Why Traditional Performance Reviews Fail (And What to Do Instead)

 

🎧 Listen on your favourite platform Apple | Spotify | YouTube

Many HR teams struggle to move beyond transactional order-taking. Ty Beasley, Chief Talent Officer at RSM US LLP, shares how grounding HR in financial realities transformed his team into trusted strategic advisors.

Through the Drive Peak Performance framework, RSM redesigned performance advisor training and held partners directly accountable for the talent experience. This strategy replaces rigid office mandates with physical agility to support individual employee growth.

This episode provides a concise roadmap for connecting talent strategy directly to business growth. It shows leaders how to build a stronger HR function that drives measurable business outcomes.

🎓 In this episode, Ty discusses:

  1. How leading without a title empowers junior staff to take early initiative.

  2. The finance immersion that taught HR to analyze financial statements.

  3. Why Drive Peak Performance serves as the firm's talent North Star.

  4. How redesigning performance advisor roles improved coaching quality.

  5. Why partners are directly rated on the talent experience.

What if AI agents were not just another way to create more learning content?

What if the talent you need is already inside your organisation, but hidden in skills no one has mapped yet?

That is what 365Talents helps HR teams solve with AI-driven skills intelligence.

It helps organisations see the real skills their people already have, spot gaps, and turn that insight into workforce planning, internal mobility, and better career paths.

That is why 365Talents created the 2026 HR Skills Strategy Toolkit.

14 ready-to-use templates to help HR leaders build the business case, calculate ROI, evaluate vendors, define governance, and roll out a skills strategy that actually moves.

 
 


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If you got somebody straight out of college, and I'm telling them, "You are a


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leader, and we're going to bring out the leadership acumen in you so you can step


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into it." Okay, well, what does that really mean?


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Well, here's a leadership trait of junior


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professionals.


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Initiative. People don't think about that.


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Yeah.


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People don't think that the people who take initiative to do things, they


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don't just sit back and wait for somebody to tell me what to do.


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They take the initiative, and sometimes initiative is simply being curious.


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I'm going to take the initiative to be curious because I want to know X.


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I want to ask Chris why we do this versus why we do that.


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That's a leadership trait, but no one teaches that.


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It takes leadership to be curious.


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It takes leadership to ask the dumb question.


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Mm.


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That's leadership.


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Ty, welcome to the show, my friend. How you doing?


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Hey. I am absolutely stupendously wonderful to be here.


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How are you, Chris?


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Yeah. I want to know what it takes to be stupendously


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wonderful. Now, I've never heard those two together. What was that word?


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Well, hey, the first thing is you wake up.


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Well, once you do that, that's 99%.


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It's true. We wake up every-


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99% of it


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... attitude of gratitude. We wake up every day.


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We've got to be grateful for the small things.


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That's right. Everything else you can deal with because you're up now.


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Look at you, you got all fancy on me from yesterday.


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You-


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Yeah, I did. We talked yesterday- ...


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and I had a plain background and all of that.


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And I told you, I said, "Hey, I got a place where I think we can have a


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conversation, a better spot." But Chris, it's interesting.


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So behind me it's a statement. It actually says, "Lead from where you are."


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Mm.


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And, that's a leadership development program


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I actually put together for the firm years ago, and it's still in


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play. And the concept is, it's a simple concept.


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Lead from where you are. It simply says,


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you don't need a title. You don't need the position of


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authority to be a leader. Everyone in our firm is a leader.


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Everyone has leadership acumen and qualities that we as a firm


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want to bring out in you. So don't wait for a title.


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There's a want to and a have to as it relates to leadership,


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and people follow leaders because they want to.


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Yeah.


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If they follow you because they have to, that's a whole different thing.


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It speaks to your leadership acumen if they have to.


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People want to follow leaders because they want to.


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And so this whole concept about leadership from where you are, we even tell our


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interns, "Hey, you come into RSM, you're a leader, and we're going to help you


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bring out those leadership acumens." Now, of course there's scale to leadership.


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You're a seasoned professional for 25 years, there's a


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scale to your leadership versus you're straight out of college,


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and you're just starting. There's a scale to your leadership.


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But the key here is there is leadership acumen in you, and for


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whatever scale you're at in your career, our job is to bring that out in you.


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Yeah. I love that, and I love the fact that you're having that conversation early


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on because it creates-


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Mm-hmm


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... a different mindset. Right? For me, when I joined a company very young at 17,


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I would love to have had that conversation early on and had that...


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Because it would've been very aspirational, and very-


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Mm


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... okay, I don't have to wait until I rise up the ranks to be a


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leader.


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That's right.


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And I think I told you a story. There was a part in my career where I just started


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doing that anyway. I was training people-


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Mm-hmm


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... beneath me, managing. I didn't have that leadership role, but I was like, "Let


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me just live it anyway."


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Yeah, that's right.


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Because I enjoy it, right?


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Mm-hmm.


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But look-


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And Chris, I'll tell you this, too.


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I'm a very practical guy, so I


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don't fall in love with the flowery corporate words and all that kind of stuff,


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right? So when people have concepts like this, the first thing I ask is, "Well, you


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got to tell me exactly what that means."


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Mm.


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Right? And so think about it. And so when I say, okay, well, if you got somebody


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straight out of college and I'm telling them, "You are a leader, and we're going to


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bring out the leadership acumen in you so you can step into it." Okay, well, what


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does that really mean? Well, here's a leadership trait


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of junior professionals.


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Initiative. People don't think about that.


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Yeah.


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People don't think that the people who take initiative to do things, they


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don't just sit back and wait for somebody to tell me what to do.


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They take the initiative, and sometimes initiative is simply being curious.


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I'm going to take the initiative to be curious because I want to know X.


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I want to ask Chris why we do this versus why we do that.


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That's a leadership trait, but no one teaches that.


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So here at RSM, that's what we teach.


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Listen, it takes leadership to be curious.


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It takes leadership to ask the dumb question.


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Mm.


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That's leadership.


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Yeah.


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Right? So that's all in this whole concept of lead from where you are.


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Yeah. But again, I love the fact that you name it, right?


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Mm-hmm.


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Because then people don't know. Right?


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That's right.


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And then what does initiative mean?


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Okay, let's talk about what that means, and you just gave some examples.


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I remember I learned a lesson the hard way


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in my career where I would go to my CEO, Maria.


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Hey, Maria, if you're listening.


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And I thought that I was doing a really good job by coming to her with


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different problems that I had found.


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Mm-hmm.


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So I would come in the office, "I found this, I found this," and I remember her


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telling me, and not in the most great...


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She was very annoyed, actually, and said, "Come to me with


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solutions, and not problems." Right?


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And she said-


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Okay


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... "Take initiative." And I was like, "I'm allowed to do that?"


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Wow.


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Because I


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wanted to, but I didn't think I had permission, if that makes sense.


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Mm-hmm.


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And I had the


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solution, but I didn't know that that was a good thing.


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Wow, Ty.


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So I was coming with all these problems thinking, "It's your job, Maria, to


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solve these." And she said, "Don't come back in my office unless you


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have a solution."


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"And take initiative." And I was like, I never ever


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came to her ever again without making sure I'd already had


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taken-


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Yeah


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... initiative.


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And it's interesting. It almost sounds like you've been part of that


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leadership development program that we have because we talk about that.


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And that could be a frightful thing for people-


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Yeah, scary


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... especially new in their career.


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Yeah.


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When you're saying, "Hey, I want you to come with solutions," they may not have


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solutions.


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Mm.


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Right? And so part of leadership in terms of leading from where you are is


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you may not have solutions, but come with a perspective. You have a perspective.


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You have thoughts. It may not be the solution-


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Yeah


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... but you're giving this person who has to make the decision some


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good information, some things that they could put in that gumbo pot


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of decisions for rights, for them to move forward.


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But that's all part of the program.


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And Chris, forgive me for referencing gumbo pot.


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I'm born and raised in New Orleans, so a lot of my references refer back to New


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Orleans.


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Yeah. I've just about understood what that was.


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I'm with you. Listen, before we go any further forward, I want to take a step back.


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Okay.


