Goal check – 10 tips for staying on track past January

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My son enjoys watching “The Biggest Loser”. I confess I’m not as big a fan as he is, but I enjoy hanging out with him so if he’s into it then I’m game as well. The biggest take away for me so far – I’ve seen the show a half dozen times or so – is how the contestants connect their weight loss success to future success in general. In summary, anything is possible now that they’ve proven they can shed what has literally and figuratively held them back.

Weight has never been a problem for me, but I certainly wrestle with my own demons – mainly in the areas of career and success. I think my personal top three are fear, complacency, and procrastination. I’m afraid of failure and what others think so I don’t always do what I know I should. I rationalize my fears and settle for feeling satisfied with my existing accomplishments. Finally, I set goals to break through the fear and complacency, but procrastinate because the goals force me to revisit what I fear.

Despite the vicious circle I’ve just described I would characterize myself as a content, but driven person. In other words, I’m happy, but definitely not satisfied. With January in the rear view mirror I’m now assessing my 2015 goal progress. I know going in that I’m ahead on some, behind on others, and there are some I haven’t even started. Nevertheless, I’m committed to breaking the vicious cycle and have generated a list of things I know will keep me on track this year. If anything I’ve said resonates with you maybe you’ll also find them helpful.

1) Take small, daily actions

A goal starts by identifying something specific you want to accomplish and ends with achieving that something. For me, it’s what in the middle that really counts. Professionally, I want to write more this year than I ever have in the past. But doing so often makes me uncomfortable. “It’s not good enough,” I tell myself. “I can’t say that. What will people think?” I say. If I don’t write something every day, doing so mysteriously gets harder and harder. Before you know it, a month has gone by and I’ve got nothing to show for it. To stop this, I’m committed to writing something every day. I don’t have to publish as often, but I have to put words on the page. Just write. Some will like it. Some won’t. But that’s OK and I’m sure to get better with practice and feedback.

2) Find accountability

This is like finding a coach. Someone that can be honest with you. Interestingly, I’ve discovered another source of accountability that for me is almost as effective as one-on-one interaction – joining a group activity. I have two such groups – one for fitness and one for faith.

To keep myself on track physically I joined a boot camp class. It meets twice a week and I now know by name at least half a dozen other participants. Maybe it’s just me, but if I miss that class I feel badly because I know, or at least I tell myself I know, that my classmates noticed my absence. I don’t want to be that guy that shows up every once and a while. If I sign up for something I stick to it and I see it through. Joining a group holds me accountable.

My second group is a men’s ministry at my church. “Ironmen” as we call ourselves is based on Proverbs 27:17 – “As iron sharpens iron so one man sharpens another”. We meet every week at 7am for an hour. Because we’re relatively small it’s obvious when someone is not there. Every week I have to fight that little voice in my head trying to convince me to stay in bed and that no one will notice. After many years the voice is now just a whisper and pales in comparison to knowing I will miss out and the disappointment of not being there for someone that may need help.

Whether you find accountability in a friend, your spouse, a personal trainer, or a group, the key is to find it. Nobody gets better entirely on their own.

3) Knock ’em out early

This one comes with the caveat that it’s not possible for everyone. Nevertheless, I think the point is still relevant. The key is to properly set your priorities. Life is complicated for us all and it’s easy to get derailed in the normal coarse of every day life. If I’m going to succeed in completing the daily actions necessary to achieve my goals, it is important to get them done before the inevitable flood of emails, phone calls, and commitments that will postpone and eventually drain me of the energy and focus I need. Further, when I do check off my daily actions I find an increase in personal productivity that is otherwise not present. Clearly this caffeine like boost is generated by the satisfaction of having taken one more step toward the finish line.

4) Celebrate small victories

Each year I participate in an endurance bicycle ride called the “Six Gap”. The name refers to six mountain peaks that make this ride as much a mental test as it is physical. All told, the ride requires over 12,000 ft. of climbing to complete the 105-mile coarse. In previous years I finished the ride questioning why in the world I put myself through the pain I had just endured. Last year’s ride, however, I was determined to finish with a more positive attitude. I succeeded in “finishing fresh” as I dubbed it by training smarter and rewarding myself for completing milestones along the way. For example, I established a regimen of group training rides. Riding with a group held me accountable (see item 2 above) because I knew if I missed one of those rides I would not be able to keep up on the next one. Next, I celebrated each training ride, which usually consisted of eating something I normally wouldn’t come near without knowing I had just burned some serious calories. There were often golden arches involved. Finally, on race day I decided to ride my race – not comparing myself or trying to keep up with other riders – and mentally celebrate each of the six summits. By the end of the ride I had completed six smaller rides and felt amazing at the finish. Post script. This new strategy shaved over an hour and a half off of my previous year’s ride time.

What I’ve learned is that there is a lot of truth to “It’s about progress, not perfection.” Do the best you can everyday and reward even the smallest step forward.

