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2025 GREATS: 1020: The Three Keys to Being Inspirational with Adam Galinsky

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Adam Galinsky reveals the core skills anyone can master for more inspiring leadership.

You’ll Learn

  1. The easiest way to uplift the people around you 
  2. The 15-minute exercise that makes you visionary 
  3. The quick trick to feeling more confident and powerful 

About Adam 

Adam Galinsky is a celebrated social psychologist at Columbia Business School known for his research on leadership, decision-making, teams and ethics. His scientific research—consisting of over 1000 studies published in over 200 scientific articles—has been cited more than 64,000 times. In Galinsky’s latest book, Inspire, he weaves together his decades of research and global consulting experience to reveal the science of how to become more inspiring. His TED Talk, “How to Speak Up For Yourself,” has been viewed more than 7.5 million times and his book Friend and Foe, was an audible and eBook bestseller. 

Resources Mentioned

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Adam Galinsky Interview Transcript

Pete Mockaitis
Adam, welcome.

Adam Galinsky
Thanks so much for having me, Pete.

Pete Mockaitis
I’m excited to dig into your wisdom about your book, Inspire, to get inspired, to become more inspiring. So, no pressure, Adam, but we’re expecting lots of inspiration to be flowing from you here today.

Adam Galinsky
I hope I can deliver.

Pete Mockaitis
Me too. Well, so tell us, you study this stuff. I’d like to hear, in your own lived experience, who’s the most inspiring person you’ve encountered and what is it about them that inspired you?

Adam Galinsky
Yeah, it’s interesting. I’ve been inspired by a number of people in my life. One person that inspired me really deeply is my dad and even my mom too. So, both my parents and their different ways. One of the things I talk about in the book is I really compare and contrast two types of leaders that tend to be in our orbit, the inspiring leaders, but also the infuriating leaders.

And I think one of the things, when I think about both my parents, I immediately think about their inspiring characteristics, but also their infuriating flaws that they had. And so, I think one of the things in studying this topic is, probably maybe the single biggest insight that I’ve discovered is I’ve actually answered an age-old question that’s bedeviled people for centuries, which is, “Are inspiring leaders born or are they made?”

And what I’ve discovered is, I think, pretty definitively, that inspiring leaders are truly made. And the reason why I know this is because there is, and the thing that I’ve established in my research, is that there is a universal set of characteristics that make up the inspiring person. And these characteristics exist in every single country, on every continent in the world. There’s not a single inspiring characteristic that doesn’t exist in every other country, that exists in one country. It exists in every country.

And because there is this universal set of characteristics, those can be learned, they can be practiced, they can be nurtured, and so that we can become more inspiring over time. And if we go back to thinking a little about my parents, and I said they’re inspiring and they’re infuriating, the thing that really, what my research shows, is that it’s not who we are, it’s really what we do. It’s our behavior, our current behavior, whatever we’re doing today can either inspire or infuriate.

And that means that even if we were amazing yesterday, we may be a total infuriating dad today but the good news is we could be even more inspiring tomorrow.

Pete Mockaitis
Okay. Well, it’s good news that inspirational leaders are made and not born, otherwise you’d have a pretty short book and podcast, I imagine, Adam.

Adam Galinsky
That’s right, yes. Well, it could be a whole discussion of how to select those people, right? So wouldn’t be necessarily that short, but it would be a different conversation.

Pete Mockaitis
It would be. Well, and not as much fun because, I mean, I am inspired by the notion of being inspirational, to get meta with you. And I do definitely want to dig into this set of characteristics, what are they, and how do we learn them. But first I’d like to hear, generally speaking, as you’ve dug into all this literature and done the research, any big surprising or counterintuitive discoveries that made you go, “Huh, how about that”?

Adam Galinsky
I think that one of the things I discovered over the course of doing 25 years of scientific research is the power of not just thinking about ourselves, but thinking about others. And so, one of the first things that I ended up studying in my dissertation was a notion of perspective-taking. And when we take the perspective of other people, it opens up a lot of different avenues and possibilities that we might not know were available to us.

And so, it helps us be better negotiators. It helps us be better leaders. It helps us be more inclusive, give better feedback. Like, you could do a whole list of the things that perspective-taking provides to you. But this is one example, I have a paper that’s coming out in the top psychology, social psychology journal in the world, the Journal of Personality and Social Psychology, in January, a paper I’ve worked on for a number of years.

And the title of the paper is called “The Vicious Cycle of Status and Security.” And so, one of the mistakes that the people who are insecure about where they stand in the world make is they think they have to tout their accomplishments. They have to show what they have done. And what my research shows is that, when we’re feeling insecure, we feel reluctant to credit other people for their contributions to us, thinking it’ll undermine our own standing.

But what my research shows really definitively, even in some of the most competitive contexts, that when we are generous in spirit towards other people, when we acknowledge their contributions to our own success, we not only elevate them, but we also elevate ourselves. We actually gain in status through generosity.

And I think that’s one of the things that people might instinctively kind of think that might be true, but when they get anxious, when they get insecure, that goes out the window and we focus on the self and, “What I’ve done.” And so, I think maybe the surprising thing is just the power in, “It’s not all about you.” If you focus on others, you’re going to benefit but it’s through this sort of other route, if you will.

Pete Mockaitis
Yeah, I absolutely buy that, and I’ve seen it on both sides of the table in terms of when I’m at my best doing those things, as well as when I see it from others, and I am wowed by, I suppose, anytime someone just is generous in terms of, I guess I think about in sales conversations in which someone says, “Hey, we’d love to take your money, but actually I don’t think we’re the best fit for you. You should go with it over in this direction instead.”

I end up liking them more and giving them more referrals. It’s like, “You got to talk to these guys. They’re so honest. They’re so great. They’ll help you out or tell you who could help you better.” And it’s a world I want to live in, you know? So, I think that’s beautiful.

Adam Galinsky
Yeah, I think that’s right.When we do something that doesn’t look like in our best interest, it seems more authentic and genuine, because “Why would they be doing it if they didn’t really believe it?” And I think that becomes really powerful for that. And it also just highlights how important our reputation is to us, like, how people think about us, how they talk about us, what they share about us.

And so, that’s another, I think, I use this phrase that I really like about, “spreading the seeds of inspiration.” And I’ll come back to this later, but I have an acronym that I use called REAP. And it’s a Hananim from the Bible and, “Reap what you sow.” But the idea is that what you put out in the world comes back to you. So, if you’re inspiring to others, they’re going to be inspiring to you. But if you’re infuriating to others, you’re going to get infuriation back. And I think that’s something so important.

One of the foundations, and we’ll talk about the characteristics, as you said, and sort of how we can utilize those characteristics, but one of the foundations is really, like, living your values, and how you can live your values. And my number one value, I have a values card that’s in my pocket with my top five values and in a hierarchy. My number one value is generosity. And it’s that idea that if we’re generous to other people, not just in substance, but even in spirit, we’re going to produce a better world, not only for others, but also for ourselves.

Pete Mockaitis
Okay. Well, let’s dig into some of these characteristics. Lay them on us.

Adam Galinsky
Sure. Well, so just to give your listeners a little background. So, what I’ve done over the last 20 years is I’ve asked people all over the world to tell me about a leader that inspired them. And I’ve asked people, “Well, what does it mean to be inspired?” And people use words like energy or warmth or light.

And the way that I describe it is a wellspring of hope and possibility. It changes you inside. It gives you this feeling. And I say to people, “What was it about that person that inspired you? I want you to tell me the exact characteristic. Be a scientist. Pinpoint what it is that really changed you inside.” And then over the course of time, I started asking another question, I said, “Okay, I want to talk about a different leader that changed you inside. But instead of creating that wellspring of hope and possibility, they created this seething cauldron of rage and resentment. And what was it about that leader that made your blood boil, that infuriated you?” And so, by collecting thousands, and probably even tens of thousands of these examples across the globe, I’ve been able to sort of analyze and study them and use sort of scientific techniques to reduce them to some core factors.

And these three universal factors, I’ll tell you sort of the first thing, my first insight is that the inspiring leader and the infuriating leader are really mirror images of each other, and they exist on this continuum, this enduring continuum that’s made up of “How are you behaving today?” And so, just as a couple quick examples, an inspiring leader is generous. We already used the word generosity, right? Infuriating leader is selfish.

Inspiring leader is courageous. Infuriating leader is cowardly. Inspiring leader sees the big picture. Infuriating leader is small-minded, lost in the weeds. So, one of the things we can start to see is that these are mirror images of each other. And the second thing is that continuum is made up of these three enduring factors. There’s being visionary, which is how we see the world. There is being an exemplar of desired behavior, how we are in the world. And then being a mentor, how we interact with others in the world.

And one of things that I’ve discovered is there’s a reason why these are the three universal factors. And the reason why these are the three universal factors is because they each satisfy a fundamental human need. We’re inspiring people because we’re satisfying a need. So, to be visionary satisfies a human need for meaning and understanding. We crave meaning.

To be exemplar satisfies the fundamental human need to feel protected and safe, but also to feel propelled by people’s passion and energy. And then mentor is one of the universal factors because it fulfills the fundamental human needs for a sense of belonging and inclusion on the one hand, but feeling like that you have status and are respected on the other hand.

And so, these are these three universal factors. I actually have a term that I use, a mnemonic device to help people remember it. I call it the VEM diagram of inspiring leadership. So, it’s like a Venn diagram, you have visionary, you have exemplary, you have mentor, and inspiring in the middle of those concentric circles but that really sort of captures those three elements.

Pete Mockaitis
Yeah, you brought the goods and some social psychology chops in action, our deep human needs. And on the mentor side, I’m thinking about, we got the belonging and the inclusion and also at the sense of learning growth mastery that occurs when we’re getting good tidbits from a mentor. Like, “Oh, wow, that’s brilliant. And now my skills have been upgraded and I feel great as a result of that as well.” So, we’re ticking all kinds of deep human boxes here.

Now, I’ll tell you, Adam, when you said that these inspiring leaders are made and not born, it feels like a tall mountain to climb to just develop these characteristics within us. If we’re not so visionary and exemplary and mentor-y, how do we get more of that goodness going for us?

Adam Galinsky
Yeah, absolutely. So, for each of these, I can go into a little bit more detail, but also say, like, “How do we get into a visionary state of mind that makes us and propels us to be more visionary? How do we get into an exemplar state of mind? How do we do those things?” And so, let me just start with, I think, visionary is such a straightforward one and really helpful. So, what does it mean to be visionary?

Well, visionary has three characteristics. It’s kind of like what we say, is one of it, how we say it and when we say it. And the what basically is big picture, optimistic vision of the future. So, there’s, we see the big picture, but we also see a positive version of what the world can look like. Now, how do we say it? Well, my research shows and other people’s research shows is you want to do two things. You want to simplify it to its essence, but you also want to visualize it, make it come to life.

So, one of the examples I love to give is, you can have the mission, “Our mission is to have satisfied customers.” That’s a good mission, right? You want to have your customers be satisfied. But now let’s just tweak it a little bit and see how it changes, “Our mission is to make our customers smile.” Now that word smile is something we can visually see.

And then we can think about, “Well, what is it that we can do to bring that smile onto our customers’ face?” And that actually simple change from satisfied customers to make our customers smile, engages people more and motivates them more. It produces better outcomes, better products, if you will.

And then the final thing is that if you want your vision to stick, you got to share it and repeat it again and again and again and again. And one of the things I think we fail a lot of times is we fail to recognize that for something to stick, we need to hear it a lot of times. I mean, here’s a good example. What does almost every song in the world have?

Pete Mockaitis
Oh, a refrain, a chorus.

Adam Galinsky
Yeah, a chorus, a refrain, right? That tells us, if almost every song in the world has the same exact feature, a repeated line, a repeated chorus, a repeated frame, that probably tells us the human mind needs some central idea to be repeated again and again. And so, that’s another thing that I find that people are really good at. So, now we can be both practical, very specific, but we can also be sort of a little bit broader. So, here’s a practical thing.

Look at how you’re communicating and ask, “Can I simplify this? Can I be more economical in my words? But can I, in doing that, also make it more visual and vivid and metaphorical and come to life?” So, that’s like a very practical thing you could do. But what I’ve also shown is “How do we get into a general visionary state of mind where we can really see the big picture?” And that is a technique that comes back to what I said earlier about values.

And so, one of the things that two decades of research has shown, my own research has shown this, I’ve done multiple studies, that if you get people to reflect on their values, and I call this your values hierarchy. My colleague, Paul Ingram, has done amazing research on this. So, this is what we tell people, “Think about your values, what really matters to you. Now pick four or five values and put them into a hierarchy where the top value sort of animates the rest of your values. Now that’s your value hierarchy. Now what I want you to do is I want you to think about why those values matter to you. Also, when have you demonstrated those values in your daily life?”

And here’s one study we did. One of the worst things that can happen to anyone in their life is to be unemployed, to be laid off, to be fired, to lose your job. It increases anxiety, depression, even suicide. So, we worked with a Swiss employment agency, a government employment agency, every citizen in Switzerland, if they want to get unemployment benefits, has to go into one of these agencies and register. And we did a little experiment.

Fifteen-minute intervention for half of these people. We did exactly what I just told you. Reflect on your values, why they matter, how you’ve demonstrated them. Two months later, they were twice as likely to have found a job. In fact, the effect was so strong, we stopped the experiment and gave everybody the values intervention.

And so, when we reflect on our values, it has two things that I think are incredibly important. One is it helps us see the big picture, what really matters. But two is I think it has this element of optimism. It gives us that energy to go forward. Because what do you need to do to get a job? You got to apply, you got to suffer the slings and arrows of rejections, right? And you got to keep going, right? And you got to keep applying to other jobs. And so, reflecting on our values both helps you see what really matters and gives you that optimistic positive energy to go forward.

So, we can become more visionary both with very fine-tuned practicality, “How do I simplify my messages?” or, “How do I make sure that people see the big picture?” But we can also do it more sort of organically by reflecting on our values.

Pete Mockaitis
Adam, what we love to hear so much here is a little bit of an effort produces just an extraordinary result. Like a 15-minute value intervention is phenomenal, which reminds me of a conversation we had with Dan Cable about, I think, similarly, a short, it might’ve been a one-hour intervention, in terms of introducing yourself to your colleagues about who you are at your best, reduce the attrition by over 30%.

And so, I think that is just astounding in terms of zooming in on this stuff, it’s just amazing in that our human spirit, I don’t know how to say it, Adam, but it seems like it’s so easy for us to lose sight of our values, our North Star, that which makes us come alive and be all we can be. And, apparently, we can get there with just a pretty quick refresher.

Adam Galinsky
Yeah, I think this is a great transition to the second universal factor of being exemplar, because I think Dan’s intervention is, it’s a little bit about values, but it’s also something a little bit broader. So, what does it mean to be an exemplar of desired behavior? So, what it means is being a calm and courageous protector, who’s authentically passionate, who’s super, but also human. They’re not perfect. They have their own vulnerabilities.

And so, I’ve shown in a lot of different ways why that matters. So, how do we get people into an exemplar state of mind? Well, in 2003, I introduced something, and Dan’s research kind of builds all of this, an intervention that has been used in hundreds of experiments across the world, hundreds of experiments across the world. And we basically did analysis of all those experiments and showed that it’s got deep scientific validity.

But we simply asked people to kind of do what Dan did, but we said, “Think about a time when you were powerful, in control, and your best self.” And we targeted at a more micro level. So, imagine you’re going into a negotiation, “Think about when you’re powerful and in control and your best self at the negotiating table.” Or you’re going in for an interview, “Think about when you’re powerful and in control your best self in an interview.” Or think about giving a speech in front of people, “Think about the time when you felt powerful, really in control on that stage.”

And so, what that does, the reason why that’s so powerful, that reflection, is because you’re building off your own lived experience, authentically building off your own lived experience. You’re not recalling what someone else did. You can feel yourself.

You’re like, “Yeah, I negotiated.” You might’ve negotiated one time out of ten well, but you can still recall that one time you did it well, right? And that’s a real powerful way to leverage that. And we’ve shown in our research that when you do that, people do better in interviews. We actually have the people are more likely to get a job. We’ve shown they give better speeches. Other people in Europe have used my intervention, measured people’s physiological reactivity before a very stressful event, and they were physiologically calmer after engaging in that.

And so, one of the things that the way they like to describe it is if you want to be super, you got to be able to remember when you were super. And that’s sort of one way of being able to tap. And then you go out and act super when you can do that. And so, I think that’s one thing that’s just so powerful and so important for people is to remember that we have those experience when we did something really, really well and we can recall and really sort of build off those experiences.

Now, I hope you don’t mind, but I want to introduce another topic really quickly that I think is really important.

So, I know you have three kids, and so you’re a parent, you’re a dad, and so your kids look up to you because as that parent, it could be just because you admire someone. It could be because someone’s really important to you. And so, anytime someone gives you their attention, you, your behavior, your words, the way you stand, the way you interact are going to have a big impact on people.

And so, I’ve coined a phrase. I call it the leadership amplification effect or the leader amplification effect. And the leader amplification effect basically says that when we’re in a position of leadership or where people are looking up to us or we really matter to them, they’re paying attention to us, their eyes are on us. And one of the foundational, fundamental scientific truths that govern all of mental life is that the things that we pay attention to get amplified. Whatever stimulus we’re looking at, that stimulus will have a bigger impact on us. We’ll get intensified reactions.

And so, it’s just sort of one example would be, I still remember 30 years ago, my first doctoral seminar when I was a PhD student with a guy who’d win the Nobel Prize in Economics, and I raised my hand one day, first day of class, have 11 fellow students, I want to demonstrate that I belong, I’m at Princeton University, this Ivy League thing, but feeling a little insecure, and I think I have a really nice point to make. And I still remember what Danny did 40 years later, he crossed his arms, shook his head, scrunched up his face and said, “That’s not right at all.”

And then he smiled and he moved on and the rest of class moved on. But, like, I was frozen. I felt humiliated. It was crushing to me. And so, Danny doesn’t remember this. Like, it was nothing to him, but to me, it just felt like humiliating criticism. But, like, six weeks later, I’m walking in the hallway and Danny, without stopping, he doesn’t even stop walking, he just says over his shoulder, “Hey, Adam, I love reading your reflection papers. You’re a great writer.” And then he turned the corner but that comment, like, has nurtured me for 30 years.

And so, one of things is that when we’re in a position of leadership, the reason why our words matter so much, the way we are in the world, how we interact with others matters so much is people are paying attention to us. And some of it is because we have power and authority, but sometimes it’s just because they look up to us and they care about what we think. And our whispers are going to be shouts, our comments are going to get amplified, and the reactions we produce are going to be intensified.

And so, one of the things we have to learn as parents, but as leaders, is that nothing we say is offhand. Everything has an impact. And so, that’s one of the things we have to be aware of to be inspiring is to recognize the powerful impact that our words, behaviors, and interactions have.

Pete Mockaitis
That is huge. And I’ve heard a number of leaders say, and I’ve lived this myself that, “It’s the weirdest thing. When I became a leader, my suggestions became commands.” And so, that’s one form of the amplification, but it’s great to flag the other ways that your stuff is being amplified and the impact and consequences of that there.

