WEBVTT

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Welcome to Milestone Moments, the show where

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we explore the journeys that lead to success.

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I'm Sheila Slick, your host and founder of Five

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Milestones. In every episode, we will bring you

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insights from the minds of entrepreneurs, leaders

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and experts who will share not just their expertise,

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but the milestone moments that have reshaped

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their journeys and led to significant achievements.

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So if you're looking for motivation, you're in

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the right place. Subscribe now and discover the

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milestones that mark the path to success. Welcome

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to another episode of Milestone Moments in Business

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and Leadership. I'm Sheila Slick, your host,

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and today my special guest is Rebecca Gebhardt.

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She's a best -selling author, a former top 1

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% sales leader with over 20 years of experience

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leading sales teams that have generated over

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$50 million in revenue. Rebecca specializes in

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guiding emerging sales leaders through the transition

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from the sales leaderboard to leadership. Welcome

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to the show, Rebecca. Thanks so much for having

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me, Sheila. I'm excited to have this conversation.

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So tell me a little bit about how you got to

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doing this today. I will give you the short version

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because 20 plus years is that can be a long story.

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I got my start in sales when I was in college

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and I'm the middle of seven children. I was attending

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Marquette University and I had to pay my own

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way through school. And I saw a straight commission

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job that said you make an average of $7 ,000

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for the summer. You have to work 80 hours a week,

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but you can make money. And so that was my first

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introduction into sales. I was terrible. And

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then I got better. And then I started managing

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people. Then I started recruiting people. Went

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from that company to a sister company where I

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built an insurance agency. And so I would sell,

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I would recruit, train, manage agents from several

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states around the country. And then I burnt out

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from that at age 33. as many people do who love

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their jobs. And those high performers were the

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ones that are at risk for burnout. So I was one

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of those that burnt out. Didn't quite know how

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to quit because I wasn't a quitter, but I was

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able to gracefully bow out and say, I'm going

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to stay home with my family, which I did for

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about four years. I was a very bad stay -at -home

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mom. I loved that time with my children, but

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I was just, I don't know. I did a lot of personal

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development during that time. I had my COVID

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trauma, you know, the stuff that the self -realization

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people went through of what am I doing with my

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life? I had that in my early 30s. And then I

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launched Rise Up Consulting, my consultancy,

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in 2018. And at first I was focused on female

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entrepreneurs, how I can help people sell more.

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And then I got a huge influx of sales leaders,

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realized these coaching conversations, all of

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them were having the same problems, the same

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opportunities. I was on repeat. So I created

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a group program, which I trademarked. And then

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I realized I want to take this to corporations.

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So I fired all my coaching clients. which I loved

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dearly, but we kind of ran out of the contract

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and I said, I'm not going to do coaching anymore.

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I'm going to work specifically with corporate

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sales leadership teams. And that's what we do.

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So we have an on -demand program for emerging

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sales leaders. And we also collaborate with the

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visionary sales leaders at organizations who

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know what their organization needs. They just

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need a subject matter expert and someone who

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can understand how to duplicate a system. That

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takes the genius out of their head and kind of

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helps duplicate. So that's how I got to where

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I am. I have other stories to tell, but I don't

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think we have enough time for all of those. Well,

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it's interesting. So when you started the coaching,

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was it women in sales, the ones that you were

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coaching? Because you said you started with women.

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Or was it a mix? Yeah, no, it was it wasn't a

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mix. It was it was really women. That was where

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my heart was at the time and still is. I mean,

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I love rooting for women and helping women succeed.

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But then I did get approached by men and 80 percent

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of salespeople for 80 percent of sales leaders

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are men. Sales is full of men. I'm like, well,

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this is really silly. I'm cutting out. huge target

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audience and people that can do really well because

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it wasn't a necessary niche that I needed to

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be in. I know some consultants that strictly

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focus on women, but yeah, I didn't. But it was

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just this evolution of referrals and then, hey,

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would you work with a man? I'm like, yeah, I

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actually work. I would. I work really well with

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men. And most of my clients now are men. Not

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all of them, but many of them are. What would

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be like one main difference between the challenges

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that a man or a woman face when they're in sales

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or sales leadership roles? That can be very nuanced.