5) Don’t beat yourself up

One of my favorite recent reads is Dr. Brene Brown’s, “Daring Greatly”. In it she discusses how we all live with what she terms – and I’m paraphrasing – a sense of scarcity. This is the feeling that we’re not good enough, thin enough, smart enough, rich enough, etc. And intuitively you might believe that the opposite of scarcity is abundance, but it’s not says Dr. Brown, it’s “enough”. Getting comfortable with “enough” – I am good enough, thin enough, etc. – won’t eliminate the sense of scarcity, but helps effectively deal with those inevitable feelings. My take on this is that we’re all hard wired to beat ourselves up, but understanding and accepting our nature will result in a more productive response.

I agree with the phrase, “If you’re not failing you’re just not trying hard enough.” If you’re trying to grow and improve you will fail. Just don’t allow those failures to define you and move on.

6) Pivot when necessary

The pivot is a term used frequently in the start up world. It means that despite what you thought about your business model and go to market strategy during development, your customers (or lack thereof), vendors, competitors, and other stakeholders may dictate that your organization take another path or fail. Pivots are an unavoidable reality in the business world as there are realities that you simply cannot foresee until you begin to execute. And managing the pivot is an integral part of the execution process.

In one of my recent ventures we made several discoveries along the way that required pivots. From pricing to features and marketing to sales, the need to pivot materialized on multiple occasions. Ultimately we had a successful exit, but without the pivots the acquisition would have never happened.

The best-laid plans will inevitable have flaws. Recognizing them and changing coarse is critical to reaching a positive outcome.

7) Don’t make excuses or complain

As a father of two boys – 11 and 13 – this one is especially relevant in my household. But as I field the excuses and complaints I have to remind myself that I’ve been there as well. In my experience, I made excuses and/or complaints and used them as reasons for not doing what I should have done. If I’m honest, however, I simply didn’t do it and I need to own that fact. With my kids it’s often, “I didn’t get my homework done because…” or “I didn’t do as well on that test as I could have because…” With me it’s pretty much the same thing, but replace homework and test with “presentation”, “report”, “client calls”, “workout”, “writing”, you name it.

What I’ve learned is that in virtually every case I could have changed the outcome. Making excuses and complaining doesn’t help me get better. Owning my mistakes and making the necessary changes so I don’t make them twice helps me improve and makes me generally more fun to be around.

8) If they don’t fit, you’re going to quit

Most goals are intended to change the way you live. That said, they have to fit your life in order to stick and achieve the intended change. For example, I cannot work out in the evenings or early morning because I have a family. I am not willing to give up that time and frankly it would be selfish of me to do so. To address this, I found a boot camp class that meets at lunch. Next, writing is not what I get paid to do so if I am committed to it, which I am, I have to see where it can fit. As an entrepreneur I have the autonomy and flexibility to move things around and make it work. I think the key here is to make sure the goals you’re setting don’t conflict with other areas of your life that are also important. Constantly feeling guilty about the pursuit of your goals is no way to enjoy the journey.

9) Write things down

This is one that I’ve often taken for granted and is surprisingly powerful. I think most of us make lists. As I get older I find them critical. At the same time I notice that I conveniently eliminate things from my list that I know should be there. This way I don’t have to look at the list at the end of the day and have that uncompleted item staring me in the face like I do my kids when they don’t do their chores. Here’s the thing. Guilt can be good. What I’ve learned is that the more I write things down the more I get things done. Even if it stares at me one day I’m more likely to get back on track the next.

10) Avoid situations that lead to set backs

We all have our triggers. A key one for me is allowing the day to consume me before completing certain tasks related to accomplishing my goals. Whatever yours may be it’s important to avoid them so they don’t derail you.

I’m a firm believer is setting goals. It’s fun to envision being, doing, and having the things I’ve set my sights on. The honeymoon is short-lived, however, once daily life and old habits find their way back into my routine. The tips above, writing them down and publishing them is a physical manifestation of my commitment to achieving my goals. I hope the list is also helpful for you and I welcome both your feedback as well as any additional tips you’ve found along the way.

Thank you!

The one career move guaranteed to change your life and set you apart.

the-road-less-traveled

I’ll make a bet with you. Whatever it is you’re doing right now professionally, I’ll wager you can look back and attribute to one decision.

The story of my career path includes countless decisions, relationships, supporting actors, and uncontrollable outside influences. Surely yours does as well. Nevertheless, I can say with confidence that what I am doing right now hinged on one choice. I’ve certainly made some blunders, but thankfully in this one critical case, I think I chose well. Now, anyone making professional choices for twenty-five years in both corporate and entrepreneurial arenas as I have ought to be able to offer at least one piece of advice to others. I can honestly say I’ve got one – yes, one – that’s guaranteed to brighten your future. I firmly believe it has no legitimate downside and will enrich your life and career forever. You’ll even be more interesting and unique at cocktail parties and networking events.

