Art of Consulting Podcast
You'll learn our top strategies to improve your career, confidence, lifestyle from us and other crazy successful seasoned consultants in IT and Management. Engage in the conversation as we discuss everything that brought us longevity and success over the years in the consulting industry.
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249 | Unmasking Corporate Fraud and Cybersecurity: Real Stories and Practical Tips with Stephanie Forbes
11/09/2024
249 | Unmasking Corporate Fraud and Cybersecurity: Real Stories and Practical Tips with Stephanie Forbes
In this compelling episode of The Art of Consulting podcast, Stephanie Forbes brings her expertise to the table, discussing the prevalent and often sophisticated issue of corporate fraud and cybersecurity. Throughout the conversation, we navigate the different ways in which fraud can occur within an organization, the impacts it can have, and the steps that can be taken to prevent it. From harrowing stories of payroll fraud to the intricacies of implementing governance models, Stephanie provides actionable insights to secure the financial and informational assets of companies. Episode Summary: [00:00-01:05] Introduction: Hosts recap previous discussions and introduce today’s focus on how funds may be fraudulently siphoned from organizations. [01:06-02:41] Stephanie Forbes on Payroll Fraud: Forbes shares insights on payroll vulnerabilities and fraud risks. [02:42-03:35] Payroll Fraud Case Study: Example of payroll fraud involving fictitious employees under a single manager. [03:36-05:11] Sophisticated Fraud Techniques: Discussion of fraud types, including wire fraud, and their significant impact. [05:12-07:20] Cybersecurity Incidents: Forbes recounts a cyber breach resulting in company system loss. [07:21-12:47] Cloud System Risks: Exploring cloud access risks and keychain security vulnerabilities. [12:48-18:05] Cyberattack Recovery: Strategies for recovery, backup importance, and governance frameworks. [18:06-21:16] SMB Cybersecurity Tips: Affordable, effective cybersecurity practices for small to medium businesses. [21:17-29:00] Final Tips: Emphasis on advanced authentication and data protection strategies. Catch Stephanie next at The P-World Conference in Toronto December 4th.Click here for more info Episode Highlights: [01:06] Money Leak Channels: Forbes agrees with the host on limited money outflow channels and details fraud-prone areas. [01:19] Payroll and Procure-to-Pay Systems: Identified as high-risk zones for fraud, with a reference to a 2023 fraud report. [02:42] Payroll Fraud Example: Case where one individual received 74 checks, linked to a manager's scheme. [03:36] Fraud Complexity: Forbes describes another fraud instance involving last-minute bank account changes. [06:21] Cybersecurity Focus: A real-world case where a company lost cloud control due to a cyberattack. [07:21] Cloud Security Explained: Forbes clarifies cloud risks, including hackers gaining access to a company’s keychain. [12:48] Cyberattack Recovery: Importance of offsite backups and system restoration strategies. [18:06] Governance Models: Forbes advocates for governance models covering people, processes, and technology to defend against fraud. [21:17] SMB Cybersecurity Advice: Tips on cybersecurity insurance and routine data backups for small and medium businesses. [29:01] Final Insights: Forbes calls for barriers between cloud and operational systems and highlights authentication protocol needs. About Our Guest: Stephanie Forbes is a seasoned executive with over two decades in business, risk management, and supply chain. Her extensive experience has driven high-profile projects across the energy and construction sectors. As interim vice chair of Supply Chain Canada, Alberta Institute, Forbes actively supports supply chain development, with expertise in governance and supplier lifecycle management. Where to Find Our Guest Online: LinkedIn – Stephanie Forbes: Website –
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248 | Decoding Consulting Secrets: The Art of Knowledge Transfer
11/02/2024
248 | Decoding Consulting Secrets: The Art of Knowledge Transfer
In this episode of The Art of Consulting podcast, hosts Andy and Cat reunite for a rare “together episode” discussing the nuances and importance of knowledge transfer in the consulting space. As consultants from various fields, they explore the idea of consulting as a temporary yet impactful role, emphasizing the value of effectively transitioning their knowledge to clients and the critical role of documentation and interpersonal skills in a consultant’s success. Episode Summary: [00:05] Andy and Cat kick off a special co-hosted episode, reflecting on their individual expert interviews and the rarity of their joint episodes these days. [00:38] They talk about their intense collaboration periods in the past, contrasting it with their recent individual projects. [00:46] Core Topic: The transfer of knowledge. They highlight the paradox of good consultants—working themselves out of a job—while maintaining strong client relationships, with clients often returning for help with new challenges. [01:37] They discuss the necessity of identifying a key person within the client's organization for knowledge transfer, ensuring smooth operations post-consultancy. [04:36] Discussion on the optimal timing for identifying a successor at the client site, stressing the importance of involving them from the start of the project. [06:46] Andy expresses concern about clients deferring knowledge transfer until after go-live, leading to gaps in understanding key project decisions. [10:47] The conversation shifts to the importance of moving from people-centric to system-centric operations and the risks of not having redundancy in organizational knowledge. [14:48] Andy and Cat discuss transferring not only technical knowledge but also the interpersonal skills and sensitivities critical to successful consulting. [16:55] They emphasize the need for user-friendly tools to document technical knowledge and the tact needed to convey information about team dynamics. [22:34] They provide an action plan for listeners on how to approach knowledge transfer. They advise identifying primary and secondary successors, choosing a starting point, using effective documentation tools, and considering the human aspect of knowledge transfer. [39:20] The episode closes by affirming the value of human relationships in the consulting process. Episode Highlights: [00:05] – Introduction: Andy and Cat discuss the rarity of co-hosting due to their individual interviews with experts. [00:38] – Reflection on past episodes and the evolution of their interactions. [00:46] – Consultant’s Paradox: Good consultants work to make themselves unnecessary while maintaining client relationships. [01:37] – Key Individual for Knowledge Transfer: The importance of identifying a key person within the client's organization. [04:36] – Timing of Knowledge Transfer: Optimal timing for selecting the right person for knowledge transfer. [06:46] – Continuity Concerns: Issues with waiting until post go-live for knowledge transfer. [10:47] – Shift to System-Centric Operations: Importance of having redundancy in organizational knowledge. [14:48] – Comprehensive Knowledge Transfer: Technical and soft skills are equally important. [16:55] – User-Friendly Documentation Tools: Creating effective documentation for knowledge transfer. [22:34] – Action Plan for Listeners: Steps to approach knowledge transfer in consulting. [39:20] – Conclusion: The human aspect remains central to consulting work. About the Hosts: Andy and Cat are seasoned consultants with a passion for sharing their insights and experiences. They specialize in guiding organizations and individuals through complex projects, advocating for knowledge transfer to ensure sustained excellence and growth. For listeners looking to enhance their consulting skills or gain insights into the art of knowledge transfer, this episode offers valuable strategies and field anecdotes. Join Andy and Cat as they unravel the complexities and rewards of consulting, where imparting knowledge is essential for success.
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247 | Building Out an Expert Position in Consulting - with Mark Amtower
10/19/2024
247 | Building Out an Expert Position in Consulting - with Mark Amtower
Welcome to another episode of The Art of Consulting, where we delve deep into the strategies and experiences of seasoned professionals in the consulting sphere. Today's guest is none other than Mark Amtower, the founder and partner of Amtower & Company, a firm specializing in marketing to the government. With a career spanning 39 years, Mark has been at the forefront of acknowledging and leveraging the nuances of marketing within the government contracting world. Episode Breakdown: 00:00 - 00:01: Speaker 1 (Host) opens the episode with a greeting to the audience. 00:15 - 00:22: Speaker 2 introduces Mark Amtower, highlighting his role as the founder of Amtower & Company. 00:23 - 00:25: Mark Amtower expresses his gratitude for being invited to the show. 00:25 - 00:36: The conversation touches upon a previous discussion, and Mark is prompted to share details about his background and focus. 00:38 - 01:27: Mark discusses the beginnings of his company in 1985, his background in literature, and his dive into the unique discipline of marketing to the government. 01:27 - 01:31: Mark humorously acknowledges the longevity of his career. 01:33 - 01:36: Speaker 2 jokes about Mark's long-standing career. 01:36 - 01:37: Mark responds with a light-hearted comment. 01:39 - 02:50: The dialogue shifts to the theme of non-traditional paths to consulting, highlighting the diverse skills that people bring to the industry. 02:50 - 03:04: Speaker 2 asks Mark how his non-traditional background shaped his consulting approach. 03:04 - 03:45: Mark recounts experiences, such as telemarketing and IT sales, that provided valuable skills for his consulting career. 03:45 - 04:27: Mark discusses his entry into advertising and how he identified a niche in marketing to government, which led to establishing his consulting presence. 04:28 - 05:14: Challenges of creating a client pipeline and managing financial concerns as a new consultant are discussed. 05:15 - 05:44: Speaker 2 reflects on the difficulty of securing subsequent contracts and the importance of building a client pipeline. 05:44 - 06:09: Speaker 2 asks how Mark identified and pursued the niche in government marketing. 06:09 - 06:54: Mark shares how he recognized unmet needs in the market and became the first to address federal marketing issues. 06:54 - 07:39: Mark explains positioning strategies and being first-to-market, referencing Jack Trout and Al Ries’ marketing insights. 07:40 - 08:21: Mark's journey of writing about government business and giving speaking engagements is discussed. 08:21 - 08:27: Mark mentions how ad agencies in D.C. often overlooked marketing to the government. 08:29 - 09:01: Speaker 2 discusses the concept of market awareness and recognizing gaps in the market. 09:01 - 09:32: Speaker 2 and Mark talk about the importance of acting on ideas when opportunities arise. 09:32 - 09:50: Mark shares his strategy for building expertise through experience and addressing industry issues like mailroom logistics. 09:51 - 10:37: Mark explains his innovative solution to improve mail delivery in federal agencies by understanding internal processes. 10:37 - 11:14: Mark discusses founding an association to facilitate collaboration between mailers and federal mail managers. 11:14 - 11:51: The importance of addressing industry-specific problems through communication and collaboration is emphasized. 11:51 - 12:29: Mark's experience with influencing mail routing in federal agencies is shared. 12:31 - 13:07: Speaker 2 appreciates Mark’s problem-solving approach and the importance of recognizing critical roles within organizations. 13:07 - 13:29: Speaker 2 relates Mark's experiences to modern challenges in delivering messages effectively. 13:29 - 14:16: Mark discusses how his business pivoted due to the rise of online platforms, affecting his direct mail business, and how he adapted. 14:21 - 14:35: Mark shares how engaging with a federal webmasters group helped him understand the changing landscape and adapt his consulting approach. 14:44 - 15:19: Speaker 2 highlights the importance of specialization and continuous learning in consulting. 15:19 - 15:51: Speaker 2 emphasizes the role of critical thinking and deepening domain expertise through industry involvement. 15:52 - 15:55: Speaker 2 notes the evolving nature of consulting and the need for specialization to stay competitive. 15:56 - 16:26: Mark discusses how consultants need to evolve their subject matter expertise to remain relevant in the industry. 16:26 - 16:29: Speaker 2 agrees with Mark's point. 16:27 - 16:29: Mark briefly mentions that his expertise doesn't cover all markets. 16:30 - 16:57: Speaker 2 talks about the dynamics of generalists versus specialists and how to find one's niche. 17:36 - 18:07: Mark shares a story about how Netscape disrupted the market, forcing him to pivot his business. 18:10 - 18:20: Mark emphasizes the ongoing need for consultants to adjust and innovate in response to technological changes like Web 2.0. 18:21 - 18:52: Mark and Speaker 2 discuss how Web 2.0 tools opened new opportunities for consultants to publish and share content. 18:53 - 19:38: Mark explains how he leveraged LinkedIn to establish his B2G (business-to-government) platform and his experience as a beta tester for LinkedIn's Pulse feature. 19:38 - 20:24: Mark talks about adapting to LinkedIn’s evolving features and becoming a prolific content creator. 20:24 - 21:09: Mark explains how LinkedIn helped him build thought leadership and connect with his target audience. 21:09 - 21:13: Speaker 2 affirms Mark's approach. 21:15 - 21:42: Mark advises on making a strong first impression on LinkedIn, including using the profile banner effectively. 21:57 - 21:58: Mark suggests using LinkedIn features strategically to enhance personal branding. 22:39 - 23:00: Mark and Speaker 2 discuss how LinkedIn evolved from a resume site into a networking and content publishing platform. 23:00 - 23:31: Mark stresses the importance of crafting a compelling LinkedIn 'About' section to create a positive first impression. 23:31 - 23:34: Speaker 2 humorously comments on common mistakes with LinkedIn profile banners. 23:34 - 24:17: Mark emphasizes the strategic use of every LinkedIn profile element to project a professional image and value proposition. 24:18 - 24:53: Speaker 2 appreciates Mark’s tips and underscores the need for attention to detail in presenting oneself professionally on LinkedIn. 25:35 - 25:54: Speaker 2 asks Mark about his content creation schedule on LinkedIn. 25:54 - 26:42: Mark shares that he doesn’t follow a strict calendar but publishes when inspiration strikes, along with commitments to other platforms. 26:42 - 27:20: Mark talks about his prolific writing and method of seeking feedback before publishing content. 27:20 - 28:09: Mark shares how feedback from trusted peers helps him refine his content for relevance and clarity. 28:09 - 28:37: Speaker 2 highlights the value of critical thinking and the iterative process of content creation. 28:37 - 29:11: Mark advises on capturing ideas and nurturing them for professional growth and content creation. 29:11 - 29:38: Mark suggests validating ideas with trusted peers to improve them and ensure professional growth. 29:39 - 30:07: Speaker 2 and Mark discuss the importance of continuous learning, feedback, and engaging with one's audience. 30:07 - 30:37: Speaker 2 reflects on sharing ideas and receiving feedback as key to enhancing one’s professional expertise. 30:47 - 31:20: Mark advises carrying a notebook to jot down ideas for later reflection and development. 31:28 - 32:04: Speaker 2 reflects on revisiting ideas over time and their potential for future relevance. 32:17 - 32:27: Mark humorously comments that everyone has a novel or country song in them, but not all ideas need to be shared publicly. 32:47 - 33:27: Mark shares an analogy from sports journalist Sally Jenkins about tennis margins, comparing it to consulting and handling setbacks. 33:50 - 34:28: Speaker 2 and Mark discuss the importance of nurturing even small ideas into valuable contributions. 34:58 - 35:40: The conversation shifts to building a pipeline for consulting work, and Mark advises defining a target audience and creating relevant content. 35:41 - 36:24: Mark shares a key lesson about realizing that the real decision-maker in a company was the CEO, not the marketing contact. 36:42 - 37:15: Speaker 2 and Mark discuss recognizing key decision-makers and influencers in organizations. 37:15 - 39:44: Mark emphasizes the value of connecting with executive assistants, understanding their preferences, and using LinkedIn to foster relationships with decision-makers. 39:10 - 39:44: Mark and Speaker 2 talk about nurturing influential connections and recognizing their contributions. 40:30 - 41:06: Mark continues discussing the importance of recognizing the power and influence of executive assistants in decision-making processes, sharing tips on building genuine relationships with them. 41:06 - 41:41: Mark emphasizes how consultants should research and understand the needs of both decision-makers and their assistants to provide better value. 41:41 - 42:12: Speaker 2 reflects on the vital role executive assistants play in shaping consulting engagements and client relationships. 42:12 - 42:44: Mark shares his experience using LinkedIn to connect with decision-makers and their assistants, noting how this approach has helped him open doors to new opportunities. 42:45 - 43:16: Mark advises using LinkedIn strategically to gather insights about companies and individuals, tailoring outreach efforts to resonate with the needs and interests of potential clients. 43:16 - 43:58: The conversation turns to building trust and credibility on LinkedIn. Mark stresses the importance of being consistent in messaging, content creation, and follow-ups to maintain visibility and authority. 43:58 - 44:34: Mark touches on how to nurture connections on LinkedIn over time, explaining that providing value and engaging authentically helps build long-term relationships with potential clients. 44:35 - 45:10: Speaker 2 asks Mark how he manages to stay on top of industry trends and maintain his relevance after decades in the consulting industry. 45:10 - 46:10: Mark shares his learning habits, including constantly reading, attending webinars, and keeping an eye on emerging technologies and market shifts, to ensure he can offer up-to-date advice to his clients. 46:10 - 47:02: Speaker 2 reflects on the importance of continuous learning and adapting to new trends in consulting, agreeing with Mark's approach of staying curious and informed. 47:02 - 47:52: Mark gives an example of how evolving technologies and changes in government policies have reshaped the way consultants need to approach marketing and business development strategies. 47:52 - 48:32: Mark discusses the rise of AI and automation tools in marketing and how they impact the role of consultants, especially in creating more personalized outreach. 