Adam Galinsky
Here’s one of my favorite stories about this. Barry Salzberg became CEO of Global Deloitte, which, you know, has tens of thousands of employees. And about six months into being CEO, he noticed that there were bananas at every sort of executive meeting. And he’s like, “God, I’ve been at Deloitte for 30 years. Is it a symbol of Deloitte I didn’t know about? Or does someone really important love bananas?”

So, he asked his assistant, he said, “Hey, why do we have bananas at every meeting?” She said, “Because you love bananas.” He’s like, “Wait, what?” So, the first time he walked into a meeting where she was present, she was paying incredible close attention to everything he did because she wanted to please him.

And she noticed he picked up a banana with a little bit of enthusiasm. And so, she coded in her mind, “Barry Salzberg loves bananas. We must have bananas at every meeting.” And that’s not even a suggestion. That’s just like, he’s like, “Ooh, banana,” he just might want to have a little potassium that day but then it became a law.

And so, that’s sort of a great example of the leadership amplification effect. He didn’t even say anything to anyone. It wasn’t even a suggestion. It was just a dollop of enthusiasm.

Pete Mockaitis
Yeah. Well, that is telling. Well, I’d love to get your perspective, Adam, before we hear about some of your favorite things. Given what you’ve learned about the impact of the things we do or don’t do, and then the relative prevalence of these behaviors, if you can lay on us just a couple of your top do’s and don’ts that you think can make a world of difference for us, what would they be?

Adam Galinsky
I’ll go through a few do’s. So, the first one is always think about the big picture. Like, what is really going on here? Like, try to put things into context to understand people’s behaviors. I’ll just give two examples that relate to being a parent because I think they’re really, really powerful. I had two kids, very close in age, just like you. And so, I had a kindergartener and a first grader. And the kindergartner’s classroom was on the second floor and the first grader’s class was on the third floor, and I take them to school every day.

So, naturally, I dropped the kindergartner first because he’s, as we walk up the stairs, my first grader is very type A, very impatient, “I want to get to school.” My kindergartner, like most second borns, likes to relax a little bit, take his time, likes to a big ritual with me saying goodbye, and Asher would be like, “Hurry up, Aidan. Hurry up Aidan,” and I would get very frustrated at Asher. I’d be like, “Just be patient. Why can’t you be patient?” And then Asher would march upstairs and run in the classroom without saying goodbye to me.

And about a month into this, we were walking with Aidan, I had an epiphany. And I was like, “What if I drop Asher off first?” So, I said to my kids, I said, “Hey, why don’t we all walk up to the third floor and drop Asher off first, then walk down to the second floor?” And it was transformational. So, Asher got to go at the time he wanted to, he’d give me a hug, I’d get to go downstairs, Aidan could take his time, no one was rushing him.

And by day three of this, his teacher, I never even talked about this with his teacher, Aidan’s teacher, the kindergartner’s teacher said, “Wow, dropping Asher off first has been a big success.” Like, she noticed, she could see Asher getting frustrated and angry. And, like, I could yell at Asher, I could tell him to be patient, I could try to give him some type of gummy to make him calmer, but he was saying, “I need to get the class on time.”

And so, then if we start thinking, “How can I allow Asher to meet his needs, but also have Aidan meet his needs?” We just reversed the drop-off order. And so, when I talk about seeing the big picture, it’s like really sort of understanding all the people that are in sort of an orbit and how they interact. And so, I think these are very, very, powerful things. What is it that people need? I mentioned these fundamental human needs. What does this person need right now?

I’ll give you just one other quick example, it’s very top of mind. My mother-in-law has lived with us for eight years and my older son is very attached to her and she’s moving now to Las Vegas. And about, she’s moving literally next week, and about two weeks ago, my son started being just really salty towards his mom, my wife, just being really rude to her and angry at her. And she was getting a little, like, upset by this, and it’s hard not to take it personally.

But the big picture is he’s mad that his grandmother is leaving, and he’s furious, but he can’t express it to her. In fact, they’ve actually never had a fight. Like, he’s her safe person. And so, he’s taking out on the person that’s closest, the mom. And so, once you see the big picture, you can start to recognize what’s going on. But then we can be visionary. We can start to help him have context for his feelings, “Hey, Asher, I know you’re really, you know, it’s probably, it’s really hard with Lola leaving.”

And the other day he whispered to me, he didn’t want his brother to hear this, he said, “I’m really sad that Lola is leaving.” And so, that’s what I mean by sort of being visionary. How do we see the big picture and really recognize what really, really needs to happen? Seeing the big picture allows people to handle the slings and arrows of outrageous fortune. Like, think about people going into war, soldiers potentially giving up their life, but for a bigger idea. So, the first do is be the big picture.

The second do is to remember that when we are in these positions of leadership, our emotions are infectious. And so, when we’re calm, we calm other people down. But if we’re anxious, we’re going to make other people even more anxious. So, we really have a duty and a responsibility to regulate our own emotions in those experiences, even as parents to not get angry.

My old dean, he would have these faculty meetings where people were speaking viciously to him, and he was always so calm. And I was just so amazed that he could just handle that. Like, he never reacted, he never blew off the handle. Apparently, he did so sometimes in private, but like never in public when it really mattered. And so, I think that’s the other do.

And then the final do that I’ll give is elevate others. When you see someone do something good, let them know. And when they did something that really helped you, express gratitude. And I’ll tell you a story about that. Every time I teach, I give people the leader amplification effect call to action. And I say, “I want you to pick three people that are less powerful than you, and I want you to send them some message that says, ‘Hey, you really knocked that presentation out of the park,’ or, ‘Thank you so much for helping me on that report. I couldn’t have done it without you.’ And I want you to be specific.”

Because if you come across as inauthentic, that’s infuriating, right? And so, this was 10:15, I was in front of a group of 50 CEOs and presidents. And at 10:29, one of them raised his hand and said, “I already sent my three emails, already got three responses, and they were gushing with excitement. One of them said, ‘I’m finally going to take my spouse to that new restaurant they always wanted to go to.’”

And I really liked this example because, first of all, it proved something I found in my research, which is people in powerful roles are very impulsive. This guy couldn’t even wait to 10:30 in the break. He had to like send it off right away. But it also shows it didn’t take him any time at all to do it. Like, it cost him a couple of minutes and it transformed people’s lives.

Pete Mockaitis
And what’s the content of the email? You just say, hey, what you think is great about them or…?

Adam Galinsky
Yeah, or just anyone, just think about three people who, in your orbit, who have less power than you, that deserve some expression of gratitude or praise and be specific about what they did. So, it could be anything, you know. And I was telling this story, and a president of a bank, 1,400 employees that are under his charge. He said, actually, “Actually, I do that every day.” And I said, “Do what?” He said, “I actually send out an email to every single employee on their birthday.”

And he showed me an example. He said, “Here’s the one I sent this morning. It said like, ‘Hey, Trisha, I hope you have a great birthday. How was bowling and track this weekend?’” That’s all he wrote. And then he showed me her response. It was like a novel, like described everything about bowling and track. He’s like, “You know, I actually never even read her email because it’s so long.” But like she was so excited to get this.

And one of the things that this president said, which really struck me, is he said, “I know my message puts a skip in their step but it actually puts a skip in my step. Like, I get their message back and I feel so good.”

And so, one of the things that I’ve come to the conclusion of, here’s a do and a don’t. Now we always say, “Do something in person, communicate with someone in person, face-to-face is better.” But if I were to praise you, Pete, and say, “Oh, my God, you are the best podcaster I ever saw.”

Pete Mockaitis
Oh, shucks Adam. Thank you.

Adam Galinsky
Yeah, it makes you a little bit uncomfortable, right, because, like, “How do I respond to that?” It feels good. But now imagine I wrote that to you later and you can read it, you can reread it.

Pete Mockaitis
Save it and read it when I need to read it months later.

Adam Galinsky
You can save it. You can savor it. You can send it to your spouse. You can show it to your eight-year-old, and say, “Look what this person said about me.” So, actually, by writing it, and then it’s much easier for people. Like, if I say to you, you’re like, you did that, you did, you’re kind of like a little bit embarrassed, a little bit, “Oh, thanks,” you’re trying to push it away.

But if I were to send them by email, you’d be like, “Oh, thanks so much. This is what I work towards,” you’d be more expressive over writing. And when I praised my dean yesterday, I mentioned I praised my dean, there was a long awkward silence. He didn’t really know how to deal with it. And then he sort of commented about how much he’d learned from the management division and stuff like that.

So, here’s an example where putting something in writing is better than saying it in person because you let them savor it, you let them share it, and you let them respond in a gushing way that lets them express their appreciation but puts a skip in your step.

Pete Mockaitis
Beautifully said. Thank you. Now could you share with us a favorite quote, something you find inspiring?

Adam Galinsky
One of my favorite quotes of all time is from Confucius, and it says, “Tell me and I will forget. Show me and I may understand. But only when you involve me will I truly remember.”

Pete Mockaitis
And a favorite study or experiment or bit of research?

Adam Galinsky
Here’s a study that I love more than any other study, and I’ve been using it in my teaching for 25 years. It’s one of my dissertation advisers, Marcia Johnson. She did this in 1973 or ’74, and it’s such a simple study but it’s so profound. She just basically gave people a description of something.

It goes something like this, it says like, “First you take the things and separate them into different piles. Then you have to decide if you have to go somewhere else. If you have to go somewhere else, then you do that. But you also don’t want to do too much at the same time. And after you’re done, then you put things back into their appropriate places.”

And I’ve given this to thousands of people across the globe when I’m presenting and I ask people, “Does anyone know what’s going on in this scenario?” And, like, less than five people present and can solve it. So that’s one of her conditions. Here’s her other condition. She gave them a title and then she read the description to them.

And the title in this case was, drum roll, “Doing the laundry.” And then you realize, “Ah, doing the laundry, separating things, whites and darks. Okay, do you have a washing machine here or do you have to go somewhere else? Oh, yeah, you don’t want to overstuff that because you might break the machine or ruin things. And then you put them back in their places.”

Now, the reason why this experiment is so powerful is because it’s not just that it was easier to read when you got the title, it’s what happened later. When she asked people to recall what they read, the people who got the title couldn’t remember it word for word, but they remember the gist. And the people who didn’t get the title, some of them couldn’t even remember reading anything, it was like they couldn’t even process it.

And so, this is really about being visionary. Being visionary, giving people a vision gives them that title. If you have the title, every word makes sense. Every sentence connects with the other sentences. Other people reading it are, you’re synchronizing with them. And so, to me, it’s like such a small, profound study that really captures that.

I’ll just mention one other study also from the 1970s. But they took two people, let’s say you and I, and we say, “Hey, Pete, you’re going to teach Adam about Indonesia. So, we’re going to give you some material, you’re going to spend 25 minutes learning about this information so that you can teach Adam about it.” And then you’re going to, they give me the same information and say, “Hey, Pete’s going to teach you about Indonesia, but I want you to read this material and study it so you’re prepared.” So, it’s like, just randomly assigned you to be the teacher and me to be the student.

And then later, they give us a test, before we interact, a test on Indonesia, and we had the same amount of time, we had the same material, you would learn it better than I did. And so, just being in that teaching mode makes you process information differently. I think part of it again is being visionary. You’re thinking about the big picture. You’re thinking about how things connect to other. You’re thinking how you’re going to communicate it.

And because you’re doing all of those things, you’re processing, you’re making connections, processing information deeper and really understanding not just the individual facts, but also how they come together. And so, that’s really another story about empowerment that we just talked about, is that like putting people into that teacher frame of mind is more powerful than a student frame of mind.

Pete Mockaitis
And a favorite tool, something you use to be awesome at your job?

Adam Galinsky
I mean, I do think my favorite tool is what thing that I kind of came up with in 2003, which is like using our own lived experience to reflect on them at the right moment in time so that we can be whatever we need to be in that moment.

Pete Mockaitis
And a favorite habit?

Adam Galinsky
I think the favorite habit that I would say is trying to do that leader amplification effect, that gesture of generosity, ideally. That would be my favorite habit. I haven’t instituted it yet. But I think, “How can we build in habits of generosity?” I think is probably the most important thing. It’s my number one value and I think it really is the key to spreading the seeds of inspiration.

Pete Mockaitis
And is there a key nugget you share that really seems to connect and resonate with folks; they quote it back to you often?

Adam Galinsky
I think one thing that people really find powerful is that leader amplification effect, recognizing that “What I do and the way that I am in the world is really impacting people,” and it’s very eye-opening for people. I’ll tell you one funny story which I really love is I’ve been doing the laundry study for two decades now. And about 10 years ago a woman told me that she wrote, “Do the laundry,” and she put it on her, like, a Post-it next to her screen. And it was on there for like two or three weeks.

And, finally, one of her subordinates walked by and was like, “Are you ever going to do your laundry?” And she’s like, “Oh, it’s actually, it’s like to remind me to always remember, like, the vision and remember the big picture.” And then they started using that as a catchphrase when they felt like they weren’t seeing the big picture. They’re like, say, “Do the laundry,” and then that would get them. So, that’s like an example of a nugget that someone took from one of my lectures and really then implemented it and utilized it and hopefully made their organization better.

Pete Mockaitis
Okay. And if folks want to learn more or get in touch, where would you point them?

Adam Galinsky
AdamGalinsky.com, and the book is Inspire.

Pete Mockaitis
And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Adam Galinsky
Once a month, ask yourself these two questions, “When was I inspiring in the last month and when was I infuriating?” So, that’s sort of one set of reflections and sort of think about what it was.

But also think about “Who was inspiring in your orbit in the last month? What was it about they did that changed you inside? And how could you emulate that behavior?” And so, I want you to take those, your own personal reflections, those emulations, and then I would just want you to form a single intention about one thing that you’re going to do differently in the next month.

Pete Mockaitis
All right. Adam, thank you. This is fantastic, inspiring. I wish you much inspiration.

Adam Galinsky
Thank you so much.

1116: How to Take Control of Your Career with Confidence with Kimberly Brown

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Kimberly Brown shares practical steps on how to take charge of your career and steer it with intention.

You’ll Learn

  1. The framework for improving your reputation
  2. How to cultivate relationships that advance your career
  3. How to identify and amplify the one thing that makes you stand out

About Kimberly

Kimberly Brown is a globally recognized career and leadership strategist, bestselling author, and international keynote speaker. As the founder and CEO of Brown Leadership®, a premier learning and development firm, she helps mid-career and senior professionals amplify their brands, accelerate growth, and drive performance. Her bestselling book, Next Move, Best Move: Transitioning Into a Career You’ll Love, has empowered thousands to take control of their careers with strategy and confidence. 

She also hosts the Your Next Move Podcast, where she shares actionable insights on career advancement. A trusted expert, Kimberly’s work has been featured in The Wall Street Journal, Harvard Business Review, Forbes, CNBC, NPR, and more. Find her online at kimberlybonline.com and brownleadership.com and follow her (@kimberlybonline) on LinkedIn, Facebook, Instagram, and Threads.

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Kimberly Brown Transcript

Pete Mockaitis
Kimberly, welcome back!

Kimberly Brown
Thank you so much for having me. I’m very excited to be here again.

Pete Mockaitis
Well, I’m excited to chat. We’re talking about reputation and legacy. Could you start by sharing what do you think is the top mistake most people make when they’re thinking about building reputation?

Kimberly Brown
I think the first big mistake folks make is that they think reputation is just tied to execution. And I think, earlier on, I think folks are just really focused on task execution, “I got A, let me finish it. Okay, now we’re going to do the next thing. Now we’re going to do the next thing.” And they don’t think about the personal side of their reputation, how people feel when they’re around them.

And then I think the other side is exactly the opposite. Some people think that their personality, that the relationship can supersede not doing great work. But I think that not doing great work catches up over time. And people are always surprised when that happens. Like, “Oh, I know, but we were so good. Like, I thought we had a great relationship. Like, we get along.”

But it’s like, “No, they can’t trust you because the work quality is poor.” I think it always ends up being on both sides of the coin, that people don’t consider bringing both of those together. You have to do great work, but also have the great relationships and how you make people feel matters in that reputation as well.

Pete Mockaitis
Tell us more about how we make people feel. It’s interesting because I totally know what you mean, in that working with some folks is a delight and working with others isn’t. And it’s not that folks are being total jerks. You know, there’s no screaming or outrageously, clearly, bad problematic behavior but, overall, there are vibes in terms of, “I really enjoy being on that team, and I really don’t enjoy being on that team.” So, what’s behind the vibes?

Kimberly Brown
So, I think when we break down executive presence, I think that’s where it comes in. And, again, this is another term that people here, don’t necessarily know what it is. But when I teach executive presence, I say that it’s the gravitas, it’s communication, and it’s your appearance. And the vibes you’re talking about is that gravitas. And I think that’s the most confusing part about executive presence.

But that gravitas is your approach. It’s how you talk to people. It’s how you interact. It’s how you respond to positive and negative feedback, how you give positive and negative feedback.

When I think about someone who really has that gravitas, it brings me all the way back to college. There was a, I think she was a provost at the time at the university, and she used to do these meetings with student leaders. And students would come and have these grandiose ideas of all the things they needed to do.

And it was the first time I saw someone get turned down, but it felt good. Like, it was clear that she wasn’t going to move forward, clear that she didn’t like the idea, but the way she thanked them for giving their feedback, the way she acknowledged their presence and allowed them to speak within reason about whatever they wanted, that was the first time.

I didn’t know it then, but I always kept that in mind that you could say no and it doesn’t have to be nasty. It doesn’t have to hurt someone’s feelings. And I think about that in the workplace when we think about how people feel. When I talk about your brand, I think about the moments people have with you.

So how do people experience you when you’re having a really good day, when you’re running late, when you just got terrible feedback and now you have to show up in another meeting, when you are giving feedback to someone who’s doing well, someone who’s doing poorly, when you are being super casual. I think a lot of folks mess up their reputation sometimes when things get a little casual after hours, happy hours, conferences.

I used to do a lot of work with sales organizations, and we used to joke at sales events, it’s like, “Hmm, many people will have their job after this conference?” Because when people get casual and alcohol, someone always ends up losing their job because they did too much in front of someone who was super senior who they didn’t recognize.

So, when we think about reputation and how people feel around you, it’s like all of those moments that you create, related to your work and unrelated to your work, “What is their overall feeling in being around you?”

Pete Mockaitis
Well, I’m curious, do you remember what this provost said, did, that made rejections feel just fine?

Kimberly Brown
I think it was the acknowledgement. So, my master’s is in counseling. So that whole like building rapport, reciting back what someone says for clarity, she did that consistently. How she responded to good ideas and bad ideas were exactly the same. I think a lot of times leaders, when they hear an idea that’s bad, they’d be like, “Oh, yeah, no.”

But she still gave them the same respect. She acknowledged, “Thank you for sharing.” She recited the idea to make sure she understood it. Sometimes she’d even explain, like, “Well, why this couldn’t work.” Or other times, if she needed to like wrap the conversation, like, “You know, I will get back to you on that.” And she always did. She just knew in that form it probably wasn’t the time to go into a deeper explanation. She just always gave people the moment and didn’t rush them.

Pete Mockaitis
You know, I’m thinking of the kookiest things connecting in my brain here. So, are you familiar with Nathan Fielder, the comedian?

Kimberly Brown
No, I’m not.

