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Brad Jacobs

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
1467 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

The people set the agenda for the meeting.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

So what I do is I send out what would normally be the PowerPoint presentation of the agenda for the meeting ahead of time.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

And people expected to read that.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

And then I have everybody, we have an app and everybody has to fill out the app and put in their biggest takeaways that they learned from reading that and from being in the business on related subjects.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

And secondly, they have to put in, okay, now we've read what our challenges are, what our opportunities are, what our goals are.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

What do you think are questions that are worth going around the room once we meet in person?

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

It's a good use of everyone's time.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

It's going to help us achieve goals of creating value for shareholders, for delighting customers, for improving their employee engagement and so forth.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

And then we take all those.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

We eliminate the dupes because often you get a lot of dupes on the good takeaways and the good questions.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

And we send them back and everyone rates each one of those takeaways and each one of those questions on a scale of one to 10 in terms of the importance of the value that they think discussing that in the group would add.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

And now we've got our agenda.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

We start with the ones that have the highest rankings, and we go down until class is over.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

I'm joking, class, until the meeting is over.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

And that becomes an inclusive, democratic way to set the agenda that people really buy into.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

They really pay attention to what's going on in the meeting because they set the agenda.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

This is what they wanted to talk about.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

And that's a rule of the meeting is that there are no devices on.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

There are no side conversations.

Invest Like the Best with Patrick O'Shaughnessy
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, CLASSICS]

There are no distractions here.