532: Positive Psychology Expert on Setting Big Goals and Creating Your Best Life

59:03

What if the financial advice you trust is actually hurting your future? Mark Matson believes it is, and he has the data to prove it. In this episode, I sit down with Mark Matson, founder of Matson Money and a pioneer in the evidence-based investing movement. With over $10 billion in assets under management, Mark has helped thousands of families and advisors break free from Wall Street myths, media-driven panic, and the illusion of market timing. But Mark didn’t start in finance. In fact, he nearly gave up on the entire industry — until a few key realizations (and one powerful idea from a Nobel Laureate) reshaped his approach to wealth entirely. We talk about: The dangerous psychology behind most investing decisions and how to fix it Why traditional financial advice often fails to deliver real value What Wall Street doesn’t want you to understand about your money The importance of storytelling in transforming investor behavior Why “doing nothing” is sometimes the smartest move in volatile markets Mark also shares how he trains financial advisors to become coaches — not salespeople — and why aligning your portfolio with purpose is key to long-term success. Whether you’re an investor, advisor, or entrepreneur, this conversation will change how you think about money — and what it really means to grow wealth with integrity and intention. Mark Matson is an American entrepreneur, author, and innovator in the fields of investing science and financial education. He is the creator of educational experiences, platforms, and tools that make Nobel Prize winning investing research accessible to investors and transform their relationship to money. Most notably, he is the creator of The American Dream Experience and the Matson Method. Get Mark’s book here: https://rb.gy/h4brr0 Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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547: First African American Astronaut to Walk in Space on Lessons from His Missions and Embracing Infinite Possibilities 56:44

7 days ago56:44

56:44

Welcome to Strategy Skills episode 547, an interview with Bernard Harris, an astronaut, physician, venture capitalist, philanthropist, and author of Embracing Infinite Possibilities: Letting Go of Fear to Find Your Highest Potential. In this episode, Bernard Harris, the first African American astronaut to walk in space, shares his experiences and describes the thrill of launching into space as well as the physical challenges of microgravity. He discusses the significance of inner strength, resilience, and a growth mindset. His book, Embracing Infinite Possibilities, encourages self-discovery, overcoming obstacles, and opening your mind to life's infinite possibilities, instilling hope in those who have yet to discover their own power. Get Bernard’s book here: https://rb.gy/fgx6d8 Embracing Infinite Possibilities: Letting Go of Fear to Find Your Highest Potential Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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546: Renowned Experts Christian van Nieuwerburgh and Robert Biswas-Diener on Radical Listening 54:31

9 days ago54:31

54:31

Welcome to Strategy Skills episode 546, an interview with the authors of Radical Listening: The Art of True Connection, Prof. Christian van Nieuwerburgh and Dr. Robert Biswas-Diener. Most conversations barely scratch the surface, because true connection isn’t just about hearing words, it’s about listening with purpose and presence. In this episode, Prof. Christian van Nieuwerburgh and Dr. Robert Biswas-Diener introduce the concept of Radical Listening: an intentional, culturally aware approach to making others feel seen, heard, and valued. Drawing from their research and coaching experiences, they explain why our intentions behind listening matter just as much as the act itself and how distractions, politeness, and even the need to be right can undermine true connection. They share practical strategies leaders can use to build stronger teams, navigate conflict, and create space for deeper conversations, even across cultural differences. Prof. Christian van Nieuwerburgh (PhD) is a leading academic and executive coach with an international reputation. He is Professor of Coaching and Positive Psychology at RCSI University of Medicine and Health Sciences (Ireland) and Principal Fellow at the Centre for Wellbeing Science at the University of Melbourne (Australia). Christian delivers consultancy, training, and executive coaching globally, regularly presenting in the United States, the United Kingdom, Europe, Australia, New Zealand, and the Middle East. He is passionate about motorcycling, writing, and coaching. Dr. Robert Biswas-Diener is a researcher, author, and consultant with 75 peer-reviewed academic articles and over 27,000 citations. His previous books include The Upside of Your Dark Side (New York Times bestseller, 2014) and the 2007 PROSE Award winner, Happiness. He has presented keynotes to Lululemon, Deloitte, Humana, AARP, the World Bank, and others. In 2024, Thinkers50 named Robert one of the “50 most influential executive coaches in the world.” He lives in Portland, Oregon, and enjoys drawing and rock climbing. Get Radical Listening here: https://rb.gy/z5x7wt Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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545: CIA Hacker to Tech Entrepreneur: How Cybersecurity Can Make or Break Your Business 54:49