Pete Mockaitis
Well, he’s got a show called “The Rehearsal.” And so, it’s just thought-provoking. And he was exploring how people are interacting in different contexts and, specifically, in cockpits with co-pilots, and why the co-pilot doesn’t speak up when the other one’s making a terrible error. And so, it’s comedy, but it’s also like kind of high stakes.

And so that’s what he likes to do. He likes to confuse everybody with, “What are we doing?” But he had a situation where he was seeing how it is possible to reject people, but them to feel okay. And so, he is videotaping all this stuff and seeing all of these judges rejecting people for like an American Idol-type singing contest.

And it’s fascinating how it’s quite possible to do that. And he had a transformation where, and he gave a little speech about, “Hey, you know, unfortunately, we can’t make you move on, but I want to congratulate you because many people have this dream, but they stay in bed and you came out here, you waited in line, you showed up.”

And it was kind of inspiring in terms of, “That’s true.” And we all have that ability to take the other perspective and bring some good feelings and some acknowledgement about where folks are coming from, and what’s great about what they put forward. And it’s easy in our busyness to just kind of totally overlook doing that.

Kimberly Brown
Every single time. I tell folks, so many conversations in the workplace, we just need to slow it down. We just need to slow it down. We don’t give, especially tough conversations, the time that’s needed to do any of those things. It’s always like, “Oh, nope, onto the next. You did it wrong, fix it. It’s due tomorrow, figure it out.”

And if we give people just a little more time, not every situation is high stakes. I always tell people we’re not saving babies all the time. Like, the fate of the world is not in our hands nine times out of 10. Even if we feel like it is, most of the time it’s not, unless we’re like a doctor, right? So, we can slow things down a little bit to give people a little bit more time and give them a moment to process to feel the feels and then come back to the conversation later.

Pete Mockaitis
Okay. Well, so can you share some specific actions that folks who are proactively thinking about their reputation, their legacy, and they want to make it great, what should they do in terms of surfacing these blind spots or some top best and worst practices to implement?

Kimberly Brown
Definitely. So, number one, I’d start with reviewing all the information you currently have. If you have formal performance appraisals, if you have anything documented, go through and really try to read it with an open mind. Now, I will be honest and I’ll be candid in that I know some people feel like the performance appraisal process doesn’t actually give them the thing. So, if you’re one of those people, just go right on to step two.

Step two, I want you to reach out to people who interface with you and your work. And I want you to think about various levels. So, I want top. I want people who are more senior than you, people who are at the same level, and people that are more junior. Because your reputation could be different at each level of how people see you based upon their experience.

And I want you to ask them simple questions. If you can do it in a meeting, even 15 minutes, that’s great. Some folks, they may want to do it over email. Some people I’ve seen do an anonymous Google Form, just so people can write in, “Can you describe my brand to you in three words? Can you give me an example of a situation that I handled really, really well, or an example of a situation that I didn’t handle so well?”

Other folks may like to do a start-stop-continue exercise and apply that to themselves. So, what do you need to start doing in your career and in your job? What do you need to stop doing? And what should you continue doing? So, essentially, what are the good things you’re already doing? So, when you get your feedback from either, you know, step one step two or both, and then I want you to sit and really think about, “Is how you’re showing up, is how people describe you congruent with where you’d like to go?”

One of the things I share with folks is how people describe you needs to be congruent with not only where you are, but aligned with the next logical step. People need to already see you there. So, if it’s congruent, you’re like, “Oh, how I feel like I am, what I want to do, this is aligned, great.” If not, we need to understand what those gaps are.

And then the last step I’d say is it’s time to connect with either a mentor or a coach of some sort. If you’re really conflicted and not sure what specific moves that you should make, this is a great time to bring all of this data, bring all of this information to a trusted mentor or coach, internal or external to your organization, and really work through what are the specific steps that you can take to rectify any image issues that you have.

And I think the secret that I tell folks who I work with is that when there is a gap, we have to think about, “What are the experiences tied to that gap?” So, for example, let’s say your reputation is aligned with being really short with your junior-level staff. They don’t feel like they’re coached by you. They don’t feel like they know who you are. They don’t feel mentored. They just feel like you are a task executor, “Do this, get out. Do this, get out.”

Then you’d want to think about, “So what are the moments that I’m interacting with my junior-level staff? And how can I provide a different experience in each time I’m interacting with them?” So, is it giving more time in your one-on-ones? Is it doing a little team outing? Is it scheduling dedicated career conversations?

What are the moments you need to kind of change what your image is, change what your reputation is, and then consistently do that, right? Because it’s not one time. It’s not something you can do one time and everything’s great. Someone needs to see consistent improvement in order for your reputation to actually change.

Pete Mockaitis
I want to zoom in on the simple question part. What are some best practices to make sure that folks actually give us the input and it’s actually true and real?

Kimberly Brown
That’s a hard one, right? And the caveat I’d always say is that every organization has a different temperament for feedback. So, I think that it’s best if you have a good relationship with a person, and you can really sit down and really position the conversation of, “I’m really working on my personal brand, and I’m working on bettering my reputation here. I really want to have an open and candid conversation about your experience with me, and make sure it’s as specific as possible so that I’m able to make some changes.”

So, I think setting the conversation up so someone knows that this is a safe environment for them to provide feedback. This is informal feedback. This is something that you’re taking upon yourself. I think that written feedback sometimes can be hard to get. It’s hard. People sometimes don’t want a paper trail of saying, like, “Hey, well, you messed up in this meeting. And in that moment, dah, dah, dah, dah, dah.”

So, if you can have a conversation, even if it’s like a brief 15 minutes, and lead, try and lead as much as possible with giving them both positive and negative, “So, what are two characteristics about my brand that you’d say are positive, and two characteristics that you feel like need improvement? What is one situation I did really well? What is one situation where I did really poorly?”

And then kind of dig in, “So, what was it about that situation where I did poorly? What would you have liked to have seen? What behaviors would have been more helpful for you?” So, it’s kind of giving those follow-up questions to gracefully lead the conversation to get the information that you need. Getting feedback is probably one of the hardest things to get in the workplace, especially really specific, tangible feedback.

Pete Mockaitis
Well, absolutely. And I’m imagining that many of the people you’re having this conversation with are like, “Hmm, no one has ever actually done this with me as a conversation, outside of formal channels, in terms of, okay, sure. We have our regular performance review and this is a thing that happens. But in terms of here is, say, a peer, or even a more senior individual that I report to.”

I guess, as I zoom into that conversation, I’m imagining folks could quite likely have all sorts of guards up and not really give you the raw, dirty, ugly truth about yourself that you really need.

Kimberly Brown
Absolutely. I think that the basis, I think, for these conversations, it’s great if you already have an existing relationship. Ideally, you need some type of relationship because you’ve been doing work and they can answer questions about you. In the most ideal world, it’s someone who works with you frequently.

So, while the conversation is new, you can’t ask someone who really has an interface with you, someone who’s only managed you for a short amount of time. And I think it also could say something if people aren’t willing to have this conversation. So, then you got to keep on poking and try and find some folks who can. Find some folks who would like, “Do you know why so and so probably wouldn’t want to have this conversation with me?”

Pete Mockaitis
Could you tell us, perhaps in some good detail, a tale of someone who did just this and what they discovered and what they did differently as a result?

Kimberly Brown
So, I had a client of mine who is currently a director in big finance, and she was looking to move into a vice president-level role, which was a really big leap at that organization. And she had applied for, I think, two other VP roles, but things just weren’t landing. She was top two, but didn’t get the final offer. And she really had a hard time, again, getting feedback, asking like, “Was there anything else that could have been better?”

Asking the interview panels, asking people who were connected, and she wasn’t really getting anything tangible. It’s like, “You know, this person just was a little bit better or had a tinge more experience here.” It wasn’t anything that was like, “Why didn’t I get it?” It felt like they kind of tossed a coin and just decided on the other candidate.

So, when she came to me, she was very frustrated obviously, because going through these big searches, and the more senior level you go, the more time you invest multiple, multiple rounds of interviews and presentations, so she was exhausted. So, we kind of did what I call like a speaking tour or a listening tour about her.

We made a list of the key areas where she wanted to go in the organization, and there were two main areas. And then we took about 60 days for her to start to schedule conversations and ask some of the pointed questions, like, “What do you know about my brand? What have you heard about my brand? What do you feel is crucial to what you need in this level of the organization? If a role were to open here, what would you be looking for?”

And the combination of asking pointed questions about her and pointed questions about the organization and the type of roles that she’d be interested in, we were able to essentially take all this information, and be like, “Okay, this is how she’s seen. This is what’s needed.”

For her, in particular, people felt like she didn’t have deep relationships. That role was heavily rooted in the organization where a lot of people needed to know that individual. She had to collaborate across the organization. And while people knew her, they felt like she didn’t essentially have roots, or her roots weren’t deep enough in the organization. And it was based on her conversation.

When she’d go into meetings with folks, she kept a very high level, very at the top, top, top, so people didn’t really see her depth of knowledge, understand her relationships. So, she wanted to stay at the organization so we spent some time really mapping out where her relationships needed to be, being much more strategic about more casual conversations, not just when there was a task at hand, so people were really able to get to know her. And she was able to make that transition in about six months.

Pete Mockaitis
Yeah, and what I love about that is that’s the sort of underlying root cause you’re going to have a hard time just stumbling into. Like, you’re either going to have to have someone who’s really looking out for you, say, “Okay, hey, here’s the deal…” You know? You just got to get lucky in terms of that, or you’re going to have to, as this person did, proactively pound the pavement to see what’s going on.

Kimberly Brown
Absolutely.

Pete Mockaitis
Because that is a factor, that it’s real, but it’s a little bit difficult to say, and even feels risky in terms of like, “Oh, so you just like the other person more than me.”

As opposed to, “Well, hey, know what? You made some mistakes on this thing and that cost us a lot of money.” Like, that’s very open shut, you know, clear cut, as opposed to this fuzzy, gray zone, nebulous stuff. And I imagine that that’s the only way you might ever surface it is if you really get super proactive and, as you said, a listing tour, we’re getting after it.

Kimberly Brown

A hundred percent. That’s why I say you want to talk up, down, across, like, so you can really get some good facts and start to hear.

I think, in business, we joke and call it a swipe file. So, as a business owner, when you want to launch a new service, you need to hear “What do your customers want?” And you start to swipe their words so that when you market, you can throw those words right back out at them, and they’re like, “Oh, my God, this is exactly what I need. How did you know?” It’s like, “Oh, because I was listening.” And you take all those things.

But I think, as professionals, we need to do the same thing. What is like the common thread, even if it’s said in different ways, but it still means the same thing? How can we figure out what that thing is so we can change our reputation and align with wherever we’d like to go next?

Pete Mockaitis
Okay. Well, so let’s say we’ve deduced, “Okay, here’s the thing,” what are some of your top tips in terms of getting the buzz, the reputational associations of you to transform, “Well, hey, before, Pete was this. But, you know, now I’m really picking up this other side”?

Kimberly Brown
It’s really about figuring out what are the experiences that are tied to whatever that gap was. So, if we take it back to this client of mine, she needed to have more one-on-one meetings that weren’t just like, “Execute on this task.” Because people only knew her as the functional expert in their area. They didn’t understand that, “No, she’s ready. She’s ready to be over a much larger room and she understands all these different areas.”

So, we had to kind of look around, and be like, “How can we have more conversations, career-based conversations, more casual coffee chat conversations, as well as like tactile conversations?” And that’s how we kind of set up. Because we thought about, “How many experiences, how many moments do people need to change their reputation or change their brand?”

I wish there was a science, where I think in marketing, they say someone needs to see something seven times to know that it happened or understand that, like, something was done.

If they’ve been seeing you as A, A, A, A, A, but now you’re A and B, they need to see it for whatever amount of time. And all of these different things come into play.

If you’re someone who has a very visible role, you may need to just go to that one conference and speak and people see and feel the difference. But if you’re someone who’s kind of behind the scenes, it could be a little, like little micro moments that need to happen over the course of six months or a year for someone to understand like, “Oh, huh, Pete’s different. He’s very different. Like, before he used to do A and now, I always see him do B. Like, wow!”

And, especially, layer on more time if you’re someone who’s made a mistake and that’s attached to your brand. I see that a lot when people have a reputation that’s aligned with not being diligent or not being strategic, someone who makes a decision but isn’t able to see, “Oh, it would have gone bad if we did this instead of that.” Those folks, especially where they’ve had that bad moment, it takes a little bit longer.

Pete Mockaitis
Now when you say, “Oh, Pete was just A, but now he’s A and B,” could you give us some more examples of reputational deficiencies that folks have uncovered from this diligence and how they rectified them?

Kimberly Brown
So, I’d say one of the biggest, the hardest thing to change in the workplace is someone who has been an individual contributor and wants to be a manager. Generally, and especially if you have not had management-level experience, it’s like, “How can you become a manager if you haven’t become a manager?” That’s what people feel like.

So, for that individual, I’d say one of the reputational deficiencies they need to work on is, “How can they at least manage projects? How could they manage their workload better? How can they manage cross-functional teams? So maybe they don’t have a direct report, but it’s people seeing them interact with multiple people across the workplace.

Another deficiency I often see is someone who lacks being strategic, who isn’t able to do that good, better, best. They just kind of make a decision and they just hope it works. And when it doesn’t, then everybody has an idea, but they weren’t able to see that ahead of time. And for them, it’s really slowing down, and allowing people to understand how they did the work.

And in the workplace, I tell people it’s very similar to long division and being able to get partial credit when you were a kid. It’s, “Can someone understand your train of thought and how you got there?” So maybe you didn’t get the right answer, maybe things went wrong, but when someone can understand that you actually went through the steps and it wasn’t just shooting from the hip, that’s also really helpful.

I think the last example I’ll give is also someone who has been shy, someone who’s been behind the scenes, someone who doesn’t share their ideas, someone who doesn’t show that they have an opinion. I think, again, it’s finding those moments, “When can you insert yourself? When can you speak up in rooms you haven’t spoken in? When can you ask for moments to kind of have the light shine on you just a little bit?”

And, I think, for introverts who have no desire to say anything but know they need to, I try and work with them and coach them through planning for those moments, like, “Don’t just expect that it’s going to come to you and, all of a sudden, you’re going to know the right thing to say.”

If you are someone who’s an introverted and shy too, the moment may not come. You need to plan and prepare like, “Okay, in this meeting, this is generally how the meeting flows. This is where I’m going to insert myself, even if I have to clear my throat to get people to pay attention.”

Pete Mockaitis
Well, and what’s cool is if you are behaving so starkly opposite of a way that you have historically, it may really be sort of shocking or head-turning in terms of, “Huh?” in a great way in terms of, like, it’s making a strong impression. So, I guess we don’t know the magical number, but if it’s a really 180-type of shift, it might not take that many of those like, “Oh, okay. This is how it is now.”

Kimberly Brown
Absolutely. I think that the bigger the moment, the more the magnitude, sometimes it takes a little less. Folks may want to see it again though, just to make sure it’s consistent, especially if we’re thinking about like that public speaking. Don’t think you’re going to speak out at a town hall one time and then you’ll get promoted. They need to know this is a part of who you are.

Pete Mockaitis

Well, talking about public speaking, you speak about thought leadership as being tremendous for folks’ careers. Can you first define what does thought leadership mean? I lead thoughts, Kimberly, what does that mean?

Kimberly Brown
So, the way I think about thought leadership, it’s not the way that we think about it in terms of like being a John C. Maxwell or a Michael Hyatt or Brene Brown or Oprah Winfrey. When we hear thought leaders, we think of these like big greats who have these massive brands.

But I teach professionals that thought leadership is really you having a way of doing things, having a methodology, having an opinion that is both respected and influential in your organization. And I think it’s one of the hidden factors that help people get into leadership, that people want an opinion.

I explained it today for someone on my team recently, I said that thought leadership is two people of the same position. One of them is invited to the meeting, the other one wasn’t because you don’t need the two people there. But when that meeting happens, they’re like, “You know what? Can we get so and so to join this meeting? I just want to hear what they have to say on this. I think that how they would approach it would just be interesting.”

And if those two people are rated the same, both great at their job, it’s like, “Well, why didn’t you let person A talk about it? Why wasn’t it okay, because that person was there?” But they’re like, “No, no, no. Call B. We need to talk to B. Like, we just need to hear what they think.”

That is, generally, what thought leadership looks like in the workplace. It’s having an opinion, having an approach, having a methodology that people know, like, and trust, and they want more of. And I think it’s important that people start to cultivate a way of doing things that is unique to them, that they can maximize and share.

Pete Mockaitis
That’s really great. We had Kara Smith Brown on the show, and, it’s funny, you mentioned these huge names, like, John C. Maxwell, Brene Brown. And I think Kara Smith Brown, as far as I could tell, is one of the preeminent thought leaders when it comes to the sales and marketing of B2B logistics-related products and services.

And so, I mean, there’s a niche, and she’ll point out that she has a point of view in terms of she’ll say, “Well, hey, do you own the email address of everybody in your related market?” And that’s a thing that’s kind of unique, like, “Huh? What do you even mean? How would we do that? What?” And so, she’s got that.

So, she’s got a niche and she’s got a point of view there. And it makes it such that, if you’re considering sales and marketing-related questions in the logistics industry, you very well would say, “It’d be great to have Kara in here right about now.”

Kimberly Brown
Yes, indeed.

Pete Mockaitis

And so, you can have a niche of a niche of a niche in terms of, “This software platform we’re using for this issue in this business, by golly, Kimberly knows the insides and outs of it. So, she should probably be in any meeting where we’re discussing tinkering with it.”

Kimberly Brown
Thought leadership is, I think, a combination of unique viewpoints. It could also be like a deep knowledge in something. So, I think my last corporate job, I served as the director of Diversity Talent Acquisition Strategy. It was an inaugural role at a Fortune 100 company in financial services.

And I remember, if anyone was talking about diversity recruiting, talent acquisition, they would call me. I’d be in one meeting and I’d get a Slack message, “Can you leave that meeting to come to this meeting?” There was no conversation that happened where I was not called out to speak about it because of my knowledge.

And, at that time, it was new. It was something that was so important. People were like, “Oh, no, we need to do this.” And I would get pulled out to talk about the thing. It didn’t matter how big or how small it was. I think it could be knowledge and it could also just be a point of view.

I know, for me, in the career space, I get called in when people want to talk about building reputation, they want to talk about visibility, they want to talk about being a better leader, being a better manager. That’s what people know me for. Everyone has to have like their little thing.

Pete Mockaitis
Indeed, we do need to have our little thing. And it seems that you’re unlikely to have your little thing unless you proactively, thoughtfully, try to identify something distinctive and go deep into it. Because I can imagine it’d be quite possible to just be a great team player and say yes to anything and everything that people want your help with. And then what are you known for? Well, kind of nothing.

Kimberly Brown
Yeah, I call that being like a Jack or Jill of all trades and a master of none. You’re just that go-to person. And I think there’s a point where it’s good to be that go-to person because you learn a lot of things, you meet a lot of people, you have a lot of great relationships. But I found that those folks have a hard time getting promoted.

So, if someone has their sights on climbing whatever proverbial corporate, non-corporate, nonprofit ladder, whatever ladder they want to climb, those folks have the most trouble because people, as you get higher up, people become specialists naturally. They manage a smaller area. So, if you’re attached to all these things, it’s sometimes hard for someone to see you doing the one.

