Real stories. Proven strategies. Better leadership.

As President & Founder of Core Management Training, Keith shares actionable insights on leadership, sales management, and team motivation through podcast conversations, webinars, and training sessions across industries.

Drawing from extensive experience in pharmaceutical sales and leadership development, these episodes and sessions deliver real-world strategies that work—whether you’re managing a complex sales team, navigating high-pressure targets, or building a motivated workforce.

From industry-specific challenges to universal leadership principles, you’ll find practical tools you can implement immediately.

Whether you listen or watch at work, on your commute, or between meetings, these resources ensure you always walk away with something you can use today.

Real stories. Proven strategies. Better leadership.

As President & Founder of Core Management Training, Keith shares actionable insights on leadership, sales management, and team motivation through podcast conversations, webinars, and training sessions across industries.

Drawing from extensive experience in pharmaceutical sales and leadership development, these episodes and sessions deliver real-world strategies that work—whether you’re managing a complex sales team, navigating high-pressure targets, or building a motivated workforce.

From industry-specific challenges to universal leadership principles, you’ll find practical tools you can implement immediately.

Whether you listen or watch at work, on your commute, or between meetings, these resources ensure you always walk away with something you can use today.

Building Stronger Leaders, One Conversation at a Time

Career Growth and Professional Development

Networking and Proactivity: Advancing in Pharma Sales

Breaking into or advancing within competitive industries requires more than a strong CV. Managers want people who can perform from day one, and professionals who wait for opportunities often get left behind.

The Conversation

We explored how networking beyond your organization can open unexpected doors and why proactive professionals stand out when competition is tough. We also discussed what hiring managers really want: proven performance, clear value, and candidates who can tell their story with confidence.

The Insight

Opportunities follow those who stay connected, continue to develop, and consistently demonstrate results. Networking and initiative are not extras. They are essentials in any fast-moving environment.

The Action

  • Keep your network active before you need it.
  • Prepare 4–6 short stories that highlight wins, setbacks, and lessons learned.
  • Do not wait for someone to notice your potential. Start the conversation.
  • Engage in one-on-one conversations with decision-makers to inform your next steps.


Why do all the medical and pharmaceutical sales jobs require sales experience? And more importantly, how can you get around that? Or show up in the interview and be the one they choose?

Well, today’s guest is a consultant to those hiring managers. Yes, he works with top medical and pharmaceutical companies to train their managers how to hire people. So guess what?

He’s gonna share with us what they’re really looking for behind the scenes and how you can show up in the interview and really impress that hiring manager. If that interests you, you’ll love this show. Have you ever thought about one of those high-paying medical or pharmaceutical sales opportunities?

My name is Mike Hayes. I’ve been hired by some of the best companies. Hey, reach out to me on LinkedIn or go to my website, gethiredinmedicalsales.com.

So guys, I’m so excited today to have Keith Willis. Now, the amazing thing about Keith, he trains pharmaceutical sales reps in their divisions and helps their managers. So Keith has a world of information to share with us and can help us tremendously.

So Keith, welcome.

Thank you, Mike. Really glad to be here.

I hope I did your introduction justice.

Yeah, it was good.

Okay. Well, I can’t wait to peel back the curtain because we’re all trying to get into the pharmaceutical companies, and now you’re actually helping their teams be successful. But before we go into all that, you’ve had a great career in sales and now in your consulting role.

But I want to ask you a question. If you go back to your younger self as a rep, what would you do today to advance your career?

Well, that’s a good question, Mike. What I would have done more of would have been to network. It’s a word that we throw around and we all think that we know what that means.

A lot of us are on LinkedIn. We’ve got a network of people, people that we talk to on a regular basis. But I mean, beyond that, I think it’s not just the companies that you work at knowing people there.

It’s knowing people within the industry, being more involved in just organizations, even outside of the industry, to have a broader bandwidth of people that you know, to create opportunities for you. Interesting enough, as a consultant, you begin to understand the value of your network and people that you think are going to help you don’t necessarily help you. And people that you don’t think are going to help you oftentimes just end up being the one that help you.

And being an observer, looking from the outside in for people that are trying to get into the industry or in the industry and looking for jobs, you know, with so many different downsizing and companies, restructure, this seems to be, I won’t say a game, but at some point, if you’re in the pharmaceutical industry, your number is going to come up, whether you’re new or you’ve been around for awhile, you’re going to get that proverbial call that says, I’m sorry, your job is no longer available. And being able to work that network and having people in a variety of different roles across a variety of different organizations will help you tremendously. And I think that, you know, looking back, I’ve had the chance to reflect upon my career, things that went extremely well, maybe things that didn’t, or ask the question, how could I have gotten to a higher level?

I think those are the things that I would have done more of. And not only that, I think, to be far more proactive. A lot of us are sitting and waiting for people to give us a hand up.

And ultimately, you’re the only one that can make your career happen. And you’re going to get a lot of pushback and know from people because people are often jealous. And so you have to take the initiative.

And I think a lot of people, including myself, sit back and wait for things to happen. Now, obviously, I didn’t get to some of the roles without asking questions and raising my hand. But you have to go beyond that, especially when you get to that middle tier and the competition is pretty stiff.

Maybe you’re working in the home office. There are a bunch of opportunities for you. You’ve got to go out.

You’ve got to set up the one on ones. You have to have some conversations about what you think you might want to do. I think one of the challenges we often have is we don’t know what we want to do when we grow up.

And there has to be that process of discovery. And I think once you do that, it’ll pay dividends for you.

Excellent. Wow. We’re off to a fast start.

You’ve given us two pearls right there. So networking, and it’s not always the people you think are going to help you, but somebody new you might meet. And then secondly, you talked about being proactive.

I think I grew up and we all love to think someone’s going to tap us on the shoulder and say, Mike, you’ve been discovered. You’re so wonderful. We’re going to move you to the corner office.

I’m still waiting for that phone call.

Yeah. Waiting for it to happen.

But more importantly, especially today, like you said, if you’re proactive, along with the networking, combine those, when you’re just generating more opportunities for yourself. So I always say finding a job, when I help people, every step of the way you’re selling yourself. It sounds like you just described the exact same thing, right?

It’s the networking, meeting new people, being proactive. I mean, that’s just the world we’re in.

It is, and I think the thing is that most people started looking for a job when they need to, and it has to be a search that’s constant. It’s not that you’re looking for the next opportunity, it’s that you have to be prepared, so those conversations have to be ongoing. You never know when the opportunity is going to strike.

It might be a great position at another company, it may be internally, it could be anything, or you get that proverbial pink slip. At that point, you’re behind the 8-ball and you’re trying to figure out, you know, how do I get into my next role? I’ve got bills to pay, I’ve got a family to take care of, and all of those things.

Yeah, that’s kind of the thing. Man, you’re like, then I wish I was really networking a lot more, but to your point, don’t wait till it’s too late.

Yeah, absolutely.

Now, also, Keith, since you’re dealing with hiring managers, here’s what I want to ask you, a tip to give us a tip, like, how can we impress a hiring manager? Let’s say someone’s listing to have an interview coming up, or they’re in the middle of an interview series, they know it’s competitive. You’re talking to these hiring managers, you’re working with their teams.

Is there a certain topic or need that they all, maybe they uniformly have that a rep could show up today and talk about that might help get their attention?

I think it’s two parts to this. A manager hires somebody, they’re looking for people that are going to perform one, day one. Whether you’re new to industry, you’ve been around for a while, having a consistent pattern of performance is what they’re looking for.

And they’re looking for people they don’t necessarily have to handhold. That being said, I don’t know that managers get as much interview training as we did back in the day. And so oftentimes they may not be as prepared to interview.

And even if they are, I think you as a individual, you have a story to tell. And so you have to have kind of your value prop. What am I selling?

What is it that I bring to the table? It’s not necessarily around about the people that you’re competing with. It really is about you.

There are a lot of different people that could do the job. But you as an individual are very, very unique and you bring a unique set of skills to the table. And thinking about and preparing and having your stories prepared to be able to tell beforehand.

What a lot of people do is they wait for their interview and they obviously expect some certain questions. But what you’re trying to do is sell what you’ve done in the past, those things that have resonated, those things that you know are significant accomplishments. And if you focus on doing that and telling your story, those will be the things that begin to differentiate you between other candidates.

That doesn’t necessarily mean that you’re always going to get that job. There are times where I’ve interviewed, I actually have somebody that they’re retired here in a couple of weeks that I brought into the industry. And I had an opportunity to bring them into another company that I was in.

And I didn’t at the time because the timing wasn’t right. I think at the time, I had, I don’t know, it was politics, you kind of know, you have a feeling that your job or something’s going on. So shortly thereafter, my position was eliminated.

So the long and short of it is I didn’t hire her. But because she had interviewed with another manager, that manager was impressed with her, eventually ended up hiring her maybe another six months later. So here again, you have your story, you have your value prop, what you’re about.

And there’s always a right role for you. There’s a right organization for you. You just need to figure what that organization is.

But ultimately what you have to do is you need to hone your story.

I like that. There’s a right role. There’s a right organization for you.

If we could just keep that in mind. So now, Keith, I want to go back. Let’s go back and talk about your journey.

Like take us back. You were a rep at one time, but now you’re now your consultant to the pharmaceutical company. So tell us how that all came about.

Yeah. So I started my career in the Army. I was a captain when I got out.

And so I went through this developmental program with an organization that recruited junior military officers out in the military. They would come to different posts. And at the time, I was overseas and entered into the program.

At the time, I think he took, I’m trying to remember if he said he took about 3% of the people that he interviewed. I just remember one of my first questions he asked was, why do you want to enter the world of profitability when you’ve been in the world of non-profitability? Oh, by the way, you’ve got a degree in sociology.

What am I going to do with you? That was my first interview question.

Whoa. Right out of the gate.

Right out of the gate. And that by far is the toughest interview I’ve ever had. But what that program did is it put me in a position to interview.

I had 11 different interviews over the course of two days at a career conference. I spent probably about 18 months in preparation. There was a book called PCS 2 Corporate America, gave in all the ins and outs of my role or position in corporate America.

One of the big things you used to talk about was the resume, how to build an effective resume. The other part of that was around the interview and the interview process. So one of the things that I always would stick out would be, most interview questions are a derivative of this.

Tell me about a significant accomplishment. Why is it significant and how did you accomplish it? So in any interview question, you’ll hear that.

So we always talk about the star format, but if you go back and you think about the question itself, those that have done some level of interview training, you’ll hear that. Now it may sound like, tell me about a time you had a challenge, why it was a challenge, how you solve the challenge. It’s the same question at the end of the day.

And then there’s other interview question that he had, that became one of my favorite interview questions was, tell me about a time you failed, why you failed, and what you learned from that failure. This thing would be, if you don’t have a failure, I won’t hire you, because this thought process is that in life, you’re going to do some things that are beyond your capabilities. And I want to see that you stretch yourself, and I want to see where you stretch yourself.

And so those are the type of people that I’m looking for to bring into the organization. And the other thing that he used to always talk about was the piece around your resume. He always said, you know, you need to have significant accomplishments.

Now, mind you, I was a lot younger then. So you’d have, you know, at the bottom of your resume, you’d have like your GPA. And so what he would say would be, we know this person’s a failure.

And he said, the reason we know they’re a failure is because in their resume, they have no significant accomplishments, but in their schooling, they’ve quantified their success with their GPA. So they already know intuitively that they should be quantifying their successes. And so it was an interesting spin, but it got me in a habit of if I look for a resume, I always looked for significant, significant accomplishments and could you quantify the successes that you had.

So between those two things and being able to interview effectively, I was fortunate to go through that program. And a lot of that information followed me in my career. Now, ironically, one of the guys that helped me, like you, I interviewed with Jane Jay during the conference.

I think it was at the Con Endo Surgery. I didn’t do well in the interview at all.

Well, I’ll just tell you, that’s a tough interview. I did not get that one either. That’s a tough back then.

It was. There were two of them. One guy was kind of sitting in the corner, so I didn’t make eye contact with them or anything.

But the one guy, Mark Horsman, had given me some feedback. Well, Mark went on and started his own podcast, Manager Tools and Career Tools. And I call it God’s Gift to Managers, because he’s got a whole interview series and everything.

And when I’m mentoring people, it’s one of the things that I’ll send them to. In fact, one of his podcasts is Your Resume Stinks. So I always send them that link to that podcast, because it’s very informative of what a good resume should look like.

So those are just some of the lessons. But that’s how I ended up in corporate America.

It sounds like baptism by fire.

I mean, I was fortunate in that when you think about it, when you graduate, and I know programs are, I perceive programs to be a lot more robust. I mean, I never went to the writing center or recruiting center when I was getting out of school back in the day. And I think a lot more services available now than there were then.

But ultimately, I mean, imagine getting an 18-month boot camp preparing you to be able to interview and go to a conference and meet with several companies and then follow up post-conference. I mean, that was a blessing in disguise. So while it was baptism by fire, it made sure that I was well prepared.

And I would gather if most people went through a program like that, they would be very, very successful in being able to interview. And that followed me throughout most of my career. I continued to use a lot of those techniques and skills in looking for and finding jobs.

So I was fortunate to have that experience.

Nice, nice. So what was your first job? First pharmaceutical job.

Yeah, so I was a sales rep with Seba Guygee. I was in Albuquerque, New Mexico. I covered the four corners.

People that cover that area, there’s the pass. You’re either coming from, I believe, the Texas side or the New Mexico side. You’re coming from one end or the other.

I think actually Oklahoma. But people always talk about going through the past. I did not have to go through the past, but Durango, Colorado.

I had Grants, Gallup, all of that area, Farmington, New Mexico. We were on a six-week rotation.

You say that’s a lot of geography.

Yeah, a lot of geography. I was newly married, no children at the time, so I guess it wasn’t that bad. My wife might say something different, especially when I would go out to Farmington, because Farmington and Durango were a week out.

You spend the first two or three days at Farmington, and then you drive up to Durango. And Durango had, I guess, what 300-inch snow base. I’m not a skier, but for people that love to ski, Durango is one of those places that folks love to go.

I also had Taos. Taos, Albuquerque, and Santa Fe were a part of my territory also.

I think the bottom line, as my last guest said, there can be a lot of windshield time in this job. Depending on your geography, I always got a kick out of the reps in New York, they have like one or two buildings on a corner.

Yeah. There’s pros and cons to them. You know, when I was a rep having windshield time, you know, that was a lot of development time.

You know, you have books on tapes and things like that. So I got into that early habit. And then as a district manager, I was fortunate because I was a district manager in Northeast.

So I probably had one of the smaller districts. So I think my furthest drive was probably two, two and a half hours. So I didn’t really have many overnights at all.

So relatively to other people in other parts of the country, as a manager, you can be on a plane all the time. And I even know that with more specialty product, there are reps that are on planes now because they have so much geography. So, you know, in some ways it’s, I don’t know, it’s relative to your experience.

Yes. So as a sales rep, can you remember some of those, maybe an early success story or when that you had kind of as a new pharmaceutical sales rep?

Oh, I guess I’ll tell two stories. I was a rep in Albuquerque. I, you know, we were selling a product, and you can’t do this now, but at the time, there were the estroderm patches that we had, and we had like these little bags or whatever, and we would put the sample into the bag and some of the brochures and information and everything.

And so the idea was to create an opportunity for the doctors to try. And so we got some lift off of that. And then another product that we launched.

We had a physician that you had to wait, I don’t know, forever to see him. And if you waited, there was a payoff. And at the time, there were three of us in this group.

And one of the representatives of our group waited. And so we ended up being the number one pod within our district. There were three pods in the district.

So we did extremely well as new reps. But that would be the one story. And then the second story is when I went over to J&J as a sales representative.

I took a territory that was ranked probably 500-something out of 640. Wow. And in fact, the last six months, I sold twice as much of the product as the previous rep, but was still ranked like 500-something out of 640.

But what that did is that set me up for the next year where I was ranked three of 640 reps, two of 72 in our region. So that helped out. I was still relatively new to sales, but a lot of things came together, and that launched me on my career, provided me with a lot of opportunities, promotions, and those types of things.

Let me ask you to pull back the curtain. You think day to day, what made you successful out there? Because there’s a lot of misinformation when people Google pharmaceutical sales reps or medical sales reps.

There’s a lot of confusion. There’s, of course, the image on LinkedIn where everybody’s winning President’s Club and it’s glamorous. And that’s fun too.

We like that, but kind of nuts and bolts. Do you remember some things you did to help you to be successful?

Yeah, actually, there’s a lot of stuff. So I had a little, they used to have these little red notebooks. And so I used to keep notes in that notebook, not notes like position calls, but closing techniques, Zig Ziglar, Tom Hopkins.

I did a lot of reading, listening to the tapes, and things like that. I tried different techniques. Brian Tracy, one of the things I would do to get myself to close is I would imagine I had a $20 bill.

So I sat down and thought about the value of each call, and that if I didn’t close, what that meant. And it was like taking a $20 bill and throwing it in a trash can. So that was revolting to me.

So I used that kind of imagery to make myself close. There was a book that I had read on body language. So I looked and paid attention to what people were doing.

I had a physician that would set up against the counter, his legs crossed, and his arms folded. And we’d have great conversations. And it wasn’t until I read that book and figured out that, oh, he’s closed off to anything that I’m saying.

And to be able to visually see him uncross his arms and uncross his legs gave me the insight to know that he was beginning to receive messages. Figuring out when a physician was lying, I remember one time physicians said to me, you know, your product’s doing great. And somehow or another, he had his hand covering his mouth.

And I looked at him, he looked at me, and he knew that I knew that he was lying. So we both started laughing. It was so hilarious that, you know, I focused on my top decile physicians.

Yeah.

I didn’t really focus on the bottom ones. That, and I’ve tried to quantify the value of the calls that I made. I went in, I looked at the calls, and, you know, would look for patterns.

You know, I did lunch, I did a program, I did this, I did that, and would look to see, you know, am I moving share with these physicians in that hit list. So there were a lot of different things that I did to really focus on really just moving sales, and a lot of blocking and tackling. Excuse me.

I just jump in, we throw around the word business acumen, but it sounds like that was a part of it where you’re, we talk about the 80-20 rule, right? That 80 percent of that business came from 20 percent of your customers, that those top decile, high-volume doctors, and it’s your job. We talk about this a lot in running a territory, you have to have a presence in all the offices, that’s your job.

Yet, you’re also paid to sell, and so you have to really be able to have move the needle in the big offices, that can actually make it the biggest impact on your territory. So as a business man, you have a business person, you’re quickly learning, okay, where is this business? And you have to dig and learn how to do that, because what’s so funny, I tell people, like, if you’re selling widgets, you go up to the guy who buys widgets at the manufacturing plant, and you’d say like, I want an appointment with a purchasing agent, and I understand you guys buy so many widgets, and okay, this is so different, you know, pharmaceutical sales.

First of all, we go in there, you know, we’re on their turf. They don’t actually need us to come in there. Our free samples was usually the ticket in, or we had new information about a product, and we tried to be a consultant, we tried to really add value, and all that’s really important.

But at the end of the day, you know, they’re not really telling you all the product that they’re using and how they’re using it, and the competition, it’s our job as the rep to kind of peel back that onion and learn and understand, you know, where the business is, and that just comes from when they hire you, when you’re going into interviews, to have some sense of business acumen. You don’t have to be a professional at the interview start level, but in time, they want you to grow in that.

Yeah, and I agree with that, Mike. I mean, ironically, I still remember after all of these years, you know, a lot of that detail, a lot of the things that I did. My route was tight.

I saw the same physicians consistently, especially those large decile doctors. At the time, you know, oftentimes there were multiple reps seeing doctors, and we were kind of army of one per se. There was just one of me, but the doctors would say, I see you so often, and I would reply and say, well, you know, my competitors have two or three reps, there’s just me.

And you negotiate and you sell to offices in just getting time, even with your difficult no-see physicians, figure out how to see them, let them know that you want to see them. And I think this is one of the things that’s consistent, is that ultimately you talked about value. And I was having a conversation, and somebody made the comment about reps being friends with physicians.

And it’s back in the day that may have been true, but after some of the new laws were passed, you didn’t have as much access. You might have good relationships, but they’re not your friends. And their time is more valuable than their money.

Because when you look, the fact of the matter is with 10,000 baby boomers retiring up until 2029, 2030, shortage of physicians, not only in the United States, but across the world, the number of specialty products, the number of reps that are even calling on oncology and specialty practices now is significantly more now than it was even 10, 15 years ago. So you’ve got to bring it every time you walk into the office. You’ve got to provide some level of value.

And so you’ve got to bring your aid gain.

Well, that’s all the time we have today. Thank you, Keith. Next week, we’ll get the conclusion or part two.

And in that, Keith’s going to offer a great job training guide for us as a free offer. So we can’t wait to get that. If you’d like some help, some coaching maybe on one aspect of your journey, or you’re just getting started and you’re interested in all of my seven steps to get hired in medical sales, reach out to me, send me a message on LinkedIn or go to my website, get hired in medical sales, and we’ll talk to everybody next week.

Career Growth and Professional Development

Career Growth: Influence, Resilience, and Mid-Career Momentum

As careers progress, the challenges change. Influence matters more than authority, setbacks become part of the process, and growth often comes from lateral moves as much as promotions.

The Conversation

We explored the “influence formula” (credibility, reliability, relationships, and low self-orientation) and why these skills are essential in matrixed organizations. We also discussed how leaders can handle setbacks, why lateral moves build valuable skills, and how to keep learning instead of getting stuck in mid-career.

The Insight

Career success in the middle years is less about chasing titles and more about building credibility, adaptability, and resilience. Leaders who expand their networks and stay open to new experiences build lasting momentum.

The Action

  • Schedule regular one-on-ones with your manager, even if they do not initiate them. Visibility creates opportunity.
  • Strengthen influence by building trust and credibility well before you need it.
  • Treat setbacks as growth signals. Capture the lesson and move forward.
  • View lateral moves as chances to expand skills and perspective, not as detours.

Keith, welcome. Thanks for joining me. As one veteran to another, after Memorial Day, thank you for your service.

Thank you, J.R. Same to you.

It’s always a good reminder of the fact that a lot of people have given their lives for the freedoms that we enjoy in the United States. It’s more than just barbecues and a day off.

It is a day to commemorate a lot of the sacrifices that men and women have made in this country.

Let’s talk about you. Start with Core. Tell us a little bit about how you got started and what you do.

Core Management Training is a company I started. Like a lot of people, I was transitioned out of my role. I was surprised one day. I came in from vacation, and my boss wanted to speak to me. After thinking about things and doing some interviews and things like that, I didn’t realize that as you get older, there is this thing called ageism. I decided I was going to go out on my own. I always had an entrepreneurial streak. I did the Sprint phone cards, Amway, and some of those things.

I wanted to be able to help managers be more effective in their role. I helped stand up leadership development at one organization. One of the things that stood out is that managers get some training, and the pharmaceuticals do a pretty good job of training generally, but it’s not consistent. There are usually gaps. I felt like managers wanted practical tools, resources, and those types of things to help their teams perform at a higher level. I decided I was going to start Core Management Training. That’s what I’ve been doing for several years.

I would certainly agree with you that management training is something that most people don’t get. Most of what they get is either learned from the experience they have with their own bosses over the years or what they pick up on the job and learn the hard way. In many instances, most companies don’t do much at all in the way of managing training.

I would agree with you. I know you’ve worked mostly in the pharmaceutical industry. In general, that’s an industry that puts a lot of value on training employees, whether it’s about management or hard skills, or whatever. Most Industries are not nearly as good about that. You probably came from one of the better ones in the scheme of things.

I was fortunate that I got a lot of early training and participated in some good programs. That being said, a lot of times there are huge gaps in the industry as the industry has grown with downsizing and things like that. One of the first things that happens is that leadership development seems to disappear for long periods of time in major organizations.

More and more, there’s a need for outsourced L&D in most companies. Even bigger companies decide not to invest in it and have full-time staff on board. They may do a little bit, but then they go outside for more of it, and that creates opportunities for companies like you.

The interesting thing is that training in some cases is a developmental opportunity. You have a huge switch-over of people on a regular basis. Sometimes, a manager may even come in and do leadership development. They’re looking for the next assignment. In some cases, you have people who will stay for a while, but that creates a level of turnover, and then there are always opportunity costs. Where should I spend my time? I’m a tactician. I want to be somebody who focuses on strategy. That does create opportunities for me.

Who are your clients? What do you help them with?

Primarily life sciences, pharmaceutical companies, and companies that support pharmaceutical companies. I’ve done work outside of the industry, but because that’s where I spent many years of my career, it’s what I know very well. It could be anywhere from coaching and feedback, skill and competency modeling. I was at a workshop.

I don’t know if you’re familiar with the 14 Peaks documentary. I built a leadership workshop around that, around accountability and followership. Just practical skills. We’ve built case studies out of situations that were happening in managers’ areas where they struggled, so that the opportunity can be role-played and discussed through some of those challenges and issues. At the same time, there was some self-reflection on whether I am the type of leader that people want to follow.

Even when companies are doing training for managers, what do they miss that’s important?

I would say the pull-through. We have a tendency to think that we’re going to do a program, it’s one and done, and people are going to get the skills. I was fortunate that over my career, I worked in different organizations. There are these repetitive themes that go on. For example, things like emotional intelligence. You may pick up one or two things about emotional intelligence, or you can go through a coaching workshop. You learn some different methodologies.

If your manager doesn’t provide follow-up, feedback, or even walk you through in real-life situations when you’re having a challenge with one of the people on your team, and walk you through using that framework, a lot of what’s being trained is lost. It’s the ability to be able to translate what’s trained into real-life scenarios, and then be able to use that on a regular basis.

You suggested some topics for us, like influence when you’re not in charge, mid-career growth, and growth moments when you’re feeling a sense of setback. How did you pick those topics? That’s what we’re going to cover.

Part of it is, in some ways, it’s my path. It’s the path of many people who are in Corporate America. Even if you’re in charge, you’re still trying to influence people. There are people above you. There are people below. You can’t always wear the boss hat to get people to do things that need to be done. There has to be some level of influence. My life experience has been that the more you focus on developing those skills, the more effective you’re going to be as a leader, or even when you work within a matrix organization.

Everybody has setbacks, and they can look like their fatal, which can be difficult, and some of those transitions and growth. We’re always in a growth period, whether we know it or not. Even if you’re a new sales manager and you’ve just gotten this big promotion, it’s like a new sales rep. You’re starting all over again. There’s that constant cycle.

Understanding The Power Of Influence

Start with influence. I had a show guest who has a book out at the moment. In it, she relates a story of having to work on this big project and being stretched. Nobody worked for her. It was all an influence situation. At the end of it, her boss said to her, “You were effective. Spend the rest of your career acting like the people who work for you don’t work for you, and focus more on influence.”

It was a great example of how powerful influence can be. You talked a minute ago about matrix organizations. More and more, organizations’ structures are so bloody complicated that you are very often working with people who don’t work for you, and needing to get things from them, and work collaboratively with them. If you don’t have influence skills, it can get in your way.

I would agree with that. This is one of the things that I think about. There is this formula. I believe it’s by Charles Green, and it’s the influence formula. It talks about credibility plus reliability, plus intimacy, and divide that by self-orientation. If you think about the credibility of the skills and the knowledge that you bring to the table, that background is why you are hired and what your professional expertise is.

It’s how reliable you are. Do you do what you say you’re going to do? Can people rely upon you? You build a storyline within an organization around those elements of it. In most organizations, even in the military, everything is driven by relationships. The better your relationships are going to be, the more effective you’re going to be at getting things done. If you look at those three areas and if you have gaps in any of those three areas, you’re going to struggle in influence.

The last piece is self-orientation. The more focus that you have on self-orientation, the less you’re influence is going to be because it’s all about me versus it being about everybody else. I keep that in mind when I think about, from an influencer standpoint, how I can be better at that. That’s a good formula, whether you’re leading a team or you’re a part of a matrix team. Even when you’re leading a team, you end up on a project where it might be all your peers on the leadership team. You have to get something done or you’re running a meeting. You’re still using those skills on a regular basis.

When you do your training work on this topic, how do you shift people’s mindset from needing to be the boss and needing to be in control to being more focused on cultivating impact and giving up some of that self-orientation that you mentioned?

It’s a challenge because people get wrapped up in the pieces of the job. When you talk to managers, oftentimes, it’s more of, “Do what I tell you to do.” There’s this expectation of that. We know that doesn’t happen in life. I don’t know if you have children or not, but your kids don’t even do what you want them to. What would make you think that would happen at work?

You can get people aligned by looking at the impact and outcomes that they want to have, and start from there. Think about how you want people to see you. When you spend time in an organization, do you run a team where people are looking at you and saying, “I want to work for that person?” That’s influence when you look at it from that perspective.

You mentioned emotional intelligence earlier in the conversation. How does that play when you’re not the boss?

Emotional intelligence is a big tool. Data shows that people who are more emotionally in tune with others and their feelings, as well as how they impact other people, get more promotions and do better. I’m certified of to do emotional intelligence through TRACOM. I know there are a couple of other methodologies. Ultimately, they all say the same thing. The higher level of emotional intelligence, the more effective you’re going to be.

A lot of those skills can be learned. Some people have a more natural tendency around them, but you can be better at that. I like to think about it from this perspective. To be a good leader, you have to be a good follower. You have an opportunity to think about how I am showing up from an emotional intelligence standpoint when I’m following somebody. You don’t always agree with people on your team.

Sometimes, that person is your manager or your boss. How do you interact with them? That plays itself out when you get into a leadership role. You don’t just change overnight. You’re the same person who was in the previous role. When you’ve gotten promoted, hopefully, those skillsets are going to be things that you’re going to contribute and continue to use.

What mistakes do you see people make when they try to influence in the middle?

One is trying to be in charge. If you go back to the influence formula, have you established any level of credibility? Which makes you the expert? Are you the one who’s trying to bring everybody in on the team? How reliable are you? It’s thinking about it from that standpoint. People are such in a rush to figure out the outcome that they don’t think about what are the relationships that they have.

If you focus more on those things, as well as what you’re trying to get accomplished and making sure that all the voices are heard, from an influencer standpoint, you can be far more effective. Part of it is that the corporate sets it up this way. It’s this very competitive landscape where everybody is trying to get ahead. You spend so much time competing that you forget about what the mission is and what it is that we’re trying to get accomplished.

It comes back to that formula that you mentioned. People often get very transactional because they’re under pressure, they have to get something done, and they have a deadline. It becomes about them. Probably a little bit like networking, you’ve got to build influence when you don’t need the influence. If you build credibility, reliability, and intimacy when you’re not under the pressure of time, and if you build that habit of give and take that comes with being less self-oriented, you’re hitting all those different components of that equation when you don’t need it.

When you do, when you need it, and you’ve got to call in a favor, people know like, “I know this guy doesn’t come out and ask me for favors unless it’s important.” You build that relationship capital over the weeks, months, or years. When you do need those favors and there is an urgency to them, you can draw on them. If you don’t get in front of it, then trying to build influence when you have a deadline ticking is hard.

It is, and people miss that.

What do you do when you’re out there and you’re doing everything in the right way, but you still face resistance from people who don’t see your value? At best, they are apathetic. At worst, they are openly trying to get in the way of you getting your job done.

That’s part of the human condition. Everybody is not going to necessarily like you or see the value in what you do. At that point, it’s a good opportunity for you to ask for feedback. Sometimes, there are behaviors or things that you’re doing that you may not realize are taking away from your influence or from the value that people see. I also think, at times, it’s time for you to take a step back and think about where you are. We’ve all been in organizations where maybe we’re not a cultural fit. Maybe it’s not that you don’t bring value. It’s just that maybe people feel threatened by what you bring to the table.

How it shows up is the apathy and the unwillingness to help. It’s usually not a credibility issue because if you’ve been hired and somebody brought you into the organization, there was a reason they brought you into the organization. In some cases, it may not necessarily be a reliability issue. It might be that they just don’t like the way that you do things. In some organizations, we talk about innovation. I don’t know that everybody always believes in innovation. If you go to any marketing team or any sales team, there’s a tendency to do the same thing over and over again.

Part of it is because of their safety. There’s a lot less risk. As soon as somebody brings in something different, people are threatened by that. What do they do? They respond and react. I do think the last part of that is that you have to look at your relationships. Do you have advocates? Do you have people who can advocate for you, support your cause, and maybe do some of the heavy lifting for you when you’re trying to get something accomplished?

Influencing Your Bosses And Higher Ups

Do you feel like there’s anything that you need to do particularly differently when it comes to influencing your boss, their boss, or somebody in the senior leadership team of your company?

I do think there are very specific things that you can do. Not every manager does a one-on-one. In some organizations, that’s the culture. Everybody does one-on-one, but the reason you do want one-on-one is not necessarily to get an update, but it’s to build a professional relationship. Starting with your boss, your boss is the most important relationship that you have in any organization because they’re the ones who talk to their boss about you.

When I have coached people, the first question I’ll ask is, “Do you do one-on-ones with your boss?” Usually, that’s initiated by the manager who’s in charge, but some managers don’t do that. I’ll make the recommendation to reach out. You don’t necessarily need to call them one-on-one, but you get some time on your manager’s calendar. You do the same thing. You think about skip-level meetings that you can have what your managers, just so they know who you are and have an idea of what you’re doing.

Ultimately, you’ve got to build your own brand. No one is going to do it for you. Your manager has their own challenges and issues. They may have 30 minutes with you weekly, or you may work on some projects and things like that. No manager ever knows completely what you’re doing 100% of the time. That’s one of the challenges or one of the issues around when we talk about remote work. Your manager “can’t see you.” Even though in some cases, they’re in a meeting all day, there are those things that go along.

I do think that’s the number one thing is doing a one-on-one and getting visibility. The other thing is nighttime projects. We call them nighttime projects because they’re outside of your day job. Those are the things that get you exposure within the organization if you’re looking to climb the ladder and you want to get some exposure. Raise your hand for some projects, some initiatives, and things that will give you some visibility that can showcase your skills.

The last part of that is that you have to network within your organization. It can’t always necessarily be within the group that you work in. Expand your horizons. Talk to other people in the organization and get a better understanding of how the organization runs. It may even be as simple as thinking about, “Here are some things I think I might want to do. Let me do a little bit more discovery.” AI, for example, is the big rage. I don’t think there’s anything wrong with that. Maybe there’s a new department that focuses on that.

Have a discussion with them. It’s not because you want to do that job, but to get some insights into how you can use AI more effectively in your role or in a unit that you’re working in. What does that look like? What’s coming down the pike? Those are things that somebody can do to build their network within the organization, not only with their manager, but with their boss’s boss and throughout the organization.

You made a couple of points that resonated as they related to bosses who don’t necessarily do one-on-ones. When you get yourself in one of those situations, you have to find a different way to stay close to your boss. As you said, they are the most important relationships for you in that company. They hold the keys to your future with the company, your growth, and employment. First and foremost, that rests with your boss. If you don’t feel like you were in a position of at least some influence with your boss, that’s not a great place to be.

If you can’t change the way that they’re viewing the relationship, then you’ve got to change the way that you view the relationship and manage the relationship. You’ve got to find ways to stay top of mind for them because if you don’t do that, then the risk you run is that you fall into a negative cycle with them. They don’t see the value you’re adding, and because you’re not there doing a little bit of self-promotion in your one-on-one, if you’re not having them, you’re not finding ways to convince them that you’re bringing value to the organization.

Some people get into those situations with bosses like that, and they give up. At that point, you are giving up because sooner or later, you’re going to get let go. Even if you’re doing a great job. If you’re doing a great job and it’s not visible and not recognized by your boss, the odds are that’s not going to work out well for you. There’s this adage of owning your career. I view that in the strategic sense. You’ve got to own it in the tactical sense. If your relationship with your manager is not working, something needs to change.

It’s interesting because my mentor for American Corporate Partners, we do help people from the military transition into corporate. One of the gentlemen has a different mentoring program, and he’s been working full-time jobs, so his manager did not do one-on-ones with him. He had some level of frustration about getting promoted. Part of the conversation was building in time where he had one-on-ones with his manager. He also began to go out with his manager, but also had conversations with his manager’s boss, and some other people he was interested in getting a better understanding of.

Ultimately, what he wanted to have happen is for him to get promoted. Now, he hasn’t been promoted yet, but he feels a lot better because he’s getting more opportunities, more people know him, and people have conversations about what succession planning might look like for him, and opportunities or experiences that he may want to get.

It has enabled him to take control of his career and, at the same time, to make some practical decisions. I’ve been at this organization for a while. It’s this organization that I want to stay with. Other people are now beginning to show interest, and it has helped him make a decision that he’s going to stay put. To your point around people taking control of their careers, it does start with keeping your manager in the loop with all the things that are going on, but at the same time, building that advocacy outside of your group.

Leading And Growing In Mid-Career

Let’s switch gears and talk about another one of your topics about how to lead and grow in the middle of your career. From your perspective, what does growth even look like for somebody who is mid-career but not quite in the C-suite?

Most people end up in middle management. Everybody can’t be in the C-suite. There’s only a small percentage of people who make it that far. A lot of managers make the mistake that once they get to a role, they think they’re finished, and that there’s no more growth and development. They may say, “I’ve been doing this role for the last 10-15 years.” You always have to focus on your growth and your development, whatever that’s going to be.

I think about the stage of life that I’m at now. A lot of my peers are retiring, but there’s a lot of gas in the tank that they’re allowing at the end, what you want to be able to do, whether it be starting your own business, doing non-profit, or whatever that is. Peter Drucker wrote an article about managing yourself. He talks about being prepared to do another career and focusing on that.

Even if somebody is in middle management, they can look and say, “What am I going to be doing in the next ten years or so?” It’s not too early to be thinking about, “That may look like something different. Are there some other things that I could start focusing on and developing on. Is there a dual track that can help me in my day job and help me transition to something else?” When you look at the amount of content information and things that are available, it’s hard to keep up just to be average in the current job that you’re doing. You always have to be developing yourself in some way.

How To Not Feel Stuck In Your Career

How do you counsel people who are contemplating a lateral move? Under what conditions does making a move from an organizational level perspective or from a corporate title perspective is a sideways move? When is that a good idea, and when is it a bad idea?

Most times, it can be a good idea. It depends on where you’re going. I’ll give you an example within pharma only because that’s the world I live in. Let’s say, as a sales representative, somebody goes in as a sales rep through sales training and a developmental position, and then they become a district manager. There’s a band of district manager positions. They call them promotions, but they’re not really promotions. Somebody who is an AD or associate director, for example, is still considered a district manager position.

In some cases, that might be an individual contributor role, which might be in reimbursement. You might go to market access, where you are doing negotiations and working with contracts. When you’re doing a lateral, while it may not necessarily be a real promotion, you’re building additional skills. When you get to the next level, let’s say you’re going to be a second-line leader, what they’re looking for is those people who have more touchpoints. They have a broader understanding of the business because they’ve been in roles that would be “considered” lateral.

Even if you think about the military, a captain may be a company commander, and then they become a staff officer. They have some staff assignments and do some other things. If they’re competing for somebody to become a battalion commander or even a brigade commander, they’re going to look at those touchpoints. Those folks who have a broader range of experience, even though they were theoretically lateral moves, have a broader level of experience. When we talk about looking at the business, whether it be the business of being in the military or the business of, whether it be corporate or pharmaceuticals, a broader understanding of the business grows and helps you from a lateral perspective.

I would go back to what you said at the very outset. I would agree that, in general, lateral moves have the potential to be good moves because you work in a different function or a different team. You’re seeing a different management style. You may be learning a new function that you haven’t worked in before. All of those things build your credibility and your readiness to move up closer to the C-suite. I think about my own career. There were times when there were jobs I thought were going to be great that didn’t turn out to be great. There were jobs I didn’t think were going to turn out to be great.

Things can turn better or worse with one or two people changes or situational changes in a team. You’d never completely know. You have to be open-minded about some of these lateral moves because they get pitched a lot. Somebody above is looking for you to potentially solve a hole that they’ve got. You’ve got to be able to open-minded about them. You also have to be a little bit stooped and not blind, and put blind trust in somebody else necessarily having your interest in mind, but you can learn so much from those situations.

Over the years, I worked in pretty much every function organizationally and did a little bit of enough things that I feel very comfortable across most functions in a lot of different business situations. It comes with the gray hair and what’s left of it. It also comes with the willingness to step into things that were outside my prior experience base, and to be committed to learn in those situations. If you do those things enough, career are long. You and I are roughly the same age, with gas still in the tank. You’re not working till you’re 55 or 57, like my father-in-law did. You’re working potentially well into your 60s, so you’ve got time.

You’ve got time to try some different things. You’ll look back when you get to be further in your career and say, “I’m glad I did all these different things because I learned so much in so many different places.” People feel like they need to climb step by step on that ladder, and there’s no going sideways. That’s a very narrow view.

The other part of that is that people move from organization to organization. Even when you take on roles that are similar to the previous role, sometimes they have more responsibility. I remember going from one role level-wise to another role, but the role that I went to, even though they theoretically had the same title, the role that I went to had more responsibility. I had more budget responsibility. I had more direct reports. You can build upon skills that you learn from your previous role. Even though they are theoretically the same in title, they can be very different.

It’s interesting that you mention that because a lot of times, I’ll talk to people. I’ll talk about my background and everything. They’ll say, “You’ve had a great career.” I’ll be there thinking to myself. It’s like, “There’s so much more I wish I could have done.” This is how we’re wired. You’re ambitious and you’re trying to do the next thing, but I was also always trying to get as much experience as I could.

Time goes by quickly. I started working in the late ‘80s with military experience. We talked about it at the outset. I got to do a few different things, all with an engineering bent. I spend some time consulting. I’ve worked in financial services and a few different places, and 35-plus years went by very quickly. How do you counsel people who are in that mid-career, “I’m feeling stuck?”

It’s an interesting question because I always start with, “What does that even mean when people say they’re stuck?” I think the other question is, “Where do you see yourself? Where do you want to go?” Part of the stuckness is that somebody has been working in an organization for 20-30 years, the proverbial golden handcuffs, where they feel like they don’t have options. At that point, there’s a financial consideration because you’re going to retirement, and you can get full medical. You’ve got two or three years, or maybe you’re young enough. It’s never too early to start thinking about what that transition looks like. “What do I think I want to do?”

I tell people that you never know because sometimes you might not get a chance to raise your hand and say, “I’m going to retire.” The company might say, “It’s been nice. We’re doing a downsizing, and you seem to fit the criteria of what we’re looking for.” All of a sudden, you’re starting over again. I’ve given that some thought earlier. Let’s say you’re going to go out and you’re going to consult. There’s an opportunity to maybe get some certifications or go to some different classes.

It’s helping people take control of where they are and what they’re trying to accomplish. I remember talking to somebody who was in insurance. I was having a conversation with them. There’s a level of fear because you have to spend some time with yourself. You get some paper and a pencil, sit down, write some stuff down, and think about where I want to go and what I want to accomplish. Nothing is going to change unless you change.

