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1035: How to Create Stronger Connections by Disagreeing Better with Bob Bordone

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Bob Bordone discusses the importance of building conflict resilience and how it can help you navigate the tough conversations.

You’ll Learn

  1. How conflict resilience brings people together  
  2. The key to raising your conflict tolerance 
  3. How to face any conflict head-on in three easy steps 

About Bob 

Robert Bordone is a Senior Fellow at Harvard Law School, founder and former director of the Harvard Negotiation and Mediation Clinical Program, former Thaddeus R. Beal Clinical Professor of Law at Harvard Law School, and founder of The Cambridge Negotiation Institute. He is co-author of Designing Systems and Processes for Managing Disputes, and co-editor of The Handbook of Dispute Resolution. 

Resources Mentioned

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Bob Bordone Interview Transcript

Pete Mockaitis
Bob, welcome.

Bob Bordone
Pete, great to be here. Thanks for having me.

Pete Mockaitis
Oh, I’m so excited to talk about conflict resilience, how to negotiate without giving up or giving in. Could you kick us off with a riveting tale, no pressure, but extremely exciting, high-stakes negotiation that you were in the midst of? And tell us what went down.

Bob Bordone
Oh, man. You know, there are many, and I think one thing I want to say also is that anyone who’s in a negotiation, for them, it is high stakes and riveting. But the one that immediately comes to my mind is actually one that I mediated, and it was a family of means that had lots and lots of property to be divided between them, and went on for many months.

I mean, there are so many fascinating aspects to this, but, for me, what was most interesting was folks were, and I think this actually comes up a lot in conflict, folks who are fighting over things, but the truth of the matter is that most of the actual fight was about feelings and emotions and stories that people told about each other.

And so, a lot of the work, this may or may not surprise your listeners, was getting folks to actually put aside the fight around the things, to talk about what was actually going on. And once we were able to do that, it didn’t make the fight about every single property easy, but it made it much easier and helped us to bring it to an end that not only resolved it, but also actually helped this family stay together.

Pete Mockaitis
Yes. Well, Bob, you’re giving me a flashback. Wow, this was a weird day. But, one time, I remember I did a Myers-Briggs workshop for a group, and then someone said, “That was awesome. You should come do that for me and my co-authors because we’re kind of working on a book together, and this would be really great for our team dynamic.” But as I got into it, what became clear was, “Oh, your conflicts are way deeper than just these personality difference stuff.”

Bob Bordone
Oh, wow.

Pete Mockaitis
“And, like, I don’t even know if I’m the man for this.” But, yeah, there was some family and some history and some emotions and about being appreciated or taken advantage of, or, like, historically, and it’s, like, wow. And just talking about who’s going to write what chapters and how their personality will help or hinder certain sections of who’s writing what isn’t going to cut it.

So, tell me, how do you make that that pivot, that transition, because in their mind, it’s like, “Okay, this the personality guy that’s going to help us write our book.” In their mind, “Okay, you’re the mediator guy helping us divide the property.” And then I say, “Well, no, actually, let’s talk about how you feel your sibling treated you as a teenager.” It’s like, “What?”

Bob Bordone
Yeah, Pete, this is a great question. It sounds like you’re not a therapist. I’m also not a therapist, and also this isn’t therapy. At the same time, I will say that one of the things that I have come to really appreciate, you know, my background is in law. People do not come to lawyers for therapy, but it is often the case that what’s most convenient to talk about is who’s right and who’s wrong, and who gets the thing and what the legal rules are.

But so much of, I think, the work of really being good at conflict to ourself and also being good as a mediator, a facilitator of conflict is getting people to do some of their own work first. And we imagine, my co-author and I in writing our book, that people will come to it, and in their mind, they’ll be thinking about, like, “How do I deal with this unhinged person at work?” or, “Like, my mother-in-law or someone on I’m in conflict with a, whatever, at the local church?”

But the first step, I think, is always doing like an internal audit, because I think, often, part of what makes conflict hard, like, across a proverbial table is that we also often have lots of internal conflicts and ambivalence in ourself. And when we’re triggered in a particular conflict, it’s kind of bringing up what’s happening in that moment. And then a big narrative and our history and our family background, and “Do we need to unpack all of that, like, to figure out who gets what?” No, I don’t think so.

It’s also the case that, I think, the more self-aware we are of those dynamics, the quicker we can move from that, what we call kind of period of limbic irritability, where we’re kind of being emotional or maybe irrational or running.

Pete Mockaitis
Limbic irritability, I can go into that.

Bob Bordone
Yeah, I love that. I would like to take credit for limbic irritability, but that is very much my co-author, who brings a brain science piece to this book. And it’s really just this moment, or actually more than a moment, when someone says or does something in a conflict and the frontal lobe, like the rational part of our brain that makes good decisions, is overridden, it’s irritable, if you will, by chemicals that are coming from the amygdala.

And we know that it’s like the adrenaline and the cortisol, and that’s kind of making it harder to make really good decisions at the negotiation table. And so, the quicker we can name what’s going on to ourselves, and there’s actually research about this, we’re looking at fMRIs, the quicker people are able to kind of name it to tame it, naming those emotions and feelings and those stories, the quicker the limbic irritability actually goes down, and allows us to be more constructive.

Pete Mockaitis
Well, now this is sparking some remembrance of a nonviolent communication. Is that Marshall Rosenberg?

Bob Bordone
Yeah, yeah, yeah.

Pete Mockaitis
In which he nails it, like, to be able to say, “I’m feeling angry because my need for respect doesn’t seem to be being met in this situation.” It does worlds for like, “Oh, okay. It’s no mystery, that’s what’s going on here.”

Bob Bordone
“That’s what’s going on.”

Pete Mockaitis
“I felt like when he said that, that was disrespectful to me, and so I got angry about it. But, I guess, I don’t need to let that impact my thousands of dollars of whatever negotiation here. I can just kind of let go of that,” or maybe say, “No, actually, that’s pretty important, given brand, or reputation, or whatever. That’s got to get addressed here. Let’s do it.”

Bob Bordone
What you just did there, Pete, is, I mean, so critical because it’s, first of all, it’s being able to name yourself, the feeling and the need of what’s not being met, and that is important. I mean, I don’t know any relationship, whether it’s a boss, supervisor, colleagues, parent, friend, you name it, that works well in the long term where one person isn’t feeling respected.

So, the real difficult conversation is “What does respect look like? And how can we change the dynamic?” So, to be able to name that and say, “That is important. What might be less important is whether I’m getting paid $3,000,” or you’ve moved your fence six feet to the right, or whatever it may be. That might be one way of conveying respect, and there might be 22 other ways. But until we actually get at what’s really the real rub, which is, “I feel disrespected here,” it’s going to be actually hard to even have a conversation about the right thing.

Pete Mockaitis
Yeah, that’s dead on. And I’ve heard that there is some research, and, Bob, maybe you have it top of mind. When it comes to medical malpractice type situations, one of the biggest drivers is the extent to which the physician is being caring and honest and helpful as they go and say, “Hey, so this is what happened, and we’re so sorry. Humans make mistakes, and we made a mistake, and here’s what we’re going to do to fix it,” as opposed to silence, lawyer up, be difficult. It’s, like, that actually is a worse approach for mitigating liabilities and losses.

Bob Bordone
Amen, yeah. And this research you’re talking about is really kind of fascinating because what it shows is that people are more likely to want to sue in a situation where they don’t feel that the doctor has been willing to kind of has actually met those interests in listening and sharing their contribution, where they’re just in a defensive stance, than if actually there is that listening and that kind of meeting the interests of feeling hurt, and even apology.

And I think where it’s really interesting from a conflict perspective, and someone who is also trained in law, is there’s this interesting sweet spot of, if people can just actually be honest, like doctors make mistakes, that causes damages for sure that need to be compensated. But the moment of acknowledging that goes a long way to me not wanting to destroy you.

I might need another surgery, and, yeah, I kind of expect the hospital to pay for that. But, like, I don’t need to destroy you. But that defensiveness, and what’s weird is law would come in and say, “Don’t say anything because if you say anything, that will be used against you and then we’re doomed.” And so, what ends up happening is we miss an opportunity there. We miss an opportunity that I think is unfortunate from a conflict perspective.

And, I mean, here we’re obviously talking about medical error, but on a day-to-day basis in, like, relationships, I think similar dynamics come up where the act of apology or the act of sharing some vulnerability doesn’t happen because we’re afraid that the other person is going to take advantage of us. Both sides fearing that do the kind of least good thing, the thing that’s like least in their actual character, and then they tell a story about how terrible the other person is.

Pete Mockaitis
Yeah. Well, so coming back to your situation with the wealthy family, you noticed, “Hey, there’s some emotional history stuff going on here,” what happened next?

Bob Bordone
And so, just a piece of that, it is not to relitigate that, for sure, and one of the, I think, core things we talk about in our book, it’s not even to get people on the same page. But the process, I think, of just effectively listening to each other’s stories and experiences, having it validated as, “This is how you experienced,” just can go a long way in, I think, changing the narrative and, particularly, like changing the idea of what might be possible.

Like, another domain of work where I’ve done this is working across lines of difference with, like, Israeli and Palestinian young people. It’s not typically the case that ongoing dialogue across a line of difference changes people’s view on the substantive issue, but it powerfully changes their view on the way they tell the story about the other person, and that’s really valuable for what they might be able to do going forward.

And even if they can’t do all that much, being able to say that, “This is a three-dimensional complicated, interesting person that I can identify with,” is better than “They’re the enemy/subhuman/fill-in-the-blank,” right?

Pete Mockaitis
Understood. Okay, so with your book, it’s called Conflict Resilience, what does that mean?

Bob Bordone
Yeah, so what we want to make really clear that it’s not a fancy word or a catchy word for conflict resolution, but it’s actually quite different. Conflict resilience is really the kind of capacity to sit with the discomfort of disagreement, meaning that it’s both this ability to listen very well and effectively and generously, and also assert your own viewpoint authentically, non-avoidantly, but in a way that increases the chances that the other side could hear you. And it’s independent of whether or not we might be able to actually problem-solve, agree, or find common ground.

So, in a sense, it’s a little bit like emotional intelligence. It’s a set of skills, but it’s like a capacity or a quality that, I think, in this case, is prerequisite to being able to do conflict resolution or negotiate or mediate. Because if you can’t stand the heat of the fire of the conflict, then you really can’t resolve it. You can run away from it but you can’t resolve it.

Pete Mockaitis
Yeah. Well, it’s funny, you’re sparking some memories for me. I remember I was dealing with an issue and I was chatting with a lawyer, and he said, very matter of fact, “Well, either they give that money back or you sue them.” I was like, “Oh, just like that, huh?”

And then someone else was talking about the same issues, like, “You know, unfortunately, it sounds like, I know it’s a huge pain, but if they don’t play ball, I think you’re going to have to actually, you know, contact a lawyer and do that whole thing, file a complaint with the county, all that stuff.” And it was so noticing how that juxtaposition there, two people talking about the same thing, one just like, “Hey, whatever, sue. No big deal.” And the other one is like, “Oh, yeah, it’s got to be a real big thing.”

And I think that that is reflective of personality or emotional capacity or something, because to one person, it’s no big deal, and to the other, it’s, “Oh, man,” a huge ordeal is about to unfold.

Bob Bordone
Absolutely. One of the things we talk about in our book is kind of these five Fs: fight, flight, freeze, fawn, or fester. I know I said that very fast. Fight, flight, freeze, fawn, or fester. But they’re kind of like our, as you were saying, Pete, like default tendencies that we have in that moment when we’re feeling conflict. And the brain, the way it’s kind of set up is, in the moment it feels this discomfort, it will go to the thing that relieves it most quickly.

And for some of us, it might be fighting. It feels like we’re doing something. And others, it might be fawning, which is like, “Oh, my gosh, I’m so sorry. I didn’t mean to. Oh, please forgive me,” or fester, I kind of just kind of sit there and stew quietly, or flee. And the truth of the matter is, though, I think that if we can become more aware of that default, and it does differ, as you say, for different people, it gives us this moment of opportunity to choose something that might be more purposeful, that might actually advance our goal. And it might be very different from you either sue them or avoid it.

I think the other thing, Pete, that you’re bringing up, and tell me if this seems right to you, is that just our individual experience of what might register as conflict just varies. So, just an example with my co-author, since you were asking about co-authors earlier, right? I’m somebody, I’m trained in law, I love to get into a policy discussion, right? We can, you know, whatever. You pick something, Pete, I’ll, like, get into it with you, and it’ll be super fun.

I’ll be like, “I had so much fun, it was great.” My co-author might be like, “Oh, my gosh, Bob’s really upset.” Like, sleepless nights. Like, “Is our friendship in danger?” And I’m thinking that was fun. And so, there’s just a way in which what each of us registers as conflict, so we call this conflict tolerance, in our book, varies.

But the problem is if we if we’re not able to even have the conversation about “How do we handle that difference?” I will come away thinking “This person just caves in all the time. They’re obviously not that smart. They clearly agree with me.” And the other person comes away thinking I’m aggressive, a bully, you know, fill in the blank.

And so, part of it is how do we identify these differences? How do we find ways to talk about how to handle even the difference in which we experience conflict?

Pete Mockaitis
Yeah. Well, lay it on us. How do we do that?

Bob Bordone
Okay. Yeah. I mean, I think, so part of it is doing some work around your own, understanding your own defaults. So, with around the idea of conflict tolerance, we actually break it into two pieces, what we call conflict recognition and conflict holding. So, recognition is, “What is the moment at which I would describe our interaction as conflict?” Holding is, “Once I feel like I’m in a conflict, what is my ability to stay with it versus going into one of the defaults?”

So, doing some self-assessment, I think, is really important. I think the second piece is if I’m in kind of an ongoing interaction with, whatever, a sibling, where I continue to see, like, a shutdown around an issue. Instead of bringing the issue back up, there’s an interesting conversation to say, “Can we talk about what is happening for each of us when this issue pops up? Like, how do you experience a conversation? How do I experience a conversation?”

In other words, we’re going meta on the dynamic. And that may sound, I mean, to some listeners like, “Oh, my gosh, who’s going to do this? And are you going to do this every day, all the time?” No. But if it’s the kind of conflict issue that keeps you up at night, that’s tearing at a relationship that matters to you, that kind of you’re spending a lot of time around a proverbial water cooler or on a Slack channel, going on and on about how horrible they are, yeah, well that’s the time to actually engage this.

And that’s what people tend to avoid, and that’s what we hope our book can really be helpful with because that’s the productive thing we need to do better.

Pete Mockaitis
Certainly. And I’m thinking that, for any naysayers out there, I think that this is a tremendously valuable activity. Yes, not every day, and with not every issue. But because it really can be quite illuminating in terms of it registers for one person, it’s like, “Oh, my gosh, you’re enraged. You think I’m a terrible husband.” Like, whatever.

It’s like, “Oh, no, no, no, no, not at all. I just kind of preferred that we do it this way. I just kind of like it a little better. That’s all I was asking.” It was like, “Oh, really? Because it felt like judgy or whatever,” fill the blank. And so, I think those conversations are valuable. I think maybe some level of avoidance, resistance that we feel towards that is just straight up fear. Like, we’re worried the other person’s going to be like, “Oh, you softy. Come on. You always make me the bad guy.” Like, whatever.

It’s like there are, it feels as though that conversation could go very wrong. So, Bob, tell us what’s our risk prognosis and how do we do it well?

Bob Bordone
Yeah, I love that you’re bringing this up, right? So, I feel like there’s some good news and bad news in what I’m going to say here. The good news is that my own experience is, often the fear of what might go wrong in one of these conversations is like way more destabilizing, exhausting, and tiring than the actual conversation itself. I mean, it just is.

So frequently, I’ll work with somebody or coach somebody and they’ve practiced and they’re worried, and then after they do it, they’re like, “You know, I mean, it wasn’t perfect, but, like, I’m so glad I did it. Or it helped advance the ball. We didn’t get to Z. We got to F. But since we were at A, getting to F was like progress.”

But the other thing, here’s the bad news, because, I mean, I think there is bad news, and I think this does have people hold back. There is a chance, it’s like whenever you change the script and do something different, there is a chance you’ll get the worst possible answer. There is a chance that if you put yourself out there in a somewhat more vulnerable way to engage something that matters to you, in a way that’s really inviting to the other side, that they might be like, “Meh, I don’t really care.” “Meh, sounds like it’s your problem.” And, therefore, we avoid it.

We avoid it in service of the relationship, but the reality is that, if they really were to do that, in most cases, I’d rather know that now than engage in some kind of farce with you or wait for the slow kill on the relationship. And so, does that makes sense? Or what do you think about that?

Pete Mockaitis
No, that’s resonating. And, I mean, you might give him a second chance.

Bob Bordone
You might give him a second chance, oh, for sure.

Pete Mockaitis
Like, if they give you blowoff, it’s like, “Hey, you know, last week, I brought up this and you said that, but this is actually pretty important to me so I’d love to schedule time to dig into it.” And you might get a second blowoff, like, “No, I don’t think this is worth a second of our company time to dig into.” Well, you’re right, I think you know, it’s like, “Okay, this relationship will never be great. We may be able to endure to put our heads down and get something done, but we’re never going to have a trusting, excellent, world-class collaboration, so long as they are this way.”