48:32 - 49:02: Speaker 2 asks Mark for his thoughts on how consultants can use these new tools to improve their client relationships. 49:02 - 50:01: Mark emphasizes that while AI and automation are helpful, building personal relationships and trust remains critical. He encourages consultants to strike a balance between using technology and maintaining a human touch in client interactions. 50:01 - 50:43: Mark shares a final tip for consultants: to always remain flexible and open to new ways of solving problems, whether through technology, strategy, or networking. 50:44 - 51:10: Speaker 2 asks Mark to offer any parting advice for consultants looking to break into government marketing or consulting in general. 51:10 - 52:10: Mark advises consultants to focus on understanding the specific needs of their target market, build a strong personal brand, and consistently deliver value. He also emphasizes perseverance in developing relationships and gaining trust in the consulting world. 52:10 - 52:58: Mark reflects on the most rewarding aspects of his consulting career, sharing that seeing his clients succeed and making an impact on their businesses has been the highlight of his journey. 52:58 - 53:00: Speaker 2 wraps up the episode by thanking Mark for his time and insights, and closes the conversation. 53:00 - End: The episode concludes with a call to action for listeners to connect with Mark Amtower online and to stay tuned for future episodes. Episode Highlights: 00:15 - 00:22: Introduction of Mark Amtower, a seasoned expert in government contracting marketing. 00:38 - 01:27: Mark shares his unique journey into the niche of marketing to the government. 01:39 - 02:50: Discussion on the value of non-traditional paths to consulting. 04:28 - 05:14: Mark talks about the challenges of creating a client pipeline for consultants. 05:44 - 06:09: Insights into how Mark identified a marketing niche in the government sector. 08:21 - 08:27: Addressing the lack of marketing to government within ad agencies. 14:44 - 15:19: The importance of specialization and continuous learning in consulting. 23:34 - 24:17: Tips for making a strong first impression with your LinkedIn profile. 28:37 - 29:11: Keeping track of ideas and fostering creativity in professional growth. 35:41 - 36:24: Mark's lesson on identifying and engaging with decision-makers. 46:00 - 46:10: Mark emphasizes the significance of courtesy and empathy in professional settings. 49:43 - 50:22: Encouraging consultants to admit knowledge gaps and leverage their peer networks. About Our Guest Today: Mark Amtower is the founder and partner at Amtower & Company, a consultancy specializing in marketing to the government sector. With a masterful grasp of government marketing and an active presence on LinkedIn, Mark is a leading authority in government contracting and B2G marketing. With an impressive tenure of nearly four decades, Mark has shaped the landscape and discourse around marketing to the government. Where to Find Our Guest Online: LinkedIn - Mark Amtower:
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246 | The Gift of Recurring Thought - with Katie Weldon
10/12/2024
246 | The Gift of Recurring Thought - with Katie Weldon
In this insightful episode of The Art of Consulting podcast, we're joined by Coach Katie, also known as Katie Weldon, who not only excels as a business mentor and mindset coach but also shines in the real estate world as Katie the Mortgage Lady. With a rich history of bold decisions and transformative life changes, Katie opens up about her journey and the pivotal moments that led her to adopt a life-changing mindset. 00:13 - Introduction: We welcome Coach Katie to the show, discussing her multifaceted career and the courageous choices that have defined her path, from a drastic relocation to powerful personal developments. 00:59 - Life-Altering Decisions: Katie reflects on the significant decisions she's made, including a spontaneous move, medication changes, and notably, her choice to stop drinking—a frequent habit that pervaded her social and professional life. 02:50 - Intuition and Identity: A keynote moment at a Hay House conference triggers Katie's intuition, leading her to a decision that would not only alter her habits but challenge her identity. She narrates the process of facing and embracing her true self without alcohol. 05:34 - The Extrovert's Challenge: Katie discusses the surprising nervousness that comes with being an extrovert and the reliance on alcohol for social courage. She reveals the journey of redefining her social strategies and relationships in the absence of her previous crutch. 09:57 - Intuition's Role in Personal Change: The conversation shifts to the power of intuition, how it guided Katie's life choices, and the importance of acting upon these persistent inner calls for the sake of growth and alignment with one's true self. 15:19 - Dealing with Fear and Change: Katie and the host delve into the natural fear associated with change, the significance of being true to oneself, and the strength required to walk through uncertainty while reshaping one's identity. 22:48 - Acting on Intuitive Messages: We explore how vital it is to acknowledge and act on intuitive messages, recognizing the impact of those decisions on personal well-being and how they can manifest in unexpected and profound ways. 31:58 - Filling the Void with Positivity: Finally, Katie emphasizes the importance of consciously choosing what to fill the void with when removing a habit or element from one's life, ensuring it contributes positively to one's journey towards a fulfilling life. Episode Highlights: 00:13 - Introduction to Coach Katie Weldon, a business mentor, mindset coach, and also known as Katie the Mortgage Lady in the real estate industry. 00:59 - Katie shares her story of making life-altering decisions, including moving from Massachusetts to Florida, getting off medications, and her significant decision to stop drinking. 05:34 - Discussion on introverts, extroverts, and the surprising shyness extroverts can experience. Katie talks about the role of alcohol in social settings and her journey to navigate social interactions without it. 09:57 - The critical role of intuition in personal change and the importance of listening to those persistent internal messages that guide life choices. 15:19 - How fear and change can challenge one's identity, and the importance of staying true to oneself through the uncertainty of transformative periods. 22:48 - The necessity of acknowledging and acting upon intuitive messages for personal well-being and the profound impact these decisions can have. 31:58 - Katie emphasizes the importance of filling the void with positive actions and choices when removing a habit or element from one's life. About Our Guest: Katie Weldon is an entrepreneur combining her talents as a business mentor, mindset coach, and successful figure in the real estate industry. With a history of unabashed decisions leading to personal rediscovery, Katie inspires through her journey and passion for helping others find balance and success in both business and life. Where to Find Our Guest Online: For more on Katie Weldon's work and to connect, visit: Website: Facebook and Instagram: @Katiesimpsonweldon Facebook Group: KatieKollective
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245 | Wired Wisdom: Unraveling the Mysteries of Procurement Fraud with Stephanie Forbes Part 2
10/05/2024
245 | Wired Wisdom: Unraveling the Mysteries of Procurement Fraud with Stephanie Forbes Part 2
Join us in a riveting discussion with Stephanie Forbes, a value chain virtuoso with more than two decades of experience overseeing multi-billion dollar projects. Serving as the interim vice chair of Supply Chain Canada, Alberta Institute, she is frequently sought out for her wealth of knowledge in the supply chain realm. In this episode, Stephanie delves into the complexities of procurement fraud, elucidating its various forms and imparting crucial strategies for preventing such deceptive practices within organizations. 00:13 - Introduction: Kat introduces Stephanie Forbes, an esteemed value chain expert renowned for her contributions to the field and her tenure in steering significant projects throughout Canada and the United States. 00:56 - Stephanie's Professional Background: The spotlight is on Stephanie's instrumental role in advancing the Supply Chain Excellence Forum and her collaboration with prominent entities like Shell and Chevron, reflecting her dedication to solving complex issues and building best-in-class governance models. 01:40 - Navigating the Topic of Fraud: Today's enlightening conversation ventures into the pressing issue of fraud within the supply chain ecosystem, with Stephanie emphasizing the criticality of understanding the different facets that contribute to vendor-related fraud and illicit cash flow activities. 02:22 - What is Procurement Fraud?: Stephanie lays down a clear definition of procurement fraud, highlighting the element of criminal deception in the procurement process, which aims for personal or organizational financial gain. 03:29 - Exploring Various Fraud Types: We dive deep into the murky waters of procurement fraud, discussing specifics like employee-contractor collusion and bribery, and how such practices circumvent fair processes and inflate organizational costs. 06:53 - The Mechanisms of Bid Rigging: Stephanie offers a breakdown of bid rigging, conflicts of interest, and the preventative measures that organizations can implement to safeguard against such deceptive activities. 08:22 - The Perils of Product Substitution: The conversation shifts to the significant risks associated with product substitution, particularly in sensitive sectors like oil and gas, underscoring the potential dangers and the importance of rigorous quality assurance. 09:55 - The Role of Quality Control and ERP Systems: The episode highlights the vital role of quality control measures and how ERP systems play an integral part in preserving compliance data and preventing procurement fraud. 13:05 - The Advantages of a Vertically Integrated Supply Chain: Stephanie speaks to the benefits of vertical integration in a supply chain, detailing how it can enhance predictability and control, while lowering overall risk. 16:23 - Tales of Fraudulent Activities: We hear chilling real-world accounts of fraud, including a case study of an employee's manipulation of ERP data leading to a significant financial loss for their company. 26:12 - Pinpointing Vulnerabilities and Remedies: The episode concludes with discussions on identifying weak spots in corporate processes susceptible to fraud and the measures that can be taken to train employees on recognizing and preventing these issues. About Our Guest Today: Stephanie Forbes is a seasoned executive with over two decades of experience in business, risk management, and supply chain, primarily within the energy and construction sectors. Her leadership has driven successful transformations in teams, projects, and programs. She is committed to advancing the supply chain profession by creating value for stakeholders through speaking engagements, mentoring, and leveraging her extensive network. Stephanie’s achievements include implementing best-in-class programs such as full life cycle governance and supplier life cycle management. Eager for new opportunities, she is motivated to make significant contributions to the energy and construction industries, as well as the field of supply chain management. Episode Highlights: 00:13 - Introduction to Stephanie Forbes: Stephanie is introduced as a highly experienced value chain expert and interim vice chair of Supply Chain Canada, Alberta Institute. 00:56 - Stephanie's Influence on the Supply Chain Industry: Her work with major North American organizations and contributions to the Supply Chain Excellence Forum are highlighted. 01:40 - Fraud in the Supply Chain: The conversation turns to how fraud can impact organizations and the need for awareness of various fraud types in the procurement process. 02:22 - Defining Procurement Fraud: Stephanie provides a definition of procurement fraud, emphasizing deception in acquiring goods or services. 03:29 - Types of Procurement Fraud: The discussion delves into different types of procurement fraud, including employee-contractor collusion, and its consequences. 06:53 - Preventing Bid Rigging and Conflicts of Interest: Stephanie discusses how organizations can mitigate the risk of bid rigging and conflicts of interest within procurement processes. 08:22 - The Dangers of Product Substitution: The risks associated with product substitution in critical industries are examined. 09:55 - Quality Control and ERP Systems: The importance of quality control and the role of ERP systems in upholding data compliance is explored. 13:05 - The Value of Vertical Integration: Stephanie speaks on how vertical integration can enhance predictability and reduce risks within supply chains. 16:23 - Real Cases of Fraud: A story is shared about an employee manipulating ERP system data to commit a multi-million-dollar fraud. 26:12 - Preventative Measures and Training: Strategies for fraud prevention, the importance of process reviews, and employee education are discussed. Where to Find Our Guest Online: LinkedIn - Stephanie Forbes:
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244 | Wired Wisdom: Unraveling the Mysteries of Procurement Fraud with Stephanie Forbes Part 1
09/27/2024
244 | Wired Wisdom: Unraveling the Mysteries of Procurement Fraud with Stephanie Forbes Part 1
Welcome to a new episode of the Art of Consulting podcast, where we engage in deep discussions with some of the most knowledgeable and insightful professionals in the business world. Today, we are privileged to welcome Ms. Stephanie Forbes back to the show. Recognized as a national expert in value chain management, Stephanie brings over two decades of experience managing multi-billion dollar projects throughout Canada and the United States. Currently serving as interim vice chair of Supply Chain Canada, Alberta Institute, Stephanie is frequently sought after for her expertise and is known for her impact on the industry through her roles in leading panels, webinars, and podcasts, and as an international speaker. In this episode, Stephanie enlightens us on the complex and pressing issue of procurement fraud in the supply chain space. She shares her wealth of knowledge on the types of fraud organizations might encounter, the effects of such illegal acts, and the crucial steps necessary to prevent them. Prepare for an in-depth look at the importance of governance models, complex problem-solving, and the nuances of fraud prevention within the supply chain. 00:13 Introduction: We introduce Ms. Stephanie Forbes, a value chain expert with extensive experience in leading significant projects across North America. Her involvement with Supply Chain Canada and her reputation as an international speaker set the tone for our discussion on procurement fraud. 00:56 Stephanie's Vast Experience: Stephanie's rich background includes the creation of the Supply Chain Excellence Forum and her work with some of the largest organizations in North America. Her passion for complex problem-solving has made her an authoritative voice in the industry. 01:40 The Issue of Fraud in Supply Chains: We dive into the significant problem of fraud within supply chains, particularly its relation to ERP systems, and Stephanie's encounters with companies that fraudulent activities have victimized. 02:48 What Is Procurement Fraud?: Stephanie offers a precise definition of procurement fraud and discusses its impact on organizations, providing a foundation for further exploration of the subject. 03:29 Types of Procurement Fraud: Detailed explanation of various forms of procurement fraud, including employee collusion, bribery, conflicts of interest, bid rigging, and product substitution, shedding light on their intricacies and consequences. 05:29 The Case of Data Manipulation and Fraud: Stephanie shares a real-life example of data manipulation that led to a $9 million financial loss, emphasizing the need for stringent data management and control measures to prevent such fraud. 14:54 The Role of ERP Systems: The conversation turns to how Enterprise Resource Planning (ERP) systems can play a crucial role in maintaining compliance data and acting as a deterrent against fraud. 22:43 Lessons Learned from Fraud Cases: Stephanie emphasizes the importance of being open about instances of fraud, sharing lessons learned, and implementing continuous education and robust auditing processes to mitigate future risks. 31:58 Importance of Training in Fraud Prevention: The discussion highlights the significance of training staff, sharing information on fraud occurrences, and encouraging a culture of continuous learning to prevent fraudulent activities. Episode Highlights: 00:13 - Introducing the expertise and contributions of Stephanie Forbes in the supply chain management sector. 05:29 - Insights into the complex world of procurement fraud and the real consequences for organizations. 14:54 - Discussing the preventative measures and governance that can be put in place to combat fraud within companies. 31:58 - The importance of employee education and transparent communication in preventing and addressing fraud. About Our Guest: Stephanie Forbes is a seasoned executive adept in business, risk management, and supply chain disciplines. She has driven transformation within teams, projects, and programs in the energy and construction sectors, leaving a lasting impact. Stephanie is dedicated to advancing the supply chain profession, creating value through her speaking engagements, mentorship, and network. Her achievements include implementing best-in-class programs like full life cycle governance and supplier life cycle management. With an eye toward future opportunities, Stephanie is driven to contribute significantly to her industry and the field of supply chain management. Where to Find Our Guest Online: LinkedIn - Stephanie Forbes:
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243 | Navigating Success: Pat Kaiser's Trailblazing Journey in Tech Part 2
09/20/2024
243 | Navigating Success: Pat Kaiser's Trailblazing Journey in Tech Part 2
