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The Credit Union Leadership Podcast artwork

Winning Strategies - Leading Without Losing Yourself

The Credit Union Leadership Podcast · 2026-06-23 · 1h 1m

0:00--:--

Key moments - from our scoring

Substance score

22 / 100

Five dimensions, 20 points each

Insight Density5 / 20
Originality6 / 20
Guest Caliber4 / 20
Specificity & Evidence4 / 20
Conversational Craft3 / 20

Scott Anderley challenges the traditional work-life balance paradigm, arguing that work-life integration - where multiple life domains create harmony like musical notes in a chord - better serves credit union leaders. Drawing on research from Dr. Arthur Brooks (Harvard's professor of happiness), Dr. John Deloney (non-anxious life), and depth psychology, Anderley introduces Wave Theory, which recognizes that life components ebb and flow like ocean waves rather than existing in static balance. The core insight: only 33% of U.S. citizens thrive in overall wellbeing, yet credit union professionals derive value from helping others. When leaders compartmentalize their lives inauthentically, they create unmotivating environments that drive disengagement and quiet quitting - not from formal resignations but from reduced innovation and motivation. Anderley's Wave Check tool measures harmony across ten life domains (work, finances, family, health, relationships, etc.) using three elements: enjoyment, satisfaction, and meaning. Dissonance occurs when these elements are out of tune, time, or tone - lacking purpose despite achievement, stretched too thin with enjoyment absent, or bulldozing goals without savoring the journey. This practical framework helps credit union leaders identify which life waves need attention before implementing formal work-life integration plans, ensuring sustainable, authentic leadership that inspires rather than exhausts both leader and team.

Key takeaways

  • →Only 33% of U.S. citizens are thriving in overall wellbeing; over half are engaged at work but burned out - a danger zone that creates quiet quitting and disengagement rather than authentic contribution.
  • →Work-life integration through harmony (enjoyment, satisfaction, meaning) across both domains works better than compartmentalized balance for most credit union leaders and creates more motivating team environments.
  • →The Wave Check tool measures ten life domains (work, money, family, health, relationships, etc.) to identify dissonance - being out of tune (lacking meaning), out of time (stretched thin), or out of tone (misaligned values) - before burnout occurs.
  • →Leaders who lead inauthentically, sacrificing core identity for role compliance, inadvertently create unmotivating environments where teams disengage, stop innovating, and avoid meaningful work like suggesting products that help members.
  • →Wave Theory recognizes life components ebb and flow like ocean tides; the goal is harmony where different elements work together like musical notes in a chord, not static perfect balance.

Guests

Scott Anderley

Topics in this episode

Work-life integrationQuiet quittingWave TheoryWave Check ToolDr. Arthur BrooksDr. John DeloneyBurnout and DisengagementWellbeing MetricsHarmony vs. BalanceLife Domain Waves

Questions this episode answers

What's the difference between work-life balance and work-life integration?

Work-life balance treats work and personal life as separate compartments kept in equal proportion, while work-life integration creates harmony between domains like musical notes in a chord. Integration recognizes life ebbs and flows (like waves) and prioritizes three elements - enjoyment, satisfaction, and meaning - across all domains, not equal time allocation.

What does it mean when someone has dissonance in their work-life integration?

Dissonance occurs when life domains aren't aligned harmoniously. This can manifest as being out of tune (lacking purpose despite achievements), out of time (stretched too thin without enjoyment), or out of tone (pursuing goals so aggressively you bulldoze relationships and lose the why). The Wave Check tool identifies which dissonance pattern needs attention.

Why do 67% of U.S. citizens who aren't thriving in wellbeing matter to credit union leaders?

Credit union professionals derive value from helping others win with money and fight for dreams. When leaders themselves are burned out or disengaged, they create unmotivating environments where teams stop innovating, avoid difficult conversations, and disengage - ultimately failing to help members. Leaders' wellbeing directly impacts organizational culture and mission fulfillment.

What is the Wave Check tool and when should credit union leaders use it?

The Wave Check is a diagnostic tool measuring harmony across ten life domains (work, finances, family, health, relationships, etc.) using enjoyment, satisfaction, and meaning as metrics. It's designed as pre-work before taking the formal Work-Life Integration course, helping leaders establish a baseline and identify which life areas need rebalancing.

What happens when leaders lead inauthentically instead of being their true selves?

Inauthentic leadership creates an unmotivating environment where people aren't innovative, avoid helping members, sidestep hard conversations, and engage in quiet quitting - staying employed but disengaged. This undermines the credit union's mission to help people win with money and fight for dreams.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

5 / 20

The episode is padded with motivational filler, music analogies, and personal anecdotes (couch purchases, fire pits) that crowd out substantive ideas. The core framework - a 10-category 'wave check' rebranding the well-worn Wheel of Life - offers little a B2B operator couldn't get from a quick Google search, and the few cited statistics float without rigorous sourcing.

Only 33% of US citizens are thriving in overall wellbeing. Only 33%.
stagnancy breeds mosquitoes

Originality

6 / 20

The music-harmony metaphor for work-life integration is a creative presentational device, but the substance underneath is almost entirely borrowed - Arthur Brooks's three happiness macronutrients, Dave Ramsey's money quote, Simon Sinek on friendship, James Clear on environment, and the standard Wheel of Life repackaged as 'wave theory.' No contrarian or first-principles argument emerges.

Work life integration in, uh, the musician and me loves this. It's this idea of harmony.
money amplifies current behavior

Guest Caliber

4 / 20

The episode is a solo webinar presentation by a consultant who has been at Service Star roughly three years and whose prior practitioner background is sales and service training at Chick-fil-A. There are no external guests. He explicitly frames the tool as a beta being tested on the audience, undermining claims of seasoned expertise.

Scott has been with Service Star almost three years.
before joining Service Star, he worked at Chick Fil A for over three, uh, for several years

Specificity & Evidence

4 / 20

Virtually all concrete detail is personal anecdote (redesigning a living room, adding a fire pit) rather than business evidence. Statistics are cited without named studies or methodologies, and there are zero credit-union-specific case studies, dollar figures, or operational metrics to substantiate any claim.

we bought a new couch, and now it's a room. Man, I enjoy being in there.
65% of people feel disconnected from others and disconnected from the world

Conversational Craft

3 / 20

This is a recorded webinar monologue, not an interview; there is no host probing or challenging a guest. The brief audience Q&A at the end is read by a moderator and answered with generic motivational re-framing rather than specific, actionable follow-through. No meaningful pushback occurs anywhere in the transcript.

Question on the growth, learning. You've been putting in the work, showing the results, and still don't seem to be moving where you want to be.
I'll interpret it two ways.

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Share of words spoken

  • Speaker A84%
  • Speaker B10%
  • Speaker C4%
  • Speaker D1%

Most-used words

life121integration46idea36help34wave29leaders25together22love21question21better20leadership20meaning19growth19credit18part18enjoyment18

Episode notes

Many leaders are working hard, achieving results, and staying engaged, yet still feel exhausted, disconnected, or on the edge of burnout. The challenge is not a lack of commitment. It is that work life balance often fails to reflect the realities of leadership. In this Winning Strategies webinar, Scott Anderle introduces a practical framework for work life integration that focuses on harmony rather than balance. Through his Wave Theory model and the Wave Check assessment, leaders learn how to evaluate the areas of life that most influence their energy, purpose, and effectiveness. If you want to lead others well without losing yourself in the process, this episode provides a powerful starting point. In this episode we talk about and answer these questions: Why are so many engaged employees still struggling with burnout and disengagement? What is the difference between work life balance and work life integration? How do enjoyment, satisfaction, and meaning influence leadership effectiveness? What are the ten life waves that shape personal and professional harmony? How can the Wave Check assessment help identify areas of growth and dissonance?

