WEBVTT

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It really does make sense that we
should spend those hours of week in areas

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of aspiration and mastery instead of drudgery. You're listening to the Audible Ready Podcast,

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the show that helps you and your
teams sell more faster. We'll feature

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sales leaders sharing their best insights on
how to create a sales engine that helps

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you fuel repeatable revenue growth, presented
by the team at Force Management, a

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leader in B to B sales effectiveness. Let's get started. Hello, welcome

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to the Audible Ready Sales Podcast.
I'm Rachel Klatt Miller. Today, as

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we start another year, we are
going to talk about looking back, assessing

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your years so you can excel in
twenty twenty four in the way that you

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want to. Jim Poolyapolis we call
him Polly, is joining me for this

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conversation. Polly has been on our
show before. I hope you've listened to

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his other episodes, but he's really
an expert in finding your motivation, what

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makes you happy, excelling in your
career, and it's all with an angle

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for people who do sales for a
living. Fully welcome, it's so great

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to be here, Rachel. Thanks
for having me on again. Yeah,

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yeah, ge me coming back.
I love doing these well, we love

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having you, and this time of
year aligns really well with your expertise,

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and I know the topic you are
most passionate about. We're going to tackle

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several areas in this podcast today and
ways for you to get your mind around

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what you want to do, who
you want to be in twenty twenty four.

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And you've done some work executive coaching
on this very topic, and this

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whole idea of like looking back to
move forward is one theme that we're going

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to tackle. Yeah. Absolutely so
to that point, I actually spent a

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number of years as an executive coach, and I worked with technology leaders that

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work with business owners. And one
of the things that always kind of came

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back to me as a theme when
I was coaching these individuals was that we

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might be sort of focused on trying
to help them solve a specific career related

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problem or some challenge they were facing
in their organization, just trying to get

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them to kind of move forward with
the business at hand. One of the

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things that I learned early on was
that I had to coach the whole person.

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By that, what I mean is
I always had to kind of ask

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them to step back a little bit
from just what personal or professional challenge you

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were facing and talk a little bit
about what else is going on in their

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lives, you know, family,
personal goals, personal issues, relationships,

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intellectual pursuits, hobbies, you know, just the whole bucket of things that

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every human has, getting them to
step back a little bit and seeing how

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all of that fit together and did
it align well enough so that they could

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actually be productive and efficient at work
and at the same time maintain, you

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know, a little bit of balance
between work and personal lives. And I

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saw a lot of this really change
during COVID because we were, in many

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ways is forced to merge and meld
our personal lives and our work lives into

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one life because suddenly people were working
from home and we were dealing with family

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at home, or we were trying
to do our work from home, we

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weren't going into the office. So
many things changed. And now we're sort

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of trying to re extract those two
lives and you know, sort of decombine

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them again as we kind of move
forward beyond what we had a few years

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ago. So it's a really interesting
time to kind of do this exercise of

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looking back and then planning on what
we want to do going forward. So

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that's kind of the lens that I
bring to us. Yeah, and I

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think too often we compartmentalize when we're
goal setting or when we're looking ahead.

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It's like you think about your career
separate from your family, but or your

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personal life, I should say,
but that personal life is going to impact

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your career. Your career is going
to impact your part. Like you have

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to think about that big picture to
your point in those areas of folkus.

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So as we like kind of assess
twenty twenty three, You know, sometimes

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as I was thinking about the questions, I was going to ask you,

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God, I don't want them to
sound so like flowery and like look at

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that. But really, when you
want to look back at your year so

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you can fix what you don't like
and keep doing what you do, and

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what tips do you have for kind
of doing that in a meaningful way?

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Yeah, I think there's a couple
of things people can do. So one

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a number of years ago, I
did a TED talk on regrets on how

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do we deal with regrets in our
lives? And regrets is you know,

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one of these emotions. I think
that's very misunderstood So one great way to

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kind of assess how you did in
twenty twenty three is just look back over

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the year and kind of think through
some of the categories of life that we

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fall into. Right our career as
a salesperson or sales manager, Right,

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that's one bucket career, call that
professional lens. Another lenses family and relationships.