Pete Mockaitis
Well, any pro tips on how we become amazing at a thing that’s distinctive?

Kimberly Brown
I think start thinking with what you like. Start thinking about what you like. Think about what makes you feel good. Like, the title of my book is Next Move, Best Move: Transitioning into a Career You’ll Love, and something I always say is that, if you love your work, it’s a lot easier every single day. And it’s not that you have to love it like you’re like, “Oh, my gosh, I would do this every single day. If I won the lotto, I would still keep the job.”

But I believe in there being an element of happiness and love for your job because we spend 40 plus hours a week at work every single day. So, if you don’t like it, I’m pretty sure your life kind of stinks too, because we can’t make up that big of a block of time. So, I think start with what brings you joy. What are you excited about? What comes easy to you? What are your strengths?

I always tell folks, like, imagine if you were building a career where you got to strengthen your strengths every day. I think, earlier on, I felt like when I worked in higher ed back in the day, when I learned career coaching, we’d always talk about how do we address the weaknesses.

But I’m like, “Imagine if you didn’t have to work on the weaknesses. Like, if they weren’t mission critical to your job.” Like, for me, I am not a data person. If you want to see real tears, start talking to me about Qualtrics, Excel, SPSS, turning the graph into a chart and bringing it to a deck. Mine doesn’t work like that no matter how many tutorials I watch.

I had just decided I’ll hire someone to do that. Even when I’ve worked in corporate, I’m like, “I need an analyst. Someone, who their role is to do this, that’s not what I do.” But my thing is strategy. I’m really great at making a strategic plan, finding whatever the problem is, and building out the roadmap, “How can we solve this?” Whether it’s resourcing, infrastructure, people, “What is it that we need to solve this problem?” I can build up the plan, resources and execute it. That is my thing.

That’s where I spend most of my time. If I had a job, I would never put myself in a position now where I’d be in analytics all day. I’d be miserable. It’s also just not my strength.

Pete Mockaitis
All right. Well, now could you share a favorite quote, something you find it inspiring?

Kimberly Brown
I believe it’s by Earl Nightingale, and it says, “Your problem is to bridge the gap that exists between where you are not and where you’d like to be.”

Pete Mockaitis
And a favorite tool, something you use to be awesome at your job?

Kimberly Brown
I’m a little old school. I use a combination of ClickUp and a paper planner.

Pete Mockaitis
Okay. And is there a key nugget you share that folks really love and quote back to you often?

Kimberly Brown
Create a career that creates opportunities for you. I want professionals to have a career that by the function of who they are, how they show up, and what their goals are, opportunities come back to them. It’s not always this rat race of applying for the job and trying to get the opportunity and fighting for it. But who you are, your reputation, your level of visibility, attracts opportunities that you get to benefit from and enjoy.

Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?

Kimberly Brown
They can go to KimberlyBOnline.com or BrownLeadership.com.

Pete Mockaitis
Okay. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Kimberly Brown
I would want them to, at least, ask one person, what are three characteristics they would use to describe how they show up every single day at work.

Pete Mockaitis
All right. Lovely. Kimberly, thank you.

Kimberly Brown
You’re very welcome. Thanks for having me.

1115: How to Earn and Keep Your Next Promotion with Mark Thompson

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Mark Thompson reveals the principles of readiness that he’s used to help aspiring CEOs get the top job.

You’ll Learn

  1. The one behavior that makes you more CEO-like
  2. Why to take on your boss’ problems
  3. The question that dramatically improves your appeal

About Mark

Mark Thompson is a globally recognized authority on CEO succession, executive readiness, and high-stakes leadership transitions. He has led more than a hundred board-level engagements to prepare C-suite successors to step confidently into enterprise leadership. He is the founding chairman and CEO of the Chief Executive Alliance and the CEO Leadership Plan Review (LPR). Previously, he served as chief executive of the CEO Academy, a SHRM company, in partnership with Wharton and McKinsey.

Earlier in his career, Thompson reported directly to founder Charles “Chuck” Schwab, serving as executive producer of Schwab.com, the first large-scale digital platform for online investing. In 2021, he was ranked by Marshall Goldsmith as the #1 CEO Coach, and in 2023 he was inducted into the Thinkers50 Coaching Legends.

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Mark Thompson Transcript

Pete Mockaitis
Mark, welcome!

Mark Thompson
Hey, great to be here. I love your work.

Pete Mockaitis
Thank you. Well, I love your work. I’m excited to talk about becoming CEO Ready, or just advancement ready, in general. But first I got to hear, you are the guy who calls Marshall Goldsmith regularly, asking him key questions. Tell us about this.

Mark Thompson
I mean, there’s nothing more powerful than to be held accountable about something that is your goal, and yet we don’t follow our own goals. So, we will set up a prompt that will be about, in his case and mine, “Did you do your exercise today? Did you tell your spouse that you love her? Do you make sure that you’re reaching out to your kids? Have you made progress writing the book?” “Oops!” Well, you can only lie about that for so long to a good friend.

So, there’s nothing better than to have kind of that loving critic in your life who is sharing with you the time, the kind of the precious gift of saying, “Hey, I’m going to support you. These are your goals, though, dude, because you need to show up for them.” And so, that’s what we do. We’ve done that for many, many, many years. And people will ask us, “Well, aren’t you guys supposed to be like master coaches?” And it’s like, “Well, it’s called a practice, whether you’re a musician or anything else.”

And so, what is so interesting is how you drift, and we all have that. That’s something we all have in common. So, think about that like personal board of directors or a set of people that you might think about setting up a series of goals that you’ve had for a while, and see if they can help you keep yourself accountable.

Pete Mockaitis
Well, yes, that’s exactly what I asked Marshall. It’s like, so you’re like the Mr. Top Dog coach here and you’re saying you have a person call you every day to say, “Did I do my best to…etc.?” And I thought that was pretty inspiring in terms of we humans can all benefit from some of that.

Mark Thompson
Also I love his framing because it’s not, “Did you accomplish the task of being happy? Did you make sure that all of these things were necessarily done?” It’s really more that life is about making progress, isn’t it, towards your goals? And so, the idea there is “Did I do my best towards this particular objective? And am I making progress?”

I mean, that’s what makes a life worth living, is when you kind of feel like you’re making progress, not that you always have to have the brass ring every day. So, his inspiration really was something that, actually, very few people do, but it’s surprisingly powerful when you know you’re going to get that call.

Pete Mockaitis
Well, it is. Well, right now, I got a buddy who’s trying to lose some weight, and I said, “Hey, I want to try something out here. Maybe this will become a service I offer or build an empire to offer.”

Mark Thompson
Indeed.

Pete Mockaitis
It’s, “Send me a screenshot of your calorie-tracking app every evening when you’re done eating for the day.”

Mark Thompson
Darn.

Pete Mockaitis
Yeah, sure enough, it’s like…

Mark Thompson
Busted!

Pete Mockaitis
Yeah, he knows it’s coming. And so, you know, most days there’s a pretty solid caloric deficit. And so, that’s brick by brick, that’s how you build the thing.

Mark Thompson
It is. And, you know, it’s not about being perfect. It’s about making progress. So, I really admire the idea that, if you can be coachable enough to just take feedback, not on the other person’s goals, but on yours, that’s the thing that’s amazing about it. Marshall and I, for about 700 hours during the pandemic, we had these small groups that got together, and they were at all levels, all incredibly interesting people, highly accomplished actors, celebrities, CEOs, people from all walks of life.

Well, you know, it doesn’t matter whether you’re the most entry-level executive, or you’re a person working in a call center, or a teller at a desk, it is common to all of us to aspire for things that we’d love to accomplish in our lives. And yet, without that accountability partner, we don’t actually make that kind of progress or set aside the steps or time for it.

So, I couldn’t be more excited about the fact that we’re talking about this today because that’s probably the single most effective thing we could do to be even showing up awesomely in our job, is to, let’s say, just for a moment, let’s do a little check in. We’ll do a feed forward, “What could I be doing to make your life easier, boss?”

She or he is being judged by their bosses. It’s hard to feel empathetic about that, but they also have the same nerve-wracking transitions and reviews and feedback that they’re getting. So, hey, could we go and actually ask, “How could I make your life better today? How could I make it easier? How could I do a better job of showing up for you?”

Also, with your peers, this is a way to be kind of, in a sense, CEO-like. When I’m coaching CEOs to be ready for the job, they’re highly accomplished people. They’ve been doing a lot of successful impact in their companies or in the industry. But what’s going to really separate them apart is whether you’re willing to really help the organization move ahead, whether it’s your boss, your board, or an entire community organization.

So, this idea of actually doing the check-ins, people are astonished. They’re astonished when you’re asking them, “How can I do a better job of showing up for you?” That alone gives you disproportionate and outsized points with people, “I never thought Mark would, really? He’s not going to improve at that.” Like, “Well, how could I be a better listener, honey?” “Wait, what? You’re asking me?”

And so, I’d say that that ends up being, it’s disarming as well as empowering. And the good news is you don’t actually have to do all of that stuff. You can prioritize, right? Asking is really worth it.

Pete Mockaitis
Yeah, certainly. And I am a big believer that I have been asked before and I have been the asker, and it’s magic, it’s like, “Oh, well, thank you so much. Well, let’s see.” And it’s very beautiful.

Mark Thompson
It is.

Pete Mockaitis
So, let’s talk about your book, CEO Ready. You’ve coached a bunch of folks and you put together this book. Can you tell us any particularly surprising or counterintuitive discoveries you’ve made about us humans and becoming ready to take on the CEO job or just a bigger job?

Mark Thompson
Yes, I think that latter question is really what makes this the most profound surprise for me is because it ends up being relatable at all levels. Whenever you’re trying to, maybe, acquire the next level of responsibility, or step into the next role, or even be noticed and attractive for that next role, it’s important to do exactly what I’ve learned the titans of the world do when they’re being considered for the biggest job of their lives, running the biggest companies in the world. The very same attribute.

And it’s interesting, they often have a harder time than the most of the rest of us might because of the level of success that they’ve had, and that maybe overconfidence that they have in thinking that they’ve arrived at becoming a CEO as a destination. Your next promotion isn’t a reward for all you’ve done. It’s an opportunity to learn how you can now contribute at a higher level of skill.

In other words, the biggest surprise I learned is, no matter how far you’ve come, there’s always a little bit more to learn. And if you’re willing to ask, and if you’re willing to invest the extra time, effort, and humility to get better, that’s what you need to be promotable, to be attractive in that next job. That humility is attractive and disarming, very much like getting feedback.

And here’s the twist on it. It’s not that you’re humble because you’re afraid. It’s not that you’re humble because you don’t want to get out of bed because it’s too risky. That’s not the kind of humility related to fear. The humility has to do with being curious about what will it take to be successful at this next gig.

Pete Mockaitis
That’s right. Yes. And I see that connection between the humility and the curiosity is because, implied with the, “What will it take?” is the underlying assumption that, “What I’ve already been doing is not exactly perfect.”

Mark Thompson

Yeah, “I’d hate to think about it that way, so I don’t.” And if you do, the interesting thing is you get huge points for that. It’s one of the things that really differentiates people. Corie Barry, when she was being approached to think about being the CEO candidate, walking in the legendary footsteps of her predecessor who had rescued Best Buy as a Big-Box store, when he approached her, she sent him a seven-page expose, saying, “On the first page here, this is how I could really get the idea that I should be CEO, but I needed to work on these other six pages.”

And instantly almost, the board and he said, “You’re our gal.” The typical response for most folks is to either celebrate with arrogance, or celebrate with maybe denial that we have stuff to work on. And that we’re not quite ready. That’s the reason I really frame this as, “Are we ready for this?” It’s a matter of always preparing and practicing, and then having that sense of inquiry that allows you to understand what’s going to be needed next in that job.

I think a lot of people think that, as they go through their career, it kind of adds up to the next job. And now what you need to also is be kind of reaching and thinking about what is it going to take to be successful and to contribute success for your organization in that next role. I think that’s the difference, “Is it owed to me? Do you deserve it?” Probably.

“Are you ready?” No, because you don’t really know what’s going to be needed. It’s not that the boss who leaves even needs a mini me. They probably need something mini better. And that would be what, really, we found is kind of it’s both an enabler and it’s almost a secret career killer. It’s a blind spot to say that we were kind of avoiding it, being able to be talking about, “What do I need to learn for this next job?” It’s actually something that’s admired usually by leadership.

Pete Mockaitis
Well, I love that a lot. We had the CEO of Korn Ferry on the show, Gary Burnison, and he talked about that very same concept. I think he might have called it, was it leadership agility or learning agility? One of the top competencies associated with successful executives is just this, like, “Huh, what do I need to know and how do I learn it?” And by being not a know-it-all, but a learn-it-all, you serve yourself very well for advancement.

Mark Thompson
Right on. I’d say that ends up being something that differentiates you from the crowd. And then also this idea that we’ve been talking about here, which has to do with being interested in making your boss successful, “What are really the attributes that has made that individual able to get through their reviews? And how are they being rated? And what’s their span of control?”

Because then, you can also do something that you’ve been hired to be in your swim lane, but to be really interesting for the next role, you need to think about all the swim lanes that would be under the responsibility of the job that you would get if you were promoted.

And so, to think more expansively and empathically about what it will take to be successful in that next job, in addition to your current one, is something that aligns you, really, as being an easier pick. They’d rather have an internal person who’s got that context and then has had the extra temerity to put in the effort, run some other drills so that they’re ready for that next job.

It’s usually something that we think is a privilege or a prize, and it’s really more matter of actually earning it again, which is why our subtitle is how to earn and keep it, is because what’s needed usually for the next person in the job that you might get promoted into is probably not everything that that person currently is doing. It’s something else, something more, something different.

Pete Mockaitis
Well, and keep it is striking. I believe that there is some spooky data associated with, I don’t know if you want to call it a bounce rate, but people rise to CEO and then they exit kind of fast. Can you unpack this?

Mark Thompson
Boom. It’s been happening at a higher rate than ever before in history. The other thing that really led Harvard Business Review to approach Byron and I. Byron’s at NASDAQ, and he coaches boards and helps them. And I’m the guy who’s known to coach CEOs. And we’ve been seeing a turnover rate like never before.

And, in fact, if you see some of the research that they’ve done and others, the boards that pick a new CEO are often, half of them, are disappointed within 18 months. Not that they’re fired yet. And the level of activism, which are these kinds of shareholders who make a complaint that, “We’re not doing well enough as a public company,” will often, well, I’ll put it this way.

Five years ago, if you had a knock at the door from an activist investor, there was maybe a one in 20 chance that you’d lose your job as CEO. Today, it’s maybe 20% of the time. And if you’re at a big brand, it’s 40% of the time you’re out. So, it’s almost too late because they haven’t been expressing the alignment with all of their stakeholders, which is what we can all do at any level in our career.

This is what’s so portable about the principles of readiness that, think about all the people who have a say in choosing you for that next role, and think about all the people who have to be impressed or have to ratify the approval of you making an advancement, and see what you can learn about each of those responsibilities, each of those stakeholders.

For a CEO, it ends up being, “I need to learn about those shareholders and those pesky analysts and activists, and my board, if there’s a board of directors. I need, of course, to be better aligned with my CEO in whatever dramas she is going through or he’s going through. I need to know what the HR department’s doing, and I need to be able to think about my peers across the C-suite.”

In other words, if I’m in the job of CFO, I need to be thinking about my head of marketing and all the other people, the head of legal, the head of operations. They’re going to have to weigh in a little bit on voting me into office because I’m going to go from peer to chief if I’m lucky. And if I’m just a competitor. So, think about how, you know, often when at any level in the business, when it may be your first time manager, you are kind of, in a sense, in competition and collaboration with all of your other managers around you, your peers.

And if you’re to be picked out of the group, you can’t just be the one fighting for your own department. You have to be one who’s also seen as saying, “You know, Pete’s work is amazing, and I’m going to enable Pete’s work. I’m the better option. But I’ve got to prove that. And I’ve got to prove it to Pete, because maybe he’s not going to decide whether I get the job.” But it can often kill the prospects if you’re known as the person who’s just about me.

And so, thinking about your ascent when they’re banking the selection process is important, “How does this guy, Mark or Pete, show up compared to the others in terms of being able to play with others?”

Pete Mockaitis
Very well. Very good. Well, so I like your story about Best Buy a lot. Could you dive into another story that illustrates some of the principles and the best practices and the top things you recommend for folks, as someone who was maybe not so ready, but they dug in, they did some key things and away they went?

Mark Thompson
Well, you know, one of the people that I admire so much in technology is Cristiano Amon, who is the CEO of Qualcomm, one of the biggest chip companies in the world, known for patents, technical excellence, was running the biggest division of Qualcomm. What was so impressive about him when I did the 360, which is this idea that I’m suggesting that all of us who are listening to this program do, get some inputs from people all around you and see what you can do better.

And it’s interesting. He was actually the most insightful in self-reflection. He says that the job of trying to advance to the next level of responsibility is a job which means that you’re constantly, once you’re in your comfort zone, you’re now pushing yourself beyond it. I mean, once you feel like, “Well, we’ve got this stable. We’ve got this. Now we’re saying, okay, let’s take on more. Well, how exactly would we do that?”

And he had a wonderful way of expressing it. He said, “If you aren’t also trying to test to your edge of incompetence, I’m not sure you deserve to be here a year from now.” You need to stretch and say, “Okay, this is where I am today. I’m a mediocre trumpet player, but I just get my jollies every time I’m sent a sheet music that says intermediate from beginner. I’ve graduated. Everybody wants to be able to do that. What’s it going to take to push yourself just a little further than you’re comfortable?’”

Once again, I think we often can look at our careers as thinking we’ve done a lot of work, we’ve done it well, and we do deserve the advancement, that’s for sure. And yet this next job is going to be involving maybe getting out of your comfort zone in addition to being curious and then doing some skill building.

Pete Mockaitis
Yes. Okay. I like that a lot. Well, then can we walk through some key steps? So, we’ve got a mindset associated with humility and being of service and trying to help those who are higher-up succeed. And then if we’ve got that in place, what are some of the other top things you recommend we do?

Mark Thompson
Well, I’d say that one of the things that would be helpful is to think about yourself as a utility infielder. In sports, you know, that’s the person they throw onto the baseball field who can play more than one position.

So, if there are other types of opportunities, projects, collaborations with teams in other parts of the organization, in other words, kind of branch out across and see if there isn’t a way for you to get support from your boss to be able to help her or him with their reputation and the position of the department by supporting your division or having involvement in a new strategic initiative. So, you don’t have unlimited energy. You obviously don’t have unlimited time.

But to show the interest, I’d say that your punch list should be for this next year as we look at this wonderful year ahead, if there’s any resolution you had, it would be, “What else could I be doing in this current organization that would allow me to expand my experiences, my impact, my reputation? And what would those be?”

And what that does is it allows you also to test, “What do I really am interested in?” You’re going to try some things, “Oh, well, I don’t need to do that again.” Others, you might find as even another step in your career path. So, to be very intentional about setting your goals for the coming year to be one where you’re thinking about growing and getting noticed by expanding what you volunteer to do throughout the organization.

Pete Mockaitis
And so, there’s many directions, as you mentioned, that we might choose to take on and grow in. Do you have a top listing of the key things to demonstrate, or your book cover has a checkbox with a check mark in it, like the key boxes that we want to check and show others that we’ve checked?

