Winning Teams

What is your truth? Today's guest is on a mission to help fast-moving founders discover who they really are and what they genuinely stand for in order to empower them to break through obstacles, create new outcomes, and "take new ground" in their lives.

Adrian Koehler, a leadership engagement expert and co-founder of Take New Ground, is passionate about empowering founders to scale their businesses and cultivate unstoppable leadership teams. With a diverse background, Adrian thrives in challenging environments and embraces difficult conversations.

In our conversation today, we delve into Adrian's approach to leadership development, scaling businesses, and creating unprecedented results for executives and entrepreneurs.

• Adrian shares the concept of "busting up the bullshit" and being authentic about your inauthenticity
• How rigorous honesty, taking personal responsibility, and being authentic about one's inauthenticity can help you create something new
• Perceived problems are often just symptoms—how Adrian helps individuals uncover the core issues by stripping back the layers
• Adrian's background in intense environments and how it informs his commitment to helping people transform their lives
• The need for entrepreneurial thinking in large organizations and the shift happening toward embracing that mindset
• The indicators of fearless and strong self-leadership, such as living one's word and addressing issues openly and honestly
• Acknowledging and addressing missed commitments
• The importance of embracing and integrating all aspects of oneself
• Playing to win instead of playing not to lose
• The role of founders in generating new possibilities and maintaining alignment
• How Adrian's coaching approach focuses on helping leaders become fearless self-leaders through casting clear visions and being "at stake"
• The value of listening generously and seeking feedback, even in difficult conversations
• The importance of developing emotional skills and establishing daily rituals for self-connection for personal growth and leadership

Adrian Koehler is a leadership engagement expert and co-founder of Take New Ground, dedicated to empowering founders and cultivating unstoppable leadership teams. With a background spanning philanthropy, ministry, activism, and medicine, Adrian thrives in challenging environments and embraces difficult conversations. His expertise in human performance has allowed him to serve individuals during personal crises and cultural tragedies worldwide. With a passion for busting up the bullshit and creating new outcomes, Adrian's expertise spans Fortune 500 organizations, multinationals, higher education, startups, and healthcare, including NIKE, Virgin Hyperloop One, Oprah Winfrey Network, and UCLA, training and coaching entrepreneurial leaders to create new results and experience fulfillment in their work.

• Take New Ground Website
• The Revenant Process
• Adrian on Instagram
• Adrian on LinkedIn

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In this episode, renowned financial planner and Strategic Coach® David Braithwaite joins us. With his extensive experience in both fields, David reveals how he leverages the power of empathy to help his clients.

David Braithwaite has crafted a distinctive coaching model fueled by empathy that empowers individuals to achieve their entrepreneurial goals and help their businesses thrive while positively impacting their personal lives and families.

• How becoming a coach transformed David's approach to business and his personal life
• The importance of creating a self-managing company that allows for growth without sacrificing freedom and quality time with loved ones
• The significance of breaking down goals into manageable, bite-sized pieces AND aligning them with your personal aspirations
• David shares a powerful concept from the book "Will It Make the Boat Go Faster?" which focuses on making decisions that propel you closer to your goals
• Why it's crucial to focus on your "unique ability" and then build a team with complementary skills
• The significance of empathy as a valuable skill
• The concept of the "dos" (dangers, opportunities, strengths) and its role in effectively addressing a client's needs
• Using Dan Sullivan's R factor question to foster deep listening and uncover a client's desires and goals
• The four freedoms in the pursuit of personal and professional fulfillment.
• How Dan helps clients crystallize their reality to define their vision of success
• The importance of surrounding yourself with like-minded individuals, or "balcony people," to elevate (and challenge) your thinking
• The significance of daily rituals and habits in maintaining personal and professional growth
• The impact of mindset mastery on achieving success
• How David's insights, strategies, and coaching principles help his clients build successful businesses

David Braithwaite knows empathy is the secret to helping people achieve the life they've always wanted. A master at putting himself in his client's shoes and a Strategic Coach® veteran of 10 years, David has experienced first-hand how the combination of Coach thinking tools, strategic concepts, and guided discussions allows people to become the best versions of themselves at work and at home.

