The Biz Bites for Thought Leaders podcast features business leaders of change talking about topics they’re passionate about, including their personal journeys. Listen as I share the stories behind their story.

Latest Podcast
Joanne Brooks
Navig8 Biz
Women’s Business Growth Mentor
Join us on Biz Bites for Thought Leaders with Joanne Brooks, an entrepreneur with 17 businesses and 20 years of experience. Joanne is on a mission to revolutionize how women access higher education and business growth, emphasising that a traditional degree isn’t necessary for success.
In this episode, Joanne discusses the importance of ongoing learning and coaching, and introduces her new platform offering affordable, comprehensive support for women in business. We’ll also explore the unique challenges and opportunities for women in business, highlighting Joanne’s initiatives through Navigate Biz and her championing of innovative MBA programs. Tune in!
Offer: Check out Joanne’s exciting offer to Biz Bites listeners here.
Why successful women never stop learning, accessing proven business advice and growth strategies with Joanne Brooks. Joanne is an old friend. We’ve known each other for a number of years, and today’s conversation is going to challenge everything you think about how business education should be for you, particularly for women in business.
She’s had a vast amount of experience across 17 different businesses from multimillion dollar ones to smaller ones. And here’s what makes this episode really special. Joanne’s revolutionizing how women access higher education and proving you don’t need a university degree to earn an MBA. If you’ve ever felt locked out of traditional education or wondered about alternative pathways to advance your business knowledge, this conversation is going to open your eyes to possibilities you never knew existed.
A wonderful episode of Biz Bites for Thought leaders that will change the way you think and add lots of value. Particularly for women in business.
Hello everyone and welcome to another episode of Biz Bites for Thought Leaders. Today’s guest she and I have been, I dunno how many years we’ve been corresponding back and forth a bunch. Quite a while. We’ve we’ve managed to, even though we’re in different cities, we’ve managed to sit down and have a meal together as well.
And it’s never quite materialized, but we think that’s gonna change in the very immediate future. So I guess I should start by welcoming you, Joanne, to the program. Thank you.
I’m so excited to be here. Finally on your point. Finally. Yay. It’s about time we made it happen. Yes. So for those that don’t know you, why don’t you give us a little bit of a, an explanation as to who you are and what you’re focusing on these days?
Yeah. Thank you. So Joanne Brooks. I’m based on the Gold Coast. I am the founder of Navigate bis which launched, gosh, nine years ago now. Can, I can’t believe it’s that long ago. I’ve been an entrepreneur for. Over 20 years. And in that time I’ve spent a lot of time in the education space. I’ve owned my own registered training organizations.
I’ve owned a ver variety of businesses. So if people ask me how many companies have I run or operated 17 in those 20 years, some of them are all at the same time. And Navigate Biz came about because I had a business that had rapid growth to 30 minute million in 24 months. That was crazy. But it took me 20 odd years to get to a point to be ready for.
It wasn’t one of those overnight successes but it also took me seven years to liquidate it, a a. A myriad of micro moments that caused a tidal wave to have us liquidate that and navigate biz popped up as a result of that. Today I work with women. I call myself the Circle Builder. It’s about bringing women together in circle to support them in their growth strategy, whether it’s, and Circle is a concept that’s.
Eons old, right? We’re very used to sitting in circle and supporting and guiding one another. And so for me, it has landed very nicely for me to have women understand that I’m bringing other women into. Their various businesses to support and guidance. I don’t know at all. One of the, yeah, you’ll be helping us and supporting us in that way as well about getting your story out and so on.
And circle Builder, business mentor, using all the things that I’ve learned all over those years to help and support women in business. That’s as short as I can do it for you. It is, it’s very short. And having known you for a little while now, I know that’s only kind of scratching the surface in some of the, in some of the things that you’ve been doing.
And I suppose I wanted to start off with that a little bit ’cause you touched on about being the registered training organization in the education field. And I think as opposed to where you are now in terms of coaching and that sort of area, this is as well, a lot of the things that you’ve been doing is more specifically in traditional education, I guess the MBA programs and other sorts of training and things.
Yes. So tell me a little bit more about this, that space and what you’ve been doing there.
So in the so I haven’t owned an RTO for that period of time, but I’ve certainly worked in them. I’ve been consulting to them. I have helped a number of organizations create their own. RTO help with audit, get ready for audit.
So that’s the place that I hang out at the moment from a consulting perspective outside of my mentoring. And for me, having been being a female and having run my own RTOs, you could also say that one of my niche areas is to help and support female led RTOs because I get what it is.
I get the compliance, I understand the complexity of it. It’s a ridiculously heavy compliant compliance heavy industry. And I rightly it’s not easy to become an RTO but I also understand that, there’s a lot of women out there who are navigating that, and it’s hard. Really hard, business is hard anyway, but the RTO space, I don’t need to be one, but I certainly help women who are in that space to be better RTOs.
Hmm.
For those, listen in and we always like to clarify the acronyms, registered training organization and post. People usually have heard of it, but I don’t think that people, most people actually really understand what it is and what the implications of it are and why on earth you would do it.
Because a lot of the time people e expect that training comes just from your traditional educational institutions, universities, TAFEs, that sort of thing. Yeah. But RTO kind of fits.
In between all of that.
Yeah, it is people will heard of will know it potentially as vocational education.
I know that’s a trade space. I know that’s a terminology that’s common overseas. To become a registered training organization is not an easy task. If we, to put context as to what it is we are the competitors to tafe. TAFE are the free. Government subsidized certificate one through to advanced diploma.
And there are over in Australia, which might surprise the audience here. There’s over 3000 private RTOs in this country. When most people, general public think, oh, I’m gonna go and do a certificate or diploma, I. I’ll go to tafe. That’s their, they feel that’s their only option if they find someone who’s dabbling in it.
Aren’t you tafe? I can’t tell many times I’ve been asked that question. So there’s the government one and then there’s private RTOs. What does it mean to become one? You have to, as I said, there’s heavy rigor in the compliance. And why is that? So we are educating people to take on an occupation.
If we put it into some to simple terms, if we’re teaching somebody on how to build a house, they are a laborer and then they’re building a house and then a three story house, and then a highrise and a shopping center. There’s, that goes from certificate one to advanced diploma. And so thinking about the complexities of what it would take to do that sort of construction.
There’s some very heavy education that needs to be passed on to that person to be authorized and to be able to apply for their license. So that’s a simple explanation that most people could probably relate to probably as most people live in a home.
I, yeah, absolutely. And I think it is a very simple and easy way to understand.
Standard. But I think there’s the next layer I suppose to that is, is yes, it makes sense that if you’re looking to become a builder and you want to build houses and you’ve gotta go and do that. Yeah. But we come to further education really, that also falls under this banner as well. And I think that’s an interesting space, particularly for women who are, maybe I’m being a bit.
Wrong here, but I seem to feel like there’s a lot that feel like they need to prove themselves and need more education. I don’t know whether that’s necessarily true. Yeah. But it feels that way at times. How is, am I right in thinking that?
Yes, I agree. I recently, which I shared with you the other day, I completed my MBA or two weeks ago.
And a lot of people went, wow, that’s such a lot, big effort and amazing, and all those sort of things, which it is like, it was I was very. Pleased to be able to complete it, but I’m someone who was never given the chance to go to university, so it was definitely a bucket list item for me. I’ve done a myriad of certificates and diplomas.
I do come across many women when I start talking to ’em about the higher education opportunity. And I guess we, again, default, just like looking at certificates, we default to TAFE when we are talking about degrees, we default to the traditional university spaces. That are out there and we’ve got the lovely thing about Australia, we have an amazing reputation of education.
The quality of the education is outstanding because we have such rigorous compliance and protocols that the government insists that we deliver under, which is a good thing because it’s good for the student. To get the depth of knowledge that they need to learn. But when I speak about the deli, the degrees that I’m bringing into Australia they’re via Deser Global Business School, which a good friend of mine has owned that business for about 17 years.
And the wonderful thing is, whilst he’s based outta the US and Aussie guy, he is, he has had these MBAs built to Australian standards. Because he understands the quality that implies. And I, what I know is, and we’ve seen it before, many people from overseas come to Australia to undertake higher education because of the quality.
And this is just a different option for women in business. What I love about it is nobody loves exams. I can’t take say anybody could put their hand up and say, yeah, give me a three hour exam, please. That would be amazing. I’d love that.
No thank you. No,
definitely not. You gotta get that stuff outta your head.
But what I absolutely love. And feel so relevant to entrepreneurs today and particularly my audience, female entrepreneurs, is that there are no exams in these particular MBAs. What you get to do is to work on your business as projects and produce projects that are based on your business. And so what has come, what has helped me to redefine my marketing message, my branding and my focus has been a direct relation to my completing my MBA Circle builder came out of my final project, rebranding came out of my marketing subject that I did.
So we all know we should work on our business, but we often don’t make the time to do that. So we’ve got a double whammy if you like. We can work on our business and build our skillset to be, to step into our C EShip is how I think of it. And that’s why I speak a lot about it for women in business.
And the awesome news is you don’t have to have a degree, which is why I was able to do it.
Yeah, I think the, these are all really important points and I think, the education system, a lot of people’s view of how it works is not actually the reality of how it works. Yes. And now’s not the time to get into it, but, certainly this pushed for the need to do the HSC is a good example.
There are ways and means around. Doing it getting the education without having to do that. Yes. There’s still ways you can get into university if you want to do that later on. Exactly. So there’s lots of opportunities as you’ve done. I guess the question as well is, I. There’s one thing in this sort of scenario that you’ve painted in terms of doing the MBA, because that scenario of course, is that there’s a bucket list of wanting to do it.
There’s the combining it with being able to work on your business, it ticks those boxes. Yeah. But there are a lot of people who’d be sitting there and going, I’ve got a university education already. Yep. I’ve been in business. We’ve got people working on the business. What’s the incentive to do an MBA does?
It does, and not just an MBA. There are other things that you can do. Of course. What’s the real incentive to do it? Is it. Is it for your own ego or is it because it’s actually going to help you get ahead in terms of achieving the next role? We’re talking about people who might be employed here.
Employed, yeah. Is it gonna, is it gonna put you ahead of the next person?
I genuinely believe so. Particularly the Deser Global Business School opportunity. And the reason is very simple. A no exams great. However, the people who’ve written these programs are entrepreneurs and traditionally our academic, our academia will write the degrees and the master’s degrees, all those sort of things in traditional university space.
So what Matt Jacobson from Deser Global Business School, who’s the owner he specifically sought. Entrepreneurs to help him write them. And the entrepreneurs that he’s got woven through in video interviews and the written content are people like our past prime ministers heads of state. The head of the CIA Goldie Horn, Desmond Tutu Julie Gillard, just to name a few of them.
And a lovely equal spread of men and women. But, if you’re gonna learn negotiation skills, who doesn’t wanna learn it from the person who’s been the head of the CIA, I think he’s got something to share. And so that, that piece was one of the main. Main reasons besides the bucket list for me, one of the main reasons why I wanted to go and do mine, because I wanted to hear what those people had to say.
I wanna hear Julia Gillard and how she navigated the tricky piece of the, the, we all remember the misogyny speech that she did and how she navigated that environment that many women face in corporate and or even in their own business. And I didn’t do it for the letters. The letters are going to be handy potentially if I’m going to go for tenders or corporate work, et cetera.
So as an entrepreneur it makes total sense. But what I see these programs are. Learn from these world leaders who are sharing their insights. And some people would say to me I can go and find them on YouTube, and absolutely you can. But I know that the interviews have been curated to meet the learning requirements of the subject.
And so they’re sharing their insights in negotiation skills. I, Goldie Horn, I always thought of her as the crazy ditsier actress. She has an amazing business mind and an amazing foundation that she has for women and children. So she’s somebody that go, wow, you, I’ve learned a bunch of things from you.
And we all learn differently. Video, audio, text. So it’s got all those through it. So for me, when I speak about it as an entrepreneur, for me, it’s the final piece to my pathway for entrepreneurs in what Navigate Office and I speak to women in business to say. We’ve worked on you. We’ve got your foundations right now, you are ready to grow and scale your business.
Let’s really step into your C EShip and let’s build your international network, your global network, learn critical thinking skills, learn problem solving, all those things that you need as a CEO of a business that you are gonna scale to whatever level. It doesn’t matter.
We hope you’re enjoying listening to the Biz Buys Podcast.
Have you ever thought about having your own podcast, one for your business where your brilliance is exposed to the rest of the world? Come talk to us at podcasts Done for you. That’s what we’re all about. We even offer a service where I’ll anchor the program for you, so all you have to do is show up for a conversation, but don’t worry about that.
We will do everything to design a program that suits you. From the strategy right through to publishing and of course helping you share it. So come talk to us podcast done for you.com au details in the show notes below. Now, back to Biz Bites.
We’ve worked on you. We’ve got your foundations right now, you are ready to grow and scale your business.
Let’s really step into your C EShip and let’s build your international network, your global network. Learn critical skills. Thinking skills, learn, problem solving, all those things that you need as a CEO of a business that you are gonna scale to whatever level, doesn’t matter. So I see it as a natural process, a natural endpoint, if it’s, if there’s going to be an endpoint in working with me, is that you need to do your MBA because of the, all those other elements, not so much the letters.
It’s not as important for me.
Yeah, and I think that’s, and it’s an interesting thing, isn’t it too, is it’s that we, this program is all about thought leadership. And I think to be a thought leader, you need to keep working on things you need to keep learning from other people. And you need to keep expressing your ideas.
I think that’s the important thing too, where, you can get stuck in this idea. And I think that’s the traditional educational model. Yeah. Where you do a bunch of things, you answer an exam, you’ve got something at the end of it, and it’s huh, what was the point of that? Which is exactly, sadly, what happens with a lot of degrees I.
Yeah,
indeed. Yeah.
But I think this whole concept of ongoing learning and challenging the way people think and talking and allowing them to talk to yes, that is so important, is what’s gonna help people stand out. And so the MBA and other such, courses is a culmination of where that might.
Take your mind land. Yeah,
exactly. Exactly. I remember speaking to a lady who enrolled in a an MBA with er and she was having challenges in securing a promotion in her. Particular business. And I said, I asked her, I said, have you shared with your employer? He knew. They knew she was doing the MBA, but have you shared what you are learning and how you are implementing it within your role?
And she said no, that would be a bit egotistical, wouldn’t it? I went. Absolutely not. And this is something that women struggle with a lot is I can’t go, oh, look at me. And it’s not about that. It’s about I suggest to, you should approach your manager or your boss because she’d been bypassed for a promotion when somebody with less experience, et cetera.
And I said, just think about. Think about this when you’re applying for a role, a lot of corporates, rightly or wrongly look for the letters, right? MBA and Bachelor’s and PhDs and all that sort of stuff. But do they ever look a bit deeper and go where did you get that from and what did you do to achieve it?
I said, what? What I would recommend you do is you write a paper about what projects you are working on, because some of the MBA programs through deser, you get to work on. Live global projects and I think at the time she was working on one for Disney. So how cool would it be to have on your resume that you’ve worked on a project in Disney and they’ve implemented it?
So she was an employee and it took a fair bit of convincing to have her. Step forward and share that because I, the way it is, men and women are women, men will tick three of this 10 criteria and go, yep, I’m gonna go for it. Whereas women just won’t naturally do that.
They find that pretty confronting. But when we looked at the criteria of the role and what she was learning in her MBA, I said, you are ticking boxes left and center. She said, but I haven’t finished yet. I said, doesn’t matter, you’re still you’ve, you’re passing subjects as you go. Take a big breath, have a go, and just, even if you just go and have a talk to the boss and say, these are the things that I’m learning and this is what I’m implementing in my role for you as an employee.
I never did find out how she went, but I, I don’t think that’s an unusual situation. Sad.
Yeah, it is. And I know what you mean. It’s being scared to have that conversation. ’cause you feel like you need to get to the end of it first to be able to do that. And then there’s, at the end of it, you think, oh, I need to get some runs on the board before I do.
And suddenly you’re 10 years down the track. No. And rather than having the conversation now, and I think that’s the important thing, what separates. Leaders ultimately is not being afraid to put yourself out there. You’re not always going to be right. Correct. And it’s also how you frame the conversation as well.
Yes. Having a conversation with the boss and saying, look, I am, in this particular case I’m doing an MBA, and these are some of the things I’m looking at. This is what I’ve been implementing and thinking about in the role. I’m interested in your opinion as well. Suddenly you are mixing it at an intellectual conversation Yes.
At a completely different level to what you were before. And that on its own is of value. Whether there is a position that you’re aiming for or not.
Exactly. And to take that to the next level. What does sir are always looking for. A larger organizations that have a team of executives or management, they, they would love to work with a team of management.
To work, to enroll, and then they will ask that organization, what project do you want them to work on for your business? That doesn’t cost that organization anything, but they might have outsourced that project to some of the large consultancy firms and spent many hundreds of thousands of dollars. But think how the return on investment for an employer to have a team, a cohort of staff working on a project for their business at the same time achieving their MBA game changer.
Yeah. It’s something we’ve spoken a little bit about on the program in the past, but investing in your team Yes. Is more and more important these days, I think. Exactly. Particularly in the face of AI and other things when you can invest in your team and that creativity and that ability to problem solve and think about things differently.
Which you can transfer to new things as they come along. The truth is that, the information that we’re dealing with today on how we navigate AI and where we use it in a business was not something we were thinking about really five years ago. In most businesses cases.
Certainly not 10, 20 years ago. No. For the majority of people. Now, there are some exceptions out there, by the way. Yeah. And I remember working with an organization probably 10 years ago that was already dealing with a, an ai. Yeah. Type situation. Very basic compared to what is out there today.
Yeah. But nonetheless, 10 years ago it was extremely advanced and we don’t know where we’re going to be. So being able to problem solve and understand these things is an incredibly important part. An organization and, pushing that with your team is rewarding.
Exactly. And the great news is for Deser, literally, I’m gonna say about two months ago, they launched their MBA in artificial intelligence through one of the European, university. So it went, oh my gosh, that’s something that I’m not gonna enroll straight away, but I figure I might do that next year.
Another one on the bucket list, another one
I went.
I’d love to learn more about that. Yes.
So let’s change tact a little bit because I know that the things like the MBA are the culmination of things, inspiration. It’s not necessarily where people are able to start, and I think that’s often, I. We don’t know what we don’t know as a lovely phrase.
Yeah. But it’s and I think a lot of people think that you only can learn on the job and pick things up that way. There’s often a gulf of people who. Don’t understand the value of coaching. Yes. And being enrolled in courses that are going to advance you, that are beyond the very simple technical things.
’cause I think most people think about that going, okay, I’ve gotta learn how to operate this machine so I’m therefore gonna do a course on how to operate this machine, use this piece of software, or whatever it might be. Yes. But your business or the business that you are working in is in of itself. A machine and multiple pieces of software, usually many liars.
And so how do you, how do you get people into the kind of program that you are running in the first place? In that? Do people have to put up their hand first? Do they have to know that this is something they wanted to do? Or are you spending a bit of time telling people that. This is something you should be thinking about.
Yeah.
I think as a business owner, I would be remiss in not talking it about it loud and proud. So I do that every day. And the main place I hang out is LinkedIn, but I also am very strategic that it’s, it cannot be the only place that I find clients. I. So for me, collaboration has been my biggest success factor.
So I’ve identified some networking and industry groups that align with me and my accountant who has my, cus my customer as their customer. So I am somebody who will be. More than happy to reach out to a network associate and say, can I be a member? And what I’d like to do is share my thoughts and my thought leadership to your audience.
What does that look like for you? So I do that regularly. I host a number of master classes for different industry bodies around Australia, networking groups and the u and the us. For me that’s smart strategy because they have my audience in abundance. I recognized many years ago having a one-on-one conversation whilst it’s absolutely delightful and amazing.
It’s not scalable and, you have a podcast that other people will listen to. So it makes total sense to me. As much as I like you, when we wanted to get this thing going, there’s always a strategy behind it. Why would I do that? So I do that often, and I volunteer my time. I write a post, I think it was last week, and I actually taught it up.
All the things that I do for free, I. Master classes, podcasts, all sorts of things, and I went, crikey. There’s a lot there. But I do it deliberately so people can. Be like, no one trusts me. Over time, I get it. We, look, I had this situation that I thought I was speaking to a real person on LinkedIn and it turns out clearly it was not, because I asked it the same question three times and I was questioning what they were responding to, and I got the exact same phrase back and I went clearly you are not a real person.
And the really sad part was that piece of software that they were talking about was that service. About how to respond to people on LinkedIn. And I went, oh my gosh, there’s never gonna happen in Pink Fit
That reliance on ai. And it’s quite funny you say that this has happened to me on more than one occasion.
So there’s a little tip for people that you get a question from a potential client. And so you think you’ll be clever and you’ll jump onto a an AI. Platform. And you ask it to answer that question on your behalf. Yes. Now. That’s clever to a degree, but if it does a, doesn’t know your tone of voice.
Exactly. It’s gonna be pretty obvious in a conversation. B, please read it before you post it. Oh, yes, please. I had someone post it today and it clearly said, oh, and don’t forget to ask them, you know this about their business or fill in their business name. Yeah. And things like that, that were clearly meant as a direction for you to do, to personalize it.
Yes. Not to cut and paste and they cut and past. And it was so not them. They’d literally taken my questions that I’d asked, put it into a service. Yes. Cut and pasted the responses, and it’s done them more harm than good because now I’ve gone from, I might trust them and I might utilize them to.
They’re not even interested. I in truthfully answering it, they’re answering what they think they need to answer. Yes. Yeah. And you’re just being taken for a ride. And I think that’s it’s so important to avoid that, but it’s so important. But we digress a little bit here. I wanna bring it back down to some of the people that you are actually working with.
Because I think this is where there’s such an important role in making an impact. I think we. There. There is this gulf between those that have the higher education and those that don’t. There’s those that there is a gulf between regardless of what the level of education you’ve had and when you next perceive that opportunity to learn, if at all.
Yeah. And so bringing people into an opportunity that enables. Them to learn and advance different aspects is so important, and it’s something that we have to foster in order to generate more innovation into. It’s not just about the individuals, it’s about the collective res, as well. And the benefit that we all have.
And I think this kind of idea of what you’ve got with your program is. It’s such an important one that I think there’s not enough attention being paid to these opportunities, and it’s part of the reason why I wanted to have you on the program.
Yeah. Thank you. If I, so I have four, four elements to what I offer, and the MBA is the pinnacle one at the other end.
But let’s go back to here. So I’ve had a program for a while, which is my signature program, her transformation. It’s. It’s $12,000 for six months. So I get it that there’s going to be women in business who financially not ready, mindset business, a number of reasons why it doesn’t work for them yet.
And I realized by golly, there’s a lot of women out there that have a desire for coaching. But I did do some research on that for my MBA so that I need to clarify this. We have had an abundance of coaches land on the landscape coming outta corporate with an amazing amount of skills. But I, what I want everybody to be cautious of, and it’s not to say that these people don’t have the skills that they need to be a coach, but when you are looking for a coach, and let’s say you’re looking for a financial coach, have the courage to say.
How’s your financials? If you’re looking for a sales coach, how’s your sales? Because if they’re a coach in that expertise. We have to quality check their credibility. I’m a business resilience coach. How many businesses have you had? 17. I’ve liquidated one. I’ve had trade, whole bunch of things. So I feel I can put up that shingle with pride to say that I had the experience, but I, but in my research, I realized through my MBA, that there are so many women in business who didn’t know that there’s a coach for every micro element of your business.
Every, there’s coaches across so many facets, and a life coach will not necessarily be the one you need for strategy. I’ve heard it so many times, and it hurts my heart that they go and engage these people, they pay money, and they’re not utilizing those persons brilliance at all. So that, that I have a concern about.
I have a, have therefore created a platform for easy entry into coaching for any female entrepreneur, and it’s $97 US a month. I feel I’ve made that incredibly accessible, but what I’ve loaded this platform with is the many hundreds of video conversations I’ve had with people about business. Two minutes to 10 minutes.
