Leaving Education and Burnout Behind for a Journey to Meaningful Work

on this episode

What if being too good at your job is the reason you need to escape?

Maybe you do the work 3x faster than everyone else, so you’re just being given more and more and more.

Maybe you are constantly being praised by leadership for being the highest performer, but it’s making your team resent you.

Maybe you’re an educator whose Relator strength causes your students to adore you and want to be around you, but you’re beginning to feel overwhelmed by the weight of it all…

That was Sandra. An educator for 12 years (not counting home schooling her daughters before that!) she found herself in a role where she was no longer able to use all of her strengths — and the one that she was (Relator) was being overworked and burning her out. 🔥👎

If we rewind a few years ⏪ Sandra was once thriving in her role at that same school

“I realized, oh my gosh, I’ve got these top five strengths and for years, I used them all at the charter school”

But things had changed. She had moved into a role based on the school’s needs instead of her strengths. 😕

This misalignment had caused burnout to set in, and it all came to a head when she (quietly) had a panic attack at school. 😰

“I just kept walking and for blocks and blocks and blocks. And it took me, I don’t even know, 10 blocks before I could even catch my breath again, and realized, huh? — I mean, I’m not going to diagnose myself — but I’m pretty sure that was close to a panic attack. This is not good. I need to leave. And so that’s what started the process of me leaving.”

Sandra’s Career Change from Education to Entrepreneurship

Creating the financial runway to take a break 💸

Sandra took the bold step of asking for serverance in her education role (an industry that almost never gives severance!) and she got it! This gave her the runway and freedom to explore new opportunities without the pressure of immediately landing a new job.

Taking a step back 👋

She gave herself some space to think — instead of jumping right onto job boards or networking, she took a break and focused on creating mental space for reflection. She gardened and journaled and cleared her mind in order to consider what she really wanted for her future.

Trusting her gut and figuring out what meaningful work truly meant to her ✴️

When it finally came time in the process to look for jobs, nothing felt right. And this time had shown her that she should trust her gut, so she kept thinking on what felt right for her.

And then Eureka! 💡 Sandra had the realization that she could combine her pull towards entrepreneurship with her aspirations of making a positive impact in young people’s lives.

“I just started thinking, you know, what if I built a cleaning company? What if I did this thing where I could take really good care with these young people who didn’t know what they were doing after high school, like I didn’t, and yet they’re bright, they’re hard working — It’s not that they’re flaky — it’s just that they don’t want to give their entire life over to a company or a business. And it’s just so funny, because I’ve always had entrepreneurial ideas, and I’ve never, ever, ever, ever wanted to have employees.”

Sometimes stepping away from a role that no longer serves us is the first step toward discovering our true potential. By embracing discomfort, giving herself space for reflection, and trusting her instincts, she transformed her career path from burnout to fulfillment.

As this comes together, and I can’t even tell you how, it feels like a gift. It doesn’t feel like I’ve thought this up. It feels like it’s been given to me. And I don’t know any better words to explain it, but as I trust it and listen to it, I’ve just been blown away.” 🎁

Ready to explore your own journey toward a fulfilling career? Join our free 8-Day Mini Course (just like Sandra did!) to gain clarity and insights into what meaningful work looks like for you. Enroll here!

Psst – Don’t forget to listen to Sandra’s full story at the top of this page!

What you’ll leaRN

  • How to recognize when it’s time to make a major career change
  • Strategies to help you overcome limiting beliefs and trust your inner wisdom during career change
  • The importance of defining the meaning behind your work and looking beyond the financial side
  • How Sandra used self-care, reflection, and support to make significant life changes
  • The value of trusting discomfort

Success Stories

Nadia Career Change HTYC

If you're stuck, if you want to know what to do, go listen to this podcast, it will change your life. And I was thinking, "great, okay." And then of course, I go to the website, and everything that I read, it was like, "Yes, this is what I've been looking for."

Nadia , Support Team Coordinator, United Kingdom

All the stars aligned and I ended up finding the right thing at the right place at the right time, and it was you guys! Everything that you said was speaking to me and the things that you had done in the job that you had transitioned out of and into. Also how finding work that you love is your passion for people! Honestly, it was you Scott, I mean, the way that you talked about it, how passionate you were, I was like, there's no way he's gonna put out a faulty product. So I'm gonna try it, you know… I recommend you to all my friends, you know, even if they don't realize that they're looking for a new job, I'm like this is the first step, let's do this! Even if you maybe don't move out of this career. This is going to help!

Maggie Romanovich, Director of Learning and Development, United States/Canada

Sandra Cloud 00:01

So much of it has been trusting my body, trusting my gut, trusting that when I'm fearful or anxious, that's just an emotion. But my heart is actually telling me what I'm interested in, my heart is actually telling me what I want to do.

Introduction 00:22

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you, figure out what does and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:47

Riddle me this, what if being too good that your job is the reason you need to escape? Maybe you do the work three times faster than everyone else, so you are just being given more and more and more and more. Or maybe you're constantly getting praised by leadership for being the highest performer, but it's making the team resent you. Maybe you're an educator whose relator strength causes your students to adore you and want to be around you, but you're beginning to feel overwhelmed by the weight of it all.

Sandra Cloud 01:18

I was building so many relationships, and I was leaning so hard on that, that it was burning me out. I was not practicing my other strengths, and I was just beating the heck out of that relation strength. And I just thought, "this is not sustainable."

Scott Anthony Barlow 01:35

Sandra had been working in education for 12 years, and for a time she absolutely loved it. She was getting to use all of her strengths, she was really thriving in a role. However, over time, she realized her growth plan was not in alignment with her administration's plan for the future. Additionally, the role that she had been placed in was no longer allowing her to live her strengths and utilized all of her tendencies. So she was having that feeling, you may know that feeling, that pigeonholed feeling, and it was causing her to be burned out. When Sandra reached out to us, she knew that she was done in education, but she wasn't sure what she should do next. And in our conversation here in a moment, you're going to get to hear how she went from thinking the solution to her problem would be finding a new job that fit her, all the way to realizing that she might even want to start a business that she'd had in the back of her mind for years. Sandra's story, well, I think you'll find it has great examples of discovering what it means to do meaningful work in a way that's unique to you. And you're also going to hear how she asked for severance from her education role, how she overcame her long held limiting beliefs about entrepreneurship, and how she added a really meaningful mission to her new company in order to make the impact that she really wanted in the world. Okay. So if you're someone who is wanting to get out of education, maybe even start your own business, but certainly find more meaning in your work, you're gonna be interested in Sandra's story. All right, here she is explaining where her career began.

Sandra Cloud 03:17

I did not love my educational experience. I felt like when I was in school, I probably could have done a lot better than I did, but I never felt like school was doing anything. It wasn't teaching me anything that I was interested in, or not a whole lot that I was interested in. I moved to a smaller school my junior year, and for the first time, experienced positive peer pressure to get really good grades. And so then I did, then I was part of the National Honor Society, but it was really the culture, not the substance of learning. So fast forward, I'm a young mom. I've got an almost two year old daughter, and I'm about to give birth to a baby. My marriage is in shambles, but I don't really know why. And then I end up being a single mom of two little girls, and from early on, I had really strong opinions on what learning was. I felt that we were born learning, we came out of the womb, that's the first thing we did, was try to figure out how to get comforted. And from then on, all that happened was that we kept learning, and the people around us cheered us on. They thought we were delightful and wonderful. We would take a first step and fall down, and they'd be like, "Yeah, good job. You're amazing. Good job. Try again." And then we get to school, and they start giving us red marks, and we start feeling stupid because we learned something that was not the point of the story, even though we still learn something that wasn't what was on the test. And so I began to feel like I wanted my daughters to experience a love of learning for as long as they possibly could. So I homeschooled them. I felt like we learn what we want to learn when we want to learn it, that we're all capable of it. And I love, you know, I am learning every year. I wouldn't say I'm an expert by any means, but we love to grow vegetables. I'm learning about growing flowers. And I just felt like all of life should be school. So they learned how when they were four years old. They learned how to do their own laundry, and they learned how to, you know, they unloaded the dishwasher with me, and we cooked dinner together. And so all the things that make up a life were considered school. So I was a single mom, so we didn't get to do a lot of, you know, lots of families go on great vacations, and we didn't have any money, but I tried to make it as I tried to give them as much agency as possible over their learning.

Scott Anthony Barlow 05:51

Yeah, very cool. So that was your introduction into education.

Sandra Cloud 05:57

Yes. And then we got to the end of their eighth grade years, my oldest daughter, and I'm like, wow, I don't know what to do now because I knew High School counted for credit. I didn't know if I wanted to deal with the accreditation in Oregon, and I didn't really know what to do. And that year, I got an email about this charter school that was opening up. They were hoping for 100 students, along with my daughter, ended up with 150 the first year, and it was a unique approach to education. It was all about empowering the students that they weren't supposed to be cookie cutter. That they were... they had their unique strengths, and they wanted to encourage them. And I'm like, "Oh my gosh, this is exactly what I believe." Yeah. And then I had just, I had gone back to school at age 33 and finished my bachelor's degree while I was single momming and homeschooling. And so later, two years after my oldest daughter started, it was time for my youngest daughter to start at our PA, and they offered me a job, and I've been there ever since 2011 until last year.

Scott Anthony Barlow 07:00

That's a great story, first of all. And second of all, one of the things I'm curious about then, you know, you eventually decided you wanted to leave education. What caused you, or what led you to have that realization that you wanted to leave?

Sandra Cloud 07:19

So, at RPA, because it was a charter school, I didn't have to have a master's. So I just have a bachelor's degree, and I was able to teach business classes. We did that part time. And for... So RPA now has around 900 students in grades sixth through twelfth. When we started there, it was 150 students in grades ninth through twelfth. So it's grown enormously. Yes. And I got to be part of that growth. So every year, for years, every year, my job would change, and at one point, one of the assistant directors called me the Swiss Army knife of RPA, and I was just, I'm like, I loved it. I loved solving problems. I love being needed and being able to be helpful and knowing a lot about everything, so that when somebody comes with a question, I can help them find an answer or move forward in the ways that they're stuck. And then at some point, you stop being an entrepreneurial endeavor, and you start being a business. And the last business problem to be solved was marketing. And so I just sort of got stuck in marketing. I love entrepreneurial concepts, and I'm interested in marketing as it relates to those things, in terms of, like, it's taught me a lot about thinking like my customer instead of thinking like a business owner, which is super important, as you know.

Scott Anthony Barlow 08:46

As it turns out, yes. If you don't understand who your customer is, then it's going to be challenging to be able to serve them in different ways.

Sandra Cloud 08:54

Exactly. And so I got a lot of training in that, and it was super helpful. I always found myself drawn to entrepreneurial conversations. So I, you know, I taught entrepreneurship, I taught branding, and marketing, and classes like that, and that was half of my job. And then the other half of my job was to do the marketing and community outreach for the school. And I did that with excitement the first few years, and then I could feel boredom setting in. So I tried thinking, well, "What would be cool for us to do?" And a lot of those cool ideas were often beyond, maybe what our customers were ready for, at least that's what the director's opinion was. He's a very smart man, and it's his baby, and he's probably right in some ways, but I just found myself not interested in trying to make people think things that they don't already think. I am interested in helping them solve real problems for themselves. So I was probably, you know, at one point, he said, "I probably had visited with almost every family in the school. I would have really honest conversations with people. Here's what we can offer. Here's what we can... And so, is your student able to handle these challenges?" And because we looked like a small community college, and it was an amazing environment for the right student, but for a student who needed more guidance and where to be and needed to have all of their time filled, we didn't do that. And so it was great to have real, honest conversations with people and set them up for success if they decided to be part of us, or turn them, you know, say, "You know, we're probably not the right choice for you", if they didn't feel like their student was a fit. But pretty soon, I mean, 2020 was hard on everybody I know. We had additional personal things going on in our world. My daughter was diagnosed with MS. A freak storm came through our farming community and just destroyed, I mean, destroyed things, knocked a friend's house down, and twisted irrigation lines around each other, and our dog died. My mom, they told us my mom was not going to live much longer, it was just...

Scott Anthony Barlow 11:01

That's a lot.

Sandra Cloud 11:02

I mean, it is. Everybody had their stuff, right? But it was just walking that life kept going, and then there's all this other stuff. So obviously that was very wearying. And all teachers can attest to what 2020 did to education and to everyone's mental health, teachers and kids. And so coming out of that, we noticed quite quickly that we had students in front of us who had been changed and not necessarily always for the better. There's just a lot of changes. And I mean, I could go on. But so I realized pretty quickly that I was not refreshed by the end of last August. Last August came, and usually, you know, you got summer off, and you kind of get your energy back, and we had a lot going on last year as well, and I just got to August and thought, "I don't know if I can do this." And then one of the lessons I've learned to ask is, "Well, what would make this easy?" And I thought, "Gosh, if somebody would come in and vacuum, mop and clean my bathroom, that would make it easier for me. It'd be a mental load off of me." And I couldn't find anybody to do that. I started thinking, "Maybe I should just go do that, but I don't want to clean houses." But then I was like, "Wow, I could replace my salary, actually, pretty quickly." Huh. So it just kind of stuck in my head, and I kept noodling on it and kept thinking, "Well, what could I do?" You know? And then this girl came up to me one day. She's probably like, four foot seven, tiniest, sweetest little thing. She doesn't trust very many people, but she trusted me, and she would come and stand in front of me. And I know all teachers know exactly what I'm talking about. There's these students who will come and stand in front of you, and they're just waiting to get loved on. That's all they want. But they don't know how to have a conversation. They don't know how to, you know, ask about somebody else, or, you know, any of those conversational skills, so we're left to just sort of pull out of them a conversation and let them know that they're loved and cared about, and ask questions. So she walked up to me like she often did, and I couldn't breathe. I lost my ability to breathe, and she'll never know. I mean, I was able to kind of keep it covered up, but she'll never know that she was really the thing that made me go, "I've got to get out of here." So I was like, "Oh, look, what time it is. Oh, you have class. Cool. I'll walk you there." And I walked her to her class, and I just kept walking and for blocks and blocks and blocks. And it took me, I don't even know, 10 blocks before I could even catch my breath again. And realized, huh, I mean, I'm not going to diagnose myself, but I'm pretty sure that was close to a panic attack. This is not good. I need to leave. And so that's what started the process of me leaving.

Scott Anthony Barlow 13:54

I can appreciate that on a lot of different levels. A panic attack is also what caused me to realize that this has to be different. There has to be a different way. There has so many different things needed to change, and that was the catalyst. So definitely can appreciate that on a lot of different levels. Here's my question for you, though, aside from, you know, acting as a catalyst for you to make a decision that, "Hey, look, this needs to change." What did that lead to for you next?

Sandra Cloud 14:34

Well, I started thinking, "I need help with this because...", and it's hard. I'm a pretty introspective person. I have a lot of interpersonal strengths, and so I knew I needed somebody pretty skilled to help me with this. It wasn't going to just be go to a therapist. I've, you know, I've done therapy. I'm appreciative of what it gave me when I needed it, but this was a different purpose, and I didn't know, I just didn't know what to do. I've done a million self assessment tests, and so I needed some help. And so I came across Happen To Your Career in a quote on a website, and it was the title, Happen To Your Career. I'm like, "Wow. As a woman growing up in the 70s, my career has always happened to me. It was just what happened to work for me." And to think that I could happen to my own career was kind of a mind blowing moment. So I checked into, you know, you've got that 8-day free course on the website. And as I started into it, you know, and I always do those free courses with a grain of salt, because usually I'm like, "No, I'm more skilled than this. This is far from me. I don't need this." But the approach was so different that I'm like, "If this is their free material, I need to get a coach. Because if this is their free stuff, it's making me think differently. It's challenging some of my perceptions. And I think I'd like somebody to kind of walk with me as I continue to explore this." So I contacted HTYC, got connected with Ben. And as I was doing that, you know, one of the first things that, I think, it might even be in the free courses, is to do the Strengths Assessment. And I'd done that in 2018, and looked at the results, and kind of went like, "Okay, I don't know what to do with this." It seemed obvious to me, and it also seemed like I was surrounded by people who had similar gifts and skill, I guess, strengths, and so I'm like, "Well, I don't know." So I kind of just put it away. It was one more self assessment that I had done. But having to go through it, not having to, getting to go through it, Ben's guidance, and with the directions that the course gives in terms of going through and highlighting the things that really are like, yeah, that resonates with me, and adding to them, and really, you know, massaging them so that I could understand them at a deeper level was really, really beneficial for me. And then as I did that, I realized, "Oh my gosh, I've got these top five strengths." But right now, for years, I used them all at our PA, at the charter school. And now I'm using one of them, and it is the relator. So I am building relationships with kids like crazy. We did a forum where kids filled out who they were comfortable like they could check off as many staff as they wanted to, that they could connect with or felt comfortable with us coming to them. And I taught halftime, really small classes, like my top class had 12 students in it, but I had built relationships. I was the third number, the third person on the list in terms of how many students felt comfortable talking to me. So completely out of proportion to my actual job. I was building so many relationships, and I was leaning so hard on that, that it was burning me out. I was not practicing my other strengths, and I was just beating the heck out of that relation strength. And I just thought, "this is not sustainable."

Sandra Cloud 19:11

Oh, it does. It was very deadening, and it was probably the hardest part of this self discovery. Well, I'll say one of the hardest parts. Because suddenly, I had names for everything that I was feeling for years, and because I could name it, then I was seeing it all the time. And that was really challenging to be in this position that I, you know, I'm a grateful person. I have felt grateful for that place and for my mentor, you know, my boss was kind of my mentor as well, and still have tons of gratitude. But to have such a stark understanding of why I was not doing well was, kind of, it was just really hard to deal with, you know, been a big part of my life, and so, yeah, that was really challenging.

Scott Anthony Barlow 18:17

Well, that's really interesting too, because what I hear you saying is that you had this wonderful situation that did actually allow you to utilize your combination of strengths together. And that is, I mean, that's only one portion of what creates fulfilling work, and ultimately, a fulfilling life. However, it's an important portion. And then, you know, as things went on in time, eventually, what you were spending your day to day doing was leaning pretty hard only on one particular area of your strengths. And it sounds like that, in itself, was a massive change when you're used to be able to operate, you know, full floodgates open, and everything else, and then you shift to where now you can't do that anymore because of the circumstances, then it feels very different, doesn't it?

Scott Anthony Barlow 19:56

Yeah, okay, well, let me ask you a different question. And since we're on the subject of strengths, because it sounds like this was an area that, personally, I think you did really well in. And at the same time, I also would say that this is an area that seemed to have a large impact for you. So I'd like to talk about it for just a few minutes, in terms of what you specifically did. I heard you say that, "Hey, I had taken all the assessments and all the things in the past" and that's great. A lot of the people that we get to work with have had those experiences where they've been fortunate to take a lot of different types of assessments, quizzes, whatever, you name it, right? And then at some point you gotta take StrengthFinders, cliftonstrengths. And it sounded like what that did for you was begin to provide you verbiage. So now you had names for this. But what else actually helped? What helped you begin to start to make those connections, not just where you're seeing it every place and becoming more aware of it, but starting to be able to utilize that information in a way to make decisions? Take me through what worked for you specifically.

Sandra Cloud 21:07

Well, it's also maybe what didn't work for me and still what I'm iffy about. What I ended up realizing, number one, was that I had to get out. Period. So as I worked with Ben, we came up with a plan. He supported me through that, and I got out. And I realized, it was so scary to put my needs first when I didn't really have a plan yet, but I decided to take that risk and do that. So then, even though I was still working until December 15th, I had some mental space because I knew it was just getting through. So once I started having some mental space, I started the process, like, I kept going with the process that the HTYC course takes a person through. But I kept coming back to these strengths and these ways that I liked to be with Ben's encouragement as much as I could while I was working. And then man, December 16th came, and I was free to just let my days be whatever they wanted to be, which terrified me, because I just thought, "Gosh, if I'm not using every moment and every resource that I have to get another job, I'm toast." And one of the things that had happened was, I said, "Ben, do you think I should ask for severance?" And he said, "Yes, you should ask for severance." So he helped me come up with the way I was going to ask, and I got to tell you, Scott, I am the fairly confident person. My boss and I have a friendship, as well as a mentorship, as well as he's my boss, like very multifaceted. I squirmed. I turned feet red. I broke out in sweat. I couldn't look directly at him. I had to look in my lap to get through this conversation to ask for severance. So I was really proud of myself for doing that, and I asked for twice what I needed knowing how he tends to operate. So he gave me half of what I asked for, which was actually what I needed. And then I realized, I could tap into my retirement. I could just take some time and heal up. And so I did that. So now my slate is clear, like I have no commitments, and I can start resting and trusting myself and listening to what my body seems to want. So I would ask... I'd come in my... I rearranged my spare bedroom so that I have a desk where I'm with you right now, but on the other side of this desk is just an open space with a big old fat yoga mat and I can lay there. I could do yoga every morning, and I could lay there and just ask my body, "What do you need today?" And to be honest, for months and months and months, it was, "I need to not do much." So we were gardening, you know, it's very physically active, but I just took tons of time this year and continued working with Ben, continued trying to hone down these strengths. But I remember the point, and he actually made a note of it too in one of our sessions, where I just thought, "Ben, I don't think anybody will pay me for this. It's really hard for me to imagine that." And if I'm being honest, it's still hard for me to imagine that. And so all of this time that this has been going on, this idea about house cleaning has stuck in my head. I could replace my income. And then I started thinking how I've been looking around the school and seeing this new generation that they don't want to work 60 hours a week on salary, they don't want to give up their personal life. And why should they? We've left them a planet that's beat up. We've left them the inability to buy their own home. The, you know, what we would call the American dream, is not in most of their sites or reach any longer. And so we had good reasons for working all these hours because we were working towards something, but they're not, they don't have that same vision. And I just started thinking, you know, "What if I built a cleaning company? What if I did this thing where I could take really good care with these young people who didn't know what they were doing after high school, like I didn't, and yet, they're bright, they're hard working. It's not that they're flaky, it's just that they don't want to give their entire life over to a company or a business." And it's just so funny because I've always had entrepreneurial ideas, and I've never, ever, ever, ever wanted to have employees. And even when I started this idea, I was like, "Oh, they're going to be contractors." And then I realized, if I have them, if I have a company, then I can take 10 minutes at our staff meeting and talk about personal finance and help them understand that they could be a millionaire by the time they're 65, and help them build into something, help them understand why credit cards are a terrible idea. All of these bits and pieces of education that I've loved for so long that people don't know, and frankly, you know, like if Oregon passed a personal finance requirement to graduate from high school, but if you don't have your own money, and most high schoolers aren't working a job, if you don't have your own money, then personal finance means nothing. So again, you're shoving open their mouth, pouring a fire hose down, they're giving them a grade on it, but they have no practical application for it. Really, where personal finance, in my opinion, needs to be is in those young years where you've got service workers out with their first jobs, and that's where personal finance needs to be introduced. I'm like, "Why can't I do that? Why?" So I just realized, "Oh, contractors are not going to sit for 10 minutes and listen to personal finance. They're going to get on with their day." But if I'm paying them in a staff meeting because I've long believed, if you want people to care about what you're saying, you have to pay them. You have to build time for it and pay them for it. So I just realized this needs to be employees. So I'm building a business with employees, which I never thought I would do.

Scott Anthony Barlow 27:25

Let me ask you about that really quick. So you got all the way from, "I need to find the next opportunity, the next job, next role", all the way to that migrated into, "you know, I've had this business idea in the back of my head" to the point where you're now realizing, "look, part of the way I want to make an impact is by doing something that I didn't ever think that I would do." And here's my question, it sounds like you're really starting to bring, for you, much more meaning into this business idea, and kind of taking the core of this idea and turn it into something that is more meaningful for you. So tell me a little bit about what else transpired. What does the idea look like now? But also, what I'm really curious about is how you have experimented with this along the way?

Sandra Cloud 28:19

Well, I guess to go a little bit back to this strength exercise, I started... I found a few jobs that looked pretty interesting. They would give me lots of flexibility. They gave me a lot of autonomy. And in the end, like the one that I found, you know, it's a company that builds really cool training programs for HR offices. And I just thought, even that, I just think I'm gonna get bored. I think it's not what I want. I really want autonomy over my life.Which feels so, at age 53 as a woman in America, at age 53 who grew up in a very patriarchal system, I feel like I'm so out of my league asking for that for myself. And that's where Ben really came through as well, was just encouraging me to take ownership of this, of these things that I want for myself, to believe them. So it's, I mean, I love your question, right? "How did I get from there to there?" I think so much of it has been trusting my body, trusting my gut, trusting that when I'm fearful or anxious, that's just an emotion. But my heart is actually telling me what I'm interested in, my heart is actually telling me what I want to do. And so I think, like, I can't explain it, except that I think my previous, I don't know, forays into the idea of entrepreneurship, was always, it was kind of based on a, "get rich quick", kind of a mentality.

Scott Anthony Barlow 30:04

That's what you had in your head thinking about entrepreneurship or building a business. You sort of associated it with, I don't know, whatever you see for "get rich quick" type of...

Sandra Cloud 30:15

Exactly. Yeah. "Oh, three weeks, and you can be blah, blah, blah." And I think that's sort of what I had in my head. And this, as it's come together, and I can't even tell you how it feels like a gift. It doesn't feel like I've thought this up. It feels like it's been given to me. And I don't know any better words to explain it, but as I trust it and listen to it, I've just been blown away because the next person comes into my life and they're exactly what I need when I need it. It's been that way the entire time. The fact that Ben started, one of the first things he said to me in one of our sessions was, "It sounds to me like you've been surrounded by patriarchal men all of your life, and you've grown a lot, but you haven't been able to completely trust yourself." So because I knew I needed a man coach. You've got a lot of women coaches, but I knew that I needed a man and I didn't know why, and my husband agreed. And he said, "So I think it's really important that you lead our sessions, that you are the one that is telling me what you need, that you're the one..." And I felt freaked out by that, but I also immediately knew, "Yep, that's exactly what I need to do."

Scott Anthony Barlow 31:36

Are you gonna do that, right? If you haven't practiced it on purpose? Yeah. Carries over to everything.

Sandra Cloud 31:43

It really does. And he also somehow through the screen, and this is one of those moments where I'm going to be really flattering, like through the screen, I would be talking, and he would say, "What was that? What was that expression on your face? What does that mean? Or, what was that word that you just used?" He would just nail into something that I just had some very wrong patterns of thinking about myself and my strengths and me as a woman in this world. And to be honest, this business is built just as much for the employee as it is for me, as it is for the homeowner. It feels like the first idea I've ever had that's win, win, win, and that has kept me focused on it and motivated because sometimes it's about me paying back my retirement that I've spent this year. And frankly, I didn't have enough retirement because I started my career so late, so I've got to make some money, and I want to pay my employees right out of high school or, you know, early 20s, really generously. I want to provide insurance for them. I want to help them understand personal finance so that they work for me for one to three years and then they move into their next, or they purchase a franchise. Because my goal is to franchise this business. And all of those things have kept it, and obviously, I think it's a value to the homeowners that we're going to serve. So I feel like sometimes it's all about me, and other times it's all about that employee, and other times it's all about what kind of service are we giving. And all of those, it's like that tripod that holds up the stool. It feels very, like, this is the most solid I've ever felt–creating something, thinking about something, trusting my gut in it. And it's because I'm assuming that, yes, I need profit, and it's not the most important thing, the most important thing is building something that's different that gives my house cleaners, you know, my model is based on five houses a day, basically seven and a quarter hours a day for them. So they get to have dispatcher access in the back end, so they get to dispatch their own day. So if they have a kid to pick up from school, or if they have a doctor's appointment, they can schedule all that for themselves. It's not a, "Can I have this time off?" kind of a situation. It's completely...

Scott Anthony Barlow 34:00

There's ownership of your time. Very cool. What advice would you give to someone else who's in a similar place as you were a year or two years or three years ago, and is no longer getting to work in their strengths, or maybe not getting to work in their strengths in the same way and they have now realized that they need to make a change. What would you tell that person?

Sandra Cloud 34:26

Yeah. I think I would say, trust your discomfort. Trust the ways. Listen to it. Again, I was super grateful, so I kept putting my discomfort away. And I've realized since that I can have gratitude and acknowledge my discomfort. Before I just thought I kind of had to, "Oh, well, there's all these things, but I'm just going to focus on this thing that I'm grateful for." And that's not wrong. But at the same time, I think we can be super grateful for circumstances, for where we've been, and where we are, and we can trust the discomfort that we're feeling, and maybe even give it more attention than we do the gratitude for a little bit, right? I think we don't want to be jerks. We don't want to be entitled. Trusting our discomfort, and then ask our body, I literally say it out loud, "What do you need today, Sandy? What would feel good right now, right this moment?" And then trust the answer, even if it seems impossible, even if it seems too big, even if it seems not even possible. I think when we start trusting it, and one of the questions that I've learned to ask is, instead of freaking out and being anxious, is, "I wonder how this could happen. I wonder how this might happen. I wonder if I move toward this, what might happen?" And the people that have been brought into my life, it's mind blowing. I can't explain how, I mean, if I would take another two hours for me just to talk about just the right people coming in my life at just the right time as I just trust this process, I believe what is here, I believe my body, I believe that there's love that is guiding this entire thing, and it's amazing.

Scott Anthony Barlow 36:25

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest. Take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address, scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like. And the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 37:18

Here's a sneak peek into what we have coming up in store for you next week.

Scott Anthony Barlow 37:23

There are lots of things that we've been told about our careers and career changes that simply are not true. We've been told them so confidently and so many times that we haven't ever thought to question them. And every single time I get to chat with our readers and listeners, I hear the same misconceptions. And guess what? It's not your fault, not your fault at all. Society in the media pounded these misguided non facts and myths into our brains. Today, we're doing some myth busting. I want to share with you the top seven misconceptions I hear almost every time I talk with people about fulfilling work, like, for example, "If I career change, I need to take a pay cut." Actually, it turns out that less than 15% of our clients end up taking a pay cut, and most make more. You want to know about the other six? Well, let's dive in further.

Scott Anthony Barlow 38:18

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click subscribe on your podcast player so that you can download this podcast in your sleep and you get it automatically. Even the bonus episodes every single week, sometimes multiple times a week. Until next week, adios. I'm out.

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Should You Quit Your Job to Focus on Making a Career Change?

on this episode

Imagine this scene: you’re driving to the office, and you feel your stomach tighten up.

It’s not like butterflies, it’s more like anxious nerves starting to kick into high gear.

You park, hesitate for a moment in the car before walking up to the building, sigh, and wonder to yourself, “Do I really have to today?”

But if you’re anything like the thousands of people we’ve helped, there’s a part of your brain that probably also pipes up and says: “Appreciate what you have! This is a stable job with good benefits, is impressive to other people, and gives you vacation and sick leave. And leaving would have huge consequences on your family, your mortgage payments…what would you even do instead?”

Or, even more scary: “What if I change jobs and it’s worse?”

It makes it really painful to start to answer the question: Should I Quit My Job?

But it doesn’t have to be.

Here are four questions to help you weigh the Pros and Cons of quitting your job — versus some of the possible potential upsides of staying.

NAIL DOWN YOUR “WHY” TO FIGURE OUT THE HOW

The first question to answer is the most important: why do I want to leave in the first place? What is driving my decision?

Don’t skate past this question; this is deeper than it seems on first blush.

To get to the bottom of it, write out every single reason, petty or gigantic, that’s motivating your desire to leave. Give yourself 10 minutes of uninterrupted time where your pen never leaves the paper to get them all out of your brain.

Then, take a look at what you’re feeling and thinking. Look for big trends, and look for the reasons that feel particularly emotionally charged.

When you have perspective and can evaluate your reasons outside of your brain, are you wanting to leave because you’re running away from something?

POTENTIALLY RUNNING AWAY = My coworker drives me crazy. I work insane hours. I got demoralizing feedback on a recent project. I didn’t get a big enough raise this last promotion cycle. My manager and I have communication issues.

