Relationships, including with those we call fellow travelers, are critical, we learn in this week’s episode, to crafting the resilience we need to move beyond our crucibles.

Our guest this week, Dr. Marie-Helene Pelletier, is a pioneer in the field of strategic resilience. Her studies and experience have taught her that thriving through setback and failure is not a trait we manifest innately, but a skill we must build. How do we do it?

As you’ll discover in her conversation with Warwick, Dr. Pelletier says the change professionals and leaders need to make is to approach their resilience the same way they approach a successful business using a strategic plan. That’s what creates helpful, sustainable, and reliable long-term resilience.

The key components to that plan, she says, include relationships, knowing what energizes you and what drains you, and leaning into your values as you consider your next action step on your journey back from trials and challenges.

To learn more about Dr. Pelletier, visit www.drmarie-helene.com

To explore Beyond the Crucible resources, including our free Trials-to-Triumphs Self-Assessment, visit beyondthecrucible.com

Enjoy the show? Leave a review on your favorite podcast app and be sure to tell your friends and family about us.

Have a question or comment? Drop us a line at info@beyondthecrucible.com

Transcript

Warwick Fairfax:
Welcome to Beyond the Crucible. I'm Warwick Fairfax, the founder of Beyond the Crucible.
Marie-Helene Pelletier:
Let's say right now you are very surrounded. You've got your own executive coach, you've got your own peer network. You talk to Gary on a regular basis, this is there. So if you're creating a strategic plan to get your resilience to the next level, it doesn't need to be there. It's already part of your life. It's in, you're good. You're going to focus on other things. But if it's not there, it will probably become a pillar to say, oh my God, I've been focusing on other projects and I've let go of investing in relationships even though each of our plans will be different based on our values and all this. The reality is we do have research that indicates the kinds of things that will, we know from research, increase our resilience. Relationships is one of them.
Gary Schneeberger:
Relationships, including with those we call fellow travelers are critical, we learn in this week's episode, to crafting the resilience we need to move beyond our crucibles. Hi, I am Gary Schneeberger, co-host of the show. Our guest this week, Dr. Marie-Helene Pelletier is a pioneer in the field of strategic resilience. Her studies and experience have taught her that thriving through setback and failure is not a trait we manifest innately, but a skill we must build. How do we do it? As you'll discover in her conversation with Warwick, Dr. Pelletier says the change professionals and leaders need to make is to approach their resilience the same way they approach a successful business using a strategic plan. That's what creates helpful, sustainable, and reliable long-term resilience. The key components to that plan, she says, include relationships, knowing what energizes you and what drains you, and leaning into your values as you consider your next action step on your journey back from trial.
Warwick Fairfax:
Thank you Marie-Helene for being here. Just so looking forward to the discussion. Really enjoyed reading your book and so many interesting things in there about having a resilient strategy. Never thought about that before. We will be diving into that, but I know you live in Vancouver in the British Columbia area, but I think from Quebec or I guess as English speakers, but I guess it should be Quebec, so I'll try. But tell us what life was like for you growing up, and obviously you became a psychologist and then got your MBA. Were there clues in your background growing up that you could look back and say, well, it's not a surprise that Marie-Helene would go into psychology as a vacation?
Marie-Helene Pelletier:
Well, and it's an absolute pleasure to be here with both of you. It is a good question. I was looking actually not that long ago to my high school graduation book and what was in there, and one of the things at the time, there's a few pieces that I think we're not saying clearly, this is what I would do, and plus some of that I discovered as I went, really, I had not decided I would do business after psychology. I did psychology, and then I can explain how I got there, but that's where I went. But in terms of earlier years, I was very much interested in anything scientific.
So science in general, which there's tons of, that's what psychology is based on. So there's a lot of that there. Most of what I do right now is public speaking, giving keynotes and that kind of thing. At the time, I spent two and a half years, almost three years in a group that were singing and dancing, so doing lots of shows internationally, the whole thing. I was on a stage basically, so when you become a speaker and at some point people tell you, oh, you're going to get to those audiences where you don't see the audience because the lights are so big and all that. I already knew that. So there was some pieces like this, but the rest, as I said, just came with the, it's where the road took me.
Warwick Fairfax:
So what kind of musical shows did you do?
Marie-Helene Pelletier:
It was, I know. It was a group of, so the group itself was fairly large, about 50 people on stage. We were usually about 30, and it was a group that would sing on mostly songs that were very popular in that moment and do just choreographed dancing with that, which since then, there's been many other groups, way more professional, high level than we were at the time, but because of the time, it actually worked really well. We did the Paris Olympia in there.
Warwick Fairfax:
Wow.
Marie-Helene Pelletier:
Yeah, I know.
Warwick Fairfax:
That's amazing.
Marie-Helene Pelletier:
Who knew?
Warwick Fairfax:
But I'm sure that probably helped later, the whole stage fright thing, which I know you talk about in the book, so that's fascinating. So you made a decision to become a psychologist. There's a lot of areas of science, why psychology? What about psychology just pulled you in and you thought, gosh, this is me. I love psychology.
Marie-Helene Pelletier:
Yeah, I loved, I was amazed and at the time, again, for me, we're talking what, over 25 years ago, so now psychology is very popular. It's a degree that many people consider even as a first thing to do. They do it out of interest, all this. At the time, no, no, no. Everyone who was doing a bachelor degree in psychology was clearly on track to become a psychologist, this is what we were doing. You'd often have to explain almost what we did. Mental health was not a topic that was easily discussed, definitely not in the workplace. So for me, it realizing the amount of research that was available, the amount of change that most of us could experience in such a positive, significant way if we knew about this information, and so that to me was enough to say, okay, yes, need to do this.
Warwick Fairfax:
Interesting. So it almost seems like you went in to understand psychology because it could empower people.
Marie-Helene Pelletier:
Yes.
Warwick Fairfax:
Some people go into it thinking, I want to help and fix people or cure people that might feel broken, and obviously what does that mean? I guess obviously there's scientific terms, but for you it felt like, I want to empower people. People now talk about positive psychology. That probably wasn't a thing 20 years ago, but it's more popular now.
Marie-Helene Pelletier:
That's right. It was just emerging. But even when there is a thing that is challenging that we would like to in some ways fix or change, one of my areas of specialization has been anxiety in different ways because at the time it was clinical psychology and that's what was there. But even then, if you're dealing with, say, panic attacks on a daily or on a weekly basis, learning the tools and being able to apply them is a major life shift and it is empowering even in that context. So yes, it was very much my approach to it for different situations.
Warwick Fairfax:
I think you've written a bit about how you got from psychology to business and decided to get an MBA, which I think if you mentioned there aren't that many folks who have a psychology background and a business background. They seem to be different, but you-
Marie-Helene Pelletier:
Plus, We're done with schooling at some point.
Warwick Fairfax:
Exactly. So what led you to the business side to MBA?
Marie-Helene Pelletier:
I was probably already a bit different from a larger majority of my colleagues here, and then I realized I was also a bit different from my business colleagues, so I'm an in of one no matter where I go. But what happened though is I decided to do my doctoral research about 20 years ago in the area of the time that was called telehealth. So could we, using video conferencing, provide therapy at a distance? Hello, we all do it now, blah, blah, blah. But at the time, we could not even use the internet to do it. It was not fast enough. I had to use six telephone lines to transmit both video and audio data to test whether this was even an option. So it required me doing a lot of relationship building. I had to have supervisors from Hawaii because, and there was an Army medical center dispatched there that would use telehealth a lot with US Army on ships.
I had to find people like this to contribute to my overall research. I also had to get a lot of people to either fund the research, find people to even work in a volunteer way with me. And so it ended up being a lot of management of money, of networking, of organizing of all this, and then I finished and I went to my PhD supervisor. I said, I'm going to need a recommendation letter. She said, fantastic postdoc. And I said, no, we're doing an MBA. That's how I realized that's at that moment, I knew this is what I was interested in doing next. So that's how it happened.
Warwick Fairfax:
It seems like you always wanted to empower people. And then so the whole management organizational challenges with telehealth, did it feel like I want to use my psychological training in the business world to empower people, empower systems, individuals, high performers? Do you feel like your vision sort of found you, if you will?
Marie-Helene Pelletier:
Oh, yes, very much so. It was a combination of taking risks, trying different things, seeing what's connecting with my values, what's important for me, and then seeing what's there and taking opportunities. And yes, at times knowing that it may or may not work, but we're trying this.
Warwick Fairfax:
When did you decide that your life's work would revolve around residents?
Marie-Helene Pelletier:
It happens because as I started doing more roles in leadership, senior leadership roles, that kind of thing, in the various organizations I was in, inevitably there would be at times people who would say, okay, we need to talk to one of your executive coaches or psychologist, and we want one of your most senior people kind of thing. So that ended up being with me. Then I ended up working a lot with professionals and leaders who were fabulous at so many things they do, and at some point needing something to give them an edge.
And I realized, oh, that is that proactive resilience. And many times, especially in the recent years, they were of course very aware of all the things we should do to increase our resilience they did not have time to make any of this happen. And then I realized it is in part because they're not being strategic about it, and it's through giving examples, helping them see it that way, seeing how it clicked and completely made sense to them that I thought, okay, and then, well, the other thing that happened is a number of them would at some point say, this is so helpful.
I'm so glad I have this now. I wish I had it sooner. And then I heard this a few times and eventually I clicked. I said, if I write it, someone's going to get it sooner. That will be one good thing. And yeah, that's what led to the book.
Warwick Fairfax:
Oh, that's interesting. So there's a story which we'll get to in a second of you with your husband, Nick in the Canadian Rockies, but before we get there, it seems like it's sort of a backdrop to that. One of the things you write about, there's a lot of high-performing leaders that tend to feel like I got here because I can get through anything. I'm like, Superman, Superwoman, I can get, I'm bulletproof. It's just like, give me a challenge and I laugh at the challenge and here we go, never met a challenge I can't overcome.
Then eventually you do find a challenge that's like, it's not a speed bump. It's like Mount Everest, and even high performing leaders when they hit Mount Everest, it's like, huh. I've never experienced this challenge in my life. I've got challenges at home, challenges at work. It seems like there is a trap for almost high performing leaders to a degree of setup to fail, because they've been so successful. It's like, resilience? That's for the other guy, that's for lesser mortals than me being this heroic successful figure. Did you sort of find that you had almost people with delusions of, I don't need resilience because I'm superhuman kind of thing?
Marie-Helene Pelletier:
Yes, yes. And that's interesting because even these leaders, and in many of these that includes me, we will actually tell others. That includes me. That could happen to me as well. You say the things because logically, of course, yeah, no, but deep down you're thinking not really. And now, it's in part what happens is, it's not just your fault. Yes, The reality is you've gone through a number of challenges and not everyone has, and you did and it worked, and so okay, there's a logic there. And then the other piece that happens too is people around you start telling you, you are the rock. You can do this, you can do anything. You're the rock of the family, the rock of the team.
You're like, yes, like I said earlier, we can throw anything at you, and it's obviously said in a very positive, highly valued way. So you take it and then there may be a little voice in the back of your head that says, well, careful, actually, you're human like everybody else, but no, no, no, you don't listen to this. You just carry on. And so it does become a trap. The solution to that trap, it's not complicated. It doesn't take any of your strengths or your abilities or none of this, but being realistic about it and being realistic about the fact that yes, we do need to nourish it is what changes everything.
Warwick Fairfax:
Absolutely. And we'll get into this in a moment, just being proactive before the hurricane hits, so to speak. When the hurricane hits, it's not the time to say, let's plan on what to do. It's a bit late at that point. So talk about, it's almost like a parable, if you will, a real life parable of when you're on this eight day trek in the Canadian Rockies with your husband, and just talk about, there's a radical difference between day one and day eight that, again, is really, you weren't trying to exemplify your life's work. You weren't trying to be your life's work. Obviously that wasn't the goal, and you probably already had written some of these thoughts. I don't know if the book was published back then, but it's not like you had no thoughts about resilience or no understanding, I'm guessing, by the time you went on this trek. Just talk about that trip and why that is really a parallel in some sense of your work.
Marie-Helene Pelletier:
Yeah, well, so the short version of the stories, just so everyone can understand a bit of what we're talking about here, what had happened is, yes, Nick and I did a fair bit of mountaineering, various trekking in different countries and all this, and yes, on that year we had decided to go do that eight-day traverse in the Canadian Rockies, which involved crossing a river on the first day. And we did in a very successful way with lots of planning, plan A, plan B, strategizing together, and of course we were quite fresh. It was day one. Turns out, midway through that traverse, we, for all kinds of reason, could not continue made the decision to come back. We had almost no choice, really. So we came back, which meant we recrossed this river, but the river was much bigger than the first time because it was late June of a year that had received a lot of snow, so it was actually much more tumultuous, and yeah, I almost drowned in that second situation.
And then the learning after, well after, it was, okay, wait, this really functions the same way for us in our work life as it relates to resilience on the equivalent of day one, where we're at our best, fresh, high energy, we're planful, we're strong, it all works out. Bring on the challenges. And then we get to a different context, like the equivalent of day eight there where we're like, yes, very drained from eight additional days of walking. The challenge looks the same, but it's not. It's much bigger, but we treat it the same way, blah, blah, blah. Well, then it puts our resilience in the story, our life really, but our resilience at risk, and what could change that is being more realistic about the context we're in, being differently planful and protecting our resilience.