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Lens might be I mentioned earlier,
intellectual in terms of you know,

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just working on my own intellectual curiosity, building new skills. It could be

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physical, my physical nature. Right, Am I fit? Do I have

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energy? Do I need to lose
weight? You know, what are some

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of the things I need to do
physically? Could be spiritual. You know,

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a lot of people have a variety
of ways of looking at the world

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spiritually, religiously, you know,
looking back at all these elements, just

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kind of list those out and make
two columns. One column would be what

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regrets do I have in these categories
from the past year, Like what things

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do I regret? So take one
from a family for example, maybe you

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canceled a vacation because you had a
milestone that you couldn't deliver upon them.

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Therefore you had to cancel a family
vacation. Just to do some work and

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get it done. Another column of
successes or places that you feel most proud

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of in these areas. Those two
columns should give you a really strong lens,

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a really strong photo, if you
will, an image of what you

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value most in life, the things
that you regret, like a photographic negative

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of the things that you value the
most. So if you regret canceling a

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family vacation, obviously that means family
is very important to you and you're thinking

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about it. Right. If you
have something in the plus column that you

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were able to attend your children's soccer
games, You didn't miss a soccer game

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for your daughter all season long,
and you put that in the plus column,

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that means obviously you value time showing
up and supporting your children. So

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those are some of the things that
you kind of assess that And maybe a

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third column is to say what does
this mean about me? Because that gives

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you sort of you know, a
lot of organizations and companies all have mission

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statements and vision statements. Right,
what we're trying to do is kind of

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create our own operating statement going forward
to say, these are the things that

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I am most concerned about, These
are the things that I value the most.

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These are the values that I hold
most dear to myself. I think

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you have to start there before you
look forward to the new year, to

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say, how do I want to
align everything that I do around the things

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that are most important to me?
Because once the year starts, we get

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pretty busy being busy, right,
we lose track of the things that we

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set are important to us. And
then another years passed and we realized maybe

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we have the same regret. I
almost feel like if you have a regret

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and you don't learn from it,
and you make the same mistake, you

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make a decision like that that causes
that regret to occur a second time.

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It's kind of like that old saying, fool me once, shame on you.

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Fool me twice, shame on me. In other words, I have

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the regret, I learned from it, and I'm going to work hard not

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to allow that regret to happen again. Or I have the regret I didn't

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learn from it, and I allow
it to happen again. Now it's a

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pattern. Right now, it's a
pattern that it's a little harder to break.

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So regrets and wins, and what
does that tell you about yourself from

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this past year. I think that's
a really helpful exercise to go through.

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Yeah, good way to look at
that. You know, it's kind of

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whir because it's like you might think
of a regret as a negative thing,

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but framing in that way really tells
you what you want to change moving forward.

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And I know, Pully you've said
this before. We aren't like talking

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about a new Year's resolution here,
like I am going to do Like,

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that's not what you're frame with.
This has no no I think new Year's

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resolutions, it's one of these things
everyone's It's kind of fun for people to

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talk about them, right, and
it happens every year and we get all

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excited about it. I really don't
like the concept of a new Year's resolution.

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I think we operate on our own
sort of basic fiscal year. Right.

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The year begins January first, it
ends December thirty first, and you

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know, we get to the end
of the year. There's always this in

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sales, of course, there's this
huge flurry of activity as we try to

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close out the core or close out
the year. You know, see where

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we end up production wise by the
end of the year. But you know,

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the whole idea of the resolutions is
I feel like resolutions are almost like

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statements about I wish I could be
like this, right. These are like

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the I wish I was better at
my job, I wish I was healthier,

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I wish I had better relationships.
But they're just wishes, right.

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So for me, when I think
about sort of that annual resolution process or

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goal setting process, I think it's
kind of a hollow activity unless we step

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back from it. Now we get
a little more tactical and say, if

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I want to achieve something this year, I state that as my resolution or

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my goal, that's great. But
if I don't understand the actions that are

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required on a daily or weekly basis
to help me get there, and what's

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the point I'm making the resolution of
the goal if I know that if I'm

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in a BDR role, for example, I know if I make eighty to

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one hundred calls a day, I'm
probably going to connect with five to ten

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people. I may be able to
generate one appointment, one lead appointment,

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one demo appointment a day, get
fired the week. I know that that

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leads to some outcome that my employer
is looking for. I think we have

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to do the same thing with every
one of our resolutions, if you will,

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or annual goals to say, if
I want to lose fifty pounds this

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year in twenty twenty four, if
I lose a pound a week, I'll

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get there. So what does that
mean? That means each week I have

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to monitor my intake. I have
to eat the right kind of food,

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I have to do daily exercises.
All these things add up to reaching the

