ep310 brooke martin The Leader Assistant Podcast

Brooke Martin has been a full-time assistant for 8 years and is passionate about helping executives integrate their assistants into both their professional and personal lives.

In this episode, Brooke talks about the importance of work-life integration (vs work-life balance), managing both business support and personal support in the assistant role, and the importance of over communication.

LEADERSHIP QUOTE

Trust is earned in the smallest of moments. It is earned not through heroic deeds, or even highly visible actions, but through paying attention, listening, and gestures of genuine care and connection.

– Brené Brown

CONNECT WITH BROOKE
Brooke Martin The Leader Assistant Podcast
ABOUT BROOKE

Brooke Martin grew up in Charlotte, NC, and currently resides in Northeast Georgia with her husband, James, and their three children. Her passion for administration and event planning was cultivated during college, where she worked as both a personal assistant and lead the college’s event planning department for two years.

Following college, Brooke gained valuable experience as an office manager, overseeing administrative teams. For the past eight years, she has served as a full-time Executive Assistant to C-suite executives.

Brooke is passionate about not only serving others in her career but also helping executives integrate their assistants into both their professional and personal lives. She firmly believes that an assistant’s primary goal is to support their executive in becoming the hero, not just in the workplace, but also within their family.

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Download the first 3 chapters of The Leader Assistant: Four Pillars of Game-Changing Assistant for FREE here or buy it on Amazon and listen to the audiobook on Audible. Also, check out the companion study guide, The Leader Assistant Workbook, to dig deeper.

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EPISODE TRANSCRIPT

00:00:00.500 –> 00:00:03.220
JEREMY: Person-Meeting Planning can be a lot to manage.

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00:00:10.560 –> 00:00:19.640
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00:00:19.640 –> 00:00:34.480
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00:00:34.480 –> 00:00:41.140
JEREMY: Troop has an exclusive offer for Leader Assistant listeners through Administrative Professionals Day, so don’t miss out.

00:00:41.140 –> 00:00:45.180
JEREMY: Visit leaderassistant.com/troop to learn more.

00:00:46.400 –> 00:00:51.040
BROOKE: Hi, I’m Brooke Martin, and today’s leadership quote comes from Brene Brown.

00:00:51.040 –> 00:00:54.320
BROOKE: Trust is earned in all the smallest of moments.

00:00:54.320 –> 00:01:03.680
BROOKE: It is earned not through heroic deeds or even highly visible actions, but through paying attention, listening, and gestures of genuine care and connection.

00:01:09.871 –> 00:01:17.451
<v SPEAKER_3>The Leader Assistant Podcast exists to encourage and challenge assistants to become confident, game-changing leader assistants.

00:01:26.013 –> 00:01:27.393
JEREMY: Hey, friends, it’s Jeremy again.

00:01:27.393 –> 00:01:28.713
JEREMY: Thanks again for listening.

00:01:28.713 –> 00:01:38.213
JEREMY: Just want to let you know, in case you didn’t, that my best-selling book, The Leader Assistant, has a companion study and discussion guide to go along with it.

00:01:38.213 –> 00:01:41.213
JEREMY: It’s called The Leader Assistant Workbook.

00:01:41.213 –> 00:01:54.253
JEREMY: Now, you can buy the Kindle ebook version of The Leader Assistant Workbook on Amazon, or you can go to leaderassistantbook.com and get a printable PDF version of the workbook.

00:01:54.813 –> 00:02:10.853
JEREMY: This version has all the space and margin in between the questions that you can write your own answers and take notes with, so it’s a great way to print it out and keep track of your discussion and study guide notes.

00:02:10.853 –> 00:02:18.093
JEREMY: Again, go to leaderassistantbook.com and click on Workbook to check out The Leader Assistant Workbook.

00:02:18.093 –> 00:02:20.433
JEREMY: Hey friends, welcome to The Leader Assistant Podcast.

00:02:20.513 –> 00:02:24.953
JEREMY: It’s your host, Jeremy Burrows, and this is Episode 310.