Numerous tools and resources and lots of mini courses, but they get me for an hour and a half every month of client led mentoring. So there’s discussion forums, all these sort of things. So I wanted to create a circle, a place that was safe for women, whether they’re brand new to business or whether they’re in the messy middle, and they’re going, oh, I need something, but I’m nervous of spending a lot of money.
But I know I need quality, so I wanted to create something that would tick all those boxes for them and they can dive in and out. It’s not a course to finish. It’s not start A to Z. You can go a KLZ, whichever direction you want. It’s there for you to dive into, what do I need today? I need to know about sales, what I need to do today.
Oh, I need to understand the financial terms of my profit and loss. I don’t understand financial literacy. I can go find that in here. So for me, it was about filling a chilly great big gap for women in business to. Maybe to reaffirm the things that they think they know and make sure it’s right, but also I think I’m gonna learn a bucket load of things from these women as well.
I don’t know at all by any means. So I wanted to create a safe circle for women to, to come together and learn and absorb and download whatever they need for their business.
I wanted to pick you up on something that you said there, which is safety. Women feeling safe. And it’s. I don’t wanna gloss over it because I think it’s an important, it’s an important term and I think it’s important that people understand what it, what that actually means because it’s easy to gloss over it and go safe.
Why wouldn’t you be safe? Yeah, you are reputable. It’s fine, but it’s not it. It’s more than that.
Yeah. It is. It’s wraps around mindset. It’s wraps around the quality of the material that you’re going to get access to, the people who are welcomed into circle. For me initially, I want to interview every single one and make sure that they are ready for that.
Particularly for her transformation. You will be invited. You can’t just come in because it’s such an intensive program. But safety isn’t a really important thing that came out of my. Search as well, which is why I landed with Circle. I’ve heard stories of people spending an awful lot of money maxing credit cards mortgages.
And what I know is we’ve got somebody, a partner, a husband, a significant other looking at you going. When is this thing gonna happen? And that creates an element of fear and scared and overwhelm and you’re going, oh my gosh, I have to show this person that I love and admire and who’s in my life that I can actually do this.
And they may not say it out loud, but there’s a lot of that going on inside. We’ve got these little people on our shoulders. And so for me the safety piece was to make myself accessible. So even for a hundred bucks, if you want 15 minutes of my time, my link is there and you can ring my phone number.
I want them to know that they can call me. No dramas. I want to, I generally want to serve and help women to get to the point that they’re ready for her transformation. To me, that means that their business is growing or maybe they move on to something else, and that’s perfectly okay as well. I just wanna help women to feel that this is a place that they can, I’ve got an idea.
What do you think? Without the fear of going, oh, that’s rubbish. Don’t do that. You’ll put some lipstick on, whatever. That’s not what I want. I want. People to go. Amazing. You gave it a good shot. How about you tweak it here or go for it Let’s, 80% is perfect. Don’t try and hit a hundred percent ’cause it just doesn’t exist.
How important is it? For it to be a space that is purely for women. I know it doesn’t mean necessarily the people who are teaching the things and ’cause you, for example, you’ve invited me to come and do some stuff with you. Yeah. But the people who are doing the course are women. How important is that?
Because I, I know that there’s, I. If you go to lower education in school system, there’s a trend these days to be making what were single-sex schools to now being co-ed.
Yes.
So how important is it to keep that separation and dealing with those separate issues? Is it still. Yes. Is it still
relevant?
It is for me, absolutely vital. I will work with men, no dramas at all. And I guess I would say to you it is for those people who identify as female because there’s gonna be men who, who identify as that, as long as, and which is why I’ve and it won’t be scalable forever, but as, ’cause I literally launched this program 15 days ago, so it’s.
Brand spanking you. It’s a brand new baby. So my intention is to interview have a quick meeting to make sure that they are the right fit for the program and if I have to make those hard decisions. When people are in, I’ll make that hard decision because it has to be, it has to be a safe place for all women to feel that they because a lot of it is confidence, A lot of it is imposter syndrome, all those things that, and I know it’s not unique to women but it’s prevalent in women.
They’re very comfortable and they’re genius. But then to actually get on a camera and talk about it. Which is why I wanted you in there because it’s so important to share your story. So important to me. I.
Yeah, the, we could go on for hours about the power of story.
We won’t do that. We won’t do that right now. We could. But I do, and hearing your story is in incredibly important and powerful as well, because I think that’s, you also hit upon something that is around. Credibility and asking people that, what their background is.
There are an awful lot of coaches and consultants out there. And many purport to be a lot of things. I’ve experienced different coaches and some where you sit back and you go, wow, they’re are amazing. And maybe not for me, but they are amazing. Yeah. Others where you just shake your head and you go I’m not really sure.
Yes. And and others which are just constantly, educating and furthering themselves. And I think there’s also an important thing to, to realize when it comes to this space is that as I’ve experienced myself, is sometimes you also need to change. Sometimes it’s. Being in one thing for a while and then recognizing that someone that there’s something else that you can get from going somewhere else.
It’s not a slap in the face necessarily to the person you’ve been with it, it just sometimes opportunities. Yeah.
Yeah. I had a very interesting situation last week. I was sharing the circle with navigate Circle with a number of people who are my Facebook group. And so one of the ladies came back to me and she said to me I’m a business coach, so it’s not relevant for me.
And it, I actually it caused me to really ponder that and I actually wrote a post on LinkedIn about it and said, so why not? Because for me, this person was an expert in marketing, not business strategy. So in her mind, she’s a different and I then reflected on my research for my MBA, that the data suggests that the influx of coaches that have arrived in the, on the landscape, most of them do not have a coach.
I find that absolutely fascinating.
I think that’s it. It’s and to me, I, you, you asked the question you should be asking them, if they’re a sales coach, how are their sales? Yeah. The second question you need to ask them is who is their sales coach? Because, or at least who their coach is, because if they don’t have a coach, then I agree with you.
I’ve worked with some some coaches who. Work on a pretty high level. I know they’re still being coached as well. Yeah. And that’s, because it is constantly learning, as we’ve alluded to, things are constantly changing and this is just a factor that that people have to incorporate into what they do.
Yeah. Is understand that learning is a constant, but making sure that you’re learning from the right people and understanding as well that a lot of this stuff is is about. I see it as being on two levels, as one is about making you aware of certain things. That you might not have a literacy spot.
And the other part is stimulating new ideas. Yeah, exactly. ’cause if you think about new things and different ways that ultimately then you can deliver for whether it’s your business or ultimately clients Yeah. Is a big factor in having. This opportunity to learn. I know, from coaching I’ve had over the years that I can see it playing out when I’ve sitting in front of a client and going what if we did this?
And I’m thinking in my, in the back of my mind I’m going, that’s how I was taught, wasn’t it? Yes. And yeah. And that, and this is my, interpretation of it, that’s the thing. That’s how it keeps advancing. Exactly.
And, you think about so many professional sports.
People out there, they have coaches until they retire and be, probably become a coach themselves. So can you think about, the professional footballers and tennis players? Oh, I’ve landed, I’m now a professional. I don’t need a coach anymore. That’s just not the case, right? So why does this happen in business?
I struggle to understand.
Yeah, it is a really interesting thing, isn’t it? When we think about our kids, right? They, by the ti, by the time they’re in their late teens and early twenties, they think they know everything. Yes. And when they get close to 30, they realize that they don’t know anything at all.
And we’ve all been there and done that ourselves, I should say. And, but it doesn’t, that same maturity doesn’t often happen in businesses. No, it’s not. People are on this. Quick path that they like to be in, in shopping and changing from one job to the next. And that’s their idea of learning, because I’ve just, oh, I’ve gone from here to here.
And suddenly they find themselves in a higher profile position. They’ve got no real additional training. Yes, indeed. They haven’t got a coach.
And and. If they’re an employee, you are running, you’d to, you’re walking on a tight, there is supporting them in having these things.
But I also know the importance as an employee to be aware of where your gaps are and to approach your employer and say, look, I would love to, learn these skills. How can we do that? Can I get a buddy out of the organization or assess some training that I can do? And, the beautiful thing about Australia is we have an amazing education.
System amazing. But there’s also an abundance of education that’s not accredited. So it’s not a certificate diploma or whatever, and coaching fits in that. But there’s so many other opportunities to learn. And a great place is a network absorb. Attend those masterclasses though. Watch those webinars.
Don’t sign up and don’t do it. Don’t sign up and not watch the replay. Take.
I think. I think it’s a pity that when we are asked to put in our resume for want of a better term even in a place like LinkedIn that it doesn’t really allow you to say I’ve been participating actively in coaching for X amount of years with this kind of ca caliber of people, whether you want to name them or not.
I think that’s one of the other interesting things too, when it comes to. Naming coaching. It’s like we’re very, we are very happy to name the institution that we have an education at. But we’re not happy to name the, the people who have been coaching us Somehow that’s kept a little bit private or, and I think it’s kept private because people do still look down think that this look down on them, oh, they need coaching.
That, that’s a negative when it should be seen as we’re talking about as a positive and celebrated. And I think, and investing in yourself. Whether it is, a $97 a month program or whether it’s a, $12,000, MBA program, it doesn’t matter. It’s, those things are important to do and you should be proud of it.
And it’s what books have we read this year? There are some, like one of my mentors is Robin Jama. I think I’ve read every one of his books, if not once, twice. I’ve signed up to his master classes. I listen to him every day and he’s just one. And he’s not for everybody, but for me, I’m happy to tell people this is the people that I listen to because.
They’ve, they’re arriving. They probably will never say they’ve arrived, but they’ve achieved some amazing things. And, the people who founded Netflix, what an amazing story. Mark Randolph amazing story of how he got that done. So why wouldn’t we put that like LinkedIn tells you about, you can put your roles I put in my products, but it definitely has no space for you to go, what am I reading this at this moment?
Who am I listening to? And you could write a post about it, but it doesn’t sit on your profile for very long. It’s buried.
It’s, so it, again, it goes back to the power of telling stories, right? When you start missing, messing around with with that and and giving those ideas to people, sharing it, whether it’s in a post or in a podcast or in a course, I think it’s so important.
We have to wrap things up. So I’ve got one final question that I like to ask all of my guests, and this is an interesting one for you because technically the program’s new, but I know you’ve been doing this for a long time. What’s the aha moment that people have once they come to work with you that you wish more people would know?
They going to have.
Yeah. I guess it’s, I had I seem to have this gift where I’m talking to people and thoughts just come to me. Have you thought about this? Have you thought about that? Oh, I’ve got a tool that will help you with that. Have you read this book? I know somebody who I can connect you with.
So I have been known as a bit of a connector. So for me, my strategic brain is always on. And I feel I’m incredibly generous. I share a lot of what I know and happy to introduce you to people and will steer you in the direction. So I. For me the platform is, you’ll find an abundance of things in there and I’ll point you in the right direction.
Fantastic. Joanne, thank you so much for all of the information you’ve shared. I love the different perspectives on education and something that we haven’t explored in enough detail on the podcast before. I really appreciate the insights and particularly into women in business as well and understanding a little bit better.
And I’m so glad there is a. Platform like yours that has so much material accessible. We are going to include all the details in the show notes of how to get in contact with you. But thank you so much for being a part of the program.
Thank you so much. It was awesome.
And thank you everyone for listening in.
Don’t forget to subscribe wherever you’re listening to us. And stay tuned for the next episode of Biz Bites for Thought Leaders. Hey, thanks for listening to Biz Bites. We hope you enjoyed the program. Don’t forget to hit subscribe so you never miss an episode. Biz Bites is proudly brought to you by podcast done for you, the service where we will deliver a podcast for you and expose your brilliance.
To the world. Contact us today for more information, details in the show notes. We look forward to your company next time on biz.
Debbie Wildrick
Debbie Wildrick Consulting
Food and Beverage Consulting Services
In this episode of “Biz Bites for Thought Leaders,” join us as we chat with beverage industry expert Debbie Wildrick, who reveals why 80% of new products fail in their first year. Drawing from her extensive experience at Seven Eleven North America and with startups, Debbie highlights the crucial need to understand market opportunities, develop viable business models, and truly assess consumer needs.
She’ll share the 10 critical pillars for business success, emphasize adapting to consumer feedback, and discuss how passion and innovation differentiate products.
We’ll also dive into strategic considerations for startups, including the goal of selling to larger companies and the vital role of scaling, offering a comprehensive guide for entrepreneurs aiming to build sustainable, successful brands.
Offer: Check out Debbie’s exciting offer to Biz Bites listeners here.
Thought leaders, are you ready to learn how successful brands are really built? So in today’s episode of Biz Bites for Thought Leaders, we dive deep into the world of product development and market success with beverage industry expert Debbie Wildrick. From their experience at running seven 11 and North America to helping startups achieve multimillion dollar exit, Debbie reveals why 80% of new products fail in their first year, and what separates the winners.
From the losers. Discover the 10 critical pillars every business needs for success. Whether you are launching a beverage brand or building any consumer focused business, stay tuned because this is a game changing set of insights that could transform your approach to business growth. Get ready for this very special episode of Biz Bites for Thought Leaders.
Hello everyone and welcome to another episode of Biz Bites for Thought Leaders and I think we have someone extraordinary with us today because Debbie and I got chatting a little bit and she’s got a lot of really interesting stories that I know is gonna benefit everyone in our audience listening in today.
Debbie, firstly, welcome to the program. Thank you. Thank you very much. Happy to be here.
And guess let’s start, let’s kick things off with, just give everyone a little bit of an introduction as to who you are.
Okay. I’m Debbie Wildrick and I’ve been in the industry, in the US for all of my career. Mostly many a lot of my experience has been in the beverage business.
I actually ran all of beverages for seven 11 North America for a. Quite a bit of time in the two thousands, and that led me to really understand a lot about what it takes to put a product on the shelf and have that shelf leave the shelf and into the consumer’s hands and then into their mouths, of course, over and over again.
And that really. Is what it takes to successfully develop a product. So I’ve been working with startups either directly for in executive positions, running every aspect of a business, all verticals, everything from product development to sales and distribution to certainly the financials and the viable business model and whether or not we.
Whether or not we have a chance to really be successful, and my whole goal is helping entrepreneurs really mitigate risk and help them to be successful with their with their product launches. A and it is a a really interesting space, and I know a little bit about the the beverage industry, but it’s it, I think the one thing to keep it for people to keep in mind as well is that it’s not always direct to consumer.
You’re selling either, is that you’re selling a lot to retailers as well, aren’t you?
I spoke with somebody else the other day about this. It really is a B2B. Because you are selling to the retailer and you. Are E except with e-commerce. Obviously you are B2C, but most of this industry will remain.
The shopper still spends a lot of time shopping at retail in person and. That’s what it really means you’re selling to the retailers, to the distributors who get the products to the retailers. And where the real consumer aspect comes in is that the retailer agrees to put your product on the shelf.
And so you’re selling to them and they’re selling to the consumer and the consumer makes those decisions. And if they don’t make the decisions, obviously. You’ve got your challenges on your hand.
It is quite a complicated industry in many respects because you’ve got a lot of suppliers, generally speaking in the first instance and leading you into a, what can be a large production set up that one needs, and then you’re going into, as you’re saying, there.
Understanding multiple audiences because you, you have to really understand what your distributors want. You have to understand then what your retailers want, and you have to understand ultimately what the consumers want. That is a lot of a lot of different moving parts to think about.
Absolutely.
Absolutely. So you’re absolutely right. The distributor has to be convinced that. That they will put a product on their trucks that the retailer will actually support and purchase. And in, in our business, a lot of times we say This is a chicken and the egg business, because the distributor going out as an, as a new brand.
The distributor expects you to already have the acceptance of the retailer and the retailer of course. Really would like for you to have the acceptance of the consumer, but you don’t always know that and when you’re first moving forward. I have just written a white paper and overview of what I call my pillar number one, to having a successful company, and it is about market opportunity.
And consumer need and figuring that out before you ever even enter into a product launch so that you have a better understanding that it will actually move off the shelf. And that’s really the end result. But the, all the steps in the way of the supply chain. Everything from production to distribution to the retailer are just getting you to the consumer and the consumer has to respond.
I. It’s not an industry for the faint-hearted really, is it? You can’t it’s not something that you dabble in. Although what’s interesting is there’s been a lot of I guess pop-up small, particularly particularly in the alcohol related beverage side of things. A lot of small players in the market who more or less start from their home or a small facility building and then go and go from there.
But it is a it’s a very difficult space to. Make money in and to be competitive in.
Yes, it is. There’s a very famous brand, and I talk about, I tell this story quite a bit. It’s called Vitamin Water, and I’m not sure if how far they spread across the world, but they actually sold to Coca-Cola.
For $4.1 billion when they were at 600 million in revenue in trailing revenues for the last 12 months, and they were in year number nine and had not shown profitability until year number eight and had raised a lot of money before that their, the sale of the company of 4.1 billion. So it’s an industry that is.
It’s got great stories great stories if you’re able to do that. But it is really hard work and it is very hard to make money. Eight outta 10, eight out of 10 new companies fail every year.
It’s a very high percentage because a lot of people come in with a great idea and it’s easy, isn’t it, in that sense to have the idea, because we all go and buy a drink from a local store, and we think, oh, if it only had a touch of this, or what if we did it this way instead?
So it’s easy to have those ideas, but the reality of it is quite a difficult one. And talk to me about that. You’ve worked with startups as well. How does that. Come about for people, what’s the, what is the step to actually get them out of that 80% that are going to fail and to get them on the right path from the beginning?
I would say that it’s really ticking on all levels of the industry, and I’ve been working on writing the 10 pillars. I’ve had the 10 pillars for a long time. As to what you need to have in order to be successful. But, having four or five of those, that’s one of the biggest issues.
Um, and like I said, the starting point. Most entrepreneurs, many new products come to fruition because I have a need. I want to I’m lactose intolerant and the people that created the brand called Oatley, which is an oat drink as a, as an example, were I. Looking for something that lacto was lactose intolerant and or for people that are lactose intolerant.
And so they, they said there’s nothing on the market like this. And so they created a product and Oatley, as an example, was very successful, but. There’s so much more than that. So the first, the very first step is you have to have a consumer need, even if you’re trying to create it to some degree on your own.
But you also really have to begin to understand all aspects of the business. And so the second factor that is critical is that we go into this. Without really understanding our viable business model, which is real simple. We look at what can we command as a price point at retail to the consumer.
And we back in all the supply chain aspects of it, the distribution, the retailer’s profitability, but and all the way down, of course to the cost of goods. And if we’re not making. The right levels of product on a piece of paper, on a back of a napkin. You can do this. You really are setting yourself up for failure because you get into production or you you get to retail and you’re shipping costs are outta line.
Any number of things can happen if you haven’t really, you haven’t really done this simple model and then. One of the areas that I think is critical, I said that eight out of 10 fail in the first year. In the second year, eight out of 10 of those, if you will, or 80% of those will fail because they’ve run outta money or they didn’t have enough money to begin with.
We hope you’re enjoying listening to the Biz Buys Podcast. Have you ever thought about having your own podcast, one for your business where your brilliance is exposed to the rest of the world? Come talk to us at podcast Done for You. That’s what we’re all about. We even offer a service where I’ll anchor the program for you.
So all you have to do is show up for a conversation, but don’t worry about that. We will do everything to design a program that suits you. From the strategy right through to publishing and of course helping you share it. So come talk to us podcast done for you.com au details in the show notes below. Now, back to Biz Bites.
Eight out of 10 of those, if you will, are 80% of those will fail because they’ve run outta money or they didn’t have enough money to begin with.
It’s a very expensive. Place to be. It’s not unlike a lot of industries where you can come in on the back of a computer and you can design something and start offering your services.
There’s a lot of things to consider because production is a huge thing. And I think the other thing too, of course, is there’s. A fair amount of time that’s needed before you can actually get up and running and selling products. It’s not, again, not a lot of service-based businesses that can open their doors today and start serving clients that afternoon.
It’s, there’s a lot involved. So what’s the actual lead time before you actually get you, you start from the idea and actually getting out and selling something.
Six to nine months. Six to nine months, absolutely. I’ve done a, I first started creating products when I was with seven 11. And of course our executive management team, it had expectations that were unbelievable.
And so I did a critical path document way back then that that actually puts all the steps in the timing in one. One model so that you can really look at making sure that you are getting those steps ahead of time completed, and then. You’ve got a launch date at the end and if you’re following your critical path, then you’ve got six to nine months If you’re not following your critical path very well or things, if there’s hiccups along the way, then, it could be a year to two years.
I’ve seen new brands not launch for two years. Wow.
It’s, and I think the interesting thing about this space as well is that generally I would gather that a lot of the majority of people that come into this space have no experience. Absolutely. So following a critical path and having someone like yourself to Abbott to guide them is going to be so critical because of the amount of moving parts that are involved, as we’ve said.
Yes, absolutely. And. One of the things that, that happens for me quite often, and it’s especially been happening in the last 10 years, but a lot of a lot of famous brands even even 20 years ago, right outta college people, I wanna be an entrepreneur. I wanna start. My own company. I wanna build a brand.
I have a need I believe that there’s nothing like it on the market. I can make it happen. Zero experience. Zero experience, even running any kind of business, much less running in the food and beverage business.
Yeah. And I think there’s a lot of lessons for people in this that. A lot of people wait for a while before they get some kind of coach or consultant in, but often, particularly in the startup phase like this, having someone that can mentor you, guide you, coach you, consult you for you is just super critical, isn’t it?
It is. And I like to say that the best coaching that you can have is. Is to have somebody like myself who has actually started out in the industry when I was in my mid twenties, working at retail and moving up along the industry. And so it’s important when I start a consulting agreement that is for a new entrepreneur, we will actually do the critical path that I referenced.
And we’ll lay that out. And then each week we’ll meet and I will guide them through exactly what they need to do to meet the next objective.
And I can imagine in this kind of space that it’s really passion driven, that the people who start this up have a real passion for what they want.
This is not just a kind of a side hustle ’cause they just said, oh, this might be a nice place to make money. You, because of the lead time, because of the amount involved. It’s a passion project, isn’t it?
It’s a passion pro project. Speaking of that lack of experience, there’s so many times I’ve had conversations and even after I explained to them some of the aspects of what it really takes to get.
The product to market you, you will have that entrepreneur that says, but I can do it. I can do it. I’ve got a great idea. I’ve got a great idea, and I can do it. And, she’s making it seem so hard, but it, I’m so passionate about it that I can do it and it it really gets in the way sometimes of being successful.
I I want to explore that because that is such a common thing in so many businesses that it, the passion that people have is fantastic, but it needs to be curtailed and it needs to also be, I. Pigeonholed in the sense that you need to be can thinking of your audiences, and in this case, multiple audiences because what you want doesn’t necessarily match ultimately with all those different audiences either.
So you have to you might have started off with passionately about a good idea, but you have to listen to what everyone else wants. I, I guess using it, it’s, we had this debate in my family just the other day where. Do we have ginger in the drink or not have ginger in the drink?
I love ginger, so I’m quite happy to have it in the rest of the family. Not so much. And but that’s the little thing where you have to understand those little decisions can have huge implications. And it’s not just about ingredients, it’s about all of the things that make up what ultimately is the product that you’re selling.
Yes, that’s true. I actually had a client who was developed a ginger beverage. And do you know that it took about six months for them to get the formulation? Not only because they had all the family members involved, and it was two sisters and the one sister had created it for the other sister who was always getting sick while she was pregnant.
And so that was the start of it. But it, it’s not, it’s certainly not just listening to your family members either. The ultimate guide is being able to try your product with multiple consumers before you ever even think about formulating. And that’s where we also miss it.
We, it’s our idea. We think we’ve got it the way that we want it and we haven’t really spoke outside our internal network. I.
It is surprising how often that simple idea translates across to multiple businesses that people start off with an idea because they believe there’s a gap there without actually ever testing it to see whether other people think exactly the same thing.
And it’s such a simple idea. Yet, it’s often often lost and it has to happen all the way throughout the process, right? We’re talking about the basics of the makeup of the product itself. But it goes into, certainly from a marketing point of view into the branding, I’ve often seen that go go astray because, oh, I like this color.