Gary Schneeberger:
We talk a lot on the show about resilience. That's one of the words we say most often, and I think it's important for listeners and viewers to hear what you're saying. You were a bit of an expert in this subject and you went on this mountaineering trip with your husband and you fell short of some of the resilience goals that you maybe thought were innate. And I think one of the things that this episode is going to do a real lot of help for people is to explore how resilience isn't just something you're born with.
It's not innate. It's not, to Warwick's point earlier, it's not a superpower that, hey, I think we think we can manifest it at all times, and the perspective you bring is so important because you have to work at that in the same way you can't manifest big muscles all the time. You got to go to the gym. It's the same sort of thing. So I just want to make sure folks understand that and hear that, that what we're going to explore now is how you build that resilience plan and that resilience muscle to move forward.
Warwick Fairfax:
Yeah, excellent point, Gary, and I love what you say, Marie-Helene, in their book that resilience is not a given. You need a strategy and it's not a one and done, it's sort of diet and exercise. Well, I went to the gym six months ago and I ate right and didn't eat any junk food and I'm good. I just do that once a year and I'm fine. No, if you don't do it regularly, there'll be a decline in your ability to perform at your optimal level. And I have a feeling that resilience is the same way. You've got to be doing things constantly to be at your maximum resilience performance level, which is counterintuitive for many people. It's like, hey, once I've gotten through five or 10 different crises, well, I have the tool. I mean, I know what I need to do, and there's some truth in that, but in life, you can get a little flabby and overconfident, and just because you accomplished some feat that required resilience doesn't mean you don't have to keep in shape, if that makes sense.
Marie-Helene Pelletier:
It does. And there is, I think, a couple of pieces to add to these analogies. So yes, in order to build a muscle, you want to, for example, go to the gym, and there will be times where there isn't a gym or you cannot go to the gym or you are in three airports over the course of 20 hours, there's not going to be a gym. Some airports do have them, yay, but most of the time, not really. So what do we do in these circumstances? Sometimes the context changes and there will be different ways to maintain your training. Maybe you're going to walk gate to gate more often even if you don't need to. So taking your context into account is important in terms of taking actions today. The other piece too is, to your other comment work, is that sometimes we'll use old data to decide where we're at now. Sometimes we'll say, oh yeah, I've gone through these, whatever, 10, 25, whatever, different things, and therefore I'm good.
Well, okay, you went through these things and they happened in a certain context. The context today is not the same. So if you are deciding that you're fine because you did these things, you were fine when you did these things, relatively, and it's old data if you try to apply this now. Different times. If we're wanting to increase our resilience even further, our ability to go through all these challenges, then we want to take into account our context. We can't just say, oh yeah, let's do all the things. That's where people get stuck. They can't. They don't.
Warwick Fairfax:
Yeah. One of the fascinating things about your model is this whole supply and demand, which obviously economists are very familiar with that, but in resilience you talk about areas that give you energy and health and then other areas that drain, and you talk about a ratio of supply to demand. So talk about that, because that seems, it makes sense, but somewhat revolutionary to talk about supply and demand in resilience.
Gary Schneeberger:
That is indeed a very fresh concept. The notion of supply and demand in resilience. Discover how Dr. Pelletier answers Warwick's question after these words from our sponsors.
Marie-Helene Pelletier:
It's just terms that, and I use the terms differently than into the ways an economist would use them here, like you said, I mean your sources of energy, what brings it up, and the places where it comes down. In itself, fairly simple. Everyone's nodding, yes, okay, here are the problems. What happens is we overestimate our sources of supply. Seriously. Every single time I ask someone, what brings you energy and what do you do that brings you energy? They will start listing, oh yeah, going for walks, sometimes on my own or with my partner, and they list all kinds of things. Then I say, great. In the past two weeks, how many times? Well, the past three months have been extremely busy, so not now, but in general. So we overestimate all of these. Then when we're looking at the demands, I say, okay, what kinds of demands are you facing?
And then they usually one to three things at work that they don't like, big demands, and that's it. And it's only when I stay longer and I say, okay, what else is going on at work and at home? Demands that, yeah, the ones you would prefer not to have, but also those that you are happy to have. It's just that they're demanding energy, a renovation at home, a new role at work, a new team member at work that you need to support a bit more. You want these things, but they still represent demands.
Point is, we underestimate these. So between overestimating the supply and underestimating the demands, again, we've got no reason to invest in our resilience because we're great. But when we become realistic about this, and that's one of the worksheets, we'll have them in the show notes if your audience is interested, but there are worksheets that are free there. You can do them with the book or without the book that just allow you to make that reflection. And many times I've heard people do that particular one that you picked as a game changer for them, because if you pair this, then with your values, for example and other aspects, then your next actions start to emerge.
Warwick Fairfax:
Yeah, it's funny, as I was reading your book, I'm somebody that's, I think very carefully before saying yes, I'm a reflective person. I don't make decisions quickly, which has its pluses and minuses. So I tend, and I'm from Australia. In Australia, it's not like North America. We actually do, no offense, value vacations and downtime. It's a cultural value.
Marie-Helene Pelletier:
Yay for that.
Warwick Fairfax:
So nobody's going to say, I'm going to take off three or four weeks and go backpacking and Southeast Asia or see the mountains in Europe. Everybody would say, great, good for you. Here, it's like, what's your problem? Going to get off the fast track? But anyway, even for me, when we go to a non-denominational church here, and there were a couple of board committees and it's like, well, I can do those. And again, I think because I'm not leading them, but it gave me pause saying, am I doing something that's somewhat unusual for me and saying yes to things I shouldn't have said yes to just because I really want to do them? And we don't need to get into the analysis here, but reading your book made me think, even if there's somebody like me that tends to be very cautious about saying yes, even for me, it's possible, if you get what I'm saying, I don't tend to jump in and say yes to thousands of things. That's not my nature.
Marie-Helene Pelletier:
Yes. Well, but it's a great point what you're saying because sometimes people think that because we're, however we define it, say, more reflective, slower at making decisions, or we're more introverted, whatever the reasons are that we're not impulsively saying yes as if that automatically protected us. No, no, no, no. Sometimes in here, in that reflection comes all kinds of beliefs that will make you say yes, this is what everyone expects of me. This is the right thing to do. Or feeling any kind of guilt in case you say no, so therefore you say yes. I mean, this could all be happening here. We're not less at risk over here. So it's a great observation because I'm sure some of our listeners today may otherwise may have thought that too.
Gary Schneeberger:
One of the things that leaps to mind work was just saying that there's some things that he likes to do, but does he have, is it possible for something to be both something that gives you satisfaction but also drains on you? I mean, can you have something that is both of these opposites in some ways that you talk about as part of the resilience model? Can something be two things at once, good and bad like that?
Marie-Helene Pelletier:
Yes. The example most of my audiences will naturally come up with is usually golf. They'll say, what do I do with this? Which column does my golfing go in? So yes, that's an example. It's a good one. And there are others, of course, yes, that will happen as well. And that's okay because when we're doing this kind of reflection, different from, say, the analysts on Wall Street, for example, where there is only one place for that number and here is the column for it. In this reflection, it's a bit more fluid. So we need to tolerate that fact that, yeah, well look at this. It goes in both columns, it's fine. And then you just continue your reflection still because we're the human side of things where, yes, at times it will be like this, but I love that you brought it up because otherwise sometimes people can get stuck with it and not feel that there's doing something wrong. No, you're not. Just carry on, keep going. We need this reflection to continue so you can get to your strategic resilience plan.
Warwick Fairfax:
I wonder, just faced with Gary's example, if you've got something that's both exciting but maybe draining, maybe you ask yourself, is this net demand or net supply, what's the net effect? It doesn't mean that you say no, but at least if it's on balance, I really like this, I feel very motivated, but it's going to be huge amount of work. And so okay, it doesn't mean you say no, but you pay attention to the consequences. Does that make sense? Is it a net demand or supply this exciting new thing that you really want to do?
Marie-Helene Pelletier:
Yes. And that's in part why in the various worksheets, then you also get to the one that looks at your context because there will be times when it's a overall net positive, and there may be other times in your life where these days it's more a net negative. So it depends on the context. And I love what you were commenting on as well, that a lot of what we're doing with this, which is actually again, very aligned with when we're being strategic in a business context. It's not like being strategic and using the tools we use to help our thinking. It's not like we haven't thought of any of these things before.
They were part of the overall, yeah, yeah, they were on our radar. But what it does is it helps us avoid blind spots. It collects the information in a way that we can actually tolerate it together and then get us a decision. It increases how deliberate we are about where we're going. That's in part being strategic. That's the idea. So same here, but that's a bit of where you were going, I think, with your observation that, well, you may still decide to do that volunteer board or that committee over here that you're not chairing, but you're part of... But instead of just doing it because it looks fine, you've paused now and said, ah, yeah, okay. How long is the term for this thing? You just thought about it a bit longer, maybe you're still going to say yes. You've just said yes now with more visibility on your overall situation.
Warwick Fairfax:
Since I'm just one person, if travel comes up or something happens and I want to say, get off the ramp, that's okay. The world won't end. It's a volunteer committee. One of the other things I love and hear is you talk about assumptions and the role, and you have a very funny example where I think you were at an airport and it said, when daddy travels, it's like, hey, I travel, what about mommy travels? And you end coming back, and it turns out it was there, but they were sold out. It was on the other side of the bookshelf. So just talk about, it's a funny story, but talk about the role of assumptions and why that's important in your model.
Marie-Helene Pelletier:
It's important in so many ways. It's important in the healthy work culture, in psychological health and safety, in good couple relationships. I mean, watching our assumptions in general is probably a good direction to consider. And so bringing this up here in this context that, again, it's in the context of realizing which, perhaps assumptions you're making, and stepping back to reflect on, okay, what is actually realistically going on? Maybe asking questions, maybe learning more information, but not just judging too fast without checking the actual situation.
And so for some individuals, it leads to their strategic resilience plan involving a pillar that is about better estimating time. A lot of the time, people, for example, will underestimate how long it takes take to do anything, which makes them a few minutes late to everywhere they go, and they're stressed out all the way there most of the time. And so sometimes they realize, okay, wait a second, I value family, yet because of my tendency to think I can do seven things in the three minutes between now and the moment we're leaving, that means I'm going to try to get them done and maybe one more just in case. And then you're stressed out driving there or you're late, which does not align with the rest of your value. So sometimes checking these assumptions that you're operating with, making them more realistic can be the next step you need to take.
Warwick Fairfax:
It's so true. And then there might be other people that maybe they're just being in one job their whole lives and they're so cautious that they underrate their own abilities and fear is a great motivator, unfortunately, and tends to immobilize you. It's like, well, I can't do that. So you've got people at either spectrum or as you say, depending on the context, you can be both ends of the spectrum depending on what's happening in your life. And so both aren't helpful is to be overly optimistic, overly pessimistic. You ought to be realistic somewhere in the middle. Now, you talked about this before, there are values and pillars that looks like they're a bit different, but talk about why values is important in the context of your strategic resilience plan, because it seems like it's pretty fundamental.
Marie-Helene Pelletier:
Fundamental, yes. And again, similarly to how our values in a business context will be fundamental. The business can potentially do many things, but they will choose to do only certain things, and that's in part connected with their values and their vision, their mission, all of that. And so similarly here, your plan right now is going to be different from your plan in six months from now and different from mine today and six months from now as well. And that's in part our context. It's also in part our values. So just like in any strategy, there's an important aspect of choosing what not to do. So same thing here. As much as we would like to do everything, not possible, so where do we put priorities? We're going to choose some elements, some parts of this situation over others, and connecting that with our values is what's going to make the plan align with who you are. We also have research showing that these choices will also lead to more happiness and better mental health of course, but that's how you make your plan customized specific to you.
Warwick Fairfax:
I mean, it makes so much sense rather than doing what you think you should do or what success looks like in a business sense, what does success in more of a eternal, lifelong, spiritual, whatever your sets of values are more than just success by one definition. I think in my own life, my kids are all adults now, but there was a time when they were younger and it was a high value of mine to be around and go to their sports games. And I have two boys and a girl, and my boys got more of my wife's jeans, it's more athletic. But I always jokingly say to my people, choose your jeans carefully, but what are you going to do? But anyway, so my boys say, dad, you are always there at our game. So we at birthdays just go around the table and say, what do you most admire about that person?