13 days ago54:49

54:49

From CIA hacker to cybersecurity advisor to a U.S. President. Now trusted by Fortune 500 companies, international banks, and leaders like Bill Gates. (And he almost missed the CIA meeting... because it was raining.) "Something told me, it was a Thursday afternoon. ... and something told me, you have to go to the co-op office today. You have to go today. ... I believe there’s this inner voice and ... this thing came over me, and I get out of class at 3:30. It’s raining. It’s a 10-minute walk... So the universe is testing me." In this episode of the Strategy Skills podcast, Dr. Eric Cole — former CIA hacker, Cyber Wingman for the U.S. Air Force, and Commissioner on Cybersecurity for the 44th President of the United States — shares lessons from a career built on discipline, pattern recognition, trusting your instincts, and letting data — not emotions — drive decisions. Today, his expertise is trusted by Fortune 500 companies, international banks, and some of the world’s most influential leaders, including Bill Gates. If you're serious about operating at the highest levels, you’ll want to study this episode carefully. We cover: - Why cybersecurity is a competitive advantage when used properly - How to build $7M companies that sell for 9–10x revenue - Why protecting your intellectual property early can create millions in extra value - Why minimizing exposure — in business and in security — is key to surviving long term - How real entrepreneurs use data, not emotions, to make decisions - Why building businesses in "Blue Oceans" (no competitors) is critical - Why ethical sales beat high-pressure tactics every time Plus: → The simple morning routine he uses to stay sharp → How he protects his personal AI to avoid being replaced by it → How to build companies designed for high-value exits — not 30 years of exhaustion If you’re thinking long-term about leading, building, and protecting real value, you will find this episode helpful. Get Eric’s book here: https://rb.gy/qjwsdz Cyber Crisis: Protecting Your Business from Real Threats in the Virtual World Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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544: Senior Editor at Harvard Business Review on the Strategic Genius of Taylor Swift 50:20

16 days ago50:20

50:20

What can a $2B concert tour teach us about business strategy? Quite a lot. We often speak about innovation and reinvention in the corporate world. Yet, few embody it as consistently and successfully as the artist and strategist Taylor Swift. In this episode, I spoke with Kevin Evers, Senior Editor at Harvard Business Review and author of There’s Nothing Like This: The Strategic Genius of Taylor Swift. Kevin brings a rare perspective, someone who has quietly shaped the voices of influential business thinkers over nearly two decades, now stepping into authorship himself. Kevin shares insights from his new book on Taylor Swift, noting her strategic decision-making and marketing tactics that led her to where she is today. He stresses the value of trust and consistency in building a brand, citing Taylor Swift's $2 billion Eras Tour and her 2% market share in 2024. Kevin also underscores how Taylor treats her fans, leveraging fan engagement for marketing success, and how we can adopt it in the business world. Get Kevin’s book here: https://rb.gy/il50j1 There's Nothing Like This: The Strategic Genius of Taylor Swift Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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543: Co-founder of Peak 360 Wealth Management on Understanding Embodied Wealth 50:53

21 days ago50:53

50:53

Welcome to Strategy Skills episode 543, an interview with the author of The Power of Enough: Finding Joy in Your Relationship with Money, Elizabeth Husserl. Many people chase wealth as a number, but the truth is that true wealth is more than just money in the bank. In this episode, Elizabeth challenges common assumptions about financial success and explores how fulfillment, stability, and meaning factor into what it really means to be wealthy. Elizabeth explains how our “scarcity brain” influences money decisions, why understanding your financial DNA matters, and how daily practices like journaling and meditation can transform your relationship with money. She also offers practical tools for building financial freedom and rethinking the emotional triggers that shape our financial lives. Elizabeth Husserl is the first female principal and co-founder of a comprehensive boutique wealth planning firm, Peak 360 Wealth Management. She holds Series 6, 63, and 65 licenses, as well as a B.S. in Economics from Tulane University and an M.A. in East-West Psychology from the California Institute of Integral Studies. She is also a Certified Money Coach with the Money Coach Institute. Get Elizabeth’s book here: https://rb.gy/vwqdm9 The Power of Enough: Finding Joy in Your Relationship with Money Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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1
542: Chief Investment Officer at T. Rowe Price on the Psychology of Leadership 48:00