• David Braithwaite Homepage

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Returning to the podcast today is Mark Monchek. Mark joined us for a conversation about the culture of opportunity about a year ago and we have the chance to hear his insight again.

Mark is the founder and Chief Opportunity Officer of Opportunity Lab, a strategy consulting firm focused on company growth through conscious business. Opportunity Lab applies models of growth to companies navigating through disruptive change and finds opportunity for sustained growth even in the most difficult situations. Mark is also the author of Culture of Opportunity: How to Grow Your Business in an Age of Disruption, a fascinating book on this very topic.

Mark has a fascinating take on business and how business should be. His view is refreshing but also challenging as he talks expertly on what types of businesses will thrive in the coming years post-Covid. It is definitely a different and unique approach to business today, but a conversation that needs to be had.

• Mark's updates since his last appearance on the Winning Teams Podcast
• Looking back on the radical change of the last few years
• Business in a time of radical disruption
• Organizational and leadership challenges with change
• The reality of AI's change on business
• What a conscious business is
• The purpose of a conscious business
• Shared Success
• The tipping point from useful and beneficial to dangerous
• The use of psychedelics
• The basics of awareness and beliefs
• Unconscious beliefs that don't align with your values
• Mark's book recommendations and daily rituals

Mark Monchek is the Founder and Chief Opportunity Officer of Opportunity Lab, a strategy consulting firm focused on conscious growth. Mark has worked with leaders from Google, Apple, JPMorgan Chase, General Electric, Goldman Sachs, Adorama, TerraCycle, Feltsberg, The New York Times, Wharton School of Business, New York University, Columbia University, NBC, Time Warner, and the United Nations. He's the author of the Amazon nonfiction bestseller Culture of Opportunity: How to Grow Your Business in an Age of Disruption. He's been featured in Real Leaders, The Better Business Book, the Organization Development Review Journal, Lifetime Network, WPLJ, WCBS, Newsday, Working Women Magazine, and the San Francisco Chronicle.

• Opportunity Lab Website
• Mark Monchek on LinkedIn
• Culture of Opportunity: How to Grow Your Business in an Age of Disruption by Mark Monchek

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It has been a while, but we are welcoming back speaker and author, Joey Coleman. A few years ago, Joey became the bestselling author of the book Never Lose a Customer Again, but today he joins the podcast with his follow up book Never Lose an Employee Again.

Joey Coleman is an extraordinary communicator with 20 years of experience helping organizations retain their best customers and employees. In our conversation today, he shares so many things that you can take away immediately to ensure that you are attracting, acquiring, and retaining the people you want on your team. This award-winning speaker will inspire you and light a fire under you with this discussion.

• Joey's hopes for his book and the change that can come for readers
• The common lament Joey hears from business owners
• The 8 phases to the employee journey
• New hire's remorse
• The Acclimate phase for employees and customers
• This methodology as a philosophy
• The highest statistics ever on employee disengagement
• The realization employees had post-Covid
• When ego is the motivation
• Where the smartest companies will win in the future
• The kind of organization that top employees want to work for
• What companies get wrong when it comes to attracting employees
• The distinction between co-workers and colleagues

For almost twenty years, Joey has helped organizations retain their best customers and employees - turning them into raving fans via his entertaining and actionable keynotes, workshops, and consulting projects. He has a long history of energizing and motivating audiences to enhance their customers' experiences and employees' experiences. He is an award-winning speaker at both national and international conferences – competing against New York Times bestselling authors, business leaders, and internet sensations/celebrities. He is the author of the #2 Wall Street Journal bestseller, Never Lose a Customer Again and the recently released Never Lose an Employee Again.

• Never Lose a Customer Again by Joey Coleman
• Never Lose an Employee Again by Joey Coleman
• Joey Coleman Home Page

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The topic of today's episode of the Winning Teams Podcast is so important and very relevant. Today we're discussing the need for shifts in behavior and let's face it, every organization has a whole realm of change programs going on. But today's guest breaks it down to communication and persuasion.