The first part of that is sitting down, and even if it’s brainstorming, whether you get a coach, sit down with your spouse, or get some time alone and write out. You still have dreams, ambitions, and things that you may want to accomplish. We put so much of our identity into our work. That can be one of the challenges when people either retire or get laid off. They’re identity is so wrapped up in work that they have no other outside interests or anything like that, so they struggle. When that question gets posed, there’s a level of fear. It’s easy to do nothing. As I said, nothing is going to change unless you begin to take those first steps.

There are so many ways to do it. It goes back to what we’re talking about a minute ago, lateral moves and moving into a different company. There are so many ways to get yourself out of whatever sense of malaise that you’re feeling. As we talked about, you’ve got time and you can do different things. There’s an adage. In any job, you should be learning or earning. It’s great when you can do both, but if you’re learning, you will be engaged. You will feel a sense of fulfillment. You will be happier, which will ripple out to your personal life.

Part of the reason people get themselves stuck is that they either set overly lofty ambitions or overly aggressive timelines for themselves that aren’t realistic in most situations. As you say, only a few people get to be in the C-suite in any given company. Also, more often, it’s because they think too narrowly. They aren’t willing to get out of their comfort zone and commit to doing something new. They keep going to work, doing what they’ve been doing, and they get into such a flat line routine that they lose that sense of enthusiasm. That’s when you get mid-career people who are not trending in the way that they ought to be.

There are so many companies, depending on their size, that there are other business units. You can go and do other things. In some cases, you have companies that have a company within a company. You can raise your hand and say, “I’d be interested in going over there and see if I can help out do some different things. I’m looking for some different experiences.” At a minimum, you’ve got to ask the question. If you ask the question, people are more than willing to work with you. If you don’t ask the question, no one is going to know what you’re thinking and what you want to do.

Being clear and being communicative about it is a prerequisite. If you don’t know what you want to do and you’re not telling other people what you want to do, odds are they’re not mind readers, and you’re not going to get to do what you want to do. You have to have that perspective. I’m sure you work with your share of mid-level managers.

They go from not even knowing how to be a manager to getting the managerial basics, to then learning how to lead. Management and leadership are like a Venn diagram in a way, but clearly, when you move into bigger roles, the management probably gets a little bit less important because you’ve got very capable people underneath you, but the leadership matters more. How do you help people begin to make that transition in the work that you do with them?

Part of it is skillset because it’s more about vision and leading people versus managing things. We manage things in processes and things, but we lead people. It’s easy for people to forget that. It’s being able to get them other experiences and those types of things. I did Toastmasters for many years. I took over our club. At the time I was in the club, it was 50 years old, and we were struggling because we had moved locations and membership had dropped off.

We talked about influence earlier. No one worked for you, even though you’re the president of the club. The only thing you have going for you is influence and building out a vision of what the future might look like. It was one of the best developmental lessons I learned outside of Corporate America because I wouldn’t have had the opportunity to learn that skill. Usually, you’re thrust into a role, especially if you’re a second-line manager, all of a sudden, you’ve got a team of direct reports who have direct reports, and you’re setting the ball forward.

If you can figure out how to get those experiences also outside of your day job, it will help you be more effective as a leader because you can learn some lessons. The risks are different. You’re not looking at P&L and some of those things. It’s not that nonprofits and other organizations are not important. They’re going to be a little bit more forgiving. There are some valuable lessons to be learned there, and in whatever classes.

We talked about the lack of leadership development and leadership training. Finding good mentors is so important, and being able to talk to peers who have been where you have been and who can give you advice, suggestions, and things that you could be doing, as well as using some of the tools that are available within the organization.

A lot of companies do 360s with the leadership team and those types of things. Be open to feedback and improving, and being better. We have conversations. Sometimes, you have different relationships with people on your team. Ask people, “What would you like to see differently? What are some things that I could do that will make things more effective?” If you approach them in the right spirit, people will give you the feedback to help you do the things that you need to do to be successful.

How To Handle Setbacks And Grief

Let’s talk a little bit about setbacks. It’s another topic on your list. How do you help someone recognize that what feels like failure or the worst thing that ever happened to them might not be such a bad thing?

You can start with personal stories. I’ve had my fair share of setbacks. It’s how you get to where you are. It’s having those stories. I used to always joke with people. I would say that I never wanted to work for a sales manager who had never struggled as a sales representative. They have no insight into what it means not to do well. I remember when I was interviewing for a job, and I decided not to take the role because the manager had never struggled.

It was a district manager position in the Philadelphia area. You either do well or you don’t do well, and she was a new regional director. I was thinking, “This has a chance of going south very quickly.” I hope people ground them and focus on what the lessons are. What are you learning here? Help them see that it’s not the end of the world, and do share some of those lessons. I remember being a new trainer and getting some feedback from the class that I didn’t do the role play well, and I was too difficult.

My manager made a decision that I was going to be retrained. I was going to retrain with one of my peers who we had come into the sales training at the same time. I was crushed. One of the guys in HR was my mentor. I remember he had a conversation with me. He was telling me, “It’s going to be alright. You’re in this position. You’ve got a great future. You need to suck it up.” He gave me a pat on the back and a kick in the behind at the same time.

Later on, at the end of that year, I remember the director of sales training saying that was one of her greatest accomplishments because things could have gone either way. Things could have gone south, or they could have been very successful. Ultimately, I ended up as a district manager. It’s a huge opportunity for growth for me. It’s frankly what it was, and being open to accepting the feedback, me getting help, and having a broader understanding because she had gone to the same HR person. It was an HR professional who handled this, knowing that she had taken it seriously to figure out how to coach this person on your team to be better.

I use that as an example to say all is not lost. There are times in your career when you’re going to have setbacks. If you’re not having setbacks, you’re probably not growing. There are going to be times that you’re going to be put in positions where you don’t have the skillset and the ability to do what’s being asked to be done. There’s a huge growth opportunity for you.

When you’re working with somebody in one of those situations, how do you balance being empathetic but at the same time, providing enough challenge to them to work through it?

You have to help them get through the stages of grief as quickly as possible, and then have the conversation about what we are trying to accomplish here, and what the results are that we’re looking for. Get them to agree that there is an issue, a problem, or something that needs to be solved. If you can’t get them to read that there’s an issue or a problem that needs to be solved, you can talk until you’re blue in the face, and no action is going to be taken. Once you can get to that agreement that there’s something that needs to be solved, then I’ll have the conversation about how we do that, what that looks like, and what that development looks like to get you to the next level. What does that end result look like?

Do you feel like people try to rush themselves through the stages of grief or through getting past the setback? Do you counsel them to be more patient?

My experience is that people usually stay in the grief stage too long. One of the things that I’ve seen in a lot of organizations is that we don’t do a lot around change management. A lot of organizations don’t teach managers. Change management can be anything from a new role to coaching and providing people with the skills to be able to get out of that grief cycle. What happens is that the grief cycle keeps going on. Ideally, what you’re trying to do is get people out of that grief cycle as quickly as possible. They’re still focused on the past when there’s an opportunity in the future ahead of them. Part of it is human nature. How do you coach that? My experience has been that most people stay there too long. I don’t know if you’ve seen something different.

Especially if it’s a layoff, there’s an economic dagger hanging over people’s heads. They’re thinking, “I’ve got to find employment because I need to provide for my family or myself.” They don’t feel like they’ve got the luxury of time. They end up jumping right into the first thing that comes by, and it ends up being a bad move for them. There are no easy answers in those situations. The wisdom of having a security blanket in the form of savings that you can tap into for just one of those situations, people used to call it “F you” money.

When you get laid off, it could be more “F me” money. In the scheme of things, having that gives you a little bit of latitude to not feel so much pressure to jump right back into something new, but not everybody has the luxury of having bank savings. Those are situations where people do feel like they’re rushed.

When I worked with people who have felt that, the best advice I tried to give them was to think through what’s important to them in a job. It comes down to, “How do I feel about my skills and the job market? Do I take this one, knowing that it may not work out because it doesn’t feel completely right to me, but I need income, or do I wait a bit longer?

Everybody has to form their own judgment. Other than that situation, people tend to linger in the grief cycle longer than they should. They get stuck in the bitterness or the disbelief that something has happened to them. You’ve got to push them out of those situations because at some point, they’ve got to get on with their lives, like any other setback. The more they happen to you, the more you accept them as a fact of life, and you know what to do.

It’s like being a salesperson. When you lose your first deal, your heart breaks. You think it’s the worst thing that’s ever happened to you. Though you never want to lose a sales deal or whatever is a win in your particular job, you do come to accept that you’re not going to win every deal. Your job is to learn from them, so you increase your winning percentage. You’ve got to move on and not let it completely erode your confidence that makes you not a good salesperson or not a good whatever.

That makes perfect sense, especially with so many companies downsizing and the economy. It’s interesting, too, because part of the grief cycle is that people jump into the first thing that they get, and there’s a level of resentment that can occur. Instead of moving to the next thing and saying, “This isn’t a fit. It did what it needed to do. Give me another two or three months to polish up my resume. It would help me prepare for whatever that next role is going to be.” Sometimes people get stuck, and then turn around ten years past, they are in a job below their skillset. There’s a level of resentment from the situation and things that have occurred in their careers.

People talk about one-way doors and two-way doors. Most things are two-way doors. You can reverse the decision you’ve made. Some things are legitimately one-way doors, but when you get in those situations, it comes back a little bit to what we were talking about earlier in the conversation about people feeling stuck or questioning a lateral move or whatever. These are not life-ending decisions. If it doesn’t work out, you accept that. You prepare and you move on. If it does work out, then that’s fantastic.

Looking Back To Keith’s Career Transition

Sometimes, people either fear making the leap into something, or they get into it, and then they fear making the leap out of it. It comes back to what we talked about. People start putting themselves on autopilot in their careers, which isn’t great. Maybe spend a few minutes talking about your own transition. What surprised you the most when you left the corporate world and started your own business?

That’s a loaded question. The first thing is that everybody says, “I’m going to work with you.” I’m like, “That’s not true.” The other thing is that I spent time on the wrong things. It’s a learning process. I would joke with people and say, “You have to get the corporate beat out of you because you’re the decision maker. You get to make all the decisions, and you get to do all of the stuff.” You’ve got to figure out, “What am I good at? What can I afford to offload to give to other people?”

At the end of the day, it’s understanding that I’m the number one problem with everything that’s not going well. It is a journey of self-development in a lot of ways. My experience has been that the more time I’ve focused on myself, building myself, and making myself better, there’s a direct correlation to that and growing the business. Those are some things that were surprising.

The other part of it is that there’s a level of disbelief. I focus my business on life sciences. I would go to conferences and things like that. People would still see me as “the training lead.” People would say, “How are you doing?” There’s this level of concern they have about you. I would get sucked into that because you end up in this conversation. It’s understanding I’m growing a business. I need to present myself in a different way for people to understand that I’m growing a business, and I’m no longer doing this. I’m now doing that.

There’s a piece of that in a transition, where you transition from being this corporate person. It’s a part of my identity and who I am. It helps me in my business because I was a manager. I did a lot of things for the clients and people that I’m serving, but there’s that whole piece of understanding that. The other part of this is that there are some lessons you’re not ready for, or you focus on the wrong lessons. I remember I was trying to figure out how to run an event. I don’t need to learn how to run an event. I run a couple of national leadership meetings. I knew how to do that. What I needed to learn how to do was build an email list. A lot of people will sell you a lot of things, and sometimes, they’re not the right things.

Email lists are probably one of those things.

One of those things is trying to figure out how to do that early. In business development, selling in pharma, where you have a list of physicians that you see on a regular basis, is a lot different than doing regular business development. There are a lot of skills that have to be learned, and getting used to not getting a regular paycheck. My wife, at times, I’m amazed that she went along with this whole thing because it is a leap of faith.

I’d say the last thing. I don’t know if you’ve ever seen it this way. People would talk about how brave I was to go out on my own. It took me a while to understand that. It gets back to some of the conversation we were having earlier about people getting stuck, and not willing to take a risk and do something different. I took some chances. Part of me was, “If this doesn’t work out, I can always go back and find a job.” I didn’t want to look back over my career and know that being an entrepreneur was something that I had always wanted to do. I didn’t want to look back and say that I didn’t try it. At least, if it didn’t work out, I could say I tried and it didn’t work, then I went and did something else.

For me, that was something that was important. Essentially, you’re leading away in a different way because people see you, and it gives them hope. It helps them to be able to step out on faith in whatever it is that they want to do, whether to go get another job or whatever. They admire that. I’m not sure I still see it as a big deal. It’s me and who I am and what I want to do. I do understand it’s important to work with people and have conversations about what’s next and transition.

In that spirit, what’s next for you?

Keep building the business and keep doing this until I decide that I want to take a step back, speak, pick, and choose what I want to do. My kids are out of the house. I’m having a ball doing this, and helping as many people as I can, like managers, to have an impact on so many lives. If we can build better leaders and better managers, we can build a better world.

Thanks for doing this with me. We covered all of your topics at least a little bit. We’ll give ourselves a check on that. It was good to get to know you, Keith.

It was good chatting with you, J.R. Thanks for inviting me on. I’m looking forward to this episode.

Thanks to Keith for joining me to discuss influence mid-career growth, dealing with adversity, and his transition into entrepreneurship. As a reminder, this discussion was brought to you by PathWise.io. If you’re ready to take control of your career, join the PathWise community. Basic membership is free. You can also sign up on the website for our newsletter and follow us on LinkedInFacebookYouTubeInstagram, and TikTok. Thanks, and have a great day.

High Performance Teams and Talent Strategy

Leading From Within: Building High-Performing Teams

Managers shape culture, engagement, and results. The strongest teams develop their own leaders and coach them to their individual strengths.

The Conversation

We explored why firms often hire managers from outside, the hidden costs of long ramp-up times, and how skills assessment centers reveal internal bench strength. We also covered CliftonStrengths as a coaching lens, as well as military lessons on leading from the front and taking care of your people.

The Insight

Promote from within whenever possible. New leaders who already know the culture, network, and workflows hit stride faster. Engagement rises when first-line managers coach employees to their strengths, delegate tasks for development, and provide genuine feedback.

The Action

  • Map your bench. Run a simple skills assessment center for ready-now and ready-soon leaders.
  • Coach to strengths. Use CliftonStrengths or a similar tool, then tailor one-to-ones around what each person does best.
  • Build the pipeline. Give stretch assignments through targeted delegation and pair them with feedback.
  • Protect engagement. Define “discretionary effort” with the team, then recognize it publicly and often.

Ahoy, welcome to the Sea Captain Wave Podcast with Phil Bender and Greg Patton, where we help listeners navigate the uncharted waters

of personal and professional growth. The Sea Captain Way is about energizing top performers to take on risks and push beyond their comfort zone

to pursue life-changing goals and achieve peak performance. We’re gonna help you build your vision by showing you how to break free of boundaries that are holding you back.

So, Phil, we’re happy to welcome Keith Willis to the Sea Captain Way podcast. Today Keith is the president and founder of Core Management Training.

He’s a sales trainer and strategist and leadership expert who delivers learning experiences in management, leadership, and business. Keith has invested his time

and energy into understanding how high achievers perform and the strategies they use to attain their goals. As a captain in the US Army, he worked with some of the best and brightest leaders in the military building teams that consistently rose to the challenge. So, welcome Keith. Yeah, Welcome Keith.

Keith Willis. How about that? Thank you. Hey, thank you very much. Yeah, great to, great to see you and, uh, uh, great to be with you today.

Um, had a nice, uh, visit with you the other day, which was in preparation for this and got to know, uh, a lot about what makes,

uh, Keith Willis special. And you’re gonna, as a listener today, you’re gonna figure that out. Uh, and, uh, so welcome. Good to have you.

Thank you. Thank you, Phil. Thank you, Greg. Really appreciate it. Really excited to be on with you today. Yep.

Yeah, right back at You. Yeah. So, uh, well, let’s get started. Uh, so tell us about, uh, this business core management training.

What type of clients do you work with and what are the services you provide? Yeah, so, uh, core management training primarily focuses

on sales leadership training in the pharmaceutical industry. That’s where I spent the balance of my career after getting out of the military.

So, uh, there is a need not only in life sciences, but other industries around leadership training. And it just seems to be one of those gaps.

Oftentimes the managers become, uh, a new manager. Sometimes they don’t go to go to any type of, uh, leadership training until maybe even six months in,

and then, uh, ongoing training can be lacking. So I felt like there was a need to do some level of leadership training.

And since it’s an industry I know very, very well, I felt that I could, uh, provide a service for customers.

So this was something that you had a vision for early on, or would, did this just evolve over time?

How did you, how’d you get to that point where you decided, okay, this is, this is where I’m headed?

I had always been a little bit of an entrepreneur at heart, uh, fool around with a little bit of, uh, Amway stuff.

I don’t know if you remember back in the day, you remember the, uh, sprint, uh, oh, and they used to have the pin drop.

Yeah. So I, I did that whole thing for a little bit. Um, when I was working full time, I had started a,

a coaching business on the side, and I had a customer, I had a couple of customers and everything. So, uh, when my position was eliminated, I thought about,

do I want to continue doing what I’m doing? I was ready for a change. I, I think, frankly, and so, uh,

I decided I was gonna go out on my own.

That life is short and, you know, it is either gonna work or not work, and I can always go back and get a job if I needed to get a job.

So, Keith, your LinkedIn profile makes a statement that companies often hire managers from outside the organization who don’t know the culture with the hopes that they will be effective leaders. And since there’s typically no training for development, these managers, you know, can struggle.

Can you exp expand on this for us? What you mean? Yeah, so I, I, I work for a company that was taking over responsibility for their product, and they hired a lot of sales representatives outside the organization as they were, you know, standing up capabilities.

And some of these folks were developmental. We had a bunch of different, uh, programs that we offered.

And, and part of my role was to stand up leadership development and obviously brought in a lot of managers.

A lot happened, uh, over the course of a two year period. And during this time, uh, period, when you have that type of change, there are, there are opportunities for people to be promoted.

And so while the company had done a good job of, of developing a pipeline of talent, what they did not do necessarily was to go out and put that pipeline into a new managerial position.

Mm-hmm. Some of that was because the, you know, current managers that did the hiring, they were not confident, they were not sure they were gonna be asked

to do coaching feedback, so on and so forth. And so what you do is you bring people into the organization that don’t know the organization. And in this particular company, uh, culture was a differentiation or something that the company sold.

And in fact, when people would start, they would spend an entire day bring people into the home office just to talk about the culture of the, of the organization. And so it’s a gap. And so you have people that are sitting there to that feel like, Hey, I should get an opportunity. And they weren’t getting an opportunity.

Uh, we eventually put together a skills assessment center, and we sent 10 people through the assessment center. And, uh, I believe everybody in that first class eventually ended up being promoted.

And so it did two things. It helped keep people in the organization ’cause it felt like, Hey, I’m getting all this development, uh, now my talents are being recognized. The, the other piece of it was that managers were able to see that, hey, we actually have good bench strength,

and then not to have to pull people from outside the organization. And, you know, here’s, here’s something that’s really interesting.

When somebody leaves their old organization and they go to a new organization, one of the reasons why they get a, a big raise is to compensate for the loss of effectiveness that they’re gonna have in this new role.

They don’t have the network, they don’t have the relationships, they don’t have any of those things. So it’s gonna take some time for those folks to get up to speed.

In some cases, it’s easy for a new manager that’s been working in a organization for quite some time that understands the culture that has a network.

And then, and if you do the things that, you know, uh, managers, second line managers should be doing coaching feedback, helping people be better and more effective at their role, that manager has an opportunity to be a superstar versus if they come from outside the organization, it’s not that they can’t be successful, it’s just gonna take a little bit more time.

Yeah. If you consider the lead, uh, the ramp up time, which can be sometimes two years, you know, to, to bring somebody up to speed with, with culture, build the relationships, boy, it, it’s so much, it, it seems so much smarter and really is to look internally first. Okay. But so many times, because people aren’t being developed, you don’t even know what you have inside. Absolutely. Absolutely. And, and, and so that’s really a great point you make there.

Uh, for so many of our clients, we talk about that particular element is, you know, uh, one of the, the three big reasons why people leave, uh, companies, number one is unpredictable environment.

Number two is culture.

Number three is lack of a growth plan.

Well.

And so lack of a growth plan becomes such an important element that you tend to take for granted the people that are inside because you’re really not growing them. So that’s a really good point you made, Keith. So, uh, so you served in the, as a captain in the US Army.

Uh, what did your military experience teach you about leadership and how to apply the skills in your role as president of core management training?

Yeah, there were so many lessons. Um, you know, I think one of the big lessons we, we talk about leading from the front, you know, we, we live in a world that the reality of it is, is that, you know, with knowledge workers, you, you can’t necessarily know everything that your folks do.

Your, your expertise just can’t be everything. But ultimately, uh, I, I do think that that leading from the front, taking care of your people are really, uh, lessons that I, I learned. Uh, I remember being an ROTC in, in the TAC officer, you used to always say that, uh, if you’re gonna take that hill, you wanna make sure that you don’t turn that when you turn around that everybody’s following you.

And I used to always have that vision of you turn around, there’s no one there. And it’s like, oh, crap. So, um, it was one of those lessons that I, I I, I would think about a lot because ultimately your people are, are looking to you to, you know, be their voice, be their, I mean, stuff happens.

You know, I I used to tell my team, if we didn’t have problems, we wouldn’t have jobs. So, you know, that’s just kind of the, uh, those are just things that just happen. And you, when you work in these matrix teams, and there are a lot of things going on, there’s a, there’s a tendency to be able to point fingers. And so the, the leader’s job is, is to lead and, and take care of their people, people and, and really help everybody get the things done that need to be done to get the results that you’re looking for.

Well, that makes total sense. If you think about it, Greg, when we were back in the fraternity house back in the day, and Greg was in charge of leading everybody into dancing, that was his thing.

He was really good at that. That

Could be harrowing. That had its moments, especially the way Phil dances Jesus There. Well, it was a problem because Greg danced like a lane from Seinfeld. And so it was a, it was always a challenge for, for us to, uh, manage that.

And there were times when he was out there by himself. Mm-hmm. And so, I, I get your point. Uh, boy, that was,

Yeah. So it was kind of a follow on to Phil’s question. You worked with an organization, um, called American Corporate Partners that helps veterans find meaningful employment after their military service. How did you get connected with that organization and how did the, the programs work?

Yeah, so, uh, I got involved with American Corporate Partners with my last corporate job. So, you know, a lot of organizations have employee research groups, and we had a veterans group, and as a part of that veterans group, uh, they supported, um, American Corporate Partners and what American Corporate Partners does.

First of all, it’s a nonprofit. And what it does is it supports folks that are in the military as well as their spouses that are transitioning from the military into civilian, civilian world.

Uh, myself, I was what they call a JMO, junior Military Officer. Mm-hmm. So there were some organizations that focused on you transitioning out of the military.

So I went through a whole developmental pro, uh, process, probably over the course of eight or nine months. Uh, went to, uh, an event where I interviewed with several, you know, different companies. Uh, most of ’em were pharmaceutical companies, is how I ended up going, uh, getting into the pharmaceutical industry at that time, there really weren’t any of those types of organizations focused primarily just on, if you were in the military at all, was all just officers.

and so, uh, what’s great about American corporate partners and, and other organizations like it, it, you know, if somebody says they want to get out, uh, they can get a mentor and they can have a mentor over the course of a year, helps them with interview skills,

helps ’em build their resume. Uh, I think pretty much everybody that I’ve worked with ha, you know, ended up getting a job.

And like a lot of folks, sometimes you, you take the first job or second job you can get, and then you start thinking about, oh, what is it I want to do when I grow up? And so part of that conversation is, is to help folks like that. Mm-hmm.

Uh, the gentleman that I’m helping right now that I’m mentoring, he’s in a little bit of a different program because he transitioned, um, probably two or three, probably more than two or three years ago.

Uh, so I’m a mentor for him and, and just a, a very bright, um, I guess I’ll call him a young man. I mean, he is not a kid by any stretch of imagination.

Uh, but I, you know, at times I wonder who’s learning more myself or, or, or he, because it’s a go back and forth and have some great conversations.

And, uh, for him it’s helping him advance in his career and look at the next opportunity.

So, uh, it’s a great program whether you’re in, you know, corporate role mm-hmm. You want to engage with American corporate partners, or, you know, you have your own company and you want to engage with them and, and be a mentor, I would say it’s, it’s, it’s worthwhile.

Yeah. That’s cool. And, and again, so much of what we do, and Greg, you know, this is, is around the mentoring space.

Mm-hmm. Um, and your point well made is we learn as much as the people that we’re taking through it.

One, because we have to sharpen our saw. You know, we have to put the best version of ourselves out there, right?

Uh, two is because we end up hearing new innovative stuff that comes from the minds of the folks that are going through things that we, you know, that we’ve gone through a few times. Um, so I I really appreciate that.

Uh, uh, you know, Keith, your firm works with sales teams utilizing the Clifton Strengths assessment to identify each team’s member’s strengths.

You know, it’s designed to help sales managers coach their teams more effectively and lead them to better sales results.

Uh, why do you find this as assessment and approach to be so effective? Yeah, I, I kind of stumbled into Clifton Strengths.

Uh, there’s a book called Break All the Rules by Marcus Buckingham. Mm-hmm. And I had finished, uh, reading it,

and when I, earlier on when I was a district manager, I, I wasn’t that good. I wasn’t, I mean, uh, we got some results over time.

It took me some time to figure some things out. And I remember working with one of my sales reps that was struggling.

And, and usually as a district manager in the pharmaceutical industry, you’ll generally do a two day work session. So, uh, here was a rep that had great selling skills, but she was struggling with her product knowledge, and her results were struggling.

Also, at the end of the first day, she said, I’m gonna go home and cry. And so she was being a little facetious because we had a good relationship, but as a manager makes you really think about what is it that I’m doing? And so, uh, I had been reading this book, and the following day I said, we’re gonna do something different. And, and I asked her, what is it that you do extremely well?

And she said, I paint pictures for doctors to get a sense of who the patients are that they need to write for. And so I said, that’s what we’re gonna focus on today. And so that was what we did. Ultimately, by the end of the year, she finished over a hundred percent, and usually a hundred percent is the target for any sales representative in the pharmaceutical industry.

Mm-hmm. And I, I wish I could tell you that I jumped in and embraced Clifton strengths immediately then, but like, like, you know, this, this kind of line, you know, you try some stuff and then you get away from it.

And then over time, I finally figured out, oh, this is really a great assessment. And, uh, went ahead and got certified as a Clifton strengths, uh, coach. And what I saw was that, uh, teams that I engaged, whether they were in sales or non-sales, when they did the assessments, those teams performed at a, at a very, very high level.

Uh, there was a manager that I did, I watched him literally get promoted through the ranks, and he did every one of his teams, I think he’s a g uh, general manager at one, uh, one of the major pharma companies now. Uh, I saw, uh, teams, district managers would do their teams.

They would either be first or second in, uh, president’s Club, president’s Trophy, or, or things like that. So direct correlation between utilizing strengths, uh, and then as a training manager, I turned my team over twice using Clifton strengths, uh, really helping people really, um, invigorate their careers and, and be able to move in the roles of more responsibilities. The thing about strengths is not just about focusing on your strengths.

Obviously we always talk about weaknesses. Yeah, sure. A weakness is anything that gets in the way of your performance.

And in some cases, people have a weakness is, is because they’re over utilizing a strength that they have. And what we do is we try to teach people how do you work around your inherent weaknesses as, as an individual? And we know that data and, and studies show that those inherent talents that you have, they drive your performance, they drive engagement, they do a lot of things for you. When you focus on things that you don’t do well, you’re not gonna be very happy. So think of it this way, it’d be like a squirrel having to swim.

Yeah. You know? Yeah. Right. You know, squirrel’s not gonna be happy doing that, versus if they get to leap trees every day, they could do a lot of great stuff. Leaping trees, they’re not gonna do great stuff. Trying to swim across the lake just not gonna happen.

So that’s the analogy I, I, you know, what Clifton strengths means to me. Gotcha. Good. Good. Interesting. Yeah, that, that’s cool.

So your, your firm also offers a Power hour session that’s tailored specifically for learning and development and HR professionals.

Uh, these sessions offer strategic insights into actionable solutions to elevate client training programs. Can you tell us a little bit more about these Power hour training? Sounds cool. Yeah. So Greg, the, there there really a opportunity for folks to consult. Uh, usually if somebody takes over a training team, there’s a lot to be done. Sometimes it’s a new position. In some organizations, especially on the HR side, sometimes HR folks don’t necessarily know, uh, what they know, what training is, but how to go about it doing these assessments and things like that. So it’s an opportunity to have a conversation, think about what is it that you’re trying to accomplish and get some help putting together a plan. So that’s really what the Power Hour is about, is setting people up for success. Cool. Yeah. That, it, it, and again, these, these things that I’m sensing from you,

Keith, that I think are great is there’s a lot of value add that you layer into, um, what you’re doing.

Uh, the mentoring, you know, obviously the assessments, the, uh, um, the power hour concept. I mean, these are things to, to that really when, when you, when you’re building out a firm or when you’re building out something, you know, we do, for example, Greg, we’re doing a lot of webinars now, you know?

Mm-hmm. Mm-hmm. Anything that you could do to help people get better and then eventually bring them to you.

I ideally, right. So, uh, good, good. Uh, so, uh, last question here. Uh, you have an article on your website that sites a recent Gallup survey that says 53% of workers felt they were not engaged with their employers. Now that’s, that’s fascinating.

It, it, it is estimated that this led to $1.9 trillion lost in productivity in 2023. What strategies are you offering your clients to get employees to be more engaged with their work and workplace? Yeah. I, I think ultimately it comes down to the first line manager.

Uh, we talked about why people leave organizations. The manager represents the company. So no matter all the policies to the first line manager. Uh, we talked about why people leave organizations. The manager represents the company. So no matter all the policies and everything else, it really comes back to the management.

So if there’s a engagement problem, all you have to do is talk to the first line manager and everything else, it really comes back to the management. So if there’s a engagement problem, all you have to do is talk to the first line manager and get a sense of what people, uh, feel about that manager. You know, some people use the, um, metric or, you know, we say we define what culture means, or we define what engagement means. What we mean is discretionary effort.

So how willing are your people to do those additional things that you don’t necessarily ask them to do? And so people will go through, and I won’t say go through the motions, because I don’t think that’s fair, but I also know at this stage in life, I know how many people have worked at a company or 20 or 30 years, and they’re not old. They’re not young, but they can’t wait to get out. Right.

And to me, that speaks to the engagement. They’re not allowed to be able to do or have other opportunities to do other things.

And so they go out and they take their talents elsewhere. They either, you know, start, you know, in a new organization, they work for a nonprofit, uh, why couldn’t have they have done some of these things altogether? And so those are all the pieces that are missing.

And so, um, we don’t think of engagement that way. We think about people that don’t show up to work that aren’t, you know, working. I mean, I think at the end of the day, everybody goes to work to do a good job.

Mm-hmm. But you don’t, you’re not necessarily allowed to give more than, you know, what people expect of you mm-hmm.

Versus being challenged and pushed to give all that you can. Yeah. And then at some point, you know, company’s gonna downsize, something’s gonna happen.

Or when they’re doing the downsizing, you’re like, Hey, can I go? Yeah. And so, uh, we really Yeah. Right.

You know what I mean? Yeah. And, and so we really focus on no strategies IE coaching and feedback performance.

Uh, I call it the black, the blocking and tackling of management, you know? Mm-hmm. Developing your people. Uh, I like to say delegations, God’s gift to development.

’cause all you’re doing is pushing, pushing work down. It’s how I learned, learned how to manage budget. My boss gave me responsibility.

She pulled out a portion of the budget. She gave it to me, gee, my next role, I had responsibility to do a budget.

And I wouldn’t have had that opportunity if she had not provided the opportunity just by delegating. So just those simple things, uh, the, uh, strategies and tools and resources that I provide, uh, organizations to be able to help their folks and help keep their people engaged. I

Love it. Yeah. What was the term I heard during Covid? I had never called it quiet quitting, where it’s like, I’m here, but I’m not here.

Right. Right. I sure that’s, yeah. I was gonna say, Greg, uh, you remember, uh, when Colonel Dan Cormier, uh, was on with us, he talked about, uh, the military, uh, uh, middle management, and he basically said they were called, uh, uh, the backbone of the army.

Mm-hmm. And so what I hear you saying, Keith, is similar to that with the first line manager. Are they the backbone of the firm or are they just filling in gaps? Are they just filling in, uh, certain, uh, layers And like you said, uh, when, you know, are they going the extra mile, they doing the extra thing? Because does it really matter? And when it’s all said and done, so I think you’ve, uh, I think, uh, you hit on something that’s very powerful and important. Um, so as, uh, as we wrap today, uh, how do people contact, uh, Keith Willis and core management training, um, and, uh, in order to potentially work with you, how do they get ahold of you and, uh, how do they find out about the training programs and services? Yeah, the best way to get ahold of me is through, uh, core management training.com, all one word. It’s spelled, spelled exactly how it sounds. Or you can get, get to me through LinkedIn.

I’m pretty active on LinkedIn, write a lot of, uh, blog posts, comments, and, and so on and so forth.

So those are probably the two best ways to, uh, get ahold of me. And, uh, you can fill out one of the forms to have a conversation or send me a message of some kind and, you know, just get on the phone and chat, you know, might be able to help you might not, but at least it’s worthwhile to get another connection, have some conversations to, to stimulate thoughts about, you know, how do I, uh, develop my folks? How do I help them perform to a higher level? I love it. Well, Keith Willis, first of all, great. Uh, another home run, Greg Patton. Yeah, nicely done. Great.

Um, yeah, prepping, uh, prepping our, our person. Uh, any any final thoughts for you today? Uh, the only thing I would add is, uh, Phil, you might wanna hit the WD 40. Your chair. Sounds like the, uh, Orca and jo f*****g, the, the crates.

My eyes are riveted on the water behind you. I’m like, I fender, he doesn’t get dragged under during the podcast.

No, I really enjoyed talking to you, Keith. It was great. Thank you for your service. Um, thank you, Greg.

Yeah, I, I, interesting to hear about your corporate, American Corporate Partners Program. Um, my experience as veterans, like working with other veterans, there’s that bond that, uh, I think that’s super fantastic. So thanks for your time. It was great chatting.

Yeah. Keith Willis, thanks again. Thanks, bill. Thanks Greg. Really appreciate it. Thanks for joining us for this edition of the C Captain Way podcast.

If you found the conversation valuable, please like, share and post a review on your favorite podcast app. To learn more about c Captain in its performance coaching programs, visit us@ccaptaincoaching.com. The link is in the show notes. You can also follow us at See Captain Coaching on Facebook,

Instagram, and LinkedIn. Thanks again for listening. Wishing you fair wins and a following, see on your journey.

Coaching Training and Organizational Development

The Untapped Power of Middle Performers

Most teams focus their attention on stars or strugglers. The biggest performance lift often sits in the middle.

The Conversation

We examined why middle performers receive the least coaching, how leaders mislabel Bs as Cs, and what happens when development, feedback, and recognition tend to gravitate to the extremes. We discussed practical fixes, including clearer coaching goals, explicit follow-ups, and leveraging strengths to tailor development.

The Insight

Middle performers deliver strong results but often lack feedback and visibility. Treat them as “ready soon,” not “fine for now.” Small behavioral shifts and regular recognition drive significant gains.

The Action

  • Rebalance time. Allocate specific coaching days for your middle tier and protect them on the calendar.
  • Be explicit. Anchor each coaching session, agree on the real issue, and confirm next steps in writing.
  • Coach to strengths. Use a simple strengths lens and set stretch assignments that align with how each person excels.
  • Recognize progress. Call out improvements quickly so the behavior sticks.

Welcome to The Exceptional Sales Leader Podcast with Darren Mitchell. If you’re a sales leader looking to take your leadership to a whole new level, then this is the podcast for you. We’ll be exploring tips, techniques, and strategies to help you take your leadership to the exceptional level, and allow you to enjoy more money, more meaning, and better sales results.

Welcome back to The Exceptional Sales Leader Podcast, and welcome to a man coming in in the evening. In the evening, and this is being recorded, this is in the first week of July. It’s actually at his dinner, so he’s looking very splendid, and he’s beautiful pink.

Is that a, that’s a polo shirt, right?

It is, yes, it’s a polo shirt.

Coming in from Philadelphia, Mr. Keith Willis, welcome to The Exceptional Sales Leader Podcast.

Thank you, Darren, really excited to be here. I’m glad I was able to make it today. I know we had some challenges there coming from dinner, but after listening to a few episodes, just happy to be here and looking forward to our conversation.

“Yeah, thank you. And I do apologize because there was, I think we were talking just before you pressed record, you were talking about having a virtual assistant that has been relieved of their duties, making some decisions because I got a decline, they got an acceptance and then I got an email overnight. So yeah, I’m ready to go.

And so we made this happen really quickly. So greatly appreciate it. Hey, you’re the founder and president of Core Management Training.

You’ve got a lot of experience around leadership, farmer sales, but also interestingly, a military background as well. I’m really looking forward to this conversation because I could go anywhere, but I think just based on a little preamble before you press record, there’s some really cool points that people listening to this can really bring home to Roos and help them in their sales leadership journey. Now, before we jump into it, I’d love to always get a bit of a sense of my guess background in terms of what you’ve done and what’s led you to now do, what you do with Core Management Training.

Well, yeah, Darren, I started out as a ROTC cadet. I got four years of college and graduated with a regular army commission. The same day I graduated from college, I got my commission all on the same day.

Went to my officer basic course and landed in Germany. So I was in Germany for three years, did a variety of roles. Probably one of the most important roles is a young lieutenant as a platoon leader.

So I had two different platoon leader roles. I was in a ordnance unit. A lot of people don’t realize when we think of ordnance, we think of explosive bombs and all of those things.

At least in the States, that’s the smallest part of the ordnance core. So you have missile management, you have automotive management, and then you have explosive ordnance. Now, obviously this was before the Gulf War.

So that may have changed now, but when I was in, there was automotive maintenance. So we had responsibility for fixing vehicles. I was automotive platoon leader as well as at one point in time, what they call the E&E electronic and engineering platoon.

And then eventually, I became what they call the shop officer. So just think in terms of you’re going to get your car fixed, and you drop your car off to the shop. My team had responsibility for getting those vehicles fixed.

And then those vehicles weren’t fixed. There were issues, obviously, because units needed to have a certain percentage of the vehicles ready to roll, so that they could be mission capable. So I did that.

And then I came back stateside. Around that time, the first Gulf War, so I had responsibility for making sure, seeing all the vehicles painted that went off to the desert, and then eventually became what they call the S1. So think in terms of the S1 is the administrator officer or HR, for all practical purposes.

We had about 900 soldiers in our battalion. We had some of the last couple of units coming back from Southwest Asia and then we had a unit relocating from Germany. So I had a responsibility for whether it be pay, officer evaluations, NCO evaluations, anything to do with any type of HR type of issues, I had a responsibility for.

And then decided that I was going to get out. So I worked through a junior military recruiter and ended up in sales. And so it was interesting because like a lot of people, I had never thought I was going to be a salesperson.

But in fact, I had never even seen or even heard of a pharmaceutical rep. And I had a couple of interviews. And back in the day when you interviewed for a pharmaceutical job, you used to have the opportunity to spend the day in the field with the sales representative.

I didn’t have that opportunity. And my first day in the field was the first time I got a sense of, oh, this is what a rep does. I don’t know if I would have signed up for it then.

But I was fortunate. I had some good mentors and some folks that helped me out. So I would say that the guy that interviewed me did a good job of selling me because he equated being in pharmaceutical sales like being in the military.

So he talked about sales forces as in units, putting promotional messaging against certain products and those types of things. So I got that analogy and so that was how I ended up in pharmaceutical sales, moving from the military. So big jump, big change.

And I love to explore because you mentioned before, you never thought you’d be in sales and it’s interesting. The vast majority of people I speak to will be on this podcast or just generally in business. It’s almost none of them have actually woken up one day and said, yeah, I reckon I’ll be in sales.

I reckon that’s a good career to proceed with. Well, I kind of fell into that or in some people, people say, that’s the only role I could get.

And so fast forwarding to that, we’ll talk about what you’ve learned through your career in sales and now what you do now. But love to know, making that transition from the military where it was very structured and you’re looking after all of those people in terms of all the administration, the HR related stuff. Making that transition into private enterprise and into a sales role, where you’re now responsible.

What were some of the key lessons from, I guess, your leadership background within the military that helped you make that transition? Presupposing, of course, it was a relatively smooth transition. I’m sure there would have been some bumps in the road.

Looking back in that transition, what are some of the key lessons that helped you transition into a sales and then eventually into the leadership roles?

I think the big thing is that in the military, as an officer, you have a great deal of responsibility. I mean, when I got out of the military, I was, what, 28, maybe, after six years. So even at 21 or 22 years old, my first platoon had, I think, 70 soldiers, and then the automotive platoon had 40 soldiers, and then responsibility for running a shop with close to 200 soldiers, seven or eight direct reports.

So you go from being, I wouldn’t say king of the hill, but all of a sudden, you’re just responsible for yourself. And I do think the first rule of leadership is you have to lead yourself ultimately. And so I had learned a lot of those lessons in the military, because not only do you have responsibility for soldiers, you also have responsibility for yourself.

And things like, you’re doing PT two or three times a week, you pass the PT test, you have to carry yourself in a certain way. Being overseas in Germany, you stand out because you’re American relatively to being in Germany. And so a lot of eyes are on you, and you’re working with other allies, other units, you have customers.

I had customers, we called them customers, and when we fixed vehicles, those types of things. So you had customer units, and you treated them as such. You go from that to all of a sudden, you’re just you as a salesperson, you just have to get up and you have to figure out, how do I sell?

What is the selling thing that I need to learn how to do? You go from fixing vehicles or managing a deadline list to, how do I learn this product? How do I sell that?

And so there’s a level of study, and you have to swallow your pride, because in the pharmaceutical industry, the sales rep position is entry level. Now, for some people, they spend a career as sales representative, but even their CEOs, a lot of CEOs carried a bag as a sales representative back in the day. So, it is a great training ground, and ultimately, it comes down to learning how to manage yourself, manage your emotions.

As an officer, you’re standing in front of soldiers, and at times, things aren’t going great. You have to learn how to control your emotions and those types of things. And when I was younger, my emotional intelligence probably wasn’t that great.

And over years, as you get older and wiser and more mature, you get better at doing those things. But as a sales representative, when you’re going in to see physicians, you’re talking to nurses, you’re talking to staff every day, ultimately, it’s the relationships that you develop in these offices. And you have a rotation, so you may have anywhere from 100 to 120 doctors that you’re seeing from every four to six weeks.

