• The Real ROI: People and Culture Drive Business Value
    Jun 8 2025
    In times of uncertainty, knowing what your business is worth—and how to protect or grow that value—can feel elusive. You are never sure what business you are really in. What should you do? How can you retain the value you have created and prepare for the next growth phase, or even the exit strategy? On this recent episode of On the Brink with Andi Simon, I had the pleasure of speaking with Dave Bookbinder. Dave is a business valuation expert whose groundbreaking work focuses on an often-overlooked truth: your people are your most valuable asset. Dave, the author of The New ROI: Return on Individuals, joined me to unpack how business owners can better understand, manage, and maximize the value of their companies—especially in a rapidly changing business environment. His key message? Valuation isn’t just a number. It’s a reflection of leadership, culture, and strategic clarity. Let me repeat that: Your business's value is a reflection of leadership, culture, and strategic clarity. What can Dave teach you about how to build and protect that value? The Human Side of Valuation Dave’s experience spans thousands of valuation engagements across industries. And while balance sheets highlight assets like patents and trademarks, human capital rarely makes the cut. “Every CEO says their people are their most valuable asset,” Dave points out, “but where do they show up on the balance sheet? They don’t.” That gap sparked his first book, The New ROI, which explores the critical link between culture, engagement, and enterprise value. His second, The New ROI: Going Behind the Numbers, draws from his award-winning podcast, Behind the Numbers, which focuses on how leadership and culture truly impact business performance. You will totally enjoy watching our video of the podcast here. Common Valuation Mistakes Dave shared some of the biggest pitfalls business owners face when it comes to valuing their company: Relying on rules of thumb: “Back-of-the-napkin” valuations based on hearsay can be wildly misleading. Dave recounted a client who declined a generous acquisition offer assuming better ones would follow. Years later, the business couldn’t command even half that valuation.Tax-driven financials: Many entrepreneurs minimize income to reduce taxes, only to struggle during a sale. Buyers don’t take your word for “adjusted EBITDA”—they want clean, auditable numbers.Unrealistic projections: Over-optimistic forecasts, especially those shaped like a hockey stick, often destroy credibility with buyers. “They’re buying the future,” Dave says. “And if your projections seem disconnected from market realities, they’ll discount for risk.” De-Risking Your Business to Maximize Value Buyers and investors are risk-averse. That’s why Dave emphasizes the need to "de-risk" your business: Clean financial statements: Avoid running personal expenses through the business. Have your books reviewed or audited by a CPA.Strong management team: If the business can’t run without you, it’s not scalable—or sellable.Documented processes: Institutional knowledge should live in systems, not just in people’s heads. “If your business can’t survive you getting hit by a bus,” Dave quips, “you don’t have a sellable business.” Exit Planning is a Process, Not an Event Whether you’re transferring ownership to a family member or preparing for an acquisition, Dave urges owners to think ahead. “Selling a business is like selling a house,” he explains. “You need to get an appraisal, clean it up, and understand what similar businesses are selling for.” He also warned that poorly integrated acquisitions often fail—not due to valuation issues, but because of clashing cultures. “Seventy-five to ninety percent of deals miss their synergy targets because they ignore people and culture,” he says. Why Culture is Core to Company Value As a corporate anthropologist, I know firsthand how culture shapes performance. Dave agrees. “It’s not that successful companies have a good culture—it’s that good culture drives success,” he said. When leaders overlook how work gets done—or try to impose a new cultural model without understanding the old one—they risk alienating key people and destroying value. Culture is the operating system of the business. Your People Are Your Value Dave’s work offers a refreshing, human-centric view of business valuation. Whether you're growing, planning an exit, or considering acquisitions, the lesson is clear: your people, your culture, and your credibility are the real ROI. If you’re curious to learn more, check out Dave’s books on Amazon: The New ROI: Return on IndividualsThe New ROI: Going Behind the NumbersThe Valuation Toolbox for Business Owners and Their Advisors And tune into his award-winning podcast, Behind the Numbers. Final Thought In today’s volatile market, it's not just about numbers—it's about narratives. The story...
