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1019: Achieving More with One Bold Move per Day with Shanna Hocking

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Shanna Hocking shares transformative mindsets to help you advance your career and achieve your goals.

You’ll Learn

  1. How daily bold moves increase confidence
  2. Powerful mantras to keep self-doubt at bay
  3. How to stop dreading difficult conversations

About Shanna 

Shanna A. Hocking is a leadership consultant and coach, fundraising strategist, speaker, and writer. Shanna spent 20 years in fundraising leadership at the Wharton School of the University of Pennsylvania, Children’s Hospital of Philadelphia, University of Alabama, and Duke University.

She is the author of One Bold Move a Day: Meaningful Actions Women Can Take to Fulfill Their Leadership and Career Potential. Shanna’s expertise has been featured in Harvard Business Review, Fast Company, Fortune, Wall Street Journal, The Muse, and Harper’s Bazaar UK. Shanna was named a LinkedIn Top Voice in 2024.

Resources Mentioned

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Shanna Hocking Interview Transcript

Pete Mockaitis
Shanna, welcome.

Shanna Hocking
Pete, I’m so glad to be here together with you.

Pete Mockaitis
I am so glad to be here as well. I think you’ve got so much really cool wisdom associated with career advancement and strategy and wise goodness, and I’m excited to dig in.

Shanna Hocking
Great. Let’s do it.

Pete Mockaitis
Well, could you kick us off with a particularly surprising or counterintuitive insight you’ve come to about us professionals trying to advance? What’s something you know that most of us don’t?

Shanna Hocking
Well, I’d like to believe that my job is to bring out things that people already know about themselves and maybe just need that encouragement. So, I think people need a reminder that they belong exactly where they are. We get to the table, the role, the seat, whatever it is, and then we start to think that maybe we didn’t belong there in the first place because it’s new and it’s challenging us. So, I think the reminder I want to give is that you belong exactly where you are and you’re meant to be there right now and your voice is important.

Pete Mockaitis
That’s very encouraging and hopeful. And I’m curious to hear, what happens if we don’t have that message in our hearts and minds, and we think something’s amiss? What are the implications for us in terms of how we show up and advance or fail to advance in career?

Shanna Hocking
Well, I think, first, it’s very important to say that most everyone feels this feeling when they’re in that role. It’s very normal. And so, if that’s something that you’re experiencing, you’re okay, you’re still in the right place. I think what happens if we don’t hear that voice of encouragement or that peer mentor or mentor to support us, we start to let that voice become much bigger than our expertise and our initiative. And we miss a chance to shine, to share ideas, to add value, and then, really, we are missing out, but so is our workplace.

Pete Mockaitis
Okay. And can you share us, you’ve got a book called One Bold Move a Day, which is fun. I like bold moves.

Shanna Hocking
One Bold Move a Day is a message to you that you can achieve all of your personal and professional goals through a single intentional and meaningful action that you choose for yourself each day.

Pete Mockaitis
I like it. You’ve done this before, Shanna.

Shanna Hocking
I have done this before, and I really love telling this story about bold moves because people hear those words, bold and move, and they make a decision about what that means. And a bold move, as I define it, is a meaningful action that helps you move forward, learn, and grow. And with that mindset, you can see how this is attainable for you and worth trying.

Pete Mockaitis
I like it. And it also feels manageable and yet also meaningful and potentially transformative when strung together over many days in consecutive sequence. Could you share with us a cool story so we can get a taste for what exactly is the transformation that might be in store for us if we do one bold move a day?

Shanna Hocking
Sure. Well, I was delivering a workshop at a university this week, and I had been on campus with this team before, and at the break someone came over to me and she said, “Shanna, I had been waiting to tell you that I made my bold move.” And for her, there had been something she had been reluctant to do. I mean, every one of us has that thing on our to-do list that we need to do or want to do, but we feel hesitant for whatever reason.

Maybe we’re anticipating a negative outcome, or maybe we’re unsure if we have the capacity to do it, or we just really put it aside because it’s not our favorite thing to do. And so, she used this framework as the motivation to do the thing that had been on her to-do list for a very long time. And after she learned it, she felt compelled to make that bold move the next day.

And it was really meaningful for me to hear that story in real time from her because I think it’s important for us to realize that a bold move can be the big billboard moment in our career and in our life, or it could be just that thing on your to-do list that you need to move forward.

Pete Mockaitis
Okay. Well, can you tell us what was that thing and what happened as a result of doing it?

Shanna Hocking
Sure. So, for her, she needed to reach out to someone to have a conversation, and I think we often think about these as difficult conversations, and so when we put that kind of language on the anticipatory feelings about the conversation, we create these self-doubts and worry in our mind that it might not go well.

And the bold move framework reminds us that it’s an opportunity to grow and learn from it, and so I like to redefine this as an important conversation to have. And when she was able to do that, she was able to move forward a project that had been stuck because she put herself out there and followed through. And even if it hadn’t gone the way that she wanted, she would have learned something from that experience.

Pete Mockaitis
I love that example so much in terms of reaching out to someone to have a conversation that you’ve put off. And I’m thinking there have been times in my life I could think of, there were two key emails, and I thought, “Oh, you know what? If I could set up a partnership with this person, that could just be so huge.” And I thought, “Oh, but he’s such a big deal. I don’t know. Like, why would he pay attention to little me?” and, “Well, hey, it can’t hurt.”

And so, I put it off. I put it off, and then I did. And that led to, literally, a partnership with thousands of hours of coaching and then hundreds of thousands of dollars in revenue.

And I almost didn’t do it because I got scared, or thinking to myself, “Oh, no, it’s not going to go anywhere. Why bother?” or, getting too perfectionistic with it. It’s like, “Okay, this could be huge, so I really got to make sure this message is the most amazing thing ever,” but then, “Oh, but now it’s too long. No one wants to look at that wall of text.” And so, so back and forth, and yet, that was massive.

And then another time, I read an article about someone who had a cool business in the Wall Street Journal, and I was like, “Huh, you know, we could help you guys with that.” And so, I thought, “Oh, I don’t know, this guy is, you know, a founder/CEO of a billion-dollar company. He’s probably going to ignore his messages.” The same thing! You think I would have learned my lesson, but over a decade later, I guess I forgot. It’s like, “You know what, let’s just go ahead and do this thing.” And then, like, 14 minutes later, he’s like, “Yeah, we should talk to our VP of whatever.”

And so, we got the meeting and, hopefully, that works out. But, yeah, I like what you’re saying there. It’s, like, one bold move a day, that is attainable, writing a tricky email or reaching out to someone that you kind of been a little skittish about or procrastinating, can really be transformative in terms of the doors that it opens up.

Shanna Hocking
Yes, and I love both of those examples. Do you happen to remember, Pete, what motivated you to do that most recent bold move that you told us about?

Pete Mockaitis
Well, it’s funny. It’s really silly and idiosyncratic, but I’ll share it with you anyway. I was fascinated by Kalshi.com, in which they gained regulatory approval to enable people to, essentially, bet on the election. And I was like, “Wow, this website is so fascinating. There’s all these things that you can bet on. Everyone, be very careful. Don’t get carried away.”

And so, I was getting carried away in terms of, like, you could bet on the weather, and I was like, “Oh, well, how could I get an informational edge about the weather? Where are some personal weather stations I could access that other people don’t know about?” And so, I was kind of getting obsessive about this, and I came to realize, “You know, Pete, even if you, like, clean up on betting on the weather, you’ll be so much better off just spending that time obsessing about and figuring out stuff to make your businesses work better.”

So, I was having a conversation with one of the executives, and I said, “Hey, so you knowing me and my strengths, like what should I be obsessing on that can improve our business and that’s not the weather because this is not really healthy or valuable?” And he’s like, “Well, how about partnerships?” And I was like, “You know, I read something about partnerships, and I had this idea. Let’s go ahead and do that.” So, it was sort of sharing that with someone else.

And I guess maybe there’s a little bit of vulnerability there too, it’s like, “I realize I’ve been wasting my time and life. You tell me how I might spend it better,” and then that kind of brought the idea right back up to the surface.

Shanna Hocking
Well, I think what’s so interesting about the way that you did this is that sometimes we go down a path, we don’t even know we’re going down this path maybe too far or wherever we are, and the power of having someone in community with us to offer reflection or insight about either a different path we need to go down or a different way to look at that path. And I think that that’s really true of bold moves. People may never know the bold moves that we make unless we share them, and there’s a lot of power in doing this together with others that you care about and care about you.

Pete Mockaitis
Well, so could you help us think a little bit more about these bold moves? It seems like one category might be reach out to somebody or do the thing you’ve been procrastinating. Can you share with us any other guiding lights or shortcuts which might suggest, “Here’s a likely valuable bold move for you”?

Shanna Hocking
I would say that it could be sharing your idea in a meeting, or giving difficult feedback to your boss or another senior leader when you have a different perspective that’s important to share. Connecting and meeting with your mentor is a bold move, whether that’s a peer mentor or an aspirational leader that you’d like to be more about.

Learning is a bold move. Saying, “I have something that I can contribute to the world, but I have greater capacity to learn about it,” that’s a bold move too. And so, this reframe is, “Oh, not only am I able to do this today, but I’m going to give myself credit and celebrate the progress that I’ve made once I’ve done it.”

Pete Mockaitis
I like that. And so then, how do you think about the time? If one bold move a day, is there a place on your calendar where it’s like, “Okay, 10:30 a.m. It’s bold move time,” or how does that go down?

Shanna Hocking
Well, I’m not quite as formal as that because I really think that once you adopt this practice, there is the idea that you have to open up those doors to make them happen, and if that works for you to say, “At 10:30 a.m. I’m going to do this,” that’s great. Over time, you’re going to see doors open, and the question is, “Are you going to walk through it?”

And so, what I mean by this is you’re in a networking conversation with somebody at a conference or a work gathering, and they say something that you think, “Should I add this comment? Should I ask more about this?” And that momentary decision that you are considering and the choice that you make accompanied with it is potentially your bold move of the day.

So, you can’t plan that that’s going to happen at 10:30, but you can say, “When I walk into this networking gathering at this conference, I’m going to walk up to someone and talk to them,” first bold move, “and maybe I’m going to ask them a question about something that interests me that they might want to share more about,” and there’s the second bold move of the day.

Pete Mockaitis
That’s really cool. And one of the top things our listeners say they want to improve on is confidence, and confidence is tricky, because that could mean one of several very specific things. But if we were to generalize a bit, it would seem that continually doing these bold moves is probably one of the top practices for growing a general sense of confidence, self-belief, self-efficacy, “Hey, I can do some things here.”

Shanna Hocking
So well said. People often say to me, “Shanna, I don’t feel confident enough to make this bold move.” And just like you’ve said, I remind them that confidence comes from taking action to move you closer to your potential. And so, in making that bold move, no matter what the outcome is, you’re building your confidence.

