WEBVTT 1 00:00:00.000 --> 00:00:02.730 Part of my core thesis around particularly leadership, 2 00:00:02.730 --> 00:00:04.590 and I think it's true for every function today, 3 00:00:04.590 --> 00:00:06.870 is you've got to stay a student. 4 00:00:06.870 --> 00:00:09.840 You know, I'm fond of the refrain leaders are learners, 5 00:00:09.840 --> 00:00:13.620 but I think we're in a critical moment in time 6 00:00:13.620 --> 00:00:16.350 where things are changing so fast 7 00:00:16.350 --> 00:00:18.300 that it's incumbent upon all of us 8 00:00:18.300 --> 00:00:20.460 to really it's the idea of a foot in two worlds, right? 9 00:00:20.460 --> 00:00:22.560 It's like you're executing and performing. 10 00:00:22.560 --> 00:00:23.670 You're running your business. 11 00:00:23.670 --> 00:00:24.690 I'm running my business. 12 00:00:24.690 --> 00:00:27.120 But at the same time, we also need to continue 13 00:00:27.120 --> 00:00:31.140 to expand and grow and adapt and invest ahead of the curve. 14 00:00:31.140 --> 00:00:33.480 And a big part of that is learning. 15 00:00:33.480 --> 00:00:35.850 You know, we're all so busy, stressed, overwhelmed, 16 00:00:35.850 --> 00:00:38.700 self included, that we're not carving out 17 00:00:38.700 --> 00:00:41.430 the appropriate and adequate amount of time, one, 18 00:00:41.430 --> 00:00:42.420 to learn and grow, and two, 19 00:00:42.420 --> 00:00:44.210 to prepare for what's next and new. 20 00:00:44.210 --> 00:00:46.440 (light music) 21 00:00:46.440 --> 00:00:47.940 You know, things are changing so fast, 22 00:00:47.940 --> 00:00:49.470 but they're never going to be this slow again. 23 00:00:49.470 --> 00:00:54.360 And so learning agility is a critical skill and competency 24 00:00:54.360 --> 00:00:56.040 to be a high performer. 25 00:00:56.040 --> 00:00:58.380 The high performers don't stop learning. 26 00:00:58.380 --> 00:01:00.060 They stay students and it's iterative. 27 00:01:00.060 --> 00:01:02.070 So you've got to stay in the learning lane. 28 00:01:02.070 --> 00:01:04.830 You know, artificial intelligence and generative AI, 29 00:01:04.830 --> 00:01:06.390 it's changing so fast. 30 00:01:06.390 --> 00:01:08.820 And I can't even keep up with the news cycle, 31 00:01:08.820 --> 00:01:10.830 let alone my own skill and competency 32 00:01:10.830 --> 00:01:13.440 and how it's being leveraged in my business. 33 00:01:13.440 --> 00:01:14.430 And I just realized, like, 34 00:01:14.430 --> 00:01:17.280 I actually have to stop and get somebody 35 00:01:17.280 --> 00:01:19.770 who's a lot smarter than me about this to teach me. 36 00:01:19.770 --> 00:01:21.690 And so we have somebody in our community 37 00:01:21.690 --> 00:01:22.920 that worked for Google. 38 00:01:22.920 --> 00:01:24.450 He's like an AI aficionado. 39 00:01:24.450 --> 00:01:25.800 He was an executive at Google, 40 00:01:25.800 --> 00:01:28.230 and he talks about this and writes books about it. 41 00:01:28.230 --> 00:01:29.700 And I'm going to have him come to Minneapolis 42 00:01:29.700 --> 00:01:33.120 for two days and give me a two-day workshop. 43 00:01:33.120 --> 00:01:35.970 And the age-old entrepreneurial idea of, 44 00:01:35.970 --> 00:01:39.060 you know, you're working in the business all the time. 45 00:01:39.060 --> 00:01:41.580 You've got to work on the business. 46 00:01:41.580 --> 00:01:43.380 That's not just true for business owners. 47 00:01:43.380 --> 00:01:45.252 That's true for everybody. 