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And I don't have the, this is just a gut. This

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is my experience and from my heart and from my

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gut. There are issues that are unique to women.

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And there's issues that are unique to men. I

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think women, instead of the conversation being

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around, I'll share a story of this perspective.

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I had attended a conference that was focused

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on women, women going through different pivots

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in their life. And the women who got on stage

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were accomplished. But overall, the vibe of that

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conference was men are stupid. Men, they just

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go for things when they're not they're not ready

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for them. And it was I'm like, we should take

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a playbook out of a page out of the men's playbook

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then. Like you should go after something even

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when you're not 100 percent confident about it.

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You know, I think that's why I started creating

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these programs because I needed them. Right.

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And if I can provide men or women some content.

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that helps them get more competent, which leads

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to confidence, which leads to courage to go after

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that next role. That's all part of the process.

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And I needed that so that I wanted to create

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that. But men in general will go after things

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when they're not 100 % confident and women just

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wait. And unless you actively work on that mindset,

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I think that's like a big one. There are some

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different... um social things with men and women

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but I I think it's very important for every woman

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to have a group of women to rely on but make

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sure you are being mentored by at least one man

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you are in a group with men um because your proximity

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and being in those groups and there are a lot

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of there are men who will shut you out but there's

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a lot of great men who will bring you in and

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my career has personally been influenced by men

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who brought me into the fold And women. Right.

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I just I think it's. That might be a little bit

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different answer to your question, but it's just

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I think we need to go what's working instead

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of complaining and thinking the world's against

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us, which is not what you were asking. Right.

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But I just think that mentality of being like,

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what do we have? The world's conspiring to help

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us. Who can we partner with, male or female,

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that can help us get to the next level? So you

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state on your website that sales and sales leadership

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development is broken. I want to learn a little

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bit more about that. It is broken. It's so broken.

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The more you get into some of the data on development,

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the more crazy it becomes. The effectiveness

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of it is really broken. 70 % of organizations

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view the effectiveness of their leadership development

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based on how participants feel. Their reaction

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to the program, not what they learned, not what

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they're going to use, not how that connected

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to the results. It's really broken. And sales,

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there's a lot of great sales trainings that could

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do a better job of being implemented into the

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organizations if their sales leaders were trained.

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And so that's one way that sales leadership is

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broken. One way to fix it is to take all the

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good stuff that's being taught in sales training

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and make sure that that person's direct sales

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leader is part of that and they are coaching

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and they're making those habits that they can

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actually apply the sales development that they

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just spent a ton of money on. Sales leadership

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is broken because it's just not done. I remember

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reading a stat from the Harvard Business Review

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and they said that the average age someone receives

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their first leadership promotion is age 30. but

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their first leadership development is age 42.

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So that's 12 years of trial and error. That was

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on average. And I looked at that stat and I kind

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of went, so I went down a, and I reflected a

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lot about that. I went, I'm going to make this

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my niche, right? But then I looked at the data

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on sales leadership and couldn't find any. So

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our company did our own survey. 80 % of sales

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leaders are given zero training once being promoted.

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So the status quo is severely broken. All of

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the research that's been done for 40 years says

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that the manager has the biggest impact over

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someone's success. And so we have this. You know

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what? If you figure it out in sales, you figure

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it out as a leader. Just work really hard. It's

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like, well, there are specific things that if

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you taught to every sales leader, but especially

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when they're new and they created good habits,

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that creates an ROI over someone's entire career.

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And so I feel very passionately about that. And

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that's why we've kind of gone all in with this.