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Because I feel like you have such a very interesting journey and background


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personally to where we are today. So talk everyone quickly a bit about yourself


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personally, the background, and your unique journey to where you sit today.


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Yeah.


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You and I talked about this. I grew up in the firm, actually.


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I've been here quite some time, 28 years,


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and did not grow up in the talent organization, did


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not grow up in the discipline of human resources.


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I grew up in the business. So RSM is a professional services


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firm. We do audit, tax, consulting, and a


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whole slew of services as it relates to that.


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We focus on the modern middle market, which is


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companies we provide solutions for in terms of


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their size and scales, like 30 million in revenues, up to 10


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billion in revenues, right? And so I grew up in our consulting


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business providing risk consulting services, which again, it


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just entails a lot of different things, right?


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I've done that a long time. And then towards,


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let's say maybe six, seven years ago, maybe even eight years ago, I shifted more


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towards the talent side, development, specifically for


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consulting. I was truly making an impact in the


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consulting line of business. We got a new CEO, he saw and felt that


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impact, and so, hey, how about you just do this for the entirety of the


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organization? So I shifted from inside the business,


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serving clients externally, developing people internally,


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then moving to the talent function,


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stepping into the HR discipline. And what was interesting about that, Chris,


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is I went from being the client of talent professionals


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to being the leader of talent professionals.


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And this marriage has been so


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impactful and a joyous thing for me, to be


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honest with you, just because I've had that perspective on both


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sides and able to bring true talent


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development impact to our very talented HR


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professionals here at RSM.


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Yeah. How have you felt that that background and experience


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has shaped you as a leader, and in terms of your perspective and how


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you view the world?


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It's interesting because


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I didn't grow up in the discipline of HR,


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I realized that I had to come into this function with a


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compelling thing for the talent folks


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to follow me. As I mentioned to you before, there's a want to and a


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have to. Day one for me was a have to. Like, this is the chief talent officer.


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Okay, well, we got to follow this guy, right?


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But keep in mind, I've been here a long time, and so and I've had lots of


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leadership roles in the firm, and so my reputation preceded me


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as having leadership acumen. So in a lot of respects, I stepped


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into it with my talent professional in terms of want to, like this is a good


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leader. So that was the story on the street, like on me, right?


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But in terms of credibility with the business, it was there.


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Why? Because I grew up with them. When they're telling


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me their issues and their problems, and they want me to solve matters, and they


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understand, like, hey, the firm has a North Star, and Ty, we want a


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talent strategy aligned to that North Star that enables the success of the


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business. The credibility was there because they know I know them because I


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grew up with them for many years, and so it's been great


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so far. Chris, I've been in this role now going on four years.


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There's been lots of transformation in terms of bringing


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forth a talent experience for our people, number one, and two,


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truly enabling the success of the business to


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bring valuable, compelling solutions to


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our clients with people who are well adept and prepared to do


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so. So it's been great. But I got to tell you, my background growing


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up in the business


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is what propelled and strengthened me-


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Yeah


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... to execute on strategy effectively.


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Yeah.


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We have a random question, but I'm wondering your honest opinion on this.


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What was your


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view on talent and HR and perception


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coming in versus what you know now?


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Oh, great question. So I'll tell you this.


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00:11:12.860 --> 00:11:16.680

So first of all, because I was being served as a client when I was on the business


237

00:11:16.700 --> 00:11:16.889

side,


238

00:11:18.000 --> 00:11:21.930

I knew the talent. Like the talent level here is off the


239

00:11:22.080 --> 00:11:25.960

charts. These are some strong, solid people


240

00:11:26.680 --> 00:11:28.940

that have grown up in the HR discipline.


241

00:11:29.020 --> 00:11:31.800

So I knew the talent was there and the strength was there.


242

00:11:33.090 --> 00:11:36.980

The one thing though that I picked up on very early on


243

00:11:37.100 --> 00:11:40.290

was there did need to be this shift, this


244

00:11:40.340 --> 00:11:43.940

transformation of being an HR professional to truly


245

00:11:43.980 --> 00:11:47.630

being an advisor, and having the right mindset that


246

00:11:47.680 --> 00:11:50.570

says this organization of


247

00:11:50.620 --> 00:11:54.440

18,000 people, over $5 billion in


248

00:11:54.460 --> 00:11:58.210

revenues, absolutely cannot be successful without


249

00:11:58.480 --> 00:12:01.900

me executing with excellence. That's a mindset shift.


250

00:12:01.940 --> 00:12:05.380

So a lot of people, I think anyway, a lot of people in the HR


251

00:12:05.420 --> 00:12:09.380

discipline, they are transaction oriented. Right?


252

00:12:09.480 --> 00:12:13.350

And corporate society has brought about that


253

00:12:13.440 --> 00:12:14.160

as being


254

00:12:15.520 --> 00:12:19.340

the value of what they bring. We have things that need to be


255

00:12:19.380 --> 00:12:23.300

done, it's related to talent and their experience, and we simply need


256

00:12:23.340 --> 00:12:26.588

you to do it. And I, no. There's a


257

00:12:27.248 --> 00:12:30.908

bigger, broader, more compelling value proposition


258

00:12:30.988 --> 00:12:34.428

from people with this unique skill called human


259

00:12:34.488 --> 00:12:38.228

resources. Because any business you think of, it's all about the


260

00:12:38.268 --> 00:12:41.438

people. You can't deliver services to clients without the people being


261

00:12:41.448 --> 00:12:42.328

well-prepared to do so.


262

00:12:42.348 --> 00:12:44.598

Especially in yours, right? Especially in your business.


263

00:12:44.628 --> 00:12:44.978

That's right. Absolutely.


264

00:12:45.008 --> 00:12:46.528

Your product is your people.


265

00:12:47.268 --> 00:12:50.498

That's right. Absolutely. So I knew right off the bat that this


266

00:12:51.308 --> 00:12:54.668

mindset transformation needed to occur, that we need to go from


267

00:12:54.678 --> 00:12:58.668

transactional to bringing value, through


268

00:12:58.768 --> 00:13:02.428

truly believing that this organization cannot be successful


269

00:13:02.488 --> 00:13:05.628

without us as talent professionals enabling their success.


270

00:13:05.848 --> 00:13:07.948

Yeah. It is a huge mindset shift from being,


271

00:13:08.788 --> 00:13:11.148

it sounds crude, but order takers-


272

00:13:11.588 --> 00:13:11.678

Mm-hmm


273

00:13:11.678 --> 00:13:13.428

... to strategic advisors, right?


274

00:13:13.468 --> 00:13:14.187

Right. Yeah.


275

00:13:14.248 --> 00:13:17.028

Because who's closer to the business than HR?


276

00:13:17.908 --> 00:13:18.308

That's right.


277

00:13:18.348 --> 00:13:21.348

And that's part of why I stayed in this so long when we first spoke.


278

00:13:21.928 --> 00:13:24.388

HR touches every single part of the organization.


279

00:13:24.468 --> 00:13:24.728

It has-


280

00:13:24.868 --> 00:13:24.878

Mm-hmm


281

00:13:24.878 --> 00:13:28.748

... probably the closest eye to the ground, the insights, the perspectives


282

00:13:29.328 --> 00:13:29.508

than-


283

00:13:29.588 --> 00:13:29.768

That's right


284

00:13:29.787 --> 00:13:30.708

... most of the business.


285

00:13:31.008 --> 00:13:33.268

That's right. And again, back to the practical, Chris.


286

00:13:33.628 --> 00:13:34.788

It


287

00:13:35.888 --> 00:13:39.708

could be as simple as, "I need this information


288

00:13:39.828 --> 00:13:43.178

on these people, and here's why." And


289

00:13:43.228 --> 00:13:46.568

typically, it's, "Okay, here you go." Well, no.


290

00:13:46.608 --> 00:13:47.778

That's not being an advisor.


291

00:13:48.148 --> 00:13:48.318

Yeah.


292

00:13:48.328 --> 00:13:50.168

It should be, "Okay, I know what you want."


293

00:13:50.248 --> 00:13:50.408

Yeah.


