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The Territory and the Hierarchy: How to Navigate the Landscape The Art of Consulting podcast · Host: Andy Fry · Runtime: about 23 minutes Episode Summary Andy Fry takes two ideas from Steven Pressfield's The War of Art, the hierarchy and the territory, and applies them to building a consulting career. The hierarchy is the ranked structure you work inside: family, school, employer, firm, client. The territory is the area of expertise you own outright. Andy argues that few professionals can succeed on just one. The best consultants build real expertise and also learn to work well within the hierarchies around them. Short Description  What's the difference between climbing the ladder and owning your craft? Andy Fry looks at Steven Pressfield's ideas of the hierarchy and the territory, why you need both to build a lasting career, and how to tell which one you need to work on. Examples include a three-legged coyote, a veteran oil-change tech, and a brilliant but difficult developer. Chapters p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 00:00 – Welcome to The Art of Consulting p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 00:27 – Steven Pressfield's The War of Art and where these ideas come from p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 01:30 – What a hierarchy is: family, high school, and the workplace p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 03:57 – What a territory is: owning an area you're truly good at p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 04:45 – The three-legged coyote who owned the neighborhood p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 05:22 – Andy's territory: Oracle Projects / Oracle PPM p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 06:13 – Working in strict hierarchies: Big Four firms and the military p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 07:38 – The risk of relying only on the hierarchy p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 08:05 – The veteran oil-change tech: a real-world territory p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 09:41 – Most of us operate in both: the lone coyote vs. the pack p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 11:23 – "I still have a lot of bosses": hierarchy for independent consultants p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 12:11 – The two extremes: the yes-man and the brilliant loner p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 14:15 – Introverts, extroverts, and which side you lean toward p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 15:17 – Why you shouldn't "just focus on what you're good at" p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 17:04 – Beyond IT: construction, military veterans, and the trades p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> 18:52 – Wrap-up: building both skills is a lifelong job Key Takeaways p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> The hierarchy is everywhere. From the family you're born into to school to your employer, there's always a structure with someone at the top and someone at the bottom. Know where you stand in it. p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> The territory is something you own. It's a field where you're the go-to person, and people seek you out because you can solve their problem. p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Relying only on the hierarchy is fragile. Without real expertise, your advancement depends completely on politics and on staying on the right side of the people above you. p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Relying only on the territory is limiting. Brilliant specialists who can't work with people end up brought in only for narrow problems, and their careers stall. p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Fix your weaker side instead of ignoring it. For technical experts, the biggest risk is how they work with people. For people-oriented professionals, it's a lack of a skill they can stand on. p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Independence doesn't remove the hierarchy. Independent consultants still answer to consulting firms, clients, and family, and each has its own culture to learn. p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> This goes beyond IT. The same ideas apply to estimators, tradespeople, military veterans, and anyone who has found a niche. Notable Quotes p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> "The territory is the ability to own something." p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> "Now you're dependent only on the hierarchy for your advancement." p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> "I'm an independent consultant… a lot of people say, oh, it must be great working for yourself. Well, I still have a lot of bosses." p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> "They may not be able to own both, but you can definitely strongly function in both." p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> "We're not typically three-legged coyotes." p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> "It's a lifelong development. I don't think we really ever stop developing that." Resources Mentioned p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> The War of Art by Steven Pressfield (Andy recommends the audiobook, which the author narrates) p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> The Art of War by Sun Tzu (the title Pressfield's book plays on) p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Oracle Projects / Oracle Fusion PPM (Andy's area of expertise) p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Earlier Art of Consulting episodes on generalists vs. specialists Reflection Questions for Listeners p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> What's your territory, the area where people come to you first? p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Do you lean more toward the hierarchy or the territory? Which side needs more work? p]:pt-0 [&>p]:mb-2 [&>p]:my-0"> Who are your "bosses" right now (employer, clients, partners, family), and how well do you understand each one's culture? Call to Action If this episode helped you, share it with a colleague who's trying to figure out their next career move, and subscribe to The Art of Consulting so you don't miss future episodes.

Official Podcast Title Project Success Starts When Complaining Stops Episode Summary In this solo episode, the host explores the hidden cost of complaining in both professional and personal life. Drawing from experiences in consulting, leadership, and project management, he explains how complaining creates negativity, clouds judgment, and prevents people from finding productive solutions. The episode highlights the importance of maintaining a positive mindset, supporting colleagues, and focusing energy on improvement rather than criticism. Through practical examples and leadership insights, listeners learn why successful leaders avoid constant complaints and instead create environments built on trust, accountability, and growth. Ultimately, the message is simple: when we stop complaining and start focusing on solutions, we become better teammates, stronger leaders, and more effective professionals. Key Insights You'll Learn • Why complaining damages team culture and productivity. • How negativity spreads throughout organizations and projects. • The difference between healthy frustration and habitual complaining. • Why successful leaders focus on solutions rather than blame. • The importance of understanding context before judging others' decisions. • How empathy and support create stronger professional relationships. • Why most people genuinely want to succeed and do their best. • How controlling complaints can improve leadership effectiveness. • The connection between positivity, trust, and long-term success. • Practical ways to build a more constructive mindset. Timestamp Chapters 00:00 Introduction: Why Complaining Matters 00:45 A Leadership Lesson from Oracle 02:00 How Complaining Creates Toxic Environments 03:30 The Difference Between Occasional Frustration and Habitual Complaining 05:00 When Complaints Become Personal 06:30 Why Leaders Should Focus on Solutions 08:00 Understanding Different Perspectives and Constraints 09:30 Training Yourself to Think Differently 11:15 Building Positive Habits and Professional Relationships 12:00 Supporting Others Instead of Criticizing Them 12:45 Leadership, Positivity, and Long-Term Success 13:00 Final Thoughts and Closing Message Key Takeaways Complaining rarely solves problems and often creates new ones. Positive thinking leads to clearer decision-making. Great leaders focus on solutions, not blame. Understanding context helps reduce unnecessary criticism. Most people are trying their best, even when mistakes happen. Supporting others creates stronger teams and better outcomes. Negativity spreads quickly, but positivity is equally contagious. Long-term leadership success comes from encouragement, accountability, and respect. Short Podcast Description Success often stalls when negativity takes over. In this episode, we explore how complaining affects leadership, teamwork, and personal growth. Learn why focusing on solutions instead of criticism leads to better outcomes, stronger relationships, and greater professional success. Discover practical ways to shift your mindset, support those around you, and become the kind of leader people want to follow.

