By O'Brien McMahon
5
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The podcast currently has 198 episodes available.
Brad Englert is the author of Spheres of Influence: How to Create and Nurture Authentic Business Relationships, a practical guide to help emerging and established leaders develop and perfect the critical hard skill of building effective and lasting professional relationships. Brad has over 40 years of experience in the private and public sectors, including 22 years at Accenture and eight as Chief Information Officer at The University of Texas at Austin.
Mentioned on the Show:
Timestamps
(1:52) - Welcoming Brad.
(2:08) - Why did you write a book on relationships?
(4:38 ) - How does one begin thinking about building a network for their career?
(6:19) - How do we maximize our everyday relationships at work by being intentional?
(10:10) - How do you recommend people shift their mindset from being all about ‘me’ to caring about others' success?
(12:07 ) - How do you think about providing value to people in your network?
(14:55) - How do you encourage people to take a longer time horizon?
(26:03) - What is the coaching you had to give the most to develop this skill?
(30:11) - How do you share your values with the team and learn theirs?
(39:16) - How do you stay in touch with the external group differently than with the internal group?
(44:15) - How do you advise people to approach helpfulness authentically?
(47:43) - What is dog flooding?
(49:03) - What is power mapping?
(50:18) - Any final thoughts?
Carrie O'Neill is the owner of Possibilities Farm where she leads Equine Education Experiences for individuals and corporate teams. Carrie is a dynamic speaker and author who uses horse wisdom to help clients shift perspectives and reveal new possibilities. Her diverse leadership experiences as a healthcare regulatory attorney, hospital association executive, and consultant contribute to a uniquely effective approach for engaging teams. She is currently serving on the board of the Nokota® Horse Conservancy and previously served on the board of the Equine Experiential Education Association. She is the author of the award-winning book HorsePower Your Hospital: A Guide for Leaders to Improve the Healthcare Experience and the upcoming book HorsePower Your Team.
Mentioned on the Show
Timestamps
(2:04) - Welcoming Carrie.
(2:35) - How did you start doing Equine Education?
(3:43) - What made you want to get into this work?
(8:13) - What can we learn from how horses function in a herd?
(10:20) - What "strengths" are horses looking for in their herd mates?
(13:04) - How do horses switch responsibility for different tasks in the herd?
(22:23) - How does the herd reorganize when other horses come or go?
(28:39) - How are horses reading humans?
(39:04) - Can you share some of your stories?
(59:42) - Where can people find you and your farm?
Cheryl Fields Tyler is the founder and CEO of Blue Beyond Consulting. Cheryl’s focus for over 30 years has been building organizations where both the business and the people thrive. Blue Beyond recently released an updated study analyzing what different generations look for in their work.
Mentioned on the Show
Timestamps
(1:38) - Welcoming Cheryl.
(2:25) - Can you introduce yourself and tell us your work origin story?
(3:50) - Can you talk about the research you’ve done on generations in the workplace?
(5:54) - Are you seeing enough major differences in generations or is it just nuances?
(15:33) - What are some of the things that are important to different generations?
(23:44) - Can you talk more about what employees want from a value standpoint?
(27:53) - Is it that we want a place where internally or externally it aligns with our values?
(31:52) - What do you think about some of the backlashes to DEI we are seeing at large companies?
(37:27) - What do you see as the biggest differences in generations?
(44:48) - How should leaders balance autonomy and accountability?
(47:08) - What do you say to the people down on Gen Z?
(53:54) - What do people get wrong when interpreting the data you put out?
(55:04) - Where is the best place for people to find you?
Charles Feltman has spent 25 years as an executive and leadership coach helping individuals, teams, and entire organizations become exceptional at building and maintaining strong trust. Charles is the author of The Thin Book of Trust: An Essential Primer for Building Trust at Work, now in its 3rd edition.
Mentioned on the Show
Timestamps
(1:37) - Welcoming Charles.
(2:20) - How do you define trust?
(4:09) - What are the four components of trust?
(13:37) - What is the right amount of care in the workplace?
(22:35) - What is "internal congruence"?