Welcome to another enlightening episode of the Art of Consulting podcast, where we delve into the personal and professional journeys of some of the most inspiring leaders in the industry. In today’s special installment, we are thrilled to welcome Ms. Pat Kaiser, a dynamic leader whose extensive background spans operations, marketing, sales, IT, HR, risk management, and mergers and acquisitions. Join us as we explore Pat’s journey, from her impactful career in consulting to her significant contributions to organizations like Agilus Work Solutions. Along the way, Pat shares invaluable insights on preparing a business for sale, the role of intellectual property in consulting, and navigating the challenges of being an independent contractor versus an employee. 00:13 - Introduction: Speaker 1 welcomes the listeners and introduces the guest, Pat Kaiser, who has been a role model and mentor throughout their career in consulting. 00:15 - 00:41 - Introduction Continued: Speaker 2 elaborates on Pat Kaiser’s impressive career in IT and consulting, highlighting her leadership roles in multinational organizations and her experience guiding companies through mergers and acquisitions. 00:41 - 01:38 - Preparing a Business for Sale: Pat discusses the process of preparing a business for sale, which involves ensuring documentation accuracy, maintaining clean financials, and setting up a data room. She explains the importance of keeping the staff unaware of the sale preparation to maintain business stability. 01:38 - 02:20 - Confidentiality and Preparation: Pat elaborates on the necessity of discretion while prepping the business for sale and creating a teaser document for potential buyers. She also talks about the development of a confidential information memorandum (CIM) that provides detailed business insights to interested parties. 02:20 - 02:58 - Engaging Interested Parties: Pat explains the role of letters of intent in the sale process and how they serve as binding agreements indicating serious interest from potential buyers. She highlights the competitive nature of these engagements, particularly when competitors are involved. 02:58 - 03:35 - Valuation of Consulting Firms: Pat discusses the importance of intellectual property, management team stability, and staff skills in the valuation of consulting firms. She emphasizes that the primary assets being acquired are the people and the goodwill with clients. 03:35 - 04:48 - Value of Intellectual Property: Pat underscores the value of intellectual property in a consulting firm, including software and documented best practices that can enhance business operations and client implementations. 04:48 - 05:33 - Importance of Client Lists: Pat emphasizes that client lists are often the most critical asset in a consulting firm’s valuation, followed by the skills and experience of the staff and intellectual property. 05:33 - 07:46 - Detractors from Business Value: Pat identifies factors that detract from a business’s value, such as restrictive client contracts, debt, poor reputation, and inexperienced staff. She explains the importance of managing these elements to maintain business value. 07:46 - 09:40 - Independent Contractor vs. Employee: Pat compares the pros and cons of being an independent contractor versus an employee. She discusses financial rewards, job stability, and opportunities for professional growth in both roles. 09:40 - 13:34 - Discipline in Consulting: Pat highlights the need for discipline as a consultant, from understanding client environments to managing time and continuous learning. She shares tips on how consultants can stay relevant and valuable in the industry. 13:34 - 14:36 - Continuous Learning: The discussion emphasizes the importance of continuous learning and investing in personal development to enhance one’s skills and certifications, ensuring long-term success in consulting. 14:36 - 24:47 - Closing Insights: Pat reflects on the significance of having intentional plans and being proactive in career development, both as an employee and a consultant. She shares personal anecdotes and advice on navigating the consulting industry successfully. Episode Highlights 00:13 - 00:15 - Introduction: Speaker 1 welcomes listeners and introduces the episode. 00:15 - 00:41 - Today's Guest: Speaker 2 introduces Pat Kaiser, highlighting her career in consulting and IT. 00:41 - 00:47 - Opening Question: Speaker 1 asks about preparing a business for sale. 00:48 - 01:38 - Preparing a Business for Sale: Pat explains key steps, focusing on documentation, financials, and confidentiality. 01:38 - 02:20 - Confidential Preparation: Pat discusses keeping sale plans discreet and creating teaser documents and CIMs. 02:20 - 02:58 - Engaging Buyers: Pat covers engaging buyers through letters of intent and binding agreements. 02:58 - 03:35 - Business Valuation: Key assets in a firm’s valuation, including intellectual property and client goodwill. 03:35 - 04:48 - Intellectual Property: The value of IP in improving business operations. 04:48 - 05:33 - Client Lists: Importance of client lists in increasing a firm's value. 05:33 - 07:46 - Detractors: Factors that detract from value, like contracts, debt, and poor reputation. 07:46 - 09:40 - Contractor vs. Employee: Pros and cons of being an independent contractor vs. employee. 09:40 - 13:34 - Discipline in Consulting: The need for discipline in managing time and continuous learning. 13:34 - 14:36 - Continuous Learning: Importance of investing in skills for long-term success. 14:36 - 20:12 - Career Planning: Pat reflects on intentional career planning and proactive development. 20:12 - 24:00 - Building a Consulting Organization: Insights on leading a successful consulting firm. 24:00 - 24:47 - Closing Remarks: Speaker 1 and Pat summarize key points and express gratitude. About Our Guest Today Ms. Patricia Kaiser (Pat) was President of the Office Professional & Light Industrial division of Agilus Work Solutions, a large national workforce solutions firm, where she brought over 25 years of experience to the role. Previously, she was the incoming President and VP of Corporate Development for The BOWEN Group, Interim President and Chief Operating Officer for MacKay CEO Forums, and Chief Operating Officer for Sierra Systems for almost a decade. Pat is on the Board of the Alberta Electric System Operator (AESO) and is the Chair of the Human Resources Committee as well as a member of the Audit Committee. She also served on the Board of the Calgary Homeless Foundation for a number of years and in her last year, served as the Board Chair. Pat holds a Bachelor of Commerce degree from the University of Saskatchewan, she attended Queens University’s Executive Marketing program, earned her ICD.D from the Rotman School of Business in Toronto, and has been a regular lecturer at the University of Calgary’s Haskayne School of Business. Where to find Our Guest online: LinkedIn - Patricia Kaiser: Agilus Work Solutions:
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242 | Navigating Success: Pat Kaiser's Trailblazing Journey in Tech Part 1
09/13/2024
242 | Navigating Success: Pat Kaiser's Trailblazing Journey in Tech Part 1
Welcome to another enlightening episode of the Art of Consulting podcast, where we take deep dives into the personal and professional journeys of some of the most inspiring leaders in the industry. In today's special installment, we are thrilled to welcome none other than Ms. Pat Kaiser. Pat is a beacon of dynamic leadership, known for her hands-on approach and her uncanny ability to foster high-performing teams. Her extensive background covers a gamut of functions including operations, marketing, sales, IT, HR, risk management, and mergers and acquisitions, making her insights invaluable. Join us as we explore Pat's storied career, her role in shaping successful organizations like Agilus Work Solutions, and her profound impact on the community through her board positions with the Calgary Homeless Foundation and the Alberta Electric System Operator. Get ready for a session rich in wisdom, lessons learned, and strategies that drive both personal and organizational success. 00:13 Introduction: Welcome to the Art of Consulting podcast! In today's episode, we introduce Ms. Pat Kaiser, an inspiring leader and mentor to many. Pat's diverse background encompasses operations, marketing, sales, IT, HR, risk management, and M&A activities. She sets the stage for a deep dive into her remarkable career journey. 00:55 Pat Kaiser's Role at Agilus: Pat Kaiser served as the president of the Office Professionals and Light Industrial team at Agilus Work Solutions. Her commitment to building diverse, flexible, and resilient workforces is a testament to her leadership and passion for fostering collaborative environments that drive results. 01:52 Pat's Community Involvement: Beyond her corporate role, Pat is actively involved in the community, contributing her expertise as the board chair of the Calgary Homeless Foundation and a board member of the Alberta Electric System Operator (AESO). 02:42 Pat's Career Beginnings: Pat shares the serendipitous start to her career in IT consulting, which began with a neighbor's suggestion and led to her landing a job with Montage, a pivotal moment that would shape her career path. 03:29 Pat's Progression at Montage: Pat quickly moved from salesperson to branch manager at Montage, highlighting her natural leadership and operational skills that catalyzed the branch's success. 05:32 Sales Experience in IT: Pat discusses the parallels between sales and consulting, emphasizing the importance of networking, relationship building, and being a trusted partner to clients. 07:31 Consulting Insights: Drawing on her sales experience, Pat offers valuable advice to consultants on the importance of collaboration, establishing credibility, and the significance of strong work ethics. 08:18 Building Relationships: The discussion delves into the role of authenticity and the incremental process of building trust and forming lasting professional relationships. 10:10 Leadership and Team Building: Pat reflects on her ability to bring people together, the power of collaborative vision, and the joy she finds in creating a work culture that values and uplifts its members. 15:40 Pat's Time at Enable and Sierra Systems: Pat's journey took her from Enable to Sierra Systems, where she led as COO for nearly a decade, stressing the critical role of corporate culture and her efforts to replicate the vibrant environment she cherished at Montage. 19:57 Transition and Sale of Business: Pat outlines the strategic process of preparing and selling Sierra Systems to NTT Data Services, providing insight into the complexities of M&A activities involving multiple international branches. 22:30 Transition to Agilus Work Solutions: After the sale of Sierra Systems, Pat moved to Agilus Work Solutions, where she continued her executive trajectory, showcasing her expertise in corporate development and leadership. Episode Highlights: 00:13 - Introduction of Pat Kaiser's vast experience in various leadership roles. 05:32 - Insights into Pat's approach to building performance-driven teams and creating impactful work cultures. 00:55 - Pat's journey from entering the IT industry to becoming a key player in executive leadership. 05:32 - The importance of sales and consulting synergy in achieving business success. 08:18 - Strategies for effective networking, relationship building, and team collaboration. 19:57 - Pat's role in significant M&A ventures and transitioning organizations. About Our Guest Today: Ms. Pat Kaiser is known for her dynamic leadership and her ability to inspire and cultivate high-performance teams. With a proven track record in multiple business areas, Pat's expertise extends to community involvement, where she serves on various boards, contributing significantly to the organizations she supports. Where to find Our Guest online: LinkedIn - Patricia Kaiser: Agilus Work Solutions:
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241 | Revolutionizing Energy: A Deep Dive with Renewell Energy's CTO on Repurposing Abandoned Oil Wells - Part 2
09/06/2024
241 | Revolutionizing Energy: A Deep Dive with Renewell Energy's CTO on Repurposing Abandoned Oil Wells - Part 2
In this engaging second part of our interview with Stefan Streckfus, CTO of Renewell Energy, we continue our exploration of the revolutionary approach to repurposing abandoned oil wells for renewable energy storage. Stefan delves deeper into the operational and technical aspects of this transformative technology, sharing insights from his background in innovation and commercialization. We also discuss the future of energy storage, environmental sustainability, and how Renewell Energy is paving the way for a cleaner, greener future. Welcome and Recap (00:13) Cat kicks off the episode by welcoming listeners and providing a brief recap of Part 1, setting the stage for this deep dive into energy storage innovations. Technical Overview of Repurposing Oil Wells (00:13 - 05:02) Stefan explains the detailed process of converting abandoned oil wells into energy storage systems, focusing on the engineering and technology behind it. Scaling the Technology for Broader Impact (05:03 - 10:45) The discussion turns to scaling this innovative solution, as Stefan outlines the challenges and opportunities in expanding to different regions and industries. Partnerships and Regulatory Challenges (10:46 - 15:29) Stefan discusses the importance of strategic partnerships with governments, energy companies, and regulatory bodies in making this solution a success. Environmental and Economic Benefits (15:30 - 21:15) Stefan shares how Renewell Energy’s technology offers both environmental and economic benefits, touching on cost-effective energy storage and reducing the environmental impact of abandoned oil wells. Lessons Learned and Next Steps (21:16 - 28:10) Reflecting on Renewell Energy's journey so far, Stefan highlights key lessons learned from recent installations and the company’s roadmap for future projects. Closing Thoughts and Future Innovations (28:11 - 34:10) Cat and Stefan wrap up the conversation by looking ahead to future innovations in renewable energy and how Renewell Energy plans to continue driving change in the industry. Outreach and Contact Information (34:11 - 34:40) Stefan invites listeners to connect with Renewell Energy and explore potential collaborations. Closing Remarks (34:41 - 35:02) Cat thanks Stefan for the insightful conversation and reminds listeners to stay tuned for more inspiring episodes. Outro (35:02 - 35:20) Cat wraps up the episode, encouraging listeners to subscribe and share their thoughts on the topics discussed. Where to Find Our Guest Online: Renewell Energy Website: Stefan’s LinkedIn:
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240 | Revolutionizing Energy: A Deep Dive with Renewell Energy's CTO on Repurposing Abandoned Oil Wells - Part 1
07/26/2024
240 | Revolutionizing Energy: A Deep Dive with Renewell Energy's CTO on Repurposing Abandoned Oil Wells - Part 1
In this episode of The Art of Consulting Podcast, Cat sits down with Stefan Streckfus, co-founder and CTO of Renewell Energy. With nearly 5 years in renewable energy innovation and a background in designing scalable solutions for crises and commercial efficiency, Stefan shares his journey, challenges, and vision for the future of sustainable energy. Tune in for insights on impactful projects and advice for aspiring innovators. Welcome and Introduction 00:13 - 00:55 Hey, what is up you guys? It's Cat. Today we have a special guest, Stefan Streckfus, co-founder and CTO of Renewell Energy. With nearly 5 years in renewable energy innovation, Stefan is a Westgate fellow and former energy engineer at Mawaw Modular. He designed scalable renewable energy systems for refugee crises and founded Strekworks LLC, a consulting firm. He also led equipment innovation at Restaurant Brands International, improving efficiency and quality for brands like Burger King and Tim Hortons. Welcome, Stefan! Guest Introduction 00:56 - 03:40 Thanks, Cat! It’s great to be here. I’m excited to share my journey in the renewable energy sector and talk about some of the projects I’ve been involved with. Journey into Renewable Energy 03:41 - 08:15 Let's start with your journey. How did you get into renewable energy? It began with my engineering background. At Mawaw Modular, I worked on renewable energy solutions for refugee camps, which sparked my interest in this field. That experience led me to co-found Renewell Energy. Projects and Innovations 08:16 - 15:45 Can you share more about the projects you’ve worked on? Sure. At Renewell Energy, we focus on scalable solutions for sustainable energy. One notable project was developing a solar-powered water purification system for remote areas. At Strekworks LLC, I consulted on renewable energy projects, helping companies transition to greener solutions. Impact of Renewable Energy 15:46 - 20:10 What impact have these projects had on the communities and companies you worked with? The impact has been significant. For example, the solar-powered water purification system has provided clean water to thousands of people in remote areas. At Restaurant Brands International, the innovations led to improved energy efficiency and cost savings. Challenges in the Field 20:11 - 25:50 What are some of the challenges you’ve faced in the renewable energy sector? One major challenge is the initial cost of implementing renewable energy solutions. There’s also the need for continuous innovation to keep up with the growing demand for sustainable energy. Future of Renewable Energy 25:51 - 30:25 Where do you see the future of renewable energy heading? I believe we’ll see more integration of renewable energy into everyday life. Innovations in storage and efficiency will make renewable energy more accessible and affordable. Advice for Aspiring Innovators 30:26 - 35:10 What advice would you give to someone looking to get into the renewable energy field? Stay curious and keep learning. The renewable energy field is constantly evolving, so it’s important to stay updated with the latest technologies and trends. Networking and gaining hands-on experience are also crucial. Closing Remarks 35:11 - 36:30 Thank you so much, Stefan, for sharing your insights and experiences. Thank you, Cat. It’s been a pleasure talking with you. Outro 36:31 - 37:00 That’s all for today’s episode, folks. Thank you for tuning in. Don’t forget to subscribe and leave a review. See you next time! Episode Highlights: Welcome and Introduction 00:13 - 00:55 Cat introduces Stefan Streckfus, co-founder and CTO of Renewell Energy. Guest Introduction 00:56 - 03:40 Stefan shares his background and experience. Journey into Renewable Energy 03:41 - 08:15 How Stefan got into renewable energy. Projects and Innovations 08:16 - 15:45 Stefan discusses key projects and innovations. Impact of Renewable Energy 15:46 - 20:10 The impact of Stefan's projects on communities and companies. Challenges in the Field 20:11 - 25:50 Challenges faced in the renewable energy sector. Future of Renewable Energy 25:51 - 30:25 Stefan's vision for the future of renewable energy. Advice for Aspiring Innovators 30:26 - 35:10 Advice for those looking to enter the renewable energy field. Closing Remarks 35:11 - 36:30 Cat thanks Stefan for sharing his insights. Outro 36:31 - 37:00 Cat wraps up the episode and encourages listeners to subscribe. About Our Guest Today: Stefan Streckfus is the CTO at Renewell Energy. His career has focused on the development and implementation of new technologies in commercial settings. Prior to Renewell Energy, Stefan was Sr. Manager of Equipment Innovation at RBI (Burger King, Tim Hortons, and Popeyes) for 5 years, where he focused on equipment innovation, commercialization and deployment. In 2015, he received his first patent for a modification to the broiler. Stefan earned his MS in Civil and Environmental Engineering from Stanford University and his BS in Mechanical Engineering from Duke University. When he’s not working on Renewell’s mission, you can find him wandering the woods, links, or musical realms. Where to find Our Guest online