Pete Mockaitis
Okay. And share with us, in the moment when we have those fear or impostor-types of feelings and emotions, how do you recommend we power through?

Shanna Hocking
I find it really helpful to have a mantra to power through, particularly if you’re going to walk into a situation or be faced with a situation that you anticipate will either cause you to shrink back or not speak up, and there’s a whole host of mantras that might work for you. “One bold move a day” is a great one. I really like to say, “I will achieve more than I ever thought possible.” And that kind of reminder in the moment of, “Can I possibly do this?” helps me to move forward and make my bold move too.

Pete Mockaitis
Yeah. Can I hear some other mantras that are really helpful and resonant for folks?

Shanna Hocking
Sure. Well, I’ll tell you a story about a mantra that could be applicable, depending on where you are in your career. If you’ve just stepped into a new role and you’re feeling those feelings we’ve talked about already, Pete, about, “Do I belong here? Can I do this?” you were hired for a reason. And so, there have been points in time in my career where I made this level-up moment. I’m into my first managerial role, for example, and I thought, “I can’t possibly do what is being asked of me in this moment right now.”

And so, I looked in the mirror and I reminded myself of my title and my role, and that alone gave me the confidence to say, “Oh, yeah, no, I am a big deal and I can do this.” So, that’s another potential mantra that might work for you in the moment to remind yourself someone chose you for the role that you’re in.

I really like to think about mantras that motivate you. So, if you’re motivated by gratitude, if you’re motivated by celebrating progress, then you can say, “I will learn something from this and I will celebrate afterward no matter the outcome.” Or you can say, “I’m so grateful for all I’ve been able to accomplish, and I know that I can achieve more.”

Pete Mockaitis
Yeah, that’s good. I imagine this could take so many fun flavors in terms of as many unique people and messages that we find resonant, you know, there could be plenty. And I’m wondering if you have a system or process by which you recommend people go about unearthing an effective mantra for themselves?

Shanna Hocking
I find that mantras are often things that come to us. There are things that we hear from other people or we read in a book and it’s the kind of thing you write into the margin or you write down on a Post-it note or in your phone, and you’re like, “That works for me.” What version of that worked for you? What motivated you? What did it make you want to do? And then, can you apply that directly or adapt it to create the mantra that will be the one that you can most rely on?

Pete Mockaitis
Oh, I like that. You could catch it from any number of unlikely sources. I’m thinking, once I was watching this goofy reality TV program, and some guy was trying to psych himself up to ask for a date, and he said something like, “You’re alive for 14,000 more days, and this will not be the one that you look back on and are disappointed,” or something like that. Like, it was intense, like, “Whoa, this is life or death, there’s a limited number of days,” and that’s true, we do have a limited number of days.

And so, he brought that, and, sure enough, he asked for the date, and it worked out, so great job, reality TV guy. So, yeah, just sort of maybe keeping our antennas up for where those bits of inspiration can come from, or maybe where they’ve come from in years past, but maybe we’ve forgotten, from a favorite book or movie or whatever.

Shanna Hocking
Love that. I think that there’s lots of inspiration that we can take in everything around us if we’re looking and listening.

Pete Mockaitis
Okay. And you recommend folks adopt a few key mindsets. Can you expand upon these?

Shanna Hocking
Yes. So, the bold move mindset is the foundation for making your bold moves each day, and the bold move mindset is made up of four individual and complementary components. The gratitude mindset, being grateful for all you have and all you are. The happiness mindset, reminding yourself that happiness does not come when you reach success. Every day, you are working towards something that’s important to you, and that’s what’s defining your happiness.

The progress mindset, celebrating every step of this journey and honoring what you’ve learned along the way. And the “and” mindset, the recognition that you can experience two different things at the same time, such as joy and challenge, and embracing that you are more than one thing at any given time.

Pete Mockaitis
Wow, those are powerful and grand. Do you have any pro tips on how we might cultivate these effectively?

Shanna Hocking
I think the gratitude mindset is a very approachable way to start. Lots of people talk about gratitude, Pete, and the very first time that I read about this and heard about this, I was reluctant to try it. I’m way too practical and way too actionable to think that a gratitude journal was going to change my life. And the idea of writing down three things each day that I was grateful for gave me the pause to think about what I’d already been through and what I’d already learned, and accept that and accept myself.

And I have found that that is a great place to start, and starting to figure out how the bold move framework can apply to you, and whether you do this in the morning or the evening, it doesn’t matter. It is the idea of saying, “I’m grateful for what I have in this day,” not the biggest things that we’re grateful for every day, but, “Today, what am I grateful for?” And that comes with accepting yourself and giving yourself credit too.

Pete Mockaitis
And, Shanna, I’d love to get your perspective when it comes to gratitude journals. I’ve done this exercise off and on at times, and what’s interesting is sometimes it feels very perfunctory, like I’m checking the box, “I’m grateful for this. I’m grateful for this. I’m grateful for this. And so, yep, those, in fact, I objectively, logically understand, these are blessings, and it is good to have them. That is special and rare, and, thusly, gratitude is an appropriate response.” It’s almost sort of like robotic.

And other times when I’m doing the gratefulness practice, boy, I’m really feeling it, in terms of like, “Wow, this is just, wow, a tremendous blessing.” And my heart is open and expanded and I could see how this leads to all sorts of benefits and sort of health outcomes and goodness that they say happens when you do a gratitude journal.

So, do you have any perspective on that? When doing the gratitude thing, sometimes I’m really feeling it, and sometimes I’m not, I prefer to be feeling it more. How do you think about that?

Shanna Hocking
Well, I think it’s a really good point because, again, I was the reluctant person when I started this too. And what I’ll say is, at the very beginning, it might feel like a to-do list item that you have to check off, and there was a transformation for me that happened when I realized that it was okay to be grateful for getting to visit my favorite coffee shop. There was nothing silly or mundane about that. It was a recognition of something special that happened during the day.

And like any practice, if we only do it when we’re feeling like the top of our game, then it’s not going to become a habit that will outlast the difficult moments and the difficult days. If we only write when we’re in flow, then we’re not going to be able to be a great writer. We have to be able to do it even when it’s not coming as easily because it’s the practice of the work that we’re putting in.

So, with gratitude, if it’s feeling like, “Today’s not my day for me to recognize these three things for myself,” then practice sending it to someone else, “Pete, I really value that you invited me to be on your podcast. And I especially value your vulnerability in our conversation today. I just wanted to tell you that I thought it was great.” Then I’m expressing gratitude to someone else and I’m still getting the power of that feeling for myself, and I’m sharing the joy with someone else.

Pete Mockaitis
Okay. That’s nice. And how about the progress mindset?

Shanna Hocking
So, the progress mindset for me formed because I was so busy going on to the next thing, the next goal, the next close, the next outcome, the next job title. And every time I got to that milestone, I would high-five myself, but then I’d be like, “Okay, what’s next?” And when you’re constantly waiting to get to this next thing, you’re not being present in the moment, and that’s what I experienced for myself. And I was really hard on myself, and I still am, I have to work through this.

So, what can I do to celebrate the progress that I’ve made? I haven’t finished the project. We don’t have to wait till the end for a celebration. You need to celebrate the progress along the way in order to be motivated to keep going. This is particularly true if you’re a people leader. How are you celebrating progress for your team members so that they can navigate the challenges and keep working through them, and see what the outcomes will be even if it’s not the way that they hoped or planned?

Pete Mockaitis
That’s nice. And tell us, when it comes to team leading, one bold move I’ve discovered is the bold move of letting go of some things, and asking another colleague to take it on. And delegation can be challenging in terms of, “Oh, no one can do it as well as I can do it,” or you have some fears, concerns. Can you share with us any of your top tips when it comes to delegating, letting go, empowering others?

Shanna Hocking
Well, I will say that no matter where you are in your career, whether you are working together with an intern or a colleague, or you are a chief executive, delegating is a learned skill and it requires practice. I think that the very first tip in understanding how to approach delegating is changing the mindset from, “I can’t do it all,” or, “I’m not good enough, and therefore I have to do this,” to, “What opportunities can I create for other people around me to learn and maybe get to the place where I am? And how can doing this allow me to focus on my best and highest use of time, which allows me to contribute more to the world?”

That mindset shift is so important. I often hear people trying to hang on to doing it all because they think they’re supposed to. And then from there, it’s really understanding what is important to other people to achieve, and, “How can I help them do this? And how can I help create opportunities for learning? And then how can I communicate clearly about what is expected so I can set someone up for success in this process?”

Pete Mockaitis
Well, these things make great sense in terms of a great mindset to have going into it as well as some principles to follow, to have that be more likely to be successful. Can you share with us any nitty-gritty do’s and don’ts within this?

Shanna Hocking
Absolutely. The first thing to know is that if you’re going to delegate something to someone, you cannot micromanage them throughout the whole process if you want this to be successful for you or for them. So, in the beginning, it might take an extra 10 minutes or 15 minutes to say, “Here’s where the outcome is that we’re working toward. Here’s how frequently we’re going to talk about progress. Here’s how you can reach me when you have questions. And we’ll look forward to seeing how this goes along the way.”

But if you say, “Here’s the project. I want you to work on it,” and then every couple of days you’re like, “How’s it going with this? What’s happening with this? Where are we with this?” What you’re saying to someone is, unintentionally, “I don’t trust you. I don’t believe that you have the capacity to do this on your own.” So, having that conversation up front gives clarity to all roles of people who are involved.

The other thing is, it doesn’t mean you’re letting go of everything entirely. Especially if you’re a people leader or if you’re delegating a project to an intern, you are responsible for that outcome, too. And so, that clear communication just creates more clarity for everybody who’s involved in the process, and then you can experience a different kind of pride, too, in seeing someone that you’re working with being able to achieve something and feel good about it for themselves. I think that’s really where growth comes as a leader.

Pete Mockaitis
Okay. Well, zooming out, tell me, Shanna, any other key things that make all the difference when it comes to career advancement and wisely navigating things?

Shanna Hocking
Something I often encourage people to consider is how to lead from where you are. I, fundamentally, believe that everyone is a leader. Your leadership is not about your title or your authority, it’s the energy and purpose by which you lead yourself and serve others each day. So, no matter where you are on the org chart, you have both an opportunity and a responsibility to lead in the workplace.

Pete Mockaitis
Okay. Well, any final things you want to make sure to mention before we hear about some of your favorite things?

Shanna Hocking
As you are starting on this bold move journey, as I call it, a bold move can be quiet. When you’re talking to two people like us, Pete, right? You and I make a living by being out in public and doing a lot of things to encourage others, and it might seem like, “Well, that’s great for Shanna and Pete.” So, a bold move is defined by you, and it might be quiet, right? You do not have to be extroverted in order to achieve this. You have to be committed to your own success. And I hope that that’s the encouragement to get started on this journey.