So that relationship and your selling skills make the difference between getting your product written and not written. So, a lot of lessons there. And part of it’s, you know, swallowing your pride and knowing how to ask for help.

And thanks for sharing that. It’s interesting, as you’re talking, I was just reflecting on some of my own clients that I’ve worked with as a mentor and as a coach who have been in the pharmaceutical industry or the medical industry where it’s very specialized knowledge. And particularly when you’ve got clients who are doctors, physicians, cardiovascular surgeons, orthopedic surgeons, et cetera, the expectations they have on a person who is coming in to sell them a solution to a problem is really, really high.

You also mentioned the importance of mentors as well in your journey. From a person coming from a military background and, for want of a better term, being thrust into pharmaceutical sales, how was the, I guess, the onboarding process with you? You mentioned you had a cycle of physicians to talk to over a period of, say, six weeks or so.

How did you go about building credibility in the eyes of those physicians to the point where they would even start to contemplate the solutions that you were providing them? Because this is a really interesting point because you’ve got to establish credibility as a sales leader and you’ve got to establish credibility as a sales person or sales professional before the customers even contemplate thinking about your solution. Is there anything specific that you did?

I think ultimately you have to show up. I think that’s part of the piece. I spent my first couple of years, I was fortunate to work.

We kind of worked in a team perspective. You had your own territory, we crossed over products and there were a couple of people that were on my team that they won sales awards almost every year. In fact, one of my first district managers, he had been a rep for over 20 years when he became a district manager.

He was a new district manager and even now was probably one of the best district managers that I had. He intuitively knew what you needed to do. I remember you got a diamond, so he had this shamrock ring and he had four diamonds and a ruby and that was representative of all the awards that he had won.

I remember I used to always say, I want to get one of those awards and wear one of those rings. And he was a no-nonsense, pretty straightforward. I remember my car looking like a disaster and him telling me, the next time I ride with you, your car looks like that, there are going to be some consequences.

And he gave me the reason why. We’re professional, you don’t know who’s going to see your car, you’re representing the organization and those types of things. So I appreciated his straightforward demeanor.

So having those types of conversations with managers is really important. And when I was a rep, training was pretty rigorous. The company that I worked, there was, I can’t remember, but I think it was like a four-week training cycle.

And you spent a lot more time in training then than you did now. And you had to pass exams. And I think two years in, they have what they call a medical review exam.

And that exam was 200 questions. And if you didn’t, if you passed the exam, the good news was you got a 10% raise. They don’t give 10% raises anymore.

If you didn’t pass the exam, you probably should put your resume together and start looking for a job. But they had vetted that with physicians. And what the feedback was is that that exam was on the level of what a medical student would get.

And so you build up your product knowledge, and then when you go in, you can answer questions, you talk to the physician, you build relationships. I always think of the trust equation. So you mentioned the credibility piece, which is one part of that.

Do you do what you say you’re going to do? Do you show up? Then there’s the competency piece.

Then it’s the intimacy, which comes back to the relationship divided by your self-orientation. And interesting enough, the more self-orientation that you have, the less trust that you have in the office. So I often like to think in terms of when you think about building trust in any, whether it’s with customers, internally, even with family, to think about the trust equation.

So if you have all of those components, as you build trust, it gives you a lot more autonomy, it builds your credibility, it gives you the opportunity to be able to serve your customers.

It’s huge, and I often use the trust equation in my workshops for leaders, and I do a little trust game afterwards, and it’s interesting how competitive people get and how self-orientation comes to the surface. Even though they’re in tech, they intellectualize, yeah, it’s not about us, it’s all about serving the team until there’s a competition. I’ve got to win.

I’ve got to win. So you then made the leap after a few years into a district manager role and a sales leadership role. Love your experience on reflection, moving from being an individual contributor to a sales leader, and how easy or difficult was that for you?

The truth of the matter was I was not a great district manager by any stretch of the imagination. And it was interesting going from, because in the military, there’s an assumption. So there clearly is structural structure.

I remember my commander used to say, you have hours like a banker. I mean, as an officer, you do run your mission. There’s expectation of you saw problems, you don’t bring problems to me.

And so there’s far more autonomy as an officer than people realize. And I probably talked about this whole emotional immaturity. Younger, the stuff you just do, stupid stuff, I think back on.

You lose your temper, you yell at people and things like that. And you can kind of get away with that in military, even though on reflection, the better leaders were those that were calm, cool, and collected. The people that were respected the most were the leaders that didn’t need to raise their voice, that listen to problems, that help people do things.

And over time, as you get older, at least for me, I can’t speak for everybody, as I matured, I began to realize there are some things that I needed to do more effectively. But as a district manager, you know, the first couple of years were tough. And looking back at it, I would say that I should have waited longer.

I had been a sales representative at that point with two different companies. The first company I ended up leaving because of downsizing and those types of things. And when I went over to the next company, I won two district rep of the year.

I finished three out of 640 sales representatives. So I had street cred from the standpoint of being able to sell effectively. And we had a good development program as far as preparing people to be managers.

But you can train people all day long, but until you do the job, you know, I joke with people that don’t want to be a manager. And I say, you’ll learn. It’s one of the most developmental jobs that you get.

All of the lessons and things that you need to learn, you’ll learn as a district manager. If you have a gap, that’s going to be the thing that you have an opportunity to work on as a manager. So that was my experience.

And on the back end of it, I did better. So there were some reps I managed well. I had great relationships with.

And then there are reps that I struggled with. I would say they were middle performers. Middle performers in that they weren’t looking to get promoted.

They would tell you they wanted to get promoted, but they weren’t looking to get promoted because when I look back, when I look at them now, some of them are still in the industry, still in sales. And interesting enough, a lot of them put up great numbers. They would be way over goal.

It wasn’t a matter of that. It’s just they’re not raising their hand to volunteer. They’re not trying to do anything extra.

And they would be a pain in your backside. You might call them on a Friday afternoon and it’s like they’re there in office doing expense reports because they’re trying to get down to the shore. And I was one of those people.

My expectation is you should be out working. And I had to learn, look, if you’re putting up the numbers, you get a little bit more autonomy versus if you’re not. And it was all of those things learning how to work through.

And interesting enough, it wasn’t until I left and I went to another organization that had a very, very strong leadership development program. And it wasn’t that the company that I was at before didn’t. It was just the way that the guy that ran the program, he was a guru.

There was no debate whether you’re first or second line leader. You were coming to his training. And then there were two levels.

So as a second line leader, there would be coaching or they would listen to sessions where you coached your first line leader and there would be feedback on the coaching. And then there would be feedback for the first line leader who was coaching their representative. So up the chain, there was an opportunity to see.

And because I was in training and then as a part of the cadre and going through all the different rotations and training the classes, you begin to learn how to be more effective as a leader. And then running training teams internally, I became a much better leader. So I think it’s a combination of time.

There’s always a time element. There’s a maturity element. There are parts of us that maybe from a business perspective, you may be very strong, but you may not have the emotional maturity.

For some people, they’re emotionally mature very early. Maybe the business acumen is not that good. So we all have stuff to work on.

But I would say that that was my journey. And I was fortunate because I was in organizations where training, there was a lot of leadership training. And unfortunately, I would say that in the pharma industry, that’s not as consistent now as it has been in the past.

And part of it is because there are more downsizing, there are more cutbacks, there are more companies that are being bought. So all of those things, it becomes difficult to justify how do we sustain a leadership development program if the people that go through the program aren’t going to get promoted.

Yeah, true, true. So would you say that that’s one of the key challenges facing a lot of organizations now, particularly in the life sciences and pharma industry?

I definitely would say that that’s a challenge. How do you get the next group of people ready to get promoted? And I think it goes, I think this is probably every industry.

I don’t think it’s unique to pharma. You know, pharma, we joke and we say we’ve, the industry’s gotten old. It hasn’t, it hasn’t.

There’s a life cycle. You know, you know, when I started, I was in my late 20s. A lot of us were the same age.

A lot of people I know now are retiring. Some of them are CEO. Some of them have done extremely well in the career.

And, you know, it used to be you had to hire people that didn’t have a lot of sales experience. And now, because you have a lot more specialty drugs, more specialty products, there’s a tendency to hire representatives that have experience. So it’s harder for people to break in.

And the other part of that is that when you’re trying to figure out, how do I create a developmental pipeline? What’s that going to look like? I will often hear, well, we’re not expanding.

We’re not going to have new promotions. And so how do I train people? How do I get them ready to step into these roles?

So it’s not unheard of where you talk to leadership and people feel like people aren’t ready. And I even talk to second line leaders that have had training. And they’ll say, I don’t know that I’m as prepared as I need to be to how to coach my first line leader or how to coach their people, provide feedback.

So I think it’s a challenge in budgets, money, time. I don’t know if you remember back in the day when I was a rep, we used to get mail once a week. And you’d wait for the mail to come in and you’d go through the mail.

Now you get that much mail in 15 minutes on your computer. So the temple is so much faster now and the expectations are so much higher now than they were 20 years ago.

They are, which we kind of, as you were talking about the second level leaders and even the first line leaders there, my experience is a lot of leaders are thrust into a leadership position because they’ve been a great individual contributor. And that seems to be the catalyst or the trigger for them to be given the opportunity. And I know you talk a little bit about heroic leaders to servant leaders and I’m big on servant leadership in terms of what that, particularly in sales, which might sound a little bit counterintuitive.

What do you see in the industry right now in relation to organizations where there’s a lot of changes, there’s a lot of maybe downsizing, changing in terms of company structures, buyouts and stuff like that. Is there still a focus on the importance of leadership and getting the right people for the future of the business? Or is it more a case of we just got to get the number because we’re going to make sure that we are surviving firstly and then potentially thriving so that we can be bought out by a bigger company.

We used to joke, a friend of mine, that we were surprised our companies would run because it was more inertia, and things would get going and they would just run. I think it’s a combination of both. I think everybody acknowledges that there’s a need for leadership.

The question is, how do we get people ready for leadership? And then I think there’s a split because you have companies that have been around for a while, but what happens is that product goes generic, something happens, they get rid of the entire commercial team. And some companies take a different approach.

They move that talent around to other business units. You have to learn the product, but ultimately business is business. You can figure that out.

And then I think that there’s just not enough or there are sections of time. Last year, I went to a conference and I can’t remember the numbers. And it wasn’t just pharma, but a lot of organizations, there was a ratio where they had cut the leadership development trainers to leaders significantly.

And it’ll be interesting because the conference is coming up in a couple of weeks to see where they are. But companies that had established the leadership development programs and they were presenting what they had done with cohorts and everything where most of the team had disappeared. So now you have one or two trainers responsible.

And so that speaks volumes oftentimes about where a company, what a company really thinks about leadership. So even though they say the right thing, they don’t necessarily believe the right thing. Or I’ll have conversations with organizations and everybody’s doing the same thing.

The Grow Model. Okay, so the Grow Model is not that it’s not effective, but everybody’s doing it. Situational leadership, SBI.

I mean, there’s all this stuff. And then you ask the question, okay, so what problem are you trying to solve? So they’ll do a whole overhaul of leadership development, but they don’t answer the question of, well, what’s the problem we’re trying to solve?

What is it the program wasn’t giving us that we’re looking for today? And so there’s all of this stuff. And I at times think and feel like that people feel like the leadership development that they’re getting isn’t helping them with the day to day.

It’s not helping them with some of the challenges, issues, and problems that they’re having with their teams. How do I get even the A performer today can easily be a B performer tomorrow or even a C performer. When we talk about things like AI, different types of the new CRM platforms, different things that expectations that people have, it can change so quickly.

So how do you get people through that? How do you enable them? How do you upskill them?

And so I don’t know that anybody has a good answer. And I don’t know that a lot of organizations spend enough time figuring that out. And then I think, ultimately, how do you measure what you’re doing and that it’s having impact?

How do you really know that a sales leader that went through a curriculum and got developed is doing a good job? What does that look like?

Yeah, it’s difficult because a lot of my clients, they’re always talking about what’s the return on investment. And it’s almost like the answer to that is, well, how long is a piece of string? You can say, well, okay, we take you through a curriculum and we should see an uptake in customer retention, customer engagement, bottom line, top line revenue, profitability, et cetera, et cetera.

But often it’s the observable behaviors that’s the real return on investment. Because if you see a sales leader having a conversation or having a conversation with maybe a sales director, if they can be observed, that’s the real return on investment because you can see the behavioral change. What’s the challenge there is it’s really difficult to put a tangible number against that because it’s hard to look at a scoreboard from that.

Well, what does that actually mean? It’s difficult, right? But it’s and I think a lot of companies now are trying too hard to try to put some numbers against some things that perhaps it’s hard to put numbers against.

And that’s my challenge that I’m sort of grappling with with a lot of companies in Australia right now. So you mentioned something there also around the A’s, the B’s and the C’s performers. As you know, Australia, for most companies in Australia, we’ve just come off the end of the financial year.

So June 30 in Australia, for many companies, is the end of the financial year. So I know up until Monday this week, there were companies all over Australia just pounding the pavements trying to get as many sales in as possible and bringing things in from the first quarter of 2026 to this one. And now we’re in the new financial year and then we’re thinking, oh, now what?

What are we going to do now? I wanted to talk about the three tiers of performers, the low performers, top performers, but also this core middle performers, because I know you do a lot of work in this middle performance part. What’s your thoughts around the way that organizations and sales leaders in particular treat those three categories?

And what are some opportunities that perhaps they might be missing? By ignoring the middle performers?

Yeah, let’s start with what the opportunity is in the middle. When you look at the middle, they represent anywhere from 60 to 70 percent of the sales force.

Yeah.

When you look at the top 10 percent, how much more are you going to get out of them? Probably not much more. The bottom 10, 15 percent, managers trying to get rid of them.

You got a limited amount of time. In most organizations, particularly in pharma, everybody gets generally the same amount of time in the field. Yeah.

If a manager spends 100, 120 days in the field of representatives, and he or she has 10 representatives, that’s about 10 days. And when you think about field input teams, special assignments, you’re going to help with a sales meeting, your top performers are the ones that are usually tapped on the shoulder. And there’s some equity and there’s some learning that goes from being able to prepare for sales meeting.

You’re leading a discussion. You’re leading. You’re having an opportunity to get some exposure to marketing, sales leadership.

You have an opportunity to give your input into what’s going on. So you get development that way. If you’re on the bottom, you’re getting attention just because your sales stink and everybody’s trying to get rid of you as quickly as possible.

If you have an extra day, where’s the manager going to spend it? They might spend it with a top representative. They’re probably not going to spend it with a middle representative.

So the middle representative gets no feedback. No one’s cheering for them, and they’re just there. And so if you haven’t said, an interesting thing is in some cases, these middle performers may be pretty solid sales representatives.

They may be north of 100 percent. When we talk about goal attainment, a lot of it is around behaviors and some of the things, I mean, I think part of it is you got to agree as an organization. When we say B, what does that mean?

And if you’re in that category of Bs, you get treated as such. And there’s three degregations of that. There’s the top middle, the top part of the Bs, and then there’s the middle Bs, and then those Bs that are closer to Cs, and you’re wondering in the back of your mind, should I be starting to think about taking some action on them?

So when you think about it from that perspective, it’s your greatest opportunity. I was in a region where the regional manager ultimately was fired and brought in a new regional director, and we would do this thing. She called it Blue Skies, and the way she said, well, we had 80 territories, and it was the cutoff, it was a number of territories that would take the hit goal.

So in other words, if let’s say if it were 30 territories, that it was 30 territories, and then the rest of the region would make goals. So initially when I was a district manager, I used to think in terms of this was kind of the Pareto principle, the 80-20 rule where my manager would look at, do we have a A, B, or C performer? And if we don’t have the right person, do we need to remove that person?

But the piece that I missed is that the entire management team would go down to a district, and the whole team would spend the entire day with a sales team. So every representative would ride with a sales manager or a regional training manager. And depending on how we were geographically dispersed, we would have a best practices dinner.

So it might be one dinner, it could be two or three dinners, and then we would get all of the different best practices and those type of things. So the piece that I missed was that it really was focused on the middle performer, because when you look at the entire region or if you look at a district, you probably had no more than three top performers. You had a core group of people that were in the middle and they got individual time.

So what happened at the end of the year when we do performance management, we spent not only time with my people, I had spent time with other people’s people and had some very, had an idea of from a rating perspective, is this number this number? We could talk about what do we need to do to move this person forward? So we were in a region that was, I think at the time we were seven out of seven and we ended up moving, we ended up being two out of seven.

Part of that was because of the focus on the middle performer with sales, their performance, I can’t tell you how many five-page business plans we would do on a regular basis and critically looking at each individual person, what their previous three years of performance was, what you needed or what you thought that you needed to do to move that person to the next level. Then my manager would dig into your field coaching reports to see if what you said was what you had written in a field coaching reports to see if there was alignment.

Yeah.

So when we talk about that level of focus, those are the things that more so did more to moving a region to two of seven than spending time with top performers. Everybody got some love. And so I think that that’s the opportunity.

Oftentimes, the difference in coaching is that with an A, you can say, do acts, do more programs, or do this close differently, or say this, and they get it. With B, you have to be more explicit during that conversation and that coaching to say exactly what you mean and describe what that means. I believe it’s, I think it’s McKinsey, there’s a McKinsey article and it talks about coaching, about coaching two best practices within an organization.

So that’s the piece that managers oftentimes will miss. Here are things that other teams or other folks are doing within a team that are moving and then coaching to that, but also coaching specifically to what that person needs. And my philosophy as a manager has always been, my role as a manager is help you be the best version of you possibly.

So you might be very, very different than I am. You might be, you know, let’s say you’re highly analytical. My goal is help you be more analytical.

If the other person on teams are high, my goal is to help you be more effective in that way. Now, are there some other things you still got to be able to do analytics and some other things? Do you have to mitigate some weaknesses?

Sure. But you have to help, you have to help people leverage those enhanced strengths instead of the, instead of trying to make them a mini me. As I always say, if I had a team of me’s, we’d be in big trouble.

Well, that’s another lesson as well, because so many sales leaders build teams very much similar to themselves, and they wonder why they’re not generating extraordinary results. So when you think about 60 to 70% of the sales force being in the mid-tier, my experience is often the sales leader doesn’t necessarily know how to unlock the potential of those. So you mentioned before, you might have some who are highly analytical, you might have some who are high-eyes.

For those in the disk, that’s the influencer on the disk profile. So very high-level, very entrepreneurial thinkers, pioneer type people. How do we unlock the potential of these people?

So if you think about it, it represents a large part of the sales opportunity and the revenue base. Because sometimes sales leaders might look at it and say, well, as you said before, a core performer might be actually on target, but if not above target, and they think, well, I’m not sure there’s much else I can help them with, right? How do we help to unlock this?

Because that is probably the difference could make all the difference in terms of how a whole territory achieves and sets them up for long-term sustainable success.

I think the first thing is it starts with the leader themselves. They have to think about how they’re approaching people. There’s a whole story around Pigmalion.

I don’t know if you heard the story about a teacher. They had all these numbers. They told the teacher that these were the people’s IQs.

At the end of the year, these students had all performed very well and somebody came and said, wow, how did these students have never performed this high? The teacher said, well, gave me all of these students with these high IQs and found out that the IQs were actually their locker numbers.

So, part of it is people respond to how you treat them. So, if you treat them in such a way that that’s really what they do. I was talking to a manager, we were having a conversation and they were trying to get this representative to increase the number of calls that they were making a day.

So, they made a comment and they said, the representative had a really good week last week. I asked the manager, I said, well, did you say anything to the representative about it? And they stopped and they looked at me like I was crazy.

And it’s like, yeah, you want them to do acts, you want them to see more physicians during the week, they had a good week, why don’t you reinforce that with positive reinforcement? A lot of times, some of the obvious things managers just don’t do. The other part of that is the conversation that the manager thinks they’re having, they don’t have.

They have challenges and issues with the representative. And then you ask the question, well, does the rep know? And the manager assumes that they know or during the coaching or if you role play a situation with a manager about one of the direct reports or somebody on their team and everybody’s listening, and then you ask everybody else on the team and you say, well, are you clear about what’s being coached?

And everybody shakes their head up and down and says, well, no. So one of the things is that in any conversation, that any coaching conversation that you’re having, A, you need to anchor that conversation. In other words, here’s what we’re going to talk about.

And then at some point, you’ve got to, you and that representative need to agree that it’s an issue. Because if you can’t agree to that it’s an issue, there’s no way you’re going to be able to solve it. What a lot of managers do is they jump to action and they try to get the representative to do something that they’re not even sure why we’re even having a conversation, let alone to what even the problem is.

At least if you can agree that it’s a problem and it needs to be fixed, and then you can begin to establish how to go about fixing that. And so one of the challenges just gets down to the whole coaching conversation. And I referenced the grow model earlier.

Managers have been trained to ask a lot of questions. Well, questions are important, just like they are in sales, they’re important in coaching. But if you’ve been around, you have a lot of experience, you have a point of view, you have an observation, and you’re working with a lot of representatives in the field, so you see things.

And so you give your point of view, you provide the data, you provide the information that says, here’s why I think that. And then they ask, hey, what do you think? And then you get their point of view, and then you can have a discussion.

At least you’re moving forward. And then understanding that coaching may not happen all in one session. It may take you a couple of sessions to get them to agree that this is a challenge, this is an issue, this is something that we need to solve.

But oftentimes, what happens is because the manager jumps to action. Let’s say, for example, they think the representative needs to close. They haven’t given them any data or any information or anything that leads the representatives to even know or understand.

And they may not even be clear, because it may sound like I need to ask more effective probing questions or whatever that is. And then the next time the next field ride comes along, nothing’s changed, nothing’s happened. There’s been no check-in, there’s been no accountability call.

So that happens on a regular basis. And oh, by the way, when the leaderboard comes, no one’s cheering for me because all my stuff’s in the middle. Yeah, I had more calls than I had last week.

No one reinforces that behavior. All the people that are getting a love are at the top. And then if I’m at the bottom, I’m probably getting a nasty phone call and says, hey, what’s going on?

I looked at your numbers and I really stink. Yeah, and so I’m left to my own devices. So I think of managers would think more positively.

And one other thing, Darren, because I saw this, we were doing this with another group of managers. It was a different, it wasn’t a sales team, but it was a similar type of situation where we were talking about, we had done case studies, and you would have thought we were talking about C performers.

Yeah.

Because the senior manager kind of made a statement of, well, we need to try to get rid of this person. And it was, well, with most of the physicians that they’re working with, they’re doing a good job. There’s a couple that they struggle with, but you’ve deemed that maybe you should get rid of them.

Now, ironically, this person ended up leaving the company. So I think about the time that takes you to train somebody up and all of those things, this is a solid citizen and this is a solid performer. So when I talk about Pigmalion, their managers, they look at their B performers like they’re Cs.

Yeah.

And then they wonder why they are not getting as much out of them because ultimately, it’s, you really don’t care about me. You just are concerned about me hitting that number. If I don’t hit that number, you can get rid of me as soon as I can.

And there’s a lack of trust there. And so those are all the things that go into that impact the middle performer and why middle performers oftentimes don’t thrive within organizations.

And there’s an important point you made just before, Keith, you’re saying that we’ve got to be really clear on the problem. And I just wanted to, I guess, clarify that a little bit because sometimes when people hear that, they think, oh, it presupposed there’s something wrong. Well, the problem is you might have a middle performer that is on or above target.

But we look at them and say probably they have more potential they can be giving, right? How do I extract that extra 5, 10% out of them to take them to potentially an A performer? So it’s not that they’re doing things wrong.

We’re just looking at them and saying they’ve got more than they could be doing, right? So that’s the problem part that we need to be looking at. And the other part with all that is we’ve got to, as leaders, spend more time with the middle performers because if that represents 60 to 70% of our sales team in terms of our performance, if we just make a quick 5 to 10% improvement, then that can have a huge impact on our end of year performance, not to mention the level of engagement that those mid performers have, because all of a sudden, we’re now measuring them on behaviors and checking in on those behaviors, not just looking at their results.

And so if we just look at the results, and it’s easy to do because at the end of the quarter it tells us where we sit on the scoreboard, right? We have to look beyond that and say, well, how can I help this person? Because if I see this person who’s a middle performer, a B performer as an A, and I start to treat them as an A, then funnily enough, at some point in the near, not too distant future, they’ll start to become an A, if they take on board the coaching and all that sort of stuff.

So I just wanted to clarify that because there might be people listening to this, oh, I’ve got to find a problem with people. No, no.

Yeah, some of it’s just being more of a cheerleader for your middle performers, and just acknowledging the work and effort that they’re putting in. It’s knowing that somebody cares. And I think part of it also is Darren is having real conversation.

I remember I had a representative that wasn’t closing. And I remember saying to him, I said, you’ve been doing this job for a long time. I know you know how to close.

Why don’t you close? And so he explains to me that he likes to know. It was a congruency issue because in his mind, he said, I like to know more about things.

I don’t like to be closed when I go somewhere and I’m going to. And so he said that I like to know more about what somebody is trying to sell me than they do. So I can come to another decision on my own.

So at the time, I think they were looking at getting married. And so I had a whole conversation about, I used an example when I bought my wife an anniversary ring. And I said, you know, we went to all of these stores and my wife wanted white gold.

And we looked at all of these rings and so all of the rings were pretty much the same.

Yeah.

And I said that the last salesperson, she says to me, she says, will you be taking that ring today? I stopped in my tracks. And I could not find one reason to say no, because my wife wanted that ring, the price point, it was more than I wanted to spend, but it was a good price point.

And then I, in the conversation we had is I said, what I needed from the salesperson was, I needed for them to sit with me. In other words, we weren’t sitting this way, we were sitting together and they were helping me make a decision that I wanted to make, but I needed somebody to push me over. So the conversation was around when you don’t sit next to the physician or the health care professional and help them make that decision, that they want to make that decision, then in essence, you’re actually failing them.

And so he got that. And so I could have done the standard, hey, I want you to work on your clothing or anything, but there clearly was something that went behind that. And so sometimes when we’re having conversations with people, you got to go beyond just following the model and just checking the box.

You’re not doing this, you’re not doing that, but really trying to understand what is it? Because I know you have the capability to do that. I’ve seen you do it.

You’re just not doing it. Kind of help me out here. Let’s have a conversation.

And it wasn’t something that it wasn’t negative. It was just what it was.

Yeah. And the only way you can do that is to actually spend time with them, to observe them.

You’re right.

This is the other thing. So when we’re talking about the coaching, the development, unlocking and unleashing the potential of our sales teams, the only way you can do that is to actually spend time with them in the field to see what they do, what they don’t do, to provide them feedback, provide them coaching, so they can improve, so they can get better. So they can take their performance from B to an A, A to an A+, C to a B, because the thing I want people to understand is, sales leaders are not there and not seeking to get rid of people.

What they want to do is they try to unleash the entire potential of the entire team, collectively and individually. The only way to do that is to build trusted relationships with the people where they know you’re there to serve them. You’re not there to criticize them.

But the only way to do that is to build that relationship, which is a trusted relationship, which is fine.

Amen.

So, with that, I’m conscious of time because it’s nearly 10 o’clock at night.

So, for people who want to learn more about you, Keith, and the work that you do, and maybe understand some of the programs you offer, where’s the best place for them to do that?

Go to my website, coremanagementtraining.com, and it’s all one word, Core Management Training. It’s two T’s, if you spell it out. Go to my website.

You can connect with me on LinkedIn under Keith Willis, and you’ll see my picture in Core Management Training and connect with me there. Those are the best two places to connect with me.

Brilliant. And if there was one lasting, leaving piece of counselor advice for sales leaders who perhaps, on listening to this, are reflecting on the fact that perhaps they haven’t been spending enough time with their mid-performers. What would be the piece of advice you would give to them?

Yeah, I would say that communication is key. You know, I realize that managers, sales managers, are just stretched. The amount of field time that they’re spending now is less than it’s ever been because of just the expectations, reports, and all the things that they have to do.

Pick up the phone sometimes. Having a five or ten minute conversation. You know, some sales leaders don’t do one-on-ones, at least in pharma, traditionally have, and everything’s revolved around the work session.

But just pick up the phone, talk to people, tell them you care about them. And you know, I know everybody’s not warm and fuzzy and all that other good stuff. But when you pick up the phone, it does show that you care just to check in.

And I know one of the lessons I learned as a manager is that sometimes when you pick up the phone and talk to the person that you least expect wants to talk to you, they have questions and it’s like, wow, I’m glad I spent my office day calling all my representatives just to check in. It’s just valuable. If you just did that, I think that there would be great returns for you and your team as well as your relationships.

Yeah. Love that. Love that.

And the thing is, it’s easy to do, but it’s also easy not to do when the sales leader thinks, I’ve got to get this report for myself. I’ve got to do my strategic forecast for the next quarter. Do your team a favor and plug into them and give the gift of your attention to them.

Keith, hey, thank you so much. It’s been a great conversation. I love the insights, and I think we’re both on the same page as it relates to sales leadership, irrespective of the industry, the core principles apply.

So I want to thank you for jumping on at such a late time in the evening in Philadelphia. So thanks for being a great guest on The Exceptional Sales Leader Podcast.

Thank you so much, Darren. Appreciate you having me on.

Awesome, mate.

Thank you for listening to The Exceptional Sales Leader Podcast. I trust the information in this episode has been helpful in your journey towards becoming exceptional. And remember, please take the time to rate the show, subscribe to the show so other people can find it, but also if I can help you, jump on my calendar, go to leadwithdarrin.com, and let’s have a conversation about how I can help you along your journey to being exceptional.

Coaching Training and Organizational Development

Bringing your A-game: Interviews, Value, and Coaching

Hiring managers want reps who create impact from day one. That means showing up prepared, adding real value in every visit, and carrying yourself with the confidence to lead conversations.

The Conversation

We discussed what managers look for in interviews, how to stand out in a crowded office, and why self-development sets successful candidates apart. We also explored coaching, courses, and mentors as the fastest way to level up skills and maintain momentum after setbacks or rejections.

The Insight

You get chosen when you show you can bring value now. Confidence, clear stories of performance, and a habit of learning signal readiness. Training and coaching pay off because they turn intention into a visible skill.

The Action

  • Prepare 4 to 6 tight success stories and one lessons-learned story. Practice them aloud until they are crisp.
  • Enter every interview with a plan: the needs you will probe, the proof you will share, and the ask you will make.
  • Invest in yourself. Join a course, hire a coach, or join a peer group to build accountability and support.
  • Establish a weekly practice routine: one networking touchpoint, one skills role-play (or mock Q&A), and one interview rehearsal.
  • After any rejection, extract three key learning points, adjust accordingly, and move on to the next opportunity.

Thank you for joining us for part two. Now, Keith Willis is a consultant to the pharmaceutical companies. Think about it, these billion dollar companies need to hire somebody to help their sales teams grow and get to the next level.

So if they need that, my question to you is, what skills and abilities and training do you need, or coaching, to get to the next level? That’s what we want to think about, it’s a very competitive field, and you can get hired and be successful if you get the skills and coaching and training to get to the next level.

I think the other thing is when people are stuck, most people won’t hire a coach, and it’s a mistake.

Have you ever thought about one of those high-paying medical or pharmaceutical sales opportunities? My name is Mike Hayes, I’ve been hired by some of the best companies. Hey, reach out to me on LinkedIn, or go to my website, gethiredinmedicalsales.com.

You’ve got to bring it every time you walk into the office. You’ve got to provide some level of value, and so you’ve got to bring your aid gain. There’s a half a dozen people trying to see the same physician, and they don’t have time to chit chat, waste time, and just get a signature.

And the fact of the matter is that you often don’t have something new. Now, there’s so much stuff in the PI and information that can be shared to bring value, but you have to think about that, and you have to think about how does that align to marketing messages and all of those things. And you have to kind of play, because ultimately, you’re the captain of your ship.

So there’s going to be some times that things don’t necessarily mesh up, and I was talking about the decile, for example. I know reps that have done extremely well, they’re focused on their top decile. Now, they took a hit on performance management when it came to territory management and things like that, because their calls on the top doctors were great, but here on the lower decile physicians, maybe not so much.

But ultimately, they were the ones that needed to make that decision, because they were looking for the outcome that they were trying to get with their customers and their territory.

And let me just jump in from people listening that maybe have interviews coming up. So remember the interviewer, think about what Keith is saying. The interviewer knows he’s probably managing 10 to 12 reps.

He knows his reps are in there trying to see these providers, just like Keith said, who are under the clock. Most of them are owned now by big hospital systems. And when you walk in there as a rep, like Keith said, it’s really knowing that it’s up to you to have an impact, either through the relationship you have with them, sharing new information, uncovering a need and offering a solution.

But the thing about going into the interview, you’ve got to step back a little bit and realize that’s who the manager wants to hire, somebody who kind of gets that, who if you want to say has a little swagger or can read a room or ask some good questions. So in the interview, go in prepared with that little chip on your shoulder that you’ve got a job to do in that interview, and that’s to convince these folks that you’re serious. You want to get down in business and get a job offer.

And if you can’t get it from this hiring manager with this company, you’re going to move down the road to the next opportunity that comes your way. So at some point in the interview, you have to kind of muster that, because the manager is saying, I’ve got plenty of reps to hire. Give me one who can go in the offices and have that thing, have that thing that they like.

And it’s hard to say. We call it, you know, do you light up the room? And I always say, you don’t have to be the funniest person in the room, or a cheerleader, or the quarterback.

But you do want to bring your unique personality and style, and show that in the interview.

Yeah, you know, and I had mentioned one of our reps that they’re retiring. It was one of the best hires I made, you know, and it was a joy watching their career progress. And like everybody, there were challenges that they had, downsizing, and those types of things.

But ultimately, I look back and say, that was a really good hire. You know, people I hired, I was like, man, those are great hires. Or people that I promoted in the promoted positions, working, you know, running training teams.

Those are great hires. Folks go on and do great things. And some managers have a mentality that they just want to hire for to fill that position.

I was always looking for the next available talent, because I was trying to build a pipeline of talent within the organization to get people into roles of more responsibility. So, that shows up during the interview, and that shows up in the territory. So, people worry about getting promoted.

It’s do your job at a high level. The promotions and opportunities will come.

Yeah. Yeah. So, Keith, tell us a little about what you’re doing today.

You’re working with pharmaceutical companies. You’re working with their sales organizations and training some of their managers. So, break that down a little bit.

Help us understand kind of what you’re doing.

Yeah, Mike. So, yeah, my company, Core Management Training, focuses on, primarily on leadership, leadership development. Ultimately, what we’re trying to do is create managers and leaders that people want to be on their teams and people want to follow.

The most important relationship that you have in any organization is the relationship that you have with your manager. And training can be sporadic. So, helping them build the skills that they need to be at a manager, to be able to help other folks effectively.

Now, obviously, you end up doing training across the board within the pharmaceutical companies. I’ve run training teams and those types of things. So, it ends up being across the board.

But things like leadership, coaching feedback, accountability. I build a, one workshop I built recently was around K2. And so, K2 is the second largest mountain in the world behind Everest, but probably the most dangerous.

So, there’s a Netflix special called 14 Peaks. That’s a watch. I probably have watched that documentary, I don’t know, five or six times.

But, one of the mountains and so the 14 peaks are the 14 highest peaks in the world. And so, Nimsfer’s climb is all 14 of these peaks in six months or under. And so, K2 is one of the peaks that he does.

And so, the premise behind it is, is there about 20, 25 people or so that are trying to climb the peak when he shows up. And they all said that it can’t be done because of the weather, a myriad of reasons. And imagine these are all people that are at the top of their game, they’re professional, they’ve climbed multiple mountains, those type of things.

And he sets the lines and he climbs. And within a two-day period, 20-some people follow him and make the K2 peak. And so, the question I pose for the leaders in this workshop is, are you worthy of being followed?

So, we have been doing a series around accountability. And so, some of the accountability comes to, I’m going to follow you and I’m going to do what you, I ask you to do because I trust you. And so, looking at some of the Gallup data and, you know, what the needs of followers and posing that question, part of the leadership and accountability gets back to the leader of, am I worthy to be followed?

Am I worthy to hold people accountable? So, part of it is some level of self-reflection. Build some case studies of issues and challenges that managers are having, real life problems, and then put people in groups to work through those case studies, to come out and have discussion about what they would do, how they would coach, what people actually did, and are there more effective and better ways to do it.

So, those are the type of things that I do. Just trying to help people maximize the talent that they have and help teams be able to maximize their own talent, to go out and ultimately help the customers, the healthcare professionals go out and save lives and help reduce disease and suffering.

Yeah, well, that’s fantastic. The thing is with training, like I know as a rep or as an individual, when I hear that word, I don’t love it. You know, I don’t love training.

We love the result, right? You know, we love the result of the athlete who the inspiring stories, you know, they get up and shoot a hundred jump shots, you know, before, you know, it’s seven in the morning or that they’re running track or swimming, you know, you know, the swimmers, my gosh, are in the pool at five in the morning and to be a dean, just to be a decent swimmer. In sales, you know, we I used to hate roleplay in sales training, but we love the result.

We get in front of a doctor like, Oh, I heard that question. I know how to answer it, right? It’s not new to me.

I’m prepared. And so but today, if somebody needs more training, let’s say they’re in the middle of their career, let’s say they kind of stalled out a little bit and they need to get to another level, wouldn’t you say training and getting trainees could be one of the most helpful things?

Yeah, I say that self-development is one of the most important things that you can do. And I differentiate that between training because, yeah, people have opportunity to do training within organization. But I think ultimately, you’re the captain of your own ship, and you have to take responsibility for where and what you’re trying to do and what you’re trying to accomplish.

So if you’re stuck in your career, you think about, what do I want to do? Where do I want to go? What are the skills?

What are the things I need to build to be more effective? You get to the latter part of your career, you may end up being a consultant. If you thought about it, you start preparing now.

Go to other networking groups where there’s different types of folks to have conversations about what that might look like. I reflect and I say to myself, I had always wanted the opportunity to do marketing and I hadn’t. I didn’t do marketing.

Looking back, if I had to do it again, I would have taken a right turn. I would have maybe gone to an agency, got some marketing experience because what I noticed is that people that didn’t have marketing experience go to a marketing agency and come back into marketing. So sometimes you have to take some chances.

There’s a price for everything, and you have to ask yourself the question, what’s the price that I’m willing to pay? If you say, I want to be in pharmaceuticals, for example, and you can’t land a job in the area where you are, are you open to moving and relocating? Because if you’re not, maybe you’re not as serious as you say.

And like I say, it always depends. If you’re single, you don’t have any other responsibilities. I won’t say put loose and fancy free, so to speak.

But that looks a lot different than if you have a family with children in school, those decisions can be harder to make. But those are the type of things you have to think about. Or do you need to take a step back in a role that you’re in to gain some other experiences that will launch you into the next thing?

So there are a lot of different ways to kind of peel that onion. And there are more opportunities now than there ever were before. Different types of agencies that support pharma, that might be a viable option for you to think about.

And then ask the question, what are the skill sets that I need to have? Go out on LinkedIn, look at people that are in those roles, look at their background, look at experiences that they have, and ask yourself the question, how can I get those experiences? Are there organizations that I can be involved in that I can get leadership?

I got to tell you, Mike, that when I was in Toastmasters, running a Toastmasters Club was great training for somebody looking to be a second line manager, because no one works for you. And it’s all about the vision, what your vision and where you want to see the club be. And it was a great lesson to learn versus learning that on the job.

So even things like that are developmental opportunities that people often don’t think about. We spent a lot of time watching the next series and spent a lot of time in front of the TV. When the fact of the matter is that there are tremendous amount of opportunities to continue to grow your career, whether to be take a class on your own, do LinkedIn learning, their Coursera courses, or just be in a network group, or just find a hobby that stretches your brain and gets you outside of what you do from day to day.

Yeah, I really like that, especially today. I love the information age that we’re in right now. Oh my gosh, between podcast, obviously, I love podcast, right?

But, you know, YouTube, books on, you know, like books on tape dates, especially audio audiobooks, right? But oh my gosh, I love a good, you know, audible book. And then like you say, courses, I offer a training course to help people to really, you know, have a scheduled plan to grow and get better at networking and interviewing until they get hired.

I personally have hired a career coach. I say this, I’ve shared this before. I’ve hired a career coach.

I learned to get disc certified after I learned about it. I’m so excited about it. I went and then got trained on that and became a disc certified trainer.

I’ve hired other coaches because you get, like you say, to get to a certain point, you realize you have, there’s some skills you don’t have, you get that next level. And you can sit around and scratch your head or spin your wheels, or maybe you have to go spend some money and sign up and go attend a regular course where you know there’s going to be some responsibility and accountability. But the result is through that training, like you say, you don’t always enjoy it, the commitment, maybe the cost, the price, but the outcome is what we want, right?

And if you can, and that’s what we’re searching for. Every time I signed up for a course, paid the money, I’ve got so much out of it, I can’t even begin to express. I’m a big believer in that.

Yeah, Mike, you bring up an important point. I think the other thing is when people are stuck, most people won’t hire a coach, and it’s a mistake. They don’t want to spend the money, and they should spend the money because that money will pay itself over time.

And even if you don’t get an immediate return, as I say, all work works. So it may not work today, it might work tomorrow, lessons that you didn’t think that you got. You may get much later, whether it be an aha moment or something that you worked on.

Because sometimes you’re not ready for the training that you get. You don’t have the knowledge level. And then you get some other training to realize, oh, now I understand what they were trying to teach me.

So that would be the other thing I would say is get a coach, find somebody that can help you, whether it even be a mastermind group or a group of folks that are working on the same issue, challenge and problem, mentors, peers, all of those things I think are important.

Yeah, I love that. So Keith, as we kind of wind down a little bit, I know a lot of my listeners are interviewing and they maybe have an interview and then they get rejected, right? I’ve got a couple of right now have interviews with Big Pharma and second interviews and they get rejected.

What advice would you give them?

Yeah, you know, life is full of trial and error. You got to hang in there. You know, a good hitter, he hits batting average of 300.

Michael Jordan missed a whole lot of shots. I mean, if you got into the second interview, you know, celebrate the accomplishment of getting to the second interview. Think about, you know, what you did well, what you didn’t do well.

And sometimes, the fact of the matter is that the world is telling you, you dodged one, because there are roles that I thought I was going to get, and I didn’t get, and I watched the other person get, and it’s like, man, I’m glad I didn’t end up getting that role.

That’s another way to look at it.

Yeah, so I think you just have to hang in there. I was listening to one of your podcasts, and the gentleman had talked about the fact that he interviewed almost 500 times. He had sent out 500 resumes and everything, and I remember him talking about it was job number 400-something that he had done.

But I mean, that’s stick-to-it-iveness. And the fact of the matter is a lot of people won’t keep trying, and it’s, you know, yeah, you got to take a step back and see what you’re doing. Are you on the right path?