Stephen McGarvey is the founder of Solutions in Mind, a consulting group that uses a proven process of persuading and influencing to help clients achieve success. He is certainly a real world authority on conscious communication, persuasion, and influence and a true expert in the field.

In our conversation, Stephen explains the impact of unconscious communication and that things that get in the way of behavior shifts. He also shares his thoughts on the impact of having multiple generations in the workforce simultaneously. And the tools that effective leaders use to motivate themselves and how to go about motivating somebody else, which is not a logical straight line.

• What unconscious communication is

• Reflecting on the impact of communication

• The process of valuing something

• The different meanings of integrity

• The steps needed to take in order to shift behavior

• Getting plugged in to each generation and understanding their values

• Framing communication to impact specific types of behavior

• Preframes and Reframes

• The importance of rapport

• The ecology of persuasion

• Developing the skill of persuasion

• End result imagery tying into values to trigger motivation

• Setting goals in alignment with values

• Stephen's book recommendation and daily rituals

Stephen McGarvey is a world-leading authority on unconscious communication, persuasion, and influence. He assists corporations and audiences around the world in solving difficult communications problems by guiding them on an engaging, fast-paced, fascinating journey inside the unconscious mind. For more than 20 years, Stephen has helped individuals better understand motivation, persuasion, and influence with a focus on achieving results by leveraging unconscious communication in a range of personal and business contexts. He is passionate about creating practical, ethical resources that are easy to learn and apply, and which produce extraordinary and sustainable results.

• Solutions in Mind Website

• Stephen McGarvey on LinkedIn

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"For Marc Lesser, the key to healthy relationships and effective workplaces is compassionate accountability - a practical and trainable way to clarify and achieve visions of success."

We often discuss accountability, but what is compassionate accountability? Those words do not typically belong together, but today's guest shows up just how important the distinction is.

Marc Lesser has an extensive and absolutely fascinating background. From a zen teacher and mindfulness coach to CEO, Marc is also an author and has been involved with Google through his Search Inside Yourself program. In our conversation today, we discuss a lot about his interesting background and experiences, but we focus a lot on his newly released book Finding Clarity.

• Marc's interesting background and experience

• The Search Inside Yourself program

• Self awareness practices and mindfulness integrating into leadership

• The benefits of emotional intelligence in business

• Marc's new book Finding Clarity

• Compassionate accountability

• The impact on success with a lack of accountability

• Clarity's involvement in all aspects

• "Be Curious, Not Furious" and "Drop the Story"

• Why we should be leaning into mindfulness

• What needs to be in place for psychological safety

• Balancing conflict and safety

• Marc's book recommendation and daily rituals

Marc Lesser is a speaker, facilitator, workshop leader, and executive coach. He is known for his engaging, experiential presentations that integrate mindfulness and emotional intelligence practices and training. He is the CEO of ZBA Associates, an executive development and leadership consulting company. Marc has led mindfulness and emotional intelligence programs at many of the world's leading businesses and organizations including Google, SAP, Genentech, and Kaiser Permanente, and has coached executives and led trainings in Fortune 500 companies, start-ups, health care, and government. He helped develop the world-renowned Search Inside Yourself (SIY) program within Google - a mindfulness-based emotional intelligence training for leaders which teaches the art of integrating mindfulness, emotional intelligence, and business savvy for creating great corporate cultures and a better world. Marc is also an author of several books including the recently released Finding Clarity.

• Marc Lesser's Website

• Marc Lesser on LinkedIn

• Finding Clarity: How Compassionate Accountability Builds Vibrant Relationships, Thriving Workplaces, and Meaningful Lives by Marc Lesser

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Your expertise as a leader is impactful, but today's guest proves that you just can't know it all. You do not have to be nor are you expected to be the expert in all areas. But how can you leverage your own expertise and the expertise of those you lead and work with?