It's just something we've always done. So when it's my birthday or Father's Day, they say that a fair amount, which is obviously very gratifying, but they're out of the nest now. So context has changed. And so missing their sports game is not the current context. So if I wanted to, I could travel more or do other things. So for me, family was a very important value to me, and being around my kids' activity was very important. That's obviously my choice, but it came from my value set. And so that limited some choices, I suppose. But I was okay with that. I wasn't willing to be some management consultant, which I probably have the skills to do if I'd wanted to and be traveling every week of the year. That's not a judgment, it's just, as the example makes sense, I just wanted my life to be in line with my values.
Marie-Helene Pelletier:
That's it. That is the idea. Yes. And what's beautiful also with this is that we're seeing emerging research on, because we've heard of course the research about that importance of meaning and purpose and belonging and all this, and a concept that's emerging a bit more also is mattering. And mattering is also alignment with our own values. When we are a parent of a younger child, mattering involves in part just saying, I value you no matter what you do, kind of thing. And that even that presence at those games sends that message, right? Whether you win, you lose, I'm showing up, I'm there, you're important. That's it. So you matter in effect. But as we get older, sometimes we need to feed that sense ourselves. And part of how we feed that sense of mattering is having clarity on our values and bringing these values in our life. So in this particular context of creating a strategic resilience plan, then yes, if we align this with our values, it all connects in beautiful ways.
Warwick Fairfax:
And it's so fascinating what you're saying, Marie-Helene, is if you're working for a company whose values are out of line with yours, forget whether they're good or bad. Let's assume it depends on your perspective, whether they're good or bad, but it's out of alignment with you. It will obviously be very draining on you because every day you feel like you're having to make decisions that's completely out of line with who you are as a person. So if you are thinking about how can I be more resilient? Well, maybe be in a context where it's more in line with your values. I mean, you should want to do that anyway over and above resilience. But I feel like young people more and more want to be in context that line up with their values and they're not willing to stay somewhere that they don't enjoy. They're just, well, sorry, I'm leaving, because 30, 50 years ago it's like you were there for a life. It's different now. So you find that's a different context that we're in now.
Marie-Helene Pelletier:
It is an overall different context. Depending on some countries will have children in school talk way more about mental health than older people have received in their own education. Different countries talk about it more than others as well. But overall, because we're all more connected, everyone's hearing more about it. Now, the other piece too about yes, the tolerance for this not the right fit for me is very different than the overall mentality of say, 20, 30, 40 years ago. Yes. The other piece too, to keep in mind, as because there will also most of the time not be 100% alignment. This is a workplace, I'm one of the individuals in it and we're many individuals, so there's an element of some of that will be normal, but for each of us, yeah, where is that line where the alignment just does not seem to connect the way it should?
And there's also very far on the same continuum, you get to a point where you're into moral injury, where the difference between your own values and what needs to happen here is so significant that it creates clashes. And that is not just something that is unpleasant or challenging, it gets to your mental health. And so it's important because sometimes people think that, well, if you really want to, if whatever the pay is such that I want to stay or whatever, I can just put my head down and stay. No, there is a cost to this at some point. And so you want to, again, in considering the overall context, you want to keep this in mind too.
Warwick Fairfax:
Absolutely. It can really erode your resilience. So talk about pillars, because that was another interesting element. You've got some examples like boundaries, self-care, recovery, mindfulness. Talk about why pillars are important and why figuring out your two or three key strategic pillars is critical.
Marie-Helene Pelletier:
Well, truly, I'm using the same tools we would use in a business. We're going to launch this new product. We want it to be successful. We've looked at the context and we realized that maybe just one other companies offering this, but not many, whatever, we may choose that one of our pillars is to own the market from a marketing perspective and be very visible, for example. Another pillar, there'll be two or three pillars, usually more than five, so that we know where we're going, we know what the tactics are in the business context, that's the actions, and we're delivering. So it provides a direction, a clarity on the structure, and we're moving. Okay. And because it's all based on the current context, it's doable. It's not impossible or anything like this. So the same here works for us. If we've gone through our values and for example, realize we value family and we have, I don't know, a number of them. Let's say 10, 12, whatever.
We've gone through the exercise of supply and demand. We've gone through the context. We may realize that we actually need a pillar here that's going to be called family relationships because it's important for us. We know this, you've been at your kids' games and all, but I'm pairing your brain with mine right now for the example. But maybe a pillar is going to be family and maybe the actions will be, I'm going back to having at least one Zoom call a week with this person. I'm going back to, if I'm working from home and someone from the family comes in my office to say something, I'm not turning with my hands on the keyboard here. I'm standing up and walking outside to be fully there for them. That's an example. And we may have two or three other pillars, but they will be personal to each of us in this context.
Warwick Fairfax:
Yeah, I mean that's extremely helpful, whatever that is. It could be boundaries or yeah, it's just making sure that you design your life around the context you're in, the values you have, what you want to achieve in life. I mean, it's just really being mindful in the full sense of that word, of what it is you want. And so I guess these are all elements of having a strategic resilient plan so that you don't do something crazy. And I think as we were saying earlier, the time to think about this is before the hurricane hits. Then it's like a little late just when things are fairly calm. One of the other things I'm curious about is we talk a lot on our podcast and the work we do about what we call a team of fellow travelers, people that come alongside you because no person should be an island. So where do other people come in terms of your strategic resilience plan? People that you obviously invite in, you get to decide the who and the why that you would invite them. How does that work, other people?
Marie-Helene Pelletier:
Yes. Well, it will depend on each person's context. Let's say right now you are very surrounded. You've got your own executive coach, you've got your own peer network. You talk to Gary on a regular basis, this is there. So if you're creating a strategic plan to get your resilience to the next level, it doesn't need to be there. It's already part of your life. It's in, you're good, you're going to focus on other things. But if it's not there, it will probably become a pillar to say, oh my God, I've been focusing on, I don't know, other projects and I've let go of investing in relationships even though each of our plans will be different based on our values and all this. As I discussed in the book, the reality is we do have research that indicates the kinds of things that will, we know from research, increase our resilience. Relationships is one of them. And so if it is not part of what's around you, I would say consider in your pillars, maybe there is one of those pillars that will allow you, force you in a healthy way to bring this back.
Warwick Fairfax:
Let's say you have some successful executive who tends to be overly optimistic about how much you can put on your plate and underrate how much you need a break, a vacation, which would be normal. Having somebody come alongside you that's, let's say known you for 10, 20 years, whatever, friend, a colleague. And when you say, yep, I can handle that, that's no problem. Somebody that can say, well, we've known each other for 20 years, and you ask them, do you think I can do this? You might, but it'll be a higher cost.
And if you had two or three people that you trust and they've known you for years, they all say, Hey, Warwick, Gary, Marie-Helene. I mean, it's your choice, but I don't know. None of us really see this as a smart move in terms of your values and you are significantly overestimating how much you can do. People talk about three-sixties a lot, and a lot of people ignore the data, but my attitude is if two or three people around me who I trust or say something that could be wrong, but the data would say probably not, and they're not telling me what to do, they're just saying, you say you can do all of this. That's not the person that I think you're underestimating how much of a challenge is going to be. Does that make sense?
Marie-Helene Pelletier:
It does. It does. I think in general, we tend to just try to confirm what we already believe when someone says anything. So if it's aligned with what we're thinking, we take it. If it's not, we say, well, not valid, not listening to that. But the reality is in being more realistic about our context, and most people, most leaders and professionals, you get to a point in your career where you realize this is something to listen for. You get to a point where you're like, you know what? You may not like it, but if you listen, it's better. And I think it's in part experience is in part having not listened so many times and every single time realizing yourself later that these people were right. At some point you're like, okay, it's a blind spot. I don't tend to listen, and because I've learned it, I will listen now. And it could be a pillar, listening more to other people's opinions. So depending on where you are, maybe you're next pillar. Yes.
Warwick Fairfax:
So as we sort of begin to sum up here, there's probably some people are pretty skeptical of the whole strategic resilience plan. Sounds like an idea, but I don't really have time and I'm just resilient and all that. But when do you feel like the light bulb goes off and they go, you know what? This thing really works and it makes sense, what kind of switches them from maybe good in theory, but I don't really have time to figure out a resilience plan because I just intuitively, I'll figure it out, because a smart and capable and highly evolved, highly evolved individual.
Marie-Helene Pelletier:
I know. And you are, of course you are.
Warwick Fairfax:
Everybody thinks they're highly evolved.
Marie-Helene Pelletier:
So I would say, I mean again, we'll be responsive to some things more at times than others, and that's okay. If it's not for you right now, it's fine. I would say maybe have a look at the book chapter one because that's where I'm pulling the big guns. That's where I'm saying, you're telling yourself this. Here's why you're wrong. I'm saying it more gently, but that's sort of the essence really, so that we can get to your blind spots as fast as possible. The exercises are between five and 10 minutes each, so I know you don't have time. So if you're taking, I'm going to say a four-hour flight, you can get through this, and so it's doable, but if it's not for you right now, it's not for you right now. The reality is that it's backed up by research and that's what businesses do.
Warwick Fairfax:
Well, and to our world, we commissioned some research with a few thousand people that showed that about 72% of people had a crisis in their lives so painful that it fundamentally transformed their life. And the researchers that did this, and I'm not a social science researcher, but they are, the 28% said no. In all probability, they weren't actually being honest with themselves, just looking at the data and the underlying answers. So the point is, you might feel like I'm not going to hit a wall. I'm not going to have a crucible. I'm good. Well, in all likelihood, if you haven't had one, you probably will have one. And so you need to have a strategic resilience plan for when that unimaginable crisis happens, because it will happen. Life is not easy. It could be external, it could be family, it could be business, it could be health, it could be all sorts of things. So it's unrealistic to think life is not Disney World. I mean, bad things will happen.
Marie-Helene Pelletier:
Well, and even if it's challenges that are no bigger than any of the challenges you've had in the past six months, having a plan will just allow you to go through them in an even easier, more joyful way. Seriously.
Warwick Fairfax:
Yeah. And I'm sure as you talk to the folks that you deal with, you have a plan for investment, for sales, for costs, for acquisition. You have a plan and a strategy for everything. Why wouldn't you have a plan and a strategy for your own resilience? Because that will help you get to the next level in every area of your life. Wouldn't you want to do that? Why wouldn't you want to plan in this area? You wouldn't buy a company and say, yeah, I just have this gut instinct, but I won't do any research. I feel like it's a good idea. I mean, your board would throw you out in a nanosecond if you came in there with that recommendation. I just feel like it's good, but I've got no data to back up my opinion. I mean, so not having a strategic resilience plan makes no sense, but you've got to plan for every other area of your life, right?
Marie-Helene Pelletier:
That's right. Something to think about.
Gary Schneeberger:
I heard the sound, Warwick, I heard the sound. It was the captain turning on the fasten seatbelt sign indicating we've begun our descent to land the plane on this conversation. But you said something as the captain about, we're getting close to turning the corner here. So the captain's lined up here for this. So I will give you the opportunity to ask MH the last question here, and then we'll be on the ground.
Warwick Fairfax:
Yeah, I don't know that I have a last question other than just to thank you so much for being here, and it's just an honor to have you. I love your work and strategic resilience, and I hope people will pay more attention to what you're doing, because it would save people a lot of heartache, and there can be challenges you can't avoid, but there can be challenges you can avoid or at least minimize the consequences of. And maybe you can turn somewhat of a significant challenge into a smaller challenge with better resilience strategies.
Marie-Helene Pelletier:
That's right. And in the context where more will come, who doesn't want that, really? And yes, it can actually allow you to bring your even better self to both your professional and your personal life.
Gary Schneeberger:
And that folks, gets the plane on the ground for another episode of Beyond the Crucible, a really interesting one that hopefully you heard that resilience is not something that you're born with, it's something you can build and it can crucible proof your life in some ways, or at least make crucibles easier to get through. And that's what we're all about here. So if you enjoyed this conversation, we encourage you on whatever podcast app you're listening to, or if you're on YouTube, click subscribe to the channel that you're on and you can hear these kinds of conversations every week. And until the next time we're together, remember, you understand crucible experiences are hard, but we also know they're not the end of your story. If you learn the lessons from them and you apply them to your course moving forward, that path moving forward can lead to the most rewarding destination of your life. And that destination is a life of significance.
Welcome to a journey of transformation with the Beyond the Crucible assessment. Unlike any other, this tool is designed to guide you from adversity to achievement. As you answer a few insightful questions, you won't just find a label like the Helper or the Individualist. Instead, you'll uncover your unique position in the journey of resilience. This assessment reveals where you stand today, the direction you should aim for, and crucially the steps to get there. It's more than an assessment. It's a roadmap to a life of significance. Ready? Visit BeyondtheCrucible.com. Take the free assessment and start charting your course to a life of significance today.