48 00:01:45.252 --> 00:01:49.050 (light music continues) 49 00:01:49.050 --> 00:01:51.660 If I'm a sales leader, so a couple things I'm doing. 50 00:01:51.660 --> 00:01:55.740 One, I think you have to create time and space 51 00:01:55.740 --> 00:01:58.710 for knowledge transfer in a sales organization. 52 00:01:58.710 --> 00:02:02.430 And even you think in a distributed sales organization, 53 00:02:02.430 --> 00:02:04.680 there's so much institutional knowledge 54 00:02:04.680 --> 00:02:06.450 that happens in the field each and every day, 55 00:02:06.450 --> 00:02:07.830 but you have to create the time and the space 56 00:02:07.830 --> 00:02:10.530 to come together and transfer that knowledge 57 00:02:10.530 --> 00:02:11.910 and share those ideas. 58 00:02:11.910 --> 00:02:14.430 So I think that's one critical thing. 59 00:02:14.430 --> 00:02:16.410 The second thing as a sales leader I'm doing is, 60 00:02:16.410 --> 00:02:17.910 I've got to be coaching. 61 00:02:17.910 --> 00:02:19.890 I've got to be with my team, in the field, 62 00:02:19.890 --> 00:02:22.320 in the work, providing real-time, direct feedback. 63 00:02:22.320 --> 00:02:25.290 And that's role-playing, and it's analysis, 64 00:02:25.290 --> 00:02:28.590 and it's auditing, and it's co-creating on a call, 65 00:02:28.590 --> 00:02:29.970 and it's feedback. 66 00:02:29.970 --> 00:02:32.610 And so that's got to, you know, that needs to be happening 67 00:02:32.610 --> 00:02:34.110 on the spot, real-time. 68 00:02:34.110 --> 00:02:35.520 And then I think you have to look 69 00:02:35.520 --> 00:02:37.920 at the individual contributor. 70 00:02:37.920 --> 00:02:40.800 You know, and that gets into the development plan. 71 00:02:40.800 --> 00:02:44.370 But if you had a specific development plan 72 00:02:44.370 --> 00:02:46.290 for each member of your team, 73 00:02:46.290 --> 00:02:48.840 if you looked at, if you assessed their skill, 74 00:02:48.840 --> 00:02:52.140 their capability, and what their biggest opportunity was 75 00:02:52.140 --> 00:02:54.960 to create the next breakthrough in their career, 76 00:02:54.960 --> 00:02:58.020 in their year, you would actually customize 77 00:02:58.020 --> 00:03:00.000 some of that development accordingly. 78 00:03:00.000 --> 00:03:01.530 You know, everybody's at a different place 79 00:03:01.530 --> 00:03:03.090 and everybody has different needs. 80 00:03:03.090 --> 00:03:06.210 And so I think thinking about it through that lens, 81 00:03:06.210 --> 00:03:09.570 and then mapping it, mapping the learning journey 82 00:03:09.570 --> 00:03:12.330 to what somebody both needs and wants. 83 00:03:12.330 --> 00:03:16.950 You know, you may have a producer that wants 84 00:03:16.950 --> 00:03:19.290 to go into management and wants to understand that. 85 00:03:19.290 --> 00:03:21.480 Well, start developing that competency. 86 00:03:21.480 --> 00:03:23.010 You know, leaders build other leaders. 87 00:03:23.010 --> 00:03:24.480 Give people some line of sight 88 00:03:24.480 --> 00:03:26.130 and some additional responsibility. 89 00:03:26.130 --> 00:03:27.990 You may have someone that's very clearly 90 00:03:27.990 --> 00:03:30.690 never want to do that at all, but they have an opportunity 91 00:03:30.690 --> 00:03:33.000 to develop their capability another way. 92 00:03:33.000 --> 00:03:35.130 So it can't be a blanket approach. 93 00:03:35.130 --> 00:03:37.770 I think learning increasingly needs to be customized. 