Full transcript

1h 1m

Transcribed and scored by The B2B Podcast Index.

Speaker A: What I'm going to pitch today is instead of work life balance, the answer for me has been work life integration. It's this idea of if I want to fight for dreams, how can I make that show up in every aspect of my life? And it got me thinking when I was looking at the stats, only 33% of US citizens are thriving in overall wellbeing. Only 33%. So for those of us that are, uh, competitive or achievement, we're like, yes, if I'm thriving, I'm doing better than most. But my guess is that if you're like me, credit union people, our studies show we find value in ourselves when we can help somebody. And when I Hear that only 33% of people are thriving, that tells me there's a lot, a lot of opportunity to make a significant impact in what we're doing. You're listening to the Credit Union Leadership Podcast, a podcast that delivers value and offers up insight that'll help your credit union grow. Service Star has been consulting with credit unions for over 20 years, growing them in the areas of cultural development, leadership development, and management training. To learn more about what Service Star can do for you or your credit union, check them out@servicestarconsulting.com welcome to the Credit Union Leadership Podcast.

Speaker B: I'm Scott Anderley and man, I'm excited about today's episode. It is our session of Winning Strategies. Again, Winning Strategies is a session we do almost every month. It's about, uh, somewhere between eight to nine months of the year. It's a free hour long session where

Speaker A: we provide value to you.

Speaker B: It's just a taste of everything that we have. And I went on the deep end with this one. This is when I led and it was going to be work life integration and it still is. But what I've learned from teaching work life integration multiple times, uh, with our emerging leaders, our level one, uh, cohort. What I realized is, oh, there needs to be some pre work so when people go into the work life integration plan that they can take advantage of

Speaker A: it but also have some sort of

Speaker B: sense of accomplishment or metrics to look at before, during and after. So this session really builds up to this tool that I'm testing out. And you can have a link, uh, there's a link in the show notes for it too.

Speaker A: It's called the wave check.

Speaker B: And what I'd really like you to do if you're not in the car, is I'd like you to click that link. And as we're working through this the last 10 minutes is working through this and I'm answering some questions is I want you to work through the wave check for yourself. And this is great pre work for you going into the work life integration plan that we do in emerging leaders. And even if you don't, I find this wave check to be man such a great tool for you because, uh, if you've know me, one of the big things I say is there's power and definition. And what we do here is we're taking the abstract about your life, the abstract about what is work life integration to you because it looks different to everybody. And by the end of this episode,

Speaker A: you're going to leave with a clearer

Speaker B: idea of what does work life integration

Speaker A: look like for you.

Speaker B: So guys, click that link, follow along, get ready. I'm really excited about this episode and I know that it's going to provide a lot of thinking and impact in your life.

Speaker C: Welcome. We're excited to have many of you here. I think there's a lot of names I've seen, but we had over 150 people that were registered for today, not only from credit unions, but different vendors and league partners from across the our entire movement. Uh, some of you are clients, some of you aren't, and some of you were just invited by a friend or a co worker. And really, wherever you're coming from, we're glad you're here, genuinely. So it's. And if you're not familiar, service star. We offer free workshops like this throughout the year. Uh, usually there's around eight that we do each year. Um, and that's really because we feel that we want to bring part of this community together. It's not only our investment in the movement, but it's our investment in you. So these, these, these different sessions are typically set up to be practical, timely, right in your face. Kind of some things that you can take away right away. And they're meant to connect us because I love the power of collaboration amongst cooperatives. And so our hope today is that you're going to bring at least one thing home with you that's useful. Um, maybe it's a new way to think about leadership or just a different question that you can ask yourself. Um, maybe just a simple reminder. Um, but at the end of the day, that's why today's topic really matters. We know that leaders from all across the country here are carrying a lot, a lot of weight, A lot. Right. Uh, they're being asked to coach and communicate and motivate and manage and change and hold people accountable. And to really support your members. Um, so I'm, I'm especially excited for this topic because as Scott was putting this together, it's incredibly timely. So for those that don't know, our birthday boy, Scott has been with Service Star almost three years. Uh, he's made a tremendous impact since I've known him. But also before joining Service Star, he worked at Chick Fil A for over three, uh, for several years, for that matter. A lot of sales, service, and leadership training there. Um, we know that that experience has shaped the way he thinks about people culture, that consistency, that service. And he's brought it up. And if you've not heard Scott before, you're in for a wild treat. So.

Speaker D: But.

Speaker C: But honestly, what really stands out is his heart. I think his got that personal mission to help fight or to help people fight for their dreams and just really align our movement and it just really aligns with what we're going to do today. So with all that said, I'm incredibly proud to work with you, Scott. Thank you. You're crushing it, honestly. Um, and you're already doing much more than I thought you could ever do. So rock and roll. Take it away. So I'm excited to hand it over to you, Mr. Scott Anderley. Happy birthday.

Speaker A: Thank you, Taylor. Guys, I am so, so, so excited. I always tell people the best birthday gift I got three years was a job offer in my email box to help people fight for dreams and do this. And, uh, you know, if you know me, if you see this hat, you're already, uh, probably smiling a bit. It says fight for dreams. So this morning when I woke up, my wife said, hey, I have a gift for you. She's a graphic designer and used to make merch for bands. And she made. I always talked about how cool would it be to have like, some sort of, like, symbol or something. Like people wear and say, this is who I am. This is what I want to do and have it, like on T shirts and hats. So she gave me this that says for fight for Dreams. So if you're like, why is this guy wearing a hat with a blazer? It's because I'm too excited and I want to. And I think it's the perfect lead in. Into what we're doing today. And guys, thank you so much for coming. I see a lot of friends that I've asked. Hey, I'm trying. We're getting a little weird today. We're going to try this, uh, digital tool that I've created that I want y' all to experiment with beta test and see, hey, does this provide value? Would this help other credit union leaders? Uh, so thank you so much, uh, friends of mine, for coming in and uh, taking this and uh, going to experiment and see how this lands. If you haven't seen me yet, hey, thank you for being here. I'm really excited. A lot of people I met just recently, so this is going to be a good time. So we're talking about the idea of leading without losing yourself. And what I'm going to pitch today is instead of work life balance, the answer for me has been work life integration. It's this idea of if I want to fight for dreams, how can I make that show up in every aspect of my life? And it got me thinking when I was looking at the stats. Only 33% of US citizens are thriving in overall well being. Only 33%. So for those of us that are competitive, uh, or achievement, we're like, yes, if I'm, if I'm thriving, I'm doing better than most. But, but my guess is that if you're like me, credit union people, our studies show we find value in ourselves when we can help somebody. And when I Hear that only 33% of people are thriving, that tells me there's, there's a lot, a lot of opportunity to make a significant impact and what we're doing. And furthermore, is this idea that, all right, only 33% of people are thriving in overall well being. Well, it doesn't mean that they're not engaged with work. That that actually is the danger zone where more than half of people are engaged with work but not thriving. And guess what that leads up to burnout. It could be this idea of quiet quitting. And, uh, no, no, quiet quitting is not that I quietly submit my letter of resignation and walk out the door without talking to you. No, quiet quitting is. I'm still here, I'm still working, but I'm less motivated than I used to be. I'm not being as, um, I'm not as being as innovative as I can. It's, ah, you know what, I'm just gonna do the bare minimum to get by. Cause you know what? I'm just not, I don't care about this as much. And guys, our job is to help people fight for dreams. And how do we do that? We help them win with money. And if, if I'm leading people and I'm feeling a little bit of this burnt out, and sometimes we feel like, all right, as a leader, I might have to sacrifice Some elements of myself to do this when maybe, maybe that's not the answer. And if we continue leading where it feels like I'm this square peg going through the circle hole, what's at stake, what's, what's. What could be the problem. If I continue acting like this, I'm going to create an unmotivating environment. And that unmotivating environment is going to allow people that, you know, aren't going to be innovative, not going to be thinking about, how can we do this more efficiently, how can we help people? It's when we start getting people say, oh, I don't want to suggest products that could help our members win with money. Because it just feels weird with our missions to help people win with money. You know what? I don't want to have a hard conversation with our teammate. They're. They're pretty good at all things, but not this. Our mission here, we're crusaders on a crusade. This stuff is important. So, so if I, if I'm saying, you know what I'm leading, well, but I'm not being my authentic self. I, uh, create an unmotivating environment. What does that unmotivating environment lead to? Disengagement where people aren't. You feel like you're picking up everybody's messes, and you're the only one working and caring about this stuff. And guys, if we let this continue, what does this yield? That we're not helping people win with money. That we're not helping people fight for dreams. Now I get it. As we lead, you know what I felt like in previous jobs that I worked, that sometimes maybe it was my role to be the guardian, uphold high standards, honor the legacy of who we were. And I found myself, uh, being like the guy in charge of compliance and SOPs stuff where I had to learn new skills and I was good at it.