And that gets back to the whole coach thing. You know, finding coaches and, you know, understanding, am I on the right path? You know, my experience has been that generally things work out for people.

You just have to you just have to stick at it. And that’s just part of it. And another part of it is I don’t know that we all think about this piece here, is we’re always paving the path for somebody else.

So just like I heard the guy talk about all of the resumes and things that he sent out, there’s somebody that’s sitting there listening to your podcast, that’s struggling, that’s saying, oh, wow, you know, I need to work a little bit harder. I need to do a little bit more because I’m not doing enough. So it is highly competitive and it’s not easy.

If it were easy, everybody would be doing it. But half the battle is showing up. And if you show up enough, there’s going to be a great opportunity there at the end of it.

Yeah. Yeah. Such great perspective.

I really appreciate that. There’s, you know, it’s not always getting bummed out. You didn’t get that job.

But like you said, take a step back. Maybe the universe is sending you a different message. Pivot.

That wasn’t the right one. The right time doesn’t mean all is lost. Pivot, regroup, learn, get some new skills.

Keep going, you know, be ready for the next opportunity. But so thank you so much for sharing that. I think that’s going to help some people.

Thanks, Mike.

Yeah. So Keith, as we kind of wind down a little bit, any other advice you’d have for somebody who’s looking at this career and maybe what they could do to get their foot in the door?

Yeah, I think, you know, look at your network, look at LinkedIn, talk to people, let everybody know what you’re doing. Put together a plan and then work your plan, ultimately. I think if you do those things and you’re going to land in the right spot, find coaches, support groups.

There are plethora of places where you can find help. Obviously, you do coaching for people. There are a tremendous number of groups.

There are groups that are in people’s location. I’m assuming that people from all over are probably listening to your podcast. So plenty of support tools and resources.

I would just take it upon people to take it upon themselves to use that. I think the number one thing ultimately is that you’re going to get a lot of feedback and advice from a lot of people. You have to make a decision about how you’re going to do.

It may not look exactly like Mike would do it. It may not look like what I would do, but it might be what you need to do that will help you be successful. So I think if you take all the information in, parse it down and figure out what works for you, you’re going to be far more successful than if you try to do a little bit of what everybody’s telling you to do.

That’s awesome advice, Keith. Appreciate that. So Keith, as we wrap up, if people want to reach out to you or learn more about what you’re doing, what’s the best way for them to connect with you?

Yeah. So you can either connect with me on LinkedIn or on my website, coremanagementtraining.com. I am working on a new tool.

It’s called Never Look For A Job Again. I’ve actually built out a career guide, so at some point, I’m going to build a course off that. So stay tuned for that.

Okay.

And I can actually provide a link because the e-book itself is done. So I could provide a link for you to put on, for people to click that and download the book. And would love to hear feedback of, you know, hey, you should change that or you should change this.

But I’m looking to build a course out of that.

Excellent. Well, you’ll send it to me. We’ll put it in the show notes.

People can click through that way. They can go find you on LinkedIn. It’s Keith Willis, W-I-L-L-I-S, and your website.

And we’ll put all those in the show notes. And then, man, thanks for today. Have a great rest of the week.

All right, Mike. Thank you.

If you’d like some help, some coaching, maybe on one aspect of your journey, or you’re just getting started and you’re interested in all of my seven steps to get hired in medical sales, reach out to me, send me a message on LinkedIn or go to my website, get hired in medical sales, and we’ll talk to everybody next week.

Sales Performance

Sales Management: Building Influence Over Authority by Keith Willis

Titles don’t make leaders — influence does. The shift from being a top performer to leading a team requires letting go of control, empowering others, and redefining success through the people you lead.

The Conversation

We discussed the biggest misconception about leadership — believing authority alone drives results. Keith shared lessons from his early management days and why the best leaders “roll up their sleeves” to help their teams succeed. We also explored the trap of the “super rep” manager, the importance of coaching over fixing, and how leaders can build trust without taking over.

The Insight

Great salespeople win on their own. Great leaders win through others. Influence, respect, and credibility create real authority. The best managers balance accountability with support, knowing when to step in and when to coach from the sidelines.

The Action

  • Redefine success. Shift your focus from personal wins to team growth and results.
  • Coach before you fix. Role-play difficult calls and let your reps lead — even if it’s not perfect.
  • Build followership. Earn trust by working alongside your team and showing you’re invested in their success.
  • Create learning space. Turn mistakes into coaching moments rather than quick corrections.

My name is Keith Willis, and I am the president and founder of Core Management Training. We focus on making managers better leaders and work primarily within life sciences and pharmaceuticals. And we’re going to talk all about it, and you work with sales leaders. I do. I do a lot of work with sales leaders. So I know not just sales leaders, but we’re going to hone in on that a little bit today. But before we dive into your specialties, Keith, what is the biggest lie that we tell people about leadership? I think one of the biggest lies we tell people about leadership is we give them a title and they expect the title is going to be the thing that makes it work for them. I know when I became a new manager, I’m a new district manager, and people will do what you tell them to do because you’re the leader, but it’s more about your influence, your ability to hold people accountable, and to lead the way. I remember when I was – and this was ages ago – I was working at McDonald’s, and I had a manager. He was very tough, but one of the things I learned is I loved to close with him because he would roll up his sleeves and he would get involved. He would help us mop the floors, clean the dishes, do all the things. In fact, I don’t even know when he got all of his work completed because he was focused on helping us. But we always got out early. And what that taught me as a leader, part of your role is to roll up your sleeves and help your team succeed. And if you do that, you’re going to be far more successful than if you don’t. So you can’t depend on your authority because authority only goes so far. People only want to follow people that they respect, they like, and they trust. Yeah, it’s all about influence, and I think that’s what gets lost, especially as you step into leadership. You think it’s about authority, a title. No, not really. You need to really help your team succeed, and I know it was lost on me as a new leader, so I imagine many others. So when you think of sales in general, so any type of sales, you can talk about pharma sales, but there’s the people that are just great salespeople, and there’s the sales leader who could also be great salespeople. But what makes the great salesperson different or similar to the sales leader, a great sales leader? So I guess one way I look at it is the similarities between a great salesperson and a great sales leader is they like to move the ball forward, and what I mean by that is I have kind of a mantra that leaders lead, and what that means is when you lead, you lead the way. Everybody follows you. This is what we’re going to do, so why deal?

You push the team. They like to move the ball forward. And what I mean by that is I have a kind of a mantra that leaders lead. And what that means is when you lead, you lead the way. Everybody follows you. This is what we’re going to do. So if I feel, you push the team. The salesperson does that also where they’re pushing their customer forward. They’re challenging them. They’re getting them to move the deal forward, whatever that looks like. So I think that’s where they’re very similar. The biggest difference between a sales leader and a salesperson is that salesperson is individual. Like playing tennis. You’re on a tour. You win or lose based on what you do or you don’t do. As a sales leader, you win or lose based on what the team does. And you lead through others. And I think one of the challenges that sales leaders have sometimes, they may be good with individual people coaching, providing feedback. But they forget you’re not leading individuals. You are, but you’re leading an entire team. It’s together everyone to teach more. It’s not each individual person. So you have to figure out how do I get the team to move forward. And those skills are very different. So as a salesperson, I can afford to be very self-centered. I’m sure you’ve seen your fair share of sales team about us. They’re great. People find them to be very difficult to work with in the home office or people that associate with them on the marketing team. It’s like, oh, my goodness. But they’re bringing in so much revenue to the organization that they can tolerate it. But as a sales leader, if you do that, they’re going to find the door for you because you have to enable the team. You have to be able to work with other departments, whether it be sales, marketing, operations, your peers, and other people to move the team forward, solve problems, those type of things. And so I think for somebody that’s been a high performer, it’s a change in mindset. So if you’ve been a top salesperson, now all of a sudden it’s no longer about you. It’s about the team. And then the other times it can be is that because you are a great performer, then you think you can be a super rep. Eight to ten people. You can’t be a super rep to eight to ten people. It’s just not going to work. You’re just not going to be effective. And then your team is just not going to perform at the level that they need to because they’re not going to feel empowered. What did you say? Super rep? Yeah, super rep. The manager takes on the role of the super rep. I’m going to close all of the deals. I’m going to go and fix everything because I have the skill. I know how they want to make everybody a mini version of them versus making each person the best version of themselves. Well, I did find that sometimes. So my team was kind of the – well, we ended up – we did sell some things. But if a customer was angry, they always wanted to see the manager. Right.

How often does that happen where you’re like, oh, let me see the manager. And the manager goes in and you’re like, the super rep or the fixer. Yeah, right, exactly, yeah. What advice do you have for a leader is when that real situation happens, a customer’s upset and you need to deal with it, do you recommend, I know it’s different with every scenario, but how do you get leaders to untangle themselves from always being that person who’s gonna go in and fix it? Yeah, I think, you know, there’s two pieces to this. So I think there’s the customer service piece, that if you have customers that are happy, you have to do what you can to build that relationship. And I also think that it’s good as a sales manager that you have relationships, especially with those most important customers. Because customers need to feel like they’re important, they’re valued, but I think that relationship should look a little different. It’s, you know that you’re talking to somebody that’s senior that has access to more information that can help you with some other things. But I think that part of the sales manager is important.

I think from a day-to-day, maybe you’re in, you know, with a representative. Maybe there’s a tendency to always take over calls, tell people, do it this way versus that way. Maybe you’re not doing enough role play. You know, in other industries, you know, the closing sequence, the representative is failing and then they know the manager is going to be there to fill in or do the close or save the deal there’s been an issue. The best way to do that is take a step back. Maybe it’s more of a coaching conversation, having a conversation about what needs to happen or what the gaps are, role play and practicing, getting that person up to speed and then have them do it. You know, 80% done by somebody else is better than you doing it. And so part of your role is to teach and train, coach people to be able to do those things. Yes, definitely, because I think sometimes too, I think even in my experience at least, salespeople just automatically go, you need to come in, right? So it’s not even the leader stepping in and saying, let me in. It’s like, no, you really need to, because I have noticed in my time in sales, there are many people it’s very urgent, right? You need to, it’s that urgency. Like, really, is it urgent? I think I really need to go out and do this. Because it’s not always the leader, right? And so I love that coaching them, what would it look like for you to respond to this, right? Instead of pulling me in every single time. Yeah. Do we have a comment? It is. Oh, I was going to say, yeah, it’s hard because what you’re trying to do is work yourself out of a job. Yeah. Let your team run without you. Right, that’s right. Which makes people nervous. Yes. Because truly, if you’re a good leader, you’re not going to work yourself out of a job, right? Like, you’re going to really be needed there, but it does feel very uncomfortable. If you’re not doing that, then are you really doing your job? Okay, so when you think about, when we go back to the team piece, because that is a reality of sales teams. Everyone has their individual goals, right? So they’re kind of competing, and sometimes it’s this friendly competition. Like, hey, I’m going to beat you this quarter, that type of thing. But how do you bring the team together? Because as you said, as a sales leader, you’re getting everyone pumped up individually, but they still need to, if you look at it a different way, compete against other sales teams in the department, right? How do you make that switch in your head from that individual mindset to, hey, the team needs to win together? Yeah, so for a manager, it’s so important because the more of your people are doing well, the higher your bonus is going to be. You know, if you only have a couple of people that are doing well and everybody isn’t, one of the prices managers have oftentimes is that their top reps are making more money than they are. The best managers get more leverage off of their people than anybody else. It was interesting because when I started in sales, at the time, the way the compensation program was set up, the team won a team award, so if your district finished within the top 10, there was a top 10 trip. And I remember when I started, my territory was, I think, like 500 something out of 640 reps, so I wasn’t doing very well at all. And I was new. I mean, I took a territory, I sold twice as much product as the rep before in the same amount of time, but was still ranked near the bottom. But because the team did so well, we got additional bonus. And so it was set up that way. And then over time, they switched the compensation where you needed to rank a certain, you know, top 10% or whatever that was to win the trip. So ironically, I finished three of 640 and never won a sales trip. I won district rep of the year, but at the time, the compensation programs were different. So there’s advantages to that because set up that way, then the team thinks in terms of we all need to do well for everybody to do well. But it doesn’t change if the top managers get more than representatives to do better. I had a sales manager when I was a district manager, and her thing was around best practices. And so we would take the whole management team would go into a district and spend the day, and we would do a best practices dinner. And so her whole mantra was, we have all of the strategies, all of the tactics and things. Your job as a sales manager is to figure out how to execute your peer. So in other words, her challenge to us was prove you’re a better manager. We all have the same tools, the same resources. And like a lot of industries, the company tells you what you need to do to be successful. They tell you how many calls a day to make. They tell you what the messaging should be, what resources you should use, what money you should spend, what the budget should look like. And the people that follow that most closely generally are the people that do the best. So when you think of it from that way, manager’s role is not to necessarily have the representatives compete with each other, but they should be competing with themselves. If you can get somebody to think about, if I can sell more today than I sell tomorrow, then I’m going to be better for it. And if you get everybody focused on that and rally around best practices and helping everybody, then the team in itself can win. And that helps everybody because if you’re a, let’s just say you’re a representative that sits in the middle of the rankings of your district, but you’re in a district that has strong performance and promotional opportunities come along or other opportunities come along, they’re going to look at that person. They’re going to say, well, they work for a pretty good manager and they’ve got some decent performance, even though they’re not a top rep. You’re going to more likely get that opportunity versus somebody that, you know, you’re the only representative that’s doing well in that district and the rest of the people are near the bottom of the stack. Well, who wants to listen to you because they’re going to wonder, well, what’s the leadership that you’ve been getting? What are the lessons that you have to, that you’ve learned and why aren’t you helping your peers be successful? So I think the manager does have a lot of leverage points and think of it as challenge each individual person to be the best version of themselves.

You know, I don’t like that part, just competing against yourself and putting it that way instead of against each other. I’d say it was mostly a friendly competition back in the day, but yeah. It was definitely, it was there, it was strong. Sometimes, I don’t know, I think it led to short-term decision-making or urgency when it didn’t need to be urgent, but, you know, when your money’s riding on it, it’s your livelihood, it makes a difference. So I established a Top Gun award, and what that was was a plaque that was created, and the number one sales rep would get the plaque for the month, and their name would be engraved on that plaque. So you had 12 sections for, you know, the 12 months. You could be a representative and not win the Top Gun award for any month, but in the month of December, if you were the number one sales representative for the year, you would get that plaque. And so it created some friendly competition for the team, because everybody would be waiting to see who’s going to win the plaque for the month. The ultimate goal was to figure out who was going to get the plaque for the year. So that created some friendly competition and smack-talking about all the things that go on, but ultimately, it’s something that our team had that other teams didn’t have. You can still rally the team around, you know, culture, we have a great team, everybody’s doing well. Yeah, and like you said, competition’s not a bad thing, right? I mean, like, you need a little competition for some people. Like, that is their motivator, right? So especially, I think, people in sales gravitate maybe more towards competition, but like you said, it’s not a bad thing. You know, one thing that’s always, I guess in my experience, has been a challenge is identifying sales leaders from the pool of salespeople, right? Because I find, and I’ll tell this story, that I reported to someone, they were new sales, big groups, new sales, and he was amazing. Like, he topped salesperson, eventually got into a high-level leadership role, and it felt like it was just, he was not in his strengths. He wasn’t able to sell. He was, you know, paperwork, bureaucracy, politics, internal stuff, right? Because I think a lot of salespeople can stay out of all that noise, because they’re out doing their thing. And so, I have two questions. I’ll save the second one for after you answer this, but how do you look in your pool of salespeople and say, that person can be? I’m seeing qualities of that person that can be promoted into leadership. Yeah, that’s a tough one. You know, so many companies don’t have a systemic process. You know, I think part of that is because of downsizings and developmental programs that were put together that no one gets promoted, because there’s still work for them to go. I think having competency models, you know, clearly helps, and skill models around what a manager looks like. Providing people developmental opportunities, you know, whether it be mentoring a new representative that’s coming into the organization, giving one of your strong performers an opportunity to mentor. And then you sit, you know, from a sideline perspective, provide feedback, provide coaching, see what that looks like, see what that interaction is, get feedback from the person that’s being mentored to see what’s working, what’s not working, and then begin to uncover developmental plan type things. And also have that person, you know, sit beside you on some of the managerial things that you do.

Business planning, that’s being mentored to see what’s working, what’s not working, and then begin to uncover developmental plan type things. And also have that person sit beside you on some of the managerial things that you do, for example, around business planning, or doing staff meetings. When I was a training leader, I quit running staff meetings. I would delegate that to one of my direct reports. Now, obviously, they would have to have a conversation with me around what the meeting was going to look like, but they would go out to people on the team to find out what we needed to talk about. So all of those are things that a sales leader can do to begin to develop their people. And then they can assess from a skill set standpoint, what are their strengths, what are their weaknesses, what are their developmental opportunities. Tons of sales meetings are the opportunities for that person to get up and present, talk about why they’re doing well, put together a deck, all of those things that a manager would do. So those are internal opportunities that a manager can use to begin to assess the skill sets of their top salespeople to figure out, is this a person that we should be looking at promoting? And in some cases, you may have somebody that’s a middle performer, that maybe they’re over 100%, maybe they’re 101, 102%, and they exhibit all the skills that I would take to be a manager. Maybe that’s the person that should be promoted to a sales manager. I mean, Bill Belichick never played football, and we all think of him as one of the greatest coaches ever in football. So maybe it’s not as much you need to play the game or you need to have done the thing, so to speak, but you need to have the skill sets to be a strong manager. And maybe it shouldn’t all be, it’s our number one salesperson or it’s our top 10%. Maybe the talent pool should go a little deeper than that. Yes, so much to say. And I hope Belichick doesn’t ruin his legacy at UNC. We’ll just put that there.

A few things there. So one is not only do the love your examples, giving them real opportunities to not only test them out, but get them to test out the role. Because they may be like, let me go do something else. That’s not it, right? But I think it’s also important, I’ve talked about this before, I love that you talked about this in sales specifically, that it could be people just meeting expectations. They’re doing their job. Don’t overlook them. Don’t count them out. So the second part of that question is, let’s just say a great salesperson gets into a sales leadership job and they’re like, mm-mm, don’t like it. What are you suggesting? Dude, I’m going to get back to you going, hey, I just want to do sales. Because it could be the image into your career when someone promotes you and you’re like, I don’t like this. And it can feel like backtracking. Do you have any thoughts there? Yeah, there’s a lot there because I think there are a lot of things that could possibly be going on. I knew, this is early on in my career, somebody that was a sales manager, they did well. I don’t know from a behavioral standpoint, out of all the stories I heard, don’t know if they were true or not, but if people considered them the best manager, they stepped out of managerial role and they’ve been in sales for the last 20 years. I don’t think it hurt their career at all. I think they’ve had a very good career. I think you have to decide what you want to do and where you want to land. If you look out over the next 20 or 30 years, what do you want people to say about you? What are the experiences that you want to have gotten? Sometimes people just don’t want to be a manager. I think that’s okay. The other part of it is that it can be a sign that there’s a growth and developmental opportunity. Sometimes the reason people don’t like something is because they’re not very good at it and they don’t have the skill set. A lot of people that are looking at manager from the outside, they’ll look at them as manager, which may not necessarily be always the best thing to do. They think in terms of, my manager does a lot of babysitting. I don’t want to do what my manager does. There’s a perception that the job is harder than maybe it should be. They don’t want to move that step forward. Then they get in a role and then it feels like everything that I saw and everything I thought about has been validated. As you learn more skill sets, you have to figure this out from a developmental standpoint. If you get those opportunities, does the job get easier? Is it something that you like to do? If you make a decision that that’s not what you want to do, then you can pivot. It doesn’t necessarily mean that you have to go back into sales. There are other types of jobs that you can go in operations, you can do training. There are other things that you can do if you have a skill set. Sometimes people get bored. You’re a manager, you’ve been a manager for the last 10 years. Maybe you need another opportunity. Maybe it is sales, maybe it’s something else. There are a lot of it’s some self-discovery. I would suggest that somebody go out and get a coach. Have some conversations and kind of peel the onion back before making that decision. I think any decision a person makes is a right decision. We get caught up in what other people think, but we all have one life that we have to live and ultimately you need to do what’s going to make you happy. If being in sales is what you love, nothing wrong with sales people because they’re the ones that generate the revenue for the organization and stay in business.

So, you know, that’s a go for it. I love what you said, every decision is the right decision, right? It doesn’t matter what you make, just make a decision, right? You can always make a different decision if you find that that’s not the right one for you. I think that is great advice. So, when you think about the leadership, the sales managers that you’ve trained and worked with over the many years that you’ve been in business and working, right? What separates the leaders or the managers that you see excel and continue to thrive in their career and you can use that however you want? Yeah, I think learning is a huge component. Leaders are learners, and I think that you always have to be learning. You know, earlier we talked a little bit about AI and figuring out how to use that tool, and I think sometimes the latest technology comes or the latest tools and resources are available and managers don’t learn how to use them, so they don’t necessarily stay fresh. You have some managers that have been in a role for 30 years, and the whisper behind the lane, so to speak, is when are they going to retire? Because they’re not keeping up with tools and resources. They refuse to either send email or use their cell phone or do all those things. For example, even 10, 15 years ago, we didn’t text as much. If you have a new generation, it does a lot more texting, so if you’re a manager that’s a Gen Xer or a Boomer, you’ve got to get a little bit more efficient in your texting and providing feedback in that way. It’s totally different. Don’t complain about millennials and other generations. They’re not wrong, it’s just their generation just does different stuff, and if you’re going to manage them, you’ve got to get on board and figure out maybe there’s some tricks that you can teach them, but you’ve got to meet them halfway, and it goes both ways, and you can be far more effective as a manager if you’re looking to continually up your game, understand some of those things, and figure out what are things that I could be doing. I think the managers that thrive do a better job of being able to stay up to date, constantly improving their skills, honing their skills, and then continually just looking to improve. There’s that saying that if you stay still, you’re going to fall behind, and I believe that’s more true now than it ever has been. So Keith, as a Gen Xer, I love a text. Like, bring it on. We don’t need to talk. Just text me. I am fully adapted to this. Although I probably have too much punctuation for my Gen Alpha. He’s like, come on, you need to figure it out. RN is right now. But yes, not adapting, and also the doctors are getting younger and younger. I’m not getting older and older. So yes, that adapting is definitely a thing. So Keith, if you could mentor an early sales leader over coffee tomorrow, what would you encourage them to start doing and then maybe stop doing or leaving behind? I would say, if I were mentoring a new sales leader, it would be figure out the best use of your time. New managers can be overwhelmed with the amount that they have to do, and it’s easy to get caught up in the reports of, you know, somebody’s calling you, I need to.

I need that, the sales meetings. Managers do everything other than spend time in the field with their representatives. When I was a manager, we were required to be in the field 120 days. Over time, that’s decreased to 100, and some companies add 75. So that gives you an idea of how much time managers don’t spend coaching and providing feedback to their representatives. So I think that prioritizing and figuring out what’s important is the number one thing. The second thing is become an expert at providing coaching and feedback. We talked about that earlier. Being a manager is not difficult, but it is the hardest job that you’ll ever have. And part of it is because people are involved. And learning and understanding human nature becomes so key. And anything that you can do to do that will make you a far more effective manager. And then remember the last thing, and I alluded to it earlier, leaders lead. And what I mean by that, you need to do everything in your power to enable your team to be successful. So if your team is struggling with product knowledge, don’t call sales training. Figure out how to get your people set up to be successful. If your people are struggling with sales skills across the board, you as a manager, that’s your responsibility to figure out how to get the team better. No one’s going to send you a lifeline. And so often managers will sit back. They’ll complain, you know, we don’t have this, we don’t have that. It’s, well, have you made a telephone call? What have you done? The team is looking for you to lead the team, not manage the team. And that’s the difference between leadership and management. I do truly believe that effective management skills are important and that good managers make better leaders. But at the same time, to lead, you’ve got to be up front. You’ve got to be out front. You’ve got to drive the team. One adage that I learned from being in the military, one of the things that the infantry theme has always been follow me. As a leader, are you worthy to follow? And it ultimately goes back to because leaders lead and people are going to follow you if you’re a leader and you do those things that enable your team to be successful. So those are the three things that I would tell people to focus on if I were mentoring a new sales manager. I think those are all great things to consider. And I often ask new leaders, why would anyone follow you? And that kind of stumps them. It’s like, I got a title. I’m that nice.

I’m a nice person. Got some work here. I don’t know. I was just given a title. You know, someone told me I did a good job. It’s a lot to ponder. It’s a lot to figure out who you want to be as a leader. Right? It takes time. It takes lots of mistakes. Lots of trying things and figuring out what kind of leader you want to be. So I think those are all good habits. Being a new sales manager is like being a new sales rep. It’s a new skill. It’s a new thing. It’s the developmental pathway in some ways is not that much different. Sometimes you luck into some wins and do some things well, maybe by accident, and then you look back and say, I don’t know how I did that, but I’m glad I was able to learn along the way how to do this consistently and on a regular basis. Yeah. But Keith, where can people find out more about you and connect? They can find me at coremanagementtraining.com. That’s my website. Or they can connect with me on LinkedIn. I will link it all up in the show notes. But Keith, thank you so much for your time. I appreciate it. Thank you so much, Jen. Thanks for having me.

Building Stronger Leaders, One Conversation at a Time

Career Growth and Professional Development

Networking and Proactivity: Advancing in Pharma Sales

Breaking into or advancing within competitive industries requires more than a strong CV. Managers want people who can perform from day one, and professionals who wait for opportunities often get left behind.

The Conversation

We explored how networking beyond your organization can open unexpected doors and why proactive professionals stand out when competition is tough. We also discussed what hiring managers really want: proven performance, clear value, and candidates who can tell their story with confidence.

The Insight

Opportunities follow those who stay connected, continue to develop, and consistently demonstrate results. Networking and initiative are not extras. They are essentials in any fast-moving environment.

The Action

  • Keep your network active before you need it.
  • Prepare 4–6 short stories that highlight wins, setbacks, and lessons learned.
  • Do not wait for someone to notice your potential. Start the conversation.
  • Engage in one-on-one conversations with decision-makers to inform your next steps.


Why do all the medical and pharmaceutical sales jobs require sales experience? And more importantly, how can you get around that? Or show up in the interview and be the one they choose?

Well, today’s guest is a consultant to those hiring managers. Yes, he works with top medical and pharmaceutical companies to train their managers how to hire people. So guess what?

He’s gonna share with us what they’re really looking for behind the scenes and how you can show up in the interview and really impress that hiring manager. If that interests you, you’ll love this show. Have you ever thought about one of those high-paying medical or pharmaceutical sales opportunities?

My name is Mike Hayes. I’ve been hired by some of the best companies. Hey, reach out to me on LinkedIn or go to my website, gethiredinmedicalsales.com.

So guys, I’m so excited today to have Keith Willis. Now, the amazing thing about Keith, he trains pharmaceutical sales reps in their divisions and helps their managers. So Keith has a world of information to share with us and can help us tremendously.

So Keith, welcome.

Thank you, Mike. Really glad to be here.

I hope I did your introduction justice.

Yeah, it was good.

Okay. Well, I can’t wait to peel back the curtain because we’re all trying to get into the pharmaceutical companies, and now you’re actually helping their teams be successful. But before we go into all that, you’ve had a great career in sales and now in your consulting role.

But I want to ask you a question. If you go back to your younger self as a rep, what would you do today to advance your career?

Well, that’s a good question, Mike. What I would have done more of would have been to network. It’s a word that we throw around and we all think that we know what that means.

A lot of us are on LinkedIn. We’ve got a network of people, people that we talk to on a regular basis. But I mean, beyond that, I think it’s not just the companies that you work at knowing people there.

It’s knowing people within the industry, being more involved in just organizations, even outside of the industry, to have a broader bandwidth of people that you know, to create opportunities for you. Interesting enough, as a consultant, you begin to understand the value of your network and people that you think are going to help you don’t necessarily help you. And people that you don’t think are going to help you oftentimes just end up being the one that help you.

And being an observer, looking from the outside in for people that are trying to get into the industry or in the industry and looking for jobs, you know, with so many different downsizing and companies, restructure, this seems to be, I won’t say a game, but at some point, if you’re in the pharmaceutical industry, your number is going to come up, whether you’re new or you’ve been around for awhile, you’re going to get that proverbial call that says, I’m sorry, your job is no longer available. And being able to work that network and having people in a variety of different roles across a variety of different organizations will help you tremendously. And I think that, you know, looking back, I’ve had the chance to reflect upon my career, things that went extremely well, maybe things that didn’t, or ask the question, how could I have gotten to a higher level?

I think those are the things that I would have done more of. And not only that, I think, to be far more proactive. A lot of us are sitting and waiting for people to give us a hand up.

And ultimately, you’re the only one that can make your career happen. And you’re going to get a lot of pushback and know from people because people are often jealous. And so you have to take the initiative.

And I think a lot of people, including myself, sit back and wait for things to happen. Now, obviously, I didn’t get to some of the roles without asking questions and raising my hand. But you have to go beyond that, especially when you get to that middle tier and the competition is pretty stiff.

Maybe you’re working in the home office. There are a bunch of opportunities for you. You’ve got to go out.

You’ve got to set up the one on ones. You have to have some conversations about what you think you might want to do. I think one of the challenges we often have is we don’t know what we want to do when we grow up.

And there has to be that process of discovery. And I think once you do that, it’ll pay dividends for you.

Excellent. Wow. We’re off to a fast start.

You’ve given us two pearls right there. So networking, and it’s not always the people you think are going to help you, but somebody new you might meet. And then secondly, you talked about being proactive.

I think I grew up and we all love to think someone’s going to tap us on the shoulder and say, Mike, you’ve been discovered. You’re so wonderful. We’re going to move you to the corner office.

I’m still waiting for that phone call.

Yeah. Waiting for it to happen.

But more importantly, especially today, like you said, if you’re proactive, along with the networking, combine those, when you’re just generating more opportunities for yourself. So I always say finding a job, when I help people, every step of the way you’re selling yourself. It sounds like you just described the exact same thing, right?

It’s the networking, meeting new people, being proactive. I mean, that’s just the world we’re in.

It is, and I think the thing is that most people started looking for a job when they need to, and it has to be a search that’s constant. It’s not that you’re looking for the next opportunity, it’s that you have to be prepared, so those conversations have to be ongoing. You never know when the opportunity is going to strike.

It might be a great position at another company, it may be internally, it could be anything, or you get that proverbial pink slip. At that point, you’re behind the 8-ball and you’re trying to figure out, you know, how do I get into my next role? I’ve got bills to pay, I’ve got a family to take care of, and all of those things.

Yeah, that’s kind of the thing. Man, you’re like, then I wish I was really networking a lot more, but to your point, don’t wait till it’s too late.

Yeah, absolutely.

Now, also, Keith, since you’re dealing with hiring managers, here’s what I want to ask you, a tip to give us a tip, like, how can we impress a hiring manager? Let’s say someone’s listing to have an interview coming up, or they’re in the middle of an interview series, they know it’s competitive. You’re talking to these hiring managers, you’re working with their teams.

Is there a certain topic or need that they all, maybe they uniformly have that a rep could show up today and talk about that might help get their attention?

I think it’s two parts to this. A manager hires somebody, they’re looking for people that are going to perform one, day one. Whether you’re new to industry, you’ve been around for a while, having a consistent pattern of performance is what they’re looking for.

And they’re looking for people they don’t necessarily have to handhold. That being said, I don’t know that managers get as much interview training as we did back in the day. And so oftentimes they may not be as prepared to interview.

And even if they are, I think you as a individual, you have a story to tell. And so you have to have kind of your value prop. What am I selling?

What is it that I bring to the table? It’s not necessarily around about the people that you’re competing with. It really is about you.

There are a lot of different people that could do the job. But you as an individual are very, very unique and you bring a unique set of skills to the table. And thinking about and preparing and having your stories prepared to be able to tell beforehand.

What a lot of people do is they wait for their interview and they obviously expect some certain questions. But what you’re trying to do is sell what you’ve done in the past, those things that have resonated, those things that you know are significant accomplishments. And if you focus on doing that and telling your story, those will be the things that begin to differentiate you between other candidates.

That doesn’t necessarily mean that you’re always going to get that job. There are times where I’ve interviewed, I actually have somebody that they’re retired here in a couple of weeks that I brought into the industry. And I had an opportunity to bring them into another company that I was in.

And I didn’t at the time because the timing wasn’t right. I think at the time, I had, I don’t know, it was politics, you kind of know, you have a feeling that your job or something’s going on. So shortly thereafter, my position was eliminated.

So the long and short of it is I didn’t hire her. But because she had interviewed with another manager, that manager was impressed with her, eventually ended up hiring her maybe another six months later. So here again, you have your story, you have your value prop, what you’re about.

And there’s always a right role for you. There’s a right organization for you. You just need to figure what that organization is.

But ultimately what you have to do is you need to hone your story.

I like that. There’s a right role. There’s a right organization for you.

If we could just keep that in mind. So now, Keith, I want to go back. Let’s go back and talk about your journey.

Like take us back. You were a rep at one time, but now you’re now your consultant to the pharmaceutical company. So tell us how that all came about.

Yeah. So I started my career in the Army. I was a captain when I got out.

And so I went through this developmental program with an organization that recruited junior military officers out in the military. They would come to different posts. And at the time, I was overseas and entered into the program.

At the time, I think he took, I’m trying to remember if he said he took about 3% of the people that he interviewed. I just remember one of my first questions he asked was, why do you want to enter the world of profitability when you’ve been in the world of non-profitability? Oh, by the way, you’ve got a degree in sociology.

What am I going to do with you? That was my first interview question.

Whoa. Right out of the gate.

Right out of the gate. And that by far is the toughest interview I’ve ever had. But what that program did is it put me in a position to interview.

I had 11 different interviews over the course of two days at a career conference. I spent probably about 18 months in preparation. There was a book called PCS 2 Corporate America, gave in all the ins and outs of my role or position in corporate America.

One of the big things you used to talk about was the resume, how to build an effective resume. The other part of that was around the interview and the interview process. So one of the things that I always would stick out would be, most interview questions are a derivative of this.

Tell me about a significant accomplishment. Why is it significant and how did you accomplish it? So in any interview question, you’ll hear that.

So we always talk about the star format, but if you go back and you think about the question itself, those that have done some level of interview training, you’ll hear that. Now it may sound like, tell me about a time you had a challenge, why it was a challenge, how you solve the challenge. It’s the same question at the end of the day.

And then there’s other interview question that he had, that became one of my favorite interview questions was, tell me about a time you failed, why you failed, and what you learned from that failure. This thing would be, if you don’t have a failure, I won’t hire you, because this thought process is that in life, you’re going to do some things that are beyond your capabilities. And I want to see that you stretch yourself, and I want to see where you stretch yourself.

And so those are the type of people that I’m looking for to bring into the organization. And the other thing that he used to always talk about was the piece around your resume. He always said, you know, you need to have significant accomplishments.

Now, mind you, I was a lot younger then. So you’d have, you know, at the bottom of your resume, you’d have like your GPA. And so what he would say would be, we know this person’s a failure.

And he said, the reason we know they’re a failure is because in their resume, they have no significant accomplishments, but in their schooling, they’ve quantified their success with their GPA. So they already know intuitively that they should be quantifying their successes. And so it was an interesting spin, but it got me in a habit of if I look for a resume, I always looked for significant, significant accomplishments and could you quantify the successes that you had.

So between those two things and being able to interview effectively, I was fortunate to go through that program. And a lot of that information followed me in my career. Now, ironically, one of the guys that helped me, like you, I interviewed with Jane Jay during the conference.

I think it was at the Con Endo Surgery. I didn’t do well in the interview at all.

Well, I’ll just tell you, that’s a tough interview. I did not get that one either. That’s a tough back then.

It was. There were two of them. One guy was kind of sitting in the corner, so I didn’t make eye contact with them or anything.

But the one guy, Mark Horsman, had given me some feedback. Well, Mark went on and started his own podcast, Manager Tools and Career Tools. And I call it God’s Gift to Managers, because he’s got a whole interview series and everything.

And when I’m mentoring people, it’s one of the things that I’ll send them to. In fact, one of his podcasts is Your Resume Stinks. So I always send them that link to that podcast, because it’s very informative of what a good resume should look like.

So those are just some of the lessons. But that’s how I ended up in corporate America.

It sounds like baptism by fire.

I mean, I was fortunate in that when you think about it, when you graduate, and I know programs are, I perceive programs to be a lot more robust. I mean, I never went to the writing center or recruiting center when I was getting out of school back in the day. And I think a lot more services available now than there were then.

But ultimately, I mean, imagine getting an 18-month boot camp preparing you to be able to interview and go to a conference and meet with several companies and then follow up post-conference. I mean, that was a blessing in disguise. So while it was baptism by fire, it made sure that I was well prepared.

And I would gather if most people went through a program like that, they would be very, very successful in being able to interview. And that followed me throughout most of my career. I continued to use a lot of those techniques and skills in looking for and finding jobs.

So I was fortunate to have that experience.

Nice, nice. So what was your first job? First pharmaceutical job.

Yeah, so I was a sales rep with Seba Guygee. I was in Albuquerque, New Mexico. I covered the four corners.

People that cover that area, there’s the pass. You’re either coming from, I believe, the Texas side or the New Mexico side. You’re coming from one end or the other.

I think actually Oklahoma. But people always talk about going through the past. I did not have to go through the past, but Durango, Colorado.

I had Grants, Gallup, all of that area, Farmington, New Mexico. We were on a six-week rotation.

You say that’s a lot of geography.

Yeah, a lot of geography. I was newly married, no children at the time, so I guess it wasn’t that bad. My wife might say something different, especially when I would go out to Farmington, because Farmington and Durango were a week out.

You spend the first two or three days at Farmington, and then you drive up to Durango. And Durango had, I guess, what 300-inch snow base. I’m not a skier, but for people that love to ski, Durango is one of those places that folks love to go.

I also had Taos. Taos, Albuquerque, and Santa Fe were a part of my territory also.

I think the bottom line, as my last guest said, there can be a lot of windshield time in this job. Depending on your geography, I always got a kick out of the reps in New York, they have like one or two buildings on a corner.

Yeah. There’s pros and cons to them. You know, when I was a rep having windshield time, you know, that was a lot of development time.

You know, you have books on tapes and things like that. So I got into that early habit. And then as a district manager, I was fortunate because I was a district manager in Northeast.

So I probably had one of the smaller districts. So I think my furthest drive was probably two, two and a half hours. So I didn’t really have many overnights at all.

So relatively to other people in other parts of the country, as a manager, you can be on a plane all the time. And I even know that with more specialty product, there are reps that are on planes now because they have so much geography. So, you know, in some ways it’s, I don’t know, it’s relative to your experience.

Yes. So as a sales rep, can you remember some of those, maybe an early success story or when that you had kind of as a new pharmaceutical sales rep?

Oh, I guess I’ll tell two stories. I was a rep in Albuquerque. I, you know, we were selling a product, and you can’t do this now, but at the time, there were the estroderm patches that we had, and we had like these little bags or whatever, and we would put the sample into the bag and some of the brochures and information and everything.

And so the idea was to create an opportunity for the doctors to try. And so we got some lift off of that. And then another product that we launched.

We had a physician that you had to wait, I don’t know, forever to see him. And if you waited, there was a payoff. And at the time, there were three of us in this group.

And one of the representatives of our group waited. And so we ended up being the number one pod within our district. There were three pods in the district.

So we did extremely well as new reps. But that would be the one story. And then the second story is when I went over to J&J as a sales representative.

I took a territory that was ranked probably 500-something out of 640. Wow. And in fact, the last six months, I sold twice as much of the product as the previous rep, but was still ranked like 500-something out of 640.

But what that did is that set me up for the next year where I was ranked three of 640 reps, two of 72 in our region. So that helped out. I was still relatively new to sales, but a lot of things came together, and that launched me on my career, provided me with a lot of opportunities, promotions, and those types of things.

Let me ask you to pull back the curtain. You think day to day, what made you successful out there? Because there’s a lot of misinformation when people Google pharmaceutical sales reps or medical sales reps.

There’s a lot of confusion. There’s, of course, the image on LinkedIn where everybody’s winning President’s Club and it’s glamorous. And that’s fun too.

We like that, but kind of nuts and bolts. Do you remember some things you did to help you to be successful?

Yeah, actually, there’s a lot of stuff. So I had a little, they used to have these little red notebooks. And so I used to keep notes in that notebook, not notes like position calls, but closing techniques, Zig Ziglar, Tom Hopkins.

I did a lot of reading, listening to the tapes, and things like that. I tried different techniques. Brian Tracy, one of the things I would do to get myself to close is I would imagine I had a $20 bill.

So I sat down and thought about the value of each call, and that if I didn’t close, what that meant. And it was like taking a $20 bill and throwing it in a trash can. So that was revolting to me.

So I used that kind of imagery to make myself close. There was a book that I had read on body language. So I looked and paid attention to what people were doing.

I had a physician that would set up against the counter, his legs crossed, and his arms folded. And we’d have great conversations. And it wasn’t until I read that book and figured out that, oh, he’s closed off to anything that I’m saying.

And to be able to visually see him uncross his arms and uncross his legs gave me the insight to know that he was beginning to receive messages. Figuring out when a physician was lying, I remember one time physicians said to me, you know, your product’s doing great. And somehow or another, he had his hand covering his mouth.

And I looked at him, he looked at me, and he knew that I knew that he was lying. So we both started laughing. It was so hilarious that, you know, I focused on my top decile physicians.

Yeah.

I didn’t really focus on the bottom ones. That, and I’ve tried to quantify the value of the calls that I made. I went in, I looked at the calls, and, you know, would look for patterns.

You know, I did lunch, I did a program, I did this, I did that, and would look to see, you know, am I moving share with these physicians in that hit list. So there were a lot of different things that I did to really focus on really just moving sales, and a lot of blocking and tackling. Excuse me.

I just jump in, we throw around the word business acumen, but it sounds like that was a part of it where you’re, we talk about the 80-20 rule, right? That 80 percent of that business came from 20 percent of your customers, that those top decile, high-volume doctors, and it’s your job. We talk about this a lot in running a territory, you have to have a presence in all the offices, that’s your job.

Yet, you’re also paid to sell, and so you have to really be able to have move the needle in the big offices, that can actually make it the biggest impact on your territory. So as a business man, you have a business person, you’re quickly learning, okay, where is this business? And you have to dig and learn how to do that, because what’s so funny, I tell people, like, if you’re selling widgets, you go up to the guy who buys widgets at the manufacturing plant, and you’d say like, I want an appointment with a purchasing agent, and I understand you guys buy so many widgets, and okay, this is so different, you know, pharmaceutical sales.

First of all, we go in there, you know, we’re on their turf. They don’t actually need us to come in there. Our free samples was usually the ticket in, or we had new information about a product, and we tried to be a consultant, we tried to really add value, and all that’s really important.