This week, in the latest episode of our series within the show Stories from the Book Crucible Leadership, we look at the courage, good humor and determination– both personal and political – that made Franklin Delano Roosevelt one of history’s most celebrated figures.

None of what he accomplished in the White House, we discuss here, would have been possible if Roosevelt didn’t have two critical things necessary to move beyond a crucible: a mindset shift that he wouldn’t let his polio prevent him from living an active life; and fellow travelers who helped him keep going so that he could indeed, move from private trial to public triumph.

“A smooth sea never made a skilled sailor,” Roosevelt once said — and his life is a ringing testament to that truth we’d all be wise to remember.

To explore Beyond the Crucible resources, including our free Trials-to-Triumphs Self-Assessment, visit beyondthecrucible.com

Enjoy the show? Leave a review on your favorite podcast app and be sure to tell your friends and family about us.

Have a question or comment? Drop us a line at info@beyondthecrucible.com

Transcript

Warwick Fairfax:
Welcome to Beyond the Crucible. I'm Warwick Fairfax, the founder of Beyond the Crucible. I've often thought that polio made Roosevelt the man that he was. Without polio, he would've been a different person. Would he have been as successful? It's really hard to see it. Would he have had the legacy that he had? Really hard to see how that would've been possible. So I mean, there's no question Franklin Roosevelt was not defined by his worst day in 1921 when he got polio. He had every right to say, "Look, it is been fun while it lasted. I'll have enough money to have a nice life. I love summers here in Campobello Island in Canada. I have a nice life and the estate in Hyde Park in New York, and I have a wonderful wife, nice family. I'll read and maybe see the odd friend in private and write a bit, but I'll have a nice quiet life on my estate." But he didn't choose that path.
Gary Schneeberger:
No, no, he did not. The man who would become America's 32nd president chose a bold path, a risky path, a path that led him to lead one of our nation's most resounding public lives of significance. I am Gary Schneeberger, co-host of the show. This week, in the latest episode of our series within the show, Stories from the Book Crucible Leadership, we look at the courage, good humor and ambition, both personal and political that made Franklin Delano Roosevelt, one of history's most celebrated figures.
None of what he accomplished in the White House we discuss here would've been possible if Roosevelt didn't have two critical things necessary to move beyond a crucible, a mindset shift that he wouldn't let his polio prevent him from living an active life, and fellow travelers who helped him keep the faith that he could indeed move from private trial to public triumph. "The smooth sea never made a skilled sailor," Roosevelt once said, and his life is a ringing testament to that truth we'd all be wise to remember. Just real quickly, to set you up like we do every month when we talk about this, is that Warwick's book, I still can't believe this is true, Warwick, when I say it was released in 2022, it seems like it was released yesterday, doesn't it?
Warwick Fairfax:
Indeed.
Gary Schneeberger:
But it was released in 2022. And it's an important book because it's the book that birthed the business. There would be no Beyond the Crucible if there was not a crucible leadership. And each month, we are going through, we have gone through one of the historical family figures, leaders that Warwick has talked about at some length in the book that Warwick discusses at some length because there are lessons we can learn about bouncing back from our crucibles from the way that they bounced back from theirs. And this month, we are going to look at Franklin Delano Roosevelt, the longest-serving US president in history, and specifically what Roosevelt can teach us about overcoming adversity, especially adversity that's tied to a disability. And truly, the lessons that we can learn here, folks, from his life of overcoming physically and emotionally devastating crucibles are things that we can really, truly apply to our own crucibles.
We don't have to have the same crucibles as Roosevelt had to learn lessons from the way he dealt with them. So that's the setup here, Warwick. I know you're dying to dig in, so I'll ask you the first question. And it's pretty open-ended, and that's this why Franklin Roosevelt? There's no shortage of great leaders in your book and in general who have endured traumatic crucibles, but Roosevelt story is a bit of a masterclass in not letting your worst day, your toughest circumstances define you, isn't it? Isn't his story kind of really a shining example of what that looks like?
Warwick Fairfax:
Yeah, Gary, it surely is. As listeners know by now, I grew up in Australia with a dad that loved history, and he loved English history, British heroes. So I grew up with hearing about Churchill and Admiral Horatio Nelson that we covered in the recent podcast of Battle of Trafalgar Fame in the late 1700s, early 1800s, as well as the Duke of Wellington and Battle of Waterloo Fame in 1815. So I grew up with all of these English heroes, but I actually had a love of American history. I had a teacher in high school, Mr. Patrojan. He just had this passion for American history and would make it come alive. And so probably partly through that, I just loved some of the great American leaders such as Lincoln and Washington. But there was something about Franklin Roosevelt that I felt, in some strange way, a special connection to.
That's because Franklin Roosevelt, perhaps as much as any president in US history, he came from a very patrician, almost aristocratic background, and he was able to achieve something great despite his heritage. He was able to, I don't say overcome it, but his legacy, we think of is not because of his heritage, because of the greatness of the man, the greatness of his character in the sense of how he led the nation. And so as somebody, as listeners would know, that grew up in this 150-year-old family business in Australia that was very prominent, was wealthy, there was in some sense, I could identify with a young Franklin Roosevelt growing up with this incredible legacy. And yet he wasn't defined by the legacy of his heritage. And so in that way, as we see Franklin Roosevelt overcoming his challenges, as I was growing up in Australia as a boy in school, there was something in me that thought, obviously being president, leader of the country is probably not going to happen, but maybe there's something about his character, something about how he approached challenges that I could learn from.
So there was something about Franklin Roosevelt that I felt this connection to. We all, as kids growing up, want to identify with people like us. And in a sense it's like, well, this is kind of like me. He grew up in a prominent family. So did I. so Franklin Roosevelt, he was born in 1882 in Hyde Park, New York. And just to show you how patrician his family was, between his mother's family, the Delanos, and his father's, the Roosevelts, he had no fewer than 12 Mayflower ancestors. That's the Mayflower that went to Massachusetts in the 1600s. And people talk about descendants of the Mayflower as if it's the oldest, most prominent families, that kind of legacy in the US. And he attended the elite prep school, Groton, in Massachusetts, and then went to Harvard University. So he had this educational pedigree, he had this pedigree by birth. He was from a prominent family.
And interestingly enough, it was during his Harvard years that he met Theodore Roosevelt's niece, Eleanor Roosevelt. So Eleanor who in this sense, her maiden name and married name were the same, she was Roosevelt before marriage, Roosevelt after. So she was a distant cousin of his. And as people may remember, Theodore Roosevelt was president of the US in the early 1900s. So quite a dynamic figure in history. So he has this connection to the Roosevelt family and obviously to Theodore Roosevelt. So Roosevelt's career started in 1910 when he became a New York State Senator. Then he became assistant secretary of the Navy in 1913 under President Woodrow Wilson. And then in 1920, he was the vice presidential candidate under the Democratic presidential nominee, James Cox. Now, Cox lost that election, but it would seem like in 1920, Roosevelt's star was on the rise. He had been a New York state senator, Undersecretary of the Navy, now vice presidential candidate. It seems like there was no limit. The sky was the limit on Roosevelt's political career.
Gary Schneeberger:
And it's a good point to stop at this point because I know what's coming next, and that is if you looked at Franklin Roosevelt's life up to this point, not a whole lot of crucibles were bumping into him, right? I mean, he had, I don't want to say an easy life, but he had perhaps an easy going in some ways life. I mean, he did not grow up hardscrabble. So what was to come when crucibles come couldn't have been something he was accustomed to.
Warwick Fairfax:
Yeah, it's such a good point, Gary, because we know who Franklin Roosevelt is now in history. But a pre-1921 Roosevelt, yes, there was this patrician wealthy family, but he had this charisma, this easy going manner, this almost magnetic personality. He was the perfect kind of person you want at a party. "Oh, Franklin's going to be here, it's going to be a wild time. It's going to be a great time." So there's fun, loving, charismatic, affluent, aristocratic American. You're not thinking of him in that way because he became such a different person in a lot of ways. But that was who he was at the time. So in 1921, at the age of 39, Roosevelt was on his way to his family vacation home in Campobello Island, New Brunswick in Canada. It's just across the border from Maine. And on his way up there, Roosevelt visited a boy scout camp, and while he was there, he contracted polio.
Now, when you think of polio, it tends to be more contracted by kids. Back then in the '20s, '30s, and probably maybe even through the '40s or beyond, polio was just this real scourge, especially in summer. And people were contracted around other kids and swimming pools, and for parents, it was just an incredibly scary thing. And so here's Roosevelt that contracts at age 39 as an adult. So after he visits this boy scout camp, he goes to Campobello, and while he is there, he was swimming in the cold waters. And then he hiked for a couple miles afterwards on his way home. And then that evening, Roosevelt retired early and he felt tired and chilled. By the next day, one leg was paralyzed. The following day, both legs were paralyzed.
So it's hard to really think of what life was like in 1921 in the US, but back then, having polio was considered almost this death sentence. It was almost considered shameful. You were meant to hide at home and be an invalid and just not go outside and certainly not be in public life. That was culturally the world that he lived in. And so Roosevelt's mother indeed urged him to retire to the family estate in Hyde Park, New York, which is a few hours north of New York City. Fortunately, his wife, Eleanor Roosevelt had a different perspective because Eleanor knew that if Franklin gave up his active lifestyle and his interest in politics, his soul would die. His body was crippled and his soul was obviously hurting because his whole sense of self was wrapped up in his political career. And another important influence, as we'll see in a bit, was his longtime advisor, Louis Howe. And so Roosevelt made a choice, as we'll get into later, in terms of how he approached his physical crucible, and he indeed did get back into political life.
Gary Schneeberger:
Let me stop you there for a second, Warwick, sorry, because again, I found this great quote from him that lines up perfectly with what you're talking about, right? Because his mother urges him, "Just go retire and basically be taken care of. The family's got a lot of money." Here's something that Roosevelt said that I think just speaks to his situation, but also speaks to Beyond the Crucible so well, he said this, "Happiness is not the mere possession of money. It lies in the joy of achievement in the thrill of creative effort." That right there explains why he kept going on, that he didn't listen to his mother, that he did heed the counsel of Eleanor and Louis Howe, and he just followed his own heart. And to not being just rich, he wanted to have a rich life where he was able to give back, he was able to do things that changed the world he lived in. And that was, I think, a great... I mean, clearly that motivation was there for him in 1921 when the polio hit.
Warwick Fairfax:
Yeah, it's an interesting question. It's probably unknowable, but would a pre-1921 Franklin Roosevelt say, "Well, happiness consists more in more than money and in the pursuit of creative endeavors and achievement," maybe, it's hard to know, but the depth of the truth of that statement became far truer, I think, far more ingrained in his soul after that. It's one thing to say, "Yeah, abstractly, sure, there's more to life than money. It's contribution, it's achievement." But that was surely the case because life was not easy after 1921. So that's a great, great quote. And it's interesting to hear him say that this happiness doesn't really consist in having money. Very true, which we talk a lot about on this podcast. And so well said, Franklin Roosevelt.
In 1928, Roosevelt was out to speak at the Democratic National Convention in Houston to nominate Alfred Smith as the party's nominee for president. So picture this, there's 15,000 people in the audience waiting for Roosevelt, and Roosevelt has to make a long walk to the podium. Now he's got his heavy braces on, and he is leaning on his son, Elliott's arm. And people must've been watching gasping, hoping that he wouldn't trip or fall, feeling for him. And Roosevelt refused to use crutches because he felt like it would be a huge political handicap. It would look bad. It would make him look like an invalid. Again, back then, if you were an invalid, you were meant to just stay home and retire from public or business life. That was the culture. Hard to comprehend, but it's the way it was. So Roosevelt was a smart man. He knew crutches would not be a good look. And it's interesting, in future events where he would be just sort of lumbering along these crutches, you'd have one of his two sons, Elliott or his brother helping him.
And so I read elsewhere, they had to be in incredible shape because their dad was somewhat heavily built and they had to make it look effortless as their dad was putting a lot of his weight on one of their arms, and they had to make it look like it's no big deal, and don't show any strain. I'm sure that Roosevelt gave a great nominating speech. Alfred Smith ended up losing to Herbert Hoover who became the Republican president in 1928 and was president when the Great Depression hit, which is a terrible time to be president, when you're president when the Great Depression hits. But anyway, so Alfred Smith didn't make it as president. Later that year, in 1928, Roosevelt became governor of New York, and in 1932, in the midst of the Great Depression, Roosevelt became president.
So in his inaugural address in March 1933, Roosevelt uttered these now famous words, these now immortal words, "This great nation will endure as it has endured, will revive and will prosper. So first of all, let me assert my firm belief that the only thing we have to fear is fear itself. Nameless unreasoning, unjustified terror, which paralyzes needed efforts to convert retreat into advance." So what's interesting about this is imagine a Roosevelt before polio. I don't think he would be talking about all we have to fear is fear itself. He might've said that and people might've thought, "Yeah, right. I mean, what have you ever had to fear?" He even used the words, "Paralyze needed efforts." One wonders if that was deliberate or not.
So during his presidency, Roosevelt had a huge array of accomplishments. He created the Social Security Act to provide a safety net for all Americans, providing unemployment, disability insurance, and old age pensions. He created the works progress administration to provide the unemployed with useful works to maintain their skills and bolster their self-respect. And Roosevelt, as we know, led the US in World War II after the Japanese Imperial forces attacked Pearl Harbor in December 1941. And then he, along with Winston Churchill, helped defeat Nazi Germany and Imperial Japan. So it's hard to imagine history, US history or world history without Franklin Roosevelt helping to get the US out of the Great Depression, and then helping to lead the allies in defeating Nazi Germany and Imperial Japan in World War II. So an incredible legacy that he leaves us with.
Gary Schneeberger:
And we talk a lot, Warwick, at Beyond the Crucible about the importance of mindset shift, and Roosevelt's ability to shift his mindset after polio is, as you have said of others, Olympic level, I think. I mean, yes, all those things that you listed, the WPA and social security, and pensions, incredible astoundingly important contributions, but the biggest victory of his life was shifting his mindset after polio and pressing in even harder into his pursuit of a life of significance in his work in government. So talk a little bit about just his mindset shift and why that was so powerful and so impactful in his life and in the life of this country.
Warwick Fairfax:
Absolutely, Gary. I think a reason that he is so revered and beloved is not just what he accomplished, but just his character and how he just would not give up. I mean, there is sort of the physical demonstration of that in which every day, with these heavy braces, he would walk to the end of the driveway. His whole life, he dreamed of one day being able to walk again, I mean properly walk without these hugely heavy and uncomfortable braces. He was not one to give up.
In 1921, as we've talked about, in the culture, when you got polio, you basically gave up, you retired to your home, you were looked after your family, and that's indeed what his mother, Franklin Roosevelt's mother, Sara, advocated, but Roosevelt was not willing to give up. Yes, he had his wife, Eleanor, and Louis Howe, which we'll talk about more in a moment, but it was still Roosevelt's choice, and he was not willing to give up. He was not willing to give up his political career. He was not willing to give up contributing to the society of the US and advocating for principles that he believed in.
Gary Schneeberger:
As you said, he also wasn't ready, as we say all the time... He wasn't willing to be defined by his worst day. And this is the part of shows like this that I love the most, Warwick, because I find quotes, and I hope since you love Franklin Roosevelt so much, or whomever we're talking about, I hope this is a quote. I'm always like, "Oh, maybe Warwick's never heard this one before, and I'll spring some new knowledge on him." But this is a perfect time to drop this second quote that I picked up as we're talking about his refusal to be defined by his worst day.
Roosevelt said this, it's only 1, 2, 3, 4, 5, 6, 7, 8 words. But this is what he said, "A smooth sea never made a skilled sailor." I mean that, if this mic wasn't so expensive, I'd drop it, because that's a mic drop moment. That's a mic drop moment in talking about crucibles, about Roosevelt's crucible and bouncing back from his crucible, and anybody who's had a crucible experience. "A smooth sea never made a skilled sailor," is just a beautiful expression of the importance of resilience. Check out what Warwick has to say about Roosevelt's quote and find out whether or not I did indeed surprise him after these words from our sponsors.
Warwick Fairfax:
That is a great quote. I don't believe I've heard that, so-
Gary Schneeberger:
All right.
Warwick Fairfax:
But it's true. The smooth sea of Franklin Roosevelt's life would not have made a president that people wanted to have in the White House during the 1932 election. Is this the person you would want to be leading your country, and in one sense, co-leading the world along with Winston Churchill in World War II? What does he know about hardship? What does he know about overcoming challenging circumstances? So yeah, I've often thought that polio made Roosevelt the man that he was. Without polio, he would've been a different person. Would he have been as successful? It's really hard to see it. Would he have had the legacy that he had? Really hard to see how that would've been possible. So you're right. I mean, there's no question Franklin Roosevelt was not defined by his worst day in 1921 when he got polio.
He had every right to say, "Look, it is been fun while it lasted. I'll have enough money to have a nice life. I love summers here in Campobello Island in Canada. I have a nice life and the estate in Hyde Park in New York, and I have a wonderful wife, nice family. I'll read and maybe see the odd friend in private and write a bit, but I'll have a nice quiet life on my estate." But he didn't choose that path, and he chose the path to come back. Yeah, I mean, it's just amazing how there was something about Franklin Roosevelt that gave people hope. When he talked about this, "Nothing to fear but fear itself," people could look at Roosevelt and say, "Well, you Franklin Roosevelt personify that. You are not willing to let fear of polio, fear of being an invalid define you." I mean, you think about his campaign song in 1932 at the height of the Great Depression, his campaign song was Happy Days Are Here Again.
