『Success Leaves Clues with Robin Bailey and Al McDonald』のカバーアート

Success Leaves Clues with Robin Bailey and Al McDonald

Success Leaves Clues with Robin Bailey and Al McDonald

著者： A Starting with One Podcast
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"If your actions inspire others to dream more, learn more, do more and become more ... you are a leader." ~ John Quincy Adams. We love sending our listeners on a journey of discovery as they learn about the inspiring lives of industry thought leaders, business owners, & entrepreneurs from all walks of life, who share one thing in common – SUCCESS! And it all starts with one—one idea; one conversation; one dream. Brought to you by Aria Benefits and Life & Legacy Advisory Group©2025 Success Leaves Clues マネジメント・リーダーシップ リーダーシップ 経済学
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  • Success Leaves Clues: Ep 309 - Is AI Helping You Think or Thinking for You? with Karla Congson, CEO of Agentiiv

    Success Leaves Clues: Ep 309 - Is AI Helping You Think or Thinking for You? with Karla Congson, CEO of Agentiiv
    2026/10/15
    How do you use AI for business without handing over your judgment?Start with a business problem, identify the workflow that needs to change, and keep people responsible for defining the problem and checking the results. In Episode 309 of Success Leaves Clues, Robin Bailey and Al McDonald sit down with Karla Congson, Founder and CEO of Agentiiv, to explore practical AI adoption, human-led leadership, and the curiosity required to reinvent your career.After more than 20 years in corporate marketing and senior leadership, Karla became an entrepreneur and later began learning AI and prompt engineering at 50. She shares why she sees reinvention as walking toward an opportunity with the expertise you already have, and why staying curious matters as much as becoming an expert.Karla explains the difference between using AI to expand your capabilities and falling into “cognitive surrender,” gradually allowing technology to take over your judgment. Her approach puts humans in the lead: asking better questions, challenging assumptions, reviewing outputs, and involving other experts when needed.Through client examples, she explores how AI agents can support research, marketing, and communications while helping teams improve quality and reduce external costs. She describes how the Canadian Marketing Association created 70 playbooks in a year through a process combining AI-generated drafts with human expertise and review. The conversation also covers how to measure AI ROI through business outcomes, why adoption should begin with workflows, and where risk and governance belong in the process. Along the way, Karla shares why rest, relationships, and protecting your capacity to think are essential to entrepreneurial success.For entrepreneurs and business leaders exploring AI, this episode offers a practical starting point: solve a meaningful problem, preserve human judgment, and stay willing to learn.You’ll hear about:How Karla moved from corporate marketing into entrepreneurship and AIWhy experienced leaders still need the curiosity of a beginnerWhat cognitive surrender means and how it can show up at workWhy Karla advocates for humans in the lead when using AIHow expert AI agents can support teams and challenge assumptionsHow the Canadian Marketing Association combined AI with human review to create 70 playbooksWhy AI ROI should include quality, business outcomes, and employee capacityHow to identify your first AI use case through business problems and workflowsWhy AI governance and risk management belong in adoption decisionsWhat Karla hopes her entrepreneurial journey teaches her daughtersWe talk about:00:00 Welcome and meet Karla Congson, Founder and CEO of Agentiiv 01:34 Moving from corporate expertise into entrepreneurship and AI 05:06 Making learning feel exciting instead of threatening 07:36 AI superpowers, cognitive surrender, and human judgment 14:32 Using AI to extend expertise and validate your thinking 17:01 Managing the pressure to do more as technology accelerates 19:13 Why rest and relationships support entrepreneurial success 23:09 Measuring AI ROI through meaningful business outcomes 23:33 How the Canadian Marketing Association uses AI and human review 25:56 AI results in an aviation and infrastructure communications team 28:39 How AI personas can challenge assumptions and support critical thinking 30:43 Where business leaders should start with AI adoption 34:09 Managing AI risk and governance 37:35 Building a legacy through curiosity and lifelong learning 41:15 Connect with Karla CongsonConnect with KarlaLinkedIn: https://www.linkedin.com/in/karlacongson/ Website: https://agentiiv.com/blog Connect with UsLinkedIn: Robin Bailey and Al McDonald Website: Aria Benefits and Life & Legacy Advisory Group
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    37 分
  • Success Leaves Clues: Ep 308 - Closing the Women’s Health Gap with Lindsay Jephcott, Co-Founder at Lume Women + Health

    Success Leaves Clues: Ep 308 - Closing the Women’s Health Gap with Lindsay Jephcott, Co-Founder at Lume Women + Health
    2026/10/08

    What happens when an investor sees an overlooked healthcare need and decides to build a business around it?


    In this episode of Success Leaves Clues, Robin Bailey and guest co-host Kim Seipt sit down with Lindsay Jephcott, Co-Founder of Lume Women + Health, to explore the women’s health gap and the entrepreneurial journey behind a company working to address it.


    Lindsay explains how her background as an investment executive helped her recognize an underserved market in women’s midlife health. Together with three physician co-founders, she set out to create a menopause clinic despite warnings that women would not want to talk about aging. As the team listened to patients, that initial concept evolved into a broader executive medical offering focused on women’s preventive care and healthy aging.


