Ep 549: Simple Steps to Set Your Next Big Goal | Caroline Miller Episode Recap

AJV (00:06):
Welcome to the Influential Personal Brand podcast. This is the place where we help mission-driven messengers, just like you learn how to build and monetize your personal brand. My name is Rory Vaden, and I’m the co-founder of Brand Builders Group, a hall of fame speaker, and New York Times bestselling author. And this show is to help experts learn how to become more wealthy and well known. I know you’re gonna love it. Thanks for being here. Let’s get started.
AJV (00:34):
Do you have a dream that feels just slightly out of reach? Like you’ve got this thing that you really wanna do, and maybe you haven’t even told anyone, but it just feels a little impossible. Well, we’re gonna talk about how do you set big goals today and how to actually reach ’em. And I think first of all, we should talk about what are big goals. And big goals are things that stretch you. Big goals that are, are things that take you out of your comfort zone. These are things that are not necessarily attainable or reachable. They’re not realistic. They’re big. They’re they’re big. They’re gonna force you to be different, learn different things, try new things, fail . They’re gonna require you to ultimately become a new and different person in the process. That’s very different than a typical smart goal or some everyday goal.
AJV (01:32):
These are big goals, and there are, they are goals that change you in the process of trying to reach them. Do you don’t even have to reach them. It’s the process that happens in you trying to reach them. Now, why I think this is a huge part of this. It’s like, why should you set big goals? One because it forces you to become a new and better version of yourself. It forces you to grow. And growth is good. Challenge being challenged is good. Hard work is good. It produces discipline and resilience and work ethic that cannot be, cannot be learned any other pla any other way or in any other place. But there has to be a, a why behind this. That’s internal, that’s intrinsic. It cannot be extrinsic or external. It cannot just be about, oh, I wanna make more money or I wanna beat this other person.
AJV (02:31):
There has to be a, a profound why behind this, that even if you have setbacks, even if you experience moments of failure, even if you have moments of doubt that you proceed because it’s significant enough to keep trying in the midst of it not working. Right? That is really important. The why has to be bigger than the why not, right? And when you’re setting big goals, these are dreams, these are life goals. They have to really have a fundamental why that is significant. Beyond worldly stuff, beyond titles or ego or money or pride or ambition or success. It has to be beyond that. Okay? Now, next thing we’ve gotta break it down. Like what do you actually have to learn in order to do the thing? I just had a, an amazing podcast interview with Caroline Miller who wrote the new book Bake Goals.
AJV (03:28):
And a huge part of it is you have to just determine using goal setting theory GST. Is this a learning goal? In other words, is this something that you’ve never done before? Or is it a performance goal, which is, you’ve done this before, but the goal is to do more of it or do it better, right? So first and foremost, you have to determine in this big goal, what what am I gonna have to learn? Because in order to do it better, you first have to learn it, right? In order to have performance goals, you have to have done it before. So if it’s a big goal, then ask yourself, is this truly a learning goal or is it a performance goal? And if it’s brand new and you’ve never done it before, it’s a learning goal. So what do you need to learn? Who do you need to learn from?
AJV (04:16):
How quickly can you learn it? What resources do you need to learn it? Do you have the money to invest into learning this? These are all things that are a part of reaching really big goals. And the first thing you have to ask is, is it a learning goal or is it a performance goal? And if it’s a learning goal, then we need to give ourselves grace in the process. IE patience, right? Because there are things that you have to learn before you can get results, okay? And so that’s kind of getting into the specifics. Is it a learning goal or is it a performance goal? Right? Then we gotta have our, our, our group our positivity group, our accountability group, our mentorship group, our coaching group, whatever we wanna call it. But we have to have our group, IE our people. We have to have systems and groups of accountability, but not just accountability, but also of support, right?
AJV (05:10):
I think one of the most important things that I actually talked about with Caroline Miller on this podcast is how important it is for us to be around people who believe that we can do it, but also who believe in doing big things in general, right? It, it’s, you have to discern and decide who gets to come along on this big goal journey with you, and who doesn’t And the people who get to come along with you are the people who believe in you. The people that believe that what you’re doing is significant and important, and they want to see you succeed. Not superficially, but genuinely. And also because they are genuinely positive people who also believe in doing big things. They believe in hard work, they believe in perseverance, they believe in doing significant things that matter. You have to surround yourself with people like that so that you have encouragement in the down moments so that you have support when you need it.
AJV (06:09):
That, and that could include mentor groups, coaching programs masterminds. These could also be friends and family. But you really have to discern, it’s like, Hey, I know I’m gonna need positive influences in my life. I know I’m gonna need people who believe in me, believe in what I’m doing, and also who just believe bigger in general. So, right. So those are your, that’s your group, right? Systems and people of accountability. But not just accountability but support, right? But this also includes a, a peer group of learning from people who’ve done what you’ve done in a way that you can also do it, right? So that’s looking for mentors, coaches, role models who have achieved what you want to achieve in a way that you can do it, right? So I think about myself all the time when I’m looking for a different coach or a, a mastermind to join.
AJV (06:57):
And it’s like, it’s one thing to go, I know they’ve done it, but I also have to discern, did they do it in a way that I think would work for me? , right? Like, do they do it in a way that I’m like, I, I could follow in those footsteps. Like, hey, there, there’s a system there that I could execute, execute the way that they’ve done it. I could learn that. I know about myself, like I personally don’t learn well in course format, right? So buying courses isn’t gonna work for me. I am a tactical hands-on in their environment learner. I need to do it with someone. And I need to do hands-on learning. Like on the job training is how I learn. And so I’ve got to discern what is the, the way that I can do it and, and, and can I afford it, right?
AJV (07:40):
Or if I’m gonna have to slow it down and pace it out. But this is giving myself grace to do something that is big that I haven’t ever done before. But also the time to do it with people who believe in me, who will support me, but then also discerning who I need to learn from. And it’s not anyone. It’s a specific type of person. So that I can follow in those footsteps and, and learn in a way that I can digest and do it in my unique way, right? So those are all systems of accountability and your people group, right? Next is we’re gonna have to build some resilience to do big things. We’re gonna, and that includes discipline. That includes perseverance. That in that includes some grit, right? We’re gonna have to mentally note in advance if we’re gonna do something big what could go wrong and what am I gonna do when, probably not if, but when bad thing happens. Prepare in advance for setbacks. Don’t get caught off guard. Fully expect them so that when they come, they don’t shut you down. They are, they may be naysayers. What are you gonna do if they come your way? There may be setbacks. It may go slower than you want. So what are you gonna do if that happens? Things may break, things may fail, things may not launch. Well, it may not go the way you want. What are you going to do if that happens?
AJV (09:15):
Know in advance so that when it comes, you have a plan in place to keep moving forward. ’cause If you don’t, these are the things that knock us off the horse. These are the things that throw us off. Throw us off the rails. And if we’re not prepared, we lose so much time that we give up. We give up hope. We give up that this even is something we wanted to do. And so we stop. And the only failing that happens is when we quit, not quit. The things that we decide are no longer good for us, but we quit the things because they got too hard for us. There’s a difference between quitting because it’s no longer good for me and quitting because it just got too hard for me. Don’t quit. ’cause It gets hard. That’s where character is built. That’s where you are built. Don’t quit because it gets hard. You quit when it’s no longer good for you. But just remember, hard things are good for you.
AJV (10:11):
Hard things create character that cannot be built anywhere else. But that is up, up to you to discern what those things are, but prepare in advance, prepare in advance for them. Next, take consistent action. Co consistency, right? It’s not the first time you’ve ever heard. This won’t be the last time you’ve ever heard this. And that’s because it’s true. consistency is important, right? Small, consistent steps are, are bigger than inconsistent or are more important than bigger inconsistent ones. So it is important that we go, like they, these are the, the daily consistent things that need to happen that eventually will snowball into the bigger things. Those are more important than taking huge steps very inconsistently. So be prepared with what are those consistent actions, those habits that I need to do on a daily, weekly, monthly, quarterly, annual basis to get to where I need to be, right?
AJV (11:15):
This is all about taking action. And that, that requires a plan. You have to know what direction you’re going to take the first or the hundredth step. So know your direction and have it well mapped out so that you can benchmark. Is this a daily, a weekly, a monthly, quarterly thing? And also, where do I need to be at these different benchmarks? Where do I need to be? 90 days in the journey, six months in the journey, 12 months in the journey. If we’re gonna set out to do big things, we need a big detailed plan, right? And that is about how do you set out those daily consistent things that you’re gonna do? And again, they, they’re not all daily. Some are daily. But what are the things that need to happen to create consistency to hitting this big goal? And last, but most certainly not least, is what are your points of reflection? And I think this is one of the things that is most important in my life, is on a very, I would say, consistent basis, for lack of another word, since I just talked about consistency. You have to remember not just why you’re doing this, but more importantly who you’re doing it for. And I have to tell you right now, it shouldn’t be you. Big goals should not just be centered on you.
AJV (12:31):
That is one of the first ways that you won’t achieve them. It’s because it was too isolated to just you, and that’s just not big enough. Doing it just for yourself isn’t big enough. So when I talk about have reflection on the who, I mean, who is this goal really for? Is it for your kids? Is it for your family? Is it for your spouse? Is it for your clients? Is it for your future clients? Is it for the next generation? But who is this for? And remember that when you’re doing this, it’s not just a goal for a thing. There is impact for a person when you achieve your goals. And that, that that goes beyond you. And if you do it well, and if you do it right, if it’s really big, it goes beyond just your friends and family too.
AJV (13:21):
It has the opportunity to impact your community. It has the impact to, you know, potentially impact your nation or even the world. Like that is a big goal. And big goals require a big focus on who, who is this for? Like, who am I building this business for? Who am I making this content for? Who am I writing this book for? Who am I doing this, you know, sporting event for who, whatever it is, it’s like, who is this for? Is it to prove that it can be done for everyone who comes after me? Is it to put a stop to the chaos that’s happening in and around, you know, my community? Who is it for? And if you re remind yourself and remember that there are people at stake here, then it, that is what gives you some endurance, that gives you some ammunition to push through on the dark nights when you’re like, what am I doing?
AJV (14:18):
What was I thinking? Well, what you were thinking is that people are worth it because they are. So don’t forget in the midst of numbers and metrics and things and steps and lessons, that there is a who at the center that will benefit from you accomplishing this goal. And it’s beyond you and it’s beyond your family potentially beyond your community. But there is a who, a group of people, a person that you have the opportunity to have life-changing impact on if you do this. And that is what should keep you moving. It’s the who at the center of those big goals.