But at the end of the day, you know, they’re not really telling you all the product that they’re using and how they’re using it, and the competition, it’s our job as the rep to kind of peel back that onion and learn and understand, you know, where the business is, and that just comes from when they hire you, when you’re going into interviews, to have some sense of business acumen. You don’t have to be a professional at the interview start level, but in time, they want you to grow in that.

Yeah, and I agree with that, Mike. I mean, ironically, I still remember after all of these years, you know, a lot of that detail, a lot of the things that I did. My route was tight.

I saw the same physicians consistently, especially those large decile doctors. At the time, you know, oftentimes there were multiple reps seeing doctors, and we were kind of army of one per se. There was just one of me, but the doctors would say, I see you so often, and I would reply and say, well, you know, my competitors have two or three reps, there’s just me.

And you negotiate and you sell to offices in just getting time, even with your difficult no-see physicians, figure out how to see them, let them know that you want to see them. And I think this is one of the things that’s consistent, is that ultimately you talked about value. And I was having a conversation, and somebody made the comment about reps being friends with physicians.

And it’s back in the day that may have been true, but after some of the new laws were passed, you didn’t have as much access. You might have good relationships, but they’re not your friends. And their time is more valuable than their money.

Because when you look, the fact of the matter is with 10,000 baby boomers retiring up until 2029, 2030, shortage of physicians, not only in the United States, but across the world, the number of specialty products, the number of reps that are even calling on oncology and specialty practices now is significantly more now than it was even 10, 15 years ago. So you’ve got to bring it every time you walk into the office. You’ve got to provide some level of value.

And so you’ve got to bring your aid gain.

Well, that’s all the time we have today. Thank you, Keith. Next week, we’ll get the conclusion or part two.

And in that, Keith’s going to offer a great job training guide for us as a free offer. So we can’t wait to get that. If you’d like some help, some coaching maybe on one aspect of your journey, or you’re just getting started and you’re interested in all of my seven steps to get hired in medical sales, reach out to me, send me a message on LinkedIn or go to my website, get hired in medical sales, and we’ll talk to everybody next week.

Career Growth and Professional Development

Career Growth: Influence, Resilience, and Mid-Career Momentum

As careers progress, the challenges change. Influence matters more than authority, setbacks become part of the process, and growth often comes from lateral moves as much as promotions.

The Conversation

We explored the “influence formula” (credibility, reliability, relationships, and low self-orientation) and why these skills are essential in matrixed organizations. We also discussed how leaders can handle setbacks, why lateral moves build valuable skills, and how to keep learning instead of getting stuck in mid-career.

The Insight

Career success in the middle years is less about chasing titles and more about building credibility, adaptability, and resilience. Leaders who expand their networks and stay open to new experiences build lasting momentum.

The Action

  • Schedule regular one-on-ones with your manager, even if they do not initiate them. Visibility creates opportunity.
  • Strengthen influence by building trust and credibility well before you need it.
  • Treat setbacks as growth signals. Capture the lesson and move forward.
  • View lateral moves as chances to expand skills and perspective, not as detours.

Keith, welcome. Thanks for joining me. As one veteran to another, after Memorial Day, thank you for your service.

Thank you, J.R. Same to you.

It’s always a good reminder of the fact that a lot of people have given their lives for the freedoms that we enjoy in the United States. It’s more than just barbecues and a day off.

It is a day to commemorate a lot of the sacrifices that men and women have made in this country.

Let’s talk about you. Start with Core. Tell us a little bit about how you got started and what you do.

Core Management Training is a company I started. Like a lot of people, I was transitioned out of my role. I was surprised one day. I came in from vacation, and my boss wanted to speak to me. After thinking about things and doing some interviews and things like that, I didn’t realize that as you get older, there is this thing called ageism. I decided I was going to go out on my own. I always had an entrepreneurial streak. I did the Sprint phone cards, Amway, and some of those things.

I wanted to be able to help managers be more effective in their role. I helped stand up leadership development at one organization. One of the things that stood out is that managers get some training, and the pharmaceuticals do a pretty good job of training generally, but it’s not consistent. There are usually gaps. I felt like managers wanted practical tools, resources, and those types of things to help their teams perform at a higher level. I decided I was going to start Core Management Training. That’s what I’ve been doing for several years.

I would certainly agree with you that management training is something that most people don’t get. Most of what they get is either learned from the experience they have with their own bosses over the years or what they pick up on the job and learn the hard way. In many instances, most companies don’t do much at all in the way of managing training.

I would agree with you. I know you’ve worked mostly in the pharmaceutical industry. In general, that’s an industry that puts a lot of value on training employees, whether it’s about management or hard skills, or whatever. Most Industries are not nearly as good about that. You probably came from one of the better ones in the scheme of things.

I was fortunate that I got a lot of early training and participated in some good programs. That being said, a lot of times there are huge gaps in the industry as the industry has grown with downsizing and things like that. One of the first things that happens is that leadership development seems to disappear for long periods of time in major organizations.

More and more, there’s a need for outsourced L&D in most companies. Even bigger companies decide not to invest in it and have full-time staff on board. They may do a little bit, but then they go outside for more of it, and that creates opportunities for companies like you.

The interesting thing is that training in some cases is a developmental opportunity. You have a huge switch-over of people on a regular basis. Sometimes, a manager may even come in and do leadership development. They’re looking for the next assignment. In some cases, you have people who will stay for a while, but that creates a level of turnover, and then there are always opportunity costs. Where should I spend my time? I’m a tactician. I want to be somebody who focuses on strategy. That does create opportunities for me.

Who are your clients? What do you help them with?

Primarily life sciences, pharmaceutical companies, and companies that support pharmaceutical companies. I’ve done work outside of the industry, but because that’s where I spent many years of my career, it’s what I know very well. It could be anywhere from coaching and feedback, skill and competency modeling. I was at a workshop.

I don’t know if you’re familiar with the 14 Peaks documentary. I built a leadership workshop around that, around accountability and followership. Just practical skills. We’ve built case studies out of situations that were happening in managers’ areas where they struggled, so that the opportunity can be role-played and discussed through some of those challenges and issues. At the same time, there was some self-reflection on whether I am the type of leader that people want to follow.

Even when companies are doing training for managers, what do they miss that’s important?

I would say the pull-through. We have a tendency to think that we’re going to do a program, it’s one and done, and people are going to get the skills. I was fortunate that over my career, I worked in different organizations. There are these repetitive themes that go on. For example, things like emotional intelligence. You may pick up one or two things about emotional intelligence, or you can go through a coaching workshop. You learn some different methodologies.

If your manager doesn’t provide follow-up, feedback, or even walk you through in real-life situations when you’re having a challenge with one of the people on your team, and walk you through using that framework, a lot of what’s being trained is lost. It’s the ability to be able to translate what’s trained into real-life scenarios, and then be able to use that on a regular basis.

You suggested some topics for us, like influence when you’re not in charge, mid-career growth, and growth moments when you’re feeling a sense of setback. How did you pick those topics? That’s what we’re going to cover.

Part of it is, in some ways, it’s my path. It’s the path of many people who are in Corporate America. Even if you’re in charge, you’re still trying to influence people. There are people above you. There are people below. You can’t always wear the boss hat to get people to do things that need to be done. There has to be some level of influence. My life experience has been that the more you focus on developing those skills, the more effective you’re going to be as a leader, or even when you work within a matrix organization.

Everybody has setbacks, and they can look like their fatal, which can be difficult, and some of those transitions and growth. We’re always in a growth period, whether we know it or not. Even if you’re a new sales manager and you’ve just gotten this big promotion, it’s like a new sales rep. You’re starting all over again. There’s that constant cycle.

Understanding The Power Of Influence

Start with influence. I had a show guest who has a book out at the moment. In it, she relates a story of having to work on this big project and being stretched. Nobody worked for her. It was all an influence situation. At the end of it, her boss said to her, “You were effective. Spend the rest of your career acting like the people who work for you don’t work for you, and focus more on influence.”

It was a great example of how powerful influence can be. You talked a minute ago about matrix organizations. More and more, organizations’ structures are so bloody complicated that you are very often working with people who don’t work for you, and needing to get things from them, and work collaboratively with them. If you don’t have influence skills, it can get in your way.

I would agree with that. This is one of the things that I think about. There is this formula. I believe it’s by Charles Green, and it’s the influence formula. It talks about credibility plus reliability, plus intimacy, and divide that by self-orientation. If you think about the credibility of the skills and the knowledge that you bring to the table, that background is why you are hired and what your professional expertise is.

It’s how reliable you are. Do you do what you say you’re going to do? Can people rely upon you? You build a storyline within an organization around those elements of it. In most organizations, even in the military, everything is driven by relationships. The better your relationships are going to be, the more effective you’re going to be at getting things done. If you look at those three areas and if you have gaps in any of those three areas, you’re going to struggle in influence.

The last piece is self-orientation. The more focus that you have on self-orientation, the less you’re influence is going to be because it’s all about me versus it being about everybody else. I keep that in mind when I think about, from an influencer standpoint, how I can be better at that. That’s a good formula, whether you’re leading a team or you’re a part of a matrix team. Even when you’re leading a team, you end up on a project where it might be all your peers on the leadership team. You have to get something done or you’re running a meeting. You’re still using those skills on a regular basis.

When you do your training work on this topic, how do you shift people’s mindset from needing to be the boss and needing to be in control to being more focused on cultivating impact and giving up some of that self-orientation that you mentioned?

It’s a challenge because people get wrapped up in the pieces of the job. When you talk to managers, oftentimes, it’s more of, “Do what I tell you to do.” There’s this expectation of that. We know that doesn’t happen in life. I don’t know if you have children or not, but your kids don’t even do what you want them to. What would make you think that would happen at work?

You can get people aligned by looking at the impact and outcomes that they want to have, and start from there. Think about how you want people to see you. When you spend time in an organization, do you run a team where people are looking at you and saying, “I want to work for that person?” That’s influence when you look at it from that perspective.

You mentioned emotional intelligence earlier in the conversation. How does that play when you’re not the boss?

Emotional intelligence is a big tool. Data shows that people who are more emotionally in tune with others and their feelings, as well as how they impact other people, get more promotions and do better. I’m certified of to do emotional intelligence through TRACOM. I know there are a couple of other methodologies. Ultimately, they all say the same thing. The higher level of emotional intelligence, the more effective you’re going to be.

A lot of those skills can be learned. Some people have a more natural tendency around them, but you can be better at that. I like to think about it from this perspective. To be a good leader, you have to be a good follower. You have an opportunity to think about how I am showing up from an emotional intelligence standpoint when I’m following somebody. You don’t always agree with people on your team.

Sometimes, that person is your manager or your boss. How do you interact with them? That plays itself out when you get into a leadership role. You don’t just change overnight. You’re the same person who was in the previous role. When you’ve gotten promoted, hopefully, those skillsets are going to be things that you’re going to contribute and continue to use.

What mistakes do you see people make when they try to influence in the middle?

One is trying to be in charge. If you go back to the influence formula, have you established any level of credibility? Which makes you the expert? Are you the one who’s trying to bring everybody in on the team? How reliable are you? It’s thinking about it from that standpoint. People are such in a rush to figure out the outcome that they don’t think about what are the relationships that they have.

If you focus more on those things, as well as what you’re trying to get accomplished and making sure that all the voices are heard, from an influencer standpoint, you can be far more effective. Part of it is that the corporate sets it up this way. It’s this very competitive landscape where everybody is trying to get ahead. You spend so much time competing that you forget about what the mission is and what it is that we’re trying to get accomplished.

It comes back to that formula that you mentioned. People often get very transactional because they’re under pressure, they have to get something done, and they have a deadline. It becomes about them. Probably a little bit like networking, you’ve got to build influence when you don’t need the influence. If you build credibility, reliability, and intimacy when you’re not under the pressure of time, and if you build that habit of give and take that comes with being less self-oriented, you’re hitting all those different components of that equation when you don’t need it.

When you do, when you need it, and you’ve got to call in a favor, people know like, “I know this guy doesn’t come out and ask me for favors unless it’s important.” You build that relationship capital over the weeks, months, or years. When you do need those favors and there is an urgency to them, you can draw on them. If you don’t get in front of it, then trying to build influence when you have a deadline ticking is hard.

It is, and people miss that.

What do you do when you’re out there and you’re doing everything in the right way, but you still face resistance from people who don’t see your value? At best, they are apathetic. At worst, they are openly trying to get in the way of you getting your job done.

That’s part of the human condition. Everybody is not going to necessarily like you or see the value in what you do. At that point, it’s a good opportunity for you to ask for feedback. Sometimes, there are behaviors or things that you’re doing that you may not realize are taking away from your influence or from the value that people see. I also think, at times, it’s time for you to take a step back and think about where you are. We’ve all been in organizations where maybe we’re not a cultural fit. Maybe it’s not that you don’t bring value. It’s just that maybe people feel threatened by what you bring to the table.

How it shows up is the apathy and the unwillingness to help. It’s usually not a credibility issue because if you’ve been hired and somebody brought you into the organization, there was a reason they brought you into the organization. In some cases, it may not necessarily be a reliability issue. It might be that they just don’t like the way that you do things. In some organizations, we talk about innovation. I don’t know that everybody always believes in innovation. If you go to any marketing team or any sales team, there’s a tendency to do the same thing over and over again.

Part of it is because of their safety. There’s a lot less risk. As soon as somebody brings in something different, people are threatened by that. What do they do? They respond and react. I do think the last part of that is that you have to look at your relationships. Do you have advocates? Do you have people who can advocate for you, support your cause, and maybe do some of the heavy lifting for you when you’re trying to get something accomplished?

Influencing Your Bosses And Higher Ups

Do you feel like there’s anything that you need to do particularly differently when it comes to influencing your boss, their boss, or somebody in the senior leadership team of your company?

I do think there are very specific things that you can do. Not every manager does a one-on-one. In some organizations, that’s the culture. Everybody does one-on-one, but the reason you do want one-on-one is not necessarily to get an update, but it’s to build a professional relationship. Starting with your boss, your boss is the most important relationship that you have in any organization because they’re the ones who talk to their boss about you.

When I have coached people, the first question I’ll ask is, “Do you do one-on-ones with your boss?” Usually, that’s initiated by the manager who’s in charge, but some managers don’t do that. I’ll make the recommendation to reach out. You don’t necessarily need to call them one-on-one, but you get some time on your manager’s calendar. You do the same thing. You think about skip-level meetings that you can have what your managers, just so they know who you are and have an idea of what you’re doing.

Ultimately, you’ve got to build your own brand. No one is going to do it for you. Your manager has their own challenges and issues. They may have 30 minutes with you weekly, or you may work on some projects and things like that. No manager ever knows completely what you’re doing 100% of the time. That’s one of the challenges or one of the issues around when we talk about remote work. Your manager “can’t see you.” Even though in some cases, they’re in a meeting all day, there are those things that go along.

I do think that’s the number one thing is doing a one-on-one and getting visibility. The other thing is nighttime projects. We call them nighttime projects because they’re outside of your day job. Those are the things that get you exposure within the organization if you’re looking to climb the ladder and you want to get some exposure. Raise your hand for some projects, some initiatives, and things that will give you some visibility that can showcase your skills.

The last part of that is that you have to network within your organization. It can’t always necessarily be within the group that you work in. Expand your horizons. Talk to other people in the organization and get a better understanding of how the organization runs. It may even be as simple as thinking about, “Here are some things I think I might want to do. Let me do a little bit more discovery.” AI, for example, is the big rage. I don’t think there’s anything wrong with that. Maybe there’s a new department that focuses on that.

Have a discussion with them. It’s not because you want to do that job, but to get some insights into how you can use AI more effectively in your role or in a unit that you’re working in. What does that look like? What’s coming down the pike? Those are things that somebody can do to build their network within the organization, not only with their manager, but with their boss’s boss and throughout the organization.

You made a couple of points that resonated as they related to bosses who don’t necessarily do one-on-ones. When you get yourself in one of those situations, you have to find a different way to stay close to your boss. As you said, they are the most important relationships for you in that company. They hold the keys to your future with the company, your growth, and employment. First and foremost, that rests with your boss. If you don’t feel like you were in a position of at least some influence with your boss, that’s not a great place to be.

If you can’t change the way that they’re viewing the relationship, then you’ve got to change the way that you view the relationship and manage the relationship. You’ve got to find ways to stay top of mind for them because if you don’t do that, then the risk you run is that you fall into a negative cycle with them. They don’t see the value you’re adding, and because you’re not there doing a little bit of self-promotion in your one-on-one, if you’re not having them, you’re not finding ways to convince them that you’re bringing value to the organization.

Some people get into those situations with bosses like that, and they give up. At that point, you are giving up because sooner or later, you’re going to get let go. Even if you’re doing a great job. If you’re doing a great job and it’s not visible and not recognized by your boss, the odds are that’s not going to work out well for you. There’s this adage of owning your career. I view that in the strategic sense. You’ve got to own it in the tactical sense. If your relationship with your manager is not working, something needs to change.

It’s interesting because my mentor for American Corporate Partners, we do help people from the military transition into corporate. One of the gentlemen has a different mentoring program, and he’s been working full-time jobs, so his manager did not do one-on-ones with him. He had some level of frustration about getting promoted. Part of the conversation was building in time where he had one-on-ones with his manager. He also began to go out with his manager, but also had conversations with his manager’s boss, and some other people he was interested in getting a better understanding of.

Ultimately, what he wanted to have happen is for him to get promoted. Now, he hasn’t been promoted yet, but he feels a lot better because he’s getting more opportunities, more people know him, and people have conversations about what succession planning might look like for him, and opportunities or experiences that he may want to get.

It has enabled him to take control of his career and, at the same time, to make some practical decisions. I’ve been at this organization for a while. It’s this organization that I want to stay with. Other people are now beginning to show interest, and it has helped him make a decision that he’s going to stay put. To your point around people taking control of their careers, it does start with keeping your manager in the loop with all the things that are going on, but at the same time, building that advocacy outside of your group.

Leading And Growing In Mid-Career

Let’s switch gears and talk about another one of your topics about how to lead and grow in the middle of your career. From your perspective, what does growth even look like for somebody who is mid-career but not quite in the C-suite?

Most people end up in middle management. Everybody can’t be in the C-suite. There’s only a small percentage of people who make it that far. A lot of managers make the mistake that once they get to a role, they think they’re finished, and that there’s no more growth and development. They may say, “I’ve been doing this role for the last 10-15 years.” You always have to focus on your growth and your development, whatever that’s going to be.

I think about the stage of life that I’m at now. A lot of my peers are retiring, but there’s a lot of gas in the tank that they’re allowing at the end, what you want to be able to do, whether it be starting your own business, doing non-profit, or whatever that is. Peter Drucker wrote an article about managing yourself. He talks about being prepared to do another career and focusing on that.

Even if somebody is in middle management, they can look and say, “What am I going to be doing in the next ten years or so?” It’s not too early to be thinking about, “That may look like something different. Are there some other things that I could start focusing on and developing on. Is there a dual track that can help me in my day job and help me transition to something else?” When you look at the amount of content information and things that are available, it’s hard to keep up just to be average in the current job that you’re doing. You always have to be developing yourself in some way.

How To Not Feel Stuck In Your Career

How do you counsel people who are contemplating a lateral move? Under what conditions does making a move from an organizational level perspective or from a corporate title perspective is a sideways move? When is that a good idea, and when is it a bad idea?

Most times, it can be a good idea. It depends on where you’re going. I’ll give you an example within pharma only because that’s the world I live in. Let’s say, as a sales representative, somebody goes in as a sales rep through sales training and a developmental position, and then they become a district manager. There’s a band of district manager positions. They call them promotions, but they’re not really promotions. Somebody who is an AD or associate director, for example, is still considered a district manager position.

In some cases, that might be an individual contributor role, which might be in reimbursement. You might go to market access, where you are doing negotiations and working with contracts. When you’re doing a lateral, while it may not necessarily be a real promotion, you’re building additional skills. When you get to the next level, let’s say you’re going to be a second-line leader, what they’re looking for is those people who have more touchpoints. They have a broader understanding of the business because they’ve been in roles that would be “considered” lateral.

Even if you think about the military, a captain may be a company commander, and then they become a staff officer. They have some staff assignments and do some other things. If they’re competing for somebody to become a battalion commander or even a brigade commander, they’re going to look at those touchpoints. Those folks who have a broader range of experience, even though they were theoretically lateral moves, have a broader level of experience. When we talk about looking at the business, whether it be the business of being in the military or the business of, whether it be corporate or pharmaceuticals, a broader understanding of the business grows and helps you from a lateral perspective.

I would go back to what you said at the very outset. I would agree that, in general, lateral moves have the potential to be good moves because you work in a different function or a different team. You’re seeing a different management style. You may be learning a new function that you haven’t worked in before. All of those things build your credibility and your readiness to move up closer to the C-suite. I think about my own career. There were times when there were jobs I thought were going to be great that didn’t turn out to be great. There were jobs I didn’t think were going to turn out to be great.

Things can turn better or worse with one or two people changes or situational changes in a team. You’d never completely know. You have to be open-minded about some of these lateral moves because they get pitched a lot. Somebody above is looking for you to potentially solve a hole that they’ve got. You’ve got to be able to open-minded about them. You also have to be a little bit stooped and not blind, and put blind trust in somebody else necessarily having your interest in mind, but you can learn so much from those situations.

Over the years, I worked in pretty much every function organizationally and did a little bit of enough things that I feel very comfortable across most functions in a lot of different business situations. It comes with the gray hair and what’s left of it. It also comes with the willingness to step into things that were outside my prior experience base, and to be committed to learn in those situations. If you do those things enough, career are long. You and I are roughly the same age, with gas still in the tank. You’re not working till you’re 55 or 57, like my father-in-law did. You’re working potentially well into your 60s, so you’ve got time.

You’ve got time to try some different things. You’ll look back when you get to be further in your career and say, “I’m glad I did all these different things because I learned so much in so many different places.” People feel like they need to climb step by step on that ladder, and there’s no going sideways. That’s a very narrow view.

The other part of that is that people move from organization to organization. Even when you take on roles that are similar to the previous role, sometimes they have more responsibility. I remember going from one role level-wise to another role, but the role that I went to, even though they theoretically had the same title, the role that I went to had more responsibility. I had more budget responsibility. I had more direct reports. You can build upon skills that you learn from your previous role. Even though they are theoretically the same in title, they can be very different.

It’s interesting that you mention that because a lot of times, I’ll talk to people. I’ll talk about my background and everything. They’ll say, “You’ve had a great career.” I’ll be there thinking to myself. It’s like, “There’s so much more I wish I could have done.” This is how we’re wired. You’re ambitious and you’re trying to do the next thing, but I was also always trying to get as much experience as I could.

Time goes by quickly. I started working in the late ‘80s with military experience. We talked about it at the outset. I got to do a few different things, all with an engineering bent. I spend some time consulting. I’ve worked in financial services and a few different places, and 35-plus years went by very quickly. How do you counsel people who are in that mid-career, “I’m feeling stuck?”

It’s an interesting question because I always start with, “What does that even mean when people say they’re stuck?” I think the other question is, “Where do you see yourself? Where do you want to go?” Part of the stuckness is that somebody has been working in an organization for 20-30 years, the proverbial golden handcuffs, where they feel like they don’t have options. At that point, there’s a financial consideration because you’re going to retirement, and you can get full medical. You’ve got two or three years, or maybe you’re young enough. It’s never too early to start thinking about what that transition looks like. “What do I think I want to do?”

I tell people that you never know because sometimes you might not get a chance to raise your hand and say, “I’m going to retire.” The company might say, “It’s been nice. We’re doing a downsizing, and you seem to fit the criteria of what we’re looking for.” All of a sudden, you’re starting over again. I’ve given that some thought earlier. Let’s say you’re going to go out and you’re going to consult. There’s an opportunity to maybe get some certifications or go to some different classes.

It’s helping people take control of where they are and what they’re trying to accomplish. I remember talking to somebody who was in insurance. I was having a conversation with them. There’s a level of fear because you have to spend some time with yourself. You get some paper and a pencil, sit down, write some stuff down, and think about where I want to go and what I want to accomplish. Nothing is going to change unless you change.

The first part of that is sitting down, and even if it’s brainstorming, whether you get a coach, sit down with your spouse, or get some time alone and write out. You still have dreams, ambitions, and things that you may want to accomplish. We put so much of our identity into our work. That can be one of the challenges when people either retire or get laid off. They’re identity is so wrapped up in work that they have no other outside interests or anything like that, so they struggle. When that question gets posed, there’s a level of fear. It’s easy to do nothing. As I said, nothing is going to change unless you begin to take those first steps.

There are so many ways to do it. It goes back to what we’re talking about a minute ago, lateral moves and moving into a different company. There are so many ways to get yourself out of whatever sense of malaise that you’re feeling. As we talked about, you’ve got time and you can do different things. There’s an adage. In any job, you should be learning or earning. It’s great when you can do both, but if you’re learning, you will be engaged. You will feel a sense of fulfillment. You will be happier, which will ripple out to your personal life.

Part of the reason people get themselves stuck is that they either set overly lofty ambitions or overly aggressive timelines for themselves that aren’t realistic in most situations. As you say, only a few people get to be in the C-suite in any given company. Also, more often, it’s because they think too narrowly. They aren’t willing to get out of their comfort zone and commit to doing something new. They keep going to work, doing what they’ve been doing, and they get into such a flat line routine that they lose that sense of enthusiasm. That’s when you get mid-career people who are not trending in the way that they ought to be.

There are so many companies, depending on their size, that there are other business units. You can go and do other things. In some cases, you have companies that have a company within a company. You can raise your hand and say, “I’d be interested in going over there and see if I can help out do some different things. I’m looking for some different experiences.” At a minimum, you’ve got to ask the question. If you ask the question, people are more than willing to work with you. If you don’t ask the question, no one is going to know what you’re thinking and what you want to do.

Being clear and being communicative about it is a prerequisite. If you don’t know what you want to do and you’re not telling other people what you want to do, odds are they’re not mind readers, and you’re not going to get to do what you want to do. You have to have that perspective. I’m sure you work with your share of mid-level managers.

They go from not even knowing how to be a manager to getting the managerial basics, to then learning how to lead. Management and leadership are like a Venn diagram in a way, but clearly, when you move into bigger roles, the management probably gets a little bit less important because you’ve got very capable people underneath you, but the leadership matters more. How do you help people begin to make that transition in the work that you do with them?

Part of it is skillset because it’s more about vision and leading people versus managing things. We manage things in processes and things, but we lead people. It’s easy for people to forget that. It’s being able to get them other experiences and those types of things. I did Toastmasters for many years. I took over our club. At the time I was in the club, it was 50 years old, and we were struggling because we had moved locations and membership had dropped off.

We talked about influence earlier. No one worked for you, even though you’re the president of the club. The only thing you have going for you is influence and building out a vision of what the future might look like. It was one of the best developmental lessons I learned outside of Corporate America because I wouldn’t have had the opportunity to learn that skill. Usually, you’re thrust into a role, especially if you’re a second-line manager, all of a sudden, you’ve got a team of direct reports who have direct reports, and you’re setting the ball forward.

If you can figure out how to get those experiences also outside of your day job, it will help you be more effective as a leader because you can learn some lessons. The risks are different. You’re not looking at P&L and some of those things. It’s not that nonprofits and other organizations are not important. They’re going to be a little bit more forgiving. There are some valuable lessons to be learned there, and in whatever classes.

We talked about the lack of leadership development and leadership training. Finding good mentors is so important, and being able to talk to peers who have been where you have been and who can give you advice, suggestions, and things that you could be doing, as well as using some of the tools that are available within the organization.

A lot of companies do 360s with the leadership team and those types of things. Be open to feedback and improving, and being better. We have conversations. Sometimes, you have different relationships with people on your team. Ask people, “What would you like to see differently? What are some things that I could do that will make things more effective?” If you approach them in the right spirit, people will give you the feedback to help you do the things that you need to do to be successful.

How To Handle Setbacks And Grief

Let’s talk a little bit about setbacks. It’s another topic on your list. How do you help someone recognize that what feels like failure or the worst thing that ever happened to them might not be such a bad thing?

You can start with personal stories. I’ve had my fair share of setbacks. It’s how you get to where you are. It’s having those stories. I used to always joke with people. I would say that I never wanted to work for a sales manager who had never struggled as a sales representative. They have no insight into what it means not to do well. I remember when I was interviewing for a job, and I decided not to take the role because the manager had never struggled.

It was a district manager position in the Philadelphia area. You either do well or you don’t do well, and she was a new regional director. I was thinking, “This has a chance of going south very quickly.” I hope people ground them and focus on what the lessons are. What are you learning here? Help them see that it’s not the end of the world, and do share some of those lessons. I remember being a new trainer and getting some feedback from the class that I didn’t do the role play well, and I was too difficult.

My manager made a decision that I was going to be retrained. I was going to retrain with one of my peers who we had come into the sales training at the same time. I was crushed. One of the guys in HR was my mentor. I remember he had a conversation with me. He was telling me, “It’s going to be alright. You’re in this position. You’ve got a great future. You need to suck it up.” He gave me a pat on the back and a kick in the behind at the same time.

Later on, at the end of that year, I remember the director of sales training saying that was one of her greatest accomplishments because things could have gone either way. Things could have gone south, or they could have been very successful. Ultimately, I ended up as a district manager. It’s a huge opportunity for growth for me. It’s frankly what it was, and being open to accepting the feedback, me getting help, and having a broader understanding because she had gone to the same HR person. It was an HR professional who handled this, knowing that she had taken it seriously to figure out how to coach this person on your team to be better.

I use that as an example to say all is not lost. There are times in your career when you’re going to have setbacks. If you’re not having setbacks, you’re probably not growing. There are going to be times that you’re going to be put in positions where you don’t have the skillset and the ability to do what’s being asked to be done. There’s a huge growth opportunity for you.

When you’re working with somebody in one of those situations, how do you balance being empathetic but at the same time, providing enough challenge to them to work through it?

You have to help them get through the stages of grief as quickly as possible, and then have the conversation about what we are trying to accomplish here, and what the results are that we’re looking for. Get them to agree that there is an issue, a problem, or something that needs to be solved. If you can’t get them to read that there’s an issue or a problem that needs to be solved, you can talk until you’re blue in the face, and no action is going to be taken. Once you can get to that agreement that there’s something that needs to be solved, then I’ll have the conversation about how we do that, what that looks like, and what that development looks like to get you to the next level. What does that end result look like?

Do you feel like people try to rush themselves through the stages of grief or through getting past the setback? Do you counsel them to be more patient?

My experience is that people usually stay in the grief stage too long. One of the things that I’ve seen in a lot of organizations is that we don’t do a lot around change management. A lot of organizations don’t teach managers. Change management can be anything from a new role to coaching and providing people with the skills to be able to get out of that grief cycle. What happens is that the grief cycle keeps going on. Ideally, what you’re trying to do is get people out of that grief cycle as quickly as possible. They’re still focused on the past when there’s an opportunity in the future ahead of them. Part of it is human nature. How do you coach that? My experience has been that most people stay there too long. I don’t know if you’ve seen something different.

Especially if it’s a layoff, there’s an economic dagger hanging over people’s heads. They’re thinking, “I’ve got to find employment because I need to provide for my family or myself.” They don’t feel like they’ve got the luxury of time. They end up jumping right into the first thing that comes by, and it ends up being a bad move for them. There are no easy answers in those situations. The wisdom of having a security blanket in the form of savings that you can tap into for just one of those situations, people used to call it “F you” money.

When you get laid off, it could be more “F me” money. In the scheme of things, having that gives you a little bit of latitude to not feel so much pressure to jump right back into something new, but not everybody has the luxury of having bank savings. Those are situations where people do feel like they’re rushed.

When I worked with people who have felt that, the best advice I tried to give them was to think through what’s important to them in a job. It comes down to, “How do I feel about my skills and the job market? Do I take this one, knowing that it may not work out because it doesn’t feel completely right to me, but I need income, or do I wait a bit longer?

Everybody has to form their own judgment. Other than that situation, people tend to linger in the grief cycle longer than they should. They get stuck in the bitterness or the disbelief that something has happened to them. You’ve got to push them out of those situations because at some point, they’ve got to get on with their lives, like any other setback. The more they happen to you, the more you accept them as a fact of life, and you know what to do.

It’s like being a salesperson. When you lose your first deal, your heart breaks. You think it’s the worst thing that’s ever happened to you. Though you never want to lose a sales deal or whatever is a win in your particular job, you do come to accept that you’re not going to win every deal. Your job is to learn from them, so you increase your winning percentage. You’ve got to move on and not let it completely erode your confidence that makes you not a good salesperson or not a good whatever.

That makes perfect sense, especially with so many companies downsizing and the economy. It’s interesting, too, because part of the grief cycle is that people jump into the first thing that they get, and there’s a level of resentment that can occur. Instead of moving to the next thing and saying, “This isn’t a fit. It did what it needed to do. Give me another two or three months to polish up my resume. It would help me prepare for whatever that next role is going to be.” Sometimes people get stuck, and then turn around ten years past, they are in a job below their skillset. There’s a level of resentment from the situation and things that have occurred in their careers.

People talk about one-way doors and two-way doors. Most things are two-way doors. You can reverse the decision you’ve made. Some things are legitimately one-way doors, but when you get in those situations, it comes back a little bit to what we were talking about earlier in the conversation about people feeling stuck or questioning a lateral move or whatever. These are not life-ending decisions. If it doesn’t work out, you accept that. You prepare and you move on. If it does work out, then that’s fantastic.

Looking Back To Keith’s Career Transition

Sometimes, people either fear making the leap into something, or they get into it, and then they fear making the leap out of it. It comes back to what we talked about. People start putting themselves on autopilot in their careers, which isn’t great. Maybe spend a few minutes talking about your own transition. What surprised you the most when you left the corporate world and started your own business?

That’s a loaded question. The first thing is that everybody says, “I’m going to work with you.” I’m like, “That’s not true.” The other thing is that I spent time on the wrong things. It’s a learning process. I would joke with people and say, “You have to get the corporate beat out of you because you’re the decision maker. You get to make all the decisions, and you get to do all of the stuff.” You’ve got to figure out, “What am I good at? What can I afford to offload to give to other people?”

At the end of the day, it’s understanding that I’m the number one problem with everything that’s not going well. It is a journey of self-development in a lot of ways. My experience has been that the more time I’ve focused on myself, building myself, and making myself better, there’s a direct correlation to that and growing the business. Those are some things that were surprising.

The other part of it is that there’s a level of disbelief. I focus my business on life sciences. I would go to conferences and things like that. People would still see me as “the training lead.” People would say, “How are you doing?” There’s this level of concern they have about you. I would get sucked into that because you end up in this conversation. It’s understanding I’m growing a business. I need to present myself in a different way for people to understand that I’m growing a business, and I’m no longer doing this. I’m now doing that.

There’s a piece of that in a transition, where you transition from being this corporate person. It’s a part of my identity and who I am. It helps me in my business because I was a manager. I did a lot of things for the clients and people that I’m serving, but there’s that whole piece of understanding that. The other part of this is that there are some lessons you’re not ready for, or you focus on the wrong lessons. I remember I was trying to figure out how to run an event. I don’t need to learn how to run an event. I run a couple of national leadership meetings. I knew how to do that. What I needed to learn how to do was build an email list. A lot of people will sell you a lot of things, and sometimes, they’re not the right things.

Email lists are probably one of those things.

One of those things is trying to figure out how to do that early. In business development, selling in pharma, where you have a list of physicians that you see on a regular basis, is a lot different than doing regular business development. There are a lot of skills that have to be learned, and getting used to not getting a regular paycheck. My wife, at times, I’m amazed that she went along with this whole thing because it is a leap of faith.

I’d say the last thing. I don’t know if you’ve ever seen it this way. People would talk about how brave I was to go out on my own. It took me a while to understand that. It gets back to some of the conversation we were having earlier about people getting stuck, and not willing to take a risk and do something different. I took some chances. Part of me was, “If this doesn’t work out, I can always go back and find a job.” I didn’t want to look back over my career and know that being an entrepreneur was something that I had always wanted to do. I didn’t want to look back and say that I didn’t try it. At least, if it didn’t work out, I could say I tried and it didn’t work, then I went and did something else.

For me, that was something that was important. Essentially, you’re leading away in a different way because people see you, and it gives them hope. It helps them to be able to step out on faith in whatever it is that they want to do, whether to go get another job or whatever. They admire that. I’m not sure I still see it as a big deal. It’s me and who I am and what I want to do. I do understand it’s important to work with people and have conversations about what’s next and transition.

In that spirit, what’s next for you?

Keep building the business and keep doing this until I decide that I want to take a step back, speak, pick, and choose what I want to do. My kids are out of the house. I’m having a ball doing this, and helping as many people as I can, like managers, to have an impact on so many lives. If we can build better leaders and better managers, we can build a better world.

Thanks for doing this with me. We covered all of your topics at least a little bit. We’ll give ourselves a check on that. It was good to get to know you, Keith.

It was good chatting with you, J.R. Thanks for inviting me on. I’m looking forward to this episode.

Thanks to Keith for joining me to discuss influence mid-career growth, dealing with adversity, and his transition into entrepreneurship. As a reminder, this discussion was brought to you by PathWise.io. If you’re ready to take control of your career, join the PathWise community. Basic membership is free. You can also sign up on the website for our newsletter and follow us on LinkedInFacebookYouTubeInstagram, and TikTok. Thanks, and have a great day.

High Performance Teams and Talent Strategy

Leading From Within: Building High-Performing Teams

Managers shape culture, engagement, and results. The strongest teams develop their own leaders and coach them to their individual strengths.

The Conversation

We explored why firms often hire managers from outside, the hidden costs of long ramp-up times, and how skills assessment centers reveal internal bench strength. We also covered CliftonStrengths as a coaching lens, as well as military lessons on leading from the front and taking care of your people.

The Insight

Promote from within whenever possible. New leaders who already know the culture, network, and workflows hit stride faster. Engagement rises when first-line managers coach employees to their strengths, delegate tasks for development, and provide genuine feedback.

The Action

  • Map your bench. Run a simple skills assessment center for ready-now and ready-soon leaders.
  • Coach to strengths. Use CliftonStrengths or a similar tool, then tailor one-to-ones around what each person does best.
  • Build the pipeline. Give stretch assignments through targeted delegation and pair them with feedback.
  • Protect engagement. Define “discretionary effort” with the team, then recognize it publicly and often.

Ahoy, welcome to the Sea Captain Wave Podcast with Phil Bender and Greg Patton, where we help listeners navigate the uncharted waters

of personal and professional growth. The Sea Captain Way is about energizing top performers to take on risks and push beyond their comfort zone

to pursue life-changing goals and achieve peak performance. We’re gonna help you build your vision by showing you how to break free of boundaries that are holding you back.

So, Phil, we’re happy to welcome Keith Willis to the Sea Captain Way podcast. Today Keith is the president and founder of Core Management Training.

He’s a sales trainer and strategist and leadership expert who delivers learning experiences in management, leadership, and business. Keith has invested his time

and energy into understanding how high achievers perform and the strategies they use to attain their goals. As a captain in the US Army, he worked with some of the best and brightest leaders in the military building teams that consistently rose to the challenge. So, welcome Keith. Yeah, Welcome Keith.

Keith Willis. How about that? Thank you. Hey, thank you very much. Yeah, great to, great to see you and, uh, uh, great to be with you today.

Um, had a nice, uh, visit with you the other day, which was in preparation for this and got to know, uh, a lot about what makes,

uh, Keith Willis special. And you’re gonna, as a listener today, you’re gonna figure that out. Uh, and, uh, so welcome. Good to have you.

Thank you. Thank you, Phil. Thank you, Greg. Really appreciate it. Really excited to be on with you today. Yep.

Yeah, right back at You. Yeah. So, uh, well, let’s get started. Uh, so tell us about, uh, this business core management training.

What type of clients do you work with and what are the services you provide? Yeah, so, uh, core management training primarily focuses

on sales leadership training in the pharmaceutical industry. That’s where I spent the balance of my career after getting out of the military.

So, uh, there is a need not only in life sciences, but other industries around leadership training. And it just seems to be one of those gaps.

Oftentimes the managers become, uh, a new manager. Sometimes they don’t go to go to any type of, uh, leadership training until maybe even six months in,

and then, uh, ongoing training can be lacking. So I felt like there was a need to do some level of leadership training.

And since it’s an industry I know very, very well, I felt that I could, uh, provide a service for customers.

So this was something that you had a vision for early on, or would, did this just evolve over time?

How did you, how’d you get to that point where you decided, okay, this is, this is where I’m headed?

I had always been a little bit of an entrepreneur at heart, uh, fool around with a little bit of, uh, Amway stuff.

I don’t know if you remember back in the day, you remember the, uh, sprint, uh, oh, and they used to have the pin drop.

Yeah. So I, I did that whole thing for a little bit. Um, when I was working full time, I had started a,

a coaching business on the side, and I had a customer, I had a couple of customers and everything. So, uh, when my position was eliminated, I thought about,

do I want to continue doing what I’m doing? I was ready for a change. I, I think, frankly, and so, uh,

I decided I was gonna go out on my own.

That life is short and, you know, it is either gonna work or not work, and I can always go back and get a job if I needed to get a job.

So, Keith, your LinkedIn profile makes a statement that companies often hire managers from outside the organization who don’t know the culture with the hopes that they will be effective leaders. And since there’s typically no training for development, these managers, you know, can struggle.

Can you exp expand on this for us? What you mean? Yeah, so I, I, I work for a company that was taking over responsibility for their product, and they hired a lot of sales representatives outside the organization as they were, you know, standing up capabilities.

And some of these folks were developmental. We had a bunch of different, uh, programs that we offered.

And, and part of my role was to stand up leadership development and obviously brought in a lot of managers.

A lot happened, uh, over the course of a two year period. And during this time, uh, period, when you have that type of change, there are, there are opportunities for people to be promoted.

And so while the company had done a good job of, of developing a pipeline of talent, what they did not do necessarily was to go out and put that pipeline into a new managerial position.

Mm-hmm. Some of that was because the, you know, current managers that did the hiring, they were not confident, they were not sure they were gonna be asked

to do coaching feedback, so on and so forth. And so what you do is you bring people into the organization that don’t know the organization. And in this particular company, uh, culture was a differentiation or something that the company sold.

And in fact, when people would start, they would spend an entire day bring people into the home office just to talk about the culture of the, of the organization. And so it’s a gap. And so you have people that are sitting there to that feel like, Hey, I should get an opportunity. And they weren’t getting an opportunity.

Uh, we eventually put together a skills assessment center, and we sent 10 people through the assessment center. And, uh, I believe everybody in that first class eventually ended up being promoted.