Running away from setting boundaries or asking for what you truly want can mean that the next job you run into will have the same old baggage and negative behavior patterns, so you’re right to worry about whether it will be an upgrade. If you’re getting the sense you might be running away from a role and haven’t exhausted your options to make the situation better, check out our recent podcast with Melody Wilding on harnessing powerful emotions to set strong boundaries at work.

PROBABLY RUNNING TOWARD = I want to learn a new skill that I can’t find here. I’ve tried to get chances to do an internal pivot onto a new project, but have all been unsupported. This organization no longer aligns with my values. My manager isn’t championing me internally, so I’m less effective here. I’m ready to move to a new state, and can’t transfer with this organization.

However, if you can look at your list of reasons to leave and see that you’ve done everything in your power to make it work for you — and it won’t — it’s great to see why you need to leave outlined so explicitly. You now have a motivational manifesto as to why it’s time to quit and move on.

GET YOUR FINANCES IN ORDER TO MAKE IT HAPPEN – FAST.

The second question to consider if you know quitting is the right move for you is: do I have the “runway” to do it now?

“Runway” means: do you have the savings in the bank to allow for you to be okay if you don’t get another job right away?

Here’s how you calculate your current financial runway: log into each of your bank accounts, and add up all the cash you have available to you in your checking and savings accounts. Look at your investments and add the value of the ones that are easier to liquefy and get out if needed (meaning: count personal investment amounts as part of your “runway” cash pot, but not 401(k) investments).

Then, take a look at your monthly spending over the past ~3 months, and come up with your average monthly spend. Include things like health insurance that your current employer might be subsidizing.

To determine your rough financial runway, take your total cash amount, and divide it by your average monthly spend. That tells you how many months you could go without any income (and fairly light adjustments of your spending) before you’d be in trouble.

For some people, this financial runway calculation looks like this:

Average monthly spending: $3,200

Total “liquifiable” and/or cash assets: $40,000 in cash, $18,000 in liquifiable investments = $58,000

Rough financial runway estimate: $58,000/$3,200 = ~18 months (18.125 months)

For others, it might be closer to this:

Average monthly spending: $6,600

Total “liquifiable” and/or cash assets: $20,000 in cash, $5,000 in liquifiable investments = $25,000

Rough financial runway estimate: $25,000/$6,600 = ~3 months (Really it’s closer to 3.8 months, but I’d recommend you round down)

Because life is uncertain and it’s better to be safe than sorry, we strongly recommend your financial runway include a minimum of 6 months of cash, with 9+ months’ worth being closer to ideal.

If doing this calculation leaves you in a cold sweat, don’t leave yourself vulnerable. You’ll probably want a financial runway like this on hand regardless of whether you’re thinking of quitting or not, because losing a job unexpectedly or having a sudden illness hit would also require you to have funds on hand. Start increasing your savings now. I did this in the past by asking for a raise and lowering my expenses so I needed less cash to get by each month. For ideas on how to ask for a raise, check out this episode of the podcast.

The other consideration as you’re calculating financial runway to quit your job might also be: do I have any liabilities or future gains that might make this more challenging? Are there things that I owe a lot of money on, upcoming large medical procedures that I’d like to use my employer’s coverage to pay for, or bonuses, vacation that doesn’t cash out, or other compensation on the table that I’d lose if I left now? Did my employer pay for my most recent degree, and I’d owe them some reimbursement if I left now? Understanding the financial logistics of leaving can be incredibly illuminating on whether now is the right time to quit, or if there are ways you can better take care of yourself before saying goodbye.

CONSULT YOUR MOST IMPORTANT STAKEHOLDERS FOR CONSENSUS

The third question is in terms of impact of your decision: who else has a vested interest in the outcome of this decision, and are they onboard and committed to making the same decision?

For me, a clear and obvious impact of my employment decision is how it affects my wife Alyssa and our kids.

Alyssa and I are a team, and I rarely do anything major in my business without consulting her and getting her feedback first. Not only is she incredibly smart and insightful when it comes to strategic decisions, but she’s also supportive while pointing out potential flaws in my master plans. And because I’m typically the breadwinner for our family, any dramatic decisions that I make about my work and paycheck have an immediate impact on her and the kids. So in order to feel like I’m acting in integrity, I need to make sure that she and I are in agreement about what’s right for me and for our family.

When I left my HR job at Target, I didn’t do a good job of involving Alyssa in that decision, and ended up putting her through a ton of stress that made me feel like a jerk. I’ve learned from that experience that bringing her into both the decision and the contingency planning process early and often is the best thing to do for our partnership, relationship, and friendship to stay strong.

The final question is: what’s going to be required for me to make a substantial life change like this?

Let me explain. In order to get results that are different from what you’ve always gotten, you have to take action in ways that are different from what you’ve always done.

For me, that meant finding more time. When I was working a 9-to-5 job and also being a dad, that was no small feat. I realized that I needed to do the most important things first in my day, so I started getting up early.

Really early. Like, 4am early.

And I would do things like record podcast episodes that early. Because when you’re committed to finding a way, and you’re willing to be flexible on the “how,” you can create awesome opportunities for yourself. We have Career Change Bootcamp students who make their transition by having the discipline to do their coursework and their homework assignments during their lunch break at work each day.

With Mike, he needed a break in between jobs to have the time and space to make his transition. So evaluate what’s true for you, and set yourself up for success.

TO RECAP, HERE ARE THE 4 QUESTIONS TO KNOW IF YOU SHOULD QUIT:
  1. Why do you want to leave in the first place? What is driving the decision? Is it 100% emotion thinking it will be better or something you are able to run to versus running away from?
  2. Do you have the runway, the savings, or more liabilities than you can afford?
  3. Who else has a vested interest and are they onboard and committed to making the same decision?
  4. What do you need personally in terms of breakthroughs to make this substantial life change? It is substantial and I don’t want people to underestimate that.

Anything you would add having done it yourself?

Ready to quit, but not sure what to transition into? Get a crash course to help you get clear on what you’re great at and what kind of work could fit you best in our 8-day mini-course. Sign up here!

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Success Stories

Mike Goodman 00:01

I think I got to a point where I thought I had changed jobs a couple times as it was, and I thought, you know, "Is there anything out there I'm going to like? And is there, you know, what if I change jobs, and what if it's something worse?"

Introduction 00:20

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you, figure out what does, and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:45

Some people can just keep going forever in a job that they no longer find anymore. But for many other people, there's an expiration date when it starts to get really painful to keep going to work, sitting at your desk and knowing you're just not that excited about it. But if you're at that point, how do you know if you should just simply quit your job? Will that be the right move? And aside from the financial aspect, there are many other reasons that this could be the best or the worst decision of your life.

Mike Goodman 01:18

I knew I was going to have challenges ahead, but I knew that I was making the right decision. Because staying in a job that literally just made me feel ill was not ever going to do anything right for me.

Scott Anthony Barlow 01:30

That's Mike Goodman. Several years ago, he came to us after working in higher education, and we had the pleasure of working with him as a client to find his ideal career next step. During his journey, Mike did a phenomenal job evaluating whether or not he should quit his job in higher ed before having the next role lined up. Later on in our conversation, you're going to learn four questions, we get into four specific questions to ask yourself to know if it makes sense for you to quit, and we're talking specifically about without having another opportunity. But first, we need to start with how Mike got to this step in his career in the first place.

Mike Goodman 02:07

It has been a curvy road, to say the least. Boy after college, I held a number of kind of entry level work positions, and then I decided I wanted to pursue a career in higher ed. So I started working for a small liberal arts college in the marketing office. And I really had fun with it at first. It was a cool way to learn some different, you know, I was responsible for managing a website, which I really liked, and I was the first point of contact for anybody that needed help, you know, marketing related projects. It was a fun role, but then it, kind of, like any job I had held previously, I got to a point where it just kind of got stale. And while I was there, I decided to take advantage of a tuition benefit, and I went for another degree, and then when I finished, I moved on to another role that was an advancement in title, responsibility and luckily, also in pay. I never really felt overly engaged in the new role, but I felt like I needed to give it some time. And unfortunately, as time went on, my lack of engagement never really changed. If anything, I probably got more and more unengaged as time went on. And yet, the funny part about that is, of all the jobs I had held full time, I stayed in that role the longest. It didn't really feel like a fit, but yet, I stayed in that role for years. I think I got to a point where I thought I had changed jobs a couple times as it was, and I thought, you know, "Is there really... Is there anything out there I'm going to like? And is there, you know, what if I change jobs and what if it's something worse?" I did this routine with myself for several years while I was there where I would apply for jobs, I would sometimes get called for an interview. Sometimes I go to the interview, or as the interview was approaching, I would change my mind and just think, "This isn't for me. I don't think I'm going to pursue this." Or I would go to an interview and then sometimes remove myself from the process because I leave the interview just feeling not excited or it didn't feel like an improvement from where I was. I mean, this went on for too long. This went on for several years. And I would just kind of tell myself, "it was almost like the devil you know is better than the devil you don't know." And on top of everything else, I felt like while I was in this job, my mood was kind of, I phrased it like a constant state of blah.

Scott Anthony Barlow 04:38

A constant state of blah. What is... Expand on that for me. What do you would mean by that?

Mike Goodman 04:42

Nothing felt exciting. I didn't have any sort of clue what I wanted to do, work wise. I didn't have any sort of excitement in the role I was in. But then I was looking around at other jobs, and I think, "Well, you know, what am I qualified for? What is my resume show like? What am I going to find that's any different than what I'm doing?" Because I think, like most people, you sometimes feel pigeonholed in that, you know, my resume states I've done this, but how am I going to show that I can do something different, or how am I going to translate my experience into showing that I can do something different? I had about an hour commute without traffic, so regularly I did hit traffic. So, I mean, it wasn't uncommon for me to have a day where it could take upwards of two to three hours to get home, or in the morning, say, if the weather was bad or there was an accident, it could take that long to get in. I was in this spiral that was just really, really bad, and I just felt like literally, a constant state of blah was the best way to phrase it.

Scott Anthony Barlow 05:42

That is... I was gonna say super interesting, and it probably didn't feel particularly interesting at the time. In fact, the opposite of it. It's interesting because so many people get stuck in that state where, you know, you're commuting multiple hours a day, and you're, I don't know, gridlocked along traffic, and then you are feeling like, "Hey, I'm not sure even what I want to change to, but I know that this isn't it", and you're struggling or trying to push through that all at the same time. And I think that's where a lot of our listeners have been, and certainly experienced at least parts of that. So I think everybody knows exactly what you're talking about. Now, what ended up happening from there? You lived in that state of blah for, it sounds like almost five years, right?

Mike Goodman 06:26

Yeah. I mean, pretty much four and some change, but you know, much too long. What happened was I didn't want to feel that way anymore. I knew if I didn't take control of my situation and make anything change, then another year would go by, and I would still be in the same job, and I would still be kind of spinning my wheels in terms of, "All right, what am I going to do?" So I had been on the East Coast. I'm from the East Coast. And I decided after a long time of thinking about it, the time had come and I was going to move to the West Coast. I approached my boss and told her my plans. I didn't really have a whole in depth plan other than that, but I thought, well, this is going to force me to find something else and get a new start and just kind of kick things off on the right track. So I told my boss, and they approached me with an offer to allow me to go to the West Coast, but I could work remotely for a set time period, so it had an end date, and I was very surprised, but I was definitely appreciative and accepted the offer. And so I came to the West Coast and still worked remote. And then it was, kind of reality, in a sense, hit me because now it's like, "Well, now I really have to figure this out. What am I going to do?" I applied for some jobs, didn't really find anything that I was overly excited about, and then time marched by really quickly, and my contract came to an end, and then all of a sudden, I got contacted by a recruiter for a job opportunity that was in Florida. I knew the company, and I was intrigued, and I thought, "Well, I don't have any other options at the moment. Let's check this out." Yeah, the whole process was extremely rushed, like it was just, there was very... There was no real personal connection, you know, so I would talk with a recruiter, and they'd set me up for a phone call, say, with a hiring manager, and then I ended up talking to a total of three people by phone. There was no in person and no Skype. It was all by phone. It was very quick, I think. In the period of a week, I had three different conversations, and then I got an offer. The whole process, again, like I said, was so rushed. They wanted an answer within 24 hours. You know, it wasn't like, "Oh, take a few days and think about it. Let's make sure it's the right fit."

Scott Anthony Barlow 08:49

Bad sign number one.

Mike Goodman 08:50

It was like, yes. And my gut already was kind of like, I need time to think about this. But then I didn't have anything else. Florida had never really been a plan or a thought or an interest. But I thought, well, maybe this is just a different way of going on an adventure. And I accepted the offer. I had about three weeks from when I accepted to when I had to be down there to start. And the whole period between, honestly, I was just in like a personal hell, and I just felt my anxiety was just, literally, it was through the roof. I was like, "Oh my, I don't know if is this right, and do I really want to be in Florida, and what do I know about this job? And am I really prepared for this?" And, you know, just constant, there's just a lot of doubt. And I didn't have an excited feeling, if anything, I just, I felt extreme anxiety.

Scott Anthony Barlow 09:37

Did you recognize that in the moment, or was it only afterwards, where it that was really apparent to you? What was going on at the time?

Mike Goodman 09:45

I knew at the moment I was anxious because I wasn't sleeping well, and I was just kind of like... But I was unsure, but I thought, "You know what, it's nerves, and when I get there, it's going to be better." So I just, I thought, like, see this through, and see where it goes. And, you know, allow myself to get there and then just kind of absorb it, and things will feel better once I arrive. Normally, that's the case when I have felt uncertain about other things and they've unfolded. But unfortunately, this situation, things didn't get better. So I had these three interviews while I was talking with this company, and so three weeks later, when I went down to start of the three people, one had left the company, one had moved into another role, and then I was going to be working for someone who had just started, who I never talked to, it was just like red flag.

Scott Anthony Barlow 10:39

It's almost like a total worst nightmare come true, in some ways, because that's one of the reasons that you stay in those types of roles that are blah for so long. It's like, "Well, this might not be any better. It might be way worse."

Mike Goodman 10:53

And you know, looking back at it, the signs were there that it wasn't going to be the right fit. But I think because of the fear of not having a job or not having anything lined up, I jumped. But even then after jumping, I thought, "Oh, I don't know if this was the right choice." So anyway, I went and I was down there, and literally had zero support at the job in terms of, you know, someone to ask questions to or resources or anything. And after, I didn't even make it at the job eight weeks, I made it just maybe six or seven. And I just decided, "You know what, there was a lot more in between. But I just decided no job is worth this, and this is not a direction that I want to pursue, and I am just going to cut my losses." And I remember saying to my family down there, "I just want to pretend like this never happened. Wipe the slate clean." So I did. I showed up at the office one day and turned on my computer, and I just said, today's my last day. And I left.

Scott Anthony Barlow 11:55

What was that like? Because I think so many of us think about doing that in one way or another, very few of us have that experience, though.

Mike Goodman 12:05

I felt good because I made the decision in my mind and then being able to go and kind of unload my gear, so to say. So, like my computer and any sort of their property, I turned it in. I sent a letter. The person who was my boss was really never around, so when I went, I just, you know, submitted a letter, and then I went and turned on my computer, and then I stopped in the break room, I grabbed a soda, and I walked out. I decided, this is it. And I felt, you know what? I felt, I knew I was going to have challenges ahead, but I knew that I was making the right decision because staying in a job that literally just made me feel ill was not ever going to do anything right for me, so I needed to figure out what was going to do something right and pursue that rather than staying in, you know, it's like a puzzle piece that didn't fit.

Scott Anthony Barlow 12:56

We've used the puzzle analogy more than a few times in our business, but certainly when the puzzle is not fitting in any way whatsoever, and you've already tried hard to make it fit, and sometimes it's impossible and sometimes the change is needed. Not everybody has had that experience of quitting a job without something else lined up. I've done that, you've done that, and a host of other people have done that, but that's only a small portion of the world, and this is a question we get on a regular basis. In fact, we recently had a listener that had sent in a question along those lines, and here, I'll read it off really quick. She had said something, here we go., "HTYC always seems to discourage the idea of quitting a job that is not working before you've accepted an offer and when that feels right. But I'd love to hear an interview with somebody who took an intentional break between jobs without the next thing lined up, and I'm increasingly feeling the instinct to take a life sabbatical." And she goes on to say that, "Hey, I haven't heard when it's okay to give yourself permission to let go, and when it's okay to regroup, and when it's not okay. When does it make it a good idea, essentially? When might be a wiser choice for the long run?" That is what I'd love to dig into with you. Because the reality is, your decision might not be right for everyone, but it was certainly right for you. right?

Mike Goodman 14:18

Yeah, it was what I needed to do. You know, when I left the job that I had been at for several years, you know, I think a lot of people can relate to this too, but between a long commute and days of just total non-stimulation and, you know, un-engagement, I wouldn't feel energized to go home or take a weekend and be like, "I'm going to figure out what I want to do and, like, what my next move is going to be." I would just kind of be, again, like I said the constant blah, you know, I would just kind of be like, "Oh, I'm not there, so I'm going to enjoy my time, but I'm not going to think about anything, because I don't know, and that's just going to make me more obsessed." But then I got to a point where I just thought I can't keep moving forward like this. And if I'm going to be working until I'm 65 to 70 years old, I don't want to waste my whole life being blah. I don't want to be counting down the weeks and the months and, you know, just waiting... life was just passing me by. And I knew if I didn't take a stand and change something, it wasn't going to change. Another year would go by and I'd still be at the same job, in the same boat, feeling the same way. What I did, in that sense, was I jumped headfirst into the pool because I just knew, all right, I'm doing something, but I know if I stay where I am, I will still be here, like, nothing will change. The Florida situation was very different because that never fit from the get go, and that just never felt right. I didn't want to be there. I knew at that point I was fortunate that I had support of family and friends, and I said, you know, I just I need to take some time decompress from all this and figure out what is going to be the right fit and what is going to be the right move for me, because again, working another 30 to 40 years in a situation that I'm not happy with, life is too short, and I don't want to look back at my life and think I had the chance to make a change, and I didn't.

Scott Anthony Barlow 16:14

I like what you said there. You are looking forward and saying, "I don't want to ever be in the place where I had that chance to make a change and I didn't." Like, making moves for avoiding regret is probably one of the times where it's actually okay to avoid something. This is super interesting. And there's a couple areas where I'd love to really go into deep. One, I want to make sure that we're leaving everyone with some ideas of when it's okay, when it's a good idea to quit your job, especially when you don't have something else lined up. And you and I had this conversation the other day when we were talking about what we think it's going to be like after we quit, and what it's actually like after we quit.

Mike Goodman 16:56

Very different.

Scott Anthony Barlow 16:57

Yeah, are often very different. And we've pretty well proven again and again that we, as human beings, are terrible at anticipating the future and what things are actually going to be like in the experience versus what we perceive in advance before it ever comes time. So what I'd love for you to do, and I'm super curious, and I can help share some experiences when I quit, too, without having something else lined up. But what was that like for you? What took place? What did you... what was similar to what you expected? What was far better, far worse?

Mike Goodman 17:26

There were good days and there were bad days. Luckily, there were more good because I would, you know, take some time and kind of explore different options, explore opportunities, and then I'd start seeing things, and I'd feel a sense of excitement and hope, and that made me feel better. But then there are days where I felt like nothing's happening, I'm not doing anything, I don't have anything lined up. And, you know, feeling almost more of a sense of, I guess, almost despair, I'd say, just feeling down. But then when I would have those days, I would think about specifically the Florida job and the Florida office, and I would think, "You know what, this is all going to work out. And I would rather be in this spot now than being back there." And that would make me feel better.

Scott Anthony Barlow 18:12

That's really interesting. And I think that's one of the things that people need to consider before they're making a move like this and leaving a role blah or not, and really understanding the full impact, or at least attempting to understand the full impact. What is driving this in the first place? What are some of the real impacts, too? In your case, like that Florida role, was having real physical impacts on you. It was causing anxiety, and it was making your life a living....

Mike Goodman 18:42

I was a mess, for lack of a better word. I was an absolute mess. And I just knew I'm like, I did not leave the last role to come to something even worse. And I was like, I know there's something better out there. Looking back in hindsight, like if I was ever put in that situation again where I felt rushed, and I wasn't sure that it was the right move or the right opportunity, I wouldn't do it. And, you know, it was definitely a learning experience. And I think it came at a time when I needed the lesson. But again, I would never put myself in a situation like that again, because no job or anything that makes you feel ill or just sick, or just, you know, does not make you feel good is worth it.

Scott Anthony Barlow 19:22

Yeah. And that's what I had for my first professional job experience straight out of college, that same feeling, also the same commute, whereas multiple hours in the car, and you're looking at the people next to you, and they don't look that happy either, and then you're thinking the entire time, like, "I don't even like this job, like, why am I...?"

Mike Goodman 19:40

"What am I doing?"

Scott Anthony Barlow 19:41

"What am I doing?" So totally understand on that. What I think people experience, though, is they experience either what you experienced where it's like, "Hey, this is completely blah, and I know that if I don't do something, then I'm going to be here for a long period of time." The other side of it is, I think what I experienced, too, where I got myself into a situation where it was like, "Look, anything has to be better than this. Anything has to be better than this." It was a little bit of a case of distorted grass is greener, and thinking that, "Hey, any situation will absolutely be better." It became a situation of me wanting to leave, just because I wanted to get the heck out of this situation. So that's the number one thing I would tell people to consider– is what's driving this decision in the first place? And specifically, are you running to something versus running away from something? And if you're just purely running away from something, that's going to make a bad decision. Like, in my case, I was running away from something. Had I left when I first wanted to, I would have 100% been running away from something. And in your case, I would say that that actually wasn't true, which I think is part of the reason why it made it better for you.

Mike Goodman 20:56

The Florida situation I needed to leave, the first situation was something that had, you know, I think that had been on my mind for far before from when I actually did do it. And I think sometimes I try and talk myself into staying, say, for example, at Christmas, we would get a really nice vacation and a gift, and then, you know, so then the fall would come and I think,"Well, you know, the Christmas vacation is really nice, so I'm not going to leave now" and then it got to a point where the things that I stayed for, or that I would talk myself into staying for, were no longer enough. Like, you know, what's a two week vacation? Yeah, it was great. But what if the other 50 weeks of the year are not good? Then it doesn't really make a whole lot of sense to stick around for the two weeks off. It just, it got to a point where the reasons I stayed just diminished, you know, less and less, and I just knew that it was time. I needed to go. It was past time. And it wasn't a quick decision. It was something I really thought about for a long time, but then I knew I'm ready. It's time. I need to go.

Scott Anthony Barlow 22:04

That kind of invokes the second thing that we really have people take a look at as well is what's going to be required, you know, asking yourself this question, what is going to be required to make a substantial life change? Because for some people, some people really can do this over time, and that's something that I've done at different points in time in my life, even starting this business like, you know, we started it on the side, and did it from 4am to 7am every single morning. And, you know, that worked well. But then I think that there's other periods of time and other people that doesn't make sense for them, that doesn't make sense for them because they either can't put enough focus in making the life change, or it doesn't make sense for them because of any number of other reasons, too. And I think in your case, you've said multiple times in the last 25 minutes here that you had to have that break. You had to have that.

Mike Goodman 22:57

I did. Yeah, I needed that time. I was fortunate that I was able to take it, but I definitely needed it because, you know, in all those years of commuting and then, just like I had mentioned being really disengaged, I didn't take, when I say I had a week off, I wasn't spending the time doing the work in terms of, like, really digging and searching to figure out what is it that I want to be doing? What do I want my life to look like? Because in a week, I was just more or less decompressing from being out of office, and I wasn't taking on anything of that nature. When I had that time in between jobs, it was like, "Well, now, I have this time. I can really figure out what is my next move is going to be, and what do I want that to look like." Because for so long, that wasn't something that I had thought about.

Scott Anthony Barlow 23:45

Yeah, and that makes a ton of sense. And for you, too, from what I know about your situation and everything that we've talked about, you had the runway, and that's where we get into question number three here. Do you have the runway in terms of financial or other to be able to make this a real possibility, or is it going to be a case where you might have to make a couple of jobs like make a shift from one job to another, even though that's not necessarily the perfect job, or one job to another, that's going to free up your time or headspace or something else, so that you can create a different level of focus? But in your case, you had a bit of savings, right?

Mike Goodman 24:05

I did. I was fortunate that I was able to take that time.

Scott Anthony Barlow 24:22

What did you do to put yourself in that place?

Mike Goodman 24:25

Over the last several years that I was in the job, before I left, I had gotten some, you know, annual increases, and there was a period where I had gotten a promotion. So what I would do is, every year, I would just put away the difference, so I was essentially living off my original salary. Over the years, I had put a decent amount of money away for, like, a rainy day fund, so to say, or, you know, a couple months of living expenses. And then I was fortunate during my gap where I wasn't working, that I had a supportive family so that I was able to have, you know, a place to stay, and that helps tide my savings along, that much longer.

Scott Anthony Barlow 25:04

Lower living experiences for a period of time.

Mike Goodman 25:07

Exactly.

Scott Anthony Barlow 25:08

Very cool. That's the question that everybody needs to ask themselves when they're considering leaving, not to something else. One, do you have that financial runway, whether through savings or other income coming in or something else? And then, usually, when I'm working with people, one on one, we're figuring out, okay, what is the likelihood of you being able to move into something else in addition to what it's actually going to take, and always budget worst case scenario, I think everybody has a tendency to look at, "well, I think it's going to be three months, and I can get a job in three months, no problem. " And we're overly optimistic in a lot of those cases, versus, it might realistically take a long period of time. How long did it take you?

Mike Goodman 25:50

It was over six months. Maybe more like eight months. It took a while. So it had happened, I allowed myself a little period where I just took some time in the beginning. And then I thought, "all right, I'm going to jump in now." So I took, you know, the first, it was a month or two off to just kind of resettle and decompress, and then, probably, then from when I started really doing the work about six months. And that was, you know, the holiday time things tend to slow down. And some interview processes can take quite a while from start to finish. Yeah, you have to allow that time because there's just no way of knowing how long it's going to take.

Scott Anthony Barlow 26:25

Yeah, and generally, we'll have people budget whatever time they need away. Like, in your case, you said, "Look, I need this month, month and a half, two month time to be able to decompress." And that's 100% okay. Like, what Laura is asking in her question, if she needs that deeper compression time, that's great. And then additionally, she should allow minimum of six months, just in case, because I've personally been in a situation where it's taken much longer than what I anticipated, and it is uber-stressful, especially if you're in a situation where you have either a family or spouse or other things like that, that's not just stressful for you, but it's stressful for them, as well. That actually happened, geez, I probably like eight or so years ago to me too, when I was transitioning from a job, I felt like I couldn't take it anymore, and ended up leaving. We had savings, was able to get job offers, already had a number of interviews in the works at the works at the point in time, and I left and everything like that. So it wasn't like just leaving completely clean, but there was more to the story too. Because even though we had some savings, even though we had about six plus months savings, easily, even though those other things are in place, it's still, in hindsight, I don't know was the right decision based on everything else we had going on. We were trying to pay down a bunch of debt, and that ended up putting that on hold. And then for Alyssa, my wife, was really stressful for her too, because she has all these people that are asking her, like, every time they turn around, like, "Hey, this guy have a job yet?" And everything else along those lines, too.

Mike Goodman 27:55

It's very stressful. And I think going along with it, you have to be prepared and be willing to give up a certain degree of control, because you can control what you put into the situation in your efforts, but you can't necessarily control the outcome, or you really can't control how long it's going to take.

Scott Anthony Barlow 28:12

You can have a lot of influence it, but ultimately, you don't get to decide whether that person's on vacation and whether you get the job offer in writing this week or three weeks from now. And sometimes those things just don't line up perfectly. If you've only got three months of money in the bank and you're dependent upon that happening, and your spouse is looking at you, going, "Hey, you've promised it would be okay", then that's not going to create a great situation for you. So that ends up being the fourth question that we would advise everybody to ask. Who else has a vested interest in this decision, and are they okay with it? Are they on board? And do they understand all these implications, too?

Mike Goodman 28:49

Yeah, having that support can make all the difference.

Scott Anthony Barlow 28:51

Yeah, absolutely. I want to really quick just run through those questions again here, for anybody that is finding themselves in this place where they're considering like you were, is this something I just need to do? Is this something that I should do, and is this actually a good idea for me in my situation? So ask yourself, number one, do you have that runway? Do you have that savings, or do you have more liabilities than you're going to be able to afford at the time? Number two, why is it that you want to leave in the first place? What is driving this decision? Is it 100% emotion, thinking that is going to be better, or is it something that you're able to run to, versus running away from something? And if it's purely running away from something, probably not a great idea. And then question number three, who else has a vested interest in this decision and are they 100% on board, or at least enough on board and committed to making the same decision? Then last question is, for you personally, what do you need in terms of breakthroughs to make this substantial life change? Because it is a substantial life change. I don't want people to underestimate that. Anything that you'd add to that Mike for people to consider? You know, having you done this yourself in a couple of capacities.

Mike Goodman 30:05

Think it through and be prepared. I think, you know, having that support, like I just said, is really is important, and just looking at it from different ways. Like, are you okay with it? If it's not going to happen for six months, it's going to take longer. Worst case scenario, are you okay with still making that decision? Just weigh... Look at the different sides and weigh the outcomes.

Scott Anthony Barlow 30:26

That is phenomenal advice. And the cool thing is, even if you decide it's not a good idea, then I think that there's plenty of other alternatives. You can work on getting what we call a bridge job, which it might not be the perfect job, but it might be something that is vastly improved, and either maybe it's not the state of blah, and you're getting to beginning to use more of your skill sets and what you enjoy, but maybe it's not the perfect thing, if you will. Or maybe it's a case where it's freeing up more of your headspace or more of your time so that you can devote some time or headspace or bandwidth, like you were talking about earlier, Mike, to figuring out what is going to be a great situation for you.

Mike Goodman 31:05

Exactly. Yeah. What does that look like? Figuring out what's the right move, or what's the next move going to be and what's going to make it better.

Scott Anthony Barlow 31:11

As people are going through that figure it out type process, any other advice that you'd give to them once they have decided, "Hey, look, I need to quit. It is the right decision for me, and I'm going to use part of that time to determine what is next and what's going to be a great situation for me."?

Mike Goodman 31:26

Allow yourself the time to don't jump into a situation just because it comes up. Learn from my mistakes. Don't jump into something just because it's there. Make sure it's the right move. Because if you've made the decision to leave where you were to find something better, see it through. Don't jump into something, you know, a lateral move, or the frying pan into the fire, for lack of a better word, just take the time and discover what it is that is going to make you happy, and seek it out, because it is out there.

Scott Anthony Barlow 32:02

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest. Take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address, scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like. And the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 32:49

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 3 33:00

So much of it has been trusting my body, trusting my gut, trusting that when I'm fearful or anxious, that's just an emotion. But my heart is actually telling me what I'm interested in, my heart is actually telling me what I want to do.

Scott Anthony Barlow 33:17

Riddle me this, what if being too good that your job is the reason you need to escape? Maybe you do the work three times faster than everyone else, so you are just being given more and more and more and more. Or maybe you're constantly getting praised by leadership for being the highest performer, but it's making the team resent you. Maybe you're an educator whose relator strength causes your students to adore you and want to be around you, but you're beginning to feel overwhelmed by the weight of it all.

Scott Anthony Barlow 33:48

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click subscribe on your podcast player so that you can download this podcast in your sleep and you get it automatically. Even the bonus episodes every single week, sometimes multiple times a week. Until next week, adios. I'm out.

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Having the Resilience to Pivot When a Career Change Doesn’t Fit

on this episode

You will never find meaningful work by staying at a job you’re good at but don’t enjoy! If you’re feeling burned out and unfulfilled at work, you don’t have to continue that cycle.

Your ideal career is out there, but first you have to figure out what you want out of your career so you can go and get it!

Learn how Erin’s mindset shift allowed her to realize that her ideal career was right in front of her all along.

