many of those stories sound like, "Life was tough, I lost money, then I was on the golf course with my dad's best friend and he invested in my business. Now look at me." That is great for them, but how does that help the rest of us? I do not have a rich dad. I do not have a golf course. I did not go to Harvard, and most people did not either. We hear success stories, but we rarely get a real how-to guide for navigating the mess on the way there. Mess is real. People get married. People get divorced. People move houses or countries. People get sick. People pass away. That is the personal side. At work, you may not get along with your boss. You may not get the promotion. You may mess up an interview, a meeting, or a target. You may be scared you are going to get fired. People do not talk enough about those moments. I am interviewing C-suite leaders who look very successful on paper, and many of them are successful and happy. But they had so much mess along the way. I want to share those stories so people do not feel alone, and so they have tangible examples of how to navigate real life and still make it. Erin: I love that. Those are the stories people need when they are wondering whether they should go for the career move, the big meeting, the executive job, or the new business. It is inspiring to hear how people got through the hard parts. Paru: Exactly. The mess is part of the story. Helping People Recalibrate in Career and Life Erin: Who is your ideal client? Who might be listening and think, "I would really benefit from working with Paru"? Paru: I work with executives in corporations, first-time CEOs, C-suite leaders, rising C-suite leaders, small businesses, startups, and multi-billion-dollar companies. I love working with first-time CEOs because they often do not realize how great they are, and I get to help them shine. I also work with individuals in transition. A lot of people come to me saying, "I want to do this," or "I want to do that," and I ask, "Why?" I really want to know why. About half the time, once they answer that question, they realize they have been working so hard for a dream that is no longer their dream. Their dream has changed. I love when those epiphanies happen. I like helping people in transition understand who they are deep down. Things happen along the way, and sometimes people need to recalibrate. Who are you today because of everything that happened, or despite everything that happened? What does today's version of you want? That is what I want to know, and then I want to help you get there. Where to Find Paru Erin: Where can people follow you and get more of your brilliance? Paru: The only social media platform I am on is LinkedIn. You can find me there as Paru Radia. You can also visit my website. I share a lot of my thoughts, stories, and lessons on LinkedIn. The book also includes many personal stories, including some I cringed while writing. But they are a big part of who I have become, how I think, and how I operate. Erin: Please promise me you will read your own audiobook. Paru: I absolutely will. Erin: Good. Your personality and authenticity need to come through in the audio version. Thank you for sharing your candor, your insights, and part of yourself with us today. Paru: Thank you for opening the door into your world and letting me in. It has been so much fun.