Speaker B: But deep down, I was frustrated because

Speaker A: I knew I wasn't the person I could be deep down. Maybe I didn't have the words yet, but. But I wanted to be someone who inspired and equipped other people to fight for dreams, not just doing compliance and SOPs. Now, some of you might be like, I don't want to be the guy inspiring and equipping or having hard conversations or talking. I'd rather be the person doing SOPs.

Speaker D: Great.

Speaker A: I need you. I need you. We need each other. So when, uh, we're leading all, uh, right, the challenge is. And Ryan, I want you to show this next slide. The challenge is, we believe work, life balance is the answer. We believe that all Right. If I keep them separated. Um, uh, if we keep it separated, that. All right, this is my work life, and I compartmentalize it, and I have it here, but it's in balance. I'm spending just as much time and effort as I am with work as, uh, my personal life, that I'll find things that rejuvenate me in my personal life so I can be better at work. It's a good idea. And I. I would even argue it works for some people. I'm not saying it doesn't work, but what I am saying is I don't believe it's practical for most. It's not practical for me. It's not practical for my lifestyle, what I'm doing. So. So the problem is we think of it like this balanced scale. But what if it was more like waves crashing on the shore? Ryan, you could go to that next slide where this idea of waves, where sometimes it reaches a high moment, sometimes it reaches a low moment, or there's something in the middle where, hey, it's good, but it might not be the thing driving my work life integration. Sometimes the waves pull back. Sometimes it's more subtle, sometimes it's, um, more prominent. It's this idea that it ebbs and flows. So the solution I'm proposing today is to lead. Well, I've got to find myself,

Speaker B: and

Speaker A: that takes some work, and I believe to find yourself. We do this through work life integration. Ryan, go to the next slide. Let's look at this definition together. Work life integration is not this. This idea of a balance. Work life integration in, uh, the musician and me loves this. It's this idea of harmony. It's harmony between work life and your home life. And there's these three critical factors in it. Enjoyment. Does it bring me joy. Satisfaction. Is there a sense of accomplishment or achievement with it? And meaning? Do I matter? Is there relevance to this? Now, here's the thing. Work life integration may look different, uh, for. Actually, I think it's going to look different, uh, for a lot of us, actually. You know what? Let me do this. Uh, Ryan, tell me if you can hear this real quick. I'm going to put it like this. Y' all hear that? So this idea of work life integration using music and this idea of harmony, sometimes what we think is, you know what my work life needs to be a separate element where I could put my personal life. Oh, it's that. And I just got to keep them separated. And I sound crazy. I sound like I'm doing polka, when really, what happens if I play it

Speaker C: together,

Speaker A: it has a much better sound. But you know what, maybe something changes in my work life, but I want that note to still work together with all aspects of my life where it sounds lot a beautiful. That's work life integration. What I don't want is, I don't want my work life, in my personal life to play a chord like this. That's nasty. So the idea is what is your chord? What is your chord? It's going to look different for all of us. So dissonance, uh, is the opposite of harmony. Harmony is everything's working in alignment together. It's creating a beautiful song. It's in this beautiful song is this harmony between enjoyment, accomplishment and meaning, between your home and work life. Now there might be dissonance when aspects of my life are not aligned, when it doesn't work. So let's look at what dissonance could, uh, look like. So Ryan, I'm going to screen share real quick.

Speaker C: All right.

Speaker A: So don't freak out, Ryan. I'm, uh, going to do it myself and we're going to look at some examples of what dissonance could be. Alright, so, uh, one thing could be, maybe everything is working as it should in your life. Everything's, uh, working together, things are working, uh, on time, on schedule. But there's just this one element in your life sounding pretty good right now. And you get excited, you're like, alright, everything's coming together, it's working on schedule, we're doing the things. But there might be one element in your life that's the emotional center of your song. I'm gonna make you listen. It's this idea that, you know what, maybe, maybe I'm getting this uh, idea of satisfaction. I'm enjoying parts of life. Maybe there's this idea of achievement. But you know what? There's not purpose. There's not purpose in my life and it's the emotional center of the song. And when that's not right, no matter how good everything else is, it just your song sounds. How many of us might feel like that? Where a lot of things are working in life, but there's just one thing. And I might not be able to name it, but one thing feels off where I feel like an out of tune. Earth, wind and fire. Maybe, maybe it's, you know what, uh, all aspects of my life are working perfectly. They're working great, but they're not working in unison together. They're all working in silos and opposite timing.

Speaker C: You're right.

Speaker A: It gets worse. It gets worse.

Speaker B: You Know what?