Full disclosure, the advice I am about to submit is best suited for professionals within the first 10 years of their career. This post is focused on a career choice so while I think doing what I am about to propose will enhance anyone’s life in general I am compelled to make this disclosure because doing so later in your career is simply more complicated.

Hopefully I’ve created some anticipation and interest. First, however, a short back-story is necessary for context. Please bear with me. I will also provide a few tips along the way that you may find helpful.

After undergrad I went into banking and spent three years as a commercial lender. This was back in the mid nineties when banks had legit training programs for managers. Often referred to as mini-MBAs, these training programs where highly sought after. In my training class alone were kids from Penn, University of Chicago, Georgetown and other top tier schools. Just to be included gave me a sense that my career was on the right path.

Beginning around the two-year mark many of my colleagues began to leave the bank. Primary destinations included business school or being hired away by a client. I stuck around. I was a couple years older than my peers (for reasons discussed in a previous post, “Wake Up Everyday…Twice) and therefore anxious to catch up. I reasoned staying while others left to get an MBA would give me that chance. If I wanted an MBA one day I could go back part time and continue to climb the corporate ladder in parallel.

Then one day an opportunity landed in my lap that seemed to come from left field. I got a call from a recruiter asking me if was interested in working for a multinational mining company with a local wholly owned affiliate. I was happy where I was and had not sent out any CVs so my first question was, “How did you get my name?” Turns out my boss’s boss (he was recently rifted from the bank and working with said recruiter to find a new job) had recommended me. Why did he pass up the opportunity? The job was mid-level and too junior for him, but he thought it a good fit for me.

Tip: Developing relationships beyond the scope of your current role can be critical to your career. I shared an interest in running and golf with this individual so I had the opportunity to interact with him even though my job rarely put us in the same room. The process can be tricky politically, but it’s a good practice if you can manage it. You never know who’s watching or who will impact the trajectory of your career.

After interviewing with the company on several occasions I decided to make the jump.

Tip: Starting off your career with a well recognized brand known for investing a ton in training can pay big dividends when making your next move. In my case, I was able to leverage the opportunity cost of leaving a large organization with more perceived avenues for growth into a larger salary and perks.

Many of my friends and family thought I was crazy to leave one of the biggest banks in the world for some unknown company from questionable origins. But I had done my homework and had a gut feeling. Not to mention they doubled my salary and provided me a company car.

It would be four and a half years before the “big choice” presented itself, but in the meantime I had a great run. The company was based in Chile and my boss was from there. He quickly became a mentor and remains so to this day. Since our office reported to headquarters in Santiago I was frequently exposed to Spanish and their way of doing business. I noticed my other US colleagues were not embracing the language and culture. I didn’t understand why, but I began to soak it up like a sponge. Eventually taking notice, my boss offered to pay for a Spanish tutor to come to the office and help me learn the language. In addition, while it was not necessary for my job I was offered the opportunity to travel to Chile on several occasions for a deeper dive into the company’s operations.

Tip: Take the initiative to learn things beyond the scope of your job description. They’ll get you noticed and put you in position for opportunities you may not foresee.

Despite my rise through the ranks I perceived the real growth was reserved for associates from headquarters. During my tenure many came to work in the US and returned to Chile with a feather in their cap for having worked abroad. I began to sense I would soon reach a ceiling beyond which I could not climb and wonder whether I made the wrong choice in leaving the bank? Around this time I decided to return to school and get that MBA. By that time my salary and benefits were too strong to go back full time. I discussed it with my superiors and they agreed I could do both – work and go to school.

Tip: Options are good and education is a great way to create them.

Tip: While it’s not for everyone, getting an MBA while working facilitates reinforcement and enables real time implementation of what you’re learning.

As I worked and advanced through my studies, I began to ponder my next move. The challenge facing me was that I would be the same person both before and after graduation. Obvious I know, but the challenge for your employer to immediately promote you because you just got an MBA is real. So, staying with my company seemed a less than ideal prospect as it would limit the upside of my newly minted MBA status. I decided to discuss my future with my superiors. In summary, I let them know that I was interested in a position of greater responsibility and higher salary. Having hit the growth ceiling of the US affiliate my assumption was our association was about to come to an end. I came to grips with this before my conversation and did so well in advance of my graduation so I could begin to explore other options.

A few weeks passed and my superior requested a meeting. I was nervous entering that meeting because I assumed I would be let go. On good terms of course, but let go nonetheless. I had no idea a life-changing event was about to occur.

The mentor I mentioned earlier had returned to Chile a few months prior and I had little interaction with him since his departure. So I was surprised to hear his voice on speakerphone as the meeting began.

Mentor: Hola Frederick

Me: Hola

Mentor: How are you? (I was still learning Spanish and our conversations often started there but evolved into English…especially when discussing important topics)

Me: I’m great. Surprised to hear your voice. How are things back in Chile?