294

00:13:50.468 --> 00:13:54.358

And sometimes, you may not even know the true reason why


295

00:13:54.388 --> 00:13:56.988

you want what you want, but what I'm going to do is, I'm going to get you what you


296

00:13:57.048 --> 00:13:59.228

want, but I'm going to bring you perspectives.


297

00:13:59.728 --> 00:14:03.488

The subject matter expertise that needs to come with the information you


298

00:14:03.528 --> 00:14:04.888

need, that's the value.


299

00:14:05.638 --> 00:14:06.248

Yeah.


300

00:14:06.288 --> 00:14:10.228

And that's the mindset shift transformation that we went


301

00:14:10.248 --> 00:14:12.008

through. But again, I


302

00:14:13.248 --> 00:14:16.928

started off at a high level because the people in the talent


303

00:14:16.968 --> 00:14:20.278

organization are just so highly skilled, man, that it was


304

00:14:21.028 --> 00:14:24.988

almost like cheating for me, right? Taking over a team that has this much talent.


305

00:14:25.048 --> 00:14:25.228

Yeah.


306

00:14:25.248 --> 00:14:26.128

So it's been great.


307

00:14:26.148 --> 00:14:29.958

Well, I think, everyone listening is obviously going to agree with you, but what


308

00:14:29.968 --> 00:14:32.248

did that look like in a practical sense?


309

00:14:32.308 --> 00:14:34.927

How did you go about affecting that change and leading it?


310

00:14:34.988 --> 00:14:35.908

Because it's a journey, right?


311

00:14:36.188 --> 00:14:39.788

Absolutely. Let me tell you, and when I tell you, Chris, I'm a very practical


312

00:14:39.848 --> 00:14:43.808

person when it comes down to having a vision, laying out a strategy,


313

00:14:43.828 --> 00:14:47.228

and then executing, and just making it so that people can


314

00:14:47.648 --> 00:14:51.078

likely grab hold onto it. Chris, I've done a lot of things,


315

00:14:51.388 --> 00:14:55.368

including getting all of our directors on up in


316

00:14:55.448 --> 00:14:59.118

a room, and having a conversation about


317

00:14:59.188 --> 00:15:01.808

understanding the business of RSM.


318

00:15:02.008 --> 00:15:05.428

There's a lot of talent professionals, HR professionals in


319

00:15:05.488 --> 00:15:09.228

organizations. They know their subject matter expertise, but a lot of them


320

00:15:09.328 --> 00:15:11.208

struggle understanding their business.


321

00:15:11.468 --> 00:15:15.388

Like how their business works, how it operates, how it makes money. Right?


322

00:15:15.398 --> 00:15:19.068

They just say, "Hey, I'm going to come with my HR experience." And I was like, "No.


323

00:15:19.808 --> 00:15:23.648

If you're going to be an advisor, you actually need to know your client


324

00:15:23.748 --> 00:15:27.497

just as well as your client knows your client." And so, Chris, I


325

00:15:27.508 --> 00:15:28.868

got everybody up in


326

00:15:29.888 --> 00:15:31.368

Boston, up in the Northeast in the US,


327

00:15:32.348 --> 00:15:35.448

and we did an understanding your client


328

00:15:35.548 --> 00:15:36.768

entire week.


329

00:15:37.108 --> 00:15:37.118

Wow.


330

00:15:37.118 --> 00:15:40.688

Down to the financial statements, how the firm makes money.


331

00:15:40.748 --> 00:15:40.848

Nice.


332

00:15:40.928 --> 00:15:43.948

What is a write-off and how that happens. What is a write-up.


333

00:15:44.748 --> 00:15:45.188

All the


334

00:15:45.988 --> 00:15:49.748

nitty-gritty, in-the-weeds stuff that their client


335

00:15:49.808 --> 00:15:53.448

talks about, the partners talk about, the directors, managing


336

00:15:53.488 --> 00:15:56.508

directors talk about in terms of running the business.


337

00:15:57.208 --> 00:15:59.908

I knew I needed to get my talent leaders


338

00:16:00.748 --> 00:16:03.828

better understanding, oh, this is how RSM works.


339

00:16:04.308 --> 00:16:07.748

This is how it makes money. This is why the


340

00:16:07.948 --> 00:16:11.228

business says we've got to hire 80 more people versus 20 more people.


341

00:16:11.628 --> 00:16:14.488

This is why. Right? And so that's practical.


342

00:16:14.568 --> 00:16:18.528

So when I say you need to be an advisor, I knew the first thing I needed


343

00:16:18.568 --> 00:16:22.228

to do was get everybody to first understand who they're


344

00:16:22.288 --> 00:16:24.027

advising, what this business is.


345

00:16:24.188 --> 00:16:28.068

Mm-hmm. Yeah, I love that. And it's just super, again, practical like you said.


346

00:16:28.468 --> 00:16:31.748

But sometimes that can feel pretty scary and daunting.


347

00:16:32.688 --> 00:16:36.358

But when you get everyone in a room, part of why I love you getting everyone in a


348

00:16:36.368 --> 00:16:39.288

room is also, they're not alone. Everyone's on the journey.


349

00:16:39.328 --> 00:16:40.408

You can have those great conversa-


350

00:16:40.497 --> 00:16:40.497

Mm-hmm.


351

00:16:40.528 --> 00:16:43.808

I'm sure over that week there was many dialogue with their peers and colleagues,


352

00:16:43.848 --> 00:16:44.398

and-


353

00:16:44.528 --> 00:16:44.538

Right


354

00:16:44.538 --> 00:16:47.048

... a safe place to ask questions, and you


355

00:16:48.248 --> 00:16:50.148

see companies doing like, here's a course


356

00:16:51.248 --> 00:16:53.708

to go on around this. That's not going to help anyone.


357

00:16:54.608 --> 00:16:58.068

Get everyone in the room, have conversations, have dialogue, right?


358

00:16:58.188 --> 00:16:59.198

Mm-hmm.


359

00:16:59.548 --> 00:17:01.688

And that's the best way to build that capability.


360

00:17:01.698 --> 00:17:01.698

That's right.


361

00:17:01.708 --> 00:17:04.248

But build trust, more importantly.


362

00:17:04.258 --> 00:17:05.788

That's right. Absolutely. And we're digital, right?


363

00:17:05.908 --> 00:17:08.767

So it's a both/and, so we got everybody in the room.


364

00:17:08.778 --> 00:17:08.778

Sure. Yeah.


365

00:17:08.788 --> 00:17:12.229

But we also do the webcast-type training


366

00:17:12.288 --> 00:17:14.988

and learning and understanding and those sorts of things, right?


367

00:17:15.048 --> 00:17:18.668

It's a both/and, but I'll tell you, just the


368

00:17:18.709 --> 00:17:21.988

entire concept of, hey, you need to be an


369

00:17:22.048 --> 00:17:25.408

advisor. You're a subject matter expert, you got that, but you need to be an


370

00:17:25.469 --> 00:17:29.408

advisor. And you can't be a good advisor if you don't truly understand your client.


371

00:17:29.448 --> 00:17:33.368

So now, you have to invest in understanding the


372

00:17:33.448 --> 00:17:36.688

business. That in and of itself, Chris, to be honest with you, man, that was


373

00:17:36.748 --> 00:17:39.508

energizing to people. They weren't scared by it.


374

00:17:39.568 --> 00:17:41.158

Well, and partly like you said, right?


375

00:17:41.228 --> 00:17:42.988

Because they weren't going on a journey by themselves.


376

00:17:43.028 --> 00:17:44.137

They were going on a journey with their-


377

00:17:44.368 --> 00:17:44.428

Mm


378

00:17:44.468 --> 00:17:48.198

... colleagues and coworkers. But that was energizing, and there was


379

00:17:48.308 --> 00:17:52.068

actually a thirst for, yeah, I really do want to know more


380

00:17:52.108 --> 00:17:55.228

about my client so I can bring more value.


381

00:17:55.468 --> 00:17:57.048

That thirst was there for sure.


382

00:17:57.268 --> 00:18:00.888

What's something unexpected that you learned during that week,


383

00:18:01.428 --> 00:18:03.608

that you took away, that perhaps you'd never think about?


384

00:18:04.008 --> 00:18:06.408

Oh, wow. You know what? That's a very good question.