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    35 mins
  • How Nicole Loftus Is Disrupting Venture Capital
    Jun 1 2025
    In this inspiring episode of On the Brink with Andi Simon, I had the pleasure of interviewing Nicole Loftus, a powerhouse entrepreneur with a bold vision to democratize access to venture capital. As the founder and CEO of Pop Venture Enterprises, Nicole is doing more than imagining change—she’s building it. Nicole’s journey began, as many transformative ones do, with a disruption—not of an industry at first, but of her own life. Raised in a traditional, working-class Italian family near Chicago, Nicole was expected to follow a conventional path. But after a personal turning point, she realized she had more to offer. She turned her keen eye for observation into a career of innovation, disrupting a $26 billion industry with her first company, Zorch, and now setting her sights on venture capital itself. Disrupting an Antiquated System of Venture Capital Investments Nicole’s new venture, Pop Venture, challenges a venture capital model that has long excluded the majority of Americans—especially women and people of color. With only a small number of venture dollars going to diverse founders, she saw a deeply flawed system that was gatekept by geography, identity, and elitism. Her solution: a publicly accessible, SEC-approved fund that allows anyone to invest in promising companies for as little as $25. What makes Pop Venture unique is its transparency and accessibility. The investment process is broadcasted publicly on platforms like Peacock, and viewers are invited to weigh in on the businesses that receive funding. “We make venture popular,” says Nicole. This is venture capital for the people—by the people. The Locker: Empowering Founders with Verified Diligence Pop Venture isn’t just about funding—it’s also about empowering founders. Nicole created The Locker, a platform where entrepreneurs can submit their companies to a rigorous but founder-friendly diligence process. The goal? To showcase viable businesses with clear value and real potential, all in a transparent format the public can trust. This creates a win-win: investors see vetted opportunities, and entrepreneurs gain access to capital without the often-demoralizing hoops of traditional fundraising. Perhaps you like to watch our podcast on YouTube. Click here: Key Takeaways from the Conversation with Nicole Loftus Innovation Begins with Observation Nicole’s mantra echoes the podcast’s tagline: “From observation to innovation.”She urges entrepreneurs to observe not only the market but themselves. Her breakthrough came from seeing what others overlooked—redundancies in the supply chain and outdated funding models—and being bold enough to reimagine them.Scale Requires Focus Nicole didn’t scale Zorch by chasing every opportunity. She created strict criteria for prospective clients and turned down deals that didn’t meet them. Her advice? Know your ideal customer, set your standards high, and stay focused.Disruptors Must Think Big Nicole’s story is a testament to the power of visualization. She imagined herself as an entrepreneur when it seemed impossible. Then she imagined a billion-dollar business model—and she built it. She now urges others to dream big and write it down.Your brain needs a plan.Listen for the Pain Points Through training like the Sandler sales method, Nicole learned to ask one critical question: “What’s your pain point?” This insight guided her innovations, whether for clients, suppliers, or herself.Anyone Can Be a Venture Capitalist Through Pop Venture, everyday Americans can now support the businesses they believe in—and share in their success. It’s not just financial inclusion; it’s financial empowerment. Why This Matters Now Nicole’s work comes at a time when trust in traditional financial systems is eroding, and entrepreneurs are seeking alternatives to inequitable funding models. Pop Venture is more than a fund—it’s a movement. With television access, founder-friendly tools, and crowd-powered capital, it’s putting the future of business in everyone’s hands. As we wrapped our conversation, I was reminded why I launched this podcast—to spotlight pioneers who see, feel, and think in new ways, and to help listeners find the courage to do the same. To Learn More: Visit www.popventure.com to invest, apply for funding, or explore their founder resources.Watch Pop Venture episodes on Peacock (free or with subscription).Explore The Locker for verified diligence tools. Final Thought: Disruption doesn’t always start with technology. Sometimes it starts with a question: What if we did it differently? Nicole Loftus asked that question—and answered it with action. Want more stories like Nicole’s? Visit www.andisimon.com, read our books, or contact us to explore how anthropology can help you discover your Blue Ocean. Connect with me: Website: www.simonassociates.netEmail: info@simonassociates.netBooks: Learn more about these books here: Rethink: ...