Mentor: I am happy to be home. The family is great but we do miss some things about the US.

Me: Really, what are those? I can send you a package anytime.

Mentor: Well, I’d rather you bring them in person.

(I began to get the sense that something big was about to happen.)

Me: Really? Anytime.

Mentor: Well, we’ve discussed it here and I’d like you to come and work for me in Chile.

(I was silent for what seemed like an eternity as I absorbed what he just said. Finally, I spoke)

Me: Are you serious! That’s amazing! I would love to do that. Yes.

And just like that, I made a huge life choice. Maybe it was premature of me to immediately say yes considering I was married, she was pregnant, and enjoying her own career a great deal. Yes, definitely premature, but once again I had a gut feeling she would be as excited as I was.

The meeting went on for a while as we discussed the finer points of the position, but there you have it. The one career move that impacted everything thereafter. I chose to become an expat and move to Chile. I know it took me a while to get here, but please read on even though you now know the answer. Plus, you still don’t knowwhy I think it’s guaranteed to change your life and set you apart.

Thankfully, my wife was in fact as excited as I was about the move. She could focus on our new baby for a while and soak in everything Chile had to offer.

We received mixed reactions from our friends and family. We sensed a combination of excitement and concern regarding our move to what some considered a third world country. As we, and they eventually found out when they came to visit, Chile is an incredible country that offers something for everyone.

My wife and I spent two and a half incredible years in Chile, had two children, learned Spanish, and traveled throughout Chile and the world. Hands down, deciding to live and work abroad was the best professional decision I ever made. The experience has impacted virtually every aspect of our lives for the better. Our horizons, in a word, broadened.

One of the things you quickly learn as an expat is that other expats are drawn to you. In no time, we had new friends from Holland, New Zealand, Australia, Norway, and Belgium to name a few. Throw in our many new Chilean friends and new perspectives, foods, sports, languages, and ways of relating to one another pleasantly overwhelmed us. We’ve maintained many of those relationships and traveled to see them on numerous occasions.

Oh yeah, I forgot to mention the financial rewards. Expat packages are typically lucrative. Coming from the US to a country like Chile instantly increased our standard of living. At the same time, we were able to save more and build a nest egg for our eventual return stateside.

Some Data: According to justlanded.com, less that 1% of highly skilled American workers live abroad as expats. This is compared to over 12% in the UK.

I know as Americans we are extremely fortunate and believe as I do that we live in the greatest country on earth. But it is important to recognize, especially in our global economy, that professionals in other countries often perceive this as arrogance. Humility is an important virtue both personally and professionally. Living and working abroad with a humble attitude creates learning opportunities that simply do not exist in your home country. And when you get back home you will be better equipped than your peers to navigate the diverse work force realities resulting from our interconnected world.

More Data: According to the latest data available from the Bureau of Economic Analysis, employment in the United States by majority-owned U.S. affiliates of foreign MNCs rose 3.3 percent, to 5.6 million workers, in 2011, a rate of increase higher than the 1.8 percent increase in total U.S. private-industry employment in 2011.

In summary, employment in the US by foreign affiliates is growing faster than the rate for US companies. There are multiple routes to an expat assignment. Working for an MNC was my route and the data show the opportunities are growing.

Conclusion:

The way I look at it, career paths don’t have to be paths at all. Paths are routes taken by so many before you that the way is clearly marked. I prefer career blazer. Step off the path and chart your own course. Go live and work in another country.I guarantee it will change your life and set you apart. Don’t take my word for it. Listen to Robert Frost. “Two roads diverged in a wood, and I – I took the one less traveled by, and that has made all the difference.”

Thanks for reading!

Show up…especially when you don’t want to.

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My two boys enjoy playing soccer. After each practice and game they are upbeat and happy. However, you would have never predicted this harmonious scene had you witnessed the melee in our household only hours before. Just the mention of having to get ready for practice or that they have a game later in the day will often produce an eruption of complaints and negativity usually resulting in raised voices and threats of consequences.

Upon further reflection I realize that I often act the same way. My conduct may not manifest itself the same way it does in my pre-pubescent children, but I often do complain about things I have to do or should do and then wind up enjoying myself. Stranger still, I know deep down even in the midst of complaining that I will in fact enjoy the very thing I’m complaining about! What? That makes no sense. But it’s true.

Why do we complain about things we know will be good for us? Think about that little voice in your head telling you…

“It will be OK to miss your pre-work run this morning. Just this once. The next 45 minutes in bed are just too precious.” This happens all the time even though I know I will feel better and have a more productive day if I get my butt out of bed and go.

“Don’t worry about making that next cold call. They’re going to reject you just like the last one did.” Maybe so, but I will be one more no closer to yes.

“There are not going to be any good leads at that networking event tonight anyway.” Even if that happens to be the case, I will have an opportunity to practice and be better prepared when the lead of a lifetime shows up.