Speaker A: My work life is doing well, my personal life's doing well. I'm finding meaning and satisfaction in other things, but they're not all lining up together. Oh no, Scott, please don't let me Listen to all 58 seconds. Buckle up. Don't worry, we're not Gonna listen all 58 seconds. Or maybe, maybe it's not that you're out of uh, the emotional center. Maybe it's not that you're out of time, maybe it's that you're out of um, tone. Out of the tone where everyone's playing this certain style of song and you might be like a metal drummer playing for a kid's K pop band. Hold on, it gets crazier. This is my favorite part. Where, hey, you're qualified, you're doing really good, but you're really out of place in this band. Uh, so, so this idea that, you know what, maybe there's some dissonance in my life and this dissonance could look like I'm out of tune, alright? Where uh, my life is lacking meaning, but I've got uh, accomplishments and I've got enjoyment. Maybe it's that I'm out of time where you know what, I am getting purpose and achievement, but I'm lacking the enjoyment where I feel like I'm just being stretched too thin and if I keep this lifestyle up, I just can't keep it up. Or maybe it's that you're just out of tone, out of the dynamic where maybe you're working with a team or you're working with your family and you're on a project and you enjoy the thrill of the achievement. Maybe so much so that you may be bulldozing, uh, what we're doing. You're so focused on, this is exciting, let's get to this result that we forget to enjoy the journey, the enjoy the why and why we're all working together towards this. These would be some examples of dissonance in my work life integration where I might need to put in some work. So this is where I started coming up with something. Uh, well, Ryan, go ahead and go back to the definition of work life integration. And you can see this definition of work life integration. It's harmony between both aspects of life and it's having those three elements. Now we teach a course called work life integration. Uh, some of you actually here right now have taken it. You can type in the chat box if you've taken it. And I love that course. It's one that's really important to me and it's where I share some of the stuff that I've learned and from things that I've, uh, read and researched that's helped my life be better. Now what I've realized teaching that course is that there needs to be some work done before it, some pre work, a baseline so I can enact this work life integration plan. If I'm being honest, when we first said, hey, we're going to do a, uh, free webinar on work life integration, I was like, great, I'll just teach what we did in emerging Leaders and just take that two hour course and make it 45 minutes. But as I was thinking about more, I was like, no, no, no, no. We need a tool that will help people that are about to go to this course. So to prepare for work life integration, I have this concept of all right, these waves go back to. Go to the next slide, Ryan. Of all right, things ebb and flow, things move and it's got to be in harmony. Everything's not going to be at 10. If that voice box was all up a maximum at 10, you know what it would sound like? It wouldn't be this natural timbre. So I want to introduce this idea of wave theory. And this is the tool that I'm really excited about working with y' all on. Wave theory talks about how our life ebbs and flows and the principle works, but how it works for everyone will look different. So with this idea of wave theory, uh, what the first thing I notice is as we talk about work life integration, that looks drastically different for a lot of us because what you might consider, your personal life and my personal life may be very different. What you think all encapsulates the idea of work might be different than what I think work encapsulates. So I did some research, uh, some people I research is Darth.

Speaker C: Darth.

Speaker A: Darth Vader.

Speaker C: No.

Speaker A: Dr. Arthur Brooks, the professor of happiness at Harvard. Uh, I looked up Dr. John Deloney, who's focused on building a non anxious life. And then Dr. Uh, uh, Jung, who a lot of research bases from when it comes to this idea of happiness and work life integration. So Ryan, go to the next slide. I want to introduce, uh, this wave theory that there's 10 waves in our life and again, these waves can ebb and flow. They can go real high and be significant factors. They can be accompaniment that's helping me sustain the life. Or it could be things draining me. It could be the undertow that's taking me out of the work life integration that I want so we'll spend some time here before I, uh, introduce this tool to you. Uh, but one of the first things is what we're thinking of when we think about this tool course, our work, our career. What do you do as a job? You know, it's interesting. You'll probably find both kinds of people in the credit union. Um, too is there are some people that work to live, and there's some people that live to work. There's some people right now especially you can see with us, uh, certain generations where it's common to, uh, work to live. And then outside of work, they're getting involved with organizations or their church or their family where they find meaning and enjoyment. Now also, when it comes to work and career, there might be some of us that I would call strivers or high achievers, where we over focus on categories like work and career, money and finances, where we're saying, all right, what have I accomplished? What have I done? And because of that, I may undervalue and not where other things might get to the undertow. So a question here is, does your job fuel you or drain you? You know, sometimes I talk to people about work life integration. They instantly think balance and they go, oh, I need to work on that. And I talk to some people in their work life is the driving factor. It is the emotional center. It is the melody of their song. Uh, yet they think because work is the melody of the song, that they're not good at this work life integration. But as I talked to them, they met their, their husband or their spouse at work. Their kid actually got a job at the credit union. Uh, that there's a lot of meaning and relevance with, with volunteer work. And everything, uh, centers around this emotional center of some of the work that they do. But they have a healthy life. It might not be this scale, but it's integrated well and it ebbs and flows. Now, some of us, we might not live to work like some of these people. It might just be a part of my life that needs to help maintain other parts, be more of the accompaniment to whatever the melody is in my life. Uh, the next category is money and finances. I love what Dave Ramsey says. He says money amplifies current behavior. How are you using money? We're in the credit union movement. I think we need to be the example of fighting for dreams. Why would someone listen to the financial advice I have if I'm struggling to, if there's too much month left at the end of my money, I might need to work on this. If leading and Work is important. I might need to work on my money and be the example of winning with money so we can fight for dreams, so people will actually listen to the advice I have and I can be the example of it. This is what it looks like. Is your money telling you where to go or are you telling your money where to go? Next category, health and fitness. Are you being a good steward of both your physical body and your mental body? Another one, uh, spouse and partner. Romantic relationships. It's this idea of, hey, in your relate. Is your relationship deepening? Is your relationship deepening? Are you feeling more connected? Uh, is there collaboration? Are you working together towards a bigger purpose? Are you content in that relationship? The other one, uh, children and family. Are you leading your family? Well, are you being engaged? Maybe it's not your children, but extended family? Are you being the person you aspire to be? Are your actions reflecting it? Six friends and community. This is one that, um, me, my wife have really, uh, there's two categories that we're focusing on this year, and this is one of them. And there's a stat, there's an interview with Simon Sinek, and they had this conversation. They said that 65% of people feel disconnected from others and disconnected from the world. 65%. Over half of the people. In an age where I can call up someone, shoot a text, I can like a post on LinkedIn super fast, yet I still feel disconnected. Today, culture, uh, because of technology, we're beginning to treat friendship like a disposable