I. You like that color and that font, but that’s got nothing to do with whether your audience likes that and it doesn’t. And whether that stacks against your competitors and what the message is that it sends, there are so many different things to think about that go well beyond what your personal preference is.
And that’s where the difference isn’t it? Between creating what is a brand that’s just for you and your family to, to consume and maybe a few other people, if you’re lucky, and something that you’re actually turning into a decent sized business.
Y Yes and you know what? It’s not just at the beginning either.
The ginger beverage that I was talking about, they ended up launching and changing formulations and changing labels and branding two or three times. In the first two years without really ever getting to market, and brand in the first five years could change as, as much as two to five times, and that’s not unusual because you don’t always.
Know that you got it right in the beginning. Even if you did all this work in the beginning you’re still tweaking with the consumer. You’re changing your messaging, you’re changing your packaging because the consumer hasn’t responded as you expected them to. But it can be fixed. Many brands go through this, but it.
So it’s not out of the question to, to have that happen too, which again, expensive way of doing business. But successful brands have to tweak and tweak because they continue to listen to the consumer and and the consumer really tells ’em what they want.
Yeah, and a brand’s such an important thing because you start to identify with it and people make so many subconscious decisions before they even pick something up.
And then you, once it’s embedded as well, it’s hard to change as even big companies like Coca-Cola will tell you, try and add a new variation in the label. Add something different in add a new, flavor. All of those things can actually be incredibly difficult at times.
Yes, absolutely.
Absolutely. It’s I think Coke has been through that a few times where they’ve had to backtrack, haven’t they? They’ve they’ve introduced something and then they’ve turned around and gone. The public didn’t like it. And so even the big brands get it wrong.
Yes, absolutely.
And the big brands sometimes go through it more than the startup brands go through it because. They’ve got all kinds of objectives from return on investment. They’re their branding people and their new product people have to prove the viability of it. And if it’s not successful on the sales side, then they’re constantly re revamping the brands and trying to.
Increase and build their sales and profitability. And so sometimes they’re doing they’re doing more work with that, thank goodness they have more money to do that. But they’re doing it even more than we think. That they are, and then they make misses, zero coke, zero years and years ago or any number of things.
And I don’t know what they’re doing today with their packaging. They’re putting names of people on their packaging.
Yeah. And I think that’s interesting thing, isn’t it? It’s it’s an industry that is so super competitive, but it is an industry where that therefore where that desire and the need to stand out.
Is. Prevalent all the time, isn’t it? Because there are so many new things that are coming onto the market, and how do you actually stand out and be different is, if it’s one magic ingredient, how do you actually highlight that? Or is it something more, or is it not actually even a matter of being different?
It’s just a matter of producing something that looks different, even though it might be the same as something else. Like it’s a. A very interesting industry in that respect.
It is. It is. And you’re constantly tweaking and, the US market is a little bit, is a little bit. Different. I like to say sometimes we’ve been this way for years and years on steroids and especially because, the big companies are public companies and you’re always managing based on the stock market.
But we, unlike any other country in the world. Our maniacs with regard to introducing and launching product extensions, new brands new, um, new and different categories. And the big companies are, they work really hard at doing that. And that’s why they end up the other big thing about being an entrepreneur and developing a product and building a product and being eventually successful about with it, like I talked about Vitamin Water, is that the big companies end up buying up these brands that the entrepreneur has been able to build and build to a successful point because.
They’re, they have a hard time really getting it done in their systems.
And is that the ultimate goal for a lot of these businesses to that, that they’re trying to build something that will get on the radar of the big companies who, who will then buy them out? Is that what the goal is?
Absolutely.
This industry, I don’t when I interview. Entrepreneurs in the beginning and ask them about their goals. I always ask, are you building this to keep it or are you building it to sell it? And if entrepreneurs are almost always, I would say 90% of them are building it to sell it. They’re not building it to have a nice.
Family business. And I think that is because there, this industry has been like that for 20 years. That the brands, the buying and selling of brands and the people that have really been successful at it are. I have seen all this happen over the years, and so they they want the big gold at the end of the rainbow.
And is that the starting point as well, that you have to be prepared to scale and scale fast? Is that the is that how you have to be thinking when you start something like this?
Yes. Now. It does take a while so by the time I, and I’ve also had a lot of entrepreneurs ask me I wanna get in front of Coca-Cola, I wanna get in front of General Mills, or I wanna get in front of any number of companies.
And Coca-Cola always had a venture capital group, but you can’t even speak to Coca-Cola until you’re $10 million in revenue. And it can take a long time to get to $10 million in revenue. And so, and $10 million in revenue is also. Most likely national distribution with several retailer channels.
And so you’re pretty equipped to, to have a company that is moving in the right direction, but they, the big companies don’t even wanna talk to you before $10 million in revenue. And they’re buying distribution. They’re not buying. They are not buying a brand or an idea because they think that, oh, it’s differentiated and we could take and build it from here because we’re gonna be better at it than the entrepreneur.
No, they, they wanna buy distribution, they wanna buy velocity, and they wanna buy consumer demand. And that has to be proven in order for them to begin to look at it. And a lot of times they’ll buy into it. A portion of it and take a portion of the company before they actually buy the brand.
And that goes on for anywhere from two to five years where they may buy into the brand, but then then eventually they’ll buy the entire brand.
And I, is that, I, is it realistic that most businesses that are going into this. That’s where they’re trying to head. Is that a realistic goal for pe for businesses?
How many of these kinds of companies can a Coca-Cola and the various others want to buy?
How many businesses
I. How, yeah. How do they want to keep buying businesses like this all the time? Are they buying them for the innovation or are they buying them to, to shut them out?
They’re buying the, they are buying them for the innovation because they have not been able to innovate within their own systems. The way that, that the smaller companies have. I’m, all of a sudden what just popped into my mind was Crave. And Crave is a natural beef jerky company that was bought by General Mills, I believe several years ago.
And. And what was happening during the time when General Mills was also doing, they had a big venture group that they still have, but they’re not buying as much in recent years. They actually would general Mills was looking in the natural foods business quite a bit and so they were looking to get into.
Each category, snack foods, you name it that they could actually add a natural product because natural foods and health and wellness and the consumers ta taste as well as what they want in their ingredients and has changed so much over the years and the bigger companies.
Are just continuing to want to add that to their portfolio. I think PepsiCo just bought Poppy, which is a probiotic beverage as an example. I.
Yeah, I think people forget the simple fact that you mentioned earlier on is that smaller companies have the ability to maneuver and make changes fast.
Bigger companies don’t have that luxury. There are too many moving parts. There are too many things to consider. So often that’s the reason why they can look to some of these smaller companies because the ability to be more flexible in the market and to make change is much easier.
Yes, it. It is it’s much easier to be able to make change and have flexibility in the marketplace when you actually don’t have to, you don’t have to go through the product development as much in your own system.
If you’ve got the ability to evaluate those brands that have been successful and are really moving the needle,
talk to me about you personally though. Do you get, do you still get the thrill out of every ti of new brands all the time and new businesses and doing that because you’ve been there and done that a few times.
I do. I do. I’m fascinated. It’s really tough to walk around. The largest trade show in the World is the Natural Products Expo that is out in Anaheim every march. And, every year you go there and you look at all the brands and you look for innovation. And when I get most passionate when somebody comes to me that really does have a strong idea, and then I can take, I, I can really help them run with it.
And I loved I loved to be able to help them with the consumer messaging, to be able to dig into what ingredients they might, they might want to switch around and to really help them. I find myself much more challenged than somebody coming to me with another energy drink. That, that, that is true, that if you’re just coming to me with another.
Something that really doesn’t have the innovation or the differentiation, then I’m certainly not as excited and I may not even, I may not even take you on as a client.
And it’s interesting when you say the innovation in the industry because it’s tough, isn’t it? It’s not I don’t know how many years ago that someone first came up with the idea of going there’s this thing that we can, everyone can get for free by turning on the tap, but we’re gonna put it in a bottle and sell it to you called water.
That was, that was, an innovative first step. But it’s, how innovative is it really these days? Is there actually stuff that hasn’t been done yet because it, it feels like there’s always something new, but how have we not ran out of ideas in this industry?
That’s I don’t I don’t mean to snicker about that, but you’re absolutely right.
You walk this trade show with thousands upon thousands of new entries and you come back from it and you say what’s the most innovative thing that you saw? And sometimes you take a stretch, but there’s there, there are ways of innovating and. It’s not just about ingredients, it’s not just about functionality.
It’s, it can be packaging. There’s a lot of innovations that are coming to fruition from packaging and the way that we consume are. Our products, functional beverages as an example of, they’re convenient. I can, in, instead of taking a pill, I can take I have to drink water anyway and I can put collagen in it and I can put it on the market and.
And so we’ve got the opportunity still to do things if we really dig in. And, but it, it’s a challenge. And that’s probably one of the other challenges about building a new product these days, is that I’ve gotta figure out how to differentiate it.
It is such an important thing, isn’t it?
It’s those little things that can make a huge difference in the way something, is marketed. And the way it captures the audience and knowing who your audience is. It goes back to where we started the conversation really, isn’t it? It’s that whole idea of understanding your different audiences and being able to be seen as innovative to them.
Is what counts. And it could be, as you say, it could be the packaging or it could be the actual in this case, the actual drink itself.
Yes, absolutely. Absolutely. It I a story that goes back quite a bit, but when I was at seven 11, I just had this gentleman reach out to me. He said, thank you so much.
I my nickname is Queen of Beverages, and he, I had sent him an email and he said, I remember when you helped me get Fiji water on the shelves at seven 11. And, I evaluated this, I had a category where the pre there’s three segments of water and it was premium. It was mainstream and it was, um, value and I had one one premium water on the shelf and based on volume in turns, I really could only afford to have one, one premium water on the shelf.
And Fiji comes to me. Fiji had a square bottle. They had a picture of. Fiji waterfalls in the back that showed through the front and I said, you know what? You’ve got something that is totally differentiated that the consumer’s never seen. Nothing different about the water, you know? Really I have been in the water business in other areas too, so I know a lot about water and what can differentiate you.
But it was all about the packaging and. And sure enough, PG became, it was about a $10 million brand when they came to me and they grew to over 200 million.
Amazing. It’s and it is. So it does bamboozle people at times where you go, it’s. It’s water. In most countries, you can just turn on the tap and get the water for free.
And it’s, and yet people are buying the bottled water on a consistent basis. And I find it fascinating as well, when you go to whether it’s a seven 11 or some equivalent thereof. And particularly I fascinated by it, particularly when you’re on the road, you’re driving on the road, you make a stop and you.
I wanna get some water to take in the car. Fine. That makes sense. But looking at it and trying to go, why would you pay extra for a premium brand in water when you can get the generic brand, whatever it might be, that is so much less. It just. It astonishes me, because there isn’t really a difference.
Is there, when you, when it comes down to it, it’s still water.
It’s still water. There’s a lot of factors to it. Certainly. And we I was actually involved still am a little bit with a source water out of Brazil, which is. The marketed as the purest water ever discovered. But what does the purest water ever discovered mean?
What it means is that it’s really low on minerals or anything. It has less than 10 total dissolved solids in it. But how do you communicate that to the consumer? And we would put these test things in bottles of premium, other premium waters that were higher and just a regular spring water to a Aquafina or Dasani as an example, which are Coke and Pepsi brands that, that are reverse osmosis.
So they don’t have a lot of TDS in them either, but, you know what, what makes me want to consume one versus the other? Now the tools that we were using to put in the other premium waters that were really high on minerals would turn the premium water into what looks like palms gun, a scum.
And I kept on telling my business partner, I said, I don’t really think we can market that to the consumer. It’s. Great. I know that you raised the money based on the fact that the investor would not drink those other waters, but, and so you have to, um. With premium waters and there’s a ton of ’em, and they’re all, they come from all over the world.
You have to really figure out the marketing aspect and the emotional connection and the, like the example with Fiji, your marketing it through the packaging and that’s what’s really selling it.
We could talk for a long time about a lot of these a lot of these drinks. It’s been fascinating.
Just two final things I wanted to ask you about, and one is just something you alluded to earlier in the conversation. I know you’re working on putting these 10 pillars into a book, but tell me just in a broad sense, what are the 10 pillars really about?
The 10 pillars. I like to also say that without all the spokes of a wheel, you can’t really move it forward.
The 10 pillars are all the pillars that I believe are critical to having in place in order to have a successful company, and they range from. The first one, which I’m actually in, in the link that I’ve given you. I’ve written an overview of market opportunity and consumer need, which we talked about a lot during this meeting.
But it goes all the way from the viable business model, which I talked about, and that’s one of the pillars, making sure that you have the viable business model product differentiation. Then sales and distribution marketing, both consumer messaging as well as how you promote with your customer base and financing, the critical areas that you really need to have in place to make sure that you’re funded well, so that you can be successful year over year.
And so that’s what the 10 Pillars are all about. They’re putting team and infrastructure that’s it, it covers every vertical, every aspect of what it takes to be successful.
Fantastic. And then there’s something we’ll talk about more into the future, I’m sure. Just tell us just on the back of that, the the link that we’re gonna put in the show notes to people, what are people gonna find in that?
What’s the value for them?
The, they’re going to find an overview of pillar number one, which is the market opportunity and, um, the market opportunity and the consumer need. And I. I have basically written a, pretty much a white paper on. What it takes to, what you need to know about that first pillar.
And and so it’s it’s a a teaser if you will to help the the client understand. Anybody who’s interested in really. Looking into it further. And of course my website as well actually has all 10 of the pillars and what you’ll eventually learn from the program that I’m putting together.
But, and the website has a recap of each one of the 10 pillars. And
I think what’s important for people to understand as well is that these learnings from, that you’ve had extensively in this industry apply to other industries as well. So it’s not something that is just restricted to people who are thinking, oh, I’ve got it.
I want to get into the food and beverage industry. There is the implications for this and the learnings from this are extended to many businesses.
Absolutely. And I like to think that way with regard to the 10 pillars. And a lot of times, somebody came to me the other day and said, do you have experience in the beauty world?
Even though it’s not food and beverage, it is still B2B, then B and B2C, and. The all companies, to some degree, are working the same way, whether it’s technology or building. A another type of product that is, is to be sold primarily to the consumer. But it the things that you need to have in place do crossover.
Other industries, almost every industry.
I’m gonna encourage everyone to check the links out in the show notes to get access to that. Just one final question that I like to ask all my guests is, what is the aha moment that people have when they come to work with you that you wish more people knew they were going to have?
Have to go back to the lack of industry experience and the. Their passion is so strong, but their frustrations around everything. I had somebody a lot of times they’ll, the aha moment though for them will be we’ll talk through all of this. And I had somebody call me about a product that, that was to be added to coffee that you bought.
That was. Ready to drink. And I said, you really need to know you, you really need to be going to the coffee buyer, not the beverage buy, not the package beverage buyer. And the gentleman said to me, are you kidding me? That’s amazing. And so it’s just those little nuggets that when we have the conversations and I don’t.
Like to give out a whole lot of information necessarily, but as we talk through their idea and I share with them answer their questions and it’s a nugget like that will be an aha. It’s not just one area or one thing. It’s just that all of a sudden I say something and they’re like, wow, I never thought about that, but that’s amazing.
That’s. That’s great feedback.
I love that. I love that. And look, thank you so much for, in incredible insights fascinating industry and lots of things that I think all business leaders can learn from in this. And as I said to everyone, I encourage people to go and check out the links in the show notes to find out more.
But Demi, thank you so much for being part of the program.
Alright, thank you. Thank you for having me.
And to everyone listening in, don’t forget. As I said, check out the show notes. And also don’t forget to hit subscribe so you never miss an episode. Until next time, don’t forget to tune in to Biz Bites for thought leaders.
Hey, thanks for listening to Biz Bites. We hope you enjoyed the program. Don’t forget to hit subscribe so you never miss an episode. Biz Bites is proudly brought to you by podcast done for you, the service where we will deliver a podcast for you and expose your brilliance. To the world. Contact us today for more information, details in the show notes.
We look forward to your company next time on biz.
Beyond Management: Leading with Purpose, Resilience, and AI Smarts | Biz Bites for Thought Leaders
Join Anthony on Biz Bites for Thought Leaders as he chats with Johann, a sales coaching expert focused on purpose-driven business, and Brigitte, a master coach empowering female leaders with emotional resilience and work-life balance.
This episode delves into the critical differences between leadership and management, how to align individual strengths with organizational goals, and AI’s transformative impact.
Discover why both guests see AI’s potential to free us for creativity and connection, emphasizing the importance of adapting to technology while maintaining ethical practices.
Experts include:
Johann Psaila – Blueprint Coaching
Brigitte Johnson – Coach Adviser
Sustainable leadership and ai, a panel discussion with two people who haven’t met before this particular podcast, which makes it all the more exciting and it made for an absolutely amazing discussion. You do not wanna miss this episode. We have Johann, who has a background in sales coaching, and he brings decades of real world experience helping business owners scale through authentic, I should say, sales leadership.
But what we really love about his approach is he is so much purpose driven that he has also established a publishing company where proceeds a hundred percent of the proceeds, I should say, are going back to a charity in Africa. I. So we are talking to someone who truly understands purpose driven business, matching that with Brigitte Johnson, who is a master coach and strategist who spent 20 years helping leaders, particularly female lead leaders, I should say, navigate the challenges of sustainable success.
Sustainable is something that we are really gonna press home in this discussion. Mixed in with purpose driven and mixed in with the impact of ai. It makes for a really an amazing discussion from two people with incredible varying expertise who come together and really do agree on the way forward. So you don’t wanna miss this episode.
Sit back, relax, enjoy it, whatever you are doing, and make sure you listen to this full episode of Biz Bites for Thought Leaders.
Hello everyone, and welcome to a very special episode of Biz Bites. I have two guests with me today. They haven’t met each other until a couple of moments ago, and this is gonna make it for an even more interesting discussion. So welcome both Johann and Brigitte.
Thank you. Thank you for the introduction and lovely to meet you too, Brigitte, on a short notice.
It’s been it’s always good to connect with new people.
Fantastic. Lovely to meet you Johann. Thanks for having us, Anthony.
Absolute pleasure. So as we like to do at the start of the program, it’ll allow each of you to introduce yourself. Johann, why don’t you kick things off and tell everyone a little bit about you.
Cool. So I’m very transparent. So Anthony, you can even ask any question throughout the show as well, both personal and professional. But on a professional level, I’ve got two business to. I basically help business owners make more money through sales. I do a lot of sales training, sales coaching, one-on-one coaching sales workshops with large and small medium organizations.
But the reason why I love it is I’ve been in sales since I was 14 and I’m now 40. So whatever I teach and preach for businesses are things that I’ve actually done in my own world. So that’s my big point of difference there. And then I’ve also got a second business. It’s a publishing company.
So I’ve created actually my first children’s book only about eight months ago, and I created a publishing company called Blueprint Publishing. And a hundred percent of the net proceeds of this children’s book that I created go to a charity in Africa. So on a personal level, that’s my purpose is is helping others and that’s part of function that.
So that’s a bit about me for now.
Fantastic. I love it. We have plenty to come back to. Brigitte, what about you? Introduce yourself a little bit.
Sensational Johann, that’s I could have done with that when my three kids were little. I am a bit of a rebel thinker. I’m a master coach and a strategist and pretty much a thinking partner for my clients, which range from leaders in education to across.
Probably quite a number of different sectors. I cannot think of many sectors that I haven’t worked in my 40 years of coaching and leading. So yeah so basically my core strength is curiosity. And I didn’t even know what coaching was. When I was leading a team of 50 back in the early, earlier part of this century.
And then. Discovered through McKinsey that this thing called coaching exists. And sure enough, I unleashed myself and set up my practice pretty much, within weeks. And so it’s been a journey of 20 years of my practice, which is really cool because I’ve got my three teenagers and my dog.
I love to travel and and help purpose centered humans to, to lead sustainably really is my core value.
I love that. It’s a it’s a lot of really important ideas that you’ve both hit upon there. And this is where I want to start this. Discussion. If I can talk to me a little bit, firstly, Brigitte, about that whole idea at the end, sustainability and purpose driven, because I think that’s such an important aspect and I know I can see Johann nodding his head.
And I know from reading a little bit about your background, Johann as well. I know this is something that’s important to you. So how do you define that? What actually is it?
Yeah. So for me a lot of the client community that I’m, I work with successful on the outside and hopefully on the inside. Female leaders struggle with common themes of burnout imposter syndrome just feeling like they’re just spread too thin and there’s not enough time.
Really. What we do is we look at, okay, what is sustainable success? How can we get to where we want to go and stay there and hang in because the world needs. More female leaders. We know that organizations that are, that have a good representative of females on the board and on in the C-suite do better.
Yeah. From an ROI perspective, they perform better. But our systems aren’t designed, haven’t been designed. For women historically. So what we’re looking at is, okay, how do we elevate the leader to have not just authentic leadership, but sustainable? So these are micro habits. These are evidence-based practices that you probably have heard of, but with coaching.
It creates that safe place for someone to sit and go, ah, you know what? I really marked that bit up. I’ve done it again. I’ve over committed or I’ve tipped the balance too far in, in the favor of work, and now I’m feeling, totally disconnected from my partner or my kids, or whatever it is.
So these are the sorts of issues that we help to address in coaching.
Yeah it’s such an important. Aspect, I think to be able to look at that whole notion of something that is sustainable. Because when you start with trying to elevate people, unless you’ve got longevity to it, it’s a hit and miss kind of scenario, isn’t it?
Correct.
And I guess that’s the element as well where coaching comes into it, doesn’t it? Because it’s about trying to find ways to keep maintain that.
Yeah, absolutely. We’re obviously in a very interesting time in history globally. There’s a lot of disruption regardless of what gender we are, for across the board for all of us politically economically there, there is enormous.
Disruption happening. And what we’re finding is that, and that, and I haven’t even got to the sort of, the main one, which is obviously the technology. And when we think about this, we’re looking at, okay, how can we be more human in our leader our approach to leadership agreed. How can we bring more empathy, more compassion, more resilience?
How can we navigate transitions because. Humans aren’t going to be replaced by machines in the most important aspects, which is connection, right? Um, sustainable leadership is also about riding that wave of technological disruption as well.
I think that’s something we need to come back to.
But Joanna, I wanna bring you in here because I think it’s really important to understand as well that sustainability. In terms of sales and sales leadership is incredibly important, isn’t it? Because there is a quick burn and a churn and burn theory that’s existed in the past as well. And if you want to survive, you have to find a way to make it sustainable.
Yeah, I think Brigitte, hit something ahead on the nail like I think my coaching aspects and philosophies are very aligned, and it might be for a different market, but. It’s for the same outcome. And usually when I work with business owners they have this expectation on maybe what they wanna achieve within their business, but it’s not necessarily aligned to what their staff think that achievement is.
So always this alignment. So sometimes what I need to actually do is integrate and alignment theory where both the owner has a target and the capacity of a salesperson as well. Because Brigitte mentioned, burnout is such a big thing. And I’m a big believer that compounding on small steps is such a greater thing than trying to do things on a massive scale than then burning out and ruin, ruining your whole ecosystem as well.
But the other thing that I like to personally do with sustainability is that when I’m associating or talking to a business owner, that’s what I primarily do is I don’t look at how business is performing, how internal. Perform. Are they in isolation mode? Are they neglecting, are they angry, are they frustrated?
And that usually will paint me a picture on what’s happening in the business, not vice versa. So I don’t look at the business. I actually look at the owner first and seeing how they’re reacting, trying to find out exactly what is happening within them. So that is my sustainability. Sustainability means long.
I’m a marathon. I run. And it’s all about steps. It’s all about doing things in slow patterns. So I’m a big believer in that too.
Yeah, sustainability is. Important and I think misunderstood word. You know, Brigitte, if I can bring you back in there, that I think people, think about it in terms of the environment.
They think about it this kind of eerie fairy sort of term, but it has more meaning and depth to it, doesn’t it? And is that getting through to people? Are people understanding what it really means?
