Embracing Change with Anne Tumlinson- CR100


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Sep 27 2023 62 mins   6

Today marks our 100th episode of the Career Relaunch® podcast!🎉. For the past seven years, we’ve shared the personal stories of people around the world who have reinvented their careers, and today, I’m thrilled to have Anne Tumlinson, CEO of ATI Advisory and founder of Daughterhood, join us again on the show.


Anne was the very first guest I interviewed for this show over seven years ago before it even launched, and today, we’re going to talk about how her career and life have evolved since then. She’ll share her reflections on her journey as a founder turned CEO, the complex dynamics of growing your own organization, and the impact changes in her personal life have had on her outlook on life, career, and her own perspectives.


During a special Mental Fuel® segment, I’ll summarize my top takeaways from the nearly 100 guests I’ve featured on this show, including a montage of key highlights to help you understand the dynamics, challenges, and upside of changing career paths to pursue work you find truly meaningful.


💡Key Career Change Insights



  1. Consistently showing up is half the battle when embarking on any major career endeavor.

  2. Your unique collection of gifts, talents, skills, and interests can fuel you to do work you find truly meaningful. You just have to open yourself up to fully tapping into them.

  3. Even when you’re building momentum and achieving “success,” still questioning whether you’re completely on the right track is normal.


📒Resources Mentioned





🚀Listener Challenge


During this episode’s Mental Fuel® segment, my challenge to you is to decide what choice you feel you could make for your career that you can be proud of. One that you’re confident you can look back on 10 years, 20 years from now, and not regret. What matters most to you right now during this chapter of your life and career? And what step will you take to honor this?





🎧Episode Chapters





👤About Anne Tumlinson, Founder & CEO of ATI Advisory and Daughterhood


Anne Tumlinson (ATI Advisory), Career Relaunch episode 100Anne Tumlinson and I have known each other for over 20 years. As one of the very first managers I had after I dropped out of medical school, she played an instrumental role in helping me navigate my first big career transition in my early 20s. She was also the very first person I ever interviewed for this show seven years ago, and she continues to possess a wealth of personal and professional insights that I and many of our listeners have found so useful.


She currently advises the nation’s top public and private leaders in healthcare as the Founder and Board Chair of Daughterhood, a non-profit national community that connects family caregivers with each other for support and information. She also serves on the non-profit board for Mary’s Center, an FQHC, and the Board of Directors for Bluestone Physician Services and Harmony @ Home. Anne is a member of the National Academy of Social Insurance and was named an Influencer in Aging by Next Avenue.


Anne spent her early career working in government, first in the office of Congressman John Lewis (D-GA) and then at the Office of Management and Budget. She joined the private consulting firm Avalere Health in 2000, growing and leading the firm’s provider practice and developing its first business intelligence product.


💬Did You Enjoy This Episode? Please Let Us Know!



💬Comments, Suggestions, or Questions?


If you have any lingering thoughts, questions, or topics you would like covered in future episodes, record a voicemail for me right here. I LOVE hearing from listeners!

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You can also leave a comment below. Thanks!


🙏🏻Thanks to Vista Social for Supporting the Career Relaunch® podcast


Vista Social logoVista Social is a versatile, time-saving tool to manage all your social media accounts in one place. You can easily create, schedule, optimise, and publish content directly to multiple social media profiles from one simple dashboard. I actually use it myself to manage all my online profiles.


🎵Music Credits


Thanks to Reeve for producing the music for this special 100th episode and to Electrocardiogram for composing the Career Relaunch® podcast theme music.



✍️Interview Transcript


Joseph: Well, hello again, Anne. I am very excited to have you back on the Career Relaunch Podcast. Welcome back to the show.


Anne: [05:00] Thank you. It’s exciting to be back.


Joseph: The last time we spoke was a few weeks ago actually over dinner when I was in D.C., so we did manage to catch up a little bit. Before that, the last time we recorded a conversation between the two of us was way back in 2016. I’m not sure if you remember this, but you were the very first person I interviewed for the show.


Anne: [05:24] I do.


Joseph: Because the podcast hadn’t even launched. It did eventually launch with your episode being one of the first. Exactly seven years ago in September 2016.


Anne: [05:34] It was thrilling because you did such a good job with it, and you made that beautiful illustration.


Joseph: You were featured in the trailer, yes.


Anne: [05:44] That was pretty neat to see that come to life so creatively.