Pete Mockaitis
Oh, thank you. Well, now could you share a favorite quote, something you find inspiring?

Shanna Hocking
“Luck is when preparation meets opportunity.”

Pete Mockaitis
And a favorite study or experiment or bit of research?

Shanna Hocking
So, I will share with you that the research study I’m talking about most frequently recently is about your team’s collective strengths. So, the study came out last year, and what it’s showing is that when you identify individual strengths and talk about how to leverage those strengths collectively and trust each other’s strengths in the workplace, you can create a high-performing team.

Pete Mockaitis
Okay. Do we know how to do that or how to not do that?

Shanna Hocking
Well, I lead a workshop on how to do that, so we definitely know how to do it. It is a self-discovery conversation and also a team collective about, “What do we do well? And how do we do it well together? And then how do we apply that?” You can think about this in terms of a project. There’s probably something that you can contribute to a project right now that is going unnoticed in your workplace because maybe it’s not something you talk about frequently or it’s not related to your job title.

But if you can say to your manager, like, “Here’s a strength, a way I would like to add value to this project,” you might be able to unlock some piece of this project that’s been stuck and also your own potential.

Pete Mockaitis
All right. And a favorite book?

Shanna Hocking
My very favorite book to recommend is, What Works for Women at Work by Professor Joan C. Williams. That book changed my life, and I have given it as a gift to many women that I mentor.

Pete Mockaitis
And a favorite tool, something you use to be awesome at your job?

Shanna Hocking
I just got trained in the Hogan Assessment in order to be able to help leaders understand themselves and their teams better. So, I’m looking forward to using that tool in order to do my work.

Pete Mockaitis
And a favorite habit?

Shanna Hocking
I’d say probably gratitude, right? I think it is the most approachable way for any of us to be able to celebrate who we are and where we are.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks; they quote it back to you often?

Shanna Hocking
When it comes to one bold move a day, people often feel inspired by the idea that you get to choose what your bold move is every day and nobody else gets to judge it.

Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?

Shanna Hocking
I’d love to connect with you on LinkedIn where I share a lot of leadership insights and, also, I send out a weekly newsletter, which you can find on my website, ShannaAHocking.com.

Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Shanna Hocking
Well, Pete, I think we’re going to challenge people to make their one bold move a day because it will make the world a better place, and it will help them to be the best version of themselves.

Pete Mockaitis
All right. Shanna, thank you for this. And I wish you many lovely bold moves.

Shanna Hocking
Thank you, and back to you.

1018: The Step-by-Step Guide to Building the Life You Want with Ximena Vengoechea

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Ximena Vengoechea shares her viral three-phase life audit exercise for surfacing and achieving your most important goals.

You’ll Learn

  1. How to transform your life with just Post-Its and a marker
  2. How to turn fanciful wishes into actionable goals
  3. How to stay motivated while pursuing hard goals

About Ximena 

Ximena Vengoechea is a user experience researcher, writer, and illustrator whose work on personal and professional development has been published in Inc., the Washington Post, Newsweek, and Insider, among others. She is the author of Rest Easy and Listen Like You Mean It, and she writes a newsletter about personal growth and human behavior. She lives in New York.

Resources Mentioned

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Ximena Vengoechea Interview Transcript

Pete Mockaitis
Ximena, welcome back.

Ximena Vengoechea
Thank you so much for having me back. It’s great to be here.

Pete Mockaitis
Oh, I’m excited to chat through your latest goodies. You wrote a post that really resonated with folks and you’ve now made it into a book. Tell us about this so-called life audit.

Ximena Vengoechea
So, this is a post that I wrote about a decade ago that is now a book, and basically The Life Audit is this exercise, this kind of checkpoint for you to see, “What is it that I want to of this one true beautiful life? Am I heading in that direction? What are maybe some of the deep-seated desires, wishes, goals that I am not in touch with that maybe I need to kind of resurface? What are my core values? And how do I navigate that in this lovely thing called life?”

Pete Mockaitis
Well, that sounds like, generally, a kind of a prudent practice. I mean, just to confirm, clarify, will Federal agents swoop in if I conduct a life audit?

Ximena Vengoechea
They will not be making you an appearance.

Pete Mockaitis
Okay.

Ximena Vengoechea
Yeah, this is just for you. This is really, you know, I’m sure we’ll get into this but my background is in user research, and a lot of what that role is doing is about understanding other people, and really kind of understanding the psychology of people. What are their needs? What are their motivations? What are their perceptions, usually, with regard to understanding how to design a better product that actually fits those real human needs?

And in this case, we’re taking these same practices, but we’re turning them in on ourselves. So, this is something that is really just for you. It’s a tool to help you reconnect with yourself to uncover some of this inner wisdom and intuition, and then it is practical also to kind of help you take steps in that direction. Yeah, you are welcome to share it if you’d like, but, if not, you don’t have to share your paper with anybody.

Pete Mockaitis
Well, so reconnecting with yourself and uncovering wisdom, generally, sounds like something kind of cool, kind of handy. But could you perhaps make an even stronger case for the why behind this?

If folks are thinking, “Oh, maybe, but there’s maybe a dozen journaling kinds of things I probably ‘should’ be doing, along with some mindfulness practices and gratitude, and so on and so on,” could you share perhaps your own story or the story of some of your biggest life audit fans on what kind of impact this can make?

Ximena Vengoechea
Yes. I certainly never want this to feel like a chore. So, this is something that you should pursue when the moment feels right. Usually, for most people, that’s at some kind of crossroads or life milestone. So, in my case, I had moved from the East Coast to the West Coast. I was in this phase of just great excitement, of starting this new career, meeting lots of people, had lots of hobbies, interests, things that I could be pursuing, but also felt overwhelmed by the possibility. What a beautiful place to be in but also a little bit scary.

And I remember just thinking like, “Oh, my God, like, I don’t know where to start. And is this career even right? Like, was this move even right?” Just having a lot of doubts about what came next. And for me, it was really an opportunity to kind of step back, assess, not just this moment, but, on a longer term, what it was that I wanted out of my life.

This is something that we usually don’t allow ourselves to do. So, a lot of times when we’re getting those resolutions in for the New Year or setting goals, we’re usually doing it on a much smaller timeframe, or maybe we’re not even thinking about the timeframe, and we just think, “This is a thing that I want to do.” The Life Audit is really unique in that we are looking at a much longer time frame.

So, in my case, I was starting to do user research. I had a bunch of hobbies that I sort of didn’t know what to do with them, you know, design, illustration, writing. These were things I was excited about, but I didn’t really know what to do with them. And 10 years later, “The Life Audit,” that post that I wrote after conducting my own, where I sort of learned these things about myself, went viral. That post was then picked up by Fast Company.

Fast Company then invited me to be a contributor. A literary agent saw my work in Fast Company. I am now a published author working with that agent. This is my third book and, yeah, I had some wishes around writing, writing books, like figuring out how to make a career out of that. And I think that had I not sat down and really taken the time and space to uncover that, but also just kind of sit with it and really internalize that about myself, I don’t know what would have happened.

I mean, maybe life is long, maybe you meander in that direction. But it, certainly, for me, gave me a lot of clarity and purpose and conviction around the things that I wanted to pursue. And I hear that a lot from people who have conducted their own life audits, that it’s really about crystallizing things, things that maybe you’ve buried or maybe you haven’t made space to uncover before, and providing that clarity is really just so key.

Pete Mockaitis
I love that so much. Clarity is something many of us want, crave, and in practice, it seems it’s relatively rare for us to pause from the interesting, the urgent, the impulse to check something, whether it’s the news or social media or email or whatever, but really to go deep and to go internal. So, I think that’s one huge piece right there is to just remember, “Hey, if clarity appears to be missing, perhaps what is also missing is some form of quiet introspection, reflection, be it a life audit process or there’s something different.”

Ximena Vengoechea
Yes, we don’t often make space to ask ourselves these big questions, and there are many reasons for that. Part of it are the distractions that you were talking about. Part of it is also, I think, emotional. It takes a certain amount of courage for many people to sit down with themselves, just with themselves, not with anybody else, not with their manager or a partner or a roommate, giving them advice or telling them what they should pursue.

I think we all have, by virtue of living in this society, we have societal messages, expectations that are put upon us. There’s a difference between, and I think we sometimes kind of lose this distinction, but there is a difference between pursuing things that you think you should pursue versus things that you genuinely want to pursue. And for many of us, those external messages crowd out the internal side.

And I think that’s when we can kind of, suddenly, maybe you’re in this career and you’re at the top of your field and you step back and go, “Wait, but is this it?” you know, or, “Am I happy? Do I like this? My LinkedIn resume is amazing, but is this it?” And so, I think that’s one of the main things that we’re doing, is we’re really trying to set some of that aside. It’s not to say that those voices can completely be erased, but we’re trying to recognize and acknowledge when it’s somebody else’s desire versus our own.

Pete Mockaitis
Okay, that’s really handy. And so, in terms of when to do it, it sounds like often it comes with life transitions, a move, turning a milestone age of 30 or 40, new job, new partner, breakups, transitions. These sorts of things are fine prompts, and maybe the New Year or just any reason at all, like, “I just think now would be great to have some extra clarity.” So, that’s cool.

And if we don’t do something along this, we may very well find ourselves swept along into a pathway of, “Oops! Is this really what I want? Uh-oh. Where did life go? Uh-oh.” So, walk us through it then. If we’re thinking, “All right, life audit sounds great,” how do we proceed?

Ximena Vengoechea
Yes. So, it’s a very simple process. It’s deliberately lightweight. So, what I mean by that is I’m not going to ask you to get any specific equipment. You don’t have to download anything. Your tools really are quite simple. And we’re starting with sticky notes, so Post-it notes, which maybe you have at home, and Sharpies, permanent marker, which hopefully you also have at home, and if not, that’s at the office, quick Staples run, whatever. But that’s it. It’s very minimal, and that’s deliberate.

And so, what we are doing, there are sort of three phases. The first phase is really generative, and this is when we are brainstorming, essentially, and pulling up wishes. So, I usually recommend that people dedicate an hour and they aim for 100 wishes. So, you’re writing one wish per sticky note. You’re keeping it simple. So, that is why we use a Sharpie. We’re not writing long essays. We’re not writing anything that involves a comma. No, it’s usually just one or two words, a handful of words, and you’re just going to keep going until you hit that hour mark.

The hour is a guideline, just as 100 is a guideline. Some people are going to blow past that and some people won’t hit that number. That’s totally fine. This is just to get the wheels turning, but essentially like this first phase, you know, in user research, we talk about brainstorms, and whenever we talk about brainstorms, we say we’re encouraging wild and crazy ideas. There are no bad ideas. This is blue skies so you don’t want to self-edit during this stage.

