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Successful individuals use coaching and mentorship to
help them unlock their potential. Not all

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coaches are created equal, and that's
why we work with the top five percent

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of coaches at idemics. Welcome to
Coaches you need brought to you by Ideamics.

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Welcome to Coaches to Know. These
are coaching shorts by Idea Emix Radio.

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This is a brief podcast designed to
demystify coaching and help you our audience,

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understand what coaching is and how it
can help you. I'm your host,

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Jamie, and today I'm here with
coach David and we're going to be

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talking about coaching for life transitions.
Coach David has nine years of coaching experience.

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He has a background in corporate marketing, entrepreneurship, and new and humanitarian

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work. And his clients are typically
thirty five to sixty five and they've they

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normally have identified that something in their
life is not working for them and they

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want something different. So welcome Coach
David, and thank you for joining us

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today. Good to be here.
Thank you. I appreciate your time and

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I hope to communicate what seems like
a very obvious topic, life transitions.

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We all know what they are,
But I hope to sort of drill down

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to help people understand today when coaching
for through a life transition may be beneficial

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for them. So first, let's
start by defining what do we mean by

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life transitions? Sure, so,
most of the people I work with are

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people who have identified something going on
in their work or their life that just

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they have a sense that things are
not as satisfy, fine, or as

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meaningful or as in balance as they
would like their life to be. And

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transitions can can come about in many, many different ways. And maybe that

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somebody within a job has just lost
their ability to grow, or they may

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have new leadership that isn't working for
them, the company may be changing any

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kind of thing like that might lead
somebody within a work position to say it's

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time for me to make a change. But often, especially when people are

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well into their lives and I you
said, my clients are thirty five to

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sixty five, I sort of define
that broadly, as you know, those

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middle years where you have a lot
of living and work behind you and a

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lot of living and work ahead of
you. And you know, given how

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long we work these days, you
know, most people reach points where suddenly

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what they thought was right for them
is no longer the right fit. And

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the challenge when people are in moments
like that is it life is super crazy

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and intense, especially in those years, and it can be difficult to find

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the space, the time, the
energy to move into a transition. And

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that's often where coaching can be very
helpful. But yeah, I mean very

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simply. You know, people move
into transitions when they're in moments where they

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are looking to move towards more of
the things that they want or away from

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things in their life that they don't
want. Thank you for that sort of

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definition so that we can be on
the same page about what's being discussed today.

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There's a lot of interesting nuggets and
what you just said help us understand,

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David. Are there typically do people
have a trigger moment that it's it's

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this is working for me, this
is working for me, and then suddenly

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it's not or is that realization?
How does it normally come? Is it

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slow? Is it best? Does
it depend? It's a great question when

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I when I do intake conversations with
people, one of the things I'm always

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interested in is what what is the
trigger moment? I would say that generally

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when people are ready to make a
change. It has been a slow burn

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of things that have been happening that
that that without necessarily even recognizing it,

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are leading them to be less less
content or less less happy with what's going

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on. But usually there is a
trigger moment. It maybe something something external

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like a new boss you know,
or like a notable failure, or maybe

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a notable success where things suddenly change. And it may be you know,

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it may be something internal that happens
either a very strong emotional moment. But

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usually there is something that happens to
somebody in a moment where they decide they

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can look back and realize that things
have been happening that have been pointing in

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the direction of a change. But
I rarely meet with somebody who, if

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I ask, can't point to the
thing that happened that got them into a

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moment of thinking, I'm ready for
a change and I want I need to

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figure out how to make that change. That's very interesting, I always think,

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though, even when there is some
level of trigger right which generates a

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self awareness, there is a gap
between awareness and action, and coaching through

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life transitions in this way is a
way to close that gap between I understand

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that I'm happy, or that I
need something different, whether it's from my

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career, from my life, and
I know that I want to get to

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something different, but I can't always
know what that different thing is that I

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want and or how to get there. And I look at life transition coaching

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as a way to help clients process
through how to get there. And if

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you could speak a little bit about
how you help your clients get from I

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know I need something different to getting
something different. Sure, yeah, I

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mean typically the moment of recognition is
not the moment people delve into work.