And, it is, it’s good to know that earlier, rather than to be blindsided six years down the road, it’s like, “Oh, I thought we were really simpatico, but, no, we’re not at all.”

Bob Bordone
Yeah. Amen to that, right? And one of the things that I really do think, I mean, you touched on something when you said, “Give it a second chance,” right? For sure. And also, later in our book, we kind of offer some of our, hopefully, useful advice on kind of “How do you make this decision to have the conversation and when to not have the conversation, when it’s time to, like, exit in some way?”

And our overriding argument is that we tend to exit too quickly. We tend to go to that convenient, “Let’s just tell a negative story about them, we’re just the best it could be.” But there are some times when either it’s time to exit, or like, I mean, if it’s your boss and you like, you otherwise like the job, you’re going to have to figure out how to manage that relationship.

But, one, I think, important diagnostic part of that, it can’t be whether the other person in the conversation is going to be skillful, because people, as they don’t have some training in it, maybe they’re just not that skillful for whatever set of reasons. But I think you can say, “Can the person at least come to this with a degree of goodwill? Like, do I have to 100% trust them?” I don’t think so. But do you have to feel like they can enter into this with at least some good faith? That’s probably enough, at least to try. At least to try a few times.

And one of the things I always say is, I can’t ultimately change them, but before I make that decision of “This is not going to be the world-class collaboration that I hope for,” I want to have done all that’s in my power. I want to be as effectively assertive and as curious as I could have been. I want to make the conversation as inviting and as kind, but also as authentic as I could have been.

Then, you make your decision based on, after that. I mean, if it’s your sister, you’re probably going to have to have some relationship with your sister. If it’s your boss, well, for the time being, you might, but you might decide it’s time to look for a new work, right? If it’s like your golfing buddy and it’s so bad, you might be like, “Yeah, I’m going to find a new golfing buddy.” You make that decision depending on also what’s in your power to influence.

Pete Mockaitis
Understood. Now you’ve got a three-step framework: name, explore, commit. Can you walk us through this?

Bob Bordone
Sure. So, the name piece is, broadly speaking, what we would say is the internal work, meaning understanding what are the different internal kind of conflicts or stories that are perhaps making it hard for you to engage the conflict or making you tend to be very argumentative or fighting. So, name is, at both a kind of emotional level, a substantive level, and relational level, what are your interests? What are the kinds of default patterns you have? It’s a lot of self-work.

And we kind of break that into, we call mirror work, which is doing some of the self-examination of your own kind of history and story in this particular conflict. And then the next piece is the chair work, what we really call bringing into some integration, even internal stories or conflicts, and kind of naming them, giving them some voice.

So, just to give you an example, I think, that’d probably be most helpful. If there’s something you want to raise with, let’s just say, your boss, it’s kind of like, “Well, what are the reasons why it’s important to raise this? And what are the reasons why I’d rather not?” And, actually, like giving, naming all of those reasons.

And the reason why that’s worth doing is it’s often, and then practicing giving them voice, is because, often, once we get into the room, we tend to only have one or two of the sides actually get voiced. And the next piece, which is what we call the table work, is actually representing all of the sides in the conversation. So, that’s name.

Explore, I would say, is probably the most at-the-table pieces. So, what does it look like to actually open up and understand, like, “What are the interests of the other side? What is the story they’re telling?” So, a lot of listening, “How am I assertive about my views or needs?” And then the third piece, is commit. And with commit, there’s kind of two pieces in there.

One, we’ve kind of referenced this already, Pete, which is “How do I decide whether, if it’s a negotiation, like, is what’s being offered just something I want to say yes to?” If it’s an ongoing, let’s just say, conversation about, I don’t know, a political difference or a strategic difference, like, I don’t know, “How are we going to agree on an advertising budget for the next quarter?” do I want to kind of continue to engage on this, or do I just think it’s not worth it anymore?

And then, lastly, just from a relational interest, kind of as we were saying, is this a relationship that I might say, “I want to continue in this relationship, but it can only go so deep”? Or, “Gosh, we did something here, we did some work here that was pretty transformational, and we’re actually closer.” Or, like, “Now that I’ve learned what I’ve learned, it’s time to kind of move on.” So, there’s that piece.

But the other piece we really talk about in the commit is, “How can we try to build organizational structures in place?” Like, if we’re a leader, “How do I commit to building an environment that actually encourages people to be conflict resilient, meaning that encourages people to kind of come forward with their different viewpoints, that isn’t a cancel culture, that isn’t a, ‘If you disagree with us or me, you’re a troublemaker’?” So, we kind of offer some advice on how to build a greenhouse that helps people be more conflict resilient.

Pete Mockaitis
Okay. Understood. So, I’d love to hear, let’s talk about the internal stuff, mirror work, in terms of, if we’re generally averse to conflict, it makes our necks feel uncomfortable, and there’s a lot of fear, trepidation, whatever, like, across the board, numerous relationships, numerous issues, any pro tips for how we can, generally, get better at this stuff?

Bob Bordone
Yes. So, part of in a situation where someone finds themselves more avoidant than engaging, my coaching on this would be like, “Okay, so let’s make a list of maybe what are the fears you have about engaging this?” and they’ll come up with whatever the reasons are, “It’ll go poorly, the person will get hurt, I’ll get hurt, it’s not worth it. Nothing will change. It’s not that important to me anyway,” blah blah blah. I always love that last one, “It’s not that important to me anyway.”

It’s like, “Okay, you’re paying me to spend time on this, but it’s not that important. I don’t even believe it, but, okay, let’s make that list.” But then, and this is the real coaching piece, “Why is it important? Why might you want to actually raise this?” And they’ll say, “Well, maybe something will change.” “Well, if we don’t, the relationship’s going to end up in the trash, anyway.” “Well, it’ll be hard to work with them,” “Well, it brings morale down,” “Well, how can they get better if I haven’t told them?” They make a list of all those things.

That work, just having them look at those two things, and then be persuaded, not that the first piece is not possible, but that the second piece is as legitimate and important as the first. And so, the kind of work there is embracing, this is the kind of mirror work, both of these are true. And if your tendency is that you tend to let all the fear side win the day, the side of you you’re letting down is all of the reasons why it’s really important to have a conversation, and you can’t do that consistently over time and actually be authentic and connected in relationship with anybody because they’re only seeing one piece of you.

They’re not seeing you. You’re letting something down here. So, if you’re worried about disappointing them, you’re actually disappointing a part of yourself. So, it’s interesting, some of this, I don’t know if any of your listeners, or you, Pete, have any interest in internal family systems, but some of this actually draws on internal family systems work, identifying, “What are the parts of us? Then how do we find ways to not evaluate or silence or overvalue certain parts and undervalue others? But each of these is useful and has served us.”

But when we consistently silence one because of fear, we are losing something, and I think the most important thing is we’re losing the possibility for connection. The possibility for actually a better working relationship. So, we think we’re doing something in service of preserving something, but we’re just setting up the slow kill.

Pete Mockaitis
Yeah, you know, maybe I’m a dork who majored in finance, and I am. But that makes me think about risk and money. It’s like you could take zero risk and have your money hang out in a checking account. But then there’s the slow kill of its value from inflation. Or you can take some risk, put it in the stock market. Like, it could go down. It absolutely could. But over the long term, historically, things work out a lot better for you if you park it there as opposed to a checking account.

And I think about that, similarly with these conversations, it’s like, you could play it safe and never raise it, and it’s true, you won’t be rocking the boat. You will not cause the potential damage that conversation could cause, but you will also not unlock the greatness that could be possible within this relationship.

And I have been delighted by how, like, sometimes relationships can go into amazing places when you say exactly what’s up. I remember my friend, Anne, in college, and I was maybe a little bit less guarded and flippant, say whatever was on my mind at the time before being chastened by things that went wrong, conversationally.

But I remember she said she was dating this guy, and I said, “Oh, yeah, I know him. You know, he’s funny. He’s funny, but sometimes I wonder, does he ever kind of occasionally strike you as maybe a little bit of an asshole?” And she laughed, and said, “Yes, he does! We’ve been trying to work on that, and we’re probably breaking up soon.”

Bob Bordone
Oh, my gosh!

Pete Mockaitis
And so, like, I had just met her, like, “Oh, I haven’t seen you around,” but then that immediately catapulted to, like, “This guy, Pete, like, he’ll share what he thinks, and so I trust him.” And then I went to great places and, likewise, I’ve heard of therapists who challenge powerful executives in their sessions, it’s like, “Nobody else talks to me this way,” and because of that, there’s just tremendous trust.

Bob Bordone
Tremendous trust, yeah. You know, one of the things I like to do, Pete, I used to not do this. I’m somebody who kind of came to this work largely because I think I was really bad and conflict-averse and wanted to learn more. But one of the things I do now, I think people will find this surprising, it’s I’m supposed to be a mediator, right, but people will be in a room and someone’s saying X and someone’s saying Y and someone’s saying Z and then someone’s like, “Oh, I’m really glad we’re aligned,” or like, “I hear you saying this.”

And I’m listening, I’m thinking, like, “There’s literally no alignment here. What are these people talking about?” And the convenient thing to do would be like to nod my head and say, “Oh, I’m so delighted we’re all in agreement,” and, like, walk out. But I tend to do now, and I used to not do this, I used to be a head-nodder.

But I actually think it’s so much more valuable to be like, “You know, I don’t want to be troublesome, but I actually don’t think you’re all saying the same thing. I think you’re saying really different things. And I think should dig in on that because, otherwise, we’re missing something important here.” And they’d be like, “Oh, I guess you’re right.”

But it goes back to that, like, yeah, as soon as you do something like that with somebody, I just think there’s a level of realness, and it can be done in a way that’s not mean-spirited, that’s not cruel, and it should be done assertively, like, “From what I’m observing, you know, whatever, from what I’m observing, like, this guy sometimes seems like a little bit of an asshole to me. I’m surprised and interested what you like about him,” or whatever, you know. “I’m glad you like him. I don’t want to take that away. I just don’t see it.”

I mean, you know, am I going to do that? Does it make sense to do that with someone’s spouse of 50 years? No. But I think here’s the other thing, Pete, because, one of the things, like, sometimes I worry that our message is that “You should be doing this always and everywhere all the time,” and that’s just not what we’re saying. What we are saying is this skill, this conflict resilience skill, if you want to be a successful leader, if you want to grow professionally and earn people’s respect, it has to be in your toolkit to be deployed at the right times and in the right space.

But to somehow think, “I am going to make it by avoiding everything, or taking out my sword and lopping everyone’s heads off in my path,” I mean, you could get so far, but at some point, that only works for people who don’t care at all about relationships.

Pete Mockaitis
Yeah, and soon you run out of heads. It’s like, “I’ve lopped off all the heads.” Because like fill in the blank in terms of like if you’re looking within any community, right, you know, people talk. And so, it’s like if we’re talking about real estate agents in the Nashville area, it’s like, “Okay, lop off all the heads. None of them want to work for you anymore.” Or, top engineering talent in Silicon Valley. It’s like, “All right, I’ve lopped them all off.”

Bob Bordone
Yeah, that’s right, and, like, no one wants to work with you, you have no trust. And then, what ends up happening, now we’re kind of in just plain negotiation land. It’s like somebody who, let’s just say, there’s 10 points of value to be divided, they’re consistently getting seven, and they’re going around, saying “I won, I won. Look how good.” And, like, they are except for the fact that, with some more skill and an ability to actually handle conflict better, that 10-point pie could be 20 points or 100 points or 200 points.

Pete Mockaitis
Yeah, totally.

Bob Bordone
And if it’s 20 and you’re getting 10 out of 20, you ain’t beating them. It’s just a 10 is greater than seven.

Pete Mockaitis
Yeah, I’m right with you there, in terms of the creative, collaborative, win-wins. That’s just like my default. And it’s funny, like, you cannot even begin to play that game until the emotions, the limbic irritability, is soothed in terms of like, “All right, let’s see what we can figure out together.” It’s just impossible, in my opinion, to get there when they’re like, “Bob is a jerk. I hate him, and I’m going to make him pay. And also, we’re going to find a creative, collaborative solution together.”

Bob Bordone
Right. Right.

Pete Mockaitis
No. No.

Bob Bordone
It just won’t work, right? And the other interesting thing about just the brain science aspect of that is when you are in that emotional refractory period, that limbic irritability time, your ability to actually, at a cognitive level, identify the interests of the other party goes down. When people are made to feel anxious, they think, “Oh, let’s make them feel anxious and then we’ll get more concessions,” it leads to quicker exit, lower trust, lower joint gains, lower interest in working together again.

Pete Mockaitis
Oh, and your reputation takes a hit too.

Bob Bordone
Yeah, and your reputation.

Pete Mockaitis
Your counterparties talking smack about you.

Bob Bordone
Yeah. So, it’s incredibly short-term thinking. But again, like thinking about that kind of existential brain of ours, that’s like going back to whatever thousands of years when you bang into me on a dark path and you’ve got to make a quick decision of whether I meant it or not. And if you decide I meant it and you’re wrong, you still take your club out and beat me and you’re alive and I’m dead. If you decide I didn’t mean it and you’re wrong, I take my club out and beat you and you’re dead, I’m alive right.

I mean, there’s a way in which the brain is, like, it’s not all washed up. It’s just that most of the things, like, this is we’re talking about conflict resilience. We’re not talking about existential. This is like your boss again, this your direct report, or your sister, or your brother, or like someone, or the real estate agent also goes to the Chamber of Commerce, and has to have a series of ongoing relationships.

So, you have to have a better command of yourself and a set of skills that are not going to put you into this, again, the 5Fs that are going to just make things worse for you, maybe in the short term, but certainly in the long term.

Pete Mockaitis
Well, Bob, tell me, anything else you want to make sure to mention before we hear about some of your favorite things?

Bob Bordone
No, except this has been fun. I love it, I love it. So, thank you, yeah.

Pete Mockaitis
All right. Me, too. Let’s hear about a favorite quote.

Bob Bordone
So, my favorite quote is a scriptural quote, actually, from Micah, and it is, “This and only this does the LORD require of you, to act justly, to love tenderly, and to walk humbly with your God.”

Pete Mockaitis
That’s pretty good and that’ll do it.

Bob Bordone
I hope that some of the principles in the book honor that.

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

Bob Bordone
For me, I mean, I’m a big fan of all of, like, Daniel Kahneman’s stuff. I particularly love some of the research on self-serving biases, and also on fundamental attribution error. It’s like a fancy word, but fundamental attribution error, basically, the idea that, “If something goes well, it’s because I’m obviously brilliant. And if something goes poorly, it’s because they’re jerks in any way Mercury was in retrograde.”

And so, that tendency to not have a learning loop, I think, if more of us were aware of that, I think it would probably lead to a better conflict handling.

Pete Mockaitis
All right. And a favorite book?

Bob Bordone
My favorite book is actually a fiction book. I mean, there’s lots of negotiations in it. It’s just really fun. I love “The Count of Monte Cristo.”

Pete Mockaitis
You know, Bob, this might blow your mind, it did me. Did you know that the story of “The Count of Monte Cristo” is based on a real human’s life?

Bob Bordone
I did not know that.

Pete Mockaitis
I was like, “That’s too crazy. That’s too crazy. No way, it’s a real human.” And, of course, there’s embellishments and literary, you know, whatever. But like, there was a dude who was in prison who escaped and exacted vengeance.

Bob Bordone
I did not know that. I like books that really make you feel like you’re transported to a different time. But another one that I really like is The Age of Innocence by Edith Wharton because it’s another book that makes you feel like, in that case, that you’re like in high society, at this particular period in New York City. Anyway, so those are the books that really kind of draw me in.

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

Bob Bordone
Ah, favorite tool, which is actually in our book, it’s called The Ladder of Inference, developed by Chris Argyris and Don Schoen, who are of Harvard Business School. It’s a wonderful tool for all sorts of things, but particularly if you’re in a conflict situation, when somebody says something like, for example, “You really messed up here.”

That, we would say that the top of the ladder, it is a conclusion. It is drawn by, at the bottom of the ladder, an ocean of information or data that we don’t all have access to, we only have some access to some. And then each of us picks some piece of information from that ocean, that’s a piece of data in an ocean, and then we put a story on it, our reasoning and inferences, and that’s how we reach the conclusion.

What the ladder enables you to do is have a much more productive conversation where instead of me saying “You messed up,” and you saying “No, I didn’t,” we can walk down each other’s ladders, talk about data, talk about reasoning. Sometimes it shifts opinions. Even if it doesn’t, it’s just a much more edifying conversation.

Pete Mockaitis
And a favorite habit?

Bob Bordone
You know what? What I’m going to do when I get off this call, a daily 45-minute walk with my golden retriever, Rosie.