And that’s another reason for using sticky notes is they are intentionally disposable. If you decide later that was a dumb idea, you don’t want it, you can just crumple it up and get rid of it. So, we’re really trying to make this less heavy because it can feel a little intense of, “Oh, my God, what am I doing with my life?” No, we want it to feel lightweight, playful. We’re just dreaming during this stage. So, that’s the generative stage.

Pete Mockaitis
Okay, so we got the Post-its, we got the Sharpies, we’re dreaming and we’re putting a dream or wish on one per sticky. Could you just give us some examples? The dreams can be big or small. Like, give us a few nuggets.

Ximena Vengoechea
Sure.

Pete Mockaitis
It’s like, “I want to get good at making barbecue,” all the way to, “I want to live in Hawaii.” Like, anything there?

Ximena Vengoechea
Yeah, exactly. It could be anything from, “I want to launch a podcast someday. I don’t know when, but I want to do it,” to, “I want to write a book someday,” to, “I want to make six figures in my career,” to, “I want to be more patient.” So, it can be a little bit more abstract too. So, there’s a whole variety. And, usually, what happens when you step back and you get to the analysis phase, which we’ll talk about next, usually what happens is you do start to see that your wishes kind of fall into three buckets of, “This is something I can carry with me every day.” I think of these as core values.

So, for example, a desire to be patient, a desire to be generous, to tell your loved ones that you love them on a regular basis, like things that you just want to kind of carry with you, I would put those in the category of core values. And then you tend to also have wishes that are really about things you want to achieve or see through in the near term, let’s say, in the next 6 to 12 months.

And then you’ve got another category which is really kind of someday wishes, like, “I want to do this someday. I want to launch a podcast someday. I don’t know when, but at some point, that seems like something that I would enjoy, that I could be good at.” So that’s a whole other category of wishes.

Pete Mockaitis
Okay. So, we’ve generated many wishes and we find they fall into some categories. And I guess if they’re Post-its, are you imagining like rearranging them on a big old wall or a giant desk or piece of furniture? Or, kind of visually how does that unfold?

Ximena Vengoechea
Yeah. So this is something else that I really like about using Post-its is you can manipulate them, and you can move them around and look for patterns. So, this is our second phase where we’re really looking to, essentially, analyze our data. So, this is something that as a user researcher you would do. You have a bunch of data about a study and then you have to make sense of it, and you need to turn the data into insights. So, it’s not just numbers or information, it’s actually telling you something useful.

So, I usually recommend that you just start by doing a simple cluster analysis, which is essentially we’re looking for wishes that are in some way related to each other, and we’re just going to group them. So, it sounds fancier than it is, but we are just looking for things that are related. So, for example, common themes that might come up, you might have a bunch of wishes around family, you might have a bunch of wishes around career, money, volunteering, travel, creative pursuits, spirituality, mental health, physical health. There’s a lot of things that could come up.

But we’re essentially going to go, “Okay, I’ve got my hundred wishes. Now I’m going to start to physically move them and put them in groups so that I get a bigger picture of what’s really happening.” Because, essentially, what we’re looking at here is a reflection of our true desires, is a reflection of today, “Who I am today, these are the things that I want.” These things can change, we evolve as people. But today, this is a snapshot, it’s sort of a self-portrait.

And so, you get to look back and go, just really quickly, see visually too, “Oh, wow, I have a ton of wishes around family. I have a lot of wishes around finance. I don’t have that many wishes around my career. Why might that be?” So, you’re kind of observing and asking yourself questions of, “How do I feel about how this is mapping out? Why might this be mapping out in this way?”

I think one of the interesting things to consider when you have your life audit is that areas that are, let’s say you have a smaller number of wishes, sometimes we think, “Wait a minute, am I not as invested, for example, in my career as I thought I was?” Maybe. But another thing could be that you are investing so much already in that area of your life that you don’t need it as a wish. It’s kind of already taken care of, right? It’s something that you are regularly doing, supporting, pursuing.

So, I always tell people, you know, the life audit, especially at this stage, it’s not a progress report. It doesn’t tell you, like check mark, like, “Here’s what I’ve done. Here’s what I haven’t done.” It’s really trying to reveal, like, “Right now, what are the things that I’m most interested in pursuing,” and to teach you something about that.

Whether it’s that there are areas that are not coming up because you are really actively embracing them already, or whether there are things that you kind of step back and go, “Wait a minute, that’s actually weird that I have so many things in this column around physical fitness because I hate exercising. Like, where did that come from?” And that’s when you kind of can ask yourself, “Is this a true wish? Is this a should wish? Like, somebody thinks I should do this. Is this really mine?” So, this is a really fun phase too because it’s all about self-discovery and learning something about yourself.

Pete Mockaitis
That is really fun. And, you’re right, when you ask those questions you might say, “Oh, no, it’s just because I was listening to some health podcasts yesterday, and that’s very top of mind.” Or, maybe you don’t have much in careers, like, “Oh, do I not care about career? Well, maybe it’s already taken care of.” Or, maybe, “Well, I’ve got two in career, and they’re hugely important to me!” So, all right, it doesn’t matter so much the quantity of pieces of paper. And when I’m looking for clusters and connections, do I need yarn, like an FBI investigation board? Or do I just let them hang?

Ximena Vengoechea
No, you do not need yarn.

Pete Mockaitis
All right.

Ximena Vengoechea
If that feels good to you, that would be your own unique modification. I will not stop you. But, no, usually, I suggest doing this either on a wall, a foam core board if you have one, but if not, a wall is great, or the floor is also fine, and you’re just moving things around. So, we’re keeping things flexible. We don’t need to attach anything else to it. We’re just kind of seeing where things land.

Pete Mockaitis
Okay. And then what’s our next step?

Ximena Vengoechea
So, from here, we’re going to start thinking about some other factors to help us understand what’s happening. So, we’re going to look at, okay, let’s say we’ve got however many wishes, we’ve grouped them into themes, we can start to prioritize. Usually, I suggest that people commit to three to five wishes a year, and that’s a guideline.

As you mentioned earlier, you might have two wishes in career, they might be huge. We need to be aware of that. You don’t want to commit to five huge wishes, but you do want to find a little bit of a balance, and that’s where knowing, “Is this a core value that I’m going to live through every day? Is this something I want to do in the next 6 to 12 months? Is this something that I need to work toward eventually, someday?” That’s where having that in mind really helps so that you’re not tackling all, let’s say, someday wishes, like huge wishes. You find a balance, but you’re really going to start to prioritize.

And prioritization can come on multiple axes. So, you might be a really rational thinker and look and say, “Okay, what do I know is achievable, either because I have the right skillset in place, I have the right resources, I have the time and money available to me, I have mentorship?” Maybe it’s geographically feasible, right? But if you’re a really logical thinker that might be a really useful way for you to prioritize.

Some people hear that, and they think, “Oh, my God, that sounds so boring. That sounds like homework.” And they might be more drawn to just intuition of, like, where is their natural heat? Like, “What am I naturally drawn to? I’m going to just follow that instinct.” Other people might also think about this more emotionally of, “What am I afraid of? Like, maybe that’s actually the entry point I want to take in. The things that are scariest to me might also be most exciting to me.”

So, there’s a lot of that you can go into it, but you want to choose whatever feels right for you. Usually, it’s a combination of those things that you might want to ask yourself some questions around before you kind of come up with that short list.

Pete Mockaitis
Okay. So, we’ve got our short list, then what?

Ximena Vengoechea
So, at this point, you also want to start thinking about what’s feasible. So, I usually recommend that folks do a little bit of an audit of their time, “So, knowing that these are the things that I want to spend my time on, how am I spending my time today?” And I usually recommend that folks just look at an average day and make a quick list of “Here’s how I usually spend my time.”

You can think of it as like a pie chart, give yourself little percentages, maybe work takes up 50% of the time, child care or pet care or life admin, just start to chart it out, and see what is the delta between where you want to be and where you are. I think, similarly, doing a little bit of a relationship audit. So, thinking about who are the people in your life who you spend the most time with. That doesn’t necessarily mean physically, like you’re in the same room, but like these are the people you’re connecting with the most on an average day.

Usually, these people are somewhat convenient. So, maybe there’s someone you work with, or maybe they live in your building, or you have some reason that you’re seeing them a lot, versus they’re actually someone who can help me see these wishes through, who can help me see these goals through, and I don’t mean that in a transactional sense. I don’t mean, “So-and-so works in the recording industry. Like, I can talk to them about getting a foot in the door for whatever goal.” That’s not what I mean.

I mean people who are really inspiring to you, are motivating, the friend who you have a coffee catch up with and you walk away and you’re like, “Yes, like life is good. I can do anything.” Like, the people who boost you up or genuinely invested in you as a person. person, that’s what I’m talking about. I call them gems.

So, what we’re doing here is we’re kind of taking a look at, “Okay, there are some stuff that I want to do, that I want to pursue. What does my life look like now? Who is kind of supporting me? Who could support me? Where are the gaps?” because that is also going to give us information about where some tweaks might need to be made in order to support our pursuit of these goals and wishes and desires.

Pete Mockaitis
Very good. Okay, then what?

Ximena Vengoechea
At that point, you’ve got a lot of information about changes that you might want to make. That can feel both galvanizing, energizing, exciting, and daunting. Like, you might look at your lists and go, “Oh, my God, I’m not talking to anybody who I actually want to talk to,” or, like, “My schedule is not really in my control. Like, how can I shift even a little bit?”

And this is usually, I think of this as like a phase where, for example, if you’re setting a New Year’s resolution, we’re often not doing this depth of self-analysis. We’re kind of making the wish or setting the goal and forgetting about the rest, but we’re going so much deeper that now we can see some of the gaps in our own schedule, in our own lives, in our own network, however you want to put it. So, now this phase is about making sure that we don’t get dissuaded or discouraged by what we’re seeing because it’s normal to have some gaps.

If you didn’t have any gaps, you probably would have pursued those goals and wishes earlier. So, it’s normal, it is expected. And now at this point, we want to see, like, “Okay, how do I begin to chart a path forward?” And so, the third part is really all about goal-setting, and how to make these goals more manageable for yourself.

Pete Mockaitis
Okay. And how do we?

Ximena Vengoechea
So, I usually tell people, you know, like taking a look at those, let’s say, three to five areas. Like, how do we break those goals down into really achievable goals? So, for example, let’s say you have a wish that’s just to read more. You used to read as a kid, you don’t really read now, like you want to return to your love of reading.

Rather than go to the bookstore and buy 20 books that look awesome and put them on your bedside and go, “Okay, I’m starting tonight,” what if you got one book? And what if you committed to a paragraph a night? And then you work your way up to a chapter a night, right? Like, starting really small, so whatever that goal is, essentially how can you break it down into something really manageable? So manageable that you are virtually guaranteed to succeed because, especially in the beginning, it is important to get that momentum.