00:02:24.953 –> 00:02:33.773
JEREMY: You can check out the show notes for this conversation at leaderassistant.com/310, leaderassistant.com/310.

00:02:37.653 –> 00:02:41.773
JEREMY: Today, I am excited to be speaking with Brooke Martin.

00:02:41.773 –> 00:02:46.313
JEREMY: Brooke is the Executive Assistant to the co-founder at Triad Partners.

00:02:46.313 –> 00:02:47.253
JEREMY: Brooke, welcome to the show.

00:02:48.533 –> 00:02:49.113
BROOKE: Thanks, Jeremy.

00:02:49.113 –> 00:02:51.513
BROOKE: I’m excited to be here today.

00:02:51.513 –> 00:02:52.213
JEREMY: Awesome.

00:02:52.213 –> 00:02:54.393
JEREMY: Tell us a little bit about yourself personally.

00:02:54.393 –> 00:02:56.033
JEREMY: Where do you live?

00:02:56.033 –> 00:02:58.053
JEREMY: What do you like to do when you’re not working?

00:02:59.153 –> 00:02:59.893
BROOKE: Yeah.

00:02:59.893 –> 00:03:06.893
BROOKE: I am a mom of three kids, so that definitely keeps me busy outside of being a full-time EA.

00:03:06.893 –> 00:03:15.093
BROOKE: My husband and I are currently in Georgia, and we love to get outside with the kids, do activities.

00:03:16.033 –> 00:03:20.933
BROOKE: My kids are big into sports and football, so we’re a big football family.

00:03:20.933 –> 00:03:24.513
BROOKE: That’s a little rundown of my family.

00:03:24.513 –> 00:03:26.193
JEREMY: Awesome.

00:03:26.193 –> 00:03:27.873
JEREMY: Are you from that area?

00:03:28.913 –> 00:03:36.053
BROOKE: I grew up in North Carolina, but we are currently in Northeast Georgia full-time.

00:03:36.273 –> 00:03:40.273
BROOKE: I grew up in Charlotte, North Carolina, so Carolina girl.

00:03:40.333 –> 00:03:41.893
JEREMY: Nice, nice.

00:03:41.893 –> 00:03:46.973
JEREMY: And how long now have you been an assistant?

00:03:48.373 –> 00:03:48.593
BROOKE: Yeah.

00:03:48.593 –> 00:03:56.973
BROOKE: So I started actually, I’ve been a full-time EA for over eight years, but started way back in college.

00:03:56.973 –> 00:04:01.593
BROOKE: That’s kind of where my passion for admin, event planning, all that kind of stuff came about.

00:04:02.073 –> 00:04:13.673
BROOKE: I was kind of thrown into being an assistant for Mike, one of the faculty at the college that I worked for and kind of, she had twins at the time, so she kind of stepped back.

00:04:13.673 –> 00:04:20.433
BROOKE: So I kind of got to just kind of dive in headfirst to admin, event planning, all those kind of things and just really loved it.

00:04:20.433 –> 00:04:22.953
BROOKE: I had a huge passion for it.

00:04:22.993 –> 00:04:31.393
BROOKE: And then following college, really continued to do different courses for event planning and all that kind of stuff.

00:04:31.393 –> 00:04:46.753
BROOKE: And then I started working for a non-profit as an admin assistant and event planner, and then kind of transitioned into full-time EA slash office manager for a pretty large multi-site church in North Carolina.

00:04:46.753 –> 00:04:55.313
BROOKE: And so really did all the admin stuff, wore a lot of hats, oversaw an admin department kind of all that stuff for many years.

00:04:55.313 –> 00:04:57.833
BROOKE: And then that was kind of during the height of COVID.

00:04:57.833 –> 00:05:03.993
BROOKE: And so there was, as a mom, it was hard to kind of be in the office, wear all those hats when everything was going on.