Mark Thompson
Absolutely. So, number one is this idea that you’re thinking about the success of your boss, which we noted a moment ago. What is it that will make them successful in the year ahead? What is it that you could be contributed to that would allow them to be able to build their reputation? So that’s step number one.

Step number two is to really start to map some scenarios so that you can reach out across the department or other organizations so that you can get more experiences within that organization. Step three is to think about what kind of skill-building that might involve. Maybe you need to take an extra class. Maybe you’re going to learn something more about AI. Maybe there’s an opportunity for you to double down on a skill that you want to complete, which requires some fluency in something that you need to accomplish.

The next step is then to think about the stakeholders who are going to be making the decision, “How can I spend time with the people that I know who they’re going to ask about whether I should be advanced or not?” And start to find reasons to hit them in the cafeteria or go to lunch or spend some time with all those who have an impact on the decision that’s going to be made, those stakeholders that are so essential?

And then make sure that you are part of a regular feedback process in your organization. What I found, and you’ll see in the book, is that there’s at least two dozen types of psychological and personality assessments that people can take that are often brought in by the HR department to try to see, “Do you really have the temperament and the background that we need for the next job?”

This is definitely the case at the C-suite and the CEO level. There’s probably more tests out there than ever. And so, what I like to do is give people a sense of patience in undergoing that kind of activity of taking an assessment or getting some feedback. But it can be a gift because you can learn so much about yourself by using these tools.

You just have to calibrate for the fact that, when you do get feedback, especially from assessments, that it’s not necessarily an attempt to find the truth about you. It’s an attempt for you to become more self-aware of what perceptions you might generate in other people’s thinking about you.

Pete Mockaitis
Yeah. Well said. Well said.

Mark Thompson
In other words, it’s not the truth, right? I mean, when it comes to psychology, there’s never an absolute 100% correlation coefficient. It’s really more a matter of, “So, if I’m leaving the impression that’s like this, why are people having that perception?” If you can open your heart and mind to that, and it’s not easy, that makes you really incredibly accelerate your progress quickly.

Pete Mockaitis
Well, I like that a lot because many times the way these tools, these assessment reports’ outputs are phrased, it’s like, “Oh, on this dimension, on this construct, on this competency, you are at a 2.3.” It was like, “Oh, no, that’s a low number. I am bad at this.” Just to remember, “Ah, the assessment is not actually capable of telling me that I’m bad at this. It’s only capable of telling me the people’s perception of me on this.”

Mark Thompson
Thank you. Yes, exactly. Right. And I think that’s the interesting thing about integrating that feedback into your life, because you might feel that that’s a statement of the facts and that might hurt, the way you’re describing it. It’s interesting how perceptions are actually harder to change on the part of others than the facts are.

You can actually demonstrably become a better listener in meetings six, seven, eight times, and on the ninth time, blurt, interrupt, get short, and then they’ll say, “Yeah, no, Mark never listens.” And part of that is on you and parts on them because part of it is that it can be a little more convenient to stereotype each other, “And he just, Mark just talks and nobody listens. That’s just how he is.”

And then, “I don’t have to really, if Mark’s my boss, then I may not have to really invest in trying to find my voice and finding a way to speak to power and scroll up the courage to talk to that person.” So, it kind of lets them off the hook, because I’m just not a nice guy. The perceptions, too, also kind of stick for the reason that we don’t practice them with enough rigor and enough regularity.

That’s why readiness is really about a practice. I mean, you know, if you’re a musician or you play a sport or there’s some skill that you’ve developed, you’ve probably noticed that you get better when you practice it. And for me, particularly, if I don’t, I atrophy really fast. So, I think that ends up being the opportunity that most people are facing. If you want to be ready for the next gig, then practice and see how you might be able to show up differently.

Pete Mockaitis
Yeah. I’m curious, when you talk about this issue of perception, it’s tricky. We, human beings, we think what we think, we perceive what we perceive, we form opinions and judgments of others, and sometimes they’re accurate and sometimes they’re not. But, nonetheless, individuals’ perceptions will influence or decide whether or not we do advance. So, do you have any pro tips on just common mistakes that make other people think less of us that we should be on the lookout for to avoid?

Mark Thompson
Absolutely. And the context ends up being in the book, with respect to this notion of what you’re describing for really reaching out across, because if you’re going to be a chief executive, you’re going to lead a whole organization. The biggest blind spot ends up being saying that, “Because I was great at what I was doing in this part of the company, and I assume that I understand all the other executive functions in the company.”

And so, to be able to slow down and consider what is really the context in which people are expressing their value set or their needs based on, as I mentioned earlier, they might be the general counsel, they might be a lawyer, they’re going to talk a little differently than a chief marketing officer. They’re going to show up in a way that frames what they care the most about.

In the case of the lawyer, it’s probably, “Well, we need to be in compliance, and we need to make sure that people are safe, and that we don’t get ahead of ourselves.” And the marketing person was saying, “Yeah, but we need to reach everybody, and we need to be able to have impact, and we need to be able to light up people’s emotions,” and you’re both right.

And so, to the extent that you can start to be willing to learn a little bit of the language, and I talk about kind of conversational, you don’t have to be totally fluent in the language of all the other stakeholders. But I think what happens is that people will very much appreciate your interest in them. People appreciate when you ask about their functional area, when you are, we talked about curiosity earlier.

If you really show that, you get a lot of points in terms of their perceptions of your openness, your intelligence, and your appeal because you’ve talked about them, and you’ve talked about what they care about, and you’ve been able to explore in a deeper way what lights them up.

I wrote a prior book called Admired, which I have here, which is entirely about this, where we looked at the most admired people in companies. And what we found is that we all expect to be valued, respected, and admired for what we contribute. And we want to be valued, admired, and respected even for our intentions, not even what we’ve accomplished, but because we have good intentions.

And then we asked people, we did a national survey on this, then we asked people, “Well, how well have you come to understand what the people who you are relying on for that feedback, what they value, and what they’re interested in? I mean, do you know how they want to be valued and admired and respected?”

And the process of actually finding out what that is for your boss, for your peers, for the people who have impact on your boss, is an incredibly engaging and exciting prospect for…People love talking about themselves. They love talking about their journey and then, all of a sudden, they cut you slack when you share your point of view.

There’s very little of that. There’s not enough today, I think, in society of that kind of conversation of trying to understand. Steve Covey, who wrote, The 7 Habits of Most Effective People, and is famous for all of that, he used to always talk about, “Seek to understand before seeking to be understood.” And that would be game changer.

That would change the stakes, you know, “Once I’ve demonstrated that I’ve heard you and that I understand you.” I think people are reluctant to do that because I may have to, it sometimes implies that I agree with you by saying that I understand what you’re saying. And it’s not the case. And what I’m saying is, “I respect and admire and value what you’re saying. I’ll decide later whether I agree. But I’m not giving anything up.”

I think people think it’s zero sum that way. It’s either my way or your way. And I think if you consider, why it is people are thinking the way they are, why your boss is triggered by something, it’s probably because she or he is being judged by their bosses for something that you could help with that would get you promoted.

Pete Mockaitis
Right. And when you’re having these conversations to try to gain this understanding, are there any of your favorite go-to questions you love here?

Mark Thompson
One of the things that’s probably the most surprising is, “Who do they admire?” It’s interesting, when I asked you that question and I asked you to kind of form a picture in your head or your listeners right now, think about somebody that you really, truly value, admire, and respect, who you know, not just someone from history, but someone who touched your heart that you feel that way about.

And what’s nice about that is you can know a person really well and ask them, “I could ask Pete who I don’t know at all, ‘Who do you admire?’” Neither way would it be creepy. But it is actually rather intimate because people give you a very deep answer. They’ll talk about that mom who had endless patience, who supported the family and exhibited the kind of grit and effort to support to make this family successful.

And then you’ll ask them, “So, what is it about her that you’d like to be?” They’re almost always anyone you describe that you admire is someone who’s exhibiting attributes that you aspire for. And, all of a sudden, you ask this of a board member or your boss or someone that you can’t maybe say, “Could we sit down and have a deeper conversation about what drives you?” It’s like, “No, you’re not going to get that option.”

But if you ask who they admire, and really lean into it, people love talking about that person. And if you’re listening deeply, you’re going to find out that, “Wow, my boss really, okay, she really admires grit. She really admires the hours that I put in, maybe kind of even more than something else that I thought she needed.”

So, the people we admire is a metaphor for the goals and aspirations of the person you’re asking, which is something that we learned from our prior research. And it’s certainly true for great CEOs who go from having one boss, a supervisor, to 12 bosses, the board. And so, they have to do that with everyone, “Who do you admire? What’s driving you? What are you looking for in my job?” And those are the ones that get the job and keep it.

Pete Mockaitis
Well, thank you. Okay. Well, now could you share a favorite quote, something you find inspiring?

Mark Thompson
“You’ve got to be the change that you wish to see.” Often, that’s attributed to Gandhi. I don’t think that’s actually a precise quote from him. But to role-model what we’re seeking or hoping is a very hard and high standard to hold yourself to. And yet that’s what really is the most convincing.

If you’re going to be in a position, in a role right now, where you’re asking people to do things, well, how are we showing up that represents that so that ends up being a reinforcement, not hypocrisy? So, that’s one, I think, that’s very powerful in leadership.

Pete Mockaitis
And can you share a favorite study or experiment or bit of research?

Mark Thompson
Yes, we did a study on one of the most surprising attributes of who you can stand to work with. And many situations in which people work, collaboration is really, really hard. And one of the studies that was conducted by Bonita Thompson, actually at Vanderbilt, who owns the construct in collaboration, found out that you can actually work with someone you don’t like, but you can’t work for somebody you don’t trust, and there’s miles difference between the two.

Because there’s plenty of times where we’re working with people that we don’t exactly feel great about being with. You can’t always like everyone all the time. But if you feel like you’re in a situation where there isn’t that bridge of trust, that there isn’t kind of at least a mutually held trust that we’re both sharing the same goal, that’s an absolute game changer in terms of demotivating folks to work together.

I think a lot of folks find that surprising. It’s like, “Really? You can work for somebody that you don’t like?” I think that’s really important to understand, because the circumstances of work today are certainly stressful enough that that can often be the case.

Pete Mockaitis
Yeah. And a favorite book?

Mark Thompson
My favorite book was Contact, actually.

Pete Mockaitis
Oh, about the aliens?

Mark Thompson
Yes.

Pete Mockaitis
That’s fun. So, I was like, “So, is that about networking or building relationships?” “Oh, no, that’s the alien movie.”

Mark Thompson
I knew you wouldn’t see that coming. I thought it would be obvious or not be obvious. What’s interesting about that one is, actually, there actually is a way to segue anything back to the dialogue of leadership, right?

Because we talk about wanting innovation, we talk about wanting to have out-of-the-box thinking, and I think often the reason most organizations and most of us actually have a hard time innovating is because it feels a little bit like you’re talking about little green men or something that is not relevant, and so we instantly reject it.

And we don’t see what, you know, if we dig a little deeper, while we’re hoping for creative change, we’re hoping for innovation, sometimes, you know, once we hear it, we reject it so soundly that we never do advance. And I see a lot of organizations lose their way because they don’t take a little bit more of a Star Trek approach to saying, “Okay, it’s not here in the known universe or in physics, but if we really want to innovate, if we really want to be creative with something, we start there.”

My most actionable fun book on this topic, it was Creativity, Inc., where the folks at Pixar talked about making billion-dollar bets on movies. I mean, that’s the riskiest thing. And they always started there. They always said, “Okay, we’re going to hold our brainstorming sessions in three rooms. And the first room is going to be the one where “no holds barred” on the creativity.” So as crazy as it could be.

There’s nobody shooting anything down there, and they capture all that. It’s not until the next session in the next room that they start to curate, “Okay, so how do these ideas fit with what we’re good at doing and what we have the talent here to do, and that we think that we could accomplish in the time that we have?” And then you start to winnow it down to those framings.

And it’s not till a third meeting where you’re saying, “We’re not doing that. We’re not doing that.
We’re not doing that. We’re just doing this. We’re just doing this,” and they start to winnow it down. I think we close too early on our brainstorming sessions. And do that with your career. Think about kind of what would be the boldest thing you could do in the new year and how you might go about it.

The critics aren’t invited to that first meeting. It’s really more about you continue to imagine, because the self-critique and the critique by others doesn’t usually get you to first base or even second base. So, let yourself go nuts about the year that’s coming forward, and then think about then how to get a little more practical about how to operationalize that in the context of a real life, and then set it into goals going forward.

And that’s how I’ve found the highest achievers, those who become CEO-ready or ready for the next gig, kind of, are able to open their heart and mind and start to really put a plan together, because you deserve that. You really do deserve that if you aspire to be ready.

Pete Mockaitis
Okay. And a favorite tool, something you use to be awesome at your job?

Mark Thompson
The tool that I use to be the most awesome thing in my job was the 360. Get one, have one, be a part of it, make sure that you get the regular feedback in all directions. I always had to breathe deeply to realize that maybe not all the feedback I got would be ideal. And it’s always been an unlock. It’s always been an accelerator. It’s always been something that allows me to kind of get better faster than anyone else when I was wanting to be promoted so I could get noticed.

Pete Mockaitis
Okay. And a favorite habit?

Mark Thompson

The habit is gratitude. It’s not something that we naturally, or at least I naturally, leap to every day. Be grateful for the people and the opportunities you have. Actually, Hubert Joly, going back to the Best Buy story, he said, “Pressure is a privilege.” If you have the pressure of doing something really hard, that’s also an opportunity to be kind of grateful for that, “Well, I’m getting a chance to do this. It’s hard. It’s really challenging, but I get a chance to really make a difference.”

Pete Mockaitis
And is there a key nugget you share that people quote often and you’re known for?

Mark Thompson
What I’m known for is you can’t really scale your organization or scale your ambitions any faster than you can scale yourself. You’ve got to be able to invest in a way, in yourself, before you can expect it ever to be an outcome in that wonderful, cool company of yours.

Pete Mockaitis
Oh, that’s good. And, Mark, if folks want to learn more or get in touch, where would you point them?

Mark Thompson
I’d point them to ChiefExecutiveAlliance.com or just look up CEO Ready, which is just being released.

Pete Mockaitis
All right. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Mark Thompson
I think that you deserve a promotion in this next year. Map a plan. Think about that as strategically as your biggest project and get some loving critics around you. Get some feedback, and most of that from your boss, and then put it in motion. That’s what you deserve.

Pete Mockaitis
All right. Mark, thank you.

Mark Thompson
Thank you.

1114: How to Achieve Authentic Thriving with Jon Rosemberg

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Jon Rosemberg discusses how to break free from limiting beliefs and reclaim control over your life.

You’ll Learn

  1. The difference between succeeding and thriving
  2. How to shift out of survival mode with A.I.R.
  3. How to spot and challenge limiting beliefs

About Jon

With over two decades coaching Fortune 500 executives and global teams through deep transformations, Jon Rosemberg has learned firsthand that growth begins when we courageously reclaim our agency. His personal journey, forged by immigration, loss, and career reinvention, inspires him to blend hard-won business insight with cutting-edge research to guide others toward greater meaning. Driven by his belief in human potential, Jon co-founded Anther, a firm dedicated to transforming uncertainty into possibility. He previously led high-impact initiatives at Walmart, Procter & Gamble, Indigo, and GoBolt.

Jon holds an MBA from Cornell University and a Master of Applied Positive Psychology from the University of Pennsylvania, where he serves as an assistant instructor. Originally from Caracas, Venezuela, he now lives in Toronto with his wife, Adriana, and their two sons.

Resources Mentioned

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Jon Rosemberg Transcript

Pete Mockaitis
Jon, welcome!

Jon Rosemberg
Hi, Pete, it’s good to be here.

Pete Mockaitis

Well, I’m excited to talk about thriving. You got a whole guide to thriving, so let’s discuss that exactly. But first, could you maybe contrast? You talk about thriving versus survival mode. Could you paint a little bit of a picture of what each feels like in practice?

Jon Rosemberg
For sure. And, Pete, have you ever felt like you’re in survival mode?

Pete Mockaitis
I think the answer is yes.

Jon Rosemberg
Yes. And what does that feel like?

Pete Mockaitis
Well, it’s not pleasant, you know? It’s sort of like I’m just trying to get through the day, and the responsibilities, and the stuff, and the calendar, and the to-do list. It’s a little bit harried, hurried, rushed, stressed, maybe elevated heart rate and more.

Jon Rosemberg
That’s a beautiful definition of survival mode. And what I especially loved about your definition was that initial exhale, the “Ahh!” So, yes, that is survival mode. And survival mode, evolutionarily speaking, is a highly adaptive mode to be in.

A few thousand years ago, if you were in the savannah and you heard, you know, like a rustle in the bushes, going into survival mode was really helpful because it allows us to focus all of our energy on what we need to do to survive. And it can be really, really helpful.

However, today, most of the challenges and threats that we face are not physical, they are psychological. So, survival mode sometimes gets triggered in moments that may not necessarily be the most helpful.

Pete Mockaitis
Understood. And that picture is nice. I just recently saw a Kurzgesagt video, they have these amazing animations, all about stress and it painted that very picture in terms of, you know, a beast in the wilderness and what that’s like. And so, I’ve heard that kind of a storyline, if you will, before about, “Oh, in the ancient times, this is very helpful, and now it’s almost counterproductive for us.”

But I’m wondering, you know, we feel what we feel. Jon, to what extent do we even have control over that? I mean, stuff happens. Emotions, reactions naturally flow from those things. So, to what extent can we have mastery versus we are a victim of these circumstances?

Jon Rosemberg
I love that question because it goes exactly to the heart of the book. The capacity to make intentional choices, which I call in the book agency, that realization that even in the most-dire of circumstances, we still have a choice, is the foundation for going from survival mode to thriving.

What is thriving? Most people think that thriving equals success. So, I’m going to say this very clearly. Thriving is not success. How do we measure success? We measure it with money, power, and reputation. These are three things that if you see somebody who’s got a lot of them, you say this is a successful person, right?

Thriving, on the other hand, it’s about agency, so the capacity to make intentional choices. It’s about belonging, i.e., being able to connect, to have meaningful social connections with other people. And it’s about meaning. It’s about seeing something in life that gives you a sense that your life matters, and that the people around you matter, and the way you navigate this world matters. So, it’s slightly different.

Now, I want to be very clear. I’m not arguing against success, because I think success is very helpful and very useful. And, by the way, I want success just as much as the next guy. What I’m suggesting here is that, maybe there’s a bit more of a balance that we can have between what success is and what thriving is. And that, in that balance, in that nuance, there may be a lot of well-being for all of us.

Pete Mockaitis
Okay. Well, that sounds pleasant. Could you perhaps share some studies, research, or case studies associated with folks who made the leap from frequently being in a survival mode to doing the thrive thing regularly?

Jon Rosemberg
So, last year, there was a study published at Oxford that studied, I think it was 1,200 companies. And what they wanted to understand was the correlation between the well-being of employees, i.e., thriving, and stock market performance, the value of the company. And what they discovered is that the top 100 companies that had the highest levels of well-being outperformed the S&P 500 by 11% on average.