Psychologically, when you’re pursuing something new, it’s important to get these quick wins so that you go, “Okay, I can do this,” and then you can continue to make progress against that. So that’s one thing that I suggest.

Pete Mockaitis
I love that a lot. And we had B.J. Fogg on the show talking about Tiny Habits, and that really resonates in terms of in my own life and the results that he’s seeing, in general, it feels good to win and to be able to celebrate something. And it is worth celebrating something new, even if it’s super tiny. And he uses the example of when a child takes his or her first steps, no one says, “Okay, yeah, whatever, you only made it like six inches, dude.” It’s like, no, no, it’s beautiful and wondrous and worthy of celebration.

And so too is it if, “Hey, if we want to read more,” we’ve kind of had that as a hidden desire for years, and then we finally buy book and read a paragraph, that is worth celebrating. That’s something. Go from zero to one there.

Ximena Vengoechea
Absolutely, yeah. We’re making progress. It can feel really small, but that’s what we’re doing, is we’re making progress. The other thing that I recommend is to think about having some kind of accountability partner because it is totally natural, when you are pursuing something new, that things will get hard. Your schedule will be difficult, someone will get sick, like, things will get thrown off, you’ll forget. There are just a number of things that get in our way, as anyone who’s either tried to start a new habit or to stop a bad habit from forming. Lots of uncontrollable factors.

One thing you can do, though, is to have an accountability partner. So, let’s say you have something like, you know, there’s that yoga studio in your neighborhood that you pass by all the time, kind of wistfully looking at, like, “That could be me. Like, maybe someday,” and you’ve decided, “No, I’m actually going to get serious about exercise, and that is where I’m going to start.” Maybe, you find a friend who will go with you to this yoga class. Maybe you guys sign up to do this on a weekly basis. It is much easier to cancel on ourselves than it is to cancel on someone else.

So, when we have somebody else who is waiting for us, excited to see us, there’s just more accountability built in, and we are less likely to bail even if it’s really freezing out and we’d rather not put on our heavy down jacket and head out into the cold to the studio. Having somebody there on the other side really helps encourage us to keep going.

Pete Mockaitis
I dig it. Having been through this and seen other people go through it, have you observed any patterns in terms of ideal mindsets and not-so-ideal mindsets, in terms of the headspace or approach that we take while working these steps? Any do’s or don’ts come to mind there?

Ximena Vengoechea
Yes. I would say that you’ll have more success if you come into this with an open mind and self-compassion, the ability to give yourself some grace for when things are difficult. If you come into it with this mindset of “Everything should be perfect. Why am I already failing? Why haven’t I done all these things in my life audit? I’ve wasted my life. Like, now I’m behind and I have to really like catch up,” that’s a lot of pressure. That’s a lot of, like, emotional pressure to put on yourself. And that means that anytime there’s any kind of setback, with that mindset it’s going to be a lot harder to overcome those setbacks.

So, really, if you can do the opposite, if you can bring a spirit of openness, of curiosity, of, “Why haven’t I pursued that? Oh, that’s interesting. What might have been in the way at the time? Okay, what has changed in my life that maybe now is the right time to pursue this? Why is this getting harder? Maybe I need somebody else in my life supporting me, or maybe there’s a set of skills that I realize I don’t have in order to pursue this.”

But, really, coming in with openness, with curiosity, and a spirit of adventure, of like, “Okay, we’re going to try this, and we’re going to learn some things along the way, and not everything is going to work out, and that’s okay, because we’re trying, and we are still making progress toward living a life that is more aligned with our values,” I think that can be so much more productive and fruitful, and, frankly, more fun. And when things are more fun, we tend to stick with them.

Pete Mockaitis
That’s great. Well, Ximena, tell me, anything else you want to make sure to mention before we hear about some of your favorite things?

Ximena Vengoechea
I think just thinking about this as really an opportunity to get to know yourself and to carve out some time for yourself, again, I think we don’t really have many nudges to do this, so if you’ve been on the fence about, you know, or feeling a little bit off, then I would say just like consider this your nudge to dive deep and go for some self-discovery.

Pete Mockaitis
All right. Now, could you share a favorite study, or experiment, or bit of research?

Ximena Vengoechea
I’m always interested having my career in user research. One of the things that always comes up is how often participants have a desire to please you as a researcher, right? It’s like you show them study, you show them something, a prototype, a concept, and there’s such a strong…

Pete Mockaitis
“Oh, it’s really good.”

Ximena Vengoechea
Yeah, and you’re like, “No, this is broken. Like, I know it’s broken. It’s broken in all these ways. It is deeply flawed.” So, that always interests me, like this idea that even with a perfect stranger, there’s a pressure to perform. There’s a pressure to please in some way.

Pete Mockaitis
Yeah. And a favorite book?

Ximena Vengoechea
I just read this book by Natalie Sue, I Hope This Finds You Well, and it is a very funny office workplace novel. It perfectly captures office politics at its finest. It’s very funny. If you work in any kind of corporate setting, in particular, I think you will find it funny and a great main character.

Pete Mockaitis
All right. And a favorite tool?

Ximena Vengoechea
Sharpies, Post-its, and I love a good notebook, like a Moleskine notebook.

Pete Mockaitis
Is Moleskine your preferred brand?

Ximena Vengoechea
I like them, and then there’s also a German brand which I don’t know how to pronounce. I think it’s Leuchtturm. I’m sure that is not the correct pronunciation. But, yeah, both of those brands, I like.

Pete Mockaitis
And a favorite habit?

Ximena Vengoechea
Breaking things down into smaller chunks, but, really, I didn’t mention earlier the fresh start effect. Like, I love that for habits when you start on the first day of the year, or the first day of a new season, or having moved. That’s all, there’s a lot of research around how you can use a fresh start to make habit-building more effective.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks; they quote it back to you often?

Ximena Vengoechea
People really seem to connect with the idea of the life audit as a kind of spring cleaning for the soul, is the phrase that I use, and that’s something that comes up in a lot of conversations of, like, “Yes, that is exactly what this is.”

Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?

Ximena Vengoechea
Yeah, so a great place to start is my website, which is XimenaVengoechea.com, and that is kind of a hub for all ways to connect with me, whether that’s social media or my newsletter, and beyond.

Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Ximena Vengoechea
I think just checking in with that little voice, you know? I think just making space for it and not ignoring it. I think that’s really the main one.

Pete Mockaitis
Ximena, thanks. This was a lot of fun.

Ximena Vengoechea
Thank you so much. This is great.

Happy Thanksgiving 2024!

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Happy Thanksgiving! Pete briefly reflects on two recent episodes that helped level up how he uses AI.

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997: How to Push Past Self-Doubt and Find the Confidence to Pursue Big Things with Pat Flynn and Matt Gartland

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Pat Flynn and Matt Gartland share insights on impostor syndrome–and more–from their community of thousands of developing entrepreneurs.

You’ll Learn

  1. The mindset shift that stops self-doubt
  2. The three daily questions that build confidence
  3. Why to seek more uncomfortable situations

About Pat and Matt

Pat Flynn is a popular podcaster, author, and founder of several successful websites, including SmartPassiveIncome.com, where he helps people build thriving online businesses. He has been featured in Forbes and in the New York Times for his work. He calls himself “The Crash Test Dummy of Online Business” because he loves to put himself on the line and experiment with various business strategies so that he can report his findings publicly to his audience.

He is also the author of Let Go and Wall Street Journal bestseller Will It Fly?. He speaks on the topics of product validation, audience engagement, and personal branding. Pat is also an advisor to Pencils of Promise, a nonprofit organization dedicated to building schools in the developing world. Pat lives in San Diego with his wife April and their two children.

Matt Gartland is an entrepreneur, startup advisor, investor and the co-founder and CEO of SPI Media, where they help everyday people become experienced entrepreneurs through community-powered learning, connection, and support. He’s also the co-founder of Fusebox, as well as an advisor at several startups. He’s an expert when it comes to operations, finance, pricing, product development, and customer experience as well as empowering marketing and sales.

Resources Mentioned

Pat Flynn and Matt Gartland Interview Transcript

Pete Mockaitis
Pat and Matt, welcome.

Matt Gartland

It’s a thrill to be here.

Pat Flynn

What’s up, Pete? Great to be here.

Pete Mockaitis

Oh, I’m thrilled to have you. I have been such a huge fan of Smart Passive Income for well over a decade. It’s surprising I haven’t tried to rope you in more often.

Pat Flynn

Well, maybe this will be the start of several roping-ins.

Pete Mockaitis

Be careful. Be careful what you promise, Pat. But why don’t you, why don’t we just kick it off? Can you orient us for those who are not as familiar, what is Smart Passive Income, your whole brand, website, channel, thing you got going on?

Pat Flynn

Yeah, I’ll start because it kind of began with me in 2008. I had gotten laid off from my dream job as an architect, and that was the only plan I had was to be an architect, and I got let go in 2008 with the Great Recession, didn’t know what I was going to do. And then through the interwebs, I discovered a podcast that taught me the idea of, “Well, I could start my own online business.” And I was like, “This is insane. Like, I didn’t go to business school. I don’t know how to do any of this stuff, but I had to survive somehow.”

So, I ended up building a website to help architects pass an exam called the LEED exam, a very niched, green building, sustainable design sort of exam, and it did really, really well. In about a year, it had generated over $238,000 in that first year, which was mind boggling. I didn’t even think that was possible, number one. But, number two, I thought at any moment in time, the SWAT team was going at me because it just didn’t feel like it was possible, like, I just I had no idea what was happening.

Pete Mockaitis

You’re making money too easily, “You’re under arrest for easy money.”

Pat Flynn

I was, like, I went to school for architecture, and I’ve spent all this money for schooling, and then here I was just, like, learning as I was going, and doing much better. It just didn’t make sense. Now when that happened, a lot of people were like, “Pat, tell us what happened. How did you do this?” I’m like, “I don’t know. I’m just to share what I did,” and that’s what I did.

I started a website called Smart Passive Income And then along the way, in 2013, I wrote my first book, and that’s where Matt and I crossed paths the first time because he was helping me edit that book, and I had just such a wonderful experience working with Matt then that we started working a little bit more closely together on projects.

I started to speak a lot more on stages, build more of a brand reputation in the personal brand space here. And then Matt and I tied the knot, if you want to call it that, in the late 20 teens, and have been working together ever since, and it’s just been fascinating. So, now we teach people, no matter what level they’re at, how to start a business online. So that’s the quick story from my end.

Pete Mockaitis

Well, Pat and Matt, you have built an amazing thing, and I do know firsthand I am a longtime customer and fan, and so I recommend we’ll be linking it in the show notes and whatnot all your goodies. But this is not a podcast so much about creating cool online courses or building a dope YouTube channel, even though you’ve accomplished that.