“Getting up at 6:00am for that small group meeting just isn’t worth it.” But every previous meeting has been so great. My relationship with the group grows stronger each week and I don’t want to let them down by not being there.

“Putting off that project another day is no big deal.” It’s a huge deal. Life will invariably throw a curve ball and complicate what you thought would be time available to get it done. Do it now and get it done right.

I could keep going, but I think you get the picture. That little voice is hell bent on my destruction. I can’t seem to turn it off, but I certainly can choose whether or not to listen. Better yet, I know not listening will yield a feeling of accomplishment, a sense peace, and long-term results. Yet the complaining continues.

I’ve learned that overcoming these moments are especially critical to getting the results I really want in any area of my life. It’s easy to do what you need to do when conditions fit your mood and schedule. It’s a different story all together when the world is conspiring against you. It’s raining. I’m tired. The kids are behaving badly. My boss is a jerk. This job is beneath me. That customer is too demanding. This situation intimidates me. I’m scared. I’m embarrassed. It’s here where we should show up anyway and when we do we are stronger as a result. Better equipped to tell that little voice to shut up and do what you gotta do.

Everyone has heard the Woody Allen quote, “Eighty percent of success is showing up.” But I confess that I did not know the context until writing this post. A NY Times columnist asked Mr. Allen about the quote in 1989. Mr. Allen responded, “My observation was that once a person actually completed a play or a novel, he was well on his way to getting it produced or published, as opposed to a vast majority of people who tell me their ambition is to write, but who strike out on the very first level and indeed never write the play or book.”

This resonates with me on so many levels. Getting past the first level requires showing up when you don’t want to. Gyms are packed in January and attendance steadily drops as the year progresses. Whether it’s the showing up at the gym, for your team or boss at the office, for your spouse and kids at home, for your friends, or those in need in your community. Kick some apathy and show up…especially when you don’t want to.

Success is not enough.

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In his best selling book David and Goliath, Malcolm Gladwell argues, “It’s not just how smart you are, but how smart you feel.” So convincing and thought provoking was his argument that upon further reflection I submit the notion has applications beyond intelligence.

I had a hard time coming up with a title for this post. What I mean by “success is not enough” is that being successful and feeling successful are two different things. More specifically, if you’re successful without feeling it, what’s the point?

I know this to be true in my own life. Some of the most anxiety filled seasons of my life have also been the most “successful”. It was not until I learned to feel successful that I actually began to enjoy my success.

Very early in my career I adopted a habit of setting goals. I was taught that in order to achieve whatever it is you want to be, do, and have you had to set goals and they had to be specific. Having just experienced the most profound failure in my life (see my earlier post, “Wake up everyday…twice”) I was eager to develop more positive behaviors that would put me on the path to success. I embraced goal setting with a passion.

I became such a habitual goal setter that I had everything mapped out. The sales job I had made it easy. I detailed exactly how many units I wanted to sell each month and the profitability I wanted to earn on each of those units.

But what was my end game? With youth and little life experience as my guides I decided to pursue money and things. The natural by products of which, I assured myself, would be success and happiness. I first set my sights on a BMW. I promptly “earned” the car and moved on to my next toy, a boat. I lived in a place surrounded by water so a boat seemed a practical reward for my hard work. I quickly achieved that goal as well. My arrogance (sounds harsh I know, but it was) didn’t stop there. Shortly after I purchased these toys I bought a vanity license place that said “Goal No.1” and I put a trailer hitch on that BMW so I could tow my boat around. What was I thinking!

In hindsight I realize that my pursuits had nothing to do with the accomplishment of any meaningful aim or purpose. On the contrary, it had everything to do with the story I made up in my mind that others would see me as a success because I had those things. It was also about making others feel inferior when in fact it was I that was compensating for my own feelings of inferiority. I succeeded in accomplishing an objective, but I did not feel successful. Far from it.

I’ve gotten better, but I still struggle with success. Striving for the book definition of success is a fool’s errand. Nevertheless, I continue to catch myself wanting to accumulate things while neglecting what really matters.

What I propose is that despite the fact there is no mention of happiness in the definition of success, there should be. And while I think we all know success and happiness don’t always go hand in hand, there is usually an assumption they do until we see evidence to the contrary. So until the assumption disappears, success should encompass the notion that achieving it goes beyond the simple attainment of a goal or objective to a state of being or at least the accomplishment of something meaningful or fulfilling.

Zig Ziglar is credited with saying, “your attitude will determine your altitude”. I think that’s a great quote and I would like to make a small, but I believe important addition. Specifically, GRATITUDE determines your attitude, which THEN determines your altitude. It all starts with Gratitude.

Without gratitude your attitude suffers. Our ability to appreciate the simple things, be content, and enlist others in our efforts to achieve a common goal is materially diminished. The world conspires to assist you when you start with gratitude. Gratitude trumps worry, improves effectiveness, breeds creativity/innovation, and builds networks. And as we all know, confidence, effectiveness, creativity, innovation, and networks are fundamental to both individual and organizational success.