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

Bob Bordone
So, not to be redundant, but I will be, which is that just the power of the first no makes all of the other yeses actually meaningful. So, to the degree you are in a conflict and you’re avoiding and you’re trying to be nice-y-nice, etc., and you think you’re serving the relationship, finding a way to kind of say, “You know, I pretty much don’t agree with this part, or I have concerns about this,” that is deeply connecting because it, first of all, makes all the yeses seem sincere and it’s an opportunity for connection.

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

Bob Bordone
Yeah, so you could learn more about our book and, hopefully, buy it at our website, which is ConflictResilienceBook.com. That’s ConflictResilienceBook.com. You could also learn more about me and my website, which is BobBordone.com.

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

Bob Bordone
Yeah, I would just say, if you have any kind of difficult conversation or conflict that keeps you up at night, that’s worth engaging and not avoiding. And if do it well, no matter how it ultimately turns out, I think you’ll feel better about yourself.

Pete Mockaitis
All right. Bob, thank you.

Bob Bordone
Pete, thanks for having me. This was really fun.

1034: Simple Shifts that Form Exceptional Teams with Keith Ferrazzi

By | Podcasts | One Comment

Keith Ferrazzi shares the simple but powerful shifts all teams can make to elevate performance.

You’ll Learn

  1. What’s holding most teams back
  2. How to improve collaboration with fewer meetings 
  3. The practices that turn team members into co-leaders 

About Keith 

Keith Ferrazzi is an entrepreneur and global thought leader in high-performing teams and Chairman of Ferrazzi Greenlight and its Research Institute. He is the author of the #1 New York Times bestseller Who’s Got Your Back and bestsellers like Never Eat Alone, Leading Without Authority, and Competing in the New World of Work. He is a frequent contributor to Harvard Business Review, the Wall Street Journal, Fast Company, Forbes, Inc, Fortune, and other many other publications.

Resources Mentioned

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Keith Ferrazzi Interview Transcript

Pete Mockaitis
Keith, welcome back!

Keith Ferrazzi
Pete, I’m excited about the call. And I love the name, that’s my father’s name. So anytime I get a chance to talk to a Peter, a Pete, or a Pietro, it always brings a smile to my face.

Pete Mockaitis
Ah, Pietro. A Pietro Ferrazzi.

Keith Ferrazzi
Si, è vero. È vero.

Pete Mockaitis
All right. Oh, we already got some life, some energy in this. That’s good. Well, I’m excited to chat about your book, “Never Lead Alone,” and I am going to accidentally say Never Eat Alone, because I read your book back in the day.

Keith Ferrazzi
That’s okay. That’s what most people know me from 20 years ago. This is the anniversary, 20th year anniversary of Never Eat Alone, the book that redefined “How do you build relationships that open doors of opportunity for yourself?” And now, 20 years later, “How do you build the kind of relationships among the team that you work with that won’t let you fail?”

Pete Mockaitis
And just for funsies, we were talking before we pushed record, I want to know, Keith, are you still a conference commando?

Keith Ferrazzi
You know, I just came back from Davos, which is probably the holy grail of conferences, and I had the blessing of facilitating a roundtable of the CEO of two of the largest high-tech companies, the CEO of one of the biggest banks, the head of AI for Salesforce. What an amazing place, and it was all utilizing the simple practices of “How do you deepen and build relationships in this crazy world we’re living in today?”

And that’s what we’ve done. I mean, the book Never Eat Alone was so successful because it was like eating popcorn. “Try this, do this, 15 tips to be a conference commando.” And this new book is the same way, 10 shifts from traditional mediocre leadership to having your team step up in high-performing teamships, and 10 shifts and a bunch of little practices and it’s not that difficult. You just got to pick up and start trying some of the practices.

Pete Mockaitis
That’s cool. And I know your style, your practices are based on a boatload of underlying research. Can you tell us a little bit about that research and any startling discoveries that made you go, “Whoa!” when you saw it?

Keith Ferrazzi
Yeah, 3,000 teams in our dataset. And what do you think the average team’s courage and candor is among a team on a scale of zero to five? What’s that?

Pete Mockaitis
Two point one.

Keith Ferrazzi
You read the book. Actually, it ranges between 1.8 and 2.2, and that is just shocking. How we could be sitting in collaborative dialogues and people aren’t courageous enough or transparent enough or desirous enough to make each other successful to be telling the truth in the room? That’s just sh**. And the average team is mediocre at best. And what I just kept discovering time and time again was how mediocre the average team was.

Now, there are some teams that crush it. Amazon’s team does an extraordinary job on many of the most important shifts of a high-performing team, and so do a lot of the young unicorns that are coming out of Stanford, disrupting large corporations. These companies are doing incredibly well. But the average entrepreneur and the average big-company executives, pretty mediocre.

Pete Mockaitis
And so, courage and candor at a two-ish level, what does that look, sound, feel like in practice as compared to a dream state of a five?

Keith Ferrazzi
Well, okay, we’re having a conversation about the lagging sales numbers this quarter, and we have a polite dialogue in the room, and then we leave the room, and the real talk happens, and that happens all the time. Or worse, people are DM-ing privately during the meeting, saying the sh** that they won’t say out in the meeting itself.

Keith Ferrazzi
So that’s in the average state. In the powerful state, and I’ll use a company that, really, is a lovely place to work, it’s called e.l.f. Beauty. At e.l.f. Beauty, everybody agrees when they’re hired that “We will have the fastest, most compelling growth as professionals while we’re working here. And a part of that is a commitment that we will always tell each other the truth. We’ll never let each other fail. It’s not throwing each other under the bus. It’s assuring that everybody is successful. We cross the finish line together,” all those kinds of words.

And as a result, in a meeting, somebody will say, “We’re lagging sales numbers,” and the head of sales will say, “You know it’s been very difficult to get the kind of leads we need for marketing because of our lagging competency in digital marketing.” And then the head of marketing will say, “You know, like I appreciate that. We’re down a gal that we used to have in that particular role, and it is an issue. But let’s talk about how we could reallocate resources.” And then the head of HR will pop in and say, “You know what? We’ve got an analytics person over there we could move.”

So, it’s that kind of a collaborative dialogue. Now, all of those one-off conversations would have happened in DMs or behind the scenes, and they wouldn’t have happened from a sense of what I call co-elevation, where people are collaborating in service of a mission, pushing each other higher. Instead, it would have been done in a more eviscerating-ly, kind of passive-aggressive way.

Pete Mockaitis
Yeah, like whiny, defensive, “Can you believe so-and-so?”

Keith Ferrazzi
Pointing fingers, and that just happens. I am so shocked by the most prominent businesses in the world. So, I have another one. I’m not going to say the name of the company, but this is a company I’m coaching right now, Fortune 50 company. And this business has self-professed that their candor levels are at 1.3 on a scale of 0 to 5, 1.3. And in one meeting, we practiced some practices.

So, my practices are researched. That was the original question, 3,000 teams, I’ve observed practices of successful teams. I take them out, dust them off, package them, put them in other teams to a point where I can prove that “If you do this practice, you will move the needle on the diagnostic and likely move the needle on performance.”

And the 1.3 company did this practice called a stress test. So, we had three critical initiatives that were being, or that are absolutely important for this company to thrive. Three critical initiatives presented. The first one presented and said, “Okay,” and they all present in the same way, “Here’s what we’ve achieved. Here’s where we’re struggling. Here’s where we’re going.”

But everybody knew that they had to individually write in a Google Doc what the challenge was. Like, “I listened to you. Here’s what I disagree with. Here’s a risk you’re not seeing, something. Here’s where I might offer an idea. And here’s where I’d be willing to help.” The entire group is writing this in, and then they go into breakout sessions, and they corroborate as small groups in three. Then we come back in and have a conversation.

And then I asked the team, “What’s the degree of candor you just experienced?” They all put into chat fours and fives. So, literally, one practice moved them from a standard of polite, passive-aggressiveness, and political dialogue to full transparency where they got all the stuff on the table and we were at fours and fives levels of candor in less than an hour of the meeting starting. This is what high-return practice is, and what the book can do for any team.

Pete Mockaitis
That’s cool. And I’m curious, what do we think is underlying the low levels of candor?

Keith Ferrazzi
First of all, there’s a wrongheadedness about feedback and candor that was born within our culture as children. So, when your parents gave you feedback, were they giving you input? They were telling you something. They were giving you a directive, “Sit up straight,” “Don’t eat that way,” whatever. Feedback has always come in the forms of a directive. And when you got it from your teachers, coaches, bosses, it’s always a directive.

Now I’m telling your peers to unleash feedback. But if everybody thinks that what they’re doing is giving each other directives, that is a cluster. But that’s why we don’t do it. Right now, we think that feedback and directive are intertwined. We don’t do it. We don’t like when we receive it because we assume that it’s coming with a directive.

I unbundle that when I’m working with teams. I say, “Listen, what we’re looking for is bold, inclusive, direct, challenging data from all of the points of view. In fact, let’s get more inclusive. Let’s go ask people who actually have a dog in the hunt down at the front lines. Let’s go ask innovators outside. Let’s get insights that just blow us away. And then let’s just treat it all like individual datapoints that we don’t have to do anything with, except use to analyze for better answers.”

So, one of the reasons why I think the feedback is so supercharged and the ability to get it more fluidly is to disaggregate what supercharges it. That’s the connection to directive.

Pete Mockaitis
That’s handy. So, right there, it’s just like, “If you have a different perspective about what we’re doing, what we’re giving, what we’re receiving, that can be big right there,” because some folks might say, “Well, it’s not my place to direct this person because, I mean, I’m their peer, or I’m even at a lower level in the hierarchy of the organization.”

Keith Ferrazzi
That’s right. And instead, now it’s just like, “Oh, I want to give this person my data, my insight. They can do whatever they want to it,” but we start celebrating the desire to be bold and to throw out crazy ideas, and that’s the powerful element. Look, I think the other thing is, you know, in some places, there’s a sense of politicization, “So, hmm, if I make this person successful, do I look less successful?”

And the reality is that’s another reboot, which is the leader needs– and this is, by the way, everything I’m talking about, you can either learn it as a teammate and be the best teammate on the team, or you could read the book and learn it as a leader and get the whole team to behave that way. So, leaders lead differently when they’re asking teams to become high-performing teams.

So, if a good leader gives feedback, a great leader gets the team to give each other feedback. A good leader holds the team accountable; a great leader gets the team to hold each other accountable. A great leader will actually get the team to have each other’s back to the point where they won’t let each other fail.

Now, those are 10 shifts. I just gave you, three of them, you know, a shift from conflict avoidance to candor. The shift from accidental relationships, serendipitous relationships, walking down a hallway, to purposeful, engineered, more powerful relationships. So, there’s a whole series of these shifts. Everyone has simple practices that bring it to life.

Pete Mockaitis
Well, could you share with us another, a couple shifts and practices that you’ve seen be tremendously transformational?

Keith Ferrazzi
You know, one of the biggest lessons that I’ve learned, so I became a venture partner at a company called Lightspeed. It’s one of the largest VCs in the world, and I coach their portfolio companies. These extraordinary, thoughtful, fast-growth unicorn companies born out of Stanford University or IIT in India. And these companies, they very much collaborate differently than most other teams. They don’t use meetings as the way in which they collaborate.

So, one of the shifts is from collaborating in meetings to collaborating in technology. So, if I said to you, “We’re running slow on the sales this quarter. Let’s have a meeting on it,” we all get in the room and we start having a dialogue. There’s 12 of us, and four of us would think that we’d been hurt. It’s just, you don’t have time to hear everyone’s point of view. Some people aren’t bold and aggressive in meetings, others are more introverted, etc.

But if I said, “Let’s not have a meeting on it. Here’s a Google Sheet, and here’s all 12 people’s names. First column, what do you think the real problem is that has caused the sales to slow down? Second column is what is a bold solution that could get us back on track? Okay, now everybody writes that up and reads it before we show up in the meeting. Now we show up in the meeting, we probably already landed the plane and all we have to do is agree that one of those solutions or a combination of a couple is the way to go, and we’re off and running.”

The old way would have been the meeting, the meeting after the meeting, the meeting we walked down the hallway, the lobbying behind each other’s backs. I mean, meeting shifting is a major shift that these young, hot unicorn companies, they organically know how to collaborate in asynchronous formats, not meetings. That’s another shift.

Pete Mockaitis
Yeah, I like that a lot because, you mentioned Amazon being high performing, and I understand that Amazon very much has a writing culture in which folks do some writing about some things and they might start a meeting with “We’re just reading the writing.” And to some, that sounds very intimidating, like, “Oh, my gosh, I have to write essays and pages and pages.” But what you’ve described sounds super easy, “I got two cells. I might be generating nine sentences, and we’re off to the races.”

Keith Ferrazzi
I love the purposefulness of the Amazon culture, but I do, on this particular issue, I see the value of it, but I would rather not read in a room. Also, I think that by the time you’re writing up a five-page document, you’re putting a stake in the ground relative to what this thing is. I’m talking about, like, that’s fine if you’re down here on the funnel of collaboration, you’re ready to close something. That’s editing where somebody, where we think we are.

But if you’re up here, and you’re trying to break through a problem, I don’t want you, I don’t want five pages of your opinion. That boxes us all in to your opinion and your solution. I want, “I’m up here. I want to hear what you think the problems are.” Because I’ve seen this where, in a large manufacturer that was retooling a significant part of its product line, they were falling behind, and everyone’s pointing fingers. And I said, “Let’s just do a meeting shift. Let’s everybody go online and we’re going to write ‘We are falling behind. But what do you think the reason is we’re falling behind and what’s a bold solution?’”

And, all of a sudden, we had all of these opinions from different functions. Some people said, “I want to send it down to the plant level and see what they think,” and etc. And, gosh, it just revealed itself. Truth came out of this tapestry of insight. And the person who came up with the boldest idea that worked, that we ended up implementing, was L4 from the people who were actually in the meetings originally, level four underneath the levels one and levels two that were naturally there.

Pete Mockaitis
I dig it. Okay. So, one, we’re exiting the meeting, and we’re getting all the bold thinking, just straight right out there in a Google Sheet or some sort of easy collaboration platform. Lay some more on us, Keith.

Keith Ferrazzi
The word “agile” is a word that came up in the 2000s as a way to re-engineer how you develop software, and it, frankly, was a genius re-engineering of workflow that should be used by all of us in all the projects we do. And, ironically, even companies that develop software don’t practice agile on other project management solutions.

Look, agile can be pretty time-consuming and very in-depth. It can be a bunch of spreadsheets. But here’s what I would say if there’s a critical initiative that you have this year, a wish, a desire, a hope, have your goals for the year around it, but ask yourself very clearly, “What does success look like after month one?”

And after month one, pause and say, “Okay, what have we achieved in month one? Where did we struggle in month one? And what are we planning to do in month two in order to make sure we hit our year goals?” If you work in those short agile sprints, month by month, or if there’s a lot of volatility in what you’re doing, you could do week by week sprints, and at the end of those sprints, utilizing the practice that I’d mentioned earlier called stress testing, where the group of people who are involved in that project, beat it up at the end of every sprint.

They go into breakout rooms and they write, “What risks or challenges do I see that they’re missing? What innovation might I offer? Where would I offer help?” And now, all of a sudden, the whole team is on one page beating this thing up, all full transparency on the table. The person now says, “Thank you. I’ve got all this new information. Here’s how I’m adjusting my next month, and I’m now on track to hit my annual goals.”

Whereas, in the past, we’d wake up at the end of Q1 or Q2 realizing, “There’s no way in hell we’re going to make our one-year goals. We’re already so far off track and we haven’t been listening more and robustly to all of the input.” So, just using simple, agile sprints and adjusting through stress testing at the end of every one is an amazing operating system for the world we’re living in today, the volatility, the need for change, etc.

Pete Mockaitis
Okay, lovely. All right. So, we have a big goal, a big timeline, we split it up into segments, so we’re checking in regularly and seeing, “Are we on track and how do we fix it?” getting all the wisdom from the people. Nifty.

Keith Ferrazzi
So, I’m going to harken back to my first book a bit because one of the problems I saw in our coaching of teams is that most teams, do not effectively define what a team is. So, what I mean by that is, in most large companies, the big problem is we think our team is who reports to us, and we’re constantly banging our head against the wall because there are so many other interdependencies that are getting in our way of achieving the things we want to achieve. Well, that is the first shift that I talk about in the book, shifting from hub-and-spoke leadership, where control is what defines a team, to a team being the critical network of people you need to get the job done.

So, as a leader, your team is who you need to get the job done. I don’t work in a big company, I’m an entrepreneur, and my team includes other entrepreneurs, like Peter Diamandis, who’s a good buddy of mine, who’s a futurist in technology. He helped me design an entirely new business at Ferrazzi Greenlight that I hadn’t thought of, that was basically, it’s called Connected Success.

We take learners, you know, entrepreneurs, leaders. etc. who want to live the life of Keith Ferrazzi in terms of great relationships, transforming your life, transforming your career, etc., and we take them through an eight-week program. That is very different than the business model that I’ve always had, which is coaching executive teams. So, this is a very different business model.

And my teammate, Peter, incubated that with me, and he doesn’t work for me. I don’t pay him. I’m a partner of his and I do things for his and his teams, and he does things for me and my teams. All of a sudden, he’s a teammate, and if I didn’t define myself that way, I would have never tapped into his genius.