Speaker B: thing,

Speaker A: and we're ignoring the power of friendship. Uh, Simon Sinek says right now the friendship that his research is showing is the ultimate biohack. Yet we're not putting the focus on the relationships. Well, we see the problem, all right. Oh, you want to have a better marriage, be better at your work, when really, hey, you want to have a better marriage? Embrace the friendship in your marriage. Who are the friends outside that you are connecting with that are examples of good marriage? Problem? You want to live longer? Take this diet. Look at what they're doing in the blue zone. What they fail to tell you is in the blue zone, they all eat together, they have community, and they're nearby with people. And there's this biohack and this happiness that comes from friendship. The problem, Are you burnt out at work? Well, find a new job maybe, but maybe it's, I need to have, uh, an outcome outlets, some friends that provide enjoyment and meaning and a, uh, satisfaction outside of work. Or maybe I need to find some community or friends within my career. So for us we're actually thinking some big stuff of like, should we be moving on the other side of the city to be closer to some of our friends? Because right now we live about an hour away of most of our friends and that's an area of our way that's lower that we say I think this wave needs to be significantly higher in our life at this phase. Uh 7 faith, spirituality, mindset. Uh, you know I'm a, I'm a huge Christian and this is a big one for me. But for some people you might not be religious, but listen to this. Uh, I was listening to an interview with Lewis Howes and he was interviewing a behavioral, ah, scientist expert who was doing some research on happiness and um, satisfaction, uh, in faith. And he's not religious. And what they found is the science shows whether you believe in God or not, if you pray daily, it improves your life, it improves your happiness, improves your accomplishment. So this behavioral scientist said, I don't even know who I'm praying to, but I make time to sit down and meditate and do a prayer for my family, do a prayer for my work, do a prayer for uh, uh, my physical and mental well being and it's helping me be happier. I don't even know who I'm praying to. But science shows that it works. So I'm starting to do it and I'm m seeing the results. The next one, Growth and learning. In a time where we can get instant information, in a time where actually not even instant information, the computer can do the work for us. We need to learn to fall in love with the process because if we don't, we risk being sedentary, we risk being stagnant and stagnancy breeds mosquitoes. There needs to be a sense of accomplishment that I'm learning something, that I'm enjoying this of what I'm doing. 9. Fun and recreation. A quote that I live by is from Saint Irenaeus. Uh, the glory of God is man fully alive. So how can I be fully alive in everything that I'm doing? What are the hobbies? Where the activities that bring me joy. Joy or, or maybe it's not the hobbies and activities. Maybe you're so focused on work and that brings you joy. Maybe you're so focused on family and that brings you joy. Or you're so focused on health and that brings you joy. The question is, how do you bring fun into the other waves of your life? And then the last one, one that I undervalued for a long time Environment. Like, literally where you live, your house. How close are you to things? James Clear, in the, uh, book Atomic Habits, talks about the idea of the power of having spaces set aside for certain activities. Like, here's my workspace. Here's my reading space. This is where we eat together. And it helps activate different parts of your brain to get focused. So what does your space promote? At the beginning of the year, when my wife and I were doing this, uh, the two things, uh, two of the three things we said we wanted to focus on was environmental, and also friends, uh, and community. And, uh, if I'm going to be honest, I looked at my house and I was embarrassed. I was embarrassed about my house. Every time I would be frustrated, I'd look at the gutters and I'd be like, oh, it looks bad, the roof falling apart. Man, I'm really selling myself big. And I'd just be like, man, this house looks not great. And then I would be in the living room. There wasn't places for all of us to sit. Just wasn't really organized. And we said, you know what? Let's give this a try. You know, it might not be the most significant part. It's not the melody, but it might be this, like, little layer of accompaniment, might be this tambourine that helps get the song moving. And so we said, all right, this year, let's. Let's focus on making the living room an enjoyable space. And actually, we accomplished the annual goal within our first quarter of making the living room better. We redesigned the living room, we bought a new couch, and now it's a room. Man, I enjoy being in there. We actually have room to, like, sit down as a whole family and with other family or friends come over, uh, because we put in the work and the money and the time to do it, and then also for us, the outside. We love being outside, but the back of our house is a part of Airbnb, so we can't be in the backyard when they're there. So we said, all right, let's. Let's make nothing too crazy but, like, just a place with some chairs and a fire pit outside in the front yard. And we do that, and we get to hang out outside, and I sit down and, man, uh, I constantly always find myself saying, man, I love this couch. Man, I love being outside and not having to be worried if the Airbnb guests can hear us. Subtle changes. All right. It wasn't the most significant wave in my life, but it's helping me find enjoyment in areas that I didn't think. Which actually leads me to the next point is we operate best. We're in our most productive state. When we're happy, it produces this growth mindset where we can get more done. So, uh, Ryan, I think the next slide shows this. It's um, Professor Arthur Brooks, and he talks about, just like your physical body needs, the three macronutrients, which is carbs, which is, um, uh, what were the other two? Ah, carbs. Protein.

Speaker D: And

Speaker A: you probably know, if you're a health buff. I'm not a health buff. But he said, just like we need those three nutrients in our body. Um, oh, protein, carbs and fat. There we go. Um, our mental health, health needs enjoyment, satisfaction and meaning. Happiness is not a feeling. So let's unpack these, uh, a little bit. Ryan, I think the next slide has, ah, some. A3. Yeah, that right there. Enjoyment. The pleasure of life's experiences. It's the ability to find joy without turning it into this competition, without turning it into this achievement I must earn to find value. It's just, you know what, I'm doing it and I'm just, I'm doing it because it's fun. Some waves in your life that might help with enjoyment might be the fun and recreation. It might be the environment wave like it was for me. The other one, satisfaction. It's the feeling of accomplishment and your achievement. This is where strivers, uh, love. But strivers tend to over focus on satisfaction and undervalue the other two. And the risk is if all that matters is just winning. Now we have some other people that you say, you know what, winning is not a big deal. I just want to go along with a ride. No, no. We need to have some sort of satisfaction accomplishment to keep us going, to keep us happy. So some waves that might fit well in the satisfaction area would be career and money. And then meaning is, uh, a component of happiness. It's the sense that my life has purpose, that it matters. It's this idea of, uh, meaning is, uh, coherence of saying, all right, why do things happen the way they do? Then understanding what's my meaning, my purpose in this of why am I doing the things I do? And then that leads to significance of why does my life matter? Why does this area matter? Now that's a pretty big question. But some waves that a lot of people find meaning in is marriage, children and faith are big meaning drivers. Now the idea is you want these. Think of them as like three levers. Enjoyment, satisfaction. Meaning you want them to work together. The sweet spot. What I would say like a level 8 through 10 in a certain wave is when it's got a good range of these three elements. Now, there may be some elements in your life that doesn't accomplish all three, but it does accomplish one of them. Like for me, uh, the idea of environment was this idea of enjoyment, not meaning. You could say there's some satisfaction. We had this weekly habit tracker of how we were going to get better each week and get to there. We made it fun. But the goal is I, uh, want to figure out how, ah, am I finding enjoyment in this wave. Satisfaction or meaning? Or if I'm finding all three, that tells me that the. This might be the emotional center of my life. So now this is where we get to work on the wave check. So before implementing the Work Life integration Plan, a whole nother course I have, we need to evaluate where am I with this wave check. I got to make sure that I am, uh, fostering well and living out who I want to be. So that way I'm being the example. I'm creating a motivating environment that helps people, people stay engaged with work or wherever I'm at. So I was thinking about this and, uh, I was creating this PDF and that's why a lot of you are here. It's like I figured out the PDF was static. Like it wasn't something that was interactive. And I wanted it something that could be interactive, that moved like the waves in your life, something that could help you figure out and visualize. So this idea of wave check, you can go to the next slide, Ryan, if you don't already have it up of the wave check. It's not balance. We're not going for balance. That's not as realistic. All right. And, uh, there's this thing called the Wheel of Life that a lot of people use with categories, uh, similar to this. And the misconception is it makes you think, I need to be a 10 out of 10 out of all, or else the wheel doesn't work. And that's where wave theory comes in. The goal is not that everything's a 10 out of 10. There might be some things that are five, and that's okay, but is are all these waves working in harmony together? It's making a beautiful sound. So with this idea of music, what I want to talk about is you need the foundation. You need the drums and the bass. It might not be the emotional center of the song, but it's the glue that holds everything together. You might have some elements that take the lead guitar solo or big melody. You might have something that provides a little enjoyment that's like that little tambourine. But there might be some instruments in your life in that song that's creating dissonance that need one work. So the purpose of this, um, wave theory is that you're going to use this and it's going to be a tool to help you identify how satisfied am I with my work life integration. And this will not skyrocket, but set you up for the work life integration plan of uh. All right, how do you do the four steps of the personal purpose? Being proactive, preparing for the unexpected and partnering up. But before that we've got to talk about what does work life integration look like to you? So I want to be very clear, this is a beta test, alright? It's not finished at all. There's going to be some stuff that might not make sense of how it looks and how it works. But for my birthday gift, I wanted to give you something that I believe would provide value to you, but also get me excited to see if this is something that we should pursue, that this would help people and help you and help build leaders to create an environment that's focused on helping people fight dreams. So Ryan, if you can put in the chat box the link. We've also got a QR code, I'll let you scan that, but I'm about to screen, um, share and what I'm going to do is I'm going to share a little bit of the end product so you can see where we're getting at and then the rest of our time. I want us to work through this together. I want to give you some time to actually work on this because I know you're busy and you've blocked out an hour right now. So let's put some work into it now. So uh, Ryan, you've got the link in the chat. I'm going to go ahead and screen share. And um, the idea is once you finish this assessment, um, you get this wave pattern and there's four areas. There's high tide, mid tide, low tide. What I want to be very clear is sometimes we all hear 10 and we think, uh, everything has to be a 10. No, no, 10 means this is the emotional center of my uh, song. That I'm living the best ideal of what I want here, that I'm finding enjoyment, that I am finding satisfaction, achievement and then I'm finding meaning that this is a lot of where my life centers around right now, the mid tide. This is a good area to Be, this is stuff that's like, hey, this is, uh, the tonal center of the song. It's accompanying. It's helping promote the high tide areas. But it's not draining me, it's helping me. It's sustaining me. The low tide areas, this would be like between, um, uh, three and one. This would be areas that there's dissonance, that when you think about this or you think about this topic, it just something feels off. Your heart starts beating a little faster, like I don't know what it is. Now there's a section called the drift. When you take this assessment, I don't want you to choose seven. Seven is an easy number. It's a complacent number. And what I want to do is I want to promote. Does this area need work or is this area something that's thriving my life or accompanying my life? 7 is a danger zone where you could start to drift into the undertow and slowly without even noticing it. It could be something that drains you. You may be in seven, uh, momentarily, because, you know, hey, we're putting in the work. But I want this to be a high tide area. And then from this, what will happen? And there's going to be some questions for you to answer. And I highly, highly encourage you. Don't just answer the numbers, put the questions. Because that's going to help you really think and say, what are the next steps? And then it tells you based on what you said. Here's some things to keep a, uh, note, and here's some things to work on with your high mid tide, low tide and the drift areas. And, uh, then at the, uh, end, there's some thoughts for you to say. All right, what area is the melody? What is the area that should be an 8 or a 10 that is driving my work life integration. Do you live to work? Do you work to live? Do you live to work out? Do you live for the kids? What is it for you? And then say, what are the areas that are creating harmony? They might be more between like a four and a six, but it's helping you live the life you want. Like, for me, environment, I think I said was somewhere like at a 6 or something like that. What are the areas creating dissonance? We realized it was my environment. Something we're talking about now is we also feel like part of environment and communities, that we need to be closer. We want to be in a place where, like, I could go to a store, walk in the neighborhood and see some of my friends and that we're living life together and, uh, raising our children together. And there's some dissonance there. And we're having some, uh, big conversations and of should we move or should we stay where we are? Because there's a lot of cool stuff here. And we're saying, is this work life integration, is it living out our purpose? Is it the stuff that we want to do? Who are the people we need to talk to? Who are the people we need to get advice from? So these are questions for you to fill out. And these will be on your part, uh, whatever you call it. This, um, PDF, when you fill it out. And then the last part is, got some extra resources. And what I'll say is this wave check is just the beginning. What I learned is I needed an assessment. I needed something at the beginning for people to work on. Because, yes, the work life integration course is great, but having something like this, and then you constantly point back to this, ooh, this helps you find some satisfaction. It helps you enjoy the process. It helps you get better. So what I want to do is I'm going to, um, the links up here, and I want to give us some time. I'm going to play some, uh, relaxing music right now, and I'm going to put this up, and we're going to work through this together. So about 10 minutes, I'll show you kind of how it works on here. Um, and then at the end, I'll share some stuff at the last few minutes. All right? So take some time. I know you're busy. This is time you already have carved out. Let's work on this. Create this. All right?