In this episode, the host Catherine Lam sits down with Stephanie Forbes, founder and CEO of The Forbes Group. Stephanie is an internationally recognized expert in supply chain strategy and operational resilience. To explore her groundbreaking new book, Global Wealth, Local Impact. From the gladiators of the Roman Coliseum to the East India Company, from the Silk Road to the Strait of Hormuz, Stephanie reveals how the invisible machinery of global trade has always shaped local lives, and why understanding that history is the ultimate playbook for navigating today's volatile world economy. This episode is part history, part world affairs, part leadership guide. It will change how you see every product and every business decision. Key Insights You'll Learn ·         Supply Chains Are as Old as Civilization: From Caesar's gladiator games to the Silk Road to the East India Company, the mechanics of global trade, logistics corridors, currency exchange, quality control, insurance, letters of credit, have been evolving and compounding for over two thousand years. ·         The East India Company Changed Everything: At its peak, it controlled two-thirds of world trade. It created the modern company, shared ownership, and insurance. It also shows what happens when one company controls too much. ·         The Silk Road Was the World's First Trust Economy: It ran for over 1,300 years. Merchants used early credit systems and reputation to do business. Think of it as the first five-star review system. ·         Trust and Reputation Are Still the Foundation of Commerce: From Silk Road merchants to Facebook Marketplace sellers, the rules haven't changed. People do business with those they trust. Stephanie's book dedicates an entire chapter to this truth — and why trust remains the single most important asset in any business relationship. ·         The Strait of Hormuz Is a Global Pressure Point Right Now: About 20% of the world's energy passes through it. Any disruption hits fuel, shipping, food, and whole economies. Geopolitics and supply chains are connected. ·         Disruption Is the New Normal — Build for Resilience: Big unexpected events happen more often now. Leaders need backup plans. They need multiple suppliers. The question isn't whether something goes wrong, it's how fast you can adapt. ·         Critical Minerals Are the New Geopolitical Battleground: Lithium, cobalt, potash, and other critical minerals are redefining global power dynamics. Who controls these resources controls leverage over the infrastructure of the modern economy, from electric vehicles to defense systems. ·         History's Lessons Are the Best Strategic Playbook: Every challenge facing supply chain leaders today, monopoly risk, geopolitical disruption, infrastructure bottlenecks, trust breakdowns, has a historical precedent. Stephanie's book connects the dots between ancient trade systems and modern business strategy in a way that is both illuminating and immediately actionable.   Global Wealth, Local Impact is a rare book that makes the complex feel personal and the historical feel urgent. Whether you're a supply chain professional, a business leader, or simply someone trying to make sense of why the world feels increasingly unstable, this book will give you the context, the language, and the framework to lead with confidence.   🌐  Official Podcast Title From Ancient Trade Routes to Modern Supply Chains: Inside Global Wealth, Local Impact   🔗  Where to Find Our Guest What Stephanie is Promoting: Global Wealth, Local Impact (Book) https://globalwealthlocalimpact.com Book available at: Amazon | Indigo | Barnes & Noble | globalwealthlocalimpact.com LinkedIn: https://www.linkedin.com/in/calgaryforbes/   👤  Guest Bio – Stephanie Forbes Stephanie Forbes is the founder and CEO of The Forbes Group. She has 25+ years of experience in global supply chain strategy. Her book draws on thousands of years of trade history. It covers everything from Roman logistics to the East India Company. Stephanie is a speaker, thought leader, and hands-on expert. She brings together history, global insight, and real-world experience.

Success Circles: How Peers Propel You Forward   In this solo episode, the host makes a compelling case for one of the most undervalued assets in any professional's career: a strong peer group. While mentorship gets most of the attention, it's your peers — the people who are in the trenches alongside you — who challenge your thinking, push you to grow, and give you a space to work through your toughest decisions. Drawing from his own inner circle of trusted peers, the host breaks down exactly what makes a peer relationship real, why they become harder to find as you advance, and the specific qualities to look for — and watch out for — when building your own success circle.   Key Insights You'll Learn ·        Peers and Mentors Are Both Essential — But Different: Mentors guide you from experience above. Peers walk beside you. Both are critical to long-term success, but the peer relationship offers something a mentor cannot: mutual accountability, equal exchange, and a space where nobody has positional power over the other. ·        Finding Real Peers Gets Harder as You Advance: The more senior you become, the smaller the pool of people who can truly meet you where you are. This is one of the most significant — and least talked about — challenges of career growth. Start building your peer network now. ·        A True Peer Relationship Is Never One-Sided: Both parties must contribute. If one person is always leaning on the other, always extracting value without reciprocating, it's not a peer relationship — it's a drain. Equal investment over time is non-negotiable. ·        Eliminate Ulterior Motives Immediately: Real peer relationships have no hidden agendas. The moment someone wants to recruit you, use you for access, or leverage the relationship for personal gain, the dynamic is corrupted. Recognizing this early saves years of misplaced trust. ·        Power Imbalance Kills the Relationship: If one person holds influence, authority, or leverage over the other, genuine conversation becomes impossible. True peers must be able to speak freely, share ideas openly, and trust that nothing will be used against them. ·        Mutual Respect Is the Foundation — Not Optional: There must be warmth, not friction, between real peers. Mocking, condescension, or subtle disrespect — even in small doses — erodes the relationship. Respect is the minimum requirement, not a bonus. ·        Look for Curiosity, Not Just Expertise: The best peer relationships aren't built on who knows the most — they're built on who is actively engaged with the world. A curious peer who researches, asks questions, and challenges their own conclusions is worth more than an expert who stopped learning. ·        Safe to Be Wrong — That's Where Trust Lives: Real peers let you make mistakes. They don't hold past statements over you or weaponize what you said in a vulnerable moment. The ability to think out loud, float wild ideas, and work through messy thoughts without judgment is what makes the relationship transformational. ·        Competitive With the World, Not With Each Other: Great peers want to win — but they want you to win too. Even when you're going after the same opportunity, a true peer competes hard and fairly, never sabotages, and celebrates your success as genuinely as their own. ·        When You Find the Right Peer — Protect It: Real peer alignment is rare. Not every person you meet will mesh with you across every area of life and work. But when you find someone who does — who energizes you, challenges you, and has your back — that is golden. Invest in it.   