My own business and personal experience have proven these thoughts to be true, but I am grateful for a large and growing body of scientific evidence validating these concepts. Just a couple examples that are fresh in my mind and took a even a slow reader like me only a few hours to devour are “How Full is Your Bucket” by Tom Rath and Ph.D. Donald O. Clifton and “Give and Take” by Adam M. Grant.

If you’re reading this there is a strong likelihood that you’re already successful. But do you feel it?

If you enjoyed this, please feel free to follow me here and on twitter at @FrederickMarx. Also, please share your feedback. I’m a work in progress and want to get better.

Wake up everyday…twice.

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I was a mediocre student. It doesn’t bother me to share that with you now, but it used to be a significant source of shame.

It started in high school and it wasn’t that I didn’t care. I just cared about the wrong things. Fun was my favorite subject and studying just wasn’t part of the equation. Many of my friends went on to top schools and despite my grades I did OK. You’re not likely to find my alma mater at the top of any ranking, but the school produces countless successful graduates. In fact, virtually all my friends have done very well.

Once in college I continued my high school routine, but with more zeal and quickly landed on academic probation. Neither of my parents had gone to college (my father went back to school and graduated after I eventually did) nor did my brother or sister. I think their love for me and desire to see me have the college experience prolonged their patience with my poor performance. I even got good at staying just above the acceptable academic threshold by strategically taking easy courses. This, sadly, was not sustainable.

I had no idea it was coming, but I was about to “wake up” for the first time in my adult life.

It was my 22nd birthday and I was home visiting my parents during winter break. I was in my room over the garage. I heard a knock at my door. “Come in”, I said. A crescendo of footsteps followed and I saw my mother emerge from the staircase holding a letter. I deduced the letter she held was only recently retrieved from the day’s post and it pertained to me. What happened next changed the course of my life.

Mom read the letter aloud. “Effective immediately, Frederick A. Marx, III (that’s me) is academically suspended for a period of one calendar year.” I was the source of disappointment on previous occasions to be sure, but never like this. While I’m sure I had my own thoughts and feelings about what I’d just heard, what I remember most was translating mom’s tone, body language, and general demeanor. Heart broken.

I’d never seen that level of disappointment and it hit me like a Mike Tyson body shot. It took my breath away. The story I told myself was that everything my parents had struggled to provide me was for nothing. As a parent I now feel even worse about that evening so many years ago. I’m sure I’m no different than most parents when I play my child’s future like a movie in my mind. We analyze our actions, behavior, and decisions and wonder how they’ll impact the movie. Sometimes the movie has a not so Hollywood ending. And while this can be a source of concern we assure ourselves they’ll turn out fine despite our poor example. Well, in my case, my mom’s less than Hollywood ending for me actually came true!

I do not recall my thoughts while chasing sleep that night. In contrast, I vividly remember two new themes that dominated my newfound existence. One. My parents looked at me differently. Once possibility personified, I had been relegated to more realistic expectations. A future characterized by mediocrity and unmet potential. Two. I looked at myself differently. Profoundly moved by theme one, my life’s mission materialized like a sunrise. I had to reverse theme one.

I woke up.

Within a couple weeks I had a sales job and was top salesman my first month. I continued in sales for three years and immediately returned to school, this time on my own dime. Since I had wasted so much time the first time around I basically had to start over. Didn’t matter though. I was hungry and would not be discouraged. I took a heavy course load every semester, continued through the summer and graduated in two years. My GPA…3.6. I worked several jobs at the same time and participated in every extracurricular activity I could find.

I could continue, but I think I’ve made my point and you are free to check my Linked In profile. I’ve done OK for a flunky. Check that, I’ve done great BECAUSE I flunked. If I could go back would I change anything? Maybe, but I am forever thankful for my wake up moment. To this day, I wake up twice every morning. By the grace of God my eyes open, but then it’s up to me. I may get “drowsy” from time to time, but I’m committed never to fall “asleep” again.

I owe any success I’ve enjoyed to waking up twice. In business and in my personal life I have to question every day what I may be oblivious to. Things, people, and events right before my eyes that I might be ignoring because I want to be right, comfortable, or look good. Do you wake up twice? Do you need to?

Never failed? That’s a failure.

Failure Image

I recently bumped into an acquaintance of mine I see about every quarter. Let’s call him Bob. By any traditional measure Bob is very successful. He’s been married only once to my knowledge, has raised quality kids, has a thriving commercial real estate business, and now races cars professionally. When I first met Bob several years ago he struck me as someone that I would like to get to know better. He was successful then, seemed to have it together, and so I was drawn to him in a friendship sort of way. I try to surround myself with other solid male influences and he fit the bill.

After talking to Bob for just a few minutes it was clear that he was not interested in adding me to his list of friends. He wasn’t rude in any way. However, his one word responses to my questions and “I’m not really interested in talking to you” body language ended our conversation pretty quickly.