Ep 548: The Power of Setting Big Goals with Caroline Miller

AJV (00:02):
Hey everybody, welcome to another episode on the Influential Personal Brand podcast, a j Vaden here. Super excited to introduce you guys to a new friend of mine. And also super excited to get to have this conversation literally on the eve, right this as this podcast is reaching your ears. This is the eve of her book launch her new book called Big Goals. We’re gonna be talking to Caroline Miller today who is an eight times, let me say that again. An eight times bestselling author, an international speaker, and a globally renowned expert and positive psychology. And let me just say, we all need a little bit more positivity right now. with a still focus on goals and grit. And I am so excited to have this conversation. One, because it’s the perfect time of year to be having it as we’re rounding out the end of the year.
AJV (00:56):
Looking forward to next year, we should all be in the mindset on what are the goals that we have for the next year. Or some of us are thinking three, five years, 10 years, but oh yeah. One of the things that we wanna challenge is, but are we setting the right goals and are we setting big goals? And so this is a conversation today about what’s the science and the power behind big goals. And Caroline, how, how, how long have you been actually writing this book? Like, not just the physical words, but the, the, the research and the, the data. Like how long has this book been in progress?
CM (01:38):
I would love to say my whole life I’ve been obsessed with goals, but really ever since the science of goal setting lock and latham’s goal setting theory was introduced to me in 2005. That’s when my life changed. And this book is the result of squeezing the tube of toothpaste earlier this year to get out a brand new streamlined guide to this science. ’cause Most people don’t know it. And it’s extraordinary to me that most people don’t know it.
AJV (02:04):
Yeah. Like, I just wanted to hear, it’s like, that’s like, we’re talking about almost 20 years of data and research and just experience and all of the things in that’s gonna go into the next hour. So Yeah, when we think about the amount of time and expertise and just dedication spent on this subject matter, subject matter, I would just highly encourage, like, think about this for a second and then we’re gonna jump into the interview. What if in the next hour you could get the consolidated data and findings from 20 years of research that can empower you to set bigger and better goals for your life, would it be worth it? And I bet the answer is yes. So stick around, stay for the whole episode and we’re gonna start that now. So, Caroline, welcome to the show.
CM (02:52):
Well, that’s galvanizing. I’d stick around . It’s worth it. It’s a secret I’m gonna share is the secret. Everyone should know. It’s like the 800 pound gorilla that people don’t know about.
AJV (03:04):
Well, I, I wanna know. So I mean, a part of why I wanted to have you on this show is like, you know, the first question I had for you, and we had talked just a little bit about this before I hit record, is like, what do you think separates big goals from all of the other goals that are being set? ’cause If, just for context for, if you’re listening, as you’re reflecting on the goals that you had for this year, as, as I did kind of prepping for this interview, and as you look forward to the goals that you’re setting next year, it’s like, are these big like or am I playing small here? Am I just setting goals on the paper that I know I can achieve? Or am I setting big goals that could be life changing or world changing? So that’s what is a big goal and what separates that from all of these other goals we’re all setting?
CM (03:53):
Well, I think it’s baked into the word big. I think big girl goals are the ones that have some of our passion and the things that we’re most excited about baked into them. So, big goals change our lives. They do change the world. They change our world. Sometimes they change the entire world. And because they’re so big, they require a different set of skills and talents and focus and grit that regular local goals don’t have. And we know from the science, I’m gonna share with you the big secret goal setting theory. We know the best outcomes across the board come from setting challenging and specific goals. And those are big goals. And most people set no goals or low goals that they’re pretty sure they’re gonna accomplish. And what happens is the world, the world rewards people who set big goals because of what goes into achieving them and how much awe they can inspire in you and others. So we all need to have big goals, and we all need to find out what we’re made up in the process of going after our own big goals.
AJV (05:02):
As someone who does typically set goals, how, how could I even define for myself what’s a big goal?
CM (05:11):
A big goal should be if you stretch your hand out and your fingertips are at the end, a big goal is past your fingertips. Mm-Hmm. it’s something that you are actually gonna take some risks on because you don’t know for sure that you’re gonna be able to achieve it. It’s gonna require your character strengths. It’s gonna require patience, passion, it’s gonna require a certain amount of persistence and grit and resilience. And yet those are the goals that at the end of the day, in the process of pursuing them, we know that everyone scans their day at the end of the day for what they did that that they’re proud of. And the things that we’re proud of, violently proud of are the things we did outside of our comfort zone in pursuit of a big goal. And that is the only way we change our perception of what we’re capable of. And the more we do it, the more that muscle is built and the more flourishing we have in life. And that’s really, you know, that’s the whole shooting match is are we flourishing?
AJV (06:11):
Hmm. That’s so good. And I love, I literally like wrote this down, it’s like big goals change you in the process.
CM (06:19):
Yeah. They change you. They, yeah. That’s so Yeah. Well, they change you because it’s, it says that you have audacity, that you’re willingness to push all your chips in the middle of the table. You’re willing to find out what you made of, you’re willing to find out who has your back. In the process of doing this, you often find out who really has your back. Not people who say they do, but who’s there. And there’s a, a trick I can share with you from psychology where you, you know, who has your back by one thing that they do. I’ll get back to that. But it does change you because you begin to ladder up to more and more things that you’re passionate about that are important to you when you play a little bit bigger. Now, let me just say, asterisk has to be your goal. It can’t be your parents’ goal, your spouse’s goal, your culture’s goal, your religion’s goal. It has to be something that lights you up. Mm-Hmm. . And that will sustain you in the dark night of the soul when you have failed, when things haven’t gone your way. It’s really important that you have intrinsic motivation to use the big, fancy word because that’s what keeps you going when it’s extrinsic. When it’s about money, status, power, somebody else’s approval of you. You don’t have what it takes to pursue and accomplish big goals. Mm.
AJV (07:37):
You know what I, what I love about what you just said is like, what I heard is that big goals take work.
CM (07:46):
Oh, what a concept. do. I have a lot to say about that.
AJV (07:52):
You know, and it’s, I think a lot of people want big things, but they don’t wanna have to do a lot of work.
CM (08:00):
And that has really changed in, in the last few generations. That’s a piece of what drove me towards this book because I raised three wonderful adult children, and I happened to be raising them during the self-esteem movement when we were told as parents, tell your kids they’re winners. Give them trophies even if they don’t make the team valedictorians, were taken out of school. Playgrounds were dumbed down so that nobody could get hurt, comfort animals for all. I mean, I gotta tell you, the whole world became a dumbed down bubble wrapping of this generation. And so for many of them, the first time that they get any real honest feedback about who they are, this grades are so inflated that’s been proven is when they get a real performance review in the workplace. And for some, it’s like, what do you mean I didn’t exceed expectations by showing up?
CM (08:57):
I mean, whatcha whatcha saying? So yeah. So I think this concept of doing hard things was filtered out of society and not just in the United States. Really everywhere. It was a movement that swept the world. And there’s always pockets of exceptions there, there athletes, they’re Eagle Scouts. There are people who pursue, you know, passions. They start companies. They have, you know, instruments that they play. However, there was a zeitgeist, there was a cultural revolution against doing hard things because you’re not supposed to be stressed. And in the process of removing stress from our children’s lives, we didn’t make them resilient. They didn’t develop grit. So I wrote a book called Getting Grit that came out in 2017 because I really wanted to talk about the fact that I cultivated grit when I set the biggest goal of my life in my early twenties to, to save my own life.
CM (09:50):
I had bulimia. And it was a time when there was no cure, no hope you were gonna be bulimia for the rest of your life. If you made it that long, you’d probably lose your teeth. You probably wouldn’t be able to have children. I mean, it came with all kinds of side effects, but it was hopeless. And I decided I wanted to live more than I wanted to die, more than I wanted to chase an image of what my body could possibly look like if I got good enough at this bulimia thing. But I lost everything. I lost, I lost my sport. I, I lost piano. I limped through Harvard. I’m not sure how I got through it, but I did. And I hit my left bottom at 21 and decided I wanted to recover. My parents who didn’t know about it, nobody.
CM (10:33):
It was my goal. And because of that, I cultivated grit One day at a time. I failed. I failed, I made mistakes. But you know what? I kept getting up and I had this big passionate goal. I wanna live and I wanna survive ’cause I must have more to give to this world than my swimming times and my SAT sports and I survive. And I wrote a book called, my Name is Caroline. That really set me on a course of sharing how you have a big dream like recovery or going to the moon or living in a foreign country and, you know, pursuing a dream job there, how do you do it? And I decided that in order to cultivate grit, you have to have certain qualities that are not inborn, but you have to decide. You wanna work hard and have passion, and have persistence, and have patience and have humility and all the qualities that go into it. That’s what it takes to achieve big goals. And we all should have them, but we should all know, going back to your point, work is involved and it’s gonna be hard. And that’s just the way it is.
AJV (11:42):
So I wanna talk about that for just a second in this, you know, concept of setting pit goals. Because inherently that means you’re doing something you’ve never done before, which is, is gonna require you to learn things you don’t know, try things you haven’t tried, work with people you haven’t met. There’s a lot of that Right. Associated with that. Yeah. So a question that I have is, I would imagine, and I’m pretty certain many people struggle staying motivated when tur when working towards big goals like this. And so, mm-hmm. I would be curious to hear from you, like what are the, some of the strategies that you’ve uncovered or even some of the science and the data of how do you drive and resilience when you’re trying to achieve something that’s real hard?
CM (12:29):
Well, this goes back to the secret I promised I’d share with your listeners. Okay. It’s all about goal setting theory. So I was introduced to goal setting theory when I went back to school. I went to the University of Pennsylvania to get a master’s degree in applied positive psychology. So it was the first 33 people in the world to get this degree in the science of happiness. And in assignment that fall 2005 was goal setting theory and Lockman latham’s goal setting theory is ranked number one of 73 management theories. Number one, never a replication crisis. None of these challenges that exist for so many theories. And it divides goals into learning goals and performance goals. And it’s simple and elegant, but if you get it wrong, you can really screw up businesses. I mean, it can cause businesses to fail. It can cause you to disengage from your goals.
CM (13:18):
My recovery from bulimia was a learning goal. And so whenever you’re doing something for the first time, maybe the world’s doing it for the first time, you have to give yourself the grace of learning the skills, finding the right people, learning how to make the best decisions learning how to have resilience and grit as you fail and get up and have hope. And so you have to set those metrics in the process of having a learning goal to tell you, I’m going in the right direction. Because goal setting theory says you have to have feedback. You have to have the kind of feedback that tells you that you’re on the right track, you’re doing the right thing, this is going well, or it’s not going well. And then you pivot. And you always have to have the humility to be teachable by the process of pursuing goals. But also because you have the humility to have people around you who are your board of advisors, and you listen to them and you trust them and you seek their advice. And ca counsel, because something called stupid grit is when you don’t have any of that and you’re sure you know how to do it, and you’re just gonna bulldoze your way to whatever the outcome is that you think is the right way to go with the strategy, you’re sure it’s gonna help you.
AJV (14:30):
Mm. And I, and I, and I love that it’s like the difference between a learning goal and a performance goal and learning is realizing, Hey, I’m doing this for the first time. Yes. Or be some trial and error. There’s likely gonna be successes and failures. It’s gonna be one of those, like I take two steps forward, take five steps back. Right?
CM (14:51):
Right. Like
AJV (14:51):
That. I think that’s a really good and helpful kind of this way of even going like, Hey, am I, as I’m setting goals, are these learning goals IE first time things? Or are these performance goals which are right improvement? Is that a a good assumption?
CM (15:07):
Yes. So I, in the book, in big goals, I call them checklist goals because these are things like recipes. You’ve done them before and there might be a way to fine tune the recipe. Maybe another teaspoon of sugar is gonna make the banana bread taste better. But performance goals are things where you can reliably say, if I follow these steps and I do it in this order in which I’ve gotten the best outcomes before I can expect this outcome by this date. So there are lots of things that we do that we’ve done before. And what we need to do when we set out to, you know, pursue learning goals or performance goals, is first ask ourselves what’s new? If it’s a performance goal, a checklist goal, what’s new? What’s come out in artificial intelligence, or what’s new in the world in technology that I can use to actually use this checklist goal, this performance goal to get faster, better, stronger.
CM (15:58):
I’ll give you an example from the Paris Olympics. There were nine swimmers from the United States in the Paris Olympics who were training with something called digital twins at the University of Virginia. And so the fast suits are gone and poach have really expanded as much knowledge as they can have at the moment to train these elite athletes. But they found that you could create a digital twin of yourself doing the perfect stroke, perfect streamlining coming off the walls with no friction or drag with your head. And what they found was they compared the current swimmer with the perfect digital twin, and they would use the digital twin to make little tweaks in their strokes. I’ll just give you an example. Kate Douglas set a world record and won the 200 meter brushstroke with the digital twin training. And so for a year and a half, she worked on moving her head just like half an inch because the computer model said, you do that, you’re gonna set, you’re gonna set lots of records.
CM (16:58):
So it’s work. So that’s a performance goal. She knew how to swim, she knew how to train. She, she had to coach, she had the teammates. But this digital twin was new. Learning goals. The first thing you have to do is flatten your learning curve as fast as possible. Not, oh, I’ll just do my best. And I’ll see how it goes. It’s where am I gonna get the knowledge? Who do I need to meet? Is this knowledge on YouTube? Is it in Wikipedia? Is it in a book? Is it in a documentary? Who’s doing it really well in the world? And I can study them by reading a biography or whatever it is. And that’s how you eventually turn learning goals into performance goals. And this is the biggest mistake being made in the workplace right now. And I’ve been all over the world. I’ve worked with lots of companies, everyone’s setting goals. Nobody is using goal setting theory, but they all have fancy productivity dashboards and they’re paying a fortune for ’em. And I am mystified that the number one theory, the number one theory with decades of rigorous scholarship behind it is still unknown by most of the world. And most of the world is setting goals. And I’m gonna, I’m fixing that with the book. Big Goals, goals. I had to, we’re in a dire situation right now, partly because of Covid, but that’s another point I can make.
AJV (18:14):
Yeah, I know. It’s interesting. In my prior life for prior to Brain Builders Group, you know, I was a sales consultant and I did that for 14 years and all, all I did was monitoring performance metrics and word performance metrics. Right? Never once or did I come across what would be considered a learning goal. These were all,
CM (18:36):
Wow,
AJV (18:37):
All performance goals. Mm-Hmm. it was how do you do more of it or do it better, but it,
CM (18:43):
You don’t know how to do it,
AJV (18:44):
Right. It was, I never heard that, ever. Right. Never saw it. Think about dashboards. And so can you just give the audience like a tangible example of like, what, what would it look like on paper to have a learning goal versus a performance goal? Like what, what would that sound like in like real world?
CM (19:04):
I have so many examples I could give you. I’ll just give you one of my, one of my clients who was a superstar working in a big department store system. She had risen as high as she could and she knew how to do her job and she always did it well. She got lots of awards, bonuses, you know, stars on the wall, et cetera. And she had a dream of being an entrepreneur. And there was this very specific kind of company she wanted to start. So she got money from family and friends. She used all her bonus money and she launched this company. And by the time she found me, she was about to throw in the towel on her big bowl, her big dream. And here’s what she said to me, Caroline, every Monday morning I dial into a mastermind group and we all announce our goals for the week. And, and mine are always aggressive because that’s the way I’ve always operated. It’s always worked for me. Big goals. And then by Friday we’re, we call back and, you know, we talk about our progress. And every Friday I’ve failed at all my goals. And I asked her one simple question, I’ll, I’ll make up a name. Natalie. Natalie, how many of the goals that you’re announcing on Monday for this new business, this entrepreneurial business, are things that you’ve done before?
CM (20:12):
Yeah. And she thought about it and she went, none of ’em. I’ve never opened, done Shopify. I’ve never put booths together. I’ve never gone to trade shows to sell things. I’ve never walked into pet stores to try to sell this. I’ve never done any of these things, but that doesn’t matter ’cause I just work very hard and I should be able to do all these things. And I said, eventually you can. But what you did was you assumed that you could perform and have outcomes that you wanted by Friday or the next Friday or whatever, without giving yourself the grace of learning these things. You haven’t gotten a mentor. She was very proud. She hadn’t gotten a mentor, she hadn’t worked with a small business administration. She hadn’t taken on the time and the willingness to learn all the things that were the fundamentals. So on paper, what does it look like?
CM (20:58):
You know, she had to learn Excel, she had to get a mentor, she had to build a budget, she had to find an internet consultant who actually put Shopify on a website. She was trying to make her own website. I got, I could go on and on and on. But whenever you are superstar, you’re doing really well in one department of life and you try to go to another department, but you’ve never, you’ve never done those things before. You’re just thinking, I’m a high achiever, I can do it. You’re setting yourself up for failure, disengagement, depression, feeling overwhelmed, and then coding yourself as someone who just can’t do those things. And we live in a quick fix society, and this is common. We want instant results. And we think that we can just transfer hard work from one area to hard work in another area. It doesn’t work like that. Goal setting theory breaks it out beautifully.
AJV (21:45):
I love that so much. And you know, what I love about that so often is that so resonates with so many of the conversations that we hear at our company, brand builders group about people come in and they, they have big, big dreams of, yeah, I want to rock and launch a New York Times bestselling book. I want to build this coaching program. I want to impact a million people speaking on stages. I wanna do these big things. And when all of those haven’t happened in a year, they’re like, I failed.
CM (22:15):
I’m just, you failed. Blame it on you then , right? It’s like,
AJV (22:19):
No that those things take time, right? There’s, you know, there’s a process, there’s a, there’s a system of, back to what you said, it’s like we expect all these results and we don’t Yeah. Actually give credit to what you have to learn and the process to get the results. And those are
CM (22:39):
Right. And how do you learn? Those are perfect examples. And sometimes what we do is we deputize, we hire a company or we go to some guru and we think, well, that person’s gonna give us all the secrets and if we just work with them, it’ll all just magically happen. There’s always work involved. And what I’m sure you’re describing is the process of learning the steps on the way to being able to accomplish these things. And what do you do? You study exemplars of success in whatever that area is. And let’s say it’s a woman who wants to make a, you know, make it, make it big on a stage. And all she’s studying are men who’ve been able to do the same thing. That doesn’t transfer either. And we’re just now realizing that age agentic women have to operate differently from men because women get penalized for displaying that kind of behavior.
CM (23:30):
So you have to make sure that the role models, role models you’re studying look like you, sound like you, maybe they’re from your culture and that what worked for them will work for you. So often what we see is somebody on YouTube or on Instagram or whatever, saying, well, this is how I lost weight, or this is how I built my business, or this, this, this, this, this. And we think, ’cause it worked for them, it’ll work for us. Stop and ask yourself this question. Will it work for me, my learning style, the kind of money that I can invest in this? Mm-Hmm. , you know, the way I see the world. And people don’t do that. We don’t ask enough questions. So in the book, I start with goal setting theory, which really is the engine. It’s the engine of all goal accomplishment. And I’ve spent 20 years assembling the best research that you also have to know and understand.
CM (24:18):
And it’s the how, how are you gonna accomplish these goals? And my acronym is bridge. You start with brainstorming a certain kind of brainstorming. You go to the relationships. Who are the people? Who are the people who have to be with me on this journey? And who shouldn’t be with me on this journey? Who’s gonna be negatively contagious? People don’t ask themselves that question. What kind of investments do I have to make up time, energy, money, character, strengths, whatever. Here’s a big one. Decision making. People don’t understand their own decision making processes. They’ve never done, for example, a noise audit on the noise that has entered into the decision making. And that’s Danny Kahneman’s work on. And it’s bigger than bias. What kinds of decisions are we making when we’re impacted by the north in our lives? And then grit. Good. Grit is the G.
CM (25:06):
How do we cultivate grit if we’re gonna need it? It’s a big goal. We’re gonna need it. And then excellence. What are we shooting for? Not, which cannot be measured, cannot be achieved, and vice versa. And you can’t hit a target. You can’t see, you have to set a standard of excellence for your big goal. And I’m gonna go back to lock and Latham. The best results for both learning goals and performance goals are what’s called challenging and specific past my fingertips. Stretch your arm out. That’s challenging and specific. So that’s what we’re shooting for. So you always have to go through that, that rigorous strategy building before you get going. You skip a step, you’re gonna have to go back anyway, so you might as well do all the work at, at the very beginning.
AJV (25:46):
You know, it’s the, so in parallel to what we teach at Brain Builders Group, ’cause we’re a strategy firm and we go strategies like the architectural blueprint where you wouldn’t start building a house until you had a solid detailed, you know, well-defined plan. And you don’t start building up until you go down. Right? Yeah, yeah. And
CM (26:07):
It’s gotta lay the cornerstone.
AJV (26:09):
People like to skip through strategy, they like to hurry through it ’cause it’s not the fun stuff. Yeah. it’s, it, it’s the hard stuff, right? It’s the stuff that feels like no progress is being made. However, when you do it right, everything else allows to go faster. Now, you have said something a couple of times, and I’ve jotted this down. You mentioned the swimmer with her team and her coach. You’ve mentioned mentors and coaches and role models. I am assuming that the people component of this plays a role. So I’m just curious, like when, when you’re looking at big goals, like what is the people component and, and probably specifically accountability, right? How much does that really play in? And I love what you said, it’s like you gotta pay, pay attention on who should come along for the journey and who shouldn’t. Like who’s positive, who’s negative. So how do you decide like who should come along and what people I need and what accountability support that’s required?
CM (27:10):
Yeah. Big question. Important question. So Shelly Gable at the University of California, Santa Barbara did research that found that when you share a big goal or dream with somebody, there is one way to respond that tells you that that person has your back and wants you to succeed. And that research finding is this, if they respond with curiosity and enthusiasm called active, constructive responding, that person just signaled to you that they’re gonna be with you to celebrate, to pick you up. When things aren’t going well, they’re gonna check in on you. Those are the people you wanna surround yourself with. There are three other ways to respond, but they’re all negative. But that’s what you’re looking for. So you’re looking for accountability. That’s one. You’re looking for people who support you. You are looking to isolate yourself from the negative contagion. And I wanna say something very special about women.
CM (28:02):
Women make massive mistakes in this area. What women do is they surround themselves with frenemies friends who are enemies. Because the research shows that 84% of women do this because they don’t want anyone to think they’re not nice. And so women endure a lot of what I call incoming fire. A lot of microaggressions, a lot of comments about passive, passive aggressive. Oh, why do you want a goal that big? Are you gonna see your children enough? I mean, I could go on and on and on, but there’s a robust set of studies at, its kind of sickening when you look at them showing that the number one detractors of age agentic women are other women. It comes from men too. And a recent meta-analysis found that the one area where women have made zero progress since 1940 in other people’s eyes in the workplace is in being goal directed.
CM (28:58):
And nagen, we’ve gone up in terms of being seen as competent and warm and communal. But when it comes to being ambitious, this is where we pay a social penalty because we’ve violated stereotype norms. And this is the hidden hand, I believe that’s holding women back. I truly believe it’s holding women back. So the answer to that is every woman should be in a mastermind group, a self formed mastermind group that is full of people who have proven through active, constructive responding and other methods along the way that tell you, this person is really here for me and I wanna support this person as well who meet monthly. Maybe it’s virtual, maybe it’s in person, doesn’t matter. But you must be around a team of people who believe in you because then we have more hope. It’s, it becomes bidirectional and we develop this upward spiral of wellbeing.
CM (29:53):
We become more creative, we take more risks. We’re, we’re happier. I could go on and on and on. And men are more transactional. It’s just a fact. Men, men develop the kinds of relationships where you get a piece of pie that means I get a piece of pie. Let’s all have pie. You know, unfortunately women have been socialized and wired to think you got pie. That means I don’t get pie, so I’m gonna take your pie. Or I’m gonna tell everyone that your pie is terrible. Or some version of that. And I’m not being general, I I, I vowed not to speak about this part unless I knew the research called because everyone has an N of one. Everybody has their own experience. I have all the research to back what I’m saying. And that makes a difference. So you must know who has your back, who’s who do you need to learn from? Who’s gonna be your accountability partner? Who’s gonna be your coach? Who’s gonna be the people that you pay, who have the knowledge or the training or the skills to teach you how to be on stage to teach you how to do social media, et cetera, et cetera. Or you delegate Mm-Hmm you must find people you can delegate things to. And that’s been important to me as I assembled my team, is I have to be able to delegate wisely and well to superstars in their own lanes in life.
AJV (31:02):
Yeah. I think that’s so good. And I think so much of that kind of comes back to even some of the other interconnected parts of, you know, all of your expertise and experience just around positive psychology, right? Yeah. It’s like doing big things requires you to be around people who believe you can do big things, right? Right.
CM (31:21):
Yeah. Because it gives you hope. And I have to say this too. So my, my fifth book, creating Your Best Life was the first book for the mass market that brought this brand new at the time, Meta-Analysis out that showed that all success with all goal is proceeded by being happy first. So we’re talking about all goal, professional goals, personal goals, relationship goals, religious goals, whatever the goal is. You must be flourishing first. You don’t have to be happy Dappy, but you do have to be content serene, joyful, you know, flourishing because it sets you up with all of the chemicals and all of the mindset and the outlook to actually attract other people to you. So you build relationships, you take in more information from the environment, you’re more optimistic. I mean every good thing happens when you’re flourishing. When you’re cynical and pessimistic.
CM (32:17):
It’s the absolute opposite. But the first step in any strategy session is, are you flourishing and do you know how to flourish? And when was the last time that you were a seven or an eight on a scale of nine, you know, one to 10. And what did it take to get you there? ’cause We know from positive psychology, there’s several positive interventions that work for everybody. Hmm. And we might as well know what they are. But then we all have some of our own that might be hybrids of some of those music, you know, being with the right people, gratitude practices, prayer, yoga, meditation, journal writing practice of forgiveness. I mean, there are a few things that work for everybody and we better know what ours is and boot ourselves up every day. ’cause It’s our job to do this. The Happy Fairy is not gonna fly through the window every day and make you happy.
CM (33:04):
It’s work too. This is all work. And guess what? Work is not a bad word. Work is something that’ll make you proud at the end of the day. In fact, lock and Latham found when they studied the Pope Wood Association in this, I think it was the 1970s, they found that loggers who knew how to cut down trees the minute they said, go cut down like 10 more trees than you’ve ever cut down with this logging crew that you’re familiar with. And you all have the right tools. So you know how to, there’s nothing left to learn, but go cut down more trees than you’ve ever cut down. Suddenly there was a sense of pride. Mm-Hmm. in what they were doing. Their jobs had more meaning and, and they did better. So we always wanna challenge ourselves because it’s doing those hard things that make us proud of ourselves.
CM (33:50):
But I could really go on a rant about this, but this is the way we all need to live. Because as we come out of the Coronavirus Pandemic, which is a black swan event, just like what preceded the Renaissance, which was also when things became more evidence-based art, science, music, education, all of it became more evidence-based. That’s where we are. And we ought to embrace evidence-based goal setting theory because we are in a renaissance right now and the train has left the station and you better have a guidebook for all the evidence-based practices that we know make a difference in success.
AJV (34:24):
Hmm. And you know, I think that one of the most significant things of just like that was like an aha in my head is this idea. It’s like in order for you to set and achieve big goals, you have to be in a good place.
CM (34:36):
Yeah.
AJV (34:37):
You know, you gotta be in a healthy, happy state of mind of Yeah. You know, otherwise, you know, you know, and it’s like, it’s like before you even begin that venture, it’s like, Hey, do I have the right would? You said the seven, what did you call ’em? Positive,
CM (34:55):
Positive interventions. Interven.
AJV (34:57):
Yeah. Yeah.
CM (34:58):
And they’re, they, they tend to work for almost everybody depending on whether you’re an introvert or an extrovert or wherever you’re located. Some might work better for some people than others. Sometimes your first interaction with something like mindfulness or meditation, whether or not you fall in love with it and it has an impact on you predicts whether or not you’re gonna kind of continue to do it. But I have zest, that’s one of my top character strengths and I’m a master swimmer and I get up at 4 35, whatever it is, and I go swim with people. I like them. We work hard. And so by six 30 the hardest part of my day is over. Yeah. We know that rigorous exercise is positive intervention. And if you start your day with that, the rest of the day is a domino effect. It’s just easier. Everything’s easier. But you’ve booted up your chemicals, you’ve booted up all of the testosterone and all of the emotions and the oxytocin, everything you need for the day to be better, be better. The exercise, I think is the best way to start the day. Maybe meditation rivals it, but I haven’t done anything better than exercise.
AJV (36:02):
Yeah. I love that this came up because I literally, this morning at like 6:45 AM I was talking to my husband ’cause my business partner and he’s traveling, so I’m just, me and the kids are home. And I got up extra early to do like my devotional some reading. And and I had, that’s one thing that’s really important to me is my morning routine. And I always get up, I do my devotional, read the Bible I do some sort of like book that I’m reading and then I go on a very fast paced, rigorous walk and it’s about five minute I wear my weighted vest and it’s just kinda like, ah. And he’s been traveling a ton the last few weeks. And so I haven’t had the opportunity to get in my walk and I him this morning, literally this morning, I’m like, I’m in a funk because I’m not getting my morning walk. Yeah. And he would, it’s so funny you said that. I literally had the same thought and I was like, you thought wow funk because I’m not. He goes, yeah, I guess he goes, because I have noticed you’ve been a little off schedule. And I’m like, yes. I put two and two together literally this morning that I am off schedule with my walks and I am in it. Yeah,
CM (37:13):
Yeah. No, it’s true. And I’m so impressed with your routine. I just got waited best myself so I know what you’re doing and that’s impressive. But you found your routine and you intuitively, I’m telling you now, the research is matching what you’re doing. You’re booting up your wellbeing probably to the highest level of the level that you were born with. We all have a set point, so we have a range. So you’re probably getting about as high as you can get or at least close to it. And that wellbeing is the rocket fuel of success with goals. Yeah. And so to start the day that way and to feel better and to just have everything pumping in the right direction is the way I think most people should consider making at least one change to their lives. Because if you wanna succeed at your goals, start here. Yeah. Start with upping your flourishing. It’s like what are the ways to do it? It’s
AJV (38:02):
The pre-work, right? You gotta do the pre-work. Yeah. To be in the right place, to do the right things, to hit big goals.
CM (38:10):
I think so. I mean, at least that’s what the research shows. I, I am completely evidence-based. I really do believe that there’s so many opinions out there and I’m trying to kill off zombie goal approaches ’cause I can’t stand anymore. These, these approaches that won’t die like smart goals. That’s not science. In fact, it’s detrimental to have smart goals. ’cause When people use r for realistic, that’s a violation of goal setting theory. You don’t set realistic goals. Those are what’s called low goals. But there’s also something called jargon, mishmash syndrome. And smart goals falls prey to that because S-M-A-R-T means a lot of different things depending on where you are. The M and the R and the A can all mean slightly different things. So smart goals is in science, law of attraction definitely isn’t science. I’m sorry. But if you want it and you write it in lipstick, uhuh, it doesn’t work.
CM (39:08):
Now maybe a vision board is gonna prime you. That’s real science. A a vision board can make you think goal directed thoughts and everything that matches that thought can be sticky and could stick to you. But you got, you know what, we have one life, one life to go pursue our dreams and to make a really positive impact on the world with what we do and how we do it. Use goal setting theory and then add my bridge methodology on top because I’ve been testing it for 20 years. The only thing I have found that includes all of the science that really makes a difference on grit and resilience and mindset and motivation every in relationships and character, strengths and happiness. The only thing I’ve ever found and work it, learn it, work it. I have so many worksheets in this book so that people can practice.
CM (39:55):
But I think this is the most important book I’ve ever read. And I’ll say one more thing as a mother, because I I know you’re a mother. My children have all lost friends to suicide. And my husband and I didn’t lose any friends to suicide growing up. And I know that there’s suicide clusters and suicide contagion and we live in an anxious, depressed world. And it’s become harder for this generation to survive difficult times because they want things to pass so quickly. Now this is a real simplification, not all suicide, it’s because of this. But I really do believe that many of the people we’re familiar with who’ve taken their own lives. They had big dreams and they were hitting stumbling blocks. One young man, we know it was online gambling and he had lost money and he was hiding it from his family. And, and there’s shame. But if you have a big dream and you want to accomplish goals, there is a way to make those goals happen without just wishing for it and hoping for it and thinking you’re gonna have some quick get rich scheme come at you from YouTube, do the work because it pays off.
AJV (41:09):
You know, I personally cannot relate more to this message because it’s a testament of hard work actually makes you feel better.
CM (41:21):
Yeah. It does.
AJV (41:23):
It like a gen like when you know that you just laid it on the line regardless if you win or lose. Yeah. It’s like, man, I just laid and I it feels good. And part of what feels good is the amount of practice and preparation and learning. And that came through the process of regardless of what happened and you started this interview with this. And then I know we’ll wrap it up, but I thought it was so interesting because I was right before this like self-esteem generation and we didn’t get trophies for showing up. Like my, my dad’s an entrepreneur of alum, a lumber company and it was just very, to earn it right. It was like his dad was a genuine lumberjack and it was just a very hard work work culture and I’m so grateful for it. Yeah. But my kids are in this soccer league and this is so funny that this is coming up. So at this last Saturday, it was their final game of the season. Right. And he’s like, I have five and seven year olds, they’re littles. But at the end it’s all up to the coach’s discretion of like, does he hand out a little trophy or a little rib or anything? And on my five-year-Old’s team, the coach didn’t hand anything out.
CM (42:37):
Oh wow. And my Oh wow.
AJV (42:40):
My five-year-old said, mom, where’s our trophy? And I, he, he was looking at the other ones and I looked at my husband, I was like, they didn’t hand out it like a ribbon or a trophy. And we literally looked at each other and they’re like, well, did he win anything
CM (42:55):
? And we like, no, no. And
AJV (42:57):
It was like, we literally had, and my husband was like, you think we should like buy one off of Amazon? And I was like,
CM (43:01):
No. Oh my gosh, no.
AJV (43:03):
And it was like, we literally had this debate and we both had to like gut check ourselves of going, yeah, what does he need a Ruben for? What’s he gonna do with the trophy? And it, but it was like this like instinctual thing of like, what? And then we both like came to our senses and we’re like, no, he didn’t win anything. He played a five-year-old soccer league. No, we’re not, he usually
CM (43:23):
Has a mercy rule. They stop keeping score ’cause they don’t wanna hurt anyone’s feelings.
AJV (43:28):
That’s not the case with our kids. Our kids make us the scorekeeper. So we have to tell every ah,
CM (43:34):
Interesting
AJV (43:35):
12 to one .
CM (43:37):
Yeah.
AJV (43:37):
They, it was a really interesting thing. And we told our 5-year-old, I was like, Hey bud you know, they don’t technically keep score here. There is no champion. There is like no, like championship. And he goes, but we won. And I said, we did technically win, but . And it was like this amazing
CM (43:55):
Conversation
AJV (43:56):
To have with him. Interesting. And after at the three minute, like, well, you know, technically da da da da. And he was like, okay. And off he goes,
CM (44:05):
Ah. And it was like this, that’s a great story.
AJV (44:08):
And it was an aha moment to me and my, I’m like, the only reason it even came up to him is he saw it and as soon as he realized, oh, like there’s a process to how you win these. He has now asked us since Saturday, what do I have to do to win one of those trophies?
CM (44:24):
No way.
AJV (44:26):
Multiple times. And so now he’s got a goal. He wants a soccer trophy and we’re, we’re, we’re practicing out in our backyard. And, but it was an amazing revelation of if we had just given it to him, yeah. It would’ve destroyed this inner competition, this inner drive
CM (44:45):
Incentive incentive to work or something. And now
AJV (44:48):
What do I have to do to win one? I’m like, well, you have to be in a league that keeps score and you have to like try out. And he’s like, now he’s like, okay, okay, okay.
CM (44:57):
Wow. You know, it’s interesting because the research finds that even children who are given an award or a reward that they haven’t earned, they know and they devalue what they’re being given to. They know there was nothing that really went into it. And that’s what’s so fascinating to me. I have a a, a story very similar to yours where we joined a swim league and the team had gotten rid of the record board even though three Olympians had swam there in the seventies, eighties and nineties, and had gone on to win world championships in the Olympics. Seventh in the Olympics. One of them too. And we, we were like, what did you do with the record board? Well, we hit it. We hit it because the kids would be so discouraged if they saw how fast they’d been before. Well I, they made me the, a rep and I had the biggest record board ever made for summer swim teams made in Austin, Texas.
CM (45:52):
And it was sent to us in Bethesda, Maryland. And the, we invited these three very scary men back and we had this big party Breakfast of champions. And that record board is still the talk of the entire swim league, which has produced lots of Olympians. First thing kids do when they arrive at a swim meet is they go stand in front of the record board. ’cause Like your son, people long to know what does it take to be elite? Mm-Hmm . And they prize the work that goes into it. And we cannot rob ourselves or our children or other people of the process of getting there. And if we’re honest with them and we lay out the steps and you can measure that, you know, you’ve given people the keys to the kingdom and that’s what life’s all about.
AJV (46:38):
I mean, genuinely like just even having this conversation at the same timing of this like little soccer league wrap up has been also I think a really big testament. Not just to us who have teams and employees or just even us as an individual setting goals, but I would say specifically as a parent, it’s like, don’t rob your kids of hard work.
CM (47:01):
Yeah. No, it’s true
AJV (47:03):
Of hard work. Don’t try to make it easy for them. It’s like there is power and the grit and the perseverance and the resilience. How else do we learn that stuff,
CM (47:13):
Right? Well, you don’t, you can’t, you can’t buy it. You can’t chant it. It only comes this way. And the other thing is we have to show them that we are resilient when bad things happen to us, when we don’t get the job we want, when we’re fired, when you don’t get a book contract, when you get bad speech reviews, whatever it is, kids need to see that you too are resilient and that there’s mom and dad and they survived it. My gosh. You know, I bet I could survive not making the travel soccer team or whatever, not being the lead in the play or not getting an A on everything. That’s our responsibility as parents, even though you might as well take a knife and just plunge it right into my heart. Because watching your children not succeed or get what they want is heartbreaking. But to this day, my three adult children, the absolute best things that ever happened to them in life, in life that had the best outcomes were the worst things that happened to them. And you know what they survived and boy, what a lesson. Not even just to us, to them it made them all better. Men and women.
AJV (48:16):
Yeah. This is so good. Thank you so much for coming on. This has been so insightful and just chock full of day backed reasoning on importance of setting big goals. Big goals comes out November 27th. Yeah. Grab a copy at anywhere where you buy books check it out. But then also if you go to big goals book.com, if you pre-order the book, then you also receive a 20 a page PDF workbook to help you through this process. Yeah. So go to big goals book.com, get your copy. Comes out officially November 27th. Caroline, thank you so much for being on the show today. And y’all, thank you. You guys wanna connect with Caroline? Where should they follow you online? What’s the best platform?
CM (49:05):
I, I think LinkedIn. Linkedin, Caroline Adams, Miller. But I’m on Instagram and Facebook, you know, I have a social media team that keeps me active, but you know, and then my website, caroline miller.com.
AJV (49:18):
So I would just encourage go to your platform of choice. Go to caroline miller.com, LinkedIn, Facebook, Instagram pick your platform of choice, but grab a copy of big goals to help you have a life changing year next year. Thank you for being on the show. Everyone else, stay tuned for the recap episode and we will see you next time on the Influential Personal Brand.
CM (49:40):
Thank you.

Ep 547: What Most People Get Wrong About Personal Branding | Jamie Hess Episode Recap

RV (00:06):
Welcome to the Influential Personal Brand podcast. This is the place where we help mission-driven messengers, just like you learn how to build and monetize your personal brand. My name is Rory Vaden and I’m the co-founder of Brand Builders Group, a hall of fame speaker, and New York Times bestselling author. And this show is to help experts learn how to become more wealthy and well known. I know you’re gonna love it. Thanks for being here. Let’s get started. There’s
RV (00:34):
A great irony and personal branding, great irony. And the great irony is that your personal brand is not about you. It’s not about you. And the reason some of you are reluctant to go all in on this and is because you go, ah, I, I don’t wanna be vain. I don’t wanna be braggadocio. I, I don’t wanna try to look like I’m trying to be famous. That’s when you’re thinking about yourself. But you don’t do that when you’re thinking about helping other people. When you think about helping other people, you go, who’s out there that has something to learn from me? Who can I teach? Who can I add value to? See, a great personal brand is not self-centered. A great personal brand is service centered. It’s not about how does my outfit look? What do I look like on camera? Is the audio perfect?
RV (01:21):
Sure, we wanna work on those things. But is that what it’s about? No freaking way. Not even close. You don’t break through the wall because everything is perfect and pristine. You break through the wall ’cause people trust you. They trust you because they can see that you care about them. They know that you care about them. ’cause you’re doing things to help them. You’re adding value to their life without asking for anything in return. That’s the power of the digitization of your reputation. That’s the power that’s available today more than any other time in human history. It’s easier. We all have access to it. The only thing holding you back is the crap in your own head. And that’s the part we gotta get past. Because you know, and, and I wanna tell you like don’t focus on monetizing everything. Don’t be so focused on like, I gotta make a bazillion dollars for this ’cause I, money is good. We like money, but we say we serve mission driven messengers. We, we care about money, but money is subservient to the mission. We care about revenue, but revenue is subservient to reputation. We care about income, but income is subservient to impact. Because when you are selling, there are wins and losses. When you’re selling, there are wins and losses. But when you are serving, there are only wins.
RV (02:36):
When you are serving, there are only wins. You cannot lose. You cannot lose. You only win. You only get value. You only get goodness. You only get referrals. You only get trust. And I’m telling you, sooner or later you will get money too. You can throw yourself fully into serving other people. Who should you serve? The person you once were. ’cause you’re most powerfully positioned to serve the person you once were. So the challenge is, or the question is, what challenge have you conquered? What obstacle have you overcome? What setback have you survived? What tragedy have you triumphed over? What problem have you solved? What path have you been down that you can help other people? That is where you win. It’s not followers, it’s not money, it’s not any of the va. How many books do you sell? What promotion you get, what your title is, it’s the service of the other people.
RV (03:28):
And you can do that for free. You can do that right now. Nobody can stop you. And what’s amazing is something new, shows up your highest self. The payoff is your highest self. Your highest self is to be your highest value to others. And that’s what it takes to break through the wall. It takes passion, it takes concern, it takes care. It takes confidence. It takes somebody going. What breaks your heart? What you off? What makes you sad? What makes you cry? What is the thing you look out in the world and you go, I’m not okay with that. I’m not comfortable with that. I won’t allow that to happen on my watch. ’cause I can do something about that. And I believe that that is God’s divine design of your humanity. That you, the things that break your heart, break your heart for a reason. Because you were created to do something about that problem. You were created to serve that person. The heartbreak that you experienced was the very vehicle preparing you to do the purpose of your life, to be the person that you were created to be. And the only reason you wouldn’t listen to that is because of fear. And there, and there’s only fear one time when you’re thinking about yourself. Fear is such a self-centered concept. But there is no fear when the mission to serve becomes clear. There is no fear.
RV (04:55):
So find the person, find the problem, create the focus. Go out and serve the person you once were and become every single thing you were meant to be.