But I want to talk to you, specifically, about the zone of confidence, imposter syndrome, because that comes up a lot for my listeners, and I know it also comes up a lot for your students, and they wonder, “Well, who am I? Who would ever want to pay money for my course? Or who might want to listen to me on a podcast, or watch me in a YouTube, or pay me hundreds, thousands of dollars for what I know in some sort of a package?”

And so, you’ve helped many people think about this, I think, pretty well and clearly. Not like, “No, you’re brilliant! No matter what you do, it will work and you’ll prosper and get rich!” Nor it’s like, “No, forget it! There’s no chance for you. Forget it! Who are you to say it?” Like, you really do a wise job, I think, of navigating this territory between under- and overconfidence, so I want to hear all about how we do that.

Pat Flynn

Yeah, this is a really important topic. I mean, whether you are going to become an entrepreneur or not, becoming entrepreneurial in the way that you think, in the way that you solve problems, in the way that you feel about yourself is really, really key. Obviously, if you are an entrepreneur and you don’t believe in what you have to offer, you’re not going to do a good job of selling it. Nobody’s going to believe you. And when it comes to the workforce, in your professional career, if you don’t believe in yourself, you’re not going to go anywhere either.

There is selling involved in who you are and the value that you have to offer your higher-ups in which you could provide the company, and those are all important things to understand. Yet, like an entrepreneur, we always get in our own way.

We are often, and this is where my story really began as an entrepreneur, is I had to let go of who I thought I was supposed to be in order to become who I was supposed to become. I had been trained to have everything be perfect. As an architect, especially, it’s like if you don’t build the building well, it could crush people, so you kind of need it to be perfect in the way you design things.

But when it came to being an entrepreneur, you can’t. You have to be imperfect. That’s the only way to progress is through failure and mistakes and learning as you go and figuring things out. And if I had to design my career, like I designed a building, I would still be designing it and not taking any action. But what I learned, and maybe this is where we start, is through all of this, relationships have been so, so key.

Knowing people and understanding what value means to them has been the most important thing to help me get to where I’m at today and will continue to help me as I move forward. It’s all about relationships. So, if you try to go through life and your career all on your own, it’s going to be very, very difficult. But when you start to understand the people part of this, it begins to unravel into a clearer path because, really, it’s about serving others.

And that includes in your work, your clients, obviously, but also your manager or your boss, and understanding what’s important to them and seeing how you might be able to position yourself as indispensable or providing some sort of value that only you can do because, either maybe that’s your expertise, or that’s what you train to do, or you figured something out, that without you, the company wouldn’t run in its optimal format.

So, there’s a lot to unpack here, I’m sure, but for any entrepreneur who knows what they’re doing, it’s about serving others first. And I think it’s the same thing when it comes to building your career. How can you be of service to others? Your value, your salary is often proportional to that.

Pete Mockaitis

I love that so much. And starting right there with that imperfect, I think that is probably a killer of starting quite often from the get-go. It’s like, “I don’t know how this is going to work. I don’t know if it is going to work. It might be kind of shoddy.” Take us into the right mindset for starting imperfectly. Like, what’s the wrong way to think about it, that’s going to kill any idea or momentum before it starts? And what’s the prudent ideal way to think about imperfection?

Pat Flynn

The idea of imperfection and failure has been ingrained to many of our heads since growing up, “If you don’t get an A, you’re doing it wrong,” or on your tests. It’s, “You have to be perfect or else.” And that’s a very tough position to be in. How could you possibly even learn to explore or try new things if that is the mindset you have going into something new?

You have to have the mindset of failing fast means learning faster. And I think that that is a huge thing to understand. The idea that as long as you understand that there is learning to be had, true failure is giving up, but worrying so much about what the result will be often stops people in their tracks. I make the success my actions, not the result of those actions, because I can’t always control the results. But I can control the actions I take.

And so, if there’s learning on those results, that means even if I fail, I am making progress, and sometimes, yes, you’ll have to communicate this with other people who are around you and other involved parties. But, mentally, introspection-wise, personally, I use to account all of my success on the results that the work that I did do, and that’s a very tough position to be in. Imagine doing the action, and then an algorithm or YouTube or somebody else says, “No, that’s incorrect,” or, “You did it wrong,” even though you know that you prepared yourself to do things correctly.

And so, it’s a very tough mental position to be in to consider your success, the results of what you do, versus, “I did the work. I showed up. I did my best, and I’m learning from my mistakes.” That is a win even if the result isn’t where you wanted it to be because you can’t necessarily always control the result, but you can always control your actions that you take now. The actions that you take today, turn into the story that you tell about yourself tomorrow.

Pete Mockaitis

Tweet that, Pat. That’s good.

Pat Flynn

Yeah, I’ll engrave that one in a wood plaque at some point. But, Matt, I’m curious your thoughts on this too, because you deal directly with a lot of students who are at that level, where they just are getting in their own way and they’re telling themselves stories about why this is not going to work. How do you coach people? You’ve coached several people in our community directly on those kinds of things.

Matt Gartland

I like how Pat kind of phrased it around entrepreneurial and how do we just kind of reframe sort of our headspace and then, therefore, our approach to relationships.

And it’s similar, but maybe a different way of teeing it up, which is not to expect an immediate reward, not to expect like, “Hey, I’m going to do a thing. I’m going to deliver value into a relationship,” especially a new relationship, and instantly expect, like, closing a sale, or getting a yes, or some sort of immediate gratification.

If we can lean into new relationships and be okay with the imperfection of like, “I’m not getting something immediately back,” and being okay with that, and I’m not saying that that’s easy, but just like the reps of practicing that, that is healthy relationship-building.

Like, just invest into them, deliver value, help them in some way, start to earn that trust. That works in any career. That works in a corporate environment, whether it’s with your supervisor or a cross-functional manager or partner or an executive in your company, if you work in retail. All of these different career pursuits and job types can, I think, improve if we initially detach the pursuit of, like, some sort of instant gratification or reward for my actions, and invest more into their success and just value delivery, I think is one of those really healthy, important kind of reframes on building relationships and getting more comfortable and, therefore, less maybe trapped in our own insecurities or imperfections, that headspace is not helpful.

Pete Mockaitis
Ooh, there’s so much there in terms of I like that headspace is when you are focused on serving and delivering value to the others, by definition, we’re no longer self-centered. “You lose yourself,” to quote Eminem, the best pump-up song ever, before entering a situation. So, you lose yourself and you’re not self-centered, you’re other-focused, giving value, and then a lot of the nervousness disappears. I’d love to hear a bit more about the success comes from the actions, not from the results.

We had B.J. Fogg on the show, talking about Tiny Habits, and he’s awesome. He told me that I was a natural celebrator. And I’m curious, if we find ourselves maybe getting a little bit hung up on the external results, the wins, the validations, the atta-boys, are there any methods or approaches you use to celebrate your actions or to bring your head back into the zone of, “No, no, this was a win, this was victory because I took the action here”?

Matt Gartland

I think that this is a part of the richer story of, like, finding jobs that speak to satisfaction and bring joy to our work

Just like doing good work with good people, trying to help in whatever sort of way that that makes sense in your own definition of an ideal job, I think, is a really kind of motivating force and can help us overcome mistakes and pitfalls and whatnot that will be true anywhere if we’re not doing those things. And, I think Pat said it earlier, like we’re not maybe trying hard enough or leaning into the opportunity to serve people and collaborate with others.

Pat Flynn

Also, I think it’s important, and you’d mentioned this briefly, Matt is the idea of the team and doing great work together with others. And part of a leader’s role, and I think everybody should, and it’s very entrepreneurial to be a leader, to see others who are there who might need your help or guidance, to also recognize the good work that they do. And I think it’s important in a communal situation, especially in a workplace, to recognize those who are doing work that may also often just be overlooked.

I remember when I was working in architecture, there was one person, Adrian was his name, he would always recognize the small things that I did that were good, and that reinforced me to want to do those things and other things even better, and those are things that the project managers would often sort of overlook. And that made sense because they weren’t directly working with me. Adrian was the job captain who was in charge of sort of my work and overseeing my stuff.

But recognizing things that were a little bit challenging, and even if I didn’t do them correctly, the fact that I tried and made progress on those things was good. It helped me want to make sure those things were even better the next time, and that’s really key. And we practice that inside of Team SPI as well, and we try to recognize those in our community at the same time and the good work that they do. Even those small things matter quite a bit.

It’s human nature to want to feel like you’re a part of something, and I think in the workforce that sometimes gets forgotten because there’s a job to do, but it’s still people talking with other people and connecting with other people, and the people sort of component of this is really key. And if you can set yourself up as a leader, which means a few things, being a leader means seeing and recognizing the work that other people do, like I just said.

But it’s also owning up to what your weaknesses are and what your mistakes are, and then seeing how others can fill in that gap, and you all working together toward a greater good or a common goal, or also working on those things that are weaker and just not pretending like you know everything, I think, is important, too. The good leader is the one who’s in the trenches with the community, not the one at the top of the mountain just yelling and telling everybody what to do, in my opinion.

And I think that energy inside of that workforce and that workspace is really important to just to understand. There’s no necessarily a barometer that measures the energy in the room. But there is a feeling, and I think it’s important to keep that as high as possible, the energy in the group.

Pete Mockaitis

I dig that a lot, and so props to Adrian. Thanks, Adrian. You’re awesome.

Pat Flynn

Yeah, thank you, Adrian.

Pete Mockaitis

If we’re lacking an Adrian in our workplaces, an unfortunate place to be, do you have any self-talk approaches or strategies? If we may, could we zoom into the conversations that you’re having with yourselves that you find helpful for persisting in the midst of these sorts of situations?

Pat Flynn

I’m reminded of a journal that I used to write in every single day, I did for three years until I moved on to a different system, but it’s called “The 5-Minute Journal.” And “The 5-Minute Journal” is an incredible sort of journal. Journaling is great. That’s a great way to be introspective and to learn and to kind of unpack things that may be happening throughout the day, but I always found that just like blank page journaling was very hard. I’m like, “Okay. Dear, Pat, here’s what your day was,” and then, like, I don’t know where to go.

But “The 5-Minute Journal” is nice because it breaks things down for you. When you start your day, you open this book, there’s already prompts, “What are three things that you’re grateful for today?” And I love starting the day with thinking about gratefulness because, no matter what happens, I know there’s something I can be grateful for, and it changes every day. I might be grateful for the food I have, or the fact that I get to drop off my kids at school every day. Whatever it might be, it changes.

But what’s really nice is at the end of the day, I can look back before I go to bed and I can write three things that I’m proud of myself for actually accomplishing. No matter big or small, I know I made some sort of progress, and it could be as small as the fact that I made my bed in the morning, to the fact that we just finished this million-dollar project and the client loved it. Just to have that documented and to kind of put it on paper allows us to process these things.