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239 | From Tech Entrepreneur To Amazon: Da Li's Experience for Entrepreneurial Success Part 2
07/19/2024
239 | From Tech Entrepreneur To Amazon: Da Li's Experience for Entrepreneurial Success Part 2
In this episode, we had the pleasure of hosting Da Li, a serial entrepreneur who shared his remarkable journey from entrepreneurship in China to creating sustainable home products. Da Li's diverse experiences and insights provided an enriching conversation on entrepreneurship and cross-cultural engagement. 1. Entrepreneurial Journey in China (00:00-02:16) Da Li founded DEYA Tech, becoming a market leader in China, catering to major clients domestically and internationally, including regions along the Belt and Road initiative. He discussed the challenges faced in the evolving landscape of entrepreneurship in China, highlighting the impact of rising labor costs and changing market dynamics. 2. Challenges of Business in China (02:16-13:00) Da Li emphasized the increasing difficulty of bootstrapping and organic growth in the current market, reflecting on the changes in labor costs and the landscape compared to previous years. He shared lessons learned from DEYA Tech, including the importance of embracing failure, the significance of swift adaptation, and recognizing the right timing for pivoting in business. 3. Engaging with High-Profile Dignitaries (13:00-18:00) Da Li shared intriguing stories of interacting with high-profile dignitaries, providing insights into encounters with a Saudi Prince and the late Paul Allen, shedding light on the dynamics and behind-the-scenes interactions in such scenarios. 4. Creating Sustainable Home Products (18:00-29:12) Introduction to Kunaboo, a brand by Kingsway Global Inc., focusing on sustainable home products with a family-oriented touch, emphasizing the significance of the name and the inherent message behind it. The discussion included the principles of the brand, the family-oriented feel of the products, and the value of having such items in homes. 5. Life Lessons from Entrepreneurship (29:12-32:00) Da Li emphasized the empowering nature of entrepreneurship, highlighting the sense of agency, responsibility, and the lasting impact it has on personal growth and accountability. Episode Highlights: 00:00 - Entrepreneurial journey in China, founding DEYA Tech and serving major clients nationally and internationally. 2:16 - Challenges of business in China, rising labor costs, and the changing landscape of entrepreneurship. 13:00 - Lessons learned from DEYA Tech, embracing failure, and the importance of swift adaptation in business. 18:00 - Engaging with high-profile dignitaries, sharing encounters with a Saudi Prince and the late Paul Allen. 29:12 - Creating sustainable home products, introducing the brand Kunaboo and its significance. 32:00 - Life lessons from entrepreneurship, emphasizing agency, responsibility, and personal growth. About Our Guest Today Da Li is a serial entrepreneur with a wealth of experience in entrepreneurship, cross-cultural dynamics, and sustainable products. He founded Kingsway Global Inc. and leads Peer Communications and Wellcee. Where to find Our Guest online https://www.kunaboo.com/ https://www.facebook.com/mykunaboo/ https://www.instagram.com/mykunaboo/ https://www.wellcee.com/
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238 | From Tech Entrepreneur To Amazon: Da Li's Experience for Entrepreneurial Success Part 1
07/12/2024
238 | From Tech Entrepreneur To Amazon: Da Li's Experience for Entrepreneurial Success Part 1
Welcome back to The Art of Consulting Podcast! In this episode, we feature Da Li, a serial entrepreneur with a rich background in IT and enterprise software development. Da Li shares insights into his diverse ventures, including Kingsway Global Inc., Peer Communications, and Wellcee, showcasing his dedication to sustainable home products, marketing services for luxury brands, and the development of a leading lifestyle and roommate-seeking platform. 00:06 Introduction: Host Kat introduces Da Li as a special guest, highlighting his extensive experience as a serial entrepreneur and the founder of various successful ventures. His expertise in sustainable home products, marketing services for luxury brands, and the establishment of Wellcee, a premier roommate-seeking platform, set the stage for an engaging conversation that follows. 01:11 Current Ventures Overview: Da Li delves into the founding of Wellcee, a platform designed to address the housing challenges faced by young individuals in bustling cities like Beijing, Shanghai, Shenzhen, and Hong Kong. His role as an investor and insights into Wellcee's growth and significance within the community form a central part of the discussion. 05:16 Platform Expansion and Unique Niche: Da Li provides specific details about Wellcee's growth, highlighting its evolution from a roommate-finding platform to a comprehensive lifestyle platform connecting young people in large cities. He emphasizes the platform's ability to maintain a high-touch approach while expanding across various cities and its significant impact in a market dominated by large platforms. 11:03 Lifestyle Platform and Community Engagement: Da Li explores the multifaceted nature of wellness, underscoring its impact on the lives of young individuals. He discusses the platform's unique features, such as enabling users to connect, understand shared interests, and select roommates based on lifestyle choices, thereby creating a personalized experience for its users. 12:04 Inclusivity and Community Support: The conversation shifts to Wellcee's role in fostering inclusivity, particularly within the LGBTQ+ community in China. Da Li highlights the platform's unique approach in facilitating pre-vetting and providing a safe space for individuals to express their identities and find compatible living arrangements, reflecting Wellcee's inclusive values. 18:02 Focus on Sustainable Home Products: Transitioning to another venture, Da Li shares his journey in establishing Kingsway Global Inc., emphasizing the company's commitment to producing sustainable bamboo home products. He sheds light on the importance of FSC certification in the production process and its significant environmental and cultural impact. 23:03 Embracing Sustainable Practices: Da Li elaborates on the decision to prioritize FSC certification for bamboo products, emphasizing the alignment of sustainable practices with personal values. He discusses the strategic differentiation of the business and the critical role of sustainable endeavors in driving product excellence within a competitive market. 27:27 Transition from IT to Entrepreneurship: Da Li reflects on his transition from IT to entrepreneurship, revealing the spontaneous nature of his journey and the organic growth of his early business, Dietech. He shares insights into breaking into the industry, securing initial clients, and the balance between the enthusiasm of youth and the wisdom of experience in entrepreneurial pursuits. 30:00 Conclusion: The show closes with a discussion on the dynamics of entrepreneurship, highlighting the blend of intuition and data-driven decision-making. The conversation with Da Li enriches the understanding of sustainable ventures, strategic differentiation, and the transformative impact on community building and lifestyle platforms. Episode Highlights: 00:06 Introduction of Da Li: Serial entrepreneur and founder of Wellcee, with expertise in sustainable home products and roommate-seeking platforms. 01:11 Wellcee Overview: Da Li discusses Wellcee's niche, growth, and impact in metropolitan communities through lifestyle connections and inclusivity. 05:16 Expansion and Inclusivity: Insights into Wellcee's evolution, emphasizing its inclusive approach to the LGBTQ+ community. 11:03 Sustainable Home Products: Da Li highlights Kingsway Global Inc.'s commitment to FSC-certified bamboo products and environmental values. 23:03 Embracing Sustainability: The importance of FSC certification and its impact in a competitive market. 27:27 Transition to Entrepreneurship: Da Li's journey from IT to entrepreneurship, initial clients, and balancing enthusiasm with experience. 30:00 Conclusion: Focus on entrepreneurship dynamics, blending intuition, data-driven decisions, and community impact. About Our Guest Today Da Li, a seasoned entrepreneur, excels in sustainable home products and marketing services within China. His diverse ventures, including Wellcee, reflect a commitment to fostering inclusive living spaces and innovative solutions for young individuals seeking roommates. Da Li's dedication to sustainable practices and strategic differentiation adds value to the entrepreneurial landscape. Where to find Our Guest online
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237 | Revitalize Your Consulting Career: Overcoming Burnout with Proven Strategies with Lauren Baptiste
07/05/2024
237 | Revitalize Your Consulting Career: Overcoming Burnout with Proven Strategies with Lauren Baptiste
In this engaging episode of The Art of Consulting Podcast, host sits down with Lauren Baptiste, a life coach and consultant specializing in workplace burnout and well-being. With over 13 years of experience in corporate culture, Lauren is on a mission to help professionals, particularly women, transition from exhaustion to empowerment. Her unique approach incorporates elements of Ayurveda, hormonal health, and evidence-based modalities, making her insights particularly compelling for anyone looking to improve their work-life balance. Key Topics Discussed: 00:06 - Introduction: Host introduces Lauren Baptiste, emphasizing her mission to enhance work culture by prioritizing well-being. Lauren’s diverse background includes expertise in Ayurveda, hormonal health, and evidence-based modalities. She has consulted for a wide range of clients including IBM, TD Securities, EY, NFL, Warner Music, Estee Lauder, Standard Chartered Bank, and the United Nations. 01:11 - Understanding Burnout: Lauren delves into the concept of burnout, highlighting its symptoms such as emotional exhaustion and cynicism. She differentiates between the 'soft' and 'hard' sides of burnout, emphasizing the importance of addressing both for overall well-being. Lauren explains how even high performers can fall prey to burnout, making it crucial to identify and address it early. 05:16 - Urgency of Addressing Burnout: The discussion covers the severe consequences of burnout, including extreme cases leading to suicidal thoughts. Lauren emphasizes the need for immediate intervention and sustainable solutions to prevent such outcomes. She shares stories about the drastic impact of unchecked burnout and stresses the importance of professional help and personal strategies to manage it. 11:03 - Balancing Work and Personal Life: The conversation turns to finding a balance between professional achievements and personal enjoyment. Lauren suggests integrating fun into daily routines while fulfilling career goals to maintain a healthy life balance. She talks about her own experiences and how small changes can make a significant difference in one’s outlook and well-being. 18:02 - Empowering Others: Lauren discusses the importance of empowering those around us instead of trying to solve every problem ourselves. She relates this to consulting, where the aim should be to provide tools and knowledge rather than taking on all tasks. Lauren shares practical tips on how to foster empowerment in both personal and professional settings. 23:03 - Authenticity in Different Roles: The conversation touches on authenticity, stressing the importance of being true to our roles in various contexts. Lauren uses the analogy of a UFC fighter to explain how one’s behavior should align with the role they are playing. She elaborates on how being authentic within these roles can lead to more meaningful and effective interactions. 27:27 - Importance of Connection: Lauren highlights the impact of loneliness on burnout, especially for consultants. She suggests intentional connection through small gestures like texting friends or arranging meet-ups to foster meaningful relationships and mitigate burnout. Lauren shares personal anecdotes and scientific studies to emphasize the critical role of social connections in maintaining mental health. 30:00 - Final Thoughts: The episode concludes with Lauren reiterating the need for a balance between being a hero in our professional roles and taking care of our own well-being. She encourages listeners to seek support when needed and to maintain objectivity in their roles. Lauren leaves the audience with actionable advice on how to start making positive changes today. Episode Highlights: 00:06: Introduction of Lauren Baptiste, life coach and consultant with a focus on workplace well-being. 01:11: Exploring burnout symptoms and the urgency of addressing them. 05:16: The necessity of balancing professional goals with personal joy. 11:03: Empowering others and maintaining objectivity in consulting roles. 18:02: Authenticity in different roles for personal and professional growth. 23:03: The detrimental impact of loneliness on burnout. 27:27: Intentional connection as a remedy for loneliness and burnout. 30:00: Final thoughts on balancing heroism and personal well-being in professional roles. About Our Guest Today: Lauren Baptiste is enhancing today’s work culture with a simple strategy: prioritize well-being as the "hardest-working" professionals climb the corporate ladder. As a life coach and consultant on a mission to help women level-up at work and at home, Lauren brings more than 13 years of experience in corporate culture and workplace burnout alongside her knowledge as a practitioner of Ayurveda, hormonal health, and other evidenced-based modalities. This results in clients shifting from exhausted to energetic, cynical to optimistic, and ineffective to empowered. Lauren is also an international speaker on the topics of burnout, mindfulness, and women in leadership, and has consulted for a wide range of clients including IBM, TD Securities, EY, NFL, Warner Music, Estee Lauder, Standard Chartered Bank, and the United Nations. Lauren has been published in many established outlets, such as Forbes, Thrive Global, Medium, and Authority Magazine. Find out more about Lauren’s coaching program, Freedom. You can book a consultation by clicking this https://www.acheloawellness.com/ Where to find Our Guest online: Website: https://www.acheloawellness.com/ LinkedIn: https://www.linkedin.com/in/lauren-baptiste/
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236 | The Hidden Ways that the Cloud has Evolved a Consultant’s Job Forever
06/28/2024
236 | The Hidden Ways that the Cloud has Evolved a Consultant’s Job Forever
Topic Overview: Join Andy Fry and Cat Lam as they delve into the nuances of ERP systems, comparing on-premise and cloud implementations, discussing the transitions, challenges, and best practices from an expert's perspective in the ERP consulting field. Types of Consultants: External Consultants: Provide independent advice based on an external viewpoint. Internal Consultants: Offer specialized advice within an organization, focusing on continuous internal improvements. Key Points Discussed: 0:06 - Introduction Welcome back to "The Art of Consulting Podcast" with hosts Andy Fry and Cat Lam. Today, we dive into ERP systems, focusing on the transition from on-premise to cloud implementations and the impact on businesses. 0:34 - Guest Introduction Introduction of Andy Fry, a seasoned Oracle ERP consultant, who shares insights from his vast experience. 0:54 - Historical Context Andy starts by discussing the traditional on-premise ERP systems, their setup, and operations within company facilities. 2:04 - Shift to Cloud The conversation shifts to cloud implementations, detailing the migration process and the role of server farms managed by third-party vendors. 3:36 - Differences in Implementations Andy outlines significant differences in implementation strategies between on-premise and cloud systems, emphasizing the need for client involvement in cloud environments. 5:01 - Challenges with Cloud ERP Discussion on how cloud implementations, while beneficial, come with challenges such as reduced customization and the importance of understanding the system's capabilities fully. 7:23 - Project Timelines Comparison Exploring how project timelines differ between on-premise and cloud implementations, noting that cloud projects tend to progress faster but require careful planning to accommodate unique business needs. 8:58 - Client Participation The changing role of client participation in ERP setups, particularly how cloud systems have altered the dynamic of client involvement in the configuration process. 10:01 - Understanding and Communication Andy stresses the importance of clear communication and thorough understanding between consultants and clients to ensure successful implementation and operation. 11:35 - Post-Implementation Support How organizations handle the transition post-implementation, focusing on the support structures needed when the consultant team steps back. 13:18 - Knowledge Transfer Strategies for ensuring clients are well-equipped to manage their ERP systems after consultants leave, emphasizing ongoing education and support. 16:18 - Consultant's Role in Cloud Implementations Andy explains his role in current projects, particularly how he ensures his clients are adequately prepared to use and maintain their new systems. 17:26 - Education and Framework Introduction Andy describes how he introduces clients to the ERP framework, ensuring they understand the system's purpose and functionality from a high-level perspective. 19:53 - Achieving Depth in Consultation The necessity of diving deep into the system's specifics with clients, ensuring they grasp not just the how, but the why behind system configurations. 20:26 - Change Management in Modern ERP Discussion on how change management has evolved with cloud ERP, focusing now more on power users and IT staff rather than end-users alone. 23:54 - Evolution of Documentation Practices How documentation needs and practices have changed with the shift to cloud ERP systems, highlighting what's been retained and what's phased out. 25:31 - Impact of Cloud on Business Processes How cloud ERP systems have transformed traditional business processes, enabling more agile and scalable operations. 27:23 - Client Stories and Examples Andy shares anecdotal evidence and stories from his career, illustrating the challenges and successes of moving clients to cloud ERP systems. 29:15 - Advice for Businesses Considering ERP Practical advice for businesses at different stages of considering or implementing ERP solutions, whether on-premise or cloud. 30:26 - Future of ERP Systems Discussion on the trends and future directions of ERP systems, considering technological advancements and industry demands. 32:57 - Q&A with Listeners The hosts take listener questions, providing expert answers and further insights into ERP systems. 35:28 - Wrap-Up and Key Takeaways Summary of the discussion, highlighting key points and takeaways for the listeners to consider in their ERP journeys. 37:45 - Closing Remarks Andy and Cat thank the listeners for tuning in and tease the next episode's topic, encouraging listeners to subscribe and stay informed. Episode Highlights: Introduction of Andy Fry: 0:06 Shift to Cloud ERP: 2:04 Challenges with Cloud ERP: 5:01 Client Involvement and Knowledge Transfer: 8:58, 13:18 Change Management in Modern ERP: 20:26 Resources Mentioned: Oracle ERP Systems Server Farm Management Conclusion: The episode concludes with a recap of the importance of understanding both on-premise and cloud ERP implementations, with a push for proactive involvement and continuous learning in ERP transitions. Where to find Our Guests online: Andy Fry: https://www.linkedin.com/in/fryandy/ Cat Lam: https://www.linkedin.com/in/catlam/