23 days ago48:00

48:00

Welcome to Strategy Skills episode 542, an interview with the author The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! , Sébastien Page. Ever wondered what truly drives successful leaders and how psychology plays a role? In this episode with Sébastien Page, we explore the habits, mindset, and science behind great leadership. He shares lessons drawn from 20 years of experience and in-depth research in positive and sports psychology. Sébastien introduces the PERMA model (Positive Emotion, Engagement, Relationships, Meaning, Accomplishment) and explains how it can be applied to leadership and organizational success. He also shares insights from studying billionaires and what drives their success beyond money. Sébastien Page is the Chief Investment Officer of T. Rowe Price. He manages the division responsible for managing Multi-Asset portfolios there. he has won six annual research-paper awards: two from The Financial Analysts Journal and four from The Journal of Portfolio Management. He appears regularly on CNBC and Bloomberg TV. He has been quoted extensively in The New York Times and The Wall Street Journal. Get Sébastien’s book here: https://rb.gy/mnu5an The Psychology of Leadership: Timeless principles to improve your management of individuals, teams… and yourself! Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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541: One of the World’s Leading Management Thinkers on Unlocking Humanity in the Age of AI 46:53

28 days ago46:53

46:53

Welcome to Strategy Skills episode 541, an interview with the author of Transcend: Unlocking Humanity in the Age of AI, Faisal Hoque. In this episode, Faisal shares his journey from his early days developing software to becoming a business leader focused on strategy and impact. Faisal talks about how Eastern philosophy, particularly Buddhism, influences his approach to business and leadership, helping him stay grounded while pursuing innovation. He opens up about how his son's serious illness changed his outlook on life and business, driving him to use technology to improve medical treatments. We also discuss AI's effects on society, with Faisal offering practical advice for leaders on balancing technological advancement with human skills. Throughout our conversation, he shares simple practices that keep him sharp - from reading widely to constantly trying new things - and explains how focusing on the journey rather than just outcomes has shaped his success. Faisal Hoque is recognized as one of the world’s leading management thinkers and technologists. He is an award-winning entrepreneur, innovator, and #1 Wall Street Journal best-selling author with close to thirty years of cross-industry success. Faisal is the founder of SHADOKA, NextChapter, and other companies. He also serves as a transformation and innovation partner for CACI, an $8 billion company focused on U.S. national security. As a founder and CEO of multiple companies, Faisal is a three-time winner of the Deloitte Technology Fast 50™ and Fast 500™ awards. He built his first commercial software product at the age of 20 while studying at the University of Minnesota. Since then, he has developed more than twenty commercial platforms and worked with leadership at the US DoD, US DHS, GE, MasterCard, American Express, Home Depot, PepsiCo, IBM, Chase, and others. For their innovative work, he and his team have been awarded several provisional patents in the areas of user authentication, business rule routing, and metadata sorting. Get Faisal’s book here: https://rb.gy/ocxp7b Transcend: Unlocking Humanity in the Age of AI Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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540: Finding Meaning at Work with Positive Psychologists, Wes Adams and Tamara Myles 53:38