385

00:18:06.428 --> 00:18:07.848

And I'll tell you,


386

00:18:09.708 --> 00:18:11.368

first of all, I took a lot away.


387

00:18:12.308 --> 00:18:15.388

One of the things I took away was, and this is sometimes,


388

00:18:16.548 --> 00:18:20.428

as your team size scales up,


389

00:18:21.248 --> 00:18:24.528

as the leader, you start to lose sight of-


390

00:18:25.364 --> 00:18:29.164

Right? So you got your leadership team, and then they have a leadership team, and


391

00:18:29.204 --> 00:18:33.064

then it just kind of starts to flow down, and on a day-to-day basis, you


392

00:18:33.144 --> 00:18:34.834

just kind of start to lose sight of what... Right?


393

00:18:35.024 --> 00:18:38.094

So now, here's what I know, as I mentioned before.


394

00:18:38.544 --> 00:18:41.204

The strength of the talent leaders, phenomenal.


395

00:18:41.764 --> 00:18:45.264

But then you get layers down, and they're still leaders, right?


396

00:18:45.344 --> 00:18:47.704

But they're layers down from my day-to-day reach.


397

00:18:48.584 --> 00:18:52.104

What I've learned is, man, our pipeline of


398

00:18:52.184 --> 00:18:52.684

talent


399

00:18:53.604 --> 00:18:54.804

is unbelievable.


400

00:18:55.744 --> 00:18:57.734

Oh, you learned something good then. I was going to say something, Charles.


401

00:18:57.784 --> 00:18:58.584

I was waiting for the...


402

00:19:00.124 --> 00:19:00.333

Great.


403

00:19:00.344 --> 00:19:00.444

Right.


404

00:19:00.784 --> 00:19:01.314

First-world problems.


405

00:19:01.314 --> 00:19:03.724

And I knew the strength was there up top. I knew that.


406

00:19:03.754 --> 00:19:03.754

Yeah.


407

00:19:03.924 --> 00:19:07.784

I knew the strength was there up top, and I have the utmost confidence in their


408

00:19:07.824 --> 00:19:11.544

ability to develop talent. But again, I don't see it on a day-to-day basis.


409

00:19:11.944 --> 00:19:12.004

Yeah.


410

00:19:12.084 --> 00:19:14.364

But I had an opportunity like, "Oh my good..."


411

00:19:15.684 --> 00:19:16.994

We're really building something.


412

00:19:17.104 --> 00:19:19.574

Now, you say, "Well, Ty, you're the leader, you shouldn't be shocked." It's not


413

00:19:19.604 --> 00:19:23.504

that I was shocked, it's just that I was face to face with it,


414

00:19:23.644 --> 00:19:26.884

and I had a hands-on experience, and it's like, "Oh, man, hey, we're good."


415

00:19:26.944 --> 00:19:27.744

Nice.


416

00:19:27.784 --> 00:19:30.084

Like, "We're really going to continue to impact this firm."


417

00:19:30.164 --> 00:19:33.714

Yeah. We spoke about, in our prep call, around


418

00:19:33.824 --> 00:19:37.684

every organization wants to be high-performing, right?


419

00:19:38.154 --> 00:19:38.154

Mm-hmm.


420

00:19:38.224 --> 00:19:40.584

And high-performing can mean many different things.


421

00:19:41.924 --> 00:19:45.524

But what are the actual, kind of, let's say, cultural pillars that


422

00:19:45.584 --> 00:19:49.444

separate a truly elite team from the rest of the pack, in your


423

00:19:49.464 --> 00:19:49.844

opinion?


424

00:19:50.684 --> 00:19:52.624

Yeah. So, that's a great question.


425

00:19:52.684 --> 00:19:56.284

We have this North Star


426

00:19:57.244 --> 00:19:58.184

as a firm.


427

00:19:59.144 --> 00:20:00.584

North Star is just something simple.


428

00:20:00.824 --> 00:20:03.874

We say we're compelling, we're digital, we're global. It's interesting.


429

00:20:04.114 --> 00:20:05.154

It's easy to remember.


430

00:20:05.384 --> 00:20:06.184

Say that one more time.


431

00:20:06.234 --> 00:20:06.554

You don't have to have-


432

00:20:06.644 --> 00:20:07.364

Say that one more time


433

00:20:07.404 --> 00:20:07.404

...


434

00:20:08.234 --> 00:20:09.344

compelling, digital, global.


435

00:20:09.564 --> 00:20:09.724

Okay.


436

00:20:09.884 --> 00:20:12.664

That's our North Star. Compelling, digital, global.


437

00:20:12.684 --> 00:20:16.344

When you have North Stars, it's interesting about North Stars, you can wrap


438

00:20:16.444 --> 00:20:18.124

people's head around it because it's simple.


439

00:20:19.224 --> 00:20:22.604

So if you ask people at RSM, "Hey, what's your firm's strategy?"


440

00:20:22.884 --> 00:20:25.544

Some people could tell you, but


441

00:20:26.404 --> 00:20:28.714

I'll be honest with you, most people are going to tell you, "Uh, I don't know if I


442

00:20:28.764 --> 00:20:32.234

can just lay out the strategy, but I know we're compelling, we're digital, we're


443

00:20:32.384 --> 00:20:36.044

global." Right? So now, as it relates to the talent


444

00:20:36.104 --> 00:20:40.024

function and our part to play in enabling the success


445

00:20:40.084 --> 00:20:43.974

of the business to be compelling, digital, global, we have a North


446

00:20:44.044 --> 00:20:47.784

Star that has now been penetrated


447

00:20:47.844 --> 00:20:51.104

throughout the entirety of the organization, and it's called Drive Peak


448

00:20:51.164 --> 00:20:55.144

Performance. It is the North Star of RSM's talent


449

00:20:55.204 --> 00:20:56.884

function, Drive Peak Performance.


450

00:20:57.244 --> 00:21:01.014

Because you have to have an environment of peak performance,


451

00:21:01.504 --> 00:21:05.344

truly, for a firm to continue to, which is what we do,


452

00:21:05.614 --> 00:21:09.604

dominate in the modern middle market, as the number one firm in the modern middle


453

00:21:09.664 --> 00:21:12.954

market, and you got to continue to dominate, and we will.


454

00:21:12.964 --> 00:21:16.674

But you got to have an environment where people can look up and


455

00:21:16.744 --> 00:21:18.144

say, "I have a North Star,


456

00:21:18.964 --> 00:21:22.184

compelling, digital, global. I also have a North Star that's going to help me be


457

00:21:22.284 --> 00:21:26.084

that, and excel as a professional at RSM,"


458

00:21:26.844 --> 00:21:29.844

because RSM is all about driving peak performance.


459

00:21:30.284 --> 00:21:34.234

And what that means, Chris, is that as an organization and


460

00:21:34.304 --> 00:21:38.124

as a talent function, we understand we have a responsibility to


461

00:21:38.184 --> 00:21:41.904

create an environment where people can operate at their


462

00:21:41.924 --> 00:21:45.344

best. We understand we got to have a foundation, like a platform.


463

00:21:45.744 --> 00:21:46.804

So we got to have


464

00:21:47.944 --> 00:21:51.924

stretchable goals. We have performance descriptors and


465

00:21:52.464 --> 00:21:55.584

partner sketches that, it's not easy to get to.


466

00:21:55.844 --> 00:21:57.544

You got to stretch yourself.


467

00:21:57.704 --> 00:21:57.764

Yeah.


468

00:21:57.804 --> 00:22:01.304

And we create this foundation for you to first have


469

00:22:02.464 --> 00:22:06.364

this mindset around, at RSM, "I have to perform." The


470

00:22:06.404 --> 00:22:10.304

other thing is, "Oh, at RSM, they're going to help me do that." So then you


471

00:22:10.344 --> 00:22:14.224

got to have an environment and a platform, and a foundation that says, "Listen, all


472

00:22:14.244 --> 00:22:17.644

the tools and leadership support that you


473

00:22:17.724 --> 00:22:20.884

need, we are going to invest in that. We're going to build it out.