Joseph: Probably, the show may not have happened without you. Just to go back in time. So now, this is now the 100th episode.


Anne: [05:54] Wow.


Joseph: Yeah. I thought it’d be very fitting to have the very first person I interviewed on the show to come back and to share your story again, just to check in on how things are going.


Anne: [06:05] That’s awesome. We’ve really been on this journey together.


Joseph: Definitely. This is going to be a little bit of a different chat from other episodes. Because I guess the idea here is for us to have a bit of a conversation about how things are going for you and for me, and seven years after that chat we had back in 2016. At the time, on your end, you had just launched off on your own. You had just begun developing the concept of Daughterhood. You were a solopreneur. And now, you’re a CEO overseeing a whole team at ATI Advisory.


For me, I was about three years into running my own business. Beginning my shift from one-on-one coaching to more content creation and public speaking. I wasn’t a father then, I am now. Your kids were living at home. They’re in a completely different phase now. So, a lot of change for both of us.


I was hoping that we could organize this chat in the past, present, and future, where you were, what you’ve experienced along the way, and what’s next for you. Maybe you should go first here. Let’s just go back in time. Can you try to mentally transport yourself back to 2016? What do you recall you were focused on at the time? Maybe we should start with the personal. What was your family life like in 2016? What was going on with you personally? And then, we’ll get to the professional in a second.


Anne: [07:23] In 2016, I called myself a single mom. I was co-parenting with my ex-husband, so it wasn’t I was in it all by myself. Certainly, I was the head of the household that I live in and the sole earner with two teenage children, 16 and 13. We were looking at colleges for my oldest child. Now, she has made her way all the way through college. She has graduated, and she is fully employed. My youngest is in college. So, I’m in a really different place in parenting. And, I got married in 2018.


Joseph: Do I have this right? Your separation had not happened that long before we recorded our episode in 2016? Do I have that right?


Anne: [08:15] Yeah. I separated in 2011 and was divorced in 2012. If you’ve never been through anything like that, this may sound weird. If you have, it will ring true. It was a 15-year marriage. It takes a long time to reset from that and get to your new normal. I definitely wasn’t quite in it yet. I was still trying to figure out who I was in the world without a spouse. When you’re married, it’s really hard to imagine just how much your identity starts to absorb being in that partnership. I was like, “Who am I in my personal world, and who am I in my professional world?”


In the middle of all that, I quit my job and started my own enterprise, so to speak, which had two parts to it. One was supporting myself through independent consulting, business-to-business. And then, the other was developing this platform. I didn’t really know what it was going to become, but I knew I wanted to start to form a relationship with family caregivers who were taking care of their parents and have an interchange of ideas across this transom. That’s them in their day-to-day experiences, and me with my expertise, and for people who are listing my expertise as in aging and health policy.


Joseph: How did you get interested in this aging topic? I know we haven’t talked a lot about your own parents that much. I am curious how did this end up being your focus.


Anne: [09:56] It’s so funny you asked that question. Just as a quick aside, my kids are now in their 20s. They and their friends are all in the very beginning stages of, “What do I want to do with my life?” I have a lot of 20-somethings standing in my kitchen. One of them was there last night at 11 o’clock, asking me. He’s pre-med. He’s like, “How did you end up here, in doing what you’re doing?” They’re always interested in that story. He just asked me that last night. I was always drawn to the phase of life that is the last phase of life. I can’t explain why. Even as an undergraduate, I did my work or my psychology undergraduate degree on the last phase of life and aging.


And then, my very first job out of college was on Capitol Hill working as a congressional aid to Congressman John Lewis from Atlanta, Georgia, who was on the Aging Committee and then on a health subcommittee. And so, I was able to jump right into that and I loved it. I love policy because I like the challenge of all of the different systemic parts and how do you think about systems. I also really like, in reason I started Daughterhood was because I felt I was missing that — you can’t really work on a system we don’t understand how it’s affecting people on the ground, on a day-to-day basis. Joseph, you were right there with me in 2014, when I was going through all of this. Just really in the heart of the struggle, so to speak. You held my hand and walked me across the bridge into entrepreneurship.


Joseph: I remember that. That was a surreal moment for me. For people who don’t know this, you were my manager actually. You’re one of my very first managers I think, in full-time employment for me. This is after I dropped out of medical school. I was trying to figure out my life. I was one of those kids “who were kind of in your kitchen,” who was trying to figure out what to do next.