Today's guest is Wanda Wallace and she has a book published on this exact topic, You Can't Know It All: Leading in the Age of Deep Expertise. Wanda is the managing partner of an organization called Leadership forum and in addition to being a published author, she is also the host of the podcast Out of the Comfort Zone. She was formerly in the academia space and now as an entrepreneur, Wanda works internationally with huge and significant companies, combining her knowledge in both areas and sharing her knowledge globally.

In our conversation today, we not only talk about the content of her book, but we discuss human behavior, relationships, and the interesting take she has on the challenges faced by women and minorities in leadership. She dives into the concept of being an expert and when it's important to lean into our own expertise.

• Wanda's background and current roles

• Her fascination in how people see the world and make meaning out of everything

• Your conclusions impact your behavior and relationships

• How to stop yourself from jumping to conclusions

• The companies that are good at dealing with conflict

• The topics addressed in Wanda's book (linked below)

• Why you can't be a generalist

• The difference between an expert and a spanning leader

• What to do if you don't have expertise in an important area

• Creating leverage when in a spanning role

• When to lean in to your expertise

• Why this is particularly challenging for women and minorities

• When to stay safe and take risks out of your comfort zone

• How to show that you can lead out of your zone of expertise

• Wanda's book recommendation and daily rituals

As Managing Partner of Leadership Forum, Wanda helps organizations improve the quality of their conversations. Better conversations result in better relationships and better performance in every aspect from strategic insight, to talent, teams and individual capability. Wanda is passionate about helping people, particularly in under-represented groups, take control of their careers and make great contributions to their organizations. Wanda is also the host of the Out of the Comfort Zone podcast and author of You Can't Know It All: Leading in the Age of Deep Expertise.

• WandaWallace.com
• Out of the Comfort Zone Podcast
• LinkedIn
• You Can't Know It All: Leading in the Age of Deep Expertise by Wanda Wallace

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Remote work has been a buzzword since the start of the Covid-19 pandemic and it has absolutely changed the landscape of business management across the entire world. But it isn't a new concept. Working remotely has been a part of many organizations' work model for quite a long time, which happens to be true for today's guest, Tamara Sanderson.

Tamara Sanderson is the co-founder of Remote Works, an organizational design and consulting firm with a mission to liberate teams from the 9-5 and teach them to do their best work, anytime, anywhere. She is also the co-author of a book by the same name, which sounds like something that has just been written because of Covid-19, but her work predates Covid by quite some time.

In our conversation today, we talk a lot about the issues and concerns organizations have about remote work and how to find the right balance. Leaders need to adapt their style when going into remote work and managers need to find the right balance when giving employees the autonomy they need to be successful. So many timely topics feed into this discussion about remote work, like burnout, fatigue, leadership style, and technology.

• The promise of liberating people from 9-5 work

• Different ways for organizations to unlock this possibility

• The great debate about remote and hybrid work

• Forcing a transition after Covid-19

• Becoming thoughtful about documentation

• Remote work is all about behavior change

• Remote Works book by Tamara Sanderson and co-author Ali Green

• Forming and Performing

• Remote culture and internet culture

• The benefits of team meetups for all-remote companies

• Adapting leadership style

• The impact of modeling desired behavior

• Training employees to be their own manager

• Identifying burnout

• The normalcy of burnout

• The three M's of taking breaks

• Tamara's book recommendations and daily rituals

Tamara Sanderson is the co-founder of Remote Works, an organizational design and consulting firm with a mission to liberate teams from the 9-5 and teach them to do their best work, anytime, anywhere. She is also the co-author of Remote Works: Managing for Freedom, Flexibility, and Focus, recently released in February of 2023. Tamara was a remote worker before she knew it had a name. She began her career as a management consultant at Oliver Wyman (where she took any international project that came her way) and as a private equity analyst at Audax Group. Later, she cut her teeth on tech and design at Google, Automattic (WordPress.com), and IDEO.