Ep 546: Secrets of Securing Brand Deals with Jamie Hess

RV (00:06):
Welcome to the Influential Personal Brand podcast. This is the place where we help mission-driven messengers, just like you learn how to build and monetize your personal brand. My name is Rory Vaden and I’m the co-founder of Brand Builders Group, a hall of fame speaker, and New York Times bestselling author. And this show is to help experts learn how to become more wealthy and well known. I know you’re gonna love it. Thanks for being here. Let’s get started. Whoever says you don’t make real friends on social media is lying to you because I do occasionally, not that often, but occasionally I do make real friends online, and that is the case with the woman You’re about to meet Jamie Hess. Technically we met on Instagram and it’s because we have lots of mutual friends already, right? And as soon as I came across her profile, or she came across mine, I’m not exactly sure.
RV (00:58):
We just started messaging and I was like, oh man, she’s so cool. She has such a fascinating background and such an important specific skillset that we’re gonna talk about today. So, first of all, so Jamie is a wellness entrepreneur. She’s a mindset coach and a media personality. And she’s the host of a podcast called The Gratitude Ology Podcast which has been featured on the Today Show. She created a, a, a very popular Instagram account, which we’ll talk about in her story, and that led her to really becoming like a content creator. So before that, she worked in media pr she was a marketing expert, did a lot of brand stuff, which is, you know, obviously what we have in common. But she was working in more like the corporate environment with McDonald’s and GM and LinkedIn and Barry’s Bootcamp and, and the W Hotel, which is one of my favorite hotel chains.
RV (01:49):
And then as she moved into becoming a content creator, she, one of the things that she talks about is securing brand deals and high paying like ambassador deals, which is part of what we’re gonna talk about. So she’s also the face of Zuta active wear on QVC. She has been on shows like Good Morning America, the View and Beyond. She’s also a TEDx speaker and just really understands this space. And so I was like, this is a no-brainer. Let’s just meet in person, so to speak on the podcast. So Jamie, welcome to the show you
JH (02:24):
So much for having me.
RV (02:25):
Yeah. So so I wanna talk brand deals. You know, our audience is Mission-driven messengers, and, and specifically we tend to serve like experts and entrepreneurs. So most of our audience actually makes money selling services, either like professional services of some kind or it might be like coaching and consulting and speaking if it’s, if it’s not like, you know, if it’s not like accounting or doctors and that kind of thing. But more and more we have a growing audience of people who are kind of either lifestyle influencers or micro influencers or just people who are growing their, their profiles in general. And now all of a sudden they might be getting approached by brands or they’re thinking about working with brands. So I wanna get into that, but before we get into all that, tell me a little bit, a high level of your story of how you got into teaching what you teach now.
JH (03:25):
Thank you so much for that great setup. And by the way, I just have to say like, incidentally, my people, the people I like to work with to teach brand deals, they’re not wannabe influencers, right? Because I hate that. Like, I never wanted to teach a course on how to be an influencer. It is your people, Rory. It is people who are already entrepreneurs, keynote speakers, podcasters, authors, lifestyle entrepreneurs, just people that have A-P-O-V-A thing or two to say an expertise and some platform to amplify that on. But they don’t realize that they’re leaving money on the table because brands might like to be a part of that message. So I’m actually teaching your pe like these, this is my audience, your people who don’t even realize that brand deals could be a thing. ’cause They’re like, I don’t wanna be an influencer. Throw that word out the window, right?
JH (04:11):
Brand deals are for everyone. So I’ll just say, I’ll, I’ll start with that. So for 17 years I was actually a PR executive, and I worked through every different vertical of public relations. So I started with movies and music and hospitality. I was a big nightlife girl, big nightclub girl actually now sober for over 20 years. So that’s a big part of my story. But the nightlife PR world chewed me up and spit me out. But I learned a lot through that process. And then I went into like the bigger corporate stuff. So I was the SVP of an agency called The Narrative Group, and I represented brands, like you mentioned McDonald’s and, and General Motors. I actually got engaged on a treadmill at Barry’s Bootcamp Fund
RV (04:50):
. Nice.
JH (04:51):
But what ended up happening, Rory, was because of that engagement. So my mom, who is TV journalist, Joan London, happened to be at the engagement as, as a mom would, right? And because she was there, it ended up on page six and in all the gossip columns. And it gave my husband and I this kind of random launch as this public facing fit couple. Interesting. Yeah. It launched our public persona. Like we were already fitness geeks. We just love wellness. It’s our thing, you know, we love to work out, but we kind of played around with sharing our fitness journey on social media, but not really seriously. But after this moment where all of a sudden there was a little bit of a spark, and we had some new followers we’re like, Hey, should we go with this? Like, let’s have some fun. So we started this Instagram account called NYC FitFam Uhhuh.
JH (05:39):
And at that time, hashtag FitFam was like a moniker. It meant like getting your fit family together, your IRL buddies at the gym. And so we started NYC FitFam and we started doing all this content. We also have a may December romance, you know, we’re 20 years apart. So all of this content around me being a, you know, kind of young mom and him being, you know, at his age, like how does he stay fit? How does he stay energetic for our kids? And it sparked what ended up happening from there was I started doing on the side deals with brands. You know, as one does, as their Instagram starts growing, I started representing like supplements and energy drinks because I was a fitness influencer. Sure. And eventually, after about 18 months of doing both, meaning my full-time job and my side hustle, my side hustle, started out pacing my full hustle Uhhuh. And I was like, you know what? I love being a publicist. I didn’t leave my my agency job because I didn’t like it. I just saw how much more was possible for me as an entrepreneur. And I gave notice and it was the best thing i I ever did. Never looked back.
RV (06:43):
Wow. So your first brand deals as a creator, they just kind of, how did they show up? Like what? And, and, and tell me about like, how long had you been creating content and how many followers did you have? Which platforms? And then how did the first kind of brand deals show up in your, in your universe?
JH (07:06):
So I’m an Instagram creator that is my platform. And I’ll give you this. So I had a little bit, I’m a little bit uniquely positioned because I was the one hiring the influencers for McDonald’s and General Motors. And so I was writing the influencer briefs and I was lucky enough to be on the forefront of like the data and the white papers on how consumer behavior is being influenced and what are the new trends in influencer marketing and how does this all work and does it really work? And I was able to say categorically, yes it does, and this is the future. And also this is the way it works best. Meaning like, as a publicist, I know what I would wanna be pitched from a, from an influencer, from a creator. I know how my creators work best with me. Meaning they, they understand there’s a consumer at the end of the rainbow.
JH (07:52):
They understand about like showing up and working in the spirit of partnership. They understand about showing up and bringing best in class work and, and meeting deadlines and being an amazing partner and creative and helping me do my job. And so I wanted to show up as a creator like that. Now, in the beginning, I didn’t have that much leeway in the beginning. I did what everyone does. I hopped on a few of the influencer platforms and I signed up and I said, Hey, what could I do? And I did my first brand deal for $200. Nice. It was with that, that sugar-free soda brand called Zia. And I took a picture of me,
RV (08:24):
Oh yeah, I drink Zevia, we , it’s
JH (08:25):
Delicious. I love Zia. And it was, I, I took a picture of me and my family, me and my 3-year-old son, and my husband having a, a picnic in Central Park and got paid $200 for posting it on my Instagram. And I was like, that was very cool. Like that, that rocked. And I was like, you know, if find me $200, maybe you could $300. And I just started inching it up. Here’s the thing. At that point, I only had a couple thousand followers. Fine. What I did have was that best in class spirit, meaning I brought to every campaign that I did the same energy and preparation that I would bring to a seven figure campaign with McDonald’s. Like I just insisted on showing up as if I was a creator with a million followers. And what happened was, a lot of my people who I coach now to get brand deals, because they’re your audience, right?
JH (09:20):
They’re people that already have a professional acumen. They’re, they’re important. They’re, they’re, they’re people who have created credibility and they’re worried oftentimes that doing brand deals is gonna water them down. Oh, I don’t wanna look like I’m selling out. I don’t want, that’s embarrassing. I don’t wanna do brand deals because that’s like, you know, that’s what like cheesy influencers do. I promise you my social media grew as a byproduct of doing brand deals because I showed up to them with integrity and because people saw brands taking a chance on me saying, I believe in this girl. This girl can amplify my product. She has credibility, she has integrity. People started to then listen to me and follow me. And so I fully believe because my account grew rather quickly, I started doing brand deals around the 5,000 follower count
RV (10:10):
Before . Okay, that’s what I was gonna ask. So you were at like 5,000 followers, 5,000 and that, and those are, those are small deals, but it’s like a couple hundred bucks for a post. Like it’s not, it’s better than a poke in the eye with a sharp stick.
JH (10:21):
A hundred percent. It was great. And you have to start somewhere. So I got to practice, and before you knew it, we were, you know, my husband and I were holding Mylar balloons with a three zero K, you know, to celebrate 30,000 followers as one did in the, in the, you know, that time period. Everyone had Mylar balloons. But we were celebrating those milestones. It was like 30,000, then it was 50,000. And then I started putting together little groups of brands, Hey, we’re about to hit a 50,000 follower marker. Hey, these five brands, do you wanna get together and help us celebrate? And I started putting together little programs and growing my scope and scale of how I worked with brands. And so as I started learning how to do this on a bigger scale, this is now what I teach today, how do you think bigger with regards to brand deals? Because I’ll tell you this, that the jump to the end of the story is when I left my corporate job, which is a multi six figure a year paycheck with health insurance, a lot of people, including my own mom, said, I was completely crazy by the way, I was pregnant and left a job with health insurance. And I said, with all due respect, I, I think you’re wrong. And within 18 months, I had five x my, my income.
RV (11:22):
So how much can someone expect to make from a brand deal? Like, so if you start out getting a couple hundred dollars maybe for a post, if you really pursue this, and you go, okay, I’m gonna make it a focus, I’m gonna make myself attractive to brands, I’m gonna become good at creating creative that serves an audience and also advocates for a brand. Like how much does one make for, you know, doing this kind of like per post or per company or per engagement? Like, I mean, I’m, I know it’s probably all over the place, but like, give us an idea.
JH (12:03):
I’m gonna do that. So I’ll take you through, for instance, the lifecycle of some of my work with a brand, because keep in mind and what I teach, so I, I teach a course called Brand Ninja because I believe that like, you know, to have like ninja status of working with brands, you should be able to think social media plus, plus. What I mean by that is, I don’t live and die by a transactional post. I don’t like to say I charge this much for one Instagram post and then we call it a day and we go our separate ways. I like to think, how can I really get under the hood with a brand because I geek out on my brands Rory like that. And this is also why I think people, why I come with integrity and authenticity, right? Like influencers have a bad name because a lot of influencers do cheap brand deals, meaning they hold up a toothpaste that they never used and they say, buy this toothpaste.
JH (12:49):
And they take the check and they walk away. And that’s a cheap, silly brand deal. But when you really care and you really sign on to work with a brand because you, you’ve tried the brand, you think it’s great and you wanna grow with the brand and help them, I’ll, I’ll give you an example of what’s possible. So one brand for instance, I had reached out to them ’cause I had a genuine problem. People love this story ’cause it’s, this is also an example of where I’m willing to be vulnerable and where I’m willing to upcharge for my vulnerability. I believe that after having children running a half marathon should be called peeing your pants for 13.1 miles. Uhhuh, . ’cause That’s just what it is. All right? Like, let’s be real here. So I had this issue, which by the way, one in three women have after having children, it’s called stress urinary incontinence.
JH (13:32):
And it’s super common, and I’m super not embarrassed by it because I had two beautiful babies that I brought into this world. And like it happens, get over it, right? But that’s, but for most women, by the way, this is like devastatingly embarrassing and it’s something that you usually don’t even talk to their doctors about. So I said, you know what, there’s gotta be a brand or two out there that could address this, and I wonder if they could help me. And then I in turn could help them by amplifying, maybe they could help me fix the problem and then I could share my experience. So I, I connected with this brand and I said to them, I have this issue. I’d love to try your product. Maybe we could do some content together. It started off where they engaged me to do one or two Instagram posts.
JH (14:13):
At that time, I think I was charging $5,000 a post. My rates are higher now. They started around 7,500 a post given my, you know, I have around 220,000 followers. So that’s pretty standard. And I did a couple Instagram posts for them and then we, I said, okay, great. That went really well. My audience, I’ve never gotten more dms than those posts. ’cause People were saying, oh my God, does this really work? I’ve never even talked to my doctor about this. I’ve been so embarrassed. Please help. And then I went back to them, I showed them the screen grabs of the dms. I said, here, this is what I’m hearing from my audience. Let’s talk about what else we can do together. I started doing some more stuff. I hosted an event for them in New York City with other influencers. I wrote a couple blog posts for them.
JH (14:54):
Then I, I was having my second baby. I said, what if you guys kind of signed on as the hero of my getting back in shape after baby story, right? Like, I wanna run a half marathon, the Hamptons half, it’s about six months after I have the second baby. What if you guys helped me get back out on the pavement? So I, I enga they engaged me, I pitched something and they bought into it for a longer cadence of a storytelling frame, right? So I had multiple pulse points deliverables. So that was maybe going from like a $5,000 marker to like a $25,000 marker. Where now we’re doing a six month deal the following year they said, we now need somebody on a larger scale to do 360 media for us. We’re gonna do some integrations on bigger television shows. We wanna get this word out to a bigger audience.
JH (15:41):
That turned into a multi six figure a year deal because I was now their on air ambassador. So my point in telling you that story is by watering the flowers of that relationship, by first of all, reaching out to a brand that authentically meant something to me that I wanted to share with my audience. How they were genuinely helping me solve a problem. And then by growing within the context of that relationship, I grew up from a $5,000 opportunity to what became a multi-six figure a year opportunity for two years in a row. I was their ambassador for two years and made about half a million dollars with them.
RV (16:14):
Yeah. And that’s, so I, I love that story. It’s such a great story. And I, I think, like I’ve had friends who also sell like sponsorships, which is kind of closely related. And, and the, one of the things that I learned from them was, it’s like you package things together. Just like you’re saying, it’s like, I’ll, it’s not just an Instagram post. It’s, I’ll write blogs. I’ll show up at your event, I’ll be your spokesperson. I’ll appear on a media interview, I’ll send an email blast to, you know, to my list. I’ll, I’ll include, I’ll include your logo on my website. Like, there’s all these other things that you kind of bundle together long term, which have more value to the brand, and then that creates more value, more value for you, which I love. And then I think one of, probably the other biggest thing I’ve learned from people in kind of this space, like you who teach this is exactly what you said is, is go look around at the products that you actually use every day and that you really believe in that you would maybe tell people about for free and actually contact those brands and tell them, like, would you, would you agree with that strategy?
JH (17:22):
A hundred percent. It’s the first thing I tell people to do. People really tend to overcomplicate it. So, you know, in my course, I break it down, I have like an eight week curriculum and one week is literally, and it’s this simple, I’m gonna give, I’m gonna give this away right now. This is one whole week of my course. I’m gonna give it to you guys right now. And of course I take an hour to really go through it. But I’m gonna, here’s the TLDR as the kids say, right? Okay, open up a spreadsheet, make three you know, three sheets, three, you know, you’re gonna make three buckets. One, this is three categories of products that you might use. So for me, maybe it’s beverages, right? And that could be broad too. It could be waters non-alcoholic cocktail brands, kombucha, functional beverages.
JH (18:04):
Or it could just be things I like to drink. Another thing could be fitness or energy drinks, right? Supplements. And maybe the third one is biohacking or sleep wellness. Something else that interests you. Right now, write down seven to 10 brands that you use in each of those categories. Mm-Hmm, . Great. Now slide into each of those brands, dms and say, Hey, brand, I have a great collaboration idea. Who’d be the best marketing contact at your company for me to reach out to? Nine times outta 10, by the way, they’re gonna write you back because that’s what the person on the receiving end of that Instagram is there to do. They’re, they’re either a digital marketing intern or they at a small company. It could be their, you know, head of marketing. They’re there to, this is the way, the way of the world. They’re there to do partnerships. They wanna hear what you have to say. So when people come to me and they say, I don’t even know where I would start, how would I even do that? What would I even say? It’s that simple. I just gave you an idea. You have 30 brands now on a piece of paper. Reach out to them, start the conversation and start somewhere.
RV (19:03):
And you just go. And I think, thank you, Jamie, because that’s super powerful. This is very similar to how we teach keynote speakers, right? So people, people see me speak on these huge, you know, last week I was in front of 5,000 people at Keller Williams and they’re like, oh, that’s amazing how you do that. I’m like, I researched the company, created a spreadsheet, we reached out to them, we sent them emails, we bugged them, we built a relationship. And five years later they’re like, we should have you at our event. Like it’s, it, it, it’s, it is this, but there’s this intimidation factor, I think, right? Specifically. It’s funny ’cause it’s like, you know, like I’ve got my like this is one. So, so my, my son while we were talking, which is amazing made me a cava smoothie. I dunno if you’ve ever heard of the brand Cava, but like, I drink cava like almost every day, like, literally almost every day.
RV (19:54):
But I think a lot of people go, well, one, it’s intimidating to approach a brand of like they’re, they’re, they’re a big brand, right? You know, like McDonald’s, like they’re not gonna talk to me, they’re talking to LeBron James. Like, and, and then that’s the other thing. So one is it’s intimidating to go approach a brand. And then the other one is I think the like imposter syndrome of like, I’ve got 5,000 followers, or I’ve got y you know, 7,000 followers. Like, they don’t care about me. So like, talk to us about, I know one of the things in your bio is like a mental, like you, you talk about like being a mindset coach. ’cause I, this has to be a huge part of it is just like getting past the emotional barrier of like those two things.
JH (20:39):
Well, the reality is I’m 90% of mindset coach because the rest of this, I, I know people don’t wanna hear it, but it actually ain’t rocket science. Okay? Like it is, it is elbow grease. It’s rolling up your sleeves and writing some emails and sending some emails and figuring out what your like core competencies are. What are the deliverables I’d be willing to do? Maybe it’s an Instagram post. Maybe you’re, you know, an expert. You can lend, you know, your whatever, whatever is your thing. You write it up and you send some emails. But it is a mindset shift. Mm-Hmm. Now what I want people to understand are two things. That’s good. Number one, people need to understand this. It’s all about, this is a sales conversation, but it’s about showing up in the spirit of service. It’s not about like having a pick me attitude.
JH (21:21):
Oh, I don’t, I don’t know if they’d want me. I don’t know why would they want me, they could hire anybody. What about what you have to bring to the table? And like, they either want it or they don’t. And by the way, if they don’t, no hard feelings, it might just not align with their marketing priorities. It’s like not that deep and not that personal, right? Like these, this, at the end of the day, it’s business, but you have something to offer. You have a special skillset. I don’t care if your audience is 5,000, there’s 5,000 active people on the other side of that screen waiting to hear what you’re waiting to pick up what you’re putting down. So that’s number one. Number two, in every round, almost every round of my brand Ninja coaching cohort I have influencer marketing experts that take my course almost every time because they just wanna hear from the other side.
JH (22:05):
They wanna like, they wanna get it and they wanna hear how I pitch ’cause they know it’s a little bit different or unique or they’ve worked with me before and they’re like, you do it different. I’d love to like hear your special sauce. So we could better work with influencers from our side of things. Every single time somebody stops me at some point in my talk and says, Hey Jamie, can I just jump in and say to the group, what we are seeing in, in our businesses is we are spending so much more money in the mid-tier and micro influencer categories every single time. Hmm. Someone makes sure to mention it because they want people to not think, oh, I don’t wanna have a million followers. I’m not worthy. And what I can tell you this is true as well, having represented brands like McDonald’s, this is a good example.
JH (22:49):
So say that we’re McDonald’s, right? And we hire like a big celebrity mom to, to represent then something new coming out with a Happy meal. By and large, the comments underneath her post. So we’ve engaged her to do a post and she posted about the thing and the Happy Meal and the kids, there’s gonna be so many trolls and haters out there saying, you feed your kids McDonald’s and judging her, and then all suddenly it gets into like a vaccine conversation. All of this stuff that you’re like, I did not sign up for that. I was just trying to show people that we have minions and a happy meal. You know, like, mm-Hmm, , where did this just take a left turn? You could really have like a rogue, it’s like the wild West with celebrities and it can really go wrong and you can spend a lot of money on something that can yield you.
JH (23:31):
Nothing or worse yet can have a negative impact with a mid-tier or even micro influencer. You have a lot more creative control. These are people who are willing to work with you more, who are willing to really massage the nuances of the messaging. And so brands increasingly are really wanting to work with mid-tier and micro influencers and people who just have a more engaged audience who aren’t looking at something like that as, ugh, it’s a commercial moving on. They’re really listening because that’s that elusive third party endorsement. So don’t underestimate the power you have as a smaller influencer.
RV (24:05):
Yeah, that’s a good point about like, you know, like I follow the Rock and I probably see like one out of every 25 posts and I’ll kind of quickly glance at something and usually it’s like, it’s like, oh, here’s an, he’s doing an ad for something and I move on. There’s a few creators that are like in my space where it’s like I go back and watch every video that they have posted because I’ve learned from them. And it’s like, if one of them were to say something, it’s like I would see it and I would pay attention to it. Like that, that, that makes sense to me. The audiences are super engaged. And it’s not, it’s also not such a mass audience of a bunch of people from all different demographics. It’s like the, the, to me, the niche influencer makes so much sense because it’s like this creator has a small audience, but a small audience of our perfect customer. So then you, you when you say, just to give a a sense, what, what would you classify as mid-tier and micro influencer?
JH (25:13):
The older, like benchmark is 10 thou, like, once you’re kind of over 10,000, you’re like, you know, a micro influencer. And that used to have a little more to do with like, the functionality of the app. Instagram specifically, you would get the swipe up feature, which is now a, a a sticker. Everything changes so quickly with the algorithm and the app that I would say, when you’re around the 10,000 mark you, your, technically you have your, you get your influencer, you know, badge, Uhhuh . But I am telling you right now, so Brand Ninja I literally created, I’ll tell you why I created it, I’ll tell you the story. So here I am standing in a room of my contemporaries other speakers and we are just chatting about workshopping different ways to essentially generate revenue. And I was citing a case study of something I had recently done where I launched my new podcast, which is called the Gratitude Ology podcast.
JH (26:07):
That is one of my topics I speak about on stage. So this directly kind of ladders into what I speak about on stage. So I created this podcast to support that message. Now, the podcast I wanted to do in person everything. I, I had done a podcast for four years. Virtually I was bored. I wanted to go talk to people. ’cause It’s like I do a lot of celebrities and it’s like, what’s the point if you’re not gonna go sit with them? And I, I wanted to fly out and, and sit with them, which is expensive. So I took a look at my budget for my first quarter of, of guests I was gonna be interviewing and it was gonna cost me about $40,000. And I was like, okay, I gotta raise $50,000 working capital to get this thing off the ground. So I turned around and I sold it to five brands for $10,000 each.
JH (26:44):
And I put together a little package to get these brands, essentially product placement, to get this show on the road. So I shared that in this room full of keynote speakers. And everybody’s like, I’m sorry, you did what? Like, what do you mean you just turned around and sold $50,000 of brand sponsorships? Like, that’s crazy. Like, how would you do that? Because keep in mind, Rory, like I had no, there was no, oh, well what’s your number of downloads? The podcast didn’t exist yet. Mm-Hmm. . I was getting the podcast off the ground. So I was selling a dream. I was selling a story. I was selling, this podcast is about gratitude and this world has never been a scarier place to live. I just wanna help people wake up a little bit more grateful, a little less anxious. Do you wanna be a hero of that journey with me?
JH (27:29):
Let me tell you how I’m gonna do it. And I brought these five brands on the road with me and I, I brought them onto set with each of these interviews, and I did a moment of discovery and education with each of my guests and we videoed it. And I have a whole framework of how I do that. But I realized that all of these people sitting in this room with me, who they might not have a huge following, some of them do, but some of them have 5, 6, 7, 8,000 followers. But they’re ballers, right? They’re experts, they’re leaders in creativity and innovation. They have books. But, but they’re bootstrapping their own podcasts and their own book tours. And I said, why? I guarantee you there is a brand that gets it there. Not every brand, right? Because you may, maybe you have five, six, 7,000 followers, maybe not McDonald’s, but there is a brand out there that will understand the value that you bring and they wanna be a part of your journey. And I said, I can teach these people how to do this. And that’s literally why I created Brand Ninja for people that were in that pocket. So either they have a smaller following, but they’ve got something going on that’s marketable or have a big bigger following and they just haven’t figured out how to monetize it yet.
RV (28:37):
Hmm. Yeah. And so you, you basically, you’re just approaching these people and it’s just a sales conversation. Who, who’s the, what are the job titles of the people you’re trying to get to? Would you say
JH (28:47):
Such a great question. I literally have a whole couple slides on that in like my curriculum, because it’s such a great question. People are like, who would I even be talking to? So it can be people on a marketing team. They could have titles like at a smaller company, you know, CMO, marketing director, marketing manager, and obviously at a bigger company you’re gonna be talking to somebody with the title social media director, digital director, influencer marketing lead talent manager. I mean, they, you know, and I show, I show a bunch of different LinkedIn headers, which gives some of the examples, like, you might not think it, but like for instance, Anheuser Busch, their head of influencer relations, his title is I think it’s like Manager comma Talent, which you might be like, is he an hr? So it’s not always exactly evident right off the bat.
JH (29:34):
However, there’s other kind of nuances and keywords you can look for. At the end of the day, there are a lot of different ways to find these people. And I, I share a lot of them in my, in my curriculum, but I’m gonna give you that, that little like, you know like life hack, once again, if you are trying to pitch yourself on a platform like Instagram, like that’s where you want to do your content from, there is no harm in sliding into their dms from that platform because it gives them one less button they have to click, right? All they have to do is click on your profile and say, okay, I can look at this person. In this day and age. That’s what it’s there for, right? So it’s really actually very interesting how much you can get done on the native platform that you’re trying to pitch in.
RV (30:15):
Yeah. I love that. Well this has been awesome, Jamie. So, so helpful. And I think, you know, inspiring hopefully for people to see that just, it’s a process. It’s, it’s a, it’s a sale, it’s a pitch. There’s a value proposition for you and them, and you’re exchanging value together. And there’s always business to be just done in that way if you’re just confident and creative and and service centered about it. I, I think that’s super, super duper powerful. So obviously you’ve mentioned your Instagram. Is that the best place for people to go follow you and connect with you?
JH (30:47):
People can follow me at Jamie Hess, J-A-M-I-E-H-E-S-S. They can also, I was just making sure I had my thing right. They can also text the word ninja to 3 3 7, 7 7. And that’ll get you some information about my course, which is also [email protected]. And then for my keynote speaking and all things otherwise I am meet jamie hess.com.
RV (31:08):
Awesome. well thank you for the time. Thank you for the tips. Really, really powerful and inspiring. So y’all go check out Jamie, follow her, say hello. Let her know that you heard heard her on our podcast. And Jamie, wish you all the best.
JH (31:24):
Thank you, my friend.