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But it is, yeah, it's broken. The training's

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broken. It's over a decade. I mean, that's just

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fascinating to hear that, you know, they go 10

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years before receiving the training. And with

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leadership, I think sometimes, you know, people

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get those positions. Maybe they broke, you know,

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all these quotas. They were great sales people.

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But to be able to motivate, especially in a sales

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position, which is, you know, kind of like cut

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through what you're having to meet these numbers

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or you're, you know, not performing, that must

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be a challenge. All right, so in your consultancy,

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you focus on strength -based goal setting and

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role alignment to allow people to show up as

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their best selves. And you use a Colby Consulting

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or a Colby Index, and you use a Leadership Profile

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Circle. I wanted to learn more on your website.

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Can you tell us what these measure and what they

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do? Yes. So I think that strength -based goal

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setting is a competitive edge. Strength -based

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sales coaching is a competitive edge. And the

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Colby Index and the Leadership Circle profile

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are two assessments that I just got certified

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in Leadership Circle within the last year, but

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I've been a Colby certified consultant for several

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years. You want to make sure that people are,

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they enjoy the work they do. They have the skills

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to do it. And it's a good match. And so the Colby

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Index is a way to judge how or a way to assess,

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not judge, because they're all strengths, no

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matter where you fall. So the short version of

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this is Colby figures out conative strengths,

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that what is someone's MO, their modus operandi?

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What is the way in which they do things when

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they care about something and they're free to

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be themselves? And there's three parts of the

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mind. There's think, feel, do. And the think

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assessments are like the Wunderlich test. We

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have IQ tests. We took standardized tests in

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school to show how smart we were. The feel part

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of the brain, there's assessments for that. There's

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DISC, the Enneagram, predictive index, lots of

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those. But the do part of the brain is subconscious.

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It's like this mental force. It's this innate

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talent. And the Colby Index is the only one that

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does that. And so if you have, in my world, if

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you have a salesperson who is selling a highly

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technical product, maybe they sell a medical

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device, medical device, right? Like this, they

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need to be hands -on. They need to, right? Because

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they're in the operating room with surgeons sometimes.

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helping them. And they need to know every last

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detail. They need that. Someone like me, I'm

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not into the details. I was on a phone call yesterday

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with my assistant and I went, I spelt that wrong.

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There's always a mistake on something I do, and

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I'm like, whatever. That's why I have people

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around me who are into the details. I'm just

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moving too fast, you know? So I would not be

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able to sell medical devices, not because I'm

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not smart, but because I'm not into the details

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that much, and I'm not a hands -on person. I

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am a visualizer. There are some people who need

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to follow a process. And if you have someone

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who needs to follow a sales process, but that's

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not how they get their best results, they get

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their best results when they cut through, you're

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going to have a problem. And so the Colby Index

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is one of the only assessments you can actually

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give during an interview process because it doesn't

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discriminate, inadvertently discriminate. So

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you can't use all assessments in the interview

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process. You can use them once you hire someone,

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but you can predict where someone needs to be

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to be successful. The leadership circle profile

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is about all of our strengths, but some strengths,

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when we work harder, they get in our way. And

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some strengths, when we use them, they help us

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scale. And the top half is if you score high,

00:15:28.320 --> 00:15:32.139
it's a 360 degree feedback. So on the top of

00:15:32.139 --> 00:15:34.980
the circle, if the people around you see as someone

00:15:34.980 --> 00:15:38.179
who is thriving and scaling, you're going to

00:15:38.179 --> 00:15:42.129
be up there. Or if they see you using your strengths

00:15:42.129 --> 00:15:44.809
and you get in your own way and you're surviving,

00:15:45.009 --> 00:15:47.190
you would have a lot filled in on the bottom

00:15:47.190 --> 00:15:51.809
half of the circle. And it has been proven. And

00:15:51.809 --> 00:15:54.990
that's more for executives and mid to senior

00:15:54.990 --> 00:15:58.009
level leaders would complete that. Anyone can

00:15:58.009 --> 00:16:00.710
take a Colby index and anyone can take a leadership