474

00:22:20.924 --> 00:22:24.824

We're going to make it so strong that you have no choice but to operate


475

00:22:24.844 --> 00:22:28.684

at your best." So we've even invested in, for example, getting to practical,


476

00:22:28.744 --> 00:22:28.984

Chris.


477

00:22:31.164 --> 00:22:34.844

Organizations have performance advisors or advisors, or performance


478

00:22:34.924 --> 00:22:36.824

managers. Everybody has something, like a different term.


479

00:22:36.864 --> 00:22:40.064

We call it performance advisors. And we did a


480

00:22:40.124 --> 00:22:43.264

complete revamp of what that means at RSM.


481

00:22:43.684 --> 00:22:46.204

We actually told people at RSM, "You know what?


482

00:22:47.164 --> 00:22:51.074

We're going to help you operate at your best, and you being a performance


483

00:22:51.144 --> 00:22:55.014

advisor for others is not your thing." And we just got to be okay with


484

00:22:55.064 --> 00:22:57.234

that. Some people are really good at-


485

00:22:57.244 --> 00:22:57.254

That's true


486

00:22:57.254 --> 00:22:58.304

... being performance advisors.


487

00:22:58.384 --> 00:22:58.774

Yeah.


488

00:22:58.824 --> 00:23:02.764

Some people are not. But we're not upset or put


489

00:23:02.804 --> 00:23:06.664

down those people, that that's not their thing. That gets in their way.


490

00:23:07.044 --> 00:23:10.144

So the people that are good at performance advising, we provide


491

00:23:10.544 --> 00:23:13.564

monthly, as a matter of fact, it's bi-monthly,


492

00:23:14.084 --> 00:23:17.924

ongoing training to help them be at their best, because we need them to


493

00:23:17.964 --> 00:23:21.844

help our people be at their best. We completely revamped all of


494

00:23:21.884 --> 00:23:25.584

our performance descriptors and all that stuff. We redid all that.


495

00:23:25.624 --> 00:23:29.264

Why? Because we want to position everybody to be at their peak.


496

00:23:29.664 --> 00:23:33.484

And then the other thing is continuous development, continuous education.


497

00:23:33.524 --> 00:23:37.064

We have a requirement around it. Now, we have a certain piece of our business


498

00:23:37.964 --> 00:23:41.244

that is regulated. We provide audit-


499

00:23:41.324 --> 00:23:41.454

Sure


500

00:23:41.454 --> 00:23:45.234

... services and all of that. But even outside of that, we have an expectation that


501

00:23:45.324 --> 00:23:49.144

our people will be energized around their continuous


502

00:23:49.164 --> 00:23:52.684

development. So the entire environment at RSM around people


503

00:23:52.764 --> 00:23:56.524

development, talent development, the foundation we've built, is all around helping


504

00:23:56.534 --> 00:23:58.984

people perform at their peak. Here's the other thing, though, Chris.


505

00:24:00.324 --> 00:24:02.444

It's your peak and my peak.


506

00:24:02.864 --> 00:24:03.164

Mm.


507

00:24:03.644 --> 00:24:07.404

That's the magic sauce. The magic sauce is


508

00:24:07.824 --> 00:24:09.964

you got to understand that everybody have different peaks.


509

00:24:10.944 --> 00:24:11.164

Yeah.


510

00:24:11.704 --> 00:24:14.664

Our goal is to get you to perform at your peak


511

00:24:15.684 --> 00:24:17.964

Your peak may be higher than my peak. And you know what?


512

00:24:18.264 --> 00:24:21.884

Your progression opportunity may look different.


513

00:24:22.144 --> 00:24:24.764

Your compensation may look different. Okay, fine.


514

00:24:24.964 --> 00:24:28.704

Our goal is to get you to perform at your peak. Now, get me to perform at my peak.


515

00:24:28.944 --> 00:24:32.484

Okay, it might not be yours. My progression opportunity may look a little bit


516

00:24:32.504 --> 00:24:35.984

different. My experiences may look a little bit different, but the talent


517

00:24:36.024 --> 00:24:39.764

experience overall that we both have because the firm has invested in us to


518

00:24:39.844 --> 00:24:41.924

operate at our best, that's there.


519

00:24:41.984 --> 00:24:45.184

So this North Star of ours, Chris, it's a big thing.


520

00:24:45.474 --> 00:24:49.084

Again, it's permeated throughout the firm because it's just an easy statement.


521

00:24:49.484 --> 00:24:50.724

We're going to drive peak performance.


522

00:24:50.994 --> 00:24:54.764

And in everything we do from a talent function, you understand that that's the


523

00:24:54.804 --> 00:24:56.824

reason we're doing it, is to help you


524

00:24:57.724 --> 00:24:58.664

perform at your best.


525

00:24:58.884 --> 00:25:01.284

Yeah. Wow. There's so much to unpack there.


526

00:25:02.264 --> 00:25:03.984

As you were going, I had a million more questions.


527

00:25:05.464 --> 00:25:09.204

As someone who's worked in a high-pressure environment, and


528

00:25:09.224 --> 00:25:13.144

professional service is kind of known for that, how do you balance that focus


529

00:25:13.194 --> 00:25:16.844

on high performance, but also making sure people still are


530

00:25:16.884 --> 00:25:19.084

engaged, they feel valued, they're not burning out-


531

00:25:20.024 --> 00:25:20.244

Yeah


532

00:25:20.384 --> 00:25:21.204

... as well?


533

00:25:21.504 --> 00:25:25.274

Yeah. And we put this on the


534

00:25:25.304 --> 00:25:28.264

forefront, too. So one of the, I call it the fuel.


535

00:25:28.624 --> 00:25:31.704

The fuel of our peak performance


536

00:25:31.764 --> 00:25:35.614

environment is, to your point, you cannot


537

00:25:35.664 --> 00:25:39.614

lose sight of the fact that we're dealing with humans, and we're dealing


538

00:25:39.644 --> 00:25:43.124

with humans who have more than just


539

00:25:44.144 --> 00:25:47.824

a work personality. They're not just RSM employees.


540

00:25:48.304 --> 00:25:50.164

A lot of these people have families.


541

00:25:50.204 --> 00:25:54.004

They got kids, spouses, they're taking care of parents, they're whatever.


542

00:25:54.664 --> 00:25:58.344

So they have a whole life. So we have this concept of being a


543

00:25:58.404 --> 00:26:02.344

whole person, and our talent experience got to be focused on the whole person.


544

00:26:02.364 --> 00:26:06.064

Well, with respect to that, and with respect to your question, one of the


545

00:26:06.144 --> 00:26:09.704

fuels of driving peak performance is the fact that we


546

00:26:09.724 --> 00:26:13.694

believe it is fueled by our culture, and our culture has a


547

00:26:13.704 --> 00:26:15.514

foundation of what we call the five Cs.


548

00:26:15.564 --> 00:26:18.884

Now you know most organizations, they have something called whatever.


549

00:26:18.954 --> 00:26:18.954

Yeah.


550

00:26:18.964 --> 00:26:21.384

They call it the five Cs, the five Bs, whatever.


551

00:26:21.394 --> 00:26:21.394

Yeah.


552

00:26:21.404 --> 00:26:22.934

And ours, I'm not going to go all through them, but


553

00:26:23.784 --> 00:26:26.744

courageousness and being curious and being collaborative and all that.


554

00:26:27.204 --> 00:26:30.964

So we have that. So when we talk about, at the enterprise level, when we talk


555

00:26:31.004 --> 00:26:34.504

about driving peak performance, we actually have a picture


556

00:26:35.164 --> 00:26:39.124

of our desired behaviors that is the pillar of


557

00:26:39.164 --> 00:26:42.804

our culture to remind people that when we say drive peak


558

00:26:42.924 --> 00:26:45.144

performance, we don't mean work you to death.


559

00:26:45.824 --> 00:26:45.964

Yeah.


560

00:26:46.764 --> 00:26:48.164

We simply mean we're


561

00:26:49.344 --> 00:26:53.084

making a place for you to perform at your best, and it's fueled


562

00:26:53.164 --> 00:26:57.024

by the fact that we have a culture and environment


563

00:26:57.084 --> 00:27:00.904

that truly respects you as not just being


564

00:27:00.944 --> 00:27:04.644

an RSM professional, but you having a personal


565

00:27:04.654 --> 00:27:08.344

life and a home life that you also need to have time to cater to as


566

00:27:08.404 --> 00:27:09.364

well. And so it's a


567

00:27:10.624 --> 00:27:13.324

mesh of the two persons, if you will.