You will spend much of your career searching for true peers — and that search is worth every effort. When you find the right people, everything accelerates: your thinking sharpens, your confidence grows, and the path forward becomes clearer. Keep searching. Keep showing up. Your success circle is out there.   🌐  Official Podcast Title Success Circles: How Peers Propel You Forward   TRANSCRIPTION Episode: Success Circles – How Peers Propel You Forward Podcast: Art of Consulting Podcast (AOCP) Duration: ~21 minutes ================================================================================   [00:00 - 01:00] Today I want to talk about the difference between peers and mentors. We've talked about mentors in a previous episode — mentorship is a really critical part of being successful in the consulting world, and honestly in any endeavor. Having some sort of mentor, somebody who has been down the road before you, who has a bit more experience or wisdom in an area that you can leverage — that's really important. But the other critical part of being successful is having a strong peer group. When we talk about a strong peer group — peers you can rely on — this might be one of the biggest challenges you'll face for the rest of your career. I'm not exaggerating. As we advance in our careers, finding a strong set of peers we can meet with, rely on, and share ideas with becomes harder and harder.   [01:00 - 02:00] I know for myself — I've got a small, close group of peers I rely on. For those I specifically lean on around work and projects, there are three that I really rely on. I can talk to them, share ideas, and go back and forth. We've worked on projects together, we bounce ideas off each other across many different areas — not just consulting, but other observations and critiques we're noticing. One is a close friend I call with every Sunday morning — a standing call where we get together and talk about all sorts of topics: finance, politics, religion, whatever's on our minds. I usually leave those calls with two or three pages of notes of different things I need to research and investigate.   [02:00 - 03:00] Another peer is someone I talk to multiple times a week — really anything goes, anything that comes to mind. What I find is that having people in my life that I can call and bounce ideas off of is really critical. Knowing that you have a group of people you can go to and throw ideas at is invaluable. Now — there are some specific characteristics and common threads in a real peer relationship. The first one: it cannot be a one-sided relationship. That's number one. It cannot be one-sided — where one party is always going to the other to get information, share information, or dominate the conversation. It has to be equal.   [03:00 - 04:00] Now, it may not be perfectly equal at a particular point in time or in a particular conversation. There will be periods when someone is going through a more difficult situation in their life and they lean on the other person more heavily. That's okay. But over time, as things settle down, it should become more equal again. What it cannot be is consistently one-sided. Number two: there can be no ulterior motives. There should be no situation where one person loves being around the other purely because they want to recruit them or hire them into their company. One person might always be interested in what the other is doing, but in an impersonal, self-serving way.   [04:00 - 05:00] It could be that someone wants something from the other individual — a job, a referral, or they feel obligated because the other person is in a position of strength or influence. That's not a peer relationship. It really needs to be equal. There should be no meaningful power imbalance — where one person's higher rank or influence becomes a motivator within the relationship. If it is, it's not a peer relationship and it will fall apart. Because what we want in a peer relationship is for two individuals to be able to speak freely, share ideas, and share things without that information coming back to be used against them. If there is some sort of ulterior motive, that information likely will be used against them.   [05:00 - 06:00] So you want to eliminate that risk entirely. Respect is another really important part of all peer relationships. There has to be mutual respect between the two individuals. There cannot be friction — it has to be warm between them. And I will tell you: you will search for good peers for the rest of your life. You will think you've found one, and then you'll realize, as time goes on, that they're selling you something — or there's an agenda. After two or three months, or maybe a year down the road, you'll see that the relationship starts to feel more transactional than foundational. What you'll find is that good peer relationships also don't discriminate on gender, age, or background.   [06:00 - 07:00] Gender doesn't matter. Age doesn't matter. Race doesn't matter. Religion doesn't matter. Those things really don't matter in a peer relationship. It really comes down to: do these two individuals respect each other? And are they there for each other, to support each other through what each other needs? That's essentially what it is. There are some other characteristics I look for. One is awareness — awareness of the world around them. Now, there's no way anyone can know everything going on everywhere. But when you're trying to make sense of the world, bouncing ideas, putting observations on the table — you want someone who is curious and actively engaged with what's happening around them.   [07:00 - 08:00] At a basic level as a human being, and in their community, and at a macro level — what's going on around the world, the country, the state or province you live in, the geopolitical landscape. A really good peer will be someone who takes the time to observe, search, draw conclusions, and try to make sense of what's happening. They're not always right, but they take the time to do it. Curiosity is what I'm searching for in a peer. Not that they know everything — just that they're curious enough to go and investigate.

