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Powered by Instinct - The Secret to Working with Family

The Secret to Working with Family

01/19/23 • 32 min

Powered by Instinct

Working with family is hard. The people you care about most also have the most power to get on your nerves, which means working together can be a LOT!

It doesn’t have to be.

With the right knowledge and understanding of each other’s instinctive strengths, you can work together with the most important people in your life without destroying your relationship — this episode’s guests (and the host) are proof!

In this episode of the Powered by Instinct podcast, our host David Kolbe welcomes Jerry Lujan and Kelley Lujan, a father-daughter duo now working together. Jerry is the CEO of Elevation 180, and Kelley is the Strategic Optimizer there, providing much-needed strengths to work in conjunction with her father. Jerry and Kelley talk with Kolbe CEO David Kolbe, himself no stranger to family businesses, about the benefits of knowing everyone’s MO, why open communication is critical, and how to help a strengths-based family business shine.

It’s possible to strengthen your family business and your family bond at the same time. Take a listen to learn how.
Host: David Kolbe (8273)
Guests-at-a-Glance

💡 Name: Jerry Lujan (6572) and Kelley Lujan (9722)

💡 What they do: Jerry is the CEO of Elevation 180, and Kelley is the Strategic Optimizer at Elevation180.

💡 Company: Elevation180

💡 Noteworthy: Jerry and Kelley are a dynamic father-daughter duo running a family business together.

💡 Where to find them: Jerry's LinkedIn | Kelley's LinkedIn

Key Insights

Kolbe is beneficial for business relationships. Knowing your Kolbe Index helps you understand other people and lean into your instincts. Jerry says, "It fits my lifelong dream of bringing Kelley into the business with me and working together. And I'd have to say that it saved our business relationship. Obviously, it didn't have any impact on our personal relationship, but knowing each other so well was key to being able to talk about getting in the right lane or getting in the right position to be able to have the energy to play at the highest level."

Establish clear boundaries. Setting boundaries is vital for making a family business work. Kelley says, "We initiated some guidelines off the bat that in front of clients and at work, he's Jerry, and at home, he's still Dad. And we try and separate those two. But I would say, within the first month of working with each other, we were in Florida with a client. When we left, I was asking him for some advice, and we're talking back and forth, and he answered me very directly and how a boss would answer a new employee. I broke down because I was speaking from past experience and wanting him to mentor me as a dad. And we completely crossed paths when that happened. And I don't think he realized at first why I was breaking down, and I didn't have the words to explain. [...] And since we had that conversation, it hasn't happened again, and we've moved forward so strong, knowing each other really well, and having these tools like Kolbe to balance off."

Self-awareness is key. Developing self-awareness allows you to play to your strengths and build a healthy work relationship. Kelley says, "I think having that self-awareness is driving him so much further because I'm also involved in other companies that have high entrepreneurs — with high quick starts as well — and it's not the same. I think that self-awareness goes so incredibly far when you really take it and not just pre

***
Find the freedom to be yourself by taking the Kolbe ATM Index or The Student Aptitude Quiz for the youth in your life.

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Working with family is hard. The people you care about most also have the most power to get on your nerves, which means working together can be a LOT!

It doesn’t have to be.

With the right knowledge and understanding of each other’s instinctive strengths, you can work together with the most important people in your life without destroying your relationship — this episode’s guests (and the host) are proof!

In this episode of the Powered by Instinct podcast, our host David Kolbe welcomes Jerry Lujan and Kelley Lujan, a father-daughter duo now working together. Jerry is the CEO of Elevation 180, and Kelley is the Strategic Optimizer there, providing much-needed strengths to work in conjunction with her father. Jerry and Kelley talk with Kolbe CEO David Kolbe, himself no stranger to family businesses, about the benefits of knowing everyone’s MO, why open communication is critical, and how to help a strengths-based family business shine.