Ep 545: When Enough Is Enough | Budget Besties Episode Recap

AJV (00:06):
Welcome to the Influential Personal Brand podcast. This is the place where we help Mission-driven messengers, just like you learn how to build and monetize your personal brand. My name is Rory Vaden and I’m the co-founder of Brand Builders Group, a hall of fame speaker, and New York Times bestselling author. And this show is to help experts learn how to become more wealthy and well-known. I know you’re gonna love it. Thanks for being here. Let’s get started.
AJV (00:34):
How to know when enough is enough. I’m specifically talking about money here, and as we round out 2024, which is when I’m recording this and I look ahead to 2025, which I imagine many of you are, I think that’s a question that’s really timely. How much is enough? And when you think about it in the terms of money, I would encourage you to think about money not in terms of how much you make or, or how much you wanna keep, but it’s more of what do you wanna do with the money that you have? And I’m in a lot of different circles with friends, family, different business owners, entrepreneurs even just conversations in the Brand Builders Group community, and even just conversations with the team at Brand Builders Group. And I, I have never met anyone ever who has said, no, I, I don’t want to make more money.
AJV (01:35):
Now, they may admit I don’t need more money, but I have never actually heard anyone say, no, I don’t want to make more money. But I have also heard the following statements or sentiments simultaneously, which is, why do I always feel the need to make more? How do I know when enough is enough? And what ultimately is this magical number that would make me feel financially secure? And I think that’s a really good question for all of us. And one of the things that I have been spending a lot of time thinking about is, you know, I don’t think anyone is asking the question, how much am I spending? As much as we are asking how much do I want to be making, or how much do I think I need to be making? But spending and making a really big correlation. And I believe that for, for most of us now this is, this is in a very above the poverty line conversation here.
AJV (02:40):
I know that there are many people in poverty who are going, no, I need to make more money. This is not about spending. I cannot afford groceries. I am not speaking to that group of people in this particular conversation. That is a different need. That is a different conversation. But for the rest of everyone who specifically lives in the United States, right, you are already making more than the majority of the entire world just by living here. And the average salary in the United States is $48,000. If you’re making more than that, then you are already making more than the average American. If you make over six figures you are already making more than almost 50% of the average American. And yet we have this question of enoughness and making more. And have we actually ever stopped and asked ourselves, how much am I spending?
AJV (03:38):
And is that, is that an area I need more control over versus always the desire of more? And I don’t think wanting more is bad. Don’t hear what I’m not saying. There are many things that I think having more of is awesome. I think making more money is a good and powerful thing. I want to make more money. But I don’t want to ever be in a position that making more creates less time for my family. I never want making more money to pull me away from the work that God has me to do. I never want to be making more money so that I have no peace and no rest because I’ve said yes to every single thing in an effort of making more. And yet, I have no time for my husband, my children, myself, the the Lord. Friends, I think there’s, there’s exchanges here that we make.
AJV (04:31):
And sometimes I think the question should be is, am I spending too much? Versus am I, how do I make more? And this is not a conversation for everyone. It’s for a very specific person and a very specific season who is asking themselves, when is enough enough? And perhaps what you have is already enough, and it’s not about making more. But it could be about spending less. And it may not even be about spending less. It may just be more about spiritual contentness. It’s being content and at peace with what you have and what you’re making. Because my husband often says this peace is the new profit. More money isn’t going to necessarily fix the problems that we have. More money often creates more problems, right? Biggie small said it best. More money, more problems. And often the more that we make, the more that we just naturally spend there’s a natural lifestyle acclimation that occurs unintentionally and most of the time unaware where we naturally make more.
AJV (05:42):
And so we naturally spend more, thus always creating this desire, this intentional thought that we need to make more. And that’s not necessarily a true, it’s the byproduct of our spending went up. And regardless of how much you make percentage wise, it never feels like you have any leftover. And a part of this is in conjunction with the end of the year, the beginning of the year, and a recent conversation that we had on the podcast with the budget besties who have a financial podcast for women. We can listen to it wherever you listen to your podcast. But it was a really great conversation about awareness, about it’s not often I need to make more conversation. It’s often, do you even know where you’re spending? And are you overspending? Which creates this discontent to make you think you need to make more?
AJV (06:38):
And is it really a spending conversation versus a money conversation? And a lot of that comes down to this B word, right, called a budget. It’s like, do you actually subscribe to living on a budget where there is a designated pile of money that you have for the necessities of your life? IE the bills that you have? Then do you set aside the amounts for spending or savings or whatever it may be? But those are intentional decision decisions of going, I can be content with whatever I have in any situation. And it’s not always a chase for more. Again, not saying that more is bad, it’s just at what cost. It’s just at what cost. And I wanna reiterate, I want more. I want more for our team and for our clients, but not at the cost of peace and joy and time and health and family and friends.
AJV (07:41):
And then it’s an exchange of you can actually have more by simply deciding to spend less. That’s an exchange of going when it, it, it depends on what you want more of. I also believe in the concept of Die with Zero. I believe that when, you know, I go to the grave, I don’t want anything left over. I wanna see the fruits of my labor, labor put to work and whatever I choose to invest it into. But I think these are decisions of going like, how are we using and investing the money that we make in a way that brings more peace not just more dollars in a banking account, because that ain’t going with you. And it’s not that you shouldn’t have reserve savings, you should have emergency funds. I believe in all of those things. And also, this is the decision of going, I’m the, I am the authority.
AJV (08:32):
I am the authority over money in my life. Money is not the authority over me. Money does not dictate the decisions I make. I dictate the decisions and then choose how to use the money I have. And many of us will make financial decisions that will take up 60% of the waking hours of our life. That’s called a job . That’s called a career u Most Americans, if you work 40 hours a week many of you will work more. But if you work 40 hours a week with the standard American two week vacation, then you will spend 60% of your waking hours at work. Do you love it? Do you love your team? Do you love what you do? Do you love the work? Do you love your clients? Do you love your employer? Do you love your employees because you’re spending 60% of your time with them pre-retirement?
AJV (09:30):
You better ? Like, what’s all this work? Right? And I think those are the exchanges. Like, what if you were making a ton of money and loved all of that? It’s great, but what if you were making a ton of money and were miserable? What if you were not making a ton of money but loved your work and were happy? It’s like, are those exchanges that we’re willing to make? And I think all of that really comes down to it’s like, what do you want? And I don’t mean things I’m not saying this is the, you know, American Dream two story house or the picket fence, right? A dog and 2.5 kids or whatever it is. I’m not saying that it’s like, I’m not talking about things. I’m talking about, like, do you want extra time? Do you want more peace? Do you want less stress?
AJV (10:14):
Do you want better relationships? Do you want better health? Like, what are the things that you really want? And then what are you doing to get those things? And I cannot say this enough, but I’m gonna say it one more time. Making more money is not a bad thing. It’s a good thing. It’s a necessary thing. It’s about what we do with that money and how we let it rule over our hearts. That can be a bad thing, not always, but sometimes it’s just, are you in control or is in, is it in control of you? Is it forcing you to make decisions that are out of alignment with who you are and what you want? And I think that is a question of when is enough enough? And I think all of us have to come to terms with do I really need more money or do I need something else, right? Do I need more purpose, more fulfillment, more time, more peace? And can I get that without stretching and forcing this money conversation by simply choosing to potentially spend less? So when is enough enough.

Ep 544: Keeping More of the Money You Make with the Budget Besties

AJV (00:01):
Hey everybody, and welcome to the Influential Personal Brand podcast. It’s AJ Vaden here, and I’m about to introduce you to two of the most joyful and outgoing and entertaining but also financially prudent and savvy women that I’ve come in contact with in a long time. And they call themselves the budget besties, but know Shayna and Vanessa are their names. And I want to kind of give you a little bit of heads up of what this interview is about, which I always do , so that you know if this is an episode for you. So if you’re listening and you’re deciding whether or not you should stick around, then I would ask myself a couple of these questions. One, do I want to have more money? Hmm. If you answered yes, maybe this is the episode for you. Would you like to keep more money that you make?
AJV (00:55):
The answer is yes. This might be an episode for you. Would you have like to have less debt, more spending power, less financial pe or more financial peace and less financial stress? If you answered yes to any of those, then this is likely an episode around money, specifically budgeting that will help you have a better and more successful financial path moving forward. And so, as we’re rounding out the year and looking forward to how can we best prepare our audience to have an awesome next year, I thought having the budget besties on the show would be so helpful and powerful for you guys. So let me give them a quick formal introduction, and then we’re gonna get right to the heart of this interview. So, Shayna and Vanessa are best friends and business partners on a mission to help take the shame out of the money conversation. They are master, master financial coaches and also co-hosts of one of the top rated, top 1% actually range podcast financial coaching for women. Now, we’re not gonna talk about financials just for women today, but if you happen to be of the female six, then check out their podcast because it’s gonna talk about really unique tailored budgeting best practices, philosophies, and principles for women. But today we’re gonna talk about it from men and women, both Shane and Vanessa. Welcome to the show. Thanks for having
SR (02:22):
Us. Yes. Thank you for having us. We’re so excited to talk about the B word
AJV (02:26):
. Y’all, I first of all love you and it’s really an honor to get to have BBG clients on the show every so often because we already inherently know you and your brand and what your heart is really all about. But one of the things that I like to do when we’re introducing you to the larger audience is help them get to know you. So, out of all of the topics in the world that you guys could have paired up to talk about as best friends as women, why money? Why budgets?
VP (02:59):
You know, I think that we are both financially wired in a way, and I will tell you that I, this whole thing, the reason why we came together, it’s a, it’s a total God story. Yeah. Right. So we met at the YMCA, our boys were four years old,
SR (03:12):
They’re now 16. I know. So just pause for a moment and do the math there, . I know.
VP (03:17):
And we were, we worked out together and I was going, I just started going to a church and Shayna needed a new church. And so that next week she came with me and within two weeks we were starting to lead a community group together. Yeah. If that tells you about our friendship.
SR (03:32):
Yeah. So yeah, we signed up for this church and within two weeks we’re leading a community group together that kind of gives you the idea of our friendship and the level of intensity in which we do
VP (03:40):
Anything in difference. Yeah.
SR (03:41):
And so, you know, we did life together as moms, our boys. Like I said, like she said, they were four, now they’re 16 and we’re still doing life together. But it all started AJ with a little book that I know that you are familiar with called The Total Total Money Makeover. Mm-Hmm. . And I picked it up, read it, gave it to my husband, he read it, he said we already do this. And I was like, ah, okay, babe, if you’re sure. And I gave it to Vanessa, and you know, she took it and ran with it.
VP (04:07):
Yeah. So I honestly, it’s, it’s hard for me to stay tuned into a book. I read this book in a week. I loved it. I loved the concept of it. My, we were actually going to Portugal. We took the kids and we went for three months to Portugal. My husband came out to
SR (04:20):
Live with her grandmother.
VP (04:21):
Yeah. So my grandmother, I’m half Portuguese, she was out there for six months and she said, bring the kids. And I said, can I do that? And she said, yeah. So I told my husband, I said, babe, I’m gonna go though. I went for three months and really found out what was really important to my family, our morals, values. We loved that simple life. I really, really enjoyed the simplicity of living in a small house and enjoying family and only having what we needed and going to pick the fresh vegetables and everything. So anyways you know, we came back, sold the big house, sold all the stuff that we didn’t need. We bought a smaller house, downsized. And after buying that house in three years, so I was 31 and mortgage free. And debt free. And I realized that that to me was a goal. I wanted to be able to own our house. I wanted to be able to have things that were ours and we didn’t want to live like the Joneses anymore. Like we had our own way of living now. Yeah.
SR (05:07):
And so we were, we were still friends, but we are military, so we were about to move away from Florida, which is where we’re back now. And I was able to through my own I was a stay-at-home mom primarily, but I also had a, you know, side hustle as, as we all did at some point, it seems like. And I was able to cashflow a trip to Disney World for my family, pay for it in cash, which was the first family vacation that we had taken. Military families. You get famously, you get to go home, that’s your vacation every single time, . So it was like this really mind blowing experience for us. And we drove to Disney World, listening to Dave Ramsey and drove home listening to Dave Ramsey, my husband and I when he got home, he had sold his car within a couple, a couple days, and we were debt free. And so we then started teaching FPU, and that’s when with, with what I was already doing, I added financial coach training to the mix with my husband. We both took it. And that’s when Vanessa was having a little, a little moment herself.
VP (06:03):
. Yeah. So I was really in a, I was in a dark place for a couple years with my job, my current job. I knew it was a job. It was a means to an end. I knew I was in this job because it was easy and worked around my kids’ schedule and my husband worked a lot. And so I needed a way to make money, but it also needed to make sure that I could pick up the kids to and from school and everything. And so when God really led me to paying off my mortgage, he told me that that was gonna happen. He said, you’re gonna start your business mortgage free and debt free. I remember laughing and going, that’s cute. Not really sure how you do that. I was 28 at the time. And so, anyways, I remember when after I did the thing, I was walking around my house with my palms up going, okay, God, a plus student here. I did the thing, what’s next? And he said, oh, you’re gonna show other people how to do that. And within that week. And I said, how, and within that week, Shayna had messaged me and she said, I’m moving back home. I want you to get your financial coaching certification and we’re gonna do this thing together. Wow. And so that was that. When we say that our business was literally led by God, it truly was.
SR (06:54):
Yeah. And, and just real quick, ’cause I know we’ve been talking for about 30 minutes already. It just reminds me of your story with Lewis, how he called, you know, right after that happened with you guys. And it was just that, and that’s what we need as well. We need, God, we need neon flashing signs. Otherwise we may not do be be as keen to understand what, what you have for us. And praise God, he had it for us in that moment, and we’ve been going ever since. Yeah.
AJV (07:16):
You know, what I love about it is we don’t talk a lot about publicly, like the brand positioning statement of brand builders group, but if this is new to any of you listening, it’s like we talk about brand positioning statements at brand Builders group with our clients and our members, which Shayna and Vanessa are, and we talk about you know, the, the core of any personal brand is to determine what problem you solve for the world. What’s the cause of that problem? What message do you have, which is the solution to that problem? How do you uniquely solve that in a way only you can, which is your uniqueness? What are the payoffs to solving it? And that’s kind of your brand positioning statement. And what I love what you guys just said is at the heart of the center of what we build our entire company on, which is very simple. It’s not sexy but it’s very simple and it’s teach what you know. Mm-Hmm. . And how do you do that? Will you simply teach what you have done to the person that you once were?
SR (08:13):
Yeah.
VP (08:13):
And
AJV (08:14):
Well, any great business is a result of, you did something, it changed your life, and now you wanna help other people do the same thing.
SR (08:22):
Yep.
VP (08:22):
Right?
SR (08:23):
Yeah. And you guys always say you’re most powerfully positioned to serve the person you once were. We once were those people. And and you know, we’ve had great mentorship and we’ve been able, we’ve been doing this now for long enough that we’ve been able to kind of take our, to build our own system and, and build our own like you said, best practices. Yeah. But, but for sure we are now helping who we are people who make good money, but have nothing to show for it
VP (08:46):
. Yeah. Well, and when we first started, Shane and I were both individually doing finances in a way that were the exact same, but we had no idea. And when we brought our business together, we realized, oh my gosh, we have a whole system here, and this is what we’re teaching our clients. And that has been the most amazing transformation to watch what, like you said, what we use in our own personal lives separately didn’t know until we came together. And now we’re showing other people and it’s working, and we’re watching it work and watching it change their lives. And it’s really rewarding.
AJV (09:15):
Well, I love that. And I wanna talk about that. And I have to tell you, like we, we did a total money makeover before we got married. Our commitment to each other is that we would not get married and until we could enter our marriage completely debt free, so that we, we were starting from, you know, ground zero clean slate. And so we did the envelopes for almost two years until we both paid off all of our debt and then got married without any debt and entered. And that’s how we started our marriage. Mm-Hmm. was, it’s like, all right, let’s figure out, let’s figure out this money thing. And so let’s talk about the budget. So and just money in general, like what, what causes people to make good money, but yet have nothing to show for it?
SR (10:00):
Well, it reminds us of a story. So let’s you know, you know, brand builders, Rory, you guys say a lot. Diluted focus equals diluted results. Mm-Hmm. Well, when we started our business, as we said, we’re not, we weren’t a hundred percent in tune with what God had for us, apparently, because we had a, a side business to our financial coaching, and we were, we were teaching fitness classes, aj, which obviously is the same thing. Okay. Yeah. So if you can imagine, we’re up there teaching fitness classes in our facility, and then the students are out there looking at us following every move. Right?
VP (10:29):
Yeah. So we were you know, we’re at the front of the class, we’re looking out, and all of a sudden I see a roach. Okay. A big fat Florida roach crawling across the floor, like almost robotic, but its big old arms, and it’s approaching one of our clients. And I gradually, like, continue to let Shana teach, and I just walked out.
SR (10:48):
We’re all on Upward Dog. Yes. Nobody can see .
VP (10:51):
Yeah. And I got up quietly, grabbed an extra mat, put it over the roach, and slid it all the way across the room so nobody could see it.
SR (11:00):
Yeah. And, and what what we’ve learned is that that’s kind of how people treat their finances. Mm-Hmm. , you know, they just wanna sweep it under the rug. It’s kind of this, this thing that if we can just put it, put it over here, move it, move it outta the way, we won’t look at it. If we don’t look at it, it’s probably not a problem. Right. And that’s how people end up with making good money and having nothing to show for it. What, what we know is they get to this point, they’re doing so well in their career, they’re, they’re making more money than they ever have, and yet somehow they still feel like they’re living paycheck to paycheck.
VP (11:27):
Yeah. You know, a lot of times they’re,
AJV (11:29):
I wanna touch on that for just a second. Yeah. Because you said an important word there, they feel
VP (11:33):
Yep.
AJV (11:34):
Mm-Hmm. . So how many of it, how much of this is our emotional relationship to money and what we think we should be making, what we think we should have versus reality? Because I’m sure it’s both, but I think that feeling has a lot to do with this. I’m just curious to hear what y’all
VP (11:53):
Have. No, absolutely. Because when we first started this, we were trying to find our words. What is, what is actually happening with people when we realize is they have a lot of money. They’re not, they don’t need to live paycheck to paycheck, but it feels that way because their money, they’re not being good stewards of their money, not on purpose, but just because their money is coming in and it’s going out as fast as it is, you know, as fast as it’s coming in. Because there is no rhyme or reason to how they’re spinning. They, it’s not organized. Everything is convoluted into one account. It’s very overwhelming as to what’s happening. And they’re sticking their head in the sand and just not paying attention to it. Yeah. And
SR (12:26):
That’s really, that’s really you know, we’ve all heard of lifestyle creep, and so you have, you know, lifestyle creep as you’re spending, or your money increases, so do your, so does your spending. But what we’ve learned, AJ is recently it’s been a lot with people coming on our podcast. It’s, I still have the 18-year-old budgeting system that I was using. That’s really what it is. Like, I may be making six figures or, or seven figures, but I’m still operating as my 18-year-old, whatever I did then for my finances. ’cause I, you know, I’ve been busy. I haven’t had time to learn. And so that’s hopefully where we come in is we can, we can give you some systems Mm-Hmm. to, to use in your budget. Just like you would in any other, you know, motherhood or anything else that you’ve tried to level up your life and, and get to the next level. But truly, they’re just, they’re, you know, like Vanessa said, head in the sand if I just ignore it. And that’s, that is the, the feeling that we’re, that they’re trying to, to not face the music, to not face the overwhelm. But,
VP (13:17):
But, but they, they don’t know what they don’t know. So, like Shana said, they’re sticking in this 18-year-old mindset of one checking account, one one way of doing stuff, because that’s the first way that they were taught. The only way they were taught. They’ve never been taught a new way, which is, you know, nothing wrong with them. It’s just and we’ve not sought out a different way. Right, right.
SR (13:35):
Well, and, and honestly, people feel paralyzed a little bit. So if they do go to seek it out, they get, imagine being our age, which is very young. We’re very young. All of us are very young. Ej It’s fine. And, and being told, you know, just, you know, intensely do nothing but pay off debt. That’s really hard when you have kids and you have all of us.
AJV (13:56):
And very fun. It
SR (13:57):
Not, it’s not fun. It’s not very fun. And, and it’s, it’s, it’s paralyzes people a little bit. Right? Mm-Hmm. So what we wanna do is explain it maybe in a little bit different way so that you can, you know, be a good steward, like Vanessa said, but also let’s, let’s fund some of these fun things. Mm-Hmm. You know, we, honestly, honestly, we’re a little bougie. We wanna be bougie, but we wanna be on a budget. Okay. And we believe you can do both. Yeah. And
VP (14:19):
You know, we love Dave Ramsey, but we used his system first with our clients, and then we found our own system. Mm-Hmm. . And it really was based on their response from our clients. Mm-Hmm. like when, as we formed our business. And as things evolved over time, it was like, oh, this is really what they want. This is what, this is the lifestyle that our clients want. And so we designed a budget system specifically around that and it’s tailored to each individual person based on their lifestyle goals. Because what we’ve realized is that, hey, you can have your pumpkin, pumpkin, spice lattes and pay off debt. Yeah. Hey, you can maybe cut back on the subscriptions that you don’t even log into anyways. And then also go on travel. Right. Go save for vacation. And different things like that.
AJV (14:59):
And I think those are a couple of things that I think are really good to kind of talk about. So what are some of the biggest pitfalls, traps, mistakes, whatever we wanna call ’em, I’m gonna call ’em mistakes. What are some of the biggest mistakes that you guys see with people managing their money? And what are some things we can do to avoid those next year and forevermore?
SR (15:22):
Well, there’s, there’s one really, really big one. And this is what every, there’s a lot we can go into a lot especially when it comes to relationships and there’s so many different things. But the big one really, honestly, AJ is having one account. So imagine you have one account and it’s trying to track and you’re trying and do a mental math, which hello, I’m not even good at real math, like with a calculator, let alone with just trying to do it in my head. But you’re trying to mental math, whether did the rent get paid my phone bill, but also I need to go to Target. But also the kids are wanting to stop by Chick-fil-A, but all oh, field trip dues are, are tomorrow. Like you’re trying to do all this mental math with one account,
VP (15:54):
And then also at the same time you’re at the grocery store trying to figure out is there enough in there because what’s been pulled and what hasn’t. Right. Yeah.
SR (15:59):
‘Cause The bill’s still gonna get paid. And so you’re trying to do all of this math. So that is one, one mistake. And when we say the 18-year-old system, that’s kind of what it is. You thought, well, I went to the bank and I opened my account. And that’s how it is. Well, we are in this digital age, ladies and gentlemen, so you can have more than one checking account. And so what we teach is let’s separate all of that. Let’s separate and have a Bills account, let’s separate and have spending account, let’s separate and have savings. And we can make all of that automatic, but really truly organizing it and separating it into, like you alluded that you and Rory did when you guys were were, you know, engaged, you had your cash envelopes. We can kind of put that exact same system into your bank and then you can very clearly know what’s going on. And that really does take away some of the stress and the mental math in the mo in the moment.
AJV (16:44):
Yeah.
VP (16:44):
That’s really helpful.
AJV (16:47):
I have a, I have a question. It’s like, why don’t people do that? Is it just ’cause they don’t know that they can’t?
SR (16:54):
Yes.
VP (16:55):
Yeah. That it’s honestly, when we tell people, Hey, open up a second checking account, they’re like, what do you mean? And we’re like, I mean, you can, you can do that. The thing is, is that they’re so used to just having, you know, when you go to a bank, they tell you to open one checking and one savings, and that’s just how you end up operating unknowingly. That you can have a whole different system available to you if you just ask. Right. If all the what is it, what’s the saying? All the answers to the questions you don’t ask, it’s always no. Mm-Hmm. . So if you just ask and shop around, a lot of people are also at banks that they think they have to bank with, but there’s a bank out there that’s gonna do what you wanna do. And remember, you’re in charge, not them. ’cause You’re, they’re actually working for you when you’re going to hire a bank to do a job. So the idea of having multiple accounts to be able to assign them to do different jobs is mind blowing.
AJV (17:40):
Yeah. Then, so, okay, here’s a technical question for everyone listening. So then let’s just say I, I just, I jotted down four. There’s a Bills account. We would, we would call it a household account, but Bills account, a spending account, a savings account, and then I stuck one called taxes. So let’s just pretend that we had four accounts, right? So when you get paid is it a manual I’m gonna take in my weekly paycheck and you know, this much goes here, this much goes here? Or are you guys suggesting that you have auto amounts going to different places? Or what, what are some of like the tactical best practices of managing? Yes. Because that takes a kind of organized Truman.
SR (18:22):
Well, well first of all, the, the biggest mistake is manually managing your accounts. The more you’re in it, the, you know, the more we tend to mess it up. No, love us. Right? It’s kinda like me in the kitchen. It’s fine. But the, the thing that we find is that you want to separate all of those accounts. Yeah. And
VP (18:41):
Yeah. Yeah. Yeah. So what what you wanna do is have all of your income come into your, your bills account. So that first, the main account that you have is your bills account. Yeah. And so all of your income, every source of income that’s coming in is coming into one main account. And you only keep in there what’s enough to pay for all of your bills and all of your debt payments. And then from there you automatically are funding Yeah. Funding the other accounts. Yeah.
SR (19:05):
Well, because the, the mistake that you, that you were alluding to that people do is they try to live paycheck. They try to assign paycheck to a specific paycheck to specific jobs. What we want you to do is let’s take a bird’s eye view, a monthly view of what your money can actually do in a month. And that’s from that bird’s eye view. Then we can start to manipulate each paycheck. But what we want, what we love AJ, is to take the rollercoaster ride out of this paycheck to paycheck, this feast or famine. You know, we have people say, well this is this, this, check the rent’s due. So we don’t really have a lot for groceries or, you know, whatever. So stuff like that. And we’re
VP (19:36):
Telling you can actually eat four weeks out of the month, aj, it’s fantastic.
SR (19:40):
. And so we do, we do want it to be very, even very smooth. And there’s a couple other things that this system solves you. One, you always know when you need to spend money, you always know where it’s coming from and that you have it. Right. That is that, I mean, we do talk to women a lot, but that is such a,
VP (19:57):
So much weight off the shoulders.
SR (19:58):
Yes. Especially as mom, they’re, they’re coming at you from every angle with something. And then so we really wanna be able to solve that problem. The other thing that you talked about, taxes. So that’s, we’re gonna separate. We, we really want you to separate your business and your personal and we would have you automate setting aside taxes. Mm-Hmm. on your business side. That way that’s always taken care of. ’cause That’s another monkey on your back that you don’t want to have. But really these accounts, it’s, it’s making it easily organized. It’s making it we even try to make it fun. Like we have clients rename their accounts.
VP (20:29):
That’s the best part that you can rename all your accounts. Yeah.
SR (20:31):
And you know what, so you have boys, we have daughters. If you have an account that says, you know, Melanie’s wedding, you are so much less likely to steal money from that for you to go to go to Target or whatever, go shopping. And so and so you can rename it. We have people say, my name is no when it comes to their savings account, like all kinds of
VP (20:50):
Fun things don’t touch this. Like, right.
SR (20:51):
Yeah. And so, and, and then the real thing is like when you log into your own bank app, you don’t need a special app. You can see all of this money Mm-Hmm. organized, you know exactly what’s going on all the time. I
VP (21:02):
Think that’s the other part of it is people believe or they have this notion that they need a separate app, some third party device or thing that’s gonna help them track all their money. And what, what we like to say is let your bank to be your personal assistant. Let your bank app do the work for you and you can set it up automatically. We teach them this system to where, like you said, the money comes in and then the money all goes out. And it’s all based on what your budget is telling you you’re allotted for those different accounts. But then once it’s set up, right, do something today that’s gonna make tomorrow easier. Once you can set it up, take the time to do that, you’re, you step back and it’s so nice that not have to worry about that. You know, for instance, for an example, my husband gets paid every Wednesday afternoon. So Thursday morning all my transfers happen. Mm-Hmm. . And I didn’t do anything. It just automatically happened based on what my budget said.
SR (21:48):
And you have money for groceries every week. It’s so amazing. .
AJV (21:51):
Yeah. And, and I love, and I love adding some of the funness to it of like, you know, you know, give it personality, but also give it purpose. Right? Mm-Hmm. it’s like, Hey, if I said this was for savings, it’s for, you know, something better words than savings. Right. That just kind of feels account that I can pull from kind of when I want to. But it’s like, no, what’s it, what’s it really for? Right. Yeah. Like, what are we, you know, and I love, you know, it’s like, well, I’m not gonna steal from a daughter’s wedding to go shopping. So, you know, I think those things are really have the, create those emotional attachments. Now there’s something that you just said, Vanessa, that I wanna kind of touch on, which is you said, you know, once you have your budget, you kind of know what stays in this account. How many people come to you guys and have never made a budget.
VP (22:39):
A lot. A lot. And we’ve also had people who have made a budget, but then they don’t know what to do with it. And that’s, I think that’s where we, where we feel bad because we have tried to use other people’s budgets for our business. And we first came to to, together we tried to find a budget that would help people you know, see if we can partner with somebody to use their budget that they’ve already created. And the reality is that there was not one out there that made sense to us. Mm-Hmm. that actually told you what to do with your hands. That literally was just words and numbers on paper. So even people that have made a budget, they’ll show us like this literally, or written, don’t paper know what they’re on. Yeah. Right. And they don’t know what’s, they don’t know what to do with it after they’re done with writing words and numbers on paper. And so, really, and the
AJV (23:20):
Reason I ask, the reason I ask is I was sitting here thinking, how many people actually make budgets?
VP (23:29):
Well,
SR (23:29):
It’s the B word for a reason. Right? Right.
VP (23:30):
It’s taboo.
AJV (23:31):
It’s so, so, okay, so here’s my question for you guys. How do you make a budget? Like, if we’ve got people listening today that are going, well, I thought budgets were people who, for people who didn’t make enough money or I felt budgets or something that you, you, you know, do only when you’re this. And it’s like, if you’re sitting there listening to this going, I I don’t actually have a family budget. I actually don’t have a budget for how I spend my money. What would be a couple of first steps for everyone to do if we’re, if we’re trying to get a financial grasp on how are we going to better steward the money we have? I I do think budgets are helpful and necessary even if you choose not to follow it. It’s like visibility, awareness is step one is awareness. Right? Yeah. So what, what do we do? Like, what’s step? Well,
SR (24:19):
I think, I think the first thing to think is, is to understand that the perception of a budget is that it’s restrictive. Yeah. And I don’t wanna do it. It’s a chore. But what we are going to do is we’re going to let, is show you how it gives you freedom. Freedom to spend and freedom to live the life that you wanna live, to be, you know, bougie on a budget as we say. But, and it’s a very simple process to make a budget. But I think going back to, you know, when you were talking about you and Rory as young people, it’s really about being intentional. Like I, yes, you make good money, but do you, are you really proud? Are you, are you, are you certain about where what it’s doing and where it’s going? Or and is it
VP (24:53):
Serving
SR (24:53):
You well? Yeah. Or is it serving future you? Well, so we can be really intentional and really fun, but what Vanessa was alluding to is we saw these budgets with variable fixed and blah. And where everybody’s like, but what, so what do I do with my hands? Okay. So what you do is you have your income. That’s what you start with. It’s very exciting, aj. It’s the best number. Everybody’s like, woo woo income. So we like to start with the income. Okay. And then next we like to li list out our debt payments. Okay. So we’re trying to do this, you could do this in 10 minutes. Yeah. Rough draft. Be okay with the, you know, b plus work. Let out your list out your debt minimums, because that is what you’re minimally gonna need to pay every month. Mm-Hmm. . Right? Our next list is our bills. We’re gonna list out our bills. And this is actually really eye opening for people. Like Vanessa said they start to see how many subscriptions do, do I listen to that much music actually, or you know, and, and start to see all of it on one paper. And when, when you had said about I make good money, that’s the budgets are for people who don’t. No, actually you need to get a good glimpse of where your money’s going. And that can be really eye-opening. So, you know, so the bills is the next one. Yeah.
VP (25:54):
So after you list it out,
AJV (25:55):
Can I pause there for a second? I have a question for you guys. This is back to a tactical question. How do you even do that? Like to, like, how do you even list out all of the bills? ’cause I think a lot of people are set it and forget it and sometimes there’s annual subscription payments that come out. And it’s like, are you are, how, how do you even do that for a very, for the person who’s going to, I actually, I want to do this. Mm-Hmm. . It’s like, how do you even know what you’re spending money on?
VP (26:24):
Well, we like to tell people to do a 90 day audit. So a 90 day audit, it’s gonna have you gather all the information that you need to be able to make this. Now we understand there’s quarterly bills, there’s annual bills, like we get that. But if, let’s just start with the monthly stuff first. What are you getting charged for monthly? And sometimes they’re on four different credit cards. Sometimes they’re in one account. Mm-Hmm. . So really the the idea here is to gather your information to know what are you spending your money on. And we wanna list all of those out. Yeah. Now a bill is something that you are getting charged for every month. So some people will try to list their subscriptions that are spending like, well, I’m just spending money over there. Like, no, no, no. You’re, that is something that’s coming in that you’re getting invoiced for, that you’re getting a receipt for. That is a bill. So that’s what you wanna, you know, you start with your income minus your minimum debt payments minus your bills.
SR (27:10):
Well, and what’s really funny is we, we do work with primarily people who make good money and they don’t necessarily need to cut their bills. That’s not usually the problem. It’s more spending. Yeah. But once they see everything listed out, aj and like you said, it’s just set it and forget it. Well, 7 30, 45, 99 over, like, once you start to see it, you’re like, oh, let me, let me go ahead and take a little ownership over this. Mm-Hmm. and, and clean it up a little bit. And that’s really the goal there is you, it’s not, it’s not about whether you have a gym membership and a Netflix membership and this and that. It’s about whether that is actually aligning with what you want your money doing for you.
AJV (27:44):
Yeah. And there’s
VP (27:44):
No shame on, like, we’ve had people that fill up every single line in our budget with their subscriptions and all their everything there. That’s fine. We don’t, that’s, there’s no shame in that. We want you to be able to live a life that you can afford. But that’s the thing is can you afford it? And sometimes you don’t know the answer to that because you haven’t listed it on paper to even see if it’s possible.
AJV (28:00):
I was in a conversation with my husband, Rory a couple of weeks ago about all these miscellaneous charges. ’cause We have a household bookkeeper that’s something that we’ve chosen to invest our money into because both of us are like, we’re not very good at monitoring this and we need someone to help us. And I, a couple months earlier I had seen those and I had gone in and made sure like, well, we don’t use that. We’ve outgrown that. Or we don’t, we, we hired, you know, a full-time nanny. We don’t need the babysitter app anymore. And so I had canceled all these, but they kept coming. Mm-Hmm. And I was like, I was like about to like dispute all these charges with a credit card. Like, I was like furious. I was like, I canceled all these, y’all, both of us had them on two separate cards, two separate account names. And not only were we paying for stuff not being used, neither of us had known the other person had also signed up and subscribed to it. So I think part of the reason you’re not was asking is like, man, you don’t even know where your money is going sometimes unless you’re doing these types of audits. And I had canceled in this particular with like a care.com, but he had signed up for one and we were both paying for the same thing. Gum app that we’re both of them not being utilized.
VP (29:15):
Right. It happens a lot. Yeah. We see that a lot. We, I even had a lady who was paying for an auto insurance on a card that she no longer owned for like a year. And she, we couldn’t, she wouldn’t, you know, I don’t have access to their bank accounts, but she was like, something’s not adding up as a girl. We have to figure this out. Sure enough, it was an insurance payment. Yeah.
AJV (29:34):
And, and so I think that’s why I ask, because I think that’s so important. It’s like, even if you go, oh yeah, I’m gonna keep all those, it’s just, just awareness. Yeah. It’s just awareness of like, where’s your money going? And that was just like a recent story that happened to us. And I’m like, ah, that is so ridiculous. It’s awareness. We had that So ridiculous. Yeah. Didn’t even know. It is.
SR (29:55):
Yeah. It is awareness. And that’s like what we were talking about sweeping, sweeping the under the rug usually. And I you said you that you guys have a bookkeeper because you’re not good at math. Which I would not agree with. But anyway. Yeah. I thought I was gonna, you were gonna say ’cause you’re too busy. Yeah. Like you guys are a lot busy. You have full lives. And do I wanna spend amount, amount enough time on, on my budget?
AJV (30:14):
Absolutely. Managing it.
SR (30:15):
Oh, managing. That’s what was, sorry. Yeah. She’s like, excuse me. I’m very good. CEO good at math. I don’t like math, but really, but who has, who has the time? And really we do try to solve that, right. And make this a very hands off, very easy system so that you, so, so that we all can spend time on, on more fun things than budgeting. But it is, it does happen more often than you think. And that’s really what, like you said, it’s just awareness. Let’s just look at this once in a while and make sure that everything that we’re spending our money on is what we wanna be spending our money on. Well,
VP (30:42):
In the old days, you think about, there were check registries, people were, they’re tracking transactions. There’s apps that are trying to help you do that. And you’re, that is so time consuming. Nobody has the time. We’re very busy. We have a lot, we have wonderful lives that we’re very excited about. They’re very full that we want to do. We wanna spend our time doing other things with our kids and at their events at work. Nobody has time to sit there and track your finances. So, like Shana said, the way that we have it set up for you is an automatic system that if you just take the time one afternoon to be able to do, it’s a basically a set it and forget it. Remember that George Foreman a long time ago, that I didn’t forget it. That’s basically what it does for you. And it allows you time back, the freedom back to not have to track or account any of your stuff.
SR (31:24):
And if you can imagine the Bills account, so what, what we said is if you have one checking account right now, you have hundreds of transactions, like literally every, every Chick-fil-A every, you know, soccer due from YMC or whatever, everything is in there. If you switch it to what we’re talking about having a Bills account, you would’ve found those much easier because there’s only so many bills transactions happening. And you can really, you can clearly isolate that and without a lot of time and you’ll be able to see it. So then, but okay, so to recap, we were talking about income. Yay. Fun number, excited. Everybody’s having a good time immediately to kind of the worst number, which is debt minimums, which the Vaden didn’t have when they got married. Congratulations. And then we’re going to the bills, right? But then after that is the,
VP (32:02):
The most fun.
SR (32:03):
That’s when we’re getting, we’re getting, we’re finally here where we get to spend money. It’s very exciting. This
VP (32:07):
Is where you live in your budget, right? Yeah.
SR (32:08):
And so this is really what, what differentiated us when we, when we made our, our budget. When you spend money, this is when you’re swiping. When you’re either going to the grocery store, you’re going to the restaurant, you’re going even if you’re paying for a babysitter, all of this stuff that you’re spending, it’s not a bill, but it’s over here. It’s discretionary. It’s different every month maybe. And that’s what we really wanna put over there in that column. And we will add, you know, with, when you use the audit that we talked about, that’s when it can get a little ugly. We’ve had clients come in and say, well, I did what you told me and I wanted to throw up, up. So thank you for that. Because they were spending so much money on restaurants. Imagine, you know, $4,000 a month on, on restaurants. If you have a goal to get out of debt, seen it, you have a goal to travel. Like, you know, it’s just not in alignment. And that’s what, like you said before, awareness. It’s what it’s really about.
VP (32:54):
Yeah. So the idea with this spending account is really just allow you to see how much money you’re spending. And so there’s two questions here. What am I spending my money on and what do I wanna be spending my money on? Mm-Hmm. . And then once you decide what your budget allows, then you can designate a certain amount of money to be transferred into that spending account from your built account each paycheck. So it allows you the right amount of money with some guardrails. Like we never wanna make you feel broke. But the idea here is, you know, one of the things I like to ask my clients is ever have you, have you ever asked a millionaire how they got there? And the answer is, it’s never on accident. Like, it was very strategically planned. And so what with this, we wanna give you the right amount of spending money where it feels good and you feel like everything is covered and there’s a little bit of cushion, but it’s, you’re not, it’s not out of control. Right. And also you don’t feel restricted.
SR (33:37):
Well, and another key part of this pers of this spending column, and we’re not done yet, we got one more column after the spending, but is personal spending. So when you were asking earlier about feeling people have money, baggage, and they have different kind of self sabotage things that they do when it comes to their money. And so one of the, one of the ways to fix that is to get you used to having money. You have money, you have money to spend, nobody’s telling. You can’t. And so you can take away some of that, some of that angst that people have. You have permission. You have permission. Go to target girl, go to target to your heart out or wherever you need to go. And, and, and that’s the personal spending money. And we want that separate for each you know, the the husband and the wife or whatever, whatever you know, situation you have there. We want that separate so that you can, you can have it. And, and it really does help heal. Yes. Your relationship with money in some ways. And, you know, this whole system is really gonna help heal your relationship with your spouse when it comes to money as well.
AJV (34:35):
Hmm. Yeah. I think that’s so good of just like the personal spending accounts where it’s like, don’t have to ask permission. These are set aside amounts where it’s my free will money. And I, and I love that. And I think, you know, one of the things I think is like, so important that you guys brought up is like, we have money baggage, right? Mm-Hmm. . There’s money trauma or money insecurity or scarcity or whatever, whatever there is. And I, I would be curious to hear a couple of things that you guys have just seen that, you know, as people are listening, it’s like for the people listening who are going, man, it’s like, I know I should do all these things, but I’m still not because I have this emotional disconnect with money. And you know, one of the things that I run into a lot is people always think, well, I have to make more.
AJV (35:22):
I have to make more. And the question is, but do you Mm-Hmm. And it’s like there’s a, to some degree it’s like, could you ever make enough? Or is it really, I need to make more? Or is it you need to spend less? And, and I would just be curious, what have you guys seen as, you guys have been doing this with so many people over all the years of like, what are, what are some of the, the challenges that you guys seen and some of, hopefully some ideas of how do people overcome some of those money? Emotional? Yeah.
VP (35:59):
You know, we’ve had couples come together and, and never actually talk about money before they get married. And so when they get married, well, first of all, nobody ever taught them how to handle their own money. And then they get married, and now you’re having to handle two people’s, you know, two people money together that neither one of ’em ever spoke about. Mm-Hmm. So then you have the husband whose family maybe was very wealthy never had to worry about money. So he just spent all the time. Then you have the wife who came in whose family didn’t have a lot of money. So any money she does have, she wants to hold onto it because there’s money baggage there. And he has money baggage in his own way because never had to worry about it. So it was never a problem. Right. And then they come together trying to work this out and, and do finances together. It’s really, really difficult.
SR (36:40):
Hmm. Yeah. And one of the, one of the things that people are doing is they’re, they’re trying to not, they’re not looking at their numbers. So they’re just spending, spending spending until the, until they get to zero. That’s usually, or until their credit card balance is, is maxed. That’s, those are the two options. And, and so when we take ’em through the system, they have to get used to having money. It’s such a strange phenomenon. Like, you know, you, you’re making good money, you have money, like you’re, you’re doing well, but they, you still have this internal need to spend, spend, spend because you, you’re still living on that 18-year-old system or whatever where I didn’t have anything. And it’s scarcity. And so that is one interesting thing that we’ve seen is their, their money starts to stack up in their savings account. They have money every time they get paid.
SR (37:21):
And you can’t, you can’t have this self-sabotage loop of spend, spend, spend, have no money, spend, spend. It starts to break it. But it really is about, you know, taking full ownership when it’s amazing how I, how we can see people that, that spend money on their hair, their nails, their vacations, their, their car, like they’re so spiny, but once they actually start to look at it, they, and they take ownership. They’re not running from it anymore. Right. They’re looking at it, they’re taking ownership. They, they change. They really do. This is gonna blow your mind. They get more excited about saving money. Mm-Hmm. than spending money. And that’s just what we’ve seen. We’re not telling them to do be that way. It’s just like, right. It starts to be like, kind of be gamified. Like I ca I am this new person that, that gets more excited about spending than I, or saving than I do spending.
VP (38:05):
We have on average, depending on where people are in their, their financial journey, like they’re either paying off or saving about $20,000 in six months after working with us and seeing that the system that we put in, in place for them. But Shayna just had a client the other day who had money in the account and before they met, she just like transferred it out somewhere and Shayna’s like, what, what’d you do? And she said, well, I had money in there, so I just moved it. And she’s like, no, no, no. What the reality is, is because she’s not used to having money, she’s not used to seeing any money in her account. She’s usually always in the red or it’s, you know, at zero. So for her to see this money that we specifically put there on purpose, that was really hard for her to like settle with and be okay with.
AJV (38:41):
Yeah. I think, I think that that the, those emotional ties to money that we all have, regardless if it came from childhood, adolescence, adulthood, doesn’t matter where it comes from, it comes from something. And it’s, it really is having good awareness of what am I making? What am I spending, what do I want? And then what do I have to do about it? Right. Mm-Hmm. . And I think those are all kind of like some of like the basics there. For the, for, for everyone who’s heading into the new year, which we’re just right around the corner if we were to talk about just some simple steps that anyone can take to have more financial authority over their money in this next year, what would be some of those simple next best steps?
SR (39:25):
Well, as we alluded to, go ahead and print out three months worth of those statements. Print out the credit, whether it’s credit card or debit card, no shame there, but let’s just look at it. We like, we like to imagine that everybody can embrace their inner nerd and just get some highlighters, get, you know, just take, take a moment and just look and see what’s been going on. Bring
VP (39:43):
A beverage, bring some snacks, make a fun afternoon of it, and
SR (39:46):
Really just see what’s been going on with your money. And you know, when, when people do this, they, they tend to get down on themselves a little bit. They like, like we alluded to, several clients have come and say, well, that wasn’t fun. Mm-Hmm. . But actually it is fun because what it is, is it’s the first step in you taking complete ownership and you should be really proud. Like, awesome, you’re doing awesome. You’re doing the next, the next right thing. And that’s what we wanna do. We wanna look at where, like Vanessa said, where what we have been doing, and it’s really exciting to make a plan of what we want to do. Yeah. Because one of the things when we put the numbers into a budget with any new client, they’re, they’re like, wow, I have that much money.
VP (40:19):
Yeah. That, that’s true. Literally when we make a budget, they’re like, what do you mean I have $3,000 left over? I’m like, well, I mean, the one thing we love about finances, that numbers don’t lie. Yeah. Math doesn’t lie. It’s really black and white. So for them to be able to see all this leftover money, it’s really eyeopening. So, you know, when they do the 90 day audit and they look at all their, their, their
SR (40:35):
Numbers Yeah.
VP (40:36):
How they have been spending their money. The next step is to, the one thing that they can do is separate your accounts. Mm-Hmm. If it’s the one thing that they got out of this podcast at all is to open a separate checking account specifically for spending, and they can transfer a certain amount of money in the air every paycheck based on what their budget allows for them to have the freedom to spend. So that way it’s not convoluted, it’s not met mixed up with all of their bill and their debt payments. Well,
SR (40:59):
And just one more little thing, you know, we’re coming into the new year, you’re gonna be thinking about your goals anyway at brand builders. You know, we start with who, who are, who are you going to serve right here? Think about who you wanna be. Think about what you guys, what this big exciting vision you have for your life. Because no matter what it is, whether it’s being generous, whether it’s traveling, whether it’s something for your, your kids, it re probably gonna require money. Mm-Hmm. . So we wanna come up with that vision because that vision is what you’re gonna be able to you’re gonna create a budget to fulfill that vis vision and that’s what’s gonna inspire you to keep doing it, to keep trying to to keep looking at the number, stay motivated and stay motivated. Yeah.
AJV (41:35):
Yeah. The, that’s good. And I, and I love that ’cause it’s like, money is not bad. Right? Letting it rule over your life is bad, but money itself is not inherently bad. It is not bad to make money. Money is necessary and does much good. It’s just what we do with the money and is it ruling over our hearts or are we ruling over it? And this is a step to putting you in control over you ruling it, not it ruling you. Right. Exactly. Yeah, this has been so good and, and so timely as we head into the new year and specifically as we’re going, like most of your spending for the year is done. Mm-Hmm. . So it’s a good time to do a year in review, reset order in review whatever, whatever you can tolerate, right? Mm-Hmm. . But to do some sort of review and go, well, how could it be different in the future? And I love that. Now you guys also have a, a big launch coming out. Mm-Hmm. . Do you wanna talk about that?
SR (42:34):
Oh, well, yes. We really, really do. So we talked about this budget system that we created working with clients after, after you know, using other ones. And we have redesigned it and it’s really important that everybody knows it’s clear, it’s beautiful. That’s important. It’s important. If you want to look at the math, it should look nice. It has check boxes. Yes. We have added some bells and whistles, but it’s a whole system for you to be able to take control of your finances and, you know, set up your
VP (42:59):
Budget. Yeah. So you get lifetime access to this budget system. So you get to use it year after year. The idea is that you use one whole system for the entire year, then you get to re Mm-Hmm. download a new one and for, you know, 2 20, 26, 27, all that. But it also comes with a course. It comes with how to videos and exactly how to use it. So you are the most successful when you’re going through it and putting all the numbers on paper. But the reality is, is that, like Shana said, it is simple, it’s clear. It allows you to really see your money as a whole. And the best part, one of the best part is that you can print it all on one paper. Hey, so we were very specific when we designed it that if you wanted to print it out, you can do that. And it’s right there in front of you. We figured if numbers are on one paper, it can’t be so scary. That
SR (43:39):
May be so scary if it’s one page right. Like that, that seems fair. And so you can go to budget besties.com/aj to to check that
AJV (43:47):
Out. Yeah. So I would just encourage, like, if you’re listening to this going, man, it’s been a while since I made a budget. I should probably, I should probably have one. Or man, I don’t really know what to do and I never review my spending. This is an opportunity to have a reset moment. Mm-Hmm, , right? This is an opportunity to go, how do I do it in a simple way, a clear way, a navigatable way, one that feels like I can actually do it. And so I would just also encourage you, whoever’s listening, if this is a season that you need to just re-look at how you’re making money and spending money, this would be a great opportunity. So again, budget besties.com/aj and check out the simplified budget system to help you take control of your money. And also, I would encourage if you guys have enjoyed listening to Shayna and Vanessa, then also check out their podcast.
AJV (44:43):
You guys can go to budget besties.com/podcast. And then you can also just look it up which is Financial Coaching for Women. So check them out visit their podcast, check out their website check out this course. And most importantly, make sure that you make some changes about how you’re viewing your money so that you get to keep more of it. Shane and Vanessa, thank you so much for being on the show. For everyone who’s listening, stay tuned for the recap episode and we will see you next time on the influential personal brand.