Push or Pull: What Drives Your Success   In this solo episode, the host dives into one of the most powerful dynamics in human performance and leadership—the difference between being pushed and being pulled toward success. Through vivid real-life stories, including an elite high school athlete who broke a national record that stood for over 21 years, and a reflection on Deion Sanders' relentless pull as a leader, the host unpacks what it truly means to be a 'puller'—and why understanding this dynamic can transform how you lead, grow, and protect yourself and the people you care about.   Key Insights You'll Learn ·        Push vs. Pull Defined: Being pushed means being coerced, encouraged, or pressured by an external force. Being pulled means being drawn forward by someone or something so compelling that you choose to keep up—or get left behind. ·        The Athlete Who Pushed Back: A standout young athlete named Vance broke the U.S. 300-meter hurdle record—a mark that stood for over two decades—and exemplified what intrinsic drive looks like. His story illustrates that truly great performers aren't pushed; they pull themselves. ·        Deion Sanders as the Ultimate Puller: The host uses Deion Sanders as the defining example of a 'puller'—someone who moves so fast and with such energy that those around him face a clear choice: match the pace or fall behind. His presence doesn't push; it magnetizes. ·        The Jet Stream Analogy: Like an airplane catching the jet stream at 30,000 feet, getting into the flow of a true puller accelerates your progress dramatically. Fighting it—or getting into the wrong stream—costs enormous energy and takes you off course. ·        You Have the Capacity to Be a Puller: The host challenges listeners to see themselves as potential pullers in their own domain. When you're genuinely motivated and excellent at something, you naturally draw others along—not through force, but through momentum. ·        Be Intentional About Who You Let Into Your Slipstream: As you grow more successful, more people will want to be pulled by your momentum. Be selective. Those who hold you back or drag against your direction will slow your progress and drain your energy. ·        Be Equally Aware of Whose Stream You Enter: Not all jet streams go where you want to go. Evaluate the direction, values, and destination of any group, organization, or leader you align with—before you get swept along in a current that contradicts who you are. ·        Beware of Manipulation Disguised as a Pull: Some people exploit talented individuals—especially young athletes, performers, and creatives—not to lift them up but to extract value for themselves. Recognizing the difference between a genuine puller and a manipulator is a critical life skill. ·        Protect the Young and Talented People Around You: Parents, mentors, and leaders have a responsibility to guard those with gifts from those who would exploit them. Knowing who's pulling your child—or your protégé—and in what direction, is part of the job.   The most successful people in any field aren't being pushed—they're being pulled by something greater than themselves, and in turn, they pull others along. Know whose stream you're in, be intentional about who you let into yours, and make sure the direction is somewhere worth going.   Push or Pull: What Drives Your Success

Energized by Design: Managing Your Energy Through Self-Awareness   In this solo episode, the host explores the powerful concept of the ambivert—someone who blends both introverted and extroverted tendencies—and makes the case that understanding your personal energy type is one of the highest-leverage investments you can make in your performance and well-being. Rather than getting stuck on labels, this episode challenges you to go deeper: identify where and how you truly recharge, protect that energy with intention, and design a life that works with your nature—not against it.   Key Insights You'll Learn ·        Introducing the Ambivert: Not everyone fits neatly into introvert or extrovert categories. Ambiverts sit in the middle, drawing energy from both people and solitude depending on context—and understanding this spectrum is the starting point for better energy management. ·        How Introverts and Extroverts Recharge Differently: Extroverts gain energy from being around others; introverts restore themselves through solitude. Knowing which end of the spectrum you lean toward—and when—is foundational to sustainable performance. ·        It's Not Just Who—It's Which People: For extroverts, being around people isn't always recharging. The quality and compatibility of the people around you matters enormously. Find the individuals who genuinely energize you and prioritize those connections. ·        Recognize What Drains You: Pay close attention to the content you consume, the environments you spend time in, and the people in your orbit. If something consistently depletes your energy—whether it's certain TV shows, specific social dynamics, or particular interactions—acknowledge it and reduce your exposure. ·        Labels Are a Starting Point, Not the Destination: Whether you're an introvert, extrovert, or ambivert matters far less than knowing specifically what restores your energy. Use the label as a doorway, not a box. ·        Many Introverts 'Perform' Extroversion at Work: In professional settings, many introverts present as extroverts out of necessity. This performance has a real energy cost—one that demands intentional and protected recovery time. ·        Protect Your Recovery Window After High-Drain Events: After conferences, large gatherings, or emotionally demanding days, guard your schedule. Stacking more social commitments on top of a depleted state only prolongs your recovery and diminishes your effectiveness. ·        Design Your Environment for Energy: Proactively design your days, weeks, and environment to maximize what restores you—and minimize what drains you. This is the difference between surviving each week and thriving through it.   Energy is your ultimate performance asset. When you stop managing your schedule alone and start managing your energy with the same intentionality, everything changes—how you show up, how you connect, and how sustainably you lead.   🌐  Official Podcast Title Energized by Design: Managing Your Energy Through Self-Awareness

Own Your Calendar: Own Your Day In this solo episode, the host tackles one of the most overlooked yet critical skills for professionals at every level—calendar management. Inspired by a real-life experience with a seasoned consultant who repeatedly canceled meetings due to scheduling conflicts, this episode delivers practical, actionable strategies for owning your time, protecting your energy, and showing up consistently for the people and commitments that matter most.   