And in large corporations, you know, the software company that I was talking to you about earlier, the hardware and the software division are the same team in the growth of the business, and yet they think of themselves as other. And so, one team collaborates, and then they go try to get buy-in. Buy-in is BS. Buy-in is you’re trying to sell your ideas to people. You need to configure your team around the people you need to get the job done, independent of work charts.

And once that’s done, then you get that group to adopt what I call the social contract, “We’re going to be candid with each other. We’re going to push each other hard. We’re going to keep each other’s energy strong. We’re going to build strong, trusting relationships. We agree on this stuff, and then you do the practices.” So, just redefining team is such a critical component of high-performing teams and team-ship.

Pete Mockaitis
Understood. And I’m curious, when you lay out this contract, do you encounter resistance? Or do people sign up readily, and then later on have trouble? Or is it smooth sailing through and through?

Keith Ferrazzi
You know, there’s usually, in every third team, there’s one a**hole that is just digging in out of self-preservation, fear, insecurity, selfishness, whatever, and they don’t want to really adjust to become a high-performing team. The reality is, in most teams, once they see, “Oh, wow, our score is 1.3? That’s pathetic. 

So, once you do the diagnostic, people are like, “Wow, that’s not who I want to be.” And now the question is, “It’s fine to be aware, but that doesn’t do anything. What are the practices? So, okay, I’m aware, now you’ve given me a stress test as a practice.” Or another practice is called a candor break, we’re in the middle of a meeting, everybody goes into groups of two, and they say, “Okay, what’s not being said in this meeting that should be said?” What a powerful question. They talk in groups of two, then they come back in the main room and they all share.

That’s turning the culture you wish you had into an assignment. It happens all the time in these practices. So, you become awake, you do the practice, and you’re like, “Wow, that’s a better way to live my life. I’m not banging my head against the wall about my frustration about another peer. I’m able to have a conversation with them about it.”

So, I think that the adoption rate is very high. Very high. Every once in a while, you get one that’s not, but then it also becomes very evident that that guy is the jerk that probably doesn’t last very long in the team.

Pete Mockaitis
I do love that question in the candor break, “What’s something that’s not being said that should be said?” because it kind of reverses the emotional pressure dynamics, you know? Whereas, before, it’s like, “Oh, it’s uncomfortable to say this thing because maybe it’ll hurt someone’s feelings, maybe I’ll look dumb, etc.” Then when you shift it, it then feels like the pressure is reversed. So, now the wrong answer is, “Uh, nothing. We’ve said everything.”

Keith Ferrazzi
Right. That’s the ridiculous answer. All I’ve done in most of these shifts, in the high-return practices, I have seen and curated practices that allow you to turn the kind of culture you dreamed of into simple assignments, and people don’t mind simple assignments, and in fact they’re pent up. You know, most organizations that are so overly polite that they don’t share what they’re thinking are usually highly political and they share behind each other’s back.

If you tell them, “Hey, we’re going to step up to a new standard of courage and transparency. Here’s how you’re going to do it. You’re going to go in small groups of two. You’re going to talk about what’s not being said. I know psychological safety is 85% higher in those small groups. Then we’re going to come into the main room. We’re going to have that discussion because you were assigned to do it so everyone has to have something to say,” and, boom, it’s all of a sudden on the table.

So, it’s actually, there’s a Fortune magazine article I wrote recently that says, you know, I’m tired of hearing people say, “Culture change is tough.” It’s not. Culture change changes when you just adopt simple new practices that change the culture.

Pete Mockaitis
Okay. And you also talk about the importance of praise, so this stuff isn’t necessarily all like, “Oh, say the hard courageous thing that’s going to upset people.” But also, we’re sharing some happy stuff, too.

Keith Ferrazzi
Praise and relationships, both are very happy. So, praise, there’s, “How do you shift from paltry limited leader-led praise?” which most companies don’t have enough praise. So, limited praise from leaders to abundant praise from peers. How do you create, and what do you do? If you’re a leader, let’s do a practice. Once a month, we’re going to do a gratitude circle where everybody goes around and shares one person on the team that they’re grateful for and why. Really simple practice. And you can do them even more frequently than once a month.

So, there’s a whole set of practices that shift from the leader being responsible for all the praise to the team. You can still do leader-led praise. You want certain behaviors dialed up on your team, you do an award for that kind of behavior, and you call out who that is. Very simple. It’s Pavlovian in nature, actually, right? It’s like the dog rings the bell; they get a treat. So, if you change your behavior, you get a treat, you get praised. So, that’s on the praise side. Very simple practices breed that kind of energy.

And relationships, you know, most teams have mediocre level of connection. I will go into a team, I’m like, I’ll do diagnostic interviews, “How close is your team?” “Oh, we’re so close. We grew up together. This team’s been together forever. Deep relationship. Deep caring relationships.” “Okay.” And we get in the room, and I ask the question, “Does my team have my back? Do I care about my team and what’s going on in their lives? Does my team know what I’m struggling with? And are they there to help lift me up?” “Oh, well. that’s kind of a high standard. That’s low twos, you know?”

And then I do a practice where everybody goes around and says, “What is my energy these days and what’s bringing it down?” And, all of a sudden, people come over to me, like, “Holy sh**, I’ve known this person for 10 years. I had no idea that their mother was suffering Alzheimer’s,” “I had no idea that they had an autistic son,” “I had no idea that they were struggling so much with this business leader that they serve in the business.” It’s amazing. We just don’t curate purposeful relationships.

Now when you have that, then you have a team that has more empathy, has more care, has more commitment. Yeah. So, I think of all of the interviews I’ve done, I think we’ve gotten through, like, more shifts here. Usually, I get to like three shifts. We got through, moving from candor, moving from conflict avoidance to candor, redefining the team itself as not an org chart but a network.

We moved from serendipitous relationships to purposeful relationships. We sort of threw in there the idea of moving from individual, “I got my own back. I’ve got to take care of my own resilience,” to team resilience. We talked about agile. We talked about celebration. We talked a little bit about peer-to-peer growth.

That’s one that I love where teams actually give each other critical feedback on a quarterly basis using an open 360 where everybody goes around, and says, “Pete, what I most respect and admire about you in the last quarter is X. Thank you. And, Pete, because I care about your success going forward, I might suggest,” everybody goes around. And they go, “Keith, same thing.”

That kind of peer-to-peer coaching, I call it an open 360 practice, really starts to prime the pump for a team to become each other’s coaches. Anyway, you’ve been abundant in navigating around the book, so this has been a fun interview.

Pete Mockaitis
Oh, thank you. Well, now can you share with us a favorite quote?

Keith Ferrazzi
”You don’t think your way to a new way of acting. You act your way to a new way of thinking.”

Pete Mockaitis
Beautiful. And a favorite book?

Keith Ferrazzi
The Great Gatsby.

Pete Mockaitis
And a favorite habit?

Keith Ferrazzi
I do a morning ritual, my fiancé and I, and I’ve just gotten engaged and we’re going to be married in June.

Pete Mockaitis
Congratulations.

Keith Ferrazzi
Thank you. The alarm goes off, we push snooze, and over the next 10 minutes, we both lie and meditate on what are three things we’re grateful for at that moment and three things we’re looking forward to in that day. And the three things that we’re grateful for, we’re never allowed to repeat the same one twice, ever in our lives. So, it’s a beautiful way to realize what kind of abundance we have around us.

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

Keith Ferrazzi
Look, this is more of a gift. If you’re excited about using the book, you can go to KeithFerrazzi.com, and we provided a video course around the book that you can certainly buy but you don’t have to. If you’re buying the book for your team, you get the video course for free. So, I think the challenge is just try some of these practices on. They’re so easy.

Can’t afford the book? Just go online and type “Keith Ferrazzi TeamShip.” I’ve published a lot of things on Harvard Business Review, Forbes, Fortune, etc., so just try some of the practices. You’ll learn how game-changing they are.

Pete Mockaitis
Beautiful. Well, thank you, Keith. This is fun.

Keith Ferrazzi
Thanks, Pete. I appreciate your time.

1033: How to Build Your Social Confidence with Susan Callender

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Susan Callender reveals the critical mindset shifts that lead to greater charisma and confidence.

You’ll Learn

  1. Six steps for overcoming shyness 
  2. How to quickly curb nervousness and anxiety 
  3. The small shifts that improve your professional presence 

About Susan 

Susan Callender is a success coach and founder of Social Confidence Pro, where she runs The School of Social Mastery. She helps sharp, high-achieving yet socially reluctant professionals polish their people skills and step into the spotlight. Through her school and coaching, she helps chronic overthinkers create a bigger impact and add more value to the careers they love. Susan shares her expertise as host of the Social Skills Mastery podcast, transforming clients from Boston to Bangkok and beyond.

Resources Mentioned

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Susan Callender Interview Transcript

Pete Mockaitis
Susan, welcome!

Susan Callender
Pete, I am so happy to be on your show. Thank you so much.

Pete Mockaitis
Oh, thank you. Well, we’re happy to have you. We’re talking social confidence. That’s a hot topic listeners care a lot about, and you are the social confidence pro, so it’s like we’re a match made in heaven.

Susan Callender
I am. I love what I do.

Pete Mockaitis
Well, I want to hear the tale of how you were going to be on CNN and then you just walked off the set. What’s going on here?

Susan Callender
Well, I identified as a shy person, and, momentarily, for that interview, which happened during the Democratic National Convention back in 2004, I thought that I could get over shyness for a few minutes for an interview.

And so, I walked in blindly to the interview. They were putting on my mic, fixing my hair, the reporter’s talking to me, and my mind is spinning and racing, and then they went, “Five, four, three…” and I pulled off the microphone, and I said, “I cannot do this. I’m so sorry. I’m so embarrassed. I should have never done this in the first place,” and I walked off the set.

And the most surprising thing, Peter, is that was an embarrassing moment, but it was not even my worst embarrassing moment. I am so glad to be where I am today and holding out my hand and bringing along other people, other professionals, other business owners that find themselves in that situation. There’s hope for you. There was for me, there is for you, too.

Pete Mockaitis
Oh yes, I like that a lot. Not that you experienced a deeply painful situation, but that you use your pain to help others, as well as this notion, I think sometimes people think, “Oh, you know, charismatic folks who are just great on camera or great on stage or great at speaking, they’re just kind of born that way. That’s sort of their personality.” But here you are with an experience that says just the opposite. You’ve experienced a personal transformation here.

Susan Callender
I did. What I realized, and that was one of the catalysts for my doing what I do now, and that was realizing that, “Oh, I call myself shy. I call myself an introvert. Who first called me shy? Oh, it was my mom protecting me, letting people know, ‘Oh, it’s okay, she’s hiding behind me, she’s shy.’” And then as I grew up, when I was in school or in a play, when people saw me being very hesitant, I could then express, when I was eight or nine years old, “I’m shy. I just can’t do it.“

But then this is what happens. One day you’re in college, and then one day you’re 35 and you’re still shy, but now people aren’t relating to it anymore because you’re a professional. They expect you to show up and speak up and add value and do your thing, and that’s where it becomes really difficult. And that’s why I do what I do.

Pete Mockaitis
Yeah, I hear you there in terms of, at some point, the expectations get upgraded and you got to upgrade with them.

Susan Callender
You do, and that’s where I realized, Pete, that it’s not so much the label. It’s the identity. So, you can give a person conversation starters, that’s the most popular thing that I do. People want to know what to say, “What do I say?” I’ll have people line up after a conference, or in a conference room at an office where I’m doing a presentation, and all the quiet people will say, “But what do I say? How do I start a conversation? What should I say to that person?”

But it’s not the words. It’s who you are being. So, I can give you the most interesting conversation starters, but if you still identify as an introvert who really hates small talk, you are still going to be an introvert who hates small talk who happened to have a conversation for one minute. You’ll revert back to who you believe you are. So, what I help people do is to create a new social identity where they can truly fully express themselves.

Pete Mockaitis
Well, that’s intriguing and cool, and I’ve heard that that’s a powerful tool for folks trying to make any sort of transformation, like, “I am not going to try to work out but who I am is a runner or a fit person or a triathlete or whatever,” like adopting that identity can really move people to do things differently and to perform better. So, that sounds pretty handy. But, Susan, how is it done?

Susan Callender
Well, it’s done by really priming your brain. So, what I’ve created is a social priming system, and the social priming system is a type of mental rehearsal for social interactions. So, I use the acronym SOCIAL, and what I help people to do is just move through all of those different iterations of how we see things prior to doing them. I’ll give you an example, Pete.

You don’t get lost going to work, because you see it in your mind first. You see your route. But we think for some reason, because we see people performing with social ease, those outgoing people, the people who find it easy to make a conversation, we assume that they do it without practice. We see everything before we do it.

So, with social priming, S is, first, just to settle down. Calm down, take a few deep breaths, and really just find that place within yourself where you really want to do well. Let’s just set this up as a networking event. You’re attending a networking group for the first time. You won’t know anyone, but you know, for professional reasons, you really should be there.

Then O is for observe. Just really look at your current emotional state and just notice, “Do you have any anxiety? Do you have any resistance? Why do you have that anxiety?” That anxiety came from a thought that you have about the situation. What if you changed that thought to, “I’m really looking forward to meeting new people in my field.” It will change how you feel.

And then what we want to do is just create a specific social scenario. Imagine yourself walking into the venue. What’s the first thing you’re going to see at a networking event? Perhaps a name tag table. Visualize yourself walking up to that table. If there’s a person standing behind it, prior to saying, “My last name is…” or just looking for your name tag, visualize yourself, prime your brain to say, “I’m going to say hello to that person and tell them how glad I am to be here.”

When we go through steps like this, Pete, these things happen because we’re priming our brain for exactly what we want to happen. We do the same thing in presentations. And then we just want to immerse our brains in how we want to feel in that moment – confident. We want to have positive outcomes for this interaction.

And then we make it animated. That’s the A in social. Just play through the scene like you’re having conversations, like you’re going over to the bar to get a drink, like you’re going to stop by the hors d’oeuvres table and grab a cube of cheese or a little bit of hummus and pita, and you’re going to turn and find a single person or a person who was alone, and you’re going to walk over to them and mention something about the gathering.

Don’t walk over and say your name first. Because nobody will care who you are until they feel comfortable with you, then they’ll remember your name. And so, just start with something about the setting that you’re in, something about the event that you’re attending.

And then, finally, L in social is for just linking the great feeling that you have with this to any positive situation that you want to have. So, when you click that link, you will know that, “This is how I want to feel in social settings,” and that just seals the deal for you. Then you can do it again, and again, and again.

Pete Mockaitis
So, with the link, can you expand on that a little bit more?

Susan Callender
Well, it’s like an anchor. So, the anchor is, “I just did this. I was able to visualize what I wanted to happen. I was able to just settle my nervous system. I was able to calm that anxiety. I questioned where that anxiety was coming from. Why would I feel nervous? I am a very smart, driven person. I have the degrees, I have the skills, I have the credentials. These are my people. Why would I feel nervous? I’ve said words before. I have introduced myself before.”

Pete Mockaitis
I bet you have.

Susan Callender
“I can say words again. I know how to ask for a drink. I know how to introduce to people. All of these things.” When we take ourselves, Pete, out of ourselves and think about the other person, we are so much more calm.

Pete Mockaitis
Yeah, that’s really cool. With the link is not so much, I think we have a tendency to hurry on to the next thing, it’s like, “Well, let’s see if there’s anything interesting in my phone now,” as opposed to linking that experience to, I guess, a new identity there in terms of, “Yes, this happened. This is an experience that just unfolded,” and to sort of sit in it, steep in it, marinate in it, and let your brain link these connections.

Susan Callender
Celebrate the moment.

Pete Mockaitis
I like that a lot. And it’s funny, I’m zeroing in on the cheese cubes, one, because perhaps I’m already ready for lunch, and, two, it really does animate the A there, the scene in terms of when your senses, what can you see, what can you smell, what can you taste, and makes it all more real and grounded as oppose to the soft languages of ideas, idea things, like, “Oh, some people might not like me.”

It’s like, okay, that’s kind of fuzzy and broad and vague as opposed to a cheese cube, “It is orange. I can visualize it on a little white Dixie plate or whatever, a toothpick, and then I’m there and the mental rehearsal seems all the more genuine and powerful.

Susan Callender
It truly does. And that will help your listeners connect to whatever event they are attending, whether it’s taking place in the workplace, or if they have to go outside, or if they’re taking a client to lunch. Bob Proctor had a very popular quote, which was that, “If you could see it in your mind, you can hold it in your hand.”

It’s so true. We’ve gone through all these little iterations in different ways before, but rather than just having your mind go blank with fear, say, “I’ve done this before.” And then at the end, give yourself, when you get back in your car, a little, “Woohoo! So glad I did that. Yes! I knew I could do that.” That just reinforces that. That’s just another type of anchor. “Yes, I can do this again. I’m going to sign up for that other event that I see noted at the end of the month.”  That’s where that momentum comes from.