It’s possible to strengthen your family business and your family bond at the same time. Take a listen to learn how.
Host: David Kolbe (8273)
Guests-at-a-Glance

💡 Name: Jerry Lujan (6572) and Kelley Lujan (9722)

💡 What they do: Jerry is the CEO of Elevation 180, and Kelley is the Strategic Optimizer at Elevation180.

💡 Company: Elevation180

💡 Noteworthy: Jerry and Kelley are a dynamic father-daughter duo running a family business together.

💡 Where to find them: Jerry's LinkedIn | Kelley's LinkedIn

Key Insights

Kolbe is beneficial for business relationships. Knowing your Kolbe Index helps you understand other people and lean into your instincts. Jerry says, "It fits my lifelong dream of bringing Kelley into the business with me and working together. And I'd have to say that it saved our business relationship. Obviously, it didn't have any impact on our personal relationship, but knowing each other so well was key to being able to talk about getting in the right lane or getting in the right position to be able to have the energy to play at the highest level."

Establish clear boundaries. Setting boundaries is vital for making a family business work. Kelley says, "We initiated some guidelines off the bat that in front of clients and at work, he's Jerry, and at home, he's still Dad. And we try and separate those two. But I would say, within the first month of working with each other, we were in Florida with a client. When we left, I was asking him for some advice, and we're talking back and forth, and he answered me very directly and how a boss would answer a new employee. I broke down because I was speaking from past experience and wanting him to mentor me as a dad. And we completely crossed paths when that happened. And I don't think he realized at first why I was breaking down, and I didn't have the words to explain. [...] And since we had that conversation, it hasn't happened again, and we've moved forward so strong, knowing each other really well, and having these tools like Kolbe to balance off."

Self-awareness is key. Developing self-awareness allows you to play to your strengths and build a healthy work relationship. Kelley says, "I think having that self-awareness is driving him so much further because I'm also involved in other companies that have high entrepreneurs — with high quick starts as well — and it's not the same. I think that self-awareness goes so incredibly far when you really take it and not just pre

***
Find the freedom to be yourself by taking the Kolbe ATM Index or The Student Aptitude Quiz for the youth in your life.

Previous Episode

undefined - The Power of Strengths-Based Coaching

The Power of Strengths-Based Coaching

Strengths-based coaching can have an incredible impact for companies of all sizes and across various industries. When businesses commit to the people part of their organization, amazing results follow.

Great strengths-based coaching requires expertise on instinctive strengths as well as expertise in coaching. It’s essential to know how to create buy-in from the top down, and to create a safe environment that allows individuals that show resistance to ask questions and eliminate doubts so the entire team can commit to increasing productivity, lowering stress, and improving collaboration.

In this episode of Powered by Instinct, our guest is Jessica Harrington, Executive Business Coach at Carson Coaching. Jessica is a Kolbe CertifiedTM Consultant and recipient of the 2022 Kolbe Professional Award. If you’re interested in developing as a strengths-based leader, you don’t want to miss this one!
Host: David Kolbe (8273)

Guest-at-a-Glance

💡 Name: Jessica Harrington (7823)

💡 What she does: Jessica is Executive Business Coach at Carson Coaching.

💡 Company: Carson Coaching

💡 Noteworthy: Jessica was recently awarded the 2022 Kolbe Professional Award for being an outstanding Kolbe Certified Consultant.

💡 Where to find Jessica: LinkedIn

Podcast Insights

Some people are hesitant to take an assessment. Therefore, a consultant's job is to create a safe environment and help those individuals share their doubts and ask questions. ''I was matched with a team of ten people, and one of them was resistant to what they would consider an assessment index. And so, luckily, we had the opportunity — I feel it's important to do this, especially given that I work with smaller teams — to have one-on-ones before I went out there and met with the group in-person. And so, that opportunity was pivotal in their understanding of the difference that Kolbe brings to the table versus other experiences they had. It was a great foundation for us to have a great meeting to the point where that person sent an email after I left and thanked us for that opportunity.''