Key Insights You'll Learn ·        The Wake-Up Call: A consultant with over 20 years of experience kept canceling meetings at the last minute—proof that poor calendar management isn't just a beginner's problem. ·        Your Time Is Your Currency: Time is your most valuable, non-renewable resource. Once a moment passes, it's gone—treat it with the same discipline you'd apply to managing money. ·        Use One Consistent Calendar Tool: Whether it's Outlook or Google Calendar, commit to one platform. Integrate all areas of your life—work, family, personal appointments—into a single, unified view. ·        Color Code for Clarity: Assign colors to different clients, projects, or life categories so you can instantly see how your time is allocated at a glance. ·        Block Personal Time and Use Privacy Settings: Protecting personal appointments is non-negotiable. Use the 'private' setting so others see you're unavailable—without revealing what you're doing. ·        Master Time Zone Management: If you work across multiple time zones, always confirm the time zone when scheduling. Be particularly alert during daylight saving changes—some regions (like Arizona) don't observe DST at all. ·        Keep Tasks Out of Your Calendar: Your calendar is for appointments and time blocks—not tasks. Use a dedicated to-do list for action items and set reminders separately. ·        Book Time with Yourself for Deep Work: Block focused work sessions on your calendar just as you would any meeting. Over time, you'll calibrate exactly how long tasks take and refine your blocks accordingly. ·        The Sunday Preview Habit: Review your upcoming week every Sunday. Knowing your first meeting Monday—and every key commitment for the week—eliminates surprises and sets you up for a strong start. ·        Never Double-Book: Avoid trying to be in two places at once. When conflicts arise, communicate proactively with all parties so nothing falls through the cracks. ·        Your Brain Is Not a Storage Device: The human brain isn't built to reliably hold schedules. Offload everything into your calendar—what gets captured gets done.   Your calendar is the blueprint of your life. When you own it with intention and discipline, you reclaim your time, your focus, and your ability to show up fully—for your clients, your team, and yourself.   Own Your Calendar: Own Your Day

00;00;00;01 - 00;00;31;05 Andy Hey, everybody, today I want to talk about the things we can do and decisions we can make ahead of time before something becomes an issue. Recently, most of us know about the government shutdown that had recently occurred. This is being recorded, November 24th, so of 2025. So anybody who wasn't aware of it in the US, the government had shut down, which was affecting air traffic because the air traffic controllers, some of them were having difficulty getting to work and some of them were being overworked because the government wasn't funded and they weren't getting paid.   00;00;31;05 - 00;00;47;13 Andy So I had to travel during that week. And what happened was I was I knew I would be able to get out of my home airport in Phoenix, of course, if the flight gets delayed. I just got home so it wasn't as big of a deal, but if I was going to my destination, I had to connect to get home.   00;00;47;13 - 00;01;10;21 Andy I couldn't get a direct flight, so I knew already I had to connect through another airport, which was a was another challenge. And of course, the whole network of of flights were being affected. So what I ended up doing was I postponed that trip because my feeling really was that once I get on that plane out of Phoenix, I had no control over when I could get back.   00;01;10;23 - 00;01;32;18 Andy I knew I had a flight booked to come home and you know, that was scheduled to come home, but I didn't know if that flight was going to be there. And and during the time when I was supposed to return home, there's about 10% of the flights they were expecting to be affected in the US. So there was a high potential that I was I was going to have an issue with my flight getting home.   00;01;32;18 - 00;02;08;08 Andy So really what I looked at was, you know what decisions can I make today to affect or put myself in a place where I'm not negatively affected by decisions that are out of my control? And so that's what I did. I just rescheduled my my trip to that client and, and, going in the future. But when I looked at, you know, look, talked about this, I thought about other sort of decisions that we make where they are one off things where we can make a choice and look at, you know, what decision can I make today where it's something that's not out of my control, but there's also much of our lives are spent   00;02;08;08 - 00;02;34;01 Andy dealing with things that have already occurred and where especially there's possibly high stress. And I go back. I recorded an episode way, way, way, way back. It was episode number nine. So this goes back to early in the Art of consulting days, one of the first episodes. So and in that episode, I talk about a lot of stress, especially when your subconscious is working on things as you sleep.   00;02;34;02 - 00;02;50;13 Andy This is one reason why we wake up at 3:00 or 3 a.m., and we have a hard time going back to bed, is because our subconscious is really working on the issues that are unresolved, and in that episode, I talk about some ways to deal with that. A couple of ways. You know, I recommend going back and listening to it.   00;02;50;13 - 00;03;14;03 Andy You can hear how young my voice might sound back then, and hopefully it sounds young. But anyways, one of the things is to immediately get up and write down all the things that are that you know are on your mind that are causing stress, and then immediately identify which ones are connected because. And then identify a step that you're going to make today to deal with that.   00;03;14;03 - 00;03;33;22 Andy One of the approaches to that is because often we can we can do things that will affect multiple areas in our lives. So and, you know, in that episode, I talk about the fact that if we don't do it, it's okay, because tomorrow morning we'll just wake up at 3 a.m. and our subconscious will remind us that we still have an outstanding task to do.   00;03;33;22 - 00;03;58;19 Andy So it'll our body and our brain will just keep reminding us until we we hopefully ultimately deal with it. But one of the things I wanted to talk about was being more proactive or preemptive on issues, especially when issues become a problem. So when we're notified of a problem that we're experiencing and, you know, we none of us get through life without major problems, it does not happen.   00;03;58;19 - 00;04;18;01 Andy You know, when we have those moments in our lives where everything is going good and things feel great and we're high, you know, we're on top of the world. Enjoy it. Because that does not happen. All the time. We're always going to have some issue and, you know, some issues are going to pop up at some point in time.   00;04;18;01 - 00;04;35;10 Andy We all have to deal with it. That's just part of being a human being. And normally those issues will be, you know, I kind of thought of a few different categories. You know, one, of course, is health. You know, when we have either a health issue, we're dealing with or a health scare, you know, those are things it could be us or it could be a close family member.   00;04;35;12 - 00;04;59;11 Andy But those are things that we're we have to deal with and things we have to look at and do something about. And, you know, we have to do some action towards dealing with that. Another one, of course, is financial. Most of us are going to deal at some point in our lives on a financial issue, either our own financial issues, which most of us will go through at some point, or it'll be a, again, a close family member.   00;04;59;11 - 00;05;15;07 Andy It'll be a child, a, you know, an adult child. It could be a parent, it could be a lot of different scenarios of people who are close to us, who are going through a financial issue. But typically it's us like we're we're going to go through some financial issue in our lives that we're going to have to deal with another one.   00;05;15;07 - 00;05;35;27 Andy It might, unfortunately, might be legal. You know, we might have a legal issue that we're trying to deal with. And again, that happens to people. It happens to close relatives. That's another one that, you know, we have to you know, people have to deal with. You know, the fourth one that I had was interpersonal issues. So when we're dealing with interpersonal issues it could be divorce.   