Anne: [12:11] Yeah.


Joseph: And then, we started working together professionally when I was a coach. I had just started off in 2013, so about a year into that. You’re one of my first clients, which was weird.


Anne: [12:24] I know.


Joseph: Kind of flip for me to be in the role of coach for who had been one of my coaches early on. That was really rewarding and really just a special, unique relationship I think that we’ve had.


Anne: [12:41] It is. It was for me as well. The second we started to talk, you’d call me I think just to let me know. I was like, “Oh. Oh, this is what I need. Could you help me?”


Joseph: I remember sitting in your office when I was your direct report in Washington, D.C. I remember you telling me about your kids at the time. This one, I was in my early 20s. And so, another major change I think for you, Anne, was in 2016, both your kids were at home.


Anne: [13:13] Yeah. Now, they’ve grown up.


Joseph: Where are they now, and how has that change been for you?


Anne: [13:19] In 2016, my oldest was just looking at colleges. And now, she’s fully graduated from college and is in her first professional role working at the National Institutes for Mental Health, doing work she really likes. That’s a small miracle really, when you think about how hard it is to find work right out of college. She actually still lives with me because she’s saving money. All good Gen Z’ers have to do I think in this day and age.


And then, my son is a rising junior at Emory University. He lives there or he’s getting ready to go on foreign study. My house feels full right now because it’s the summer and he’s home. And so, even though they’re here though, my relationship with them is completely different because they’re adults. I still see them. We spend time together. But, I only get involved in their lives when they ask me to. That’s drawing all these new boundaries, trying to figure out the relationship, and how to be a parent to an adult, that has been mind-blowing.


Joseph: That must be surreal. I’ve got a 5-year-old daughter, coming up on 6. So, I guess roughly maybe the age of Grace when you and I worked together in D.C. I’ve always been curious what’s it like the day after, in your case, both of your kids are off to college and your house is empty. Do you remember that day?


Anne: [14:52] Yeah. I had a much tougher time when my oldest left. Because that was the moment when I was going from one phase of life to another. When my son left, I felt more prepared for it. Honestly, I enjoyed it. I got remarried in 2018. Just about the time that my son — he lived here for a couple of years after I got remarried, and then he went off to college. So, it was enjoyable for me to be able to be in my home alone with my new husband. There was a lot of relationships still to discover and enjoy, getting to know each other in that environment.


That was a nice distraction from having the bittersweetness of watching your children leave you, which is what they’re supposed to do, but it is still — bittersweet is the only word I can think of to describe it. It’s an incredible privilege to watch them go out. It’s thrilling to watch them go discover themselves, and go through all of the exciting things that they get to go through as young adults out in the world but it is also heartbreaking because your relationship with them is not the same. They don’t need you as much. The intimacy is to a certain extent diminished. That beautiful intimacy that you have with a 5-year-old, where you’re in there still in that magical, that 5-year-old is still in the world of magic.


Joseph: Yes.


Anne: [16:36] I will say this for all of you who have youngsters is that, what helped me a lot was that I had no regrets. I had worked very hard and I devoted myself a lot to my career. I also really had done everything I wanted to do with my children. I read all the books. We went on all the trips. We had all of the movie nights and the popcorn nights. I felt, as sad as I was, there wasn’t anything that I could have done differently to have gotten any less sad.


Joseph: I know.


Anne: [17:17] Life is just full of these, as now that I’m 56, just full of these transitions after transition after transition after transition. Just when you think something is one way, it changes. One other fact that in these last seven years is that also my parents went from being incredibly independent to my father getting very sick and died. And now, my mom is in her 80s and living in an independent living community. My kids are transitioning. My parents are transitioning. My business was transitioning. So, not boring.


Joseph: I know that there’s a lot in there to unpack. I mean, this is a career show, so I would be interested in —


Anne: [17:58] Yes.


Joseph: Before we talk about the evolution of everything that’s happened to you over time, can you remember in 2016 just factoring in everything you just mentioned about the difference that was happening? Your kids are getting older, you have come out of one relationship, you’re just starting your business. What were some of your biggest concerns at the time? If you can remember back to 2016.