(27:19) - What advice do you have for younger people who want to build a sense of inner congruence?
(29:18) - Can you talk about a perceived lack of sincerity?
(33:40) - How do you help clients keep commitments in a busy world?
(35:31) - What are some strategies to say no without burning trust?
(42:07) - How do we balance a need to appear competent with the reality that we will fail?
(47:01) - How do we repair damaged trust?
(49:15) - Final thoughts on building trust.
John Block is the CEO and Co-Founder of Unity Partners, a principles-based private equity firm that partners investors and operators to build better together. John serves in multiple senior leadership roles across the firm and is responsible for helping drive Unity’s Partner & Propel investment strategy while working with the firm’s investment teams to identify strong, ambitious leaders in attractive markets. Based in Dallas, Texas, Unity’s core principles provide a key foundation for the firm to build outstanding people-based services and technology organizations.
Mentioned on the Show
Timestamps
(2:16) - Welcoming John.
(3:07) - How did Unity Partners come to be?
(7:14) - Where did Unity's operating framework come from?
(12:30) - What does it mean to "be the best at getting better"?
(14:51) - How do you push yourself to be better every day?
(17:33) - What does abundance look like in a private equity firm?
(19:42) - How are you impacting motivation and performance?
(22:01) - How do you balance the spirit of abundance with accountability?
(23:25) - How do you set a culture of accountability?
(26:10) - How do you create a psychologically safe environment?
(27:46) - How do you fight (disagree) at Unity?
(31:15) - Define the difference between group thinking and team thinking.
(33:05) - How are you evaluating the leaders of businesses?
(40:32) - What would be a red flag that would turn you off to somebody?
(43:08) - What do you mean that "being boringly consistent doesn’t mean you are boring"?
(46:10) - Where do you see private equity going as an industry?
(52:42) - What is the purpose of business?
(53:30) - Where can people find you?
Wayne Turmel has been writing about how to develop communication and leadership skills for almost 30 years. He has taught and consulted at Fortune 500 companies and startups around the world. For the last 18 years, he’s focused on the growing need to communicate effectively in remote and virtual environments.
Mentioned on the Show
Timestamps
(1:45) - Welcoming Wayne
(2:20) - How did you get involved with remote work?
(4:40) - What is happening now that is making remote work such a monumental shift?
(7:03) - What have we learned from people sitting at home asking questions about their lives?
(10:42) - Where does the responsibility lie between individuals and employers when it comes to putting healthy boundaries in place?
(32:06) - What does the process look like reshaping work more appropriately?
(37:38) - What are the skills we need to be developing to navigate the new workplace?
(43:19) - What are your favorite writing books?
(45:38) - Are there other skills you’d like to highlight?
(54:15) - What kind of performing did you do?
(55:09) - What genre do you write and where can people find your writings?
(56:32) - Anything to add before we wrap up?
Elizabeth Lotardo returns to the podcast to discuss her new book, Leading Yourself. Elizabeth is a consultant, writer, and online instructor who helps organizations drive emotional engagement. Leading Yourself has been called a "refreshingly candid playbook that helps you create a work experience worth loving, right now".
Mentioned on the Show
Timestamps
(2:22) - Welcoming Elizabeth
(4:24) - What does it mean to lead yourself?
(8:09) - Do you see commonalities with Stoicism?
(9:29) - Can you talk about why it’s ok not to be passionate about what we’re doing all the time?
(11:29) - How can we define purpose for ourselves in a more productive way?
(15:14) - Please explain why most goals depend on consistency, not intensity.
(21:25) - Can you explain why success is not as gratifying as we think it will be?
(24:39) - How do we set goals and succeed but manage our energy better?
(29:13) - Can you give an example of not focusing on success only but the process along the way?
(33:04) - How can we reframe our thoughts about working with others?
(37:18) - Can you talk about how to know when a situation is repairable vs when it’s not?
(38:48) - Can you expand on ‘intent’ and how to navigate that?
(42:34) - What does "disagree and commit" mean?
(49:27) - How do you think about "team"?
(53:56) - How do we protect ourselves from all the noise coming at us?