Ep 543: How To Find Where Your Ideal Clients are Gathering | Michael Mogill Episode Recap

RV (00:06):
Welcome to the Influential Personal Brand podcast. This is the place where we help Mission-driven messengers, just like you learn how to build and monetize your personal brand. My name is Rory Vaden and I’m the co-founder of Brand Builders Group, a hall of fame speaker, and New York Times bestselling author. And this show is to help experts learn how to become more wealthy and well known. I know you’re gonna love it. Thanks for being here. Let’s get started. Before you can sell to your clients, you have to find them , right? I mean, where do you find your ideal clients, both online and offline? This is an important question. If you know where they’re at, then you can go and be there and be, build relationships with them and get plugged in and then start doing business with them. But the question is, how and where do you find these people?
RV (01:01):
In this video, we’re gonna share with you the eight top ways to find where your perfect clients all hang out. Let’s dive in right away with number one. And the first one is, it should be where you hang out. It really should be, it should be all the places that you hang out. Why? One of our fundamental core beliefs at Brand Builders Group is that you are always most powerfully positioned to serve the person you once were. Which means that if you are building a personal brand, it should be built around people that you’re trying to help. The people that you are best suited to help and who you are most likely to make a lot of money from quickly are the people who are like you were a few years ago. That is who you’re most powerfully positioned to serve. It’s who you are most divinely equipped to help support, which means that those people should be you.
RV (02:00):
They should have been you maybe five or 10 years ago or something like that, right up front. If you’re having a hard time finding your ideal clients, then you might be serving the wrong avatar because that means you are trying to reach someone who you don’t fully understand. If you’ve done the rest of your personal brand strategy right, and you’ve had a good strategist from our team, or if you’re doing it yourself, you should be dialed in on these people because it should be you. So ask yourself that question. Where do you hang out? What are the, what are the magazines that you read? You know, what are the conferences that you go to? And, and you really should know those if you don’t. That brings us to number two, which is ask, ask your current clients where they hang out. Send them a survey, call them on the phone, shoot ’em a quick email, like when you see them at your, in your next encounter, just ask, Hey, what are the books that you read?
RV (02:59):
What are the magazines you subscribe to? What are the podcasts that you listen to? What are the conferences you go to? What associations are you involved with? Who do you follow? Like ask your current clients. Where are their favorite sources of media? And there’s lots of ways to ask. You could do that in person with a email, with a survey, et cetera, et cetera. But ask, it is one of the legitimate best ways to find new pockets where your clients might be hanging out that you’re just not aware of. So go ahead and ask. It’s super, super, super simple. Number three is follow other industry leaders. You should follow other industry leaders. One of the biggest mistakes that personal brands make is that they forget, in order to be a great teacher, you must first be a great student. So you should, again, you should be studying, you should be learning, you should be following other industry leaders or other leaders who are in your space, not ’cause you’re gonna copy them, not ’cause you’re gonna steal their stuff, because you’re gonna learn from them.
RV (04:02):
And because that’s gonna help shape you and, and, and help you understand your space. It’s gonna help you know what’s already been written. It’s gonna help you in order to forward the conversation, which is what a thought leader does. A thought leader forwards the conversation. You have to be in the conversation, right? You have to know what conversation is being had. So follow the other industry thought leaders, because they’re gonna point you to resources and talk about people and events and tools and media outlets and groups that you can be, you know, plugging into. And that’s gonna help, help you understand really quickly where those people are. Which brings us to number four, which is kind of related. It’s podcasts. You should be listening to the podcasts in your space, right? Like they’re going to interview and feature other guests who are world renowned leaders in, in your space.
RV (04:54):
Now, our goal here, right as we build your personal brand, is that one day we want you to be the guest, right? I mean, one day you’ll probably be the host first, and we want you to get interviews with those other people. And then one day we want you to become the guest where you are the expert thought leader. You are the most world renowned authority. You are, you know, the leading, recognized voice in your space, but you have to kind of know who those people are. And so listen to the podcast and this plugs into number five, which is search. Use the search, search for your topic, search for your space, search for your audience in each of the search functions, not just Google, but search in the YouTube search bar, search inside of Twitter, search inside of Facebook, search the terms on TikTok, search the actual terms, and that will introduce you to the leaders, the influencers, the movers and shakers.
RV (05:49):
And it’s gonna show you the groups, right? Search on LinkedIn and, and you search a topic like sales and all the top sales groups are gonna come up. They’re all right there, right? Someone has already gathered your audience. That’s the great thing is while you want, while you build an audience, you want to find existing audiences while you build your own audience, which is one of the things we’re super passionate about, is teaching you how to build your own audience while you’re building your own audience. You need to find existing audiences, and that’s what this whole video lesson is all about, right? So use the search feature. Relatedly is hashtags, which is number six. Hashtags are going to help you find your people. And, and if you’re following industry leaders pay attention when they use a hashtag, right? If you don’t know what a hashtag is, right, it’s just, it’s just the pound sign and then a word, right?
RV (06:42):
Like, you know, we sometimes use mis pound mission driven messengers. And so if you’re following brand builders group, that’s like one of the hashtags that our, our people youth, right? So you would, if you were following us, you would pay attention and go, oh, there’s other people who are following this, this type of a hashtag. You gotta know what are the top hashtags in your industry? Again, this tool that I’m gonna share with you at the end of this video is gonna do all of these for you. So make sure that you stick around. Number seven is Google Alerts. Google Alerts. Google Alerts is one of the oldest features of Google. A lot of people still don’t know about it, but it still works really, really well. You can actually take any term that you would ever type into a Google search bar, and you can set an alert for that term.
RV (07:29):
And what a Google Alert does is it automatically emails you anytime that term shows up in a new published article or in a new online mention somewhere. So Google is scraping the web and it’s, it’s basically like making Google an employee for you, like a virtual assistant or something that’s gonna go scour the internet every day for all the new articles and all the new websites and any new mention of the terms that matter most to you. By the way, you should at least have a Google alert for your name, because you definitely wanna know when people are talking about you and writing about you online. So make sure that you set up Google alerts. And then finally, number eight, the tool is called Spark Toro. This is my absolute favorite. This is a tool that we discovered maybe about a year ago, and it is incredibly powerful because it basically does all of these first seven things for you.
RV (08:25):
What Spark Toro allows you to do is basically type in a topic and then it will tell you all of the people who are sort of like the leading authorities on that topic, or basically it, it scrapes the web and says, people who follow this topic also follow all of these people. The other thing it will do is you can say, you can put in a person and say something like, you know, whoever Mel Robbins and you say, I wanna reach people like the people Mel Robbins reaches. And so you could say people you type in Mel Robbins and Spark Toro will tell you, here’s everybody who has followers that are similar to the people who follow Mel Robbins. It’s a tremendously powerful tool. It it’ll introduce you to you know, branded, like branded or themed accounts or company accounts or just like communities as well as other thought leaders who you’ll be like, I didn’t even, I’ve never even heard of that person, even though maybe you have been in the space for a long time.
RV (09:26):
So we’ll include an our affiliate link to Spark Toro, but it’s a free tool. You get so many free uses of it, or at, at least at the time of this video, it is a free tool and you can use a couple free searches a month, and then you pay some very nominal rate to have access to this. So check out spark Toro. You can click on our affiliate link or just check it out on your own. But there you have it. There you have it. Eight ways to find your ideal audience. You have to find your audience before you can sell to your audience. And remember, before you can be a great teacher, you must first be a great student. So make sure you’re plugged in to your area and to your space to that you are one of these people in and among the crowd, so that you can then rise and raise your personal brand to where you’ll become at the front of that crowd.