What you’ll leaRN

  • How to know when it’s time to leave a job you’re great at
  • Questions to ask in an interview to make sure a role is right for you
  • How Erin overcame imposter syndrome to climb the corporate ladder at Dell
  • How to use your strengths to create career clarity
  • Erin’s biggest obstacles when switching industries

Success Stories

They went from a total comp package of $165K to $359K. Wow! Wow! Wow! I’m over the moon right now and really in shock! They reiterated how I was worth every penny and said “You can find anyone with technical expertise, but someone with your disposition and DNA is hard to come by! We can’t wait for you to join the team and are so glad we could make this work for us.” I can’t thank you all enough for your coaching, encouraging support during these last few months! I’ve landed the role of my dreams along with the comp I wanted and knew that I deserved.

Jessica , Chief Learning Officer, United States/Canada

when I went through Career Change Bootcamp and starting to work through all of this – deep diving into what I wanted to do, my strengths and ideal career profile but then this opportunity presented itself! I went “wow, this checks almost all my boxes on the ideal career profile and seems to be a really great match.” You've heard this so many times from people you talk with – The journey is not what you think it's gonna be. You think it might be a straight line from A to B, but it's like a jagged curvy line that can go all over the place. Follow where things are leading and be open, because you just never know what's gonna be around that next corner. I'm so excited. I am the chief philanthropy officer at the Community Foundation of Western Nevada. And that's really kind of a dream job.

Karen Senger, Chief Philanthropy Officer, United States/Canada

Erin Szczerba 00:01

It felt like I was wearing 2000 pounds of bricks. I felt depressed. I had major brain fog. Any action I needed to take, felt like I'm wearing this backpack of bricks trying to take the steps necessary.

Introduction 00:26

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you, figure out what does, and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:51

Back in 2005, I was working in a job that had me considering driving into a ditch or jumping out a second story window, nothing fatal, but enough damage to give me some time off work. Crazy, right? Well, after gaining 50 pounds through medicating with food and multiple anxiety attacks, I was pretty desperate for an escape. When I wasn't thinking about how to collect worker's comp, I was internally screaming, "There has to be something better than this!" There has to be. And since then, I've talked to many thousands of people who felt just like I once did. And this shouldn't come as a shock or a huge revelation, but your job, your work, should not make you physically or mentally ill. Work shouldn't suck the life out of you. Actually, it can do the opposite. It can add excitement, it can add fun, it can add purpose, it can add fulfillment, and so many other positives to your life.

Erin Szczerba 01:48

Ultimately, the decision was made for me to leave that role. And I'm glad because I am not a quitter, so I was very determined to figure out how to make it work, because there was so much in that role that the work of it that I really enjoyed. So I was very determined to figure out how to make it work, even though I was growing more miserable by the day.

Scott Anthony Barlow 02:13

That's Erin Szczerba. The interesting thing about Erin's career change journey is that in some ways, she ended up right back where she started her career out 20 years ago. She spent the past two decades getting really clear on her strengths, defining her ideal role, and today she's a completely different person. I want you to pay attention to how her experience with roles outside of real estate helped build her confidence and give her the mindset shift she needed to thrive as she re-entered the real estate world much later. Here's Erin talking about what is different in her life compared to when she was working with Dell recently, and now that she's back in the real estate world.

Erin Szczerba 02:55

I would say the biggest difference is probably that I am 100% in-charge of what I do every day and what I see come into my bank account.

Scott Anthony Barlow 03:11

I remember chatting with you about that specific thing, and I remember that that was something that was, even though it can be scary, I think for many people out there, and it's not right for everyone, I remember you talking about it with some reverence, because it's not the first time that you have been fully in control, if you will.

Erin Szczerba 03:36

Yeah, there were two things going on. One is that I knew that there was so much that I loved about it because I do like to be able to have a wild idea and then go investigate it and see is this something I should pursue. I love the freedom of that, and I really loved the autonomy that I had as business owner and entrepreneur, and I also really disliked the financial insecurity that I experienced. And so it was really, really torn about, how do I have all of it? I want to have all of it.

Scott Anthony Barlow 04:19

How do you have all of it? How do you get all the things, or at least the ones that are most important to you, right? So, okay, let's jump way backwards for a moment here. Where did your career start out?

Erin Szczerba 04:30

I started in real estate. I had thought that I wanted to be an actress, and I was waiting tables, and I thought, "This is not it for me." I also want to be able to, like, buy things. I was like, "I don't think maybe $500 a week isn't going to work for me." So I thought, well, I love houses. That's what I do in my free time is I'm looking at houses, I'm going to open houses. I'm on realtor.com. I'm thinking about houses all the time–I want to decorate. I just love it. And so I was like, "Well, if I could get paid to, like, spend all my free time looking at houses, that would be cool." Turns out, there's a profession where you get to do that. So at 25, I got my real estate license and started selling real estate.

Scott Anthony Barlow 05:16

What... There's... In chatting with you almost a year ago, it sounded like there were a lot of twists and turns compared to what led up to you working with Dell and then ultimately leaving Dell and then ultimately, eventually leading back into being fully in control of your income, full circle in many different ways. However, what caused you to make some of those changes along the way? What caused you to go from 25 real estate eventually to Dell?

Erin Szczerba 05:49

Yeah, well, in 2007, I was a mom of an almost four year old, and my husband, at the time, and I made some choices to benefit his career. And all of these choices led to the realization that our marriage wasn't working, and he didn't want to be married. And so I went through divorce in 2008 which is also when the housing market crashed. And so at that time, I had to make a decision. The real estate career, I think every real estate agent who was selling real estate at that time will tell you it changed dramatically. It went from being a nice career where, you know, you're helping buyers and sellers and they're happy with you because they're getting what they want for the most part, to it being incredibly stressful. It became kind of a dog fight between agents, because the sellers, you know, wanted more for their house, and the buyers want a lesser. I was like, "Listen, I have enough stress in my life. I don't need more from my career. I need peace in my life, and my son needs me to be a peaceful mom, not a monster mom", which is how I felt I was being. And so I made the decision at that time to do something else, and I didn't really know what it was. I was also flat broke. So we lost our houses in the housing market crash. We had to. I had no money, literally, negative money. And so I just was like, "What can I do?" And I also was not ready to put my son in full time childcare. My husband had moved away, and so I was a full time single mom, and I just really felt like he's already missing one parent, am I going to be gone all day too? And so I was just like begging the universe to give me an idea. And I had this idea to start an eco-friendly house cleaning company, because I thought, "What do I know how to do that I can do better than other people and make money doing it, and will give me time flexibility?" And I was like, I'm not beneath scrubbing toilets. I'll do it. So I started an eco-friendly house cleaning company. The reason then I thought, "Oh, I'll do eco friendly, because I started using eco friendly products, and I'm loving them, and people are into that." I was in Denver, you know, so it was crunchy, and I was very lucky that I had this huge sphere of influence. And so I put together a little flier, and I emailed it out, and I got clients really quickly, and I was spending long days cleaning houses. I didn't know the right way to do it, but I learned. And so I eventually grew that into a well oiled machine that allowed me to go back to school, and I got my degree in organizational management, and I still was spending, I still was like, working three days a week, and I was spending a lot of time with my son. And then, I sold that one in Denver. And then I started another. I moved to Austin to be close to my family, started another one in Austin, sold that after two years, and then that's when I was like, "Now, what do I do?" I don't even know. I don't even know what jobs are out there. I've only ever worked for myself. So how do I get a job?

Scott Anthony Barlow 09:15

What is this thing that...?

Erin Szczerba 09:17

Yeah, I was like, "Do I have skills? I don't even know. Can my skills be used in corporate America?" So then I just started investigating, I just started looking and talking to people, and one thing led to another, and I actually asked a friend's husband, who was an executive director at Dell, to review my resume and a job offer I had received from a very small company, and turned out that he actually had just opened up a wreck on his team. He needed someone to be a Marketing and Communications Manager. And he was like, "You have pretty much everything that I'm looking for, and here's what I would need you to do." I literally didn't understand the words coming out of his mouth, and I was like, "I am so afraid, but I've only ever done what I already knew how to do", so I'm just going to try something new that I'm not already good at. And I was way more money than I had been making, and it was super exciting and very scary, and I became the least informed person in the room, real fast, and figured it out.

Scott Anthony Barlow 10:26

When you were at that point in time, what was the scariest part for you to jump into that, as you called it, you know, thing that you had never done before?

Erin Szczerba 10:36

Well, it was just, I was afraid that I think I had definite imposter syndrome. I was really afraid that people will find out that I was totally incompetent and should never have been given that job with that salary.

Scott Anthony Barlow 10:52

The way you talk about that, I am guessing that at this point, almost everybody feels that way at various different times, sometimes, many different times. What ended up helping you be able to, not just jump in, but move through that?

Erin Szczerba 11:10

I think it was that I was surrounded by really good people, and I was very honest with the people on my team and with my boss. I felt overwhelmed. And that I, you know, these huge conglomerates use acronyms that nobody else knows, and then they change their acronyms, like every other year too. So a lot of times, nobody knows what acronym somebody's using. And so I was like, I need, like, a dictionary for these acronyms. And so I was really honest with people that was feeling overwhelmed, but a lot of people told me, "You've got to get used to that. You have to get used to not knowing. You have to, like, trust that you're going to find a way and just make small, valuable inputs."

Scott Anthony Barlow 11:56

Why do you think it is, in your opinion, that we put so much, we being, you know, many people all over the world put so much pressure on ourselves to know all the things, as opposed to trusting that it can be figured out in one way or another?

Erin Szczerba 12:13

Well, I think that it's because people don't really broadcast their lack of knowledge and the struggle, you know. I only was seeing the results of people who'd been at Dell for over 10 years. And it's also very much a... the corporate culture is very much, you know, achievement, like, you're hearing about the people, the overachievers, over and over again. And so to not immediately be an overachiever is like, "Oh no, I must suck." And I do. It's very painful. And I do. I mean, I really, I'm loving LinkedIn these days, because I feel like people are finally being super transparent and honest on there, and people are ready for some honesty about the hard stuff, about work, and I really like that.

Scott Anthony Barlow 13:08

So what happened for you? What happened for you? You had eight years at Dell. I know that you enjoyed many things over the course of that time. What caused you to decide eventually that, "you know what, I think I'm ready for something else."?

Erin Szczerba 13:24

Well, I'm the kind of person who I love to see, like, what's the next thing I'm going for. So for me, it was promotions. I, you know, as an independent contributor, and there's several levels of independent contributor, and I had moved up to the highest level of independent contributor at Dell, which meant that then I needed for me to move up again. I was going to need to go into people management. And my leaders were saying, "yYou should be a people leader. Obviously, you should do it." And so I started looking at these roles, and I actually interviewed for one. But even though this people leader didn't hire me, he wanted to have a follow up interview with me and talk about what's next for you, and how can I help you get there. What I learned was that I was going to really need to begin eating, breathing, and sleeping at Dell if I was going to move into a people management position. Because first of all, there's not that many. There's fewer available than the independent contributor positions, and more is expected of you. You're kind of that catch all in that catch all position when you're, you know, entry and enter into the people management. So I just was like, "You know what? I just can't do it. I'm just... Dell's a great company, but I don't want to talk about or think about storage or servers anymore. I don't care about them." That's just the truth. I like what they do for me in my life, but I don't care about them. So that's when I just was like, "I don't know. I don't know where I would go from here", and I think there's a whole world of opportunity out there that I'm not aware of, and I need help figuring it out.

Scott Anthony Barlow 15:09

I think that's amazing because it's not easy to come to that realization where you said, "I just don't care about server", like, I think that it's easy to say that in hindsight, but when we're there, when we are experiencing and going through all of those things in the moment, it's like, "Well, should I? Shouldn't I?" And all the questions come up. So I think it may send, it's easy for us to just gloss over that. Like that was a smaller thing. But that's actually really powerful that you came to that conclusion, overall. What helped you come to that conclusion? Was it simply the conversation that you had about, "Here's what would be required", or were there other things going on at that same time where it helped with that realization for you?

Erin Szczerba 16:02

Yeah, well, that's a good point. I definitely went through a season, a long season, where I was finding it very hard to do my work. And I had my projects I was working on, and a lot of it was, you know, there was my maintenance work, and then there was some strategic things I needed to be working on, and some problems I needed to be solving, and that's my jam. I love that. And I was feeling extremely demotivated, and I felt like something was wrong with me, and I was being a bad employee. And actually, this is a funny story. Maybe this will be encouraging, or maybe people will think that's weird. But my annual review was in March, but I was like, I'm not doing nearly as much as I used to do, and I was feeling real guilty about it, and I thought for sure in my review that I was going to be told like, "Hey, we understand it's been hard, but you got to get it together." And then what I was told was that I was super creative, and I showed all of this great problem solving and strategic ability, and that I was one of the most, what was it, I was one of the most, like flexible and adaptable people on the team, and then I was getting a big raise, like, "What? Oh my gosh." So, I mean, so that was helpful, but then I didn't feel as bad about my brain fog and my demotivation. But then there's only so long that you can show up every day to work that way. That's just not going to work for me. I need to be excited about what I'm doing. I can't just trudge along and collect a paycheck. And my leader at the time was like, "Don't you give some good thought to what you really want to do?"

Scott Anthony Barlow 17:54

I think that's a story that I've heard over and over again in various different like names and companies and job changed, but the commonality of somebody who, like, in your case, you were going to work, you're feeling guilty about being able to contribute in the way that you wanted to, and then the perception of everybody else is that you're knocking it out of the park, that you're doing really well, "Hey, here's more money." And that is, it's a weird position to be in, I think, from chatting with many people that have experienced that, but I think what's really powerful for me is that you, instead of just staying in that position, because it's actually, I think, arguably easier to just stay in that position where people are telling you like, "You're doing an awesome job. This is fantastic. Keep on going." But instead, you started taking action to do something about it so that you could find the right ways that you wanted to contribute, so you didn't have to have those feelings anymore. So kudos to you, first of all. And what did you learn out of that?

Erin Szczerba 18:59

Well, I think I learned that I do good work, first of all, and I also learned that I can do way better work. I'm able to do way better work than I've ever done, and that I'm much more motivated by aligned values than I am by a paycheck.

Scott Anthony Barlow 19:26

When you say aligned values, tell me what really drives it for you, like, what are some of the things that you value the most that have to be there to create an amazing situation for you?

Erin Szczerba 19:40

So I want to be problem solving personally. I want to be able to know that I'm solving a problem that actually directly impacts someone's life, that is important to me and that I can see the impact that it's making on individuals. And I also need to be in a decision making role, and I need to be in a visionary role where I'm saying, "Here are the problems that I see, and these are the solutions, but I think we can do better than those solutions. Let's find new solutions, put legs on them, and see how much more impactful that is." And I need to be much closer to the customer.

Scott Anthony Barlow 20:33

So when you didn't have those values aligned, what did it feel like that was associated with having those gaps, or having the lack of fit?

Erin Szczerba 20:47

It felt like I was wearing 2000 pounds of bricks. I felt depressed. I had major brain fog. Any action I needed to take, felt like I'm wearing this backpack of bricks trying to take the steps necessary. It's just... and then after a day like that, where I really didn't feel energized, I didn't feel confident, I felt bad about myself.

Scott Anthony Barlow 21:16

That's, you know, that's, I haven't heard anybody describe it like that, but that's actually very similar to the way that I felt too when I was misaligned with my values– that ton of like drudging through almost carrying all of that extra weight. So I appreciate that description on many different levels. So all of this ended up leading you to accept a different role outside the company, and some things fit about that role, but ultimately, some things did not fit too. So tell me a little bit about what happened and what took you through that next evolution.

Erin Szczerba 21:54

Yeah, so working with my coach at Happen To Your Career, Alistair, we... Alistair helped me to see that I needed to be in some sort of client facing sales role, like everything that all my strengths, all of that add up to, you know, it's obvious. And then going through these exercises that I went through, I just could not deny that what I really wanted was to be working with clients in real estate every day, and that scared me, because I had experienced financial insecurity before. I was a real estate agent during the market crash, it was very difficult time, and I was in a place of financial security, which I was not willing to give up. And so Alistair worked with me on addressing the fear of the scarcity. And so like, "What can I do to safeguard myself from these things that I'm afraid of so that's no longer a fear of mine. It doesn't have to be a fear." And I loved that because, like, the fear was real. You know, those are real things to be afraid of, but those don't have to be a reality. All of those things are solvable. So, you know, I was giving up benefits, I was giving up my health insurance, I was going to give up my 401K match, and I have a son going into college, and then I was giving up my regular paycheck. So those things I worked through, and I figured out, what do I need to feel confident about leaving Dell? And part of that was choosing a new brokerage where I was able to get more service and support for my commission split that I would be paying it than I'd had previously. That was important to me as well. But I couldn't shake, like I still had this "what if", like, surely, this is just a reality that I'm going to be really slow in real estate and I'm not going to have any money, and then I'm going to feel this way, and my partner is going to be impacted, and I'm going to lose my relationship. I mean, that's the road I was going down– the spiral, just like, whoa. And so when it came about that there was a position opening at this new brokerage that I had joined as an agent Success Manager, I was like, "Ooh, what's that?" And then I read the job description, and I was like, "Oh, sounds perfect for me, actually", because it was continuing to produce, you know, sell real estate while also helping agents to sell more, basically, business development with the agents at the brokerage, which I love to do. I love helping people. So it just seemed like such a miracle. Felt like a gift from the universe. Here we're I'm going to solve all your problems, you're going to have a regular salary, and you'll still be able to sell real estate, and you're just going to be only in real estate, not one industry, plus real estate. I was like, "I'm gonna get this job." And I did.

Scott Anthony Barlow 25:02

So you had your mind on this, and you went and got it because that's what you do, and that's honestly part of what you're great at. But also, it sounded like there were some things, since you got set on that really quickly, that weren't in alignment as well as you thought they would be. Tell me about that.

Erin Szczerba 25:19

Well, one of the things I did not think about because I think I, you know, it didn't... I had several different bosses at Dell, and some were a better fit for me than others. I'm sure vice versa. So I'm sure I was a better employee for some of these bosses than some others, and a worse employee. But I did not think about what I really needed in a leader or a manager. I made assumptions that certain qualities were there based on what I knew about the brokerage and the services and the competency of the agents, and definitely those assumptions led me to not be curious, not ask certain questions and move, just jump in with zero reservations. And then, yeah, I think I could say it was not a good fit for either me or my leader.

Scott Anthony Barlow 26:19

If you could go back and do it over again, what do you think some of the questions you would have asked in order to understand more about that?

Erin Szczerba 26:28

Well, I think that I would have asked about, what are the expectations of me as a worker? How do you like to work? It didn't occur to me because you can't do this at Dell, right, like Michael Dell can't say, "I want all 150,000 of you to do everything the way I would do it." You can't become Dell Technologies if you do that, right? So I had never experienced that before, so I didn't actually know that it could be a thing. Knowing what I know now, I would have gone back and said, "What is the voice of the brokerage? And do I have the flexibility to bring my own voice, or do I need to do this all in a certain way?" Like those are the things that I know now that don't work for me, because any sort of restriction around that doesn't work for me.

Scott Anthony Barlow 27:23

Well, I think just getting to know you a little bit, you need that type of autonomy. I mean, we all as humans need some level of autonomy. However, what we need as individuals can be drastically different, and I think that's your own person, one of the pieces, at least, of your own personal brand of autonomy that you need that creates much more fulfillment for you. So I can definitely see that and fully appreciate that. That's super cool that you know that now.

Erin Szczerba 27:53

Yeah, it is.

Scott Anthony Barlow 27:54

So bring us full circle here. What caused you to decide, "Okay, you know what? I accepted this role. I went out and got it, I went and did the thing that I'm great at, and it's not a fit." And you made that decision. We already know some of the reasons why it wasn't as great of a fit as what you were looking for. But what cinched the decision for you? And then what did you end up moving to?

Erin Szczerba 28:19

Well, ultimately, the decision was made for me to leave that role, and I'm glad, because I am not a quitter. So I was very determined to figure out how to make it work because there was so much in that role that the work of it that I really enjoyed. So I was very determined to figure out how to make it work, even though I was growing more miserable by the day. And so then I did have a choice after that. Okay, so I'm selling real estate, and I was actively selling real estate when this happened. And I had a choice, "Do I just sell real estate? Or do I try to find something, another sort of filler position?" And I talked to several very wise people about it, talked to Alistair about it, and the consensus was always, the universe has shown you what you need to do, and you need to trust yourself. You're fully competent. You're great at it. It's real estate. You need to sell real estate. And it really was a mindset shift for me. It really was a, I have to look at the world in abundance. I can't be looking at the scarcity side, because whichever one I'm focused on is what I'm going to get. And so I just really started thinking about, "What do I want my real estate business to look like?" And that's what excites me. You know, I get to think about, like, what's important to me is not selling the most real estate of anybody else in the area, I'm never going to do that. I'm not because I don't care that much about having huge sales. I would much rather make an impact on people because, for me, selling real estate is easy. I've done it hundreds of times, but for the average person who doesn't sell houses every day, trying to figure out how to get from where they are to where they want to be is really challenging, and it often feels overwhelming, and so they just don't do it. So if I can help people figure out how to get from where they are to where they want to be, and look at what are those obstacles, how do we overcome those obstacles, very much like what Alistair did with me when I was trying to figure out how to go from Dell to real estate, then I'm helping them do something that they wouldn't otherwise be able to do, and that's super fulfilling to me. And as long as I'm focusing on that, I'm going to have plenty. I'll have plenty.

Scott Anthony Barlow 30:57

Do you feel like you would have had that mindset shift as quickly had you not gone through that set of experiences that we just talked about?

Erin Szczerba 31:05

Probably not. Because having been thrust into that position is so much different than saying, "Okay, now I'm ready." I could potentially still be a Dell, you know. Because I just... it would just feel like, "Was now the right time to pull the trigger?" I don't know. You know.

Scott Anthony Barlow 31:24

Roughly 20 years ago, when I left an organization, not by my choice as a regional manager, I spent so long going back and forth. I spent months and months and months and months going back and forth. And eventually they decided for me, and I think it is as crazy as it probably sounds to many different people, probably the best gift that they could have given. I could still be at that organization today, 20 years later, like fully unhappy in so many different ways. So I am very thankful for sometimes the weird ways that happen and you called it the universe speaking to you. Also, I would say that in addition to that, sometimes it just becomes obvious to everyone else too, like, what your strengths and your gifts are. And sometimes we need a little extra nudge in so many different ways.

Erin Szczerba 32:17

Yeah, totally.

Scott Anthony Barlow 32:18

I'm so happy for you that it worked out in this particular way, and I am thankful that we got the opportunity to help out in any part of that. And also, I'm curious, what advice would you give for someone who's back in that situation, where you were at with Dell, where you realized, "Okay, this is not it for me. I know that I need to do something different, but you know, what is that? And like, should I even fully commit to that direction?" What advice would you give to that person who's there right now?

Erin Szczerba 32:54

Yeah. I mean, I would definitely say that you've got to embrace that you don't know what you don't know. And that if you're feeling at all dissatisfied with where you're at or like maybe there's something more than you've got to go down every hallway and look in every nook and cranny to figure out what's your sweet spot. And so I think it can be, we can get really small worlds in work, and we can have absolutely no clue what else is out there. And honestly, I mean, this is the truth. It's because I was listening to your podcast, and I just loved hearing people's stories that I realized, like, "There's something out there that's the perfect fit for me. I don't know what it is, and I need some help figuring it out, but I believe I'm going to find that thing that's perfect for me."

Scott Anthony Barlow 34:03

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest. Take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address, scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like. And the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 34:55

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 3 35:01

I think I got to a point where I thought I had changed jobs a couple times as it was, and I thought, you know, "Is there anything out there I'm going to like? And is there, you know, what if I change jobs, and what if it's something worse?"

Scott Anthony Barlow 35:15

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click subscribe on your podcast player so that you can download this podcast in your sleep and you get it automatically. Even the bonus episodes every single week, sometimes multiple times a week. Until next week, adios. I'm out.

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Rebuilding Confidence After Career Disappointment

on this episode

Feeling lost in your career? Travis was in the same boat. He had the skills, the experience, and the drive, but something was missing.

After jumping from one healthcare role to another, he found himself stuck in a cycle—“great at what I do, but I feel like I’m doing the same thing over and over again.” The spark was gone, and he was ready for more. 

He thought he had figured out the perfect next career move when he made the leap to the business side of healthcare consulting. It seemed like the perfect move… but it wasn’t. Instead of feeling energized, Travis felt bogged down, misaligned, and stuck in a role where he couldn’t prove his value. The ‘Sunday scaries’ set in, and it got to the point where his doctor asked if his job might be the reason he was considering antidepressants.

“I was defeated. I felt small, inadequate. I had lost all of my confidence, and I needed to rebuild, essentially, which is why I left the organization and did something that I felt was in my wheelhouse, to kind of rebuild myself, rebuild my confidence.”

That’s how Travis described it. His confidence was shattered, and he knew he had to make a change. So, he quit. Without a clear next step, he decided to focus on rebuilding himself and his confidence, finding work that played to his strengths and values.

Travis’s journey led him to start his own consulting business and podcast, where he found success and fulfillment, and as he continued searching for his ideal role – he ultimately found a role that was practically made for him. 

“I had to weigh that against but I’m running my own businesses. This is my world, right? I’m gonna I’ve got these two businesses that I’m trying to get off the ground and grow, and that’s what I want to do with my life. So this is really hard.”

It was a tough decision, but in the end, it was the perfect one. Travis found the balance between doing work that excites him and making an impact. Now, he’s thriving in a role that not only leverages his background but also drives real change.

What you’ll leaRN

  • The importance of being honest with yourself about a job or career that is no longer a good fit
  • How to reach out to your support network for guidance during a career change
  • How to thoroughly consider your options when you receive a job offer
  • The significance of aligning your work with your values and taking risks to find fulfilling work

Success Stories

They went from a total comp package of $165K to $359K. Wow! Wow! Wow! I’m over the moon right now and really in shock! They reiterated how I was worth every penny and said “You can find anyone with technical expertise, but someone with your disposition and DNA is hard to come by! We can’t wait for you to join the team and are so glad we could make this work for us.” I can’t thank you all enough for your coaching, encouraging support during these last few months! I’ve landed the role of my dreams along with the comp I wanted and knew that I deserved.

Jessica , Chief Learning Officer, United States/Canada

when I went through Career Change Bootcamp and starting to work through all of this – deep diving into what I wanted to do, my strengths and ideal career profile but then this opportunity presented itself! I went “wow, this checks almost all my boxes on the ideal career profile and seems to be a really great match.” You've heard this so many times from people you talk with – The journey is not what you think it's gonna be. You think it might be a straight line from A to B, but it's like a jagged curvy line that can go all over the place. Follow where things are leading and be open, because you just never know what's gonna be around that next corner. I'm so excited. I am the chief philanthropy officer at the Community Foundation of Western Nevada. And that's really kind of a dream job.

Karen Senger, Chief Philanthropy Officer, United States/Canada

Travis Moore 00:01

I didn't really know what I wanted to do with my life. I had gone into this new career that I was like, "This is it. I'm making great money. I've got all this opportunity. I get connected with all these high level people." It was like the thing that I thought that I wanted, and it wasn't. And it was terrible, and it was a bad experience, and it was something that I definitely didn't want.

Introduction 00:30

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you, figure out what does, and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:53

Do you remember those quizzes they had a stake in middle school, or maybe for you, early high school, that matched us with our career path that we should probably be on forever? My results said I should be an architect or a dentist, or I can't even remember what else, doesn't matter, right? But life would be a lot easier if we just took those results and that was the exact career that would fulfill us for the rest of our lives. But unfortunately, that's not how it works. And the journey to figuring out our calling can take a lot longer than we expect, and it leaves us feeling pretty lost at times. If you're in one of those spots where you're feeling lost in your career or like you don't know what the next right step is, this episode is for you.

Travis Moore 01:00

[01:43] I've got to figure this out because this is supposed to be like the best experience of my life, and it's going to be like a big builder, and it's going to be a game changer for the trajectory of my career. And it sucks.

Scott Anthony Barlow 01:54

That's Travis Moore. Travis had been all over the map working in healthcare, but still felt like he was called to do more and kept getting pretty bored in every role he held. He is a registered nurse, a board certified healthcare leader, and holds a doctorate in nursing and health innovation, yet he still felt like he was lacking his "why", and thought that if he could just figure out that one thing, then he would finally feel like he'd reached his career goal. Spoiler alert, these days, Travis finally feels at peace with where his career is, but it's not because he found that one single thing that he's going to do for the rest of his entire life. He did land a really awesome opportunity, but we're going to get to that. Pay attention to how Travis got to the core of what he truly wanted out of life and overcame his limiting beliefs. Here's Travis talking about where his healthcare career originated.

Travis Moore 02:43

So I grew up in a pretty rural town in central Virginia, on the Blue Ridge Parkway. And then I became an EMT when I was 16, and right after high school, got a job in the emergency department, working as an EMT as a ED Tech. And that's kind of like how it all my career started really.

Scott Anthony Barlow 02:59

Interesting. So that's where your career started. If we go way back then, what happened from there? What was the next step?

Travis Moore 03:07

Yeah. So after I became an EMT, my first job was working in the emergency department. I wanted to be a paramedic. That was the only thing I ever wanted to do when I was in high school. So I became a professional firefighter paramedic for a while, and really felt this sense that I wanted to do more that I felt like I had gotten really good at what I was doing, and I wanted to expand my horizons, think a little bit further outside of the box, and go a little bit further upstream in healthcare. So I looked at nursing opportunities because there was transition programs to transition from a paramedic to an RN in a shorter amount of time, and it was a defining moment that really has established the foundation for the rest of my career, which is deeply founded in being a nurse right now.

Scott Anthony Barlow 03:43

Clearly there has been so much that has happened since that point in time. That's a really fun start. What led you down the road of deciding that healthcare was no longer for you? Something happened along the way. What happened in between there and now?

Travis Moore 04:02

There's really not a single defining moment. It's an evolution. It's progress. It's a journey. And I got into, eventually became a nurse, worked in the emergency department, worked in a couple intensive cares, and consistently felt like I had gotten good at the skills of being a nurse, and I really enjoyed, loved taking care of patients, but I felt like I was in a box and that I was doing the same thing over and over every day. So it caused me to kind of continue to move upstream. And so I took a job as a Director of Nursing at a home care company, and that was a really defining career move for me because it really helped. It was my first taste in entrepreneurship and getting into a business, and we had 400% growth in the first two years being with the company, acquired two more agencies, rolled out a bunch of service lines, and I really enjoyed that. But again, I hit that ceiling where I was like, "I'm ready for more. And I really want to diversify my experience and how I can execute on things." And so then I went and became a management consultant. And that was probably the farthest away from healthcare, like actual patient care, that I ever been. And I was bringing this wealth of experience and knowledge and background in the healthcare world and this education, and I'm trying to figure out how I can use this in like a meaningful way to be able to drive sustainable changes in health systems. And I was quickly bogged down by the business of healthcare and the business of consulting, and really didn't feel like I was able to deliver the kind of impacts that I wanted to make, and didn't feel like I was able to have had the spaces of autonomy that I really was used to in that startup world in this new consulting role. And I had a really hard time communicating with my superiors the vision that I had and the strategic thought behind some of the decisions that we were making. And at the end of the day, the work that we were doing was so much higher level and not closer to the problem where I really thrived in being, and it left me super, super frustrated.

Scott Anthony Barlow 06:01

So when you say impact, is that what you're referring to that it wasn't close enough to the problem to really feel that connection in the way that you wanted to? Tell me about it.