Anne: [18:21] I was just concerned about paying the bills. That’s not the only one, but I think one of my primary concerns was money, just money. I was scared. I didn’t have any visibility into whether or not the business would be there. Maybe there’d be three or four months. Anybody who’s done consulting knows how this is, or professional services of any kind. You will have this onslaught of work. If you’re on your own, you have to do it all yourself. And then, all of a sudden, there won’t be any work. Instead of just enjoying the moment of break, you’re worrying.


Joseph: You’re panicked.


Anne: [19:03] About where that business is. You’re either freaking out because you worry about execution risk, or you’re freaking out because you’re worrying about whether or not there’s enough business. By the way, that has not changed.


Joseph: Right. I think that does happen.


Anne: [19:19] I’m still there.


Joseph: I still have that a lot. I’m now a decade into doing this work. I wouldn’t say it keeps me up at night, but I definitely have this productive paranoia. I don’t even know if it’s productive. Sometimes, this is unproductive paranoia about what would happen if all the clients I now work with, what if they all went away, which a version of that happened to me in 2020 with speaking engagements. And so, I think as a business owner, you never take for granted, the business that you do have coming in.


One thing I know that has really changed for you since we spoke was, at the time, you were a solopreneur and you’re, as you described, thinking where the next client’s going to come from. And now, you have a team of over 20, I think. Is it like 20?


Anne: [20:04] Thirty.


Joseph: Thirty now. Okay. You got 30 people you’re managing, whom you’ve hired. How did you make that decision? At what point did you feel like, “I need to bring somebody on”?


Anne: [20:17] I was doing a lot of work that I am actually not that good at or efficient. I felt like wasn’t great service to the client. So, they’re paying me a rate that is encompassing of all of my expertise and my time in the planet, and I’m spending hours dealing with the spreadsheet or a PowerPoint slide deck. I contemplated a couple different models, it’s not uncommon to contract some of those things out through a 1099 relationship, or a contracting relationship. But, to get the constancy and consistency in service and delivery, I wasn’t that I thought, “Oh, this has to grow by some amount.” It was more that I felt if I didn’t do that, I was always going to be in a a scarcity mindset. I don’t want to be in a scarcity mindset. I want to be in a, “We have plenty of resources. We can do this. We’ve got what we need.” And so, there’s also the serendipity of their own.


Then, there’s this person who is looking for a job, and I’ve worked with her before, and I knew what she could do. I was like, “She could really help me.” Another very interesting thing happened. Because obviously, if you’re worrying about money, and then you’re hiring somebody.


Joseph: You’ve got to pay these people.


Anne: [21:40] Now, you got payroll. I had a mentor who was a very wealthy individual, and he’d taken an interest in the work that we were doing in my career, which was nice. He called me and he said, “I will be your safety net for a while. So, if you need some money you can come to me.” What he said was — this is the awesome thing. He goes, “I don’t want you to have any excuse not to do this.”


Joseph: Wow.


Anne: [22:19] By the way, P.S. I could not get a line of credit at the bank. He was going to be my bank. And so, I took it and it worked out great. And then, in 2017, I hired a second person. Then, in 2018 was a slow year. It was a tough year. I thought, “This might not work.” I think we even talked about this in 2016, and that’s normal.


Joseph: I’m still solo. I do contract out with independent freelancers to help me with this show and some other things, but I don’t have any employees. One of the challenging things for me is just my bandwidth, and that is because I’m by myself. I have been resistant to bringing anybody else on board. And so, I’ve just dealt with that scarcity that you have mentioned, and just sometimes turning away stuff.


Anne: [23:08] That’s okay.


Joseph: But, yeah, it’s a trade-off. It’s a trade-off.


Anne: [23:09] Yeah. That’s exactly right. Some businesses are meant to scale the way that I’m scaling, and some businesses are meant to be sort of the individual level. Everybody makes a big deal out of scaling, “Scaling is everything,” it’s not. It’s just not. It comes with an enormous number of headaches. I will say — and this is where I think you and I are quite different. A theme in my whole life has been, a little bit of a leaping without looking.


Joseph: Just go for it, yeah.


Anne: [23:44] Yeah. I get impatient with the analytic piece of things. Whereas, you have so much patience and you’ll look and consider all angles. At a certain point, I’m like, “I don’t have the patience.” I can’t play chess or checkers. I don’t have the patience for that level of anticipating every move. I just go for it. The outcome of that is that sometimes there’s wonderful rewards on their side. But also, that I end up going, “I can’t believe I did that.”