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    33 mins
  • Erika Baez Grimes: Purpose-Driven Business Transitions
    May 18 2025
    Are you ready to sell your business? It may be time to pass your family firm to the next generation. What do you do? Where do you begin? How can you ensure that you follow your values and transition your business with purpose, kindness, and profit? Maybe it is time to meet Erika Baez Grimes. What is the Human Side of Business Transitions? In this compelling episode of On the Brink with Andi Simon, we delve into the human side of business transitions with Erika Baez Grimes, a seasoned business broker, M&A specialist, and purpose-driven entrepreneur. Erika's extensive experience as a Senior Certified Mergers and Acquisitions Professional with Transworld Business Advisors, and as the founder of The BPH Group and The Buyer's Agency, makes her a trusted voice in the industry. Her mission is clear: to help people do good deals with good people—transactions rooted in legacy, emotion, and values, not just numbers. Erika and I first connected at the Entrepreneurs with Companies of Purpose event, and I knew she had a story to share right away. In this episode, she opens up about her journey from helping her grandfather run fashion boutiques in Orlando to rising as a respected voice in the business brokerage industry. Her early exposure to entrepreneurship gave her a lifelong passion for business and sales, a path she blended with her experience in banking and corporate leadership. Some Practical Advice is Essential to Transition your Business Throughout our conversation, Erika offers practical advice—and heartfelt wisdom—for business owners contemplating an exit and aspiring buyers looking to acquire a company. She discusses the "silver tsunami" of baby boomers preparing to retire, legacy businesses' emotional and strategic complexity, and the rising interest among women in acquiring established enterprises. Erika shares three essential things every seller should do before they decide to sell: Start the conversation early—if you're considering selling, it's time to talk.Work yourself out of the business—the more your business can run without you, the higher its value.Keep clean, transparent financials—they are the real story buyers will trust (or not). You might like to watch our podcast on YouTube here: But Erika also goes deeper. She highlights how business owners often feel lost after they exit. Their identity has been deeply tied to their company, and the vacuum that follows can be disorienting. That's why Erika emphasizes the importance of planning for the transaction and the transition. Who will you be when you're no longer the CEO? How Does Culture Share Your Succession Plan? We also explore how culture shapes succession planning, particularly in family firms. Erika works closely with multigenerational businesses and understands the delicate dynamics between personal relationships, employee loyalty, and strategic vision. She emphasizes the importance of finding the right buyer—someone aligned not only with the financials but also with the founder's legacy and values. Avoid Buyers Remorse For buyers, Erika offers clear guidance: prepare before you pursue. Get financing lined up, know your strengths, and approach the opportunity with transparency and intention. Sellers want to know their business will be in good hands. And increasingly, those hands belong to women—smart, driven, and ready to lead. Whether you're a seasoned entrepreneur looking to exit or someone considering buying their first business, Erika's insights are honest, helpful, and deeply human. This episode is a masterclass in purpose-driven dealmaking and the art of helping others transition from one chapter to the next with clarity, care, and confidence. Key Takeaways: Why the timing of a business sale is both emotional and strategicWhat makes a business attractive to buyers—and how to increase your valueHow Erika helps bridge the gap between a seller's legacy and a buyer's visionThe growing role of women in M&A and business acquisitionWhy coaching and self-discovery are vital post-exit tools for sellers You'll leave this conversation with a clearer understanding of the M&A process, the questions you should be asking (whether buying or selling), and a renewed appreciation for the human side of business transitions. Contact Erika Baez Grimes: 📧 Email: erika@erikathebroker.com 🌐 Website: erikathebroker.com 🔗 LinkedIn: Search Erika Baez Grimes More to Enjoy 433: Organizations Must Embrace Human-Centric Design 430: How Does Dr. Chris Fuzie Create Great Leaders? What Are You Doing to Adapt in Times of Uncomfortable Change Additional resources for you: My two award-winning books: Rethink: Smashing The Myths of Women in Business and On the Brink: A Fresh Lens to Take Your Business to New HeightsOur latest book, Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success, co-authored with Edie Fraser and Robyn Freedman SpizmanAll of our white papers, particularly those on Blue Ocean ...