Pete Mockaitis
Yeah, I hear you. I dig that a lot. Let’s talk about the observe the why. I can get into a trap emotionally with why, as I feel a thing and then I say why. And, sure enough, I’m able to generate so many reasons why I feel that, and then I’m almost, like, finding an argument or justification and support for the very thing that I would prefer not to be feeling. Can you give us some distinctions and pro tips on how to do the observe step optimally?

Susan Callender
We all have some resistance in us for whatever reason, “Well, I don’t want to go. I’d rather go to the gym,” “I’d rather go home and walk my dog,” “I’d rather just scroll Instagram,” or do whatever it is that we do these days because we’re so accustomed to being alone. It’s so easy to be alone. Why do we do this?

We do this because we are professionals. We do this because we’ve put in that time and we want to be known for what we know. And the more we stay alone, the more we work hybrid or work from home or do not have all the opportunities that we used to take advantage of, to get to know people, to be seen and to be heard and to be understood for all of the value that you have to offer, well, just take a look at that and observe who you’re being.

Do you want to manage your professional image, or do you want others to manage it for you? Others managing it for you might mean, “Oh, she doesn’t really talk to anyone,” or, “She’s probably not going to show up,” or, “I don’t think that I’m going to ask her because she’ll probably say no, and we really need panelists for next week, so I’m going to go to somebody who I have a feeling will say yes.” And all it takes from you is, “Uh, yes, sure, I can do it,” because you know you can.

Pete Mockaitis
Okay. So, that’s how we do the identity piece. I’m curious, with regard to the settle down, any pro tips on doing that well?

Susan Callender
What we should take more time for is deep breathing. At any point in your day, when you feel just even a pang of nervousness or anxiety, just stop and take four to six just deep breaths in your nose, slowly out your mouth. It is incredibly calming. And in those moments, your brain will have clarity. Clarity that it could not have, that was not possible when your mind was racing.

You are in control. Do not think that some outside factor is in control of you. And once you realize that, it’s so empowering. It stops the limiting beliefs in their tracks, and increases the empowering beliefs that you have the capability to do anything that you want to do.

Pete Mockaitis
Okay. So, deep breathing. Any particulars on how one breathes deeply to be most effective?

Susan Callender
I practice something with my clients that is called box breathing. And in that, you close your eyes and just picture a cube. And you can, let’s say that we’re going from the bottom to the top on the left-hand side, and I might say to them, “Let’s breathe in with a four count, going from the bottom left to the top left. And then do a six count, blowing out through your mouth going across the top of the cube. And then a four count, going down the right-hand side of the cube. And then a six count, exhaling through your mouth, going across.”

And even if we’re doing it like at the end of their workday, it just helps them to separate from anything else that’s been going on, or if it’s at the start of their day, or at their lunchtime. It helps you to create space between what you thought was so unbearable, or stressful, or somebody needling you, or somebody not allowing you to, or in your mind, to not show up as your best because you’re so focused on them.

And it just helps you to separate from that and realize that you are your own entity, your own being. And then we can begin. Then we can have a great session. And I can do that either whether it’s one-to-one or in a group. We’re all the same in that way. We like to think that we’re different but we’re not.

Pete Mockaitis
Okay. And then when you’re in the midst of building your career and developing these skills, what are some practices you suggest for folks, day in day out?

Susan Callender
What I say often is that if you want to be a big deal, you have to act like you’re a big deal. You have value. You are valuable. People want you right now, without question. Somebody right now needs exactly what it is that you have. They’re looking for you. They’re waiting for you. You have to show up. There is no one who is better than you. They just do things differently. But you have your place and you have to claim it.

So, act like you belong and people will treat you like you belong. And then you’ll start to have fun, and then you’ll start to go out more, and then you’ll start to speak up in meetings more, because you realize that people do listen to you.

Pete Mockaitis
That’s good. Well, tell me, any other top tips, do’s, don’ts?

Susan Callender
One would be just making sure that you are in control of your professional presence. And so, that means that you want to pay attention and be in the moment. Stop your mind from overthinking and racing ahead and wondering if you’re going to say the right thing, and just get present and pay attention, and don’t try to think of what you’re going to say. Respond to what’s being said to you. So just presence is so important.

And then your body language, being authoritative and approachable. And that could be as simple as just standing with your weight even on both feet, and then being mindful of your space. If you are speaking to one person, or a table full of people at a conference table, or a room full of people, make sure to connect.

So, with one person, eye contact. With a number of people at a conference table, make each word that you say, connect that with eye contact with each person at a table. If you are answering a person’s question, don’t just look at that person because everyone else will tune out unless you connect with them. So, use your space wisely. Make sure that people can hear you and that they know that you want to be heard.

Pete Mockaitis
Lovely. Any final thoughts?

Susan Callender
What I know for sure, Pete, is that when you change or improve your social skills, whether it’s getting over social anxiety, nervousness, unnecessary worry, overthinking, everything in that realm, it changes your life forever. You can’t unlearn these skills.

And I know that these are not things that you’ve just been dealing with for the past few months or years. For the most part, it goes back to formative years, before the age of seven, middle school years, maybe early college, and then we think that it’s our life sentence, but it’s not. It can be changed.

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

Susan Callender
“You don’t have to be great to start. You just have to start to be great.”

Pete Mockaitis
And a favorite book?

Susan Callender
Right now, I’m rereading something, and I do have a tendency to reread things that I love, and that is The Power of Your Subconscious Mind by Joseph Murphy.

Pete Mockaitis
Okay. And a favorite tool?

Susan Callender
I journal every day, every morning.

Pete Mockaitis
That kind of sounds like a favorite habit as well. Any others?

Susan Callender
I wake up and I just find ten things to be grateful for every morning, and that’s definitely the habit, yeah.

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

Susan Callender
Act like you belong and people will treat you like you belong.

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

Susan Callender
I would love for people to go to SocialConfidencePro.com/breakthrough, where I have a social identity shift breakthrough series that they will find very helpful to start speaking up and standing out.

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

Susan Callender
Allow people to be seen, take the focus off of yourself and greet people. Make eye contact with them. Do not focus on your needs or your fear. Just make someone else’s day. And when you notice that look in their eye, that smile that they give you back, you will then see just how powerful you are.

Pete Mockaitis
All right. Susan, beautiful. Thank you.

Susan Callender
You’re welcome, Pete. It was my pleasure to be here.

1032: How to Find Yourself and Create Your Ideal Life through Rebellion with Graham Cochrane

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Graham Cochrane discusses how to stop living on autopilot and start making progress towards your ideal life.

You’ll Learn

  1. The problem with autopilot and “the logical next thing”
  2. The five-part REBEL framework 
  3. The magical time frame for goals 

About Graham 

Graham Cochrane is a 7 figure entrepreneur, TEDx and keynote speaker, and bestselling author of How To Get Paid For What You Know and Rebel: Find Yourself by Not Following The Crowd (2024).

He is the host of The Graham Cochrane Show, a top .5% ranked podcast globally, where each week he helps people create more money, margin, and meaning in their lives. With over 14 years of online coaching and content experience, 700,000 YouTube subscribers across his channels, and having built multiple 7 figure businesses that require less than 5 hours of work per week to run, Graham is a leading voice in the life-giving business movement.

His insights have been regularly featured in national media outlets like Forbes, CNBC and Business Insider.

As a coach and dynamic keynote speaker he can help any success-oriented person who feels stuck, exhausted, or disappointed, leverage their true identity to experience clarity, confidence, and make life and business more effortless through utilizing his signature REBEL framework.

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Graham Cochrane Interview Transcript

Pete Mockaitis
Graham, welcome!

Graham Cochrane
Good to be here, Pete.

Pete Mockaitis
Graham, we are talking about being a rebel, finding yourself by not following the crowd. That sounds cool. Can you tell us about one of your most rebellious decisions and how it worked out for you?

Graham Cochrane
I think the one that changed sort of the course for me was when I lost my job in the middle of the Great Recession. It was 2009, we just bought a house, we just had our first baby, we just moved a thousand miles away, and I lost my job, and I just didn’t want to go back to any job. I had floated for a few years, and I think I made this subtle agreement with myself that I’m going to do whatever it takes to find—it wasn’t that I didn’t like working.

Actually, I liked being in an office with people. It’s just I hadn’t found what was the right fit for me, and so I made the subtle decision to not take any job, or not even go look for a job. I was going to find a way to create an income the way I like to do it, doing things that were interesting to me so I could show up as my highest, best self.

I didn’t know if this was going to work. I didn’t know that you could create an online business, which is what I ended up doing. But that subtle decision of, “Nope, I’m not going to go get a job. I’m not going to even interview or apply,” and I got a lot of flak from family members, you know, the whole, “It’s the holidays. Hey, so how is applying for another job going?”

We were on food stamps for like 18 months, “So, are you applying for a job?” and I’m like, “Nope.” And it was hard because I wasn’t even confident in my decision but that was probably one of the most rebellious moves that, really, for me, shifted the course of my life and got me into entrepreneurship and content creation and writing books and speaking, stuff I would never have pursued had I never made that decision. So, yeah, I’m glad I did. I was scared out of my mind when I was doing it.

Pete Mockaitis
And you talk about living life on autopilot as well. Is that, in your view, kind of the opposite of rebelling?

Graham Cochrane
Yes. So, when I talk about being a rebel, I don’t know what comes to mind for you when you hear the word rebel. Sometimes it’s like James Dean.

Pete Mockaitis
Like Star Wars.

Graham Cochrane
Star Wars, yeah. It’s like either James Dean in “Rebel Without a Cause,” with a red leather jacket, or it’s Star Wars because you’re a cool guy, and you appreciate the Rebel Alliance.

Pete Mockaitis
I don’t know if that makes me cool.

Graham Cochrane
In my book, it makes you cool, Pete, and my daughter, too. But, yet, rebellion seems like a bad thing but it depends on what you’re rebelling against. And what I’m rebelling against, and what I encourage people to do in the book, is to rebel against conformity, which is just going along with what everyone else is doing.

Unless you have looked at what everyone else is doing, and the path it leads to, the destination it leads to, and decided that’s exactly what you want, then you’re actually in good shape because we’re in a current, we’re in a stream, all of us like that stick in the stream, and the stick doesn’t have to do anything. It’s going to end up wherever the stream takes it.

And I think that’s where conformity is taking us somewhere, the way we think about how we spend our time, how we think about family and marriage, how we spend our money. We’re just doing what the culture at large is doing. Or the little microculture of your friend group, your family members, your church, whoever you hang out with is kind of affecting you because we all kind of gravitate towards what everyone else is doing.

And so, to me, a rebel is just saying, “Hey, I don’t know if I like where this is going. Let me just step out of the stream for a minute, look around at the sort of core areas of life,” your work, your finances, your relationships, your health, your spirituality, the way you spend your time, “Do I want to go somewhere else?”

And so, to be a rebel, by definition, is to do the opposite of what other people are doing, but maybe the opposite is the best thing for you, and maybe the best thing for them, and they might be inspired to join you, eventually. But, yeah, that’s what I’m encouraging people to do, and it’s a very personal decision because what’s rebellious for you might be different than for me.

But it’s really lifestyle design, it’s being intentional with your life, and having the guts to do what you need to do for your life and your family even if it’s not what everyone else around you is doing, or even the ones who love you say you should do, because they just want to protect you and keep you safe, but we don’t want to be safe. We want to flourish.

Pete Mockaitis
Yeah, I think there’s a lot of good wisdom there, for sure, because we can just get swept up, go with the flow, and end up where everyone else ends up. And if you’ve thoughtfully, clearly, carefully examined, it’s like, “Yes, that’s exactly where I want to end up,” well, then, cool. Just enjoy the ride, I guess. But, often, the problem is it’s not where we want to end, and we haven’t taken the time to really examine the situation.

It’s funny, I remember, I had… it was almost like an epiphany. So, I was in my business, doing things, making decisions, and it’s almost like I had just sort of the default assumption, and maybe this came from my finance classes, I’m like, “Of course, the purpose of the firm is to maximize shareholder wealth.” But then it was almost like revelation, like, “You know what, I don’t actually have to always choose the thing that makes the most money.”

Graham Cochrane
Bingo.

Pete Mockaitis
“I get to choose what’s the money target is. And if I want to do other things just for the fun of it, I get to do that. I’m not like the CEO of a publicly traded corporation who has duties and obligations, fiduciarily, in order to perform for these shareholders, so, no.”

And making a given podcast episode may or may not be profitable or modestly profitable but it’s cool and fun and interesting, and people appreciate it, and it opens up cool other opportunities down the road, and it’s just something I love doing, so I’m just going to go ahead and keep doing that, and that’s okay. And I think it’s so funny, I think about going with the flow, I’m thinking about fitness context now, and I’ve gotten sucked into this, too.

I think there’s science that suggests that when you’re pumping iron, you’re lifting weights, it liberates some more determination within you, just like feelings of that. Has that been your experience, Graham, in the gym?

Graham Cochrane
Oh, yeah. You’re like, “I can do this. I can do more. I’m going to do more.”

Pete Mockaitis
Yes. But, yes, that determination is almost affixed to the nearest thing in sight, which is more weights, but I could go ahead and apply that liberated determination to something else, and I have often been guilty of overdoing it. Like, every workout, I want to set a record, and that’s not the best plan, it turns out, as I’m 41 years old.

Graham Cochrane
No, you hit 40, you got to make sure you’re taking care of yourself.

Pete Mockaitis
Yeah. So, I’m hearing you, like it’s quite easy to get sucked into an autopilot, go with the flow situation in all kinds of contexts. Could you illustrate this for us in the career space?

Graham Cochrane
Just in general, related to that, too, like there’s a lot of reasons why we go with the flow. Some of it is because we want to be accepted by the group and there’s sort of that subtle pressure. But, honestly, Pete, we’re just tired, too. We’re tired at the end of the day, especially if you’re in a job or career that’s frustrating, and then you’ve got a family. It’s a lot of responsibility so you’re just tired at the end of the day.

We end up abdicating our decision-making to what everyone else is doing, “Well, how do they manage their money?” or, “What kind of car do they drive?” or, “What kind of vacations do they take?” We just sort of abdicate. And I think we do this even in the career space, too, because it’s just easier than taking the effort to think because we’re just, honestly, exhausted.

I think, in the career space, we’re kind of like sheeple, you know, we’re kind of like guided around since we were kids in the school system where we’re told what to do, and people have studied this at length, but think about just the context with which we came out of the school system, was we don’t get to decide what grade to go. You go to the next grade, assuming you passed.

And you take the exams and you do the things they want you to do, and you might get some autonomy in middle high school where you could pick some electives and some classes. And then, if you do go to college, you get more autonomy getting to choose. But do we really choose the major we want or do we already get to that point of, when you’re 18, some people know what they want to do when they’re 18?

A lot of people, they’re just so young because there’s a million things you could do. Like, I’m multi-interested, multi-passionate, and even multi-gifted at things, which is confusing, it’s like, “I could do this. I could do that.” And so, I think, at 18, you don’t really know, so a lot of times we see these studies of people, really, at the end of the day, picking the major that makes them the most money.

It’s almost like a decision-making filter, “Well, I don’t really know what I want to do. So, what’s going to make me the most money? I’ll do that.” Engineering, or finance, or whatever it is, and so they pick it, and then it carries on until that leads you into what jobs to apply for. And then what jobs you’ve had, well, that’s the experience you have. And you are kind of trapped, unless you say, “You’re never trapped.” Unless you say otherwise, you are kind of already in this flow of just, “Well, this is the next logical thing.”

And what I want people to do, especially with the book Rebel, is to not do the next logical thing just because it’s the thing in front of you, because it might be the right logical thing if you’re in this career and you’re at this age or this stage or have this resume. But is that, to your point about your business, is that what you want to do? Is that what would actually fill you up?

My premise is that we’re all wired a specific way, and the frustrations in life come when we’re living out of alignment with our design, out of alignment with the way we’re wired. So, don’t fight the way you’re wired. There’s a way for you to actually flourish in your career in the workspace by being authentically you, but you’ve got to do some of that research to figure out who you are, what dreams light you up, what you actually want.

And once you get some clarity and a vision, it kind of makes the decision-making filter a lot easier now, like, “Okay, I could take this next job opportunity, absolutely. And it would mean this, this, these pros. And it would mean these cons, but now it’s not just a list of pros and cons.”

“I have a destination I’m trying to get to in life in terms of how I want to show up, what I want life to look like, and I can just ask ‘Does this job opportunity lead me closer to or farther away from that destination of the amount of time I want to have with my family, the way I want to feel, the type of people I want to work with, the types of projects I want to work on?’”

Some of the best people in an organization get promoted to managing other people, and now they’re no longer doing the thing they’re really good at. They’re just managing people, which is a different skill. We need good managers, but it’s not fulfilling anymore, it’s like, “I get paid more but I hate what I do because it was more fun to do the craft or the thing and work with the people than being the boss of them and not getting to do it myself.”

So, it really comes down to knowing who you are, what you want, so that you can better say yes to the decisions and advancements, or even going backwards a step if it means more fulfillment.