Travis Moore 06:12

I think, yeah. I think that is a part of it. I think that, moreover, I really wasn't able to align my company's incentives with my incentives, or the things that I feel like we're going to be value drivers in our health system. And a lot about being a business consultant is about providing a perspective, and that is sometimes just a perspective, and it doesn't matter if it's a good perspective or not, it's a perspective they're paying for something. And that didn't drive with me, and I did not want to provide perspectives because based on a timeline, if I didn't feel like we had enough information or had enough insight to be able to truly give a perspective, and that seemed to take a backseat in a lot of the conversations that I had during my time in that world, and it was really frustrating not to be able to dive deep enough into these problems to really thoroughly understand them to then be able to provide the recommendation. And it seemed like we started with recommendations, and they would figure out how to back into the solution later, which was incongruent to the way that I think about things, and that I think, on a very personal level, things should be done. And trying to reconcile that was just an arduous challenge that I was not successful at doing, and I was not able to really find alignment between my value set and my value structure and my personal mission vision and values to with what the company was doing on a day to day practice. And it was extremely frustrating. And to be completely transparent, it was like the first time in my life that I had things like the Sunday scaries and that I had no freaking clue what I felt like my job was, or how I could deliver effectively and be able to prove my value. I have all this education, all this experience, and I can't figure out how to use it in this context because every time I try to use it, I'm told, "No, that's wrong." Or, "No, that's not what we're looking for. We need something more." And it was like I equivocated to playing battleship with, like, no feedback, and it's like, "A7", "No, that sucked." "Okay, great. How about B5?" You're just throwing stuff out to the point where you're just throwing stuff out that you don't even know you don't have any strategy behind anymore, because you're just like, "Well, I use strategy and it didn't get me anywhere." Then it just is, again, not something that I aligned with because I feel like the product I was delivering was not useful and it wasn't meaningful. And ultimately, I could see that in a lot of the conversations that I had with clients and really the perception that business consultants get when you walk into, especially healthcare organizations, and they're just like, eyes roll immediately. And I completely felt that. And I was like, "I don't want to be one of those guys, like, I don't want to be part of the problem. I want to fix the problem." And so it was a it was a tough time for me personally and it was also, to give it some context, this is also during the pandemic. So I got offered this job the week that the world locked down. And so I didn't have the normal onboarding. I was working completely remote. All of my previous jobs have been working in person, surrounded with people, interacting with people. I am an extremely extroverted person to get a lot of my energy from that interaction. And then moving from that kind of world into a world where I don't feel successful, I don't feel heard, I don't have that energy, the world is on lockdown, so I can't even do like the normal things that I would do outside of my job, and I'm working from home for the first time in my career, and I was just like, completely done. After working there for about a year and a half, I was on antidepressants for the first time in my life, I was in therapy, and I was just like, "This is just not good." And even when I had these conversations, like, my doctor about getting on like antidepressants, she was like, "Do you feel like your job might have anything to do with it?" And I'm like, "Well, I don't know. It's a job. I've got to learn, and these are things that I don't know, and it's a new environment, and I just got to continue to trudge through, and I'll eventually figure it out." To now looking back where I was like, "Absolutely, that had a lot to do with it", because I think most people, and especially nurses, really resonate with the work that they do, and it's part of like, your calling and part of who you are, and it's an outward expression of what you do and who you are as a person and your value to the world. And when you're not able to express that, and you don't feel like the value you're delivering is like meaningful or what you want to do, it really breaks into who you are as a person. And especially in this environment, in the pandemic, where you ain't got nothing else going on because you can't do anything else. So it's like work, and then maybe some zoom sessions with your friends to try to keep your "social connections" to the world. It was just super, super hard.

Scott Anthony Barlow 10:33

That is hard in so many different ways. And I'm also curious what took place between where you're having that conversation with your doctor, and you're like, "Well, I don't know if my job has anything to do with it, or I'm not really sure. Maybe... I don't..." to the point where you learned what caused you to begin to recognize and then begin to do something about it? What took place?

Travis Moore 10:58

Yeah. So I think it was something that I thought it was like, "Sure. For sure, my job has something to do with this. But is this a reason? Like, am I just going to quit because it's hard?" And that was the bigger piece for me to try to come to terms with. And I recently read a book that was called 'Dip' by Seth Godin, and that really exemplified where I was at in that job, "Okay, do I need to quit and protect myself? Or do I need to go through the 'Dip' because of what's potentially on the other side?" And that was like the question that I asked myself every single day. And I started to reach out to people because I was like, "Okay, I'm struggling. I need some movement." "Do I stay or do I go?" Like, that's the question at this point. What's the value that I'm going to get if I stay past this 'Dip', or what part of me am I losing by staying through this and how is that going to ultimately impact my trajectory in 10, 15, 30 years from now? And I started reaching out to people inside the company that I knew I had been assigned a mentor, and I had developed relationships with people that understood the value of my perspective. And I was going to them, and being like, "This is the struggle I'm having." A lot of people related with me and the challenges that I was having at the time, and I built some really strong relationships that I still have to this day. And then going outside of the company and talking to people, and competitors that have similar roles and asking them, "Are they feeling the same way?" And a lot of them did. What are things that I can focus on to make this a better experience for me, or to really capitalize on my time here so that this is not just like a black hole in my life where it was just like, "Oh yeah, that sucked. I don't want to go back there." But to really try to turn this into, "What's the value?" Maybe it's not a positive experience. Maybe I'm not going to be for long. What's the value that I'm going to be able to take away from this experience? And seeing if I can, in fact, turn this around, and if I can stay through the dip. And that's really part of that whole process when I started, when I reached out to HTYC and initially started coaching with you guys. It was really out of that despair, desperation. I've got to figure this out because this is supposed to be like the best experience of my life, and it's going to be like a big builder, and it's going to be a game changer for the trajectory of my career, and it sucks. So I've got to figure out how I'm going to either work through this or figure out what the heck I want to do with my life. And so that's how I originally started listening to your podcast, and that's what kind of got me hooked, and listening to some of the other people that had similar experiences and what they had done to mitigate their challenges and their transitions out of one career to the next. And I wasn't really sure that I wanted to leave, like, I love being a nurse, and I wasn't really sure that I wanted to leave nursing or leave healthcare, but I knew that I didn't want to be a bedside nurse, and I didn't want to be any one of the traditional nurse leaders or managers or directors. I remember very distinctly when I was in grad school, was my second semester, and I did an internship going into the program. I was like, "I'm going to be a CEO of a hospital, or I'm going to be a CNO, Chief Nursing Officer, at least." That's where my ambitions are. And I got into the program, was in my second semester, and I did a shadowing experience with the chief nursing officer, and was like, "Oh, my God, your job sucks. I would never do this. This is terrible. I don't want to do this at all. This is like what I do times 1000 and it's like, this is not the kind of position that I want to do with my life." And so I remember after that experience, going to my advisor and being like, "I think I'm going to change into the nurse practitioner program because this is not... I thought I wanted to be a CNO or CEO, and I've seen that now, and no thanks." And I remember she sat back, she was like, "Well, my goodness, that's amazing." She was like, "It sounds like grad school has already paid off for you." And I was like, "It's not the response I was expecting." And she's like, "Well, think about it." She was like, "You imagine you had spent your career a couple more years that a manager, a couple years as a director, a couple more years as the vice president, and then finally you get into this role 20, 25 years down the line, and that's when you realize that you didn't want it. You know?" She was like, "So you've saved maybe 20 years of your life and two semesters of grad school." She's like, "It's a pretty awesome ROI, if you think about it." And I was just like, blown away by that and had to sit back and chew on that. And was like, "Okay, all right, maybe you're right. Maybe I do need to continue to think more broadly on what it means to be a leader and what it means to be an innovator, and how I can use my background and my experience to really create the kind of impact that I want to create in the world." And so all of these things coming together, and that's when I originally reached out.

Scott Anthony Barlow 15:23

As you got to the point where it's like, "Okay, I know that I need to do something about this." You started taking a number of steps, you were reaching out to people inside, outside your company, you started working with us, you have all of these different areas to create traction, we'll call them. What was the hardest part for you in going through and identifying, "Hey, do I want to stay? Do I want to go? What does an amazing next step look like?" What was the hardest part for you in making this type of career change?

Travis Moore 15:53

I think the unknown of what am I giving up. And trying to understand, what am I giving up if I leave. And then thinking about that on the other foot of, what am I giving up if I stay. And trying to forecast what you think the value of what you're doing is into your future. Because I have done a lot of hard things in my life. I completed nursing school in one year. And if I didn't die during that, I can do anything, is what I tell myself. And I'm willing to put in the work and the stress and the effort to get towards a goal, but I also have to know that that goal exists, and that this is actually driving towards that and is going to be a value to me, and I'm going to have ROI for this sweat equity that I'm putting into this. And so that was the framework in which I was approaching this decision, but I had no idea what is the value of staying here for three years, five years versus one year. What am I actually going to learn? And I had to break it down into little tangible things of like, "All right, I can get better at facilitating communication or a conversation. I can get better at telling a story to a client. I can get better at utilizing data to support my communication." Those are little specific things that I was like, "That's what I'm going to focus on and try to get out of this experience." And at the end of the day, ultimately, I remember, I had my first conversation with my first coach at HTYC, and I essentially was like, "Hi, I'm Travis. I need to quit my job, and I need someone to tell me that it's okay." was, I think, basically what I was trying to get. And I was like, just dying to get the conversation started because I wanted someone to tell me, "Yeah, it's okay. You can quit. It's going to be fine. We'll find you something better." And that wasn't the response that I got from the first coach. And it really was good because it then pushed it back on me, and it was like, "nobody's going to make this decision for you", which is ultimately what I was aiming for, was someone to tell me, "Yeah, it's okay. You can make this decision, and we support you and you're making the right decision." And I needed to come to that decision to myself, and I needed to be able to make the determination like, "yeah, no, this sucks", and you're not getting out of it what you want to get out of it. And furthermore, it's really deteriorating your mental health, which is the foundation for everything else that you do in your career and in your personal life. So ultimately, after that original conversation, I did resign from my job. And I had no idea. I did not... I just woke up that day and was like, "Yeah, I can't do this anymore. This is not working." I tried many different teams. I tried many different clients. And that's what I kept saying to myself, "Oh, maybe it's the team, maybe it's the leader I'm working with, maybe it's the client I'm working with." And ultimately, I changed again. And I was like, "This is the exact same." And my last project was like, really in my wheelhouse, and I still felt terrible. And so I was like, "It's time to go." And I remember thinking to myself, like, "Okay, well, I've been toying with this decision for, like, I don't know, six months to leave. So this is not like a new and I'm not being reactive." And I know that looking at my career history, like, I think the longest job I've ever had to date is two years. So, like, I know I have a propensity to leave positions, but I said, "You know what? I'm going to wait tomorrow. If I still feel the same way, and I'm still as fervently, you know, opposed to working here, as I am in this moment, I'm going to quit." And I woke up the next day and I still felt very fervently against working there, and I was like, "Well, I guess, I'm going to resign." Had no idea what I was going to do, what my next job was. I knew that I was a nurse and that I could always fall back on that, I could always go back to caring for patients the bedside, and maybe that's what I needed to do. And I started looking at like, travel nurse positions and pretty in positions again. And of course, I had been away from the bedside for a little too long for most places to be like, "Oh yeah, come on back." So that was a bigger challenge than I thought. But then someone had connected me with a leadership, an interim leadership, opportunity out in California. And I interviewed for that, and it went well. And so that's ultimately what I took but I didn't take the job until, like, I think I accepted the job on my last day at my previous company. So I had a solid two weeks where I was like, "Now what I'm gonna do?" But anything is better than this. So I ended up taking that position. And it was such a great opportunity for me because it was definitely was in a leadership position working directly with a team, and it was building a new program. And that amazing opportunity for me to be able to come in, work with a team, build rapport, build a team up, build a system and a process and implement it, and I got very positive feedback, was very well received by the organization, and really needed that opportunity to kind of dust myself off and be like, "Yeah, no, no, no, you're worth it. You're an okay guy. You have some things to offer."

Scott Anthony Barlow 20:34

Let me ask you about that, though, and just insert a comment here. I cannot tell you the number of conversations, probably over 1000 at this point, of conversations that I've had with people that we've worked with where they have talked to me about the impacts of staying in the situation like you did that had you questioning everything. And then I just heard you say, "I really needed that experience in that contract role", or you call it a temporary role, to be able to build yourself back up. And so I have two questions about that. One, do you feel like it needed to happen the way that it did for you? The length of time–you've been thinking about it for six months. Or do you feel like looking back, there was an opportunity to prevent that? Or do you feel like that experience actually allowed you to come out better off than if it hadn't happened? Tell me just a little bit about how you're thinking about that, first of all.

Travis Moore 21:29

Yeah. So I do not regret my decisions, and I do not regret going and working there, and I do not regret the opportunity the time. I mean, I think that's just my general framework in approaching life, like, you're in each moment of your life for a specific reason and to learn something. And you are the only person in the world that has your unique set of experiences, which is what makes you who you are and provides the value that you can provide to this world. And if you don't have those really challenging and really hard times in your life, you're never going to be able to hit the mark that you could make. And looking back in the context of like, knowing what I know now, could I have approached that differently? And the answer, I think, is no. I think that if I had known now what I knew then, I would have never done it. And then who knows what I had to learn during that time of my life that gives me the ability to do what I'm doing right now, and even more exciting, what I'm going to do in the future, and allowed me to have connections. And just having that kind of experience on your resume opens a lot of doors. And between those experiences, and just like the resume fodder, who knows how that impacts my trajectory in the future. So I think that, you know, as with most hard things in life, if you knew they were going to be hard, you might not start them. So it's best you don't know, so that you work through them instead of dancing around it. But so I don't think that I would have changed anything. But looking back, I have a colleague that's going through a similar situation right now, and she and I talk frequently. And so I've had an opportunity to really reflect back on this and like, "What could I have done different? What advice can I give her that would have made her situation different than mine? What things can I tell her to do to try?" And I keep coming up with, like, "I don't know what to tell you. This was my experience. This is what I did. This is what I tried. Maybe you should try it and see if you have a different outcome." But at the end of the day, it is all part of making me who I am and giving me the perspective that I have and the experiences that I have. I think it's healthy, honestly, to have bad experiences, because if you don't have the bad experiences, you'll never be able to resonate or connect with or relate to people that have had really bad experiences. And it gives you just like this appreciation and this better ability to empathize with people that are going through tough times, and is humanizing. And I think that, especially in the world that we live in, humanizing things is important. And having shared experiences, and even if they're crappy shared experiences, being able to connect with those people that are going through stuff like that, or been through stuff like that, and give perspective or advice, and most of the time trying not to be a silver liner and just be like, "Yep, it sucks. And I'm here", and that's it, to kind of like, wade through all the malarkey with people. So I think it gives you an invaluable lens, an invaluable experience, and gives you an ability in the future to do things you don't necessarily see how they're connected, and may never see how they're connected.

Scott Anthony Barlow 24:24

That's one of my favorite things about the work that we get to do with people, is we get to, in some ways, come in and help people put together all of those sets of experience–the great stuff, the bad stuff–but all experiences and tying it together in a really useful way to proceed forward. That's one of my favorite things. That's one of the reasons why I love this type of work for what we're talking about right now. Also on the flip side, to comment about something else that you mentioned, in many ways, you have to go through these bad experiences. We get many, many emails and questions about like, "Hey, have you ever considered going into high schools or things like that?" And while I think there's a ton of value in helping change the mindsets around what work is and what work can be in high schools, ultimately, I think a lot of people have to go through some bad times in order to really leverage those experiences fully for the future of their life, and I think that's part of what you were getting at. So I fully appreciate that. And then I'm also curious about what worked really well to be able to make that transition for you?

Travis Moore 25:33

So when I first started working with Liz, there was this definite like, there was a brokenness to be completely honest. I didn't really know what I wanted to do with my life. I had gone into this new career that I was like, "This is it. I'm making great money. I've got all this opportunity. I get connected with all these high level people." It was like the thing that I thought that I wanted, and it wasn't, and it was terrible, and it was a bad experience, and it was something that I definitely didn't want, and I was defeated. I felt small, inadequate, I had lost all of my confidence, and I needed to rebuild, essentially. Which is why I left the organization and did something that I felt was in my wheelhouse, to kind of rebuild myself, rebuild my confidence. But at the same time, I also had this new framework of thinking, and was like, "All right, I'm going to project manage myself, and I need to set up specific milestones, or I need specific milestones so that I can get to where I'm going." So my "what I want out of coaching" is I want to figure out where my North Star is, and I want a 15 step plan how to get there. And that's kind of like how I entered this. It was very operational, very tactical, and was just like, "I'll just get over it." The kind of like emotional aspects of making this transition and leaving this specific workforce and joining another, figuring out what the heck I want to do with my life. And I feel like working with Liz, like, really, the biggest value she gave to me was she gave me space, and she let me explore and think, and she gave me guardrails. Because one of the funny things that we would talk about, is she gave me the analogy of drilling wells. And she was like, "You're all over your front yard drilling wells." She was like, "But if you don't continue to dig, you're never going to find water." And just like, I was all over this place because I was acting really out of fear and out of insecurity, it was like, "I want to do this. I want to do that. No, I want to think about this." And I think the ideas range from like, I want to start my own coaching consulting firm, which I did, to like, I'm going to buy a hotel and run that. Or I'm going to join my dad's business, which I also actually did. So just like a couple of ideas came out every single time, and she was like, "Whoa, let's back up, pump the brakes a bit, and talk about why we want to do these things, or maybe focus on one thing and go deep before we come back up and go into to something else." So she provided that safe space for me to able to do that in a very non judgmental, very loving, supportive way of helping direct my thoughts and help me figure out what direction I wanted to go, not even like, the question was never answered, and still hasn't answered of what I want to be when I grow up. It's a journey. I'm where I'm supposed to be right now. But it was realizing that, and leaning into the journey and leaning into this, I don't know what step 10 is but I can see the next step, and that's the step that I have to take right now.

Scott Anthony Barlow 28:25

That's awesome. Okay, so after all of this wonderful work to define what you wanted, all of the drilling wells and exploring and trying to find the right well or combination of wells, even, tell me a little bit about where you're currently at, that is the right space for you right now.

Travis Moore 28:45

So as I'm making this transition, I launched my own business, and we're going through multiple iterations of that, trying to figure out that one of the other deficits that I saw is that I really needed to learn more about running a small business. And my dad was running a small business, and he was hitting some growth walls. And so I found an opportunity to join his organization as a corner of a welding and fabrication company in Central Washington. And I joined that really to start to build those little leadership skills, things like accounting and payroll and hire, the other mechanics that I had not done in my leadership background that were more entrepreneurial and really learning the business of running a business. And then I don't know, fate comes knocking at my door and somebody in my network reaches out to me is like, "Hey, I have the perfect job for you. Will you consider taking this position?" And I'm like, "Oh, thank you. Not really interested. I'm kind of, like, focused in this area of my life and growing my businesses." Now, mind you, I had no like, investors or capital to speak of, I was just had, like, a prayer and a good attitude that it was just all going to work out, and that somehow I was going to be able to fund my lifestyle this way. And so they're like, "Well, would you just have a conversation?" And so I had a series of conversations with different leaders for this position, and the position is to lead the healthcare category for Indeed.com, which is a large jobs board and the leader in really healthcare job seekers, the largest provider of healthcare job seekers in the US market. And so they were looking for someone who had experience both in business consulting as well as operational leadership, and was also had a clinical background. So had been in the space of the people that were actually looking for these jobs, the job seekers, and also the other side of the market, who said, market is the working with employers and being the hiring manager. So they were looking for someone who had this like experience on both sides of the market, as well as some consulting background. And I, because of my background, was like a unicorn for that position, and fit really well. And so I had some really good conversations with the hiring team about what I wanted to do and what I was experienced in, and what the value that I could bring was, and what I was not willing to do very aggressively. And they were like, "Yes, that's great. We love it. Every single step of the way." At one point, the hiring manager was like, "Hey, you know what? Why don't you take a look at the job description and just like, cross out anything you're not comfortable with and then send it back to me." And I was just like, blown away by this opportunity that I was being pursued so hard because of my experience and how everything in my life had kind of led up to this point of, "Wow, I am being aggressively pursued for this position that I really feel like I can make a difference in, and really feel like I could drive an impact. And I had to weigh that against but I'm running my own businesses. This is my world, right?" I've got these two businesses that I'm trying to get off the ground and grow, and that's what I want to do with my life. So this is really hard. It felt like I almost had to pick one of the other because I knew if I took this job, I wouldn't have as much time to devote to my businesses, and I don't want them to die off. But I also saw this huge opportunity to work with this an amazing company to really change the way that we hire healthcare workers in the United States and potentially globally. And I felt that because of the way the process happened, because of the way the interviews happened, because of the way that I was kind of brought into this opportunity, that it really aligned with my own personal value set and how I would want things to happen. And I was like, things don't just line up like this without it being meant to be. And so I ultimately decided to take the position with Indeed to help influence the way that we kind of market for job seekers in our current climate, which is ever changing, especially after the pandemic. And even still, after joining, it's getting into the organization, being the first of my kind, and trying to figure out what is my space in this world, where do I fit in with people that don't have similar backgrounds? And I'm the first nurse that the organization has hired to help lead some of these programs. And now the challenge is figuring out, how do I meaningfully insert myself? What is the value that I add? How can I add that and build these relationships to be able for me to actually execute on some of the ideas and opportunities that I've been able to see? And that's been fun and exciting and also ambiguous at a lot of places, an opportunity to kind of find my way in this kind of new world.

Scott Anthony Barlow 33:06

I think that is something that really fun about that and listening to it, is that had you not done some of the other work to be declarative in what you wanted and needed, then you either would have completely passed on the opportunity, or, let's say that you had even taken it and allowed other people to convince you to just take it because they thought it was perfect for you, then it would have been very, very different than, "Hey, go and pick out what you want", essentially like choose your own situation, choose your own career, choose your own job opportunity. And so kudos to you.

Travis Moore 33:41

Thanks. It was, you know, you're exactly right. And I think that all the experiences I had not gone through, the things that I had been through and had that opportunity, had that experience, really, to even get this job, and then had the experience with working through what I wanted in my career and my life, and being able to reconcile that against taking this job or not, like it gave me so much clarity and direction and knowing that I made a very intentional choice, and not just like, "Oh, I happen to get this" or, "I happen to stumble into this opportunity", it was a very clear choice. And then when it gets challenging, it's like, "No, no. I chose this. I wanted this. I thought about this. I know how this fits into my life, and this is absolutely what I'm going to do. So let's just put those thoughts to bed and continue to do the work, continue to show up in this job and deliver the impact that I'm meant to deliver here." And then I get excited around, what is that? The journey and the excitement of discovery and figuring out what it is that I'm going to do and what's the impact that I'm going to make, and how can I change somebody's life today is kind of a motivating thing that re-inspires me. And when I'm having these days where I'm like, "Oh my God, I don't want to show up. I don't want to get up, I don't want to be involved", it gives you this new breath of fresh air and little wind under your wings, as it were, to be able to get up and show up. So I think that my biggest advice is to show up for yourself, know that you're worth it, know that your value in the world is important, and we need you to authentically show up as yourself in order to change the world.

Scott Anthony Barlow 35:12

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest. Take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address, scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like. And the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 36:05

Here's a sneak peek into what we have coming up in store for you next week

Speaker 3 36:10

It felt like I was wearing 2000 pounds of bricks. I felt depressed. I had major brain fog. Any action I needed to take, felt like I'm wearing this backpack of bricks trying to take the steps necessary.

Scott Anthony Barlow 36:30

Back in 2005, I was working in a job that had me considering driving into a ditch or jumping out a second story window, nothing fatal, but enough damage to give me some time off work. Crazy, right? Well, after gaining 50 pounds through medicating with food and multiple anxiety attacks, I was pretty desperate for an escape. When I wasn't thinking about how to collect worker's comp, I was internally screaming, "There has to be something better than this!" There has to be. And since then, I've talked to many thousands of people who felt just like I once did. And this shouldn't come as a shock or a huge revelation, but your job, your work, should not make you physically or mentally ill. Work shouldn't suck the life out of you. Actually, it can do the opposite. It can add excitement, it can add fun, it can add purpose, it can add fulfillment, and so many other positives to your life.

Scott Anthony Barlow 37:29

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click subscribe on your podcast player so that you can download this podcast in your sleep and you get it automatically. Even the bonus episodes every single week, sometimes multiple times a week. Until next week, adios. I'm out.

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Career Clarity: The Journey To Discovering What You Truly Want

IN THIS EPISODE

Kristy embarked on a sabbatical in Europe, expecting to find the career clarity she desperately sought. Despite her high hopes for an “aha” moment during her travels, she returned home still uncertain about her future.

However, her journey to career clarity didn’t end there. By reflecting on her experiences and understanding what she truly wanted and needed from her work and life, Kristy achieved the clarity she was looking for.

She identified her passions for wine, travel, history, and culture and realized that her ideal role would need to incorporate these elements. With this newfound clarity, she took bold steps to create a role that aligned perfectly with her aspirations, ultimately pitching this dream position to the CEO of a wine tourism company.

Her initiative and determination paid off, as she successfully developed and secured her ideal job!

So let’s break down how she actually got achieved some clarity around her career, since her 7 month sabbatical in Europe didn’t do the trick (psst, clarity almost never works like that).

Figured Out What She Wanted and Needed 🤔💭 Kristy spent time reflecting on her experiences and realizing what she truly wanted and needed from her work and life. This self-awareness was the first crucial step toward achieving career clarity.

Identified Her Passions and Incorporated Them into Career Ideas ❤️‍🔥 She recognized her deep passions for wine, travel, history, and culture. Kristy began to explore career ideas that would allow her to integrate these interests into her professional life, ensuring her work would be fulfilling and aligned with her true desires.

Created the Role and Approached the CEO 💼 With a clear vision of her ideal role, Kristy didn’t wait for the perfect job to appear. Instead, she took the initiative to create a position that matched her passions and skills. She then approached the CEO of a wine tourism company, pitching this dream role with confidence and determination.

Career Clarity Unlocked 🔓 Kristy’s efforts paid off as she successfully developed and secured her ideal job. Today, she embodies career clarity, working in a role that perfectly aligns with her passions and allows her to live her dream every day.

Today, Kristy gets to live out her career dreams. Her daily work tastes as sweet as a tawny port dessert wine. Delight dances on her tongues as she says her new title, Chief Communications Officer for Winetraveler. Kristy is the perfect example of a phrase we say all the time at Happen To Your Career: People who are willing to do unconventional things end up getting unconventional opportunities. You just have to decide… Are you willing to do the work? Press play on Kristy’s episode above to get inspired!

Kristy Wenz 00:01

We were actually leaving for a sabbatical in Europe, and I knew it could be gone for seven months, so thought that this would be a great opportunity to kind of really explore things, come back and know what I wanted to do. And of course, that didn't happen. I went over there with, you know, high expectations of I'm going to have that 'aha' moment, and I'm going to come back and know exactly what I'm going to do.

Introduction 00:26

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you, figure out what does, and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:52

Over time, you've definitely heard the word clarity come up as it relates to careers, career change, everything in between, and certainly once or twice on this podcast. The interesting thing is that most people think clarity means knowing what you want. And it does, in a way. But interestingly enough, clarity comes from the root word, which is the same root word that declares uses. So when you think about clarity, it really is about declaring what you want. In fact, declaring what's most important to you. That's what creates the knowing what you want. Now here's also an interesting thing, you can't get you to your ideal role unless you know what ideal means for you, what's most important for you. And the truth is, most people just don't know what they want or have the courage to declare what is most important. One of my favorite success stories about landing an ideal role comes from Kristy Wenz. Kristy traveled around the world thinking that she would be able to have clarity at the end of that. She was visiting wineries, tasting wine, and she learned that she loves wineries and wine. However, she still came back without clarity. We got the opportunity to help her answer the question and declare what she really wanted. And once she figured it out, things really opened up for her.

Kristy Wenz 02:16

I didn't figure it out, and I'm still here at home. Am I ever gonna get out of this place? And so it got ugly for a little bit. And it was a struggle. And it took a while for me to kind of get a hold of myself and say, "Okay, I need to do something about this, that I can do something about this."

Scott Anthony Barlow 02:33

Kristy had a very successful career in PR for about 20 years before she just kind of hit a wall. And she really found out that the work was no longer satisfying to her, and she started experiencing emotional problems, even physical problems, before she finally realized she had to move on to something that suited her better at that point in her life. Kristy does a great job of articulating her struggle to understand what she wanted, and I want you to listen, because she explains how she figured it out.

Kristy Wenz 03:04

I actually started in house marketing, you know, decades ago, and then eventually led to public relations, and I worked for a small boutique agency, and yeah, I liked it at the time–it was exciting, it was new. I learned a lot, made some fantastic connections, and ended up staying in that industry for 20 years and eventually owning my own business in that industry. So it was interesting to have my own company and be able to design that in a way that fit my lifestyle. But it wasn't satisfying enough for me, if that makes sense. I eventually kind of learned as much as I could learn, kind of, hit a wall there, and there was nowhere for me to advance anymore. I could take on new clients and new projects. So it still had diversity, but it was in an industry that, frankly, is not very exciting to me. There are some things I like about it, but it's kind of vanilla and doesn't get very exciting. And it was just there was really no upward mobility. It kind of lost its luster to me at that point. And the thing that held me to it was the flexibility that I had. I was able to work from home and work with people I wanted to work with. In terms of my own company, clients were a different story, but the flexibility is really what kept me going. I was able to work from home, be with my kids while they were young, and that just really made a huge difference in my life. And I wouldn't trade it for the world. I mean, we had some amazing vacations. We had time at home with the kids, and so it seemed to be able to kind of keep up with my career and have a role that I was content with, I wouldn't say happy with, but I was content with. And then, gosh, I really kind of started to realize that, you know, this isn't really what I wanted to do. I had an opportunity to go. I had an opportunity to go in house with a client a couple days a week. And the first year of that was so thrilling and exciting. I was creating a marketing department. They had one that was really low production, low morale, they were losing people left and right. And so I got to come in and own something and turn it around and turn it into a successful program. And that was... I loved it. I was, you know, out with people in downtown, and that was all very exciting. But again, in that same industry that I was kind of getting tired of, so I knew that I needed something more, and this gave me a little bit of that. And so I kind of wanted to start exploring. And at that time, we were actually leaving for a sabbatical in Europe, and I knew I was going to be gone for seven months, so thought this would be a great opportunity to kind of really explore things, come back and know what I wanted to do. And of course, that didn't happen. I went over there with, you know, high expectations of I'm going to have that 'aha' moment, and I'm going to come back and know exactly what I'm going to do. And I did not.

Scott Anthony Barlow 05:45

Let me ask you about that, though, because we encounter a lot of people that want to take a sabbatical and feel that same way going into it. For the ones that do actually go forward, they feel that same way, like, "if I just create the time and space, then I'm going to get, you know, that 'aha' moment, or that clarity, or then I'll be able to immediately come back." But almost all of them that we talked to before and after that have done that, you know, and done that without anything else in there, kind of have the similar type experience. They don't have the clarity, or don't have the 'aha' moment if they're just going over there expecting that to take care of it. So I'm curious what your experience was, and why you thought that was that you didn't come back with that aha moment.

Kristy Wenz 06:31

That's a good question. I don't know why I didn't come back with that. I mean, the experience is definitely amazing. I wouldn't trade it for the world. It was, you know, it was difficult being in foreign places with small kids, and as a family, the four of us were always together all the time. Really didn't have any breaks from each other. So it was a really intense kind of experiment as a family. And I wouldn't trade it for the world. We met just amazing people. Had so many fantastic experiences learning about different cultures and histories, and so we had a lot of amazing things out of it.

Scott Anthony Barlow 06:59

Intense is the wrong word, by the way. We use the same word when we have traveled with our kids in the past four... Yes, it's amazing and also intense.