Now, if he was some wealthy aristocratic guy playing that campaign song, he would've been mocked and ridiculed by people, by media. It would've been, "Oh, happy days are here again? Yeah, it's all right for you and your beautiful estate in Hyde Park, New York. Yeah, probably the Great Depression hasn't hit you. You're doing fine. Some of us are actually having trouble getting things to eat. We're out of a job. Happy days are here again? All right. I'm not seeing it. The bread lines, tell me where there's a happy day, none. There's poverty, misery, and homelessness." But there was something about his enthusiasm, his charisma, and how he was able to overcome his hardships that people thought, "You know what? If Franklin Roosevelt says, 'Happy Days are here again,' he's got plans, there's all these things he's going to do, I actually believe that happy days will be here again." It's just staggering.
The other thing I think about polio, it's interesting, we've had so many guests on this podcast say that what they went through was a gift. And I don't know that I've ever heard Franklin Roosevelt describe that, but in terms of the gift he was to the nation of the US and indeed the world, I feel like polio gave him a sense of empathy, a sense of compassion that enabled him to relate to others that maybe he wouldn't have been able to without that. He would go regularly to, I think it's Warm Springs in Georgia, I believe, where there was supposed to be healing waters, and I don't know if it really helped, but he would go there often. There would be other kids, other young people who had polio, and I feel like they would see Franklin Roosevelt, the US president, and this is somebody they could identify with.
"He has polio like me. Look how hard he's trying." Now, would some young polio victim in Warm Springs, Georgia being able to identify with Franklin Roosevelt without that? I doubt it. I felt like it changed him. It gave him this compassion, this drive, this empathy that I'm not sure that he had before. So I think in a real sense, polio made Franklin Roosevelt the great man that he was. I don't know that he thought of it as a gift, but it was in the way it transformed his soul, I think it was a gift to history, the rest of us in the US and to the world.
Gary Schneeberger:
It's interesting, your comments about his experience at that rehabilitation place where the kids were there and the kids kind of looked at him and were like, "Wow, if the president who has polio can do this, I, with my situation, can do this as well." It strikes me that there's a point here we all should grab onto, and that is as we're walking through our own crucibles, when we get to a certain place, when we've learned some lessons from it, as Roosevelt had by this time, it's important, isn't it? To live that a little publicly so people can see how we're overcoming that. I mean, you do that with Beyond the Crucible, right? I've seen what people have said to you, I've been in the rooms when they've said it to you. Your ability to speak authentically and honestly about your crucible has helped them with their own crucibles. That seems to be a part of what Roosevelt brought in living publicly his life beyond polio.
Warwick Fairfax:
Yeah, it's a good point. There were certainly times such as when he's in Warm Springs, Georgia, this rehabilitation center, where it was clear that he had polio and was just wrestling with it, trying to get as much range of movement. This was a different time. So he didn't want to seem like he was an invalid, so hence the braces, and he would never let himself be photographed in a wheelchair, because, "Oh, here's the weak Franklin Roosevelt." So there was a sense where he felt the public pressure to not be seen as an invalid, and the press, and this is a different era, they went right along with that.
It's hard to believe the press kept the secret, not the secret, but they kind of minimized what he went through to a degree, because they knew why he was doing this, and they respected him so much. But that being said, it was clear to the public that he had had polio, and it definitely had an effect. So yeah, he wasn't all out, "Hey, oh, woe is me. I'm going to be wheeled around the wheelchair," because there was a balance between dealing with it, but not wanting to do anything that hurt his political career. Because he was a very savvy politician. But yeah, I don't know about the severity of it. People knew that he was wrestling with polio and was remarkable what he was able to accomplish and how he seemed like a very vigorous man despite what he went through.
Gary Schneeberger:
Right, and I mean, you hit it on the head when you said his campaign song, Happy Days are Here Again. I mean, that says a lot about someone running for president who the public knew something was going on there even if they didn't know the severity as you said. So that does indeed, I think, and we've made the point several times in this conversation, helps people with their own trials and setbacks and failures. I think that's important for all of us to remember.
Warwick Fairfax:
I think it's a great point, Gary, whether we think of it like this or not, I don't know if Franklin Roosevelt thought of himself as a role model. He was focused on his political career as well as helping the nation. But I have to believe that whether it was intentional or not, he was, he gave people hope, certainly physically, but also he gave people hope that things will get better, that there is hope. Hope can indeed be a self-fulfilling prophecy as indeed doom and gloom can be a self-fulfilling prophecy in terms of your soul.
And so he really was a role model of how to deal with physical challenges, how to deal with personal challenges, and it lifted a nation. His sunny disposition, I mean, I can't think of any time you see a photograph of Roosevelt other than a big broad smile. Maybe he got depressed in his quiet moments. I'm sure he was human, but you never saw publicly him being down. He always had this sort of optimistic, we'll get through this. There'll be another day, the sun will come up. So that disposition was incredibly impactful to other people and indeed the nation.
Gary Schneeberger:
And that, his perspective, his ability to live, that was all because of this mindset shift that we talked about. And you, in your book, make special note of his advisor, Louis Howe's role in helping sort of cement that mindset shift, keep that mindset shift on track for Roosevelt. He, in fact, you make the case... A phrase we use a lot at Beyond the Crucible fellow traveler that Louis Howe was Roosevelt's chief fellow traveler, as he navigated his way back from his crucible and navigated his way through some of the most tumultuous times in American history. Why was Howe so valuable to Roosevelt making his vision a reality?
Warwick Fairfax:
Yeah, I mean, Louis Howe was hugely influential in Franklin Roosevelt's life and his path back from polio. Louis Howe met Roosevelt in 1911 when Roosevelt was a member of the New York State Senate, and Howe saw something in Roosevelt. Howe was somebody who was in political circles, and he saw a young Roosevelt as somebody that had the potential to become President. Roosevelt had this natural enthusiasm, this natural charisma that just drew people in. Even back then, there was something special about Franklin Roosevelt. So ever since that time in 1911, Louis Howe was Franklin Roosevelt's key advisor. So when Roosevelt got polio in 1921, Louis Howe was probably the chief person responsible for helping Roosevelt come back. Roosevelt's wife, Eleanor, she wasn't in the same camp as Roosevelt's mother, Sara. She knew that it would be this almost the death of his soul if he just sat there and felt bad for himself and was just an invalid in private life.
So she instinctively knew that, but Howe really helped put that idea into action. And so Louis Howe encouraged Roosevelt to keep his name in the public eye by having him issue statements on public issues that he cared about. He encouraged Roosevelt to write magazine articles, and he also encouraged him to appear at the 1924 Democratic Convention. Now, importantly, Louis Howe also urged Eleanor Roosevelt to speak across New York state to ensure that her husband remained in the public eye. Now we have to remember Eleanor Roosevelt that we remember during Roosevelt's presidency in World War II and afterwards, speaking at the United Nations, this was a different Eleanor Roosevelt in 1921. She was shy, she was retiring, she was self-conscious. The last thing Eleanor Roosevelt wanted to do was speak. She wouldn't have thought of herself as a good speaker. I'm sure she got training and encouragement from Louis Howe, and she indeed did overcome her natural shyness and fear of being in a public spotlight and spoke all around New York state because she knew this was part of Louis Howe's plan, to not let Franklin Roosevelt's name be forgotten.
She dearly loved her husband. She believed in who he was as a man and as a potential politician and just his future. So that was huge. And indeed, in the '20s, his name kept coming up. He would issue statements. Eleanor Roosevelt would speak. We mentioned before about Franklin Roosevelt speaking at the 1928 Democratic Convention where they nominated Alfred Smith, becoming New York State Governor in 1928, and then president in 1932. This was all due to Louis Howe as well as Eleanor Roosevelt. So when Franklin Roosevelt became president in 1932, and up until Howe's death in 1936, Howe was effectively his White House chief of staff. All of the things we've been talking about, the Social Security Act, the work progress administration, everything that was around in the '30s before he died, Louis Howe had a huge hand in making those things happen, and he was considered, Louis Howe, as the man who put Franklin D. Roosevelt in the White House.
And Roosevelt's son, Elliott, said this in Louis Howe. He said that, "Louis Howe was probably the greatest influence on both my father and my mother's lives." That's huge praise. When Howe died, Roosevelt had the flags put at half-mast. This wasn't some leader of the U.S. This was somebody that was his advisor, his chief of staff. That's, I'm sure, pretty unusual to have an advisor die and the flags we put at half-mast. So yeah, I mean, it's just amazing the impact that Louis Howe had on Roosevelt's life and indeed Eleanor Roosevelt's life. Without Louis Howe, would Roosevelt have been able to come back from polio? Would he have become governor of New York and President of the United States? It's really hard to know. I mean, what he was going through was really tough. I think what it shows is in our darkest moments, irrespective of our resilience and metal mindset, having somebody like Louis Howe, and then Roosevelt's wife, Eleanor, is huge in helping to build up our metal of fortitude to cope with what was an incredibly difficult situation for him personally.
Gary Schneeberger:
Yeah, and from the perspective of Beyond the Crucible, I think this story highlights two of the biggest things that we all need to bounce back from a crucible. That is, one, a mindset shift. This didn't happen to me, it happened for me, and two, fellow travelers, people who will push you to persevere, because just learning the lessons of your crucible doesn't make the journey ahead of you stone free as you're walking the path, there's still stumbling blocks. There are still things that happen. So having a fellow traveler there who can lift you up, help you move forward, encourage you, share the journey with you is pivotal. So I think this story, what we've talked about here about Franklin Delano Roosevelt is a master class in what Beyond the Crucible is all about, right?
Warwick Fairfax:
Yeah, it's such a good point, Gary. I mean, as you well say, we need two things. We need the mindset shift, and we need fellow travelers. Fellow travelers can't help you unless you're willing to make the tough decision, "I will not be defined by my worst day. I'm going to shift my mindset. My body may be paralyzed, but I'm not going to let this defeat me." You have to have that mindset shift. But having had that mindset shift, we need all the help we can get because there will be days in which we think, "Why bother?"
There've got to been days when he is making that walk down the driveway, people have written him off, and he is thinking, "Gosh, what's the point of writing that next magazine article? Is there really any point Eleanor going all across New York State speaking?" And Louis Howe probably said, "Franklin," probably would've said, "Mr. Roosevelt." I don't know if he called him Franklin or not, but just, "I believe in you. Eleanor believes in you. Your message is too important. The nation needs you. There will come a time when you'll have an opportunity in politics again. Just keep at it. Trust the process, trust yourself."
So I'm sure there were days when he needed that. There were probably days in the White House when things were not going easy, when maybe it was tough to get legislation through. And I'm sure there were days when Louis Howe said, "Mr. president, we'll find a way. We'll get this done. We have to get this done. The people need help. We'll find a way. We'll talk to the right senators and people in Congress and the House, but we'll figure out a way to get this legislation through." So I'm sure there were days in which he needed Louis Howe.
So just both of those things. We all need a mindset shift, the people who are going to be with us in the trenches when things are our darkest or things are at their darkest and can say, "You know what? We'll figure this out. We'll get through this. We can do this. You can do this. We'll do this." You need both a mindset shift and somebody in your camp like a Louis Howe. I mean, it's hard to think of fellow travelers as great as Louis Howe. He's got to be one of the greatest fellow travelers in history. I'm sure that Franklin Roosevelt would've said that.
Gary Schneeberger:
Fellow traveler hall of fame right there.
Warwick Fairfax:
Exactly.
Gary Schneeberger:
We could call it the Louis Howe Fellow Traveler Hall of Fame.
Warwick Fairfax:
Well said.
Gary Schneeberger:
Copyright, Beyond the Crucible. So we've been up here at the 30,000-foot level talking about how our listeners and viewers can apply some of these lessons. But as we wrap up, Warwick, what are some of the big takeaways that you would want our listeners and viewers to take with them from the story of Franklin Delano Roosevelt?
Warwick Fairfax:
It's a great question. If ever there was a prominent leader in history who exemplifies not letting your worst day define you, it's Franklin Roosevelt. And it's interesting contrasting Roosevelt with some other leaders. He went through very challenging circumstances, very challenging crucibles. We've got Abraham Lincoln who was president during the US Civil War when the Southern states seceded. We've got George Washington leading the American colonies military forces during the American Revolution. They went through very challenging circumstances. But what's different about Franklin Roosevelt is his crucible was not external. It was not outside forces acting upon them or their nation, as is true of Lincoln and Washington.
In Franklin Roosevelt's case, his crucible was personal. He had to dig down deep within his soul and make sure that his paralysis was only physical and that his paralysis did not define who he was as a person. In that sense, he couldn't avoid having his body be paralyzed, but he could make a decision, would his soul be paralyzed? Well, he decided, "No, I'm not going to let this paralysis affect my soul." And that was a huge decision, and that mindset shift, not to be defined by his worst day, not to be defined by his paralysis, which back then, you were indeed, in society's eyes, defined by paralysis. If you were paralyzed through polio, that defined you, that defined the rest of your life and you were meant to be this invalid that stayed at home.
So in that sense, at the time, if you got polio, it was your worst day, and it did define you. That was the attitude of society. But Roosevelt was not willing to let that define him. So when you think about Roosevelt, he was such a gift to the nation and to the world, both during the Great Depression and in World War II. His sunny disposition and optimistic attitude was exactly what the US needed in the Depression and what the world needed in World War II. We've talked a bit about the Great Depression. The way he masterfully led the US in the lead-up to World War II is something we can't forget because he was a master politician. He knew that in the US in the 1930s, there was this tremendous sense of isolationism. It's like, "Look, what's happening in Europe with Hitler, it's not a problem. We're the US let's just not worry about." And he knew that.
Roosevelt knew that at some point, war was going to come and the US couldn't avoid it, but he wanted to do everything possible to help Britain survive that was leading the allies before the US got into the war in December 1941. So he came up with these innovative ideas like the Lend-Lease Program, which basically loaned armaments and ships to Britain basically for free. It was a long-term loan. And he used this... Probably this goes down in the public relations hall of fame, this particular comment, he said, "If a neighbor comes by and wants a garden hose, aren't you going to lend it to them?" And your average person said, "Well, yeah." Well, ships and armaments worth, I don't know, millions of dollars or hundreds, whatever it was, a little bit different than a garden hose.
But somehow, that metaphor of the garden hose, people said, "Well, of course I'd lend my neighbor garden hose. Let's lend Britain all these armaments," and they said, "Of long-term leases probably interest-free." And that was brilliant politically, and it got through. That kept Britain in the war and funded with armaments. Without that, by the time of December 1941, who knows? Maybe there wouldn't have been a Britain, which would've made coming back from that infinitely harder for the US and maybe would've meant a lot more US service men and women would've lost their lives if there was no Britain. Who knows?
So Roosevelt, not only did he not let his worst day define him, he just had this brilliant, creative mindset, and he knew how to get the job done. His political savvy and public relations savvy was just off the charts. So he knew what had to be done, but just as importantly, he knew how to get the job done. He was remarkable in so many ways. But all of these gifts that he gave to the US and the world in the Great Depression and in World War II, none of them would've happened without his decision in 1921, aided by his wife, Eleanor, and Louis Howe, not to be defined by his worst day to not give up. Yes, he was paralyzed physically, but he made a decision that he was not going to be paralyzed in his soul, and he made a determination that he would come back, he would not give up and not give up his hope and dream of being active in life and in political life.
Gary Schneeberger:
Did you hear that folks? That sounded like the plane landing. I believe our host, Warwick Fairfax, just landed the plane on this very, very, very enlightening conversation on what Franklin Delano Roosevelt can teach us about moving forward beyond crucibles, especially physical crucibles as happened in his life. And that folks, with the plane on the ground, will wrap our latest episode of the show within the show that we call Stories from the Book Crucible Leadership.
This is an exciting time because the next one of these we do... In a few weeks, the next one we do will be the final one of this year. But it's going to be... And I'm not even going to try to tease you, I'm just going to tell you, because I want to see our host smile and laugh like he's doing right now. It's going to be on his father, Sir Warwick Fairfax. So I'm really looking forward to that conversation. But until that happens, we will turn the page and wait until next month for another story on Warwick's dad to help you turn the page and move beyond your crucible to a life of significance. See you then.
Welcome to a journey of transformation with Beyond the Crucible Assessment. Unlike any other, this tool is designed to guide you from adversity to achievement. As you answer a few insightful questions, you won't just find a label like the helper or the individualist, instead, you'll uncover your unique position in the journey of resilience. This assessment reveals where you stand today, the direction you should aim for, and crucially the steps to get there. It's more than an assessment. It's a roadmap to a life of significance. Ready? Visit beyondthecrucible.com. Take the free assessment and start charting your course to a life of significance today.