30 days ago53:38

53:38

Welcome to Strategy Skills episode 540, an interview with the authors of Meaningful Work: How to Ignite Passion and Performance in Every Employee, Wes Adams and Tamara Myles. What makes work truly meaningful, and how can leaders create it? In this episode, Tamara Miles and Wes Adams, researchers and positive psychologists, have studied how leaders can intentionally promote cultures where people find purpose, connection, and challenge in their work. Drawing from their own career and research, they outline the practices that lead to lasting meaning, starting from onboarding and extending to everyday leadership behaviors like showing appreciation and building community. They also explore how AI can be developed to support human fulfillment, and why understanding generational differences is key to creating meaningful work environments for all. Wes Adams is the founder and CEO of SV Consulting Group, where he works with high-performing companies to develop leadership excellence, build organizational resilience, and deepen employee engagement through a meaningful work lens. He has more than two decades of experience as a successful entrepreneur and strategic partner for clients including Microsoft, KPMG, BlackRock, Google, and the United Nations, along with a range of high-growth organizations. Wes has been featured at South by Southwest Interactive and the Nobel Peace Prize Forum, and his work has been covered by the New York Times, BBC News, Forbes, and Business Insider. His teams have won multiple Webby Awards and been recognized as one of Fast Company’s Most Innovative Brands. His early career was spent launching and managing high-profile hospitality businesses for which he was nominated twice for a coveted James Beard Award. Wes is a graduate of Vanderbilt University and holds a master’s degree from the University of Pennsylvania in Applied Positive Psychology. Tamara Myles is an accomplished consultant, author, and international speaker with over two decades of experience helping leaders improve business performance. She is the author of The Secret to Peak Productivity, which introduced her proprietary Peak Productivity Pyramid framework. Tamara’s insights have been featured in leading publications such as Forbes, Fast Company, USA Today, and Business Insider. She has worked with clients such as Microsoft, KPMG, MassMutual, and Google. Tamara has a master’s degree in Applied Positive Psychology from the University of Pennsylvania, where she also serves as an instructor in the master’s program and a trainer for the world-renowned Penn Resilience Program. She is a professor in the Master of Science in Leadership program at Boston College, where she integrates cutting-edge research into practical applications for leadership and organizational success. Get Meaningful Work here: https://rb.gy/fry7z5 Meaningful Work: How to Ignite Passion and Performance in Every Employee Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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539: The 80/20 CEO on Guiding Your Business from Panic to Profit 52:33

5 weeks ago52:33

52:33

Welcome to Strategy Skills episode 539, an interview with the author of From Panic to Profit: Uncover Value, Boost Revenue, and Grow Your Business with the 80/20 Principle, Bill Canady. In this episode, Bill shares insights from his military background and how it shaped his leadership approach. Bill explains his Profitable Growth Operating System (PG OS) framework, including the five key components that drive business success. He also offers practical advice on pricing strategy, the need for a focused team, and the importance of data-driven decision-making. Bill also shared insights on balancing personal and professional life and the critical role of mentorship in leadership success. Bill Canady is the CEO of both OTC Industrial Technologies and Arrowhead Engineered Products (AEP). With over 30 years of experience, he specializes in driving organizational growth, cutting costs, and boosting profitability. At OTC, he led a 43% increase in revenue and an 80% rise in earnings, with annual sales now exceeding $1 billion. At AEP, he oversees more than 3,600 employees and $1.5 billion in sales. A U.S. Navy veteran, Bill holds an MBA from the University of Chicago Booth School of Business and a BS in Business Administration from Elmhurst University. His Profitable Growth Operating System (PGOS) has helped countless organizations overcome challenges and seize new growth opportunities. Get Bill’s book here: https://rb.gy/f8pkbf From Panic to Profit: Uncover Value, Boost Revenue, and Grow Your Business with the 80/20 Principle Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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538: Industrial/Organizational Psychologist on Leading for Wellness 48:31

5 weeks ago48:31

48:31

Welcome to Strategy Skills episode 538, an interview with the coauthor of Leading for Wellness: How to Create a Team Culture Where Everyone Thrives, Patricia Grabarek. In this episode, Patricia talks about why workplace wellness matters and why it’s important to have a holistic approach that includes physical, mental, and emotional health. She explains the gap in research on leadership practices that help create a healthy work environment and how leaders can balance getting results with supporting their employees. Patricia shares simple ways to make wellness a priority, like setting aside time for self-care and building a supportive team culture. She also talks about the challenges of bringing wellness initiatives into remote and hybrid work settings. Patricia Grabarek is a co-founder of Workr Beeing and an Industrial/Organizational Psychologist with a passion and expertise in workplace wellness, workplace culture, employee engagement, and leadership development. Patricia has spent her career as a practitioner, mostly working in consulting but, recently taking on more internal roles, leading people analytics and talent vitality teams. Throughout her career, Patricia has worked with over sixty different client organizations from various industries, implementing solutions to improve wellness, diversity, retention, performance, and engagement within their organizations. In addition, she taught organizational psychology in the Masters of Applied Psychology Program at the University of Southern California. Patricia was featured on Culture Amp’s list of Top 25 Emerging Culture Creators for 2024 and has been featured in media outlets, including The L.A. Times, CBS News, and CBC Radio. Patricia received her PhD and MS in Industrial/Organizational Psychology from The Pennsylvania State University and her BA in Psychology from the University of California, Los Angeles. Get Patricia’s book here: https://workrbeeing.com/book/ Leading for Wellness: How to Create a Team Culture Where Everyone Thrives Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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537: Ex-Google Exec on Breaking the Unwritten Rules 50:50