Yeah, absolutely. I’m talking as practically and fundamentally as 70% of adults are not getting enough sleep.
We’re going about our day with our, executive functioning, nowhere near full throttle. So leaders making critical decisions, under enormous pressure. Sleep deprived, or, I love hearing Johann’s running. Just having that outlet. ’cause we know that kind of energy is important for sustainable leadership.
Yeah.
We know that’s what gets our, the blood flying to the brain and so those sort of fundamentals. But then there’s also. Sustainability I think about with purpose, right? Are we tapped into the purpose, the why of what we’re doing every day? How do we get that practice happening so that we’re actually not just clear on our own purpose, but also that our teams are really clear on why.
They’re doing what they’re doing and the difference that they’re making and the impact that they’re having. And I think that younger obviously the younger generations are really wanting to go to those purpose-led purpose-driven organizations. So you’re gonna win the war for talent when you have that.
Level of sustainability.
We hope you’re enjoying listening to the Biz Buys podcast. Have you ever thought about having your own podcast, one for your business where your brilliance is exposed to the rest of the world? Come talk to us at podcast Done for You. That’s what we’re all about. We even offer a service where I’ll anchor the program for you.
So all you have to do is show up for a conversation, but don’t worry about that. We will do everything to design a program that suits you. From the strategy right through to publishing and of course helping you share it. So come talk to us podcast done for you.com au details in the show notes below. Now back to Biz Bites.
You’re gonna win the War for Talent when you have that. Level of sustainability. And then there’s like that, there’s, look, I’ve got eight huge pillars of, of all of these micro habits that you can pull into your day. But we look at each leader individually and figure out where are your strengths?
Where are you energized? Where are you playing to those strengths? But where are also the blind spots or the weaknesses or the areas that you, you’re gonna. They’re gonna become big traps if we don’t address them quickly.
Yeah. It is important isn’t it, to try and understand that because there’s one thing zeroing in on your purpose, but it’s another thing as you say, trying to find those blind spots and yeah, and I think that’s an area that is.
Particularly interesting when you talk about the marathon and running step by step, like it gives you a lot of time to go, okay, you can focus on what’s in front of you, but what is on either side? What are those areas that you might be a little bit weaker on?
Yeah it is actually interesting.
A lot of people say to me, or how do you become such a great marathon runner? Or you don’t like to run, and it’s a natural gift, if I’m being honest with you. So I’ve always had that bit of advantage that. We’ve got like what Brigitte said, or strengths, and I’ve probably realized what those were.
Quite a young age, which is naturally sales, natural running, and I’ve influence. I succeed when I step out, not outta my comfort zone, but something that I’m not a specialist at, that’s when I really get fatigued. I really get burnt out and I actually really crash. And I’ve got a big faith background and I believe that we all have a special gift or two.
And I think sometimes we need to understand that we may have four or five different talents within us. And then how do we use us? Use it. So it’s not just happening for us, but through us to empower leaders, staff members, and everyone within our circle, both on a professional and personal level as well.
And that’s something that I really love to, to harness in. I believe that everyone’s got some, unique talent within them and had we extract it out so they can use it within the marketplace to benefit them. And I’m a big believer in that too, to be honest with you. You probably see me smile because I’m very passionate about that.
And it’s interesting I think all three of us have a very clear idea of what we. Great at and what our, superpowers for want of a better term are, but Brigitte, how easy is that to make sure that when you’re dealing with teams and people that in, in, whether it’s across an organization or just individuals coming to you, that their purpose has actually been realized That they’re not just going through the motions and fallen into something.
Because I think we’ve probably all done the same thing at various times in our career, right? Where we’ve fallen into something and we can do it. But it’s not our purpose. It’s not what we love.
Such a great question, Anthony. It’s that kind of golden, that zone of deep fulfillment when one’s strengths are aligned with the purpose of the team and the overall mission of the organization.
That is a sweet spot that I think, every young person or EE, every person, emerging leaders, established leaders. Everyone in an organization should have the opportunity to at least have that conversation with their manager of how do I align and bring more of my strengths to this role, and how do we evolve the role to suit me?
Because that’s when a team of individuals is more than the collection of the individuals. It’s a real kind of. It’s a force to be reckoned with. And the organizations, you can see them that get that that really actually tap into what’s the, what are the gifts that these people are bringing every day?
How do we dial that up? How do we get them more in flow, more energized with what they’re doing? More intel. We know that when you’re playing to your strengths and when you’re bringing your strengths to work and you’re acknowledged for that, and and there’s an outlet for that. The performance improvement is more than 40% sustainably, right?
So you are, people are feeling like they belong. They’re aligned with the purpose. And it’s extraordinary. It’s it’s so wonderful to see those benefits and this is where sometimes working with the leader to see that maybe they’ve got this candidate in this role that is not gonna, is not a good fit.
But it’s a great person for this activity over here. Let’s just change things up a bit. Let’s not be too fixed in our mindset of who we want in each role. So it’s a bit of bit like a jigsaw puzzle really.
Yeah it’s an interesting point. It’s something that sort of crosses over to the topic that I was discussing recently on another episode.
It’s that definition or that differentiation I should say, between management and leadership because they’re not the same thing. And trying to find people that might be a leader in a certain area doesn’t necessarily mean they’re going to be a manager. The people who are the best at their particular area of expertise doesn’t necessarily make them a manager or, they might be a leader, but they might not be a manager.
And we very often.
Very different. I think it’s a very different d different aspects, isn’t it? And the reason why I just jumped in there was I was talking to an individual after a workshop and lovely lady said to me, I wanna become a leader within my organization, but I haven’t got that management title.
And I actually said that there are many functions you can do internally without that title. You don’t need that title to become an actual leader. Leader leadership actually starts within yourself and what you do without people recognizing it. So we went through some structural behaviors for who to implement within the workplace, but I said actually for experience, what you can actually do, if you want real hard core evidence, is go out to a local community group that needs volunteers.
Use those leadership examples or skills that you’re learning in that environment. See how it’s actually portrayed, and then use it within your workplace. And the feedback was that, hey, in this volunteering place, I’ve got the experience of real leadership. This is what I don’t like about it. This is what I love about it.
And within her workplace, she had the confidence to then talk to her manager and saying, look, I wanna become a leader. But even without the title, but what can I do with you to, blow up my leadership skills? And it was such an amazing thing to, to see. So I think with leadership you don’t need to be a manager or a title or a director.
In fact anyone, everyone’s a leader in some sort of capacity where it might be at home anyway or in, in any environment. So I think it’s about having the confidence to know that. We all have leadership qualities, but then how do we utilize it in different environments as well? I think that’s very important as well.
Yeah. Brigittete, I’m interested in how you respond to that. I.
Johannn, that’s Kenny, because I’ve got a client that I’m working with at the moment who is definitely CEO material, but she has four kids and the realization and they’re at a certain age that, there’s just this small window, and she’s totally leadership material. But we’ve got to the point of do I want it now? Yeah. And the answer is not yet. That there’s times. To, and seasons in one’s life. And it’s fantastic problem to have that she’s, leadership material. She’s been tapped on the shoulder as well, so recognized, but to have that self-awareness and that ability or that maturity to go you know what?
I don’t think this is right for me right now. I’ll I’ll go this other path and then I’ll find my way there. There’s so many pathways but you’re spot on with that leadership influencing without authority, that self-leadership is absolutely where it all starts in my book as well. It’s, a hundred percent is, and then, the leadership journey unfolds, I believe as people are ready for it.
Yeah. So true. It’s interesting, isn’t it? Because you often hear it in sports analogies lead by example. I. And that’s, that, that’s probably the one that, that most people relate to.
You watch a team, whatever team it might be, in whatever sport, and often the leader is that person that is digging in deep and when things are looking a little bit vulnerable in the game that’s when them, going and putting a little bit of extra effort in to try and rally the troops as it were.
And that’s really what leadership is about, isn’t it? It’s not, it doesn’t have to have the title.
Yeah, totally correct.
Yeah. And I think that’s something that isn’t recognized as well, but that’s, but there is that difficulty. Brigitte, bringing back to you. That’s one of the hard things about, you talk about women in business and particularly giving them recognition for where they’re at.
And that’s one of the hard things that they can be leaders within a business as part, the client that you’re referring to would be a leader within the business, but may not have the title of CEO or whatever the. The leadership is, the top management position might be, and that’s a hard thing too, isn’t it?
Because sometimes that title does carry weight. That is important.
Absolutely. It carries weight. There’s a reason that, you’re being paid the big bucks, the responsibility is on those shoulders to make. Really tough decisions. It’s not a popularity contest. We want our leaders, to, as I said, coming back full circle sus to, to sustain their level of.
The quality of thinking, the quality of leadership, and to sustain their energy because we know that organizations, are gonna everyone’s learning and following what the leader is role modeling. So it sets the cultural tone for the organization. And the flip side of that is what we’re seeing is, you get leaders making.
Poor judgment, poor ethical decisions, mucking up. They’re out, that’s it. They’ve self-sabotage, whatever. It has been gone and more and more we have less tolerance and less forgiveness for leaders making. Really bad mistakes because everything’s so transparent now.
Yeah. Agree.
And whether you like it or not that’s just the way it is. That’s another thing that I think that leaders of today are really exposed to, not just the rapid rate of change, pace of change. But this transparency.
Yeah. Yeah. It is it’s there is, and we wanna come into this rapid change in a moment, but yeah.
Johann, I just wanna bring you in as well as is that the. We’ve talked about CEO kind of level, but when you talk about sales management level, is there a discrepancy between the people who are the lead, who are the leaders, and who are the managers and who they have the title and who don’t in the sales area that you are seeing?
Yeah, look, sales is a very unfair part of a body of a business, unfortunately, because I think generally if you’ve got that management position and you’re not a leader, but you’re bringing a lot of revenue. Sometimes your optical lens will be focused on revenue rather than leadership qualities from a high management point of view.
And that’s probably the biggest thing that I see when I speak to owners. But they’re like, this guy might not be the best leader, but he’s a state manager or a manager because he brings in the most, revenue in. And then sometimes my argument is that I can guarantee if that person wasn’t in your business.
Your other people would fire up more to a level where that revenue will exceed. Because again, going to what Brigitte said, you’re gonna be more sustainable, more happy. You’re not gonna have that churn rate of salespeople leaving in and out, which is probably costing you more than what you realize. So I think when you’re coming from a coaching point of view, where’re a different set of lands that we’re not working in the business it’s an overview.
So the advantages that you get is we get to see things that. Maybe, a biased owner won’t be able to see. And I’m very transparent in those conversations that just because someone’s making the most numbers doesn’t mean they’re the best manager is a or a best leader. It’s two different functions.
Yeah. And yeah.
And sometimes right that taking people away from what they do best. In this case, they’re a leading sales person, means that they’re spending more time on the management side of things and not doing the thing that they’re probably a best at. And B, most importantly, love.
Yeah, correct. And I think just on that point, sometimes what I actually do is if you’ve got. A person who’s a manager and you’re expecting ’em to do a lot of sales, I tend to find out burnout really occurs, or again, a churn will occur ’cause there’s too much responsibilities. So sometimes it’s having that conversation that your sales managers are not there just to bring revenue, but it’s really to lead, inspire your team.
It’s all about, that’s how you scale. Sustainability, not just everyone’s trying to do everything. That’s where problems occur. And especially in sales, when people get desperate, when their revenue’s low, they do crazy things. They self-sabotage or a lot of bad things can occur in that place as well.
So it’s so important to be number one, transparent. But number two, just to, just to be flexible as well, and move people around. It’s very important.
Before we just come into the technology thing, there is one question I wanted to ask you, Johann, because it’s something that I’ve seen over the years and I’m wondering where you stand with this.
There’s an often sales sits. I wouldn’t say independent of the organization, but they seem to be a law unto themselves and often there’s a lot of friction between the operation side of the business and and sales. I’ve seen it, I’ve seen it firsthand very early on in my career where sales and operations were literally at 50 cuffs at this particular organization.
But is that something that still exists or is that, that those tensions seem to have watered down or what are you seeing?
I would say 95% of organizations still have it. I wish it wasn’t the case. And a framework that I actually will share with everyone, and this is just like free value is I always get both teams to be together.
And what I’ll do is I’ll ask the sales team, what are three things you’d like from your operations team? And I’ll ask the operations team, what are three things you’d love? From your sales team, and it’s not about cleaning a fresh start or a clean slate, but it’s about building trust slowly and over time as well.
And I’d be, I’m a big believer, my philosophy in sales is that when I do well, I’m helping people. I’m employing people. People are growing. I wanna support my operations team. And I always encourage the salespeople that your operations team are the backbone to what you do.
Yeah it’s really hard isn’t it?
Often to understand. I think part of it is the commission based, right? That’s a source of tension within a business because you’ve got operations who are paid a fixed wage, generally speaking, and then sales who are often on some sort of commission based, and so that. Breeds friction
inness.
Yeah, for sure.
Now I don’t suppose that there’s not really an answer to that one, so we’re gonna move on to something that I, that we’ve, you’ve all touched on, which is around technology and the, and there’s a lot of tension as well with technology at the moment, and it’s moving at such a rapid pace, particularly in the past couple of years with ai.
And there’s people who are, feel threatened by their job. There’s, there’s peoples whose business feels like they’re under threat because they need to move faster with technology than they can actually handle. Where does that sit firstly, in terms of leadership? Brigitte? Where is it that people should be positioning themselves in relation to technology?
How do they harness it?
Yeah, I think ignore it at your peril. Really. I’m there is no conversation that I’m having in any client boardroom where, it’s a good idea to I. Downplay the impact of ai. What we are seeing is, and you might have heard a lot of people talking about, be the thinking partner.
Use it, leverage it as a a thinking partner collaborate. I think it’s a, you are the master and it is the servant. It’s a very poor master. It, there is not an ethical kind of dimension there. There’s not a human dimension. These are not human beings, right? These are machines, right?
And we need to feed, but the opportunities. And what the applications that we’re seeing in organizations that have got this alignment with their purpose and their people, and they’re using and harnessing ai. To actually boost the roles, boost the performance of of their teams. It’s extraordinary, really inspiring.
One of the things that I was I was looking at was, how do you. Can you create an AI coach? Now, of course you can. I’ve actually created one, but with this little app replica, and Richard, my coach, he’s onto me, right? He’s holding me accountable, but I can ignore him. You can’t ignore me.
I’m actually right. I’m holding you accountable. So there’s and there’s also conversations and emotional intelligence and nuances and all the soft skills they can emulate, but it’s not there yet. But I love seeing, I love playing around with it. Because, it’s important to know where you sit in the world and not to be kidding yourself, that you are irreplaceable. My key strength is the relationship that I have with my clients that is. If that’s strong, then, and that’s what I train other coaches in too is be confident in that and really own that and own your presence as a human being and as a coach in terms of, having these authentic, real relationships.
The other thing I was just gonna say quickly, and we’ll come back to this hopefully later, but is in this area of mental health and. Looking at how can we leverage all of the apps, which we do. We teach, I’m a mental health first aid trainer, but we also look at how do we help people leverage apps and technology for E-Health because they can now get access to affordable mental health that was not previously available.
And there’s still unfortunately such a stigma in Australia. Around mental health conversations inside organizations. You think about sales teams and it’s warfare sometimes, right? And you’re looking at. Performance is key, right? The, and the the metrics are really king. Is it safe to to talk about, my vulnerabilities as an employee, maybe not.
So this and not anonymity that technology provides in the mental health space. Amazing.
Yeah, it’s, and it is, you’re right about harnessing the technology. It’s using it for good is certainly important. But I do wanna pick up on a point that you mentioned earlier in that, with the having a coach sitting as alongside of you, that’s a, that’s an AI.
Like any of any tools that you can switch on and off, you can switch them off. Which is, that’s the point about the human being. You can’t switch them off. Not to the same extent. There’s the unpredictability of that, that they call you at a, at an opportune time that you get messages in lots of different ways.
And the way those messages are said is very different to what an AI might do, that you can literally just turn off if you want to. Yeah. Good. Yeah. Johann, how are you seeing AI in the sales space and impacting that because that’s an area where there is a big increase in the use of it and the use of it potentially to replace people.
Yeah. Look, I’m a big futurist on ai. I love to always think for the future, and it’s a bit of a frequency that I have, but I actually getting a lot of salespeople and managers and owners of businesses, especially that SME space, to really embrace it because it’s gonna give SME opportunities where they can cut costs, not in terms of human capacity, but on tasks that rather than that sales person doing admin.
They can go out there and actually communicate with customers more because, like Brigitte pointed out, the best thing about ai, you can allow it to take off mundane tasks. But when it comes to creativity or human connection, you need that in sales, but you also need it in life. And I believe that if we encourage businesses to use it correctly and ethically, you are gonna have more opportunity.
Rather than having 20 meetings about, something that’s not productive, let AI do that. But then you and I, Anthony, or you and I, Brigitte, we can connect up in person and actually discuss real problems. But the other thing as well on the human side is that humans love other humans. And empathy, human connection, like love, energy.
We never be. Hopefully we’ll never be taken by ai. But AI will be able to take on jobs that don’t fulfill us. And I think coming back to what Brigitte probably said at the start, is, that’s gonna allow us more time for our purpose. When you think about it within the workplace, what tasks can be taken from AI and where can we sit within that business to use our time and value efficiently?
So I don’t think it’s about replacing staff. I think it’s about how do we change our skill sets within that marketplace, if that makes any sense.
It absolutely does. I think it’s a really important differentiation. I know a couple of instances in small businesses where AI have taken control of booking appointments, that they’ll answer a call and they’ll be able to have a conversation and book you in.
To have an appointment with the main person. So that’s more, as you say, more the administrative mechanics. Whereas if you’re trying to have a more creative conversation about, I. Buying a tool and you want some different kinds of ideas of it and other things that might happen as a result of it.
That involves a, booking an appointment and having a conversation with a human being. Yeah. And if you can make those more direct and channeled that’s definitely going to work. And it’s how. People learn to interact with the ais as well? I think at the moment, from various things that I’ve read and people that I’ve spoken to, it seems to be the rough percentage seems to be that 90% of people don’t even identify that it is an AI at the other end.
And those that don’t seem to care that it is because of the nature of the functionality of what they’re being involved with. And I think that’s going be the hard part is. Where do we start to draw some lines in the sand about saying, no, I don’t wanna deal with an ai, or, yes, I am happy to deal with an ai.
Will all the people be ethical in, in making it certain that everyone knows that you are dealing with an ai? Certainly those that I’ve talked to have make a point of saying if someone asks the question is, are you an ai? They will answer. Yes, I’m,
yep. And it’s, sorry to just jump in again, guys. Something that I actually practice with.
Of clients is when you’re communicating with a client, actually ask ’em how they wanna be communicated with and some will say, I don’t mind what it is. It could be an AI robot, or it could be just an email or a call, but you can have your people that says, I still want that human connection, and I’m still really big on that.
And I’m just looking forward for AI taking tasks away from us that don’t fulfill us, so we can have more time in the bank to do the things that make us more productive and mental health. We’re gonna have more tools. My, my wife has a Tony Robbins up on the phone that she can communicate with every day, and it’s great for those crisis points.
But then when you’re a deep conversation, you still need to reach out to a Brigitte or yourself, really meaning conversations where. It’s other problems, not just one or two problems as well.
It’s gonna be fun times.
Yeah. Fantastic. I I was going to say that I, it’s in the contracting. So you’ve raised a couple of really cool themes there.
One is the contracting with clients, certainly. So with each client engagement these are the options. We have client dashboards where we’ve got lots of resources that can be tailored for clients using ai. But really important with confidentiality and what is documented and how long we keeping, records.
So there’s the, this space, which is very much in this transparency and ethics, and it comes down to contracting, not just for making life convenient for me, but really how are we adding value. To the client relationship here, how are we adding value to the mission? How are we using, AI to, to really as you say, take these resources, offer, the this sort of grunt work.
Away from us, so that we are actually the quality of thinking, the caliber of our collaboration together, the thinking partnership with the areas that we can start getting into, which is creative thinking, which is problem solving, which is really exploring certainly relationship building and taking, making big decisions.
Those are, there’s more space to, to do those things. But again, it has to be negotiated without wanting to sound like a broken record. Yeah, it is. But because it’s, you can have a conversation one week and then the next week, this is the rate of changes. Suddenly there’s a new opportunity that’s opened up for a client.
What do they want to hear about it? Probably. But do we need to negotiate how we bring that on, into the, to the program of work or to the relationship? Yes. It requires a lot more collaboration.
Yeah. It’s it’s important isn’t it? That establishing that, that small point, but in a very important point, establishing that means of communication for people.
And the interesting thing is. Where people might say, oh, I don’t really care. But I think the truth is all people do care. They just don’t know which one they like the most or they want to understand where different ones are appropriate at different times. I think that’s the hard part, isn’t it?
It’s establishing, yes. Book an appointment. That’s a simple thing where an AI could do that functionality because it’s not, it’s a very straightforward task, but have a conversation about what’s going on in my business at the moment. Definitely a human conversation, right? Understanding mental health issues.
I imagine, there’s only a limit as to what AI can do, isn’t there?
Yeah, absolutely. This is a really interesting question or point that you’re making because what we know with high performing teams is when you have an organization and a team culture where there’s psychological safety, meaning it’s okay to not be okay.
This is and there’s a, and there’s a great deal of trust. This is great, but how psychologically safe do people feel if they’re worried about their jobs being, consumed by a computer? So what you want to gain is transparency, is, clarity from leaders on this is how we’re using technology.
This is how we want you to evolve. And are we upskilling? That’s
the,
our. People, to think, think differently and and see this as an opportunity. Do they feel supported in their roles to evolve? Because change is tricky. Do they feel valued? Do they feel like there’s a, a sort of a.
A conversational channel where they can grapple with some of the issues that they’re facing. So those organizations that have got that actually understand this is where we need to be to support our people with this change, then, you’re gonna see some fantastic results and, and it’s exciting, it’s really exciting. Hopefully it gives you more time to write children’s books, Johannn.
You know, it’s actually my first one and, I’m so passionate. I’ve got another book that I’m gonna be writing an adults book actually in August. Sure. About mental frameworks fantastic.
I can’t wait. So yeah, may, maybe it’ll give me more time, but we’ll see what happens.
I think that’s the interesting thing about change. And just to wrap up the the conversation and is that. It does give you more time to do different things. The question is what are you filling that up with, isn’t it?
It’s the rate of change is such that there’s an expectation that you will respond quicker. I had a exchange some messages last night with a with a client who was like how can we speed things up a little bit further? Can we instead of move away from email and can we use Telegram?
Can we use WhatsApp? The implication with some of those things are that you get in contact with people out of hours as well and trying to. And so it is, technology is pushing those boundaries and the speed of change and the availability, and it’s how you actually blend somewhere to find the time to what you should be doing.
And I think that’s the important thing is what you should be doing is important as creating that creativity in the workplace in order to be able to, promote some innovations and things that moving forward. So perhaps just get your thoughts on both of, on, on that. Just to wrap things up.
Johann what’s
So look, humans are very intelligent creatures. We’ll always survive different errors, I think those who are scared, if you’re watching this about ai, embrace it. If you look at history, always look at history. We’ve went through massive changes in different kind of times, and those times would make people scared that things are gonna change, their jobs are gonna be replaced, but we’re evolving human beings.
And I believe if we’ve made ai we’re intelligent enough to evolve above that too. So we just gotta believe that we can. And. Not be disrupted by those things and focus on what we can control and not what we can’t control as well, I think is a big thing.
Brigitte, how do you respond?
Just to wrap things up here.
Yeah. I think it’s a, it’s exciting times. Staying curious is really, I think, my key message for organizations and those that are seeking to, to have, as I said, this sustainable leadership. How do I stay in for the long term while, partnering with ai.
Upskilling learning as much as you can. But remembering that it’s the quality of your thinking, which you know, is gonna make a big difference to and make you irreplaceable when it comes to high performing teams. And. Organizations that, that you wanna be a part of, moving forward. So yeah I think it’s exciting times.