Speaker B: And see.

Speaker D: All right.

Speaker A: What thoughts does this give you? How do I need to be better at work? How do I need to be better at home? Or maybe, maybe my personal life is actually one of these other areas, categories I didn't even think of before. What I'd encourage you to do before you answer these numbers is actually scroll down. There's questions here. And these questions, uh, they're very intentional. The questions are helping you to think, is this providing enjoyment? Where I just. I'm finding joy in the process? Am I getting a sense of achievement or satisfaction? Or is there some meaning and relevance of how is this important to me? So I'd highly, highly encourage you. I think the value will be from these questions and working on this. And then based on that, I think one question you put on here is, what does a 10 out of 10 look like to you in this category? But again, I'm still working on this. This is just a very, very basic version. So, yeah, go ahead and get started. I'll work through this as well. So you can see this.

Speaker D: Hey, Scott, there was a question. If you wanted to adjust if you do not currently have a spouse, what would be the correct answer? You.

Speaker A: That's a great question. What are you doing to be ready? If that's something you want, maybe you don't. And if that's something you don't want, maybe you're at a 10 out of 10. But if it's something you strive for, the question I would ask, um, that I've had asked to me was, how are you preparing yourself to be the person that you want to be in a relationship with? That's a really, really good question.

Speaker D: All right, Angelique, we got another question.

Speaker A: Yeah.

Speaker D: Um, how do you. How do you answer when your children are grown and out of the house on category five?

Speaker A: That's a good one. How do you answer whether your children are grown? What's your relationship like with your children? What's your relationship? You could also apply this to your grandkids. Now, I understand that the relationship shifts. I was talking to some people at a, um, at my church in a group where they talked about, all right, what they're struggling with with their children is they are used to parenting kids, where it's, hey, let's have a lecture. Let's talk about this. Or more as. When you move into the grandparents stage where the kids are out of the house, as you're a sounding board for them to come to and talk to and be there, and you'll provide wisdom and, uh, you'll equip them to live the best life. But that relationship changes. So the question is to what would a 10 out of 10 look like? But is, are you satisfied? Are you content? Are you doing what you can? And there's elements outside of your control with that. But what's that relationship with your kids look like right now? What's something that you could do to help that? And then also, I think this is a good point. We talk about this in work life integration is that there's some elements outside of our control and those areas outside of our control. We might. There might be some things where we have to have a hard conversation and accept and move on and say what is in my control. But also part of the hard conversation might be there's something in your control that we could do something about that we don't want to. So, uh, I would just say is, are you talking to your kids as often as you want. What's that relationship look like? What's the 10 out of 10 look like? And where are you with that? And ideally, you'd want to be somewhere between a 4 and a 10. You don't want it to be something that drains you, that exhausts you when you have to talk to your kids. I hope that provided some, some value.

Speaker D: All right, we got another one.

Speaker B: Go for it.

Speaker D: Question on the growth, learning. You've been putting in the work, showing the results, and still don't seem to be moving where you want to be. Work wise. Personally, growth has been great, but still feeling a lack of growth in office. Advice, suggestions. How would you honestly rate that?

Speaker A: Can you read that last part for me? You said feeling, um, a lack of

Speaker D: growth, where, um, you've been putting in the work, showing the results, and still don't seem to be moving where you want to be. Work wise. Personally, growth has been great, but still feeling a lack of growth in the office.