00:05:03.993 –> 00:05:18.813
BROOKE: So actually, after many years of doing that, tried to look for something a little bit more flexible, got hooked up with Belay, which I think you’re familiar with with Belay, but did contracting for them for about a year.

00:05:19.113 –> 00:05:25.993
BROOKE: And then, thankfully, really got blessed with my first engagement with Belay was with Triad.

00:05:25.993 –> 00:05:29.973
BROOKE: And so did that for a year and everything worked out really well.

00:05:29.973 –> 00:05:35.153
BROOKE: And so they hired me full time as a full time employee from Belay.

00:05:35.153 –> 00:05:40.393
BROOKE: And then been going on almost four years, next to the beginning of next year will be four years with Triad.

00:05:40.393 –> 00:05:43.793
BROOKE: So yeah, that’s kind of a brief rundown of my history.

00:05:43.893 –> 00:05:46.313
JEREMY: But that’s great.

00:05:46.313 –> 00:05:49.713
JEREMY: So what what does Triad do?

00:05:49.713 –> 00:05:55.193
BROOKE: Yeah, so we’re a field, so an FMO, but also a business development coach company.

00:05:55.193 –> 00:06:03.073
BROOKE: And so the marketing organization, but also do a lot of business development coach coaching to our clients as well.

00:06:03.073 –> 00:06:07.033
BROOKE: And so, yeah, it’s it’s based out of Lawrence, Kansas.

00:06:07.033 –> 00:06:11.833
BROOKE: And, you know, our whole mission is to do business and do life.

00:06:11.933 –> 00:06:21.333
BROOKE: And so that means is really helping our clients cultivate and create a business that enhances their life and doesn’t consume it.

00:06:21.333 –> 00:06:36.013
BROOKE: And so we’re really big on not just work life balance, but work life integration and how you really that’s how you can really integrate both of those together, because, you know, a lot of times you can have all the success success in the world.

00:06:36.013 –> 00:06:40.513
BROOKE: But if you’re if it comes at the cost of your family, you know, is that really success?

00:06:40.713 –> 00:06:59.453
BROOKE: And so just working with Tri, I just really began to, you know, really have a passion for as an EA, how can I help executives, you know, really integrate their family into their work and be the hero, you know, to both their business and their life, you know, into their family.

00:06:59.453 –> 00:07:13.693
BROOKE: And so just really through Tri, I really became passionate about that and just started trying to look for opportunities in ways that I can, you know, help EAs really integrate that into there and really add value in that area.

00:07:13.693 –> 00:07:13.993
JEREMY: Nice.

00:07:13.993 –> 00:07:19.173
JEREMY: So, you know, I’ve talked about in the past work.

00:07:19.173 –> 00:07:23.053
JEREMY: There’s no like work-life balance, there’s just balance.

00:07:23.053 –> 00:07:34.193
JEREMY: And I have always supported the, well, most majority of my career, I’ve supported the CEO, founder, and I’ve supported them professionally and personally.

00:07:34.193 –> 00:07:41.733
JEREMY: And I know there’s a lot of people, a lot of assistants that resist the personal side, the personal assistant support.

00:07:41.733 –> 00:07:53.733
JEREMY: And there are some corporate settings and some, you know, executive slash assistant relationships and partnerships that it’s not appropriate, it’s not part of your job.

00:07:53.733 –> 00:07:57.353
JEREMY: It’s totally, just totally separate.

00:07:57.353 –> 00:08:08.753
JEREMY: But at the C-suite level, I’ve found that it’s more common and it’s more often than not, you do have to do some sort of personal assisting.

00:08:08.753 –> 00:08:13.513
JEREMY: So, how have you navigated that?

00:08:13.513 –> 00:08:17.513
JEREMY: Do you support your executive personally and professionally?

00:08:17.513 –> 00:08:26.573
JEREMY: And what do you recommend to assistants who maybe are a little resistant to that or have to try to balance both sides in both worlds?

00:08:26.633 –> 00:08:35.513
BROOKE: Yeah, so I definitely support both my executive, both in business and in life.