I think I just wanted to say thank you for the conversation because, looking at it from the different perspectives, certainly of sales and organizational leadership it there, there are extraordinary opportunities.
Yeah. And thank you again as well. Yeah, appreciate it.
No, thank you both.
It’s been a really fascinating discussion and I really appreciate it and certainly two very different perspectives and some in some regards, but I think there’s very much a common ground here and I think that’s what’s important and hopefully everyone listening in has got lots out of that. And of course, we will include in the show notes how to get in contact with both Joanne and Brigitte as well.
So thank you both again for being part of the program and, we look forward to everyone, to your company on the next episode of Biz Bites for Thought Leaders.
Thank you very much.
Hey, thanks for listening to Biz Bites. We hope you enjoyed the program. Don’t forget to hit subscribe so you never miss an episode.
Biz Bites is proudly brought to you by podcast done for you, the service where we will deliver a podcast for you and expose your brilliance. To the world. Contact us today for more information, details in the show notes. We look forward to your company next time on Biz Bites.
Search our previous episodes
Our Podcast
Ian Aldridge
Progressive Legal
Legal
In this episode of Biz Bites for Thought Leaders, Ian Aldridge, Founder of Progressive Legal, shares crucial insights on protecting intellectual property (IP) and brands for business success in an AI-driven world.
He emphasises the critical need for robust legal foundations, including proper structuring and commercial agreements, to mitigate risks and introduces Progressive Legal’s affordable Legal Shield service for startups and small businesses.
Don’t miss this episode to learn why proactive legal measures are essential and not just for large corporations. Listen now and subscribe to Biz Bites for Thought Leaders wherever you get your podcasts!
Offer: IP checklist available here.
We’re talking legal essentials for business success. Protect your IP and brand. We get some expert tips from progressive legal ’cause thought leaders. If you are not protecting your intellectual property in today’s AI driven world you are leaving yourself vulnerable. This is truly an essential episode of Biz Bites for Thought Leaders.
We are going to look at the legal foundations that every business owner needs to know. Ian Aldridge is the. Founder of Progressive Legal and he shares some critical insights on safeguarding your business ideas, protecting your brand, and avoiding those costly legal mistakes. With over 4,000 businesses served, Ian can reveal why 75% of businesses, and that is a shocking number A leaving themselves exposed to unnecessary risk.
So get ready for some practical, no nonsense advice on protecting your business assets. An intellectual property in an age where ideas can be copied at the click of a button. Stay tuned for this very important episode of Biz Bites for Thought Leaders.
Hello everyone, and welcome to another episode of Biz Bites for Thought Leaders. And today we are going to explore all things legal. And whilst that may turn a few people off, please don’t shut down. Because it’s a really important thing for small business and I think it’s something that is often neglected.
By many people until it is too late in the piece. So I thought I’d bring Ian along from Progressive Legal to give us a little bit of an insight today. Ian, welcome to the program. Thanks for having me. Ian, why don’t you go ahead and give us a little bit of an introduction as to who you are and what the firm is about.
Yeah, thanks. I started the firm 10 years ago now. We’ve helped 4,000, over 4,000 businesses now that I can count. We do business law, so all back to front for small business, corporate and structuring intellectual property protection, commercial agreements and advice. I.
Workplace privacy and dispute resolution across all those areas. So basically there’s for small business, we’re growing small businesses, not much we can’t do. And I’ve designed the firm around what small businesses need as opposed to just doing one particular. Siloed area, niche but we’ve got experts in each of those particular areas to, to try and make sure that it’s, as much as we can a one stop shop for businesses.
We don’t do property or tax or criminal law or conveyancing or wills, probate, et cetera. We like to. Across those areas. There’s enough for us to keep on top of. But we’ve we’re amassing a bit of a powerful network of other law firms to refer clients to as well.
So it’s not just a dead end when they come to us for other services. 10 years prior to setting up my own firm, I’ve worked for small, medium, large, mega, firms and in-house and banks. I, I found inevitably the bigger the building, the worse the job and the worse the people.
And while I started out my career in, for small suburban practice I found that even though it wasn’t the most financially rewarding, it was definitely the most rewarding intrinsically happiness wise and helping helping. Moms and dads or small businesses that are helping others and not working for, soulless corporations where you don’t see really the output of the advice and you don’t you don’t get to really interact a lot with, with the people and see how that advice is actually implemented in, into a business and how much that.
Can affect someone’s daily life or live, the lives of the people within the organization. So yeah, I came, I’ve come full circle in that way come back and started helping small business. When I came back from London I had a couple years stint there on the, the, you know what what’s very common for Australians to do the two years in London.
And then yeah, when I came back to Australia, I decided to set up my own my own firm. And it’s a big thing. I think that’s the interesting perspective here and there’s lots to, to delve into, but in essence, you’re a small business yourself, and so you’re actually going through all of those pains that a small business operator fines.
I think you’ve just gone past 10 years now in business, and so you understand all of those pains as a small business operator. Goes through because that’s what you’ve been doing as well as servicing clients. Yeah. We, and as we’ve grown as well too we’ve, noticed our clients growing with us.
So it’s really nice to see, I. Nice to see that we’ve had some clients that have been with us from, from still with us, from year one. And, it’s it’s lovely to see, them grow through, their growth as well as see our growth. And we’re enjoying that, partnership in a way.
It really does make a big difference and, from, as I said, like an intrinsic perspective. It’s really nice to see clients succeed and win awards and get funding or, employ the next, round of staff. Secure their, trademarks both locally and internationally.
Secure, big supply and distribution agreements and yeah, it’s really, it’s, and obviously fend off any challenges that happen along the way and know that they’ve got someone that’s gonna be in their corner to back them and fend off any outside threats, which, it’s just a powerful course for business.
It isn’t it? And I think in this day and age, it’s there’s this battle isn’t there in business at the moment where there’s this battle to be ahead and to be different, but also being aware that with the technology that’s out there, that anything’s being put out there is almost being grabbed and being creating a new.
A new staple for other people as well. So it’s an evolving space and one that I think small business at the moment probably doesn’t focus on as much as it should. Yeah, I think generally I was saying to one of my colleagues yesterday, entrepreneurs are risk seekers. We, we are that by definition, we see the blue, the blue ocean and want us to start swimming and see what happens.
But there’s a few, there’s just, I have tried to really encourage clients over the past 10 years to, you can take as many sort of risky activities with your marketing, your campaigns, who you’re gonna tackle and industries, et cetera. And and disrupt, but, there’s just a few things that you just don’t wanna risk when it comes to business.
And that’s, tax and financial and structuring make sure, making sure that’s really sound from a tax perspective so you don’t get, so you don’t get bitten with the right structure that’s gonna, fulfill what you want to achieve in the next five years so that you’re not having to, pull yourselves up by, by your bootstraps or then, having to face a large tax bill because you didn’t realize that there were capital gains tax that attracted to, to a transfer of assets from one type of structure to another.
All these things that, small businesses get caught out on. All the time from a tax perspective, insurance, is obviously a big thing. And for most businesses, I think most owners would probably realize that, that it’s a no brainer to have business. Some form of business insurance, general business insurance and public liability and other and other other insurance.
And I’m encouraging people to think the same about law. Like it’s you, the legal structure of the business, the legal, even just the ABCs of what you need. Where you can push across a lot of legal liability onto others, but you as a business need to actually do that. And the buck stops with you unless you do, and, it falls back on us. We, most business owners forget that when it comes before, when, whenever something comes before a court or a tribunal a court, a judge, a magistrate or a tribunal member kind of looks at business like big, bad business. And it doesn’t really matter how big or small you are, because the, usually the person that’s coming up against is a consumer.
That is a protected species. Like a tenant’s, a protected species, an employee is a, protected species. All, all for good reason. But I think, most small businesses forget, oh when you’re coming before court, I’m not saying they see like Apple, but they do see a business and that’s, it’s your responsibility to make sure that.
Your terms and conditions are clear, unambiguous, nothing contradictory within them. Plain English, very clear. And basically if, it’s almost like the onus of proof just reverses onto you as the business, even though it’s their claim, it almost reverses onto us as a business owner.
To prove why that we should be successful rather than, ordinarily in any other proceedings, plaintiff would bear the onus of proof right? To, beyond, balance of probabilities in a commercial setting. So it flips back on us to prove why this consumer, or why this person, this client, or this customer.
You know why we’re right and they’re wrong. And then only when you’ve ticked those boxes does then the tribunal member or the judge or the magistrate say, okay. What do you say about that? It doesn’t, it’s not the other way. It’s almost, so show me your terms and look, we’ll look at those really carefully first, and they’ll be scrutinized.
Scrutinized very heavily in particular to what they’re actually claiming. And if anything is ambiguous, if anything’s gray, anything, it’s gonna go, it’s gonna fall against us. But there’s some really great. Legal things to push across this legal liability, waivers, disclaimers and terms and limitation of liability.
I won’t bore you with the details. That’s our job. But there’s some really clever stuff you can do to limit the amount of damage and risk management which is pretty much all we do. I’m not. Sugarcoating, really what we do. It was just, it’s really risk management and we are trying to reduce the amount of legal risk for a business as much as we can legally.
And that’s as far as we can go. But yet we saved many clients bacon by having really robust and great legal documents. And the advice that obviously goes with it to educate the clients to make sure that they’ve got, the knowledge around these and be really confident with the, with the documents that they’ve got and the terms that they have.
And it could be with, their terms and conditions, waivers, disclaimers, their supply agreements, manufacturing any commercial agreements and other intellectual property agreements as well to like non-disclosure agreements or deeds of confidentiality. So I guess the main thrust of it really is just as see this as a no brainer, and it’s just a, it’s just a cost of doing business. Speak to your accountant. But, generally speaking the, these costs are tax deductible, for a business. And the knowledge that you get through this process will give you a lot of confidence in your terms and your documents to, to give you that power in a transaction to know what you know.
To know what you’re doing and know who’s responsible for what. We hope you’re enjoying listening to the Biz Buys Podcast. Have you ever thought about having your own podcast, one for your business where your brilliance is exposed to the rest of the world? We’ll, come talk to us at podcasts. Done for you.
That’s what we’re all about. We even offer a service where I’ll anchor the program for you, so all you have to do is show up for a conversation. But don’t worry about that. We will. Do everything to design a program that suits you from the strategy right through to publishing, and of course helping you share it.
So come talk to us podcast done for you.com au Details in the show notes below. Now back to Biz Bites. And the knowledge that you get through this process will give you a lot of confidence in your terms and your documents to, to give you that power in a transaction, to know what you know, to know what you’re doing, and know who’s responsible for what.
I think as well too, clients and customers are becoming pretty savvy. They’re reading some of these documents now. They’re even them, they’re even throwing them into chat GPT to give them summaries. And, there’s all sorts of weird and wonderful stuff going on. People are really concerned with privacy.
They’re starting to read privacy policies and question certain parts of ’em as well too. I know that, that sort of starting to generally happen with obviously, data and privacy concerns generally. People are starting to look at that and say, Hey, where’s where is this stuff going?
And what, what organizations are you sharing this with? And they’re actually ma they’re, and they’re looking at these documents now and forming a it’s all part of this first impression. And almost you can almost, I’ve encouraged businesses for a little while now because it started to get a bit of, feedback. I started realizing from clients, that they’ve actually received good feedback from the people that they’ve been engaging with. That this is a really, these are really professional, they’re starting to be judged on these documents. And as well as I do if you get a, if you get a, a document, given to you legally and you can drive a bus through.
Through ’em, or it looks terrible or it’s, you can tell it’s like a American document that’s pulled off a template off the web, like you, that’s that you automatically start to form a view of what that business is like. Almost like when you’re dealing with a sole trader.
I know it’s, I know it’s I know it’s, it shouldn’t be this way, but some larger organizations will only deal with corporates. Like if a if you’re a consultant, for instance, and you’re a sole trader, there’s, and they won’t tell, they won’t tell them why they didn’t get the job. But, even just incorporating to a company changes that, those optics and then having really great legal documents that are not they don’t need to be extraordinarily lengthy documents.
They just need to be, they just need to be good and not have any holes in them. And and. Be robust but fit for purpose. And if they are and they don’t need to negotiate various terms then you’re more likely to get, you’re more likely to get the gig. Unless and such, it’s, it is so important for business to be aware of it.
And I think there’s a couple of different levels of this. I think one is the simply that most small business operators probably think. A, is it really necessary? And B, have this idea as well that and which is steeped in some degree of truth is that, everyone’s against small business.
It’s we’ve just been through an election cycle and if there was one criticism that I. Heard about in re in relation to all parties and so I’m not being political at all here. All parties? Not none of them had a policy regarding small business and small, there were close to 400,000 small businesses that went that went, out of business Last to the wall.
Yeah. Record number. And when you look at that and you look at all of the things that are against it, this is the hard part is that, often the legals are things that people avoid until they need it, which is the worst time to get to do it, and then not thinking that they can afford it.
And I think that’s one of the things that you’ve. When you establish your firm and what you’ve come up with is you’ve got a, I think you call it a sh a legal shield that is a subscription based model that people can get some assistance for, which is a great entry point really for business.
Yeah. We. We cut our teeth on startups because we were a startup at the time, and I didn’t want to I could have easily gone and set up the firm and started helping banks with their litigation matters. That would’ve been, that would’ve been the, the most financially and wisest, problem move.
But I did it the hard way. Which I often do and backwards. And that was to help startups, not and I was. I was advised very heavily by a number of mentors and other lawyers and businesses, business owners and coaches, et cetera, not to do this because that, traditionally they don’t have any money.
It’s money’s too tied to mention the bootstrapping that they don’t value the advice. All this stuff that I, all this rhetoric that I was receiving and I was part of a a part of a group. That we’re all helping each other through starting a business. And I guess I just didn’t listen to the noise and saw a real need to help startups and small business like I.
People found out I was a lawyer and started sticking pieces of P paper under my nose and saying, Hey, what do you think of this? And I was just shocked to see what was being produced. Most of it was template driven. Being a litigation lawyer, I could drive a bus through most of the stuff I saw.
I. Sometimes it was the advice was just plain wrong. And the clients when, and the documents were just literally, print, print off a Alexis Nexus precedent and there were just garbage precedents. Not necessarily Lexus Nexus stuff, but, some of these precincts that were provided were just, they weren’t fit for purpose, they weren’t tailored and which is what it’s all about.
You need to. Make sure that they’re tailored for what the business is actually doing. I know it sounds like a lawyer selling his wares, the devil really is in the detail, and I can tell you that’s that. That’s true. I’ve worked on cases where one word and it was a 300 million euro.
Case in London, overpaid versus payable like in a contract drafted by a very large magic circle firm. So like there there’s big, there are con consequences and this is the and the devil really is in the detail. And that’s, but that’s our bag. That’s what we do.
And I’ve seen clients come across, or as well too, just DIYing some of this stuff. I’ve had a number of cases restraint provisions where clients of DIY stuff that have ended up in federal court proceedings. You name it, I’ve seen it. I even see, I even, I saw a document once that was it was it appeared American at the start and then noticed it had French language.
So it was, and it turned out to be a French Canadian document proposed. To us by a Thai entity to an Australian client. And it was just like and it was just garbage. It basically just scrumpled it up and threw it in the bin. Just told the client, this is the most obscure document I’ve ever seen.
That just doesn’t do anything. And unfortunately this’s just such an asymmetry of information of knowledge between. Between between client and lawyer. And as you, we all know, there’s, there’s just there’s plumbers and accountants.
There’s, it’s the same with lawyers, there really is a very wide left and right of arc with a quality of lawyer that can provide you with. Proper and practical advice. That’s and that’s what we’ve been striving to, to create is practical and straightforward.
No bs. Just like we’re talking now, business owner to business owner and no jargon, no legally, no, no Latin it’s just, for forward thinking and practical advice that, Australian businesses need. They don’t need, they don’t need the faf, they don’t need the gaf, they don’t need anything else.
And that’s and they need it. And they need it promptly. They’re fast moving. They’re very quick decision making. So when you. Operate in this startup environment. How fast it, it moves how quickly the landscape changes, how the turnaround of that advice and documents needs to be fast, needs to be great quality, but it needs to be quick.
It can’t move like the traditional model. They, they all just look like snails and tortoises. Compared to what they need, which is a hair. And really, prac, the practical advice that goes with that, but that you’ve gotta have the experience to be able to provide that advice.
Yeah, I think that’s the hard part, isn’t it? Is you alluded to it at the beginning that the tendency. Is that, with a lot of businesses, they want to go to someone who will do everything, and you are very clear on the things that you do and the things that you don’t do and that you can, you’ve got partners you can refer to in that, but often I think that’s been the hard part for a lot of businesses is they go to someone who just.
Wants to do everything so they do their best, and then ultimately you’re not necessarily getting the best advice possible. And I wanna explore in a moment, the areas of IP and trademarking because I think that’s particularly important to small business. But just on that note, as far as being very clear about what you do and what you handle, there’s to, to my view, there are too many law firms out there that.
Purport to be servicing small business, but don’t really. Yeah. I think yeah, there’s, I think when you do some general Google searches for the, for, for those terms that, for the service that you’re after you can get a gist of who who’s who’s out there and doing.
And you can read their blogs, read their look at their five star, their five star reviews on Google Read, and we are getting a few people that are doing that now and saying, I already like the way you communicate. ’cause I’ve read this, I’ve read that, I’ve looked at this on the website, I’ve looked at your reviews I’ve watched a video on your YouTube about, about this.
And I’m prepared. And I’m, and I’m, I’ve looked at how much you charge on. Fix the basis on your website and I’m ready to proceed. So that, but doing that due diligence, and I encourage everyone to do that first before they choose a provider because yeah, you can, you really can get caught out with some firms that are trying to go after this market.
And I think that first conversation, you should get a really good first impression of whether or not they, they’ve got experience in, in, in assisting small business. And I even ask like the lawyer that you even speak to first, ask ’em those questions, how many small businesses have you helped?
And in my industry how many, have you helped a lot in my industry. ’cause ev every industry is different. And industry experience is a really good it’s a really good measure of how much work they’ve actually done. I. And also too, just asking the, the lawyer that they put you in touch with first, see how much experience they’ve got.
You can look ’em up on LinkedIn and see how many years they’ve had as a lawyer. You don’t even need to ask them the question. You can look ’em up online and see you. There’s so much information that you can find out online now from, on various on various firms and the and the lawyers that are working on, on, on them.
So you get a bit, bit more of a background point. Terms of the startups and businesses and and the use of law firms, the, I think the elephant in the room is that you, over the last 200 years it seems to be that law firms have done traditionally a poor job.
Of helping of servicing businesses, small business in Australia, if it’s the case, and I think like anecdotally, this is what we have, the research has shown for us. As we’ve asked various businesses, I would say three quarters of Australian small business would have an accountant that they go to or can go to for advice.
But I think it’s probably the case that 25% of small business have have gone and saw, seen a lawyer and got some advice about the business and have got a lawyer that they’ve, that they’ve got that, that perhaps understands their business and they can go through for time to time for advice.
But that leaves a very big percentage of businesses out there, like 75%. If 75% of small business in Australia do not have a lawyer that understands their business that they can go to from time to time, or scarily have never received legal advice, then you know, that means that it’s not the client’s fault that they’re doing, that they’re doing this.
It’s, it, there’s two sides to this coin. And if law firms have scared, businesses off from getting those services have been really, challenging to deal with. Too hard, too costly. And, tr we did a survey and we started the firm and it was cost, communication and care.
That was, there were the three things that kept coming up. When we were asking our group that were very honest and open with us about it. And initial clients we wanted to get that feedback. Why would they not, engage a lawyer and a law firm?
And it was, scary and costly and, they communicated differently to them. They weren’t speaking the same language and they didn’t feel like the lawyer actually cared about their business. So if you are doing those three things better than the other firms, then. You’re gonna win.
You’re gonna be, you’re gonna win because you’re gonna be at least very competitive because at least clients will be happy, happier with the service and more likely to come back and get other services from you. So that’s really been the driving that force in the first, at least in the first three years, for us to really focus on those three areas, focus on the top three issues.
And go at those really hard and walk the walk. Not just, talk there’s a lot of firms that say that they’re straight talking or Yeah. Relation, relationship driven or care about their clients. But how do they do that? Like that’s, it’s an interesting marketing dilemma.
It’s one of those things that I remember. Hearing this years ago, and I’ve said it to my clients as well over, over the years it’s like, how many people say that they’re really excited? Don’t say that they’re, you’re excited. Demonstrate that you’re excited. Yeah. It’s easy to say things. How many, talk as cheap.
Yeah. How many websites do you see, oh, we’re the leading who nominated you as the leading, like under what premise are you the leading whatever it is that you are saying? They’re mother, they’re mothers. It’s exactly. And I think that’s there’s some basic stuff for businesses to understand that you are doing.
There is saying one hand is to find out what they want. The other hand is to actually talk to those things and deliver on those. Things as you’re going through the process. And I think too often it, it happens in any business where what they’re doing is they think they know what the audience wants.
They’ve never really checked. They thrust things upon the audience that they want to sell and don’t necessarily talk the language that they’re talking. And so there’s a disconnect and I think that they’re important lessons for business regardless of what profession you’re in. Yeah. And, li listening to them and what, finding more, it’s more finding out, than listening.
But listening is obviously very important, but in order, there’s lots of things that clients won’t tell you. And we were shocked when we heard, when we did this survey and found out, cost like bill shock. Don’t know what the WTF you Ali rates this much. Wow. What does that all mean?
How much is that gonna cost? Very, it was very nebulous sometimes. And then, bill shock would occur. And so obviously that was a big deal, communication, not responding to phone calls or not getting back to ’em, even if it was just a quick, text message to say, Hey, it’s, I got your missed call.
I’ll come back to you later. Or. An email came through, Hey, I just, I saw your email today. I’ve just been on an urgent matter. Your, you’re first on my list tomorrow morning, would it, whatever that might be. So at least the client’s not gonna bed going, did they get my email today?
We’re moving in such a fast space environment. If I don’t come back to a client, they’ve emailed them in the morning and if I haven’t come back to them by the afternoon, they think I’ve gone on a holiday. Yeah. Honestly, this is how fast it is. But, the traditional law firm doesn’t get that.
And that means they. They will miss out on all this opportunity ’cause they’re not moving fast enough. And it is such an important thing and I think the pace that we are moving at, I. Also means that ideas that you have today could be stolen tomorrow. Because and not because they necessarily and not necessarily because someone looked over your shoulder and said, oh, that’s a good idea.
I’m gonna run with it. But more because that 24 hours can be enough time for someone new to come up with the same idea and then. It’s it’s so funny as well too. There’s people coming up with very similar ideas around the world at the same time, because the prior art base is moving in that same direction and it’s easy to think, oh my God, this person’s stolen my, my idea.
But it’s just literally the, someone else has had, sure many people have had the same ideas that I’ve had about stuff, but it’s, whether they implement them or not is another thing. And in Australia we’ve got a first to, first to use not necessarily a first to file system, for instance, with trademarks.
But, it’s always better to be first anyway. And that can be a matter of yeah, who, who got into IP Australia first for the filing. And that’s an area I just wanted to explore briefly if I can. Yeah. Because I think it’s really important for small business, particularly in a day and age and where AI is such a big factor.
And the minute you start putting stuff out there and feeding it into an AI tool, it starts becoming free for all. And so there is, there’s people that are jumping on that bandwagon, not being aware of it. Then there’s the other side of things of people being. Too cautious to publish any kind of content anywhere because they think, oh, it’s my intellectual property.
How do you find that balance between what is your intellectual property and what you need to actually what you can put out there? Where is that line? I am gonna give you the most amazing legal answer. It depends. And unfortunately it really does. It depends on what type of intellectual property it is.
So for instance with a patent with any sort of novel or new idea process, how to do something that’s a, novel and inventive step from the prior art base. There’s. A number of things that you should be considering. And I know there’s lots of people with lots of opinions.
We all know what they say about opinions. They lost most of ’em stink. And and unfortunately they’re based on their own either, Bush lawyer their own research or what they’ve been told by another. Lawyer or patent attorney, which may have applied to their particular case, which was right, or it might be wrong advice.