Speaker A: Ah, okay. What I would say is what you're describing is actually fits into, uh, the first category, work. Uh, this idea of growth is not talking about career growth. It is talking about growth in the sense of knowledge. So let me give you two examples of what growth looks like in the growth and learning category, and then we'll address the question about work. Uh, when it comes to growth and learning, this would be, um, something like, uh, reading. All right, Uh, a lot of millionaires or, uh, executive leaders, they say just constantly read that help. Like, even if you don't know what you're reading about, just read something. And that builds up knowledge and helps you show up in all aspects of work. So I said, man, I want to read more. And it used to be I would do two books a month. It was read one, listen to one audiobook. Well, I guess I could say I've surpassed that goal since I've had kids because I'm reading a ton of children's books. But it's not helping with my growth and learning. So, uh, what I've, I've had to adjust the behaviors to help me live a satisfying life there where it's, maybe I'm not finishing two books, maybe I'm not even finishing a chapter. But after I put the kids to bed and my wife's getting ready, my goal is, all right, instead of pulling up my phone, I need to get in the habit of pulling my book and reading that, even if it's just one page, that I feel like I'm growing, that I'm aspiring to something that I'm getting better. The other one is, uh, AI. How can I learn about AI not to get the work done for me, but to be a tool or employee to help me get my sphere of influence more, and how can that show up in other aspects? So, to be honest with you, I built this website using ChatGPT. Like, I created all the questions in the mindset, but I don't know the coding. But I was able to use ChatGPT and create this, like, in a few hours. And I'm excited to keep working on it. So growth and learning. I'm glad you asked that, because I don't want to be confused with growth. Like, in a career. It's growth of, how are you just being a better person? How can you say, man, I've learned this new skill? Maybe it's, you want to learn how to garden?

Speaker B: All right?

Speaker A: And it's, hey, this is something I want to learn. That provides enjoyment to me, that there's a sense of satisfaction when I look out at my yard. All right, now let's go to what you talked about with career. So, Ryan, if I heard you right, it's, hey, I'm trying everything I can, but there's just not opportunity to move up or it just doesn't feel like that. Am I getting the sense of that question right, Ryan?

Speaker D: Um, from. It just said feeling a lack of growth. Not if there wasn't opportunity to just, um.

Speaker A: So I'll interpret it two ways. One is literally moving up in your career. Second is development opportunity. I might not be moving up, but just the opportunity that, oh, someone is pouring into me. And actually, uh, I'm working on something right now of this, like, self mentorship thing. Because sometimes, you know what the real truth of it is, people aren't active. Most people aren't actively saying, oh, how can I develop somebody right now? How can I go mentor somebody? Let me be on the lookout, because we're all trying to survive. Only 33% are thriving. So then the question is, no one's coming to save you. I've got to figure out how to develop myself. All right, how can. How can you find. How could you team up with Service Star and come to some leadership, uh, development opportunities, even if that's not something a part of your work. Maybe there's scholarship opportunities, Maybe there's ways you can learn outside of that. Maybe there's groups and meetups. Now, when it comes to if you're looking for career advancement, we talk about this in work life integration, where we have these four quadrants of the accept what's in your control and if it's helping or hurting your work life integration. And there's a lot of thought, a lot of questions there and actually if uh, you want to share your email address and Ryan, you could write it down, uh, I would love to email you and talk to you more about that one on one as well. So if that's something you're interested in, I geek out about that stuff. All right, so I think y' all have got the idea. Um, we're running short on time. Uh, so what I'm going to do is I'm going to bring it back up to these PowerPoint, Orion and I'm going to stop this music so we don't fall asleep. Um, but I want to bring it, uh, right here. All right. We've talked about the work life integration course. I've said that how this is just the beginning. All right, this wave theory setting us up for a great work life integration course that we have in our level one emerging leaders class. And actually, you know, something I want to ask y' all is I was talking to um, our COO Chris about, man, what happens if we did do an hour long version of our work life integration class as a free Winning strategies for those of you that found a lot of value in this wave check and said, man, I want to hear what do I do with this? How can I be a better leader? How can I set myself up? How can I be a better person, uh, in my personal life? So if you're like, yes, I want to talk about how do I use this, uh, type in please, please, please, or something like that. So we've got some data of if this is something that would be of value to you for our next, uh, one, uh, of our next sessions on winning strategies. It's something that we haven't really considered doing. So let's know about that. And we're constantly, I'm looking at how can we set this course up to be the best. This is the pre work and I've even got some ideas of post work uh, to help keep this going. So if this is something that excites you that you're I think just asking those questions and looking at that, my hope is that you're inspired. You go, wow, you know what? I have the ability to create harmony in my life in areas I didn't think about or you know what? I remember when I was taking a similar course like this and I realized, oh, I need to spend more time in my marriage, uh, I said, you know what? My purpose of helping people fight for dreams, I want to be. How do I, what does fight for dreams look like in my marriage? So I created an identity statement just in that wave of life. And I said, I want to be a husband who strives to make his wife feel relaxed and pursued. And there's some challenges with that that I'm learning as well. But what that promoted was what are some daily actions or quarterly actions that we're doing. And uh, we had built this habit of doing like just a little weekend trip, whether it's at home or we go away without the kids and we have time to invest in each other. So uh, love talking about this, would love to talk to you one on one, would love to do more winning strategies on this. But you know what some of you might be saying, how do we keep this going and what service star does? Our job is we want to inspire and equip. We want to share knowledge that helps you build a great culture. So some ways we do that is we have leadership training. So, so we've got level one, two and three emerging leaders is where work life integration is in and that focuses on identity. It's inward focus. How do we get people ready to their lifestyle is going to change as you become a leader, how does that integrate with your life? And we talk about that, but we also talk about things like uh, how do you manage former peers, how do you lead change and uh, be an extension of your executive leaders when it might be a change you don't fully understand. Level two leadership, I just uh, finished talking to executives that sent people there right before this. In level two leadership is outward focused. It's saying what are tools and skills you can use to create a high performing team? And then target leadership. Level three is saying, hey, we want to plan for the future, the succession plan, who are our future VPs and um, C suite leaders. And that's a course to go there to be prepared for that. Now we also have uh, something to bring the whole culture together or a uh, contributor, uh, for Me, credit union PhD, that was the course that changed my life. I attended it when I said I want to help people fight for dreams. And I feel like I'm not doing that at its fullest capacity. Where I was at a Chick Fil A and when I heard about the Umbrella Man, I was like, shut up, take my money. And they're like, no, no, no, we'll pay you to work here. That uh, course is life changing and I speak to it very, very Highly. I think everyone should go to that. Especially before you do service excellence and becoming a sales champion because it really fuels the why. So these are things that man, I would love to be. Be a part, uh, and help you with. And if this is something you're interested in, you're like, man, I would like to talk about how can we bring this to my credit union? Type it in the chat box. I think Gerald's here. Uh, Gerald and I would love to meet with you, Gerald. You could even post a link to the discovery call. It's also the discovery call link will be in the wave assessment at the end. We'd love to hear more about how could we partner up and bring this. Some of you, you're a part of, um, emerging m. Uh leaders or young professional groups. And I would love to bring this message to your YP group as well. Would love to be a part of that. Now. Uh, the other thing I want to say is, hey, we've got another winning strategies in the book. It starts in August. It's not about work life integration, but what it is about is this idea of service is man, it's foundational. But sometimes we think of service not as foundational, but that it's um, it's the bells and whistles that it's our competitive edge. And yes, but as services, the definition of it is changing through the decades. We need to be prepared of what is the. Is sometimes what we think is, I'm giving extra effort, I'm exceeding expectations, is really just meeting expectations. And I'll provide some research of what has service looked like in the past few decades and where it's moving towards. And m, spoiler alert. It's something I'm calling the transformational industry. It's hey, when you come to us, we will change you. Not just we will provide a service for you. So if you take this, um, uh, there's a feedback slide right here. If you scan this, we want to know did this provide value? I really want to know if this wave check assessment actually lands and helps or if you're like, this is kind of stupid. It didn't really do anything. Uh, then I don't want to waste my time on it. But tell us about the wave check. Tell us about how all this stuff went and when you finish it, it's going to let you be one of the first people to register for the next winning strategy.