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goal. But just saying I'm going
to lose fifty pounds and that's my resolution

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without that underlying action plan, it
doesn't work right. You need that action

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plan, then you need those daily
habits to get there. Yeah, And

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it's how we think about sales.
I don't know how many times in this

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podcast I've talked about you have to
understand the how you have to follow the

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process. If you want to crush
the quota, you need to follow a

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series of processes every day in your
daily sales motion if you want it,

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if you want the deal to close, what's your medic framework? How are

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you like? It's all about the
steps to get there. And it's the

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same thing in our just overall well
being and when we're setting those goals for

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it let's talk about sales goals.
Right. Let's say you look back and

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you look forward to twenty twenty four, and you want to really crush your

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goal. Right. In many cases, you're given your revenue goal, right,

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your quota. You know what that's
going to be. You want to

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exceed it, perhaps, right,
I want to exceed it by ten to

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twenty percent. Well to your point, you know what got you to achieve

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the goal this year? What were
the activities and the things that you had

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to do to get there. So
create a tracking system for yourself to track

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those activities on a daily, a
weekly basis. One of the most famous,

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sort of simplest and most famous examples
is Jerry Seinfeld, ridiculously successful comedian.

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He talks about how when he was
really getting started, he just decided

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that he would set a goal for
himself of writing one joke a day.

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And he said, I didn't set
a goal of writing one good joke a

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day. I just would write one
joke a day so that I kept the

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creative juices flowing. And he had
a big calendar on his wall and he

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would take a red marker and put
an X on every day that he wrote

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a joke. Good or bad,
and he said, my whole goal was

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not to break the chain, just
to keep the chain going, so that

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he had that built in accountability.
I think for a lot of salespeople,

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they have some built in accountability.
Obviously, they've got managers they have to

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report to, they've got CRM and
tracking system that are showing their progress.

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But I think if you really want
to do something unique and go beyond what's

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expected now, you have to create
a tracking system for those things that you

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know are going to get you to
that other level and maybe found someone who

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can, you know, kind of
help you with that accountability, maybe someone

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that you can on a daily basis
kind of confer with and say, right,

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I made my hundred calls today,
or I reached out to ten people

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via email or whatever happens to be, and I added two extras at the

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end of the day, right,
And I know by tracking those things,

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I'm going to exceed my goal long
term. I think the reason people regret

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things, you know, there are
these sort of foundational regrets, which are

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you get to a certain point in
life and you look back and say,

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oh my gosh, I didn't save
enough money, or oh my gosh,

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I didn't adequately take care of my
physical health. Right, those are some

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of the more common regrets. Those
are because we didn't track those things.

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We just didn't keep track of them
on a daily, weekly basis. So

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I guess what I'm saying is,
what's the chain that you want to create

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for twenty twenty four? What are
the chain of activities? And then literally

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just track it on a piece of
paper or online someplace, but make it

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visual, make it so that it
reminds you of a daily basis the things

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you said you wanted to achieve at
the beginning of the year. Yeah,

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you know this time of the year, there's many of you listening out there

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who I know are preparing to attend
your company's annual SKO, which is like

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this kickoff to the year and what
we're going to do, and those are

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often a great rallying cry for the
year. But also you know, you

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can use that like benchmark to think
like, hey, am I where I

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want to be in my career?
Yeah? What do I want for this

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year? I mean in the right
place? And what are my specific goals?

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And really questioning that can be healthy
because it gets you on that plan

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to what you're speaking about Yeah.
So you know, in addition to working

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for forced management, I teach at
a university, right, I teach at

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Bentley University, and I have a
lot of seniors come to me who are

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panicking about graduation, like where am
I going to work? What am I

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going to do? And I tell
them there are a few things you always

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have to think about. And this
doesn't just apply to graduating seniors from college

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you. It applies to all of
us. But we kind of get so

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wrapped into our careers we forget to
do this. So I think there are

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two elements that generate career satisfaction for
an individual. Number one, what do

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you do well? Right? That's
a basic one, and that's one that

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a lot of people understand. Right
all through middle school, high school,

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college, early years of your profession, people are telling you what you do

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well. Oooh, you're great with
mathe and science. You should do that.