568

00:27:13.384 --> 00:27:17.184

And we just say, hey, this is one person, a whole person, and their whole life


569

00:27:17.244 --> 00:27:18.364

can't be RSM.


570

00:27:18.464 --> 00:27:22.074

Yeah. Many organizations talk about that, but how do you make sure that those are


571

00:27:22.104 --> 00:27:24.484

not just words on the wall and just lip service?


572

00:27:25.044 --> 00:27:28.684

How do you ensure that that actually is embedded?


573

00:27:28.824 --> 00:27:32.104

Because you talk about culture, but that has to also be embedded in the work, in


574

00:27:32.144 --> 00:27:35.924

the processes. If that's not reflected there, then you can have the best posters


575

00:27:35.944 --> 00:27:38.094

and the best acronyms in the world-


576

00:27:38.164 --> 00:27:38.173

Mm-hmm


577

00:27:38.173 --> 00:27:39.244

... but it doesn't translate, right?


578

00:27:39.344 --> 00:27:43.164

Yeah. No, that's a great question. So, it starts at the top.


579

00:27:43.654 --> 00:27:46.904

And I'll answer this question practically, too. It all starts at the top.


580

00:27:46.944 --> 00:27:50.524

So when you say, hey, we have a culture, we have an environment, we don't work


581

00:27:50.564 --> 00:27:53.724

people to death, although sometimes, we got peak seasons where-


582

00:27:53.764 --> 00:27:53.834

Sure


583

00:27:53.834 --> 00:27:56.904

... everybody know they got to have hands in a huddle. But it starts at the top.


584

00:27:56.964 --> 00:27:59.044

So all of our partners of the firm,


585

00:28:01.004 --> 00:28:04.204

they understand the culture and environment we have.


586

00:28:04.244 --> 00:28:07.794

They understand it is their responsibility to cultivate that


587

00:28:07.844 --> 00:28:11.414

culture. So much so, Chris, that part of their


588

00:28:12.564 --> 00:28:16.524

performance descriptors includes cultivating our culture.


589

00:28:17.154 --> 00:28:17.154

Nice.


590

00:28:18.164 --> 00:28:22.024

Yeah, right. We actually have a category that our


591

00:28:22.064 --> 00:28:25.144

partners are actually rated on called the talent experience.


592

00:28:25.464 --> 00:28:25.964

Right.


593

00:28:27.244 --> 00:28:30.704

Because if you don't start at the top, you're right, it's just words.


594

00:28:31.684 --> 00:28:34.784

And so we constantly preach this to our partners. They get it.


595

00:28:34.844 --> 00:28:38.614

They understand it. They know that the culture we want and have


596

00:28:39.844 --> 00:28:42.864

can't be cultivated by the CEO. It's them.


597

00:28:43.264 --> 00:28:45.084

They have to drive it. And again,


598

00:28:46.324 --> 00:28:46.544

if it's


599

00:28:48.284 --> 00:28:51.564

hard to be successful on things not measured, and so there is a performance


600

00:28:51.624 --> 00:28:53.094

measurement as it relates to that.


601

00:28:53.234 --> 00:28:55.804

And then I mentioned to you before about our performance advisors.


602

00:28:56.104 --> 00:28:59.424

The exact same thing. They understand and


603

00:28:59.484 --> 00:29:03.144

have a talent experience expectation


604

00:29:03.764 --> 00:29:07.644

that they are constantly hearing about in terms of


605

00:29:07.724 --> 00:29:11.624

this is how our culture comes to be, and this is how it


606

00:29:11.704 --> 00:29:14.884

is maintained with people who are in


607

00:29:14.944 --> 00:29:18.674

leadership positions to make sure that our


608

00:29:18.704 --> 00:29:22.184

people have the talent experience. We, as an organization, we preach to them.


609

00:29:22.204 --> 00:29:25.054

And then there's all the other stuff, too, like the benefits and


610

00:29:25.744 --> 00:29:29.304

the fact that we do make a place for our


611

00:29:29.344 --> 00:29:33.284

people to take time off. In fact, we're upset when we find out


612

00:29:33.304 --> 00:29:34.444

people are not taking time off.


613

00:29:34.514 --> 00:29:34.514

Yeah.


614

00:29:35.144 --> 00:29:37.484

This is all part of the performance advisor training.


615

00:29:37.544 --> 00:29:40.584

Make sure your people are taking some time for themselves and things like that.


616

00:29:40.624 --> 00:29:44.564

And then the last thing I'll say, Chris, the last thing I'll say is,


617

00:29:45.004 --> 00:29:48.204

I was going to mention at the start of this, if you hear noise


618

00:29:48.484 --> 00:29:49.864

in the background,


619

00:29:51.624 --> 00:29:54.694

forgive it, and I'll tell you why. Because at RSM, we have this thing called


620

00:29:54.764 --> 00:29:57.144

high-performing environment. We don't have a mandate.


621

00:29:57.544 --> 00:30:00.164

Some companies going back mandate everybody come back to the office.


622

00:30:00.704 --> 00:30:04.184

We're not doing that. We're not telling everybody to come to the office.


623

00:30:04.204 --> 00:30:08.134

But we do have an expectation that people have this physical


624

00:30:08.204 --> 00:30:12.084

agility. We do want you at our client sites.


625

00:30:12.124 --> 00:30:15.864

We do want you in the office. We do want


626

00:30:15.924 --> 00:30:18.534

you to work from home. We want you to do all of those things.


627

00:30:18.884 --> 00:30:22.444

So we have an expectation that you are engaged in our


628

00:30:22.504 --> 00:30:26.484

culture. We have lunch and learns. Yeah, we want you to come.


629

00:30:26.864 --> 00:30:29.984

We have employee network group events. Yeah, we want you to come.


630

00:30:30.684 --> 00:30:33.404

So that is also part of-


631

00:30:34.704 --> 00:30:38.684

... the environment and the space we give our people to not


632

00:30:38.744 --> 00:30:39.704

just be burned out.


633

00:30:39.844 --> 00:30:40.003

Mm-hmm.


634

00:30:40.064 --> 00:30:43.944

We want you to be comfortable in the work environment that we


635

00:30:44.004 --> 00:30:46.854

have, that allows you the space to say, "You know what?


636

00:30:47.024 --> 00:30:48.764

Today, I'm going to work from home.


637

00:30:48.804 --> 00:30:51.294

Tomorrow, I'm going to go to the office for this reason.


638

00:30:51.744 --> 00:30:54.624

Then the next day, you know what? I'm going to work from home." That's all part of


639

00:30:54.704 --> 00:30:54.944

this-


640

00:30:55.784 --> 00:30:55.884

Yeah


641

00:30:56.124 --> 00:30:59.824

... this... Right? It's just all part of the space we provide for


642

00:30:59.864 --> 00:31:02.544

people to be their peak self,


643

00:31:03.504 --> 00:31:06.324

but also be in an environment where they're not just burning out.


644

00:31:06.744 --> 00:31:10.614

Yeah. No, I think, for me, coming into the office personally,


645

00:31:10.664 --> 00:31:13.264

that's where I get my energy. That's where I get to recharge.


646

00:31:13.864 --> 00:31:13.874

Mm-hmm.


647

00:31:13.874 --> 00:31:14.294

Which may sound...


648

00:31:15.264 --> 00:31:19.144

Again, sometimes I love being at home, and leave me alone, I can


649

00:31:19.184 --> 00:31:22.764

focus more and do work, right? And other times, I'm like, I want to be surrounded


650

00:31:22.784 --> 00:31:26.744

by my team, and the different ideas, and the debate, and even disagreements.


651

00:31:26.884 --> 00:31:30.534

I was talking to my CTO last night, and we had a four-hour Zoom call.