00:16:00.710 --> 00:16:04.289
circle profile. But it's really meant for your

00:16:04.289 --> 00:16:08.700
leaders a little bit further up the ranks. You

00:16:08.700 --> 00:16:13.259
can connect their creativity to how well the

00:16:13.259 --> 00:16:15.820
business is performing. So it has a correlation

00:16:15.820 --> 00:16:19.840
to how the leader uses their strengths and business

00:16:19.840 --> 00:16:22.740
metrics. And so it's really powerful. You can

00:16:22.740 --> 00:16:25.320
get someone on a leadership development plan.

00:16:25.620 --> 00:16:30.659
And what that does is it helps check your assumptions

00:16:30.659 --> 00:16:34.259
and biases and how you view the world. So is

00:16:34.259 --> 00:16:37.500
your operating system one that's focused on vision?

00:16:38.029 --> 00:16:41.309
and purpose? Or is your operating system focused

00:16:41.309 --> 00:16:45.490
on your identity and your anxiousness and your

00:16:45.490 --> 00:16:50.169
reactivity? So I'm not doing it justice explaining

00:16:50.169 --> 00:16:52.429
it like that. I know there's more information

00:16:52.429 --> 00:16:54.690
on the website and there's more information on

00:16:54.690 --> 00:16:56.870
both of their corporate websites about that.

00:16:57.710 --> 00:17:00.730
And I'm not an assessment snob. Those are just

00:17:00.730 --> 00:17:04.250
two that I'm certified in. I just think any assessment

00:17:04.250 --> 00:17:07.690
that people can take to gain better self -awareness

00:17:07.690 --> 00:17:10.569
and understand how they are perceived by the

00:17:10.569 --> 00:17:14.490
people around them helps them massively do their

00:17:14.490 --> 00:17:17.329
jobs better and help them progress further in

00:17:17.329 --> 00:17:20.589
their careers. Absolutely. You know, without

00:17:20.589 --> 00:17:22.509
that feedback, you don't really have room to

00:17:22.509 --> 00:17:24.890
grow. Sometimes you don't know where you can

00:17:24.890 --> 00:17:28.720
improve. what you can do with those strengths.

00:17:28.940 --> 00:17:31.819
I would love to learn more about those. So where

00:17:31.819 --> 00:17:35.759
can my listeners learn more about your programs,

00:17:36.059 --> 00:17:40.259
these assessments? Can you share? Yeah. So we

00:17:40.259 --> 00:17:43.319
have several fun things happening over here at

00:17:43.319 --> 00:17:46.559
Rise Up Consulting. So my second book, Leaderboard

00:17:46.559 --> 00:17:49.799
to Leadership, How to Earn and Excel in Your

00:17:49.799 --> 00:17:51.839
First Sales Leadership Role is going to be published.

00:17:52.400 --> 00:17:55.079
Probably by the time this podcast gets out there,

00:17:55.119 --> 00:17:57.200
it'll all be already beyond Dale. But that is

00:17:57.200 --> 00:17:59.619
really for people who want to excel when they

00:17:59.619 --> 00:18:02.200
get into leadership and for organizations really

00:18:02.200 --> 00:18:05.740
concerned about making sure they have a strong

00:18:05.740 --> 00:18:09.259
leadership bench. We have individual programs

00:18:09.259 --> 00:18:12.299
for emerging sales leaders and for leaders in

00:18:12.299 --> 00:18:15.019
general. We actually have two of them. And then

00:18:15.019 --> 00:18:17.839
we have a Rise Up the Ranks Academy that people

00:18:17.839 --> 00:18:20.180
can reach out to us. But all of that's on our

00:18:20.180 --> 00:18:23.819
website. riseupconsultinggroup .com. And then

00:18:23.819 --> 00:18:28.259
I live on LinkedIn typically. So people can connect

00:18:28.259 --> 00:18:31.380
with me there. I'm posting frequently and interacting

00:18:31.380 --> 00:18:35.180
with people. And I just love it because my curiosity

00:18:35.180 --> 00:18:40.019
gets fulfilled by a lot of the great content

00:18:40.019 --> 00:18:43.420
that's on LinkedIn. So what is your next milestone?