Pete Mockaitis
Absolutely. I think my dear grade school principal was awesome, and I was too young to notice or appreciate how wonderful she was. But then I learned that, later on, she took a new role as a guidance counselor at another school. And you’d think, “Oh, wait a minute. Aren’t we going backwards? The principal is the boss of the guidance counselors and everybody. Isn’t the next step from principal, like, superintendent?” But I think she had a doubt, it’s like, “Hey, this is the part of the job I like the most was when I got to really kind of enter in students’ lives and see what’s up,” and that’s a beautiful thing.

Graham Cochrane
Oh, that’s real. That’s literally my uncle, well, he did the opposite. He was an elementary school principal and loved it and was so beloved in the Princeton school system at a school for many years, and he was so good that he got promoted to assistant superintendent, and eventually superintendent for all public schools in Princeton, New Jersey, and he was great at it, but it killed him.

Like, to the point when he retired, he had to, like, just chill for a year, he’s 50, because his adrenal glands were blown because he’s putting out fires and dealing with angry parents, and he’s like, “All I cared about was curriculum design for kids so they would actually get it and learn and flourish, and I wasn’t even hanging out with kids anymore. It’s, like, why did I do that?”

It’s a mixed bag because he got to have a lot of influence in some regards, but the natural path upwards isn’t always the most fulfilling path.

Pete Mockaitis
Yeah, dead on. And then, it’s funny, like those forces, in terms of, like, “Hey, it’s the next logical step,” so there’s that, you’ve got friends and family congratulating you, supporting you, like, “Oh, my gosh, wow. They’re going to give you the assistant superintendent job. That’s so cool. Congratulations!” So, you got that going.

You see dollar signs, like, “Ooh, there’s all sorts of things I’ve wanted to buy for some time that I’ve been postponing. Hmm, they could be mine now.” And so, there you go, those forces, you’re in a groove and they incline you to just take one more step in that groove, whether it’s right or wrong.

Graham Cochrane
Yeah, and that’s a great point. The groove and the step is, like, neutral. And sometimes group-think and where a culture is going isn’t neutral, that’s a topic maybe for another day, but it’s, like, a lot of times, these innocuous decisions of like, “Sure, yeah, I’ll take that promotion. Sure, we’ll do that. Sure, well, there’s nothing inherently harmful about it.”

But what’s harmful is stacking your life with those types of decisions because, then, you get to the end of your life, and you’re like, “Was that really me?” Like, I said something in a session with a coach I had one time, that’s like, “I don’t think the real Graham has come out to play yet.” Like, I’m still trying to discover who is the real Graham. If I’m not doing what others want me to do, if I’m not doing what I think I should do because I hold myself to a high standard.

But, to your point, where did those “shoulds” come from, “You should do this. You should show up in this way”? What would happen if I really figure out who I was and actually showed up in the world that way? What decisions would I make?” And it would ruffle some feathers at first, but I think there would be this beautiful freedom of, like, “Man, this is who I am. This is what matters to me and I’d be able to operate within the confines of the real world with a lot more clarity and confidence and joy,” and I think that’s missing in most people’s lives.

Pete Mockaitis
Yeah. And I’m also thinking about, like, those voices in terms of any number of things, like buying a house or doing any kind of a deal. It’s sort of, like, everybody’s incentives are for you to go ahead and do that. It’s like the agent and the lender and all the powers that be, and it sort of takes a lot of gumption to be like, “You know what, this is not the right one after all. Sorry, everybody. Deal is dead. Hope you’ll find another one.”

Graham Cochrane
Yeah, and then a lot of us don’t want to do that because we don’t want to disappoint people. Even if we don’t say that out loud, that’s functionally what we’re doing, like, “Gosh, we’re already this far, and it would just be a mess,” and you’re in that current, man.

Pete Mockaitis
Totally. Well, let’s zero in. So, you said “I don’t feel like the real Graham has shown up to play yet,” a sentence that I think coaches would be fascinated to hear, it’s like, “Ooh, we’re getting somewhere now. Oh, yeah, let’s dig in.” So, if we find ourselves in such a spot, how on earth do we find the real Pete, the real Graham, the real person to liberate?

Graham Cochrane
Yeah, that’s a great question. So, in the book, I walk through a five-part framework. It spells the word REBEL, so it’s easy to remember, R-E-B-E-L, and it’s a linear path, there’s exercises and processes for each one. But the first step is the R, to resolve to dream again. So, my premise is that the first way to figure out who you are is to get back in touch with what you dream about, or dreamt about, what you want, what you desire.

I think that dreams are clues, they’re data points to the way we’re wired. They don’t tell us everything about us but they’re a great starting point. So, I walk people, in the book, through a 50-dreams exercise, and this is a fascinating exercise. Some people find this pretty easy, and some people find this incredibly frustrating. It probably depends on your background and your personality.

But the process, and you could do this this weekend, is sit down and write down 50 things you want. If you get stuck, one way to think about it, I love Tim Ferriss’ question, “If you were the smartest person in the world, and it were impossible to fail, what would you dream of doing, being, or having?” Those are the three categories, “What would you dream of doing, being, or having?” if you knew it was going to work out, and you just start to write.

There’s usually five to ten that will come to people pretty quickly that are already there, top of mind, you’re thinking about them. Maybe it’s, “We really want to buy a house,” maybe it’s, “We really want to take a trip to Mallorca,” I don’t know. But you really have to keep going to 50 because it starts to get deeper to the ones that are dormant, buried, maybe you haven’t thought since you were 10, that you’re not creating a bucket list of, like, “I’m going to do all 50 of these things,” although you certainly could, or become all 50, or have all 50.

It’s more about getting intel on yourself of, like, “Oh, wow, yeah, when I was 10, I wanted to be in a Star Wars movie. That was a dream I had,” let’s say. And, oh, by the way, real-life Graham still wants to be in a Star Wars movie. That’d be super dope. What does it tell me about myself? And maybe we don’t know yet but there’s something about the playfulness of being in a movie, of acting, then something about movies, in general, maybe something about the movie industry.

But it tells you a little bit about yourself, and you’re just letting yourself get familiar with yourself again, starting with desire. I think everything in the world is created through desire. I think nobody invents something cool, or writes a book, or builds a business, or has a family, or does any charitable work without any desire first. We’re desire beings. We’re not like avoid-punishment beings, although that can work for a time.

But what drives humans forward is the desire for something. And so, the desire is the starting point, and I want to know what’s behind that. And so, I get people to go through that exercise, and there’s more steps in there to sort of zero in on what to do with those things, but it gives you a high-level 30,000-foot view or airplane-view of who Pete is, who Graham is, based off of what he desires.

And I really do think that doing this exercise, judgment-free, which is the hardest part, is to make sure that you’re not: A, no one is going to see this, it’s just you and yourself; B, we tend to judge ourselves. So, if you find yourself wanting to write down, “I would really love to have a Ferrari,” and you’re like, “No, that’s dumb.” Like, bro, you and you know that you wanted to write that down. Just write it down, there’s something about it. Whether you have the Ferrari or not, maybe it’s you really enjoy cars, maybe you really enjoy speed, maybe you really enjoy high-quality things, and it just tells you something about yourself.

So, if you give yourself the freedom to go through this 50-dream exercise, it’s shocking how many people have gone through it, grown men, kids, that all have been weeping because it’s like, “Oh, man, I forgot that I want this thing,” or, “I’ve always wanted to do this, or go here, or experience this.” And they start to get familiar, reacquainted with themselves a little bit. It doesn’t solve everything or tell you everything about yourself, but it’s where you start.

Pete Mockaitis
I like that. And what’s so cool is that it can just lead into so many interesting pathways. Like, for a Ferrari, what it’s about is like being able to experience the very finest craftsmanship of a thing, maybe. And then that just sort of opens up all kinds of things, “Well, what could I experience that again? Oh, maybe the best possible flashlight. Well, one of those $200 flashlights that police officers have that look amazing, I want to get that one.”

And so, that’s so small scale but, in so doing, it feels like you’re already entering into a different kind of a vibe or groove or energy or flow in terms of how you’re approaching life and what you’re getting after.

Graham Cochrane
Yeah, that’s a great point, Pete, because most people go into personal development, or this kind of self-inner work out of a place of, “I got to fix myself. I’m a mess or I have this problem.” And, yeah, you might have a mess, and you might have problems, we all do, but when you bring that energy as the first energy, like, “Oh, God, I suck. How can fix myself?” you’re never going to have curiosity, you’re never going to be imaginative, these parts of your brain that you really need to write and create new neural pathways.

So, I love starting with desire and dreaming also because, to your point, it starts with a great vibe of like, “Oh, yeah, man. I always wanted to have a basketball hoop in my driveway when I was a kid but I never did. And you know what, even if could go to the gym and play basketball, I’m just going to go get one, not even just for my kids. Like, for myself because I think it’d be really cool.”

It just gets you in a place of playfulness, and then judgment goes down, walls go down, and now you can actually think creatively as opposed to, like, “Oh, I can’t do that. I shouldn’t do this.” Like, there’s so many guardrails we put up because we’ve already blocked ourselves from opportunity because we just aren’t being creative and let ourselves think that way.

But this type of exercise, I think, puts you in a beautiful headspace where you can, at least, get curious even if you’re like, “I don’t know how any of these is going to happen. That’s okay,” but at least get in touch with what drives you, what desires you had, have, would have if you let yourself think about it, and you might be surprised.

You won’t be surprised by some of the things on the list, you’d be like, “Yup, I’ve always wanted a beach house,” “Yup, I’ve always wanted to live in this country for a month, but, man, I forgot about that or I hadn’t thought about that or articulated that in a certain way,” and it’s really instructive.

Pete Mockaitis
And I love your point when you said, with the basketball hoop, it’s like, “Oh, I could play basketball at the gym.” I think it’s very common for our little brains to fire off resistance of just, like, instantly kill that dream, it’s like, “Oh, that’s not really practical. Like, I already have a gym membership, and buying a basketball hoop is sort of unnecessary use of money.” It’s kind of scary how fast that brain could immediately terminate that. Any pro tips on that?

Graham Cochrane
That, I think, is the default wiring of so many of us, especially in America and in the West, we’re like a society that’s kind of built for what’s productive and efficient and makes sense. And by that means what makes money or saves money, because we kind of worship the dollar in a weird way. I don’t think every culture is this way.

But if you grew up in a culture like America, then you’re swimming in the thinking, so, yeah, that’s like, “That’s not practical. That’s a waste of money. Or, if I did it, it feels a little risque.” Even if it’s a $200 purchase, it’s like, “Oh, my gosh, like what’s the point? I already have a basketball hoop.” But, at the same time, there are so many things that we do.

We’re so confusing and so hypocritical as a culture. Some of these we’ll buy and do that don’t make sense but we just do them because we want them. And so, I just think that’s okay. I think it’s okay. Like, the work we’re doing here, again, is private, it’s just you and your journal or your Google Doc. You’re just trying to get better in touch with, like, “Hey, I’m not saying I’m going to go buy a basketball hoop, or a Ferrari, or I’m going to pull my kids out school and we’re going to move to the Caribbean, like whatever. I’m just going to get curious. Like, oh, this would be cool.”

So, for example, two summers ago, I took my family to Puerto Rico. We stayed there for three-four weeks in the summer. And we’re in this really cute town, Rincon, like a surf town, we took some surfer lessons, and people are really cool there, and it’s really laid back, and I was like, “Yeah, what would it be like if we moved to Puerto Rico?”

And I got some friends that live in Puerto Rico, and they’re like, “Oh, my gosh, bro. Like, 4% taxes, like all these entrepreneurs that are getting crushed in the mainland States.” So, I was joking with my wife, it’s like, “Babe, we could move here. We would save a crap ton of money, just operating the business out of Puerto Rico. It’s awesome, the beaches.”

And my kids and my wife know now that, like, when daddy says that or mommy says that, like, we’re not, “This is what we’re doing.” Nobody freaks out. We just play the game of, like, “Oh, I wonder what that would be like?”

And it just gives us the permission to dream a little bit. And whether we move to Puerto Rico or not, there’s something about when we were there, that we like, about the lifestyle, about it wasn’t glitzy, it was chill, the people were nice, the access to the beaches, tropical vibe. And so,“Okay, how can we incorporate that in our everyday life more often? And let’s just tuck that nugget away. There’s something about that that we like,” and we let ourselves play.

And I think that’s a muscle you flex because now I know more about myself. I don’t have to execute on it. I don’t have to sell everything and move to Puerto Rico. There’s no red flags here. It’s just an exercise of dreaming and stretching your imagination.

Pete Mockaitis
Oh, that’s good. Well, we talked a lot about step one. Could we hear the rapid version of the E-B-E-L of REBEL?

Graham Cochrane
So, the first E after that is to establish the outcomes you want in life. So, you dream, that’s the high-level dream. And if you go through the exercises, there’s kind of a way of narrowing it down and getting more intel on some of those dreams, and now you know a bit about yourself. But next is really to get a vision for your life. And I think the most useful question here, and I stole this from Rich Litvin, who’s a friend and coach of mine, because it was the most useful exercise for me.

Pete Mockaitis
The Prosperous Coach.

Graham Cochrane
Yup, he wrote the The Prosperous Coach, great book. And the question is this, so I’ll do it with you, Pete. So, imagine we bumped into each other three years from now, and we’re at a conference or on a plane, and I’m like, “Oh, my gosh, Pete, I was on your show, like, three years ago, and I haven’t seen you since. How the heck are you?”

And you tell me, “Graham, this has been the best three years of my life,” and I’m like, “Oh, dude, that’s awesome. Like, tell me about it. What has happened?” This is the exercise, what would you have to say to truthfully tell me that it has been, past tense, the best three years of your life?

And whatever comes to mind is what you write down, “Oh, gosh, well, if it’s been the best three years of my life, this happened,” or, “We did this,” or, “I got rid of that,” or, “I moved here,” or, “My kids weren’t yelling at me anymore,” or whatever it was. Like, you just write it down – life, work, money, health, whatever – and, all of a sudden, you had this magical list that tells you something.

One, things you really value, and you might’ve gotten some inspiration from your 50 dreams list, but, two, the three-year mark is the magic for me, and that’s what I love about Rich’s question is, people have 10-year goals, and I’m a planner. Like, I’m high futuristic on the StrengthsFinder, that makes sense to me. But even for me, it’s hard to motivate me 10 years down the road, plus I’m going to be a totally different person in 10 years.

Like, I don’t know about you, Pete, but 10 years ago, when you were 31, I’m sure you’re totally different person and so much has changed in those 10 years, and it’s hard to predict. So, I don’t love 10-year goals because it’s easy for them to disappear. One-year goals are great for motivation. I love New Year Resolutions but they’re hard to completely change your life and hard to sustain because there’s like too much pressure on the goal to happen this year.

But three years is like close enough to my current day and season of life that I can kind of imagine my kids’ age, what’s happening, there’s already some season I’m planting that will harvest in the next couple of years. But, also, you and I both know, we could do a lot of damage in 36 months. We can completely transform our bodies in 36 months. You can completely transform your marriage in 36 months, your career. You can do a lot in 36 months.

And so, I think that three-year span is a magical timeframe. And so, this is the part in the process of, like, “What do I really want to be true in three years?” and seeing that in front of you. It’s so powerful.

Pete Mockaitis
I love it. Let’s hear about the breaking negative thoughts, habits, and patterns.

Graham Cochrane
Yup, you got it. B is break the negative thoughts, habits, and patterns. We do an inner story audit so you’re getting clear on your dreams and vision. But the thing that blocks people from actually living the vision, even if they have one, is the story they tell themselves. So, we do what I call an inner story audit, and we kind of quiet that internal default narrative that’s drowning out your intuitive sense and the guiding force that wants to lead you where you want to go.

Once you do some of that inner work and break some of that down, now you’re freed up to make some changes. That’s where the second E comes in, and that’s where we engage in rebellious new behavior, and this is just life changing. I walk you through the life change formula, which, real quickly, the way I look at life changes – belief, think, feel, do.

So, change your beliefs, change what you think about all day long, changes how you feel in your emotions, which, ultimately, changes your actions. And action is what changes your life, but it all starts with belief change, so we walk through that. That, and sort of setting up your days and your weeks, and pursuing the vision.

And then, finally, the L is the hardest part of the process for me, personally, and that is to let go of other people’s opinions and the outcomes we already established in step two. So, you hold them loosely.

Pete Mockaitis
That does sound hard.

Graham Cochrane
Yeah, you create a vision, you live intentionally, and, ultimately, since we can’t control the future, and I don’t think anybody that tells you they can is telling you the truth. You have to live open-handedly, like, “Hey, I’m going in this direction. I have no idea how it’s going to turn out, so I’m going to be really open-handed about it and enjoy the journey, knowing that I’m orienting my life to where I want to go, but I have no idea what it’s going to look like specifically.”

Pete Mockaitis
Well, yeah, so if we do have some people-pleasing instincts, and that is tricky, to let go of other people’s opinions, any pro tips there?

Graham Cochrane
Yeah, I have people walk through creating personal values, or family values if you have a family. I find this actually incredibly useful. My wife and I were sitting on a back porch of this mountain house in Colorado on a vacation, and we were just journaling, and talking, and reading, and praying, and dreaming, and we just started talking about family values.