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Yeah, that's a good thing,
You're good at these things. The

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real important second question is what do
you enjoy doing well? Because you can

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do something really well but not necessarily
enjoy doing it well, it doesn't bring

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you any satisfaction. In my case
as a recovering engineer, as I like

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to joke about I've got two engineering
degrees, and I started working as an

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engineer. Got my master's degree while
I was working because everyone told me,

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as I said earlier, I was
good at math and science. You'd be

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a great engineer, natural engineer.
You're so good in this stuff. You're

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so smart with math and science.
I got into that career and I realized

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I could do it. I could
do it pretty well, but I don't

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really enjoy doing it well. It
wasn't It didn't bring me satisfaction right,

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and it took me a long time
to figure out a better path. So

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I think what every professional should do. Every sales professional should do the following.

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Every six months, ask yourself,
what do I do well? What

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do I enjoy doing well? And
you almost create like a two by two

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matrix, right, because if you
do it well but don't enjoy doing it

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well, that's drudgery. Right.
I do it well, but I don't

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really enjoy doing it well. People
keep coming to me asking me to do

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these kind of tasks, but it's
drudgery, right. Eventually, drudgery will

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lead to a point where not only
do you not enjoy doing it well,

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you just don't do it well because
you start to kind of mail it in

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in terms of your performance. Right, So your drudgery is sort of a

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burnout into failure mode. What you
really want is to be doing tasks that

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you do well or even below average
in the beginning, things that you do

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but that you enjoy getting better at. That's like an aspirational mode and that

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can then lead to a period of
growth where you do it really well and

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you enjoy doing it well. And
that's sort of the mastery that you want

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to get to. And there's always
going to be some drudgery with all jobs,

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right, there's always going to be
you know, ten twenty percent of

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every job is going to be stuff
you just don't enjoy doing. But if

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you can get to a point where
eighty percent of what you do are things

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that you do well and enjoy doing
well, that's a pretty good recipe for

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long term satisfaction. And what happens
then is it builds upon yourself. You

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begin to become known for the things
that you do well. You just seem

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to do effortlessly that other people can't
do as well as you. So when

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you do that kind of every six
months or every year, when you look

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back on your previous period of time
and say, what are the things that

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I enjoy doing well? How can
I do more of those? In many

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ways you can do those. You
could probably find ways to do more of

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that in your current role. But
honestly, if you're in a role that

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is kind of impacting you negatively from
a mental health point of view, sometimes

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it's because you're doing things that you
just don't enjoy doing well. But you

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do them well, right, so
people keep coming back. So maybe it's

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time to make a change. And
it's okay to think like that, you

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know, honestly, it's okay to
think like that. I know that a

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lot of people say, well,
what about loyalty and what about sticking with

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it? I think you have loyalty, and loyalty is a two way street.

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So if you feel that there are
things you want to experiment and try,

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your employer should allow you to try
some of those things, because from

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a long term retention point of view, you want to be feeding things they

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do well and they enjoy doing well. If I'm an employer, right,

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otherwise people leave. But people leave
all the time, and that's okay too.

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So those two questions I think are
the core of what leads to career

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satisfaction. What do I do well? What do I enjoy doing well?

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And that is another way to look
back over twenty twenty three and almost kind

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of create a matrix and say,
these are things that I put in this

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box. These are the things that
I've put in this box. Man,

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I did a lot of things that
would drudgery this year. I've got to

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slowly begin to move away from those, move more into some aspirational tasks that

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I that can really grow into.
And I think that's a good way to

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look at it. Yeah, I
love that word drudgery. Or the other

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thing that comes into play here fully
is your salary and money. And yes,

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how many times have you heard from
somebody but we all want to earn

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a great living, But like,
how many times have you heard like,

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oh, I don't really like what
I'm doing, but I get paid.

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Well, Yes, I did this
for decades myself. Right. So you

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know there's an old saying, right, the best time to plant the tree

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was twenty years ago. The second
best time to plant the tree is today.

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Okay, So what it means is
when it comes to like your career,

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the best time to have really thought
out what I do well and what

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I enjoy doing well. Is the
moment you start your career, right,

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But most people don't. Most people
shoot out of college, go into some

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job, eventually start to make some
good money. And what in many cases

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happens is they're wrapping their career around
their lifestyle. Right. I want a

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new car, I want to live
in an expensive city. I want to

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go out every night. I want
to go to Starbucks every day and buy

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coffee. Right. So that requires
a certain level of income, and you've

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got a job, especially in sales, that can generate that kind of income.

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So you're wrapping your career around your
lifestyle. In other words, I

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have to make this much money in
order to for the lifestyle I have.

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So if you started down this path
earlier in life and said I'm going to

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wrap my career around my lifestyle,
you can get stuck in that rut.