And so it did two things. It helped keep people in the organization ’cause it felt like, Hey, I’m getting all this development, uh, now my talents are being recognized. The, the other piece of it was that managers were able to see that, hey, we actually have good bench strength,

and then not to have to pull people from outside the organization. And, you know, here’s, here’s something that’s really interesting.

When somebody leaves their old organization and they go to a new organization, one of the reasons why they get a, a big raise is to compensate for the loss of effectiveness that they’re gonna have in this new role.

They don’t have the network, they don’t have the relationships, they don’t have any of those things. So it’s gonna take some time for those folks to get up to speed.

In some cases, it’s easy for a new manager that’s been working in a organization for quite some time that understands the culture that has a network.

And then, and if you do the things that, you know, uh, managers, second line managers should be doing coaching feedback, helping people be better and more effective at their role, that manager has an opportunity to be a superstar versus if they come from outside the organization, it’s not that they can’t be successful, it’s just gonna take a little bit more time.

Yeah. If you consider the lead, uh, the ramp up time, which can be sometimes two years, you know, to, to bring somebody up to speed with, with culture, build the relationships, boy, it, it’s so much, it, it seems so much smarter and really is to look internally first. Okay. But so many times, because people aren’t being developed, you don’t even know what you have inside. Absolutely. Absolutely. And, and, and so that’s really a great point you make there.

Uh, for so many of our clients, we talk about that particular element is, you know, uh, one of the, the three big reasons why people leave, uh, companies, number one is unpredictable environment.

Number two is culture.

Number three is lack of a growth plan.

Well.

And so lack of a growth plan becomes such an important element that you tend to take for granted the people that are inside because you’re really not growing them. So that’s a really good point you made, Keith. So, uh, so you served in the, as a captain in the US Army.

Uh, what did your military experience teach you about leadership and how to apply the skills in your role as president of core management training?

Yeah, there were so many lessons. Um, you know, I think one of the big lessons we, we talk about leading from the front, you know, we, we live in a world that the reality of it is, is that, you know, with knowledge workers, you, you can’t necessarily know everything that your folks do.

Your, your expertise just can’t be everything. But ultimately, uh, I, I do think that that leading from the front, taking care of your people are really, uh, lessons that I, I learned. Uh, I remember being an ROTC in, in the TAC officer, you used to always say that, uh, if you’re gonna take that hill, you wanna make sure that you don’t turn that when you turn around that everybody’s following you.

And I used to always have that vision of you turn around, there’s no one there. And it’s like, oh, crap. So, um, it was one of those lessons that I, I I, I would think about a lot because ultimately your people are, are looking to you to, you know, be their voice, be their, I mean, stuff happens.

You know, I I used to tell my team, if we didn’t have problems, we wouldn’t have jobs. So, you know, that’s just kind of the, uh, those are just things that just happen. And you, when you work in these matrix teams, and there are a lot of things going on, there’s a, there’s a tendency to be able to point fingers. And so the, the leader’s job is, is to lead and, and take care of their people, people and, and really help everybody get the things done that need to be done to get the results that you’re looking for.

Well, that makes total sense. If you think about it, Greg, when we were back in the fraternity house back in the day, and Greg was in charge of leading everybody into dancing, that was his thing.

He was really good at that. That

Could be harrowing. That had its moments, especially the way Phil dances Jesus There. Well, it was a problem because Greg danced like a lane from Seinfeld. And so it was a, it was always a challenge for, for us to, uh, manage that.

And there were times when he was out there by himself. Mm-hmm. And so, I, I get your point. Uh, boy, that was,

Yeah. So it was kind of a follow on to Phil’s question. You worked with an organization, um, called American Corporate Partners that helps veterans find meaningful employment after their military service. How did you get connected with that organization and how did the, the programs work?

Yeah, so, uh, I got involved with American Corporate Partners with my last corporate job. So, you know, a lot of organizations have employee research groups, and we had a veterans group, and as a part of that veterans group, uh, they supported, um, American Corporate Partners and what American Corporate Partners does.

First of all, it’s a nonprofit. And what it does is it supports folks that are in the military as well as their spouses that are transitioning from the military into civilian, civilian world.

Uh, myself, I was what they call a JMO, junior Military Officer. Mm-hmm. So there were some organizations that focused on you transitioning out of the military.

So I went through a whole developmental pro, uh, process, probably over the course of eight or nine months. Uh, went to, uh, an event where I interviewed with several, you know, different companies. Uh, most of ’em were pharmaceutical companies, is how I ended up going, uh, getting into the pharmaceutical industry at that time, there really weren’t any of those types of organizations focused primarily just on, if you were in the military at all, was all just officers.

and so, uh, what’s great about American corporate partners and, and other organizations like it, it, you know, if somebody says they want to get out, uh, they can get a mentor and they can have a mentor over the course of a year, helps them with interview skills,

helps ’em build their resume. Uh, I think pretty much everybody that I’ve worked with ha, you know, ended up getting a job.

And like a lot of folks, sometimes you, you take the first job or second job you can get, and then you start thinking about, oh, what is it I want to do when I grow up? And so part of that conversation is, is to help folks like that. Mm-hmm.

Uh, the gentleman that I’m helping right now that I’m mentoring, he’s in a little bit of a different program because he transitioned, um, probably two or three, probably more than two or three years ago.

Uh, so I’m a mentor for him and, and just a, a very bright, um, I guess I’ll call him a young man. I mean, he is not a kid by any stretch of imagination.

Uh, but I, you know, at times I wonder who’s learning more myself or, or, or he, because it’s a go back and forth and have some great conversations.

And, uh, for him it’s helping him advance in his career and look at the next opportunity.

So, uh, it’s a great program whether you’re in, you know, corporate role mm-hmm. You want to engage with American corporate partners, or, you know, you have your own company and you want to engage with them and, and be a mentor, I would say it’s, it’s, it’s worthwhile.

Yeah. That’s cool. And, and again, so much of what we do, and Greg, you know, this is, is around the mentoring space.

Mm-hmm. Um, and your point well made is we learn as much as the people that we’re taking through it.

One, because we have to sharpen our saw. You know, we have to put the best version of ourselves out there, right?

Uh, two is because we end up hearing new innovative stuff that comes from the minds of the folks that are going through things that we, you know, that we’ve gone through a few times. Um, so I I really appreciate that.

Uh, uh, you know, Keith, your firm works with sales teams utilizing the Clifton Strengths assessment to identify each team’s member’s strengths.

You know, it’s designed to help sales managers coach their teams more effectively and lead them to better sales results.

Uh, why do you find this as assessment and approach to be so effective? Yeah, I, I kind of stumbled into Clifton Strengths.

Uh, there’s a book called Break All the Rules by Marcus Buckingham. Mm-hmm. And I had finished, uh, reading it,

and when I, earlier on when I was a district manager, I, I wasn’t that good. I wasn’t, I mean, uh, we got some results over time.

It took me some time to figure some things out. And I remember working with one of my sales reps that was struggling.

And, and usually as a district manager in the pharmaceutical industry, you’ll generally do a two day work session. So, uh, here was a rep that had great selling skills, but she was struggling with her product knowledge, and her results were struggling.

Also, at the end of the first day, she said, I’m gonna go home and cry. And so she was being a little facetious because we had a good relationship, but as a manager makes you really think about what is it that I’m doing? And so, uh, I had been reading this book, and the following day I said, we’re gonna do something different. And, and I asked her, what is it that you do extremely well?

And she said, I paint pictures for doctors to get a sense of who the patients are that they need to write for. And so I said, that’s what we’re gonna focus on today. And so that was what we did. Ultimately, by the end of the year, she finished over a hundred percent, and usually a hundred percent is the target for any sales representative in the pharmaceutical industry.

Mm-hmm. And I, I wish I could tell you that I jumped in and embraced Clifton strengths immediately then, but like, like, you know, this, this kind of line, you know, you try some stuff and then you get away from it.

And then over time, I finally figured out, oh, this is really a great assessment. And, uh, went ahead and got certified as a Clifton strengths, uh, coach. And what I saw was that, uh, teams that I engaged, whether they were in sales or non-sales, when they did the assessments, those teams performed at a, at a very, very high level.

Uh, there was a manager that I did, I watched him literally get promoted through the ranks, and he did every one of his teams, I think he’s a g uh, general manager at one, uh, one of the major pharma companies now. Uh, I saw, uh, teams, district managers would do their teams.

They would either be first or second in, uh, president’s Club, president’s Trophy, or, or things like that. So direct correlation between utilizing strengths, uh, and then as a training manager, I turned my team over twice using Clifton strengths, uh, really helping people really, um, invigorate their careers and, and be able to move in the roles of more responsibilities. The thing about strengths is not just about focusing on your strengths.

Obviously we always talk about weaknesses. Yeah, sure. A weakness is anything that gets in the way of your performance.

And in some cases, people have a weakness is, is because they’re over utilizing a strength that they have. And what we do is we try to teach people how do you work around your inherent weaknesses as, as an individual? And we know that data and, and studies show that those inherent talents that you have, they drive your performance, they drive engagement, they do a lot of things for you. When you focus on things that you don’t do well, you’re not gonna be very happy. So think of it this way, it’d be like a squirrel having to swim.

Yeah. You know? Yeah. Right. You know, squirrel’s not gonna be happy doing that, versus if they get to leap trees every day, they could do a lot of great stuff. Leaping trees, they’re not gonna do great stuff. Trying to swim across the lake just not gonna happen.

So that’s the analogy I, I, you know, what Clifton strengths means to me. Gotcha. Good. Good. Interesting. Yeah, that, that’s cool.

So your, your firm also offers a Power hour session that’s tailored specifically for learning and development and HR professionals.

Uh, these sessions offer strategic insights into actionable solutions to elevate client training programs. Can you tell us a little bit more about these Power hour training? Sounds cool. Yeah. So Greg, the, there there really a opportunity for folks to consult. Uh, usually if somebody takes over a training team, there’s a lot to be done. Sometimes it’s a new position. In some organizations, especially on the HR side, sometimes HR folks don’t necessarily know, uh, what they know, what training is, but how to go about it doing these assessments and things like that. So it’s an opportunity to have a conversation, think about what is it that you’re trying to accomplish and get some help putting together a plan. So that’s really what the Power Hour is about, is setting people up for success. Cool. Yeah. That, it, it, and again, these, these things that I’m sensing from you,

Keith, that I think are great is there’s a lot of value add that you layer into, um, what you’re doing.

Uh, the mentoring, you know, obviously the assessments, the, uh, um, the power hour concept. I mean, these are things to, to that really when, when you, when you’re building out a firm or when you’re building out something, you know, we do, for example, Greg, we’re doing a lot of webinars now, you know?

Mm-hmm. Mm-hmm. Anything that you could do to help people get better and then eventually bring them to you.

I ideally, right. So, uh, good, good. Uh, so, uh, last question here. Uh, you have an article on your website that sites a recent Gallup survey that says 53% of workers felt they were not engaged with their employers. Now that’s, that’s fascinating.

It, it, it is estimated that this led to $1.9 trillion lost in productivity in 2023. What strategies are you offering your clients to get employees to be more engaged with their work and workplace? Yeah. I, I think ultimately it comes down to the first line manager.

Uh, we talked about why people leave organizations. The manager represents the company. So no matter all the policies to the first line manager. Uh, we talked about why people leave organizations. The manager represents the company. So no matter all the policies and everything else, it really comes back to the management.

So if there’s a engagement problem, all you have to do is talk to the first line manager and everything else, it really comes back to the management. So if there’s a engagement problem, all you have to do is talk to the first line manager and get a sense of what people, uh, feel about that manager. You know, some people use the, um, metric or, you know, we say we define what culture means, or we define what engagement means. What we mean is discretionary effort.

So how willing are your people to do those additional things that you don’t necessarily ask them to do? And so people will go through, and I won’t say go through the motions, because I don’t think that’s fair, but I also know at this stage in life, I know how many people have worked at a company or 20 or 30 years, and they’re not old. They’re not young, but they can’t wait to get out. Right.

And to me, that speaks to the engagement. They’re not allowed to be able to do or have other opportunities to do other things.

And so they go out and they take their talents elsewhere. They either, you know, start, you know, in a new organization, they work for a nonprofit, uh, why couldn’t have they have done some of these things altogether? And so those are all the pieces that are missing.

And so, um, we don’t think of engagement that way. We think about people that don’t show up to work that aren’t, you know, working. I mean, I think at the end of the day, everybody goes to work to do a good job.

Mm-hmm. But you don’t, you’re not necessarily allowed to give more than, you know, what people expect of you mm-hmm.

Versus being challenged and pushed to give all that you can. Yeah. And then at some point, you know, company’s gonna downsize, something’s gonna happen.

Or when they’re doing the downsizing, you’re like, Hey, can I go? Yeah. And so, uh, we really Yeah. Right.

You know what I mean? Yeah. And, and so we really focus on no strategies IE coaching and feedback performance.

Uh, I call it the black, the blocking and tackling of management, you know? Mm-hmm. Developing your people. Uh, I like to say delegations, God’s gift to development.

’cause all you’re doing is pushing, pushing work down. It’s how I learned, learned how to manage budget. My boss gave me responsibility.

She pulled out a portion of the budget. She gave it to me, gee, my next role, I had responsibility to do a budget.

And I wouldn’t have had that opportunity if she had not provided the opportunity just by delegating. So just those simple things, uh, the, uh, strategies and tools and resources that I provide, uh, organizations to be able to help their folks and help keep their people engaged. I

Love it. Yeah. What was the term I heard during Covid? I had never called it quiet quitting, where it’s like, I’m here, but I’m not here.

Right. Right. I sure that’s, yeah. I was gonna say, Greg, uh, you remember, uh, when Colonel Dan Cormier, uh, was on with us, he talked about, uh, the military, uh, uh, middle management, and he basically said they were called, uh, uh, the backbone of the army.

Mm-hmm. And so what I hear you saying, Keith, is similar to that with the first line manager. Are they the backbone of the firm or are they just filling in gaps? Are they just filling in, uh, certain, uh, layers And like you said, uh, when, you know, are they going the extra mile, they doing the extra thing? Because does it really matter? And when it’s all said and done, so I think you’ve, uh, I think, uh, you hit on something that’s very powerful and important. Um, so as, uh, as we wrap today, uh, how do people contact, uh, Keith Willis and core management training, um, and, uh, in order to potentially work with you, how do they get ahold of you and, uh, how do they find out about the training programs and services? Yeah, the best way to get ahold of me is through, uh, core management training.com, all one word. It’s spelled, spelled exactly how it sounds. Or you can get, get to me through LinkedIn.

I’m pretty active on LinkedIn, write a lot of, uh, blog posts, comments, and, and so on and so forth.

So those are probably the two best ways to, uh, get ahold of me. And, uh, you can fill out one of the forms to have a conversation or send me a message of some kind and, you know, just get on the phone and chat, you know, might be able to help you might not, but at least it’s worthwhile to get another connection, have some conversations to, to stimulate thoughts about, you know, how do I, uh, develop my folks? How do I help them perform to a higher level? I love it. Well, Keith Willis, first of all, great. Uh, another home run, Greg Patton. Yeah, nicely done. Great.

Um, yeah, prepping, uh, prepping our, our person. Uh, any any final thoughts for you today? Uh, the only thing I would add is, uh, Phil, you might wanna hit the WD 40. Your chair. Sounds like the, uh, Orca and jo f*****g, the, the crates.

My eyes are riveted on the water behind you. I’m like, I fender, he doesn’t get dragged under during the podcast.

No, I really enjoyed talking to you, Keith. It was great. Thank you for your service. Um, thank you, Greg.

Yeah, I, I, interesting to hear about your corporate, American Corporate Partners Program. Um, my experience as veterans, like working with other veterans, there’s that bond that, uh, I think that’s super fantastic. So thanks for your time. It was great chatting.

Yeah. Keith Willis, thanks again. Thanks, bill. Thanks Greg. Really appreciate it. Thanks for joining us for this edition of the C Captain Way podcast.

If you found the conversation valuable, please like, share and post a review on your favorite podcast app. To learn more about c Captain in its performance coaching programs, visit us@ccaptaincoaching.com. The link is in the show notes. You can also follow us at See Captain Coaching on Facebook,

Instagram, and LinkedIn. Thanks again for listening. Wishing you fair wins and a following, see on your journey.

Coaching Training and Organizational Development

The Untapped Power of Middle Performers

Most teams focus their attention on stars or strugglers. The biggest performance lift often sits in the middle.

The Conversation

We examined why middle performers receive the least coaching, how leaders mislabel Bs as Cs, and what happens when development, feedback, and recognition tend to gravitate to the extremes. We discussed practical fixes, including clearer coaching goals, explicit follow-ups, and leveraging strengths to tailor development.

The Insight

Middle performers deliver strong results but often lack feedback and visibility. Treat them as “ready soon,” not “fine for now.” Small behavioral shifts and regular recognition drive significant gains.

The Action

  • Rebalance time. Allocate specific coaching days for your middle tier and protect them on the calendar.
  • Be explicit. Anchor each coaching session, agree on the real issue, and confirm next steps in writing.
  • Coach to strengths. Use a simple strengths lens and set stretch assignments that align with how each person excels.
  • Recognize progress. Call out improvements quickly so the behavior sticks.

Welcome to The Exceptional Sales Leader Podcast with Darren Mitchell. If you’re a sales leader looking to take your leadership to a whole new level, then this is the podcast for you. We’ll be exploring tips, techniques, and strategies to help you take your leadership to the exceptional level, and allow you to enjoy more money, more meaning, and better sales results.

Welcome back to The Exceptional Sales Leader Podcast, and welcome to a man coming in in the evening. In the evening, and this is being recorded, this is in the first week of July. It’s actually at his dinner, so he’s looking very splendid, and he’s beautiful pink.

Is that a, that’s a polo shirt, right?

It is, yes, it’s a polo shirt.

Coming in from Philadelphia, Mr. Keith Willis, welcome to The Exceptional Sales Leader Podcast.

Thank you, Darren, really excited to be here. I’m glad I was able to make it today. I know we had some challenges there coming from dinner, but after listening to a few episodes, just happy to be here and looking forward to our conversation.

“Yeah, thank you. And I do apologize because there was, I think we were talking just before you pressed record, you were talking about having a virtual assistant that has been relieved of their duties, making some decisions because I got a decline, they got an acceptance and then I got an email overnight. So yeah, I’m ready to go.

And so we made this happen really quickly. So greatly appreciate it. Hey, you’re the founder and president of Core Management Training.

You’ve got a lot of experience around leadership, farmer sales, but also interestingly, a military background as well. I’m really looking forward to this conversation because I could go anywhere, but I think just based on a little preamble before you press record, there’s some really cool points that people listening to this can really bring home to Roos and help them in their sales leadership journey. Now, before we jump into it, I’d love to always get a bit of a sense of my guess background in terms of what you’ve done and what’s led you to now do, what you do with Core Management Training.

Well, yeah, Darren, I started out as a ROTC cadet. I got four years of college and graduated with a regular army commission. The same day I graduated from college, I got my commission all on the same day.

Went to my officer basic course and landed in Germany. So I was in Germany for three years, did a variety of roles. Probably one of the most important roles is a young lieutenant as a platoon leader.

So I had two different platoon leader roles. I was in a ordnance unit. A lot of people don’t realize when we think of ordnance, we think of explosive bombs and all of those things.

At least in the States, that’s the smallest part of the ordnance core. So you have missile management, you have automotive management, and then you have explosive ordnance. Now, obviously this was before the Gulf War.

So that may have changed now, but when I was in, there was automotive maintenance. So we had responsibility for fixing vehicles. I was automotive platoon leader as well as at one point in time, what they call the E&E electronic and engineering platoon.

And then eventually, I became what they call the shop officer. So just think in terms of you’re going to get your car fixed, and you drop your car off to the shop. My team had responsibility for getting those vehicles fixed.

And then those vehicles weren’t fixed. There were issues, obviously, because units needed to have a certain percentage of the vehicles ready to roll, so that they could be mission capable. So I did that.

And then I came back stateside. Around that time, the first Gulf War, so I had responsibility for making sure, seeing all the vehicles painted that went off to the desert, and then eventually became what they call the S1. So think in terms of the S1 is the administrator officer or HR, for all practical purposes.

We had about 900 soldiers in our battalion. We had some of the last couple of units coming back from Southwest Asia and then we had a unit relocating from Germany. So I had a responsibility for whether it be pay, officer evaluations, NCO evaluations, anything to do with any type of HR type of issues, I had a responsibility for.

And then decided that I was going to get out. So I worked through a junior military recruiter and ended up in sales. And so it was interesting because like a lot of people, I had never thought I was going to be a salesperson.

But in fact, I had never even seen or even heard of a pharmaceutical rep. And I had a couple of interviews. And back in the day when you interviewed for a pharmaceutical job, you used to have the opportunity to spend the day in the field with the sales representative.

I didn’t have that opportunity. And my first day in the field was the first time I got a sense of, oh, this is what a rep does. I don’t know if I would have signed up for it then.

But I was fortunate. I had some good mentors and some folks that helped me out. So I would say that the guy that interviewed me did a good job of selling me because he equated being in pharmaceutical sales like being in the military.

So he talked about sales forces as in units, putting promotional messaging against certain products and those types of things. So I got that analogy and so that was how I ended up in pharmaceutical sales, moving from the military. So big jump, big change.

And I love to explore because you mentioned before, you never thought you’d be in sales and it’s interesting. The vast majority of people I speak to will be on this podcast or just generally in business. It’s almost none of them have actually woken up one day and said, yeah, I reckon I’ll be in sales.

I reckon that’s a good career to proceed with. Well, I kind of fell into that or in some people, people say, that’s the only role I could get.

And so fast forwarding to that, we’ll talk about what you’ve learned through your career in sales and now what you do now. But love to know, making that transition from the military where it was very structured and you’re looking after all of those people in terms of all the administration, the HR related stuff. Making that transition into private enterprise and into a sales role, where you’re now responsible.

What were some of the key lessons from, I guess, your leadership background within the military that helped you make that transition? Presupposing, of course, it was a relatively smooth transition. I’m sure there would have been some bumps in the road.

Looking back in that transition, what are some of the key lessons that helped you transition into a sales and then eventually into the leadership roles?

I think the big thing is that in the military, as an officer, you have a great deal of responsibility. I mean, when I got out of the military, I was, what, 28, maybe, after six years. So even at 21 or 22 years old, my first platoon had, I think, 70 soldiers, and then the automotive platoon had 40 soldiers, and then responsibility for running a shop with close to 200 soldiers, seven or eight direct reports.

So you go from being, I wouldn’t say king of the hill, but all of a sudden, you’re just responsible for yourself. And I do think the first rule of leadership is you have to lead yourself ultimately. And so I had learned a lot of those lessons in the military, because not only do you have responsibility for soldiers, you also have responsibility for yourself.

And things like, you’re doing PT two or three times a week, you pass the PT test, you have to carry yourself in a certain way. Being overseas in Germany, you stand out because you’re American relatively to being in Germany. And so a lot of eyes are on you, and you’re working with other allies, other units, you have customers.

I had customers, we called them customers, and when we fixed vehicles, those types of things. So you had customer units, and you treated them as such. You go from that to all of a sudden, you’re just you as a salesperson, you just have to get up and you have to figure out, how do I sell?

What is the selling thing that I need to learn how to do? You go from fixing vehicles or managing a deadline list to, how do I learn this product? How do I sell that?

And so there’s a level of study, and you have to swallow your pride, because in the pharmaceutical industry, the sales rep position is entry level. Now, for some people, they spend a career as sales representative, but even their CEOs, a lot of CEOs carried a bag as a sales representative back in the day. So, it is a great training ground, and ultimately, it comes down to learning how to manage yourself, manage your emotions.

As an officer, you’re standing in front of soldiers, and at times, things aren’t going great. You have to learn how to control your emotions and those types of things. And when I was younger, my emotional intelligence probably wasn’t that great.

And over years, as you get older and wiser and more mature, you get better at doing those things. But as a sales representative, when you’re going in to see physicians, you’re talking to nurses, you’re talking to staff every day, ultimately, it’s the relationships that you develop in these offices. And you have a rotation, so you may have anywhere from 100 to 120 doctors that you’re seeing from every four to six weeks.

So that relationship and your selling skills make the difference between getting your product written and not written. So, a lot of lessons there. And part of it’s, you know, swallowing your pride and knowing how to ask for help.

And thanks for sharing that. It’s interesting, as you’re talking, I was just reflecting on some of my own clients that I’ve worked with as a mentor and as a coach who have been in the pharmaceutical industry or the medical industry where it’s very specialized knowledge. And particularly when you’ve got clients who are doctors, physicians, cardiovascular surgeons, orthopedic surgeons, et cetera, the expectations they have on a person who is coming in to sell them a solution to a problem is really, really high.

You also mentioned the importance of mentors as well in your journey. From a person coming from a military background and, for want of a better term, being thrust into pharmaceutical sales, how was the, I guess, the onboarding process with you? You mentioned you had a cycle of physicians to talk to over a period of, say, six weeks or so.

How did you go about building credibility in the eyes of those physicians to the point where they would even start to contemplate the solutions that you were providing them? Because this is a really interesting point because you’ve got to establish credibility as a sales leader and you’ve got to establish credibility as a sales person or sales professional before the customers even contemplate thinking about your solution. Is there anything specific that you did?

I think ultimately you have to show up. I think that’s part of the piece. I spent my first couple of years, I was fortunate to work.

We kind of worked in a team perspective. You had your own territory, we crossed over products and there were a couple of people that were on my team that they won sales awards almost every year. In fact, one of my first district managers, he had been a rep for over 20 years when he became a district manager.

He was a new district manager and even now was probably one of the best district managers that I had. He intuitively knew what you needed to do. I remember you got a diamond, so he had this shamrock ring and he had four diamonds and a ruby and that was representative of all the awards that he had won.

I remember I used to always say, I want to get one of those awards and wear one of those rings. And he was a no-nonsense, pretty straightforward. I remember my car looking like a disaster and him telling me, the next time I ride with you, your car looks like that, there are going to be some consequences.

And he gave me the reason why. We’re professional, you don’t know who’s going to see your car, you’re representing the organization and those types of things. So I appreciated his straightforward demeanor.

So having those types of conversations with managers is really important. And when I was a rep, training was pretty rigorous. The company that I worked, there was, I can’t remember, but I think it was like a four-week training cycle.

And you spent a lot more time in training then than you did now. And you had to pass exams. And I think two years in, they have what they call a medical review exam.

And that exam was 200 questions. And if you didn’t, if you passed the exam, the good news was you got a 10% raise. They don’t give 10% raises anymore.

If you didn’t pass the exam, you probably should put your resume together and start looking for a job. But they had vetted that with physicians. And what the feedback was is that that exam was on the level of what a medical student would get.

And so you build up your product knowledge, and then when you go in, you can answer questions, you talk to the physician, you build relationships. I always think of the trust equation. So you mentioned the credibility piece, which is one part of that.

Do you do what you say you’re going to do? Do you show up? Then there’s the competency piece.

Then it’s the intimacy, which comes back to the relationship divided by your self-orientation. And interesting enough, the more self-orientation that you have, the less trust that you have in the office. So I often like to think in terms of when you think about building trust in any, whether it’s with customers, internally, even with family, to think about the trust equation.

So if you have all of those components, as you build trust, it gives you a lot more autonomy, it builds your credibility, it gives you the opportunity to be able to serve your customers.

It’s huge, and I often use the trust equation in my workshops for leaders, and I do a little trust game afterwards, and it’s interesting how competitive people get and how self-orientation comes to the surface. Even though they’re in tech, they intellectualize, yeah, it’s not about us, it’s all about serving the team until there’s a competition. I’ve got to win.

I’ve got to win. So you then made the leap after a few years into a district manager role and a sales leadership role. Love your experience on reflection, moving from being an individual contributor to a sales leader, and how easy or difficult was that for you?

The truth of the matter was I was not a great district manager by any stretch of the imagination. And it was interesting going from, because in the military, there’s an assumption. So there clearly is structural structure.

I remember my commander used to say, you have hours like a banker. I mean, as an officer, you do run your mission. There’s expectation of you saw problems, you don’t bring problems to me.

And so there’s far more autonomy as an officer than people realize. And I probably talked about this whole emotional immaturity. Younger, the stuff you just do, stupid stuff, I think back on.

You lose your temper, you yell at people and things like that. And you can kind of get away with that in military, even though on reflection, the better leaders were those that were calm, cool, and collected. The people that were respected the most were the leaders that didn’t need to raise their voice, that listen to problems, that help people do things.

And over time, as you get older, at least for me, I can’t speak for everybody, as I matured, I began to realize there are some things that I needed to do more effectively. But as a district manager, you know, the first couple of years were tough. And looking back at it, I would say that I should have waited longer.

I had been a sales representative at that point with two different companies. The first company I ended up leaving because of downsizing and those types of things. And when I went over to the next company, I won two district rep of the year.

I finished three out of 640 sales representatives. So I had street cred from the standpoint of being able to sell effectively. And we had a good development program as far as preparing people to be managers.

But you can train people all day long, but until you do the job, you know, I joke with people that don’t want to be a manager. And I say, you’ll learn. It’s one of the most developmental jobs that you get.

All of the lessons and things that you need to learn, you’ll learn as a district manager. If you have a gap, that’s going to be the thing that you have an opportunity to work on as a manager. So that was my experience.

And on the back end of it, I did better. So there were some reps I managed well. I had great relationships with.

And then there are reps that I struggled with. I would say they were middle performers. Middle performers in that they weren’t looking to get promoted.

They would tell you they wanted to get promoted, but they weren’t looking to get promoted because when I look back, when I look at them now, some of them are still in the industry, still in sales. And interesting enough, a lot of them put up great numbers. They would be way over goal.

It wasn’t a matter of that. It’s just they’re not raising their hand to volunteer. They’re not trying to do anything extra.

And they would be a pain in your backside. You might call them on a Friday afternoon and it’s like they’re there in office doing expense reports because they’re trying to get down to the shore. And I was one of those people.

My expectation is you should be out working. And I had to learn, look, if you’re putting up the numbers, you get a little bit more autonomy versus if you’re not. And it was all of those things learning how to work through.

And interesting enough, it wasn’t until I left and I went to another organization that had a very, very strong leadership development program. And it wasn’t that the company that I was at before didn’t. It was just the way that the guy that ran the program, he was a guru.

There was no debate whether you’re first or second line leader. You were coming to his training. And then there were two levels.

So as a second line leader, there would be coaching or they would listen to sessions where you coached your first line leader and there would be feedback on the coaching. And then there would be feedback for the first line leader who was coaching their representative. So up the chain, there was an opportunity to see.

And because I was in training and then as a part of the cadre and going through all the different rotations and training the classes, you begin to learn how to be more effective as a leader. And then running training teams internally, I became a much better leader. So I think it’s a combination of time.

There’s always a time element. There’s a maturity element. There are parts of us that maybe from a business perspective, you may be very strong, but you may not have the emotional maturity.

For some people, they’re emotionally mature very early. Maybe the business acumen is not that good. So we all have stuff to work on.

But I would say that that was my journey. And I was fortunate because I was in organizations where training, there was a lot of leadership training. And unfortunately, I would say that in the pharma industry, that’s not as consistent now as it has been in the past.

And part of it is because there are more downsizing, there are more cutbacks, there are more companies that are being bought. So all of those things, it becomes difficult to justify how do we sustain a leadership development program if the people that go through the program aren’t going to get promoted.

Yeah, true, true. So would you say that that’s one of the key challenges facing a lot of organizations now, particularly in the life sciences and pharma industry?

I definitely would say that that’s a challenge. How do you get the next group of people ready to get promoted? And I think it goes, I think this is probably every industry.

I don’t think it’s unique to pharma. You know, pharma, we joke and we say we’ve, the industry’s gotten old. It hasn’t, it hasn’t.

There’s a life cycle. You know, you know, when I started, I was in my late 20s. A lot of us were the same age.

A lot of people I know now are retiring. Some of them are CEO. Some of them have done extremely well in the career.

And, you know, it used to be you had to hire people that didn’t have a lot of sales experience. And now, because you have a lot more specialty drugs, more specialty products, there’s a tendency to hire representatives that have experience. So it’s harder for people to break in.

And the other part of that is that when you’re trying to figure out, how do I create a developmental pipeline? What’s that going to look like? I will often hear, well, we’re not expanding.

We’re not going to have new promotions. And so how do I train people? How do I get them ready to step into these roles?

So it’s not unheard of where you talk to leadership and people feel like people aren’t ready. And I even talk to second line leaders that have had training. And they’ll say, I don’t know that I’m as prepared as I need to be to how to coach my first line leader or how to coach their people, provide feedback.

So I think it’s a challenge in budgets, money, time. I don’t know if you remember back in the day when I was a rep, we used to get mail once a week. And you’d wait for the mail to come in and you’d go through the mail.

Now you get that much mail in 15 minutes on your computer. So the temple is so much faster now and the expectations are so much higher now than they were 20 years ago.

They are, which we kind of, as you were talking about the second level leaders and even the first line leaders there, my experience is a lot of leaders are thrust into a leadership position because they’ve been a great individual contributor. And that seems to be the catalyst or the trigger for them to be given the opportunity. And I know you talk a little bit about heroic leaders to servant leaders and I’m big on servant leadership in terms of what that, particularly in sales, which might sound a little bit counterintuitive.

What do you see in the industry right now in relation to organizations where there’s a lot of changes, there’s a lot of maybe downsizing, changing in terms of company structures, buyouts and stuff like that. Is there still a focus on the importance of leadership and getting the right people for the future of the business? Or is it more a case of we just got to get the number because we’re going to make sure that we are surviving firstly and then potentially thriving so that we can be bought out by a bigger company.

We used to joke, a friend of mine, that we were surprised our companies would run because it was more inertia, and things would get going and they would just run. I think it’s a combination of both. I think everybody acknowledges that there’s a need for leadership.

The question is, how do we get people ready for leadership? And then I think there’s a split because you have companies that have been around for a while, but what happens is that product goes generic, something happens, they get rid of the entire commercial team. And some companies take a different approach.

They move that talent around to other business units. You have to learn the product, but ultimately business is business. You can figure that out.

And then I think that there’s just not enough or there are sections of time. Last year, I went to a conference and I can’t remember the numbers. And it wasn’t just pharma, but a lot of organizations, there was a ratio where they had cut the leadership development trainers to leaders significantly.

And it’ll be interesting because the conference is coming up in a couple of weeks to see where they are. But companies that had established the leadership development programs and they were presenting what they had done with cohorts and everything where most of the team had disappeared. So now you have one or two trainers responsible.

And so that speaks volumes oftentimes about where a company, what a company really thinks about leadership. So even though they say the right thing, they don’t necessarily believe the right thing. Or I’ll have conversations with organizations and everybody’s doing the same thing.

The Grow Model. Okay, so the Grow Model is not that it’s not effective, but everybody’s doing it. Situational leadership, SBI.

I mean, there’s all this stuff. And then you ask the question, okay, so what problem are you trying to solve? So they’ll do a whole overhaul of leadership development, but they don’t answer the question of, well, what’s the problem we’re trying to solve?

What is it the program wasn’t giving us that we’re looking for today? And so there’s all of this stuff. And I at times think and feel like that people feel like the leadership development that they’re getting isn’t helping them with the day to day.

It’s not helping them with some of the challenges, issues, and problems that they’re having with their teams. How do I get even the A performer today can easily be a B performer tomorrow or even a C performer. When we talk about things like AI, different types of the new CRM platforms, different things that expectations that people have, it can change so quickly.

So how do you get people through that? How do you enable them? How do you upskill them?

And so I don’t know that anybody has a good answer. And I don’t know that a lot of organizations spend enough time figuring that out. And then I think, ultimately, how do you measure what you’re doing and that it’s having impact?

How do you really know that a sales leader that went through a curriculum and got developed is doing a good job? What does that look like?

Yeah, it’s difficult because a lot of my clients, they’re always talking about what’s the return on investment. And it’s almost like the answer to that is, well, how long is a piece of string? You can say, well, okay, we take you through a curriculum and we should see an uptake in customer retention, customer engagement, bottom line, top line revenue, profitability, et cetera, et cetera.

But often it’s the observable behaviors that’s the real return on investment. Because if you see a sales leader having a conversation or having a conversation with maybe a sales director, if they can be observed, that’s the real return on investment because you can see the behavioral change. What’s the challenge there is it’s really difficult to put a tangible number against that because it’s hard to look at a scoreboard from that.

Well, what does that actually mean? It’s difficult, right? But it’s and I think a lot of companies now are trying too hard to try to put some numbers against some things that perhaps it’s hard to put numbers against.

And that’s my challenge that I’m sort of grappling with with a lot of companies in Australia right now. So you mentioned something there also around the A’s, the B’s and the C’s performers. As you know, Australia, for most companies in Australia, we’ve just come off the end of the financial year.

So June 30 in Australia, for many companies, is the end of the financial year. So I know up until Monday this week, there were companies all over Australia just pounding the pavements trying to get as many sales in as possible and bringing things in from the first quarter of 2026 to this one. And now we’re in the new financial year and then we’re thinking, oh, now what?

What are we going to do now? I wanted to talk about the three tiers of performers, the low performers, top performers, but also this core middle performers, because I know you do a lot of work in this middle performance part. What’s your thoughts around the way that organizations and sales leaders in particular treat those three categories?

And what are some opportunities that perhaps they might be missing? By ignoring the middle performers?

Yeah, let’s start with what the opportunity is in the middle. When you look at the middle, they represent anywhere from 60 to 70 percent of the sales force.

Yeah.

When you look at the top 10 percent, how much more are you going to get out of them? Probably not much more. The bottom 10, 15 percent, managers trying to get rid of them.

You got a limited amount of time. In most organizations, particularly in pharma, everybody gets generally the same amount of time in the field. Yeah.

If a manager spends 100, 120 days in the field of representatives, and he or she has 10 representatives, that’s about 10 days. And when you think about field input teams, special assignments, you’re going to help with a sales meeting, your top performers are the ones that are usually tapped on the shoulder. And there’s some equity and there’s some learning that goes from being able to prepare for sales meeting.

You’re leading a discussion. You’re leading. You’re having an opportunity to get some exposure to marketing, sales leadership.

You have an opportunity to give your input into what’s going on. So you get development that way. If you’re on the bottom, you’re getting attention just because your sales stink and everybody’s trying to get rid of you as quickly as possible.

If you have an extra day, where’s the manager going to spend it? They might spend it with a top representative. They’re probably not going to spend it with a middle representative.

So the middle representative gets no feedback. No one’s cheering for them, and they’re just there. And so if you haven’t said, an interesting thing is in some cases, these middle performers may be pretty solid sales representatives.

They may be north of 100 percent. When we talk about goal attainment, a lot of it is around behaviors and some of the things, I mean, I think part of it is you got to agree as an organization. When we say B, what does that mean?

And if you’re in that category of Bs, you get treated as such. And there’s three degregations of that. There’s the top middle, the top part of the Bs, and then there’s the middle Bs, and then those Bs that are closer to Cs, and you’re wondering in the back of your mind, should I be starting to think about taking some action on them?

So when you think about it from that perspective, it’s your greatest opportunity. I was in a region where the regional manager ultimately was fired and brought in a new regional director, and we would do this thing. She called it Blue Skies, and the way she said, well, we had 80 territories, and it was the cutoff, it was a number of territories that would take the hit goal.

So in other words, if let’s say if it were 30 territories, that it was 30 territories, and then the rest of the region would make goals. So initially when I was a district manager, I used to think in terms of this was kind of the Pareto principle, the 80-20 rule where my manager would look at, do we have a A, B, or C performer? And if we don’t have the right person, do we need to remove that person?

But the piece that I missed is that the entire management team would go down to a district, and the whole team would spend the entire day with a sales team. So every representative would ride with a sales manager or a regional training manager. And depending on how we were geographically dispersed, we would have a best practices dinner.

So it might be one dinner, it could be two or three dinners, and then we would get all of the different best practices and those type of things. So the piece that I missed was that it really was focused on the middle performer, because when you look at the entire region or if you look at a district, you probably had no more than three top performers. You had a core group of people that were in the middle and they got individual time.

So what happened at the end of the year when we do performance management, we spent not only time with my people, I had spent time with other people’s people and had some very, had an idea of from a rating perspective, is this number this number? We could talk about what do we need to do to move this person forward? So we were in a region that was, I think at the time we were seven out of seven and we ended up moving, we ended up being two out of seven.

Part of that was because of the focus on the middle performer with sales, their performance, I can’t tell you how many five-page business plans we would do on a regular basis and critically looking at each individual person, what their previous three years of performance was, what you needed or what you thought that you needed to do to move that person to the next level. Then my manager would dig into your field coaching reports to see if what you said was what you had written in a field coaching reports to see if there was alignment.

Yeah.

So when we talk about that level of focus, those are the things that more so did more to moving a region to two of seven than spending time with top performers. Everybody got some love. And so I think that that’s the opportunity.

Oftentimes, the difference in coaching is that with an A, you can say, do acts, do more programs, or do this close differently, or say this, and they get it. With B, you have to be more explicit during that conversation and that coaching to say exactly what you mean and describe what that means. I believe it’s, I think it’s McKinsey, there’s a McKinsey article and it talks about coaching, about coaching two best practices within an organization.

So that’s the piece that managers oftentimes will miss. Here are things that other teams or other folks are doing within a team that are moving and then coaching to that, but also coaching specifically to what that person needs. And my philosophy as a manager has always been, my role as a manager is help you be the best version of you possibly.

So you might be very, very different than I am. You might be, you know, let’s say you’re highly analytical. My goal is help you be more analytical.

If the other person on teams are high, my goal is to help you be more effective in that way. Now, are there some other things you still got to be able to do analytics and some other things? Do you have to mitigate some weaknesses?

Sure. But you have to help, you have to help people leverage those enhanced strengths instead of the, instead of trying to make them a mini me. As I always say, if I had a team of me’s, we’d be in big trouble.

Well, that’s another lesson as well, because so many sales leaders build teams very much similar to themselves, and they wonder why they’re not generating extraordinary results. So when you think about 60 to 70% of the sales force being in the mid-tier, my experience is often the sales leader doesn’t necessarily know how to unlock the potential of those. So you mentioned before, you might have some who are highly analytical, you might have some who are high-eyes.

For those in the disk, that’s the influencer on the disk profile. So very high-level, very entrepreneurial thinkers, pioneer type people. How do we unlock the potential of these people?

So if you think about it, it represents a large part of the sales opportunity and the revenue base. Because sometimes sales leaders might look at it and say, well, as you said before, a core performer might be actually on target, but if not above target, and they think, well, I’m not sure there’s much else I can help them with, right? How do we help to unlock this?

Because that is probably the difference could make all the difference in terms of how a whole territory achieves and sets them up for long-term sustainable success.

I think the first thing is it starts with the leader themselves. They have to think about how they’re approaching people. There’s a whole story around Pigmalion.