That’s a really compelling business case for anybody to say, “My business is going to outperform the S&P because, partly, it’s one of the variables,” and I’m implying causality now. This is just a correlational study, but I think it’s still a very compelling data point.

Pete Mockaitis
Certainly, I could see you might argue it both ways, “Well, yeah, well, it’s easy for them because they have so much ample cash flow and appreciation, etc. They can afford to invest in their employees.” But I suppose it is also the case that there are large flourishing companies that are big in revenue and profit, and yet are low on thriving, and could see all the more goodness with more thriving. Can you paint a chain for how more thriving means more profit?

Jon Rosemberg
Exactly. Well, what we know is that when we’re thriving, we can lean into our agency. So, this capacity to make intentional choices. And thriving usually means that we’re in this space where we’re calm and we can think more clearly. And that drives innovation. And we know that innovation is a great way to create value.

It also drives better social connection and stronger social connection. And it’s interesting because, Pete, if there was a medicine out there that increased your survival rate by 50%, decreased your risk of cardiovascular disease by 29%, decreased your risk of stroke by 32%, decreased depression and increased your well-being, if there was a drug that did all of those things for you, would you take it?

Pete Mockaitis
Sounds good, sure. It could have side effects, but looking good, yeah.

Jon Rosemberg
No side effects. The drug is social connection. So, when we are thriving, we are more capable of connecting with other folks. And that social connection is what creates great organizations. You know, what I learned, I spent over two and a half decades in the business world, climbing the corporate ladder as fast as I could.

And one of the things that I learned too late in my career, I might say, is that there are two types of value that you create at work. One of them is productive value. So, this is how good you are at your job. Can you create an Excel spreadsheet that beats everybody else? Or, today, can you work with AI better than everybody else? Can you create a project plan? Can you deliver a project on time and on budget? All of these things are productive value.

The other value that sometimes gets really overlooked, especially for folks that are getting into leadership positions, is relational value, is the ability to create those relationships and those connections that allow big groups of people to work together and do really amazing things together.

Pete Mockaitis
Okay. Well, that sounds super. Can you share, when it comes to social connection, what’s the state of play with regard to humans, professionals, workers, and social connection?

Jon Rosemberg
Well, Surgeon General for the US, Vivek Murthy, published a report a couple of years ago where he spoke about, or he described the loneliness epidemic. We know that there’s people more lonely today than ever before.

And if you think about this, Pete, today, somebody who’s 18, 20 years old can get a job, and they can rent their apartment. And if they don’t want to, they don’t have to see anybody else for the rest of their lives, right? You could order food in, you could get everything that you need delivered to your doorstep, you get a paycheck working remotely.

So, technology has given us a lot of advantages, but it has also created certain gaps in places where we, otherwise, had to interact with people. So, there is a loneliness epidemic out there. And one of the ideas that I present in the book is this notion that when we’re thriving, it’s easier to connect with others. And when we connect with others, that has a ripple effect.

Pete Mockaitis
Well, so the social connection contributes to thriving, and the thriving contributes to social connection.

Jon Rosemberg
You got it. Yes.

Pete Mockaitis
Kind of like a circular, I guess, virtuous cycle up, or a doom cycle down.

Jon Rosemberg
I love that you just use that, Pete, because that’s exactly how I describe it in the book, as a spiral. There’s a spiral from survival mode to thriving. And sometimes we’re up and sometimes we’re down. And I think one point that you made at the beginning of our conversation, which is that, sometimes, external circumstances are outside our control. And that happens often, right?

We get laid off or we get fired from a job or, you know, a disease, we get sick. Like, there are many things that happen. What I’m trying to suggest here is that even in the worst of circumstances, and by the way, one of my teachers, I would call him, is Viktor Frankl, who wrote a great book called Man’s Search for Meaning, and Viktor Frankl was in concentration camps in Nazi Germany.

And it was him who argued in that book that even within all that suffering, he discovered a place where he could choose his attitude. And what he noticed was that the people who survived that horrible situation were those who could find meaning in their suffering and were those who could see a different perspective of what they were experiencing. Not the strongest ones, not the ones who had the most muscle, the ones who were taller or bigger, the ones who had more money. It was the people who found meaning.

Pete Mockaitis
Yes, and fun fact, I believe Man’s Search for Meaning is, when I ask about favorite things, comes up the most often as favorite book, favorite quote. So, it’s a powerful book and a beautiful one. And so, in practice, let’s say stuff happens and we’re freaking out, what do we do in the moment?

Jon Rosemberg
So, I went deep into the research and tried to understand, “How do we create more agency? If agency is the capacity to make intentional choices, supported by the belief that those choices matter and have an impact on the world, how do we increase that?”

And as I reviewed the research and I reviewed all the fantastic work that has been done by scientists over the past two and a half decades, because this is a relatively new topic, this topic of thriving, in science, I mean, philosophers have been talking about it for thousands of years. So, there were three things that came up that seemed really, really important. And I summarized them in an acronym, AIR.

And AIR stands for A for awareness, I for inquiry, and R for reframing. And when we are faced with a difficult situation or a difficult emotion or a negative thought, using AIR as a practice, can be a really powerful way to develop the skill that is agency and go a little bit more from survival mode into thriving.

Pete Mockaitis
Okay. So, awareness, inquiry, reframing. Could you share with us, what that can look like in practice?

Jon Rosemberg

Of course. So, my youngest son, who’s nine, went to summer camp earlier this year. But three days before going to summer camp, he broke his arm and he had a cast all the way up to his shoulder. So, while his friends were jumping in the lake, he was playing with a Rubik’s Cube. And I’m going to try and use this Rubik’s Cube to explain a little bit how AIR works.

So, when we’re going through a difficult moment, it feels like the Rubik’s Cube is right next to our face, right next to our eye, and we can only see one of the little squares, right? You’ve probably heard people say, “I feel like I’m seeing red, right?” Like, we’re actually just seeing one color, one square of the Rubik’s Cube.

What awareness does is it allows us to create some distance from the situation. It allows us to actually notice that, “Hmm, okay, what’s happening here is not just red. Red is actually just one square amongst nine other squares. And if I actually start kind of looking at the Rubik’s Cube, I can see that it has six sides and each side has nine squares. So now I have a lot more information.” That’s what awareness does for us.

Then we go into inquiry. And inquiry is actually getting to understand what the situation looks like. And that’s asking a lot of non-judgmental, curious questions about the situation. And that means, basically, it’s like playing around with the Rubik’s Cube, just figuring out the different formulas and the different combinations that you can see in a Rubik’s Cube.

And reframing is when you find a combination that works for you. And that might be solving the Rubik’s Cube or it might be something different, but it’s a combination that works for you in the moment. So that’s a short, brief description of how AIR works.

Pete Mockaitis
Okay, so understood, with the Rubik’s Cube analogy, you can visualize that and notice that you could be way zoomed in and that’s not so helpful. Could you walk us through that as applied to a situation?

Jon Rosemberg
So, after two and a half decades in the corporate world, I decided to go into a startup, and we did great. We raised a Series B of $150 million. The company was growing at double digits every month. We were, as the kids would say, crushing it. And as we raised this money, I flew to LA to buy some new facilities because we were expanding the business to LA.

And when I flew back, I got hit with COVID and I was on a call with the technical team about some sort of technical stuff, and the call got really heated up and I was deep, deep into survival mode.

Pete Mockaitis
Heated up, tell me more, Jon. Were they pointing the finger at you?

Jon Rosemberg
They were pointing the finger, or at least that’s how I interpreted it in the moment. That was the interpretation. I was so close to the situation, I was seeing red. So, what I did is I shut off my laptop and turned off my phone. And in that moment, I was able to gain some awareness. I got some distance from the situation and I said, “Goodness gracious, am I angry right now?” I noticed the heat rising in my body, my chest got tight, my breathing got shallow, my shoulders got really tense.

So, I heard my kids playing in the basement, and I went downstairs to the basement and they were sitting on the floor playing with Legos. So, I sat on the floor with them and I started playing with them for about an hour. And as I was doing that, I started, well, number one, I was present with them. I was able to actually sit with them and share with them, which is something that I hadn’t done for months.

So, that experience, to me, it allowed me to find a little bit of thriving in that deep, deep state of survival mode. After that, I went and sat on my chair and I started reflecting in one of my favorite chairs, and I started reflecting on the situation. And the reframing for me was, in that moment, it was, I had two kids because I wanted to be a dad, and I’m not actually being a dad. I’m present, like they see me at breakfast, they see me at dinner, but I’m not physically present, but I’m not present with them. And that was really, really challenging.

So, Adriana walked in, my wife, and she said, “So, are you okay?” And I said, “I’m done, I think I’m done.” And within two weeks, I decided to unwind myself from that job and to walk away. So, my reframe in that moment was seeing the other option that I hadn’t seen before. Because for the longest time as I was working, I said, “If I quit this job, I’ll be living under a bridge in two weeks.” And that felt very real to me.

In that moment, I realized, “Well, what’s the point of all of this that I’m doing if I cannot be present for the people that I love and that I want to be with?”

Pete Mockaitis
Okay. So, the awareness of, “Hey, I’m getting really angry. It might be wise to go do something else.” And then you’re inquiring, asking those questions and then reframing the prior belief that you had, and sort of seeing new things come from it. Understood.

What’s interesting with regard to the inquiry, can you share a few more of those specific questions? Like, “What’s the point of this?” What are some more questions you were inquiring there?

Jon Rosemberg
Yeah, so, “What are my options right now? What’s important to me? What are my values? What is it that I want to do with my life? What does this look like for me if I continue down this path for the next two years, three years, five years? How is this impacting my health? How is this impacting my relationships? How is this impacting my sleep?”

So, all of these questions, asked in a non-judgmental way, and what I mean by that is that we have to actually be curious about it. Because if I’m asking a question and I already have the answer, it’s not really a question, is it? So, we want to challenge ourselves to do this.

Now in that moment, it was a process that I did internally as a result of burnout and a very difficult experience. But in day-to-day life, we can do this in partnership with other people, with our friends, with a coach, with whatever it is that people that are around us, some people do journaling. This exploration can be a really powerful way to get to know ourselves better and then to make decisions that are more agentic.

Pete Mockaitis

And I like what you had to say about the genuine curiosity because I think it’s quite possible in that state, some of your questions can sound like, “What’s their problem? Why do I always have to deal with this bull crap? Why is this happening to me?” etc. Like, any number of questions that are not guided by a wholesome curiosity, but rather just stoke the rage beast.

Jon Rosemberg
You got it. And often, we tend to focus on things that are outside our locus of control. Instead of focusing on what we can change on what’s under our capacity to influence, we focus on what everybody else is doing. And, unfortunately, it’s really hard to change other people. Trust me, I’ve tried for many years and it’s very difficult to change other people. But we do have the prerogative to change ourselves and to grow in the way that feels most authentic to us.

Pete Mockaitis
Well, could you give us another example of awareness, inquiry, and reframing in action that don’t result in a full exit, but rather being able to better deal with a current situation?

Jon Rosemberg
Yeah, what I love most about that question, Pete, is that you are hitting the nail on the head on the spectrum of agency, right? So, very low agency would be, “I have no choice here.” And if there is a moment in your life where you say, “I have no choice here,” number one, you are likely in survival mode. And, number two, there’s an open door there to practice AIR, to practice awareness, inquiry, and reframing.

Then if we go a little bit higher on the spectrum of agency, you could say, “Well, I can stay or I can leave, right? So, I only have two choices here. I either have to walk away or I can stay in my job.” If you had really high agency, once we’ve really developed agency, then you start seeing, instead of black and white, you start seeing a rainbow of options and opportunities in front of you.

So, you could say, “Well, I could stay and modify my job, change my hours, go to part-time, change my boss, move to a different division, whatever that looks like. Or, I could leave and go to another job or rest or, you know, paint for, I don’t know, whatever it is.”

And I understand that for a lot of people, there’s actually not a choice available to them, right? Because if you have to pay the rent and you are living paycheck to paycheck, this doesn’t necessarily happen. And this is why the developing agency in the moment is so important.

Pete Mockaitis
Yes. Whenever I hear the phrase, “I have to,” or, “I can’t,” I get skeptical. And so, you know, and maybe I am on the autistic spectrum and I take things super literally at times. But I think, “Is that really true?” And I’m thinking about the book, Nonviolent Communication by Marshall Rosenberg.

Jon Rosemberg
Marshall Rosenberg. Yes.

Pete Mockaitis
And he really brings up some points, like even if you think you’re stuck, it’s kind of wild what you can do. And he gives an example of, he thought, “Well, I have to keep…” He said, “I don’t like paying taxes because they’re supporting…” at the time, I think, the Vietnam War. And he was against the war. And he said, “Well, I guess I have to pay taxes because, you know, I mean, that’s the law and I’m a citizen.”

And he said, “Well, you know what? I suppose if I didn’t have income, I wouldn’t have to pay taxes.” And so, he made some dramatic changes. And then he also challenges teachers who say, “Well, I have to do all this frequent testing of the students because it’s required by the district, and that’s just a part of my job.” And he’s like, “Well, you also have the option of changing your job.”

So, it’s a more accurate framing of the situation is, “I need to do this testing for my students frequently if I want to retain my job and my income here. So that is my choice. Do I choose to play the game and maintain my job and my income here? Or do I choose something else? Well, I guess I am going to keep my job here.” But even working through that process contributes to more of the thriving feelings.

Jon Rosemberg
Absolutely. And I love so much that you brought up Marshall Rosenberg, because I think this is exactly what he’s arguing for in these examples, is this idea of reframing, changing the framing of the situation. And we get to do that. And one of the important concepts here is that we tend to buy into these absolute truths, right, that something has to be true.

And one of the interesting things in science that I don’t think has become as widely popular as it should be, is that science thrives on dissent. It thrives on challenging. If you’re a scientist that agrees with all of his, hers, their peers, you are highly unlikely to succeed. The whole point is that we want this type of creative dissent.

So, when somebody presents you with a premise, is there an opportunity to do a lot of inquiry and challenge that premise and figure out if it’s really true? So, one good example that has worked really well is a lot of people say, “Well, but two plus two is four.” Well, but two plus two is not always four, right? There’s an axiom that tells us that the first number is zero, and then you add one and it’s one and then two and then three and then four. That’s the axiom that we, a lot of us do math with or arithmetic.

But if you’re looking at a clock, right, after 23:00, so if you say 23 plus two, it’s not 25, it’s one, right? So, it’s a different axiom that we’re using. So, what I’m trying to present here is that we get to challenge the things that we believe to be true. And this is a uniquely human capacity and it’s incredibly powerful.

Pete Mockaitis
Certainly. And then, you get me thinking in terms of, well, if our objective is to get to four, there’s many ways that we might achieve the getting to four. And perhaps addition is not even the operation that we’re after in a given situation.

Jon Rosemberg
You got it. So, we can come at things from different angles once we have awareness. Once we move that Rubik’s Cube a little bit away from our face, we can actually start exploring all of the angles. And it’s a practice, right? It sounds easy when I say awareness, inquiry, and reframing, right? It sounds so simple. But many of us spend years, if not decades, trying to bring more awareness to our lives.

So, mindfulness is something that can work to bring more awareness, and a mindfulness practice, being able to be present in the moment. Those are some of the things that we can do in order to hone our skill of awareness. And then inquiry, learning to ask good questions, that’s a difficult skill. That requires a lot of practice, right? And then reframing is actually seeing different angles. And all of those things require, they’re like a muscle, right? And if we go to the gym to get buff, we can practice this to gain more agency.

Pete Mockaitis
And one place you advocate practicing this is by examining our beliefs and seeing if there’s some limiting beliefs. Can you expand on this?

Jon Rosemberg
Yeah, so beliefs are like lenses that we have over our eyes, and they kind of filter the world for us, right? There’s lots of evidence to suggest that beliefs are so powerful that they can even change the way in which we react to pain.

For example, the placebo effect, and this has been documented many, many times that when you’re in pain, you can take a placebo, and they tell you that it’s pain medication and your pain actually decreases. So, our beliefs are very, very powerful filters with which we navigate the world.

One of the things in the work that I do coaching clients is trying to name the belief, right? So, in my case, I said, “I believe that if I walk away from this job, I’m going to be living under a bridge in less than two weeks and I’m not going to be able to pay my mortgage, etc.” I had to challenge that belief and say, “Well, is that actually true? Or, is there a different way to look at this belief?”

And I said, “Well, I have friends, I have a family, I have a social support network, I know people will help me out if I can’t have income, I have some money in the bank, or I can move to a smaller place.” So, there are all of these things. The moment you take that belief and you challenge the belief, then you can step into a world of options. Then you step into that rainbow of options as opposed to seeing the world in just white, just black, or black and white only.

Pete Mockaitis
I like that a lot. Can you give us an example of some other limiting beliefs that you’ve seen folks successfully challenge and have great results on the other side?

Jon Rosemberg
I think the toughest belief to challenge, and I struggle with this every day, and I think it’s one of the big reasons why I wrote the book, and it’s a true line in the book, is the belief that, “I am not good enough.” The flip side of that is the belief that I have to prove myself.

Because we live in this system where productivity defines value, productivity equals value, I’ve asked dozens of clients the question, “What would your value be if suddenly you could not produce anymore?” And people are stumped. It’s really hard to respond to that question, “What happens if I can’t produce?” “Well, I could still talk my way through something, or whatever it is,” but you cannot produce.

So, challenging the belief that our worth is tied to our productivity is very liberating work, and it’s very challenging work, because this is a deeply ingrained belief.

Pete Mockaitis
Okay. Well, so walk us through the process of that challenging and what might come out the other side.

Jon Rosemberg
I think it’s sitting with it. The first thing that we do is creating awareness, naming it, “Is this a belief that you’re buying into? Do you buy into the belief that if you don’t produce, you’re not good enough?” Pause for a second and just notice, “Is this something that sounds true to you? If it does, then get really curious about it.”

So, “Where does this belief come from? Whose voice do I hear in my head when I say that I believe this? What has this belief, how has it served me in my life? What has it done for me?” In my case, that belief allowed me to climb the corporate ladder ruthlessly for decades, right? So, it served me really well in many, many ways.

And, eventually, I came to the reframing of saying, “There’s fundamental value in just existing in just being a human. We are a wonder of nature.” Think about it. You know, earth has been around for what? Four billion years? And we’re here, you and I, Pete, having this conversation. That in itself, it’s a miracle. We’re sitting in this, you know, one galaxy out of, I think, there’s like two trillion of them in the universe, and this universe continues to expand. So, it’s really magical the fact that we exist.

So, is that fundamental value? And what challenging that belief did for me was allow me to give myself the space, for example, to end up thinking about the ideas that, eventually, I decided that I wanted to put into a book. So, I started to question. It’s existentialism. You start questioning why we’re here and what does that mean?

Pete Mockaitis
Well, it is a powerful belief to look at directly, and we covered this on episode 500 with Victor Cheng, talking about Building Unshakable Confidence, and having the belief that I am valuable or worthwhile simply because I exist. And you could see that in wisdom traditions, or religion, Christianity being made in the image and likeness of God, or the United Nations’ Universal Declaration of Human Rights.

It’s interesting because it’s an idea that I purport to believe, and I like to believe it on my best days, and yet I do feel some discomfort. If I imagine a universe in which I am, say, in a vegetative state at a hospital, I am existing, but I am not doing or “adding value,” I sometimes think, “Well, yes, I value just because I’m existent, I am a human being.”