00:08:35.513 –> 00:08:45.233
BROOKE: And the family that I work for, they definitely view me as both him and his wife’s EA.

00:08:45.233 –> 00:08:47.873
BROOKE: And so that’s kind of the partnership that we started.

00:08:47.873 –> 00:09:00.013
BROOKE: But I think one of the biggest things is, I know a lot of times when you’re first starting out with an executive, you may meet with them on, hey, what are your business strategies?

00:09:00.013 –> 00:09:00.893
BROOKE: What are your goals?

00:09:00.893 –> 00:09:07.733
BROOKE: What are your, really setting up that strategic partnership kind of on the business side.

00:09:07.733 –> 00:09:16.553
BROOKE: But I think sometimes there’s that missing piece of sitting down and saying, hey, what are your goals personally?

00:09:17.033 –> 00:09:19.653
BROOKE: What are your priorities of your family?

00:09:19.653 –> 00:09:29.913
BROOKE: And I started to find that when I did that with my executive, you know, things would come up where it’s like, hey, it’s really important to me that I have a weekly date night with my wife.

00:09:29.913 –> 00:09:33.393
BROOKE: It’s really important to me that I have quarterly date days with my kids.

00:09:33.393 –> 00:09:36.133
BROOKE: You know, it’s really important to me that I’m at all my kids’ games.

00:09:36.133 –> 00:09:47.373
BROOKE: And I think if you don’t know those priorities, it can be really hard when you’re getting so many different, you know, as EAs, we’re getting so many different, bombarded by so many different requests for time.

00:09:47.373 –> 00:09:50.853
BROOKE: And you’re, you know, you’re trying to navigate all the different requests.

00:09:50.973 –> 00:10:06.253
BROOKE: But when you know those priorities ahead of time, you know, I think it makes it so much easier because I’m able to guard the time to make sure, you know, that I’m working around the priorities that are important to my executive, you know, on the family side.

00:10:06.253 –> 00:10:16.353
BROOKE: And that way, that also helps because, you know, he’s able to go home and his wife is happy because he’s, you know, he’s prioritizing, you know, the things that are important to her as well.

00:10:16.353 –> 00:10:29.113
BROOKE: So, yeah, there’s definitely, you know, a lot of different best practices that I would recommend as far as kind of starting that relationship and building that foundation with, you know, the spouse or significant other.

00:10:29.113 –> 00:10:35.233
BROOKE: But, you know, I think it’s important just to lay that foundation and say, hey, are you comfortable with this?

00:10:35.233 –> 00:10:36.193
BROOKE: What are your priorities?

00:10:36.193 –> 00:10:41.793
BROOKE: How can I help you, you know, really set you up for success at home as well?

00:10:41.793 –> 00:10:42.793
JEREMY: Yeah, I love that.

00:10:42.793 –> 00:10:53.253
JEREMY: It’s always been such a crucial partnership and relationship with, you know, the partner, the spouse of my executive.

00:10:54.413 –> 00:10:58.133
JEREMY: And again, it’s that it’s like, listen, you don’t have two lives.

00:10:58.133 –> 00:11:05.633
JEREMY: Like I even I even have a practical tactic, if you will, where I only have one calendar for my executive.

00:11:05.633 –> 00:11:11.053
JEREMY: Like I don’t have a kid’s calendar, a personal calendar, a family calendar, a work calendar or whatever.

00:11:11.053 –> 00:11:12.193
JEREMY: Like it’s one calendar.

00:11:12.193 –> 00:11:13.413
JEREMY: You have one life.

00:11:13.413 –> 00:11:14.213
JEREMY: You have one calendar.

00:11:15.033 –> 00:11:21.073
JEREMY: And sure, you might have color-coordinated events and you might have different ways you title things and whatever.

00:11:22.113 –> 00:11:39.233
JEREMY: But, you know, I think that has helped us really just say, like, listen, this is not this is not something where you have so much time that you can overlay five calendars on top of it and expect the person to not burn out.