94 00:03:37.770 --> 00:03:40.858 And you know, and I was just reminded of this 95 00:03:40.858 --> 00:03:44.730 in the meeting that I went on, great, great company, API, 96 00:03:44.730 --> 00:03:47.310 I was meeting with here in Minneapolis, just so focused, 97 00:03:47.310 --> 00:03:51.107 just one of the most robust leadership development agendas 98 00:03:53.580 --> 00:03:55.440 and approaches that I've ever seen. 99 00:03:55.440 --> 00:03:57.780 And they sort of unpacked it for me today. 100 00:03:57.780 --> 00:04:00.390 And one of their axioms was that, you know, 101 00:04:00.390 --> 00:04:02.940 your development is your responsibility. 102 00:04:02.940 --> 00:04:05.460 So take agency over your own development. 103 00:04:05.460 --> 00:04:07.050 We have a lot of opportunity here. 104 00:04:07.050 --> 00:04:08.670 We have a lot of resources. 105 00:04:08.670 --> 00:04:12.240 We have a lot of pathways into expanding learning 106 00:04:12.240 --> 00:04:14.040 and your knowledge and skill. 107 00:04:14.040 --> 00:04:17.040 But you got to own that and you got to take responsibility 108 00:04:17.040 --> 00:04:18.660 for your own professional development. 109 00:04:18.660 --> 00:04:20.910 And obviously, this is true of a small business, 110 00:04:20.910 --> 00:04:22.410 but even in a large organization. 111 00:04:22.410 --> 00:04:24.330 So I think those are, as a leader, 112 00:04:24.330 --> 00:04:25.560 those are some of the things 113 00:04:25.560 --> 00:04:28.440 that I would want to continually reinforce. 114 00:04:28.440 --> 00:04:30.043 This is how I'd approach it. 115 00:04:30.043 --> 00:04:32.550 (light music continues) 116 00:04:32.550 --> 00:04:36.090 The whole idea that, you know, success breeds complacency 117 00:04:36.090 --> 00:04:39.150 or you arrive at a certain destination in your career 118 00:04:39.150 --> 00:04:40.860 and you can kind of stay there, right? 119 00:04:40.860 --> 00:04:44.850 And that just isn't the case anymore. 120 00:04:44.850 --> 00:04:48.180 Like, I get that you've been a great financial advisor 121 00:04:48.180 --> 00:04:51.600 for 25 years and you built a great book of business. 122 00:04:51.600 --> 00:04:54.180 But you have to keep developing your competency. 123 00:04:54.180 --> 00:04:55.470 Your clients are changing. 124 00:04:55.470 --> 00:04:58.436 You know, we're approaching the great transfer of wealth, 125 00:04:58.436 --> 00:05:02.970 and now you've got agentic AI who actually can mitigate risk 126 00:05:02.970 --> 00:05:05.400 in a portfolio 10 times faster than you ever could 127 00:05:05.400 --> 00:05:06.360 in 30 seconds. 128 00:05:06.360 --> 00:05:08.040 And it's actually more accurate. 129 00:05:08.040 --> 00:05:10.500 And so like, the idea that, you know, 130 00:05:10.500 --> 00:05:12.330 you're not going to continue to develop that 131 00:05:12.330 --> 00:05:14.550 and sharpen those skills and competency 132 00:05:14.550 --> 00:05:16.770 and understand how things are changing, 133 00:05:16.770 --> 00:05:21.240 I think is, it's not just a missed opportunity anymore. 134 00:05:21.240 --> 00:05:24.750 It's a recipe for being disrupted. 135 00:05:24.750 --> 00:05:27.150 And that's true for an individual 136 00:05:27.150 --> 00:05:30.060 and it's true for a team or an enterprise. 137 00:05:30.060 --> 00:05:32.790 So embedding learning and development 138 00:05:32.790 --> 00:05:36.158 and learning agility in a business, crucial. 139 00:05:36.158 --> 00:05:37.039 (screen whooshing) 140 00:05:37.039 --> 00:05:39.975 (light music continues)