Ep 542: How to Build a 9-figure Personal Brand with Michael Mogill

RV (00:03):
You are about to meet someone that I admire dearly. Michael Mogul is someone who I think is the epitome of someone who is doing the things that we teach personal brands to do. Except he’s not a client of ours, . He has done this all on his own. He has an amazing business with his wife, and they’re an incredible couple. I would be remiss if, if I didn’t share that I was introduced to Michael by one of my dear friends and one of a brand builders group client the late John Ruhlin, who is one of our sweet friends who, who passed away tragically recently. And John was such a giver, and he was always introducing me to people. And every time I got a message from John Ruhlin, it was like, man, I knew, I knew I needed to, to, to, to connect with somebody because if John was, was making that recommendation, there was a reason why.
RV (00:56):
And Michael has been amazing. Let me give you a little bit of his formal bio. So he’s the founder and CEO of Crisp, which is the number one law firm growth company in America. So they advise law firms on how to grow their practice and do another number of things related to, you know, improving operational efficiency, increasing profits, marketing, sales, the whole thing. They, they curate a huge event many different events, but a, a, a huge event. And he is also the author of a book called The Game Changing Attorney, which is one of Amazon’s bestselling books in the legal category. He hosts the Game Changing Attorney podcast which again, is one of the top podcasts in his niche of legal market leaders. The, the, the conference they put on is called the Crisp Game Changer Summit.
RV (01:46):
It’s huge conference. They’ve had many of the biggest speakers in the world and they help thousands of attorneys that are from solo and small firms to large practices just to differentiate themselves and, and earn millions in revenue. And in the process of that, the Michael’s company, Chris, has become very, very well respected. One of the fastest growing companies in Atlanta, twice, has been on the Inc 5,000 in the top 10%. And he’s just a, a student of personal development and, and personal growth. And I just want you to hear the story of how somebody has built a massive business serving one very specific niche. And so here to tell us that story is Michael Mogul. Michael, welcome to the show, man. Thank you for having me. So tell us a little bit about how, how you got, so, first of all, did I say anything in inaccurate in what I just said? That, that, that was a mouthful of me trying to just recapture, but that, that, that’s it, right? Like you guys serve the, the just lawyers exclusively in a very, very deep way. You curate events just for them. You write books just for them. You create podcasts just for them, right? That’s right. And, and as you were saying it, I, I felt like you were talking about
MM (02:58):
Somebody, somebody else. So it’s a, it was amazing, right? Like the, you hear all these accolades and you know, it, it’s, it’s kinda like the feeling that I had when I released, you know, our first book and, you know, the day before. I wasn’t a bestselling author, but the day after I was. And it’s just, it’s amazing how, how life changes.
RV (03:13):
Yeah. Yeah. So give us a sense of the size of your business to whatever e extent you’re comfortable. The, the number of customers you see, the, the size of your, your employees, your, your, the size of your events, just like whatever, yeah. Whatever analytics or empirical stuff you can give us to give us a, I wanna, I want people to understand a sense of the scope of what you’ve been able to build, serving a, you know, a a very specific audience.
MM (03:39):
Yeah. Yeah. So at this point, we work with about a thousand law firms across the country. Okay. And then roughly, because we also work with I’d say probably close to about 2000 law firm team members. We have, you know, this point, I’d say probably between 120, you know, 120 to 130 employees, right? That are full-time in the company. We are high eight figures. We’ve gotten a nine figure valuation for the business. And the business is entirely bootstrapped, started with $500 to my name, no investors, no loans, no partners, you know, no funding. Nothing like that.
RV (04:07):
That’s incredible. And, and this is one of the first points I want to make for people who are listening. I’ve been saying a lot that too many people are chasing the, the width of their reach, that they’re forgetting about the depth of their impact. And everybody’s chasing millions of followers, millions of followers, millions of followers. You’ve got a business that’s valued at nine figures with 1000 customers. That’s it. One, one thou not tens of thousands, not hundreds of thousands, not millions. 1000 customers, nine figures, for those of you mathematicians, that’s a hundred million dollars plus valuation from a thousand customers. Michael, that’s extraordinary. And I think that that represents the future of how monetization will be done for, for, for personal brands. So tell us about how you started it. ’cause I, you, I know when you and I talked before, you were like, yep, no investors and no partners. So, so how the heck did you start it? Because clearly if you didn’t have investors and a bunch of money, you must have started, you must have started fairly small, right?
MM (05:17):
Oh, yeah, yeah. I mean, as, as as small as small gets. So I am a first generation immigrant. So my, my, my family and I, we immigrated here. They were, you know, refugees coming over from Eastern Europe. We came here, I was four years old and you know, this was in 1990. And at the time, you know, my, my parents, you know, being immigrant parents, my career path was either doctor or lawyer. And when I went to college, I actually went pre-med at, took the mcat, got into medical school, decided that that was not for me. I spent, you know, hundreds of hours shadowing doctors, but I was always very entrepreneurial in nature. Like, I had a, you know, a web design company when I was 16 years old. And, you know, there’s always like these entrepreneurial ventures. So at the time, you know, where, you know, when I finished college and, you know, I got into medical school, I put in for a deferral just essentially to say, well, I’m not sure I wanna go yet, but I wanna take a year to just kind of find out.
MM (06:05):
This was in 2008. For those that remember this was, you know, not a great time in the economy. So I go from, you know, seemingly about to go to medical school, to washing dishes at a dive bar. Nice. It’s called Taco Mac. And yeah, it was like the American dream. You can imagine how, you know, how proud my parents were at this point. And essentially I went from there to washing lab equipment at the CDC, so the Centers to Disease Control. And while I was there, I had an opportunity to do some of the web design and web development. But really I was trying to figure out like, what do I wanna do with my life? And how do I want to, you know, spend my time? Like, what, what skills do I have? I knew I didn’t wanna go to medical school, so, you know, I just, I started doing all sorts of stuff.
MM (06:43):
Like, I would try to use the time productively to develop skills, whether it was in understanding like money, or whether it was understanding marketing. And I bought a camera. ’cause I just figured this would be like a lifetime hobby to learn, like, just to, just to take pictures. Wow. And every day I had the goal of just like taking one great photo and it was like, you know, like taking photos of flowers and plants and, you know, that sort of thing. But for me, my hobbies, you know, tend to turn into businesses. So the, you know, getting the camera turned into a photography business. And this was originally in like, in the hospitality space, so like bars and restaurants and concerts. Okay. Photography became, you know, video. And we had a a company in Atlanta where we were just doing photography and video and, and nightclub promotions and just working with like Live Nation when there were concerts that came into town.
MM (07:26):
And eventually I started doing that full time. After I’d say four to five years, I started to realize that I think I’m sitting at the wrong table. Meaning that, you know, I’m, I’m going all in on this, but half of our clients go outta business every year. ’cause The bars and restaurants turn it over, and then when it rains outside that, you know, that affects our business. So who would be a better fit client? And at the time it was our corporate clients. So things like the W hotels, red Bull, Verizon, Coca-Cola. So that’s really how CRISP started. It was the pivot from, you know, one industry to focusing more on, on corporate clients. But at the same time, we had no focus, like, meaning that we would work, you know, doing videos for anyone. I mean, when I started the business, even originally in 2012, I had $500 to my name.
MM (08:06):
So it’s like, how do we get clients and customers? And I just went down my list of contacts on my phone and I messaged everyone. I was saying, does anyone know anyone who needs a video? Right. And, and we were doing, I mean, it didn’t matter if we would do like a bar mitzvah or a soccer tournament or, you know, you’re just, you know, filming a dental practice, you know, whatever it was, there was just no focus whatsoever at the time. It was just, how do I get business? It was just me. And I will say that one of the biggest, you know, kind of pivots in the business that that led to a lot of exponential growth was when we started working with lawyers and law firms. So at the time we were doing videos for everyone, brands, different types of professional services, like just all sorts of different industries and businesses. It was just, it was about selling video to everyone, which was not, you know, not a great way to scale. And then,
RV (08:48):
Yeah, so you, you’re doing like, you’re, you’re, you’re selling to everyone, but you’re a generalist and so you’re just like, yeah, getting low dollar things like here and there. When, when you, when you decided to go on law firms. ’cause ’cause Yeah, here’s the ironic fear that all of our clients have when we, when we tell them like, Hey, pick, pick one and, and serve one audience very deep is they think that that will be limiting. They go, well, if I only serve this one audience, I’m gonna be saying no to all of these other people, and that that’s gonna make my business smaller and less revenue and less profitable. It’s like the, the idea of focusing on a, on a more specific, they, they confuse that being specific means being smaller. But it was not, it’s not that, it was not that way for you.
MM (09:43):
Absolutely not. And in fact, I even learned this lesson from many of the lawyers we worked with. So at the time, I mean, this happened by accident. I’m not a lawyer, nobody on our team is a lawyer. And we had a a fan, a phenomenal attorney come to us that essentially she, you know, she was working hard, but she couldn’t compete with the big advertisers, whether it was on tv, radio, billboard. She didn’t have the resources to compete. And we ended up producing a number of videos for her, like really that highlighted her area of expertise, what set her apart. Those videos went on social media and her business exploded. And then that led to her referring another lawyer that she knew and then another lawyer. And at the time, I didn’t know anything about the legal industry. As I started to learn more, I saw a super saturated, very competitive, commoditized space that consumers have a difficult time differentiating one lawyer from another lawyer.
MM (10:29):
And then I saw that, okay, well if they’re producing these great videos that tell their story, this becomes in, in a way a competitive edge, right? Especially for, you know, most law firms which can’t compete on TV and radio and other traditional forms of advertising. I also found, and this is kind of where that niche focus starts to come in, is that the law firms that came to us that were these full service firms that were doing personal injury and criminal defense and family law and so on, they were really struggling to bring in cases versus the ones that were honed in on one practice area. But the ones that were doing the best were honed in on one practice area, but then they found a deep niche, like a personal injury lawyer that focused exclusively on trucking accidents or motorcycle accident cases, right? The ones that had that, you know, that deep niche, they were able to be very focused in their marketing messaging and also were able to stand out and differentiate versus saying, Hey, we help all injured people, or we help not just injured people, but we also help those going through divorces.
MM (11:20):
And we also help those that need like, you know, business litigation, right? Because you’re just so broad. So I think that’s where, you know, that that started. And then for me, when we made that pivot fully and exclusively to working with lawyers and law firms, it’s just, I candidly saw that we were making a much greater impact. And I liked helping small business as opposed to some of these larger corporations where, you know, they had to spend the money, right? They, they had the budget, it was a lot of like decision makers, but helping another entrepreneur was much more rewarding. And we were helping them solve a challenge that we ourselves were solving in the process of how do you differentiate and stand out in a very crowded space where consumers have a hard time towing one apart from another.
RV (11:56):
Yeah. And I, the the other thing that’s amazing about this, right, is somebody listening might be like, oh, well that’s good. Michael figured out his niche and he’s crushed the law space. So now I can’t get into the law space. And I go, no, you’ve reached a thousand, you have a thousand attorneys. How many attorneys are there in the us? Do you have any idea?
MM (12:19):
Oh yeah, there’s about 1.3 million
RV (12:21):
. So 1.3 million, which means not only is there plenty of room for you to build a nine figure business, like you could have thousands of people who just served lawyers in, in a really deep way and people, but we think somehow that like, it’s gonna be limiting by limiting our, the, the, the, the, the audience we’re gonna lose. But it’s, it’s totally the opposite. And that’s really powerful, the example you used of your clients doing the same thing. So you’re saying that even your clients that succeed, they’re the, the ones who are really doing well, they become really known for one specific thing. We call that like breaking through shehan wall on one thing, not advertising, just like we do all your legal needs.
MM (13:10):
Absolutely. And in fact, I was speaking with a, with an attorney recently. So she focuses on allergen law and apparently there’s only three lawyers. She focuses
RV (13:16):
On what? Allergy
MM (13:17):
Allergy law, right? So like if you, let’s say the types of cases would be if you go to a restaurant and you have a child who’s allergic to peanut butter and you tell the restaurant, Hey, you know, make sure no peanut butter, but then they put, put it on there anyway. And they have, you know, this massive allergic reaction they have to go to the hospital that is allergy law. And she said that she’s one of three that focuses on allergen law across the country. Like meaning that there’s just, there’s only three of them. It’s not, it’s not a super well-known practice area. There’s not a ton that do it. But she’s become kind of the go-to expert in this space because she writes books on allergy law, she’s now working with the FDA in terms of advising them. She works with several nonprofits and, and it’s such a, you know, you can find like the more narrow the focus we find, the more successful they are generally and the more known they are for that specific area.
MM (14:02):
Like, it is much, much easier, I think to grow a successful law firm. Probably a successful business as well, if you’re very clear on, and, and as you know, Roy, I mean like, you know who you’re for and who you’re not for down to the marketing messaging down to being able to differentiate and stand out and resonate. So I find that the more and more you niche down, I mean, I guess the common thought is that, oh, there’s gonna be less available. You know, like total addressable market, right? It’s like, oh, there’s gonna be less people, but you don’t need to win. You know, you don’t need to boil the ocean essentially.
RV (14:29):
Mm-Hmm, . Yeah. Yeah, yeah. Again, you got a thousand customers, I think. So, so you started as a video production company. Effectively. Now when, when I, when I think of narrowing your niche, you know, people use that term generally, but I think of it as even more specific to not just who you’re serving, but what you’re doing for them. And so I think that’s another really strategic decision that needs to be made, is not just who are you going after, who are you helping? Like what audience are serving, but what are you providing to them, right? So you go like these thousand lawyers, you started by providing video production. It’s then a, the next question becomes, okay, when do I, when do I, and what else do I offer? Like, you know, do I do their financial accounting? Do I do their janitorial services? Do I, do I service their cafeteria? Like, you, you could do all of those things. Talk me through, so you clearly you started with video production and then you expanded to other offerings when and what and how and why and when did you choose to expand the offerings?
MM (15:39):
Yeah, so when we started out, you know, started the company in 2012 video, then started working with lawyers, I believe around like 20 13, 20 14. But really the, so the expansion started where, you know, video was great, you know, to help somebody differentiate and stand out from the competition. It was great content. But then the next thing we heard was that, okay, I’ve got this great video, but how do I get it out there? Like, how, you know, how do I actually get the phone to ring and how do I get, you know, get known? Which is really where the marketing started of us placing the content on social media for our firms. So that was the marketing piece. And then we realized, you know, several years in that, okay, you can have great content and you can be, you know, promoting and amplifying that content, but then what happens when someone reaches out to you?
MM (16:18):
And that’s where all, like, everything beneath the iceberg of do you have a good business? Do you have the right people in place? You know, is the operation strong? Like is the culture, right? Like all those elements that sometimes you can have great marketing, but if you’re already working 80 hours a week, getting more calls, getting more leads, getting more cases doesn’t, you know, really materially improve your life. ’cause You’re already working 80 hours a week. So that’s where we went from video to marketing to coaching. And we soon saw that, you know, when we were doing workshops and coaching our firms on the leadership side of really growing a successful business, you know, in, in, you know, in their field. Now it’s like, okay, you can work with the firm owner. But then we started to get their team members on board because the team members were, that’s where all the true leverage came in for them.
MM (16:57):
So we started the team member workshops and we added, you know, onsite trainings. We come out to their office and then we even recently added recruiting to where we were first coaching on here’s how you can source and find these candidates. ’cause Hiring was one of the biggest challenges for many of our firms. And then we say, you know what, here’s the, we’re gonna show you how to do it and teach you how to do it. And then there’s the option of, we’ll do it for you. But what, where this all came from, I guess coming back to the, the reason for this evolution of the ecosystem was in the fact that we, we said from day one, we’re an law firm growth company. And one of the things that I didn’t love is that I hear a lot of businesses say they are an, you know, an x, y, z growth company, but what does that really mean?
MM (17:32):
Right? And can you really help solve a true business growth problem if you’re focusing really on only on one area? Like if we were only producing the content, if we were only doing the marketing, right? And I really viewed this as being a holistic solution of having like kind of a go-to shop that helps you understanding that you need to have all these elements and all these pieces, pieces to truly achieve these growth goals. Like if a firm comes to us and they’re at a million in revenue and they say they wanna get to 10 million in revenue, okay, is video gonna take them from one to 10 million? Probably not, not on its own at least, right?
RV (18:00):
It’s gonna help, yeah. Not just as an independent item that doesn’t, it has to exist inside of a ecosystem of, of like Strat, like strategic offerings or I guess operational elements.
MM (18:11):
Exactly. I mean, we just found that you’ve gotta get your messaging right. You’ve gotta get the positioning right. You gotta have the right content. You have to make sure that you’re promoting and amplifying the content in the form of marketing so people hear about you. And then once that call comes in that you’re providing, you know, you’re living up to your marketing, you’re providing great service, you’ve got a strong leadership team, like there’s operations in place in terms of processes and systems and procedures and so on. And now you can really start to grow and scale a great business. So all those elements and those expansions, the ecosystem came back to, if we say we’re gonna be a law firm growth company, then, you know, we really wanna make sure that we’re integrated and helping our firms solve this problem, you know, from, from beginning to end.
RV (18:45):
Mm-Hmm, . So just to make sure I’m hearing this right, you started producing the content, then you started placing the content, then you started making sure that content was effective in an overall marketing strategy, then that created leads. So then you had to teach the sales strategy of closing the leads, and then you had to do operations to fulfill those leads. And then you moved into leadership and culture to develop the team who was fulfilling on all of those things. And then you moved into recruiting to help them find the people. And at all the different levels we could show you how to do it, teach you how to do it, and then do it for you. And effectively you have become vertically integrated for one very narrow audience for of only a thousand people.
MM (19:30):
Yeah. You know, it’s funny, it sounds so obvious when you say it, but every time we made one of these expansions in the ecosystem, people looked at me like I had horns on my head and they’re like, what are you doing? Like the, the big shift when we went from video to, to coaching, like, I mean, we had team members that, you know, who looked at me and said, you know, I don’t understand the vision. We had a lot of people in the legal industry that were saying like, what is Chris doing? Chris is a video company. What are they doing getting into coaching? You know, that sort of thing over the years. But as you’ve described it, and this is the way that I saw it as well, was like, this is the natural progression, right. Of fulfilling the next need.
RV (20:01):
Yeah. So there’s, the reason it’s, it feels simple to me is also ’cause we’ve done it wrong for a long time, and then we, as we figured it out for ourselves, then we started coaching clients to do it. And, and right, that’s one of the reasons why brand builders group only works with personal brands. Like if a company calls us and says, Hey, can you teach us something about brand strategy? It’s like, well, yeah, a lot of our strategies apply to companies, but we don’t work with any company. Zero. We work only and exclusively and solely with a an individual single person of helping that person become more well known. But then we vertically integrate that component. And as we’ve done that, and we’ve coached other people to do that, there’s like two, two of the biggest philosophies that, that we’ve realized. And, and you model this too, Michael, is the greatest form of marketing in the world is a changed life.
RV (20:56):
When you change the life of your customer, they will go tell other people and your customer force will become your sales force. And the story you just told us was exactly that, right? It started with like, one lawyer has a great experience, they give you referrals from a, the second thing that has really emerged for us in terms of monetization strategy is that really the key to making more money is to serve a more narrow audience in a deeper way. So it’s going, how can I serve? Instead of going, how can I reach more audience? It’s like, how can I serve the audience I have in a deeper way? That’s the fastest path to monetization, right? That’s not how you become famous, it’s how you become rich. It serve a more narrow niche in a deeper way. And it, the progression you described was just like so perfectly spot on because you’re just going, oh, well I solved that problem and now a new problem emerges, and so I’ll solve that problem for them. And now a new problem emerges. And it just seems like that’s been your, your whole progression, and this has happened freaking fast. You’re not even 10 years. So you’ve gone from zero to a hundred million dollar valuation in less than 10 years.
MM (22:09):
Yeah. Oh yeah.
RV (22:11):
That’s epic. I mean, just, just think about, okay, so for anybody listening right now, I just want you to think about where you were in your life 10 years ago, right? And, and for some of you that might seem, oh, I’m very close to what you’re doing now some of you, it might seem like a lifetime away, but if you were starting on zero this moment, and I said, look, 10 years from now, you could have a hundred million dollars business. Most people would go no way. That’s freaking impossible. It’s not impossible. It’s not only not impossible, it’s likely if you follow the strategies and you serve a community and you focus on transforming their life and you focus on serving them in a deeper way. And I just, I just love, I just love you. This, you’re just a perfect example, real life story of this.
RV (22:58):
So starting 10 years ago, what would you tell yourself? Like what do you wish you knew then that you know now? Because you clearly had an instinct for this. I mean, you know, like even though I’m saying you’re such a great model, this we’ve only just met you, like so you figured this out all on your own. Is there some things that if somebody was listening right now thinking about, okay, I want to be be where you are in 10 years, what, what are the things, what are the, what are like the three biggest things that you would tell them that you wish you would’ve known?
MM (23:34):
Yeah. Well, so I think the first thing, you know, as I’ve been thinking about this a lot is just that really determining whether you have the stomach for this, right? Meaning of just entrepreneurship in general. I try to actually do my best to dissuade people from doing this stuff. And if, and if they still wanna do it at the end, then I’m like, okay, that’s it. You, you have, you have what it takes, right? Meaning that it’s going to be a very difficult journey. It’s gonna be a difficult path. It’s gonna probably involve a lot of pain, but it’s absolutely worth it, you know, if you, if you stick it out. So that’s probably one of just being clear on like, okay, you know, is this something I’m wi willing to dedicate my life to go all in 24 7? I mean, I I will say like, I, I didn’t do it on my own, right? I, I had a lot of help. You know, my wife, she came from a management consulting background, you know, when she came into the business, I was very strong on, you know, on the sales and marketing front. But she laid the operational groundwork, which, which really enabled us to scale, right? And that’s probably one, but number two, I wish. So
RV (24:29):
Just on, so just on that real quick though, I’m so glad you said this because there’s so much so many people are enamored right now with being an entrepreneur and like, start a side hustle and make millions and fly a private jet, and like all the pictures on social media, the glamorous of like, be your own boss. Like, oh yeah, you don’t need to work nine to five. Like, your boss is an idiot. Like start your own thing. And it’s like, you don’t, there’s not, there’s no one’s telling the true story, which is like, you late nights and stress and like, you’re leveraging the house and you have cash flow, like, you know, worries. So I’m, I’m, I’m glad that you, I’m glad that you bring that up ’cause no one,
MM (25:07):
Yeah, well, I mean, up until about four years ago it was seven days a week, you know, 24 7, 365. Like my wife and I, we would come into the office Saturday and Sunday. I mean, you know, it, it wasn’t until like our kids were born and, you know, we had more of the, you know, the leadership team in place and, you know, we’d start to really build a foundation. But up until that point, especially the first five years, it was ramen noodles. It was, you know, wasn’t really taking a salary. And if I was, maybe it was like $25,000 a year. Mm-Hmm. this didn’t get, you know, Instagram worthy maybe until about three or four years ago. Right? But, but that foundation was necessary in those early years and, and, and we were constantly reinvesting back into the business. We weren’t, we weren’t taking money out or anything like that. So I, I just, I think it’s understanding that, yes, looking back it’s absolutely worth it, but it was, you know, a 10 plus year overnight success.
RV (25:53):
So, so it’s like five to six years of intensity though. I mean, like real straight up. Like you’re not, you know, flying a private jet and living on a yacht. And, and, and it, it’s, it’s like, and, and you say it’s worth it, but it’s like, I think people need to hear to go, you gotta be prepared for, for five years. You’re saying, in your case, five years of, of very intense pain. Pretty much
MM (26:22):
At least. Yeah, I mean at, at least for sure. You know, and, and, and again, everybody has their own path. You know, I, I think we were very, very ambitious in terms of our goals. We wanted to move at a very fast pace. We wanted to, you know, to see a lot of progress year over year for, you know, depending on someone’s lifestyle. I’ll say that what, what made it easier for us at least, was in, in me early on, is that I really didn’t have much to lose. Like, I, I wasn’t coming from, you know, a, a job where I was making good income. You know, I wasn’t driving a nice car, you know, the, the home that we lived in was a, you know, $107,000, you know, town home that we bought as a foreclosure, right? Like they just, you, you start, I didn’t have to give up a Mercedes and, you know, and I didn’t have to give up any type of lavish lifestyle. So that made it a little bit easier, especially in the, you know, in the early days. But, and then I think the other part of it is that only
RV (27:08):
Easier, only easier in the sense that you didn’t have to go backwards. And a lot of people Yeah. Not, not only are very, very many, not very many people are willing to endure the five years, but even fewer people are willing to go backwards from where they are for correct. Four or five years. Especially if they’ve already put in, you know, five or 10 or 20 years to get where they are. And it’d be like, I’m gonna go backwards and, and it’s gonna be even worse. So that’s, yeah. That’s, that’s, that’s powerful to know. What was the second thing?
MM (27:39):
Yeah, so I guess I was thinking about the, the two because I got, I got a good one. That’s the third one. But you know, the the second I, I look back and I wish I would’ve documented more, right? Oh, so in, in, in, in a number of ways. So one is I wish I would’ve taken more photos and I wish I would’ve taken more videos. ’cause You know, I I think back to, you know, some of these experiences and stories which, which have become, you know, such, you know, amazing learning lessons and have made it their, you know, their way into presentations and when we speak at our summits and so on. And, you know, I wasn’t really proud of what we had early on, so maybe that’s why I wasn’t taking photos. ’cause It wasn’t a lavish office and we didn’t have a huge team and, you know, it just didn’t look that impressive.
MM (28:13):
But I wish I did that. And then the other side of the documentation is just, just the systems and processes, right? It’s much easier to do that when you’re small than when you get big and there’s more complexity and things start to break down. And you, and you wish you, you had, here’s kind of the step-by-step process on how to do this. Or if somebody leaves, you know, being able to, you know, to train up and bring in another person. So I, you know, I would say that start documenting things, you know, both in terms of capturing those moments, but also in terms of processes early on, it makes it much easier to scale later. Mm-Hmm
RV (28:42):
Mm-Hmm. Yep. Yeah, that’s, that’s, that’s, that’s a good one. I mean, I think it’s, when you look at scaling a business, it’s people, processes and product. I mean, it’s like you have to have a great product. You gotta have processes documented and great people and processes is the one I think people don’t talk about, which ironically is the most controllable. Sometimes it’s hard to create a good product. Sometimes it’s hard to recruit and retain good people, but like, documenting your processes, like all of us are a hundred percent in control of it. And nobody ever does it because it’s like, I don’t, it is mostly just ’cause it’s like I don’t have time to document it. And then it’s like, man, you pay the price big time for that later on. Absolutely. I love that. What’s the third one?
MM (29:21):
Yeah, so this is a big one, and I see this with a lot of our clients and our firms. And if I had to say like, what is the difference, the biggest difference between a six figure firm and a seven figure firm and an eight figure firm and a nine figure firm, it is the same thing across the board. And it really just comes down to perhaps the level of courage and the willingness to write the check and the willingness to invest. So, meaning that it’s one of the things that I think led to a lot of our, you know, our growth was that we just, it was being courageous. So I, I’ll give you an example. Back in, you know, in 2017, you know, we were, you know, still a very, very small company in the legal space. There were companies that had been around for 20 years and 30 years that were these great like, marketing agencies and consulting companies and so on.
MM (30:00):
And it’s like, and we were unknown, and I wanted to get attention, I wanted to get our name out there somehow. And we thought, okay, so similarly, like our clients were having a great experience with us. And we felt that, okay, well our clients probably know people like them. So people that are very similar in growth minded and entrepreneurial in nature. So what if we did some sort of referral program where they could refer other people to us? And I saw what these other referral programs were in our industry. It was like they were giving away like, you know, an iPad or an Amazon gift card. And I was like, well, that’s not crazy enough. So I had got this idea in my head, and once that started, never left was what if we gave a car away, like to our clients? And at the time it was like, well, what if we gave away a Tesla?
MM (30:39):
And this was in two, you know, in 2017. So people ask me, they’re like, well, how did you give away a Tesla? Well, I had like $80,000 to my name. The Tesla model s at the time was $77,000. I went to the Tesla dealership, I wrote them a check, and they gave me one. Right? So it’s, you know, wow. And, and, and I thought this would be brilliant, right? Like, I thought if we did this, it would get a ton of attention. Clients would start referring other clients to us, you know, because every time they’re referred, they would get a chance to win this Tesla. And as soon as we announced it, 30 days went by, we didn’t get a single referral. Hmm. Like nobody cared at all. And I, and my eyes started twitching because every day I drive up into the office and I parked it in front of the office and I was just thinking like, have I made one of the most massive mistakes ever?
MM (31:21):
Right? Like, of just pouring the savings into a car, . And what I realized early on was just that this was so crazy that people just didn’t believe us. Like they didn’t believe that we were giving a car away actually, to a client. So then we started creating content around like, just showing off the car and like showing off, you know, when we went to the dealership and just really showcasing that yes, this was real. And, and this started to pick up. We ended up giving the car away at a legal conference that April. And it was, you know, it was a huge hit. It got a ton of attention. ’cause Again, we were going up against Amazon gift cards and iPads. So a car was a big deal. And, you know, so it was so successful. We, we did it again, you know, the following year with a Tesla model X and Ro you fast forward to now.
MM (31:59):
So this first one was in 2017, let’s see, we’re now in 2020, you know, four, so roughly what, seven years. And we have now given away, I believe 18 cars over the past seven years to our clients. And you know, in this year we, we will be giving away a cyber truck. But we’ve done everything from like Teslas to a Ferrari, to a Rolls Royce, to a gwa. And you know, I, I got our, our fair share of criticism when people say, well, you know, they give cars away or whatever, and, you know, I have to do that. And honestly, we wanted to make working with us an exciting experience, right? Just because legal traditionally is not known for a very engaging, you know, thing. Like, you know, when lawyers are coming to workshops or, you know, even just in general, the industry as a whole is very traditional.
MM (32:41):
Not a whole lot of innovation, not a whole lot of change. And we wanted to create this engaged community of people that were, you know, entrepreneurial, that were committed, that were wanting to really grow their firms. And we wanted to make it exciting to be a part of that. So if you, you know, if just by growing your firm, you can, you know, potentially win a, you know, a, a Tesla cyber truck or a Ferrari or something. Okay, that’s exciting. That’s not the primary reason to do it, but you gotta do something to stand out and differentiate. And we didn’t have the resources to compete against these massive companies. So that was I think the, the lesson here is just that you gotta be courageous. You gotta be willing to, to, you know, to make those investments and place those bets. And, and I find that those that play on defense of like, not, you know, trying not to lose, that’s a very, very difficult place to be in business.
MM (33:24):
And instead we went on the offense. And even when it didn’t work, at first it’s like, okay, well let’s figure it out, right? And let’s, you know, let’s adjust, let’s iterate, let’s adapt. And, and now it’s, it’s become, in some respects, one of the things that we’re known for. But, you know, that’s how we went from one car to over 18 cars. And that’s how eventually, you know, we had a weird experience at the, at the conference where we gave away a car. Like we, we didn’t control the experience ’cause it was another conference and it was like right after Super Bowl Sunday, it was gonna be this big announcement, but only seven people showed up. And when we called the name of the winner at this other legal conference, they weren’t even there, right? Like they were at home. And then I called ’em, he didn’t answer the phone. So it was at that moment that I said, never again are we gonna give away our grand prize at another conference? Which led us to starting our own. And then that went to, that’s
RV (34:06):
Why that was the catalyst for starting your own conference.
MM (34:08):
That was the catalyst. And then we ended up creating the largest legal conference in the entire legal industry that has 5,000 people attending it. And that, that was the one catalyst.
RV (34:16):
Oh my gosh, this is so, so crazy. So, so just real quick, they get, for every client they refer, they get their name and a drawing to win a car. And as simple as that. Exactly.
MM (34:27):
Yeah. Oh my gosh, that’s,
RV (34:29):
That’s so cool. Okay, so I wanna hear about the conference. Yeah, because the conference is a whole nother business. I mean, th that’s really gonna stick with me just in general, Michael, about just, it’s the courage to invest, right? Like you’re, you’re investing in coaching, you’re investing in team, you’re investing in technology. You’re clearly you, you had to hire staff to be able to start offering all of these other things you’re putting on, you know, doing this raffle with the car. And then one of the biggest investments y’all make is this conference that you do every year. And I’d like to hear about that because that is a, that’s a really exciting thing, but a scary thing. So, and it’s almost like a separate business. I mean, how many people came to the first conference? Where did you do it? And then how have you continued to courageously invest beyond that? Yeah,
MM (35:23):
So if, if you’ve ever been to a legal conference or any type of, I guess, professional services conference, they’re not known for their excitement. Like, meaning, usually what happens is it’s at, you know, in a dimming lit room, everybody’s on their laptops, on their phones, maybe there’s a speaker on stage, but no one’s paying attention. And generally the reason people go is it’s either at a destination like a, like a Vegas or Miami and you know, they’re gonna get, get drunk in network, right? But, but the conference is kind of like a, you know, a sidebar to what, what is actually taking place. And I’d go to enough of these, ’cause you know, I was speaking at, at the time, like 15 to 20 of these a year and I was like, you know what? I think we can do better, but I’m one of these people that’s like, okay, well if you think that, you know, prove it.
MM (36:02):
And you know, so when we did our first conference, my target was 200 people. I was like, if we could just get 200 people there. The first event that we did was in in 2018. And, but we ended up getting 500. But the approach that we took is I looked at other industries and I’d look at like Salesforce, like Dreamforce conference, and I saw what, you know, Tony Robbins was doing. And I was like, what if we did something that had, you know, great production in av, we got a DJ and then we got like great speakers from other industries. So like at our first conference we had like David Goggin speak and Chris Voss, and this was right before David Goggins, you know, his book even came out and before David was known and you know, and we had so many non-legal speakers ’cause you could see a lot of the legal speakers at other conferences, but I wanted ours to stand out.
MM (36:44):
So the first one we had, you know, 500 people attend that one. And it was either gonna go where people walked in and they’re like, what the hell is this? And walk right out. Or it was gonna be a huge hit. It was gonna be one or the other. ’cause It was just so different from any other type of legal conference. And people loved it. I mean it’s, it was unheard of at the time, at least with legal conferences, they have a full room at 7:00 PM when you’re, when your speakers speaking on, I think it was like a Thursday or Friday night, like usually conferences start to clear out like at least legal ones at like two or 3:00 PM And we had the full room, David Goggins was speaking seven o’clock, like not, you know, not a single person on their phones, not a single person on their laptops.
MM (37:18):
Like it was a truly engaging event. And then we continued to do them, you know, year after years they grew bigger. And in 2022 we ended up doing what I think is, I believe it’s the first legal conference in a football stadium. So we did it at Mercedes-Benz Stadium where the Falcons play, where they had the Super Bowl here in Atlanta. And we had 5,000 lawyers at that one. So we kinda went from 500 to the first one to 5,000 at the one in 2022. And now we’ve made the the events even more exclusive. So they’re, they’re now private events by invitation only. The one this year is, you know, is 3000 people, but you know, the production values continue to increase the quality of the speakers and the quality of the contents continue to improve. And it was really about creating a, a conference that was about not the practice of law, right?
MM (38:00):
‘Cause We’re not teaching lawyers how to practice law. Like they’ve gotta come in with that. But more so the business side of law, and especially at the time in 2018, most legal conferences were focusing on trial skills and not how do you grow your law firm? You know, like how do you hire the right people? What about culture? What about marketing and brand and those topics? And there’s a lot of just, most law firms were really struggling to grow their business. So I felt that there was a need for this and now they’re more common. But you know, as they started to catch up, as we start to see other, you know, businesses and law conferences, they still, and I still don’t understand why maybe they’ll hear it on this podcast. Maybe they’ll, you know, they’ll do it different in which case out root for them. But they still don’t go all in in terms of like the production value and the quality and the experience. And it’s just, it’s, it’s almost like, you know, they see the business of all topic, but the, but the experience is what I really think is a differentiator. Is,
RV (38:49):
Is, but those, okay, so, so on the one hand you’re like, yeah, experience, make it awesome, make it engaging. On the other hand you go, it’s fricking expensive. I mean, oh yeah. You’re, you’re having, you know, production crews and setups and tear downs and av and like, these speakers are not cheap, right? Like, how do you, how do you justify the cost of putting on these events and do you, like, do you lose money on them and you’re okay with it ’cause you sell the other stuff? Do you try to break even? Do you make a little, do you make a lot? Like what’s your, you know, mindset there around how you’re investing into these? Because it’s also and is a ton of time. I mean, you don’t just get 500 people to show up at an event without spending a lot of time like talking about it.
MM (39:34):
So I don’t know if I’ve shared this publicly before, but I will, I will tell you. So as an example, and this is also why I think this could only happen in a founder led business. So meaning that if, if I had to make this decision by committee, the answer would be hell no. Every single time. So as an example, that conference in 2022 at Mercedes-Benz Stadium, that was an $8 million conference. Like meaning that between, between the venue rental, the av, the food and beverage, the speakers all, and it was $8 million before anybody walked through the door. And in, as you know, in the event space, there’s no payment plans. These, these people want their money up front. So, and that is terrifying. But I’ll, I’ll tell you how I justify it. And, and also we don’t do sponsors, we don’t do exhibitors like that.
MM (40:15):
It is cut, you know, in some ways unheard of in, you know, in the legal industry because pretty much every conference you go to, there’s the massive exhibit hall, there’s the person who sponsors the wifi, there’s the person who sponsors the cups there. We don’t do that because again, we feel that those detract from the experience and we want it to be really honed in and focusing on like what is going to be most valuable to people. So them having to walk through an exhibit hall of one person pitching them legal funding, another one pitching them, you know, pay-per-click another per person pitching ’em something else we feel could hurt the experience even though we’ve been offered continuously. I mean, it’d be easy to monetize that because people would want to have a presence there. Totally. But the, the way that I justify it is that, you know, it’s kind of interesting in our model that I really believe that we have to walk our talk.
MM (40:57):
So in the sense that if we position ourselves as a law firm growth company, that helps other law firms grow and we’re saying, Hey, you’ve gotta make investments and you’ve gotta take risks. I believe that we have to lead by example. So doing something, you know, crazy like that is, is is a form of doing that. So it’s, it’s this kind of this idea that when people, you know, see someone do something, it means more than when someone tells you something. Right? And then just like seeing is believing, like, you know, we’re at this event I remember at Mercedes-Benz and we’re telling ’em to think big and I remember sharing with the team, I’m like, this wouldn’t work if we were at a tiny venue of like a, you know, like a, a holiday inn Yeah. Telling ’em to think big, right? Just, you know, it wouldn’t align.
MM (41:33):
I, so I will say that, you know, we have, we’ve invested tremendous amount of resources in the events. Some I I would say are really just brand drivers. Like, meaning that, you know, that event in 2022 we didn’t lose money on it, it was still profitable. So we, we generally see like people that come to the event, many that are not clients become clients or join the ecosystem or even existing clients, it’s, you know, in some ways it’s like a re-engagement event where they may, you know, choose to add on additional aspects of our ecosystem to their existing programs. So there is that component to it. But our first focus is how do we make this as valuable as possible to someone. The majority of people that attend the event don’t invest in anything, right? Like probably 80% or more. But it’s such a strong brand driver. Like I knew when we did that Mercedes-Benz event that it was just as important about the people who weren’t there as the ones that actually were there. And when you, when you see or hear someone who’s did you know, a legal conference in a football stadium, like you can hate my guts. Like you can absolutely, you could dislike me personally. You could not be a fan of Chris. That’s okay. But you gotta respect filling that room,
RV (42:33):
Uhhuh. So when you say, you said it’s just as important about who is not at the event as who is at the event and you’re just basically saying like the statement it makes to the rest of the industry. Yeah,
MM (42:45):
I mean you could say you’re, you’re a growth company or you’re a great marketing company and that’s one thing. But then if you get 5,000 people to fly out to Atlanta and show up in a room, I mean seeing is believing, right? Mm-Hmm , it’s like the proof is there. And I just find that, you know, a lot of times we can talk about, you know, culture and the importance of it all day long from stage, but what really makes the difference is the interactions people have with our team. Like, they’ll be able to tell, like I can say we have a great culture, but that doesn’t mean anything if they have a poor experience with a team member or they don’t see somebody that’s aligned or engaged or excited. So I think just being able to have those tangible interactions is the proof.
RV (43:19):
So you went from 520 18 to like 5,000. So was it like a steady increase?
MM (43:26):
Yeah, so we went from 500, the first one I believe we had a thousand at the next one. And the highest we went before that Mercedes-Benz event, I believe was 2000. And, and by the way, that I do not recommend a 5,000 person event. Like I don’t know if we’ll ever do that again. To some extent it was probably hubris and ego where like, I think the biggest legal conference at that point, we were already that at 2000 and most legal conferences, like big ones may have seven to 800 people. So I figured, okay, well let’s just do 5,000. Basically going from zero to 2000 was one thing. Going from two to five was an exponential, like just challenge of, of just ’cause ’cause at that point, y you, you know, we realized that there’s all the people that attend legal conferences and we were already capturing them.
MM (44:09):
We had the database, they had attended some of our events and maybe they attended other ones. But then after you get, you know, there’s a core audience that goes to legal conferences overall, like from one to the next and so on. But then, you know, once you, once you hit all of them, now you gotta reach people that have never been to a legal conference. Now you’ve gotta reach people that have, maybe have never even thought about the business of law and, and, you know, and where are they? Right? Some of them aren’t even consuming the, the same content. They’re not in the same places. They’re, you know, they’re very, very different audiences. And we had, you know, a huge delta to make up from like 2000 to 5,000 of getting people that have never been to anything like this.
RV (44:41):
Yeah. Yeah. It is fascinating stuff. This is so been so cool, Michael. I, I, I just, I just love it so much and it’s inspiring on so many levels and just shows you how it, this is a very, you know, real, it’s, it’s a very practical reality that’s available. If you do the things and you put in the work and you serve your audience in a deeper way, where do you want people to go? If, if they, if they are curious, I know you’ve got your book on Amazon that they can check out if they want to connect with you, where should we, where should they head?
MM (45:12):
Yeah, so the book is called The Game Changing Attorney. It’s on Amazon. There’s a podcast by the same name. If they’re interested in learning more about me, I’ve got actually a personal brand website, Michael mogul.com. Come on. Yes, sir. Or they can go to the crisp website, which is just crisp.co. And learn about that stuff. But I really appreciate this.
RV (45:29):
And Mogul is M-O-G-I-L-L, Michael mogul.com. Michael, thanks for this insight. And, you know, thanks for being courageous with your risks, man. I love, I love what you’re up to, and we want to, we want to encourage you and we’re learning from you. And we wish you all the best, my friend.
MM (45:49):
Thank you.