After that initial meeting I was compelled to discuss my Bob encounter with a friend of mine who I knew was familiar with him. Before I could even finish my summary, my friend interrupted and said that Bob was just “hard to get to know.” I took in what he said and just moved on. From time to time Bob and I would see each other and we’d cordially say hello and that was about it.

Before I knew it, several years passed and I bumped into Bob again – this time with my wife. Strangely, Bob was in a talkative mood and unlike any of our previous meetings, he engaged us. We began to have an actual conversation. For some reason he opened up. Maybe because my wife was with me and he had not met her before. Nevertheless, we had about a 15 minute conversation with Bob doing most of the talking.

Bob was affable that day and he took the time to share sound bytes about what was going on with him and his family. While I cannot recall the exact exchange in its entirety, Bob did say one thing that struck me…so much so that I’m writing about it now. Specifically, early in the conversation Bob said that he’d never failed. He literally said, “I’ve never failed.” Then he said something along the lines of, “It’s neither good nor bad. It just is what it is.” Following his matter of fact preamble, Bob went on to share a number of other things. But I could not stop thinking about the “I’ve never failed” comment.

Once again, this is a very successful guy, both professionally and by all appearances personally as well. Bob should be well aware of what failure is and whether or not he’s experienced it. But I was left thinking, “How could that be possible?” How could anyone reach middle age and never fail? Further, this seemed to be a contradiction because I know Bob from church! Isn’t the basic premise that we are all failures?

As a veteran entrepreneur, for many years I embraced the “failure is not an option” mantra. What I’ve learned over the years, however, is more like “fail small and fail often”. In other words, don’t sink the ship, but leave room for mistakes. Without mistakes, where’s the innovation, the creativity, and stretch goals that fuel entrepreneurs on their journey to change the world. Learn from your mistakes and move on stronger and smarter. I know I’ve failed plenty. In ten years as an entrepreneur you could fill a Texas sized white board with my failures. But! Yes, thankfully there is a but. I have learned from each and every one of those mis-steps and can honestly say I’m net on the upside.

I still think about Bob and what he said to me. Despite his success, are Bob, the people close to him, and the world for that matter, worse off because he’s played it safe? Or is Bob a genius for reaching the big leagues without ever having struck out? Am I just rationalizing my failures? Is it actually possible to succeed without ever failing?

Ten Happiness Habits Anyone Can Start Right Now

Last year I was on the brink of bankruptcy. My house was for sale. My wife and I were in counseling and we were living in fear of being sued by multiple parties.

Fast forward. Last week I attended the 2014 Inc. 5000 conference honoring the fastest growing private companies in the United States. The company I founded 10 years ago in my basement ranked #692 on the list with close to 700% growth over the previous three years. A few months prior, another company I co-founded just 18 months ago sold for a 10x multiple on invested capital. On the home front, we are currently under contract to build a new home just down the road from the one we sold. Our legal threats are neutralized and my wife and I are living out the valuable lessons learned in counseling. All is well.

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Life is a series of ups and downs and hopefully we’re around long enough to see many cycles. Depending on how we’re wired we tend to experience these inevitable seasons in our own unique way. I’m confident you probably know your tendencies by now and are able to describe those of people close to you. “He’s a worrier.” “Nothing seems to bother her.” While I’m sure there are many nuances to the behaviors of people during both good and bad times, I suppose most of us fall into the two main camps I just alluded to – glass half full or glass half empty.

Generally, I’m a glass half full person. I tend to believe things are just going to work out. And even if they don’t work out the way I want them to…one door closes and another opens. I’ve learned that my disposition can be dangerous as I may not always be realistic or see the whole picture. To deal with this I enlist those around me to coach and provide perspective. I’ve also learned that I can sometimes be defensive when my views are challenged. I am fully aware of this tendency and have put others on notice to hold me accountable.

Regardless of how we’re wired, I’ve learned we can impact our natural reactions to the ups and downs that come our way. So much of how we experience the world is up to us. It’s our choice. As the old saying goes, we cannot control the hand we’re dealt, but we can surely control how we play it.

By now you’ve probably seen and heard about countless methodologies for achieving happiness. From books, seminars, webinars, web apps, and personal coaches, I am not charting new territory. I’m also not here to challenge these resources. I’ve used them myself with great benefit and many were developed by people smarter and more experienced than myself. That said, I think we can all agree that still the vast majority of people – and I include myself in this category – have a hard time sticking to it. Our natural tendencies take over and we revert to our old habits. I’m sure to a certain degree this will always be the case, but before we resign ourselves to that belief, I would like to add one more methodology to the mix.

I am a list maker. And if the list wasn’t enough to aid my poor memory, I try to structure the list in a way that makes it memorable. Think mnemonics, rhymes, etc. One day several years ago while running and pondering the ups and downs of life I began rattling off two word phrases incorporating the word “up” – show up, lift up, change up. The list went on and on as I was running and I wrote many of them down when I got home (those I could remember). Over the next couple of days I had several pages of these phrases.