Joseph: It actually worked out.


Anne: [24:20] I had no idea what I was getting myself into, but here I am.


Joseph: Well, let’s talk a little bit about what you have observed, and maybe what has been on your mind lately after thinking about the evolution of your life, and also your business over the past seven years. What do you feel is going really well right now for you? And then, we’ll talk about the challenges in a second. What’s working and what’s going on for you right now?


Anne: [24:46] Taking my life as a totality right now, I feel very solid. My mother, my mother-in-law are going through their last stage of life in their 80s. My children are going through a time of change. I feel I’m well-equipped, mentally and physically, to be solid. Be the solid center of their lives and my life, and it feels great.


From a business perspective, what I have discovered is that I am really enjoying working on building a business. As opposed to working in the business, I very much still enjoy consulting. I enjoy the clients and the work that we’re doing in the subject matter. But also, the learning. Not just learning about business, but learning about I’m always motivated by the challenge of stepping into the role of CEO. I had to actually write down what my job was and post it on my board because I didn’t know. What does a CEO do? I had to think about, “Oh, I’m in charge of setting the strategy in the direction for the company, finding the resources people in talent, and solving the big problems.”


Joseph: That’s a good list.


Anne: [26:13] Those are my big three. Trusting people that you hire and not getting too into the weeds with their work and what they’re doing. And so, it’s been great. I don’t know that I’ve nailed it, but I think that it is exciting to be able to grow. It’s exciting to find out what you’re capable of. I think it’s iterative, you’re not capable until you put yourself in the position, and then you learn how to be capable. And then, you’re like, “Oh god!”


Joseph: Yes. You almost have to do it.


Anne: [26:44] I think a lot of people wait for the capability to come before they attempt it, but that doesn’t work that way.


Joseph: Yeah. It’s very chicken or egg, isn’t it? Because you want to have the skills before you go out there if you don’t embarrass yourself. At the same time, you have to go out there and do it to develop the skill set. I remember, early on, I think I gave a TED Talk. It was in 2014, and that was one of the first talks I gave, which got me thinking about shifting from doing more one-on-one coaching to more public speaking. It wasn’t my best talk, but it got me out there and it got me starting to think about that, to experience what it’s like to do that. It is very hard to decide what’s going to be my first move in this particular space and when will I feel comfortable doing it. You’re right. I think it does need to happen just before you feel completely ready. Otherwise, you’ll never do it.


Anne: [27:39] One hundred percent. There was a moment in my life very, very early on when I learned to overcome that feeling of shame or embarrassment for putting yourself out there. It was a similar formative moment in my life. Actually, to do with my dad and the advice he gave me in a social situation. It was very formative. I realized, “Oh, you can survive it. You can fall on your face in front of a lot of people and be fine.” That lodged itself in my subconscious. And so, I have been more willing than I think most people to have a more public failure, which isn’t to say that I don’t absolutely dread it.


Joseph: Yeah, it’s not fun. That’s not the best time of your life.


Anne: [28:32] You have to learn to tolerate it.


Joseph: Yes. What have you found most challenging over the past few years? What have you struggled with? Whether it’s related to the scaling of your business or just running an independent consultancy, versus being an employee, or anything in your personal life, what’s been the toughest?


Anne: [28:52] The theme that has been very challenging across personal and professional has been relationships. I don’t mean client relationships. When you scale quickly in your life, relationships change. I feel the same person. I’m the same person. But, I am seven years older, and I have grown children, and I have a parent who needs care, and I have a business that’s 30 people and growing quickly, and it has a lot of visibility out in the public space and a non-profit platform that also has visibility.


And so, even within the business, just how people perceive you and what you are doing and what you say to them and you go from having these intimate, maybe this is the theme. Your children are little, and it’s very intimate. You’re in a small organization or you’re an employee with a team. It’s pretty intimate when you grow an organization. When you grow, sometimes, those bonds tend to fray. The role change. The sort of perceived elevation or distance, what it does is then, it has the potential to damage trust. Everybody has their issues, and their insecurities, and their desires, and they’re all colliding against each other in this organization now.


So, the biggest challenge is, “How do I set up the infrastructure?” That human resources infrastructure, and the clarity around roles, and the clarity around expectations, and values, and mission, and that’s all quite challenging. I, in fact, hired somebody with expertise in human resources because I realized I was way out, way out over my skis.