And then they, and they sprinkle it on Facebook and give, advice to these people. I’ve had to like chime in a number of times on a number of times on groups. I’ve almost given up, trying to keep battling that. But yeah, definitely. Taking, getting, I, I’ve found generally in business, getting the right advice from the right people at the right time is super invaluable.
So if you have, this idea about a patent, et cetera, don’t go disclosing it to anyone. Get the advice first. Work out what legal documents you might need to put in place, first and, put out a road, a roadmap of what you need to do at what particular time. And then.
For for when you want to, publish and because the danger is once you put that out online you can be deemed to be, that could then be deemed to be then part of the prior art base. So then you do you undo yourself from your own patent application because you’ve publicized it for advertise it for sale, or.
When they look and they do look back in the way back machine and look at and they’ll, and if they find their stuff then you can come a cropper. As I say it it’s hard because everything that we come up with that’s new is based on something else that we’ve seen or heard in circumstances.
And inadvertently you are you can be copying some other ideas. Sometimes it is very obvious, let’s turn the three whatevers into the. Three something else. Yeah. That’s just a variation on a theme. You see a lot of that stuff being done and people developing other people’s ideas and sometimes they’re, people will openly say it’s based on the principles that I read in this book, or that I heard in from this person.
Yeah. But. Are those adaptations, your own intellectual property or there things that, if they’re based on lots of other people’s that, you haven’t got something fresh there. We do a lot of intellectual property infringement and copyright, which you’re alluding to there, I think copyright infringement as well, which is not pardon the, pardon, black and white sometimes.
And, usually with the copyright infringement work that we do it’s, it’s pretty blatant when you see slabs of text copied. That’s, that that’s more, more clear cut than say, for instance of, a rewording of a an idea or a piece of text.
I’d strongly advise against just publishing text that’s spat out through through I. Through any of the any of the ai producing content platforms you just don’t know where this is being produced from. You don’t know you don’t know as well too what other people may be using as well, and that becomes duplicate content that.
Google doesn’t like, like sometimes the people are putting in the same sort of prompts and it’s spitting out pretty much the same word for word. So if you are publishing that and someone else is publishing that then Google’s gonna penalize you both for having duplicate content.
Yeah, you have to. You not only, you have to make it your own checking. It is huge because if you if you look. And when you ask for a piece of content from yeah, any one of the ais and they often give you reference materials and it looks great. ’cause you see there’s 20 references there, and you think, oh, that, that looks amazing.
And you a quick look and you think, oh, they seem like legitimate websites. Actually click and look at what those things are. ’cause more often than not, they don’t exist. I think people completely made up. Yeah, it’s just the, they’re hallucinating. These and the hallucinating case law references.
There’s been some lawyers that have been busted for producing submissions to the court. Enough for the Supreme Court to put out a. To put out a a directive that, if any lawyer’s caught doing this, like they’re gonna, they’re gonna suffer great consequences, like quoting cases that don’t, that they, at the moment, AI is just not there yet.
And even had clients, giving me wordings for contracts and all sorts of stuff using AI to slightly say to them, nice try. It was good. It was a good try, but it’s, it’s not it’s still not gonna do what it needs to do. So it’s not there yet. I don’t, I suspect it’ll be it’s not gonna be far off producing something that might be 80%, 90% there.
But, still, I think there’s gonna be someone with a legal eye to to check this stuff. But yeah coming back to your point, the substantial reproduction of copyright material, I think, we are living in a day and age now where it appears some people do not have an original thought in their head.
And I generally say if you’re gonna produce content based on other content. Like really make it your own. Like of course if you, we all draw some inspiration from, from what we see out there. But, really make it your own and make us make your content unique to you and, with your own language.
And I. Really get as far away from that red line as you possibly can. Just like with your taxes. Don’t push the envelope with what you can claim and not take the advice from your accountant and stay away from the red line as much as you can. It’s just not worth taking those risks.
No. Abs, absolutely. I a hundred percent agree with you and I think there, there’s so many avenues to explore in all of this, particularly around those areas of just IP and trademarking and I think it’s, I. A hundred percent worthwhile for people having a discussion with someone like yourself.
And I should point out, of course, that we’ll include all the details on how to get in contact with you in the show notes. And I know we could talk for many hours about all of these different areas and I appreciate all the insights you’ve given me. I did wanna just wrap things up with a question I like to ask all of my guests.
Yeah, go for it. Which is. What is the aha moment that commonly business owners have when they come to work with you that you wish more people would know about in advance? And I suspect we’ve talked around this a little bit in this discussion already. Yeah, I think there’s a few aha moments, but I think people generally learn from their own experience, right?
And, that and say to clients that there’s some things that you just, you only do once. And not having a, an employment contract with an employee, that’s a mistake you only make once. ’cause you, and the ramifications of it by going through it, not having a shareholder’s agreement.
I’ve got, people that come to me and say, Hey, I, we need a shareholders’ agreement, and this is, and when I get talking to them, I find out yet they’ve, the first thing that they’re doing is that because they’ve had a business bust up previously where there was no shareholders’ agreement and they know that the only avenue to.
To to go and have that fight is the Supreme Court. And unless it’s over, 500,000 to a million dollars and it’s not, then it may not be worth it. So there’s definitely some of these potholes and and learning experiences that clients, have to go and, we all learn through those experiences. And no one’s, no one’s not guilty of it. Like we’re all guilty of it. And and I just, I know that when clients say was, oh, I wish I met you. I wish I’d met you five years ago. That’s the they’re the magic words for us.
’cause we know at least that they’ve they understand the value of this work in as in asset protection and protection of their business, their brand, their livelihood, protecting this stuff, and that stitch in time saves nine or 900, 9,000 or the whole bag, taking these these initial steps, which it’s just not, it’s not, getting at least some protection is is some protection is better than none. And just doing things in order of priority and just making sure that at least the big risk stuff is dealt with. And then, and then at least your eyes are wide open to, okay, these are the areas, these are the things that we’re gonna need to.
To tie up and we’ll do that when we have this funding or this, and just set out a roadmap for it. So I think that that sort of aha moment comes from the clients when they realize, oh, and it’s great that, oh, I don’t need to go to another service provider to explain this or be referred from someone else.
And then I have that getting to know you conversation again. You wanna. Ideally I think that, and that’s the way we’ve tried to create the firm, is have that so that you can, you can have that almost like an in-house council to be able to go to for this.
For what they for what they need for their business from time to time and then, at least triage and work out what to do from there. Fantastic. Thank you.
I was, that’s absolutely the message, and I think that’s such an important aspect of what we’ve talked about today and I think, thought leaders that are out there and are listening or people that are wanting to be thought leaders, you, in order to put yourself out there, you need the protection, but you also need to understand where you stand and where you can go.
And I think having. A firm that is progressive by name and by nature in the way that you go about it and deal with small business, I think is a huge value add. So thank you so much for being a part of the program. I really appreciate all of the insights that you’ve given us. Yeah, hopefully hopefully the audience has got a little bit out of it.
And there’s obviously Yeah. Lots more to talk about. And yeah, next time on the show I will I’ll do all sorts of, potholes and things to avoid. And things that I’ve, things that I’ve noticed over the last, 10 years advising all these businesses, what, what what are the main things that businesses come across with and where they should focus their attention.
Absolutely. And definitely look forward to all of that. And of course, we will include all of the details of how to get in contact with you in the show notes, including a a link to a checklist. For people around intellectual property that we can also give people as a starting point. So I think that’s great.
So thank you for giving us that as well. Yeah, no problem. It’s a comprehensive sort of list that small business can go through and work out all the areas of intellectual property that they have and create effectively an inventory of it. Make sure it’s in the right make sure it’s in the right place.
And if it isn’t already, what needs to be done in terms of transfer and just. Yeah, because it’s all very nebulous and it’s not something that you check every day. And you start to amass a lot of intellectual property very quickly in a business that you don’t realize. So yeah we worked out, there wasn’t a, there wasn’t a checklist out there that existed, so we decided to create our own.
So it’s. It’s been two years in the making. But yeah, it’s all for Australian small business. So yeah, feel free to to download from the link. Fantastic. Thank you again for being a great guest. Appreciate it all advice for thought leaders and to everyone listening in, of course, check out the show notes and don’t forget to subscribe.
So never missed an episode. Thanks everyone. Thank you. Hey, thanks for listening to Biz Bytes. We hope you enjoyed the program. Don’t forget to hit subscribe so you never miss an episode. Biz Bytes is proudly brought to you by podcast done for you, the service where we will deliver a podcast for you and expose your brilliance.
To the world. Contact us today for more information, details in the show notes. We look forward to your company next time on Biz Bytes.
Valentina Coin
VIA Technology
Digital Transpormation Advisory
In this episode of Biz Bites by CommTogether, a detailed discussion unfolds between the host, Anthony, and Val, a digital transformation consultant from Via Technology.
They explore why staff are leaving organizations and delve into the integration of technology within business systems. Val elaborates on the necessity of reframing relationships with technology and not rushing to adopt tech solutions without proper strategic planning.
The conversation spans various elements crucial for business success, such as the importance of understanding the real problems within a business, setting a ‘North Star’ for measuring success, and aligning people within the organisation.
Offer: Check out Val’s offer here.
Why, what’s the main reason why our staff are leaving? Is it communication between team? Is it technology provided? In recent years, the word system has consistently bled and merged with the concept of technology. So when we say system, more often than not, we might mean a piece of software or a piece of technology.
You, we can call it a 1% shift in how we relate ourselves to technology. But it’s more than a 1% shift, I think. Hello everyone, and welcome to another episode of Biz Bites proudly brought to you by CommTogether, the People Behind Podcast done for you. Because we are all about exposing other people’s brilliance.
Don’t forget to subscribe to Biz Bites and Check Out Podcast done for you as well in the show notes. Now let’s get into it.
Hello everyone and welcome to Biz Bites, and I have a special guest today that I know is gonna give us some really amazing insights, but I’m gonna let her introduce herself from the beginning. Val, first of all, welcome to Biz Bites. Thank you so much for having me, Anthony. It’s a pleasure. So how do we go about introducing you?
Ah, the question, all questions. Look my business is via technology and VIA is a digital transformation consultancy. That’s the best way we can explain that. And we work with companies. To help them ultimately grow and scale faster. But what we help them do is we help them reframe their relationship with technology so that they can have it as a tool supporting the delivery of an experience, whether to their clients or to their staff.
This is what we like to do. I love that. It’s that changing of that relationship is so huge and important. Now, isn’t it? Because we seem to be just like technology has just been going on a steady ramp and the rate that it’s coming into, whether it’s the rate that it’s coming into businesses or not, certainly it’s the rate that it’s been coming in terms of into our news feeds everywhere.
You can’t avoid it. Yeah, 100%. And with all the excellent marketing experts we have out there who are helping the software companies become more and more appealing I think we’ve definitely seen a shift in the recent years to, I. Trying to portray technology as a, as close as possible to a silver bullet to solve a business problem.
And we all love a quick solution, but sometimes it isn’t quite that. And so that’s where, that’s what we’ve found a lot. And you’re absolutely right Anthony, in saying that maintaining and enhancing that relationship. Both with our clients and with our staff, I would say is extremely important these days.
So it’s not only about keeping our clients happy, but also about staff retention and staff happiness, and all of those different elements that CommTogether to create a successful business. I. Yeah. And I think that’s the important thing, isn’t it? It is. Business is not about one singular elements, it’s about multiple of elements.
Technology seems to be crossing over into all of those elements today. And having an impact everywhere. So I suppose that’s the interesting question. Where do you begin? Where do you begin? Not from technology, that is our answer. Where do you, but where do you begin when you start to look at a business?
Yeah. Because they’ve, do, they come to you first saying, Hey, help us with technology. I. Or and then you have to turn it around, or are they, aware in the first place that it’s not that? Yeah, that’s a very good question. Look, typically yes, the answer is our clients do present with a technology challenge or with a business challenge and the request, can we please solve it with technology?
And what we do is we take the slow down to speed up approach. So there’s a little bit of a conversation that usually happens along the lines of, yes, technology is very powerful and is potentially part of the solution. We just don’t know that yet. The risk of starting with technology we have found is that technology is an amplifier.
And so if you start with inefficient operation, if you start with silo teams, if you start with an inefficient process that hasn’t been properly mapped out and you apply technology and automation to it, you just going to increase. The chaos and this reliance on the technology almost giving away the ownership to the technology to truly systemize our business is one of the biggest gripes that I have with the industry lately.
But that’s why we exist. To have those conversation and to shift that dynamic a little bit. And so where we like to start to answer your question, ’cause I’ve said where not to start. Where we like to start is really by slowing down and being strategic and really understanding. What is this business that has come to us?
What is the problem that they are presenting with? And can we go 7, 8, 9 steps upstream to really figure out what is the problem most so than the symptom? Getting clarity on the complexity of the business that is in front of us. How is the business operating? Can we enable some visibility and do we understand how the business measures success?
That is really where we like to start from a strategic perspective. And then the second step that we often take and we would thoroughly recommend anybody does, is having a look at the alignment of the people that belong to this business. And so what that looks like is. At every layer of the organization what does the leadership team alignment look like and the middle management and the team on the ground?
What is each group’s perspective and what expertise do we have in the house to support the transition? Once we’ve got it all mapped out, then a, it becomes really clear if this is a technology problem. Or B, you might already have the right technology in place and you’re not really utilizing it well. Or C, we can have a look at processing people and focus on those two areas to get the uplift that we’re looking for.
A lot to cover there. Yes. Tell me as a starting point. I’m fascinated by the measurement of success because I think this is a phrase that is used a lot, but often not really thought about too much. And people’s default is. Bottom line. It’s measurement of success is, okay, last year we made X amount.
This year we made X plus Y. Therefore that’s a measurement of success. Yeah. And it might well be set in relation to expectations. So if X plus Y is only 10% improve and we had, imagined it was going to be 20, then we might also say that it’s not been as successful as we would like.
But those kind of projections are often. Based on gut feelings or desires that are completely out of our control. So measurement of success, how do you get into that in the first place? Because I imagine you’re hit first of all with those kind of basic responses. 100%. What are they called?
Vanity. Yeah, there is a lot of that in the measurement conversation. And also of course, bottom line financial. That’s one we see a lot. I guess my answer to that would be we would expect that every business answer to this question be different. And if it isn’t, this is where we start digging and ask are we really going deep enough on this?
Is this really how we’re gonna measure success? Typically we do an exercise, and this is something anybody can do that we call the North Star. We do it at different stages depending on the project, but it’s in, in essence what it is understanding out of all the different things that you could choose as your North Star when you’re implementing technology or re-engineering processes or.
Restructuring your org chart and your roles and responsibilities, what is a north star that is going to drive our choices in this project? And together with the North Star, we choose what’s the measure of success. And so suddenly by choosing the North Star, the measure of success becomes almost obvious.
If the North Star is our staff turnover reducing by X percent, and that’s the goal. So let’s go a little bit deeper. What does that look like? Why, what’s the main reason why our staff are leaving? Is it communication between team? Is it technology providing too big of a learning curve, whatever that may be?
Let’s really give richness to this north star. And then the measure of success comes to light. Yeah, I can totally see that. And I think it, it’s such a hard thing though, isn’t it? Because you write what you said in the beginning. We have these, vanity matrix that, that people are increasingly drawn to.
And I think we’ve spoken about it on the program before that, we live in a day and age where that measurement is pushed on us, constantly because why didn’t more people like our post whatever it might be, and why did they like this one and not that one? And, it’s trying to understand things that are out of our control more often than not of all.
But second of all, that don’t really matter. I’ve had this conversation with people almost on a daily basis in relation to podcasting, where people say to me. Measurement of success, is it about how many downloads? And I said, no. If you want 10,000 downloads, I can buy you 10,000 downloads.
Not gonna cost you that much complete waste of money and time. But if your vanity says that you need to have 10,000 downloads, then we can do that if you like. And I think that’s people are having to understand the idea of quality over quantity. Is a difficult one. When you are constantly being fed this whole idea of, but they got more likes than me.
100%. And I think you’re absolutely right. We see it near everywhere these days. We see it when we personally engage with our marketing team. And at the very beginning, not with the current marketing team where we’re with, but a previous agency was putting in front of us all those vanity numbers. And at the end of the day what are they boiling down to?
Are we being as deep as we could be with the assessment of what the success look like for us? Yeah, I couldn’t agree more. And so once you get past that and you’re starting to look at what is a real real kind of measurements of success, is the starting point then revealing itself in term? Where does it tend to be more often?
Is it tend to be more often in the people? Is that whole idea of that particular area, something that is Rev tends to be more revealing rather than it being, oh, it’s the technology. We’re a little bit behind it. We’re not using it properly. I think you’ve hit the nail on the head that it is often a people related measurement of success.
We give it depth and richness by attaching maybe numbers to it or attaching a particular tech or process to it. But at the end of the day, all of those are just tools to deliver on a. Person or a group of individuals, a group of stakeholders, whether they be clients, staff, leadership team family members of your clients, whoever they may be.
At the end of the day, these are all tools to deliver that individual an experience or a feeling or a state of mind in relation to our services and our business. That is what we have found. So when you’re talking to the board, you might talk in terms again of reducing staff turnover by 5%, but in the end it is about putting the wellbeing of your team front and center, and then all the decisions that we’re going to take along the way will make sense.
Because they will take us toward that North Star rather than having to take a decision at every step. When you are choosing between efficiency versus experience, if what you desire is your staff member’s ease of use of a particular software, for example, it becomes really easy to pick two software, compare the training material provided, and go, yep, that one’s easier.
Yeah it’s it interesting, isn’t it? Because I think you, you do have to increasingly look at the bigger picture and the longer term impacts, and it’s the, it’s easy to go for the quick wins because the quick wins are there to be had at times, but the quick wins can. Deto, you there’s a, there’s that kind of famous expression, which do you take the the short long road or the long short road?
And I think there’s a lot of that happens in this day and age with technology. And they take the little, the short road thinking it’s going to be quick, but in the end they have to double back and go around to, in order to get there. So it’s actually taken them longer to get there.
Then if. That have looked at the bigger picture, taken the long road in the first place, 100%, and it comes back to those 1% shifts in direction. If we map the way at the beginning, we understand where we are going. We may not know exactly the path, but we have the general direction in mind. We can quickly see if we are shifting one degree to the left, one degree to the right, and we can adjust.
If we look in front of us, it looks like we’re going straight. That looks like the right way, but then 1% by 1% by 1% we might change path. And I imagine then that the part of the thing is you’re starting to dig a deep into the company and working out, first of all. If they have systems in place.
Then whether those systems are built, as you said at the beginning, on flawed ideas or whether they’re actually built on something that’s sound and scalable. 100%. And I guess. To expand on that a little bit, I feel that language plays a particularly important role in what we do and how we approach things.
So when we use the word, for example, we use a lot the word system, and I feel that in recent years, the word system has consistently. Bled and merged with the concept of technology. So when we say system, more often than not, we might mean a piece of software or a piece of technology and system to us specifically and to our clients, isn’t equal to technology.
So when we talk about businesses having a system in our view, a system is. A mechanism by which we can achieve a consistent result every time, but it needs to take in. So you might think it’s a process, right? All I have to do is write down my process and here we go. And again, some people might call that process procedure, SOP, the way we do things.
All of those have become synonym, but each one of those has a specific meaning to it. So to us. A process is really good to have, but you can’t really have a process without people. The analogy we often use is the, one of the journeys, since we were talking about direction and journey. If you think about taking a journey you can have a people heavy business.
So you might have a traveler that’s going somewhere on foot. They might walk and walk. They’re gonna go a little bit further. But there’s going to be maybe no direction, and they’re not gonna go very far on foot. You then start layering in some strategy and some processes, and what that might look like is we understand where the business is going.
We have a vision, a mission, we have values guiding us, and we have mapped how our business operates. So that provides us the lay of the land, and we can plot which one is the fastest route to get from point A to point B. Guided by our principles. That’s very good, but we’re still going on foot. So once we’ve got that’s when you layer in technology.
And the picture I have in my head for some reason is jumping onto a red Ferrari. Then we’re cooking with gas and we’re really moving forward in our business now. That’s what we would call a system. The combination of those three pillars. I think that is an important lesson for people to understand is getting a hang of those three pillars.
And seeing how that is going to move you forward. Because I. The tendency is to just take one of those little things, isn’t it? And I’m interested as to how hard it is to stop people from doing that, because I imagine there’s lots of examples of that when you already go into a business.
Oh, of course. People heavy business we work with. A lot of businesses in the care industry, disability industry, and those being highly operationally complex businesses, but also very high care businesses, people first business, right? And you’ve got a number of operators and brilliant minds in the industry that are really proud of building a business built on their people.
Except that, that if there is an imbalance towards people, that can become very risky from a business perspective. Because what happens when your people are walking out with all the knowledge that they have? What happens when they become so embedded in the process and so much part of how things are done that they end up becoming the bottleneck for your business growth?
Because Sarah in accounting is really proud of her skills and we love her. She’s amazing. She’s an A player. She helped grow our business from where we were to where we are now, but I. Sometimes there is a risk in a people heavy business. Equally process if we rely on processes and believe we can create checklists and SOPs and manuals for everything with video manuals photos scan a QR code and listen to a recording on how to do this task.
And we seem to believe that we can create that and expect anybody to pick that up. From, we can expect to bring someone in our business. They can pick up all of our manuals and deliver work to the quality that we want. Then we are forgetting the people element, which is the nuance of, yes, I’ve done the 10 steps, but where is the nuance on how we deliver those 10 steps?
And equally with tech, I’ve spoken so much about tech. No. I think so. That is the interesting thing when it comes to the technology as well, then it’s plays off all of that. And choosing what’s right for individual businesses is important, isn’t it? Yes. Because there tends to be a blanket, oh, you should use this.
And it doesn’t matter what. What field that’s in, in terms of the business, whether you’re talking about a CRM, whether you’re talking about a content, sort of situation of a chat, GPT or any of these other ones, or you’re talking about something that’s gonna deliver systems or even more process delivered.
There’s a myriad of different technologies and some of them are quite specific to different industries as well. Yes, 100%. Look, I think again, technology is a great tool. Technology is an amplifier, and there is definitely. A. Temptation to talk to our business colleagues, talk to our comp friendly competitors, and ask them, what are you using?
Is it working for you? And if they say, yes, it’s great to jump on, then we trust the judgment, we trust the council, and we might go and purchase that platform without having done the work before to assess whether it is right for us or not. And it might work out. And I, I really believe that when recommendations are made, they are always well intentioned because that piece of technology might work for us.
So when we recommend it to others, we truly believe the strength of that platform that fails to take into account that every business is different, and even two businesses delivering the same product to the same audience in the same geographical area potentially. Can do so with very different priorities, with D, very different values, with very different flavors and the technology.
We believe technology should fit how a business works rather than a business molding itself to how the technology is captured. It’s. Such an important little differentiator. Yes, we touched on the beginning, but I think it’s so important for people to understand that that point because it is so easy to be drawn by the technology now, particularly as we hear the hype around different pieces of technology.
You must use this, you must use this, and people just jump straight into those things and it’s. Creating chaos within itself. I’ve seen it with even simple things around content. Oh, we get this and we’ll produce content. And I was only talking to someone the other day where, you know, some of these services.
And without naming the specific ones, we’ll come back and we’ll say, here’s the content and here are the sources. But if you actually dig deeper, those sources aren’t real. So sometimes it’s making this stuff up now. How and why that is happening. Let’s not even go there. But the point is that you can’t be completely reliant on it.
Plus, if you are. There’s nothing stopping me asking it to do exactly the same thing and say, and delivering the same piece of content. So what is the actual point of that? Yeah I think that human differentiator, and that’s just an example in the content area. Yeah. But that human differentiator, I. Comes into so many aspects of a business.
’cause it’s those little tweaks. It’s if you put it into in the realm of cooking, right? We all might have a recipe for chocolate cake, but we’re all gonna be slightly different, there’s a little secret ingredient. My grandma used to add a little bit of this, so we add a little bit of that, or it tastes really good if you put this on the side.