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A lot of times, I mean
I have had I can't tell you how

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many people have reached out to explore
coaching because they've had that trigger moment and

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then decide they're not really ready,
get very scared about again. It's you

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know, it's a commitment of energy, it's a commitment of time, it's

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a commitment of money. But so
often after being with that that concern and

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having it come up again, people
will come back to coaching. You know.

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When I'm speaking with somebody who's identified
a desire for a transition, what

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I want to do is help them
get as clear as they can be about

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both why they want to change and
what they're hoping to change and move towards.

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And that's that's really what the discovery
process in coaching is all about when

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working with people, and I'm you
know, what I'll reveal here, Jamie,

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is really my approach to helping people
get clear on the readiness that they

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have for moving into coaching work.
I focus with people on three different areas

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when they're thinking about transitions, and
the first one is really the thing that

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you're talking about here, which is
what I broadly call focus. And in

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the workaround focus, we're trying to
get as clear as we can around what

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the things are that we are looking
to have more of in our life.

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Whether that's balanced, whether that's more
money, whether it's a different group of

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people to be working with, whether
it's a higher level of impact. There

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are many different things that make up, you know, a life and make

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up if it's a professional realm,
what makes for a good work environment.

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But in those moments where somebody has
said I'm ready for a change, I'm

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ready. I feel like a transition
is coming. The first order of business

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is getting some formula of like what
better looks like, And that's what I

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call focus. The work of getting
getting focused is looking at a few different

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things. One, you want to
look back at your work history, or

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you know, if it's not work
related. Most of my clients are coming

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in with professional transition desires to begin
with. But you want to look at

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the your history to see what kind
of things in your work history have been

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peak moments, what kinds of things
have elevated you, what kind of things

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pull your energy down, and how
you've made decisions going from one thing to

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the next, and how those decisions
have worked out for you. That's the

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looking backwards. In terms of looking
forward, you know, this is where

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one's interest, one's values, one's
experience that it become really important, and

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that is you know, some of
that stuff is structured work. But the

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goal of all of this examination is
to try to help somebody get to a

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point where they can identify some vision
of focus from moving forward. One of

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my favorite phrases is where we focus
is where we go. And without some

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willingness to put at least an initial
stake in the ground of what we think

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we're transitioning towards, it's very hard
to even move into that. And maybe

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I'll stop there. That's that's the
first work I do with people to kind

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of get them ready to move forward
and to sort of tap into the energy

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that makes the idea of a transition
exciting, because when somebody can start to

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articulate that, there becomes much more
momentum about moving into the work. That's

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that's very interesting. It's it's I
think of it as a tea up process.

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I really like what you said too. Where we focus is where we

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go, which I think is quite
key and you know a strong theme and

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what coaching is, it's helping people
with forward looking to be forward looking,

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to draw that life vision or a
vision for your career or whatever it is,

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and move towards it. So it's
all about moving forward, which which

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I think is very powerful full experience
for people. Yeah, one of the

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things that you said is you talked
about I mean the process of examination.

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I imagine it's the length of that
is unique for everyone. But how long

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does that normally take for people to
get here on a vision? Yeah,

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it can be surprisingly quick. Typically, I will start by asking people a

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bunch of how people write about a
bunch of questions that are allowed them to

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reflect on their their their past,
allow them to reflect on their identity,

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their strengths, their challenges, so
that very quickly they're they're exploring the terrain

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that they find themselves in. And
then we move into some straightforward exercises around

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uh, you know, starting to
break out what it is that really matters

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to people. And the thing is, when somebody is identified, it's time

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for a change. The answers to
what they want more of or less of

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are usually pretty easy for people to
figure out, and in thinking about it

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and stepping into that work, it's
really it becomes pretty easy for someone to

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realize what they've been very excited about
and what it is that's holding them,

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you know, holding them down,
draining them. And I would say,

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you know, usually within you know, three or four sessions, we begin

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to get clearer on on a focus
to define the transition moving forward. That

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that focus can shift and change and
does as we move into the actual work

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of exploration, but it gives us
a great place to start. So it

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sounds like the process is quite iterative
in a way. You can focus,

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but then as you continue your work
may adjust, may change, And once

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you've defined the focus, where do
you go next with your clients? Typically

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the next place we go is to
what I broadly will call story. And