Kristy Wenz 07:12

Right. Yeah. And moments you wouldn't trade for the world, and then others you're like, "Why are we doing this? Are we insane?" It was nuts. But, you know, it's almost like hitting pause on life for a minute. We kind of got to take a break from all of our responsibilities and schools and activities and things like that, and we really just got to hit pause and be together. So that part was amazing. I expect that I would have more time to kind of dive into my inner workings and figure out exactly what I wanted to do, and do some major thought work, and what areas I really wanted to come back and what I liked. And I did do some of that, you know, I kind of was able to pull out of myself things I knew needed to be a part of my career. Like I knew I wanted to write, I knew I wanted to communicate with people. I knew I wanted to somehow be involved in food and wine and travel if I could, because I love how it brings people together. So I knew that needed to be a part of it. I didn't know what it looked like at all. And so when I came back and I found myself doing my same things again, back at my same job, back at, you know, our same routines, that's when it really kind of hit me that, you know, that I didn't have that 'aha' moment. I'm still, I'm back to where I left, and I don't want to be here. And at that point it kind of, it turned ugly for me, you know, to be honest. I was not in a good space. It was, you know, I had some depression, I had some resentments and anger. And, you know, it all stemmed from the fact that I didn't figure it out, and I'm still here, and how am I ever going to get out of this place? And so it got ugly for a little bit, and it was a struggle, and it took a while for me to kind of get a hold of myself and say, "Okay, I need to do something about this, that I can do something about this." And I would have starts and stops, and I go get some books and read about things I could do, and then I would start to do some things and get sidetracked, and then just be like, "Oh, it's just a waste of my time, anyway. I've got too much going on." And, you know, it's easy to distract yourself. And so I found myself getting involved in things that weren't fulfilling but kept me busy. And so for the next, I would say, until this spring, really, I have lots of starts and stops. And then I hit the point this spring where I just decided, "Time's up. I've got to do something, and I'm the only one that can make it happen. Certainly, people around me can support me, and I can find resources to help me, but I need to take that step and stay committed to it." And I did. It's been fantastic since.

Scott Anthony Barlow 09:41

Do you remember, if anything, was there one or a series of things that caused you to eventually have that realization that, "Hey, nobody else in the world is going to do this for me, and I need to do it and stick with it", like, what finally happened that caused you to have that? I'm going to call that an 'aha' moment too, but maybe it actually..

Kristy Wenz 10:00

Right. Yeah. It was probably more of, you know, somebody beating me over the head moment before I actually, like, realized what was happening. I had gotten so stressed to the point it had started to affect my physical health of having back pain and neck pain and, you know, all kinds of random pains. And so then started worrying that I was sick, and it, you know, went through this whole cycle, and it was stress. It was just really stressed. And so it really kind of took, like said, it took a hammer over the head of my body to just had to say, "Stop", and for me to step back and say, "Nope, I need to address it, or I'm going to end up sick and miserable." And I really didn't want that. So it was a combination of that. And then I was doing some dabbling into some part time work, and that wasn't going where I wanted it to go. And I just had this moment where I was on a trip, I was doing things I liked, I was traveling, I was working in food and wine, but something still wasn't right. And I was on one of the trips, and I almost just started crying as I was walking down the street, and that's completely unlike me. And I thought, you know, "It's time. Like everything is just lining up. This isn't working. I need to actually sit down and make a decision." And my husband, I took a weekend away in March, I think it was, and talked about things, and we had been saving up and kind of getting ourselves in line for me to be able to take some time and do some research and really figure this out. And so we decided it was time to do it. And it so happened, and this was kind of a weird coincidental thing.

Scott Anthony Barlow 11:31

It always is.

Kristy Wenz 11:32

Yeah, exactly. I had reached out to you in 2015, I remember, and did some initial work on what you want in your career. And since then been signed up to the emails, but I believe they were going into my spam or I hadn't seen them in a long time. And honestly, after that weekend away with my husband, it popped into my inbox again, and it was the bootcamp email that it was the last day to sign up for bootcamp. And I was like, there we go. And talk to my husband, and he's, you know, "Absolutely do it. Just sign up" and that was it. So there were a lot of things that led into it, but it was that email just showing up that day, right after we had had that conversation, that it was just like, "Okay, this is time. I'm on the right path."

Scott Anthony Barlow 12:13

Well, I think what is amazing about that though, Kristy, is it was not a small or, yeah, it was not a small series of events that led up to you being, like, how do I even say it, did creating the right time and space for you to be open to owning it in a completely different way than what you had before, and looking at it through a different lens than what you had before. And, in all honesty, like, it looks different for everybody in terms of, like, the journey to get to that point, but you've done a phenomenal job in getting to that point. And clearly it was not always easy, and many times it was rough to even get to the point where you were ready to look at things differently.

Kristy Wenz 12:57

Exactly. Yeah, it's a mind shift. I mean, you really have to be ready to kind of change the way you think about things in a lot of respects. And that's not easy to do, definitely not easy to do.

Scott Anthony Barlow 13:09

What do you think was the hardest part for you to have that mind shift, or what do you think was the element that was the most impactful, but maybe difficult for you in terms of what that mind shift actually looked like for you?

Kristy Wenz 13:26

I think the hardest part was convincing myself that I could do it, you know, and that I was smart enough to do it, and that I was capable enough to do it, because I had been doing the same thing for so long, I had this doubt that I would be taken seriously in a different industry, or kind of, because it really was an industry shift for me. So I was very scared about being taken seriously. And are they just going to think I am just some nut that just wants to do this just because, and I have no experience, and it didn't... That was the biggest shift, I think, in my mind that I had to, and going through the program, it really helped me to kind of outline all the accomplishments and all the things that I have done, and look at them in different ways that they don't just, I think, it was in the... I don't know which step it was, but where you have to list out all the things you've done, and then it wasn't just about stating your responsibility, but as a result of that responsibility, what came from that, what successes did you create, what impact did you have? Once I started to draw all that out, it was really kind of able to see, well, I could apply that to all these other different industries as well. It's not just this industry, and I actually have done a lot of things, and once I started to put it all down, it really kind of helped me to see that, yeah, I do have value, and can bring value to a new company in a new industry, that I have ideas and intelligence and thoughts, and I can apply it all somewhere else. But I think it was just getting over that fear of doing something different and doing something out of my routine, and that's something I had normally done or even thought about doing. So getting over that fear was probably the biggest shift I had to make. And, you know, I remember going through it, when we had to write what's going to be the thing that derails you through this process, I knew it was going to be fear. At some point that was going to get me, and it did. There was probably a good three or four week period where I really just kind of avoided the program altogether. It was like, "Nope, I don't know what's going to happen." And just kind of started to go in that stop mode again. And had a call with my coach, and after I hung up the call, it was like, I just felt that energy and excitement again. It was like, "Nope, I got to keep moving." Like, I just have to keep the momentum going. It's when I slow down that the fears can start taking over my thoughts. I just have to keep going. And I did. And it was shortly after that, everything else manifested– the job offer and all this stuff, and it all came together very quickly after that. But again, those starts and stops and the fear can just really start to get into the thoughts and into the mindset when you're not moving forward, when you're slowed down, it's easy for that to kind of take over and fill you with the self doubt again.

Scott Anthony Barlow 16:06

What you just said, I don't know if people, as they hear that, will realize how meaningful and impactful that actually is. And I just want to take a moment and repeat it because that's one of the things as we delve into the science behind this stuff that causes people to propel themselves forward and actually do things that they previously thought were impossible. And one of the things that you just said was it was continuously moving forward and rolling forward that allowed you to move past the fear. And we talk a lot behind the scenes on our talent team about how do we help people build momentum, and how do we get rid of all the things that stop them from building that momentum. Because momentum is the surest way to allow you to move past fear, but it is also, when it stops, the surest way to allow those fears to creep back in. And it sounds so simple, and certainly there's more to it than just that, but it's one big element that we've seen as people feel like they're moving forward and are actually taking steps forward, even if it's small, and creating that moment then all of a sudden, yeah, not all of a sudden, but it gets you there.

Kristy Wenz 17:18

Right. Yeah, one way or there. It may not be a straight road, but it's certainly going to move you. When I read something somewhere at some point in all my research, and it was something about, you know, you can't catch the wind until you hoist the sail. And that just stuck with me, like, I've got to have my sail up so that I can catch it. And if I have to, no matter how small the step, I have to keep doing things every day, whether it's just updating my LinkedIn or contacting somebody that I worked with a long time ago that I can reach out to and connect with again, and just all those little steps, just even if it was just one thing a day to be able to kind of just keep putting one foot in front of the other and keep moving. And there are days that was hard. There were days, you know, you were faced with rejection, and it made me want to go backwards, like, you know, somebody would say, "No, I don't want to talk to you about that." And you can't take it personally, but it's hard not to. And so those types of things are in there too. So if it's hard, you need to say, "Okay, no, but this other one works, and so I'm just going to keep moving." It's not a straight line, and it's not easy, and you do face those rejections and those moments that don't make you feel good. But I was a big believer in celebrating every little, small victory no matter how small it was. Even if it was just calling someone I was scared to call, like, that was a celebration, because I picked up the phone and I did it. So I made sure to kind of reward myself along the way for the little steps too, because it just it made a difference and kind of reinforced the positive things that I was doing.

Scott Anthony Barlow 18:48

What did you do to reward yourself? Give me a couple examples of what you would do, big or small, to reward yourself. Because I think that's important. A lot of people don't think about that being a vital part of the process.

Kristy Wenz 19:01

Oh, exactly. Typically, it would involve opening a good bottle of wine. Usually the ones that we'd reserve for special occasions. It would be like, "This is a special occasion. I'm going to do it." Going for a massage, going to a spa, just little things I could do that way, even just getting outside for a walk in the middle of the day just to, you know, if it was sunny outside, and just go be in the sun. So anythings that I would enjoy that would make me happy, that I normally wouldn't take the time to do, because I'd be so obsessed on trying to find what I wanted to do, or getting lost in it, and just kind of taking a few moments to allow myself to do something I really like and enjoy the moment. So it was a lot of a combination, a lot of different things, but I would say, the most most common was digging into our wine cellar from our trip to Europe and all the bottles that we had saved, and that was a lot of fun to kind of go through along the way as well.

Scott Anthony Barlow 19:48

Well, I am a fan of that type of celebration. Similarly.

Kristy Wenz 19:55

Yep. And I think my husband enjoyed it. He was along for the ride. He wasn't planning about opening those bottles.

Scott Anthony Barlow 20:01

Another bottle? Well, okay.

Kristy Wenz 20:05

Every success is worth it. Definitely worth it.

Scott Anthony Barlow 20:09

Oh, that's fantastic. So I'm curious, through this entire journey, I would love to talk to you about as you started getting into really, well, let's back up for a second. You came back from your sabbatical knowing a few of the elements that you wanted to carry forward with you into your next role. And I think it's important distinction here because just like you said earlier, like you stayed a long period of time because you didn't want to give up that flexibility. But when we work with people, we think about it through a different mindset, we're thinking about it as, how do we carry forward the things that we want to keep with us, like that flexibility, and then how do we bring into it those other things that were missing in one way or another after we identified with them. So you came back identifying a couple of those pieces, and then did some great work to identify the other pieces that you need too. But then, once you had identified that, what did you do in order to begin to experiment with where you could create this type of career, or where you would belong?

Scott Anthony Barlow 24:11

What was one of those conversations that stood out in your mind, that you had along the way through the social Goldilocks type experimentation that was particularly helpful? And I'm going to ask you what made it so helpful?

Kristy Wenz 21:10

Good question. I kind of went down a couple different paths. At the time I was writing a monthly article for wine travelers. And so I was already kind of connected with them, and I knew that they were, you know, had a lot of things in the works, a lot of plans, and the more I would talk to them, the more I would kind of give feedback and engage with the CEO and we have a lot of great conversations. So that door was already open. However, I did not envision anything happening there other than I was just contributing articles, which I enjoyed doing. And I didn't even know if they would have any available positions, because it is a startup. It is a, you know, at the very beginning stages of being kind of the company that it is. And so I wasn't even sure what opportunities were there, if there were any, and if I would even be considered for that. So that one started more as a kind of a subconscious Goldilocks experiment, I guess. I started doing some of that with him, and then I also started doing it with some of my clients, my existing clients, and talking with them about different roles in their organizations, and talking with other people that are in communications in the industry I was currently in, and just really, kind of feeling people out and getting a sense of what's out there. I also connected with some people that really have been mentors over my career and kind of my cheerleaders, and talk with them about, you know, what are some ideas you have that maybe I haven't thought of, because there's just things out there that you don't even know exist, or maybe already have been in your consciousness. So how can you think about them if you don't know? And so in talking to other people that, you know, they would give me ideas and that I could consider. And from that, I started to pull out the ones I would get excited about, or the pieces of each of these roles that I found rewarding, or that I knew I would enjoy. And then a picture started to kind of take shape, for the first time in my life, of exactly what I wanted to do. You know, I always told my kids, "I don't know what I want to be when I grow up", but, you know, I still don't know. But going through this, I really was able to kind of create that vision of who I wanted to be and what I wanted to do, and when I would think about it, the excitement I would feel, I mean, it was just tangible. And so I knew I was on the right path, and a lot of it had to do with just kind of testing the waters and talking to lots of different people, and kind of just working through this whole process of exactly down to the minutiae of, "Do I want to commute? You know, how many hours a week do I want in the office? Is it important that I manage people? Or, you know, how am I going to work with...?" And that was actually one of the biggest concerns for me, is, can I work for someone? Being as I've had my own company for such a long time. Right? Exactly, like, am I going to be able to be an employee? Or, you know, how is that going to be to have that kind of a relationship again? So that was interesting, kind of testing all of that out. And it just really, it was a matter of going in and is this, you know, chair too big. Is this chair too, like, what's the fit for me. And, you know, I was able to really kind of define everything after that process.

Kristy Wenz 24:24

I think probably the one that had the most impact on me was with one mentor in particular, and she was a former client, and the one that I had actually gone and worked in house for a few days a week, and she had been my superior in that role, and I just really respect her. I mean, her whole career path, she has really created for herself and continually created positions for herself to get her where she is. And she is, you know, a huge champion of supporting people along the way. If you don't like your job, she wants to help you find something that you will like. So she really always had a positive, kind of inspirational effect on me. And we went to lunch one day, and I told her I had started this process, and I had no idea where it was going to go and what it was going to look like. And she just really reinforced for me, she's like, "Well, here's all the things I think you're good at. Which ones do you like?" And so we really kind of talked about that. And she just started naming all these different roles and companies, and she's like, "Have you thought about this? Or, how about that?" And so she really kind of opens my eyes to more possibilities that I hadn't even dreamed of, like, "I never thought about that." And, you know, she said, "Why don't you talk to this person?" And so she really kind of opened the door for me to see that there's a lot out there that I hadn't even given thought and just what those possibilities looked like. And she really... and she kind of pushed the momentum angle too, you know, she was like, "You know, what's your timing?" And I thought, "I don't know. We've kind of set aside a year for me to explore." And she just looked me straight in the eyes, and she said, "You do not take a year." She's like, "You don't wait that long. Just keep going. We need to do this now." I'm like, "Okay, I'll do it. I'll listen to you." And she was just, "Don't wait. Trust me, just don't wait." She's like, "You've got the momentum, go." Okay. So I left that lunch... Exactly. And I left so energized after that lunch. I think that was probably one of the most inspiring conversations that I had. Just that, "Don't wait, and here's all the things you can look at. The world's your oyster. Just go. There's a lot of opportunities out there." And she was a cheerleader through the entire process. And if I get stuck, I'd send her. And she was very open about that too. You know, "If you get stuck, shoot me a note and I'll push you." She's like, "Whatever you need, I'm here." And so that really helps. And that validation too, that what I was doing was that I wasn't crazy, that I'd get stuck, that everybody gets stuck, and that you need people in your corner to cheer you on. And it was a great conversation.

Scott Anthony Barlow 26:52

That's amazing. And it becomes evident as to why that was such a helpful conversation, too, in terms of... as well as all of the challenges. And then on top of that, being able to understand some of those different places that you could be a fit. Because that's one of the things that you said you struggled with earlier, is trying to say what you do and what you have done, some of the things that you're great at and have experience in can translate into other areas. And we get so many people coming to us and asking for that exact same thing. But what people don't realize is that so much more of it that nearly every one of us realizes is actually translatable.

Kristy Wenz 27:35

Right. Yeah. Oh, exactly. And that actually just reminded me of... One of the other big things that really kind of helped propel me forward was the... At one point, we had to go and ask people in our life– colleagues, and family, and friends, and people that have managed us and that we've managed and different people to give five characteristics of what they think our strengths are. Which is a difficult thing to do to call and ask people these questions, and it's kind of embarrassing, and you feel a little, you know, like, "Oh, listen, I just hope they say nice things about me", but it was one of those things like, "Nope, just going to do it, just going to ask and see what happens." And then collecting the list of the responses and looking at it was really interesting, and eye opening. The amount of crossover, and it was from people in all areas of my life, from people that I work for, people that worked for me, you know, my family, people that I just acquaintances or had done projects for, volunteer work, the similarities that came out in all of their responses really were eye opening and things I hadn't thought of, like, things I didn't think about myself like, "Oh, really? Okay, that's an interesting." You know, like everybody talked about how approachable I am, that's, you know, came across in every single response. And I just thought there are things I wouldn't have thought on my own. It's hard to think about your positive, you know, "I know I'm a hard worker. I know I am on time and I get jobs." You know, you can think those things, but going beyond that, it's hard sometimes to think that way about yourself. So it was really interesting to see the responses. And that helped to guide to where, "Okay, where are my strengths and my passion is going to collide?" And so it was just a really interesting, I don't know, kind of path to go down and see. And it was a great way to kind of look back. And when I would get stuck to go back and look at that like, "Okay, you know, that's right. These are people in my life, think these awesome things. I can do this." And that was really encouraging part of the process, I think. As hard as it was to ask for those things, it was a really great part of the process.

Scott Anthony Barlow 29:40

Well, very cool. So share with people what it is that you're getting the opportunity to do now.

Kristy Wenz 29:48

Absolutely. I am officially the chief communications officer with wine traveler.com and it's sort of a hybrid of roles. It kind of involves operations as well as kind of the Chief of Staff and Goal, and obviously the communications piece. So it's really kind of a self created role that I designed with the CEO of the company. And it's been fantastic so far. Things are going really well. I'm very excited and happy, thoroughly happy, for the first time in my career, perhaps in my life.

Scott Anthony Barlow 30:20

Wow. Well, that is no small effort on your part. I know that we got to take along for the ride and participate on the journey, but let me first of all just say congratulations. Because I don't think you and I have actually talked since it has happened, other than over email.

Kristy Wenz 30:38

Exactly. The official. After I rang the bell, got to ring that awesome bell. Pretty awesome. Yay.

Scott Anthony Barlow 30:44

Why was this such an exciting role for you? What about it really lined up with what you wanted? Because you did some amazing work identifying what would create an ideal career for you. But this lines up in so many different ways. So what are some of those ways?

Kristy Wenz 30:58

Oh, there's so many. I mean, it really kind of picks all my buckets. I love travel, I love wine, I like history and culture. So I knew that had to be a partner. I wanted that to be a part of whatever I did. I also needed something that was going to be flexible and allow me to work remotely, kind of on my own hours. I put in a lot of time, but it's at my schedule, which is wonderful, especially as a mom. So that was a huge piece for me. And this really allows me to do all of that. I get to write, I get to be a manager, I get to, you know, jump in with ideas. I have a seat at the table, and work with a dynamic group of people that are really amazing, and that was important to me as well, just working with like minded people, people with similar values and kind of had the same goals and missions that I did, and really everything fell into line. And I honestly did not think it was possible even six months ago.

Scott Anthony Barlow 31:51

I know. That's so phenomenal. But it wasn't like prior to six months ago, and even before that, you know, this was far, far from a reality. But here's the question that I have for you. You know, since you went through such a range here of going from, "hey, I'm in the mind space where I'm not sure if I'm ever going to find this flexibility again. So I don't think I can do anything different", all the way to completely flipping it and going, "I'm going to decide what I actually want in my life, and then I'm going to go and get it", which is the polar opposite end of that. What advice would you give to other people that are maybe closer to that fear type space where they're like, "I'm not sure if I've got a great, you know, I've got... it's not what I want necessarily, but it's a good thing going for myself." What advice would you give them to move past that so that they can experience what you've experienced with being able to decide what you're going to do and go and get it?

Kristy Wenz 32:53

Oh, good question. I would say to, you know, again, celebrate those small steps. And because every door is an opportunity, every exchange is an opportunity, you know. And I look at it this and I still think about it too. There's a chance that the role I'm in now could end up not working. And that was kind of scary, too, but the process works, so I know I can do it again. And I don't want to think of anything as the end, you know, it's always a journey, it's always a process. And if this isn't the end, that's okay, still it's an experience on my journey that's going to change me and shape me and open new doors that I didn't even think were possible. So I think just really understanding that, you know, there's things out there that you don't even know are possible, until you start to take those steps. Because I seriously could not have envisioned this six months ago. You know, we had an exercise of, you know, create your perfect day. And I couldn't have envisioned this. I mean, I had ideas but I, you know, there's no way I could have made this up at that time in my head. But each small step, just really, it introduced me to another person, that introduced me to another person, or gave me an experience where I was able to say, "Oh, wow, I really enjoyed that." Or, you know, "I like doing this", and so that's interesting. And just kind of learning something from every experience, every encounter, every exchange, and looking at it, and just, you know, seeing what works and what fits, and kind of, I guess, being a serious learner along the way, it was really helpful just to remember that this is a journey, and it's not an end, You know, it's our lives, just keep moving forward. You know, I look back and I look at all the things that I've done, I couldn't have imagined any of them, really. And so just remembering that it's not a road to an end. It's just all part of the journey. I think is helpful. And I would say, just ask. Just do it. That was so counterintuitive to my own thinking at the time. I never would have just asked. You know, I can't ask for what I want. Why would I do that? If it's not available to me, why would I ask for something that's not available? And my coach just said, "Just ask. Why not just ask? What are you going to do if you don't ask?" And that kind of hit me, like, you know, "If I don't ask, it's not going to go anywhere. And if I do ask, and it doesn't go anywhere, it's still the same spot. So it's, you know, it's not going to hurt." And so it was a very big change for me to just ask, and it's been incredible. I mean, I did just ask, and it works. And there are times I ask and I get a counter response, but it's a response that you can engage with then and, you know, it starts a conversation. So it's never a bad thing to just ask. You know, hearing 'no' isn't an awful end of the road thing. It's an opportunity for conversation. It's a chance to ask questions, you know, a chance to turn it in a different direction, whatever it may be. So I think, just ask, and don't be afraid to ask. It's scary. It's terrifying because nobody likes rejection. But you know, to just be able to say it out loud and ask for what you want and not be afraid, I think, you know, once you do it a couple times, it gets a lot easier. But it's something everybody, I think, you know, if you just do it, just ask, and I think it'll it opens just so many different doors.

Scott Anthony Barlow 36:16

Most of the episodes you've heard on Happen To Your Career showcase stories of people that have taken the steps to identify and land careers that they are absolutely enamored with, that match their strengths, and are really what they want in their lives. If that's something that you're ready to begin taking steps towards, that's awesome. And we want to figure out how we can help. So here's what I would suggest. Take the next five seconds to open up your email app and email me directly. I'm gonna give you my personal email address, scott@happentoyourcareer.com. Just email me and put 'Conversation' in the subject line. And when you do that, I'll introduce you to someone on our team who can have a super informal conversation with and we'll figure out the very best type of help for you, whatever that looks like. And the very best way that we can support you to make it happen. So send me an email right now with 'Conversation' in the subject line.

Scott Anthony Barlow 37:09

Here's a sneak peek into what we have coming up in store for you next week.

Speaker 3 37:14

I think it's scary because the stakes are higher. Like, I was more invested. I finally found something that was fueling my passion, got me excited every day, and so to leave it was scary.

Scott Anthony Barlow 37:26

Making a career change is not a happily ever after. Even though sometimes it can look that way, going from an unenjoyable draining career to finding your ideal role can feel like the happy ending of your favorite RomCom. What they usually don't show in the movies, and what we don't often get to cover in the podcast, is the work that comes after. Learning to thrive in your ideal career often includes continually pivoting and experimenting so that you make sure that you're optimizing it in a way that aligns with your vision.

Scott Anthony Barlow 37:58

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click subscribe on your podcast player so that you can download this podcast in your sleep and you get it automatically. Even the bonus episodes every single week, sometimes multiple times a week. Until next week, adios. I'm out.

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How to Get a Raise When You Negotiate Your Next Role

on this episode

When you receive a job offer, whether that’s for a career change or even an internal promotion, you are in the absolute best position to increase your salary or add benefits. 

When a potential employer extends a job offer during a career change, they are typically emotionally invested in having you join their organization. They’ve likely spent significant time, resources, and effort in the hiring process, and they’ve chosen you over other candidates.

But how do you approach the conversation? What exactly do you say? What do you ask for? 

First, you must know what you want and need out of your career. What do you need to live comfortably? What are deal breakers and must-haves? 

The next step is doing research on the organization, role and industry to know the market norms. What does the company usually offer as far as pay? What about their benefits? Think about time off, parental leave eave, and you can get really creative not just salary, but a work computer, iPad company car, and many other things.

The key is to know what you want, do your research, and confidently ask for it! In this episode, Scott gives tips on how to negotiate when you’ve received an offer. He walks you through the negotiation and gives exact language and scripts to use. Listen now!

What you’ll learn

  • How research and creativity play into a great negotiation
  • How to increase your salary and/or benefits through negotiation
  • What to do in each step of a negotiation & exact verbiage to use
  • Strategies for transforming a potential “no” into a productive partnership

Success Stories

I had listened to the Happen To Your Career podcast for several years before reaching out to Scott about getting career coaching. I'd been in my role for nearly 10 years, wanted to stay, but felt like it was time to renegotiate. What I expected/hoped for was maybe a 10% raise MAX, as I was already near the top of my salary range for the area. Scott pushed me to ask for more, helped me feel confident I was worth that ask, and coached me through how that will probably go, what to say, when and how to say it, what not to say, etc. I walked into my boss's office prepared and he knew it. As my request went higher up the chain, they knew it as well. My preparations and HTYC's great coaching paid off, in a few week's turn around time I was given a 20% raise, and renegotiated job duties which will help me enjoy my job even more! I highly recommend both their podcast and coaching services, Scott and his team are the real deal!

Justin, Engineer

I greatly appreciate your help in bringing this along because I wouldn't have had the confidence to negotiate and to be where I am today without the help of a lot of other people. You played a really significant role in it. I'm not going to be that everyday person that hates my job, I'm going to stretch and I'm going to aspire to be better and I'm not going to make that everyday salary. Thank you Scott for putting this out there for all the people that are trying to do a little bit better and trying to go a little bit farther. This is awesome. I love this. This thing that you do, the whole HTYC thing, from the paperwork all the way down to the podcast and just helping people understand that there is success out there and it is attainable but you've got to work for it.

Jerrad Shivers, Market Manager, United States/Canada

Thank you for guiding me through the negotiation process of asking for a raise. Even in this economy you convinced me to follow through. I also appreciate your thoughts on what I should include in my portfolio; it made the difference in the value added that I was able to present to my supervisor.

Ken Russell, Career Placement Coordinator, United States/Canada

I have worked my entire career in behemoth companies (Hershey, Kraft, Pepsi), but I never felt like my creativity could really be stretched. I was often told I have great ideas but there was no way they would happen. So I found myself really discouraged and wanting a more challenging, creative career. And to top it off, I’m making almost $40,000 more a year. I certainly don’t expect that kind of increase every time I make a career move, but I knew my skill value and what I bring to the table. I held my own and negotiated. Now my salary is on par with my male colleagues.

Julie Laughter , Senior Manager, Sustainability

Introduction 00:05

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you. Figure out what does and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:29

Out of all the things that we get to do here at Happen To Your Career, I have a lot of favorites, I gotta tell you. There's one thing that I almost always make the time to do, because it's absolutely fascinating to me. It's fascinating because of the psychology that goes on behind it. It's fascinating because I love to look at it as a gigantic social experiment. It's fascinating because I want to see how far I can push the boundaries in some different ways to really understand how we work and think as human beings. And this particular area is negotiation. This is really one of my favorite topics. Yes, I know that makes me a weirdo. I'm 100% okay with that. I absolutely love it. I can't stop doing it, quite frankly, because it's so fascinating to me. Even the, oh my goodness, just in the last week, my kids are getting into hockey, and then negotiating on hockey equipment just because I want to see how people react. And this is something that really plays a massive difference into you, your career, your life, your lifestyle and, ultimately, many of the choices that you have.

Scott Anthony Barlow 01:51

Today, let's focus on how you can create a higher degree of monetary resources just through negotiation. And here's a question for you. When do you have the most power, the very most power, to negotiate in your job, in your role, in any company that you're working with? Think about it for a second. When do you possibly have the most power? Yeah, if you haven't already guessed it, out of all the possible times, the very best time to negotiate your pay, your job, your terms, anything else, is when you're making a career change to a new company, and a new job specifically right after they've made you an offer. Well, why is that? Well, let's talk about a few truths here from their perspective first. Well, once you get to the point where they've given you an offer, it's a pretty big deal for both you but also for them. Very often, they've spent a huge amount of time going through the process to decide that they want you. And this is a really important factor not to be overlooked because they're emotionally invested, and they've decided it's going to be you in the role, not someone else. And depending on your level, the level of the role that you're interviewing for, likely, they've had other people involved in the process, too. And they probably had to have different levels of approval from their boss, or maybe finance or HR, the CEO or someone else, and it's going to be a little bit dependent every time. However, somebody else probably had to say yes in some way or commit to you so they're not going to be very excited to change anytime soon. Because of that, and a variety of other reasons, you have more power to negotiate now, at this time, than any other point of time. Keep in mind though, this is only after they make an offer. None of this applies while they're considering it. None of it is trying to negotiate by the way. Well, they're considering making an offer, not all that particularly helpful. Which is why, you know, throwing out the first number isn't necessarily advantageous to you. In some states and in some places in some countries, that's not legal now, doesn't follow the regulations for them to ask about past salaries. However, there still are a variety of places on earth where it is perfectly legal and well utilized. Okay, but first, let's address that first question head on. When does the actual negotiation process start? When does it begin? And what is the discussion? So it's really simple, but I've seen very experienced, very intelligent people miss the mark on this one because they're so excited about a job or a company and they have started to have some results and gotten good feedback and maybe somebody told them, "Hey, you're on your way to an offer." Okay. So you do not start the compensation in terms negotiation discussion, until you have an actual offer in hand. If they haven't actually given you terms, or if they've said, "Hey, we're going to make you an offer, but there isn't an actual offer yet." It's only going to hurt you to try and negotiate at this point. However, if they've said, "We're going to give you $104,000 and we would like to offer you the job", then that's different. They're now giving you actual terms. Many companies may email you an offer letter, some will even snail mail it, some will verbalize the offer over the phone, because they don't want to type it up, they don't want to type up the actual offer until it's been verbally accepted. But at the point in time where they tell you that they are offering you the job, here's what I want you to do, because very often that is in person or over the phone conversation. I'd like you to first express gratitude, then express excitement and interest, and then ask for time to consider and agree on a timeframe, and thank them profusely. And here's how that conversation can sound in that order. It might sound like this, "Thank you very much. I really appreciate it. I'm really excited about this opportunity, I think that is going to be a great fit. I also don't make big decisions like this immediately on the spot. I always want to make sure that I'm in 150%, before I give you a firm, yes. And make sure that this really truly is the offer that I want. From everything I can see, I think the job is a great fit and the company will be too, so I'm really excited about that. But can I get back to you in five days? Thanks so much. I really appreciate it. I'm super excited about this." So it can sound like that. And that was really simple, very simple conversation. Once you're asking for time to consider, it does a couple of things behind the scenes. And a lot of people don't think about this. This is some of what it triggers, it often allows the necessary conversations to happen behind the scenes. Your future boss might need to talk to the finance person or their boss, they might need to have discussions to see what they can do for you. If you ask for more, they might need to question, "Hey, what are our limitations, etcetera." It queue often some conversations that so when you call back, you can negotiate. A lot of people don't realize this. Okay, the second thing here is it causes them to realize that you may want to negotiate in the first place. Most companies expect it, but typically only a small percentage do. Usually they're going to be expecting that in one way or another. And you not accepting it, point blank, indicates that there may need to be negotiation going on here. If they didn't say they were going to mail you the offer letter, or didn't give you the details for how that offer is going to get to you in a written form, then specifically asked for them to email you the details of the offer. Even if they weren't planning putting together a specific offer letter, this will force them to put it in writing for you. And if they balk at this in any way whatsoever, you can just say, "Hey, it doesn't need to be something incredibly formal. I just want to make sure that I understand exactly what the offer is, so that I can get you a firm yes, or ask you any questions or let you know of anything that doesn't line up, and then we can have a discussion about that. But I want to make sure that I understand that because there's no way I can say, yes, unless I understand exactly what the offer is and what's entailed with it" Okay, by the way, at this point, congratulations, because you've just received a job offer.