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Right now. If you step back
and say I'm going to wrap my lifestyle

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around I want to pick the career
in other ways to wall right, and

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then I decide what my lifestyle can
be. So again, in sales,

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we have this beautiful opportunity to make
as much as we want. But if

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we just start off by saying I
do these things, well, this is

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the kind of work I want to
do, and then figuring out what our

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budget is to live right, so
the money doesn't necessarily drive our career choices

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throughout the course of our life.
I think that's a little bit easier,

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longer term to do. And that's
why I said the best time to plant

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the tree was twenty years ago.
The second best time is today. The

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second best time to kind of reassess
where you are in your career and what

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it costs you to live and where
you live and your lifestyle and your spending

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is today, right. This nothing
you can do about the past, but

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you can look and say, are
there changes I can make in my lifestyle

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that gives me a little bit more
flexibility in my career? Right? Another

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way to look at this is I
think there's a Ven diagram of analyzing your

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career in terms of moving forward,
and the Ven diagram has three bubbles.

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The first one is what role do
I play? Like? What role do

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I have? Am I an account
executive? Am I an se AM?

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I doing tech sit? You know? Am I doing face to face selling?

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Am I selling over the phone,
you know, what's the role,

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what's the nature of the role.
The second bubble, I think is the

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industry, the industry or the type
of product or service that you sell.

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So there's an intersection there between the
role I have in the industry or the

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product and services that I like to
sell. And I think the third piece

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is location in quotes. Location is
literally where I do the work or is

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it sort of a hybrid role work
from home, work remote work in person.

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Those three bubbles together kind of create
the ven diagram I think of what

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a person's is. I do this
job in this industry, and this is

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where I work. I think you
can pick two of those bubbles. The

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third one is the one you have
to accept and take what the universe gives

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you. Let's say, so if
I say I want to be an AE

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and I want to work in the
sports industry, I want to be an

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account executive or a salesperson in sports, right, then the location quote unquote

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where I have to go to do
that job is what I'm going to have

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to be variable about. You know, I might have to move to the

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Midwest, I might have to move
to a different state, different country perhaps

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to do the job. But if
I say that I want to be based

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in Boston and I want my role
to be account executive, then I think

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the selection of the industry will be
driven by what's available in Boston as an

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account executive. So I don't have
as much choice over the third bubble.

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And I think that's kind of one
of the things that a lot of times

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will get overwhelmed with, how do
I make this decision? I think you

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pick two of those bubbles, you
let the third one be dictated in some

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ways to you. So again,
looking back over the year, this is

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a great time to ask yourself,
how happy am I in this role,

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in this industry and in this location, And if one of those is out

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of whack or doesn't align with what
you care about, now's a good time

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to start thinking about making a change. And again, you you might be

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able to do it internal to your
organization or you might have to go external,

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but that's a personal choice. And
one of the other things that I

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do that I've done for a number
of years now is I know this is

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an audible podcast, right, but
if people could see me in my office

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00:23:34.799 --> 00:23:40.039
right now, over my left shoulder, there is a there's a poster which

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is a tool that I use.
It's a Momento Mory calendar, and basically

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it's got fifty two boxes in each
row, and there are eighty rows,

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so it represents the average lifespan of
a human eighty years, and each box

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represents one week of your life.
And at the end of each week,

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so on a Sunday night, I
always color in another box. And over

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time, you know those roads that
to fill up right with little black dots,

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which means you know the weeks have
passed. I do that intentionally because

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the term of mental MOORI means remember
you will die, which is a very

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dark sort of phrase, but what
it means is we have finite time on

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this planet. And so each week
you should step back and assess, am

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I still happy doing the work I'm
doing? Am I still productive? Do

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I still feel a sense of impact
on people? Am I building a sense

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of mastery? Am I getting better
at things that I like doing well?

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Do I have autonomy in the work
that I do? Do I know enough

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and have the skills to do the
work I can do without being micromanaged or

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without having someone step in and help
me do the work. So every week

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I do that and I think back
on the previous week, and I ask

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myself, am I still happy doing
that? Now? I haven't done this

377
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my whole life, and I wish
I had started earlier because it would have

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helped me make some different career decisions
years ago when I probably should have.

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But I think once you stop being
more aware of that, you start to

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really put a premium on the number
of hours that you can work each week.

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And it really does make sense that
we should spend those hours of week

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in areas of aspiration and mastery instead
of drudgery and eventual failure. Right.