00;05;35;27 - 00;05;53;11 Andy It could be issues with family members. It could be issues with our our children. Our parents could be interpersonal issues at work. Right. We're dealing with those sorts of things. Those are those, again are issues we need to deal with that that come up and we have choices to make where we can ignore them, but they're not going to go away on their own.   00;05;53;14 - 00;06;13;22 Andy And so we have to be proactive about that preemptive with what the next step is. We're in that situation. We have to deal with it. The last thing I want I have on the list is career. And the interesting thing was I wasn't even going to put career on the list because to me, typically our career is going to somewhat take care of ourselves itself.   00;06;13;24 - 00;06;36;24 Andy Normally, if we've got a career issue, it's going to lead into a financial issue or a health issue is going to lead into a career issue. Interpersonal issues are going to lead into career issues. Typically, our career issues are often driven out of the other four issues, and we often see that where someone is going through a divorce and their job starts to suffer.   00;06;36;28 - 00;07;03;04 Andy Many people I've not. I've been close to who who have gone through, unfortunately gone through that their career starts to suffer. And so, you know, that's one reason why when we look at those items, we need to be very proactive and preemptive about what our next decision has. One of the reasons why doing something is important is because we actually feel like we have some level of control over the things we do, rather than sitting back and letting things happen.   00;07;03;09 - 00;07;26;06 Andy And we want to be in that situation where we're doing something. So if somebody realizes, you know, they have to deal with their health, do something about it and do something about it today or their finances or whatever one of those items are, you know, do something about it. It will not fix itself. And the stress and the in a subsequent issues that come with it will not just go away magically.   00;07;26;06 - 00;07;52;04 Andy So what do you what can you do about these sorts of situations? The first thing is, of course, put a plan together. You know, even if the plan is just one step, if it's just to do one thing right, and it might be research right. Research, you know what to do in this situation. Today we've got AI that is a tremendous resource when it comes to searching for information, searching for help that might be out there, trying to find information that's there.   00;07;52;06 - 00;08;08;02 Andy Now, one of the problems with the information is we need to be able to process it. And there's a lot of conflicting information. One issue that I was going through and I won't share the details on it, but there was a lot of conflicting information. I found information that gave me one direction and then other information completely contradicted it.   00;08;08;02 - 00;08;26;18 Andy And so what I had to do there was I had now had to go find an expert in that area to try to find out what the facts really were. And so the next thing was, is to try to find an expert. So first the first thing was is the the initial, you know, looking for information. Then it was, you know, who can help me, right.   00;08;26;18 - 00;08;47;25 Andy Who is out there that can help me? It was not easy to find because it was it was an expert in an area. And as I was reaching out to people, those individuals said, no, I don't kn

The Art of Consulting Podcast – Episode Transcript Hosts: Andy Fry & Cat Lam Episode Topic: Non-Disclosure Agreements and the Power of Keeping Information Confidential [00:00 – Intro Music] Andy Fry & Cat Lam (together): Welcome to the Art of Consulting Podcast with Andy Fry and Cat Lam. We are seasoned IT consultants, CPAs, and professional-development connoisseurs. Each episode we bring you an inspiring message to help you discover that X-factor as a professional in your field so you can gain the success you know you deserve in your career and in your life. [00:15] Andy Fry: Hey everybody, today I want to talk about non-disclosure agreements and keeping information close to our chest. One of the things that, as a consultant, you've either already signed or you will sign—especially if you're new to consulting—is a non-disclosure agreement, or what's commonly called an NDA. It really is a confidentiality agreement that says you're not going to share information that is not already public with people who shouldn't have it. Publicly traded companies require this because if you have access to their financials, or you're in meetings where they're about to disclose material non-public information, you possess something valuable. If you start talking to other people, sharing that privately, or—worse—publicly, you can be sued, fired, or face a whole range of consequences depending on the severity. Most NDAs are signed purely for protection; you sign it, you agree not to share, and most of us never have to worry about it day-to-day. But the broader concept of confidentiality is absolutely critical in consulting—and, honestly, in our personal lives too. [01:10] The number-one reason it matters? We're trying to prove we're trustworthy. Trust is a huge thing for me. I even wrote a book called The Trust Paradigm (there are actually three books with that title, but mine's the one with Andy Fry on the cover). I wrote it because I wanted to figure out: What is trust? How do you build it? How do you measure it? As consultants, we prove trustworthiness through integrity—making sure the information we hear isn't used for our own benefit. "Our own benefit" can be financial (classic corporate espionage—yes, it happens at the corporate level too, not just governments). Or, more commonly, it's the ego boost of feeling important because we "know something" and get to tell it. [02:05] I've always treated any confidentiality agreement as lifelong. I have clients I haven't worked with in years. The information I learned back then—probably all public by now—but there could still be context, reasons behind decisions, who said what about letting someone go or selling a division… I view that NDA as in perpetuity. I'm never going to talk about it. I recommend everyone adopt that mindset. I actually had a client bring me into a highly sensitive project with only a handful of people in the loop. They told me point-blank: "We're bringing you in because you've proven in the past you don't share things you hear." They still made me sign another NDA. I signed it and said, "Just so you know—when I sign this, I treat it as forever." [03:00] Organizations can and do test for leaks. At high-clearance levels it's obvious, but even regular companies sometimes plant slightly different versions of the same information to see who's talking. So ask yourself with every piece of information: Is this my story to tell? I once had a family member share something very personal that was happening with my immediate family—me, my wife, and our two kids. It wasn't their story. I told them, "That wasn't yours to tell." It hurt because it showed a lack of boundary awareness. [03:45 – Personal story – Calgary street encounter] I was walking in Calgary for a client, and a friend's wife comes out of an apartment building that definitely