Coincidently, not long after I stumbled upon my own personal list of “ups” my alma mater asked me to come and do a talk at the business school. It was then that I structured the list, incorporated my story, and gave it a name – Upology. My own personal branch of science devoted to spending more time up than down. I’m a self proclaimed Upologist. I’ve also condensed the list into the ten core ups that I believe are essential to happiness. At least for me.

After living the list for a couple years I encountered one of the worst “downs” of my life which I briefly described above. This was the true test of the list’s viability. Having weathered the storm and emerged both stronger and happier, the list proved too valuable not to share.

Part I: The Fundamentals
1. Wake up
2. Show up
3. Act up

Part II: The L’s
4. Listen up
5. Lighten up
6. Lift up

Part III: Charge
7. Change up
8. Reach up
9. Never give up

Part IV: Above all else
10. Look up

In a series of posts to follow, I will unpack each of these and what they mean to me. My discovery was that these are decisions we are confronted with every day from the moment our eyes open in the morning until we put our heads on our pillow each night. Decision points. Forks in the road. They are sometimes subtle so you may miss, dismiss, or gloss over them, but they are there.  Once I committed my Upology list to memory the decision points revealed themselves and the choice to go up or down was clear.

A Matter of Life or Death

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“Get busy living or get busy dying.” What a great line. A quote from my favorite movie, Shawshank Redemption, and for me a lot more than just a great line. It’s a mantra for how I TRY to live my life. I’ve got quite a few other movie quotes floating around in my head. “Every man dies, but not every man truly lives” – Braveheart. And from Gladiator, “What you do in life echoes in eternity.” I could go all day. I think men must have a special area of their brains devoted to retaining lines from movies. You never see women at parties competing with other women to see who can best quote Bill Murray in Caddy Shack or Jackie Gleason in Smokey and the Bandit – two of my personal favorites.

What I like most about “Get busy living or get busy dying” is that it’s clear on the alternatives. For example, “Just do it”, a famous Nike tag line isn’t clear about what will happen if you don’t….do it. Maybe things are still okay? There’s no sense of urgency. “Get busy living or get busy dying”, in contrast, is very clear. If you’re not living, you’re dying. This makes things simple for me and I like simple. Not to go off on a tangent, but I also love Patagonia’s tag line, “Live Simply”. More on that in a later post.

So, “Get busy living or get busy dying.”. Let’s unpack this a bit. Everybody lives and everybody dies. We all know this. You’re probably saying, “Great. This guy’s got an amazing grasp of the obvious.” But please stay with me. I think we all get these terms in a literal sense, but I am more interested in the figurative meaning of living and dying. We all get up in the morning. We all eat something, go to the bathroom, and depending on our stage in life we do….things. Some of us go to school. Others go to work. And still some of us stay home. I’m not interested in that kind of living. I wouldn’t characterize that stuff as dying either, but it’s not “living” in the context of this post. The kind of living I’m talking about is more intentional, more focused, and we all know it when we’re doing it. It’s when we’re – and here comes another tag line – being all we can be. Thank you United States Army. Really living is being our best self. For me, this is sometimes – well frequently in fact – a challenging place to get to but I know it when I’m there. I’m there right now. I am completely lost in what I am doing at this moment. Present. I think, at least hope, we’ve all been there at least once in our lives so we’ve got a reference point. That’s the kind of living I’m interested in talking about. More specifically, I want a methodology for helping me, and you, spend more time living and less time dying.

Unpacking further. Dying. This is a word that we don’t necessarily like to spend much time thinking about or dwelling upon. But at least while your reading this, I would like for you to try something. Imagine trying it [dying] on like a blanket. Embrace it. I think it’s hard to really get intimate with living without doing the same with dying. For some reason I often feel comfortable with “dying”. Remember, we’re talking figuratively here. I love my life. I’m talking about the kind of dying that is familiar to us all but we just don’t like to characterize it as such. Sometimes, I like wearing the blanket. I like holding on to it. It keeps me safe. It’s not risky. And I keep telling myself it’s not a big deal. I’m doing okay. But, for me, as soon as I label it as “dying” I am no longer comfortable. I want to get that blanket the heck off of me. And I think that’s where I may find some like-minded folks. We don’t like to call things what they are because it removes any sense of urgency to, well, live. Again, I am talking about the kind of living I described earlier. Not the get yourself out of bed, eat something, go to the bathroom, and do a few things kind of living. I’m talking about the kind of living I am experiencing right now. Whether you like anything I am saying right now or not. I am fully committed. All in. I couldn’t stop if I wanted to. I want to spend more time in this place (i.e. Living) and less time in the other (i.e. dying).

So, “Get busy living or get busy dying.”. What’s it going to be?