• Remote Works: Managing for Freedom, Flexibility, and Focus by Tamara Sanderson and Ali Green

• Tamara Sanderson's Website

• Tamara Sanderson on LinkedIn

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Today's guest is a passionate founder and CEO of Purpose Brand, an award-winning PR, brand and digital marketing firm in Chicago. Diane Primo builds on a groundbreaking 30 year career leading some of the top marketing organizations in the country and she has set up her agency based on her own extensive experience in the corporate world.

Diane is also the author of a book series that explores business culture, consumer attitudes, communication strategy, and workforce diversity. In today's episode, we talk a lot about her book ADAPT: Scaling Purpose in a Divisive World and what exactly the meaning is behind its title.

Through this conversation, you'll learn the importance of purpose in a business, how to develop it over time, and the sad lack of women in color in the corporate world. And you'll hear it all from the organizational, team, and individual perspectives.

• Diane's background as the only African American CEO of a purpose driven organization
• The work done in Chicago for the homeless
• Scaling purpose in a divisive world
• Finding purpose and making it come alive
• Diane's book ADAPT and what the acronym means
• Alignment
• ESG and its importance
• Demographics in the corporate world
• The impact of Covid on the organization's purpose
• Going out of your way to connect employees
• Purpose makes you adaptable
• You have to have branding. It should be a brand you like.
• Becoming a catalyst for others in the industry
• Giving people opportunity
• Diversity and Inclusion Officers
• Looking at processes to restructure them with equity
• Training marketing and communications team members
• The importance of building a diverse network
• Diane's book recommendation and daily rituals

Diane Primo is the CEO of the Purpose Brand agency, an award-winning, Chicago-based public relations, branding and digital marketing firm. She is a best selling author of an award-winning book and the only African American female CEO of a purpose-driven communications agency. Diane's focus on impact marketing stems from the belief that brands must be relevant, purpose-driven and committed to consumers to be successful today. Consumers' demand for meaning, transparency and authenticity has changed the nature and raised the stakes in all communications.

• Purpose Brand Website
• ADAPT: Scaling Purpose in a Divisive World by Diane Primo

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While thinking about hiring people to the team, we need to consider their potential in becoming a leader. It may not be for everyone and it's not necessary for everyone to fill a leadership role, but we have to consider the qualities that give someone an advantage when it comes to leadership. What are those qualities?

Today's guest is the CEO and President of Janson Associates, Dr. Kim Janson. She is also the author of the book Determining Leadership Potential which is both a broad and deep look at how and what to look for in potential leaders. In addition to her experience with Janson Associates, Dr. Janson also has experience as the Chief Talent Officer for Heinz and has done similar work with Bank of America.

In our conversation today, we of course dig into the topic of leadership but more specifically, what we should look for when hiring future leaders. What are the must-haves and what are things that can be taught?

• The evolution of leadership and viewing it as a science
• Learning how to maximize your people
• Dr. Janson's research findings
• Indicators of potential leaders
• Research shows that personalities don't change
• Learning agility and motivation
• Areas where you can compensate
• The challenge for introverts in leadership
• The causes of the leadership crisis
• The skills that can be taught versus the things that cannot
• Emotional Intelligence
• The books that Dr. Janson has written
• Key ingredients that make up a high performing leader
• Has leadership changed with remote work?
• Values and culture
• Good judgment and how it's formed
• Dr. Janson's book recommendation and daily rituals

Kim Janson is the President and CEO of Janson Associates, a firm dedicated to "unleashing people's potential globally." Kim has been on the ground working with leadership teams in over 40 countries for more than 25 years. She has hosted and successfully conducted leadership programs in Singapore, China, Malaysia, Russia, New Zealand, England, France, Canada, Holland, Italy, Mexico, Chile, Spain, Dubai, Australia and the United States.

Janson Associates works with firms from start-up level to Fortune 100 companies in all industries. Kim is considered a premier executive coach, is a member of the Forbes Coaching Council and serves as an executive coach and instructor at the Harvard Business School. Kim is the author of Demystifying Talent Management.

• Janson Associates Website

• Determining Leadership Potential by Dr. Kim Janson

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