wasn't where they lived. Eyes got big, I nodded, kept walking. I spent the next week wondering, "Do I tell my friend?" A week later he called laughing: "Hey, I heard you ran into [wife's name]. She was visiting a friend who lives there and couldn't remember your name in the moment." We both laughed—she thought I kept walking because I suspected something, and I kept walking because I didn't want to accidentally say the wrong thing. Moral: We often don't have the full picture. [04:40] As consultants we're paid for what we know. Having "extra" information can make us feel powerful, special, in the know. But watch high-performing executives in a room—they speak very little. Top performers are extremely discreet about what they share and with whom. That's the behavior we want to model. [05:10 – Early-career story – drinks with another consultant] Over 25 years ago I was out for drinks. Another consultant bragged they'd just signed a big staff-augmentation deal with a health authority that was actually going to replace a bunch of internal employees. I had a close friend who worked there. I was torn—do I warn him? A senior consultant gave me great advice: You care about your friend—that's valid. You don't actually know if the rumor is true or the full intent. Even if you tell him, what do you expect him to do? Quit? Confront his boss? Live in paranoia waiting for the axe? Sometimes "sharing because we care" just offloads worry onto someone else. [06:10 – Practical tips for everyday confidentiality] Speakerphone etiquette: If you're on speaker and others can hear, announce who's in the room (or the car). I don't want to swear or share sensitive info if your 7-year-old (or anyone) is listening. Recorded meetings / Zoom / Teams: Once it's recorded or transcribed, you no longer control that file. Assume anything said can be forwarded. Sharing with spouse or significant other: It's normal to need to vent, but sanitize the details. Leave out names, specific identifiers, anything that could accidentally get repeated at the next dinner party. Doctor/therapist analogy: You wouldn't want your doctor or therapist going home and giving your spouse a play-by-play with your name attached. Treat client info the same way. Assume you live in a small town where everyone knows everyone. That mindset keeps you safe. [07:30 – Closing] If you're new to consulting, this is one of the most important professional habits you can build. If you're seasoned, it's a friendly reminder. Keeping information confidential when it should be is simply the right thing to do—and it will accelerate your career because people will trust you with bigger, more sensitive, and more lucrative engagements. So keep being awesome, work hard, and have yourself a great week. [08:00 – Outro Music]

Why We Should Assume Someone Is Always Recording In this solo episode, Andy Fry reflects on how everyday behavior—inside and outside the workplace—shapes our personal brand and professional reputation. Through personal stories and relatable lessons, he reminds listeners that in today's world of smartphones and social media, every action could be on record. Andy shares an eye-opening story about visiting a college track team whose coach insisted her athletes greet everyone politely because "you never know who you're talking to." That lesson sparked a deeper conversation about professionalism, reputation, and emotional control—especially when stress, anger, or frustration threaten to take over. 💡 Key Takeaways Professionalism never turns off: Your personal and professional conduct are one and the same. Every interaction matters: Treat people kindly—you never know who's watching or recording. Control the triggers: Catch negative emotions early and reset before reacting. Grace and forgiveness: If you make a mistake, own it, apologize, and move forward. Stop glorifying others' failures: Resist the online culture of finding joy in others' missteps. Andy closes with a reminder to lead by example, forgive quickly, and always put your best self forward—on and off camera.

Power Moves: Inside Energy Innovation and Consulting with Ashton Fox In this episode, Cat sits down with Ashton Fox, President of Onix Energy, to explore how consulting and executive leadership are reshaping the future of energy. With an impressive career spanning renewable energy, natural gas, and electricity supply, Ashton brings a wealth of experience on scaling organizations, transforming business models, and leading companies through high-stakes change. Ashton shares how he helped transform a negative-revenue startup into a $150M powerhouse, scaled solar and renewable operations across new markets, and shifted an energy supplier from 10% to 100% renewables. But beyond the numbers, he dives into what it really takes to be a transformational leader: building trust, managing culture during rapid growth, and creating sustainable strategies that last. Key Insights You'll Learn Energy Leadership: How Ashton navigated the transition from fossil fuels to renewables while maintaining profitability and growth. Scaling with Purpose: Lessons on expanding a company's footprint from one market to six while multiplying revenue by 15x. The Consulting Mindset: Why consulting skills are crucial for energy executives — from solving complex problems to guiding strategic pivots. Sustainability in Action: How to implement efficiency programs that save clients 25% on energy costs while driving impact. Executive Lessons: Ashton's take on building recurring revenue streams, transforming company culture, and positioning businesses for long-term success. This conversation is a must-listen for consultants, executives, and anyone interested in how innovation, leadership, and consulting expertise intersect in one of the world's most important industries. 🌐 Official Podcast Title Power Moves: Inside Energy Innovation and Consulting with Ashton Fox 🔗 Where to Find our Guest What Guest is Promoting: https://onixenergy.com/ LinkedIn: https://www.linkedin.com/in/ashtonfox1/ 👤 Guest Bio – Ashton Fox Ashton Fox is a visionary C-Suite executive with extensive experience in strategic leadership, enterprise transformation, and organizational growth in the renewable energy sector. As the former CEO of a solar EPC company and COO of a natural gas and electricity supplier, Ashton has a proven track record of scaling organizations, driving market expansion, and delivering exceptional shareholder value. During his tenure at the energy supply company, Ashton transformed the organization from a negative revenue startup to an entity with $150M in assets, expanded its footprint from one market to six, and increased the customer base and revenue by 15x. He pioneered the company's transition from 10% to 100% renewable energy sources and developed comprehensive energy efficiency programs resulting in average customer savings of 25%. At the solar EPC company, Ashton led strategic growth and market expansion, scaling the sales organization by 50% while maintaining profitability and establishing strategic partnerships with key equipment suppliers. Currently, Ashton is the President of Onix Energy, where he focuses on energy procurement and specialized sustainability programs for commercial clients. He also provides executive-level consulting services to renewable energy and cleantech organizations, focusing on strategic growth initiatives, operational excellence, and market expansion strategies. He specializes in transforming traditional energy companies into renewable energy leaders while establishing recurring revenue streams and optimizing financial performance.