That’s the beauty of it and you can’t lose sight of that. Yep. I love me a good analogy. Especially if it’s about food. You understand me? You understand me, Anthony? Yeah, no, I think you are absolutely spot on with that. And I am glad that you are slowing us down to really focus on it.
’cause it is really one of those. You, we can call it a 1% shift in how we relate ourselves to technology, but. It’s more than a 1% shift, I think especially these days with the unbelievable platform that you alluded to earlier. And we love it. It’s part of our daily life. Today, there’s no point denying it, but let’s remember that it is a tool, it is an ingredient.
It is a spice in our cooking cabinet. Let’s not just go all out on the spice and. Forget the eggs and the flour. What I’ve even found fascinating in, in that area, and so let’s call it out for the content sort of side of things. Yes. Is that there are multiple tools that you can use. So there’s chat, GPT has the big name, no doubt about it.
That is the one that everybody has heard of. There are ones on the next level and there are ones on a level underneath all of that as well. And what I found fascinating is. Most people are just going we’ve just, we’ve tried a couple. This is the one and that’s the end of it. And it’s but is there any reason why, you know, depending on what you want, this will work better for this one and this will work better for that one.
So why you just nailing it on one? And I think that’s one of the things that businesses need to recognize as well is that. It may not be a case of just choosing one. And the temptation I imagine is particularly if you’re a, if you’re a Microsoft person, there’s a Microsoft tool. If you’re a Google person, there’s a Google tool.
So there are those ones as well as the, the general ones like Chatt, PT, and and a number of others. So sometimes the decisions that businesses are making are just led by the technology. Again, rather than actually thinking about different. Uses and different people that are using them.
Yeah. So Rich, I think we could probably spend hours just on this topic. Quick couple of things that come to mind as I hear your perspective on that. I definitely agree with the sometimes whichever tool is in front of us, whichever tool might be the most convenient is the one we take. And I would actually offer that sometimes there’s nothing wrong with that.
It really depends on what use, what importance that tool is going to play in the overall business system. Is it delivering on a tiny little portion of it and everything else is going to be supported by strong system, strong processes, and it is very people powered and we use that for a 1% of our results.
Fine, as long as we’re aware of how it thinks and how it takes decision. And I guess on that, it’s really important to remember that AI and all of those amazing tools, let’s use them, but let’s keep in mind that they might not be the best fit for every task. It’s almost what we describe to our clients is AI is a bit like a black box.
You put something in the black box. And then you fish something out or the AI fishes something out for you. Versus for example, something we’re asked a lot is can’t this software, why do we need a software? What we need? Why do we need a custom development solution to this? Can we do it with ai?
The difference there is AI is a black box situation. I. Put something in, fish something out. You dunno how it got to that conclusion. Sounds about right. Whereas with coding custom development, you can build technology, you can build with software that is going to really methodically follow a process and follow.
You can let it do action A following B, following C, and then bifurcating that action. If this, then that we can go into all of this, but that we know how it reasons and we can control the outcome versus ai, you never know what the outcome is, whether it sounds right or not. And the second thing that came to mind, just ’cause it’s such a rich topic continuous improvement is something that we’re really banging on a lot about.
And I. There is a degree of intentionality in choosing a platform and choosing a process and choosing a way to manage your people. But we do need to recognize that as our business grows, as our people grow. That is not going to be right for us anymore. So we need to, as we make a choice, almost immediately put in place a continuous improvement structure.
Sys a system to manage your systems so that we can keep reviewing and keep assessing, is this serving us or is there something else out there that could serve us better? And what we have to recognize as well, of course, is that the rate of change of technology is so great that what you tested, a year ago may not be relevant anymore, that, that may have moved so far that, it’s, you have to reexamine it as well. And there’s a case of how often can you review and look at these things. Yeah. It’s I can see a future whereby there is. Within businesses, one or two people whose task it is simply to be testing on a regular basis and measuring that testing and then going back and retesting, it’s a bit like it’s a bit like painting the harbor Bridge. By the time they get to the end, they’ve gotta start all over again and do it. And I think it’s a bit like that with this, it’s just, you’ve gotta set. Some reasonable parameters for when you do it, but the truth is, I know that, I paid for chat GPT over a year ago, used it for a couple of months and decided I wanted to use a different tool.
And that’s, the reality is that what I tested is not the same anymore. Yep. Yeah. And that’s a beautiful example there. I think to answer your question, what is a reasonable timeframe? I think for most businesses, and it depends on industry and how quickly it moves, but for most businesses, I’d say six months is reasonable.
You might bring it down to three if it’s an industry that moves really quickly, but. In that case, so the example that I might make is if you are assessing, is my current platform serving me or is there a better one out there, then probably look six months to a year. Otherwise, your investment even a year, I would say otherwise, your investment’s not gonna pay off.
But if you’ve done your work, you’ve booked chat, GPT, you’ve tested it for two months, you’ve assessed it’s not the right one for you. You’ve jumped somewhere else, you’ve found your best match. Then I wouldn’t go looking for at least a year for another best match. What I would do every three months, however, is I would take some time to get either in touch with my software vendor or look at the new feature release page if there is one, and go and have a look what else my current software provider has released that is new.
So I’m still continuing that intentional, continuous improvement journey. But I’m not looking outside. I’m not hopping from software to software ’cause that comes with its own cost and its own headache. But yeah, that, that’s what came to mind. You can keep that improvement mindset. And this is what I said at the top of the of the conversation.
We need to shift our mindset around technology. Not hopping technology, but how can we incrementally improve the technology we already have and make the most out of it? Yes. It’s so important for doing that because there is no doubt that there is a. Push for those that are operating, that technology, that have brought it to you to constantly improve it.
And so even keeping pace with that alone is and of itself difficult because you’re constantly having to test it, see whether it’s working or not. See if it’s going to meet. Your needs or not? It’s very difficult because sometimes you find that the features that you liked disappear or they move around.
I think that’s one of the one of the classic cases that I often see when you fixed on a particular technology and you might join a, a. Group of some description that has questions that people throw up, and more often than not, it’s about, oh, I used to go up to the top right and click on this to do this.
Oh yeah, they’ve moved it to the bottom left now, and you have to go through this menu and that menu to get to, and it’s like. There might be a valid reason for it, but it’s ha but that’s the, it’s those little things combined with the leaps that are being made so dramatically. And I and I don’t use that word lightly, because they are dramatic in a lot of cases about what it’s capable of doing.
And then the question is examining whether you should be doing it. Sometimes you feel like, oh, it’s there, therefore I should use it. That’s a also within itself, a very difficult one to slow that temptation down to go, oh, it can now do this, so we should do this and going, but do we really need to? And does our audience really need it?
Love those questions. Absolutely fabulous. Taking the time to slow down and ask themselves, ask ourselves those question. Brilliant. And going back to what we were saying before, if we’ve done our North Star exercise correctly. We should have the tools to answer those questions because this new feature that’s been released, is it aligned with the direction we wanna take?
And sure, sometimes the answer isn’t as straightforward, but most of the times it will be. So if we were truly honest in that exercise and we didn’t do it as a vanity exercise, one might even say that’s gonna guide our decisions. Let me ask you this question ’cause it popped up in a in another podcast episode that I did previously, and I’m intrigued in your response to this.
So the tendency when businesses are looking to scale is the immediate driver is often create more efficiency so they can scale. So often it’s cutting back in order to grow. The question is whether more can be driven out of what you’ve got already to increase that scale rather than looking to just hack things away, implement sec some technology and say, there’s more efficiencies here.
Therefore we can scale, where is, where does that balance lie, particularly when you’re sitting on the cutting edge of technology implementation? I love that question. Yes, there is a. Assumption that efficiency is always the answer to us. We are very picky about this. For us personally and for our clients, we go back to experience.
So what is the experience that we want to deliver our clients and what is the experience that we wanna deliver to ourself and is efficiency. Going to take us there to make an example. And something that I do, uh. It’s, it is something that I talk about a lot. If we talk, so let’s assume we have two businesses and they both wanna scale and grow, and they both are looking for a piece of technology to help them manage a they have to take some bookings appointment booking perhaps.
And so they’re looking for a piece of technology to manage that. At the surface level, you might say I know a really good software, let me put that in place. If we go and dig deeper and understand what experience is each businesses delivering their clients, you might start discovering that.
One is a gym, a 24 hour gym that offers a PT service and their demographic is a young, 18 to 25-year-old male who really wants the efficiency at the tip of their fingers. They wanna be able to book online at any point in time, and they don’t wanna talk to anybody. Just wanna. Get to the gym, lift some weights, do the PT session, and then leave.
In that case, a fully automated cut as many costs as you can. Make it efficient. Inject some AI smarts so that whichever PT you book before is the top choice at the top of the list, what have you. That’s the right choice. If the business we are looking at, for example, is a. Let’s say it’s a doctor’s practice in a residential aged care facility, right?
They still take bookings, but the value of. Making a booking for an aged care resident for an elderly person should be able to actually turn that action of booking a, an appointment into an interaction with another human to be able to walk up to a desk or pick up the phone and have a talk with the receptionist with whom they’ve developed a relationship and being able to have a chat about their nieces and nephews and the weather’s changing and what have you.
That becomes part of the experience. And so efficiency in that case wouldn’t be something that I’d be recommending in terms of let’s replace the receptionist with a booking system, but how can we find still powerful systems to support that receptionist in doing their job the best way that they can?
Efficiency sometime is the answer, but more often than not, you can elevate that to the experience and sometimes the experience we wanna give is efficient. Sometimes the experience we wanna give is intentionally inefficient because that’s part of the value we provide. Yeah. There is so much there. And again, we could talk for hours just on that little part alone.
I just wanna ask you a couple more questions before we wrap things up and one of them is a little bit different because I wanted to ask you as a thought leader. In this space, how do you wrestle with staying on top of technology versus just needing to stay on top of the thought process itself around all of this, how driven do you have to be to go?
Yeah. We really do have to stay on top of all of the tech because you’ve got lots of clients in lots of different areas. So there’s a lot to stay on top of. But yet, here you are, we are having this discussion because you are a thought leader in this space. Is it more about the strategy and the ideas than it is about the technology?
I. Yes. Resounding yes. It’s really about, for us, our answer to it. It’s about having a framework to think around this that we can apply whatever the technology is. It’s about having our own as a business north Star and values and guiding principles. And it’s also about having. A system to manage the system.
So I will have a process and a piece of tech and some structure in my team to create the outcome of continuously staying on top of new technology, existing technology changes. But ultimately it’s the strategy, the thought, the system that lives inside our head that is more important than the outward system.
I love that. They’re very well said. Again, another topic for a lot of discussion. Yes. I think that’s given us a bit of an insight into how you guys work and how you work in particular. Just to wrap things up, it’s a question that I like to ask all of my guests is what’s the at heart moment that your clients have that they, when they come to work with you, that you wish more people knew they were gonna have?
Ah, that is such a good question. It’s hard to choose. I love aha moments. They come in so many flavors. One of my favorites is, and it’s, it probably doesn’t speak to what we do right now as much, but one of my favorites of my entire career is when I used to be an actual software trainer and I used to go to teams who were very resistant to change, and the simple.
Approach of not treating it as a. Box, tick, exercise and sitting down with them and opening up my phone or my laptop and taking it slow and letting them come to the understanding, oh, that’s what this piece of software can do for me. When that realization came, it was one of the most amazing things that I’ve ever right now.
The aha moment comes more often than not when. A CEO, for example, who’s very driven and wants the results. They really make a leap of faith and trust our process. And they say I, it makes sense if it feels very time consuming what you’re doing, but I’ll trust you and I’m sure it makes sense at some point.
And usually three quarters of the way through that knowledge will drop. And I’ll usually receive a phone call that says. Oh my goodness. It’s all coming together now. It makes a lot of sense. We’ve gone through the rollercoaster of whatever project we’ve done and there is a, ah, I get it now. There’s nothing better than that.
I’ve had those moments myself. I remember specifically a client that we were having a one-on-one session and she was giving me nothing like. I was struggling to I just felt like I was constantly talking. She, but she was listening. I knew she was listening. And I got a phone call that evening when she went, oh my goodness, I got it.
And I was convinced that she hadn’t got it at all, but it was just seeping in and then it’s just, it’s exactly that. And there’s nothing more gratifying than that moment. Yes. When you, when it all makes sense for everyone. So yes, it’s seeping in I love what you just said. Yeah. I think often we fear that what we are saying isn’t sinking because it isn’t immediately reflected back at us.
We know what we’re saying and it’s for every thought leader out there. Even if you’re not a man, a people manager. Even if you’re just a worker who doesn’t have a title, you might be a thought leader yourself. There is an area in which you are absolutely brilliant and you are sharing your knowledge with others.
If they seem not to answer straight away and reflect it back at you just keep talking about it because it will sink. Yes. And then when you hear it coming back at you as if it was their idea a little bit later on, you’ve made a difference. Amazing. Best feeling ever. Thank you so much, Val, for being a part of the program.
I’ve really enjoyed this discussion. So many different areas, so many tips and insights for people listening in. So thank you for being part of it. Thank you for having me, Anthony. It was absolutely fabulous. And yeah, I could do this for hours. Yeah we’ll have to make another time to do that, but in the meantime, of course we will leave lots of information about how to get in touch with you via the show notes as we always do.
So thank you again, and a reminder to everyone to please subscribe so you never miss an episode, and we look forward to your company next time on this bites. Hey, thanks for listening to Biz Bites. We hope you enjoyed the program. Don’t forget to hit subscribe so you never miss an episode. Biz Bites is proudly brought to you by podcast done for you, the service where we will deliver a podcast for you and expose your brilliance.
To the world. Contact us today for more information, details in the show notes. We look forward to your company next time on biz.
Technology Learning and Leadership | An Expert Panel on Thriving in the Digital Age
In this can’t-miss special edition of Biz Bites for Thought Leaders, get actionable strategies for not just surviving, but thriving in today’s rapidly evolving tech landscape.
Our expert panel featuring learning specialist Jd Walter, spiritual coach Cheryl Stelte, and tech leader Dave Alton dives deep into continuous growth, the power of your inner drive, and how to balance technology with real human connection.
Discover how to tap into your intrinsic motivation, learn through doing and collaborating, and align with your true self to make a meaningful impact. Learn to navigate the chaos with balance and purpose!
Experts include:
Cheryl Stelte
JD Walter
Dave Alton
Technology, learning and leadership, an expert panel on thriving in the digital age. It’s a very special edition of Biz Bites where we have three visionary experts sharing their insights on navigating what is today’s very complex technological landscape. We have a learning specialist in Jd. We have also a spiritual coach in Cheryl, and we also have tech leader Dave, joining us to reveal powerful strategies for continuous growth.
Authentic leadership and leveraging technology for success. You’re gonna discover some practical approaches to daily learning, the secrets of intrinsic motivation, and how to balance digital tools with human connection. Whether you’re an established thought leader or aspiring to be one, this conversation is one that is gonna transform how you approach growth and innovation in our rapidly evolving world.
Welcome to Biz Bites. Hello everyone, and welcome to another episode of Biz Bites proudly brought to you by CommTogether, the People Behind Podcast done for you because we are all about exposing other people’s brilliance. Don’t forget to subscribe to Biz Bites and Check Out Podcast done for you as well in the show notes.
Now let’s get into it.
Hello everyone and welcome to another episode of Biz Bites, and we have another panel discussion today from a group of thought leaders. And I say thought leaders because we are coming from all different areas. We’re gonna get everyone to introduce themselves in just a moment, and also to give you a little bit of an insight as to where they’re coming from, how they see.
The market at the moment, the climate that is out there. It’s a very interesting time in the world right now. So I’m gonna throw to each of our panelists, we’re gonna start off with Jd. Welcome to the program. Thanks Anthony. Greatly appreciate you having me here today. It’s a pleasure to be on. My name is Jd Walter.
I’m the president of tric. We are a small learning and development company. We focus on human skills developments and organizations looking to achieve peak performance. A couple words to describe the market today. Crazy. I think it’s high volatility, constant change. I. Yeah, I can see that it is crazy is a good word at the moment, isn’t it?
Cheryl, what about you? Do you wanna introduce yourself first of all? Yes. Thank you. It really is an honor and a privilege to be here. Thank you so much for that. I am Cheryl Stet and I’m a spiritual coach, a master healer, a three time author, and I help people who are feeling stuck in their lives lost.
They know they’re meant for more and they just. They really lack clarity. So I help them discover that clarity within themselves and step into who they truly are. And yes, crazy. And what I see and what my clients see and I just see this more and more every day actually is people who can really make a difference.
All those change makers are really being called. To step up and move to a whole new level to do what we can do. Yeah, I can absolutely see that. And I think that’s a really important point, and we’re gonna come back to that in a moment. But first of all, Dave, why don’t you give us your words in a bit of an introduction as well, Anthony, thanks for having me on.
Really appreciate being here. Honored to be among these other thought leaders. I’m Dave Alton. I’m the CTO of a managed service provider here. In the United States we help businesses protect themselves from cybersecurity threats and do it for a lot of small companies. And I would say how I would describe the market right now is, it’s just wild. It’s so all over the place. It’s really hard to keep up and keep track of everything that’s going on. And I echo a lot of what Jd and Cheryl have said. I think it’s an interesting starting point and I think it’s interesting too for me, I mean I’m based in Australia, as listeners will know, but the three of you clearly based in the United States where crazy is probably the word that Australians might subscribe to when they, where they’ve been watching the news in the last few months. But I don’t think it’s just about the politics. I think the politics is not something we need to get too much into, but rather it’s about everything else that’s going on, isn’t it? Dave just coming back to you for a moment.
Technology is a big player in the crazy and wild that’s going on at the moment, isn’t it? Because it’s moving so quickly. Yeah. Not only is it moving quickly but we have seen such a transformative time with AI and, augmenting humans’ abilities to do what they do day in, day out. That I think, I’ve always been in the IT industry for way longer than I care to admit, and it’s always moved fast.
But these last four years have just, they’ve been. Cyclonic right to just, everything is like rotating around and moving and moving and it’s, there’s, it doesn’t ever feel like there’s a break and then you add the global, trade everything else on top of it. It just makes everything a lot more chaotic.
Yeah, chaos is an interesting one and we’ve discussed that on the Biz Bites program in the past. But I think there’s some chaos being deliberately created at the moment in and in many ways. And I think, she coming back to you. How do people, I. Navigate through that. It’s such a difficult such a difficult time when things are not happening as where you would hope that it would happen at a steady, slow space pace, I should say.
It’s all over the shop. So how do you cope? How do you cope? It’s such a great question. And number one, don’t get bogged down in Warrior fear. Because so much of what’s going on stirs up fear in individuals, and that’s a low vibration. We’re not gonna be living our lives well, we are not helping ourselves evolve and grow and expand into, human, into humans, into what we all have the potential to really.
Become so noticing when you’re in fear and seeing how you can really move into a higher vibration of feeling empowered what can you do? And so that can mean, going to a yoga class, if that feels right or riding your bike or connecting with a loved one, looking into someone’s eyes. It’s also looking at yourself looking inward and saying, what is it that I can do?
Because we are all made of energy and we are all radiating what and who we are and where we’re at all the time. So talk about chaos in a mix of things. We have all these humans and everything is energy. And so how do you really want to be in the world and what is your contribution? Big or small, we can all make a difference.
And so taking that place of empowerment and making decisions for yourself in a positive way, yeah it’s a tough one, isn’t it? Because on one hand you wanna be making decisions for yourself. On the other hand, if you’re a leader, you need to be making decisions for other people as well. And finding that balance at the moment that’s challenging.
Yes and no. It’s really making that. Commitment. I, I just got off a call a little while ago with a woman and another woman this morning that I did a session with and I just see how, specifically how they’re being called. So I do chakra readings, I do readings on people.
I can see their energy and even when we’re doing something for ourself. For ourselves, it affects the greater whole. It affects those around us. So I can see where people are blocked and I can let them know what they can do about that and how they can move into their superpowers. And the superpowers are the light, are the energetics.
So I’m not talking so much at the level of the mind or what we can do. Physically, but helping ourselves evolves, it sorta evolve. It’s like putting the oxygen mask on yourself first before you go to help someone else. So it’s up to me to do my personal work every day so that I can best serve my clients to help them do their work with their clients, and that ripples out in the world.
And when I get bogged down in fear and trust me. It happens, I’ll sink and and I’ll, and I have lots of skills to get myself out of that. But then to reflect and look at a situation, what is this? Reflecting back to me to understand what I can do and don’t we all feel better when we believe we’re making a difference, that it builds confidence.
It, we encourage ourselves then to do more, especially when we start to see results. Absolutely. Jd, it’s a good opportunity to bring you in here because making a difference to other people is essentially what learning and delivering of learning is about, right? Yeah. I think I. So I think there’s two things that both Dave and Cheryl said, as a segue into what does learning really do for us, right?
There’s the world outside of us and there’s all the things that are going on. There’s in, in each of our little ecosystems, there’s our job, there’s our personal, our home life. There’s all the things that we’re involved in socially, and each of those have their own dynamics and interpretations of these externalities.
So I, I think, I don’t wanna, I talk about learning and development from an organizational perspective, but I’m really interested in learning from an individual human perspective, right? Like, how do we help individuals find, Cheryl’s talking about, find that center right? Find that ideal vision for themselves, and then chart a course to that.
Then how do we align all of these things in our lives so that we’re being purposeful and intentional as we go forward? The organizational return on investment for learning is enfold, right? Fill in the blank. It’s huge. Employee engagement, which is just an employee’s emotional connection to this thing that they’re doing, is, at all time lows, stress is an all time high.
Extreme stress is skyrocketing. Managers are the, probably the one group that are under the most amount of duress in the workforce. And learning and development isn’t just about training a skill set so we can perform our job. It’s really about how do we optimize ourselves as human beings so we can achieve peak performance.
I talk about it very specifically in an organizational context. When I’m talking to an organization, a potential customer, we’re talking about how do we meet business objectives? How do we overcome a dip in the market? How do we overcome competition in a market space? And that has to do with productivity and performance.
But you can’t just throw more people at it and deference to Dave, you can’t just throw technology at it either. And I don’t think, Dave, that’s probably what you would argue. But you can’t just throw these things that we’ve been throwing at this challenge traditionally and expect that the, they’re going to net any kind of a result.
We live in a world right now where volatility. Is the norm there? I talked to a state trooper in New Jersey one day and he said There’s no such thing as a routine traffic stop. And I ruminated on this idea of routine, and I realized that there’s no routine anywhere. It’s not just for tactical athletes, those first responders or trauma ward surgeons.
There’s no routine for anybody anymore. And I, that’s the hardest thing. How do we build habits in a world where there is no routine? We have to become the routine. And Cheryl, I think you’re driving, I don’t wanna put words in anybody’s mouth, but I really felt like we were going down this path where we’re just about to hit this part where this is about creating the normalcy for ourselves and not trying to adapt ourselves to whatever the world’s norm is at the particular moment.
So social norms are something that we want to, div abide potentially, or, ignore, but do so deliberately in either regard. But the normalcy will come from ourselves. And that is that kind of alignment between what is the ideal vision that we have for ourselves and what are we realizing in our day-to-day right now?
Dave, I’m gonna come back to you in a minute about the technology side of things, but Cheryl, just to pick up on that point, how easy is it for people to find that sense of self amongst the chaos and the crazy at the moment and to, to, to work out? Particularly even in terms of, learning new things.
It’s, that’s a difficult thing for a lot of people to accept that they need to and to actually. Find their space about what is right for them to learn and how to learn, and I think it’s such a crucial point because I believe it’s a human need. Learning and development is a human need. It’s, and so many of us, so many people get to a place of stagnation and historically that’s what retirement was all about.
Become stagnant. You’re done, you hit the age of 65 is what it used to be, and you’re gonna retire and get your social security. I’m actually Canadian, so your Canadian pension, whatever it is. But to recognize the need to learn, no matter what happens in learning and development, you’re gonna grow.