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    33 mins
  • Women, #WorkSchoolHours Can Transform Your Life
    May 10 2025
    Imagine a ten-year-old girl in New Zealand watching an army commercial and declaring, "That's what I want to be". This simple declaration set Dr. Ellen Joan Ford on a transformative journey, a journey of leadership, service, and a new way of thinking about work. Her story is not just inspiring, it's a call to action for all of us. Women are asking for flexible work for working parents. Our businesses want the talented women to be able to focus on both their families and their workday. It is a time for changing how businesses treat women. In this episode of On the Brink with Andi Simon, I had the pleasure of speaking with Dr. Ellen Joan Ford—a leadership expert, military veteran, and the creator of the global #WorkSchoolHours movement. Ellen joins us from New Zealand with a deeply timely and universally relevant message: the structure of work must evolve to meet the real needs of modern families. From the New Zealand Army to Leadership Thought Leader Ellen's story begins with a decade of service in the New Zealand Army, where she worked as an engineer officer and led soldiers at home and abroad. Her military career taught her discipline, courage, and—most importantly—how to lead. As she transitioned out of the military, she pursued an MBA and later a PhD in leadership, driven not by ambition but by a personal challenge. Her doctoral research focused on the leadership experiences of women in the military, surfacing both empowering stories and persistent gender-based inequities. Rather than stop with research, Ellen took action, advising the Chief of the New Zealand Army and presenting her findings to senior leadership. Her goal? To make the Army more inclusive—not just for women, but for everyone. The Birth of #WorkSchoolHours You will enjoy watching Ellen's podcast on YouTube here: What began as academic research soon became a mission when Ellen was bombarded with personal stories from working parents. Over 500 parents shared their frustrations: being forced out of the workforce due to caregiving, missing irreplaceable moments in their children's lives, or being underpaid for the same responsibilities simply because they worked "part-time." One night, while breastfeeding her youngest son, Ellen had a powerful realization: "I don't want this for me or anyone else." This was the birth of the #WorkSchoolHours movement, a movement that is not just a response to a problem, but a call to action for immediate change. What Is the #WorkSchoolHours Movement? #WorkSchoolHours is not about working less—it's about working smarter. It's a flexible work philosophy that allows employees, especially parents, to align their work schedules with family commitments without compromising performance or pay. Ellen explains, "We live in a world where we're expected to parent like we don't have a job and work like we don't have children. That's not sustainable." Through her model of Belonging, Autonomy, and Purpose (BAP), Ellen offers a new way to lead and manage teams. Inspired by both anthropology and leadership science, BAP emphasizes: Belonging: Creating a work culture that acknowledges employees as whole people.Autonomy: Giving individuals the flexibility to manage their time and deliver results.Purpose: Helping people connect their work to something meaningful. Ellen argues that when leaders focus on these elements, they can reduce burnout, increase productivity, and retain top talent—especially working mothers and caregivers. This not only benefits the employees but also the businesses, as it leads to a more engaged workforce and better business outcomes. Her Book: A Practical Guide to Revolutionizing Work In her new book, #WorkSchoolHours: A Revolution for Parents, Workplaces, and the World, Ellen doesn't just talk about change, she provides a practical roadmap for it. With three powerful sections—what's Wrong, what's Possible, and How to Fix It—this book is more than a manifesto. It's a toolkit for those ready to revolutionize their workplaces. The book includes real-world examples from industries ranging from logistics to healthcare to manufacturing and provides actionable strategies for leaders who want to focus on outcomes rather than hours. Even more exciting? Ellen is giving away her e-book for free on her website, ellenjoanford.com, using the code today. This is just one small way she's walking the talk about accessible change. Why This Matters Now In the U.S., over 50% of the workforce is women, and over 40% of children are born to single mothers. Yet, most workplaces still operate on models developed over a century ago. As artificial intelligence and other technologies transform our professional landscape, isn't it time to rethink the outdated 9-to-5? Dr. Ford's call to action is both compassionate and commercially wise. As she says, "Happy people deliver better results." Her message is clear: when we redesign work around the realities of human life, everyone wins—parents, companies, and ...