In this episode of the Art of Consulting Podcast, hosts Andy Fry and Cat Lam sit down with Drew Mair, President of Ridgeline Solar, to explore his inspiring journey from Alberta's oil and gas sector to building one of the most respected solar manpower companies in Western Canada. Drew shares how his early career as an electrician shaped his transition into renewable energy, and the challenges of moving from "one guy in a truck" to running a full-fledged solar construction business. He talks candidly about balancing golden handcuffs with flexibility, the risks of entrepreneurship, and the mindset shift from being self-employed to leading a team. The conversation dives into: Starting Ridgeline Solar – why Drew left the oilfields to build something of his own Golden Handcuffs vs. Flexibility – making the choice to prioritize freedom and family over security Scaling a Business – moving from solopreneur to building teams, hiring operations managers, and creating systems Pipeline Fears – how Drew manages the ever-present fear of "dry spells" in project work Quality and Transparency – why Ridgeline Solar stands apart, with in-house electricians, rigorous QA, and complete transparency with customers Future of Solar Energy – the growth of utility-scale projects, opportunities in Alberta and beyond, and why Drew welcomes any innovation that moves clean energy forward Whether you're an entrepreneur, energy enthusiast, or someone curious about the future of renewables, this episode delivers real-world lessons on resilience, leadership, and innovation. Where to Find our Guest What Guest is Promoting: Ridgeline Solar LinkedIn: Drew Mair Guest Bio Drew Mair – President, Ridgeline Solar Drew Mair is the President of Ridgeline Solar, a company specializing in utility-scale solar manpower solutions. With over a decade of experience as an electrician in Alberta's energy sector, Drew transitioned from oil and gas to renewable energy, driven by a desire for flexibility and a passion for building something of his own. Starting as a solopreneur—just one person and a truck—he grew Ridgeline Solar into a respected organization known for its operational excellence, transparency, and commitment to quality. Drew's leadership focuses on building strong teams, delivering high-value solar projects, and continuously improving processes to set new standards in the industry.

Breaking Barriers: Svetlana Winters' Journey from Russia to CFO in American Oil & Gas In this episode, we sit down with Svetlana Winters, CFO at Alteriver, whose journey from Russia to the executive boardroom of a U.S. oil & gas company is nothing short of inspiring. Svetlana shares how she left a top finance role in Russia to start over in the United States—facing language barriers, cultural challenges, and the uphill climb of rebuilding her career from the ground up. Her story is a testament to perseverance, adaptability, and the strength required to thrive in male-dominated industries. Key Insights You'll Learn Starting Over with Courage: How Svetlana navigated language and cultural barriers while rebuilding her career in a new country. Leadership in Oil & Gas: The realities of being a woman leader in a highly male-dominated sector—and how she earned respect through expertise and resilience. The CFO's Role Beyond Numbers: Why financial leadership is about relationships, trust, and proactive decision-making, not just balance sheets. Building Trust as a Leader: Svetlana's three-part formula for becoming a trusted advisor: build credibility through action, anticipate needs, and communicate with clarity. Global Lessons in Leadership: The cultural differences in management styles she's observed across Russia, the U.S., and beyond—and how they've shaped her approach. Svetlana's journey shows that even when you have to start over, determination, strategy, and a positive outlook can take you to the very top. 🌐 Official Podcast Title Breaking Barriers: Svetlana Winters' Journey from Russia to CFO in American Oil & Gas 🔗 Where to Find our Guest What Guest is Promoting: https://alteriver.com LinkedIn: https://www.linkedin.com/in/svetlanawinters/ 👤 Guest Bio – Svetlana Winters Svetlana Winters is a seasoned finance and accounting leader with over 25 years of experience spanning FP&A, regulatory compliance, and strategic financial management. Currently serving as CFO at Alteriver, Svetlana has driven transformative initiatives including a $70 million cost recovery, IPO-critical audits, and the overhaul of asset management systems. Her career includes senior roles at industry giants like Baker Hughes, CNJ Energy Services, and Tubular Solutions, where she led GAAP/IFRS compliance, tax strategy, and capital planning. Svetlana holds both a master's and bachelor's degree in accountancy and auditing from the East Siberian University of Technology, is a certified financial director and professional accountant through IFAC, and is fluent in English and Russian. Her global perspective, technical expertise, and passion for mentoring make her a powerhouse in the world of finance and a role model for aspiring leaders.

Fractional CFOs: Turning Financial Chaos Into Strategic Wins with Emily Statler In today's episode, Cat welcomes Emily Statler, a seasoned Fractional CFO and Financial Coach who has spent more than 20 years helping consultants transform financial headaches into strategic victories. Emily shares how fractional CFOs are no longer just for big corporations — consultants, solopreneurs, and small-to-mid-sized firms can all benefit from high-level financial guidance without the burden of a full-time hire. Together, Cat and Emily dive into three key perspectives: For solopreneurs and consultants: How to know when it's time to bring in financial expertise (hint: when your bank balance is always scraping zero or you're working nonstop with little to show for it). For growing firms: Why having clean books, cash flow clarity, and an exit strategy early on is critical if you want to scale or eventually sell. For aspiring fractional CFOs: Emily's own journey from bookkeeper to trusted financial partner, including how to land that first client and build confidence in this fast-growing field. They also unpack hot topics like: How CFOs often bridge finance and operations What buyers really look for when valuing a consulting business Why having a clear exit strategy is essential, even if you never plan to sell The mindset shift required to stop "DIY-ing" everything and start building a sustainable business This episode is packed with actionable insights for consultants who want to not only hit revenue goals but also build a business (and life) they actually love. 🔗 What Guest is Promoting Emily's latest work can be found at Starr Books. If someone enjoyed the show, shoot me a connection on LinkedIn—I'm all about meeting new people, swapping ideas, and growing together... 👉 Connect with Cat on LinkedIn 👤 Guest Bio – Emily Statler Meet Emily Statler, a Fractional CFO and Financial Coach with 20+ years of experience helping consultants turn financial headaches into strategic wins. Emily empowers consulting professionals to master cash flow, boost profitability, and truly enjoy their financial journey. Her passion lies in connecting financial strategy to both business growth and personal fulfillment—ensuring clients not only hit revenue targets but also achieve the life goals that matter most. Emily's approach goes beyond spreadsheets, focusing on financial freedom that lets consultants scale their impact and live their dream lifestyle. Outside of work, you'll find her soaring on new adventures, spending time with family, and prioritizing self-care.

Andy shares a story of a difficult time in his life where an apparent unassuming event helped move him forward and change his perspective. This began a path a consistent changes for the better.