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235 B | Embracing Passion and Overcoming Fear with Zana Goic Petricevic
06/21/2024
235 B | Embracing Passion and Overcoming Fear with Zana Goic Petricevic
. Emphasizes that money itself is not a value, but what it represents to an individual is. 0:34 - 1:03 - Finding Meaning Beyond Money Speaker 1 reflects on the importance of understanding why people do their jobs, beyond just earning money. Highlights the idea that meaningful work provides existential safety and keeps the spirit alive. 1:04 - 2:38 - Building Individuals in Organizations Speaker 1 shares an anecdote about a virtual assistance firm that focuses on individual development, leading to higher retention rates. Emphasizes the value of building up individuals within an organization. 3:05 - 3:50 - The Role of Passionpreneurs Speaker 2 talks about passionpreneurs who follow their passion and transform it into work that provides existential safety. Discusses the balance between organizational constraints and personal passion. 3:50 - 5:17 - Finding Passion Within Systems Speaker 2 explains that finding passion is not about blaming the system but finding what makes one feel alive within the system. Encourages boldness and courage in pursuing one's passion. 5:57 - 6:22 - Defining Passion vs. Hobby Speaker 2 defines passion as something one must do, whereas a hobby is something one enjoys. Highlights the importance of pursuing passions that make one feel alive and fulfilled. 7:21 - 9:58 - Passion as an Antidote to Fear Speaker 2 explains how passion helps overcome fears and uncertainties. Discusses the importance of allowing excitement and fear to coexist to pursue what is truly meaningful. 10:00 - 12:10 - Overcoming Fear in Public Speaking Speaker 1 shares personal experiences of public speaking and the discomfort associated with it. Speaker 2 emphasizes the importance of doing what makes one feel alive despite fears. 13:36 - 18:48 - Embracing Discomfort for Bold Visions Speaker 2 discusses the necessity of discomfort in pursuing bold visions. Highlights that discomfort is an indication of something truly important and encourages embracing it as part of the journey. 19:05 - 21:19 - Legacy and Intentional Impact Speaker 2 talks about the importance of leaving a legacy and creating intentional, meaningful impact. Encourages leaders to be conscious of their influence and the legacy they are building. 21:43 - 23:56 - Redefining Boldness Speaker 2 redefines boldness as courage, conviction, and consciousness. Discusses the role of vulnerability and the importance of seeing conflict as a signal of change. 26:03 - 27:07 - Creating Change Through Agency Speaker 2 encourages listeners to recognize their power to create change and leave a legacy. Emphasizes the significance of being intentional and accountable for one's impact. Episode Highlights: 0:04 - 0:12: Exploring the metaphorical meanings of money. 0:34 - 1:03: Understanding the deeper reasons for working beyond earning money. 1:04 - 2:38: The importance of individual development in organizations. 3:05 - 3:50: Embracing passion in professional work. 3:50 - 5:17: Finding passion within systems. 5:57 - 6:22: Defining passion versus hobby. 7:21 - 9:58: Using passion to overcome fear. 10:00 - 12:10: Overcoming fear in public speaking. 13:36 - 18:48: Embracing discomfort for bold visions. 19:05 - 21:19: Importance of legacy and intentional impact. 21:43 - 23:56: Redefining boldness and its importance. 26:03 - 27:07: Creating change through agency and accountability. Resources Mentioned: Zana's Book: Bold Reinvented: Next Level Leading with Courage, Consciousness, and Conviction Conclusion: The episode concludes with a recap of the key points discussed. Listeners are encouraged to reflect on their own leadership journeys and embrace the bold, soul-based decisions that drive innovation and collaboration. Where to find Our Guest Online: Website: https://www.boldleadership-culture.com LinkedIn: https://www.linkedin.com/in/zanagoicpetricevic/ Instagram: https://www.instagram.com/zanagoicpetricevic/ Amazon:
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235 | The SOUL Framework: Transforming Leadership with Zana Goic Petricevic
06/14/2024
235 | The SOUL Framework: Transforming Leadership with Zana Goic Petricevic
Episode Summary: Welcome back to The Art of Consulting podcast! In this episode, we are joined by the remarkable Zana Goic Petricevic, a seasoned professional with over 15 years of experience in corporate management, entrepreneurship, and executive leadership coaching and consulting. Janna shares her unique insights on bold leadership and introduces her innovative SOUL Framework—self, other, universe, and legacy. Tune in as we explore how leaders can move beyond cautious, head-driven decisions to embrace transformative choices that lead to extraordinary outcomes. Key Discussion Points: Introduction to Zana Goic Petricevic (00:00 - 01:11) Background in corporate management and entrepreneurship Over 15 years of experience in executive leadership coaching and consulting Overview of the SOUL Framework (01:12 - 02:15) Meaning behind the acronym: self, other, universe, and legacy Importance of bold, soul-based decisions in leadership Janna’s Approach to Leadership Development (02:16 - 03:18) Executive coaching of individuals Systemic coaching of teams Leadership development programs and workshops Keynote speaking and writing Unlocking Organizational Potential (03:19 - 04:24) Close collaboration with organizations Identifying and leveraging untapped boldness potential Detailed Explanation of the SOUL Framework (04:25 - 06:26) The concept of leadership playgrounds The significance of playing boldly in self-reflection and innovation Innovating the Self (06:27 - 10:19) The importance of self-disruption and self-innovation Overcoming long-held beliefs and embracing new truths Self-Awareness as the Starting Point (10:20 - 11:36) The role of self-awareness in personal and professional growth Understanding one's starting point to explore potential Self-Confrontation in Leadership The journey to becoming a better leader starts with self-confrontation. Realizing the importance of relationships in leadership. Radical Connection Explanation of "radical connection" and its significance in leadership. The concept of "voting" in our minds about others and how to shift this mindset to create collective wisdom. Importance of courage, vulnerability, and truth in building strong connections. Relationship Dynamics How to relate effectively in leadership roles. Moving from judgment to fostering brilliance in others. Enhancing productivity and potential through collective effort. Feedback in Organizational Settings Challenges of giving feedback and the importance of believing in others' capabilities. Feedback as a reflection of trust and the gap between potential and current performance. Supporting team members with compassion and truth. Systemic Awareness in Leadership Understanding the impact of leadership within a system. Recognizing how systems shape leaders and vice versa. Importance of sensing change and engaging in bold conversations to support it. Politics and Voices in Organizations Redefining organizational politics as understanding the interplay of various voices within a system. The significance of listening to all voices, not just those in power. Recognizing spokespersons and the systemic nature of messages within teams. Passion and Purpose in Work Encouraging self-reflection to uncover what makes one's heart sing. The role of passionpreneurs and finding meaning in work beyond just financial gains. Emphasizing intentionality and contribution within any job or industry. Addressing Apathy and Engagement Exploring why some individuals may appear not to care. Coaching and self-reflection as tools to uncover true passions and values. The impact of existential safety versus spiritual fulfillment in professional life. Conclusion Summary of key insights from the discussion. Encouragement to listeners to reflect on their own leadership styles and relationships. Invitation to engage with the concepts of radical connection and systemic leadership in their professional and personal lives.
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234 | Essential Checklist for Successful Engagements with Ed Metera
06/07/2024
234 | Essential Checklist for Successful Engagements with Ed Metera
Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. Welcome back, the one and only Edmund Metera. Edmund Metera is a senior project manager at CWB Financial Group in Canada. He firmly believes that the keys to delivering successful projects are not only founded upon expert project management and business analysis competencies but on recognizing, tailoring and applying the best-suited methodologies and techniques to suit the unique technologies, constraints and opportunities at hand. Topic Overview: Focus on what a trusted advisor needs when embarking on a consulting engagement. Insights derived from Ed Matera’s book and his work at processmodellingadvisor.com. Types of Consultants: External Consultants: Advise client organizations. Internal Consultants: Advise different business areas within the same organization. Key Points Discussed: Importance of Deliverable Schedule and Effort Budget: Deliverable Schedule: Highly important. Effort Budget: Less important for the advisor; focus is on meeting the schedule rather than the budget. Project Stakeholders and Relationships: Critical for understanding stakeholder perspectives and pain points. The advisor acts as an advocate for the business within the project. Relationships vary from one engagement to another but are always crucial. Organizational Assets: Includes specialized tools, prior work, and training (e.g., SAP tools). External consultants bring their own assets and tools, which are essential. Organizational assets are important but secondary to interpersonal relationships and stakeholder understanding. Episode Highlights: Why Discuss Simple Concepts? Importance of asking the right questions early in a project or consultation. Being mindful and diligent upfront acts like insurance, preventing future issues. Preparation and Diligence: Taking initial steps to understand the project helps tailor the approach. This preparation keeps consultants out of potential pitfalls and allows them to leverage their knowledge effectively. Using a Checklist: Ed discusses a checklist available on his website, processmodellingadvisor.com. The checklist helps in tailoring your approach from one engagement to the next. Resources: The checklist can be found on the homepage of processmodellingadvisor.com. It is also published in BA Times, Modern Analyst, and IRM Connects. Conclusion: The episode delves into the balance between internal and external resources, the critical nature of stakeholder relationships, and the varying importance of schedules and budgets in consulting engagements. Ed Metera believes that philosophy is loud and clear in Ed's book: . He has taught and mentored project managers and business analysts in best practices for professional organizations such as PMI, IIBA, and CMMI. He teaches IIBA-registered business analysis courses and serves as an advisor to the Northern Alberta Institute of Technology's Corporate and International Training department’s Business Analysis Certificate Program. He is also the founder of and a regular BATimes, Modern Analyst and IRM Connects contributor.
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234 | Mastering the Hub: Innovative Business Strategies with Trevor Blake
06/01/2024
234 | Mastering the Hub: Innovative Business Strategies with Trevor Blake
Episode Description: In this episode of Blue Sky Consulting, Cat continues her insightful conversation with Trevor Blake, a visionary serial entrepreneur and New York Times best-selling author. Trevor shares the innovative strategies behind his success, particularly his unique "hub model" for building companies without traditional employees. Tune in to discover how Trevor has managed to create and sell multiple companies with a combined value nearing a billion dollars, all while maintaining a balanced and fulfilling personal life. Key Takeaways: Introduction to Trevor Blake: Trevor Blake is a successful entrepreneur who has founded and sold three companies since 2003, with a combined value close to a billion dollars. He is known for his unique business model that does not involve traditional employees. The Hub Model: Trevor's "hub model" involves outsourcing all company functions to professional vendors rather than hiring full-time employees. This approach stemmed from necessity, as Trevor didn't have the funds to hire employees when he started his first company. Benefits of the Hub Model: Allows flexibility and cost savings, especially in the early stages of a company. Vendors work on a fee-for-service basis, motivated by profit-sharing arrangements and a sense of ownership in the company’s success. Eliminates the need for extensive supervision and internal meetings, enabling a focus on core business goals. Real-World Application: Trevor provides examples from his own experience, including a story about successfully running a company while being out of the country for three weeks. Highlights the balance this model offers, allowing Trevor to spend significant time on personal activities while his businesses continue to thrive. Maintaining Relationships and Trust: Trevor emphasizes the importance of trust and peer-to-peer relationships with vendors. He shares the success of long-term partnerships, such as his finance team in Texas, whom he has never met in person but maintains a strong working relationship with. Challenges and Solutions: Addresses concerns about vendor reliability and turnover, noting that the hub model’s structure and profit-sharing incentives foster loyalty and long-term collaboration. Discusses the ease of replacing vendors compared to employees, as contracts are more flexible. Work-Life Balance: Trevor contrasts his approach with more traditional, high-stress entrepreneurial paths, advocating for a lifestyle that combines business success with personal fulfillment. Shares his daily routine, which includes spending several hours walking and enjoying nature. Listener Questions: Kat and Trevor discuss the sustainability of the hub model and its application across various business functions. Trevor addresses potential pitfalls and how he mitigates them, providing insights into maintaining vendor relationships and ensuring consistent performance. Personal Vendor Experience Trevor shares a personal story about a long-term vendor relationship. Despite a strong personal bond, Trevor had to part ways with the vendor due to professional reasons, highlighting the different dynamics in vendor relationships. Employee Relationships and Company Dynamics Trevor explains the difficulty of ending employee relationships and contrasts it with the maturity and flexibility of vendor relationships. He discusses his approach to business growth and his preference for exiting companies once they've reached a certain level. Trevor's Personal Development Programs Trevor introduces his transformational personal development programs, emphasizing the need for self-transformation to achieve life goals. He talks about the "transformation experience" which helps individuals rediscover their potential and power. Transformation Experience Details The transformation experience is described as a journey back to one's true self, using principles of quantum physics. Trevor shares the success and impact of his programs, with thousands of people experiencing positive change. Start, Survive, Thrive Course Trevor introduces his course based on his book "Secrets to a Successful Start-Up," which provides a step-by-step guide to creating and sustaining a successful business. The course is aimed at helping individuals survive long enough in business to eventually hit a home run. Target Audience for Courses Trevor discusses the demographics of his course participants, including those looking for self-confidence and those who sacrificed their dreams for their families. He emphasizes the program's ability to help individuals adapt to new technological landscapes and regain confidence. Transforming Artists Trevor explains how his courses also support artists in finding sustainable income models, such as licensing and NFTs. He talks about the challenges artists face and how his programs provide practical solutions for success. Trevor's Screenwriting Journey Trevor shares his journey as a screenwriter, from his early days writing plays to winning awards for his screenplays. He discusses the transition from selling his screenplays to creating his own media company to produce films. Final Thoughts and Takeaways Trevor emphasizes the importance of having fun and making a positive difference in people's lives. He encourages listeners to embrace their creativity and pursue their passions with confidence. Key Takeaways: The complexities of managing employees versus vendors and the benefits of the hub model. The necessity of personal transformation for achieving professional success. The value of storytelling in business and personal development. Practical advice for artists and entrepreneurs on building sustainable income streams. Connect with Trevor G. Blake: Additional Resources: Books by Trevor G. Blake: "Three Simple Steps" "Secrets to a Successful Start-Up" Closing Remarks: Trevor leaves listeners with his mantra: "Make a positive difference in someone's life, have fun doing it, and share all the rewards that come naturally as a result." Conclusion: The episode wraps up with Trevor’s vision of a balanced, successful life, achieved through innovative business practices and a commitment to personal well-being. Encourages listeners to consider the hub model for their ventures, highlighting its potential for creating a profitable and balanced business. Trevor discusses the challenges of employee management, including tribunals and extra training. He compares this with the simplicity of ending vendor contracts and finding new vendors as needed. About Our Guest Today: Using a unique business structure based on a model of alliances, Trevor G. Blake has founded, managed and sold three companies since 2003 for a combined value of over $300 million. He is currently founder and CEO of three more companies in varied industries which he runs simultaneously. His unique business approach is based on a higher profitability, non-employee model, which also frees him to enjoy his other interests as a writer, coach, and animal welfare activist. Success with a balanced life is Trevor’s mantra and described in his free course The Practical Magic of the 5-hour workday which is available at . Trevor is also a New York Times best-selling author of Three Simple Steps, A Map to Success in Business and Life (2012) and Secrets to a Successful Startup, A Recession Proof Guide to Starting, Surviving, and Thriving in Your Own Venture. (2020) Trevor has been featured in: Business Insider, CNN, Forbes, PBS (Between the Lines), KOMO news, Wall Street Journal, The Huffington Post, Investors Business Daily, The Guardian, Inc. and is a regular radio and TV guest on both business and metaphysics shows. Trevor’s mission is to empower people just like you to transform yourself from the inside out, experience more confidence, deeper joy and greater prosperity in every area of your life. He has also created two unique experiential courses in which he coaches in real-time for personal growth and business success which can be found at . He has graciously given Art of Consulting podcast listeners a generous scholarship on any of his transformational programs. And I can personally attest that this is probably one of the most valuable investments that you can make to the greatest asset you have: Yourself. $500 discount code for Art of Consulting podcast listeners. Use code AOC at Where to find our guest:
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233 | Unleashing Vision: Trevor Blake on Entrepreneurial Success and Balance
05/25/2024
233 | Unleashing Vision: Trevor Blake on Entrepreneurial Success and Balance
0:05 - Introduction by Cat Overview of Trevor Blake's remarkable career. Mention of his achievements: founding, managing, and successfully selling three companies valued at over $300 million since 2003. 0:37 - Trevor's Business Model Description of Trevor's innovative business structure based on alliances, promoting higher profitability and flexibility. Trevor's philosophy of integrating work with personal passions for a balanced life. 1:18 - Trevor's Contributions and Recognition Author of best-selling books: "3 Simple Steps: A Map to Success in Business and Life" and "Secrets to a Successful Startup: A Recession-Proof Guide to Starting, Surviving, and Thriving in Your Own Venture." Featured in Business Insider, CNN, Forbes, and The Wall Street Journal. Trevor's mantra: Making a positive difference, having fun, and sharing rewards both materially and spiritually. 2:02 - Interview Begins Trevor thanks Kat for the introduction and shares a light-hearted moment about how impressive his achievements sound. 2:20 - Trevor's Personal Story Trevor shares his background and personal perception versus public perception. Emphasizes staying true to his playful and curious nature from childhood. 3:23 - Trevor's Journey to Entrepreneurship Discusses the importance of creativity and curiosity in his ventures. Highlights his method of solving problems through fixing gaps he noticed, leading to his entrepreneurial success. 4:56 - Work-Life Balance and Success Trevor talks about achieving success without overworking. The importance of balancing productive work time with moments of relaxation and inspiration. 6:09 - Integrating Life and Work Trevor's approach to integrating work, family, and personal passions for a harmonious life. Story from "3 Simple Steps" about resolving conflicts among scientists by taking them out into nature. 10:09 - Nature and Problem-Solving Trevor recounts an experience where taking a team of scientists outside led to a breakthrough. Emphasizes the role of nature in fostering creativity and problem-solving. 12:22 - Changing Meeting Dynamics Trevor discusses the impact of unconventional meeting settings on team dynamics and productivity. Reflections on how stepping out of traditional environments can lead to innovative solutions. 14:49 - Connecting Through Nature Importance of connecting with nature for mental clarity and creativity. Trevor shares a personal story about learning more effectively outdoors. 16:09 - Practical Advice for Remote Work Trevor offers resources on his website, including "The Practical Magic of the Five-Hour Workday." Aimed at helping people find balance and productivity while working from home, especially during challenging times like COVID-19. [16:53] Changing Perspectives on Work Titles: Trevor reflects on the title of his book and the deeper message about structuring your day for optimal performance and well-being. [17:13] The Importance of Scheduling Breaks: Discussion on the benefits of scheduled walks and naps, with insights from NASA's research on performance improvement. [17:35] The Magic of Twilight Naps: Trevor shares his personal experience with 20-30 minute naps and their impact on creativity and productivity. [17:47] Practical Magic of the Five-Hour Workday: Emphasizing the importance of scheduling downtime and "aha" moments for a balanced and effective work life. [18:33] Insights from Nature and Ego Reduction: Exploring how being in nature can dissolve ego and foster collaborative and innovative thinking. [18:53] Lessons from "A Course in Miracles": Only love is real; understanding perception problems and how nature helps us reconnect with this truth. [19:11] The Power of Humility in Nature: How nature humbles us and creates a space where all voices are equal, encouraging idea sharing and innovation. [21:33] Living Close to Nature: Trevor's personal lifestyle of staying connected to nature, including walking barefoot and its impact on his work and life. [23:05] Discovering "Three Simple Steps": Trevor's journey to writing his book, and the transformative power it holds, as shared by a fan of Ryan Daniel Moran's podcast. [24:51] Starting a Company Later in Life: Debunking the myth that entrepreneurship is only for the young; discussing the average age of first-time entrepreneurs and billionaires. [27:12] Inspiration from a 97-Year-Old Entrepreneur: A touching story about a course participant who started a business at 97, proving it's never too late to follow your dreams. [29:00] Transformative Stories from Around the World: How "Three Simple Steps" reached a young girl in Sri Lanka and changed her life, leading her to become a professional dancer. [31:06] Setting Intentions for Success: Trevor's personal example of setting an intention for his company's success and achieving it. [33:15] The Importance of Formulas in Achieving Goals: Trevor discusses the importance of following a proven formula to achieve success, regardless of belief or confidence levels. [34:22] Energy and Equations in the Universe: Understanding that everything is energy and learning to manipulate it using specific formulas can lead to success. [36:07] Tools and Techniques for Success: Introduction to the various tools and techniques Trevor has developed and used personally, shared in his transformation experience course. [37:42] The Role of Joy in Success: How having fun and creating joy can connect you with the universe's energy and enhance your life and work. Key Takeaways Success is about balance and integration of work and personal life. Creativity often stems from moments of relaxation and connection with nature. Non-traditional approaches to problem-solving can lead to significant breakthroughs. Resources and practical advice are available to help navigate work-life balance, especially in remote working conditions. Balance Work and Breaks: Integrating downtime and creative moments into your day is crucial for productivity and well-being. Nature's Influence: Spending time in nature can dissolve ego, foster humility, and create a conducive environment for innovation and collaboration. Lifelong Learning and Growth: It's never too late to start a new venture or pursue a passion, as shown by inspiring stories of individuals who transformed their lives later in life. Formula for Success: Following a proven formula can lead to success, regardless of personal doubts or societal norms. Joy and Fun: Ensuring that you enjoy the process and have fun is essential for maintaining energy and motivation. Conclusion Final Thoughts Cat and Trevor discuss the integrated nature of life and work, and how small changes in approach can lead to significant improvements in productivity and well-being. Call to Action Visit Trevor's website for more insights and resources on achieving a balanced and successful life. Resources Mentioned: "Three Simple Steps" by Trevor Blake: A book offering practical advice and tools for achieving success. NASA Research on Napping: Insights on how naps can improve performance by 34%. "A Course in Miracles": A spiritual text focusing on the idea that only love is real. Connect with Trevor Blake: Website: Transformation Experience Course: An in-depth course offering tools and techniques for personal and professional transformation. About Our Guest Today: Using a unique business structure based on a model of alliances, Trevor G. Blake has founded, managed and sold three companies since 2003 for a combined value of over $300 million. He is currently founder and CEO of three more companies in varied industries which he runs simultaneously. His unique business approach is based on a higher profitability, non-employee model, which also frees him to enjoy his other interests as a writer, coach, and animal welfare activist. Success with a balanced life is Trevor’s mantra and described in his free course The Practical Magic of the 5-hour workday which is available at . Trevor is also a New York Times best-selling author of Three Simple Steps, A Map to Success in Business and Life (2012) and Secrets to a Successful Startup, A Recession Proof Guide to Starting, Surviving, and Thriving in Your Own Venture. (2020) Trevor has been featured in: Business Insider, CNN, Forbes, PBS (Between the Lines), KOMO news, Wall Street Journal, The Huffington Post, Investors Business Daily, The Guardian, Inc. and is a regular radio and TV guest on both business and metaphysics shows. Trevor’s mission is to empower people just like you to transform yourself from the inside out, experience more confidence, deeper joy and greater prosperity in every area of your life. He has also created two unique experiential courses in which he coaches in real-time for personal growth and business success which can be found at . He has graciously given Art of Consulting podcast listeners a generous scholarship on any of his transformational programs. And I can personally attest that this is probably one of the most valuable investments that you can make to the greatest asset you have: Yourself. $500 discount code for Art of Consulting podcast listeners. Use code AOC at Where to find our guest:
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232 | Success Redefined: Insights from Jason Hofley on Business and Personal Growth
05/18/2024
232 | Success Redefined: Insights from Jason Hofley on Business and Personal Growth
Introduction: Andy and Kat introduce the podcast episode, highlighting their focus on valuable banter and dialogue between the hosts. Exploring Specialization and Diversification: Andy and Kat reflect on their backgrounds in ERP consulting, particularly within Oracle implementations, spanning several decades. They discuss the importance of branching out from a niche specialization to explore transferable skills applicable to new niches and areas. Kat emphasizes the significance of understanding both functional and technical aspects of consulting, underscoring the value of bridging the gap between business processes and technology. Andy shares anecdotes illustrating the necessity of consultants to clarify client needs and outcomes, even when clients present partially baked solutions. The hosts stress the importance of humility in consulting, advocating for asking questions to ensure clarity and alignment between consultants and clients. Conclusion: Andy and Kat wrap up the episode by encouraging consultants, especially those early in their careers or transitioning to new areas, to embrace curiosity and ask questions to better serve clients. Key Points: Identifying Transferable Skills: The conversation delves into the significance of recognizing transferable skills, regardless of one's specialization. Drawing from personal experiences, they highlight how skills acquired in one domain can be applied effectively in diverse contexts. Tailoring Resumes for Impact: Rather than listing transferable skills generically, the hosts stress the importance of tailoring resumes to specific clients or projects. They advocate for a targeted approach that highlights relevant skills and experiences tailored to the client's needs. Continuous Learning: Lifelong learning is emphasized as a crucial aspect of career development. They encourage listeners to observe and analyze business processes in various settings, fostering a mindset of curiosity and adaptability. The Power of Networking: Building meaningful relationships with clients and colleagues is discussed as a valuable strategy for professional growth. They share insights on the benefits of informal networking, whether through coffee meetings or casual conversations, in gaining diverse perspectives and insights. Actionable Takeaways: The episode concludes with actionable advice for listeners, including the importance of observing business processes, diligent note-taking, and cultivating genuine interest in people. Final Thoughts: By leveraging transferable skills, embracing continuous learning, and fostering meaningful connections, consultants can enhance their effectiveness and versatility in addressing client needs across various industries. The hosts underscore the importance of practical insights and actionable strategies for professional success in the consulting field. Introduction: Host welcomes listeners back to another episode of Art of Consulting. Introduces Jason Hofley as a guest who understands the transformative power of technology in the business world. Highlights Jason's 20-year career in telco and technology, emphasizing his expertise in enhancing business operations through digital technology. Mentions Jason's role in aiding small startups, large organizations, and public sectors to scale businesses, increase efficiencies, and boost profitability. Guest Introduction: Jason began his career at Bell before moving into business development, particularly at Punch Card Systems. Jason's expertise includes workflow and process automation, digital workspace solutions, and custom app development, among others. Acknowledges Jason's numerous accolades, including recognition as a top performer at Bell and Chapter Member of the Year at BNI Alberta North. Discussion: Host expresses excitement about the conversation with Jason. Jason discusses his current focus on preparing for multiple races in the summer, highlighting his passion for amateur athletics and personal challenges. Provides insights into his training regimen, including running, cycling, and strength training, dedicating approximately 9 to 12 hours per week. Emphasizes the importance of balancing hard work with recovery and planning for optimal performance. Host and guest explore the mental aspects of training, including the significance of recovery, prioritizing sleep, and managing social activities. Jason elaborates on the concept of building a base in training, explaining its relevance in achieving long-term goals and avoiding burnout. Guest draws parallels between fitness and career development, discussing the importance of reverse engineering goals and establishing quantifiable targets. Jason shares his experience transitioning industries and applying strategies from sales to navigate new roles and responsibilities. Host and guest reflect on the significance of setting clear objectives and leveraging expertise from networks to drive success in personal and professional endeavors. Conclusion: Host expresses appreciation for Jason's insights and contributions to the discussion. Encourages listeners to apply the principles discussed in the episode to their own pursuits. Thanks Jason for joining the Art of Consulting podcast. This episode delves into Jason Hofley's journey in leveraging technology to drive business growth and personal development, offering practical insights and strategies for achieving success in various domains. Through discussions on training methodologies, goal setting, and industry transitions, listeners gain valuable perspectives on harnessing the transformative power of technology and strategic planning in both fitness and professional endeavors. In this episode, the hosts delve into the importance of defining success in various aspects of life and how tracking progress can lead to personal growth and fulfillment. They discuss how success is not limited to traditional metrics like money and status, but encompasses different areas such as physical fitness, mental health, and spiritual well-being. Through anecdotes and insights from their own experiences, they explore strategies for setting goals, measuring success, and staying motivated. Key Points: Defining Success: Success is multifaceted and varies for each individual. It involves setting clear goals and benchmarks for personal fulfillment in different areas of life, including career, family, fitness, and personal growth. Metrics for Success: To gauge success, it's essential to establish key performance indicators (KPIs) and scorecards that encompass both qualitative and quantitative measures. Whether in business or personal life, having clarity on what success looks like helps in evaluating progress and making necessary adjustments. Holistic Approach: Success extends beyond material wealth and external achievements. It encompasses aspects like physical health, mental well-being, emotional balance, and spiritual fulfillment. Achieving balance and harmony across these dimensions contributes to overall success and fulfillment. Tracking Progress: Tracking progress is crucial for identifying growth opportunities and celebrating achievements. Whether in strength training, running, or other activities, maintaining records of performance allows individuals to monitor improvements over time and stay motivated. Finding Motivation: Understanding the underlying motivation or "why" behind pursuing goals is essential for sustaining long-term commitment and resilience. Connecting with personal values, passions, and intrinsic desires provides the drive needed to overcome challenges and pursue excellence. Key Takeaways: Success is subjective and encompasses various dimensions of life, including physical fitness, mental well-being, and spiritual fulfillment. Defining clear goals and tracking progress using metrics helps in evaluating success and making necessary adjustments. Embracing a holistic approach to success involves achieving balance and harmony across different areas of life, not just focusing on external achievements. Understanding personal motivations and values is essential for maintaining long-term commitment and resilience in pursuing goals. Closing Thoughts: As the episode concludes, the hosts emphasize the importance of defining success on one's own terms and embracing a holistic approach to personal growth and fulfillment. By setting clear goals, tracking progress, and staying connected to one's motivations, individuals can navigate challenges and pursue success in all aspects of life.