And other times it doesn’t feel that way, that the belief doesn’t feel true. So, yeah, no pressure, Jon, but how do we deal with that one?

Jon Rosemberg
I don’t know. I don’t know. This is a profound existential question that you’re asking, Pete. And I think the exercise of just questioning it is a pathway to thriving. Just being able, for a moment, to hold that notion that you have fundamental value just by existing, and just believing that 0.00001% in your life, I think that in itself, it’s a gift.

Listen, Pete, I struggle with it every day. You know, I’ve been doing this work, I went back to school and learned psychology so I could challenge that belief. I’ve read lots of papers and lots of books trying to challenge this belief, and I don’t have a clear answer. I don’t think there’s a recipe.

I actually, as a matter of fact, what I would suggest, and this is one of the things that I did in the book, and it was hard for me to find a publisher because a lot of the publishers kept telling me, “Jon, you have to be more prescriptive. People want to know exactly what they need to do.”

And I kept saying, “Well, I’m writing about agency. If I’m telling people that the whole point is that you learn what’s right for you and that you have to develop or you can develop, you don’t have to do anything, but you can develop this muscle that gives you access to thriving in your life, how am I going to sit there and tell you exactly how you do it?” I don’t have a recipe for it. I think we each have to find our own way through.

Pete Mockaitis
And it’s funny, where my brain is going is thinking that I have value just by existing even in that, you know, comatose state, because by providing an opportunity for others to be of service and reflect upon their gifts, their blessings, their capabilities that is of value and beneficial. And yet, I could see I’m already drifting into territories, like, “Well, then that’s not intrinsic.” It’s like, “It’s what I’m doing for other people by doing nothing.”

Jon Rosemberg
Exactly. Yeah, it’s a tough idea to grasp, especially because the system where we are living is built on this belief of productivity equals value, right? So, it’s really hard to think outside of that unless, you know, maybe we go to meditate in some mountain for 20 years, maybe we can access that. That’s not my choice.

Agentically speaking, that’s not something that I want to do, and I do want to be able to sit there sometimes with the discomfort of feeling like I’m not good enough or that I have to prove myself. And as I’m sitting with that discomfort, having a small window where I can challenge it, and I can say, “Well, maybe I do have fundamental value. Maybe I do have intrinsic value just for existing.” And that in itself can be quite comforting. At least it has been for me. And also, anxiety-inducing.

Pete Mockaitis
One perspective I like to bring to this is, as I think about my children when I watch them sleep, they’re beautiful, adorable, I love them, and they are doing nothing there, but I am not disappointed with them. I don’t want or demand or need them to be doing anything. Them just existing in that space, I find valuable and beautiful and excellent and full of love, with them doing nothing at all. They are just existing.

Jon Rosemberg
What a beautiful and powerful reflection, Pete. And I think that the emotion and the moment in which we experience that type of connection that you’re describing that you have with your kids, that’s thriving.

Pete Mockaitis
Oh, cool, yeah. So, more of that would be great.

Jon Rosemberg

Oh, goodness. It’s not easy, right? It requires effort because we are designed for survival. Our bodies and our brains are designed for survival, right? There’s this evolutionary mismatch that has occurred where technology has taken us to this point where we have, listen, by all measures, we are living in the golden age of humanity.

And I know we see different things on social media. We see different things in the news. But if you look at access to water, access to food, access to education, access to healthcare. Longevity, Pete, 100 years ago, you and I would be buried six feet underground, because the life expectancy, well, I’m not sure how old you are, but life expectancy was 32. Today, it’s more than double that, right?

So, we are in this golden age of humanity. And for some reason, anxiety and depression seem to be one of those persistent things that we don’t understand what is happening. And one of the explanations that seems to make a lot of sense is that our brains and our bodies have not evolved to keep up with the world that we’re living in today.

So, what I’m suggesting is that agency may be one of the antidotes to this experience that we’re having as humans living in this age.

Pete Mockaitis
Yeah. Well, that’s big stuff, and you can sit with it for a while. And I think the word value is key there. And so, in terms of economic value, I say it may be true, you know, that if we’re not doing anything, we are not producing, you know, money, dollars, economic value, but in a deeper sense, our human value remains.

Jon Rosemberg
Exactly. And, you know, why do we see so many people who have supposedly made it, billionaires, trillionaires now, we’re going to start having trillionaires soon, why do we see so many people who have access, economically speaking, to all of the resources? I mean, the wealth distribution gap has never been larger in humanity either. So, why do we see people who have all of this and still struggle to thrive?

And we see it in the way they communicate. We see it in the way in which they relate to the world. This is a challenging thing to experience. And so, that’s why I want to make sure that we separate the ideas of success and thriving. And I’m sure there’s a Venn diagram where the two overlap, and that’s a happy middle. And that’s what I’m arguing for. For trying to find more moments of thriving, even if it’s at the cost of letting go some of the success, which is the hardest thing to do.

Pete Mockaitis
I like that Venn diagram approach because it also gets you thinking it’s entirely possible to thrive without being successful.

Jon Rosemberg
Yes. Yes. A resounding yes.

Pete Mockaitis
Cool. Well, Jon, we’ve gone into all kinds of profound places. Can you tell me, before I hear about your favorite things, a few of your top tips, your do’s and don’ts for getting more thriving going?

Jon Rosemberg
I would say the first thing is find time for reflection or for a practice that works for you, whatever that is. I tried to meditate for two years. I have a meditation pillow right here in my office, and I sat in that pillow. For two years, I sat on that pillow trying to meditate, and I hated it. My goodness, could I not do it. I just couldn’t do it.

I decided, one day somebody suggested a walking meditation. So, I put on my headphones and I went for a walk and I was like, “Oh, I can do this. This suddenly changed my life.” So, today, I go for even two hour-long walking meditations that I can do with or without headphones, guided or unguided. I had to find the activity that was the right fit for me.

So, a do is, find activities, test many different things, call them little experiments, or however you want to name them, test many different things until you find the one that works for you because there are lot of prescriptions out there that will work for many people. Listen, even cognitive behavior therapy, which is the gold standard for therapy in that world, only benefits about 40%, in the best case, 80% of people. So, it doesn’t mean that it’s for everybody. So, find whatever works for you. That would be the do.

The don’t is just waiting for something magical to happen. We have to use our agency, our capacity as humans to make change happen. It has to come from inside, right? Nobody can make change happen for you. It’s something that we all have to own and take it upon ourselves. And it’s hard and it’s painful. But in my experience, a lot of times the discomfort of staying the same, it’s much worse than the discomfort of changing.

Pete Mockaitis

Okay. Well, now could you share with us a favorite quote, something you find inspiring?

Jon Rosemberg
One of my favorite quotes is from William James, one of the fathers of psychology, and I actually have it here on my wall, and it’s, “My experience is what I agree to attend to.”

Pete Mockaitis
Yeah, you can work on that for a while.

Jon Rosemberg

Yes, attention is a powerful resource and it’s non-renewable for humans. Once we’ve given it, it’s gone. And we have so many things fighting for our attention today. If we can be more agentic as to where we place our attention, that can be a life-changing practice.

Pete Mockaitis
Oh, yeah, that’s powerful. What I agree to attend to is, like, we need not attend to necessarily anything just because, “It’s all over Twitter,” “The headlines are saying this,” “My feed, all my recommended YouTube videos.” It’s like, “Yeah, and we always have that choice.” I can choose to attend to that. I can agree or I can disagree to attend to a matter, and we’ve always got the power.

Jon Rosemberg
So, let’s look at the numbers on this just very quickly. Every second, the sensory input that we get, it’s between 10 and 100 million bits of information. Every second. Only about 10 to 50 filter into our conscious awareness. And of those 10 to 50 that filter into our conscious awareness, usually there is a five to one negativity ratio. I mean, that’s the negativity bias that we look for.

You post something on Instagram and you get 20 likes and 300 comments saying, “You’re amazing.” But there’s one comment that’s negative and we will focus on the negative comment, right? That’s the negativity bias at play.

Imagine if we can actually learn how to better manage what we agree to attend to. It’s life-changing because you have 100 million choices, and you only get to do 10 to 50. So that’s a really powerful practice.

Pete Mockaitis
Okay. And a favorite book?

Jon Rosemberg
It’s a book about therapy, actually. Her name is Marsha Linehan, and she created something called dialectical behavior therapy, and she wrote her autobiography. And one of the powerful ideas in that book that really resonated with me is the idea of dialectics, that two things that seem opposing can be true at the same time. And I think that’s a really powerful way to look at the world and to understand complexity.

Pete Mockaitis
All right. And if folks want to learn more or get in touch, where would you point them?

Jon Rosemberg
You can go to my LinkedIn. I’m very active on LinkedIn, Jon Rosemberg. You can go to my website, JonRosemberg.com, and, yeah, that’s the best way to reach me.

Pete Mockaitis
All right. And do you have a final challenge or call to action for folks looking to be awesome at their jobs?

Jon Rosemberg

Yes, take the time to hone in the skill of agency. However, it works for you, just take the time to understand it and to play around with it. It can be life-changing.

Pete Mockaitis
All right. Jon, thank you.

Jon Rosemberg
Thank you, Pete. I appreciate it.

1113: How to Make Memorable and Lasting First Impressions with Rebecca Okamoto

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Rebecca Okamoto helps transform your introduction from boring to powerful.

You’ll Learn

  1. How to introduce yourself in 20 words or less
  2. How to project confidence in your introduction–both in person and online
  3. Best practices for crafting great first impressions

About Rebecca

Rebecca Okamoto is a communication and clarity consultant, and the founder of Evoke Strategy Group. She helps people with something to say but struggle to say it. 

Rebecca is on a mission to change the way overlooked and misunderstood voices are seen, heard, recognized and rewarded. She works with professionals to communicate, align and influence senior stakeholders, showcase strategic thinking and explain the commercial value of complicated concepts.

Resources Mentioned

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Rebecca Okamoto Transcript

Pete Mockaitis
Rebecca, welcome!

Rebecca Okamoto
Thank you very much, Pete. Super great to be here.

Pete Mockaitis
Well, I’m excited to chat with you. And you have a bit of a claim to fame. You are known as the 20-word person. What on earth does that mean?

Rebecca Okamoto
It means that I teach people how to introduce, market, and promote themselves in 20 words or less.

Pete Mockaitis
Well, I didn’t count those words, but it feels like you just did that to us right now.

Rebecca Okamoto
I did. It was less than 20 words. Trust me on that.

Pete Mockaitis
Perfect. Okay. Well, I mean, that sounds catchy. But, Rebecca, tell us why is this an important skill? Why does it matter?

Rebecca Okamoto
Well, I think it matters because we live in a multitasking, attention-deficit, highly-distracted environment right now, and introducing yourself is super important and making a great first impression, I think everyone knows, is important. But in this day and age, it doesn’t matter how smart you are, what a great fit you are, how much value you add, if no one’s paying attention. So, you have to be able to grab people’s attention in as few as 20 words.

Pete Mockaitis
Okay. And can you maybe tell us a story of what’s the impact of being able to do that versus not do that? Have you seen sort of any cool dramatic before-after transformations when people really master this skill?

Rebecca Okamoto
So I had a client who really struggled with explaining what made her unique. So, the reason why she came to me was to say, “I know people’s eyes are glazing over, I know I’m going into the weeds, and I just can’t explain what makes me unique, and I can’t stop myself.” So, we just worked on how to introduce yourself in 20 words.

So, I don’t know, a couple months later, she writes to me, and she says, “Oh, my gosh, I was at a networking event. Everybody went around the room and introduced themselves. I went the 20-word route.” Afterwards, some CEO comes up to her and says, “Man, you really stood out compared to everybody else. I’d like to talk about opportunities to work together.” Two weeks later, they’re meeting in New York to discuss those opportunities.

So, she went from zero opportunities and people saying no and, “I don’t understand,” to, “My gosh, everybody gets the value.” The thing that she loved was, “People get the story I’m trying to tell.”

Pete Mockaitis
Lovely. Okay. Well, so tell us, can we maybe hear a demonstration of what’s a typical, “Oh, so tell me about yourself,” or, “So, who are you or what are you about?” So, people give you that invitation, the prompt, like, “Do the thing now.” And what’s sort of a typical answer versus an optimized Rebecca-style 20-word or less answer?

Rebecca Okamoto
I think most people try to explain all of their qualifications and experiences, “So, I’m a 20-year supply chain professional, and I worked for Procter & Gamble for 15 of those years. And I worked in Singapore. I worked in New York. I worked in all these different locations. And I managed many, many, many people, and I started a plant.”

So, what people end up doing is they just talk about themselves. And, in my case, when I used to do it, I would go on for like three minutes, thinking that was an optimized pitch.

Pete Mockaitis
Yes, I remember. I remember the corporate days. I’ve been sort of on my own for a long time here, but I recall many meetings where like, “Hey, we’re doing a kickoff. It’s an interdisciplinary team with representatives from different functions and business units, and we’re getting together.” And so, we all go around and say the thing.

I remember finding that so boring, and maybe it’s like, “Oh, maybe I’m just selfish because I don’t care about what these people are saying to me right now.” But, Rebecca, you’re making me feel comforted that it sounds like this is the default way people feel when they hear most people’s introductions.

Rebecca Okamoto
It is. And I used to go, I had large organizations when I worked for a large corporation, and people go around the room like that, and I’d have to say, “Thank you,” because the first person goes on for 10 seconds and the next person does 20, and then 30, and then 50, and then two minutes, and all the time gets sucked up, and I still didn’t know what anybody did.

But if you say something more like, “Well, I help organizations struggling with transformations engage and embrace change with excellence,” so really helping people understand the value that you bring or the difference that you bring.

A really simple example I typically tell people is you’ll say something like, “I’m an award-winning bestselling author,” which is I describe myself. These are my accomplishments. But it leaves the listener to kind of guess, “What does that mean for me?” But if you said, “I help new authors get published faster,” “Oh, I get what you do.”

Pete Mockaitis
Yes.

Rebecca Okamoto
So, the reaction you’re trying to get instantly is someone saying, “Oh, that’s me,” or, “I know someone who needs that.”

Pete Mockaitis
Okay. And as you say these things, I’m thinking, I see a lot of LinkedIn taglines that sound exactly like this. I’m imagining, in an interdisciplinary team assembling kickoff at a corporate environment, if you were to say that in that environment, they might want more. I mean, it’s intriguing.

Rebecca Okamoto
That’s correct.

Pete Mockaitis
But it’s like, “Yeah, okay, but, like, so which department are you with? And what are you doing for us here in this team?” Do you expand upon that and sort of that’s your starter, and then you add in different contexts? Or, what’s the strategy?

Rebecca Okamoto
I think it depends on your environment. So, if you’re in a corporate setting and everyone’s just going around the room and the leader’s just sitting there, you don’t just, it’s just like, it’s just you one way. So, you just give a simple introduction, “So, I’m Rebecca. I’m from the Demand Planning Organization. And I tell stories with data that turn forecasts into actionable, profitable insights.”

So, now they know where you work, your name, and what you can do for them. Instead of, “I have 15 years with Procter & Gamble, and I did demand-planning, but before that I was a market planner. Before that I was in a plant. Before that I was an inventory planner.” That’s what people normally do.

Pete Mockaitis
Yeah. And I wonder what’s behind that? Maybe just because that’s what we’ve seen. But, in other ways, it’s almost like, “This is my only opportunity.” It’s like a little bit sad in terms of like the human need, you know, for validation, for acknowledgement, for mattering and significance. It’s like, “This is my time that I get to share my career arc, journey, history, because most people don’t want to hear it. But now is my moment.”

Rebecca Okamoto
Yes, or, “I don’t know what else to say. I saw everyone else doing it,” or, you just think, “I’m hoping that you understand that this is impressive and I’m impressing you.” And what you learn, instead of trying to impress people, “I’m smart,” is trying to tell people, “Here’s what I can do for you.” They remember that. It’s like, “Oh, wow, she can help me, like, with insights or with profit.” You want to be remembered for that. Not with, “Well, she worked in a lot of places. She sounds smart.” And then forgettable.

Pete Mockaitis
“I hope you understand that I’m smart. That’s like, ‘I’m kind of a big deal,’” Anchorman style.

Rebecca Okamoto
Yeah, but, you know, I was someone in a corporate career who started off super timid and I longed to be recognized. So, when I had an opportunity, I was just like, “And I worked here and I worked here and I worked here,” and I just assumed they would know that made me valuable. It made me forgettable, unfortunately.

Pete Mockaitis
Yeah. Okay. Well, so now it’s not just a matter of thinking, “Okay, Rebecca said I should do it in 20 words, and word count 18. I guess I’m done.” You actually have a process or a sequence that you walk people through in order to land on a winning 20 words. Can you share that with us?

Rebecca Okamoto
Yeah, I will say the most important thing about your introduction is that you want the person on the other side to visualize that you can do something for them. They’re like, “Oh, my gosh, we were just talking about that,” or, “Oh, I know someone who needs that.” Here’s a framework that I didn’t share, I don’t share a lot, but I tell people, “Just describe your audience really clearly.”

So, for instance, a friend of mine is an excellent executive coach, and she tells people, “I help high-potential leaders who find themselves in high-stress, high-stakes or no-win situations.” And people are like, “Oh!” And then she said the first time she did it, people are like, “Oh, my gosh, you have to meet so and so. She’s in a no-win situation.”

It makes it so clear, you just say, “Here’s who I help.” And if you’re vivid, “I help women over 50 rebrand and relaunch new meaningful careers.” “Oh, I know someone who’s just trying to relaunch their career.”

Pete Mockaitis
You know, Rebecca, what I really love about that is this is clicking for me because I recently listened to Dan Allison. He since moved on to new ventures, but he achieved great renown and fame amongst financial advisors as the guru who told them to crack the referral code, because financial advisors, they always want referrals. And this guy figured out in great detailed studies what leads clients to refer and not refer and some of the key things.

And that was one of the big ah-has, is that, from a financial advisor’s perspective, it’s like, “Who do we help?” It’s like, “Well, anybody who’s got $2 million in investable assets.” It’s like, “But that’s not very helpful in terms of being referable on the client side,” because like, “Well, I don’t know how much assets my brother-in-law has. That feels rude to ask.”

But if you describe that audience very clearly, such as, “I help doctors and lawyers in their 50s figure out how to make their money work for them,” or something like that. It’s like, “Oh, I know a doctor, a lawyer, in his 50s and he actually seemed to have some questions about how to make his money work for him.” So, now all of a sudden, it’s become super-duper clear, “Oh, you two perhaps need to know each other.”

Rebecca Okamoto
Right. I work with a lot of law firms, and some of the law firms are like, “Well, okay,” or they’re lobbyists and they say, “Well, it’s not good to say you’re a lobbyist.” And I said, “Well, can’t you say something like, ‘Well, I help companies who suddenly find themselves on the wrong side of the national conversation’?”

So, like you’re the ship that just ran into the Francis Scott Key Bridge in Baltimore, and you suddenly find yourself on the wrong side of that equation, like, “Oh, yeah,” you can describe your audience’s problem. So, that’s one way.

Pete Mockaitis
“I help corporations rewrite the rules so they make more money.” That’s, like, that feels a little off-putting to most. Although if you run a corporation who wants the rules rewritten to make more money, then you would like to be talking to that lobbyist, I guess.