We live in divided times in the U.S. and indeed around the world. The world seems to be torn apart with conflicts in Ukraine and the Middle East. There is an election in November in the U.S. where the rhetoric is heated. Differences of opinion over politics, social issues and world affairs can cause great division and even animosity. People can get so passionate and animated about their positions that they consider people with opposing viewpoints not just to be wrong but to be the enemy. There is no desire to listen, only to yell and drown out the other side.

How can such behavior accomplish anything positive? How will demonizing other people and considering them the enemy because of their viewpoints lead to anything worthwhile?

We need to be better at listening to each other and respecting each other’s points of view. One role model I had growing up was my father, Sir Warwick Fairfax. He really did try to understand and listen to other points of view, in particular in the political and religious arena. My father was chairman for many years of the family media company, John Fairfax Ltd. in Australia. In this position, he met many political and business leaders as well as religious leaders. One friend of my father’s was Bob Hawke, who became the Labor Party prime minister of Australia. But before this, Hawke was the head of the Australian Council of Trade Unions (ACTU). His opinions were definitely left of center, while my father’s political views were right of center.

Both my father and Hawke were highly intelligent; both were Oxford University graduates. And despite their different political philosophies, they had deep respect for each other and would get together quite often to exchange viewpoints and ideas.

My father, being Anglican, would have conversations with a variety of religious ministers, including Anglican ministers as well as Catholic ministers. My father’s spiritual viewpoints were more ecumenical than the Anglican ministers or the Catholic ministers in Sydney he would get together with. But again, he enjoyed having conversations with people whose opinions were not always the same as his.

So, how do we have conversations with people whose viewpoints are so different from ours? How do we avoid demonizing people who disagree with us and have constructive engagement with them? It is hard to avoid having contact with people we strongly disagree with. They might be family members, friends or co-workers. People who we disagree with are everywhere.

Here are some thoughts for achieving this goal of having constructive conversations.

1. Don’t judge the motives of people we disagree with. Don’t assume they are awful people who are bent on destroying our country, our culture and our world. Give them the benefit of the doubt. They just might not be awful, evil people.

2. Try to understand their points of view. Why do they believe what they believe?

3. Have constructive conversations with them, sharing differing perspectives and have a real exchange of ideas. You just might learn something.

4. Respect those who differ from your perspective. Try to understand where their worldview comes from. Their backstory, their life story might well have been crucial in shaping their worldview. Try to understand them as real humans with real feelings, hopes and dreams.

5. Share your backstory behind your worldview. If others with differing views understand where your perspective comes from, that might build some understanding and even respect.

6. Seek to find common ground. An exchange of ideas and a genuine seeking to understand each other can perhaps highlight areas you can agree on despite the differences.

7. Have as a goal of the conversation to build mutual respect rather than trying to win them over to your viewpoint. Seek to win a friend, not an argument.

With family, friends and co-workers in particular, don’t demonize them because they have viewpoints different than yours. Preserve the relationship. In fact, have as one of the goals of your interactions strengthening the relationship through a conversation of mutual respect. Those who differ from us on issues that are important to us don’t have to be the enemy. While we shouldn’t abandon our beliefs and values, we can have constructive engagement with people who differ from us. We can learn from them, and make our relationship with them, even our friendship with them, grow stronger.

My father was managing director and then chairman of the family media company for more than 45 years. Bob Hawke was the longest-serving Labor Prime Minister of Australia. Both were deserving of respect for their contributions to the nation. They had different political philosophies but they were friends and deeply respected each other.

Having positive engagement with those we disagree with is possible. Isn’t this more of what the world needs?



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We share inspirational stories and transformational tools from leaders who have moved beyond life’s most difficult moments to create lives of significance.

Listen to our Beyond the Crucible Podcast here.

Identity is something we talk quite a bit about at Beyond The Crucible. Particularly, the dangers of having your identity, your whole sense of self, wrapped up in what you do. It is easy for your mission, your vision, your life of significance, no matter how noble the purpose might seem to end up being all about you.

You may not consciously be aware of it. You might think that the vision is about serving others, but yet your ego might be pretty wrapped up in what you. Inside you might be thinking, “Look at me! I am pretty wonderful. Look at the people I am helping. I absolutely deserve to be admired by other people.”

I grew up in a 150-year-old family media business in Australia, founded by my great great grandfather John Fairfax. In 1987, after my dad died, I launched a $2.25 billion takeover of the media company, ostensibly to change management and to see the values of the company be more in line with those of the founder. This failed spectacularly with the company going into bankruptcy three years later in 1990.

For me at the time of launching the takeover, my identity was absolutely wrapped up in being a Fairfax, in being someone seen by my parents as the heir apparent to the media dynasty. My whole life I prepared myself for my future role in the company, with an undergraduate degree at Oxford University, working on Wall Street, and with a Harvard MBA. It was all about the vision and mission to preserve John Fairfax Ltd. for future generations and to serve the nation of Australia.

But my whole sense of self was wrapped up in feeling like I was the heir apparent who had to restore the family company to the vision of the founder. After the company went into bankruptcy and passed from family control, my identity was hit hard. Who was I if I was not part of the family business?


Recently, we have had two podcast guests who have been very successful with their business and philanthropic endeavors, but yet have not had their identity wrapped up in what they did. Both pursued missions that were focused on helping people. So often, people in those situations have their whole sense of self wrapped up in what they do, and then when they are no longer leading those ventures, as is the case with these two people, their ego comes crashing down and they suffer an identity crisis. Who am I if I am not the head of this successful life affirming venture?

So who were these two guests? The first was Stephanie Woollard, an Australian woman who founded an organization called Seven Women that equips and empowers thousands of women from Nepal who were marginalized by their society. The second was Jason T. Smith, also an Australian, who founded the Back In Motion Health Group, which was Australia’s largest physiotherapy network, supporting more than 140 franchisees with a team of more than 700 employees. Jason sold the business in 2020 for $100 million.

These podcast episodes with Stephanie and Jason only recently came out and we recorded those two episodes within a week of each other.

What astounded me about Stephanie and Jason is that they did not have their identity wrapped up in what they did, and when they were no longer in control of their ventures they moved onto other things, without the usual cry of, “Who am I if I am not heading up this organization?” This despite the accolades that both Stephanie and Jason received.

When I asked Stephanie about how she handled letting go of Seven Women, she said it was not like handing her baby over, and that she never saw it like that. She said that, “No, there’ll be the next place for me to make the next bit of impact. And it never defined me or who I was that I’ve seen people where what they do really is their identity. And I think that’s dangerous because what if you get sick of it?”

Jason said that as he was thinking of selling Back In Motion, he had prepared for this in part through the mentoring of a great organization called Halftime. He said in his case the issue of identity was a bit different, “because I never wanted the business in the first place because this actually wasn’t my plan for my life. … It was almost relief when I sold it rather than a deconstruction of my identity.” Jason had wanted to be a medical missionary in a developing nation. When he did not get into medical school, physiotherapy was a second choice for him.

There are powerful lessons we can learn from Stephane Woollard and Jason T. Smith about not having our whole sense of self and our identity wrapped up in what we do.

1. Do some serious self-examination and reflection. Is the venture you are about to launch or have launched truly about serving other people or is it more about you?

2. If you weren’t involved in the business how would you feel? Does that thought make you nervous? If so you need to do some serious reflecting.

3. Ask some people for help. Jason has always had mentors in his life, who he can lean on for advice. That can be very helpful. Ask those mentors or people you think could be your mentors, how much do they think your ego, your identity, is wrapped up in what you do.

4. If you find that much of your ego or identity is wrapped up in what you do, be willing to get out. Does that thought make you nervous? If the business or organization is more about you than those you serve, you will inevitably make decisions that tend to serve you and not those you serve. Is that really what you want to do?