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231 | From One Niche to Another: Andy and Cat Talk Transferable Skills
05/11/2024
231 | From One Niche to Another: Andy and Cat Talk Transferable Skills
Introduction: Andy and Kat introduce the podcast episode, highlighting their focus on valuable banter and dialogue between the hosts. Exploring Specialization and Diversification: Andy and Kat reflect on their backgrounds in ERP consulting, particularly within Oracle implementations, spanning several decades. They discuss the importance of branching out from a niche specialization to explore transferable skills applicable to new niches and areas. Kat emphasizes the significance of understanding both functional and technical aspects of consulting, underscoring the value of bridging the gap between business processes and technology. Andy shares anecdotes illustrating the necessity of consultants to clarify client needs and outcomes, even when clients present partially baked solutions. The hosts stress the importance of humility in consulting, advocating for asking questions to ensure clarity and alignment between consultants and clients. By combining anecdotes, reflections, and practical insights, Andy and cat provide listeners with valuable guidance on navigating specialization and transferable skills in the consulting industry. In this episode, Andy and the guest explore the concept of transferable skills in the consulting field. They discuss how seemingly unrelated experiences can inform and enrich one's ability to tackle diverse projects and industries. Through anecdotes and insights, they emphasize the importance of continuous learning, note-taking, and building meaningful relationships with clients and colleagues. Key Points: Identifying Transferable Skills: The conversation delves into the significance of recognizing transferable skills, regardless of one's specialization. Drawing from personal experiences, they highlight how skills acquired in one domain can be applied effectively in diverse contexts. Tailoring Resumes for Impact: Rather than listing transferable skills generically, the hosts stress the importance of tailoring resumes to specific clients or projects. They advocate for a targeted approach that highlights relevant skills and experiences tailored to the client's needs. Continuous Learning: Lifelong learning is emphasized as a crucial aspect of career development. They encourage listeners to observe and analyze business processes in various settings, fostering a mindset of curiosity and adaptability. The Power of Networking: Building meaningful relationships with clients and colleagues is discussed as a valuable strategy for professional growth. They share insights on the benefits of informal networking, whether through coffee meetings or casual conversations, in gaining diverse perspectives and insights. Actionable Takeaways: The episode concludes with actionable advice for listeners, including the importance of observing business processes, diligent note-taking, and cultivating genuine interest in people. Conclusion: Andy and Cat wrap up the episode by encouraging consultants, especially those early in their careers or transitioning to new areas, to embrace curiosity and ask questions to better serve clients. By leveraging transferable skills, embracing continuous learning, and fostering meaningful connections, consultants can enhance their effectiveness and versatility in addressing client needs across various industries. The hosts underscore the importance of practical insights and actionable strategies for professional success in the consulting field.
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230 | Potential Unleashed: Mastering Human Dynamics with Chief Culture Officer Pam August
05/03/2024
230 | Potential Unleashed: Mastering Human Dynamics with Chief Culture Officer Pam August
Introduction: Kat introduces Pam August, founder and president of Connecting Potentials, as a visionary leader in the realm of organizational development and consulting. Pillars of Pam's Work: Pam's approach revolves around three fundamental pillars: organizational development, team effectiveness, and relationship systems. She emphasizes strategy and culture alignment within organizations, highlighting the importance of coaching and embodied development practices like yoga and mindfulness. Insights into Human Systems: Human systems are complex and adaptive, unlike technical systems, making them unpredictable and emergent. Pam discusses the challenges of change management, citing examples of how humans resist change due to the metabolic cost of active thought and action. Compliance vs. Commitment: Pam distinguishes between compliance, complacency, and commitment, illustrating how different approaches yield different results. She shares anecdotes about compliance, complacency, and commitment in various contexts, emphasizing the importance of engaging individuals to build commitment. Navigating Organizational Culture: Pam delves into the unconscious, implicit, and invisible aspects of organizational culture, stressing the need to make unconscious biases and assumptions conscious. She advocates for intentional team dynamics, where roles and contributions are made explicit and visible to foster collaboration and alignment. Unveiling Potential: Pam introduces her forthcoming book, emphasizing the inherent capacity for exponential impact within individuals, teams, and cultures. She highlights the interconnectedness of personal and collective potential, setting the stage for a deeper exploration. The Three Pillars of Action: Pam unveils three foundational actions—intend, notice, and move—as catalysts for navigating dynamic environments. Through intentionality and acute awareness, individuals and teams can drive meaningful progress towards desired outcomes. Intention vs. Outcome: Drawing a clear distinction between intention and outcome, Pam underscores the importance of aligning personal intentions with collective objectives. By setting intentions grounded in purpose and embodying desired states of being, individuals can foster authentic connection and collaboration. Meta Skills and Collective Intentions: Pam introduces the concept of meta skills as amplified intentions, transcending individual agendas to shape collective experiences. By fostering shared intentions and meta skills, teams can cultivate a cohesive culture of engagement and alignment. The Power of Noticing: Through a compelling anecdote, Pam illustrates the transformative impact of acute awareness in team dynamics. By actively noticing underlying patterns and implicit barriers, individuals can initiate meaningful dialogue and catalyze positive change. Purpose-driven Vision: Addressing challenges in articulating mission and vision, Pam emphasizes the importance of grounding organizational goals in purpose. Rather than fixating on semantics, individuals and startups can align their actions with core values, fostering organic growth and evolution. Unpacking Potential: A Deep Dive Pam elaborates on the narrative journey within her upcoming book, "Potential: How to Connect What's Already There for Exponential Impact." Through storytelling, she guides readers in shifting their mindset from focusing on problems to recognizing and harnessing potential. Pam emphasizes understanding the human operating systems and capacity to act, feel, and think, supported by insights from neuroscience. Dimensions of Connection: She outlines experiences of disconnection characterized by strain, swirl, or being stuck, contrasting with the state of connection marked by energy, ease, and effectiveness. Pam introduces the practice of "intend, notice, and move" as a transformative tool, backed by behavioral and neuroscience principles, and shares practical applications through storytelling in all three dimensions. Building Tools for Exploration: Pam discusses the inclusion of various tools in the book to empower readers in their exploration journey further. These tools aim to facilitate deeper understanding and application of the concepts discussed. Where to Find More: Listeners are directed to Pam's website, connectingpotential.ca, where they can access additional resources and information about the book. "Potential" by Pam August is available on Amazon, and Pam welcomes inquiries and engagement on LinkedIn. Conclusion: Kat and Pam reflect on the challenges of integrating these practices into organizational culture, underscoring the long-term benefits of investing in alignment and commitment upfront to avoid rework and misalignment later on. As the conversation unfolds, Pam and Kat illuminate the transformative potential of intentionality and action, inviting listeners to embrace a journey of self-discovery and collective empowerment. By navigating the interplay between intention and manifestation, individuals can unlock their inherent capacity for exponential impact and cultivate thriving cultures of collaboration and innovation. The host expresses gratitude for the insightful discussion and looks forward to further exploration. Pam acknowledges the synergistic nature of their conversation, highlighting the unique insights generated through collaboration. About Our Guest Today: Pam August guides organizations, teams, and leaders to unlock the potential that is already there for transformational results. She was the director of culture activation at WestJet, one of Canada’s most admired corporate cultures, where for fourteen years she was a fierce champion and developer of people and culture as a key enabler of strategic success. Today, she is a trusted partner for high-performance organizations around the world through her firm, Connecting Potential. With deep and diverse experience, she knows what it takes to uncover, align, and activate the best of what organizations already offer and what they can develop into. Pam is a sought-after speaker, facilitator, coach, and co creator with a strong foundation of lifelong learning. She has a Bachelor of Adult Education, a Master of Arts in Leadership, and is certified as an Organization and Relationships Systems (ORSC) and brain-based coach. Pam takes pleasure in solving tricky problems, listening deeply, learning always, and laughing—a lot.
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229 | Product-Focused Excellence: Navigating Projects with PRINCE2 Methodology
04/27/2024
229 | Product-Focused Excellence: Navigating Projects with PRINCE2 Methodology
Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. About Our Guest Today: Edmund Metera is a senior project manager at CWB Financial Group in Canada. He firmly believes that the keys to delivering successful projects are not only founded upon expert project management and business analysis competencies but on recognizing, tailoring and applying the best-suited methodologies and techniques to suit the unique technologies, constraints and opportunities at hand. That philosophy is loud and clear in Ed's book: . He has taught and mentored project managers and business analysts in best practices for professional organizations such as PMI, IIBA, and CMMI. He teaches IIBA-registered business analysis courses and serves as an advisor to the Northern Alberta Institute of Technology's Corporate and International Training department’s Business Analysis Certificate Program. He is also the founder of and a regular BATimes, Modern Analyst and IRM Connects contributor. Episode Summary: In this episode, Our host Cat Lam and our special guest for today, Ed Metera delve into the world of project management, specifically focusing on the PRINCE2 methodology. They explore the significance of shifting the focus from activities to products, and how this approach enhances project effectiveness and delivery. Key Points Covered: Introduction of Guest: Ed Matera Highlighting Ed's extensive experience in project management, including his roles as a book author, conference speaker, tutor, and senior project manager at Canadian Western Bank. Emphasizing Ed's dedication to advancing the practice of process modeling through ProcessModelingAdvisor.com. Understanding PRINCE2 Methodology Comparison with the Project Management Institute's Body of Knowledge (PMI BOK). Exploring the seven philosophies of PRINCE2, particularly the principle of "Focus on Products." Ed's personal experience as a certified PRINCE2 practitioner and its impact on his project management approach. Product-Focused Project Management Defining products within a project lifecycle, emphasizing tangible deliverables over activities. Illustrating the product-oriented approach through the example of implementing a mobile application. Assigning clear responsibilities to specialists based on product delivery, enhancing accountability and efficiency. Integrating the product-focused mindset into project planning, scheduling, and communication strategies. Addressing challenges and dependencies within the project by prioritizing critical path products. Managing risks and issues by aligning discussions with product delivery milestones. Overcoming Resource Overlap Mitigating resource overlap by assigning single individuals responsible for specific products. Ensuring clarity in roles and responsibilities to minimize disruptions and prioritize product completion. Product-driven Approach: Instead of focusing solely on activities, Prince2 emphasizes being product-driven. Each project team member is clear on their responsibility for a specific product or activity within the project. Collaboration is encouraged, but accountability remains paramount. Accountability: Prince2 advocates for appointing one spokesperson or accountable individual for each micro-product or aspect of the project. This ensures clarity and efficiency in decision-making and progress tracking. The question of "Is it done yet?" becomes pivotal in assessing progress and meeting objectives. Defining Success Criteria: Success criteria vary based on the type of product being delivered. For software products, success may entail functionality without defects. Paper-based or consulting products may require acceptance by stakeholders or consumers. Understanding the consumer's needs and expectations drives product quality and acceptance. Early Definition of Products: Prince2 emphasizes defining products and specifications early in the planning phase. A clear understanding of each product's attributes and requirements facilitates effective project management. Consensus among team members regarding product definitions is crucial for project success. Decision-Making Criteria: A simple decision-making framework in Prince2 assesses whether an issue is on the critical path and its impact on project timelines. Not all issues require immediate attention; those on the critical path demand urgency. This approach allows project managers to prioritize resources and efforts efficiently. Shift in Focus: Traditional process modeling often follows a sequential flow, but Ed emphasizes a shift towards a product-driven approach. Processes are seen as collaborative networks of services, initiating in response to events and leading to expected outcomes. Universal Process Modeling Procedure: Ed introduces the Universal Process Modeling Procedure, offering a modern framework for business process modeling. The procedure emphasizes understanding initiating events, expected outcomes, and consumers of those outcomes. Benefits of the Approach: By focusing on outcomes, organizations can optimize processes more effectively. This approach saves time and resources by aligning efforts with desired results, rather than merely automating activities. Practical Application: Ed encourages listeners to apply the principles of universal process modeling in various domains, from project management to personal interactions. Catherine highlights the importance of starting with the end in mind and understanding the cause-effect relationships in all activities. Conclusion: Catherine concludes the episode by inviting listeners to explore more about Ed Matera's work and the Universal Process Modeling Procedure. The conversation leaves a lasting impression on the significance of reimagining process modeling for enhanced efficiency and effectiveness in today's dynamic environments. The episode concludes with a reaffirmation of the transformative power of product-focused project management in enhancing project outcomes and stakeholder satisfaction. The Prince2 methodology offers a structured framework for project management, focusing on product delivery, accountability, and decision-making. Integrating Prince2 principles with existing methodologies enhances project outcomes and fosters a culture of clarity and efficiency.
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228 | Strategies for Successful Oracle HR Implementation: Collaborating with HR Teams for Optimal ERP Solutions
04/19/2024
228 | Strategies for Successful Oracle HR Implementation: Collaborating with HR Teams for Optimal ERP Solutions
Introduction: Welcome to another episode of "Art of Consulting" with Andy Fry and Cat Lam. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind. The host, Cat Lam, kicked off another insightful episode in their ERP series. She welcomed Arlene Poon, a seasoned professional with over 15 years of experience in the ERP industry, particularly in large-scale implementations within the construction and utilities sectors. Exploring HCM: Arlene's expertise lies in human capital management (HCM), emphasizing its critical role within ERP systems. HCM encompasses both human resources management and talent management, serving as a foundational layer for various modules. HR's Human Touch: Arlene sheds light on the unique aspects of working as a business analyst in HCM, emphasizing HR's focus on employee well-being and celebrations. The human-centric approach of HR adds warmth and inclusivity to project environments, fostering a sense of community. Understanding HCM Modules: Arlene delves into the core components of HCM, highlighting employee management as its cornerstone. Core HR information serves as a springboard for other modules such as benefits, performance management, compensation, and recruitment. Building on Core HR: The conversation touches upon the iterative nature of ERP implementations, starting with core HR and expanding to encompass additional functionalities. Cat and Arlene discuss the foundational layer of HRMS (Human Resources Management System) within Oracle and its evolution over time. HCM forms the bedrock of ERP systems, encompassing HR and talent management. HR's people-centric approach fosters a supportive and celebratory project environment. Core HR information serves as a basis for various HCM modules, facilitating streamlined operations and decision-making. ERP implementations typically begin with core HR before expanding to incorporate additional functionalities. Evolution of HR Systems: The conversation starts with an overview of the evolution of HR systems, from HRMS to HRIS to HCS, highlighting the integration of core HR and talent management modules. Integration and Third-Party Solutions The hosts discuss the integration of HR systems with third-party solutions like payroll and the considerations involved in choosing between a single system or best-of-breed solutions. Business Needs and Customization They explore how specific business needs, such as complex recruitment processes, may necessitate the adoption of standalone applications tailored to those needs. Position Management and Budgeting The conversation delves into the significance of position management in structuring organizations and aligning budgets with staffing requirements. Successful HR Implementations The hosts outline the key outcomes of successful HR system implementations, emphasizing improved reporting, analysis, and efficiency in managing HR processes. Preparation for Implementations They conclude by discussing the essential legwork organizations should undertake before engaging in an HR system implementation, focusing on documenting current processes and assessing data cleanliness. Data Cleanup: Arlene emphasizes the importance of starting with clean data to simplify conversion and migration processes. Tat agrees, highlighting how consistent data capture leads to smoother transitions. Engaging Business Analysts: They discuss the value of involving business analysts to ensure accurate understanding of business processes and requirements. Common Pitfalls: Arlene and Tat share experiences of data conversion challenges and delayed implementations due to inadequate planning. They stress the need for a solid data conversion strategy and thorough understanding of business needs. Role of System Integrators: Cat explains how system integrators, while proficient in technology, may lack deep knowledge of organizational data and processes. Arlene emphasizes the role of intermediaries like themselves in bridging the gap between HR expertise and technical implementation. Listening to Business Requirements: They highlight the importance of prioritizing business requirements over technical capabilities and caution against overcommitting to system functionalities that may not align with immediate needs. Patience in Implementation: Arlene advises patience in HR system implementations, as organizations often phase implementations due to budget constraints. Building valuable data and functionalities takes time. Conclusion: In this episode, Arlene and Tat delve into the complexities of HR system implementations, discussing both valuable insights and potential pitfalls. They explore the importance of data cleanliness, business process understanding, and effective collaboration between HR experts and system integrators. This episode provides valuable insights into the complexities of HR system implementations and offers practical advice for organizations navigating this critical aspect of HR technology. Arlene and Cat express gratitude for the insightful discussion and look forward to future episodes. They emphasize the importance of understanding business needs and maintaining realistic expectations during system implementations.