And the additional component of “The 5-Minute Journal,” Also asks you, “What are three things that you could have improved on today that you’re going to hopefully improve in the future?” And it might be, “Oh, you know, I was a little bit of a jerk to my coworker today. I’m going to work on that tomorrow. Cool.” “I didn’t work on my health and fitness today. I just ate McDonald’s all day, so I’m going to try to work on that.”

And, again, it becomes a place to document these things, and it’s really amazing to go back into time and read these things, and it kind of helps you remember that, (a) you have all these amazing things to be grateful for, no matter what’s happening, and (b) you are always looking to see how you might be able to incrementally improve tiny habits, just like you said, over time, and that’s one device that I would recommend people check out if you’re into that thing.

Pete Mockaitis

Oh, very good. I think we had a psychologist, Dr. Ellen Reed, saying these exact sorts of prompts so they’re good, they are science-approved that they really do get you into an awesome, what’s the word, it’s like a nice virtuous cycle in terms of, “Okay, we got some gratitude, we got some pride, we got some improvement, and up and up and up and up, and self-confidence rises,” and it’s a beautiful thing.

Matt Gartland

I’ll add, if I can, two additional thoughts on that, I think that’s great. One is to preemptively surround yourself with people when you need them, whether that takes the form of a mastermind group, at least as we think about those in online communities, whether that is a collection of your neighbors in your local community. I’m privileged to have some really awesome neighbors that we’ve gotten close and we hang out a good bit these days.

Or, even a variety of different small kind of addressable groups, because we’re all going to have bad days or bad weeks, and these things are not always, per se, work-driven, or career-driven, like, life of course intersects us all the time.

So, if you can build into those relationships, which kind of, of course now, kind of folds back on the power of relationships and intentionality with which we’re investing value into relationships, then lean on them when you have a low moment and you need some re-encouragement, if it’s a super bad day, because you know that it’s going to come back around. One of those friends and colleagues or partners is going to need that of you.

And then you go through that cycle enough times, you’ll learn one of the most obvious truths ever, which is we’re all going to have hard moments at any scale of success, no matter what number is in your bank account or what size house you live in or all these other maybe, like, attributes of success or claims of success. Like, we all struggle with stuff, and people are people. So, if you can build it with the right people, and if you’re surrounding yourself with people that share your kind of a common set of values, and you nurture into that, that safety net is there when you need it.

Pete Mockaitis

That is huge. I’ve got a podcast mastermind group and a church men’s group and, of course, just friends and neighbors, and it’s huge. So great reminder. All right. Beautiful. So, let’s say we’ve got these foundations in place. We’re going to start imperfect. That’s cool. We’re going to do some journaling and thoughtfulness associated with celebrating the daily successes. We got supportive relationships. Cool, cool, cool.

Well, let’s say, yeah, we’re going to embark upon this thing that we found kind of scary. Maybe it’s a big new project. We’re not sure if folks are going to embrace it at work or it’s maybe our own side hustle, our own project. What are some of your pro tips on taking the first real steps in the exterior world that are likely to be prudent and not too risky, not too un-risky?

Matt Gartland

Especially through the entrepreneurial lens but I think this works in so many other contexts, is to develop a range of skills borne of a range of diverse perspectives, which is in contrast to just being too narrow and maybe even almost too hyper-specialized with one discrete skill or focal point.

With small business, especially if you’re working for yourself and you’re not a venture-backed tech company, then you’re probably doing a lot of this stuff. You’re trying to think about your marketing and positioning. You’re trying to design the product or service. You’re doing fulfillment, like the actual delivery of that work or build that thing. You’re maybe even doing a little bit of sales, business development, building relationships, maybe some partnerships.

And if you lean into that with joy, if you lean into that with like an adventurous sort of mindset, like, “Look, like that’s actually a good thing. If I can develop a broader range of skills that gives me more confidence…” to go back to the theme of confidence, “…and, like, being able to do the thing, whether, again, it’s a side hustle or a small business on my own, or even just a big project at work.”

And there’s a great book that kind of encapsulates a lot of the thinking by David Epstein called Range, and he pulls from a crazy amount of industry and science, and even athletes, professional athletes, to kind of make the case and tell these stories, which is, like, if you can have more range of ability, you can think faster, make sharper decisions, your instincts are improved, you’ll enjoy the process more, you’ll probably have outsized performance as a result, and, therefore, set yourself up for a higher degree of probability for success.

Pete Mockaitis

We had David Epstein on the show talking Range, and it’s good. We’ll link to it in the show notes.That’s beautiful. That confidence often comes from, “Yeah, sure enough, I’ve done this before in a lot of different contexts, and, boom, we got this under control.”

Pat Flynn

From my perspective, I love the idea of what I like to call a voluntary force function. A force function is something that kind of forces you to do something, and a voluntary one is you put yourself in that situation on purpose. And I have a perfect story to share about when I was still in architecture, where I, in fact, got a promotion and a raise as a result of putting myself in a situation that was slightly higher pressure than I would just be otherwise because I voluntarily put myself into that situation.

So, thankfully, I was with Adrian out in Orlando. We were meeting with the Hilton regional director for all Hilton hotels on the East Coast, so he was like a bigwig in the world of hotels. The division in the architecture firm I was at was hospitality. So, we built hotels, restaurants, that sort of thing, and I was just like the grunt in the room. I was just there to take notes and to follow along. I was sort of almost like intern status even though I was getting paid. It was very early on in my career.

There was a point in the middle of this conversation where they wanted to redesign a lot of the hotel rooms and kind of make them a little bit more modern, and there was a tool that had just come out called V-Ray that was a 3D modeling tool that allowed you to have photorealistic versions. This was early 2000s, by the way, so it was like before all the neat fancy easy-to-use computer-related programs came out. This was like early, early when it came to that stuff.

And the regional director said, “Hey, does anybody know how to use V-Ray in the room? I want to see what these rooms are going to look like before we make these final decisions,” and the room was completely silent. Nobody raised their hand. I had heard of V-Ray before. So, I don’t know what it was in me, I put my hand up and I said, “I can make this 3D renderings for you.” He’s like, “Son, you were in the back quiet the whole time. Who are you?” “Well, I’m Pat Flynn. I’m just a drafter here at MBH Architects.” “Cool. I look forward to seeing those renderings in about a month.”

And Adrian looks at me, he’s like, “Are you kidding me? You don’t know how to do that?” And I said, “I’m going to figure it out.” And I did. I had enough. Like, that was all I could think about because I had so much pressure on me to figure it out that, guess what, not only did I figure it out, I became the example for so many other people in the office on how to use this program. I even taught workshops on how to use this program. I wasn’t an expert, but I knew enough to do what I needed to do to get those drawings out there.

And just last year, I went into my dad’s storage unit because he wanted me to get some stuff out there from the past, and I found those renderings and it just brought back all these memories of the heightened pressure I was in, yes, but just how great it was to accomplish something that I didn’t even think was possible, because I put myself in that little bit of a higher-pressure situation. It’s almost like if you want to learn a language, what’s the best way to learn a new language? You literally buy a plane ticket and spend a month in that country. You’re going to figure it out because you have to kind of thing.

And I think a lot of us often will try to sit in complacency when it comes to our work and our life. Comfort is great, but comfort doesn’t help us grow. All the best and most awesome things happen outside of that comfort zone. So, there might be something in your audience’s head right now that they might be thinking, “Well, what if I were to put myself in that position?” Well, what if? What would happen? And also, what’s the worst-case scenario? Probably not as bad as the best thing that can happen if you take action and you are compelled to do it.

Pete Mockaitis

Yeah, that’s really well said. As I suppose the worst-case scenario is you fire up V-Ray, and you go, “Oh, shoot, this was vastly more difficult than I expected.” But on the flip side, I imagine you’d say, “Hey, I’ve learned new software packages and platforms before, and I am an architect. Though I don’t know it yet, how brutally challenging can it really be?” especially if you’ve got, you don’t need it tomorrow, you’ve got some time on your hands.

Pat Flynn

And it’s not impossible. That’s the other thing. A lot of times we assume things are impossible, or, “I would never be able to do that,” but that’s just a story we’re telling ourselves based on past experiences. But when you break it down to first principles, like Elon Musk does with things, you can eventually build a rocket that can go into space and land itself, which nobody thought was possible.

But you start to strip things down to the absolute truths and realize that, “Well, maybe it is possible and maybe I can do this. And if somebody else has done it before, then it’s absolutely true that it’s possible. I just need to figure it out and talk to the right people, make the right calls, do all these actions that I wouldn’t have normally taken because I wasn’t in this slightly higher-pressure situation.”

And that helped me account for a raise, a promotion. Like, it led all the way to where I am now, the butterfly effect, so.

Pete Mockaitis

Well, I love that story so much. And, Pat, if we are not so fortunate as to be in a meeting with a bigwig who asks a question that’s just floating in the air waiting for us to grab, any pro tips or fun ideas for how we can bring the forcing situation upon ourselves?

Pat Flynn

It reminds me of Noah Kagan from OkDork. He was number, I don’t know, nine at Facebook or something and then he got fired. But then he wanted to work for Mint.com, and he applied for a marketing position there and he didn’t get it. So, he said, “No, I know I can help this company. I’m just going to come up with a marketing plan and make it on my own. I’m going to write a 10-page report on the way that I would market Mint if I was here. Even though I didn’t get hired, I’m just going to give them my plan because I know it’s that good.”

And he did that. He didn’t have to, but he did, he volunteered to do it, and then they hired him because it just showed that he really, truly knew exactly what he was talking about. So, in a way, it’s an understanding of, “Okay, what is of value to said company, said person, whoever it might be that the decision-maker is, and then giving them that value, like, go and do the thing?”

So, if I didn’t have a bigwig, if I was proactive in thinking about what would be valuable to Hilton or this company or my work at the time, I might have already had that idea to make a V-Ray version of this even if I wasn’t prompted to because it matched that level of “What is value to who is the decision-maker right now?” So, exploring and going out there, and asking and understanding what it means to, you know, a lot of us when we’re working somewhere, we don’t really know how the work we do affects everything else that it leads to.

I think the more you can begin to understand your role in what it is that you do and why it matters, then you can lean into those things that you then bring to the company more than if you’d kind of just did the bullet-point list on your job description.

Pete Mockaitis

Oh, Pat, I love that so much with the Noah Kagan story. It reminds me, also we had Ramit Sethi on the show talk about the briefcase technique. Like, in an interview, he was like, “Oh, let me show you. I went ahead and did the thing.”

So, what’s cool about that is you combine those elements of, “Okay, but think about a person and what’s of value to them. And, hey, here’s a date in which I’m going to be speaking with that person. Well, hey, it looks like I’ve now got some pressure in terms of a deadline. I should go ahead and make the thing before I meet with that person.”