I don’t know if you heard the story about a teacher. They had all these numbers. They told the teacher that these were the people’s IQs.

At the end of the year, these students had all performed very well and somebody came and said, wow, how did these students have never performed this high? The teacher said, well, gave me all of these students with these high IQs and found out that the IQs were actually their locker numbers.

So, part of it is people respond to how you treat them. So, if you treat them in such a way that that’s really what they do. I was talking to a manager, we were having a conversation and they were trying to get this representative to increase the number of calls that they were making a day.

So, they made a comment and they said, the representative had a really good week last week. I asked the manager, I said, well, did you say anything to the representative about it? And they stopped and they looked at me like I was crazy.

And it’s like, yeah, you want them to do acts, you want them to see more physicians during the week, they had a good week, why don’t you reinforce that with positive reinforcement? A lot of times, some of the obvious things managers just don’t do. The other part of that is the conversation that the manager thinks they’re having, they don’t have.

They have challenges and issues with the representative. And then you ask the question, well, does the rep know? And the manager assumes that they know or during the coaching or if you role play a situation with a manager about one of the direct reports or somebody on their team and everybody’s listening, and then you ask everybody else on the team and you say, well, are you clear about what’s being coached?

And everybody shakes their head up and down and says, well, no. So one of the things is that in any conversation, that any coaching conversation that you’re having, A, you need to anchor that conversation. In other words, here’s what we’re going to talk about.

And then at some point, you’ve got to, you and that representative need to agree that it’s an issue. Because if you can’t agree to that it’s an issue, there’s no way you’re going to be able to solve it. What a lot of managers do is they jump to action and they try to get the representative to do something that they’re not even sure why we’re even having a conversation, let alone to what even the problem is.

At least if you can agree that it’s a problem and it needs to be fixed, and then you can begin to establish how to go about fixing that. And so one of the challenges just gets down to the whole coaching conversation. And I referenced the grow model earlier.

Managers have been trained to ask a lot of questions. Well, questions are important, just like they are in sales, they’re important in coaching. But if you’ve been around, you have a lot of experience, you have a point of view, you have an observation, and you’re working with a lot of representatives in the field, so you see things.

And so you give your point of view, you provide the data, you provide the information that says, here’s why I think that. And then they ask, hey, what do you think? And then you get their point of view, and then you can have a discussion.

At least you’re moving forward. And then understanding that coaching may not happen all in one session. It may take you a couple of sessions to get them to agree that this is a challenge, this is an issue, this is something that we need to solve.

But oftentimes, what happens is because the manager jumps to action. Let’s say, for example, they think the representative needs to close. They haven’t given them any data or any information or anything that leads the representatives to even know or understand.

And they may not even be clear, because it may sound like I need to ask more effective probing questions or whatever that is. And then the next time the next field ride comes along, nothing’s changed, nothing’s happened. There’s been no check-in, there’s been no accountability call.

So that happens on a regular basis. And oh, by the way, when the leaderboard comes, no one’s cheering for me because all my stuff’s in the middle. Yeah, I had more calls than I had last week.

No one reinforces that behavior. All the people that are getting a love are at the top. And then if I’m at the bottom, I’m probably getting a nasty phone call and says, hey, what’s going on?

I looked at your numbers and I really stink. Yeah, and so I’m left to my own devices. So I think of managers would think more positively.

And one other thing, Darren, because I saw this, we were doing this with another group of managers. It was a different, it wasn’t a sales team, but it was a similar type of situation where we were talking about, we had done case studies, and you would have thought we were talking about C performers.

Yeah.

Because the senior manager kind of made a statement of, well, we need to try to get rid of this person. And it was, well, with most of the physicians that they’re working with, they’re doing a good job. There’s a couple that they struggle with, but you’ve deemed that maybe you should get rid of them.

Now, ironically, this person ended up leaving the company. So I think about the time that takes you to train somebody up and all of those things, this is a solid citizen and this is a solid performer. So when I talk about Pigmalion, their managers, they look at their B performers like they’re Cs.

Yeah.

And then they wonder why they are not getting as much out of them because ultimately, it’s, you really don’t care about me. You just are concerned about me hitting that number. If I don’t hit that number, you can get rid of me as soon as I can.

And there’s a lack of trust there. And so those are all the things that go into that impact the middle performer and why middle performers oftentimes don’t thrive within organizations.

And there’s an important point you made just before, Keith, you’re saying that we’ve got to be really clear on the problem. And I just wanted to, I guess, clarify that a little bit because sometimes when people hear that, they think, oh, it presupposed there’s something wrong. Well, the problem is you might have a middle performer that is on or above target.

But we look at them and say probably they have more potential they can be giving, right? How do I extract that extra 5, 10% out of them to take them to potentially an A performer? So it’s not that they’re doing things wrong.

We’re just looking at them and saying they’ve got more than they could be doing, right? So that’s the problem part that we need to be looking at. And the other part with all that is we’ve got to, as leaders, spend more time with the middle performers because if that represents 60 to 70% of our sales team in terms of our performance, if we just make a quick 5 to 10% improvement, then that can have a huge impact on our end of year performance, not to mention the level of engagement that those mid performers have, because all of a sudden, we’re now measuring them on behaviors and checking in on those behaviors, not just looking at their results.

And so if we just look at the results, and it’s easy to do because at the end of the quarter it tells us where we sit on the scoreboard, right? We have to look beyond that and say, well, how can I help this person? Because if I see this person who’s a middle performer, a B performer as an A, and I start to treat them as an A, then funnily enough, at some point in the near, not too distant future, they’ll start to become an A, if they take on board the coaching and all that sort of stuff.

So I just wanted to clarify that because there might be people listening to this, oh, I’ve got to find a problem with people. No, no.

Yeah, some of it’s just being more of a cheerleader for your middle performers, and just acknowledging the work and effort that they’re putting in. It’s knowing that somebody cares. And I think part of it also is Darren is having real conversation.

I remember I had a representative that wasn’t closing. And I remember saying to him, I said, you’ve been doing this job for a long time. I know you know how to close.

Why don’t you close? And so he explains to me that he likes to know. It was a congruency issue because in his mind, he said, I like to know more about things.

I don’t like to be closed when I go somewhere and I’m going to. And so he said that I like to know more about what somebody is trying to sell me than they do. So I can come to another decision on my own.

So at the time, I think they were looking at getting married. And so I had a whole conversation about, I used an example when I bought my wife an anniversary ring. And I said, you know, we went to all of these stores and my wife wanted white gold.

And we looked at all of these rings and so all of the rings were pretty much the same.

Yeah.

And I said that the last salesperson, she says to me, she says, will you be taking that ring today? I stopped in my tracks. And I could not find one reason to say no, because my wife wanted that ring, the price point, it was more than I wanted to spend, but it was a good price point.

And then I, in the conversation we had is I said, what I needed from the salesperson was, I needed for them to sit with me. In other words, we weren’t sitting this way, we were sitting together and they were helping me make a decision that I wanted to make, but I needed somebody to push me over. So the conversation was around when you don’t sit next to the physician or the health care professional and help them make that decision, that they want to make that decision, then in essence, you’re actually failing them.

And so he got that. And so I could have done the standard, hey, I want you to work on your clothing or anything, but there clearly was something that went behind that. And so sometimes when we’re having conversations with people, you got to go beyond just following the model and just checking the box.

You’re not doing this, you’re not doing that, but really trying to understand what is it? Because I know you have the capability to do that. I’ve seen you do it.

You’re just not doing it. Kind of help me out here. Let’s have a conversation.

And it wasn’t something that it wasn’t negative. It was just what it was.

Yeah. And the only way you can do that is to actually spend time with them, to observe them.

You’re right.

This is the other thing. So when we’re talking about the coaching, the development, unlocking and unleashing the potential of our sales teams, the only way you can do that is to actually spend time with them in the field to see what they do, what they don’t do, to provide them feedback, provide them coaching, so they can improve, so they can get better. So they can take their performance from B to an A, A to an A+, C to a B, because the thing I want people to understand is, sales leaders are not there and not seeking to get rid of people.

What they want to do is they try to unleash the entire potential of the entire team, collectively and individually. The only way to do that is to build trusted relationships with the people where they know you’re there to serve them. You’re not there to criticize them.

But the only way to do that is to build that relationship, which is a trusted relationship, which is fine.

Amen.

So, with that, I’m conscious of time because it’s nearly 10 o’clock at night.

So, for people who want to learn more about you, Keith, and the work that you do, and maybe understand some of the programs you offer, where’s the best place for them to do that?

Go to my website, coremanagementtraining.com, and it’s all one word, Core Management Training. It’s two T’s, if you spell it out. Go to my website.

You can connect with me on LinkedIn under Keith Willis, and you’ll see my picture in Core Management Training and connect with me there. Those are the best two places to connect with me.

Brilliant. And if there was one lasting, leaving piece of counselor advice for sales leaders who perhaps, on listening to this, are reflecting on the fact that perhaps they haven’t been spending enough time with their mid-performers. What would be the piece of advice you would give to them?

Yeah, I would say that communication is key. You know, I realize that managers, sales managers, are just stretched. The amount of field time that they’re spending now is less than it’s ever been because of just the expectations, reports, and all the things that they have to do.

Pick up the phone sometimes. Having a five or ten minute conversation. You know, some sales leaders don’t do one-on-ones, at least in pharma, traditionally have, and everything’s revolved around the work session.

But just pick up the phone, talk to people, tell them you care about them. And you know, I know everybody’s not warm and fuzzy and all that other good stuff. But when you pick up the phone, it does show that you care just to check in.

And I know one of the lessons I learned as a manager is that sometimes when you pick up the phone and talk to the person that you least expect wants to talk to you, they have questions and it’s like, wow, I’m glad I spent my office day calling all my representatives just to check in. It’s just valuable. If you just did that, I think that there would be great returns for you and your team as well as your relationships.

Yeah. Love that. Love that.

And the thing is, it’s easy to do, but it’s also easy not to do when the sales leader thinks, I’ve got to get this report for myself. I’ve got to do my strategic forecast for the next quarter. Do your team a favor and plug into them and give the gift of your attention to them.

Keith, hey, thank you so much. It’s been a great conversation. I love the insights, and I think we’re both on the same page as it relates to sales leadership, irrespective of the industry, the core principles apply.

So I want to thank you for jumping on at such a late time in the evening in Philadelphia. So thanks for being a great guest on The Exceptional Sales Leader Podcast.

Thank you so much, Darren. Appreciate you having me on.

Awesome, mate.

Thank you for listening to The Exceptional Sales Leader Podcast. I trust the information in this episode has been helpful in your journey towards becoming exceptional. And remember, please take the time to rate the show, subscribe to the show so other people can find it, but also if I can help you, jump on my calendar, go to leadwithdarrin.com, and let’s have a conversation about how I can help you along your journey to being exceptional.

Coaching Training and Organizational Development

Bringing your A-game: Interviews, Value, and Coaching

Hiring managers want reps who create impact from day one. That means showing up prepared, adding real value in every visit, and carrying yourself with the confidence to lead conversations.

The Conversation

We discussed what managers look for in interviews, how to stand out in a crowded office, and why self-development sets successful candidates apart. We also explored coaching, courses, and mentors as the fastest way to level up skills and maintain momentum after setbacks or rejections.

The Insight

You get chosen when you show you can bring value now. Confidence, clear stories of performance, and a habit of learning signal readiness. Training and coaching pay off because they turn intention into a visible skill.

The Action

  • Prepare 4 to 6 tight success stories and one lessons-learned story. Practice them aloud until they are crisp.
  • Enter every interview with a plan: the needs you will probe, the proof you will share, and the ask you will make.
  • Invest in yourself. Join a course, hire a coach, or join a peer group to build accountability and support.
  • Establish a weekly practice routine: one networking touchpoint, one skills role-play (or mock Q&A), and one interview rehearsal.
  • After any rejection, extract three key learning points, adjust accordingly, and move on to the next opportunity.

Welcome to The Exceptional Sales Leader Podcast with Darren Mitchell. If you’re a sales leader looking to take your leadership to a whole new level, then this is the podcast for you. We’ll be exploring tips, techniques, and strategies to help you take your leadership to the exceptional level, and allow you to enjoy more money, more meaning, and better sales results.

Welcome back to The Exceptional Sales Leader Podcast, and welcome to a man coming in in the evening. In the evening, and this is being recorded, this is in the first week of July. It’s actually at his dinner, so he’s looking very splendid, and he’s beautiful pink.

Is that a, that’s a polo shirt, right?

It is, yes, it’s a polo shirt.

Coming in from Philadelphia, Mr. Keith Willis, welcome to The Exceptional Sales Leader Podcast.

Thank you, Darren, really excited to be here. I’m glad I was able to make it today. I know we had some challenges there coming from dinner, but after listening to a few episodes, just happy to be here and looking forward to our conversation.

“Yeah, thank you. And I do apologize because there was, I think we were talking just before you pressed record, you were talking about having a virtual assistant that has been relieved of their duties, making some decisions because I got a decline, they got an acceptance and then I got an email overnight. So yeah, I’m ready to go.

And so we made this happen really quickly. So greatly appreciate it. Hey, you’re the founder and president of Core Management Training.

You’ve got a lot of experience around leadership, farmer sales, but also interestingly, a military background as well. I’m really looking forward to this conversation because I could go anywhere, but I think just based on a little preamble before you press record, there’s some really cool points that people listening to this can really bring home to Roos and help them in their sales leadership journey. Now, before we jump into it, I’d love to always get a bit of a sense of my guess background in terms of what you’ve done and what’s led you to now do, what you do with Core Management Training.

Well, yeah, Darren, I started out as a ROTC cadet. I got four years of college and graduated with a regular army commission. The same day I graduated from college, I got my commission all on the same day.

Went to my officer basic course and landed in Germany. So I was in Germany for three years, did a variety of roles. Probably one of the most important roles is a young lieutenant as a platoon leader.

So I had two different platoon leader roles. I was in a ordnance unit. A lot of people don’t realize when we think of ordnance, we think of explosive bombs and all of those things.

At least in the States, that’s the smallest part of the ordnance core. So you have missile management, you have automotive management, and then you have explosive ordnance. Now, obviously this was before the Gulf War.

So that may have changed now, but when I was in, there was automotive maintenance. So we had responsibility for fixing vehicles. I was automotive platoon leader as well as at one point in time, what they call the E&E electronic and engineering platoon.

And then eventually, I became what they call the shop officer. So just think in terms of you’re going to get your car fixed, and you drop your car off to the shop. My team had responsibility for getting those vehicles fixed.

And then those vehicles weren’t fixed. There were issues, obviously, because units needed to have a certain percentage of the vehicles ready to roll, so that they could be mission capable. So I did that.

And then I came back stateside. Around that time, the first Gulf War, so I had responsibility for making sure, seeing all the vehicles painted that went off to the desert, and then eventually became what they call the S1. So think in terms of the S1 is the administrator officer or HR, for all practical purposes.

We had about 900 soldiers in our battalion. We had some of the last couple of units coming back from Southwest Asia and then we had a unit relocating from Germany. So I had a responsibility for whether it be pay, officer evaluations, NCO evaluations, anything to do with any type of HR type of issues, I had a responsibility for.

And then decided that I was going to get out. So I worked through a junior military recruiter and ended up in sales. And so it was interesting because like a lot of people, I had never thought I was going to be a salesperson.

But in fact, I had never even seen or even heard of a pharmaceutical rep. And I had a couple of interviews. And back in the day when you interviewed for a pharmaceutical job, you used to have the opportunity to spend the day in the field with the sales representative.

I didn’t have that opportunity. And my first day in the field was the first time I got a sense of, oh, this is what a rep does. I don’t know if I would have signed up for it then.

But I was fortunate. I had some good mentors and some folks that helped me out. So I would say that the guy that interviewed me did a good job of selling me because he equated being in pharmaceutical sales like being in the military.

So he talked about sales forces as in units, putting promotional messaging against certain products and those types of things. So I got that analogy and so that was how I ended up in pharmaceutical sales, moving from the military. So big jump, big change.

And I love to explore because you mentioned before, you never thought you’d be in sales and it’s interesting. The vast majority of people I speak to will be on this podcast or just generally in business. It’s almost none of them have actually woken up one day and said, yeah, I reckon I’ll be in sales.

I reckon that’s a good career to proceed with. Well, I kind of fell into that or in some people, people say, that’s the only role I could get.

And so fast forwarding to that, we’ll talk about what you’ve learned through your career in sales and now what you do now. But love to know, making that transition from the military where it was very structured and you’re looking after all of those people in terms of all the administration, the HR related stuff. Making that transition into private enterprise and into a sales role, where you’re now responsible.

What were some of the key lessons from, I guess, your leadership background within the military that helped you make that transition? Presupposing, of course, it was a relatively smooth transition. I’m sure there would have been some bumps in the road.

Looking back in that transition, what are some of the key lessons that helped you transition into a sales and then eventually into the leadership roles?

I think the big thing is that in the military, as an officer, you have a great deal of responsibility. I mean, when I got out of the military, I was, what, 28, maybe, after six years. So even at 21 or 22 years old, my first platoon had, I think, 70 soldiers, and then the automotive platoon had 40 soldiers, and then responsibility for running a shop with close to 200 soldiers, seven or eight direct reports.

So you go from being, I wouldn’t say king of the hill, but all of a sudden, you’re just responsible for yourself. And I do think the first rule of leadership is you have to lead yourself ultimately. And so I had learned a lot of those lessons in the military, because not only do you have responsibility for soldiers, you also have responsibility for yourself.

And things like, you’re doing PT two or three times a week, you pass the PT test, you have to carry yourself in a certain way. Being overseas in Germany, you stand out because you’re American relatively to being in Germany. And so a lot of eyes are on you, and you’re working with other allies, other units, you have customers.

I had customers, we called them customers, and when we fixed vehicles, those types of things. So you had customer units, and you treated them as such. You go from that to all of a sudden, you’re just you as a salesperson, you just have to get up and you have to figure out, how do I sell?

What is the selling thing that I need to learn how to do? You go from fixing vehicles or managing a deadline list to, how do I learn this product? How do I sell that?

And so there’s a level of study, and you have to swallow your pride, because in the pharmaceutical industry, the sales rep position is entry level. Now, for some people, they spend a career as sales representative, but even their CEOs, a lot of CEOs carried a bag as a sales representative back in the day. So, it is a great training ground, and ultimately, it comes down to learning how to manage yourself, manage your emotions.

As an officer, you’re standing in front of soldiers, and at times, things aren’t going great. You have to learn how to control your emotions and those types of things. And when I was younger, my emotional intelligence probably wasn’t that great.

And over years, as you get older and wiser and more mature, you get better at doing those things. But as a sales representative, when you’re going in to see physicians, you’re talking to nurses, you’re talking to staff every day, ultimately, it’s the relationships that you develop in these offices. And you have a rotation, so you may have anywhere from 100 to 120 doctors that you’re seeing from every four to six weeks.

So that relationship and your selling skills make the difference between getting your product written and not written. So, a lot of lessons there. And part of it’s, you know, swallowing your pride and knowing how to ask for help.

And thanks for sharing that. It’s interesting, as you’re talking, I was just reflecting on some of my own clients that I’ve worked with as a mentor and as a coach who have been in the pharmaceutical industry or the medical industry where it’s very specialized knowledge. And particularly when you’ve got clients who are doctors, physicians, cardiovascular surgeons, orthopedic surgeons, et cetera, the expectations they have on a person who is coming in to sell them a solution to a problem is really, really high.

You also mentioned the importance of mentors as well in your journey. From a person coming from a military background and, for want of a better term, being thrust into pharmaceutical sales, how was the, I guess, the onboarding process with you? You mentioned you had a cycle of physicians to talk to over a period of, say, six weeks or so.

How did you go about building credibility in the eyes of those physicians to the point where they would even start to contemplate the solutions that you were providing them? Because this is a really interesting point because you’ve got to establish credibility as a sales leader and you’ve got to establish credibility as a sales person or sales professional before the customers even contemplate thinking about your solution. Is there anything specific that you did?

I think ultimately you have to show up. I think that’s part of the piece. I spent my first couple of years, I was fortunate to work.

We kind of worked in a team perspective. You had your own territory, we crossed over products and there were a couple of people that were on my team that they won sales awards almost every year. In fact, one of my first district managers, he had been a rep for over 20 years when he became a district manager.

He was a new district manager and even now was probably one of the best district managers that I had. He intuitively knew what you needed to do. I remember you got a diamond, so he had this shamrock ring and he had four diamonds and a ruby and that was representative of all the awards that he had won.

I remember I used to always say, I want to get one of those awards and wear one of those rings. And he was a no-nonsense, pretty straightforward. I remember my car looking like a disaster and him telling me, the next time I ride with you, your car looks like that, there are going to be some consequences.

And he gave me the reason why. We’re professional, you don’t know who’s going to see your car, you’re representing the organization and those types of things. So I appreciated his straightforward demeanor.

So having those types of conversations with managers is really important. And when I was a rep, training was pretty rigorous. The company that I worked, there was, I can’t remember, but I think it was like a four-week training cycle.

And you spent a lot more time in training then than you did now. And you had to pass exams. And I think two years in, they have what they call a medical review exam.

And that exam was 200 questions. And if you didn’t, if you passed the exam, the good news was you got a 10% raise. They don’t give 10% raises anymore.

If you didn’t pass the exam, you probably should put your resume together and start looking for a job. But they had vetted that with physicians. And what the feedback was is that that exam was on the level of what a medical student would get.

And so you build up your product knowledge, and then when you go in, you can answer questions, you talk to the physician, you build relationships. I always think of the trust equation. So you mentioned the credibility piece, which is one part of that.

Do you do what you say you’re going to do? Do you show up? Then there’s the competency piece.

Then it’s the intimacy, which comes back to the relationship divided by your self-orientation. And interesting enough, the more self-orientation that you have, the less trust that you have in the office. So I often like to think in terms of when you think about building trust in any, whether it’s with customers, internally, even with family, to think about the trust equation.

So if you have all of those components, as you build trust, it gives you a lot more autonomy, it builds your credibility, it gives you the opportunity to be able to serve your customers.

It’s huge, and I often use the trust equation in my workshops for leaders, and I do a little trust game afterwards, and it’s interesting how competitive people get and how self-orientation comes to the surface. Even though they’re in tech, they intellectualize, yeah, it’s not about us, it’s all about serving the team until there’s a competition. I’ve got to win.

I’ve got to win. So you then made the leap after a few years into a district manager role and a sales leadership role. Love your experience on reflection, moving from being an individual contributor to a sales leader, and how easy or difficult was that for you?

The truth of the matter was I was not a great district manager by any stretch of the imagination. And it was interesting going from, because in the military, there’s an assumption. So there clearly is structural structure.

I remember my commander used to say, you have hours like a banker. I mean, as an officer, you do run your mission. There’s expectation of you saw problems, you don’t bring problems to me.

And so there’s far more autonomy as an officer than people realize. And I probably talked about this whole emotional immaturity. Younger, the stuff you just do, stupid stuff, I think back on.

You lose your temper, you yell at people and things like that. And you can kind of get away with that in military, even though on reflection, the better leaders were those that were calm, cool, and collected. The people that were respected the most were the leaders that didn’t need to raise their voice, that listen to problems, that help people do things.

And over time, as you get older, at least for me, I can’t speak for everybody, as I matured, I began to realize there are some things that I needed to do more effectively. But as a district manager, you know, the first couple of years were tough. And looking back at it, I would say that I should have waited longer.

I had been a sales representative at that point with two different companies. The first company I ended up leaving because of downsizing and those types of things. And when I went over to the next company, I won two district rep of the year.

I finished three out of 640 sales representatives. So I had street cred from the standpoint of being able to sell effectively. And we had a good development program as far as preparing people to be managers.

But you can train people all day long, but until you do the job, you know, I joke with people that don’t want to be a manager. And I say, you’ll learn. It’s one of the most developmental jobs that you get.

All of the lessons and things that you need to learn, you’ll learn as a district manager. If you have a gap, that’s going to be the thing that you have an opportunity to work on as a manager. So that was my experience.

And on the back end of it, I did better. So there were some reps I managed well. I had great relationships with.

And then there are reps that I struggled with. I would say they were middle performers. Middle performers in that they weren’t looking to get promoted.

They would tell you they wanted to get promoted, but they weren’t looking to get promoted because when I look back, when I look at them now, some of them are still in the industry, still in sales. And interesting enough, a lot of them put up great numbers. They would be way over goal.

It wasn’t a matter of that. It’s just they’re not raising their hand to volunteer. They’re not trying to do anything extra.

And they would be a pain in your backside. You might call them on a Friday afternoon and it’s like they’re there in office doing expense reports because they’re trying to get down to the shore. And I was one of those people.

My expectation is you should be out working. And I had to learn, look, if you’re putting up the numbers, you get a little bit more autonomy versus if you’re not. And it was all of those things learning how to work through.

And interesting enough, it wasn’t until I left and I went to another organization that had a very, very strong leadership development program. And it wasn’t that the company that I was at before didn’t. It was just the way that the guy that ran the program, he was a guru.

There was no debate whether you’re first or second line leader. You were coming to his training. And then there were two levels.

So as a second line leader, there would be coaching or they would listen to sessions where you coached your first line leader and there would be feedback on the coaching. And then there would be feedback for the first line leader who was coaching their representative. So up the chain, there was an opportunity to see.

And because I was in training and then as a part of the cadre and going through all the different rotations and training the classes, you begin to learn how to be more effective as a leader. And then running training teams internally, I became a much better leader. So I think it’s a combination of time.

There’s always a time element. There’s a maturity element. There are parts of us that maybe from a business perspective, you may be very strong, but you may not have the emotional maturity.

For some people, they’re emotionally mature very early. Maybe the business acumen is not that good. So we all have stuff to work on.

But I would say that that was my journey. And I was fortunate because I was in organizations where training, there was a lot of leadership training. And unfortunately, I would say that in the pharma industry, that’s not as consistent now as it has been in the past.

And part of it is because there are more downsizing, there are more cutbacks, there are more companies that are being bought. So all of those things, it becomes difficult to justify how do we sustain a leadership development program if the people that go through the program aren’t going to get promoted.

Yeah, true, true. So would you say that that’s one of the key challenges facing a lot of organizations now, particularly in the life sciences and pharma industry?

I definitely would say that that’s a challenge. How do you get the next group of people ready to get promoted? And I think it goes, I think this is probably every industry.

I don’t think it’s unique to pharma. You know, pharma, we joke and we say we’ve, the industry’s gotten old. It hasn’t, it hasn’t.

There’s a life cycle. You know, you know, when I started, I was in my late 20s. A lot of us were the same age.

A lot of people I know now are retiring. Some of them are CEO. Some of them have done extremely well in the career.

And, you know, it used to be you had to hire people that didn’t have a lot of sales experience. And now, because you have a lot more specialty drugs, more specialty products, there’s a tendency to hire representatives that have experience. So it’s harder for people to break in.

And the other part of that is that when you’re trying to figure out, how do I create a developmental pipeline? What’s that going to look like? I will often hear, well, we’re not expanding.

We’re not going to have new promotions. And so how do I train people? How do I get them ready to step into these roles?

So it’s not unheard of where you talk to leadership and people feel like people aren’t ready. And I even talk to second line leaders that have had training. And they’ll say, I don’t know that I’m as prepared as I need to be to how to coach my first line leader or how to coach their people, provide feedback.

So I think it’s a challenge in budgets, money, time. I don’t know if you remember back in the day when I was a rep, we used to get mail once a week. And you’d wait for the mail to come in and you’d go through the mail.

Now you get that much mail in 15 minutes on your computer. So the temple is so much faster now and the expectations are so much higher now than they were 20 years ago.

They are, which we kind of, as you were talking about the second level leaders and even the first line leaders there, my experience is a lot of leaders are thrust into a leadership position because they’ve been a great individual contributor. And that seems to be the catalyst or the trigger for them to be given the opportunity. And I know you talk a little bit about heroic leaders to servant leaders and I’m big on servant leadership in terms of what that, particularly in sales, which might sound a little bit counterintuitive.

What do you see in the industry right now in relation to organizations where there’s a lot of changes, there’s a lot of maybe downsizing, changing in terms of company structures, buyouts and stuff like that. Is there still a focus on the importance of leadership and getting the right people for the future of the business? Or is it more a case of we just got to get the number because we’re going to make sure that we are surviving firstly and then potentially thriving so that we can be bought out by a bigger company.

We used to joke, a friend of mine, that we were surprised our companies would run because it was more inertia, and things would get going and they would just run. I think it’s a combination of both. I think everybody acknowledges that there’s a need for leadership.

The question is, how do we get people ready for leadership? And then I think there’s a split because you have companies that have been around for a while, but what happens is that product goes generic, something happens, they get rid of the entire commercial team. And some companies take a different approach.

They move that talent around to other business units. You have to learn the product, but ultimately business is business. You can figure that out.

And then I think that there’s just not enough or there are sections of time. Last year, I went to a conference and I can’t remember the numbers. And it wasn’t just pharma, but a lot of organizations, there was a ratio where they had cut the leadership development trainers to leaders significantly.

And it’ll be interesting because the conference is coming up in a couple of weeks to see where they are. But companies that had established the leadership development programs and they were presenting what they had done with cohorts and everything where most of the team had disappeared. So now you have one or two trainers responsible.

And so that speaks volumes oftentimes about where a company, what a company really thinks about leadership. So even though they say the right thing, they don’t necessarily believe the right thing. Or I’ll have conversations with organizations and everybody’s doing the same thing.

The Grow Model. Okay, so the Grow Model is not that it’s not effective, but everybody’s doing it. Situational leadership, SBI.

I mean, there’s all this stuff. And then you ask the question, okay, so what problem are you trying to solve? So they’ll do a whole overhaul of leadership development, but they don’t answer the question of, well, what’s the problem we’re trying to solve?

What is it the program wasn’t giving us that we’re looking for today? And so there’s all of this stuff. And I at times think and feel like that people feel like the leadership development that they’re getting isn’t helping them with the day to day.

It’s not helping them with some of the challenges, issues, and problems that they’re having with their teams. How do I get even the A performer today can easily be a B performer tomorrow or even a C performer. When we talk about things like AI, different types of the new CRM platforms, different things that expectations that people have, it can change so quickly.

So how do you get people through that? How do you enable them? How do you upskill them?

And so I don’t know that anybody has a good answer. And I don’t know that a lot of organizations spend enough time figuring that out. And then I think, ultimately, how do you measure what you’re doing and that it’s having impact?

How do you really know that a sales leader that went through a curriculum and got developed is doing a good job? What does that look like?

Yeah, it’s difficult because a lot of my clients, they’re always talking about what’s the return on investment. And it’s almost like the answer to that is, well, how long is a piece of string? You can say, well, okay, we take you through a curriculum and we should see an uptake in customer retention, customer engagement, bottom line, top line revenue, profitability, et cetera, et cetera.

But often it’s the observable behaviors that’s the real return on investment. Because if you see a sales leader having a conversation or having a conversation with maybe a sales director, if they can be observed, that’s the real return on investment because you can see the behavioral change. What’s the challenge there is it’s really difficult to put a tangible number against that because it’s hard to look at a scoreboard from that.

Well, what does that actually mean? It’s difficult, right? But it’s and I think a lot of companies now are trying too hard to try to put some numbers against some things that perhaps it’s hard to put numbers against.

And that’s my challenge that I’m sort of grappling with with a lot of companies in Australia right now. So you mentioned something there also around the A’s, the B’s and the C’s performers. As you know, Australia, for most companies in Australia, we’ve just come off the end of the financial year.

So June 30 in Australia, for many companies, is the end of the financial year. So I know up until Monday this week, there were companies all over Australia just pounding the pavements trying to get as many sales in as possible and bringing things in from the first quarter of 2026 to this one. And now we’re in the new financial year and then we’re thinking, oh, now what?

What are we going to do now? I wanted to talk about the three tiers of performers, the low performers, top performers, but also this core middle performers, because I know you do a lot of work in this middle performance part. What’s your thoughts around the way that organizations and sales leaders in particular treat those three categories?

And what are some opportunities that perhaps they might be missing? By ignoring the middle performers?

Yeah, let’s start with what the opportunity is in the middle. When you look at the middle, they represent anywhere from 60 to 70 percent of the sales force.

Yeah.

When you look at the top 10 percent, how much more are you going to get out of them? Probably not much more. The bottom 10, 15 percent, managers trying to get rid of them.

You got a limited amount of time. In most organizations, particularly in pharma, everybody gets generally the same amount of time in the field. Yeah.

If a manager spends 100, 120 days in the field of representatives, and he or she has 10 representatives, that’s about 10 days. And when you think about field input teams, special assignments, you’re going to help with a sales meeting, your top performers are the ones that are usually tapped on the shoulder. And there’s some equity and there’s some learning that goes from being able to prepare for sales meeting.

You’re leading a discussion. You’re leading. You’re having an opportunity to get some exposure to marketing, sales leadership.

You have an opportunity to give your input into what’s going on. So you get development that way. If you’re on the bottom, you’re getting attention just because your sales stink and everybody’s trying to get rid of you as quickly as possible.

If you have an extra day, where’s the manager going to spend it? They might spend it with a top representative. They’re probably not going to spend it with a middle representative.

So the middle representative gets no feedback. No one’s cheering for them, and they’re just there. And so if you haven’t said, an interesting thing is in some cases, these middle performers may be pretty solid sales representatives.

They may be north of 100 percent. When we talk about goal attainment, a lot of it is around behaviors and some of the things, I mean, I think part of it is you got to agree as an organization. When we say B, what does that mean?

And if you’re in that category of Bs, you get treated as such. And there’s three degregations of that. There’s the top middle, the top part of the Bs, and then there’s the middle Bs, and then those Bs that are closer to Cs, and you’re wondering in the back of your mind, should I be starting to think about taking some action on them?

So when you think about it from that perspective, it’s your greatest opportunity. I was in a region where the regional manager ultimately was fired and brought in a new regional director, and we would do this thing. She called it Blue Skies, and the way she said, well, we had 80 territories, and it was the cutoff, it was a number of territories that would take the hit goal.

So in other words, if let’s say if it were 30 territories, that it was 30 territories, and then the rest of the region would make goals. So initially when I was a district manager, I used to think in terms of this was kind of the Pareto principle, the 80-20 rule where my manager would look at, do we have a A, B, or C performer? And if we don’t have the right person, do we need to remove that person?

But the piece that I missed is that the entire management team would go down to a district, and the whole team would spend the entire day with a sales team. So every representative would ride with a sales manager or a regional training manager. And depending on how we were geographically dispersed, we would have a best practices dinner.

So it might be one dinner, it could be two or three dinners, and then we would get all of the different best practices and those type of things. So the piece that I missed was that it really was focused on the middle performer, because when you look at the entire region or if you look at a district, you probably had no more than three top performers. You had a core group of people that were in the middle and they got individual time.

So what happened at the end of the year when we do performance management, we spent not only time with my people, I had spent time with other people’s people and had some very, had an idea of from a rating perspective, is this number this number? We could talk about what do we need to do to move this person forward? So we were in a region that was, I think at the time we were seven out of seven and we ended up moving, we ended up being two out of seven.

Part of that was because of the focus on the middle performer with sales, their performance, I can’t tell you how many five-page business plans we would do on a regular basis and critically looking at each individual person, what their previous three years of performance was, what you needed or what you thought that you needed to do to move that person to the next level. Then my manager would dig into your field coaching reports to see if what you said was what you had written in a field coaching reports to see if there was alignment.

Yeah.

So when we talk about that level of focus, those are the things that more so did more to moving a region to two of seven than spending time with top performers. Everybody got some love. And so I think that that’s the opportunity.

Oftentimes, the difference in coaching is that with an A, you can say, do acts, do more programs, or do this close differently, or say this, and they get it. With B, you have to be more explicit during that conversation and that coaching to say exactly what you mean and describe what that means. I believe it’s, I think it’s McKinsey, there’s a McKinsey article and it talks about coaching, about coaching two best practices within an organization.

So that’s the piece that managers oftentimes will miss. Here are things that other teams or other folks are doing within a team that are moving and then coaching to that, but also coaching specifically to what that person needs. And my philosophy as a manager has always been, my role as a manager is help you be the best version of you possibly.

So you might be very, very different than I am. You might be, you know, let’s say you’re highly analytical. My goal is help you be more analytical.

If the other person on teams are high, my goal is to help you be more effective in that way. Now, are there some other things you still got to be able to do analytics and some other things? Do you have to mitigate some weaknesses?

Sure. But you have to help, you have to help people leverage those enhanced strengths instead of the, instead of trying to make them a mini me. As I always say, if I had a team of me’s, we’d be in big trouble.

Well, that’s another lesson as well, because so many sales leaders build teams very much similar to themselves, and they wonder why they’re not generating extraordinary results. So when you think about 60 to 70% of the sales force being in the mid-tier, my experience is often the sales leader doesn’t necessarily know how to unlock the potential of those. So you mentioned before, you might have some who are highly analytical, you might have some who are high-eyes.

For those in the disk, that’s the influencer on the disk profile. So very high-level, very entrepreneurial thinkers, pioneer type people. How do we unlock the potential of these people?

So if you think about it, it represents a large part of the sales opportunity and the revenue base. Because sometimes sales leaders might look at it and say, well, as you said before, a core performer might be actually on target, but if not above target, and they think, well, I’m not sure there’s much else I can help them with, right? How do we help to unlock this?

Because that is probably the difference could make all the difference in terms of how a whole territory achieves and sets them up for long-term sustainable success.

I think the first thing is it starts with the leader themselves. They have to think about how they’re approaching people. There’s a whole story around Pigmalion.

I don’t know if you heard the story about a teacher. They had all these numbers. They told the teacher that these were the people’s IQs.

At the end of the year, these students had all performed very well and somebody came and said, wow, how did these students have never performed this high? The teacher said, well, gave me all of these students with these high IQs and found out that the IQs were actually their locker numbers.

So, part of it is people respond to how you treat them. So, if you treat them in such a way that that’s really what they do. I was talking to a manager, we were having a conversation and they were trying to get this representative to increase the number of calls that they were making a day.

So, they made a comment and they said, the representative had a really good week last week. I asked the manager, I said, well, did you say anything to the representative about it? And they stopped and they looked at me like I was crazy.

And it’s like, yeah, you want them to do acts, you want them to see more physicians during the week, they had a good week, why don’t you reinforce that with positive reinforcement? A lot of times, some of the obvious things managers just don’t do. The other part of that is the conversation that the manager thinks they’re having, they don’t have.

They have challenges and issues with the representative. And then you ask the question, well, does the rep know? And the manager assumes that they know or during the coaching or if you role play a situation with a manager about one of the direct reports or somebody on their team and everybody’s listening, and then you ask everybody else on the team and you say, well, are you clear about what’s being coached?

And everybody shakes their head up and down and says, well, no. So one of the things is that in any conversation, that any coaching conversation that you’re having, A, you need to anchor that conversation. In other words, here’s what we’re going to talk about.

And then at some point, you’ve got to, you and that representative need to agree that it’s an issue. Because if you can’t agree to that it’s an issue, there’s no way you’re going to be able to solve it. What a lot of managers do is they jump to action and they try to get the representative to do something that they’re not even sure why we’re even having a conversation, let alone to what even the problem is.

At least if you can agree that it’s a problem and it needs to be fixed, and then you can begin to establish how to go about fixing that. And so one of the challenges just gets down to the whole coaching conversation. And I referenced the grow model earlier.

Managers have been trained to ask a lot of questions. Well, questions are important, just like they are in sales, they’re important in coaching. But if you’ve been around, you have a lot of experience, you have a point of view, you have an observation, and you’re working with a lot of representatives in the field, so you see things.

And so you give your point of view, you provide the data, you provide the information that says, here’s why I think that. And then they ask, hey, what do you think? And then you get their point of view, and then you can have a discussion.

At least you’re moving forward. And then understanding that coaching may not happen all in one session. It may take you a couple of sessions to get them to agree that this is a challenge, this is an issue, this is something that we need to solve.

But oftentimes, what happens is because the manager jumps to action. Let’s say, for example, they think the representative needs to close. They haven’t given them any data or any information or anything that leads the representatives to even know or understand.

And they may not even be clear, because it may sound like I need to ask more effective probing questions or whatever that is. And then the next time the next field ride comes along, nothing’s changed, nothing’s happened. There’s been no check-in, there’s been no accountability call.

So that happens on a regular basis. And oh, by the way, when the leaderboard comes, no one’s cheering for me because all my stuff’s in the middle. Yeah, I had more calls than I had last week.

No one reinforces that behavior. All the people that are getting a love are at the top. And then if I’m at the bottom, I’m probably getting a nasty phone call and says, hey, what’s going on?

I looked at your numbers and I really stink. Yeah, and so I’m left to my own devices. So I think of managers would think more positively.

And one other thing, Darren, because I saw this, we were doing this with another group of managers. It was a different, it wasn’t a sales team, but it was a similar type of situation where we were talking about, we had done case studies, and you would have thought we were talking about C performers.

Yeah.

Because the senior manager kind of made a statement of, well, we need to try to get rid of this person. And it was, well, with most of the physicians that they’re working with, they’re doing a good job. There’s a couple that they struggle with, but you’ve deemed that maybe you should get rid of them.

Now, ironically, this person ended up leaving the company. So I think about the time that takes you to train somebody up and all of those things, this is a solid citizen and this is a solid performer. So when I talk about Pigmalion, their managers, they look at their B performers like they’re Cs.

Yeah.

And then they wonder why they are not getting as much out of them because ultimately, it’s, you really don’t care about me. You just are concerned about me hitting that number. If I don’t hit that number, you can get rid of me as soon as I can.

And there’s a lack of trust there. And so those are all the things that go into that impact the middle performer and why middle performers oftentimes don’t thrive within organizations.

And there’s an important point you made just before, Keith, you’re saying that we’ve got to be really clear on the problem. And I just wanted to, I guess, clarify that a little bit because sometimes when people hear that, they think, oh, it presupposed there’s something wrong. Well, the problem is you might have a middle performer that is on or above target.

But we look at them and say probably they have more potential they can be giving, right? How do I extract that extra 5, 10% out of them to take them to potentially an A performer? So it’s not that they’re doing things wrong.

We’re just looking at them and saying they’ve got more than they could be doing, right? So that’s the problem part that we need to be looking at. And the other part with all that is we’ve got to, as leaders, spend more time with the middle performers because if that represents 60 to 70% of our sales team in terms of our performance, if we just make a quick 5 to 10% improvement, then that can have a huge impact on our end of year performance, not to mention the level of engagement that those mid performers have, because all of a sudden, we’re now measuring them on behaviors and checking in on those behaviors, not just looking at their results.

And so if we just look at the results, and it’s easy to do because at the end of the quarter it tells us where we sit on the scoreboard, right? We have to look beyond that and say, well, how can I help this person? Because if I see this person who’s a middle performer, a B performer as an A, and I start to treat them as an A, then funnily enough, at some point in the near, not too distant future, they’ll start to become an A, if they take on board the coaching and all that sort of stuff.