(58:54) - How has self-leadership shown up in your world since writing the book?
(1:01:39) - Anything you’d like to close with?
Julian Posada is the founder and President of LiftUp Enterprises, a for-profit holding company that focuses on low-income individuals' economic and social outcomes. Prior he was COO of The Resurrection Project. Julian has
served on numerous non-profit boards over his career. Currently, he sits on the boards of the Chicago Public Media (WBEZ/SunTimes), BBB, Metropolitan Planning Council (MPC), HOPE Chicago, Crains Forum Advisory Board, and Sprague
Foundation.
Mentioned on the Show
Timestamps
(1:48) - Welcoming Julian.
(2:29) - What is LiftUp Enterprises?
(5:41) - What made you want to approach social impact with a for-profit approach?
(6:53) - Do you get pushback from the nonprofit world?
(13:07) - What does it mean to "stabilize" a low-wage worker?
(16:07) - Can you expand on why more money doesn’t necessarily solve the problem?
(21:36) - How did you build your multi-faceted skill set for this work?
(24:49) - How do you hold the time for this kind of iteration?
(32:38) - What are some of the other principles of dignity-based management?
(38:57) - Does what you’re talking about require major financial investment?
(46:05) - How are you coming up with these ideas?
(57:28) - Can you talk about smile bonuses?
(1:03:05) - What advice would you give to leaders on how to get started with this?
Justin Holland is the CEO and Co-Founder of HealthJoy where he's revolutionizing the healthcare experience by seamlessly blending cutting-edge technology with exceptional service. A serial entrepreneur with a proven track record, Justin has founded and successfully exited multiple VC-backed technology ventures. A sought-after thought leader, he frequently shares his insights on digital health, employee benefits, AI, and the broader technology landscape. Justin holds a bachelor's degree in Engineering from MIT and is based in Miami.
Mentioned on the Show
Timestamps
(3:32) - What is HealthJoy and how did it start?
(8:15) - What does Healthcare Navigation look like in practice?
(10:37) - What is the customer experience?
(13:23) - What entry points get someone into the process of being navigated?
(16:31) - What is the case for Navigation? Why does it exist?
(18:55) - How much medical waste is in the system?
(21:37) - What are the best practices to get people to sign up?
(26:41) - What are best practices for ongoing communications?
(28:37) - Is there anything that your customer service department has figured out about how to keep people engaged in their health care that has surprised you?
(33:22) - What are the "Four Horsemen of Death"?
(37:02) - What do you see as the future of healthcare for individuals?
(41:04) - How do you think about the problem of people not living more healthy lives to prevent disease?
(47:27) - Final thoughts about benefits navigation.
(48:53) - Where can people find you?
Fred Rutler is a Managing Director at Creative Planning Retirement Services where he helps companies create and manage various employee retirement programs.
Mentioned on the Show
Timestamps
(2:10) - Welcoming Fred.
(3:18) - What are the different vehicles companies are using for employee retirement planning?
(4:44) - What is a Non-Qualified Deferred Comp plan?
(6:00) – What’s the difference between a 401k and a profit-sharing plan?
(8:36) - Do you advise employers to do away with profit sharing completely or some match and some profit sharing?
(10:11) - Is 10% the amount an employee should be saving for retirement?
(15:24) - When would it not be appropriate to have employees in the plan?
(21:05) - What is an employer's fiduciary responsibility and what are the consequences of doing it wrong?
(23:38) - How often does it happen where somebody gets individually punished for violating their fiduciary responsibility?
(26:16) - What do the numbers 321, 338, and 316 mean?
(31:04) - What are Pooled Employer Plans (PEP Plans)?
(33:46) - What makes a good 401k investment lineup?
(37:26) - Are Target Date Funds still the recommended approach?
(43:48) - Why is 45 the age when you need to start paying particular attention to asset allocation?
(45:27) - Is AI starting to play a role in retirement planning?
(47:01) - What are the biggest financial wellness needs for employees?
(55:05) - Where do you see the future of retirement planning?
The podcast currently has 198 episodes available.
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