And, Matt, I wanted to follow up with your perspective. You’ve got some views when it comes to people, relationships, being of value. How do you think about that in a way that’s just been really transformational for you?

Matt Gartland

Well, even in Pat’s examples, like the power of story infused with doing of the thing, I think if you can do both in the right context, that’s a positive double whammy. So, yeah, do the thing, take initiative, but then add a story layer to it. Communicate your thought process. How and why did you come up with, maybe with the Noah example, why did you come up with the type of marketing plan that he did? It’s not just the fact that he did one, but it’s he created a specific one borne of his own creative thinking, his own imagination, his own story.

So, if you can, in your own situation, think about the “what.” The “what” is the thing to do, but also then, like, the “why” in the story, and it kind of brings your own personality into it. That’s how you get sticky. That’s how, like, “Oh, like, Matt Gartland or Pat Flynn,” or, like, your name gets associated with the thing more than just, like, “Oh, this is a nice plan. I’m going to go implement the plan. I kind of forget who actually did it.”

So I’d figure out like what that story wrapper is around the thing.

Pete Mockaitis

Yeah, I’d love that concept of the story wrapper around the thing, it enhances it. I’m thinking back in the day when I was consulting, I had plans to leave consulting and start my own business, and so I had created this savings spreadsheet, just like personal savings of money, like, “Okay, how can I make it so dirt simple to know how much money I should be saving?” And so, I thought, “Okay, just input your base expenses and then see how much do you want to save, by what time. And then here’s how much you have left to play around with.” And so, that’s all I got to know.

It’s like, “Okay, spend less than $80 a day on random fun things, like tacos or whatever, and we’re good.” So, I shared that with a few of my colleagues, and they thought it was cool because they’re consultants and they like spreadsheets. But you’re right, when you added the story around it, it became legendary.

And when I left, and folks were talking about, “Oh, Pete, bye. We’re going to miss you, and your legendary savings spreadsheet will live on,” because there was a story like, “Oh, yeah, I want to leave this consulting and go be a speaker, author, something. I love developing people skills stuff and I’m going to figure that out, and I’m going to need some savings because I don’t know what I’m doing yet.”

Matt Gartland

Yeah, I think that’s exactly it.

Pat Flynn
So good.

Matt Gartland

And maybe as another intersection that’s adjacent to the thought is, “Can you do something that maybe the other person,” or if it is a bigwig, “they don’t want to do or it’s not their cup of tea?” So, like the classic maybe phrasing of one person’s garbage is another man’s treasure, kind of adapting of the metaphor here, but at least in the entrepreneurial world is maybe a better example.

There’s a lot of energy about being a visionary and coming up with ideas and being the idea person, and that’s really important work, to be clear. But, especially, then down the line, though, there’s need for operations and integrations and systems and finances, and all of these other things that come around.

And, at least, if you look at it on paper, if you read a book, maybe like Gino Wickman’s book, Rocket Fuel, as one reference point, there’s a whole other set of value in responsibilities and work to do that. Maybe, like, in this context, a visionary doesn’t want to do, and especially if you are maybe naturally wired to be that person, can you feel out those opportunities to do the other side of the coin, add value in this other way, create an opportunity by taking on an initiative, or lean into an opportunity and create that opportunity for yourself by doing so that kind compliments the other side, compliments the other person or the other team in an organization?

I wouldn’t say force yourself into something that you don’t want to do. That’s not what I’m trying to articulate, but rather it’s, like, if you are naturally gifted and can lean into an opportunity that someone else maybe doesn’t want to do, I mean, there’s an opening right there, and then add together, kind of stack these ideas, find that opening, take initiative to create a thing, put a story wrapper around it. Gosh, I think if you did those three things in combination, that’s a massive winning advantage.

Pete Mockaitis
I love that so much. And now I’m thinking about my colleague, Anne, at my other company, Cashflow Podcasting, and it’s funny, there’s been a couple of times where I’ve just “vision-arily,” I guess, just thrown out an idea, and then she comes back with such beautifully detailed spreadsheets. I was like, “Hey, I think our website could really be improved here, here, here.”

And then she’s like, “Okay, so here is an in-depth creative brief about all of the strengths and weaknesses associated with our competitors’ page in which they are doing the job better than we are doing, and how I’d like to adapt this and that.” And I was like, “Oh, wow.” It’s, like, I didn’t want to do all that. I just wanted the page to be beautiful and more effective. But then she just did the hustle, the legwork of the detailed bit-by-bit, “This is what excellence can look like,” and it was oh so delightful to me.

Matt Gartland

Yeah, that’s an amazing example. I think that’s spot on.

Pete Mockaitis

Well, Pat and Matt, tell me, anything else you want to make sure to mention before we hear about a few of your favorite things?

Pat Flynn

One thing comes to mind when it comes to entrepreneurship, I think it’s important, especially when you want to be a leader, when you want to be a teacher, there’s so much information out there now. Information is now not the valuable thing anymore.

So, we have to think beyond the information or beyond the work that you do, and it’s the brand that you create around the work that you do. That involves how you interact with people, but also that involves what you stand for. What are your beliefs and your values that you bring here that support the company that you work for? Because those are the things that become the people-to-people connection.

We connect with other people, and I think that the more you can show up as a human, and that means taking a position on something, that means taking a stand for something you believe in, that also supports the company’s values, and really kind of not just doing the work that, eventually, and it’s a scary time right now with like AI. AI is going to take a lot of jobs and it’s going to do a lot of work that is just kind of commoditized, and everybody’s doing the same thing.

So, it is the human-to-human interaction that is going to be the differentiator. So, it’s important to work on who you are and how you then can mold into the business that you’re in and to the company that you’re in, in a way that’s beyond just, “Here’s what I was hired to do. Here is the value beyond that that I can bring to the company, the relationships, the energy, the positioning that we have, and the mission that we’re on together.”

And I think it was Zig Ziglar who said, “You can have anything in life that you want so long as you help other people get what they want.” And so, I’ll finish there because that’s one of my favorite quotes and I try to live by that.

Matt Gartland

For me, it’s the notion of letting go, which is kind of ironically, and it’s fun to say, like the first project Pat and I worked on, which is the title of his memoir book. Like, if you want to keep growing, pursuing new opportunities, you’re going to have to let go of the thing that got you there. Like, maybe it’s the job in pursuit of a different job, maybe that requires a small leap of faith.

Whether it’s maybe going out and starting your own business. I mean, any sort of reference point to get to the next thing, and the next thing that is maybe a little more meaningful. It’s not maybe an incremental point of growth. It’s maybe a little more towards exponential. It’s going to take some of that, again, courage, overcoming some imperfection tendencies, and some of the other things that we’ve discussed today, to let go of that thing, even if it’s been awesome and successful, and it’s even a big part of your identity up until this point, especially from a career standpoint, to do something new and exciting, maybe a little bit bold.

Pete Mockaitis

Beautiful. Thank you. Well, now in rapid-fire, could you share a favorite quote, something you find inspiring?

Pat Flynn

“Whether you think you can or you can’t, you’re right.” Ford.

Matt Gartland

All right. I’ll use “Give to Grow,” which is the title of a friend’s new book that’s coming out all about investing in people, and we’ve hit on some of those themes today. So, give to grow, and good things will happen.

Pete Mockaitis

All right. And a favorite book?

Pat Flynn

Right now, Dark Matter. It’s the latest one that I read, and I don’t read a ton of fiction, and I really loved it. And it’s now, I guess, an episodic series on Apple.

Matt Gartland

All right. I’m a proud father of two little girls, so it’s a parenting book, but The Anxious Generation is just a masterful read for me.

Pete Mockaitis
Oh, Jonathan Haidt.

Matt Gartland

He’s a parent. Yes, exactly. And I think there’s just a lot of crossovers into society and how we think about just the intersection of work and life, and mobile devices being at the center of a lot of that. So, it’s a fantastic read on a lot of levels.

Pete Mockaitis

And a favorite tool, something you use to be awesome at your jobs?

Matt Gartland

Notecards.

Pete Mockaitis

All right.

Matt Gartland

It’s just such a great tool. Simple. You can have multiple versions. Carry them with you everywhere. Get ideas down, plot out a plan. So, notecards.

Pete Mockaitis

All right.

Pat Flynn

For me, kind of similar, Post-it notes. I use it to plan everything, like literally everything. Our brains do a good job of coming up with ideas but not necessarily organized or in the correct order. So, I like to get everything out there using Post-it notes, one idea per note, and then that’s where I rearrange things. I use that to write my books, create courses, outline my YouTube videos, podcast episodes. So, it’s like a notecard except there’s a little sticky edge on it. So, me and Matt are pretty similar in that.

Pete Mockaitis

All right. And a favorite habit?

Pat Flynn

I think about a few things that I’m grateful for the moment I wake up.

Matt Gartland

Sleep habit is mine. Just when I go to bed and try to get into a healthy circadian rhythm so that I’m waking up as refreshed and as energized as I can be, because if I have that, everything works better throughout the day.

Pete Mockaitis

And is there a key nugget you share that you’re known for, a Matt or Pat original quotation?

Pat Flynn

“You got to be cringe before they binge.”

Pete Mockaitis

Yeah, that sounds accurate.

Matt Gartland

That’s pretty good.

Pete Mockaitis

All right. And if folks want to learn more or get in touch, where would you point them?

Matt Gartland

So SmartPassiveIncome.com is just our site at large, but as we’ve kind of shared, or at least at the top, the community is the center point of everything that we invest into and care about the most because we know it works. We see it every day. So, you can go to SmartPassiveIncome.com/all-access to check out our All-Access Pass, which is just a perfect kind of on-ramp to all of our work.

Pete Mockaitis

All right. And a final challenge or call to action for those looking to be awesome at their jobs?

Pat Flynn

I challenge you to get a little uncomfortable. If you’ve been complacent, but you’ve been looking to grow, where might that next level be in that realm of a little bit of discomfort, one sort of step outside of that comfort zone? I think, typically, when I run this exercise with students, they already know what that is because they’ve been wanting to do it, they’ve just been scared.

And this is just a call to action to go and make that happen because, here’s another quote to finish off that relates to this, that is a Pat Flynn original, “I would rather live a life full of ‘Oh, wells’ than a life full of ‘What ifs’.” Those regrets are going to haunt you, so you might as well take action and see what happens.

Matt Gartland

And I would say, go say hello or introduce yourself to one person that you know that you should know as a part of your network, as a part of maybe even your inner circle, and you haven’t because of XYZ mental figment of your imagination. So, it takes some more courage to do that, but, yeah, go say hello to that person.

Pete Mockaitis

All right. Matt and Pat, this has been delightful. Keep on doing the great stuff you’re doing.

Matt Gartland

You as well, Pete.

Pat Flynn

Thanks so much, Pete. You, too.

Matt Gartland

Thanks a ton. This was great.