In this episode of the Lucky 13 podcast, Mike and Josh explore the significance of quarterly leadership gatherings. They delve into how these events contribute to building stronger and more successful teams, reflecting the core theme of People AND Profits. They discuss the carefully curated agenda, including participatory exercises like the "high low buffalo" and mindset check-ins, designed to foster collaboration and knowledge-sharing. Mike and Josh underscore the critical role of meticulous planning and accountability in ensuring that these gatherings serve as catalysts for meaningful development and enhanced team performance, benefiting individuals and the overall team dynamic.

Welcome and catching up (00:00:07) Casual conversation about travel, family, and personal anecdotes.

Family time and unplugging (00:01:19) Discussion about a family trip to Disney, the importance of unplugging, and family dynamics.

Travel updates and son's move (00:02:31) Updates on recent travels to a conference, son's move to Lackland Air Force Base, and family milestones.

Memory lane and basic training (00:03:32) Shared personal experiences related to basic training and reminiscing about past events.

Quarterly community event (00:05:09) Detailed discussion about the purpose and structure of the quarterly community event for sales leaders.

Agenda breakdown and preparation (00:11:15) Exploring the agenda for the event and the importance of preparation for effective participation.

Advisor teaching and IDS process (00:12:24) Explanation of the advisor teaching session and the IDS (Identify, Discuss, Solve) process for problem-solving.

Identifying the problem (00:15:01) Discussion on the importance of identifying the root problem before discussing solutions.

Discussing possible solutions (00:15:46) Exploring different solutions and making decisions on what actions to take.

The checkout process (00:16:46) Explaining the elements of the checkout process and its importance for effective leadership.

Effective meeting agenda (00:18:46) Outlining a quarterly community event agenda and discussing the structure of a productive meeting.