00:11:39.233 –> 00:11:53.993
JEREMY: So talking with the significant other, figuring out what the family rhythms are, making sure you stay in sync with vacation schedules and kids’ schedules, like you mentioned.

00:11:56.753 –> 00:11:58.573
JEREMY: How about, like, systems?

00:11:58.573 –> 00:12:09.173
JEREMY: Like, do you have certain systems you use or workflows that you use to kind of keep in sync with the family commitments and on the personal side?

00:12:11.433 –> 00:12:12.753
BROOKE: That’s a great question.

00:12:12.753 –> 00:12:23.153
BROOKE: So I think definitely once you have that initial meeting with your executive and kind of get those priorities laid out from them.

00:12:23.153 –> 00:12:26.273
BROOKE: The next thing I did was meet with the spouse.

00:12:26.273 –> 00:12:31.233
BROOKE: I met with his wife and kind of ask her, hey, how do you like to be communicated to?

00:12:31.233 –> 00:12:31.993
BROOKE: Do you like text?

00:12:31.993 –> 00:12:34.053
BROOKE: Do you like email?

00:12:34.173 –> 00:12:35.733
BROOKE: Kind of got her priorities as well.

00:12:35.953 –> 00:12:45.393
BROOKE: So then I would be able to be in a proactive planning stage where I can proactively know what’s her priorities as well.

00:12:45.393 –> 00:12:49.173
BROOKE: We do the same thing as far as we have one calendar.

00:12:49.173 –> 00:12:56.833
BROOKE: She sends all the kids things to his calendar, so that way I can see everything and again, proactively know what night’s not to do things.

00:12:56.833 –> 00:13:10.353
BROOKE: But as far as systems we use, as far as traveling, we use Notion for all of our event briefs and travel for family and for business.

00:13:10.353 –> 00:13:21.433
BROOKE: I apply her to all of those, and so that way she can know even if it’s a business travel, she knows where he is, what’s going on.

00:13:21.433 –> 00:13:25.673
BROOKE: If there’s something comes up with the family, she’s able to look through that, hey, is he in a meeting right now?

00:13:25.793 –> 00:13:26.913
BROOKE: Is he on a flight?

00:13:26.913 –> 00:13:27.633
BROOKE: Those kind of things.

00:13:28.633 –> 00:13:37.333
BROOKE: I think it’s really important to make sure you’re just over-communicating as much as possible with a spouse if they’re comfortable with that.

00:13:38.753 –> 00:13:52.453
BROOKE: The other thing, we do simple things like we have a group text with the three of us, so if something comes up, if there is something that’s overlapping with the kids saying or something on the family front, we’ll just shoot them a text and say, hey, what do you guys want to do about this?

00:13:52.573 –> 00:13:54.473
BROOKE: This is a conflict.

00:13:54.593 –> 00:14:06.633
BROOKE: Just keeping everybody in the loop, I think, is important if you’re really wanting to set the spouse and really build that relationship with the spouse also.

00:14:06.633 –> 00:14:07.953
JEREMY: Yeah.

00:14:07.953 –> 00:14:26.833
JEREMY: Has there ever been times when there’s a little bit of a conflict on both sides, and where your executives wants to do this, their partner wants to do this, or you need information from one side to complete something and it’s just not, you’re not, you’re kind of feel like you’re nagging them.

00:14:26.833 –> 00:14:33.533
JEREMY: Like what, is there, has there been any conflicts that you’ve had to work through that you can talk us through?

00:14:33.533 –> 00:14:33.813
BROOKE: Yeah.

00:14:33.813 –> 00:14:44.013
BROOKE: So I don’t know if there’s necessarily conflicts, but you know, there’s always with busy, busy executives, there’s always going to be last minute things that come up that you kind of have to work around.

00:14:44.013 –> 00:14:54.653
BROOKE: But how I do it, I just make sure to over-communicate, bring it to both of them, and then let them kind of decide what they want to do about it.