Ep 541: Self-Doubt vs. Self-Belief | Marshawn Evans Daniels Episode Recap

AJV (00:03):
The difference between self-doubt and self-belief. These are not clinical definitions. I didn’t use Wikipedia or pull out the Webster dictionary. These are AJ Vaden definitions. Self-Doubt is the inability to believe in yourself. Self-Belief is simply the ability to believe in yourself, right? So self-doubt is the inability to believe in yourself, where self-belief is the ability to believe in yourself. And I kind of wanna talk about this concept of how do we turn self-doubt into self-belief? And I would encourage that there is nothing tactical, that I am going to give you some sort of checklist or workbook or a list of you know, self, you know, affirmations or positive goal setting exercises. That’s not what I have for you. What I have for you today is a perspective shift. It’s a decided choice to believe and to also factually realize that the hardest things that you’ve been through that have likely caused yourself doubt are most likely the things that have the power to change someone else’s life.
AJV (01:23):
And I just wanted to sit with that for a second. I’m gonna repeat that. Is that the things in your life that have most likely created this disbelief in yourself, this unbelief in yourself, IE self-doubt. So the things that have created self-doubt are also simultaneously, most likely the exact same things that have the power to change someone else’s life. You see, the challenge with self-doubt is it gets you believing that the insecurities that we have whether it’s through traumatic experiences or words spoken over us, or words spoken to us, or failures those things force us to believe that somehow we’re not worthy of doing something bigger and better because we’ve had this failure. We, we were the victim of something. We we weren’t able to do something in a better light or a better way the first time. And it convinces us that somehow we don’t have the authority to help someone else because of that thing, right? And it could be a divorce, it could be a failed business. It, it could be the fact that you are not married. It could be the fact that you’ve never been an entrepreneur who knows what it is. I know that, you know, I have insecurities in my life from comparison, right? The, the simple act of comparison creates this, this inkling of somehow other people are better and more well
AJV (02:59):
Positioned, they’re more informed, have more expertise. And that’s a lie. It’s a lie because the things that have seemingly failed in my life are also the things that I am best and most well positioned to speak on, to coach people through to go, I completely understand where you are. I have been there before and this is how I overcame it. This is how I got out of it. The things that have the potential to create self-doubt are the exact same things that have the power to speak life into other people. And if we’re focused on our insecurities, it’s an act of just self-reflection. And, and not in a good way. It’s an act of selfishness, of self-centeredness to go, well, I’m, I’m only worried about me. How I will look, my ability to do this. Instead of going, I don’t care how I have to do this.
AJV (04:00):
I know that what I went through. There are other people out there going through the same thing. They just need someone who can relate to them, who ha who is on the other side of it. You don’t have to be well-spoken. You don’t have to have great frameworks or formulas to actually have the power to help someone else change their life. That is self-belief is believing in your own ability to help someone else. And when we let self-doubt creep in, what it really ultimately does is it puts us into hiding. And it it disallows us from doing the thing that we actually wanna do. We want to help people. We want to serve people, but we’ve got this self-doubt thing creeping in because we’re comparing ourselves or we’re reflecting all the things that haven’t worked. We’re reflecting on all the failures, and we’re forgetting that the things that were the failures are the things that people need to hear the most.
AJV (04:59):
Nobody wants to hear about all of your wi your wins and your victories and successes. Those are important for credibility. But that’s not what makes you personable. That’s not what makes you relatable. What makes you relatable is knowing that you went through the fire and you made it through, right? That you sunk to the bottom and made it back up to the top. That’s what people need to know. They need to know that you know what it’s like to have been at the depths of the sea and you know how to swim back to shore, right? That is the, that is the, the special and unique part about overcoming self-doubt, which is realizing the things that you’re the most insecure about are the things that have the power to speak life and into other people if we just bring them to light. But if we allow them to remain in this area of self-doubt, IE hiding, then it ref, it literally creates this, this curtain, this, this impossibility of
AJV (05:56):
Our ability to help impact other people. And so I would just encourage you to lean into the things that are seemingly at the core of your self-doubt and go, no, those are the things. Those are actually the things that people wanna know. Those are the things that actually will draw people to you. Those are the things that people need help with. And when they know that you’ve been through them, then they will also believe that you can help them through them. It’s a perspective shift of going, what I went through is not what makes me unworthy, it’s what equips me to be the perfect candidate to help the next person. So is it gonna be self-doubt or self-Belief one has the power to keep you in hiding. The other one has the power to bring life into others around you. So two self-belief.