Kolbe helps team members embrace and make the most of each other's differences, whether it is a new team or a group of people who have been working together for decades. As a result, people can define their strengths and accept that these may differ from their colleagues' strengths. Moreover, if used correctly, these differences will lead to positive outcomes, primarily in finance. ''And so, let's celebrate this. It is a huge opportunity for you to specialize here and there, to shine a light on it in a different way, and say there's a middle road that we have to take, especially in an industry that's so focused on compliance and doing certain things a certain way.''

Kolbe is an excellent hiring tool, but it can also help you eliminate obstacles that prevent your team from delivering desired results. So again, it is up to Kolbe consultants to show how the assessment can be a game changer in a given work environment. ''Kolbe gets brought in when a lot is going on and in [the case of] some strife or dysfunction. And so, first, [we] let them know we're here as a positive reinforcement. At the least, we're going to give you better language to communicate with each other.'

***
Find the freedom to be yourself by taking the Kolbe ATM Index or The Student Aptitude Quiz for the youth in your life.

Next Episode

undefined - Kolbe Leadership Reacts to Gallup’s Employee Engagement Survey

Kolbe Leadership Reacts to Gallup’s Employee Engagement Survey

Gallup’s employee engagement survey is out, and the numbers are down again. Less than 1/3 of American workers are actively engaged, and 18% are actively DISENGAGED.

More and more individuals are either quietly quitting their job or worse. Fortunately, there’s a missing link to engagement that can help both companies and employees find a better path forward.

In this episode of Powered by Instinct, David Kolbe and Amy Bruske, react to the Gallup poll and offer their insights. They discuss:

  • The downward trend of employee disengagement
  • Why leaders are in pain, too
  • The biggest reasons for concerns
  • The role remote work plays in engagement
  • How Kolbe helps companies and employees connect
  • The two questions every manager needs to ask their team
  • Minor changes you can implement to make a massive difference

Hosts: Amy Bruske (3583) and David Kolbe (8273)

Key Insights

Leaders are disengaged, too. So, taking care of them is vital. Amy says, "I think we need to talk about the employees, but I also want to touch base a little bit on leaders because they are burnt out. And the Gallup survey that came out some time in late 2022 — I think it was right around October or November — was showing that only one in three leaders are engaged."

Companies need to embrace employee strengths. No amount of perks and parties will replace the need for workers to use their instinctive strengths in their daily role. Amy says, "People who absolutely love their jobs — and yes, I'm going to use the word love — love their job like it's a fit. In order for it to be a fit, it has to fit you in all three parts of the mind, which we can talk about in a minute. But those are the people that tend to be more engaged, and they want to stick around."

Kolbe helps you ask the right questions. One suggested solution to disengagement is to make sure managers talk more 1-on-1 with employees. But it’s vital you know what to ask. "One of the things that's just so simple and straightforward is asking someone, ‘How have you gotten to use your strengths this week?' or ‘What is the one task that you either keep putting off or is causing you the most stress?’ There are some really basic questions. If you haven't had those conversations with people this week, try those out — because it makes a big difference."

Remote workers have a hard time connecting with the company. Remote work has become more common after the pandemic, but is it good for employee engagement? Amy says, "Worker concerns were the clarity of expectations, connection to the mission or the purpose of the company, and then opportunities to learn and grow. I do worry about younger people, younger in their careers. So early in your career, in any environment, how do you have opportunities to learn and grow where you're not getting to just observe some of it through osmosis, that you get some of the learning about how people get things done and solve problems? You're missing that too."

Small things can make a big difference. Motivating your disengaged employees doesn't have to be a huge project. Instead, start small and focus on the little things. Amy says, "For any leaders that are listening right now, it's key to let you know that it's not about massive changes. So we're not talking about having to change everything about someone's role. Just doing one task that causes stress just a little bit differently or reducing the amount of time you work against your grain eve

***
Find the freedom to be yourself by taking the Kolbe ATM Index or The Student Aptitude Quiz for the youth in your life.

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