Rebecca Okamoto
Well, I think you want to say it in whatever they’re looking for or saying, but I normally say, “Like, I help my target audience achieve a benefit they desire.” That’s the easiest one. “And the benefit they desire is something that they say they want. So, I help worried job hunters confidently explain why they’re the ideal candidate to hire.”

So, I interviewed a lot of, when I started my career, like job hunters, and they always use the word worried, confident, not confident, and struggle. So, I decided, “I help worried job hunters confidently explain why they’re the ideal candidate to hire.” And people are like, “Oh, my sister is really struggling,” “Oh, my kid is really struggling.” They can identify. So, that’s a really effective way of introducing yourself.

Pete Mockaitis
It is really good. It reminds me of some kind of basic core principles associated with copywriting, is that, ideally, if you know the words people use, when you speak them, it’s like, “Oh, this guy is for me. That’s how I think about it. That’s what I’m looking for.” Even though you might use perfectly valid synonyms, but it’s like, “Well, that’s not what I…and I’m not sure if that’s for me or not.”

Like, I remember, one time I was doing a lot of Myers-Briggs trainings, and so, you know, I could call myself an MBTI practitioner because that’s what we call ourselves when we get certified. But most folks are just like, “Oh, what I want is someone to do a Myers-Briggs workshop for me.” It’s like, “Oh, well, I do Myers-Briggs workshops. So, then we got to talk.”

Rebecca Okamoto
Right, exactly. So, then if you’re talking to your peers, it’s different than talking to your executive, for instance. And when you’re pitching to them, you’re talking about, “What I can do to help you with your margin improvement.” But you might be telling your boss, “I can save you money.”

Pete Mockaitis
Yeah, that’s a good thought.

Rebecca Okamoto
So, your introduction changes depending on your audience and what they say.

Pete Mockaitis
Well, Rebecca, you make it sound so quick and easy. Is it so quick and easy or is there a bit more of a deep research process underlying the landing on these up to 20 words?

Rebecca Okamoto
It’s quick and easy now, but I will say that when I started, funny you should say copywriting, because I am obsessed. I’m not a copywriter. I’m a mechanical engineer.

But engineers like to figure out how things go together and I’m obsessed with the concept of copywriting. Because to me, they had to be persuasive with words. And how do you give a headline that grabs someone’s attention to get someone to want to click? So, I learned about persuasion is a journey and it’s about getting someone to want to know more. That’s how I designed my frameworks.

And then I always thought, “Well, what if you don’t have work experience? What if you’re my nephew and he’s just starting off work, and he doesn’t say, like, ‘I’ve done all these things and I can tell stories with data,’ what should he say?” And I go, “Maybe you should use your passion or your mission or your strengths.” But it’s all about getting someone to say, “Oh, tell me more.”

Pete Mockaitis
Okay. I like these rules of thumb. So, we want them to say, “Oh, tell me more.”

Rebecca Okamoto

Yes.

Pete Mockaitis
Super. So, we want to clearly describe, “I help target audience get the outcome they want.” Any other rules of thumb or things you have in mind as you’re crafting these?

Rebecca Okamoto
Yeah, I would say think about your introduction answering the question, “What do you do? And how does it help me?” So, “I help my target audience achieve a benefit they desire.” Because a lot of people say, well, 20 words, they completely miss any of my frameworks, and they’re like, “Ask me to find your purple unicorn.” “What? What’s a purple unicorn? Like, why am I asking you that?”

Because they think it’s most important to think to be clever, “I’m a process architect and I help calm chaos and spread glitter.” And I’m like, “You spread glitter? I’m sorry, why do you spread glitter?”

Pete Mockaitis
“I got to clean that up! That’s going to be a hassle. I don’t want you to spread glitter.”

Rebecca Okamoto

But they’re trying to be clever. So, it’s like, “What do you do and how do you help me?” And I’m pretty sure people are not looking for some, “Well, in the context of process engineers spreading glitter.” So that’s the other thing to think about is be clear. You don’t have to be clever.

Pete Mockaitis
“You spread glitter in our manufacturing plant that’s going to be…”

Rebecca Okamoto
That’s a problem.

Pete Mockaitis
“…problematic for our processes, in fact.”

Rebecca Okamoto
Yes. Yes.

Pete Mockaitis
Okay. And I think that’s really good to think about it for in terms of their word choice and selection because “spread glitter” might be super resonant for you and, in a way, you know, a very lovely little motto or inspiration, you know, print up accessory for your office wall. Cool beans. But to share it with others who don’t have that same perspective is just going to fall flat.

Rebecca Okamoto
Right. Or, you could just say, “I solve your problem.” Someone from 2018, he came to one of my workshops, and he said, “I read your blog and I redid my entire introduction. It’s now in six words, ‘We make Salesforce easy to use.’” And he said, now, when he introduced himself, people would stop him and say, “Hey, Bob, come over here. This guy makes Salesforce easy to use.”

It was so easy for them to understand they were recruiting people for him and they were able to repeat his personal brand, and it’s six words. So, I tell people it’s not about 20. It’s about the fewest number of words that makes the person go, “I know who that is,” or, “I want that.”

Pete Mockaitis

Okay. Lovely. Well, Rebecca, it feels like you are a master of concision or a succinctness. It seems, like, understood. What else do we need to say about this matter?

Rebecca Okamoto
So, the first thing is, then, remember it’s about your audience not yourself, and don’t try to be clever, and then you have to practice. So, I have a lot of people tell me, “Oh, yeah, I’ve worked on my introduction. Wait, let me…It’s in my phone.” And I’m like, “Okay, that’s actually not going to work.” You have to memorize it and then you practice it, because you want the intonation to sound confident. You want to be able to say it anytime someone waves a microphone in front of you.

I’ve had people try to, like, sneak up me and say, “Introduce yourself” at a lunch thing and say, “Stand up and introduce yourself.” And I’m like, “That’s never going to be my problem because I’m always going to be able to introduce myself because I practice.” And first impressions really matter. So, I would say practice, practice and practice.

Pete Mockaitis
Yeah. To the point about practicing, we had a previous guest, Laura Sicola, on the show, and she made a phenomenal point, is that we know our names so well, or maybe anything that we know super well. We have a tendency to speak it super-duper fast.

And I think I’m guilty of this in my own podcast intro, like, “To check out the show notes, or the transcript, or the links to the items that we’ve referenced, go to awesometeourjob.com. So, I was like, “Okay, hold up. If it’s a new person, like, ‘Oh, what, what, what, what, what all is there? Huh?’” It’s, like, I have to continuously remind myself, and sometimes I fail here.

It’s to think about them hearing it for the first time. And she says, many of us were saying our names wrong, like, “I’m Pete Mockaitis.” Like, “What? What?” It’s like, “I’m Pete Mockaitis.” So, there’s the pause, and then the intonation movements, that the name itself is heard very clearly, which is actually a genuine risk because we know our names so well, we might spit it out too darn fast.

Rebecca Okamoto
Right. And people tend to go, like, “My name is Rebecca Okamoto?” Like, you’re asking a question, “You don’t know your name?” You’re not realizing that you’re just saying it so fast. Yeah, so I tell people record themselves. That’s what I do. I practice all the time to get that muscle memory, because introducing myself is important and I do it for a living. So, I do that.

And then I always say the last tip is test it out because it makes sense to you, but it may or may not make sense to someone else. So, a different executive coach, I was in a workshop with, and he said, “Oh, I have one. I help high-potential managers having problems right now.” And I’m like, “Well, what does that mean having problems right now? What kind of problems?”

And he said, “You don’t understand?” I’m like, “No, I don’t understand.” He goes, “Well, that’s because you don’t understand.

Pete Mockaitis

Health problems? Money problems? Marital problems?

Rebecca Okamoto
I know. Exactly. And I’m like, “I think it’s unclear.” And he goes, “It’s not clear. You don’t understand.” I’m like, “That’s what I’m telling you. I don’t understand.” So, he was angry at me, and I’m like, “I’m the listener. How am I supposed to recommend you to someone?” So, if someone tells you it’s not clear, you get defensive. It’s a sign that it probably isn’t clear. Just because you understand it, your introduction is for the listener, not for yourself.

Pete Mockaitis
Yeah. Certainly, because, in a way, I’m imagining that that could become super resonant shortly, it’s like, “I help managers who have problematic employees they’re worried about firing or something,” or something. Or, “Who may need performance improvement plans.” It’s, like, that could be like, “Oh, my goodness. Thank you. I’ve been worried about this and didn’t know what to do about it. And here’s a guy who can help.”

Rebecca Okamoto
Right, yeah. And what you find is, if I tell people, like, “I help new entrepreneurs introduce market and promote themselves in 20 words or less,” people say, “Well, do you help, like, not new entrepreneurs?” They’re like, “Who else can you help? Can you help students?” If you’re really clear about your audience and it makes a very clear impact on the person, the chance of them saying, “Do you help someone else go way up?”

But if you’re like, “Oh, I help this group, that group, and the other group,” when people say, “Oh, I’m the,” – what is it? – like, the generalist or whatever, or, “I’m some kind of, I don’t know, multi-tool,” and you’re just like, “It’s too broad, and no one can envision what that will do for them.”

Pete Mockaitis
Okay. Yes, the visualization point, again, coming back.

Rebecca Okamoto
Yeah, “I’m a jack of all trades,” and you’re like, “What would I do with a jack of all trades? Can you help me troubleshoot this type of problem within 90 days or less? Can you help me get this result without, you know, using a lot of capital? That’s what I’m looking for.”

Pete Mockaitis
Okay. Well, let’s talk a bit more about when we do the practice, we talked a bit about the pacing. And then we talked quite a bit about the actual word choice themselves. Can you give us some perspective on tone, rhythm, body language, anything else when it comes to the delivery of these up to 20 words?

Rebecca Okamoto
Laura Sicola, I’ve seen her TED Talk. I actually heard the same advice she gave in her TEDx Talk from a Dale Carnegie class, which is saying your name is really important. And as someone who have been on the receiving end of people from all over Asia, where I didn’t know their language, you don’t want to be like, “What was your name again? What was your name again?” So, saying it slowly and practicing is really important.

And then from the pacing standpoint, you don’t have to say it super-fast, because you’re trying to get a conversation. So, it’s like, “Here’s what I do.” And I like to say mine with a lot of confidence. So, it’s just like, “That’s what I do.” And I make my tone bend down at the end, “I help people introduce, market, and promote themselves in 20 words or less.” And just give it a pause.

Pete Mockaitis
Okay. And then, hey, facial expressions, hand gesture, posture, anything to think about there?

Rebecca Okamoto
Well, I guess if you’re just sitting, you know, you can only do so much. I would use your hands. Palms up is a very famous one, where speaking with your palms up. Smiling is a really big deal. It’s been shown that people who smile are, like, just genuinely more likable from a first impression standpoint. So, you want to sit up straight. You want to have good posture. If someone told you have good posture, it makes a difference.

I also think that if you’re standing, that whole thing about eye contact, but if you’re on a Zoom call, you want to look into the camera and you want to simulate what eye contact is so that it looks like you’re looking someone in the eye.

Pete Mockaitis
That’s good. Well, I was just about to ask about this in the digital world, any perspectives on making great first impressions when you do have that digital domain going on?

Rebecca Okamoto

So many people turn their cameras off. You want to have your camera on.

Pete Mockaitis
Whole time?

Rebecca Okamoto
Yes, whole time. And you want to look into, when you’re speaking, you want to look into, whatever, you have a red dot or a green dot, whatever you want to look into that camera. A friend of mine is a coach for people who do a lot of things on Zoom. And one of the things he told me to do is stop using big hand gestures and moving back and forth.

He said, “So, you want to sit and ground yourself. Think of it like a close-up on a camera.” So, he said, “When you’re on a stage, yeah, big arm gestures, big, bold gestures are good. But when you’re sitting there, moving around is very distracting. It makes you look nervous.”

Pete Mockaitis
Okay. Understood.

Rebecca Okamoto
Yeah. Oh, I have one other tip from an introduction standpoint, which is I have multiple introductions for people. You have different audiences. They’re at different levels, if it’s in one organization. You don’t need one introduction that fits for everyone. You have an introduction for the type of people that you’re meeting.

Pete Mockaitis
Certainly. So, in a social environment, in which you are not expecting to generate business or professional anything, we would be going in a totally different direction.

Rebecca Okamoto
Right.

Pete Mockaitis
Well, now I wonder, is this, so we probably no longer use the formula, “I help target audience get result they want”?

Rebecca Okamoto
Sometimes you can, it kind of depends on what you’re doing, but you might want to do like your passion, mission, or strength, you know, “I work in the healthcare field and I’m passionate about helping people in need, creating opportunity for vulnerable communities.” You might want to talk about it that way.

Pete Mockaitis
Okay.

Rebecca Okamoto
Who you serve, so they’re like, “Oh, I love that you help people in need.” But again, it’s all about creating a visual in your audience’s mind so they can be like, “That’s really great. So, tell me more.”

Pete Mockaitis
And how about purely social?

Rebecca Okamoto
Well, I mean, I still tell people what I do. So, it’s like, well, you know, if I’m sitting on a plane and I don’t know the person, and they’re like, “What do you do?” “Oh, I work with…” I’ll just pick something that I think is generic, because I’m just looking to, well, I’ll say spark a conversation, “I work with personal branding and I help people introduce themselves in 20 words or less.” So, it just makes it clear what I do, whether they say, “I know someone,” or not. I just want them to be like, “Oh, that’s interesting,” so they can see what it is.

Pete Mockaitis
Sure thing. Got you. I guess I’m imagining, so we’re at a barbecue and it’s, “Oh, hey, what’s going on?” “Oh, hey, I’m Pete.” “Hi, Pete. What’s your story?” Like, “Well, there’s many ways I could go with that, sir.”

Rebecca Okamoto

Yeah, I mean, you could say like, if you want to talk about your work and then you want to put it in like, “I work in the supply chain and it’s like being a…” well, maybe this is not a good example for today’s environment, which is like, “I’m like an air traffic controller that helps, you know, products go from A to B, crossing the country,” something like that. Or, “I make things make sure that they show up on your shelves on time.” Really generic, the way you would describe it to your seven-year-old nephew or niece.

Pete Mockaitis
Okay. Certainly.

Rebecca Okamoto
Yeah, that’s a good way of doing it so that if you’re like, “If I could explain it to a kid, it’s probably a generic enough one to use in a social environment.”

Pete Mockaitis
All right. Well, anything else you want to make sure to mention before we hear about some of your favorite things?

Rebecca Okamoto
No, I think that that covers it. I just really love it when people tell me that it made a difference where they felt seen and heard. That’s the greatest part about having a great introduction.

Pete Mockaitis
Beautiful. Well, now could you share a favorite quote, something you find inspiring?

Rebecca Okamoto

I say that my favorite quote is from JFK’s “moon talk.” So, at Rice University, 1963, he said, “We choose to go to the moon. We choose to go to the moon in this decade, not because it’s easy, but because it’s hard.” So, I find it very inspiring that, and he said something similar when he gave a, I think it was at a prayer meeting. He said, you know, “Do not pray for easy lives. Pray to be stronger men.” I think it’s really important that we try, and I think that adversity is a good thing. So, I find it very inspirational.

Pete Mockaitis
Okay. And a favorite study or experiment or bit of research?

Rebecca Okamoto
I’m obsessed with the dilution effect, the dilution factor. So that is, it means that the more you speak, the more you try to explain, the less impact your message has, which is just another reason to say why you want it in 20 words or less. You don’t need a lot of things. You just need one thing for someone to grab ahold of.

So, I’ve been studying a lot of the dilution effect. And then I try to tell people when I coach them, “You’re diluting your message. You’re making it hard for me to understand. So just give me one thing and let me ask you about the rest.”

Pete Mockaitis
All right. And a favorite book?

Rebecca Okamoto
Never Split the Difference by Chris Voss, who I believe was one of your guests, yeah.

Pete Mockaitis
He sure was.

Rebecca Okamoto
I mean, I recommend his book because then you can help people with the intonation and they can understand how important it is to get someone to say, “Oh, my God, that’s me.” And that’s what your introduction is, very similar to that.

Pete Mockaitis
And a favorite tool?

Rebecca Okamoto
I’m obsessed with copywriting. So, the tool I use when I work with people is it’s called problem agitation solution. So, when you’re pitching yourself, you give them the headline, which is, “I help people with something to say, but struggle to say it.” Then you talk about a problem that people have and you sort of agitate it, and say, “Here’s how I solve it.” So, I love that tool.

Pete Mockaitis
And a favorite habit?

Rebecca Okamoto
I have a new habit. I have been working on using rituals. Rituals are a sequence of things that you do to focus yourself and really imbue purpose to the activity that you’re doing. A really famous person that does this is Rafa Nadal, a tennis player. Like, before he serves, he goes through a sequence of things to get himself ready. He sits down between points, and he like straightens his water bottles, and he’s just ordering his mind and he’s getting himself set.

So, I’m like, when I write, instead of procrastinating, instead of getting popcorn, I’m going to have a ritual that makes it really meaningful for me to sit down and, whether it’s 20 minutes or two hours, focus and purpose.

Pete Mockaitis
And what is the ritual?

Rebecca Okamoto
I grab a mug of a hot beverage, I take a few deep breaths to center myself, and I ask myself how I’m feeling, because if I’m feeling purposeful, that’s good. If I’m feeling overwhelmed, nervous, whatever, I ask myself, like, “Hey, what’s going on? Why do you feel that way?” And then I tell myself, “Be grateful for the moment and the opportunity that you have, that you get to write, that you get to help people. And what is your purpose?”

And when I center myself on my purpose and who I’m trying to serve, all of that stuff goes away. And it takes me – what? – two, three minutes, kind of center myself. But it always starts with a mug of like a hot beverage. I don’t know why, but I just like that. And now every day, and I used to do it randomly. Now every day, either at 7:00 a.m. or 10:00 a.m., I have a mug of something and I start my day really focused.

Pete Mockaitis
Okay. And is there a key nugget you share that really seems to connect and resonate, and they quote it back to you often?

Rebecca Okamoto
So, since I gave this TEDx talk about how to introduce yourself and get hired, people play it back to me all the time. I didn’t realize that it’s about you versus about me. So, I tell people about me is something like, “I’m an award-winning bestselling author.” About you is, “I help new authors get published faster.” They play this back to me all the time.

Pete Mockaitis
Okay. And if folks want to learn more or get in touch, where would you point them?

Rebecca Okamoto
They can come to my LinkedIn profile, which is just Rebecca Okamoto, or they can go to my website, which is 20Words.com, the number 20, words.com, or Rebecca@20Words.com.

Pete Mockaitis
Okay. And do you have a final challenge or call to action for folks looking to be awesome with their jobs?

Rebecca Okamoto
Yes. So, I will tell you my challenge to them is to think “What if?” What if that inner critic inside your head is wrong? What if that inner voice is wrong? So, when you introduce yourself before, and you’re like, “Oh, I’m no good. I shouldn’t have even tried,” what if the only thing, the only difference between that being seen and heard and recognized was your introduction, was your ability to be clear? And it’s a skill, not a problem – “What if?”

Pete Mockaitis
All right. Rebecca, thank you.

Rebecca Okamoto
Thank you.