Speaker C: So.

Speaker A: So I'll keep this up here. But guys, thank you all so much for being a part. Hey guys, thank you for celebrating my Birthday with me and testing this. I know a lot of you came in to see, like, marketing wise, how does this technology work? Some of you, my learning development friends, are looking at this and saying, all right, how does this work? Or what are some ideas to make this better? Uh, so thank you so much for being a part. Some of you are relationships I've just met. And I want to bring this to your credit union and your group. And dude, please, please, I would love to be a part of that. So, guys, thank you all so much. You're free to go. Once you have this scanned, I'd love to talk to you one on one. That doesn't cost money, so don't freak out about that. Um, but I'd love to talk to you about that. So, guys, thank you all so much for coming. I'll see y' all later. So there you have it.

Speaker B: The wave check theory that I'm developing and working on. And I believe that this tool is going to skyrocket the impact of work life integration, one of our, uh, modules in our merging leaders level one leadership program. Now, the question for you is, now that you know this, what are you going to do to help with your work life integration? What does harmony look like in your life? It's unrealistic to think everything will be at a 10. The questions at the end of that wave, um, check form is, what area of your life right now is the emotional center? Is the lead vocal of your song? What areas are important in their helping? Helping, um, maintain. They're helping. And there might be in or outside of your control with your work life integration? You can think of this as the rhythm section, the accompanying it that really helps the melody shine. And then there's some areas of life that you might say, ooh, this area is dragging me down. It's life sucking to me now. And then the question is, all right,

Speaker A: how do I get that to be

Speaker B: in the mid level or high tide? Now with that, what I'll say is, um, man, if this is something you're excited about, want to talk more about, man, please reach out to Service Star Consulting. I love talking to people about this

Speaker A: because like I say, I believe that

Speaker B: when we are fully alive, that is when we give our best of ourselves to those around us and work. And that's why I created this is I want to help people fight for dreams. I want to inspire. We say this is important. And equip. Let's do this. So, uh, in the show notes, there's a ton of links. Again, there's the link to the Wave Check Beta that we're working on, but there's also links to. Like I said, I did a bunch of research over the past few years on this and this is me creating a. What is a tool that will equip people based on everything I learned. So you'll find some recent podcast episodes that talk about the idea of happiness, that talked about that idea of the behavioral scientist who's saying, uh, prayer helps with the happiness even if you don't believe in God. Uh, that finding things like the, um, uh, John Deloney's six, uh, daily life decisions, Ken Coleman's proximity principle, Dr. Arthur Brooks, I always want to call him Darth Vader, uh, Darth Brooks, um, his, uh, happiness files and the three components of happiness. All that stuff you can find in the show notes as well. I hope that this aids you on your journey and I also hope you don't keep this to yourself. For me, this is a tool that I use with my wife once a year. It helps us get on the same page. It helps us find that sense of accomplishment, but also that we're both having meaning. We're striving for the same purpose and this gives us a sense of enjoyment in the things that we do. So guys, I hope this helps your work life integration. This is the Credit Union Leadership podcast where we encourage aspiring and current leaders.

Speaker A: See ya. Uh, if you're interested in submitting a question to the Credit Union Leadership Podcast, we want to hear from you. Go in our show notes. We have a link over there. And in that link it's going to take you to two options. You can submit a question, uh, written out through email, or you can submit an audio recording through speakpipe. We make it super easy. Go to the link in the show notes, Click audio recording. Um, once you click audio record recording, it's going to take you straight to a website where you just press the record button. You've got 90 seconds to submit a question or submit. You catching somebody, do it right, and then you just type in your name and email address and that's it. It comes straight to us and we'll, we'll take it from there. So you don't need to download anything, you don't need to get any new software. You just go to this website, press record and click Submit and we're good to go. So go to the link in the show notes, click if you want to submit a question written out or through audio, and we'll take it from there. Thank you guys. We'll see you Next time. Hey, we are on YouTube. We've got video podcasts, so click the link in the show notes. Watch our YouTube video. We're working on how to get videos on Spotify and itunes, Apple music, things like that. But what we've learned is that people are 80% more likely to remember something if there's a visual visual associated with it. So watch our video podcast comment. Let us know how we can be better. Let us be part of your journey. Thank you so much. Hey leaders, you have a Rockstar employee

Speaker B: that you're wanting to develop for leadership or may not even develop for leadership.

Speaker A: I talked to so many leaders that have great talent and they want them

Speaker B: to know I want to develop you,

Speaker A: I want to help you be better, I want to help you make a

Speaker B: bigger impact at work.

Speaker A: But sometimes what I talk about with a lot of these leaders is they're having trouble creating a roadmap, uh, a

Speaker B: plan to develop them where they feel like they're giving them adequate knowledge and practical know how where they're developing this rock star teammate.

Speaker A: Well, we have a program called Emerging

Speaker B: Leaders meant for you to use with Rockstar teammates you want to develop. And also this is great for people that are considering or moving right into leadership for the first time.

Speaker A: What, uh, this course does is it turns them into confident, competent and high

Speaker B: performing leaders who'll be able to develop their own personal leadership style. This merging leaders is what I call level one leadership course, like 101, where it's more internal focus, it's getting your headspace, getting you in the right headspace so you can focus on deploying core coaching skills and maximize employee engagement and performance. But we've got to work on leading ourselves. You know, uh, Mark Miller, former high performance leadership coach at Chick Fil A said, the hardest person we have to lead is ourselves.

Speaker A: And I've got to be the example of the ideal team player before I start coaching ideal team players. So emerging Leaders, this is a live

Speaker B: online training where you get to network

Speaker A: with other new managers, uh, from across

Speaker B: the credit union movement and you get unlimited access to the service star trainers and experts, uh, to help you implement, help you put this stuff into action. This is great for new leaders. It's great for uh, current leaders. It's also great for Rockstar employees where you can learn how to thrive in this environment. And guess what leaders, for those of

Speaker A: you that are just saying I can't really come up with a roadmap m or I don't have time, we give

Speaker B: you a leadership action plan.

Speaker A: This is an actual document with some videos, with questions, with discussions in actual practical things.

Speaker B: So you can put what they've learned into action. So you can be aware of what

Speaker A: they're learning, not just saying, God, I hope it's stuff that I believe. No, you can read through it on

Speaker B: this one page assignment and then follow up with them and put this into action.

Speaker A: So it's not just here in the head.

Speaker B: That's what I'm pointing to. If you're listening, it's also here in my hands.

Speaker A: I could put it into action.

Speaker B: So this is something you're interested in. Go to service star consulting.com and look up emerging leaders. Go ahead and register your teammate or yourself down.

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