Scott Anthony Barlow 08:34

All right, now that you have the specifics. If the monetary compensation doesn't fit your desired level, the next piece of the negotiations planning will be research. You know, what are the market norms? What does the company usually offer as far as pay? What about their benefits packages, time off, maternity, paternity leave? Try to look at it from a total compensation perspective. And you can get really creative by the way, not just salary, but vacation, iPad, company car, many other things, right? Get as creative as you want. I personally, for my situation, have negotiated pretty large amounts of paid time off, because that's something that was very important to me. An example of that, I made a career change, and we were going to have a baby. And they didn't have paternity leave available for people who were there less than six months. So I negotiated a bunch of time off and they made an exception just for me. It was actually pretty easy for all of us to do. And it worked out really well. And my boss felt it was the right thing worked well for me. I came into the job, was there a month, and then took about another month, maybe it was five weeks or so, time off to be with the new baby and my wife and my family. And it was part of the negotiation. It wouldn't have happened in that same way had I not brought it into the negotiation. So the question becomes, what can sweeten the deal for you? Anything that can make it a better deal is something you can ask for. Doesn't mean that they will be able to say yes, necessarily, but the more creative, the better. And it can make it work. During your negotiations conversation, when you call back with them or meet with them again, here's how that needs to go in order for them to be able to have an opportunity to say yes to any part of what you might be asking for. It's a little similar to that formula that I suggested earlier for the initial call. I want you to express gratitude and excitement, and then let them know it's a perfect fit, except for the areas that aren't, and then you can share why it's not. And by the way, if you don't have a blatant reason why it's not a fit, or it's not a clear reason why, like in the one case I negotiated a difference, because they were going to have me working in a different state, which had different taxes. And it would have made a pretty big difference to my salary. So negotiated more pay, and it was a pretty substantial, easy to understand reason, and pretty justifiable from everybody who is involved. In some cases, it can really just be that what I'm looking for is different than what you've offered. An example of that might be, your offering 85,000. What I really wanted in this next role change was 92,000. And that was the low end of my target and what I was looking to make a move to. So that's when the real question comes in. That's when the next question comes in. How can we make that happen? Or what would it take to make that happen? Now, there's a lot of psychology buried in there. And this is the part that I absolutely love, because that question ends up allowing you to begin it as a partnership. Very cool, right? Okay. So here's what that can sound like. It can sound like, "Thanks again for picking me for this role. I'm still really excited about it. And really excited about the organization and working with y'all. I think that it'll be a great opportunity for me. And I think it's a perfect fit, except for what I was really looking for." And this is, by the way, where you can insert the compensation, the benefits, the other items you want, an example of this would be, "I was really looking for a 95,000 instead of the 82,000 that you've offered me." And if possible, this is where you're going to provide the reasoning too, "The cost of living for shifting over to this area, and making a move is pretty drastically different than what I'm accustomed to. And I really want to make sure that I can take this role and feel good about this aspect of it as well. And also my research shows that most people are actually making 97,000 in this particular type of role with similar experience at similar organizations in this industry." And then after you have shared that, you can say, "How can we make that happen? Or what would it take to make that happen?" One of three things is going to happen at this point– they're gonna say, "Yes, we can do that. No problem, not a big deal, we'll take care of it." Or number two, they might say, "Let me get back to you in the next 48 hours. Or let me get back to you after we've had a chat here and see what we can do." By the way, this is the most common thing that will happen after you ask in negotiation. Or they might say some variation of "No, can't do it." And this is the part where if they say no, or something similar, the question becomes, well, what do you do? "What if they tell me no? Oh no." If you get a "no" answer, it might not actually mean no. In fact, most of the time, it does not mean no. It might mean, "we can't do that right now" it might mean, "I can't actually make that decision", as in the person you're asking right there is not authorized to make that decision, or "I was only authorized to go up to this amount." Or it might mean something different that we haven't talked about. The way that you're asking for them to do it, may not be something that they can do because of company policies or state regulations, or something else, which means that you might need to change how you're asking for it or speak to a different person, or change the playing field a little bit. And I had to consider when making job offers what other people made in the company. This was when I was working in HR leadership. We wanted to have fairness and equity as we brought people in. And that said, and even when I was considering all of those factors before saying, "Yes, somebody can make this offer in our organization or somebody can make that offer." No didn't always actually mean no. A lot of times there were ways to make exceptions to it. So here's some questions you can ask to help change that "no" into a productive partnership, where you're working to figure out under what circumstances could this be possible. So one question might be, "What can you do?" Or, "what could we do instead?" Or, "how could we make that happen?" Or, if it's not the right person to talk to, then you might say something like, "Who in the company does make that decision?" Or, "who do we need to talk to?" Ask this if they aren't the right person, "Is there anybody else that needs to be involved in making this decision?" So all of those are great questions to begin that conversation and continue it as a partnership. And if they aren't able to do it in the way that you're asking, you might not know all the reasons and asking, "what can we do instead" is a way to open up discussion about it and have a more frank discussion, and change it from a 'no' to a "helped me understand what else can we do and work a creative way around it." Okay, so I've given you some of the negotiation scripts, that same script and formula that I gave you is actually something that I pulled straight out of our bootcamp program, our Career Change Bootcamp program. At the time of this recording, we've only had three people that have ever gone in and utilize the processes that we teach there. And the scripts that we're talking about, and they have not had their organization willing to do something for them, willing to change that offer in one way or another, only three people. So what does this mean? Well, I take it to mean that, generally, just asking in the first place is going to get you most of the way there because many people don't ask because they're afraid at that point in time that the offer is going to be pulled away from them. And what I found is that that is really, really rare. Does it happen? Sure, very, very, very rarely. But it's unlikely to happen, because they've invested so much in you, unless you ask for something unreasonable like they've made an offer of 104,000, you're like, "Oh, wow, we're way off. I was actually looking for $497,000", then there's probably something you may need to have spent more time in the interview process. However, generally, what I found is that just by asking alone, they're going to be able to do something to, if not meet you halfway, go all the way to what it is that you're looking for, or you'll be able to open up a productive discussion, and maybe even turn that into an opportunity where you get a raise earlier than what you might normally have, as you move into the role. Okay, we've helped hundreds of people through situations, just like this, being able to get sometimes very, very substantial raises and increases as they go into negotiation. But I also want to be really clear with you that the scripts that I've talked about, yes, they work. Part of the reason they work is because just asking for something is going to make it much more likely that you're going to get it. That's part of the secret sauce. That's not so magic behind the scenes. However, the other part of it is, inside our Career Change Bootcamp program, we're teaching a lot of the psychology that leads up to that and teaching people even how to go about the interactions that they have, so that when they get to the negotiation phase, then it's even easier to be able to negotiate because they want you so badly in that particular role, and because of how you've handled the conversations and interactions up to that point. So I want you to know that and understand how and why some of those building blocks start to go together. And by the way, if that's something that you're interested in, one of the very best ways that we do that is through that program, it is a 16-week one-on-one coaching program, following a very specific 8-part framework that we've developed and perfected over the years to figure out a career that fits you, test it for reassurance, and then make your change. And many of the people that you've heard on our podcast, have gone through that program. And that's part of how they have moved from one role to another or from one industry to another or from one completely different occupation into another. So here's what I would suggest you, if you thought about making that change, you want to be able to get ahead, then drop me an email directly Scott@happentoyourcareer.com and put 'Conversation' in the subject line. And then I'll introduce you to my team. And I will be thrilled to pieces to connect you up with them. You'll have a conversation with them. Tell us a little bit about your situation. We'll work really hard to understand what you're doing and figure out the very best way that we can help, whether it be Career Change Bootcamp, or otherwise. It's what we do. It's what we love to do, and we'd be thrilled to pieces to help.

Scott Anthony Barlow 19:53

Here's the thing that I want to leave you with though in this particular podcast. Just by understanding what you want, and then asking for what you want, makes it significantly easier for you to be able to get where you want. So don't ever forget that. And start practicing asking for what you want and being really clear with yourself about what is most important to you, whether it's negotiation, or otherwise. And in short order, over a period of time, you'll start finding that you're getting a lot more of what it is that you want. Now, here's a sneak peek into what's coming up next week right here on Happen To Your Career.

Speaker 2 20:32

The idea of stepping off that track felt like I was stepping into an abyss. And I didn't really know where I would go next.

Scott Anthony Barlow 20:41

When I was a kid, I was often asked the question, "What do you want to be when you grow up?" You probably been asked this too. And back then, I thought this was a pretty harmless question. So I was always ready for it. Architect, obviously. That's what I wanted to be, at least for a while, until studio recording, and then the next thing, and then the next thing. And again, I just thought it was a harmless question. But many years later, I started to realize that it wasn't. I've come to realize how useless this question is, and how all it really does is teach us from a really extremely young age that we have to pick the exact career we want, instead of figuring out what our strengths are, and what's really going to make us feel more fulfilled and gathering experiences and mastery and all the other things that actually helps with fulfillment, happiness, enjoyment, and often the result of this very normalized mindset of the, "what do you want to be when you grow up?" The perfect thing is that when we actually begin to study for or practice, that one career that we've always dreamed of, if it doesn't work out, we're left feeling like we failed.

Scott Anthony Barlow 21:47

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

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How To Define Your Ideal Career When Making A Career Change

on this episode

Making an intentional career change isn’t about compromising or settling, it’s about figuring what it would take for you to thrive in your work and then going after that ideal career! In this episode, Scott is joined by career coach Ben Fox to discuss the work they do with clients to help them think outside of what they’ve ever imagined, or thought possible, to define their ideal career. If you know you need to make a career change but feel stuck not knowing what your next role could be, this is a must-listen! 

What you’ll learn

  • How to use the ideal career profile to define your career minimums and must-haves
  • Strategies to overcome mental barriers in the career change process
  • Practical insights into transforming your career by defining what you want

Success Stories

They went from a total comp package of $165K to $359K. Wow! Wow! Wow! I’m over the moon right now and really in shock! They reiterated how I was worth every penny and said “You can find anyone with technical expertise, but someone with your disposition and DNA is hard to come by! We can’t wait for you to join the team and are so glad we could make this work for us.” I can’t thank you all enough for your coaching, encouraging support during these last few months! I’ve landed the role of my dreams along with the comp I wanted and knew that I deserved.

Jessica , Chief Learning Officer, United States/Canada

during this last transition to Seattle, while working with Lisa, that help was just what I needed right then to go from where I knew I could go to where I got.

Mike Bigelow, Senior Project Manager, United States/Canada

Exactly 5 weeks from when I arrived in Canada I got a full time job, negotiated a higher salary and within the next 3 days I got another offer that pays 33% more. I am happy and very thankful to you, for you gave me support when I was looking and offered great tips.

Ingrid , United States/Canada

My favorite part of the career change boot camp was actually having some of those conversations and getting feedback and positive feedback about strengths. And to me that was key, because in that moment, I realized that my network not only is a great for finding the next role, it also is helpful to… they help you remind you who you are and who you will be in your next role, even if the current circumstances are not ideal.

Elizabeth , Digital Marketing Analytics Strategist, United States/Canada

Ben Fox 00:01

Along the way in your life, you are told "no." Or you are forced to do certain things that then close the door over time towards what it is you really wanted

Introduction 00:22

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you. Figure out what does and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:47

Here's one for you. What does thriving at work mean to you? This should be a simple question. But we find that most people are basing their answers off of what they don't want, or something that is better than where they're at now. An example. Well, I don't want all the office politics at work or I want more flexibility. Those sound reasonable, right? But even if you achieve them, you're probably far from thriving. This means that the biggest thing holding you back is that you aren't allowing yourself to dream big enough or specifically enough.

Ben Fox 01:24

We're not basing this off of any reality that you've noticed. We don't want to use what already existed. We want to dream. Dreams are from the collective unconscious. So we need to get into a different mindset.

Scott Anthony Barlow 01:40

That's Ben Fox. He's a career coach at HTYC. He's made quite a few of his own career changes, which include teaching, owning his own business, even acting. And if his voice sounds familiar, then it's because you've heard his full career story in Episode 496. We'll link that up in the show notes if you're interested in going back to listen. Ben describes coaching as working with people to stretch beyond what they thought was possible to achieve their dreams. I love that description. He's the perfect person to have on today to talk about how we work with clients to think outside of what they've ever imagined, or what they've ever thought possible to define their ideal career. More importantly, for you to be able to take some of what we've learned working with clients, and use it for yourself. Ben is someone who dreams very big. And as a coach, it allows him to lead by example, and help clients get clear on what their career must haves are and then to push through their mental barriers to figure out what is in fact an ideal situation, and what does that even truly mean. Breaking down what we call our must haves and ideals, when it comes to our career seems like a pretty simple concept, but the funny thing is, we limit ourselves much more than we realize, and we don't even know what's going on. And part of the reason for that is because we only know that what we have heard of or experienced ourselves, which means that if we don't have exposure to something, this creates a limitation that we don't even know that we don't know. In this episode with Ben, we walk you through specific exercises that we use with our clients, to get them to dig deep, and figure out what they would want, what they do want out of their career if there were no limitations. We also share the number one tool we use to help people identify what thriving looks like for them. So I want you to listen close as we go through this episode. But first, here's Ben discussing the problem that many people run into when they begin the process of defining their ideal career.

Ben Fox 03:48

It's definitely a challenge for a lot of people. And I think partially because people come to a career change having had to survive for so long and have this mentality of, you kind of get what you get, you try to get the best you can from work, but it's not necessarily there to give you joy or support your life. Like you have a function, you take care of it. So you take care of your family and they don't die, go homeless like extremes. I think that's true for a lot of people, at least mentally. Yeah.

Scott Anthony Barlow 04:32

I think what you say is true. So then when you're thinking about, like, how do you pursue, or even think about something that is not in those extremes? It's not the surviving. It's not the tolerating. It's not the, you know, I don't know, insert another word here that is on that extreme. And then when you're wanting to go to the opposite, and then say, how do I pursue something that is better or something that is exciting, that is something really challenging to just, like, flip the switch in so many different ways.

Ben Fox 04:34

Well there's a lot of conditioning, culturally speaking in the US, probably a lot of other countries too. You need to be grinding, you need to be setting yourself up so you don't fall into these pits of despair. The media doesn't help, of course. But yeah, these are not just family patterns. These are much larger societal things that I think a lot of people experience.

Scott Anthony Barlow 05:36

Okay, so one thing that we see all the time is that people will listen to the podcast, and they will hear of other people that have had these pretty amazing stories. And normal people, wonderful people that have had these really cool stories where over often many, many months, they have gone from being in that situation, whether they thought they had to tolerate all the way to a situation where it matches up with some of their ideals. And, you know, certainly many of the things that they want for their version of their ideal career. So the question becomes, you know, how does that even happen? And then also, how do we even think about this? And I know the goal for you and I today is to talk through functionally, how people can even think about what we often call ideals versus minimums. And we'll get to defining that here in a moment. But let's talk about dreaming first.

Ben Fox 06:48

One thing I assume when people walk through the proverbial door, as clients here at HTYC. One thing I assume is that they're not so thrilled about their current work situation. So there's a little more leverage. If you've made the decision to get help with your career, there's some line in the sand you have drawn, saying, "Hey, I'm kind of done with how it's been going." So it gives me a little more access to this person's ability to dream. And I'm just personally someone that dreams really big. And I've found, as a coach, it allows me to lead by example, by doing that. But I find that when we think of dreaming in the context, we're talking about Scott, it's a prerequisite for people to move away from the things that didn't serve them to a type of situation where they can live out their ideals, where they can use their strengths to do the work, and have the type of situation that they really want.

Scott Anthony Barlow 08:09

We use the ideal career profile as our tool of choice for identifying what would make up an ideal career opportunity for our clients. I invented this when I needed a way to represent what I learned about my own version of an ideal career for myself. We separated the ideal career profile into seven sections, which, if you've read the Happen To Your Career book, you know already that this aligns with the seven elements of meaningful work. These elements are contribution, flexibility, and autonomy, quality of life, growth, signature strengths, supportive people, and finally, values or what we value most. We're not going to go deep into what each of those are, every single one has its own definition and how it relates to meaningful work. However, we do have a bonus series where we walk through each of these seven elements and define them and go deeper into. You can actually find those links to the seven episodes in the show notes. So definitely check out the show notes, there's gonna be quite a bit in there that'll be relevant if you want to dig deeper into anything we discussed in this episode. But let's go back to the ideal career profile. Each of these elements is separated into two parts. If you want to visualize them, think about it as almost two columns. And on the left, we have what we call minimums. And on the right, we have what we call ideals. Minimums mean, what are your must haves or the deal breakers for each element of meaningful work? For example, when it comes to your values, what do you know you need to be able to have or do to show up as your complete self? What values do the people that you're surrounded by and the organization as a whole need to have in order for you to feel like yourself at work? If these aren't there, this is your minimum, and anything else would be a deal breaker. Otherwise, if you're accepting anything else, then automatically you are settling, right? Once you've defined your must haves, that's where you can start to dream bigger and focus on your ideals. You might ask why do we separate out minimums from ideals. The biggest reason that we found is that psychologically, we have a struggle to dream big and think about what could happen or might happen in the future if we have not already addressed the most pressing needs that we feel like we have. If we haven't handled the basics or drawn a line first with those minimums in terms of where we will and won't accept for us to be able to continue to have meaningful work, then it becomes really difficult for us to look beyond that, and actually start to dream. So this in itself, the way that we've set up the ideal career profile, and no, it didn't actually start this way, this has been a product over the last, I guess, ever since 2013. We've noticed that people struggle if we don't separate this out. So we've built it into the tools that we use, because particularly that ideals section can be one of the most intensive parts of the career change process. Why? Well, we find that when people start working through each of the areas of meaningful work, they're not able to get as specific as they need to in order to make it actionable for themselves. You may have found this too. I've struggled with it as well, that just means that we're all human. The funny thing is, when we think we're being specific, we say things like, "I want to be excited when I come into work each day." That sounds great. And that is true. But there are so many more layers to what you need to understand about what creates excitement for you, or how that's created, or what makes you most excited, or what even causes you to move through that up and down. Once you begin to understand these layers and the contexts, that's what allows you to get to what you really want, and what an ideal could be for you. One great example of this that we hear all the time when working through the flexibility and autonomy section is "I want a remote role." Here's Ben giving a great example of how he walks our clients through this and gets them to get specific on what they truly want.

Ben Fox 08:41

People will often say, like, "Yeah, I'd love hybrid or remote." And I have to clarify with them. "Well, you say hybrid. What do you mean by that? Do you mean that you would like the ability to go into an office whenever but primarily be at home and have the flexibility to choose where you are whenever? Or do you want a company that's like we are in the office Tuesday and Wednesday. And the rest of the day is your home or somewhere else?" And people are like, "Oh my God, I don't even know it could be that flexible." It's like, well, we're not basing this off of any reality that you've noticed. We don't want to use what already existed. We want to dream. Dreams are from the collective unconscious. So we need to get into a different mindset. And what I tell people is like if you had exactly what you wanted, what would that look like as far as location. And some people are like, "I want the ability to be anywhere in the world and do this work. And that there's an office that can sometimes go to see my colleagues because I still like to see them. Or if it's not an office that we meet a few times a year." I'm like, "Yes, that is specific." Now we're talking way different than "I'd like hybrid."

Scott Anthony Barlow 14:00

So if we're talking about getting super specific, when it comes to defining your ideal career, let me give you another example of what this can look like. Because it can be really hard to break down. One thing we hear all the time is, "I want to work in an organization that is mission driven." But when we start to dig, we discover that it's not just about an organization that's mission driven, often is about more than that. It's about things that are deeper or more specific than that. Let's play this out. Let me give you an example of how this normally goes when we are doing this internally with our clients. And you can use this progression for yourself. Is it going to be the end all be all or the magic pill or anything? Probably not, but it's enough to get you started so that you can think about this a little bit differently so that you can get to your own set of meaningful answers. Okay, so we start with, "I want to work in an organization that's mission driven." Well, that's fantastic. But what does that actually mean? What are the types of root missions that resonate more than others? Is it about your values? Is it about something that you value? Or is it about a problem that you're excited about solving? Or still, it could be about something else? But I just want to give you those two examples. So we start to say, okay, well, what are the missions that you identify with? Let's point to some that you identify more with in the real world. And maybe it's about something that you have personally experienced. Well, I recovered from, this isn't my example, this is an example from a client. "I was able to work through and beat cancer, and that is something I'd love to be able to help have an impact on with other people." Okay, that's fantastic. That is more meaningful than other types of missions. What other types of missions are meaningful to you? And it might not just be from the, it's impacted you negatively standpoint, although that's a great place to start looking when you're thinking about, like, what is the type of mission or problem that you want to solve or work on? But it could also be about like, what are the types of missions that get you excited that you find yourself already being drawn to? For example, maybe it is the impending change to electric cars. And that idea in itself, is something that you get really, really excited about and have been thinking about for years and sort of can't stop thinking about it. If that's the case, then that doesn't mean you should immediately go into the electric car industry. But what it does mean is that that's another sample. That's another data point to question, okay, what is it about that that gets me excited? Is it about that problem itself? Is it about the idea behind the technology? Is it about the fact that it is changing an entire industry, or entire section of the world? Is it about something else that we haven't identified yet? These are the questions to help you peel back layers in order to get specific enough. So we already covered a few what has been very challenging for you or emotionally a problem that you resonate with, because something that you've had a not so great experience with, or a terrible experience with in your life and overcome. Another area could be those things that you are drawn to, because you're particularly excited about it, and then start to break apart. What happens from there? Because those alone are probably not specific enough. People have a tendency to jump at the first thing. "Well, I should definitely go work in solving cancer. I should definitely go work in electric cars." But how can we get more specific? How can we continue to peel back the layers? So as we mentioned, what if you ask yourself, well, what is it about that, that you like? Is that true for other situations? Or why is it that you want that? Or how could we get even more specific about what are the contexts that are the situation? So this exercise of continually asking yourself questions to get deeper into the specifics of your ideal role can help you get past mental barriers, and you didn't even realize were there. I also fully recognize, like, this is part of the reason why coaching is one of the things that we do as an organization. Sometimes it's really difficult to do this on your own. I often work with a partner or a coach or somebody else, in order to help me recognize when I'm getting up against my own limitations that I can't see for one reason or another. Because I only know what's in my head. And so I recognize that. So working with a friend, working with a mentor, working with a coach, working with, you know, someone else often can help you dig deeper than what you might have done alone, because often you'll get to something that seems obvious to you and it's actually not the answer for what's going to make you happier fulfilled later on. Which means that, chances are high when you thought you've been specific enough, you need to get even more specific. And it's easy to see why often these come from assumptions that we've made about work, or how we grew up or what we've seen in society and they formed your thoughts around what work is for your entire life, just like the 40 hour work week, for example. Here's Ben again.

Ben Fox 19:51

One of the things I've noticed people get hung up on in this process too is hours that they worked. The hours and when. A lot of people come into coaching conversations, working more than what we consider full time, and I have to tell them like, "Hey, if you're working 60 hours, you're working time and a half, by the standards we've set a full time." And if people are coming in feeling kind of overworked, burnt out, when I get to this question of, "Hey, what would the ideal hours look like for you?" Like, "Oh, you know, full time's fine." And I have to pull them back, pull them out, show them, especially for, like, people who are becoming parents, new parents, and tell them, "Hey, listen, let's take everything you know about the way the corporate world is set up, and put it to the side." And if I said to you, "Hey, you can work however many hours per week that makes sense for you, and the life that you're creating, what would you then say? Would it be like, hey, I don't really want to work on Fridays. And I don't want to work more than 32 hours. And I'd like to be able to start at 10am because I have to bring my children to school. I want to get the full eight hours up and show up ready to work. And I'd like to end by four. Because I want to be a parent or I want to work out and explore my city, or pursue this creative art, like, I want to be a painter as well and I want to have time for that. And still get paid well. So I can live in this place I want to live in." Like, oh, okay, so we're not talking about nine to five, we're talking about, how do we allow you to have the lifestyle you want and how does that relate to your time? These kinds of innocuous little questions. How many hours do you want to work? But what do you want in terms of location? Are actually quite informative conversation starters where people coming from. Because so often, it's based on this history that was way less than ideal.

Scott Anthony Barlow 22:18

Isn't that funny?

Ben Fox 22:18

I think it's our job and this is the beginning. Yeah, it is funny. I mean, it's sad. I personally feel sad, that that's the case. But I feel so relieved that I can have this impact on people, like, "hey, it can be anything you want." Doesn't mean it's gonna happen exactly how we're saying right now. But we need your brain to open up in that way.

Scott Anthony Barlow 22:43

I think what's fascinating about what you're talking about is that when we come in as professionals, just even asking those what you call innocuous little questions like, what hours do you want to work? Or, you know, what does flexibility look like? It gives us a sense of where people are starting from in terms of gives us little clues into what some of their existing beliefs about what is possible are based on how they're answering those questions. Which is cool, because then I mean, every single person can only start from where they're currently at. And then to your point, that we get to make the impact of helping people think more broadly than that, or more holistically than that, or reimagining what they believe to be true. And I think that's really powerful and fun.

Ben Fox 23:37

I like that you said fun, because that's what was going on in my mind as you were talking. I literally feel like I'm in a playground, beckoning my clients to come down this slide with me into this ball pit, or jump on this trampoline. Like, I'm literally saying, let's have fun. And they're like, "Oh, no, I can't."

Scott Anthony Barlow 24:04

"I can't slide down on the ball pit. No, I don't. There's a lot of balls in there".

Ben Fox 24:10

Yeah, people have let society, culture, fill in the blank, create what these boundaries are. They're already created. Full time is a concept that has been created relatively recently in human history. And doesn't even hold for most people, at least in corporate America. They're working more than full time and they're okay with it because they're making a good salary. If we are not defining these things, they're already defined by other people and people who don't really care about what you want. So the space definitely showing up allowing people to be wherever they're at. And then yeah, like allowing them to take off all this baggage and slide into the ball pit with me.

Scott Anthony Barlow 25:01

Well, let me ask you about this then. What about if something feels impossible? Because that's something I've heard over and over and over again throughout the years, where it's like, you know, is that even possible like, or that doesn't feel like it's a possibility or that doesn't feel real or that doesn't seem realistic. I don't want to focus on that, because that doesn't seem realistic. Tell me about how you think about that.

Ben Fox 25:25

It's important to pick out the word "feel" here. This is often what in our heads based on our experience of our past we believe, in a feeling of impossibility. There's no way that could happen. I've never seen this, I've never experienced this, it just probably doesn't exist. And I think part of the work here when you start talking to a coach is feeling the impossibility. Like that's a heavy weight. My dreams equal impossible. Okay, there's something really important for us to uncover here. Because along the way, in your life, you are told "No". Or you are forced to do certain things that then close the door over time towards what it is you really wanted. So now this way of impossibility that you feel or experience or believe to be true, becomes the part of the prerequisite to actually getting the things that you want. We need you. And I feel this way right now, as someone who's stepping pretty fully, it feels like there's no way I can make this happen. And when I'm in those moments, and when I'm in those moments with clients, I have to remind them and myself like, "Hey, this is actually a good thing." The fact that it feels so hard and impossible means that we are clarifying where you're coming from, like your whole psychology as it relates to these things that you want. And I'll just speak again, personally, I had it in my head since I was young. Because I have a lot of artists in my family. If I wanted to be an artist to professionalize in this thing, or not do it. And I've known this about myself. And I've got to the point this year, or I said, "I'm done with that." I don't want to think like that anymore. I have so much fun when I act, I'm gonna go for my dreams now.

Scott Anthony Barlow 27:47

Making an intentional career change is an opportunity to create a vision of a career that truly fits your life. This process isn't about trade offs, like I wouldn't take less money if it just meant I was happy at my job. It's not about settling. It's not about toleration. If I had to go into the office three times a week, I could totally make it work. If you find yourself any things like that, then you're probably accidentally settling. The reason you go through all the time, effort, energy, to identify what you must have in your life and what is ideal for you in your career is so that you can get to the point of thriving. Now, the other thing to acknowledge here is that while this work may seem tedious, it has huge ramifications on whether or not you will find your version of your ideal career. Most people are not clear on what they truly want. And when that happens, it becomes difficult to find what you truly want, nearly impossible. But when you do understand what you want, it creates a competitive advantage for you because it helps you be able to immediately move closer and immediately focus on what you're looking for. Also, organizations and hiring managers will come in with their idea of what you need. But when you already know what your must haves and what your ideals are, you can turn the table and be able to integrate into the conversation and ultimately negotiate for what is the best possible solution for you and the organization you might work with. I personally believe that every person in this world at this point in time deserves a freaking amazing career. I really do. And it's more possible in so many different ways than what it was for people 20, 50, 100 years ago. And is it the same for every single person in the world? No, absolutely not. But the majority of us in many countries at this point, have this possibility. I think it's your responsibility to define what you want, and not waver because that's going to impact other people. It's going to impact productivity in the world, it's going to impact your happiness, which then gets passed on to other people. And spreading positivity is something that can strangely come from having a fulfilling career. Okay, if you want to get started on this, let me leave you with two things. If you haven't already been through our Figure It Out 8-day mini course, then I would encourage you to start there, we'll put this link in the show notes too. And what it'll do is it'll ask you a couple of questions every single day that will help you begin to create your own version of your ideal career profile that we mentioned earlier. Or you can go to our website, and it's right on the front page. Just click, put in your email, you'll get an email every day for eight days. And then from there on out, you'll get some of our most valuable resources right in your email box. So go check out the show notes for that 8-day mini course.

Scott Anthony Barlow 30:55

Now, here's a sneak peek into what's coming up next week, right here on Happen To Your Career.

Scott Anthony Barlow 31:00

Out of all the things that we get to do here at Happen To Your Career, I have a lot of favorites, I gotta tell you. There's one thing that I almost always make the time to do, because it's absolutely fascinating to me. It's fascinating because of the psychology that goes on behind it. It's fascinating because I love to look at it as a gigantic social experiment. It's fascinating because I want to see how far I can push the boundaries in some different ways to really understand how we work and think as human beings. And this particular area is negotiation. And guess what, I realized that we really haven't done very many episodes on negotiation whatsoever. We've been doing this for seven years. The Happen To Your Career podcast has been going on for seven years, well over a million downloads, and we've never, ever really done a sizable episode on negotiation and telling you how to do it. And the crazy thing is, this really is one of my favorite topics. Yes, I know that makes me a weirdo. I'm 100% okay with that. I absolutely love it. I can't stop doing it, quite frankly, because it's so fascinating to me. Even the, oh my goodness, just in the last week, my kids are getting into hockey, and then negotiating on hockey equipment just because I want to see how people react. And this is something that really plays a massive difference into you, your career, your life, your lifestyle and, ultimately, many of the choices that you have.

Scott Anthony Barlow 32:46

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

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Rethinking Informational Interviews: Stop Doing Them & Start Test Driving Conversations

on this episode

If your goal is to get a job, sure, you can stick with informational interviews. But if you’re after a fulfilling career that pays really well, then you must be willing to do things differently than the rest of the world.

The internet and self-proclaimed job experts have been chanting the mantra of informational interviews as the go-to solution for career change. But over the years, we’ve discovered that these interviews can actually throw up more roadblocks than solutions.

In general, we’ve never been big fans of following the crowd, and that remains the same when it comes to informational interviews. In this episode, Scott dives into why we’re not big proponents of this approach. Instead, he’ll introduce you to a game-changer that will bring you much closer to your career goals: test driving conversations.

Dive deep into the difference between test driving conversations and informational interviews, and learn how to pave your unique path to fulfilling work. 

What you’ll learn

  • The limitations of informational interviews
  • The importance of experimenting and staying open to self-discovery
  • Why test-driving conversations is a more effective and authentic approach than informational interviews
  • The step-by-step process of test-driving conversations

Success Stories

The role is meeting my expectations… totally owning the marketing function. And luckily the founder/president is always forward-looking – he just presented us a huge strategy doc for the next year. So there will be an opportunity for us to grow beyond our initial audience, which is great. I applied (against conventional wisdom!) and went through a lengthy interview process. I did use the resume/cover letter chapter quite a bit to customize what I used to respond to the ad. I also found that using the Interview chapter was super helpful in formulating “SBO” oriented responses, and I even used some of them in the interview. Having those “case study” type responses was really helpful and I believe cemented my candidacy. BTW – they hired me completely over Skype and phone! I never met anyone from my company (in person) until last week at a conference.