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    41 mins
  • Navigating the Management Maze: Tips for New Leaders
    May 6 2025
    On this episode of On the Brink with Andi Simon, I'm thrilled to welcome back Dr. Karl Hebenstreit—organizational psychologist, executive coach, speaker, and now the author of a powerful new book: Explicit Expectations: The Essential Guide and Toolkit of Management Fundamentals. Karl's insights will be eye-opening if you're a leader, manager, or anyone asked to take charge without much training or clarity. His central message? Everything is a conversation—and when expectations aren't explicit, confusion and conflict inevitably follow. From Enneagram to Explicit Expectations You may remember Karl from a previous episode where he shared his passion for the Enneagram. That framework, which focuses on motivation rather than just behavior, changed how he saw people and how they relate to one another. In today's conversation, we explored how that same thinking inspired his latest work—helping new managers step into their roles with clarity, confidence, and connection. Karl's journey into HR and organizational psychology wasn't always linear. Early in his career, he realized that promoting high-performing individuals into management often left them unprepared for what came next. "We promote people and assume they'll figure it out," Karl says. "But without guidance, they're left adrift." That recognition became the seed for his new book. Why We Get Expectations Wrong Karl shared a striking observation: most people operate from their internal "golden rule," assuming that others want to be treated like they are. But what if that isn't true? This insight draws from both the Enneagram and Karl's own coaching experience. Managers often expect others to intuit their expectations, only to be disappointed when those assumptions don't lead to desired outcomes. The solution? Make expectations explicit—hence the book's title. Explicit Expectations is more than just a how-to guide. It's a toolkit grounded in real organizational challenges, especially for newly promoted managers without formal training. It offers a structured way to define goals, conduct one-on-ones, manage performance, lead team meetings, and even handle terminations—all through the lens of clear communication and alignment. From Confusion to Clarity: Building a Living Agreement At the heart of Karl's approach is the Explicit Expectations Engagement and Alignment Guide—a tool that allows managers and employees to co-create clarity. It's not a static checklist but a living document that evolves as business conditions and roles change. It helps each party articulate their motivations, communication styles, and priorities. This idea resonated deeply with me. As a corporate anthropologist, I've seen firsthand how ambiguity breeds misalignment and disengagement. Karl's guide gives teams a shared language and mutual understanding, vital to navigating change—something we know is constant in today's fast-moving workplaces. A Simple but Powerful Question One of my favorite takeaways from our conversation is Karl's approach to team dynamics: "Just ask." Ask how someone prefers to receive feedback, what motivates them, and how they want to resolve conflict. These conversations don't require a PhD in psychology—just curiosity, empathy, and a willingness to listen. Karl emphasized that even without formal Enneagram training, managers can learn to tailor their approach by simply being explicit in conversations. The platinum rule—treating others as they want to be treated—starts with understanding what that looks like for each person. Embracing Differences to Build Stronger Teams Karl and I also explored how embracing cognitive and motivational diversity leads to stronger, more customer-centered organizations. He shared how teams begin to see the value of different Enneagram types and break free from the idea that there's one "right" way to lead or be led. This is especially relevant today as businesses navigate generational differences, hybrid work, and rapid digital transformation. As Karl puts it, "Your team is a microcosm of your customers." Understanding internal diversity helps you connect more authentically with external markets. You may prefer to watch our podcast video on YouTube here: Practical Tools for Real Change Karl's work is deeply relevant whether you're leading a startup or a legacy institution. His book offers practical tools—strategic planning, onboarding, feedback, coaching, accountability, DEI practices—all through the lens of clarity and alignment. These tools are not just about being a better manager; they're about empowering you to be a better communicator and collaborator, capable of driving real change in your organization. And yes, Karl now has an AI-powered training twin! His methods are available in person, virtually, or through AI-enabled programs. As I often say, the future is here—and Karl is helping us manage it better. His methods have the potential to inspire and motivate change, transforming the way we...