00:14:54.653 –> 00:15:06.553
BROOKE: And nine times out of ten, my executive is really good about trying to prioritize a family as much as possible, but I just kind of let them decide.

00:15:06.553 –> 00:15:25.393
BROOKE: But yeah, as far as conflicts, I would say, you know, just again, just really making sure that you’re over communicating everything and yeah, so there’s the more you communicate, the less there are less, you know, conflicts there will be arise.

00:15:25.393 –> 00:15:27.873
JEREMY: Yeah.

00:15:27.873 –> 00:15:33.353
JEREMY: And then over, so over communicating.

00:15:33.353 –> 00:15:42.673
JEREMY: And then what about the talk a little bit more about the work-life integration versus work-life balance.

00:15:42.673 –> 00:15:50.633
JEREMY: So you mentioned that’s something that Triad helps people with, but what is your role in helping that?

00:15:50.633 –> 00:16:01.453
JEREMY: And what are assistants supposed to do to help executives really figure out that work-life integration versus that work-life balance?

00:16:01.453 –> 00:16:03.733
JEREMY: And what’s the difference?

00:16:03.733 –> 00:16:13.913
BROOKE: Yeah, so I think, you know, definitely when you hear balance, it feels more separate, you know, because you’re like, OK, this is my personal life, this is my work life.

00:16:14.033 –> 00:16:18.873
BROOKE: But, you know, obviously, integration means you’re trying your best to overlap both of them.

00:16:18.873 –> 00:16:45.013
BROOKE: And so I think, you know, if you if you have an NEA and, you know, maybe you’re an executive and you have an EA, but you’re not utilizing them, you know, on that, on the personal side, I think there is, you know, there can be gaps, you know, and there is room for you on your personal life, you know, to really, it can cause frustration and different things on your home life.

00:16:45.013 –> 00:17:06.633
BROOKE: And so again, going back to what is true success, you know, if you’re, you can have, you know, the best business in the world, you know, the fastest growing, or if you come home and you’ve missed your kids’ games and you’ve, you know, you haven’t shown up for the things that are really important, you know, what was that, was all that worth it, you know?

00:17:06.633 –> 00:17:40.833
BROOKE: And so a reason, just a personal story that I wanted to share on why, you know, I think it’s really important, you know, to really integrate your EA in your personal life also is because I think, you know, one of the most meaningful compliments that I’ve received as an EA, and this is something, you know, I’ve had nice things said about me, but recently, over the summer, my husband and I had flown to Lawrence, and we had, you know, had dinner with the family that I worked for.

00:17:40.833 –> 00:17:53.393
BROOKE: And after that, the family got in the car, and their youngest daughter, who’s nine, she said something to the effect to her parents, like, if we didn’t have Brooke, we would be lost and all over the place.

00:17:53.393 –> 00:18:12.053
BROOKE: And I think what was so meaningful to, you know, for me about that is because in her, you know, nine-year-old mind, she was understanding that, you know, Brooke helps our family stay connected and show up where we’re supposed to be, and, you know, support each other and be at each other’s stuff.

00:18:12.053 –> 00:18:22.853
BROOKE: And so I think it’s so important because, you know, what we do as EAs and assistants, you know, can really make a difference for the entire family.

00:18:22.853 –> 00:18:34.413
BROOKE: If, if, if that’s something that they want, you know, it can really make a difference for the kids because, you know, they’re able to really understand that, like, hey, my parents are showing up for me and they’re prioritizing me.

00:18:34.413 –> 00:18:43.153
BROOKE: And so I think that was so meaningful because a lot of times we’re doing all these things behind the scenes and, you know, I’m guarding time and moving things and protecting.

00:18:43.153 –> 00:18:48.493
BROOKE: But all of that is worth it if it’s making a difference for the whole family and for the kids.

00:18:48.493 –> 00:18:56.333
BROOKE: And so that’s another reason I’m really passionate about it, because I think it can really make a difference for the whole family.