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this is this is one of the
most important parts of moving into a transition

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because we all, we all,
all of us carry our story in one

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way or another. And the reality
is we can all tell our story in

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many, many different ways. I
could tell you about my thirty year career

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prior to becoming a coach, and
you would swear that I have led the

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most interesting life of anyone you've ever
met. And I could tell you the

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story focused on all the challenges I've
faced and you would be like, wow,

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I don't know how you made it
through that. And so when we're

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making transitions, you know, with
some kind of defined focus, the next

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order of business is to figure out
how we tell a story that connects the

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journey we've been on to that place
we're trying to get to. And there's

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that story needs to be told in
a lot of places. It's told in

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very structured places like our resume or
bio or LinkedIn profile. You know where

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there are. You know, there
are tricks of the trade that are important

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to understand, but I find in
making change, the most important thing is

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how we understand and feel and embody
our story and how we can confidently tell

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it to other people so that they
can do what we want them to do,

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which is help us move towards that
transition. But this is such a

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huge part of transition work is being
able to see yourself and see your story

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in the place that you're trying to
get to. I often will say that,

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you know, a goal is a
place that we come from. You

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know, we think of a goal
as a place we're going to, But

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really, in making transition, we
as much as possible, we want to

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be embodying that person who has already
made the change. We want to be

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living that and then we're moving into
it. It makes moving into it so

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much easier, and crafting a story
in your own words helps you become that

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change. Yeah, we then have
a thing to be living into and it's

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you know, the trick to that
is finding the story that really resonates.

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You know, it's not about making
up a story. It's about choosing the

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story that we want to tell about
where we are and where we're trying to

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go. For people, I would
say people like myself who are very literal

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and factual based, I've always found, you know, stretching and living that

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who I want to be has been
a challenge in my life for sure,

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because it feels dishonest in a way, but it is a part of the

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process. And going back to what
you said, where we focus is where

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we go, and so if you
focus on being what you want to be,

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then you will go there and you
will be there absolutely. I mean,

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it's really interesting. I was an
entrepreneur for ten years. I created

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a travel publication and it was an
incredible journey. It was It was ten

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of the most thrilling years of my
life. It had ended with a very

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fortunate sale of the business. But
during those ten years, there were many

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moments where all I focused on was
concerns about money or concerns about staffing,

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and lost my focus on the excitement
of running a travel business or doing my

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own thing. And so in every
day and in every moment, we get

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to choose where we put our focus. So, you know, I totally

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get your comment about you. None
of us want to feel like we're putting

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on an act. But the reality
is, you know, there are so

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many different ways to tell our story, and it's really important to be thoughtful

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about that as because we we want
to inspire others with our story and with

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our desires. That's that's really the
selling part of making a transition. Yeah,

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yeah, no, totally agree,
totally agree. Um, we are

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sort of running close to time,
if not over time. But I just

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want you to touch upon the third
step happens when people work, when clients

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work with you. Yeah, as
it's what I was referring to. I

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broadly call the third step after focus
and story social, and that is bringing

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your story into the world. We
don't make transitions by ourselves because we don't

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live in a universe of just ourselves. So when we tell our story,

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we're typically trying to do three things. We're trying to get better at telling

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our story, and that happens when
we get to see it reflected and see

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what other people are reacting to.
We learn in the process, especially if

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you're looking for a new job or
something else, you're using your story to

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find out more about the realm of
the person you're talking to, and we

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expand our network. So moving our
story into the world is really where the

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rubber meets the road and making change. It's the most exciting thing. It's

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a lot easier for an extrovert,
which I am and for some introverts.

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But this is why the practice of
telling our story is so important. And

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before you know what, we're living
into it and the transitions that we're hoping

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to make are where where we're focusing
and what we end up manifesting. And

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I see this happen over and over. I'm that positive note. Coach David,

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I want to thank you for your
time today, thank you for walking

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us through coaching through life transition,
and maybe we should have you back to

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do something on entrepreneurship at another time. I'd love that. Thank you so

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much, Take care, Thanks for
listening. Please subscribe wherever you listen and

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leave us a review. Find your
ideal coach at www dot vidmx dot com.

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Special thanks to our producer Martin Maluski
and singer songwriter Doug Allen.