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    34 mins
  • Meet India Gary-Martin, the New Chair of the Women Business Collaborative
    Apr 28 2025
    This podcast is about an amazing woman and her journey from Wall Street to Purpose-Driven Leadership. Meet India Gary-Martin’s and listen to her amazing journey to Chair the Women Business Collaborative (WBC). On this episode of On the Brink with Andi Simon, I had the great pleasure of speaking with India Gary Martin—an accomplished global executive, entrepreneur, and now the new Chair of the Women Business Collaborative (WBC). India’s story is more than a professional journey—it’s an inspiring narrative about opportunity, resilience, and leadership rooted in purpose. A Global Journey Rooted in Advocacy India began her career with ambitions far from Wall Street—initially pursuing drama at Spelman College, an all-women’s institution that helped shape her lifelong commitment to advancing women. A pivot to business led her to Wall Street, where she spent nearly 25 years rising through the ranks and across borders, holding CEO and CTO roles in major financial institutions. Her global career took her to London, Frankfurt, Tokyo, and Hong Kong, all while raising a family and nurturing a growing passion for justice and equity. Through it all, India remained grounded in one core belief: opportunity emerges when you stay open to change. Her career was not meticulously planned but rather built through taking chances—ones that would later translate into entrepreneurial ventures and global leadership roles. From Banking to Beauty: The Entrepreneurial Chapter India’s foray into entrepreneurship was sparked not only by her desire to chart her own path but by a wake-up call. After returning from a business trip, her young daughter barely recognized her. It was a moment of reckoning—and renewal. What followed was a bold leap: the launch of a green nail polish line that grew from two retail shops in London to 300 stores across Europe and the Middle East, including Harvey Nichols and Space NK. But success is never linear. Brexit disrupted the business, scaring off investors and forcing India to shut it down. “It was the hardest thing I’ve ever done,” she told me, “but I learned how to pivot, and that failure isn’t failure—it’s just learning.” Her next chapter returned her to her roots in leadership. With Leadership for Execs and Lucent Learning, India created scalable coaching and leadership development platforms for companies, governments, and nonprofits. She also launched Act Three, a community designed to support women in midlife transition. Each venture reflects her holistic vision of leadership: adaptive, inclusive, and deeply human. Carrying Forward a Vision: Honoring Edie Fraser The Women Business Collaborative (WBC), which India now chairs, was founded by the remarkable Edie Fraser, a visionary leader in her own right. Edie had a bold and clear mission: to accelerate progress for women in business by uniting the efforts of organizations, corporations, and individuals under a single collaborative umbrella. She recognized that too many were working in silos—fighting the same battles for equal pay, position, and power. Edie’s vision was both simple and powerful: we can go farther, faster, together. Her leadership transformed a concept into a movement, building a platform that now connects over 80 partner organizations, dozens of corporate champions, and countless advocates committed to equity. India Gary Martin steps into this legacy with both reverence and readiness, taking WBC into its next chapter of impact. You will enjoy watching our podcast with India here: Why WBC, Why Now? India’s appointment as Chair of the Women Business Collaborative couldn’t have come at a more important time. As she told me, “WBC has a tremendous opportunity right now to be a beacon for women in business. It’s not just about convening—it’s about shaping the future.” With over 80 partner organizations, sponsors, and donors, WBC stands at the forefront of driving change. India brings to it not just experience, but a deeply reflective, philosophical approach to leadership. She believes that collaboration doesn’t mean compromising your mission—it means amplifying what unites us. “I don’t believe in pushing the boulder uphill,” she said. “We do this with ease because it’s who we are. It’s how we operate.” Leading by Redesigning the Container One of the most profound insights India shared during our conversation was about the importance of culture in shaping behavior. “People behave as the container creates,” she explained. Rather than focusing on fixing people, she argues, organizations should focus on fixing the environment in which they operate. This anthropological lens is close to my heart. Culture isn’t changed with a program or a policy—it’s transformed through trust, relationships, and the daily experiences that shape how people feel and behave. As India noted, work has become transactional. We must bring it back to being relational. A Call to Community...