I said, “We’ve never really written down family values. Do we have family values?” And we went through them, and like, “Well, what are we valuing in our family intuitively without even articulating it?” And we realized there were five core things that we saw as patterns in our family, that they’re the Cochrane family values, and we wrote those down.

And having those written down, even on like my phone or a Notes app, all of a sudden, made a lot of these decisions or other people’s opinions about what to do or what we should do, very simple, we’d be like, “No, this is what we value as a family, so we’re going to do this or we’re not going to do this because we’re going to prioritize this over this.”

So, I think having at least personal values, like five to seven, can make, when other people have their opinion, you can go, “That’s cool. I received that.” Even if it’s your mom or your best friend, and say, like, “I received that but these are my personal values. I’m going to hang onto these, and they’re going to kind of anchor me in the direction I need to go.”

Pete Mockaitis
Yeah, I love it. And you’re right, it can really accelerate things. What comes to mind, it’s so simple, but as an example of a decision, I had a buddy, and his brother, his family was trying to figure out, “Oh, should we join a club baseball team?” And it was just like all his friends are doing it. He really likes baseball, and it was just like, “Well, you’re not going to be getting a baseball college scholarship, and it’s going to be a ton of travel and expense and going all over the place, so we’re not going to do that.”

It was just like what I thought, “Oh, man, that’s going to be a really tricky decision.” It’s like the family was able to render it like super quick just because, “Having some fun baseball times doesn’t jive with our family values and what we’re up to, and for another family it might,” but you have those up front.

Graham Cochrane
Dude, such a great example. Yeah, that’s a great example. Yeah, dude, that’s real for us. Like, my daughter, she was doing dance for so many years, and she wanted to do competitive dances. It’s the same version as that, a lot of travel, lot more nights of the week. And she kept asking to do it, and we kept saying, like, “One of our family values is being home for dinner as a family every night, or most nights out of the week. And if we make this decision, then it interrupts that family value. You’ll be around maybe one night out of the week.”

And at the time, she’s like 11 or 12, and we’re like, “This is going to be the rest of your childhood.” So, it was tough for her, and we actually let her try it for a season so she could sense the feeling of it because she really felt called to try. And so, she tried it, she’s like, “Dude, yeah, we never have any time together.” We’re like, “That’s what we’re talking about.” So, it was easy for her to say, “Not worth it. Fun but not worth it because it conflicted with a value we had.”

Pete Mockaitis
Awesome. Well, tell me, any final things you want to share before we hear about some of your favorite things?

Graham Cochrane
Yeah, I would just say, like, this whole process, so trying to find yourself and be a rebel and do all this inner work, what I think I love about this, and a lot of people miss this, and I try to bring it home at the end of the book, is the whole point of doing this, it’s ultimately not about you. It’s for you, it’s a gift for you, and it feels so good.

Like, I’m always in the process of trying to let the real Graham come out to play and become more my true self. But ultimately, I think the reason you want to find yourself and become a rebel and live your authentic life is because someone else needs you to be you. 

You were designed on purpose for a purpose, and if you don’t show up as fully you, you can’t be the person they need you to be. We’re trying to be who we think we should be but, ironically, if you just be yourself, then you will have more impact and be able to serve more people in your sphere of influence because the real you is coming out to play.

So, that’s what I would just say, is do this work at some point. Whether you do the book or not, just do some of the exercises we talked about today because other people are depending on you, and it’s so much fun when you get to be fully you and it makes a difference in other people’s lives.

Pete Mockaitis
Beautiful. Thank you. Well, now can we hear a favorite quote, something you find inspiring?

Graham Cochrane
My friend Rory Vaden has this great quote, and it’s stuck with me, “You’re most powerfully positioned to serve the person you once were.”

Because you know those problems, you know those pain points, and you can speak powerfully into it, and that’s who you can mentor along the way. And I just love that line.

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

Graham Cochrane
It’s either Harvard or there’s another review, but it was a study of impostor syndrome on professionals, doctors, lawyers, finance people, that 73% of people in this so-called white collar high-professional jobs view themselves as an impostor, they don’t belong there.

I think it’s fascinating to me because I think, as a human nature, I’m like, “I’m not good enough. I shouldn’t have gotten this job. I don’t really know what I’m doing. I hope they don’t find out.” And I think that’s just very encouraging because it shows that all the people that you think are impressive, they’re actually like scared out of their mind to be doing what they’re doing half the time.

Pete Mockaitis
Thank you. And a favorite book?

Graham Cochrane
The Go Giver by Bob Burg and John David Mann. It’s a little parable about generosity changing this salesguy’s life. It’s just a beautiful book with a beautiful principle that’s very applicable, and anybody can benefit from it. You can read it in like an hour.

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

Graham Cochrane
I use Riverside. We’re using Riverside right now.

Pete Mockaitis
We sure are.

Graham Cochrane
I use it to film everything for my video podcast, to doing interviews. It’s just so helpful for all kinds of stuff, and it’s cloud-based and you can use AI to edit stuff. This is so fun.

Pete Mockaitis
And a favorite habit?

Graham Cochrane
This is more of a process also, and that would be the 80/20 Rule, Pareto’s Principle. I’m always looks at “What is the 20% of the things I’m doing that are giving me 80% of the results?” Not to be more efficient to be a robot, but to realize, “Where is the waste in what I’m doing or how I’m doing? Could I get the same result or almost the same result with one-fifth of the effort or one-fifth of the time, and to free up my time and effort to double-down on that or do something more creative?”

So, I’m always using the 80/20 Rule, or 80/20 principle, as my favorite habit for just about anything in life.

Pete Mockaitis
And is there a key nugget you share that people really connect and resonate with; they retweet and they Kindle-book highlight and all the things?

Graham Cochrane
A lot of people, lately from Rebel, have been resharing the frustrations in life come when you’re living out of alignment with your design. And I think there’s just something there of like, if you’re frustrated, there’s external frustrations, nothing you can control, I get that. But a lot of our frustrations are self-caused, and it’s worth figuring out, “How am I wired? How was I designed? Because if I can figure that out and live in alignment with that, 99% of those frustrations go away.”

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

Graham Cochrane
@thegrahamcochrane on Instagram is the only place I hang out online. Otherwise, GrahamCochrane.com for all the latest content, podcasts, and you can hang out with me there.

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

Graham Cochrane
Find someone to serve. Find a coworker, a boss to serve. Find out what they need. This is taking the Go-Giver principle, and just see if you can take something off their plate this week. These are tasks or a job you can take off their plate, like no strings attached. Don’t even mention, “I just want to do this for you.”

And only do it once. You don’t have to make it a habit. Just go give somebody something asking for nothing in return, and see if you don’t create more of a connection or a relationship that leads to other things down the road.

Pete Mockaitis
Awesome. Graham, thank you.

Graham Cochrane
Dude, thank you, Pete. This has been fun.

1031: Mastering Virtual Communication with Andrew Brodsky

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Andrew Brodsky shows how to sharpen your virtual communication skills.

You’ll Learn

  1. What your emails and texts say about you 
  2. The PING framework for efficient virtual communication 
  3. Why in-person meetings aren’t always better 

About Andrew 

Andrew Brodsky is an award-winning professor, management consultant and virtual communications expert at the McCombs School of Business at The University of Texas at Austin. Poets&Quants selected Andrew as one of the “World’s 40 Best Business School Professors Under 40.” He is an expert in workplace technology, communication and productivity and serves as the CEO of Ping Group. Andrew earned a PhD in organizational behavior from Harvard Business School and BS from The Wharton School. He currently lives with his wife and two rescue dogs in Austin.

Resources Mentioned

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Andrew Brodsky Interview Transcript

Pete Mockaitis
Andrew, welcome!

Andrew Brodsky
Thanks for having me on.

Pete Mockaitis
Oh, I’m so excited to dig into some of the wisdom of your book, Ping, and I’d love it if you could kick us off with a particularly surprising discovery you’ve made as you’ve been teaching this stuff, researching this stuff, and putting the book together.

Andrew Brodsky
The most surprising discovery that I’ve seen in my research is that there’s a whole lot more nonverbal information we send in our text-based communication and low-richness communication, like email, instant messaging, than we realize we do. So, when most people talk about it, they’re like, “Well, you don’t send any nonverbal behavior via email,” but we do.

So, typos can relay emotion, time of day a message sent can relay power. There are things like how we interpret emojis is not as straightforward as one would expect. So, there’s a whole lot of other information we don’t even realize we’re sending that other people use to interpret what we’re saying.

Pete Mockaitis
Oh, Andrew, this calls to mind, have you seen this Key & Peele sketch, where they have an escalating misunderstanding?

Andrew Brodsky
I actually use that clip in my class to teach when I teach virtual negotiations.

Pete Mockaitis
Oh, excellent choice.

Andrew Brodsky
It’s one of my favorite ones.

Pete Mockaitis
Well, I guess that’s part of what makes you one of the world’s best business school professors under 40, Andrew. Kudos.

Andrew Brodsky
Thank you.

Pete Mockaitis
So, absolutely, so that’s intriguing there in that there is more that we are sending. I guess we don’t even know that we’re sending it. And then I guess there is still the risk of misinterpretation of those signals, like, “Oh, he sent it at midnight, therefore, this means that,” whereas, that assumption or interpretation could still be off, but some kind of thing got embedded by the time itself of when it was sent.

Andrew Brodsky
One of my favorite studies that researchers have on this, they use an example or metaphor to describe this process. So, what they do is, basically, tap a song out on your desk with your fist, and then imagine what, if you were to tap it out to someone else, what are the odds they’re going to guess it? And most people guess really high percentage. But in reality, very few percentages of people get it right.

The reason being is that when we tap out the song on our desk, we hear the music in our head as we’re tapping it, so it seems really obvious to us. The problem is, when someone’s listening to it, they’re not hearing that same music. They’re coming from their own set of assumptions, interests, and they’re like, “I don’t know what song it is.”

And the same thing happens with our email. When we’re typing out emails, we hear the emotion in our head as we’re typing it, so it seems really obvious to us. But the thing is, when someone else gets it, they’re not hearing the same emotion. For instance, if a boss sends a sarcastic email, they need to be humorous to their subordinate.

If they have an anxious subordinate, they’re going to be like, “Uh-oh, my boss is mad at me, or being condescending,” because they’re coming from somebody that’s very different. So, we all read information, whether it’s emails, or instant messages, with our different tone, so we gotta remember that they’re not hearing the same music we are when we’re writing this stuff.

Pete Mockaitis
That is a beautiful comparison point in terms of what’s in our head and what we’re actually transmitting that can go there. And it’s funny, my kids, we just got a keyboard, and they’re experiencing this right now, and they sort of spontaneously played the tapping game, and they were flabbergasted of their own discovery and how their sibling was unable to pick up on the cue, because, indeed, all you have is rhythm when you’re tapping as opposed to pitch, completely missing that I was doing “Mary Had a Little Lamb” because there might be multiple things that would have somewhat similar rhythms.

So, that’s fantastic. Well, so we’re going to dig into a little bit of the pro tips, the do’s and don’ts, and the best practices. But I would love to hear, maybe, just what is at stake here in terms of whether we master this stuff or we limp along and do okay with it, like the average professional?

Andrew Brodsky
So, I’m guessing everyone who’s listening has seen some email from some executive gone viral that’s extremely embarrassing, or those videos during COVID of executives, like, doing a horrible job of laying off people. Like, we’ve all seen these things go crazy viral. But those are the mistakes we generally think about when it comes to virtual communication. Those like big ones that went viral, but there’s a whole lot of other interactions that are meaningful.

They don’t have to go viral for it to impact yourself, your relationship, your career. So just every day, how are you presenting yourself to your boss, to your clients, to your teammates, is meaningful, and these things add up. And, especially when we’re interacting virtually, and we’re not standing in front of the other person, communication serves an important role. So, there’s our work, and in most cases, there’s not objective measures for work, whether you’re in accounting, human resources, whatever else. Most of our jobs don’t have 100% clear objective metrics.

And then on the other side, it’s on evaluating that. And also, it could just be a simple conversation between two people, and they’re trying to evaluate how engaged you are. And the thing is, they’re making subjective evaluations of this, because there’s just no objective way to evaluate most of these things. And the filter between your actual work, your effort, your engagement in conversation, and their evaluations is your communication.

So, that is what drives how people perceive these things. So, making sure you can communicate effectively across any mode has been shown to change outcomes everywhere from building trust, to how productive, or how high a performer you seem, how good of a leader you are, how good your outcomes are in negotiations. These things are impactful because that’s what drives perceptions, often so more times in reality than the actual work or effort you’re putting into the situation.

Pete Mockaitis
Yeah, that really rings true. And we, humans, are not perfectly rational. There’s an understatement for you, Andrew, it’s so fascinating, and maybe you can share the actual science behind this to make it all the more real. But I find that our moods, emotions are not giving us reliably accurate information, you know?

And I’m not talking about, like, major sort of mood disorder diagnoses or anything. Just like terms if we are feeling cranky on one day and see the same stimulus, as we’re feeling well-rested and chipper on another, what we interpret about the stimulus is totally different, even though the objective reality or forecast is unchanged by our internal mood states.

And so, then, if there’s little things we’re doing that are annoying people with regard to our use or lack thereof of emojis, our grammar approaches, single spacing, double spacing after a period, the quality of our lighting or camera or microphone, any of these things that don’t really matter do impact the recipient’s mood, and then their evaluation or judgment of you, like, how competent and sharp you are as a professional.

And so, I’ve seen this on both sides of the table. And I’d love it if you could share, is there any super compelling research that shows just how powerful these effects can be?

Andrew Brodsky
Yeah, and there’s a ton of things I talk about in my book that, in theory, we shouldn’t have to do, but we all make these judgments of people, even though they’re not really rational. So, one of the good examples is when it comes to video calls, and, you know, we talk about email and instant message, let’s move to video.

There’s been a bunch of studies about video interviewing, and they show that eye contact during video interviews is significantly related to how the interviewer evaluates the interviewee. But here’s the problem, when you’re face-to-face, it’s very easy to maintain eye contact because you’re staring at the other person’s eyes.

For most of us, when we’re doing that on a computer, we’re staring at their face on the screen, so we’re actually making eye contact. But if you’ve got a laptop, if you’ve got a monitor set up where your webcam is above your monitors, for most of us, it looks like we’re looking downward, or we’re looking to the left, or to the right, because we’re looking at the person’s face on our screen as opposed to the webcam, which is kind of dumb because we actually are making eye contact, but to the other person, it looks like you’re just kind of looking off.

So, they might make assessments that, “Hey, this person’s not really engaged, or maybe they’re reading from a script, or they don’t care, or maybe they’re just looking up recipes for dinner tonight.” Whereas. in person, we don’t even have to make those guesses because we can see they’re paying attention. So, there’s like this dual problem virtually where they have to guess more because they can’t see what you’re doing because you’re not in person.

And then you’re trying to maintain eye contact, but it doesn’t necessarily align with your webcam. For this, there’s a bunch of easier and some harder fixes. So, just dragging your video call screen up to right under your webcam can be really useful for aligning. There’s more complex things. You can get a standing mount webcam that stands in the center of your monitor, or maybe just hanging webcams that you can actually stick onto your monitor. But just being attentive to these little cues virtually can be really, really important, even though, honestly, it shouldn’t have to be.

Pete Mockaitis
Yeah. No, that’s so well said. And if I could just throw out one more tip. I use, this is a fancy setup, podcast or life, but this, it’s a teleprompter, which is also a display, the Elgato prompter. And I don’t know if you’ve noticed this, Andrew, but I’m looking right at you always because it is a display showing up in the teleprompter mirror immediately in front of the camera lens so that’s, I think, the ultimate.

And I’ve heard people as they talk about reviews of this product, they are amazed at their communities, “It’s like you’re looking right at me. How are you doing that?” And so, I’ve been sharing this with a sales consultant. Because I imagine, if it matters in video interviews, it probably matters in sales conversations too.

Andrew Brodsky
Oh, yeah. I’ve got a more low-tech option myself. I just have a webcam stand that is bendable, so I put it right in the center of my screen. I’m a little less intense with it, but it’s the same thing, because this way, I can look at you and I’m looking at my webcam simultaneously.

But, yeah, these things matter everywhere because, I’m sure we’ve all had the experience of like, we feel like we’re on a video call and we feel like someone’s not paying attention to us, and in many cases, they’re not. But this gets back to my point that I was saying, is the way people make these judgments is often more about how you’re communicating acting as opposed to what the reality is in some cases.

Pete Mockaitis
Yeah, that is powerful and eye opening. And if you could please share with us the eye contact video interview study, we’ll absolutely link in the show notes. That’s good stuff. And tell us then, are you aware of any cool stories of a professional who really took some of these principles and tips with gusto, and saw a cool transformation when they implemented them?

Andrew Brodsky
One of my favorite ones was an organization I consulted with recently, so this is a large Fortune 100 tech org, and they were having a big problem with communication overload. They had hours and hours of meetings, they were doing emails, like all night long, and it was creating a lot of stress for them. So, one of the things I approach with them is trying to have more structured conversations within teams about “How can we communicate better?”