652

00:31:30.564 --> 00:31:33.814

And I don't suggest anyone ever does a four-hour Zoom call, but it was the most-


653

00:31:33.864 --> 00:31:33.874

Yeah


654

00:31:33.874 --> 00:31:36.644

... exciting four hours, because we was talking about the release of a new product,


655

00:31:36.704 --> 00:31:39.124

and it was disagreements and ideas-


656

00:31:39.163 --> 00:31:39.174

Mm-hmm


657

00:31:39.174 --> 00:31:40.914

... and we're solving problems. It was then


658

00:31:42.564 --> 00:31:45.984

executing in real time on those, and there's the energy, and I'm like, "Oh my God,


659

00:31:46.024 --> 00:31:49.964

it's 2:00 AM. I need to go to sleep." But I get


660

00:31:49.984 --> 00:31:53.004

the energy from my team. Every time we come in on a Monday-


661

00:31:53.044 --> 00:31:53.114

Yeah


662

00:31:53.284 --> 00:31:54.664

... it's intentional, to your point.


663

00:31:54.824 --> 00:31:54.954

Mm-hmm.


664

00:31:55.024 --> 00:31:58.464

One thing I did want to ask, going to go back on is, how do you identify


665

00:31:58.524 --> 00:32:02.484

mentors? And when you do identify


666

00:32:02.524 --> 00:32:06.124

them, what's in it for them? Because they're obviously busy


667

00:32:06.144 --> 00:32:09.004

delivering also on their own day-to-day.


668

00:32:09.014 --> 00:32:09.024

Mm-hmm.


669

00:32:09.064 --> 00:32:12.304

So how do you make sure you make space for those...


670

00:32:12.544 --> 00:32:14.684

I know you, what's the word? You didn't use mentors.


671

00:32:14.714 --> 00:32:14.774

Is it-


672

00:32:15.264 --> 00:32:15.354

Performance advisors?


673

00:32:15.404 --> 00:32:16.484

Yeah, sorry, performance advisors.


674

00:32:16.504 --> 00:32:17.284

Yeah. Yeah.


675

00:32:17.384 --> 00:32:19.884

What does that look like? Can you just break that down a little bit more for me?


676

00:32:20.224 --> 00:32:24.204

Yeah, and that's a great question because there is a balance there, right?


677

00:32:24.344 --> 00:32:28.183

So our performance advisors, they do have, I'll call it, day jobs.


678

00:32:29.164 --> 00:32:32.574

And they have client service expectations,


679

00:32:32.624 --> 00:32:34.404

and all of those sorts of things, right?


680

00:32:34.844 --> 00:32:37.924

But one of the things we did as it relates to that role, Chris,


681

00:32:38.364 --> 00:32:42.164

is make it so that their performance advisor


682

00:32:42.544 --> 00:32:46.444

duties and responsibilities is actually part of, it's like in the flow of work for


683

00:32:46.504 --> 00:32:46.684

them.


684

00:32:46.804 --> 00:32:47.024

Okay.


685

00:32:47.224 --> 00:32:51.054

It's not a side job. We actually lined


686

00:32:51.084 --> 00:32:54.844

this out as a leadership role, whereby they're acknowledged,


687

00:32:54.924 --> 00:32:58.764

they're recognized. And also, Chris, the


688

00:32:58.824 --> 00:33:02.564

move I told you about where some people, we said, "Hey, maybe performance advisor


689

00:33:02.584 --> 00:33:05.074

is not your thing." It's not a bad thing that it's not your thing, but it's just


690

00:33:05.124 --> 00:33:08.644

not your thing. That was intentional because our performance


691

00:33:08.684 --> 00:33:12.314

advisors, they are those people that this is one of the things that


692

00:33:12.384 --> 00:33:15.164

energizes them. They're energized about having a


693

00:33:15.184 --> 00:33:17.324

responsibility to-


694

00:33:17.604 --> 00:33:19.294

I think maybe responsibility. It's an opportunity


695

00:33:19.704 --> 00:33:21.884

... Yeah, it's an opportunity. That's right. It's an opportunity.


696

00:33:21.904 --> 00:33:23.844

Now, and let me make this clear, though.


697

00:33:25.284 --> 00:33:27.764

Everyone has a responsibility to develop our people.


698

00:33:28.544 --> 00:33:32.484

So if you're not a performance advisor, that doesn't put you in


699

00:33:32.504 --> 00:33:35.624

the category of, well, you don't have no people development responsibility.


700

00:33:35.664 --> 00:33:38.604

No, you have people development responsibilities. You still have that.


701

00:33:39.104 --> 00:33:42.484

It's the performance advisors, though, they take it to that next level


702

00:33:43.024 --> 00:33:44.344

of those true,


703

00:33:44.684 --> 00:33:48.184

the consistent


704

00:33:48.244 --> 00:33:52.084

conversations, the culmination of all the feedback


705

00:33:52.164 --> 00:33:53.924

coming in throughout the firm,


706

00:33:55.024 --> 00:33:57.564

putting this person in position to succeed.


707

00:33:58.224 --> 00:34:00.544

Having a beeline understanding of, you know what?


708

00:34:00.624 --> 00:34:04.264

They're in this role, but based on my constant conversations with this


709

00:34:04.324 --> 00:34:08.225

employee and what really energizes them and jazzes them up, maybe this role


710

00:34:08.284 --> 00:34:12.124

over here is best. That's just a different interaction model for


711

00:34:12.144 --> 00:34:15.225

performance advisors, but make no mistake about it, everybody has-


712

00:34:15.714 --> 00:34:15.984

Sure


713

00:34:16.004 --> 00:34:17.995

... talent development responsibilities, but-


714

00:34:18.265 --> 00:34:18.314

Yeah


715

00:34:18.324 --> 00:34:20.413

... we put that in the flow of their work.


716

00:34:20.685 --> 00:34:24.674

Okay. Great. I think also with those advisors, what I've learned is


717

00:34:25.144 --> 00:34:26.725

they get just as much back.


718

00:34:27.604 --> 00:34:27.765

Mm-hmm.


719

00:34:27.984 --> 00:34:31.804

Whenever you're mentoring somebody, I learn so much


720

00:34:31.904 --> 00:34:32.245

more.


721

00:34:33.265 --> 00:34:36.304

I feel like I'm almost like I'm the one getting the value because I get to interact


722

00:34:36.324 --> 00:34:36.524

with these-


723

00:34:36.534 --> 00:34:36.534

Yes


724

00:34:36.544 --> 00:34:39.044

... people every day. I get different insights and perspectives from different


725

00:34:39.084 --> 00:34:40.044

generations, even-


726

00:34:40.154 --> 00:34:40.765

Mm-hmm. That's right


727

00:34:40.784 --> 00:34:44.124

... that's fueling me and making me a better leader along the way.


728

00:34:44.174 --> 00:34:44.174

Mm-hmm.


729

00:34:44.185 --> 00:34:47.955

But one of the things I can see, though, based on what you're saying, is


730

00:34:48.004 --> 00:34:51.455

that I think that obviously, and I'm sure you probably measured this, is the direct


731

00:34:51.464 --> 00:34:54.844

correlation between why you have such a strong bench of leaders coming through the


732

00:34:54.884 --> 00:34:55.265

ranks.


733

00:34:55.884 --> 00:34:56.935

Mm-hmm. That's right.


734

00:34:56.944 --> 00:34:59.084

Because this is something embedded from the beginning-


735

00:34:59.804 --> 00:35:00.304

Mm-hmm. Absolutely


736

00:35:00.504 --> 00:35:01.944

... all the way along. Would you agree?


737

00:35:02.804 --> 00:35:03.184

I would


738

00:35:04.164 --> 00:35:07.944

absolutely, totally agree. And Chris, and I say that, and


739

00:35:08.104 --> 00:35:11.284

it's not to say that we don't have a... We still have a lot of work to do.


740

00:35:12.044 --> 00:35:15.464

It's not perfect, right? We still have a lot of work to do, but the


741

00:35:16.624 --> 00:35:17.624

foundation,


742

00:35:18.584 --> 00:35:22.064

the commitment, the groundwork, it's all


743

00:35:22.184 --> 00:35:25.944

there for us to continue on this path and trajectory we


744

00:35:26.084 --> 00:35:30.014

have around having a strong bench of people that


745

00:35:30.024 --> 00:35:33.884

are well-supported, they're energized, they understand the


746

00:35:33.904 --> 00:35:36.984

North Star, they see the opportunities for themselves.