    She shares why menopause deserves attention from employers, how greater visibility is helping change the conversation, and why women should feel empowered to seek answers about their health. The discussion explores Lume’s approach to connecting different areas of care rather than treating each concern in isolation.


    Lindsay also opens up about the realities of building a company from scratch: navigating rejection, checking your ego, choosing complementary partners, and learning when to act quickly versus when to pause. With a team of 30 at the time of recording, she reflects on how founders’ responsibilities change as a business grows.


    The conversation closes with her ambitions for physician education, research, advocacy, and a future where the next generation of women can find the care and answers they need.


    You’ll hear about:

    • How Lindsay’s investment background led her into women’s healthcare
    • Why the women’s health gap represents an overlooked business opportunity
    • How menopause became a bigger conversation in workplaces and public life
    • Why Lume evolved from a menopause clinic into broader preventive care
    • How listening to patients helped shape the company’s direction
    • What founders should discuss before entering a business partnership
    • Why resilience, humility, and thoughtful decision-making matter when building a company
    • How Lindsay hopes to create lasting change through education, research, and access


    We talk about:

    00:00 Meet Lindsay Jephcott of Lume Women + Health

    02:18 Recognizing the women’s health gap through an investor’s lens

    08:03 Investment and innovation in women’s healthcare

    08:42 Why the conversation about menopause is changing

    12:22 Women’s midlife health and a more connected approach to care

    18:41 Choosing business partners and sharing leadership

    21:17 Building founder resilience and responding to patient needs

    23:32 Growing a team of 30 and delegating responsibilities

    24:51 Making thoughtful decisions and navigating a career transition

    30:56 Creating a legacy through education, research, and access


    Connect with Lindsay

    • LinkedIn: https://www.linkedin.com/in/lindsay-stollery-jephcott/
    • Website: https://www.lumewomenshealth.com/team/lindsay-stollery-jephcott

    Connect with Us

    • LinkedIn: Robin Bailey and Kim Seipt
    • Website: Aria Benefits and Caledon Hills Private Wealth
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    32 分
  • Success Leaves Clues: Ep 307 - Your Employees Are Quiet. Is Your Culture Really Healthy? with Sarah Pazzano, Director of People at Jarvis Consulting Group

    Success Leaves Clues: Ep 307 - Your Employees Are Quiet. Is Your Culture Really Healthy? with Sarah Pazzano, Director of People at Jarvis Consulting Group
    2026/10/01

    What does a people-first culture look like beyond the words on a company website?


    In this episode of Success Leaves Clues, Robin Bailey sits down with Sarah Pazzano, Director of People at Jarvis Consulting Group, to explore how leaders can build a workplace where employees feel safe, supported, and able to grow.


    Sarah explains that a people-first culture requires investment in employee development, psychological safety, and leadership grounded in transparency and empathy. She shares how employee engagement surveys, participation levels, and voluntary turnover can help reveal whether those values are showing up in everyday work. One warning sign leaders may overlook: employees who stop raising concerns.


    Her perspective comes from a career that began in pharmaceutical packaging operations, moved into the startup world, and led to a deliberate investment in HR education. Sarah also reflects on two years working remotely from Paris and how that experience reshaped her thinking about flexibility, connection, and work-life balance.


    The conversation closes with Jarvis’s mission to equalize opportunity and maximize potential. Sarah explains why hiring primarily from resumes can overlook newcomers, recent graduates, and people returning after a career break, and why curiosity, learning, and thoughtful questions deserve a closer look.


    You’ll hear about:

    • How Sarah found her path from pharmaceutical packaging to people operations
    • Why authentic networking can open the door to a career change
    • How HR education and hands-on experience complement each other
    • What a people-first culture requires in everyday practice
    • Why employee silence and low survey participation deserve attention
    • How HR and managers can build psychological safety in hybrid teams
    • What working remotely from Paris taught Sarah about work-life balance
    • How hiring for potential can uncover talent a resume overlooks


    We talk about:

    00:00 Meet Sarah Pazzano of Jarvis Consulting Group

    01:03 From pharmaceutical packaging to startup people operations

    03:53 Networking advice for a career change

    06:02 Pursuing HR education and finding meaningful work

    10:16 HR designations versus hands-on experience

    13:12 What a people-first culture actually looks like

    16:37 Building psychological safety in hybrid teams

    19:21 Working remotely from Paris and rethinking work-life balance

    24:37 Hiring for potential beyond resumes and credentials

    29:52 Creating pathways for Canada’s overlooked talent


    Connect with Sarah

    • LinkedIn: https://www.linkedin.com/in/sarahpazzano/
    • Company LinkedIn: https://www.linkedin.com/company/jarvisconsulting/
    • Website: https://www.jrvs.ca/

    Connect with Us

    • LinkedIn: Robin Bailey and Al McDonald
    • Website: Aria Benefits and Life & Legacy Advisory Group
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    32 分
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