Joseph: Yeah. It’s more complicated than it can seem. Initially, you feel like, “I’ll hire these people and I’ll just work it out.” It can be complicated.


Anne: [31:01] No. You just can’t even imagine all of the different things that come out. I mean, it’s just mind-blowing.


Joseph: I’d also be interested in maybe talking through some of the things that you mentioned to me back in 2016, to revisit these ideas that you had at the time. I went back and, as you know, I was just in Chicago a couple of days ago. On the plane ride over there, I was listening to our old episode. One of the things that you mentioned to me was the idea that your self-worth was driven by your last full-time employer, versus your value coming from your own skills and knowledge and experiences.


I was just curious how you now think about your value. Maybe this ties into what you’re just talking about, about your evolving role in your organization. How do you think about those days when you were full-time employed versus now running your own organization?


Anne: [31:54] It’s still a challenge. Maybe the lesson is that you never stop questioning your value. Once the consultancy started to pick up steam and got off the ground, and there was 10 of us, or 12 of us, maybe I felt pretty secure. I was like, “I was doing a lot of consulting. I was helping people learn. I was teaching. We were coming up to speed.” Maybe there’s a break from having to question it.


But then, a funny thing happened. Just I hired these amazingly talented people who are smarter than me and better at it than I am, and if the business is going to operate well, I got to get out of their way. And so, there was a period of time, and it’s still going on, where I think, “What do I have to offer this organization?”


I think I may have told you when we had dinner, I have a really great friend and coach now, Gretchen Alkema, I was her grand team and she was in a foundation. And then, she left and she started her own enterprise. I brought many of the lessons and I told her about our conversations. And now, she’s out on her own doing strengths-based coaching. She’s like, “Your job now is to tell everybody where you’re going.” I was like, “Oh crap! That I have to know!”


The value question is just ever-present. I think that might just be either my insecurity or maybe that’s just how we all are. We, as people, as humans, we want to be valuable. Sometimes, I jump in, and I’ll edit papers, or I’ll look at deliverables, and offer suggestions. I feel really valuable when I’m doing that.


Joseph: Right.


Anne: [33:50] How are we going to grow the business? I’m like, “I don’t know if I know how to do this.” I’m still questioning.


Joseph: Figuring it out as you go.


Anne: [33:59] Yeah.


Joseph: One of the things that you mentioned to me also in 2016, was that a lot of progress is just about showing off.


Anne: [34:05] Yeah.


Joseph: Do you still believe that?


Anne: [34:07] Yes. You know that feeling of panic? I’m sure you feel this way, too. I assume you do. Which is that the nice thing about getting a few years under your belt is that when you get into a trough from a business perspective, you can look back, you don’t have a history.


Joseph: Yeah.


Anne: [34:22] You can say, “Oh, look. There were five other troughs that always works out.” And that, this showing up thing and wrestling, just like I have a lot more faith now I think about this value question that if I just wrestle with it, the next thing will unfold. Then, shining your flashlight on just the next right step, it’s still scary. I could make a big mistake, make a bad decision, and it will affect a lot of people. I can only just do the best that I can. Showing up is everything. Consistency is everything.


Joseph: I don’t know if you know this, but I featured a little clip from your discussion with me back in 2016. When you said that just because something is hard, it doesn’t mean you’re failing.


Anne: [35:08] Yeah.


Joseph: It’s less about talent and more about commitment and consistency. I think word for word, that is what you said. Because I play it a lot for people. Do you still believe that?


Anne: [35:17] Oh, yeah. I get a lot of nice positive reinforcement now from the outside world. You can almost hear the tape playing in their head like, “I don’t know that I would have ever thought you could do this.” Me either! Me either. The only difference between me and the many, many phenomenal people who aren’t creating and building their own companies is that I just do it. I just do it. There is an element of taking risks. I do think that I have a tolerance for risk. It’s not about being particularly smart, or particularly talented. It’s about being willing to put yourself out there and just keep going.


Joseph: Well, this ties into the last thing I was hoping to talk with you about before we wrap up with what’s next for you. It was this idea that you shared with me about how the universe tends to respond when you open yourself up to change. As you just mentioned, just going for it and doing it. I am just curious to hear what you think of that. Now, when you think about your personal life — I guess I’ll just direct you to one idea here, which is just the fact you’re now remarried, but also anything in your professional life. How do you think about this idea of opening yourself up to change and putting yourself out there for that potential change?