Ep 540: Believing Bigger with Marshawn Evans Daniels

AJV (00:00):
Hey everybody, and welcome to the Influential Personal Brand podcast. I am genuinely over the moon, excited to introduce to you today Marshawn Evans Daniels, and she was introduced to me by a friend, and I know if you guys follow me on social media and listened to this podcast, you have heard me refer to the a hundred Days of Believing Bigger devotional that was gifted to me by a dear friend earlier this year. And I’ve been raving about it, and I was just sharing with her, but before I hit record, how rare it is that I would read something and then stalk the person down and be like, I’ve got to interview on our show. Like, you have to share your words with our audience. And I’m so grateful, I’m so genuinely excited to introduce you guys to her. But before I give her a quick formal introduction, I want to tell all of you why you need to stick around for this particular episode as we’re rounding out the end of the year as we are sitting here in 2024, I think it’s a really unique time of year for everyone to go , what has this year looked like for me and what do I want next year to look like for me, but not in a 12 month scope, but in a life perspective of like, what do I want to do more of or less of, or stop doing or start doing to live bigger, believe bigger and have a different life than what you have now?
AJV (01:25):
That could be doing more. It could be doing less. It could be, you know, rising up. It could be stepping back, whatever it may be. This is a really awesome season to step back and reflect, but also dream and, and really think about what that looks like. And so this is one of those episodes that it doesn’t matter who you are or where you are in your personal brand journey, it will have application to you. So I highly encourage you to stick around to the very, very end. I promise you it’s going to be worth it. Now, without further ado, let me give a quick formal bio. Marshawn Evans Daniels is a reinvention strategist and a faith and business mentor. She is a former pro sports attorney, a Miss America finalist. She was a Trump apprentice. And I think just as cool for the last 15 years she has been doing coaching and consulting and speaking and authoring on topics of how do you live bigger, how do you believe bigger?
AJV (02:26):
How do you dream bigger by helping people craft and sell hand offers close mass market brand deals, corporate contracts upload their uplevel, their visibility. And I’m sure I missed at least a hundred things, . But what I can tell you is that from my interactions with her books and I there, and I said that, I’ll say this a hundred times, the words that she writes are anointed in a way that touches you at a soul level. And so if you guys would just stick around, I promise you, it’ll, it’ll be one of the most impactful hours that you spend on this podcast. So, Marshawn, welcome to the show.
MED (03:02):
Thank you for having me. It has been worth the wait for us to get this date together.
AJV (03:08):
Well, I’m genuinely so excited to just introduce you and just to help our audience get to know you a little bit, can you kind of just give us a little bit of the backstory? You’ve got such this amazingly, you know, complex and different and really cool path that has led you to where you are. Can you kind of just give us a play by play of how’d you end up doing what you do with all of this stuff that you have done?
MED (03:32):
Well, I appreciate that intro and the question, I believe that the hardest question, but the most important question that anyone can answer is who are you? Hmm? What do you do ? And obviously how’d you get here? And for me, it really starts I’m not gonna tell you my whole life story, but I will tell you that I’m here because of experiences I had when I was a little girl growing up in Texas. My family was the only black family on our street, almost in our neighborhood. My brother and I were two five black kids in the entire school. And so for us, it often felt like what I would imagine more modern day integration. Meaning it was the first time that my teachers had had black kids in their school, in their classroom for the first time. And that really sounds, it depends on where you come from, but for me, it really challenged esteem.
MED (04:23):
And who was I and where did I belong and did I fit? And was I good enough to be in a space simply by being exactly how God made me. And actually in his image, each of us represents the actual image of God, the actual visual of God we’re extensions of his DNA. But when I showed up for school the first day it’s kindergarten for my brother, first grade for me. And I remember watching all of these kids walk straight to their classroom and we got stopped at the front door and they said that we were at the wrong school. Now, there was another school very close to us, but they assumed that we were supposed to be at the one down the street. ’cause There was an apartment complex where a lot of the brown kids were at, and they just assumed that that’s where we were supposed to be at school at.
MED (05:06):
And so they required my dad to pull out. And my mom was there that day as well to pull out Id to prove that this is where we belong and that this is where we were supposed to be. And I remember that feeling of wondering why nobody else was stopped, why everyone else got to go straight to their classroom. And they looked at our id, we did pay the taxes. We did have a house in the right zip code. And that really really showed, really defined the next six years. And I say that because I was labeled a problem child. I was labeled antisocial and that I needed special ed. When I ended up graduating from Georgetown Law School, I ended up graduating high school with honors. I graduated college, Magna laude, had over $200,000 in academic scholarships. They told my brother he needed special ed, he went to Rice University. We both graduated college and law school, a hundred percent debt free at the top academic institutions in the world. And the reason we were able to do that, I believe largely was because we had parents that taught us about who we are at home. That was not defined by what other people said, but they also introduced us to Christ. They introduced us to the Holy Spirit. They introduced us to God, and then they introduced us to church. And that’s a difference. Yeah.
MED (06:27):
That order is specific. Yeah. They introduced us to God and not just a God, but the God of the universe who had a son, and that there was this gift of the Holy Spirit. And to learn that at three years old, mm-Hmm. I’m now a mother. My greatest title is a mom. So I’m a mom of triplets. And to now have girls who are four years old, my middle child started speaking in the spirit at the age of three and remembering how important it is to arm our kids early. So for me, in terms of how I ended up here, it’s been a really big faith walk. I don’t have the connections. There’s nothing about my family that would make sense as to why at 18, 19 years old, I was appointed by George W. Bush as a teenager to the state advisor group for Texas to help impact youth policy and crime that I would be, you know, selected to work with the US Justice Department at 15 years old to be traveling around the world speaking.
MED (07:23):
But there’s something that’s really powerful when you find your voice early. And so when we talk today in this internet marketing business world about brand, to me branding is a, is a, is a easy business word to describe how do you help people, you know, how do you help people? But ultimately it’s less about brand, it’s more about voice. And so I’ve been on this journey to just figure out what God, where, where’s the next adventure. So it’s taken me to, to law, to law practice, to a sports agency. I signed the highest paid defensive end in the NFL as my first client. It took me from growing that having Rolls Royce, Tiffany and Company Nike as my clients, N-F-L-N-B-A players losing that. And that’s really how I stumbled into this space was through heartbreak and disruption that we could talk about. But I think that, you know, today, it’s an interesting question because I feel like I’m at a new turning point again, of what’s next. And every time I think about that, I’m like, let me not look too much at my brand because my brand is what I built and how I described it. But let me just lean back into where does the voice, where are you leading me to lead, and what are you leading me to say next?
AJV (08:37):
Hmm. That’s so good. And I, I love what you said too. It’s, it’s more than a brand. It’s the voice. Yeah. And I love hearing that. And quite honestly, I, I didn’t even know those things about you when you were 15 or 18, and I didn’t even know that you were the mom to 4-year-old triplets. Oh,
MED (08:53):
Yeah.
AJV (08:54):
Like, so that’s
MED (08:55):
. We’ve gone very viral for that, but yes.
AJV (08:58):
Mm-Hmm. I, like, I’ve been so, like actually just in your books Mm-Hmm. I hadn’t even like, stepped out to go like, what is this? I mean, now. And I think, you know, one of the things that I would encourage everyone who is listening to be reminded of is you can listen to podcasts like this and, and you can read blogs and you can follow social media, but there’s stuff, there’s something different about what you learn in a book. Mm-Hmm. . And if you think about the time to prep for a podcast or a blog or social media versus the time that you prep in writing a book, I think there, there’s something uniquely different about that. And I, I’m just curious to hear all of this. Like, why did you write a book? Like, why, why did you go down that road?
MED (09:38):
Yeah. So the book you’re probably referring to that you’re most familiar with is a hundred Days of Believing Bigger. That is one of many, my first book I wrote in 2008 called Skirts in the Boardroom. And it is, it was published by Wiley, the largest business book publisher in the world. It was the first time they published a book with a black female under the age of 30, which is a very big deal considering this is where the business titans all the, all the guys were publishing their books. So I was in my twenties, and this was before Facebook . This was actually when it was a risk. This is bef I wanna set the context because this is before the Girl Boss movement. This is when it was a risk to do a business book with a woman. And there was a question as to where there was, whether there was a market, and I say this for those of you who are in business, who are believers or searching for a path kind of divinely and under trying to understand, you know, is this a calling? Is this what God is asking me to do? Is this selfish because it’s about money? You know, I believe that the women in business who are successful are the one who hear God before everyone else here. When it’s popular, it’s a leftover message.
MED (10:50):
And so I wrote that book ’cause there was something to say, and I was on the show, the Apprentice, 1 million people apply, 18 get selected, nine of there or more women. And because of the way the show worked, they picked one African-American woman out of a million. And so be, but beyond that, all the experiences I had, and I’ve always loved deal making. I’ve always loved high fast-paced environments. And so I wrote about confidence and what does it really mean to wear your skirt? Oh my gosh I forgot what my acronym for skirts actually stands for Sisterhood Knowledge. It’s been, it was 2008. It’s been a while. That’s so funny. It’s been a minute. But at the time I felt I really wanted to talk about women in business aligning together, around just believing that we belonged in the boardroom.
MED (11:42):
We belonged in the place of deal making. My second book came 10 years later in 2018 called Believe Bigger, which is, it’s about it’s not about success. It’s about supernatural alignment actually. And how embracing disruption for for reinvention. Mm-Hmm. . And I was engaged when I came off of The Apprentice, and I stepped into the world of professional sports and grew a sports agency, was the fastest growing sports agency by a woman in less than a year, is a very cutthroat environment to be working pro athletes. And I met this man, and I felt like this was the sign of faithfulness I had made. I thought all the right decisions in terms of my body, drugs, you know, friends, just making all the straight and narrow path decisions, graduated, have all these degrees. I’m doing television commentary for C-N-N-E-S-P-N, Fox Business every major news network that there is. And I meet this guy I don’t have any kids. He’s a, a dad to three, and I become a bonus mom. And I feel like, God, you’ve just blessed me so much. And I’m on the 50 yard line of all of these different, you know, you know, my athlete clients games and having all these experiences. So I end up deciding to close my sports agency down to become a wife and to become a mom. And I find out six days before my wedding, the planned wedding that he’s cheating on me.
MED (13:15):
And I, and this is where the a hundred days of believing bigger the message of believe bigger, the brand that I’ve built around confidence, all of this, some of this, this season, these last 14 years came out of betrayal and infidelity. Mm. Came outta depression of being a person who built, has built a immaculate resume with the best law schools and the best experiences. Big companies, big clients. I’m on television and, and private, which became public because it was a public wedding. It’s embarrassing. And so when I say believe bigger, it is not superficial. It is not bathed in the superficiality or the shallowness, the pink and black of this girl boss movement. It is out of the way that any holy reckoning, any higher elevation that really comes from the hand of heaven, it comes from the same thing that God, that Christ had to go through.
MED (14:11):
It comes from betrayal, , it comes from rejection, having to leave where you were to go, where you’re born to be. And if we don’t go through disruption, we won’t step into destiny. So to believe bigger is how do you believe bigger than what you are in right now? How do you believe bigger than what you have been, even if it has been good? Because what do you do when God breaks up a blessed thing? And so that, that, that I, I didn’t want to write believe bigger. It was the hardest thing for me to write because it was off brand for me. I, my brand is strength and it is excellence and knowledge and mastery and positive nobody. And I was like, nobody wants to hear me talk about that. That’s not on brand either, but the number of women who have started businesses, the number of women who haven’t committed suicide, this is what my dms are filled with.
MED (15:02):
And the number of women who have left marriages that they weren’t supposed to be and called off weddings that they knew they weren’t supposed to step into or stepped into them and read, you know what? I have enough. Someone did this, maybe I could do it too. And I could give myself a yes and say no, despite what people would say, despite what my previous yes. Was. That should have never been a yes. And so I write books about belief. Mm-Hmm. Right. And so out of that people were teaching the messages inside of Belief Bigger. And I, my devotional, I grew my email list. I’ve grown my platform not by sending out business tips every week by sending out devotionals, and then people have trusted me in business. And that’s where a hundred Days of Believing Bigger came from. But I will tell you, I wrote it while I was pregnant.
MED (15:52):
Mm. With triplets where the doctors were giving us a 4% likelihood of going full term. So when you read any of the things in a hundred Days of Believing Bigger, I was literally carrying three babies. And the doctors were saying that we needed to selectively reduce, Hmm. I’m carrying three babies. They’re telling me that I’m geriatric, that I am ultra high risk. I had to change my language to high potential, high possibility in speaking life. And so it’s in that environment that a hundred Days of Believing Bigger was written. It came out in 2020 in the middle of a pandemic at the beginning of a pandemic. And it sold a year’s worth of books in 14 days. And this is what happens when God breathes on something. And that’s why I know that a hundred Days of Believing Bigger is it’s a, it’s a, it’s a reminder to me that God will do exceeding and abundantly above all you ever hope or imagine. But we have to first imagine that we are worthy to be included in that vision of his as well. So that’s a long way of asking why did I write a books, why I write books in general. Well, I think
AJV (16:57):
It’s so good because I think in general, what what honestly, and, and so much of in Believe Bigger, and I, I don’t wanna jump to my own assumptions, but you talk about this split rock moment. Yes.
MED (17:10):
Mm-Hmm.
AJV (17:10):
. And it’s like that defining thing that kind of shatters your life, you know, can tear it down, but also moves you into something deeper. I’m imagining you just referred to some of that when it happened in your personal life. And, and I think that no matter what, at the end of the day, people always are looking for just signs of hope and resilience of like, and I, and I, and I say that because I know that it’s like, even in business, it’s like I tell people all the time, it’s like there is, there’s only one type of coach out there, and it’s called a life coach . It doesn’t matter if you’re in business coaching or financial coaching, at the end of the day, what people need is they need life support. Right? They need life hope. And then that weaves into money and business and all the other things.
AJV (17:51):
And I, I’m just curious for the people who are listening, who, well, and I’ll let you define what that split drop mo moment is, but for the people who are listening, going like, okay, I resonate with that. Like, I, I’m, I’m at one of those moments where I’m like, nothing is going right. Yeah. Like, are you kidding me? Like, that’s so great for you Marshawn , like, I’m so glad you’ve done all this. But to also hear the places that you were at when you wrote those and the inspiration Mm-Hmm. of where that came from, I think is really profoundly important. And also for the person who is going like, but how, yeah. How, how do you do that? Yeah. What, what would you take them?
MED (18:27):
Well, you know, the word says in the Bible that not by strength, and you know, not by my, not by power, but by my spirit, says the Lord, there’s certain things that we cannot do on our own. And for me, well, I’ll tell you this, the idea of the split rock moment was a phrase that I came up based off of a passage I read in Isaiah 48 21, where he talks about how God led the people into the desert. And then he split the rock and then water gushed out. And I’m reading this scripture on the side of my bed. This is maybe days, weeks, I can’t remember exactly the timing after I called this wedding off. So I’m on the side of my bed in pajamas. Probably hadn’t bathed that day. Certainly doubt. I even brushed my teeth. ’cause This is how snotty and ugly depression looks sometimes.
MED (19:09):
But I’m on the side of my bed on the floor with my Bible, and I see this scripture, and I’ve been having dreams about being in deserts. So when it says he led them into the desert, that really almost jarred me to a point where it caused me to sit up. And I felt like it was it was calling to me. And I sat with this passage for days. And when I saw he led them into the desert, I was like, wait a minute. God, you put me here. This wasn’t an attack of the enemy. Now it doesn’t mean the enemy won’t try to use something. You know, I always say Jesus came writing in on a donkey. And it’s you, you gotta get the book in order to understand how difficult this type of betrayal and infidelity was and how close it was, and how under the, under the radar it can be right there.
MED (19:57):
But sometimes it has to be something that wakes you up. And the question is, if there’s a split rock, it’s separating us from something. When you look at a rock when I was at TCU, Texas Christian University for college, I took geology and I don’t remember there being a lot of water inside of rocks. Right. . And so it was like, well, how is that even possible for there to be water in rocks that was waiting there? And when I sat with the scripture, the rock began, it became clear, was a hard place. Now, for those of you listening, disruption is not the same as disappointment or difficulty. You are gonna have difficulty, but it’s not all disruption. You’re gonna have interruption, you are gonna have redirections, you’re gonna have disappointment. But it doesn’t mean that it is a, a true disruption. A disruption is a separation of who you’ve been into something else.
MED (20:50):
It is taking you into a massively different place. ’cause Then when he says he split the rock and water gushed out, it was like an oasis was created. And that is radically different than a desert. And sometimes where you are has been something that has been really well watered. I was in this sports space and everything was going well. And even after I called everything off from the wedding, I tried to go back into it. ’cause I closed that business down to become a wife and a and a and a mama. So I didn’t know how I was gonna, now with my Georgetown law degree and all these opportunities, I didn’t know how I was gonna pay my bills. So that what was once what was once soil can become dirt when God takes his hands off of it. And then the question is, am I supposed to move?
MED (21:30):
But then why? What I realized is that it wasn’t just a breakup with a person, it was a breakup with myself and a version of myself that was divine defined by success. Mm-Hmm. divine by titles that became idols. These labels about mm-Hmm. being a lawyer even, and all these things. Those were the, I was, I was breaking up with that. And so if you’re in a space where you’re like everything seems to be shifting, maybe the kids are leaving and you’re now, who am I? The question of whether it’s a disruption is usually when it will cause you to ask, who am I now? And that’s the question that you need to be asking in these seasons, because it is, am I holding on to who I have been and blocking who it is that I’ve always been born to be? And so when you go through a split rock moment, it is, it is for your gift.
MED (22:15):
It is for your own protection and redirection so you can come in alignment with your real assignment. And I would’ve never desired because I didn’t desire to work with women. There’s a reason why I worked with athletes. And then God sit the split rock in the midst of a woman telling me she’s sleeping with my fiance. And God says, you’re gonna change the lives of women like never before. And I’m like, not excited. Sometimes we think the calling is exciting, but you have to fall back in love by first losing your old loves. And that’s how that’s how real, real supernatural reinvention, divine reinvention, redirection, realignment with your master assignment. All the seasons of past though, are important as you know, what you all likely teach as well is that you wanna bring what you’ve learned with you, but you can’t bring who you’ve been with you in terms of that being your core identity, if you wanna step into greater impact.
AJV (23:12):
You know, I love that. And I love that question of like, you know, what’s a disruption if it causes you to ask, who am I? And you know, curious, like, would you have said like, at that moment prior to this, like, and you kind of said it was all divine by titles and success and money and ambition, and like, how would you answer that today?
MED (23:34):
Hmm. I think I’ve done a lot of work around this for sure. So I, I know that I am a catalyst. The evidence of my life is catalystic. Mm-Hmm. Right. And I know that God didn’t just give me a voice that he created us as voice. Mm-Hmm. We see this in Genesis one, three when he said, let there be light. And if we’re created in his image, we’re created to create the way that he creates. And that, and it’s interesting because I literally was in a hundred days of believing bigger this morning, and I opened up to day 27 and I was journaling it myself. And, and I’m off, I’m off schedule. For those of you who fall off schedule, I’m off schedule in my own book. But I was looking at it, you wanna know what the question is today, aj, but today, so the title is on identity.
MED (24:24):
The subject is you are Distinctive. And the question for today is, how is your personality a clue to what God designed you to do? Right. And I struggled with this. I’ve done this devotional multiple times. There’s a point where I had to put it down because I’m like, God, you’ve told me over and over who I am. And this is just a authentic reality of sometimes you’ve, you, you know who you are and there’s still some resistance in your life. Hmm. You’re seeing evidence and fruit in other people, and you’re feeling like you’re still in a pause. And sometimes, sometimes it is exhausting to ask God, who am I? Because he’s already told you. And even in that he’s paused some things.
MED (25:29):
But I will say it’s funny ’cause I wasn’t gonna bring this. And he said, you bring this to this interview, . And I walked all the way back AJ to get this. And no matter it’s interesting, it was really almost even about brand today, aj. But the most secure place, this is in my notes, the most secure place is wherever God is sending you. Mm-Hmm. . And it’s less about who you are and what you’re capable of, because I do believe he arms you with that. So you have that as your sword. But really the question isn’t for me in this season, who am I? It is where am I called to be with who I am? Mm-Hmm. , that’s good. Every season doesn’t require a new discovery of who you are. But when he’s saying sit or move, it’s, am I, am I embracing that?
MED (26:28):
And I think the more successful you become, again, , you have to ask yourself, God, is this where you a are asking me to be with who I am as a catalyst, as a voice, as a belief builder? And I sometimes, I guess, I guess this is not the, the cleanest answer, but the last thing that I wrote in here was show me what and where to grow next in this season. So it’s still very, I always wanna be in a place of awe of if you have me sitting, it’s because you have something you wanna deposit at another level. So ultimately, I know what he said. I don’t believe that those things are changed, but I don’t know what actually there is to me that I don’t know about next.
AJV (27:16):
Yeah. I love that. I ha I have to remind myself often when I feel like I’m in seasons of standstill or seasons of pause, that it’s because God is preparing me. He’s teaching me often patience. often what I am I know I am learning is patience and his timing. And I think that for everyone who is listening to Marshawn speak, it’s like, don’t think that just because you’re not going where you wanna be isn’t because there aren’t plans for you. Mm-Hmm. it’s like so, so often to just what you said, it’s like, man, I, I have to accept the pauses in my life and the, the seasons of stillness or lack of clarity of going, man, something is, something is being prepared in me and for me. And I, I was doing my devotional in this book this morning, . And I had a early morning call with my husband Rory. And I, I literally said to him, I was like, Hey, there’s something I feel unsettled at in my soul right now that I haven’t been able to put my finger on until today. Which is I have too much going on, and it’s unsettling in my soul of what I feel like God has called me to, and I’m being distracted and pulled in areas that are not for me.
MED (28:36):
Yes.
AJV (28:36):
And the biggest thing that I need to do is learn how to, to, to do less and to say no. In a season of like, if I’m really gonna do what I’m called to do, then I, I have to learn how to say no. I
MED (28:49):
Have to and to have room to hear the Yes. Yeah. I think what you’re experiencing is, is busyness happens at all levels, but the higher up you are, the harder it is to discern blessed versus busy.
AJV (29:01):
Totally.
MED (29:02):
You’re not alone. And there’s several women that I’ve been talking to that are kind of in this same space. And what I’ve come to describe it as now as a fog, an intentional fog to allow certain things to settle. But, you know, I’ve got this contract here for a five year endorsement deal. I just signed a two YA two book children’s deal. I turned in into second draft of my manuscript yesterday. And then we’ve got a new mastermind that we’ve rolled out. And so it’s not that there’s not, sometimes it’s not that you’re not where you wanna be, but you still feel there’s another place that you are to be. And when there’s things coming in and they don’t, you don’t feel a quick, yes, it makes logical sense, but then can you hear if there’s something else? And I feel like there’s something else that these things are not bad.
MED (29:55):
And all these things are great, these are preparation for the future. But I think for women who are visionaries, it is important for us to just recognize sometimes that we can be very successful and things are great, but there’s still more sometime. But God’s gonna go deeper though. Before he can review. We’ve gotta hear more of his voice. It’s not gonna necessarily be from a, from a coach or even from a podcast. You know, my my hope is that when someone hears what I say, they would go pick up a Bible. Mm-Hmm. Even if you never have before or pick up a devotional. I think what I try to do with a hundred days of believing Bigger is anchored in such a way that it speaks to probably where you are. If you’re drawn to goals, vision, dreams, and ambition, likely it hasn’t been properly discipled.
MED (30:46):
‘Cause There’s all, there’s not much in the church or Bible or resources, podcasts that really disciple both together. But the worst thing you can do is become dependent on another person’s voice and that person begin to shape who you are. And I think that’s the illness of this entire industry. Mm-Hmm. is that gurus are becoming idols. People are and there’s so much manipulation, there’s so much, and this is why I think what the Bible would call a remnant, but why those who really have a true heart for helping others, you’ve gotta put your oxygen mask on first. And that can’t come from a person that has to come from heaven. You need supernatural air.
AJV (31:26):
Yeah. And I love that you bring that up. So I have a question for you. Yes. So in this world where everything is so visibility driven, social media driven, me, me, me personality especially, and like I’m in the space of personal branding now we, we define it slightly different than how most other entities would define personal branding. However, I am curious to hear your thoughts on when everything surrounding success has to do with more, faster, bigger, you know, those types of things. H how, how would you recommend somebody redefining what success looks like that is purpose driven and meaningful versus the worldly sense of, you know, success or visible?
MED (32:13):
Yeah. Well, when I started my company coming out of that broken season, I had an event called me University, the Ultimate Business in Branding bootcamp. And I had been on CNN, I’d been a brand manager, essentially with my sports agency managing athletes, NFL players, but also entertainer celebrities. I’d helped, I’ve helped number of Miss Americas and Miss Universes, miss USA contestants, I shouldn’t say Miss Universe, but Miss USAs, some have gone on to Miss Universe. And so I have always believed in presentation. Look, I competed in Miss America . I grew up in front. I grew up on stage. I was a competitive baton twirler, all the makeup, all the hair, all the glam. And so presentation to me was never a bad thing. I always learned to bring God with you in everything that you do. But in terms of the brand piece in particular, when I first started, I was scared to even say a prayer at my own event.
MED (33:08):
And then as I really get came to understand, this was a calling, I was like, is branding superficial? Hmm. Is this actually wrong? And the reality is you know, God said, not just let there be light, and then there was light. But we are supposed to be light. We are supposed to be seen. And there’s, I will say this really clearly, and some of you need to write this down, but there’s absolutely nothing wholly about hiding. Mm. That’s pious. There’s nothing represent the, the problem is God has been poorly branded. And also because there are not people who a lot and a lot of people right now, faith has become popular. It’s become very manipulative. Also that utilizing faith as part of the brand for many people is a marketing tool because they know that people will come into their programs. That’s perverted too.
MED (33:57):
The question isn’t about presentation. God made women to look a certain way because he wants people to see us. We’re supposed to be attractive. We’re designed to attract, we’re never, it is supernaturally a part of the gift that makes the yoke easy burden and light for us. Being your best self is never a bad thing. Caring about, if you brush your teeth, why not put on some mascara? Like it’s the same thing. It’s not, there’s nothing wholly or unholy about that activity. Presenting yourself as an authority. There’s nothing wrong with that either. If you actually are. Now, if you’re not, it’s gonna bo it’s gonna burst one day. But ultimately it’s less about brand. It’s more about voice. And what is it that you are, what are your values and what do you see when you determine your values and you’re really clear about that.
MED (34:50):
And you then you see what do you, what do you envision when you’re casting vision for people? This is not about you being successful. This is about you helping other people to be successful. I believed I said this in 2011 for the first time, I said, I believe that entrepreneurship is a new faith movement. That was before it was a movement. I just believe that. And other people locked into that vision. And now there are a lot of people who teach faith in business as it should be that way. But I do believe it’s time for next level to that vision because it’s I don’t believe that most people who talk about faith in business are actually growing people in their faith. That means it’s just a cheap marketing trick. So for me, it’s not about success in terms of money, it’s about alignment with assignment.
MED (35:40):
Mm-Hmm. people say, you should start a church. I’m like, I’m not a pastor. , I’m not a shepherd. I have very little patience for people. I’m more midwife. I’m gonna get you out the, I’m gonna get you onto the field and I’m going to go to the next thing. But what my o only point in that is that the only thing that matters is not success, but alignment. Wherever God sends you is holy ground. And if, and, and he will prosper where he puts you. Mm-Hmm. . And that is about where he needs you, which is about other people. So success really is about how am I called to lead? Where am I called to lead? And how can I bring what I really believe to distinguish myself from the, from the swamp, from all the p in the pool?
AJV (36:26):
That’s so good because it’s
MED (36:28):
There.
AJV (36:28):
Yeah. You know what, I wrote this down. I said, this is so good. And if you didn’t hear her write this down. Now it’s like, there’s nothing holy about hiding. And you know, I think one of the things that, you know, and I’ve, I don’t know if this was in believe bigger or in the devotional, but like one of the things that really stuck out to me is the difference of playing small. And how, like, I think self-doubt. I think you talk about how self-doubt is really tied to playing small. And there was something that you just said that made me think about that, about there’s nothing holy in hiding. And if you’re hiding, it’s probably somehow connected to some self-doubt that you have about yourself. And so, can we talk about, just for a quick sec, and I know that we’re coming up on our time, but what, what are some shifts that need to go from, you know, the self-doubt mentality to a self-belief mentality, but specifically around this idea of playing small, which in my opinion and from a lot of people in our audience really has to do with saying yes to anything that comes their way versus discerning what’s the right.
AJV (37:35):
Yes. And so they end up doing a whole bunch, but it’s all real small and it’s really all centered in, well, I don’t know if I can do more than this. I don’t know if I can do bigger than this, so I’ll just do whatever comes at me. And thus, they’re so busy they can’t do the bigger things that they really want and feel called to.
MED (37:52):
Yeah. So belief is such a powerful thing. And when you talk about going from kind of doubt to belief or insecurity to feeling confident or what I would call even God fit, there’s two voices that I talk about. These, this battle for your destiny, this battle for your mind. And really it’s a battle for your belief. You know, I say the, the brain is an organ, but God showed me that the mind is an organization the difference. And there’s these two forces that show up as two voices that are battling for your belief and your voice and your identity. The first voice is called little me. And this is the vo voice of doubt that causes you to shrink. And the purpose of little me is to keep you small, to keep you settling and second guessing. And we’ll use scripture to do it.
MED (38:42):
We’ll use convention, protocol, gender, all the things that are appropriate. This is where we as women get should it on. Here’s what you should do, here’s what you shouldn’t do. And you’re asking these questions through a lens. And Little Me also is a great tape recorder. Little Me has kept track of every single thing that has been said to you, that has created the seeds of insecurity and then waters them and replaced them. Okay? So Little Me’s job is to keep you small, because little me knows that if you dare to believe in who you actually are in your own supernatural greatness that was created at the same time that God breathed, left breathe life into the world, if you were just ha if you were to step into that and breathe that kind of air, and Little Me ceases to exist, so little me holds on for survival.
MED (39:29):
But on the other side of little me is this other voice called Future me and future me conspires with the Holy Spirit. Whereas little me conspires with the enemy, the enemy’s job is to come still, to kill and to destroy you. And we’ll do it by keeping you busy. We’ll do it by getting you to be self-righteous or in a place of doubt or in a place of whatever it takes to keep you out of alignment with the fullness of your assignment. And he don’t even make you rich to keep you out of significance. Oh, that’s bad. But future me knows who you are, knows your destiny is speaking to you from the future about your future. Future me is the one who says, yes, daughter, you yes. Start that. Step into that, raise that price. Put your face on the cover. God crafted it.
MED (40:18):
Right. Future me is the one that knows who you are, but future me is the voice we least listened to and comes to us like a whisper as opposed to the lion ness. Not just this lion, but like this lions boldness with this assured yet quiet, yet fearless confidence that is the voice of future me and future me is pulling us into that. And here’s the thing about mentorship is that really great mentorship should be speaking to your future without utilizing little me to get you to move. Mm-Hmm. , what happens so much in this space is mental manipulation to get you into a place of pain, fear, doubt, and desperation to get you to make an investment in yourself, right? Versus real. Mentorship speaks vision to your future from the future. And when visionaries meet, meaning when the future that someone sees for you matches the future that God has for you, you lean into that.
MED (41:19):
You lean into that. And that is that that’s what alignment is. And so when you’re looking at your belief, and all of us have garbage flowing through our minds that we have to bathe and clean out daily there are some resources, I think believe bigger, a hundred days of living bigger help you with that. The best resource I believe that you anchor and build your life around is the Bible. You wanna be around great mentors, but really pay attention to how people talk to you. And then how do you talk to yourself? And it is a lot of, there is mind training, but there’s also spiritual training that you need, I think to have longevity. If you are called to leave, you lead, you gotta deepen your own roots. And so when you, when you, the biggest thing to shift is number one, getting dec deciding about what do I no longer wanna stew on in my mind?
MED (42:12):
What littleness, what smallness, what insecurity am I going to now actively, actively target as the enemy against me that may be within me. Like this is what I’m going to, whether it’s therapy, whether it’s the food, whatev, what is it that might be biologically, chemically, spiritually, emotionally, relationally, environmentally? What is creating this? Because I’m here for a reason. I have been called for such a time as this. You have been called for such a time as this. So the enemy is not around you. It’s often within you. The Bible even says, you know, rescue me from my enemies. Who owns their enemies? Your enemy is often the enemy. Mm-Hmm. . And so this is just an invitation because this season is going to need your belief more than your more than your expertise. It’s gonna require you to believe bigger, especially the times that we’re entering into, to believe that you’re chosen, you’re worthy, and you’re actually ready. And bathe yourself in goodness and belief in the Bible. I keep saying in the Bible for a reason. ’cause It’s gonna be what you need to make it through, but also to accelerate in this next season.
AJV (43:23):
Mm. I love that. So, so good. And and just truthful. It’s just truthful and, you know, it’s I love
MED (43:31):
Hot on that .
AJV (43:33):
Yeah. I mean that’s, I mean, that’s just, it’s just truth. I mean, and I think that’s in a lot of, in a lot of places right now. And I think where, where we have opportunity is to actually seek truth, not a truth, but the truth. Not our version of the truth, but the truth. Mm-Hmm. . And, you know, I love es I love the book of Esther and I love that you were made such a time as this. And, and the truth is, all of us we’re made with timing and purpose. And if you’re here and if you’re listening to this podcast, I would encourage you to go that too is for a reason.
MED (44:10):
Yeah. It’s,
AJV (44:11):
It’s for a reason. So for each of you who have chosen to stick around to the end not only in what just Marshawn just said, but also I’ve just going like, why was I called to this episode, to this test, to this person? Why did I stick around? And what does that mean for me when this episode is over? Because there’s, is, there is that timing for all of us. And so I just, I wanted to have you on the show ’cause I just, it’s been so impactful in my life of just back, you know what it is, it is connecting the faith element to the success element, to the personal branding and the identity and, and the voice. Right? There’s one part of your devotional where it’s like you, your message is a voice and Mm-Hmm. , you know, it’s like that’s the passage I read all the time and just encouraging to all of you. It’s like we all have a voice. We were given it. And it was, that’s
MED (45:08):
So funny ’cause that was my devotional yesterday was You are a Message and it’s all about remember your voices. So the timing, you know, it’s interesting ’cause we’ve had to schedule a few times to be able to make our calendars work, but then the precision of the Holy Spirit is that between yesterday and today, that we were still basically in the same message. Fear not living in different states, never talked to each other before today. And I think that’s why those who are listening, you’re here right on time as well too. And branding is blessed when we are remembering who we’re ultimately representing. The mastermind we just opened is called a Brand Elevation at Mastermind. And it’s really for those who’ve already been very successful, and you’re still asking this question, what’s next?
AJV (45:57):
Yeah, y’all, if you’re asking that question, what next? There’s a couple of places I wanna send you. First of all you should just follow Marshawn. It’s at Marshawn’s at Marshawn Evans. That’s her handle on all the different favorite social media platforms. But also go to believe bigger.com, get the book, get the devotional, get all the things. But then if you go to marshawn.com/start-here, which I’ll put in the show notes, but marshawn.com/start-here, there’s also a really cool free gift you wanna share just a quick few seconds about what they’re gonna get at start here.
MED (46:36):
Yeah. So it’s a class called Manifest Miracles. And you know, that word manifest is, is an interesting word nowadays, but I believe that the goal, the intention of our lives is to make manifest the glory of God. And that we do that in highly impactful ways and practical ways. I work with Office Depot Arts and Young Delta Airlines, Cisco HP tenure contract with them. I work with the biggest companies in the world. I’ve, but I also believe that this is what it means to manifest miracles, to birth babies, to work for there to be no limits to your life. And so just to have training around what that looks like and what that requires.
AJV (47:15):
So y’all, if you’re ready to believe bigger, there are so many tools and just words at your disposal to give you the inspiration. And also the next steps to do so. So, follow Marshawn visit, believe Bigger, then go to marshan.com/start-here. And get this on the go. Marshan, thank you so much for your time today and for everyone else, stay tuned. The recap episode will be coming next, and we’ll see you next time on the influential personal brand.