So I just wanted to clarify that because there might be people listening to this, oh, I’ve got to find a problem with people. No, no.

Yeah, some of it’s just being more of a cheerleader for your middle performers, and just acknowledging the work and effort that they’re putting in. It’s knowing that somebody cares. And I think part of it also is Darren is having real conversation.

I remember I had a representative that wasn’t closing. And I remember saying to him, I said, you’ve been doing this job for a long time. I know you know how to close.

Why don’t you close? And so he explains to me that he likes to know. It was a congruency issue because in his mind, he said, I like to know more about things.

I don’t like to be closed when I go somewhere and I’m going to. And so he said that I like to know more about what somebody is trying to sell me than they do. So I can come to another decision on my own.

So at the time, I think they were looking at getting married. And so I had a whole conversation about, I used an example when I bought my wife an anniversary ring. And I said, you know, we went to all of these stores and my wife wanted white gold.

And we looked at all of these rings and so all of the rings were pretty much the same.

Yeah.

And I said that the last salesperson, she says to me, she says, will you be taking that ring today? I stopped in my tracks. And I could not find one reason to say no, because my wife wanted that ring, the price point, it was more than I wanted to spend, but it was a good price point.

And then I, in the conversation we had is I said, what I needed from the salesperson was, I needed for them to sit with me. In other words, we weren’t sitting this way, we were sitting together and they were helping me make a decision that I wanted to make, but I needed somebody to push me over. So the conversation was around when you don’t sit next to the physician or the health care professional and help them make that decision, that they want to make that decision, then in essence, you’re actually failing them.

And so he got that. And so I could have done the standard, hey, I want you to work on your clothing or anything, but there clearly was something that went behind that. And so sometimes when we’re having conversations with people, you got to go beyond just following the model and just checking the box.

You’re not doing this, you’re not doing that, but really trying to understand what is it? Because I know you have the capability to do that. I’ve seen you do it.

You’re just not doing it. Kind of help me out here. Let’s have a conversation.

And it wasn’t something that it wasn’t negative. It was just what it was.

Yeah. And the only way you can do that is to actually spend time with them, to observe them.

You’re right.

This is the other thing. So when we’re talking about the coaching, the development, unlocking and unleashing the potential of our sales teams, the only way you can do that is to actually spend time with them in the field to see what they do, what they don’t do, to provide them feedback, provide them coaching, so they can improve, so they can get better. So they can take their performance from B to an A, A to an A+, C to a B, because the thing I want people to understand is, sales leaders are not there and not seeking to get rid of people.

What they want to do is they try to unleash the entire potential of the entire team, collectively and individually. The only way to do that is to build trusted relationships with the people where they know you’re there to serve them. You’re not there to criticize them.

But the only way to do that is to build that relationship, which is a trusted relationship, which is fine.

Amen.

So, with that, I’m conscious of time because it’s nearly 10 o’clock at night.

So, for people who want to learn more about you, Keith, and the work that you do, and maybe understand some of the programs you offer, where’s the best place for them to do that?

Go to my website, coremanagementtraining.com, and it’s all one word, Core Management Training. It’s two T’s, if you spell it out. Go to my website.

You can connect with me on LinkedIn under Keith Willis, and you’ll see my picture in Core Management Training and connect with me there. Those are the best two places to connect with me.

Brilliant. And if there was one lasting, leaving piece of counselor advice for sales leaders who perhaps, on listening to this, are reflecting on the fact that perhaps they haven’t been spending enough time with their mid-performers. What would be the piece of advice you would give to them?

Yeah, I would say that communication is key. You know, I realize that managers, sales managers, are just stretched. The amount of field time that they’re spending now is less than it’s ever been because of just the expectations, reports, and all the things that they have to do.

Pick up the phone sometimes. Having a five or ten minute conversation. You know, some sales leaders don’t do one-on-ones, at least in pharma, traditionally have, and everything’s revolved around the work session.

But just pick up the phone, talk to people, tell them you care about them. And you know, I know everybody’s not warm and fuzzy and all that other good stuff. But when you pick up the phone, it does show that you care just to check in.

And I know one of the lessons I learned as a manager is that sometimes when you pick up the phone and talk to the person that you least expect wants to talk to you, they have questions and it’s like, wow, I’m glad I spent my office day calling all my representatives just to check in. It’s just valuable. If you just did that, I think that there would be great returns for you and your team as well as your relationships.

Yeah. Love that. Love that.

And the thing is, it’s easy to do, but it’s also easy not to do when the sales leader thinks, I’ve got to get this report for myself. I’ve got to do my strategic forecast for the next quarter. Do your team a favor and plug into them and give the gift of your attention to them.

Keith, hey, thank you so much. It’s been a great conversation. I love the insights, and I think we’re both on the same page as it relates to sales leadership, irrespective of the industry, the core principles apply.

So I want to thank you for jumping on at such a late time in the evening in Philadelphia. So thanks for being a great guest on The Exceptional Sales Leader Podcast.

Thank you so much, Darren. Appreciate you having me on.

Awesome, mate.

Thank you for listening to The Exceptional Sales Leader Podcast. I trust the information in this episode has been helpful in your journey towards becoming exceptional. And remember, please take the time to rate the show, subscribe to the show so other people can find it, but also if I can help you, jump on my calendar, go to leadwithdarrin.com, and let’s have a conversation about how I can help you along your journey to being exceptional.

Sales Performance

Sales Management: Building Influence Over Authority by Keith Willis

Titles don’t make leaders — influence does. The shift from being a top performer to leading a team requires letting go of control, empowering others, and redefining success through the people you lead.

The Conversation

We discussed the biggest misconception about leadership — believing authority alone drives results. Keith shared lessons from his early management days and why the best leaders “roll up their sleeves” to help their teams succeed. We also explored the trap of the “super rep” manager, the importance of coaching over fixing, and how leaders can build trust without taking over.

The Insight

Great salespeople win on their own. Great leaders win through others. Influence, respect, and credibility create real authority. The best managers balance accountability with support, knowing when to step in and when to coach from the sidelines.

The Action

  • Redefine success. Shift your focus from personal wins to team growth and results.
  • Coach before you fix. Role-play difficult calls and let your reps lead — even if it’s not perfect.
  • Build followership. Earn trust by working alongside your team and showing you’re invested in their success.
  • Create learning space. Turn mistakes into coaching moments rather than quick corrections.

Welcome to The Exceptional Sales Leader Podcast with Darren Mitchell. If you’re a sales leader looking to take your leadership to a whole new level, then this is the podcast for you. We’ll be exploring tips, techniques, and strategies to help you take your leadership to the exceptional level, and allow you to enjoy more money, more meaning, and better sales results.

Welcome back to The Exceptional Sales Leader Podcast, and welcome to a man coming in in the evening. In the evening, and this is being recorded, this is in the first week of July. It’s actually at his dinner, so he’s looking very splendid, and he’s beautiful pink.

Is that a, that’s a polo shirt, right?

It is, yes, it’s a polo shirt.

Coming in from Philadelphia, Mr. Keith Willis, welcome to The Exceptional Sales Leader Podcast.

Thank you, Darren, really excited to be here. I’m glad I was able to make it today. I know we had some challenges there coming from dinner, but after listening to a few episodes, just happy to be here and looking forward to our conversation.

“Yeah, thank you. And I do apologize because there was, I think we were talking just before you pressed record, you were talking about having a virtual assistant that has been relieved of their duties, making some decisions because I got a decline, they got an acceptance and then I got an email overnight. So yeah, I’m ready to go.

And so we made this happen really quickly. So greatly appreciate it. Hey, you’re the founder and president of Core Management Training.

You’ve got a lot of experience around leadership, farmer sales, but also interestingly, a military background as well. I’m really looking forward to this conversation because I could go anywhere, but I think just based on a little preamble before you press record, there’s some really cool points that people listening to this can really bring home to Roos and help them in their sales leadership journey. Now, before we jump into it, I’d love to always get a bit of a sense of my guess background in terms of what you’ve done and what’s led you to now do, what you do with Core Management Training.

Well, yeah, Darren, I started out as a ROTC cadet. I got four years of college and graduated with a regular army commission. The same day I graduated from college, I got my commission all on the same day.

Went to my officer basic course and landed in Germany. So I was in Germany for three years, did a variety of roles. Probably one of the most important roles is a young lieutenant as a platoon leader.

So I had two different platoon leader roles. I was in a ordnance unit. A lot of people don’t realize when we think of ordnance, we think of explosive bombs and all of those things.

At least in the States, that’s the smallest part of the ordnance core. So you have missile management, you have automotive management, and then you have explosive ordnance. Now, obviously this was before the Gulf War.

So that may have changed now, but when I was in, there was automotive maintenance. So we had responsibility for fixing vehicles. I was automotive platoon leader as well as at one point in time, what they call the E&E electronic and engineering platoon.

And then eventually, I became what they call the shop officer. So just think in terms of you’re going to get your car fixed, and you drop your car off to the shop. My team had responsibility for getting those vehicles fixed.

And then those vehicles weren’t fixed. There were issues, obviously, because units needed to have a certain percentage of the vehicles ready to roll, so that they could be mission capable. So I did that.

And then I came back stateside. Around that time, the first Gulf War, so I had responsibility for making sure, seeing all the vehicles painted that went off to the desert, and then eventually became what they call the S1. So think in terms of the S1 is the administrator officer or HR, for all practical purposes.

We had about 900 soldiers in our battalion. We had some of the last couple of units coming back from Southwest Asia and then we had a unit relocating from Germany. So I had a responsibility for whether it be pay, officer evaluations, NCO evaluations, anything to do with any type of HR type of issues, I had a responsibility for.

And then decided that I was going to get out. So I worked through a junior military recruiter and ended up in sales. And so it was interesting because like a lot of people, I had never thought I was going to be a salesperson.

But in fact, I had never even seen or even heard of a pharmaceutical rep. And I had a couple of interviews. And back in the day when you interviewed for a pharmaceutical job, you used to have the opportunity to spend the day in the field with the sales representative.

I didn’t have that opportunity. And my first day in the field was the first time I got a sense of, oh, this is what a rep does. I don’t know if I would have signed up for it then.

But I was fortunate. I had some good mentors and some folks that helped me out. So I would say that the guy that interviewed me did a good job of selling me because he equated being in pharmaceutical sales like being in the military.

So he talked about sales forces as in units, putting promotional messaging against certain products and those types of things. So I got that analogy and so that was how I ended up in pharmaceutical sales, moving from the military. So big jump, big change.

And I love to explore because you mentioned before, you never thought you’d be in sales and it’s interesting. The vast majority of people I speak to will be on this podcast or just generally in business. It’s almost none of them have actually woken up one day and said, yeah, I reckon I’ll be in sales.

I reckon that’s a good career to proceed with. Well, I kind of fell into that or in some people, people say, that’s the only role I could get.

And so fast forwarding to that, we’ll talk about what you’ve learned through your career in sales and now what you do now. But love to know, making that transition from the military where it was very structured and you’re looking after all of those people in terms of all the administration, the HR related stuff. Making that transition into private enterprise and into a sales role, where you’re now responsible.

What were some of the key lessons from, I guess, your leadership background within the military that helped you make that transition? Presupposing, of course, it was a relatively smooth transition. I’m sure there would have been some bumps in the road.

Looking back in that transition, what are some of the key lessons that helped you transition into a sales and then eventually into the leadership roles?

I think the big thing is that in the military, as an officer, you have a great deal of responsibility. I mean, when I got out of the military, I was, what, 28, maybe, after six years. So even at 21 or 22 years old, my first platoon had, I think, 70 soldiers, and then the automotive platoon had 40 soldiers, and then responsibility for running a shop with close to 200 soldiers, seven or eight direct reports.

So you go from being, I wouldn’t say king of the hill, but all of a sudden, you’re just responsible for yourself. And I do think the first rule of leadership is you have to lead yourself ultimately. And so I had learned a lot of those lessons in the military, because not only do you have responsibility for soldiers, you also have responsibility for yourself.

And things like, you’re doing PT two or three times a week, you pass the PT test, you have to carry yourself in a certain way. Being overseas in Germany, you stand out because you’re American relatively to being in Germany. And so a lot of eyes are on you, and you’re working with other allies, other units, you have customers.

I had customers, we called them customers, and when we fixed vehicles, those types of things. So you had customer units, and you treated them as such. You go from that to all of a sudden, you’re just you as a salesperson, you just have to get up and you have to figure out, how do I sell?

What is the selling thing that I need to learn how to do? You go from fixing vehicles or managing a deadline list to, how do I learn this product? How do I sell that?

And so there’s a level of study, and you have to swallow your pride, because in the pharmaceutical industry, the sales rep position is entry level. Now, for some people, they spend a career as sales representative, but even their CEOs, a lot of CEOs carried a bag as a sales representative back in the day. So, it is a great training ground, and ultimately, it comes down to learning how to manage yourself, manage your emotions.

As an officer, you’re standing in front of soldiers, and at times, things aren’t going great. You have to learn how to control your emotions and those types of things. And when I was younger, my emotional intelligence probably wasn’t that great.

And over years, as you get older and wiser and more mature, you get better at doing those things. But as a sales representative, when you’re going in to see physicians, you’re talking to nurses, you’re talking to staff every day, ultimately, it’s the relationships that you develop in these offices. And you have a rotation, so you may have anywhere from 100 to 120 doctors that you’re seeing from every four to six weeks.

So that relationship and your selling skills make the difference between getting your product written and not written. So, a lot of lessons there. And part of it’s, you know, swallowing your pride and knowing how to ask for help.

And thanks for sharing that. It’s interesting, as you’re talking, I was just reflecting on some of my own clients that I’ve worked with as a mentor and as a coach who have been in the pharmaceutical industry or the medical industry where it’s very specialized knowledge. And particularly when you’ve got clients who are doctors, physicians, cardiovascular surgeons, orthopedic surgeons, et cetera, the expectations they have on a person who is coming in to sell them a solution to a problem is really, really high.

You also mentioned the importance of mentors as well in your journey. From a person coming from a military background and, for want of a better term, being thrust into pharmaceutical sales, how was the, I guess, the onboarding process with you? You mentioned you had a cycle of physicians to talk to over a period of, say, six weeks or so.

How did you go about building credibility in the eyes of those physicians to the point where they would even start to contemplate the solutions that you were providing them? Because this is a really interesting point because you’ve got to establish credibility as a sales leader and you’ve got to establish credibility as a sales person or sales professional before the customers even contemplate thinking about your solution. Is there anything specific that you did?

I think ultimately you have to show up. I think that’s part of the piece. I spent my first couple of years, I was fortunate to work.

We kind of worked in a team perspective. You had your own territory, we crossed over products and there were a couple of people that were on my team that they won sales awards almost every year. In fact, one of my first district managers, he had been a rep for over 20 years when he became a district manager.

He was a new district manager and even now was probably one of the best district managers that I had. He intuitively knew what you needed to do. I remember you got a diamond, so he had this shamrock ring and he had four diamonds and a ruby and that was representative of all the awards that he had won.

I remember I used to always say, I want to get one of those awards and wear one of those rings. And he was a no-nonsense, pretty straightforward. I remember my car looking like a disaster and him telling me, the next time I ride with you, your car looks like that, there are going to be some consequences.

And he gave me the reason why. We’re professional, you don’t know who’s going to see your car, you’re representing the organization and those types of things. So I appreciated his straightforward demeanor.

So having those types of conversations with managers is really important. And when I was a rep, training was pretty rigorous. The company that I worked, there was, I can’t remember, but I think it was like a four-week training cycle.

And you spent a lot more time in training then than you did now. And you had to pass exams. And I think two years in, they have what they call a medical review exam.

And that exam was 200 questions. And if you didn’t, if you passed the exam, the good news was you got a 10% raise. They don’t give 10% raises anymore.

If you didn’t pass the exam, you probably should put your resume together and start looking for a job. But they had vetted that with physicians. And what the feedback was is that that exam was on the level of what a medical student would get.

And so you build up your product knowledge, and then when you go in, you can answer questions, you talk to the physician, you build relationships. I always think of the trust equation. So you mentioned the credibility piece, which is one part of that.

Do you do what you say you’re going to do? Do you show up? Then there’s the competency piece.

Then it’s the intimacy, which comes back to the relationship divided by your self-orientation. And interesting enough, the more self-orientation that you have, the less trust that you have in the office. So I often like to think in terms of when you think about building trust in any, whether it’s with customers, internally, even with family, to think about the trust equation.

So if you have all of those components, as you build trust, it gives you a lot more autonomy, it builds your credibility, it gives you the opportunity to be able to serve your customers.

It’s huge, and I often use the trust equation in my workshops for leaders, and I do a little trust game afterwards, and it’s interesting how competitive people get and how self-orientation comes to the surface. Even though they’re in tech, they intellectualize, yeah, it’s not about us, it’s all about serving the team until there’s a competition. I’ve got to win.

I’ve got to win. So you then made the leap after a few years into a district manager role and a sales leadership role. Love your experience on reflection, moving from being an individual contributor to a sales leader, and how easy or difficult was that for you?

The truth of the matter was I was not a great district manager by any stretch of the imagination. And it was interesting going from, because in the military, there’s an assumption. So there clearly is structural structure.

I remember my commander used to say, you have hours like a banker. I mean, as an officer, you do run your mission. There’s expectation of you saw problems, you don’t bring problems to me.

And so there’s far more autonomy as an officer than people realize. And I probably talked about this whole emotional immaturity. Younger, the stuff you just do, stupid stuff, I think back on.

You lose your temper, you yell at people and things like that. And you can kind of get away with that in military, even though on reflection, the better leaders were those that were calm, cool, and collected. The people that were respected the most were the leaders that didn’t need to raise their voice, that listen to problems, that help people do things.

And over time, as you get older, at least for me, I can’t speak for everybody, as I matured, I began to realize there are some things that I needed to do more effectively. But as a district manager, you know, the first couple of years were tough. And looking back at it, I would say that I should have waited longer.

I had been a sales representative at that point with two different companies. The first company I ended up leaving because of downsizing and those types of things. And when I went over to the next company, I won two district rep of the year.

I finished three out of 640 sales representatives. So I had street cred from the standpoint of being able to sell effectively. And we had a good development program as far as preparing people to be managers.

But you can train people all day long, but until you do the job, you know, I joke with people that don’t want to be a manager. And I say, you’ll learn. It’s one of the most developmental jobs that you get.

All of the lessons and things that you need to learn, you’ll learn as a district manager. If you have a gap, that’s going to be the thing that you have an opportunity to work on as a manager. So that was my experience.

And on the back end of it, I did better. So there were some reps I managed well. I had great relationships with.

And then there are reps that I struggled with. I would say they were middle performers. Middle performers in that they weren’t looking to get promoted.

They would tell you they wanted to get promoted, but they weren’t looking to get promoted because when I look back, when I look at them now, some of them are still in the industry, still in sales. And interesting enough, a lot of them put up great numbers. They would be way over goal.

It wasn’t a matter of that. It’s just they’re not raising their hand to volunteer. They’re not trying to do anything extra.

And they would be a pain in your backside. You might call them on a Friday afternoon and it’s like they’re there in office doing expense reports because they’re trying to get down to the shore. And I was one of those people.

My expectation is you should be out working. And I had to learn, look, if you’re putting up the numbers, you get a little bit more autonomy versus if you’re not. And it was all of those things learning how to work through.

And interesting enough, it wasn’t until I left and I went to another organization that had a very, very strong leadership development program. And it wasn’t that the company that I was at before didn’t. It was just the way that the guy that ran the program, he was a guru.

There was no debate whether you’re first or second line leader. You were coming to his training. And then there were two levels.

So as a second line leader, there would be coaching or they would listen to sessions where you coached your first line leader and there would be feedback on the coaching. And then there would be feedback for the first line leader who was coaching their representative. So up the chain, there was an opportunity to see.

And because I was in training and then as a part of the cadre and going through all the different rotations and training the classes, you begin to learn how to be more effective as a leader. And then running training teams internally, I became a much better leader. So I think it’s a combination of time.

There’s always a time element. There’s a maturity element. There are parts of us that maybe from a business perspective, you may be very strong, but you may not have the emotional maturity.

For some people, they’re emotionally mature very early. Maybe the business acumen is not that good. So we all have stuff to work on.

But I would say that that was my journey. And I was fortunate because I was in organizations where training, there was a lot of leadership training. And unfortunately, I would say that in the pharma industry, that’s not as consistent now as it has been in the past.

And part of it is because there are more downsizing, there are more cutbacks, there are more companies that are being bought. So all of those things, it becomes difficult to justify how do we sustain a leadership development program if the people that go through the program aren’t going to get promoted.

Yeah, true, true. So would you say that that’s one of the key challenges facing a lot of organizations now, particularly in the life sciences and pharma industry?

I definitely would say that that’s a challenge. How do you get the next group of people ready to get promoted? And I think it goes, I think this is probably every industry.

I don’t think it’s unique to pharma. You know, pharma, we joke and we say we’ve, the industry’s gotten old. It hasn’t, it hasn’t.

There’s a life cycle. You know, you know, when I started, I was in my late 20s. A lot of us were the same age.

A lot of people I know now are retiring. Some of them are CEO. Some of them have done extremely well in the career.

And, you know, it used to be you had to hire people that didn’t have a lot of sales experience. And now, because you have a lot more specialty drugs, more specialty products, there’s a tendency to hire representatives that have experience. So it’s harder for people to break in.

And the other part of that is that when you’re trying to figure out, how do I create a developmental pipeline? What’s that going to look like? I will often hear, well, we’re not expanding.

We’re not going to have new promotions. And so how do I train people? How do I get them ready to step into these roles?

So it’s not unheard of where you talk to leadership and people feel like people aren’t ready. And I even talk to second line leaders that have had training. And they’ll say, I don’t know that I’m as prepared as I need to be to how to coach my first line leader or how to coach their people, provide feedback.

So I think it’s a challenge in budgets, money, time. I don’t know if you remember back in the day when I was a rep, we used to get mail once a week. And you’d wait for the mail to come in and you’d go through the mail.

Now you get that much mail in 15 minutes on your computer. So the temple is so much faster now and the expectations are so much higher now than they were 20 years ago.

They are, which we kind of, as you were talking about the second level leaders and even the first line leaders there, my experience is a lot of leaders are thrust into a leadership position because they’ve been a great individual contributor. And that seems to be the catalyst or the trigger for them to be given the opportunity. And I know you talk a little bit about heroic leaders to servant leaders and I’m big on servant leadership in terms of what that, particularly in sales, which might sound a little bit counterintuitive.

What do you see in the industry right now in relation to organizations where there’s a lot of changes, there’s a lot of maybe downsizing, changing in terms of company structures, buyouts and stuff like that. Is there still a focus on the importance of leadership and getting the right people for the future of the business? Or is it more a case of we just got to get the number because we’re going to make sure that we are surviving firstly and then potentially thriving so that we can be bought out by a bigger company.

We used to joke, a friend of mine, that we were surprised our companies would run because it was more inertia, and things would get going and they would just run. I think it’s a combination of both. I think everybody acknowledges that there’s a need for leadership.

The question is, how do we get people ready for leadership? And then I think there’s a split because you have companies that have been around for a while, but what happens is that product goes generic, something happens, they get rid of the entire commercial team. And some companies take a different approach.

They move that talent around to other business units. You have to learn the product, but ultimately business is business. You can figure that out.

And then I think that there’s just not enough or there are sections of time. Last year, I went to a conference and I can’t remember the numbers. And it wasn’t just pharma, but a lot of organizations, there was a ratio where they had cut the leadership development trainers to leaders significantly.

And it’ll be interesting because the conference is coming up in a couple of weeks to see where they are. But companies that had established the leadership development programs and they were presenting what they had done with cohorts and everything where most of the team had disappeared. So now you have one or two trainers responsible.

And so that speaks volumes oftentimes about where a company, what a company really thinks about leadership. So even though they say the right thing, they don’t necessarily believe the right thing. Or I’ll have conversations with organizations and everybody’s doing the same thing.

The Grow Model. Okay, so the Grow Model is not that it’s not effective, but everybody’s doing it. Situational leadership, SBI.

I mean, there’s all this stuff. And then you ask the question, okay, so what problem are you trying to solve? So they’ll do a whole overhaul of leadership development, but they don’t answer the question of, well, what’s the problem we’re trying to solve?

What is it the program wasn’t giving us that we’re looking for today? And so there’s all of this stuff. And I at times think and feel like that people feel like the leadership development that they’re getting isn’t helping them with the day to day.

It’s not helping them with some of the challenges, issues, and problems that they’re having with their teams. How do I get even the A performer today can easily be a B performer tomorrow or even a C performer. When we talk about things like AI, different types of the new CRM platforms, different things that expectations that people have, it can change so quickly.

So how do you get people through that? How do you enable them? How do you upskill them?

And so I don’t know that anybody has a good answer. And I don’t know that a lot of organizations spend enough time figuring that out. And then I think, ultimately, how do you measure what you’re doing and that it’s having impact?

How do you really know that a sales leader that went through a curriculum and got developed is doing a good job? What does that look like?

Yeah, it’s difficult because a lot of my clients, they’re always talking about what’s the return on investment. And it’s almost like the answer to that is, well, how long is a piece of string? You can say, well, okay, we take you through a curriculum and we should see an uptake in customer retention, customer engagement, bottom line, top line revenue, profitability, et cetera, et cetera.

But often it’s the observable behaviors that’s the real return on investment. Because if you see a sales leader having a conversation or having a conversation with maybe a sales director, if they can be observed, that’s the real return on investment because you can see the behavioral change. What’s the challenge there is it’s really difficult to put a tangible number against that because it’s hard to look at a scoreboard from that.

Well, what does that actually mean? It’s difficult, right? But it’s and I think a lot of companies now are trying too hard to try to put some numbers against some things that perhaps it’s hard to put numbers against.

And that’s my challenge that I’m sort of grappling with with a lot of companies in Australia right now. So you mentioned something there also around the A’s, the B’s and the C’s performers. As you know, Australia, for most companies in Australia, we’ve just come off the end of the financial year.

So June 30 in Australia, for many companies, is the end of the financial year. So I know up until Monday this week, there were companies all over Australia just pounding the pavements trying to get as many sales in as possible and bringing things in from the first quarter of 2026 to this one. And now we’re in the new financial year and then we’re thinking, oh, now what?

What are we going to do now? I wanted to talk about the three tiers of performers, the low performers, top performers, but also this core middle performers, because I know you do a lot of work in this middle performance part. What’s your thoughts around the way that organizations and sales leaders in particular treat those three categories?

And what are some opportunities that perhaps they might be missing? By ignoring the middle performers?

Yeah, let’s start with what the opportunity is in the middle. When you look at the middle, they represent anywhere from 60 to 70 percent of the sales force.

Yeah.

When you look at the top 10 percent, how much more are you going to get out of them? Probably not much more. The bottom 10, 15 percent, managers trying to get rid of them.

You got a limited amount of time. In most organizations, particularly in pharma, everybody gets generally the same amount of time in the field. Yeah.

If a manager spends 100, 120 days in the field of representatives, and he or she has 10 representatives, that’s about 10 days. And when you think about field input teams, special assignments, you’re going to help with a sales meeting, your top performers are the ones that are usually tapped on the shoulder. And there’s some equity and there’s some learning that goes from being able to prepare for sales meeting.

You’re leading a discussion. You’re leading. You’re having an opportunity to get some exposure to marketing, sales leadership.

You have an opportunity to give your input into what’s going on. So you get development that way. If you’re on the bottom, you’re getting attention just because your sales stink and everybody’s trying to get rid of you as quickly as possible.

If you have an extra day, where’s the manager going to spend it? They might spend it with a top representative. They’re probably not going to spend it with a middle representative.

So the middle representative gets no feedback. No one’s cheering for them, and they’re just there. And so if you haven’t said, an interesting thing is in some cases, these middle performers may be pretty solid sales representatives.

They may be north of 100 percent. When we talk about goal attainment, a lot of it is around behaviors and some of the things, I mean, I think part of it is you got to agree as an organization. When we say B, what does that mean?

And if you’re in that category of Bs, you get treated as such. And there’s three degregations of that. There’s the top middle, the top part of the Bs, and then there’s the middle Bs, and then those Bs that are closer to Cs, and you’re wondering in the back of your mind, should I be starting to think about taking some action on them?

So when you think about it from that perspective, it’s your greatest opportunity. I was in a region where the regional manager ultimately was fired and brought in a new regional director, and we would do this thing. She called it Blue Skies, and the way she said, well, we had 80 territories, and it was the cutoff, it was a number of territories that would take the hit goal.

So in other words, if let’s say if it were 30 territories, that it was 30 territories, and then the rest of the region would make goals. So initially when I was a district manager, I used to think in terms of this was kind of the Pareto principle, the 80-20 rule where my manager would look at, do we have a A, B, or C performer? And if we don’t have the right person, do we need to remove that person?

But the piece that I missed is that the entire management team would go down to a district, and the whole team would spend the entire day with a sales team. So every representative would ride with a sales manager or a regional training manager. And depending on how we were geographically dispersed, we would have a best practices dinner.

So it might be one dinner, it could be two or three dinners, and then we would get all of the different best practices and those type of things. So the piece that I missed was that it really was focused on the middle performer, because when you look at the entire region or if you look at a district, you probably had no more than three top performers. You had a core group of people that were in the middle and they got individual time.

So what happened at the end of the year when we do performance management, we spent not only time with my people, I had spent time with other people’s people and had some very, had an idea of from a rating perspective, is this number this number? We could talk about what do we need to do to move this person forward? So we were in a region that was, I think at the time we were seven out of seven and we ended up moving, we ended up being two out of seven.

Part of that was because of the focus on the middle performer with sales, their performance, I can’t tell you how many five-page business plans we would do on a regular basis and critically looking at each individual person, what their previous three years of performance was, what you needed or what you thought that you needed to do to move that person to the next level. Then my manager would dig into your field coaching reports to see if what you said was what you had written in a field coaching reports to see if there was alignment.

Yeah.

So when we talk about that level of focus, those are the things that more so did more to moving a region to two of seven than spending time with top performers. Everybody got some love. And so I think that that’s the opportunity.

Oftentimes, the difference in coaching is that with an A, you can say, do acts, do more programs, or do this close differently, or say this, and they get it. With B, you have to be more explicit during that conversation and that coaching to say exactly what you mean and describe what that means. I believe it’s, I think it’s McKinsey, there’s a McKinsey article and it talks about coaching, about coaching two best practices within an organization.

So that’s the piece that managers oftentimes will miss. Here are things that other teams or other folks are doing within a team that are moving and then coaching to that, but also coaching specifically to what that person needs. And my philosophy as a manager has always been, my role as a manager is help you be the best version of you possibly.

So you might be very, very different than I am. You might be, you know, let’s say you’re highly analytical. My goal is help you be more analytical.

If the other person on teams are high, my goal is to help you be more effective in that way. Now, are there some other things you still got to be able to do analytics and some other things? Do you have to mitigate some weaknesses?

Sure. But you have to help, you have to help people leverage those enhanced strengths instead of the, instead of trying to make them a mini me. As I always say, if I had a team of me’s, we’d be in big trouble.

Well, that’s another lesson as well, because so many sales leaders build teams very much similar to themselves, and they wonder why they’re not generating extraordinary results. So when you think about 60 to 70% of the sales force being in the mid-tier, my experience is often the sales leader doesn’t necessarily know how to unlock the potential of those. So you mentioned before, you might have some who are highly analytical, you might have some who are high-eyes.

For those in the disk, that’s the influencer on the disk profile. So very high-level, very entrepreneurial thinkers, pioneer type people. How do we unlock the potential of these people?

So if you think about it, it represents a large part of the sales opportunity and the revenue base. Because sometimes sales leaders might look at it and say, well, as you said before, a core performer might be actually on target, but if not above target, and they think, well, I’m not sure there’s much else I can help them with, right? How do we help to unlock this?

Because that is probably the difference could make all the difference in terms of how a whole territory achieves and sets them up for long-term sustainable success.

I think the first thing is it starts with the leader themselves. They have to think about how they’re approaching people. There’s a whole story around Pigmalion.

I don’t know if you heard the story about a teacher. They had all these numbers. They told the teacher that these were the people’s IQs.

At the end of the year, these students had all performed very well and somebody came and said, wow, how did these students have never performed this high? The teacher said, well, gave me all of these students with these high IQs and found out that the IQs were actually their locker numbers.

So, part of it is people respond to how you treat them. So, if you treat them in such a way that that’s really what they do. I was talking to a manager, we were having a conversation and they were trying to get this representative to increase the number of calls that they were making a day.

So, they made a comment and they said, the representative had a really good week last week. I asked the manager, I said, well, did you say anything to the representative about it? And they stopped and they looked at me like I was crazy.

And it’s like, yeah, you want them to do acts, you want them to see more physicians during the week, they had a good week, why don’t you reinforce that with positive reinforcement? A lot of times, some of the obvious things managers just don’t do. The other part of that is the conversation that the manager thinks they’re having, they don’t have.

They have challenges and issues with the representative. And then you ask the question, well, does the rep know? And the manager assumes that they know or during the coaching or if you role play a situation with a manager about one of the direct reports or somebody on their team and everybody’s listening, and then you ask everybody else on the team and you say, well, are you clear about what’s being coached?

And everybody shakes their head up and down and says, well, no. So one of the things is that in any conversation, that any coaching conversation that you’re having, A, you need to anchor that conversation. In other words, here’s what we’re going to talk about.

And then at some point, you’ve got to, you and that representative need to agree that it’s an issue. Because if you can’t agree to that it’s an issue, there’s no way you’re going to be able to solve it. What a lot of managers do is they jump to action and they try to get the representative to do something that they’re not even sure why we’re even having a conversation, let alone to what even the problem is.

At least if you can agree that it’s a problem and it needs to be fixed, and then you can begin to establish how to go about fixing that. And so one of the challenges just gets down to the whole coaching conversation. And I referenced the grow model earlier.

Managers have been trained to ask a lot of questions. Well, questions are important, just like they are in sales, they’re important in coaching. But if you’ve been around, you have a lot of experience, you have a point of view, you have an observation, and you’re working with a lot of representatives in the field, so you see things.

And so you give your point of view, you provide the data, you provide the information that says, here’s why I think that. And then they ask, hey, what do you think? And then you get their point of view, and then you can have a discussion.

At least you’re moving forward. And then understanding that coaching may not happen all in one session. It may take you a couple of sessions to get them to agree that this is a challenge, this is an issue, this is something that we need to solve.

But oftentimes, what happens is because the manager jumps to action. Let’s say, for example, they think the representative needs to close. They haven’t given them any data or any information or anything that leads the representatives to even know or understand.

And they may not even be clear, because it may sound like I need to ask more effective probing questions or whatever that is. And then the next time the next field ride comes along, nothing’s changed, nothing’s happened. There’s been no check-in, there’s been no accountability call.

So that happens on a regular basis. And oh, by the way, when the leaderboard comes, no one’s cheering for me because all my stuff’s in the middle. Yeah, I had more calls than I had last week.

No one reinforces that behavior. All the people that are getting a love are at the top. And then if I’m at the bottom, I’m probably getting a nasty phone call and says, hey, what’s going on?

I looked at your numbers and I really stink. Yeah, and so I’m left to my own devices. So I think of managers would think more positively.

And one other thing, Darren, because I saw this, we were doing this with another group of managers. It was a different, it wasn’t a sales team, but it was a similar type of situation where we were talking about, we had done case studies, and you would have thought we were talking about C performers.

Yeah.

Because the senior manager kind of made a statement of, well, we need to try to get rid of this person. And it was, well, with most of the physicians that they’re working with, they’re doing a good job. There’s a couple that they struggle with, but you’ve deemed that maybe you should get rid of them.

Now, ironically, this person ended up leaving the company. So I think about the time that takes you to train somebody up and all of those things, this is a solid citizen and this is a solid performer. So when I talk about Pigmalion, their managers, they look at their B performers like they’re Cs.

Yeah.

And then they wonder why they are not getting as much out of them because ultimately, it’s, you really don’t care about me. You just are concerned about me hitting that number. If I don’t hit that number, you can get rid of me as soon as I can.

And there’s a lack of trust there. And so those are all the things that go into that impact the middle performer and why middle performers oftentimes don’t thrive within organizations.

And there’s an important point you made just before, Keith, you’re saying that we’ve got to be really clear on the problem. And I just wanted to, I guess, clarify that a little bit because sometimes when people hear that, they think, oh, it presupposed there’s something wrong. Well, the problem is you might have a middle performer that is on or above target.

But we look at them and say probably they have more potential they can be giving, right? How do I extract that extra 5, 10% out of them to take them to potentially an A performer? So it’s not that they’re doing things wrong.

We’re just looking at them and saying they’ve got more than they could be doing, right? So that’s the problem part that we need to be looking at. And the other part with all that is we’ve got to, as leaders, spend more time with the middle performers because if that represents 60 to 70% of our sales team in terms of our performance, if we just make a quick 5 to 10% improvement, then that can have a huge impact on our end of year performance, not to mention the level of engagement that those mid performers have, because all of a sudden, we’re now measuring them on behaviors and checking in on those behaviors, not just looking at their results.

And so if we just look at the results, and it’s easy to do because at the end of the quarter it tells us where we sit on the scoreboard, right? We have to look beyond that and say, well, how can I help this person? Because if I see this person who’s a middle performer, a B performer as an A, and I start to treat them as an A, then funnily enough, at some point in the near, not too distant future, they’ll start to become an A, if they take on board the coaching and all that sort of stuff.

So I just wanted to clarify that because there might be people listening to this, oh, I’ve got to find a problem with people. No, no.

Yeah, some of it’s just being more of a cheerleader for your middle performers, and just acknowledging the work and effort that they’re putting in. It’s knowing that somebody cares. And I think part of it also is Darren is having real conversation.

I remember I had a representative that wasn’t closing. And I remember saying to him, I said, you’ve been doing this job for a long time. I know you know how to close.

Why don’t you close? And so he explains to me that he likes to know. It was a congruency issue because in his mind, he said, I like to know more about things.

I don’t like to be closed when I go somewhere and I’m going to. And so he said that I like to know more about what somebody is trying to sell me than they do. So I can come to another decision on my own.

So at the time, I think they were looking at getting married. And so I had a whole conversation about, I used an example when I bought my wife an anniversary ring. And I said, you know, we went to all of these stores and my wife wanted white gold.

And we looked at all of these rings and so all of the rings were pretty much the same.

Yeah.

And I said that the last salesperson, she says to me, she says, will you be taking that ring today? I stopped in my tracks. And I could not find one reason to say no, because my wife wanted that ring, the price point, it was more than I wanted to spend, but it was a good price point.

And then I, in the conversation we had is I said, what I needed from the salesperson was, I needed for them to sit with me. In other words, we weren’t sitting this way, we were sitting together and they were helping me make a decision that I wanted to make, but I needed somebody to push me over. So the conversation was around when you don’t sit next to the physician or the health care professional and help them make that decision, that they want to make that decision, then in essence, you’re actually failing them.

And so he got that. And so I could have done the standard, hey, I want you to work on your clothing or anything, but there clearly was something that went behind that. And so sometimes when we’re having conversations with people, you got to go beyond just following the model and just checking the box.

You’re not doing this, you’re not doing that, but really trying to understand what is it? Because I know you have the capability to do that. I’ve seen you do it.

You’re just not doing it. Kind of help me out here. Let’s have a conversation.

And it wasn’t something that it wasn’t negative. It was just what it was.

Yeah. And the only way you can do that is to actually spend time with them, to observe them.

You’re right.

This is the other thing. So when we’re talking about the coaching, the development, unlocking and unleashing the potential of our sales teams, the only way you can do that is to actually spend time with them in the field to see what they do, what they don’t do, to provide them feedback, provide them coaching, so they can improve, so they can get better. So they can take their performance from B to an A, A to an A+, C to a B, because the thing I want people to understand is, sales leaders are not there and not seeking to get rid of people.

What they want to do is they try to unleash the entire potential of the entire team, collectively and individually. The only way to do that is to build trusted relationships with the people where they know you’re there to serve them. You’re not there to criticize them.

But the only way to do that is to build that relationship, which is a trusted relationship, which is fine.

Amen.

So, with that, I’m conscious of time because it’s nearly 10 o’clock at night.

So, for people who want to learn more about you, Keith, and the work that you do, and maybe understand some of the programs you offer, where’s the best place for them to do that?

Go to my website, coremanagementtraining.com, and it’s all one word, Core Management Training. It’s two T’s, if you spell it out. Go to my website.

You can connect with me on LinkedIn under Keith Willis, and you’ll see my picture in Core Management Training and connect with me there. Those are the best two places to connect with me.

Brilliant. And if there was one lasting, leaving piece of counselor advice for sales leaders who perhaps, on listening to this, are reflecting on the fact that perhaps they haven’t been spending enough time with their mid-performers. What would be the piece of advice you would give to them?

Yeah, I would say that communication is key. You know, I realize that managers, sales managers, are just stretched. The amount of field time that they’re spending now is less than it’s ever been because of just the expectations, reports, and all the things that they have to do.

Pick up the phone sometimes. Having a five or ten minute conversation. You know, some sales leaders don’t do one-on-ones, at least in pharma, traditionally have, and everything’s revolved around the work session.

But just pick up the phone, talk to people, tell them you care about them. And you know, I know everybody’s not warm and fuzzy and all that other good stuff. But when you pick up the phone, it does show that you care just to check in.

And I know one of the lessons I learned as a manager is that sometimes when you pick up the phone and talk to the person that you least expect wants to talk to you, they have questions and it’s like, wow, I’m glad I spent my office day calling all my representatives just to check in. It’s just valuable. If you just did that, I think that there would be great returns for you and your team as well as your relationships.

Yeah. Love that. Love that.

And the thing is, it’s easy to do, but it’s also easy not to do when the sales leader thinks, I’ve got to get this report for myself. I’ve got to do my strategic forecast for the next quarter. Do your team a favor and plug into them and give the gift of your attention to them.

Keith, hey, thank you so much. It’s been a great conversation. I love the insights, and I think we’re both on the same page as it relates to sales leadership, irrespective of the industry, the core principles apply.

So I want to thank you for jumping on at such a late time in the evening in Philadelphia. So thanks for being a great guest on The Exceptional Sales Leader Podcast.

Thank you so much, Darren. Appreciate you having me on.

Awesome, mate.

Thank you for listening to The Exceptional Sales Leader Podcast. I trust the information in this episode has been helpful in your journey towards becoming exceptional. And remember, please take the time to rate the show, subscribe to the show so other people can find it, but also if I can help you, jump on my calendar, go to leadwithdarrin.com, and let’s have a conversation about how I can help you along your journey to being exceptional.

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