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    32 mins
  • Organizations Must Embrace Human-Centric Design
    Apr 19 2025
    In today’s rapidly evolving workplace, the disconnect between people and their work has never been more apparent—or more urgent to address. That’s why I was thrilled to welcome Brent Kedzierski, a renowned expert on the future of work and human-centric design, to the On the Brink podcast. Brent’s mission is clear: to improve the human condition at work, one experience at a time. With more than 35 years of experience—including as Head of Learning Strategy and Innovation at Shell—he brings unique insight into why digital transformation fails, how people resist change, and what organizations can do to rebuild engagement and purpose. The Future Is Human—And Already Here As William Gibson reminds us, “The future is already here. It's just not widely distributed yet.” Brent feels the same way. People often assume technology is the answer to productivity and innovation—but without human adoption and emotional investment, it falls flat. In fact, 90% of digital transformation initiatives fail, not because the technology is flawed, but because people aren’t prepared to embrace it. Why? Because humans are fallible, social, adaptable—and resistant to change without a clear purpose. It is that clear purpose that seems to be the hardest thing to get agreement on. Without focus, people wander all over, creating meaning when there is none. Understanding the Human Condition at Work Brent grew up in Pittsburgh, a city built on industry. Watching his family work in steel mills, he developed a fascination with why people work the way they do. That question still drives him. At Shell, he led global initiatives using simulations, virtual reality, and HR analytics to optimize human performance—but found again and again that vendors focused on tech, not people. In every successful transformation, Brent starts by understanding the human experience. As he puts it, people need: A reason to believe change is useful Tools that are easy to use Proof that change offers a relative advantage Compatibility with their current reality These four principles make up 80% of successful adoption. Engagement only happens when people see, feel, and believe that something will make their work—and their lives—better. And, trust me, if they don’t “see it” they have no idea what you are talking about. What Is Human-Centric Work Design? Human-centricity isn’t new. Since the 1950s, design theorists have argued for putting people at the center of systems. But Brent takes this further by introducing the Human Experience Model, which maps out the full work journey: Expectations – What workers anticipate about a task. Experience – What actually happens when they perform it. Adaptation – How they adjust in real time. Reflection – What they take away and how it shapes future behavior. When organizations ignore this model, they create what Brent calls “experience debt”—inefficiencies, stress, and disengagement that build up over time. As Brent said, “People only change when they see the value and feel a sense of urgency. Without that, even the best-designed systems fall apart.” Health, Wellness, and the Cost of Disconnected Work The toll of misaligned work isn’t just emotional—it’s physical and economic. Brent notes that 70% of all primary care visits today are stress-related. Poor workplace design contributes to chronic conditions, burnout, and even work-related suicide. He reminds us: “Contented cows give better milk”—in other words, healthy, supported humans produce better outcomes. Organizations that invest in worker wellness—clear communication, psychological safety, autonomy, and purpose—see higher engagement and productivity. And they reduce the enormous costs of turnover, illness, and missed opportunities. Watch the video of our podcast here. Lessons from the Field Brent shared powerful case studies, including one at Shell where digital procedures on iPads replaced outdated paper manuals. Initially resisted by veteran operators, the new system became a hit—not because it was faster, but because it gave workers a voice. Their field notes were finally visible to others, prompting action. In another project, avatars in a virtual training module used thoughtful communication techniques. The surprising feedback from Gen Z trainees? “I wish my supervisor talked to me like the avatar does.” What Comes Next? As we wrapped, Brent offered a teaser: the rise of AI and the flood of data pose a new challenge. By 2026, 90% of online content is expected to be AI-generated. Yet 80% of the data companies create today is never used again—a growing source of digital waste. To navigate this future, we must design systems that balance tech innovation with human needs. Brent calls this the move from Industry 4.0 to Industry 5.0—where technology elevates, not replaces, people. The Takeaway: See, Feel, Think—Then Change As a corporate ...