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227 | Embracing Digital Transformation with Ken McKnight
04/12/2024
227 | Embracing Digital Transformation with Ken McKnight
Welcome to another episode of "Art of Consulting" with Andy Fry and Cat Lam. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind. Our host Cat Lam introduces Ken McKnight, Vice President of Information Technology at Peace Hills Insurance. Ken's extensive background in IT, digital transformation, and consulting is highlighted, emphasizing his role in driving organizational change and technological advancements. Motivation for Career in Technology (2:10 - 4:10) Ken discusses his upbringing in a family of small business owners and his passion for merging technology with business, leading to a career in healthcare informatics. The importance of bridging the gap between technology and business is emphasized. Challenges and Rewards of Digital Transformation (6:11 - 9:23) Ken delves into the challenges organizations face in justifying the costs of digital transformation initiatives, focusing on efficiencies, customer experience, and market against return on investment. Metrics for evaluating the success of digital competitiveness. Key Initiatives in Digital Transformation (12:10 - 15:55) Ken outlines key projects at Peace Hills Insurance, including staff upskilling, migration to cloud-based systems, and core system upgrades. The importance of organizational change management in ensuring successful transformation is emphasized. Transformation of Job Roles (17:02 - 21:54) The evolution of job roles due to technological advancements is explored, referencing tools like Microsoft's Copilot for AI-generated coding and their impact on traditional tasks. The significance of upskilling employees to effectively utilize new tools and technologies is highlighted. Navigating Challenges in Digital Transformation (22:25 - 27:14) Challenges encountered during digital transformation, such as balancing operational maintenance with innovation, managing third-party dependencies, and staying compliant with evolving regulations, are discussed. Strategies for effective release management and change management are considered essential for successful transformation initiatives. Conclusion Host Cat Lam expresses gratitude to Ken McKnight for his valuable insights and contributions to the discussion. Closing remarks emphasize the ongoing evolution of technology and the importance of adaptation for future success in digital transformation.
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226 | Combat Medic to Corporate Consulting - Preparing for Challenges with Gopal Singh
04/05/2024
226 | Combat Medic to Corporate Consulting - Preparing for Challenges with Gopal Singh
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225 | Fast Track Strategies with Sir Kaya Redford: The Journey to Financial and Time Freedom
03/29/2024
225 | Fast Track Strategies with Sir Kaya Redford: The Journey to Financial and Time Freedom
Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. Introduction: Welcome back to another episode of Blue Sky Consulting. Today, we delve deeper into part three of our insightful conversation with Sir Kaya Redford. We're excited to uncover some powerful tools that can expedite your journey towards your aspirations. . Unveiling Powerful Tools for Accelerated Growth: In this episode, we explore tools that can fast-track your path to success. With the right mindset, effective communication tools, and an understanding of programming, you can achieve your goals in record time. Gone are the days of spending decades chasing your dreams; it's time to collapse timeframes and realize your ambitions swiftly. Overcoming Frustrations and Limitations: Many individuals feel trapped in their current circumstances, lacking financial freedom and chained to their jobs. The frustration of not attaining wealth or time freedom can be overwhelming. Learning these transformative tools empowers you to break free from limitations and reach your goals more rapidly. The Importance of Programming: Sir Kaya emphasizes the significance of programming in our lives. From birth, we are programmed by various influences, shaping our beliefs and behaviors. Often, we learn about success from individuals who may not exemplify it fully, inheriting their struggles and limitations. Just as we upgrade our devices, it's essential to update the software of our minds for personal growth and success. Prioritizing Self-Care and Health: Amidst striving for success, many neglect self-care, leading to burnout and health issues.Balancing career, family, and personal well-being is crucial for sustainable success. Self-care is not selfish; it's essential for maintaining productivity and overall happiness. Acknowledging Imperfections and Contributions: It's vital to recognize that even revered figures in history were flawed human beings. Separating the person from their contributions allows us to appreciate their achievements while acknowledging their imperfections. Embracing discernment and understanding enables us to learn from both successes and mistakes. Taking Action for Transformation: While mindset and communication skills are valuable, taking action is imperative for progress. Many individuals understand what they need to do but struggle to initiate action. Transformation occurs when knowledge is applied, and action is taken towards desired outcomes. Recognizing the Knowing-Doing Gap: Sir Kaya highlights the commonality of knowing what needs to be done for personal growth and success. From waking up early to maintaining healthy habits, most individuals are aware of the actions required for positive change. However, the challenge lies in translating this knowledge into consistent action. Addressing Behavioral Misalignments: Despite knowing the importance of certain habits, many individuals struggle to implement them consistently. Sir Kaya emphasizes the significance of aligning behavior with intentions, stressing that talk alone is insufficient. Developing new habits and behaviors is essential, especially for individuals transitioning from employee to entrepreneur roles. Embracing Personal Transformation: True transformation involves embodying new habits and behaviors. Sir Kaya shares personal insights into his journey of overcoming past struggles and transforming his life. Through personal growth and resilience, he exemplifies the power of turning pain into a higher calling of helping others. Empowering Support and Encouragement: Sir Kaya extends a heartfelt message of support to listeners, emphasizing that help is available for those in need. He acknowledges the podcast hosts, Catherine and Lawrence, for their dedication to empowering individuals and transforming lives. The conversation concludes with a reminder that embracing personal growth leads to a fulfilling life worth living. Conclusion: Thank you for joining us in this enlightening conversation with Sir Kaya Redford. Remember, by embracing the right tools and taking decisive action, you can expedite your journey towards success and fulfillment. Bridging the gap between knowing and doing is essential for personal transformation and success. Stay tuned for more inspiring discussions on Blue Sky Consulting, where we empower you to unlock your full potential and achieve your goals.
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224 | Mastering Communication and Influence: Insights in Mindset, NLP and Leadership with Sir Kaya Redford
03/23/2024
224 | Mastering Communication and Influence: Insights in Mindset, NLP and Leadership with Sir Kaya Redford
Welcome to another episode of "Art of Consulting" with Andy Fry and Cat Lam. Today, we're diving deep into the transformative magic of active exploration and the incredible ways it can spark creativity and open your mind. The last episode with SIr Kaya Redford, we touched the topic of Mastering the Entrepreneurial Mindset: From Employee to Self-Employed Success. On today’s episode, we continue our conversation with Sir Kaya as we explore the intricacies of communication and the role of neuro linguistic programming (NLP) in enhancing our interactions. Recap: In our last episode, we highlighted the importance of effective communication, emphasizing that it's not just about what you say, but how you say it and the impact it has on others. Now, let's dive deeper into NLP and its significance in communication. Exploring Neuro Linguistic Programming (NLP): Sir Kayla introduces NLP as the study of human excellence, emphasizing its role in understanding what makes successful individuals excel. Drawing examples from renowned personalities like Bill Clinton, Oprah Winfrey, and Richard Branson, he elucidates how NLP is ingrained in their communication and success strategies. Understanding the Components of NLP: Mindset: Sir Kaya underscores the paramount importance of mindset in achieving success, highlighting that with the right mindset, individuals can overcome any obstacle and acquire necessary skills. Linguistics: Effective communication is pivotal in all aspects of life, be it in business or personal relationships. Sir Kaya and the host emphasizes the significance of linguistic language in influencing others and driving results. Programming: Delving deeper into NLP, Sir Kaya explains the concept of programming, which involves understanding and leveraging language patterns to shape behavior and outcomes. Unpacking Communication: Sir Kaya addresses common misconceptions about communication, stressing that it's more than just conveying messages but entails understanding the response elicited. He introduces the concept that "my communication is the response I get back," urging listeners to take ownership of their communication outcomes. Flexibility in Communication: Highlighting the importance of flexibility in communication, Sir Kaya emphasizes the need to adapt communication styles to resonate with diverse audiences. He discusses various communication modalities and how understanding them can enhance rapport and effectiveness. Practical Applications: Sir Kaya shares actionable insights for enhancing communication effectiveness, including the Format System: Why: Start with explaining why the message is important, ensuring audience buy-in. What: Clearly articulate what needs to be done or understood. How: Provide step-by-step guidance on implementation. Questions: Encourage open dialogue and address any queries or concerns. Leadership and Organizational Change: Drawing parallels between effective communication and organizational change management, Sir Kaya emphasizes the importance of leadership in inspiring and aligning teams with the vision. He recommends resources like "The 21 Irrefutable Laws of Leadership" by John Maxwell and "Extreme Ownership" by Jocko Willink for further insights. Deep Dive into Communication: Conversation delves into the multifaceted nature of communication, touching on the complexities of understanding and conveying messages effectively. Sir Kaya Redford offers practical advice and resources for mastering communication skills, emphasizing its transformative impact on various aspects of life. Practical Application and Free Resources: The host and guest touched the discussion on the applicability of communication skills in organizational settings, particularly during digital transformations. Offer of free gifts and resources to listeners, including a one-page PDF guide on selling and influencing, access to a private Facebook group, and opportunities for private consultations. Sir Kaya promoted live events and training programs aimed at enhancing communication and leadership skills. He then gave instructions for accessing the free gifts and signing up for the training program provided. Conclusion: Sir Kaya Redford emphasizes that effective communication is often described as a cornerstone of success, both in personal and professional spheres. Prioritizing communication skills involves recognizing their pivotal role in various aspects of life and dedicating time and effort to improving them. prioritizing communication skills is not just about becoming a better speaker or presenter; it's about nurturing meaningful connections, resolving conflicts constructively, advancing professionally, leading with influence, and ultimately, empowering oneself to thrive in both personal and professional realms. As such, investing in communication skills development is a foundational step towards achieving personal and professional growth. Connect with Sir Kaya Redford
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223 | Mastering the Entrepreneurial Mindset: From Employee to Self-Employed Success with Sir Kaya Redford
03/15/2024
223 | Mastering the Entrepreneurial Mindset: From Employee to Self-Employed Success with Sir Kaya Redford
Welcome to another episode of "The Art of Consulting Podcast" with your hosts, Andy Fry and Cat Lam. As seasoned IT consultants, CPAs, and professional development connoisseurs, we aim to bring you inspiring messages to help you discover the X factor in your professional field, leading to the success you truly deserve in your career and life. For today’s episode, we have a special guest Sir Kaya Redford is a globally renowned Success Coach, empowering Fortune 500 Companies with his unparalleled expertise. As the visionary behind the groundbreaking program, Top Producing Faster to Your Wealth & Freedom, he has transformed the lives of countless entrepreneurs, leaders, salespeople, realtors, mortgage professionals, financial service agents, and network marketers. Beyond coaching and television, Kaya has received the Humanitarian Award from the United Nations and holds the prestigious title of a Knight. As an award-winning producer and director, he has contributed to societal change through the powerful documentary "Homeless in America." The hosts highlight Kaya's remarkable career as a success coach and inquire about strategies for IT leaders transitioning from employee to entrepreneur. Kaya shares a poignant story about a client who faced challenges moving from a successful attorney in a law firm to an independent entrepreneur. The importance of understanding the shift in values from an employee mindset to an entrepreneur mindset is emphasized . Kaya recommends a values elicitation exercise to identify and align personal values with those necessary for success as an entrepreneur. He stresses the significance of prospecting, marketing, and embracing a different set of values when transitioning to entrepreneurship. The hosts and Kaya discuss the daily habits and behaviors of successful entrepreneurs, emphasizing the need to model one's actions after those achieving desired results. Kaya encourages the audience to reach out to successful entrepreneurs, have lunch with them, and learn about their values, habits, and motivations. Key Takeaways: Transitioning from employee to entrepreneur requires a shift in values and mindset. Entrepreneurs should focus on prospecting, marketing, and embracing the values necessary for success. A values elicitation exercise helps align personal values with those essential for entrepreneurial success. Learn from successful entrepreneurs by understanding their daily habits and behaviors. Model your actions after successful individuals to accelerate your own path to success. Mindset Shifts: The hosts share personal experiences and observations about the crucial mindset shift needed when making the leap from employee to entrepreneur. The conversation reflects on the challenges faced by individuals accustomed to taking directions and following rules, now tasked with creating their own rules and determining their hours. Entrepreneurial Realities: Kaya emphasizes the significant difference between employees and entrepreneurs, highlighting the absence of a safety net for the latter. The conversation explores the concept of burning ships, referencing historical examples and encouraging listeners to set big goals that outweigh the risks. Comfort with Discomfort: The hosts discuss the importance of becoming comfortable with discomfort as an entrepreneur, citing Richard Branson's advice. Kaya shares insights on the necessity of putting oneself in uncomfortable positions and how habitual life for entrepreneurs often involves embracing discomfort. Life Begins at the Edge: The hosts introduce the concept that life begins at the edge of one's comfort zone, encouraging listeners to question their own comfort zones. Kaya poses reflective questions to the audience, urging them to identify their breakthroughs and take action based on newfound insights. Action and Attraction: The interview concludes with a powerful reminder that the last six letters of "attraction" spell "action." Kaya emphasizes the importance of taking action to attract positive outcomes, reinforcing the idea that progress and support come from stepping out in courage and faith.
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222 | Lessons From a Brand Strategist: A Journey with Gabriella Cray
03/08/2024
222 | Lessons From a Brand Strategist: A Journey with Gabriella Cray
Welcome to the Art of Consulting, your go-to source for expert insights on mastering ERP success. Today we have a special guest with us! Together with Andy Fry, special guest Gabriella Cray, Principal and Founder of the Boss Blueprint Agency is introduced to the show. Gabby's shares her background as an event planner and her journey into brand consulting. Knowing Your Niche: The duo discussed the importance of understanding your niche and target audience. Gabby's focus on brand strategy and management for nonprofits and government projects and what are the advantages of clearly articulating what you do and who you do it for. Building Relationships and Business Development: Gabby shared Insights into effective business development for consultants. They talked about the analogy of dating and finding the right clients and the significance of investing in conferences and networking to build relationships. Timeline of Client Relationships: Gabby then shared her experience with clients taking three to six months to close deals. Transition and Evolution of the Agency: Our guest’s initial interest in event planning and business events and they also talked about Gabby's role as a revenue manager at a manufacturing company and the pivotal shift into consulting. Recognizing her proficiency in social media and transitioning into brand consulting. Lessons Learned: The value of learning from different experiences, even when facing challenges. Leveraging day-to-day job knowledge to support and advise businesses. Transition from Employment to Entrepreneurship: Gabby recounts her decision to leave her corporate job in 2020 and pursue entrepreneurship. She highlights the excitement and challenges of leading a team of three, along with occasional partnerships. Being the youngest, often the only woman and black person in the room. Cultural challenges in the manufacturing industry pushed her to excel, and she shares her motivation to prove herself and find champions in the workplace. Lessons Learned in the Corporate World: Emphasizing the importance of identifying mentors and champions in a challenging work culture. Our guest shares her mindset of focusing on excellence every day, emphasizing that consistency and dedication are irreplaceable in professional growth. Balancing Drive and Seeking Help: The discussion coming from the duo touches upon the mistake of not seeking help and the significance of asking questions, especially for driven individuals looking to enter consulting. Managing up and documenting agreements were critical in Gabby's career development. Adapting to Market Changes: Recognizing signs of economic changes in 2022, Gabriella shifted her focus to recession strategies and began working with nonprofits. She shares to the audience the importance of monitoring data and making quick decisions to stay ahead in the market. Blue Sky Consulting's Niche and Programs: Gabriella delves into Blue Sky Consulting's current focus on supporting nonprofits that, in turn, serve entrepreneurs. The agency Blue Sky Consulting is launching programs for entrepreneurs in December and May, aiming to help them achieve work-life balance and facilitate a rapid rebranding process. Involvement in the Community: Gabriella discusses her involvement in various communities and the importance of community service. However, she strongly highlights the need to prioritize business stability before extensive community outreach. Accountability and Responsibility: Gabby encourages entrepreneurs to make decisions that ensure the success and stability of their businesses. CONCLUSION: From navigating challenges in the corporate world to building a thriving consulting agency, Gabby emphasizes the importance of adaptability, quick decision-making, and staying attuned to market changes. Her commitment to excellence, discipline, and community engagement highlights the key elements that contribute to sustained business success. Remember, success in consulting comes from understanding your niche, building meaningful relationships, and continuously evolving with the industry.
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