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So I think this is a perfect
time of year to do it. Most

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people have a little bit of time
off, take a piece of paper or

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get your laptop, go sit and
have a couple of coffee and just run

386
00:25:26.440 --> 00:25:30.240
through some of these concepts and to
see what comes out, right, Just

387
00:25:30.240 --> 00:25:34.680
see what comes out? Yeah,
just doing the awareness is a great first

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step. Polly. I just love
your insight on this topic. And I

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mentioned I think I did. You
mentioned you wrote a book on this topic.

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Go ahead and plug it because I'm
a show notes. If people want

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more of Polly's insight on how to
be a well being, right, will

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be a wellbeing. The title of
the book Rachel well done. Yeah.

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00:25:52.200 --> 00:25:55.319
The title of the book is How
to Be a Well Being. I co

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00:25:55.400 --> 00:25:59.680
authored it with Andy Cope and son
Jeev Sandhu to other well being experts.

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There are twenty two rules in the
book and basically it's the unofficial rules to

396
00:26:03.480 --> 00:26:07.759
live a better life. And in
the book, one of the chapters I

397
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wrote is about regrets, like how
do we view regrets? How do we

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use them for positive change? Another
chapter I wrote is about career satisfaction,

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where that matrix that I just discussed
is actually laid out there. And one

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of my favorite chapters is the one
about abundance abundance thinking in other words,

401
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thinking about what you actually have as
opposed to what you want. And when

402
00:26:33.480 --> 00:26:37.759
you switch your thinking like that,
it really does generate a different kind of

403
00:26:37.960 --> 00:26:41.000
positivity in your professional life. And
I know in the beginning we said,

404
00:26:41.680 --> 00:26:45.960
you know, we don't want this
to be fluffy, new agey stuff,

405
00:26:45.039 --> 00:26:51.400
but honestly, it works. And
data proves that if you are happier.

406
00:26:51.799 --> 00:26:56.039
Generally speaking, if you are happier, you are more successful at work and

407
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at home. It doesn't go the
other way around, like success doesn't necessarily

408
00:27:00.079 --> 00:27:04.359
bring happiness. There's lots of successful
quote unquote people that are miserable, but

409
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if you're happier, it is the
base from which all good performance can come.

410
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So you just got to figure out
two things. One what are you

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good at? Two what do you
like being good at? Once you figure

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00:27:17.359 --> 00:27:19.599
those two things out, the rest
kind of falls into place, and then

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00:27:19.920 --> 00:27:25.000
on a daily basis, just thinking
about things that you're grateful for and focusing

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00:27:25.039 --> 00:27:27.880
on abundance. But yeah, it's
my mission in life to make a million

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00:27:27.880 --> 00:27:30.880
people happier. That's what I tell
people. I haven't counted yet. I

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00:27:30.880 --> 00:27:33.599
think I'm pretty far from that number, but I'm getting there. Hopefully this

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00:27:33.640 --> 00:27:37.839
podcast reaches a few people with at
We'll wake a little dead in that.

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00:27:38.160 --> 00:27:41.160
It's a little dead in universe.
That's all we want. Well, thank

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00:27:41.160 --> 00:27:44.720
you so much, Polly. Check
out his book. It's linked in the

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00:27:44.759 --> 00:27:49.240
show notes. Great little read for
your time off this holiday. Appreciate you,

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00:27:49.279 --> 00:27:53.279
Poolly, Thank you, Rachel anytime. All right, thank you,

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00:27:53.400 --> 00:27:56.680
and thank you to all of you
for listening to the Audible Ready Sales podcast.

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00:27:57.440 --> 00:28:03.359
At Force Management, we're focused on
transforming sales organizations into elite teams.

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00:28:03.720 --> 00:28:08.880
Our proven methodologies, deliver programs that
build company alignment and fuel repeatable revenue growth.

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00:28:10.279 --> 00:28:14.000
Give your teams the ability to execute
the growth strategy at the point of

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00:28:14.079 --> 00:28:18.799
sale. Our strength is our experience. The proof is in our results.

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00:28:18.079 --> 00:28:23.119
Let's get started. Visit us at
forcemanagement dot com. You've been listening to

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00:28:23.160 --> 00:28:27.240
the Audible Ready podcast. To not
miss an episode, subscribe to the show

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00:28:27.279 --> 00:28:30.799
in your favorite podcast player until next
time.