Erica Fourrette, Marketing Director

After working many years in aerospace as a Manufacturing Engineer, I wanted to move into a Program Manager role without ever holding a PM title or certification. Scott and HTYC helped me to showcase my relevant strengths and made me feel confident and prepared for the interview stage. I landed the Project Manager job I was seeking even though there were qualified internal candidates available. I was able to avoid a disruptive family move and am loving my new position.

Andrew Gagnon, Project Manager, United States/Canada

Scott Anthony Barlow 00:01

Look, if your goal is to get a job, fine, go ahead, do your informational interviews. But if you have a different goal, say, to have a fulfilling career that also pays very well, well, that requires you to do things very differently.

Introduction 00:21

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you. Figure out what does and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:46

When I recently searched informational interviews on Google, I found, guess how many– 890 million results. Just a few, right? It's also pretty interesting that searches for questions to ask on informational interviews continue to trend steadily upwards ever since 2015. For some reason, the internet, job experts, bloggers and the media, well, everyone is pretty successfully convincing us that informational interviews are the answer whenever we want to make a career change. And honestly, it's pretty easy to see why the definition for informational interview, and this comes compliments of the career onestop says, "An informational interview is a meeting to learn about the real life experience of someone working in a field or company that interests you." Which sounds pretty good on the surface, right? So why does doing informational interviews actually create obstacles when you're trying to make a career pivot or simply to find a role that fits you? I'm so glad you asked. Well, here's just a couple of the reasons. It turns out that when you say, when you do an informational interview with me, even though you're asking for information, even though you're trying to learn about the real life experience, many people are going to perceive this as you're asking for a job. And if you're asking for a job, that triggers a lot of responses that you probably don't want, like, being transferred to HR or being told, "I'm sorry, we're not hiring anytime soon." Also, what about when you're an executive? What about when you're in senior leadership? Many people have this perception about informational interviews that are intended to be for younger or less senior people, or people that don't have it all figured out. So what happens if you're looking to leverage your experience? Now we could argue whether or not it is right in the world to have those perceptions and implications that come along with informational interviews. But honestly, I prefer to help you understand that, in general, we don't recommend doing what the rest of the world tells you to do, especially informational interviews. And that's exactly what we're going to talk about in this episode. Plus, what you can do instead of informational interviews, and how to have it lead toward a career that fits you. We've already talked about a small number of the reasons that info interviews can be less effective. But I haven't told you what we recommend instead, in most situations. Here at HTYC, we recommend what we call Test Drive Conversations, which at first glance sounds just like an informational interview. But it turns out, it's a lot more than just semantics. Test Drive Conversations are one tiny tactical part of a much bigger picture when it comes to finding and doing fulfilling work. And if you've already read the Happen To Your Career book or listened to the audiobook, then you know that the path of fulfilling work that also pays you well, well, it only becomes possible when you move through four main milestones. And yes, we cover those in the book, but I'll just share them briefly for you right here. So number one is what we call "setting the stage". And that's allocating time and resources and support, basically setting yourself up for success through the entire process to actually hit your goals as opposed to just jump in and go. And then number two is what we call "profiling your ideal career". And this is creating and essentially proposing a hypothesis of what you believe will create an extraordinary career for you next steps and beyond. Okay, well, that leads into what we call "experimentation" Experimentation, the whole purpose of it is to reduce risk while finding out if you're on the right path for you. And then number four is all about "making it happen". Once you validate that you are in fact on the right path, then it's building the most effective plan to get you there. Test Drive Conversations are one way, just one way, to experiment, to find the right career fit for you. More importantly, it's about testing that hypothesis that we just mentioned, or testing what we call the Ideal Career Profile or ICP, you've heard about this in other episodes, we've mentioned it a lot. This is important because, almost always, what we first believe is the right path for us is usually not the right path. And to find that right path usually is going to require experimentation, getting feedback from your experiments and adjusting the ideal career profile with new information. For example, if you go to listen to episode 128 with Eric, he was absolutely convinced that he would best fit into a career change to the solar industry. Spoiler alert, after doing roughly 20 Test Drive Conversations, he learned it was not the right industry for him. Same thing for Nancy Franco in episodes, much more recent episodes, 532 and 533, where she shifted away from her executive role, which she originally thought would be right for her. And what was actually right for her were two totally different things that she experimented with and tested and learned along the way. So here's the deal. As a psychologist and Harvard Professor Daniel Gilbert points out in his book, "Stumbling on Happiness", we are usually wrong when we imagine what would make us happy in the future. That's the human tendency. And this is because the imagination, well, useful for creative projects and dreaming big has multiple shortcomings when predicting the future about how we will feel after those dreams come true. Okay, so this means that finding fulfilling work is partially a detective process with a dash of science, and a whole lot of action around your cultivated self awareness. The real question, though, is how does that tie into the difference between Test Drive Conversations and informational interviews? Well, I'm so glad you asked. Let's review a few of the differences. Just a few. Okay, first of all, for a Test Drive Conversation, the goal is part of the intentional process, it fits. Part of the intentional process to find fulfilling work, and in the key milestones that I talked about earlier. Where informational interviews, the goal is, it's part of internet recommended job search tactics. Test Drive Conversations, the intent is to test a hypothesis and gain rapid exposure to new information and build relationships at the same time. Informational interviews, the intent, to learn information about a role to get a job. Test Drive Conversations, well, they take about roughly 15 minutes per conversation unless you want to spend more. And informational interviews often take 30 plus minutes, and it's a struggle to get info interviews. What do I mean? Well, for Test Drive Conversations, usually what we find, and over the last roughly 10 years, as I'm recording this episode, right now, we've seen about a 30 to 70% success rate for people to say "yes" to a requested conversation or interaction. Okay. And then for informational interviews, we have seen in the past about it roughly a 10 to 40% success rate. So that's been our experience, overall. And we've seen that in a variety of different ways. Okay, as a bonus though, for Test Drive Conversations, the structure we recommend, which we'll talk about here in a little bit, allows you to develop relationships quickly where people want to help you, and when they want to help you, also, they see that they potentially want to hire you too. And I would say that for informational interviews, if and only if you're personable, and you're already good at interviews, then it may cause people to recognize that you're a good candidate, but it's a far different structure. And that is more difficult for all the reasons we've talked about up till this point plus many more.

Scott Anthony Barlow 08:51

Okay, what I'd like to do in the rest of this episode is take you through how to think about and how to actually perform Test Driving Conversations, but also preparing for those conversations to make sure it's authentic, enjoyable and helpful. So how do you prepare for these conversations to make sure they are authentic? Well, we're going to talk about that here in a second. But I just want to take you through the process or the steps that we talked about internally when we talked about Test Drive Conversations as a whole. So it starts with number one, identifying the person. Identifying the person that you want to talk to that is either a fit because you can learn something from them, or you're interested in their organization or role, or something else in particular, but most importantly, we mentioned earlier that it has to be a part of testing your hypothesis. So that means, of course, that Test Drive Conversations don't work because it's difficult to find those people if you don't have an idea already of what you want to do. And that is in the form of a tool that we use, called the Ideal Career Profile. So without that, it becomes really difficult to do effective Test Drive Conversations. So know that upfront. However, if you already have an idea of what you're trying to go after, if you know what you're running to, as we say, then it becomes much more possible. Then you can, of course, find that person, identify that person, focus on the people who can help you or hire you. If you're focused on roles in particular, for example, a director of strategy, you want to talk to people who are currently holding that role, or people who work with people in that role, or even people who manage or lead directors of strategy. If you're focused on organizations, talk to the people at the level you want to be at or above that level. If the organization continues to be a fit, then you want to talk to people at all levels. And what I mean by that, so you can learn up and down the organization, if it's really truly the right fit for you, versus just having one or two interactions and making the judgment based on that. By the way, where to find these people? Well, some places are obvious, like LinkedIn, or the company website or social media, but maybe some less obvious things might be like googling related keywords, for example, you could Google John Smith, ABC Corp, of course, and see what pops up. Or if you're looking to find other organizations in particular, you can search things like organizations like ABC Corp. There's also plenty of other tools out there for contact information like hunter.io, or BeenVerified, those are the two of the ones that we use in order to find email addresses, phone numbers, many other types of contact information as well, it's not that hard. It's not as hard as people think it might be. Okay, two is the pre-ask, yes, we have a pre-ask. Figuring out the best way to ask that particular individual to get them to say yes to the conversation itself. Even having that type of test drive interaction. Okay, so this is very different. And we could do many episodes just on this piece alone. So I'm not going to go deep into this right here. But basically, this means, how do you assess the best way to contact that individual once you've determined the individual and the best modality, and even the best angle, if you will? So best modality, it means, should I call them? Should I text them? Should I email them? Should I arrange a chance meeting? Reach out on social media. Contact through a friend, get an introduction. Should I fax them? Should I send a carrier pigeon? What should I do? Page their beeper? All the things, mostly joking on the carrier pigeon, but not entirely. And then what's the best angle? Well, you found out with a few Google searches that maybe you grew up in the same small town and have mutual acquaintances. That could be a wonderful way to create some instant rapport if you say, "Hey, I found out that you and I both know John Smith." So those are the things to consider. This is all part of the pre-ask. And then the ask in itself, again, I'm not gonna go deep into this here, but I want you to know that the asking itself often is crafting the best way to allow them to say yes. And the point that I want to make here is, we often leverage a lot of psychology when we're working with our clients on this. Because it seems like, it really seems like, I should jam all of this information into one email. But instead, I really shouldn't. Often we split it into multiple emails, or multiple interactions, or multiple messages, or even multiple phone calls, depending on what the modality is. And what that means is we'll often separate the ask for the scheduling from the ask for "Are you willing to have a conversation?" So part of the email in itself might, let's say, it was an email, then part of that might sound like, just off the top of my head, it might sound like, "Hey, are you willing to spend 15 minutes with me so that I can ask you a few questions about what you love about your organization and what has made you successful in your particular role? Just drop me a yes if you're willing to do that. And I'll send you some options as far as time and we can figure out all the rest afterwards." My goal is just to get a yes. Because we are humans. And if we have too much cognitive overload, or too many decisions at one time, then that has a tendency to overwhelm us. And then we just don't do anything with it– that email or that message or whatever, will just sit there even if I want to say yes. So two separate asks, which is counterintuitive, but so much more on that into just the psychology of the ask itself. And so just to give you a taste. Step number four is scheduling. Scheduling the freaking conversation, right? Okay. So after they say yes, after they say "Yes, I'd love to meet with you. I'd love to be able to spend a little bit of time with you." Then it's getting it on the calendar. Again, we're not going deep here at the present moment, I just want to give you an idea of what this process looks like so that we can talk about prepping for it. And then number five, is planning your conversation. That's the part we're going to talk about here in just a moment. How do you prepare for that conversation? And most importantly, when you're prepping a series of questions, how do you go in open minded? How do you ask questions that are gonna be both valuable for you and them? How do you ask questions about their answers? Learn as much as you can. Okay. Number six, part of the process, doing the thing. Actually, having that conversation. What I find is that if you prepare well, having the conversation is just fun. It's just really fun. Part seven, yes, there is still more. Seven is a follow up from that conversation. And I'll tell you right now that a big portion of that follow up is sending them "Thank you." But it's not just about the thank you in itself, it's partially about having that continued contact with them. Now that you've begun a relationship in any way whatsoever, I want you to continue that relationship and multiple interactions, however small, are really what can build that relationship from both sides. So being able to send them a thank you email, or even better a written thank you because you got their address when you were at that Test Drive Conversation with them, or you're on the call with them, or you're on the video chat with them, whatever it is, then that allows you to stand out even differently. Where on a daily basis, we're competing for people's attention. Okay, those are the steps of the process. We're going to focus mostly on step five, planning your conversation, preparing your conversation. Again, we want to make sure that this is authentic, enjoyable for them, and comes off as helpful. I mentioned earlier that we want you to prepare a series of questions. But also more importantly, I want you to go in open minded so that you can ask questions, so you don't get focused on, "I want a job or I want an outcome", you have to be able to give up the attachment to an outcome here. The idea is to explore, the idea is to be curious. And we all have built in BS meters as humans. So they will know if you're faking it, they will know. I promise you they will know. And I want you to learn as much as you can out of this conversation, just having that mindset is going to allow you to be able to get more out of it. But more importantly, they will get more out of it too. They're going to be thrilled to answer because it's going to be about them or something that they care about, right? And by the way, here's an interesting misnomer here. I usually haven't heard anybody talk about this anyplace. But it's been my observation over the years that people said over and over, people love to talk about themselves. But I don't think that's actually true. I think people love to talk about what they care about, and what they spend their time doing. And yes, people care about themselves. So sometimes that is true. Sometimes they love to talk about themselves, but sometimes they care about things other than themselves too, or care about other things more than themselves. So I find that that's a more true or more accurate way to think about it. Which means that if you can focus the conversation on things that they care about, that's actually really helpful for them and you, because they'll have more fun, you'll have more fun, all the things we mentioned earlier. Right?

Scott Anthony Barlow 18:41

Okay, so step one, to be able to get these conversations to go well prepare for these conversations. It's researching prior to building a conversation plan. I want you to find your potential areas of rapport. Rapport– meaning what areas do you have in common. What areas are going to create familiarity. I personally always do a quick research to look for things that I have in common, I do that on almost every conversation that I have with someone who I haven't met before, or I have my team actually helped me prepare that in advance, in one way or another to look for those things and have them stand out. I'll glance at social media, I'll glance at places like LinkedIn, Instagram, their company's website, I also Google their name, I see where they're mentioned. And I'll often go back into, you know, a couple of pages of Google results, because that's where you can often find the good stuff, you can find like, here's the charity that they're involved with, they were mentioned on the minutes. And that charity happens to be all about something that you care about, too. So you're going to have to look a little bit deeper than what most people will in order to find that. Sometimes it'll be immediate, but most of the time it's going to take a little bit of extensive effort. There's four particular areas that I often will look for, if I'm unsure as a first set of options. Either want to find commonality and where they're from, or where they've spent time, find commonality and what they do for work. Sometimes these might be organizations that we've worked at or familiar with in the past. And sometimes it might be commonality in terms of systems or industries or roles. There's a lot of different ways where you might have commonality and what they do for work. Family– tons of commonality that can happen through family or kids or kids ages or things like that. Passions, or hobbies or things that they get excited about. For me, travel or volunteering, or playing instruments, like all those are things that I have in common with a lot of people. Like, I love ice hockey. Ice hockey is not the most popular sport in the world, as it turns out, you know, far, far, far cry from soccer. So for other people that like hockey, it's like an instant connection, sometimes, because it's so much smaller. And those are often the things that I'm looking for, the things that are common to every single person in the entire world, where it can create a little bit of a deeper connection. Travel is a big one for other people that love travel too, often has had a profound impact on their life. So they love talking about it, which then changes the experience when we're actually talking about it. And obviously, I enjoyed talking about that, too. We literally have a whole separate podcast called Family Passport on travel. So, you know, clearly it's something that I enjoy. And I think that just to give you some guidance, when you're doing this research here, look for things that you feel confident about being able to express legitimate, authentic interest in them. Because when you do, and we'll talk about how to do that in conversation here in a moment, a few things will happen. One, they're going to be flattered, and they're going to want to know more about you. Often people feel compelled to reciprocate. And that can take a 15 minute conversation and turn it into a 45 or hour and a half long conversation that both of you are having a great time with. And certainly be respectful of their time. Once you go past that 15 minutes, check in and everything. But it's crazy how many times that will happen, when you are expressing authentic interest in them. And then two, it helps them like and trust you and feel like they know you. And once that's all in place, it puts you well on your way to a great impression. But I think what's more important than impressing them is it actually helps you get better information. When they like and trust you, they're more willing to give you more real information versus just face value information that is going to be more helpful to you in deciding, "Is this an area or an industry or a role or a company that I'm actually interested in?" Because, remember, the point here is not to convince them that you're amazing. The point here is to learn and test about your hypothesis about what you think you want so you can determine if it's something that you actually want, and then dive deeper into those areas that you've confirmed that you actually want. Like and trust goes a long way to do that. Okay, let's talk about how to plan your conversation. Getting an outline of your conversation down on paper or on a Google doc may seem unnecessary, but I promise it will help you feel more confident and more comfortable once it is time to have that conversation. There's some really great research out there too, that even if you go one step further, and you have vocalized out loud or practiced that conversation and you've said it out loud, then once that time it comes time for the conversation itself, then even if you didn't do a great job in practicing, even if you feel like you did a terrible job in practicing, you'll still, when it comes to the actual event, feel much more confident, much more at ease, compared to not having done that, by longshot. Let's run through a couple of, not basics but must haves: Greet them. Don't forget to smile, particularly if you're in the United States. You know, there are other cultures, other countries where it might not necessarily function the same way. But let's just pretend that we're here in the US. So greet them. Don't forget to smile, begin building rapport, that common ground that we just talked about, now's the time to use that. Go ahead and mention what you found, but make sure it's an actual connection to you. So I mean, you can be blatant like "Hey, as I was doing my research, I saw that you're a huge Cardinals fan. I saw them play when I was visiting St. Louis last season. Have you gone to many games?" And that actually shows two things: like it shows that I was doing my research which is kind of flattering. And then and also at the same time has that connection right away? Pretty cool, right? Or "I saw that you were a fashion major at NYU and how did you make the switch from that to corporate finance?" And then from there, set your expectations for the meeting, this can be as simple as saying you're excited to learn a little more about their role, or company. And then this is where you get to ask the questions, ask them the deep questions that will show what it's like to look at their roles. I'm gonna give you some examples of questions: "What's your favorite thing you get to do in your role? What are some of the strengths that make you great at what you do? What should every new employee know about working here? What do you like best about the company? What do you like least about the company? What type of people do you think will best fit at this organization?" Okay, I want to give you one more thing to think about. Respect the meeting time, don't go overtime. If you've asked for 15 minutes and be respectful of their time, watch the clock and call out when it's getting close to the time requested. As you get close to that anytime, ask them for permission to contact them again, or to keep going or ask for suggestions on who else they might recommend for you to talk to. And then if they have some suggestions, ask if they'd be willing to make an introduction. That way, it becomes the gift that keeps on giving. Biggest thing for you to remember in the case of looking into roles and organizations, and using test driving conversations, I mentioned earlier, you're not asking for a job or even an interview. After all, you're not even sure if you want to work there yet. The point of these conversations is to gauge whether or not you're interested in their role, or organization. Anything you'll find out will be helpful as you continue to pinpoint your ideal career.

Scott Anthony Barlow 26:42

Hey, if you've been thinking about making a change for a while now, and you don't really know how to best take the first step or get started, here's what I would suggest. Just open your email app on your phone right now. And I'm going to give you my personal email address, Scott@happentoyourcareer.com just email me and put 'Conversation' in the subject line. Tell me a little bit about your situation. And I'll connect you with the right person on our team where we can figure out the very best way that we can help you. Scott@happentoyourcareer.com drop me an email. Here's a sneak peek into what we have coming up in store for you next week.

Speaker 2 27:24

Along the way, in your life, you are told no. Or you are forced to do certain things that then close the door over time towards what it is you really wanted.

Scott Anthony Barlow 27:41

Here's one for you. What does a thriving network mean to you? This should be a simple question. But we find that most people are basing their answers off of what they don't want, or something that is better than where they're at now. An example. Well, I don't want all the office politics at work or I want more flexibility. Those sound reasonable, right? But even if you achieve them, you're probably far from thriving. This means that the biggest thing holding you back is that you aren't allowing yourself to dream big enough or specifically enough.

Scott Anthony Barlow 28:18

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

Ready for Career Happiness?

What Career Fits You?

Finally figure out what you should be doing for work

Join our 8-day “Mini-Course” to figure it out. It’s free!

How Networking and Bold Career Moves Can Transform Your Life

on this episode

We’ve found that when you start doing the work to make a big change, like a career change, these big moves bleed into the rest of your life and cause you to make changes in parts of your life you never expected. Jill Schmieding’s story is a testament to this. 

After a decade of burnout working in finance, Jill decided it was time to make a career change. She expected to change jobs. What she didn’t expect was to start 2 passion projects outside of her day job, and end up in Europe walking the Camino De Santiago. 

How did Jill escape her finance job and find herself on a pilgrimage route in Spain? This episode will explain how Jill took a leap of faith, embraced networking, and made audacious career choices, setting off a chain reaction of remarkable life shifts. We also cover the power of networking and building relationships, how breaking free from burnout is within reach, and how bold career moves can alter the course of your life. 

Jill’s story isn’t just about leaving a job that’s burning you out —it’s about rewriting life’s script. Her transformation is a beacon of hope for anyone craving a change. Tune in to get inspired and learn that your dream transformation is just one bold move away!

What you’ll learn

  • How to make networking actually work for you
  • How to conduct career experiments outside of work
  • The bold career move Jill made to escape the golden handcuffs of finance

Jill Schmieding 00:01

And she said, "Hey, it sounds like you're doing a lot of really cool things. And you're doing a lot of cool little steps to get to where you are." She was like, "But don't be afraid to take that big step."

Introduction 00:18

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you. Figure out what does and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:43

This probably won't entirely come as a surprise to you. But we've found that when you start doing the work to make a big change, like, specifically a career change, those big moves bleed into every other area of your life. And if this is not your first episode of the podcast, you've probably heard this many times before when we talk about people who have made the changes in their work, and it influences them to play big in the rest of their life. Like in Episode 483, where Kate Gleason Bachman pivoted out of her lifelong career as a nurse and then went on to complete her first ultra marathon, not just a regular marathon, but ultra marathon. Pretty cool, right? Another client used career experiments to connect to people and then those people changed her life.

Jill Schmieding 01:29

I have some really cool individuals that I met and talked to and fell in love with if I'm being honest with you. And I know I'm an extrovert, and I love talking to people. But I really fell in love with, for the first time, the whole process of job hunting, you could say. Because for most of my life, I've just went on Indeed, went on LinkedIn, looked for a job, applied, that sort of thing, right. And then six months later, I'm either overqualified, burned out, bored, whatever.

Scott Anthony Barlow 01:59

That's Jill Schmieding. Jill has worked in the financial industry for her entire career. She had been burned out for the last 10 years or so of that. But the golden handcuffs of the financial world had been very much holding her back from making the change. Okay, so how did she go from burned out over those 10 years to identifying that there were many ways that she could make her work better to start in a podcast to many, many other changes, including doing the Camino de Santiago Pilgrim Walk on a sabbatical? Well, to understand how she got from there to here, you first have to understand where this all started. Jill did an amazing job conducting career experiments. These experiments then led to a huge shift in how she was thinking about her life and her career. And this shift caused her to start making small changes in her life, which led to bigger and bigger changes. The biggest change of all? Well, you're gonna hear an update from Jill at the end of this episode. But first, let's go way back to the beginning of Jill's career journey.

Jill Schmieding 03:05

So where the career began was when I was in high school, I was talking to my mom and she said, "Well, if you want to make a lot of money, you should be a stockbroker." This was like my senior year in high school. So on my high school transcript, I actually wrote stockbroker. And so I went to business school and I kind of dabbled around with like, you know, there's marketing, there's advertising, there's business administration, I thought that was a little too generic for me. So I just went into business management. I got my degree. I was actually the first person in my family of six people, my parents, and I have three other sisters. So four daughters all together. I was the first one to get my bachelor's degree.

Scott Anthony Barlow 03:43

Really?

Jill Schmieding 03:44

Yeah. Kind of crazy. My parents were super successful, but you know, the college just wasn't in it for them. But so that was cool. I finished with my bachelor's degree in business management. When on, "it's not what you know, but who you know", that is how I lived my life by that motto, pretty much the whole time, because my dad is a very successful businessman in Lincoln, Nebraska, where I grew up. And so he pours concrete, owns his own company. He did some concrete work for someone who worked at a financial company. And so it was just kind of like, my daughter needs a job, so to speak, right. And so I started interning at this finance company. And it just so happened that the woman who was the assistant to the financial advisor, she knew my grandpa. And so she talked to me real well and took me under her wing. And the rest is history. Really. I started working there. I worked there, got my series 7 and 66. And continued to work there until I wanted to relocate to Denver, Colorado, which is where I'm living now. So, yeah, it has been a really good career. I've learned so much and my mom taught me a lot at a very young age about investing in a Roth IRA, paying off cars early. I have some friends now in their late 30s and early 40s, that their parents didn't do any of that for them. And so I'm now trying to slowly kind of say, "Okay, well, do you even have a budget? Like, what does that look like? Oh, you want to start a Roth IRA? Okay, well, then let's..." and they don't even know what that means, right? So it's been really awesome to be able to help people in my circle of influence that don't know anything because of my career that I've had in finance for 16 years.

Scott Anthony Barlow 05:27

That's really cool. So, a couple of questions for you. One, aside from what you just mentioned, in terms of being able to help others and in your circle, what else have you found that you really enjoyed about being in that space, and those types of roles, that type of work, that has been wonderful for you?

Jill Schmieding 05:49

Oh, yeah. Okay, good question. So, I'm going to talk about my, okay, I'm going to talk about the current company that I work for right now, which is a large fortune 500 Wealth Management Company. And seven years ago, I started working there. And it was really cool, because my manager kind of took to me. I think she just liked me a lot and saw something in me, actually, it's what it is, I think she saw something in me. And so she was offered up the opportunity to be on this council for people in my similar role. There was like, there's hundreds of what we call, I'm just going to call CSAs– Client Service Associates, I believe is what they're that stands for. And there's hundreds of them across the United States. But there was like 11 people chosen to be on this council that give feedback and listen to calls with the high up people back in New York. And so I got chosen to be on the council, it was awesome. At first, I didn't want to be on it. It's just because I wanted to do my normal job. But after a couple of months, I was like, Oh, this is cool. I get to network with people, I get to go to New York for work. And I get to just learn a little bit more about the ongoings of what was going on within the company before anyone else. So really, really cool opportunity there. And then there was a banking opportunity that I got told about where it was a volunteer position as well. I got to learn about the banking products that we offer, and then also give that information in a fun way to my colleagues who needed to learn that information. So that was another opportunity. I saw a girl present about banking, and she was a really good presenter, and I thought, "Oh, my God, I need to get better at my presentation skills." So I immediately joined Toastmasters International. I found, like, a local chapter here in Denver and joined. And they do such an amazing job. And so I found out through being a member that I love public speaking.

Scott Anthony Barlow 07:45

Really?

Jill Schmieding 07:46

Really love public speaking.

Scott Anthony Barlow 07:48

So let's talk about that for just a moment here. First of all, let's acknowledge that it was one experience that led to another experience that led to another experience, which then caused you to gain additional experiences, which then caused you to realize that you love public speaking. But first, before we talk about that, tell me a little bit about what were the pieces that caused you to say, "This might be something that I'm really excited about or interested in or want to dig more into." Tell me a little bit about that.

Jill Schmieding 08:23

Yeah. Oh, that's a good question. So the banking role, the volunteer banking role, I just felt like, so no offense to any bankers out there or anything like that. But some of those products are really hard and really boring to learn. And so I felt like I have a gift to where I can break down, kind of, boring content or complicated content and make it more fun and engaging. And that's exactly what I did. So it was all of the ways that somebody could do a mortgage. And I was just like, "No, I think I can make this better." And so I did this really cool presentation, and I got great feedback. And the bankers were impressed. And I was just like, "Okay, there's something here." There's a gift that I have.

Scott Anthony Barlow 09:06

Yeah, so it sounded like, first of all, you took this topic that you felt was, we'll say that you saw an opportunity in, and then you took that all the way through and turned that into a presentation and then started getting some initial positive feedback. And then that caused you to take a second look at it and say, "Okay, all right. Maybe there is something here. All right." What happened from there?

Jill Schmieding 09:37

Yeah. Absolutely. Yeah. Well, yeah. So they had the banking program. The first year there was like six people. And then the second year it kind of dwindled, and I was giving presentations, like via in person, because this was all pre-COVID. And then COVID hit and we started doing just like virtual zoom meetings at work where I was giving presentations about banking stuff and then it just became me and another person. And I got asked to be on a call across all of the United States, it was like 400 people or something on the phone. And I was asked as one of the people to present, right, for the banking. Just my experience, you know, what I've learned that sort of thing. It just really did open up opportunities. And I was willing to walk through those doors of opportunities, which is something that I've kind of lived by now, which is like, okay, this is scary. But I see this as an opportunity. Am I willing to walk through the doorway? And for the most part, I would say, yes, I do do that in my life now personally, and professionally. And it was just those small steps that I feel like really gave me the courage to take the bigger steps later in life.

Scott Anthony Barlow 10:48

I think that is amazing. I think that's the right word I'm looking for, probably so many other words. But I want to ask you about a couple of pieces in between there. So first of all, let's acknowledge that it sounded like dipping your toe in a smaller way allowed you to gain some of the feedback and realizations that then cause you to realize, hey, I want to dive deeper into this. Because as you said, maybe there's something here. So talk to me, let's go back to that time where you're starting to have those realizations for just a moment. Could you see that, "Hey, this is obviously something I want to continue to dive into" Or was it much more, like, maybe I should wait a little bit further in here? How are you thinking about it at that point in time?

Jill Schmieding 11:41

Yeah. So the first three years that I worked at my current company, I had all these opportunities outside of the normal scope of being an assistant to a financial advisor, which is what I've done, right? I was burned out. And I've told people actually, that I've been burned out for about 10 years. And that's embarrassing to admit. But there's comfort in having a good career. And there's also comfort in being able to say that I have a prestigious finance career, I find identity in that. And so I'm just now starting to say, "Okay, I need to find a different identity, because this isn't making me happy anymore." And so the first three years at my current company was awesome, I had so many cool opportunities. One that I didn't even mention that I think is very pivotal into my discovery was, I was a coach as well to other people in my similar role. And so I was doing the coaching, and I was helping people learn how to do different system processes. And one woman said to me, specifically, she was like, "Oh, my gosh, Jill, you should have been a teacher. You are so patient, you are so kind, you're so understanding, you're so easy to understand when you explain something." And I was just like, she goes, "You should have been a teacher in another lifetime." And I remember that comment. And I thought to myself, "I'm not going to be one of those individuals that waits for another lifetime. I'm not going to do it." I'm not going to stay in this career that is unfulfilling to me when I have these gifts that I feel like I can use in a different capacity, right? And be maybe more of a teacher-ish as a full time job versus a one off hour here and there when someone needs to learn something. And so it was her comment that I was just like, okay, I'm not doing this. I'm not going to just stay put, and keep doing this year after year after year.

Scott Anthony Barlow 13:36

Yeah. I think that's really interesting. Because I think everyone gets little tidbits of feedback like that over the years. So two things stand out. One, it sounded like it was less about being the teacher and more about, hey, you're so patient, so easy to understand, the other additional specific pieces that really were on target. Because, yes, technically, in some ways you're teaching but it's not like go out and become an elementary school teacher or something like that. So it sounds like it's about the specificity of the feedback for you and you're getting tidbits of that along the way. But then I think what's really fascinating to me is, we all get that, not all of us have the same realization that you did, where you had said to yourself or committed to yourself, like, "I'm not gonna wait a lifetime, like, I'm not going to allow a lifetime to pass. I'm gonna go find ways to get that now." So what in that moment caused you to look at that differently, and begin making different types of decisions from that interaction?

Jill Schmieding 14:47

I think I've just been so... I've just been over it, right, for a long, long time. And so I think I'm just hungry for something else. And I think any sort of affirmation of a gift that I have, I was willing to like run with it and try to explore that more. And because I was like, okay, there's got to be something more out there for me to be doing than just being an assistant to a financial advisor, which there's nothing wrong with that job. I help clients all the time. And I teach clients certain things, right? And so there's something that I've kind of been mulling over where it's just like, wait, I get that need, met with the clients as well as with my colleagues. But there was just something different with, I think it's the content, right? It's the, I want to teach something more meaningful, and money is very meaningful, how to budget, how to live well in retirement. I value all of that a lot, actually too much being that I've been in the industry for so long, I value money too much. I'm learning that about myself. But I just want to find something that I can be more passionate about and teach that.