00:18:56.333 –> 00:18:57.113
JEREMY: Yeah, that’s awesome.

00:18:57.293 –> 00:19:03.393
JEREMY: And I think that it brings some steadiness to the chaos for sure.

00:19:03.393 –> 00:19:13.253
JEREMY: And I think I want to say one note to those assistants listening who maybe they’re in a large corporate setting and they don’t have any interaction with their executives personal life or very minimal.

00:19:14.333 –> 00:19:32.313
JEREMY: I think even if you don’t have that type of CEO, co-founder assistant that does personal stuff as well, just being aware of family priorities, personal calendar, just being aware of those things.

00:19:32.313 –> 00:19:45.993
JEREMY: Even if you don’t have meetings with their partner or you don’t ever meet their kids, just being aware of that and making sure that you are checking in with your executive and asking them, hey, is there any family stuff coming up?

00:19:45.993 –> 00:19:48.673
JEREMY: Is there any conflicts?

00:19:49.113 –> 00:19:52.953
JEREMY: How is the schedule that I’m putting in front of you every day?

00:19:54.133 –> 00:20:01.713
JEREMY: Manageable and allowing for you to make those doctor’s appointments or make those kids games or whatever.

00:20:01.713 –> 00:20:18.753
JEREMY: And so there’s no harm even if you don’t have that relationship directly, there’s no harm in my opinion in asking those executives and staying in tune with their personal schedule as well and making sure that you’re at least aware of it and proactive in that sense.

00:20:19.633 –> 00:20:35.693
BROOKE: Yeah, and it could be something simple as it’s just a yearly strategic meeting where maybe the spouse is there, maybe they’re not, but you just look at the calendar for the year, you set those what we call big rocks, which are like the big things that you want to put on the calendar.

00:20:35.693 –> 00:20:41.653
BROOKE: Maybe that’s family vacations, maybe that’s priorities with the kids, different things like that.

00:20:41.653 –> 00:20:48.213
BROOKE: Even if it’s a yearly strategic meeting where you just get the priorities out so that you know what to work around as far as the business.

00:20:48.633 –> 00:20:57.393
BROOKE: I think is something that could be really beneficial, even if you’re not like you’re saying, not communicating this about daily or weekly or anything like that.

00:20:57.393 –> 00:21:07.933
BROOKE: But even just like a yearly quarterly huddle, just get those big rocks, family things on the calendar, I think could be really valuable to any executives.

00:21:10.653 –> 00:21:25.873
JEREMY: Yeah, and I love the, my executive has always really kind of communicated to me like, hey, you know what, my three goals are to stay healthy, stay married, and stay in business.

00:21:25.873 –> 00:21:30.473
JEREMY: And he’s like, your job is to help me stay healthy, stay married, and stay in business.

00:21:30.473 –> 00:21:54.533
JEREMY: And so that obviously not if you’re at a company, you know, a huge global company supporting a VP at, you know, seven levels down from the CEO, you may not be as directly integrated with their stay healthy, stay married portion of their personal goals.

00:21:54.533 –> 00:22:07.353
JEREMY: But that said, that doesn’t mean that they’re a robot, that you can just run into the ground and overbook and double book and not give them time for lunches and time for working out and all those things.

00:22:07.353 –> 00:22:18.353
JEREMY: So just being aware of that is helpful as you try to really level up and take it to the next level.

00:22:18.353 –> 00:22:44.373
JEREMY: Because I think the part of it too is, you know, with all the AI tools and all of the automation that’s already in our workflows, honestly taking a lot of the tasks away or handling many of the tasks that assistants have traditionally done, I think that it’s, you can also add value from a strategic standpoint, obviously on the business side, but also on the personal side.

00:22:44.433 –> 00:23:07.673
JEREMY: And I think that there’s definitely opportunity to show that like, listen, yeah, you can get that AI bot to automate this process, but are they really going to understand that your kid is sick, and your wife’s out of town, and you really need to reschedule this meeting?

