Directionally Appropriate Action

Delivered By: Adam Weiner, Managing Director

Adam spent 14 years in leadership roles as a Navy SEAL where he attained the rank of Lieutenant Commander, including assignments as Platoon Commander, Operations Officer, and Executive Officer.  After the Navy, he worked at executive levels in the automotive industry and finance.  In 2017, the governor of Michigan appointed him to the Veterans Facilities’ Board of Managers where he served for 2.5 years. 

While in automotive, Adam was the Business Manager for the Vice President of Engineering at General Motors, where he managed a $3.5B budget and coalesced eight Executive Directors.  After that, Adam began his career in finance as a Divisional Vice President for AIG, consulting with hundreds of financial advisors on retirement solutions.  Within the financial space, he transitioned to become a financial advisor and partnered with Michigan Retirement Advisors.  Working directly with individuals and families, Adam was able to increase the firm’s assets by over 25% in less than 24 months.

In 2022, Adam’s success led him to founding Freedom Financial Team where his pillars are:  providing clients financial peace of mind, community philanthropy, and financial literacy.  Consistent with this, Adam is a proud member of the Association of Financial Educators, a 501(c)(3) non-profit created to help with financial literacy.  Adam brings this education to high-schools, colleges, and businesses in the Detroit Metro area to help demystify complexities in investing and retirement planning.

Adam’s passion is teaching mindset, character, and leadership. Alongside his teammates at Victory Strategies, you might catch him at workshop or delivering his keynote, inspiring people to Rise, Focus, and Persist!

Adam is a proud graduate of the United States Naval Academy. He is happily married, and they have three wonderful children.

Forging Ownership and Accountability: Four Magic Words

Have you ever wondered what the ‘secret sauce’ is to high performing teams? 

Like many leaders, I’ve pondered that very question many, many times.  Operating in and having had the honor of leading high performing teams, I’ve found a few select ingredients to be vital.  Such as trust and strong professional relationships.  Such as deeply held shared values and a clear and unifying purpose.  From what I’ve experienced, these are essential cornerstones of excellence in teams.

However, even the strongest of cornerstones can be eroded by ‘change’.  And, as we all know, the only constant IS change.  So, what is a team leader seeking long term high performance to do?

Try this. Experience has taught me that ownership and accountability can be outstanding countermeasures to the challenges of change.   Ownership embodies initiative and determination to overcome any obstacle.  Accountability brings commitment to team and teammates, and that ‘I’ve got this, you can rely on me’ mentality.  In my journey, taken together these are powerful catalysts supporting consistent high performance in the face of ‘change’.

This has been a leadership lesson learned for which I owe a huge debt of thanks.  As a newly minted team leader in the early years of my career, I learned first-hand the power of ownership and accountability.  My executive leader - let’s call him Mike - was extremely wise, experienced, and knowledgeable, a true ‘engineer’s engineer’.  He placed a strong emphasis on not only performance but also equally the long-term reliability of our designs.  He was data driven, deeply experienced and excelled in asking detailed and challenging questions during our many design reviews.

Our team had deeply studied the designs of not only domestic competitors but also global competitors whose designs sometimes differed from common accepted practices in our North American market.  Our challenge, as an engineering team, was to find the best practice for our designs.  In our design reviews, Mike drilled deeply into our designs, asking difficult but appropriate questions, seemingly one after another, non-stop.  It was extremely rigorous.  Our design challenged some of the conventional wisdom of designs in the North American market and was counter to his experience.  As an executive leader, Mike had to make a choice – direct us to change the design to be more conventional or trust and empower our design direction given the rigorous engineering reviews he conducted.

In retrospect, it would have been easy for Mike to micromanage and support the more commonly accepted design practice at that time, but he saw opportunity in our design to set a new, better standard and supported our approach.  After explaining to our team how he reached his decision, his words still ring true to me to this day, decades later. 

Those are the four magic words: ‘I’m counting on you”. 

In only one short phrase he empowered us.  And in doing so, ownership and accountability immediately followed.  We knew our leader challenged us deeply and ultimately believed in and supported us.  If you have ever experienced the restrictions of a micromanager, you know firsthand the feeling of freedom when it is truly your call, and you are being trusted to deliver success.

It has been said that the difference between managers and leaders is that managers make sure things are done right, while leaders make sure the right things are done.  Mike was a true leader, and his decision was a prime example to us all.  Mike trusted us.  It was both the ultimate compliment and ultimate incentive at the same time.  Now, it was up to us to make it happen.

It wasn’t easy.  Long hours, lots of learning and continuous improvement along the way.  But knowing we owned it and were accountable for its success, we pushed ourselves willingly.  Discretionary time now was also devoted to the cause.  We went way past ‘above and beyond’.  We were on a mission.

Imagine unleashing that same energy, enthusiasm and determination on any problem or objective your team faces.  It is magical to be part of, and thanks to Mike, a leadership lesson forever learned.

So, now it’s your turn.  I’m counting on you.

Authored by: Jeff Boyer, Managing Director

Do You Haka?

Wedding Haka Video Link: https://www.youtube.com/watch?v=lhhedH6wK6I

Recorded By: Bryan Stewart, Director

Bryan is a U.S. Marine Corps veteran who served nearly seven years as an infantry officer. He is a senior executive with decades of servant leadership experience. He has developed keen operational, financial, and governance skills, insights, and firsthand knowledge of the functions and processes that make teams and businesses work.

His diverse business career spans successful domestic and international roles, including Board Member, Founder and CEO across various organizations, including large, public companies like Medtronic, Abbott Laboratories, Zimmer Biomet, and Humana. He has also operated in privately held, private equity-owned, and venture capital-backed companies, including Ventana Medical Systems (acquired by Roche Diagnostics), AmeriPath (acquired by Quest Diagnostics), Healogics, Sage Growth Partners, PracticeWise, Golden Victory Medical, and most recently as the Founder and CEO of HDO Health.

Bryan’s career has been focused on commercial leadership with highlights in growth, strategy, communications, sales, marketing, technology, product and market development, international market entry, and commercial operations. He has learned and led in many environments with common themes around team and talent development, mentoring, employee and customer engagement, and always leaving things better than when he found them.

He earned a Bachelor of Science degree from The Ohio State University on an NROTC scholarship and an MBA from Webster University that he completed during his final tour of duty in the Marine Corps. He also completed several Medtronic-sponsored executive education programs from the Wharton School at the University of Pennsylvania.

Bryan is a member of the Private Directors Association (PDA), where he has achieved certification in Private Company Governance and serves as the founding President of the AL Chapter.

He currently serves on the Board of Directors at the Warrior Connection, Mission U, and Vow and on the Advisory Board of Simple Therapy. In addition, he is a mentor with The Honor Foundation, Veterati, MedTech Vets, American Corporate Partners, Meritorious, FedTech, and Groundswell Startups. Passionate about his faith, family, and serving others, Bryan strives to be a servant leader who pays it forward and is worthy of following. He works to lead by example with compassion, humility, strength, and a genuine sense of humor. He resides with his wife near their two adult children in Birmingham, AL.