You’re, and we are all meant to evolve. There’s no plant out there. Think of the plant, anything in the natural world, the trees, even crystals, everything grows. Everything grows. The plant doesn’t go. Yeah. Okay. I’m done. I’m just gonna sit here and if it does, if it’s not getting nourished. It’s going to die.
So we must nourish ourselves, whether that’s through books, listening to podcasts, going inward and finding our own truth. So it, your learning can be multifaceted, but the number one thing is. To make sure you’re learning. And yes, there’s time to integrate What we learned, that’s part of the developmental stage is the integration.
And in our culture today, I think way too much emphasis is placed on a external learning. If we go back to the truth or at least the truth for me, that all the answers are inside me. So I don’t tell my clients what’s true for them. It’s just if I’m going to learn, like you’re saying, Jd you want to empower your students, those that are coming to you.
And even in it, everything is, you want to empower them to find the answers. That’s the empowerment of learning. It’s not, I traveled in many countries and in Africa, all those kids, they only learn through memorization. Just see how much you can stick in there and hold. And that’s the learning, it’s teaching to think for the self, but it’s we all have the opportunity in this lifetime and it’s intentional and it is required that we continue to learn.
My grandmother used to say that, and I’m no spring chicken here, folks. She used to say, Cheryl, you’re always learning. Don’t stop. If you stop, you might as well be dead. And so I think it’s something that has been forgotten in many ways, and that it’s, I think of it as a human need.
It’s required. Yeah, I think Dave bringing you in here, I think that picking up on that point, I think we don’t have much choice sometimes when it, particularly when it comes to technology and business, there’s a lot of pressure to learn new things. And I was sitting yesterday afternoon learning new things about a CRM that I’ve had for a little while and didn’t realize all of these things that it could do that I’d like it to be able to do.
And it’s. You don’t sit and think about it as learning often, but the truth is, it is. And we are, but there is a lot of pressure to do that, particularly on the technology side. Yeah. I mean we as a technologist and sometimes I call myself a solutionist ’cause I’m always out solving problems. Sometimes I think we overcomplicate things too.
I have had many a client come to me and say, Hey. Find me the magic bullet that does this, and the answer is it’s that pen and paper that you have sitting there like I, I can build this really cool tech thing that will. Do all that stuff you said, but it’s gonna cost you a million dollars and then it’s gonna take me two and a half years to get it done.
That pen and paper that’ll take care of it right now. You don’t have to wait, you don’t have to wait and pay for it. And Cheryl, I love what you’re saying about learning. ’cause it, I actually I try and set aside. Just 15 minutes a day to learn something new. And it doesn’t really matter what it is.
Like I, sometimes it’s silliness sometimes it’s technical, sometimes it’s how to listen better. It’s so important to my routine to have that little tiny bit of. I get to learn something new. And I think when we dedicate ourselves to that, when we dedicate to, Hey, we’re always learning and we’re really always committed to that.
I think things open up to us that, wouldn’t have before. And I know I, I mentioned AI when we started talking and I know that’s the buzzword and everybody’s it’s all over the place, but. It really has been something that I’ve used as a tool to point me in the right direction of things, because I don’t know everything about tech.
I don’t know everything about life and I surely don’t know everything about myself. But AI has given me inroads into things I would’ve never looked at before. Is just a tool, just like the. A pen and a piece of paper is you can use it to get better at stuff and learn new things and really capitalize on the world of information that is out there that there’s no way humanly possible to go and learn all of that, right?
You have to find some way to filter it and. I have found that AI is a good way to do that but there’s a lot of other cool new tools to do that with as well. And some of it is just like what we’re doing here, right? Having conversations with people. I love getting on these panel discussions and I’ll jot little notes down other panels will say, man, I’ve never heard that before.
I gotta go check that out. And connecting with people. So it’s, I don’t think there’s any one way to do this and there’s definitely not a right way to do it. I think there’s a right way for you. I think the one thing that we’re missing is that accountability of taking that on, right?
I think too often we put a lot of blame out there. Oh, the world’s terrible because so and so did this, or so and so did that, and. I take the attitude of it’s all my fault. Everything in the world is my fault. Because if I do, then I have some power to do something with that. If I say, oh, it’s somebody else’s fault, then it’s all on them and I and they have all the power to, to fix and change and do whatever.
But if I say, Hey, that’s on me. I can do something to make that better. I get all that power back and then I do, I get into a learning mode or I find new balance in my life and things like that. I’m Cheryl, I love what you’re saying about learning. It’s awesome.
And I think it’s a good cue also to bring back Jd into this discussion because I’m intrigued as well about. The different ways people are learning and it, Dave talked about being deliberate in doing something every day. And I don’t know if everyone puts a label on it and does that every day, but I think it’s hard pressed to find a day when you’re not learning these at this time with so much going on.
But I. I’m interested as well in terms of the kind of learning that you are delivering. How many different ways do you have to deliver the same thing? Because not everyone learns in the same way. And in this day and age, there’s so many opportunities to learn in different ways. So is that something that businesses have to accommodate as well?
Yeah, I think there’s, so two things I would, I kind of wanna jump on here. The first is this idea of continuous learning, right? The individual drive to grow. I. That shows up in organizations. I see it time and time again. We, I have a lot of conversations about rewards and recognition in organizations.
Unfortunately the organizations wanna default to the easy, right? So they grab something off the shelf and they say, here’s our wellness group, or, which has value but isn’t. The development that people are necessarily looking for. What they really want are opportunities to expand, stretch themselves inside of this job that they’re doing to demonstrate that they have value beyond their particular job description at this point in time and showcase what they can do for an organization in the future.
So more times than not, this is interesting because I think to Cheryl and Dave’s point. Everybody does wanna learn. Everybody does want to grow. That’s a natural instinct inside of us as human beings, propagation of species. The only way we continue to evolve as a species is if each one of us individually does our part to.
Push that foot forward. So I think inside of organizations, what you’re seeing is people are starting to step up and say, my growth is not just training. It’s not just this class that you wanna put me in. It’s give me that project, give me that high profile, quick turnaround project that everybody’s gonna be looking on.
I wanna see if I can do it. I want stretch myself. That, that feeds into something that Dave said and it strikes me. Is autonomy. What people want on the job more and more is they’re looking for this technology to relieve them of the mundane so that they become more, more critical thinkers, more strategists, more of the leadership stuff, more about the human element of working together in an organization.
Productivity is productivity and we’ll always get the work done, but we’re looking for is ways to bring more to the table. I don’t wanna just come in and stamp out widgets all day long. I want to think about the assembly line and I wanna make a contribution. To refining it. I wanna say something about this process that I’m involved in, and that I think is a growing trend across all workforces, that workers are looking for more opportunities to be.
Autonomous to be able to take risks, to be able to make decisions, and then to be celebrated when those things fail as much as they are when they succeed. So the challenge to organizations is really structural and maybe policy driven. Are our employees being given those opportunities, our managers allowed to make those kind of decisions.
So I think that’s what organizations are probably wrestling with more. Than the learning itself. When it comes to the learning itself, the one thing I would say is that it’s not styles of learning. There’s a lot of research out now that suggests, there really isn’t any style of learning that we are.
That’s necessarily baked in. What we take away from that is that the best, and this has always been the philosophy, the best learning opportunity mixes everything, right? You’re bringing in all the different pieces. So when I build a pro a learning opportunity, I focus on human skills, so I focus on human interaction.
I don’t do e-learning, I don’t like self-paced because of the subject matter. If you’re asking somebody to change human behavior, they have to be in an environment where somebody is modeling that. So a workshop for us is typically, we do some kind of an assessment at the front end, right? We have a little bit of an interaction.
So there’s this baseline understanding of where we’re showing up on a particular scale of behaviors, leader, leadership, emotional intelligence, et cetera. Our workshops have some lecture, of course, with lots of small group discussions. We want peer-to-peer interaction. They, we want everyone in our workshops to get comfortable collaborating.
So it’s a skillset. I don’t have to teach it, but we can implement it in every one of our workshops. We do a lot of scenario based role playing so that there is an opportunity to practice. So we try and identify right behaviors. We define those right behaviors, we give them some ness of their own, and then we talk about ’em and we talk about how we experience ’em.
We talk about how they show up. We start to model them. We start pointing at each other and saying, I think that’s mostly it. Nope, that missed it. That kind of interaction is what takes all of our learners to this collective point where we now we understand what the desired behavior is. Fill in the blank of what it is.
And they’re able to move forward with it. They have a language now, they can talk to each other about it. They’ve got some coaching on the backside, so whether it’s one-on-one or small group, we can come back and we can continue to help them individually or collectively develop along those action plans.
So to your question, I think I don’t think, I don’t put a lot of stock on learning styles. I do understand everybody has a preference for how they want to intake information and how much time they need to digest that information, contextualize it, and then get ready to have the conversation. So that’s the part of the train the scenario.
I like small groups too. I don’t, too many people in the room. You really can’t give that kind of attention to folks. So it’s really about letting them express themselves and show up in their authentic way, and then accommodating that. And so somebody needs a pause and needs to take longer to think through stuff.
I’m very adept at like reading the room. I drag my heels when I’m necessary ’cause I want somebody to catch up or I want to give them. I can see somebody when they’re ready to jump in. They’re just trying to get their thoughts together. I wanna make sure we don’t miss that opportunity. So the learning environment, I think the facilitator led interactive sessions, performance-based stuff that we do.
It’s much more accommodating to preferences, whether we call ’em styles or preferences, but it’s much more accommodating. To the individual learner. An online course is an online course. All four of us could take it. We’re all gonna experience it differently. The level of knowledge that we take away from it is gonna be different in our acumen, in performing whatever the thing is that we’re supposed to perform at the end will be varied.
Not that anybody will better or worse, it’s just we all have a different experience with it, and so we really want to get the most out of the learning experience. I always advocate for. Put more time and energy into the interaction, into a, experiential learning and see the dividends pay off. I think too many companies is a closing thought.
Too many organizations run out. They buy an LMS, there’s a bunch of content in there, and then they throw it out there and say, take whatever you want, but just don’t do it during working hours. First of all, this is part of the job, so pay me for it. It should training, learning and development should always be done within work hours.
If you want ’em to do it, you better pay ’em for it. But it’s in context too, and that gets lost when I have to go do something after hours. It’s not in the context of work anymore. So it loses that sort of gravitas that it should have. Yeah. I’ll pause there. No, look I love you made some really amazing points there and I wanna pick up on, on three particular words that you talked about in the course of that was collaboration, relationships, and also experiences.
And I think they all talk together and I think that’s such an important aspect of. What we need to do to be able to learn and to improve ourselves. And ultimately, if we want to be thought leaders in our spaces, then we need to constantly be working on those things. Dave, that, particularly in the technology space, people focus so much on the actual tech, but those other elements are really what’s critical to making that work.
Yeah, and I, the whole idea of. Learning is so interesting to me because I, I think about, how I learned this and it wasn’t like I didn’t read a book. It was like 1984 and there was no such thing as internets and things like that. I just, you fiddled around with stuff and you found something that worked and you did it, and then you did it again, and then it didn’t work that time and it was.
It was very incremental and I’m sure people of know of, agile kind of methodology around project management and things like that and it’s, I think it’s a really good, just way to think about life is that everything we do is incremental. All of it. It’s all incremental learning because everything builds on everything else.
I’m sure Cheryl could talk about how, once you understand your kind of spiritual journey and how connect with your energies and things like that. Once you understand that, then you can go to the next level and you can take it further and I think all learning is.
Is based around that. And we see that in, in tech. We see that in, life, in being a thought leader. Like I, I see a lot of people trying to be a thought leader. Like you don’t, there is, that doesn’t exist that you’re, you just are, you aren’t, and you aren’t, Andre, not, you’re not a thought leader because you’re.
Trying to be like, all you have to do is say you’re a thought leader, like that that, the minute you recognize that I am that. You are that, and you get to start doing that stuff now. Are you perfect at it? Are you always going to be the, the smartest guy in the room? I would argue if you’re the smartest guy in the room, you’re in the wrong room.
You should never be the smartest guy or person in the room. You should always want to look at another person and go, what can I learn from them? How and how can I make a difference? That person’s life. And I think if we did more of that just in general for the world would be a far better place than it is maybe at this very moment in time.
So I think continuing to learn how to interact, collaborate, be part of. This thing called life instead of worried about what label we give it or how we’re perceived or what other people think about it, or any of that kind of nonsense that, that get, that feeds into that fear, uncertainty, and doubt, right?
Let that stuff go because it really isn’t going to make a difference day in, day out at the end of all this. I don’t want to be remembered as a guy that was scared of everything. I wanna be remembered as this guy that, made a difference in somebody else’s life. And whether that’s just my son who’s 14 and playing baseball and is having the time of his life, or, my staff that works with me or my clients.
I, I am here to make a difference. In whatever way I can. And a lot of times that’s technology ’cause I’m really good at that. But a lot of times it’s just listening. Just be paying attention and being present is such a lost art. Like I have to keep talking to my 14-year-old son. Look, put the phone down.
I know you think that is your world right now. And to some degree he’s not wrong, but. Put the phone down like it, you don’t need to doom scroll for four hours and pretend like you’re having a conversation with your wife. It doesn’t really work out all that well, tr trust me, I’ve done it.
Yes, I, and it is, it’s that, it’s interesting, isn’t it? Because we were all brought up with this idea. Multitasking just doesn’t work. You’re not really doing this a whole bunch of things at once. You’re only doing one thing and not really paying attention to the others.
And yet we have a generation that are focused on, even the simple act of watching tv. When was the last time someone sat down in front of the TV and didn’t have their phone in their hand and were, looking, scrolling through emails or looking at things on social media. As well as what’s on the show.
And did you see that scene? Yes, I saw it. No, you didn’t really see that. And was it critical? It’s, it’s just nobody is sitting there and just paying attention anymore. It’s not something that we are teaching people. And I think having that, coming back to you Cheryl, and having that stillness and that ability to reach inside and then to you, you look at the impact that you can make on other people, that’s a learning skill within itself these days that seems to get neglected.
And what we’re doing with all our learning. I’m listening to you and Jd and everything that you’re doing and what you’re helping your people with. Everyone that comes to your trainings that you are personally involved with, you have developed. The neuropathways in your brain. That’s all energy moving certain ways, and you’re helping people learn how to collaborate at high levels and receive the information and all of that to help them develop the neuropathways.
And Dave, how long have you been learning something for 15 minutes a day? You’ve got that neuro pathway nailed, right? And you’re, um. You’re doing so much in the world with it, or maybe you’ve really strongly developed that neuro pathway of figuring things out as a way of learning, whatever it is.
I believe that everything is here for our learning relationships. We don’t get married with the how to map and there are how to maps, but we don’t, there’s no. Cookie cutter, how to map really for anything, whether it’s friendships, marriages father, daughter, son, relationship. All of those relationships and the relationship with the self.
So it used to be, psychology used to really believe that there were in our early development, that there were certain things that were permanent. Our brains that were developed in certain ways, and we have dec, we have discovered that is no longer true, that because of the brain’s neuroplasticity, we can learn anything.
We can change how we think, we can change how we look at the world. And so when we look at, learning is a need. Learning is fundamental. And if we look at life in that way, look at the relationship, we can have the neuro pathway of, oh, it’s his fault, it’s her fault. I did nothing wrong. And that’s the easy road, but to neuro pathway of, oh, it’s his fault.
Oh, what do we always like, like Dave modeled for us. For what? It’s Greg. Braden gave a wonderful talk on, AI and said that science has now proven that we can duplicate anything. We’re making lamb wounds, we’re giving birth to lambs out of artificial wounds, and we’re practicing on the humans.
The lamb wounds are legal. And we could put chips in our brains to make us learn better, learn faster, that actually adjust. But the one we cannot duplicate is source energy, chi the vital force, God, what, whatever you wanna call it, that will never happen. It’s impossible. And science has proven that we can’t do that.
And so the learning is so much more complex. Than what we see as everything that’s available and that every bit that we learn and grow in the way we think we’re growing. Sometimes we grow a certain way and we look back 10 years later and go, oh, what was I thinking that was, it’s still learning.
It’s still learning. And like you said, Dave, we can make mistakes. It’s all okay and keep going with it. But I think it’s just the idea of living from a place of learning helps me grow and evolve and develop myself and helps others indirectly and directly, and that’s what’s gonna make our world different.
It’s not, yes, we can look at what I had a spiritual teacher once say, whenever we see that something is really outta place and it just eats away at us. It’s ours to do. It’s ours to do. Like Dave’s nodding his head, he is owning that one. Oh yeah, I hear you. It’s ours to do. So take action. Even if you mess up, even if you mess up, you’re learning in that way.
Anthony, can I jump in here for a second? I just wanna kind of foot stomp something here, and I think Dave’s bringing it up and Cheryl’s bringing it up and probably both did a better job, but I think there’s this there. And Cheryl, I love where you’re going with this, right? And I think Dave you’ve hit on this without saying it right.
What drives us has to be internal, right? There’s a misuse of the word motivation. How do I motivate them? Sorry. You can’t, don’t even try. Motivation’s intrinsic. I got, that’s mine. You can in, you can try and influence my behaviors potentially, or my thought processes, but you can’t motivate me. Only I can do that.
And I think, part of the challenge of the world today is there’s so much noise, there’s so much competition for our attention. There’s so much information being thrown at us. Every day. I turn around and AI is going to fill in the blank of the new greatest thing and we’re going to Mars.
And it’s just all these crazy way out there things. And I think they’re all abstractions. And I don’t spend, personally, I don’t spend a lot of time thinking about moon travel. ’cause I just don’t care. I don’t even care about Mo Mars travel. I wanna travel to the beach, right? I want something that’s like tactile and within the realm of mine.
Because I think that’s where we start to see what Cheryl just said. That’s where we have those moments. We can only live in the, we say this from a government perspective, right? Citizens can only experience government at the local level because it’s the only place that it’s actually physical, right?
We drive on the roads, we see the water come through the faucet, we watch the sheriff drive down the street. Anything beyond that is an abstraction and it’s hard to get our heads around it. So I think there’s all this demand for our time and our attention these days and the things that we’re supposed to learn.
I wanna go back to Cheryl’s point though, but if you find that internal driver. That motivator to Dave’s point to learn and grow and to be the best version of you that you can be, then the opportunity to make those significant contributions become available to you. ’cause if you’re distracted by everything that’s out there, that’s all you’re ever doing is you’re looking down the road, you’re trying to find this place to fit in.
And it’s I live in southwest Florida, and so for anybody in the US you know what driving in Florida is like on the interstate. It’s like trying to merge onto 75 the interstate during rush hour. You better be doing 90 or you’re gonna get run off the road, right? Because everybody’s moving so quickly and that’s what feels like it.
It feels like every time somebody says we should, and they point off there in the distance. I can’t get my head around it. It’s a abstraction. It’s too far removed from me. I can’t do anything about that. There’s too much competition. But if I reframe my thinking, I actually can influence it. But I have to start right here.
I have to be, to Dave’s point, I need to model what I believe is right behavior, and I’m not gonna tell people I’m doing it. There’s an old zen cone riddle, right? And it’s a student in the master top of the mountain. They’re sitting there meditating. Student says to the master, master, what do we do when we achieve enlightenment?
And the master says, go home. Just go. Go back to your lives, citizens. And I think there’s a lot of this baked into what we’re talking about today. There is learning. There’s learning and growing because I want to be the best version of me that I can be so I can make my contribution to the species.
That’s my piece of evolution, right? That’s my piece of moving the species forward. So I just wanna foot stomp that idea that there’s, that it’s these internal drivers that we really ought to be focusing on and not the external. Manipulation to be whatever somebody else says we should do or want to be.
I love that. And I know we’ve gotta wrap things up in a moment, but I just wanna bring Cheryl and Dave back in here for, to, to finish things up. How important is it in this day and age to. Take all of those things on board that Jd was just talking about, and also have that, drive yourself to be able to stand out, particularly in an age where in many respects, technology is leveling the playing field.
So being able to stand out should be an internal motivation, shouldn’t it? Cheryl? It. It absolutely should be. And if you don’t feel that within you, you need to find it. It’s what’s getting in your way. And there’s some kind of block in your energy system. It’s as simple as that. It’s like a plugged drain, a plugged plumbing pipe.
There’s something in there. That’s what I do. I help people discover what that is, that’s getting in their way so they can learn more about the truth of their being and what they’re really here to do. So they can actually, then you’re motivated. Then you have your passion. I. That’s what motivation is.
That’s, it’s your passion. Without it, you’re just coasting and like you say Jd, about all the noise out there I just can’t be involved in that. I can easily get on the highway and do 90, that’s not a problem. I’ve learned, I’m from Canada, we don’t do that there, but I’ve learned how to do it here and I make it fun.
But it really is. Finding that within yourself. And we all came here to find that. We all came here to find our passion and what’s ours to do. And that’s high level energy. And you can’t know where it will all go. You don’t until you do it. It’s an energy flow. So if you’re feeling stagnant if you’re trying to go by what someone else says you should do you’re not gonna find it.
You’re gonna stay stuck. So it’s learning about yourself, finding out what’s in your way, and it’s all conditioning. We’ve all been conditioned and we keep conditioning each other, and it’s releasing that and discovering what’s true, learning about what’s really true for you, and then going after it.
That’s, that is a really great way to wrap things up. But Dave, I just want to give you the final say on here because I love what you’ve said because you’ve come through, we started talking off about crazy in the beginning, but really what we’ve talked about here is a way that you can motivate yourself to see through.
All of that dis, even whether it’s the technology or outside of technology it’s bringing it all together and taking control of that and being able to stand out. Yeah. I love the word balance in these discussions because it really does take, it takes all of it, right? You there isn’t, life isn’t.
Compartmentalize, like we like to think it is, right? It’s holistic, right? It’s everything. It’s all the relationships, it’s all the interactions. It’s all the experiences. It’s all of it all at the same time. And JdA, you made a great point about noise. You have to learn what’s noise and what isn’t.
When you do things start to balance out and things start to happen the way they need to happen. Until you do, you listen to the noise and you’re distracted and you’re not on your, you’re not on your right path, right Cheryl? You’re on whatever everybody else says your path is. If you really want to be on your path, you have to filter the noise, find what’s true for you.
Find that balance and then go after it and be accountable to it. Right? Be accountable to yourself. That I am doing the absolute best that I can in this situation. And sometimes it’s still not gonna be fun. It’s still gonna be awful. And we all have had those, but that’s what others in this life are for.
It’s about connections. And when it’s shared, it’s so much easier than. When you have to have the entire weight of the world on your shoulders. What a great way to wrap things up. I think there’s so much in this discussion that we’ve had. I think we all could have kept talking for a lot longer about all of this.
It’s a terrific topic of conversation and I think, going from crazy to how we can learn and motivate ourselves and the idea of collaboration and relationship building is so important. So thank you all for being a part of the panel discussion on the Biz Bites for Thought Leaders Program.
We really appreciate all of your insights. And of course we will include details on how to get in contact with each of our panelists in the show notes. But for now, thank you each of you for being part of the program. And thank you everyone for listening in. We hope to have your company next time on Leaders.
Hey, thanks for listening to Biz Bites. We hope you enjoyed the program. Don’t forget to hit subscribe so you never miss an episode. Biz Bites is proudly brought to you by podcast done for you, the service where we will deliver a podcast for you and expose your brilliance. To the world. Contact us today for more information, details in the show notes.
We look forward to your company next time on biz.
Hey, thanks for listening to Biz Bites. We hope you enjoyed the program. Don’t forget to hit subscribe so you never miss an episode. Biz Bites is proudly brought to you by podcast done for you, the service where we will deliver a podcast for you and expose your brilliance. To the world. Contact us today for more information, details in the show notes.
We look forward to your company next time on Biz Bites.
Hey, thanks for listening to Biz Bites. We hope you enjoyed the program. Don’t forget to hit subscribe so you never miss an episode. Biz Bites is proudly brought to you by podcast done for you, the service where we will deliver a podcast for you and expose your brilliance. To the world. Contact us today for more information, details in the show notes.
We look forward to your company next time on Biz Bites.