00:18:44.809 --> 00:18:47.990
My next milestone is the publication of this

00:18:47.990 --> 00:18:52.750
book and then the continued expansion of our

00:18:52.750 --> 00:18:55.369
sales leadership programs. And so we're going

00:18:55.369 --> 00:18:58.269
to be, I'm going to be hiring more people to

00:18:58.269 --> 00:19:01.630
be facilitating those to help organizations and

00:19:01.630 --> 00:19:05.970
individual sales leaders be better people, be

00:19:05.970 --> 00:19:10.289
better leaders, lead with more purpose and become

00:19:10.289 --> 00:19:13.119
more visionary so that it impacts. their ability

00:19:13.119 --> 00:19:16.079
to recruit great people, their ability to retain

00:19:16.079 --> 00:19:19.019
that talent, and then increasing revenue along

00:19:19.019 --> 00:19:21.640
the way. So just a lot of expansion happening

00:19:21.640 --> 00:19:26.599
over here for my next move. So what one key piece

00:19:26.599 --> 00:19:31.039
of advice can you offer to a sales leader or

00:19:31.039 --> 00:19:35.220
an aspiring sales leader to meet or surpass their

00:19:35.220 --> 00:19:39.740
goals? The advice I give is kind of our tagline

00:19:39.740 --> 00:19:42.319
here. And it's what I say to anyone, no matter

00:19:42.319 --> 00:19:44.740
if you're in, it doesn't matter where you are.

00:19:44.819 --> 00:19:48.000
If you want to succeed, you want to do the things

00:19:48.000 --> 00:19:51.480
that matter for the reasons that matter with

00:19:51.480 --> 00:19:54.240
the people that matter in a way that matters.

00:19:54.579 --> 00:19:57.660
And so this is really about focusing, right?

00:19:57.779 --> 00:20:00.740
There's so many, there's so many distractions.

00:20:02.599 --> 00:20:05.279
What would be nice or, you know, what would give

00:20:05.279 --> 00:20:08.799
us validation really matters and it doesn't,

00:20:08.799 --> 00:20:12.019
you know. So getting really clear on what you

00:20:12.019 --> 00:20:15.359
want, why you want it, how to help other people

00:20:15.359 --> 00:20:18.259
get that, connecting great minds together to

00:20:18.259 --> 00:20:20.960
optimize teams. I mean, that's the stuff that

00:20:20.960 --> 00:20:24.240
matters. And so that line. Do the things that

00:20:24.240 --> 00:20:26.740
matter for the reasons that matter with the people

00:20:26.740 --> 00:20:29.480
that matter in a way that matters is a really

00:20:29.480 --> 00:20:32.279
great gut check to go through those four different

00:20:32.279 --> 00:20:34.940
things and say, am I doing this? But if you do

00:20:34.940 --> 00:20:37.640
those four things consistently enough, you don't

00:20:37.640 --> 00:20:39.799
have to be perfect all the time. But if you do

00:20:39.799 --> 00:20:41.920
those four things consistently enough, you will

00:20:41.920 --> 00:20:45.640
be successful. What a wonderful insight. Well,

00:20:45.720 --> 00:20:48.920
thank you so much for joining me today. Thanks

00:20:48.920 --> 00:20:52.210
for having me. This was fun. And thank you to

00:20:52.210 --> 00:20:55.470
all my listeners for tuning in to another episode

00:20:55.470 --> 00:20:58.289
of Milestone Moments in Business and Leadership.