5.Do some hard soul work. One of the keys to Stephanie’s and Jason’s stories was that they were people of faith and were always trying to serve a calling that was beyond their own agendas. In both cases, their mission and vision was truly anchored by serving those who needed what their organizations did. It was a cause, I would almost say a sacred cause. It was never about money and ego. They had their hearts in the right place before they launched their organizations.

6. Every day, pray or meditate to whatever higher power you believe in. For me, I often pray that what I do now with Beyond The Crucible would not be about me but would be about helping others. In our case at Beyond The Crucible, we believe that your worst day does not have to define you. That you can bounce back from your crucible and lead a life of significance, a life on purpose dedicated to serving others. That you can change the direction of your life and write a new chapter in your story.

7. Remember that not only are you not defined by your worst day, but you are not defined by your best day. Our worth cannot be tied to what we do or how others perceive us in our role of leading our initiatives. When others look down on us, that does not necessarily mean we are bad people. And when others look up to us, that does not necessarily mean we are worthy of adulation. We are a mixture of positive characteristics and some ones that are not so positive. We are all human. Our merit and self-worth does not come from what we do, but — from my perspective — it comes from above, from a higher power.

If you can’t get your ego in check, then don’t launch the business or organization. Let someone else who has done the inner soul work launch that venture. Until you work on yourself, you will not be very good at helping others. You will set yourself up to fail and will set those up you are trying to help to fail. Is that what you really want?



Are you ready to move from trials to triumphs? Then join us on the journey today.  Take our free Beyond the Crucible Trials-to-Triumphs Self-Assessment.

We share inspirational stories and transformational tools from leaders who have moved beyond life’s most difficult moments to create lives of significance.

Listen to our Beyond the Crucible Podcast here.

We talk a lot about a life of significance at Beyond The Crucible.  We say that your worst day, your crucible, should not define you.  That you need a vision, a life of significance (a life on purpose dedicated to serving others) that gives your life meaning and purpose.  That vision can often come from the ashes of your crucible, using your pain to help others avoid what happened to you or to better recover from their own crucibles as they seek to move forward.

A challenge, which can sometimes feel like a big challenge, is how  to know whether our vision, our life of significance, is enough.  We might feel  our vision is small, too small.  The people we want to help seem like a drop in the bucket.  The need is so great and what we are going to do feels like it will make only a minimal, almost a negligible difference.  Besides, there are others who are making a difference on a global scale.  We might even have friends who seem to be making a bigger difference than we will ever hope to.

All this can make us feel pretty despondent, even depressed.  It can all feel pretty hopeless.  Why even bother?

These can feel like attacks on our soul, our very essence and on what we would hope our life would be about and what we seek to accomplish with our life.

Here are some thoughts about why your life of significance matters:

1. Your life matters and your life of significance matters. You have to ask yourself, is this vision, this life of significance, important to me?  Is this what I want to devote my life to?  If the answer is yes, then that may be the key question.   Your life of significance matters to you.

2. Is this vision, this life of significance something that you are off-the-charts passionate about? If the answer is yes that is a very good sign.  A vision that will last is something you wake up at night thinking about, dreaming about, getting excited about.

3. Do you have the skills and abilities to bring this vision to reality? There should be a core of skills that are needed that you have.  You can absolutely build a team around you to support you.  This could be a formal team or an informal team including advisers.  But you should have some key contribution to make as part of your vision, your life of significance.

4. Think about why you want to help the people you want to help. The why matters.  Your why matters.  The why will tell a lot about your motivation and why you think this vision, this life of significance is so important.

5. Think about all the people you can help. Think of the difference you can make in their lives.  Focus on that difference.

6. Think about what would happen if those people are not helped. Even if it is only one person.  Is one person’s life being changed enough?

7. Finally and potentially most importantly, it is not a competition. What other people are doing with their life of significance does not matter.  It is fine to admire them, perhaps even learn from them.  Comparison can be intimidating and even demotivating.  Focus on your vision, your life of significance, what is on your heart.  So long as you are being true to that vision, that is all that matters.

Having a life of significance is not a numbers game.  There will always be more people to help than you or any person can possibly help.  It is about being faithful to the vision, the life of significance that is on your heart.  It is about living out your calling, you might even feel it is your destiny.

Be faithful to your calling.  Be faithful to your vision.  Be faithful to your life of significance.  That is enough.



Are you ready to move from trials to triumphs? Then join us on the journey today.  Take our free Beyond the Crucible Trials-to-Triumphs Self-Assessment.

We share inspirational stories and transformational tools from leaders who have moved beyond life’s most difficult moments to create lives of significance.

Listen to our Beyond the Crucible Podcast here.

We recently had a Beyond the Crucible team meeting in Savannah, Georgia. It was one of, if not the most, productive team meetings we have had.

Our mission was to chart the future course of Beyond the Crucible for the next 12 to 18 months. Why was that team meeting so productive? How do you assemble a great team and provide an environment to maximize collaboration, effectiveness and trust? As I reflected on these questions, I came away with some thoughts.

Just so you know who is in the photo, from left to right we have Margaret Hibbard, the Operations Manager at Beyond The Crucible; me, Warwick Fairfax, the Founder of Beyond The Crucible; Cheryl Farr, Founder and Chief Strategist at Signal Brand Innovation; and Gary Schneeberger, President of ROAR.

Here are some keys to assembling a great team:

1. Pick the right individual team members. Seems obvious, but it is not always easy to do. You need team members with diverse skills who realize what their talents are and, as importantly, realize what their talents are not. Each team member knows their lane, but importantly are willing to help other team members and receive help from their teammates.

2. Choose team members who are secure within themselves. They are driven and have a desire to achieve, but they don’t need to dominate and prove they are better than other team members. They are comfortable with who they are and not threatened by who their teammates are.

3. Have team members who are respectful. This is critical. Each team member must respect the value and contribution of other team members. They also don’t feel the need to “win” every discussion of every new initiative.

4. Team members must be authentic and humble. Character matters. People of character, I believe, are humble and don’t need to put on a mask. They are authentic and don’t have hidden agendas.

5. Each individual team member must be 100 percent committed to the vision of the organization. In the case of Beyond the Crucible, we believe you are not defined by your worst day. That you can bounce forward to a joy-filled and fulfilling life that we call a life of significance, a life on purpose dedicated to serving others. Our team is 100 percent committed to that vision and believe it is as much their vision as my vision as the founder of Beyond The Crucible. You need to create an environment team members feel is a safe place. They feel they can be heard and be vulnerable, that their opinion matters. That does not mean that each opinion on each issue will be the opinion that “wins,” so to speak; but they will feel that individually and collectively they are helping to shape the future direction of the organization. How do you create this environment of safety and vulnerability? That is largely up to the leader, who needs to choose team members who will help create such an environment. The leader needs to model vulnerability and go out of their way to make individual team members feel heard.

6. Team members need to have differences, such as in temperament, personality and experience. As one longtime leader has put it, “I don’t need two me’s on my team.”

7. Team members must genuinely care for each other. They must show kindness and a willingness to know how each person is doing. You can’t manufacture this. It has to be genuine. Often in break times, during meals, there will be occasions where team members will ask how family members are doing and show by their ability to listen and ask questions that they care about the whole person.

As I came away from our team meeting in Savannah, I was incredibly grateful. This was a team of motivated individuals who cared as passionately about the mission of Beyond the Crucible as I did. They knew who they were, what their skills were and what they were not. They were respectful of each other and did not need to dominate. They were humble and authentic.

We had rich and amazing discussions that really moved the Beyond the Crucible conversation forward. But yet in the down times in meals between meetings, we also had rich and vulnerable conversations about our lives and families. Team members such as this in an environment that feels safe, secure and empowering can enable great things to get done.

Having a great team and a great team meeting is not easy, but it is possible. It starts with having the right team members and it requires the leader of the team to help foster an environment of respect, vulnerability and compassion. When people feel they matter and that they are critical to the mission of the organization, they know they are far more than cogs in a machine and wonderful things can happen. When you put people first and respect them, it unleashes an energy and power that can accomplish great things.



Are you ready to move from trials to triumphs? Then join us on the journey today.  Take our free Beyond the Crucible Trials-to-Triumphs Self-Assessment.

We share inspirational stories and transformational tools from leaders who have moved beyond life’s most difficult moments to create lives of significance.

Listen to our Beyond the Crucible Podcast here.

As we reflect on the Trials to Triumphs Assessment and the related podcast series, we might wonder what the key takeaways are and how do we indeed go from Trials to Triumphs. Just to recap, the assessment was based on surveys of more than 11,000 people. Additionally our thinking has been influenced by the more than 120 interviews on our podcast with men and women who have not only bounced back from their crucible moments but have bounced forward to lead lives of significance, lives on purpose dedicated to serving others.

One of the important insights we have observed is that for most of us, our journeys from trials to triumphs are not easy, in fact they can be a bit bumpy. We might move forward and make some progress only to hit a speed bump or another crucible. We recover from that and move forward to at times face other challenges. The key is are we moving forward, are we learning lessons from each speed bump and crucible? Do we have the mindset that the crucibles and challenges happened for us, not to us. Perhaps we even see gifts in the crucibles, as many of our guests on the podcast have. Do we have a resilient mindset, choosing to move forward and not dwelling in the past?

Another insight we learned from the podcast series in particular is not only is the journey from trials to triumphs not easy, but we can actually hit more than one waypoint on our journey. For instance, it is quite possible to go from Stuck at the Starting Line (someone who has not processed their crucible, and is stuck; they are living in the past with anger and hurt) to being Afraid to Trip (someone who while they may have accepted and processed their crucible at one level, and has a vision for the future, but they feel cautious about moving forward; something is still holding them back). So a person can move forward from one waypoint, in this case Stuck at the Starting Line, but then find themselves with challenges at another waypoint, Afraid to Trip.

As we discussed each of the six profiles on our podcast series, I shared my personal reflections for the profiles that I had experienced. Remarkably, I found myself having gone through each of the six profiles. I moved forward, I tried to learn the lessons of my crucible and the lessons of the challenges along the way. The path forward was not easy, and it was painful at times. But I kept moving forward, and tried my best to not wallow in bitterness and anger, forgiving myself and others as necessary.

It was eye opening for me, charting my path and my growth over the years, since in my case I spent time at each of the waypoints that the profiles of the assessment identify. To be clear, you don’t have to go through each profile as I have done to go from trials to triumphs. But you may go through more than one waypoint, more than one profile and the road may get bumpy at times. You may have times of rapid forward movement and times where you feel like you are hardly moving forward at all.

So long as you have your eyes looking ahead, and you are finding ways to not let the past hold you back – which might mean there are seasons of some processing and reflecting on the past in order to move forward – then you will find a way to move forward. You will find a way to triumph, which we believe is living a life of significance, a life on purpose dedicated to serving others.

To let you know my journey, I will share with you the waypoints, the profiles, I experienced in my journey to Hitting my Stride, to leading a life of significance.

– I started out On a Different Track. I grew up in my family’s 150-year-old family media business in Australia. My life was one of duty and obligation. I was living someone else’s vision, the vision of my great-great grandfather, John Fairfax. I was not on my own track with my own vision. I was living someone else’s life.

– Then I went to On a Mad Dash. I launched my $2.25B takeover in 1987 to change management and bring the vision for the company back to the ideals of the founder. In the months leading up to the announcement of the takeover and the years until the company had to file for bankruptcy in 1990 because of all the debt we had and the deep recession in Australia, I was certainly in a Mad Dash. There were numerous refinancings and lots of activities to try to keep the company afloat.

– From there I was Stuck at the Starting Line. After my takeover bid ultimately failed in 1990, I was certainly not moving forward. My whole life I had prepared myself to fulfill my duty to go into the family business. Now that life was over. What was I going to do now? I had quite a few years of feeling stuck, reflecting on the pain I had caused others, family members and employees of the company, and the pain I was feeling.

– Then I had a Running in Place time in my life. We moved to the U.S. and I got a job in the late 1990s for a few years in an aviation-services business in Maryland, where we now live. While I did fine, I felt that I was not using all of my skills and abilities. I was surviving and not thriving.

– I had an Afraid to Trip period, too. In 2008 I gave a talk in my church about what I had been through in the family business and the failed takeover. I spoke about the lessons I had learned from this. Somehow the people in the congregation seemed to be able to relate to my story. So the idea was birthed within me to write a book about my journey, Crucible Leadership, and about what I had learned about bouncing back from crucibles. But progress was slow. It took me years to write the book and years to get it published. It was painful to write about what I had been through. There was progress, but at times it felt glacial.

– Finally, I feel like I am now in a period of Hitting My Stride. As mentioned I have my book Crucible Leadership, I have a podcast Beyond The Crucible; along with speaking and writing. I am focused on leading a life of significance, a life on purpose, dedicated to serving others.

The key point is that I kept moving forward. I tried to learn the lessons of my crucible and not wallow in bitterness and anger. I tried to live a life on my terms in line with my gifting, abilities and passions, not those of my ancestors in the family business. I tried to live a life in line with my beliefs and values. I kept thinking and praying about what is the next right step. For instance, in 2003 I felt like I was not using all the gifts and abilities that from my perspective God had given me. So I went to an executive coach who did mid-career assessments, who said I had a good profile to be an executive coach myself. And so I pursued coaching.