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    36 mins
  • Gloria Bohan: From School Teacher to Travel Titan
    Apr 13 2025
    How you might ask, did Gloria Bohan transition from being a Schoolteacher to an amazing Travel Titan. Welcome to a special episode of On the Brink with Andi Simon, where we spotlight remarkable women entrepreneurs in our series, Wisdom of Women Entrepreneurs with Purpose: Hear Their Voices. I'm thrilled to kick off this journey with Gloria Bohan, a true trailblazer in the travel industry and the visionary founder of Omega World Travel. Starting with Passion, Building with Purpose Gloria's story is nothing short of inspiring. In 1972, she was a schoolteacher with no business experience, let alone a background in travel. She had a passion for cruising and a desire to pay one employee. From those humble beginnings, she built a global travel management company that now books over $1 billion in annual sales. "I didn't have a grand vision," Gloria recalls. "I just wanted to survive. But I kept doing the things I needed to do—and opportunities began to evolve." This unexpected success is a testament to the power of determination and adaptability. Lessons from a Mentor and the Power of Relationships A turning point in Gloria's journey came through mentorship. A seasoned woman in the travel industry took Gloria under her wing, staying with her for six months to train her and guide her through the nuances of the business. "She was so determined," Gloria said, recalling how her mentor—even in a slightly askew gray wig—won customers through grit and charm. "Being around people like her helped me grow into the leader I became." This hands-on mentorship helped Gloria understand that great businesses are built not just on processes but on relationships—both with customers and employees. "People are watching you," she explains. "You must lead by example, be honest with yourself, and stay true to your values." If you want to watch our video, click here: Growing with the Industry, Innovating Through Change Over five decades, Gloria's company has grown by continuously adapting to change—from the deregulation of the airline industry in the late '70s to the rise of PCs and today's digital and post-pandemic travel landscape. "I didn't plan it," she says. "But I kept my eyes open. I stayed curious. When new opportunities came—whether it was bidding on government contracts or adopting emerging tech—I took them." That entrepreneurial spirit remains at the heart of Omega World Travel. Gloria believes that passion must be paired with constant learning and evolution. "No company can just be what they were," she emphasizes. "You must modernize, but never lose the values that made you strong." Success with Significance: Building a Business That Gives Back Gloria champions purpose more than anything. For her, success isn't just about profits—it's about people, community, and creating meaningful impact. Her commitment to a purpose-driven business model is not only inspiring but also a powerful reminder of the potential for businesses to make a positive difference in the world. "We're not in business just to be profitable," she says. "If we don't have buy-in from our people, we don't have purpose." Gloria ensures that her company gives back, from mentoring young talent to participating in community efforts like Junior Achievement and Habitat for Humanity. For instance, we have a program where our employees volunteer at local schools to teach students about the travel industry. Her team gets involved, learns, grows, and contributes—building a culture of purpose that transcends the office. The Entrepreneurial Spirit in All of Us As our conversation ended, Gloria reminded listeners that entrepreneurship isn't just about owning a business—it's a mindset. "Big companies need intrapreneurs," she says. They need people with ideas, creativity, and passion who bring innovation to everything they do. Whether you're starting your own venture or shaping change within a larger organization, Gloria's journey is a masterclass in how purpose and perseverance can take you from the brink to beyond. Final Thoughts Gloria Bohan's story is a beacon for women entrepreneurs and leaders everywhere. It reminds us that significance can—and should—go hand in hand with success. As we continue this series with women like Gloria, we hope their stories help you reframe your own. We hope these stories help you reframe your own. Let's change the story—together. To learn more about Gloria Bohan: Gloria’s Profile:linkedin.com/in/gloria-bohan-07773a14 Websites owt.net (Company) owt.net/travelfaxx/ (Blog) facebook.com/omegaworldtravel?ref=search&sid=100000522586195.4089387147..1 Connect with me: Website: www.simonassociates.netEmail: info@simonassociates.netBooks: Learn more about them here Rethink: Smashing the Myths of Women in BusinessWomen Mean BusinessOn the Brink: A Fresh Lens to Take Your Business to New Heights Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you ...
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    35 mins