Anne: [36:47] I just believe in this, there’s a momentum in the larger fabric of the universe. There’s momentum. That our jobs are really just to start the momentum, and that you can put things in motion. I should just say, because I do strengths-based work with [unintelligible], and my top five strengths: ideation and activation, are among my top five. So, it’s easy for me to say, having an idea putting it in motion, having an idea, putting emotion. My biggest challenge sometimes is just actually to not put an idea in motion because there’s enough things in motion right now.


Joseph: I’ve got a lot of ideas.


Anne: [37:31] Not going to start playing the flute again, nope. Having those strings has allowed me to observe that when you put something in motion, and you put a little bit of muscle behind it, and you commit to it, physics law here where then it picks up steam. There’s going to be things that are going to come along that are going to facilitate that. It’s really cumulative. I’m seeing things happen now in my world that I would never have ever imagined. Like big companies coming and saying, “We want to acquire you.” It’s amusing actually.


Joseph: I bet, yeah.


Anne: [38:15] They know getting to what’s next, that’s not what I’m interested in. But, it’s a signal that there’s this momentum. Because what I’ve been doing is just, hands down, doing the work. I think you said this to me, and I still have it on my bulletin board. Yes, you did, Joseph. You said this to me.


Joseph: I’m curious what this is.


Anne: [38:34] Doing the ‘20-mile march’ every day.


Joseph: Oh, right. Yes. The Jim Collins concept.


Anne: [38:40] Yeah.


Joseph: From his “Great by Choice” book.


Anne: [38:41] I wrote down in 2016, I still have; anything truly great will take at least five to 10 years to build. At some level, “This might not work” is the heart of all important projects.


Joseph: Things do take time. It’s very easy to just give up when you aren’t getting the traction that you want. One of my issues is just having such high expectations of what I think is going to happen tomorrow, and it doesn’t pan out that way. And then, I get disappointed by it. And then, the problem is that you might give up on it.


Anne: [39:13] Right!


Joseph: Or, you’re 99 percent of the way there, and right when you’re about to turn a corner, you drop it.


Anne: [39:17] I have had some disappointments. Daughterhood, which is the non-profit platform. Joseph, I did not become as famous as Oprah. Remember? Do you remember me saying, “I want to be like Oprah for caregiving?”


Joseph: I remember, yes. I want to talk about Daughterhood! Yeah, I do remember that you had a certain vision for it.


Anne: [39:37] It’s not so much about not doing what you’re doing, but about reframing your expectations.


Joseph: Yes. I know one of the things you mentioned to me also at the time was, and I’ll just ask you the same question again today. If you were to give your advice to your younger self, one of the things you said was about suffering less. I’m wondering what your perspective is on this now. Is there any sort of advice you might share with Anne in 2016 when you were in the earlier days of starting and running your business?


Anne: [40:06] You’ve got everything you need. You’re not missing anything. I think that I’ve lived a lot of my life thinking that I wasn’t smart enough or talented enough. But, my strengths, your unique constellation of gifts is enough. It’s enough to do the things that are meaningful to you, and that’s all that matters. So, it’s not about success, as it’s defined by the world. It’s more about what it is that you want to get up every morning and do. You would absolutely have everything that it takes to do what’s meaningful to you on a day-to-day basis. There’s no question. Everybody does. I think that’s what I would say. Just remind myself that you are enough.


Joseph: Well, I want to wrap up with what you are doing now. I know there are all sorts of things we could talk about. I’m probably most interested in what you just mentioned. At the time you had just launched Daughterhood Circles back in 2016, or you’re thinking about the idea of it, which was to provide women with these resources to care for their aging parents. How did you envision that going, and how has it gone, and what’s next for it? I know there’s a lot of questions wrapped up in that one question.


Anne: [41:25] For people who don’t live in the United States listening to this podcast, we have a very broken system for supporting older adults and their families when their ability to function in their day-to-day life starts to diminish. They need support and services. There’s no front door to a system. There’s no front door to a front door. It’s just you’re really on your own. So, the idea behind that these grassroots circles formed by volunteers in every community was that they would serve as the sort of peer-to-peer coaching, and support, and connection to resources. Like, who better to tell you where you can go for things and people who’ve been through it.