The important point is that when I felt led to take a step I did. I kept moving forward. When I started writing my book, it was slow because it was so painful to reflect on my past experiences and hard won lessons. But I kept moving forward, writing one chapter at a time. Challenges would come up. I felt the best shot I had of getting my book published was to pursue Australian book publishers. While they were intrigued, for a variety of reasons they said no. But I kept moving forward. One publisher suggested that I needed to have a brand, so that there would be a community that would be interested in my book. So I focused on building my brand, which ultimately led to our podcast, writing and speaking.

Moving from Trials to Triumphs is usually not easy, and almost inevitably there will be challenges and perhaps more crucibles along the way. You have to have resilience. You have to process and understand the lessons of your crucibles. You have to forgive yourself and others. You have to learn and grow and live your life, not someone else’s. You have to pursue a vision that you are indeed off-the-charts passionate about — a vision that is about others, a vision of purpose that leads to a life of significance.

That is the way forward. The journey is not always easy, but it is a journey of hope and service to others.


Reflection

  1. After taking the Assessment, reflect on what waypoint, what profile you are in.
  2. What lessons do you need to learn based on where you are? Perhaps you need to further process your crucible, forgiving yourself and others.
  3. How can you take steps to move forward so that you can Hit Your Stride and live a life of significance, a life on purpose dedicated to serving others?

Are you ready to move from trials to triumphs? Then join us on the journey today.  Take our free Beyond the Crucible Trials-to-Triumphs Self-Assessment.

We share inspirational stories and transformational tools from leaders who have moved beyond life’s most difficult moments to create lives of significance.

Listen to our Beyond the Crucible Podcast here.

Over the last five years, Beyond the Crucible has conducted a two-phase quantitative study to develop a valid, projectable understanding of how people experience life’s crucible moments. We wanted to understand how some people turn trials into triumphs — and why others get stuck in the aftermath, sometimes spinning their wheels for months, years or even decades without being able to truly move on.

On our podcast, Beyond the Crucible, we have recorded more than 120 interviews (and counting) with people who have not only bounced back from their own crucible moments, but successfully bounced forward to build new lives of significance. In listening to these stories, we noticed something: No matter how different the crucible stories and their bounce-back journeys were, they all shared certain beats along the path to recovery and significance. Every person’s story was so very different — yet they had remarkably similar touchstones.

What if we could actually identify a predictable path for bouncing forward from a crucible moment to a life of significance? We theorized that if we could do so, we could help people accelerate their journey forward. And we might even be able to help people who were stuck on the path from trial to triumph get unstuck and start moving again.

The Big Aha Moments: Mapping the Journey from Trials to Triumphs

After surveying more than 11,000 people from all walks of life across the United States, six important learnings emerged.

1. Most of us admit to having experienced at least one devastating loss or setback in life that changed us for good. Nearly three of every four people (72 percent) report that they have experienced at least one crucible moment so traumatic or painful that it fundamentally altered the course of their lives.

2. What about the 28 percent of people who say they haven’t had a crucible moment? In short, they’re in denial. No one gets to sail through life without having their trajectory altered by some loss, failure, or setback. About 1 in every 4 people have experienced what we call “veiled crucibles” — crucible moments that remain unacknowledged by their bearers, but still have a measurable and discernible effect on their lives.

3. There is a predictable map for moving from crucible to triumphs in life. This bounce-forward map is comprised of five progressive stages:

4. Your starting point on your personal path from crucible moment to a life of significance is not a product of your age, gender, personality, ZIP code, marital status, religious affiliation, or any other label or reason. It is 100 percent a product of how you see yourself, your crucible, and your place in the world at a particular moment in time. It is a “you are here” indicator on your own personal path from trial to triumph.

5. One of the things that surprised us most in the research: As part of our hypothesis, we posited that people who understood how they were wired would be better at bouncing forward from their crucible or following their own path. (At Beyond the Crucible, we refer to this as understanding how you were “designed.”) In fact? No. Knowing how you are inherently designed — what you’re good at and what you’re bad at, what you like doing and what you don’t — does not give you a statistical leg up or a shortcut on your Trials-to-Triumphs journey. While understanding your design may accelerate certain stages of your personal journey across the map (such as how fast you can turn your vision into reality, for instance), it does not fundamentally change your path. Moving from trial to triumph is all about moving through your crucible, learning to let go of the pain associated with it, casting a significant new vision for your life, and charting a course to transform that vision from an idea into your reality.

6. While there is one map, everyone’s journey from crucible to triumph is not the same. There are six different types of journeys, or paths across the map, that people can take to bounce forward. Take our free Beyond the Crucible Trials-to-Triumphs Self-Assessment to find your own unique “you are here” mark on the map” as you being your journey. Then listen to our podcast series unpacking each of the profiles to learn more about how you can triumph a reality in your life.


Reflection

  1.  Have you found yourself stuck in trying to move beyond your crucible? If so what can you do to start moving forward?
  2. Which of the five stages of moving beyond your crucible has presented you the most challenges? Why do you think that is?
  3. When you think about “triumphs” in the aftermath of your crucible, what does that destination look like for you? Write down as many thoughts as come to mind, so you can refer to them after you take the assessment as you chart your course to a life of significance.

Are you ready to move from trials to triumphs? Then join us on the journey today.  Take our free Beyond the Crucible Trials-to-Triumphs Self-Assessment.

We share inspirational stories and transformational tools from leaders who have moved beyond life’s most difficult moments to create lives of significance.

Listen to our Beyond the Crucible Podcast here.

Many leaders want to grow, to advance in their careers, and some want to grow as human beings as well. One of the tools we can use to grow in every sense of that word is by having mentors. Mentors can be one way we accelerate our learning and potentially accelerate the process of becoming who we want to be. It is not a cure all for solving all our career or life challenges. But it can certainly be helpful.

I have had some experience with mentors. Some were quite helpful and others were not as helpful.

We may be wondering what we should be looking for in a mentor. Here are some tips to finding the right mentor.

1. We have to be ready. We have to be at a point in our life and our careers where we want to learn. We want to grow. And we are open to help from others to get us there. This is critical. If we feel we know everything, asking for advice from a mentor will be pointless. We will be wasting their time and ours.

2. Do a readiness check. To ensure we are ready for a mentor, we need to do an internal check, a soul check if you will. We need to start from a place of humility. There is much we don’t know and much we need to know. We want to minimize our mistakes and accelerate our growth in our careers and lives. We must make the commitment to listen, even if the advice we hear is not always pleasant. Growth can be painful. It typically is. So count the cost ahead of time.

3.The right mentor matters. We need to define what we are looking for in a mentor and why we feel we need one. Perhaps we want to get further in our careers; it could be many different kinds of jobs. Perhaps we are a new mother or father and want to get advice from those parents who we admire and want to learn from.

4. A good mentor knows more than we do. If we feel a prospective mentor does not know much more in their field than we do, it may not be a great fit. A good mentor will be someone we admire. Not only do they know more than we do in our field, but they are doing it the right way. How they do their job is as important as the job they are actually doing. We might want to do our job and grow in our career the right way. Treating people well, not cutting legal or ethical corners. We want to grow in our vision and impact in our profession and we want to be around people with similar values to us and who have vision and want to impact the world in a positive way.

5. A great mentor is a great listener and asks great questions. They will not tell us what we should do. They will not give us a roadmap. They will not tell us how they grew in their career and then tell us we should use exactly the same approach. A great mentor will ask us great questions. They will want to know what our goals are, what our values are and what vision we have for our career and our life. They will ask us about legacy and what we want to leave behind. They will ask us if our lives and careers are all about us or about serving others and some higher purpose.

6. A great mentor will make us do the work. They will not do it all for us and write a big report with all the career steps laid out. They are there to guide and advise and ask us great questions. But ultimately, the responsibility for growing in our careers and lives is up to us. It is our responsibility not theirs

7. A good mentor will share our values. They will also have a balance with being encouraging and affirming while also seeking to push us forward in a gentle way to achieve the goals we say we care so deeply about. Values matter. If we say we want to be humble servant leaders who strive to be about the team and not so much about our own agenda, and that we want to make a positive difference in the world; we need to find mentors who share those values and objectives. This is critical. Mentors who have values and goals different than us could well lead us down a path to becoming exactly what we don’t want to become.

Growth in our lives and careers is not easy. We definitely need all the help we can get. Having a mentor can be helpful. But is not a cure all. Ultimately, we need to take ownership of our lives, our decisions and our mistakes. To make our vision for our lives become reality, we have to take positive steps forward, one day at a time, one month at a time, one year at a time. It will take humility, perseverance and forgiving ourselves and others. It is a long journey. If we believe our mission is important enough, we will keep going. This is our journey and our lives. Mentors are there to assist us, to help us get there faster but also become the person we want to be. A great mentor can be invaluable, an important tool in our careers and our lives. But it is only a tool. We are responsible for our lives and the growth in our lives. No one else is responsible for this.


Reflection


You are more than your failures and setbacks.

We share inspirational stories and transformational tools from leaders who have moved beyond life’s most difficult moments to create lives of significance.

Listen to our Beyond the Crucible Podcast here.

Many of us live our lives to please others, to make them happy. We are often told that if we think of ourselves, our needs, our dreams, we are being selfish. We need to be practical. We need to be selfless and think of our obligation to our family, to our friends, to those at work who depend on us. After all, don’t we care about our coworkers and their families? We should want to serve those who work with us and for us. Isn’t that what servant leadership is all about?

I know this message and this story only too well. As the great-great grandson of John Fairfax, the founder of a large media company in Australia, my obligation was clear. I was the fifth generation in my family and was expected by my parents to go into the family business in a leading role. So I did my undergraduate degree at Oxford University like my dad and some other family members before me, worked on Wall Street and got my MBA at Harvard Business School. Ultimately, that sense of duty and obligation led to my being the one who launched a $2.25B billion takeover of the family business in 1987 — a bid that ultimately failed due to a combination of Australia’s recession, the company’s debt load, and, yes, my youthful inexperience and naivete.

I never once felt I had a choice to pursue my dreams. My duty to keep the family legacy of producing quality newspapers and media in Australia was clear. Didn’t I care about my family, about my country?

It is easy to paint a picture where we feel our duty, our obligation, is clear. It might be a family business. It might be the pressure from family and our community to get a high-paying, prestigious job such as being a doctor or a lawyer. But what if we want to be a sculptor, a musician or an elementary school teacher, when those around us are telling us that we could do more? We need to be practical and not so self-centered, we are told.

Here are some thoughts for counteracting this idea that living our lives to fulfill our dreams is self-centered (and not practical, for that matter).

 1. First, it is our life!
We have the God-given right to pursue our dreams, our calling. We were meant to live in light of how we were designed and lean into what we are most passionate about. It is right and appropriate. We should live in light of who we were meant to be. How is that wrong? How is that selfish?

 2. Examine why we feel obligated to please others, be it our family, friends or our coworkers.
Perhaps other people are telling us that it is our job, or our duty. Why is that? Sometimes those in our family have unfulfilled dreams that they hope we can fulfill for them. Sometimes our family or others feel that their legacy depends on us stepping into their shoes and carrying their dreams forward. But that is not our job. Our family, friends and coworkers have the right to pursue their hopes and dreams. And so do we!

 3. Us playing small by carrying on the legacy of others does no one any good.
Over time we may well begin to feel bitter, to feel used. How can you do a good job under a sense of obligation and duty? You really can’t. It is not sustainable.

 4. So shift to thinking about what you are really good at, what you are passionate about.
As you lay awake at night, what problem that the world needs help with do you feel called to fulfill? A true vision that lasts, a calling, needs to have as part of it a life of significance, a life on purpose dedicated to serving others. That makes it clear to you and to others that this may be your dream, your vision, but it is anchored in serving others. That kind of a dream and vision is absolutely not selfish or self-centered

 5. Think about small steps, small probes.
You might think you don’t know what you are really off-the-charts passionate about, in areas you are great at, which the world really needs. But try something; I would almost say anything. What’s the next right baby step that you feel will take you in a direction you want to explore? It might not be the ultimate destination, but if you link enough baby steps together and progress in finding your calling, the vision you are off-the-charts excited about will happen. Trust yourself and trust the process.

 6. Gather your team.
Making a shift from a life of people pleasing, a life of obligation, is not easy. There will be plenty of people who will tell you to be practical, to stop being selfish and to keep on the track of obligation of living someone else’s dream and vision. You need a team to counteract this, a team that is for you, that will help to encourage you to pursue your dream and your vision. Perhaps that team will include people who will help you bring your vision to reality.

 7. Do something!
You have to make a decision today that your days of obligation and people pleasing are over. You will live today and from now on a life that is in line with your calling, I would almost say your divine calling. Making a step, however small, is a huge step, especially the first step. And for those who say you have to be practical, remember it is your life. If you would rather teach elementary school kids than train corporate executives, for instance, that is your choice. Clearly the salary and income will be quite different. But it is your life. You get to choose your path, even if that path has a lower income level.

We all want to live a joyful and fulfilled life, to leave a legacy that others can be proud of, to feel we lived a life that mattered. Living a life of obligation and people pleasing is not the way to do this. We will feel we missed out. We made everyone happy, except us. We took the easy way out. That may well lead to a life of regret, even bitterness. We don’t want to be that person or take that road. A life that truly does serve others, that in some way makes an impact for good, is anchored in our calling, our dreams, our vision. Such a vision will animate us, propel us forward and will give us a sense of deep satisfaction. A life we lived, that we chose, that makes the impact we feel called to make. That is the kind of life that we can be proud of.


Reflection


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