747

00:35:37.014 --> 00:35:40.824

And even if they don't, they are connected to a leadership role called


748

00:35:40.864 --> 00:35:44.524

performance advisor that can help them get to the places


749

00:35:44.584 --> 00:35:48.264

and experiences they would like to have at the firm, right?


750

00:35:48.424 --> 00:35:51.844

So yeah, we still have a lot of work to do, but man, I love the


751

00:35:51.884 --> 00:35:52.904

trajectory we're on.


752

00:35:53.304 --> 00:35:54.564

Yeah. As you


753

00:35:55.944 --> 00:35:58.054

look ahead, what are you most excited about?


754

00:35:58.664 --> 00:36:02.344

Oh, man, I tell you. So first of all, like I said, I've been at the


755

00:36:02.384 --> 00:36:05.804

firm for a while, 25, 28 years, whatever.


756

00:36:05.824 --> 00:36:09.464

And so I've seen the firm when it was 800 million in


757

00:36:09.524 --> 00:36:13.424

revenues, and then 1.2 billion, and then it was like, "Ooh, one day we're going to


758

00:36:13.444 --> 00:36:17.094

get to 2 billion in revenues." Like, "No way." And then we got to 2 billion- ...


759

00:36:17.094 --> 00:36:18.924

and then we were, "And then we going to get to three bill..." Right?


760

00:36:19.174 --> 00:36:23.004

And I'm just most excited about the firm continues


761

00:36:23.044 --> 00:36:26.864

to transform itself to relevance to the modern


762

00:36:26.904 --> 00:36:27.414

middle market.


763

00:36:28.144 --> 00:36:28.724

Yeah.


764

00:36:28.844 --> 00:36:29.244

And


765

00:36:30.524 --> 00:36:34.184

so the transformations we're going through as a firm from a lot of


766

00:36:34.224 --> 00:36:37.384

different angles is just exciting, man.


767

00:36:37.424 --> 00:36:38.464

It's just exciting. And


768

00:36:39.624 --> 00:36:43.494

so I can see out into the distance where I would say,


769

00:36:43.564 --> 00:36:47.264

"You know what? I remember when RSM was X." We always say that, "Well, I remember


770

00:36:47.284 --> 00:36:48.094

when we were this, and now we're this."


771

00:36:48.094 --> 00:36:49.344

That means you've been there way too long.


772

00:36:50.004 --> 00:36:53.234

Yeah. Right? And so I remember we were there, and now we're going to be this other


773

00:36:53.344 --> 00:36:53.874

place, and-


774

00:36:54.204 --> 00:36:54.254

Yeah


775

00:36:54.304 --> 00:36:56.834

... we continue to grow and I'm just


776

00:36:57.784 --> 00:37:01.344

excited about the trajectory the firm is on-


777

00:37:01.424 --> 00:37:01.564

Yeah


778

00:37:01.584 --> 00:37:05.424

... and in terms of how we continue


779

00:37:05.484 --> 00:37:09.124

to be very compelling to the market that we


780

00:37:09.164 --> 00:37:09.664

penetrate.


781

00:37:09.774 --> 00:37:09.774

Yeah.


782

00:37:09.784 --> 00:37:10.744

That's what I'm excited about.


783

00:37:11.164 --> 00:37:14.524

When you think about your own team and everything you've just discussed and


784

00:37:14.564 --> 00:37:17.954

what you've achieved so far, how


785

00:37:19.004 --> 00:37:20.144

does that make you feel personally?


786

00:37:21.904 --> 00:37:25.264

I'm very


787

00:37:26.044 --> 00:37:29.904

proud of my team. I'm very happy for them


788

00:37:29.964 --> 00:37:33.764

in terms of all the opportunities that they've helped create for


789

00:37:33.824 --> 00:37:36.084

people in the firm, and then including themselves.


790

00:37:36.464 --> 00:37:39.984

I'm very excited and happy about how they


791

00:37:40.044 --> 00:37:43.984

have courageously stepped into a


792

00:37:44.044 --> 00:37:47.004

different way of bringing value to the firm.


793

00:37:47.364 --> 00:37:51.284

I'm very excited about the courage it


794

00:37:51.324 --> 00:37:55.114

took for them to understand that sometimes you need to get


795

00:37:55.164 --> 00:37:58.884

in front of the people you serve. You need to get in


796

00:37:58.964 --> 00:38:02.844

front of them because you're the subject matter expertise, and you actually


797

00:38:02.864 --> 00:38:05.624

know a lot more better for them than they do.


798

00:38:06.124 --> 00:38:06.344

Mm-hmm.


799

00:38:06.364 --> 00:38:10.264

But you've got to courageously step into such a position


800

00:38:10.684 --> 00:38:14.364

and make it so that your value to them is so


801

00:38:14.384 --> 00:38:18.244

compelling that they don't even want to look at you


802

00:38:18.284 --> 00:38:21.894

as an order taker. They know they can't be successful


803

00:38:21.894 --> 00:38:25.074

without you. And so now they're coming to you for your


804

00:38:25.124 --> 00:38:28.804

input, your insight, your suggestions, not just


805

00:38:28.814 --> 00:38:32.734

asking for you to complete a task. That's what I'm excited about,


806

00:38:32.804 --> 00:38:34.464

man, because at some point,


807

00:38:35.983 --> 00:38:39.534

I'm going to be doing something different, or I'm going to retire, or I'm going to


808

00:38:39.584 --> 00:38:42.924

whatever. And I'm going to look back and I'm going to say, "Ty, what you proud of?"


809

00:38:43.124 --> 00:38:47.044

Man, I'm proud that I completely transformed a talent function with extremely


810

00:38:47.084 --> 00:38:50.904

talented people who I know is going to take it yet to another level,


811

00:38:51.204 --> 00:38:51.304

right?


812

00:38:51.344 --> 00:38:51.404

Yeah.


813

00:38:51.464 --> 00:38:52.624

That's what I'm proud about.


814

00:38:52.684 --> 00:38:54.424

Listen, man, I could talk to you forever.


815

00:38:56.024 --> 00:38:57.264

I feel like me and you could talk forever.


816

00:38:57.944 --> 00:38:59.144

But before I let you go,


817

00:38:59.964 --> 00:39:03.924

where can people reach out if they want to say hi to


818

00:39:03.984 --> 00:39:05.914

you personally, and connect with you,


819

00:39:06.944 --> 00:39:08.024

and then we'll say goodbye?


820

00:39:08.524 --> 00:39:12.064

Yeah. So, LinkedIn, Ty Beasley on


821

00:39:12.124 --> 00:39:15.804

LinkedIn, and then email. You can reach out to me via email too,


822

00:39:15.844 --> 00:39:18.004

ty.beasley@rsmus.com.


823

00:39:18.284 --> 00:39:18.404

Yeah.


824

00:39:18.484 --> 00:39:18.933

And I


825

00:39:20.104 --> 00:39:24.014

welcome any conversation and anything you heard here, we can continue on


826

00:39:24.044 --> 00:39:24.834

the conversation.


827

00:39:26.224 --> 00:39:29.764

Any input, perspectives you would like to get in terms of talent


828

00:39:29.864 --> 00:39:32.664

strategy, anything like that, I'm certainly open to it.


829

00:39:32.704 --> 00:39:35.254

Yeah. Well, listen, man, I appreciate you, and


830

00:39:36.684 --> 00:39:37.884

congratulations to the team


831

00:39:38.804 --> 00:39:42.384

so far on the journey. And I think everyone listening


832

00:39:42.444 --> 00:39:45.244

or watching right now can feel the energy and the passion


833

00:39:46.084 --> 00:39:49.324

that you have for the work that you do, and may it


834

00:39:49.364 --> 00:39:50.444

continue. And


835

00:39:51.244 --> 00:39:53.744

I really appreciate you taking the time to share your journey with us.


836

00:39:53.844 --> 00:39:55.844

Thank you for having me, Chris. I really appreciated this.



Chris RaineyComment