6 weeks ago50:50

50:50

Welcome to Strategy Skills episode 537, an interview with the author of Wild Courage: Go After What You Want and Get It, Jenny Wood. In this episode, Jenny discusses her career journey and the key skills that helped her rise from an entry-level role to an executive over 18 years. She also discusses overcoming imposter syndrome, being strategic with time, and saying no to non-promotable work. Jenny shares the importance of obsessing over key projects, leading with enthusiasm, and breaking unwritten rules to stand out. Her book, Wild Courage, outlines nine traits for success, including being weird, shameless, and reckless. Today’s guest is Jenny Wood. In her 18 years at Google, she grew from entry-level to executive, and she most recently led a large operations team that helped drive billions of dollars of revenue per year. Jenny’s writing has been featured in Harvard Business Review, Entrepreneur, Inc. She is a licensed private pilot, a daily hiker, an improv student, a tap dancer, and a zucchini bread connoisseur. She lives in Boulder, Colorado with her two young children and her husband, Jon. Get Jenny’s book here: https://rb.gy/6sj1rj Wild Courage: Go After What You Want and Get It Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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536: NYU Grossman School of Medicine's Joel Salinas on the Science and Art of Coming Together in a Conflicted World 28:41

6 weeks ago28:41

28:41

Welcome to Strategy Skills episode 536, an interview with the coauthor of Conflict Resilience: Negotiating Disagreement Without Giving Up or Giving In, Joel Salinas, MD. In this episode, Joel Salinas talks about conflict resilience and how our brain reacts to disagreements. He explains how loneliness affects health, how conflicts activate pain-related brain areas, and shares techniques to manage stress. Joel also discusses brain plasticity, how age affects conflict resolution, and the power of focusing on positive outcomes to break negative thought patterns. Joel Salinas, MD is a behavioral neurologist and clinician scientist at the NYU Grossman School of Medicine, founder and Chief Medical Officer at Isaac Health, and former Harvard Medical School faculty. He is the author of Mirror Touch: A Memoir of Synesthesia and the Secret Life of the Brain. Get Joel’s book here: https://rb.gy/d1tqrx Conflict Resilience: Negotiating Disagreement Without Giving Up or Giving In Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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535: Former Time Editor on Being Richer, Wiser, and Happier 1:05:33

7 weeks ago1:05:33

1:05:33

Welcome to Strategy Skills episode 535, an interview with the author of Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life, William Green. In this episode, William Green talks about his journey from Oxford to becoming a renowned journalist. He shares stories of his unconventional career path, including impulsive moves to New York and Hong Kong, financial struggles, and being laid off during the financial crisis. William discusses how he learned to handle failure with grace and experienced a spiritual awakening at 40 that changed his outlook. He offers practical advice for writers and thinkers on focusing on quality over quantity and finding work that aligns with their unique talents and personality. William Green has written for many publications in the US and Europe, including Time, Fortune, Forbes, Fast Company, The New Yorker, The Spectator, and The Economist. He edited the Asian edition of Time while living in Hong Kong, then moved to London to edit the European, Middle Eastern, and African editions of Time. Born and raised in London, William studied English literature at Oxford University and received a master’s degree in journalism at Columbia University. He lives in New York with his wife and their two children. Get William’s book here: https://rb.gy/v1a282 Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo…

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534: The Science of Personal Power: How to Command Influence, Overcome Doubt, and Lead with Confidence 50:30

7 weeks ago50:30