Scott Anthony Barlow 16:02

Well, I definitely think that it sounds like, part of it was, you were in the right time and place. The right time and place in order to receive that differently. And I've definitely seen that, and also personally experienced it for myself a lot were heard the same thing, not necessarily the same thing that you were told but heard something that could have been useful feedback, and in one time in place wasn't necessarily as useful versus when I was in a different place and ready to receive it. So, kudos to you for paying attention. And one of the things that I think you've done particularly well, and one of the biggest reasons I was really excited to have this conversation with you, is you have taken pieces like that– pieces of feedback, pieces of things that you've identified that you want to dig into more. And you've done a phenomenal job, embedding experiments into your work and your life, in order to find what fits you and perpetually reinforce that, perpetually learn more about what creates an amazing fit for you, what work you're enjoying, how you want to help people, how you want to teach people, like we're talking about in a variety of ways. I'm wondering if we could talk a little bit more about that. What have you done? Where did you start thinking about that as experimentation? And let's start there.

Jill Schmieding 17:30

Okay. So I want to give a little backstory and say that I've gotten career coaching from multiple people, actually, over the years. And there was one career coach that told me about a book called The Art of Gathering. She gave me the names of two books that have changed my life. I'll talk about the other one later on. But The Art of Gathering by Priya Parker, and I love gathering people together. So The Art of Gathering book talks about how to bring people together in a meaningful way. And I would say, that's one way that I have practiced everything that I've learned. And that is by bringing people together. So I had a party at my house a few years ago called chats and charcuterie, where it just had to charcuterie board, and then I brought people... This was kind of like towards the end of COVID. So people only talked about COVID when you got together. And I was tired of talking about COVID. And so I was just like, okay, no, we're gonna talk about different things. And so I invited people over to my house, we sit in a big circle, and it just organically took place, like the conversation and we never brought up that subject. And everyone just really connected. And it was really, people that I knew, from all different areas of my life, they all came together. And it was really cool. Because to bring people together and just communicate is such a blessing. And everyone felt really welcomed and seen, which is something that I really focus on when I bring people together. And everyone got to be heard, no one just sat on the sidelines and didn't get to talk. And I had a couple people in the group that were cognizant of that. And so if somebody was being a little bit quiet, we would give them an opportunity to talk, which I think is so important. And I'm also somebody who's like, hyper vigilant. So when I go into a room, I can sense when someone's kind of being left out. And I think that's just for my upbringing. And so it's always one of those things where I'm like, okay, that person over there in the corner hasn't talked to anyone, like, go talk to them, go say hello, make them feel included and wanted. And so that's, yeah, that's kind of what I do for my gatherings. So that's one way that I've incorporated, I think one way of incorporated some of the gifts that I've learned about myself is through that. And then another way, is the other book that the other coach told me about, which was Playing Big by Tara Mohr, she completely changed my life. It was just kind of a one off book about stepping outside of your comfort zone. She told me to read it, I read it, and then I started doing book groups with girls. Again, this was around the time where we were doing them online during the pandemic. And I facilitated those book groups and just asked thoughtful questions, offered accountability, which is huge. And my nickname now, what I call myself on Instagram is the Accountabilitist. I like to offer accountability to people in a positive, you know, way, not in a forceful way. And so yeah, the playing big book has just opened up the doors of like, pushing myself outside of my comfort zone, helping other people play big in their life. And that's just obviously, I don't know if we're ready to talk about the big thing. But that's why I started my podcast and a couple other projects that I have going on right now too.

Scott Anthony Barlow 20:49

Let's talk about the big thing. Let's talk about all the big things.

Jill Schmieding 20:51

All the big things, yeah.

Scott Anthony Barlow 20:53

So what I've seen is there is a long standing, multi year pattern here where you have been able to get some tidbit of experience or feedback or something that's caused you to realize, "hey, I love this", or, "hey, I'm great at this", or, "hey, I want more of this in one way or another." And then that recognition has caused you to dive further in. And that's not a one time thing. It's not like, "I did this couple of times." This is pervasive for your last few years. Is that a fair statement?

Jill Schmieding 21:31

That is absolutely. I mean, we're talking what? 2020? So three years now, give or take. Yeah, three years, which is hard to believe. Right? And so I want to talk just really quick before we can maybe talk about the podcast, I want to talk a little bit about the kind of domino effect of reaching out to people, the informational interviews that I did, because that was one thing that my coach, she gave me the courage to do that with her accountability with me. And it was just like, how many people have you reached out to? And so I have some really cool individuals that I met and talked to and fell in love with, if I'm being honest with you. And I know I'm an extrovert, and I love talking to people. And but I really fell in love with, for the first time, the whole process of, like, job hunting, you could say. Because for most of my life, I've just went on Indeed, went on LinkedIn, looked for a job, applied, that sort of thing, right? And then six months later, I'm either overqualified, burned out, bored, whatever. And this particular process was a lot more enjoyable talking to people. And so, one of the things that I did, it was just like, "Okay, we're going to look for companies that do the things that you want to do." And so it goes back to Toastmasters though. So there was a woman in Toastmasters, her first name is Joyce, she's a 70-ish year old woman, she's created her own company helping baby boomers become like experts in LinkedIn, or at least create a LinkedIn profile, right? She has like 11,000 followers on LinkedIn, she's connected all over Denver, everyone knows her. And I just happen to be in the same club as her. And so it was that connection that later when I started to reach out to companies, I started to go on LinkedIn and find certain companies that did facilitation work or whatever, right, whatever the keywords that I was using. And Joyce just so happened to be connected to, like, all of them. And Joyce, I'm not joking, I was like "Joyce, hey, can you send out an introduction to this person?" And she's like, "Absolutely." And the amazing thing about Joyce is she's so good with her introductions. I mean, she'll, like, lay out personal information about me, she'll lay out personal information, like professional-ish, right, personal information about the other person. So you can kind of see of where the connection lies so that when you're ready to talk, you have some sort of connection already built. Oh, Joyce was great. And so she connected me with a woman– her first name was Francesca. And she, I guess, I think she works for or volunteers for the center of creative leadership here in Denver, which was a company that I think I was kind of eyeing and Francesca was great. So I'm struggle with impostor syndrome, just like many, many people and so when I was talking to Francesca about, she was like, "Well, what kind of facilitation experience do you have?" And I was like, oh, and I mean, Scott, I did what everyone does, which is like, "I don't really have that much. You know, I'm just like, maybe a book club here and there and maybe this and maybe that." And so she heard me, right? But at the end of the interview, she was amazing. She was like don't ever sell yourself short. Just represent your, you know, your experience. And she was really awesome to be honest with me about that and not hold back and so I was really thankful. So that interview went phenomenal and yeah, led me to another interview where one of the women, it was the next informational interview that I had where I represented myself, I was like, "This is what I do in my current career. This is what I do on the side." And I just named everything and that woman was just like, "Wow, if you ever find a facilitator position, you should absolutely put your name in the hat. And our company isn't hiring right now. But I will keep you in mind." And the cool thing is a year later, I kept that connection warm, I reached out to her. And I was just like, "Hey, I just double checking, you know, see how you're doing?" And she's like, "Absolutely, let's have coffee." And so we're actually meeting for coffee at the end of this month, just to stay connected, right. And the cool thing is like when you do these information interviews, you're not necessarily looking for a job you are, but you're not. And so it takes the pressure off. And you could just have a conversation and learn about people. And there was another woman that I had a conversation with, this was a good interview. So I kind of spoke everything, told her my whole story, right? And she said, "Hey, it sounds like you're doing a lot of really cool things. And you're doing a lot of cool little steps to get to where you are." She was like, "But don't be afraid to take that big step." And I was just like, and she even said before she said that she's like, "I'm gonna say something really bold. I hope that's okay." And I was like, please. And that's what she said. And so it's like, I felt like she could see right through me, like, I was too afraid to take that bold step. Whatever that looks like, right? Is quitting my job before I have a new job? Is that just taking a big pay cut because maybe that's what it's gonna take? I mean, it's really hard to give up the golden handcuffs that finance offers, if I'm going to be honest with you. And sometimes you do have to give those golden handcuffs up and reassess, and to get into the career that you want to be in. And that's something that I'm kind of trying to kind of settle in my mind.

Scott Anthony Barlow 26:44

Well, I think that's something we've heard over the last 10 plus years now in working with people that, not just for finance, but there's a variety of industries that will say, when you're there, you become pretty accustomed to some of the financial and other perks that come along with it. And what we found is that, for some people, it's exactly right to take a pay cut. But we've also found that, in almost all cases, you don't necessarily have to, it's only that we think that we have to. And sometimes it's important too, but what we've found in just the last 10 years worth of work anecdotally is that the people that we've had the pleasure of sitting alongside and helping them make that type of change, it is less than 10% of those folks that really feel like in the end that they need to take a pay cut. And usually they have other reasons to do so other than just getting out of a particular industry. So that's my experience, which is polar opposite from the way that almost all of us think about it, usually. But here's the thing I wanted to comment on, I'll say and then ask you a question about. One, it sounds like as you went through some of those, you called them informational interviews, I would say that they're almost test driving type conversations. It sounds like you were getting a lot out of it and not just one thing. I think a lot of people hear about, we'll call them informational interviews just for the sake of this conversation, and a lot of times we associate like I needed to do that to get a job. And really those types of conversations, where we find that strangely, they're the most effective for leading towards something that is truly meaningful is exactly the opposite. It is about, "How do I uncover or explore? How do I learn or experiment with those people, the industries, the information, the things that you could learn, as opposed to how do I go and get a job?" And I find that it's a really strange correlation. The more that you go into that conversation trying to get a job, the less chance that you're actually going to come out on the other side of it with something that is a job that also satisfies your goals and what you want for work where the, instead the opposite, if you go into those conversations, doing what you did, where it's more about learning, you come out with, it sounds like you're getting feedback, you're getting reinforcement about what you're great at, you're getting validation about how you interact with other people, you're getting information about what you might enjoy, you're getting reinforcement about what to be confident in that you already bring to the table. You're getting all these things. But then ironically, I think it actually heightens your chances. I've experienced that it actually heightens your chances in leading towards something that is truly meaningful for you and also, it's what you want. What would you add to that, having gone through a variety of those experiences and spending roughly the last three years conducting continual experiments and having many of those conversations, what do you think people need to know about that, that maybe it's hard to understand?

Jill Schmieding 30:17

Well, I think you just hit the nail on the head when you said three years. And I'm not saying that it's going to take that long for everyone. But I think one thing is like, I've been in finance for 16 years, and I have technically 25 years left, right? If I work till I'm 65, give or take. And I think about that sometimes, because I'm just like, wow, 16 years, I'm old. I'm 41. And my career is over with if I leave finance, and it's like, I haven't even worked, I have 25 more years left. So yeah, it's just changing my thought process of like, I can change into a whole new industry, a whole new career, and work another 16 years and still have more time after that, right. And so it just takes time. And as much as I want it to happen tomorrow, or happened three years ago, or happened 10 years ago, when I said I was burned out for the first time, right, and ready to leave finance. As much as I wanted it to happen 10 years ago, it doesn't. And my life has gone on this amazing journey. And I wouldn't take anything back that's happened over the last 10 years, I met amazing people, I've learned, I've grown financially, secure financial stability, all that stuff. So the one thing that I would say that I think listeners probably need to hear is, it can take time, and realizing that to find an amazing career that you love may not happen overnight, it may not happen the old school way where you go on LinkedIn and you find a new job. Maybe it does work for some people like that, and I think it can, but for me, I'm willing to take the time to figure it out because 25 more years is a long time.

Scott Anthony Barlow 31:50

I think that's super cool. What do you, you know, when you look back over the last three years, what has surprised you the most about getting outside your comfort zone and experimenting in small ways that have added up to large ways? What stands out to you that has surprised you?

Jill Schmieding 32:10

Oh, okay. What has surprised me with getting outside of my comfort zone? And this is no new information, right. But I feel like it's just stuff that people need to be reminded of, it's never as scary as you think it's going to be. And this is to kind of circle back to this whole podcast idea. During COVID I was walking with one of my girlfriends outside and she goes "Jill, you do the craziest things, you do the most interesting things. You should have a podcast like I want to hear about it." And I was just like, "Yeah, okay, whatever." Like that's a big deal. Like, what information do I have to put out there that anyone else isn't already putting out there? But what one thing people kept reminding me of is just like the way you deliver information is unique to you. Right? It's not that you're putting on any new information. It's just your stories. And so I was scared for years. I mean, three years, give or take, I think I waited to start my podcast. And to circle back to your question. It's never as scary as you think it's going to be. I'm doing the podcast every week, new episode. Every week isn't great. Like sometimes I put out a podcast episode I'm like "It's okay. Some weeks are amazing." But in the end, I'm doing what I want to do. I want to give women a voice. I want to share my stories. I want to get women playing big and aspiring for more. And most importantly, Scott, I take my own advice. So every single week, I'm literally talking about playing big. And guess what, every single week, it's a reminder for me to play big in my own life. And like keep searching for that job. Keep having hope. And back to what you said a minute ago. I am scared that I'm gonna have to take a big pay cut, and Denver is not cheap to live in. And so it's just like, I really want to have hope that I can find a job that pays a nice income. And it's good to be reminded of that. So thank you for saying that earlier, by the way.

Scott Anthony Barlow 34:05

Absolutely. My pleasure.

Jill Schmieding 34:06

Yeah. And so, it's never as scary as you think it is. You just gotta do it, though. You have to do it. It makes you feel so alive and one of the things that my girlfriend said to me not too long ago, she was just like, the fun group that I'm in here in Denver is amazing. And she said we're all looking to try to find our truest self. We're all moving in a brave way to find our truest self. And that means getting out of your comfort zone, like by far.

Scott Anthony Barlow 34:37

Hey, remember at the beginning of this episode where I told you that I would give you an update from Jill? Well, since we have this conversation, she took some pretty exciting actions, or in her own words, some really bold moves. All right, here's what she said. "Hey, HTYC team, a few updates. My last day at my finance job was August 15th so I'm officially jobless. I intentionally quit my job so I can take a sabbatical and travel. I'm flying to France soon to start the Camino de Santiago Pilgrim Walk. I'll be walking across northern Spain on the Camino Frances route. I will be going to Portugal afterwards for vacation to celebrate my accomplishment. Then I will be doing three quarters of the pilgrimage solo and tell a friend meets me around week four. So this is a huge plane big moment for me. I'm walking for many reasons, but mainly to push myself out of my comfort zone, to reset and learn more about myself and experience a different part of the world for a while. I will continue to be jobless until January 2024. When I will start my job hunt again, I'm not sure how I will feel about my career once I get back. It might be in facilitation or finance or something else. I also listened to my intuition and I put a pause on my podcast until I get back. I will record here and there once I start up again. The women with wins gatherings to celebrate unconventional wins is still going strong. And another gathering is happening this month on the 29th. I'm excited. Thanks for checking in, Jill." Pretty cool, right? That's what's going on with her. Hey, by the way, if you want to hear about another client that made big changes, here's some weird crazy linkage. Remember a minute ago when I mentioned that Jill was going to be doing the Camino de Santiago Pilgrim Walk? We actually have another client, Matt Toy, who's done that walk as well. And he wrote a book about it called "The Preparedness Guide for the Camino de Santiago", which you can find if you search on Amazon. Matt also made a huge change of his own. And you can hear his story in Episode 184, or follow the link in the show notes.

Scott Anthony Barlow 36:52

If you find yourself over on Amazon, or any other place where you get books, I would encourage you to check out our book: Happen To Your Career. If you're a fan of this podcast, or you love hearing the stories that we share each week and how people have made a massive career changes, I know you'll love the book, especially the audiobook. It's packed with those stories from real career changers. Some of who you've heard on the podcast, they ranged from being bored at their job to completely burned out from terrible situations all the way to great situations they just wanted to fine tune. And every single one of them shows how they took action to make huge changes just like Jill and Matt, who we just talked about. If you haven't already, go get it. You can be listening to the audiobook in just a few seconds. So press pause, go get it.

Scott Anthony Barlow 37:39

Here's what's coming up next week right here on Happen To Your Career.

Scott Anthony Barlow 37:44

Look, if your goal is to get a job, fine. Go ahead, do your informational interviews. But if you have a different goal, say to have a fulfilling career that also pays very well, well, that requires you to do things very differently.

Scott Anthony Barlow 38:00

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

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What Career Fits You?

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Empowering Career Advice From Successful Career Changers

on this episode

Ever felt like you’re stuck in your career, spinning your wheels with no clear direction? Ready for a change but not sure where to begin?

We’re sharing career advice from 7 people who have made the change to more meaningful work aligned with their passions and strengths. Their advice is all about taking action and will show you how to kickstart your journey towards a significant career change. From setting goals to expanding your network, and digging into your strengths, you’ll have some real steps to take from their career advice.

One question we get all the time is, “When is the right time for a career change?” Our guests explain how they figured out the signs that it was time to make a change and what spurred them to take action.

Listen now to hear some surprising and empowering career change advice from people who’ve been where you are and want to help you find your path to a more fulfilling career!

What you’ll learn

  • What you can do today to start towards a significant career change and personal growth
  • Career advice on when you’ll know if you should make a change or not
  • The value of confronting your fears when it comes to the search for a more fulfilling career
  • How to discover new career opportunities and options you may not have considered before

Success Stories

I stumbled across HTYC through an article and it gave me hope again. After a Strengths Finder review session with your career coach and the Figure Out What Fits course, I've finally admitted to myself what I really want to do, what I really want out of life, and have made a decision.

Kevin Long, UX Programmer, United States/Canada

“It’s hard to find something that fits, that’s why so many people change careers. When I finally understood my strengths and how I could apply them it all made sense. It just made it easier to see what types of jobs and roles would fit me. In my new career I get to do the marketing that I love with a company I’m excited about.”

Kirby Verceles, Sales & Marketing Director

Travis Moore 00:01

My biggest advice is to show up for yourself, know that you're worth it, and know that your value in the world is important and we need you to authentically show up as yourself in order to change the world.

Introduction 00:17

This is the Happen To Your Career podcast with Scott Anthony Barlow. We hope you stop doing work that doesn't fit you. Figure out what does and make it happen. We help you define the work that is unapologetically you, and then go get it. If you feel like you were meant for more, and you're ready to make a change, keep listening. Here's Scott. Here's Scott. Here's Scott.

Scott Anthony Barlow 00:42

When you first begin considering a career change, it's impossible to predict all the obstacles that could get in your way. But there is one obstacle that I am 100% sure, without a doubt, will be there. What is that obstacle? Well, drumroll please. It turns out, it's you. Yep. The biggest obstacle standing in the way of your ideal career is you. Your indecision, doubts, overthinking tendencies, procrastination, comfort zone, all of it, is keeping you from what will likely be the best decision for your career and your life. You just have to get out of your own way. You might be like, "Scott, how do I know if a career change will be the right move for my career?" Well, we went to people that had already done the work to make an intentional career change, and ended up with their ideal role doing what they consider to be meaningful work that leverages their strengths. And all these people, we ask the same question over and over again. That question, what advice would you give someone who's considering making a career change but don't know if they should? I actually now ask this question to thousands of people, many of whom have worked with us to change careers. And we use all of that data, of course, to write our book– Happen to Your Career: An Unconventional Approach to Career Change and Meaningful Work. But since we couldn't fit in the 1000 people in a podcast episode, what we did is, we chose seven pieces of advice from clients of ours. These are people who just like you, were unhappy or bored, or felt like they were meant for more, or had health issues that were linked to their career. So some of these people were in great situations, and it just wasn't the right fit. Other people were in pretty terrible situations. The commonality is they all found work that they felt was meaningful, and all of them made a change, starting with deciding to take action towards that meaningful work. Here's what's interesting about their advice, it's all possible. Everything is possible. None of them, zero of them, found magic beans and climbed the beanstalk to the radio careers. Everything they did to find their ideal career is attainable. You just have to get out of your own way. I want you to listen first to Maggie. Maggie's story, she started actually to get some clues that her role as a media coordinator wasn't the best fit when she realized everyone else around her was really into their work. And she was just not at that level of interest. She did a great job of digging into her strengths and identifying a role that fit her as well as her strengths, and a sense used that knowledge to continually pivot into roles that align with her ideals. Since that time, Maggie has been promoted not one, not two, not three, but four times each time into a role that fit her even better. So what advice would she give?

Maggie Romanovich 03:40

The advice that I would give that person is advice that my brilliant wise husband has given me and that is "the time is passing, whether you are participating in your life or not. So go do the thing." Even if it's just one step forward, that's one step closer than you were yesterday, even if that step doesn't work out, and it's a misstep, it's something that you can cross off your list, but the time is passing. So what are you going to do with the rest of the revolutions you have around this planet? Like, let's just keep moving forward, even if it's something small, that gives a little bit of progress, eventually, that momentum is going to pick up and it can be a little bit scary. It's like getting to the high dive and you just creep a little bit closer and you look over the edge until you finally jump in. But the time is passing anyway, to do something with it.

Scott Anthony Barlow 04:26

Nancy had helped to start an event management company and worked there for 20 years when she had the revelation that she was lacking autonomy in her career. Yes, this can even be the case for a co-owner of the company. She wasn't able to lead her team in the way she desired and she wasn't spending as much time with her family as she wanted and she desperately needed to change. She decided to have what she described as the most difficult conversation of her life with her CEO and fellow founder, letting them know that she was leaving the company. From there, Nancy took the time to really slow down and figure out what would make her next role, the absolute best role for her career and life. All of her hard work paid off when she found a role that not only gave her the autonomy she desired, but also checked every other box of her ideal career checklist.

Nancy 05:18

I just decided that it was time. I was just after so much angst and discomfort and unhappiness. And I think the advice is, if you're feeling that way, you know, listen to yourself. Life is short, and just listen to the voices that are speaking to you. Everything will be okay. Like, if you're a smart professional, you'll figure it out. You'll find a way to figure it out. Just don't... Life is too short to be so unhappy and to be wondering if there's something better. So I think, you know, it can be scary, but it will be okay.

Scott Anthony Barlow 05:50

Erin's story starts with making several career changes. She went from owning her own cleaning company, to real estate, to working her way up the corporate ladder at Dell. She was extremely proud of her accomplishments. She was a single mom, so she had definitely felt the pressure over the years to make sure that she had an income in one way or another. Okay, interesting thing with Erin's story, she realized, somewhere along the line, that all the elements that she was missing in her work at Dell could actually be fulfilled by real estate. And that having done real estate in the past, and owning her cleaning company all those years ago, had actually been on the right track of what a fulfilling career was for her. It was just the wrong timing and it was just the wrong situation. Now, this realization actually gave her the courage to leave her corporate role, and take the leap into real estate for full time. It wasn't her first rodeo. But it definitely was the best decision she could have made for her particular career. One other interesting note about Erin is that her story really illustrates how someone's career can continue to evolve and get refined in ways that we can't always anticipate. Here's what Erin had to say when I asked her about what advice she would give.

Erin Szczerba 07:10

I would definitely say that you've got to embrace that you don't know what you don't know. And that if you're feeling at all dissatisfied with where you're at, or like maybe there's something more than you've got to go down every hallway and look in every nook and cranny to figure out what's your sweet spot, and we can get really small worlds in work, and we can have absolutely no clue what else is out there. And honestly, I mean, this is the truth. It's because I was listening to your podcast, and I just loved hearing people's stories that I realized like, there's something out there that's the perfect fit for me. I don't know what it is, and I need some help figuring it out. But I believe I'm going to find that thing that's perfect for me.

Scott Anthony Barlow 08:11

Larry had been working in what many would call his passion for his entire career. He was a head brewer at a brewery where he got to know every aspect of beer, sounds pretty great, right? Well, it was. He loved it for many years. And then he hit a wall. And it was no longer great. And that as it turns out, it happens. It's real life. And he didn't know what his next step should be until he began doing the work to figure out what he was missing at that point in his life. Through this work, he realized he could take all of his knowledge from his years in the brewery, combine it with his love of finance and become a financial coach consulting breweries on how to be financially successful. Pretty cool, right? Here's the advice Larry gave.

Larry Chase 08:56

There's a few things that come to mind. It's one, my wife likes to say and it's, "Leap and the net will appear." Really, really difficult to do. I get that. Really, really difficult to do. Yet, if your mindset is thinking positively in that direction, it happens. I think another piece of advice is, don't wait. Because I didn't talk about how it took me, probably, took me way too long to leave that last job even though it was probably two or three years that I knew I needed to be out of there. And yeah, don't wait. It may seem really really difficult that you can't and you gotta wait this out, yet, you will feel so much better. And it's not the first time. I've left two jobs under duress. And the first time I did it, I should have done it sooner. And this last time, I should have done it sooner. So don't wait.

Scott Anthony Barlow 09:58

Meet Kat. Kat had emigrated to the United States, graduated from college and years later found herself feeling stuck with no idea of how to progress her career. She'd always envision that she would find her ideal role in the corporate world, and that achievement would be the final piece of the puzzle that would make everything else in her life fall into place. Here's what she didn't realize. A service industry job that she had been working in for over a decade, just to get by, was actually checking almost all the boxes. So strangely, it turned out that the work she needed to do wasn't actually making a big change for industries or careers. Instead, it was clarifying her vision and challenging her own limiting beliefs. Kat ended up staying in the same industry, getting promoted in her restaurant role, and began teaching salsa classes on the side. Combined, these multiple opportunities gave her every single thing she defined would make up her ideal career. Pretty crazy, right? So what advice would Kat give?

Kat Bolikava 11:02

Well, the first thing I would say is that, if you don't do something differently, you won't get different results. So every time I acted on something, or attempted something, it would lend me in a slightly different position where I would see other paths for development or poor pursuits. However, because of my own limitations of my own mind, my own thinking, my upbringing, my experiences, I would end up making the same decision in how to approach those opportunities. So I think that, aside from don't be afraid to try things, because that will lead you in the new environment where you may recognize the opportunities. But if you're anything of a mindset that I had, then don't be afraid to ask for help. Because if you're thinking the same way over and over again, it doesn't matter what situations are coming at you because you won't make new decisions, because you're set in your ways of how you process things. So you need someone who will show you sometimes, gently, sometimes not so gently, but they will show you how to look at the situation from a slightly different vantage point.

Scott Anthony Barlow 12:17

Okay, here's the thing. I want you to meet Travis. And Travis had been all over the map working in healthcare. Even so, he still felt like he was called to do more and kept getting very bored in every role that he held. He is a registered nurse, board certified healthcare leader, he holds a doctorate in nursing and health innovation. Yet, he still felt like he was lacking his why, and thought that if he could just figure out that one thing, then he would finally feel like he'd reached his career goal. Spoiler alert. These days, Travis finally feels at peace with where his career is. But it's not because he found that one single thing that he's going to do for the rest of his entire life. Although he did land a really awesome opportunity as the director of healthcare at Indeed.com, he also discovered that he could fill his never ending thirst for change and excitement by pursuing his interest outside of his day job and starting his own podcast and company with a friend. This gave him the best of both worlds enjoying his secure day to day job, as well as pursuing all of these other interests. Pretty cool, right? Here's the advice Travis gives.

Travis Moore 13:27

I think the best advice that I was given was, you might not be able to see the last step but can you see the next step? And taking that next step. And if you can't see the next step, then you need to do some more clarification about what you're doing right now, and the direction you're headed, and what's important to you. And you have to believe that the step after that will appear. And it's something that you have to commit to yourself and realize that you are the only you in this world. And you're the only one that has a certain set of experiences, and education, and spirit that you have, and you're the only one that can deliver the impact that you're meant to deliver in this world. And if you don't show up, the world isn't a brighter place. And you have to show up in order to make that happen. And once you know your value and know that you are important and that you matter, and that the world is waiting for you to show up, it creates this new level of almost camaraderie with the world or like the sense of purpose or it's motivating. It's like oh my gosh, then I get excited around, "what is that?" The journey and the excitement of discovery and figuring out what it is that I'm going to do and what's the impact that I'm going to make and how can I change somebody's life today is kind of a motivating thing that really inspires me and when I'm having these days where I'm like, "Oh my God, I don't want to show up. I don't want to get up. I don't want to be involved." It gives you this new breath of fresh air and a little wind under your wings as it were to be able to get up and show up. So I think that my biggest advice is to show up for yourself, know that you're worth it and know that your value in the world is important, and we need you to authentically show up as yourself in order to change the world. Look for the next step, and beyond that, don't worry about it, take the next step.

Scott Anthony Barlow 15:23

Aaron had originally went to school to become an attorney, got his JD, and then promptly went into construction management when he thought that lodgest was not going to be in the cards for him. Well, after being in construction management for years, in fact, over a decade, he was miserable, he was beyond miserable, he began contemplating some pretty scary things, if it meant he could just get out of work. And to make things worse, this wasn't any old job where he felt like he could quit. It was his family's business. Aaron decided that it was time to take agency over his career for the first time in his life. He worked up the courage to talk to his boss, aka dad, about leaving the company and began pursuing a career in a totally different industry. In this case, law. Really interesting note about Aaron's situation too is that he actually combined together all of the knowledge that he had accumulated in construction management, and leveraged it going into law to find a role that really was an amazing fit for him. After doing that, what advice would he give? Here you go.

Aaron Bartelt 16:30

Well, one is baby steps, right? Like, it starts very small. So you don't have to continue being a version of you that you don't like, I mean, it changes, and it's gradual. But even a month later, you look back, it's like, "wow, I'm different." And it's easy to look at all the things that need to change in order for me to feel like I have my life in order, or feel like I'm satisfied with my career, my family, my house, whatever it is. But those are always going to stay the same unless you do something about it. And it can be 20 minutes, you know, prove yourself that you can do something that scares you, or, I don't know, because you can. You absolutely can do the thing that you're afraid of, and consequences of doing something and failing are, where you're at. And if you're unhappy with that, try. But that is the kernel of it for me is that all of the stories that you're telling yourself about what can go wrong if you do something, in all likelihood, the worst case is where you're at.

Scott Anthony Barlow 17:48

Okay, this episode was chock full of advice from people that have been there, done that, got the t-shirt, and includes many factors that you might not have thought would be incredibly important. The type of unconventional advice that you heard is what I've included in our book. And in fact, it's what led me to write the book: Happen To Your Career: An Unconventional Approach to Career Change and Meaningful Work. Which you can find on Amazon or any other major book reseller. Or you can get the audiobook on Audible. If you love this episode, then I would encourage you to do that. It will give you even more information on all the things that you didn't know that are going to be critical for your career change so that you can kick-start your journey. Okay, here's a sneak peek into what's coming up next week, right here on Happen To Your Career.

Speaker 8 18:38

And she said, "Hey, it sounds like you're doing a lot of really cool things. And you're doing a lot of cool, like, little steps to get to where you are." She was like, "But don't be afraid to take that big step."

Scott Anthony Barlow 18:51

This probably won't entirely come as a surprise to you. But we've found that when you start doing the work to make a big change, like, specifically a career change, those big moves bleed into every other area of your life. And if this is not your first episode of the podcast, you've probably heard this many times before when we talk about people who have made the changes in their work, and it influences them to play big in the rest of their life. Like in Episode 483, where Kate Gleason Bachman pivoted out of her lifelong career as a nurse and then went on to complete her first ultra-marathon, not just a regular marathon, but ultra-marathon. Pretty cool, right? Another client used career experiments to connect to people and then those people changed her life.

Scott Anthony Barlow 19:39

All that and plenty more next week right here on Happen To Your Career. Make sure that you don't miss it. And if you haven't already, click Subscribe on your podcast player so that you can download this podcast in your sleep, and you get it automatically, even the bonus episodes every single week, sometimes multiple times a week. Until next week. Adios. I'm out.

Ready for Career Happiness?

What Career Fits You?

Finally figure out what you should be doing for work

Join our 8-day “Mini-Course” to figure it out. It’s free!