00:23:09.673 –> 00:23:09.953
BROOKE: Yeah.

00:23:09.953 –> 00:23:21.493
BROOKE: And I think back to automations and things, I think being proactive is really important, because as EAs, we’re looking ahead, what’s the next thing?

00:23:21.493 –> 00:23:35.213
BROOKE: We’re trying to be steps ahead of our executives, but I think even small things, you’re able to look ahead and say, hey, this is coming up, holidays, birthdays, all those kind of things.

00:23:35.213 –> 00:23:50.493
BROOKE: But yeah, just really being in a proactive state where you’re able to look ahead, you’re able, because even my executive says, hey, it’s not, he mentioned one time he had to leave his wife’s birthday to go get her present, and it wasn’t for lack of intention or love or anything like that.

00:23:50.493 –> 00:23:53.213
BROOKE: It was just he had 15 million things going on.

00:23:53.213 –> 00:23:58.133
BROOKE: I think just ahead of the little things is super help.

00:23:58.133 –> 00:23:58.593
JEREMY: Yeah.

00:23:58.593 –> 00:23:58.953
JEREMY: Awesome.

00:23:58.953 –> 00:24:06.333
JEREMY: Well, Brooke, thank you so much for being on the show and sharing your tips and tricks and a little bit of wisdom.

00:24:06.333 –> 00:24:09.093
JEREMY: I love the work-life integration concept.

00:24:09.813 –> 00:24:15.673
JEREMY: Is there any final words that you want to share with EAs or their executives?

00:24:15.673 –> 00:24:15.933
BROOKE: Yeah.

00:24:15.933 –> 00:24:29.233
BROOKE: So I would just encourage, like you said, this may not be something for everyone, but I think this is a topic that I think can add value to different busy executives.

00:24:29.233 –> 00:24:38.293
BROOKE: And so I think if you’re in a position where you may see a need for this, sit down with your executive and just ask, is this something you would be interested in?

00:24:38.733 –> 00:24:40.893
BROOKE: You know, how can I add value in this?

00:24:40.893 –> 00:24:52.853
BROOKE: And really, I think if you come to them, you know, with a heart to serve them in all areas of their life and add value, I think, you know, you may be surprised that there may be a need.

00:24:52.853 –> 00:25:02.713
BROOKE: And so, yeah, I would just encourage, hey, if this is something you think might be helpful, just sit down with your executive and see where it goes.

00:25:02.713 –> 00:25:03.053
JEREMY: Love it.

00:25:03.053 –> 00:25:03.613
JEREMY: Well said.

00:25:03.613 –> 00:25:04.413
JEREMY: Great tips.

00:25:04.413 –> 00:25:06.653
JEREMY: And where’s the best place?

00:25:06.953 –> 00:25:10.673
JEREMY: I’ll put your links in the show notes at leaderassistant.com/310.

00:25:13.073 –> 00:25:18.513
JEREMY: But where’s the best place for people to reach out and say hi if they want to connect?

00:25:18.513 –> 00:25:20.413
BROOKE: Definitely LinkedIn is fine.

00:25:20.413 –> 00:25:21.653
BROOKE: That works.

00:25:21.653 –> 00:25:23.473
JEREMY: Awesome.

00:25:23.473 –> 00:25:23.853
JEREMY: Love it.

00:25:23.853 –> 00:25:24.933
JEREMY: Well, thanks again, Brooke.

00:25:24.933 –> 00:25:31.493
JEREMY: I really appreciate it and congrats on a great career and hope we get to connect again soon.

00:25:31.493 –> 00:25:33.213
JEREMY: And I hope you enjoyed being on the show.

00:25:34.293 –> 00:25:34.933
BROOKE: Thank you so much.

00:25:34.933 –> 00:25:35.433
BROOKE: Appreciate it.

00:25:45.845 –> 00:25:48.225
<v SPEAKER_3>Please review on Apple Podcasts.

00:25:54.638 –> 00:25:56.338
<v SPEAKER_3>goburrows.com.

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