It turns out that trying to scale a grassroots volunteer-led organization that is highly disaggregated or disparate across the country is really, really hard. And, people still don’t know the answers to those questions. We really, really flailed for many years in trying to build this network of circles at the local level. We had a handful of really high-performing ones. We had a bunch that didn’t ever get off the ground. Eventually, we’ve pivoted.


My father’s death in COVID coincided with really pushing me into a new approach, which is a virtual circle platform, and making it more topic-based. And then, we’re now getting ready to launch a whole new way of connecting our community to resources at the local level that will give them the resources they need to get going. We are moving it into a non-profit and getting the 501(c)(3) designation that will enable us to hopefully raise some money and truly scale. There are a couple of relationships that broke up between myself and some of our leaders and volunteers that were really excruciatingly painful for me.


Joseph: I guess whenever you’re going through these moments of change and evolution, it’s hard to keep every relationship intact in a positive way. Just there are so many important parts.


Anne: [43:39] Yeah. You fail people. You can’t meet everybody’s expectations for everything all the time. Sometimes, they’re coming from a place that you couldn’t control it even if you wanted to. Like, you could trust yourself under a pretzel and they would still — doesn’t have anything to do with you.


Joseph: Yes.


Anne: [43:57] But, it’s still painful. I’m really excited that I have an incredible partner now, and all of this somebody who sort of appeared at the right time to help me turn this next phase into a reality, and that’s made all the difference.


Joseph: Last question then for you, Anne, because I do want to end on a positive note here because it sounds like you’ve gone through so much change, and you’ve grown your organization, your life has changed over the past seven years, both personally and professionally.


At the beginning of our chat today, you mentioned that little animated trailer that I put together to launch this podcast a few years ago. In that trailer, we featured something you said at the time about how you wished you had known just how amazing it is to be in the process of doing something new. What has been the most rewarding part of your career change journey?


Anne: [44:48] It’s still the creation of something that is not lived in the world before. I mentioned this at the beginning, working on the business. Probably, a little bit more of a big picture way of saying that is, getting up every morning, getting to think about what’s next. For me, it’s 100 percent about creativity. But, you have to have all of the business fundamentals there, and you have to have all the right people who know how to execute. I mean, there’s a lot of things that go into it.


But, when I’m really in the zone, when I’m really feeling great, it’s when I’m thinking about, “We’re going to be a 50 percent business in a year and a half, and here are the things that we’re going to be doing, and here’s the content we’re going to put out around that, and the reports we’re going to write, and the money we’re going to raise for Daughterhood.” Just being able to not just have the idea and not just activate it, but then move it along and see it appear in the world. It’s my art. I’m not an artist. I’m a terrible artist. A terrible musician. I’m a really bad gardener. All of those things, but this is my art. And so, for me, it’s a creative process and that’s what gets me up in the morning. It makes it all worthwhile.


Joseph: Thank you so much for chatting with me again today and about your journey.


Anne: [46:13] Thank you for having me.


Joseph: Yeah. You’ve gone from independent consultants to now, the CEO of your own advisory firm. Your life has changed so much over the past few years. I appreciate you sharing with me and everybody else what you’ve learned along the way. Thanks for joining me on this very special 100th episode of the show.


Anne: [46:31] Woo-hoo!


Joseph: Also, for your willingness to record that chat with me way back in 2016 that really planted the first seed to get this podcast off the ground.


Anne: [46:39] Joseph, you’ve done amazing work. You’ve helped so many people along the way. So, huge congratulations to you as well.


Joseph: Thank you.


Anne: [46:48] I’m reflecting that actually. There’s a little bit of a container for us to have this conversation that is important. We need to do this. We need to have a way to go, “Okay.” Gosh, I didn’t realize. I got married, my dad died, my kids grew up and left the home, the business grew. All in seven years. I don’t think I fully reflected on all that. So, thank you.


Joseph: Of course, of course.


Anne: [47:14] I really appreciate it.


Joseph: Thank you for sharing it all with me, too. Yeah, it’s just nice that we can stay in touch after all these years. How long is it? It’s 20 years now.


Anne: [47:22] Well, we’ll be in touch for the rest of our lives.


Joseph: I hope so, yeah. I hope so. Well, in the meantime, best of luck with your work at ATI Advisory, the future of Daughterhood, and of course, the rest of your life there in D.C.


Anne: [47:34] Thanks.


Joseph: Hope to talk with you again soon, Anne.


Anne: [47:36] Okay.