And there’s some interesting research, for instance, that fits into this about the email urgency bias. And what that research shows is that, when we receive an email, we expect that the sender thinks we’re going to respond, or they want us to respond quicker than they actually care about. So, for instance, if you sent me an email, you probably think, “Ah, if he gets back to me a day, that’s okay.” I get the email. I’m like, “Oh, here’s an important podcast host. I need to respond within 30 minutes,” right? And I think that’s what you’re expecting from me.

And the problem with that is it creates a stress. It creates this feeling of needing to check your email all the time so that we’re interrupting our work, we’re interrupting our time with our family, and it creates all these different issues. So, what I did with a number of teams there is I had conversations with them and said, “Okay, amongst your team, let’s figure out, what medium has what response time? So, as a team, what response time do we want for email? What response time do we want for instant message? If there’s an emergency, how do we do it? Do we do it via text message? Do we do it via an urgent tag on one of these things?”

And in those conversations, as a result of that, they were able to get more focus time because they weren’t constantly having to check their communication and interrupt what they were doing. And multitasking is one of the worst things you can do for your productivity. And just like one related study to this is there’s some research that shows it can take up to a minute after each email to get back in the zone of work.

And it doesn’t sound like a lot to say, “Oh, it takes a minute to get back in focus.” But if you’re like me and sending like 30 or 60 emails a day, that’s like half an hour to an hour each day of just getting back in focus for the tasks. So, by enabling them to better chunk their communication without having to actually constantly be checking email and instant message, they ended up having a lot more time for work, they were more productive.

One of the team leaders came back to me afterwards, and was like, “My family hated me because I was on my smartphone all night long. And now I finally get to enjoy my family time because I know, if there’s an emergency, I’m going to hear the text chime, and I do not have to look at my email or instant message anymore whatsoever during the night, because we’ve actually made the implicit more explicit.”

Pete Mockaitis
That is powerful. And I have ran seminars where I have seen similar results with teams, so I will just put a big check mark on that one, is this assumption about the expectation that is far from reality causes all these angst and interruption and unnecessary multitask and unpleasantness. And it is such a wave of relief for folks when you can have that conversation, like, “Oh, wow, I don’t have to do that? This is amazing.”

So, that’s a great feeling and liberates all kinds of good stuff. Well, that sounds like a master key right there, Andrew, with this stuff, is, “Hey, how about we get aligned on what our expectations and preferences are with regard to how we’re using all these tools?”

Andrew Brodsky
And it’s great, because on the back-end, too, someone’s not taking two weeks to respond to your email because you said, “As a team, hey, we’re going to respond to every email in a day or two.” So, it kind of not only gives us more time to focus. We don’t have that dangling email for over a week because we said, “You need to respond at least a day or 24 hours, even if it’s, ‘I’m going to get back to this by X date,’ so we’re not left wondering.”

And when it comes to virtual interactions, silence is a whole lot more awkward than it is in person because we don’t know what’s going on in person, if they’re clearly thinking. Virtually, we don’t know if they just deleted our email. We don’t know if they don’t care at all. So, having those norms, and then at least within those norms, having a set of practices where we send something within the given time to say, “I’ll get to this by X,” really helps erase all that ambiguity that can harm relationships very seriously in the workplace.

Pete Mockaitis
Absolutely. Cool. Well, how about you take us through your favorite tools and tips for how we do all this stuff masterfully?

Andrew Brodsky
Sure. So, my favorite tool is the framework that I made for this book. So, whenever I read a self-help book, a business book, personally, I really like when there’s a framework because there’s often so many suggestions that I never remember all of them. So, in writing my own book, I did what I like to do, and I need one. So, for my book Ping I’ve got the “Ping” framework.

P for perspective taking, I for initiative, N for nonverbal, G for goals, and all the recommendations and research in the book fits into these four things. So, for instance P for perspective taking, this is the idea that when we are engaging in virtual communication, we tend to end up more self-focused because we’re maybe just looking at text on a screen, or even if we’re having a video call, they’re a small square on our screen as opposed to this big person standing in front of us, so we’re less focused on how the other person’s going to react, how they might think.

You would say things online often that you wouldn’t say to the person when you’re right in front of them because you’re more focused on how they’re going to react when they’re standing physically right in front of you. So, it’s really important to take a moment and try and think about how might someone see this from their perspective.

And going back to that emotion research, one of the good recommendations that came out of that is, if you take your message and read it in the exact opposite tone out loud than you intended. So, if it’s a sarcastic message, read it as serious. If it’s a serious message, read it as sarcastic out loud. Suddenly, people tend to be much less likely to be overconfident about how clear their message is. When they do that, they realize, “Oh, wow, my message is not as clear as I intended it,” and they fix it.

And then I for initiative. The idea here is you need to think about, “What can I add back in here into this mode that might be missing?” So, an example I give in the book of this is small talk. Many of us hate small talk, and for good reason, it’s not productive. And research shows that small talk decreases productivity. But it does have a benefit.

Small talk improves trust. And the reason being is we trust what we know. If I know nothing about you, if I don’t know about your family, what you do for fun, what your hobby is, I don’t feel like I have an understanding of you, so I don’t feel like I can trust you. Small talk is one of these ways that helps us feel like we get to know somebody else and we trust what’s familiar.

So, finding ways to add in a little bit of small talk into your virtual communication, whether just a couple lines of email, asking them, you know, “Hey, I know you mentioned you’re going on a trip. How did it go? Here’s what I did,” can be really, really useful for building that trust, if that’s your goal. I’m not saying write 10 paragraphs of small talk because everyone’s going to hate you for it and it’ll backfire, but the idea here is a little bit of this stuff, taking the initiative to add those things back in, can be incredibly useful.

And the nonverbal behavior, just being attentive to all the different cues you’re sending, and we’ve talked about a bunch already. So, eye contact during video calls, typos, emojis, which I can talk more about if we want, all these different cues and understanding, “What information am I sending without potentially realizing?”

And then, lastly, G for goals. I wish there was, I could just say this is the best mode of communication. There’s one mode to rule them all. It would be a very short book if I did. But the best mode really depends on what your goal is. So, let’s say video calls, for instance. There’s this big debate – cameras on, cameras off.

And my answer to that, when executives or teams or anyone else asks me about that, is it depends on your goal. So, research shows that having your video on can be useful for building relationships, for showing engagement, because it shows, “Hey, I’m listening. I’m paying attention to you.” But on the other side of that, there’s Zoom fatigue or video conferencing fatigue, where research shows that being on video can be really exhausting.

You’re staring at yourself. You’re observing all your nonverbal behaviors. It can be really energy depleting and that gives you less energy in the meeting, less energy afterwards, could lead to burnout. So, there’s these pros and cons. But if you think about it this way, if your goal is to show engagement, build a relationship, camera on. If your goal is to save energy to be able to focus better, then camera off is better.

So, maybe cameras on is better when you’re interacting with someone you don’t know really well. But when your team already has strong impressions of each other, we already know everyone’s engaged, we already have good feelings of each other, and having our camera on or off really isn’t going to change those things for a one-off meeting. It might be better for us all to have our cameras off so we can focus more on the task at hand.

Pete Mockaitis
Certainly. And you mentioned multitasking being bad news, and my understanding of the research is that if the multitasking is really close to mindless, like, “I am also walking on a treadmill,” or, “I am also folding laundry,” or, “I am also tidying up some of these items on my desk, like the pen goes in the pen drawer, the cups can be gathered and placed to the side.” Like, my understanding of these matters is that you’re actually not having a cognitive deterioration when that is the case. Is that accurate?

Andrew Brodsky
I would say it’s better for some people than others. So, there’s a personality trait like multitasking ability, technically, where it works better for some than others. In some cases, communication can be mindless, but in many cases, the communication is involving something that you’re not immediately working on, so your mind has to switch to a different task in the meantime.

So, it’s not like you could be doing your emails while you’re simultaneously brainstorming something unrelated altogether. If you’re really, really good, maybe you can, but for most of us, it kind of interrupts that process pretty badly.

Pete Mockaitis
Oh, sure. And when I said mindless, I was referring to the secondary activity, the walking your feet on a treadmill is the mindless piece.

Andrew Brodsky
Oh, of course. Oh, yeah.

Pete Mockaitis
Such that it’s quite possible to pay attention well if the secondary activity is not communication-related and doesn’t take much conscious attention whatsoever. Is that a fair way to think about multitasking?

Andrew Brodsky
Oh, yeah. And one of the, I think, funnier, more absurd examples I get is, you’d be surprised how many executives have told me that they email from the toilet, where they’ve basically got their smart phone there and they’re taking out their communication. A little bit less exercise fun than being on the treadmill, but, yeah, I mean, I guess you get the job done there, right? So, yeah, so using those times otherwise, like if you can get some physical activity in, that’s not necessarily a bad thing at all.

Pete Mockaitis
Yes, and that’s kind of how I think about the cameras off-on exactly as you’ve well-articulated in terms of, it is more tiring, it requires more of me, but perhaps if we are building the relationships, then that’s a great use of energy from the team is to do just that, versus, it really would be nice if we gave people a little bit of a break and we’re able to handle a little bit of the things simultaneously so long as they’re not messing up their ability to concentrate.

Andrew Brodsky
That, and if the only way you can keep your team’s attention is to forcing them to keep their webcam on, you’ve got bigger problems than that. You should be having deeper conversations about “Why is our team engagement low? How can we increase it?” If the only way you could do it is forcing people to keep their cameras on, you’re basically fixing the symptom rather than the cause, and you’ve got an underlying team problem there, and you are kind of treating the team more like children in many of those cases, where there isn’t that added value.

And, again, that’s not to say there aren’t situations where having camera on is really useful. I use it for teaching, especially when meeting new people, it’s really important, but there are many situations where it just isn’t adding value and it can really take away from the interaction.

Pete Mockaitis
Oh, yeah, that’s powerful. Thank you. You’ve got a perspective on strategic silence in meetings. What do you mean by this and how do we do it?

Andrew Brodsky
So, strategic silence can be useful in a whole lot of situations. So, negotiating is often a fun one in these scenarios where silence is this great thing where it causes other people to fill the air. We feel a bit awkward during it, especially during virtual meetings, too. So, if you’re in this situation where you’re hoping someone’s going to disclose something, letting them do some of the talking and just being silent can be really useful. You don’t want to go to an extreme about this.

The other thing, too, is it becomes, in some ways, easier to speak over each other in certain modes of communication. So, some people will say, “Oh, video is pretty much the same as face to face.” And what I’ll say is, “Well, there’s pros and cons to each. There isn’t one better than the other.” But one of the things that happens with video is there’s often this slight lag, you know, we’re talking like milliseconds here.

But the problem with that slight lag is that research has shown that it messes up conversation turn-taking, where you kind of have these more awkward silences, you kind of interrupt each other more, so sometimes having a little bit more of a pause can be useful in video calls just to make sure you’re not constantly interrupting the other person, especially if you’re somewhat of a fast talker like myself.

Pete Mockaitis
Okay. Beautiful. And are there any common things that we’re all doing wrong and we should just fix it?

Andrew Brodsky
I think there’s a lot of things I’d say we’re all doing wrong, myself included, but the biggest one that I would say is that we often don’t take the time to stop and think, “Am I approaching this communication the right way?” We’re so busy and overloaded with meetings, with emails, that we don’t pause and say, “Should this really be an email or should this really be a meeting?”

And this lack of mindfulness is one of the main factors that drive people to have hours of wasted meetings each week that should have been email. And on the other side of that, too, that people often forget is there’s a lot of emails that probably should have been meetings. So, like this interaction we’re having now, you’re asking me a bunch of questions, I’m fairly talkative, so each answer is like five plus paragraphs.

If you’d emailed me these, I would probably take days writing up the answers, editing them, crafting them, but we can have this conversation live in under an hour. So, emails can also be really unproductive too in certain situations. But people just do whatever has been done, “So, we always have a meeting for this, so we’re going to do a meeting,” or, “We always have email for this, so we’re doing email,” or, “It’s already an email conversation, so I’m not going to ask to switch to phone saying, ‘Hey, can we get on the phone for a second just to resolve this?’”

So, taking that moment to think, “Is this the right mode and am I using it in the best way possible?” Even though you’re taking some time and losing some productivity to engage in that thought process, it actually saves you a ton of time in the long run and can really help improve your relationships in the process.

Pete Mockaitis
I dig that. I also want to get your hot take on these AI meeting tools, the transcribing, the summarizing, what are some pros and cons here?

Andrew Brodsky
When it comes to these AI tools for, let’s say, summarizing for now is what we’re focusing on, I think, again, it kind of cuts both ways. It’s awesome being able to have a summary of the meeting afterwards because it frees your mind up from having to worry about every single thing that’s being said in the meeting. You can focus on the conversation and you can go back afterwards.

The problem is that there’s research on something called cognitive offloading, which is this idea that when we offload tasks to technology, so we just have the technology do it for us, we tend to remember them less and we tend to learn from them less. So, if I have one of these tools summarizing every single meeting, so I’m not making a point of remembering what was said, for the most part. I’m not writing down the notes myself that helps me increase my memory, and I’m probably not even checking those notes afterwards because I know they’re available somewhere.

Then some client comes to me and asks me about something we talked about three weeks ago, but I’ve had tons of meetings since then, and because I wasn’t as focused on remembering what happened during that meeting, I don’t have a good answer. So, we can end up becoming a bit lazy mentally as a result of this.

So, the trick is finding that right balance where you can use them as a resource, but you’re not cognitive offloading so much that you’re not using your brain’s memory or storage itself. You’re only using your computers in that situation. So, you want to get that nice middle ground of using both your brain’s memory and your computer’s memory for storing what was in the meeting.

Pete Mockaitis
Boy, that is a great principle to bear in mind, in general. When we do cognitive offloading to the machine, we learn and remember less, and I think that applies to so much stuff – your GPS, the calculator. I was watching a chess YouTuber, international master, Jonathan Bartholomew, and he said, “I always recommend you analyze your chess games yourself first before you make the computer do it in order to learn more.”

And so, I think, boy, you could apply this in many, many contexts, so that’s a nice little master key right there. And I’ve also observed, sometimes these meeting recorders continue recording when some people have left and, oopsies, the parties did not intend the other people to hear that part of the meeting. Oh, my.

Andrew Brodsky
Yeah, there’s definitely been a number of those communication whoopsies. There’s always the funny one, I’m seeing a CEO get up and, suddenly, they don’t have pants on during the call, accidentally. Like, that’s the good meme, right? That started with the naked shorts hashtag, I believe, that actual example there.

So, these virtual communication blunders, in many ways, can be more problematic because virtual communication is just so permanent. Whereas, if all this stuff happened in person, there isn’t going to, generally, be a record of it. So, virtual communication is great because that record’s there when we need it, but, unfortunately, often it’s there when we don’t want it to be there as well, which is part of why it’s so important to get this stuff right.

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

Andrew Brodsky
The big thing that I’ve been thinking about lately is artificial intelligence and actually writing your communication for you. So, as opposed to just summarizing meetings, do you just have it write your emails for you? Do you have it write your messages for you? And in my view, artificial communication can be really useful for the brainstorming, helping to edit, but I, generally, recommend to others that you do want to make sure the communication is your words because most of the time no one’s going to figure out you’re using AI, but they might one time.

Maybe it uses the word you don’t, like, elevate. Maybe you would talk about something in person. Maybe they mentioned they had a car accident the past weekend, and then you just copy and paste an AI email that starts with, “I hope you had a great weekend!”

Pete Mockaitis
“Do you remember what I told you about my trauma?”

Andrew Brodsky
Exactly. Exactly. And the problem is, if there’s one slip-up and they realize that you’ve been using AI for communication, their assumption is going to be, “Well, they’ve been using it every time I communicate with them.” And then their next question is going to be, “Well, why am I even communicating with this person?”

So, there’s such a risk of removing yourself and your own words from the communication that even one slip-up could really, really massively backfire. But I do think this human component of communication will continue to be incredibly valuable, at least for the jobs that require humans in them. If you’re required to be in that job, then people are going to want to communicate with you.

Pete Mockaitis
Absolutely. This has been my AI thing over and over again. It’s, like, AI can be a handy tool in the drafting phase, like, “Ooh, there’s a great word or phrase or sentence here and there.” But, oh, man, you are asking for trouble if you just outsource the whole of anything to AI without some careful checking, editing, curation.

Andrew Brodsky
Exactly. And AI is never going to know everything that you know, at least until we get to that distant future’s phase, maybe where we get brain chips and all that, right?

Pete Mockaitis
Yeah, brain scanning.

Andrew Brodsky
Yeah, I think we’re a good aways away from that and from people actually being comfortable with that, even if for some reason that tech companies can get it to work. But the idea here is it’s just not going to know everything you know, so it won’t know everything you know about the other person, it won’t know everything about your goals that you want to achieve, so it just won’t be able to do this as well as you can. And the relational risk of over-relying on these things can be really, really severe.

Pete Mockaitis
All right. Well, now could you share a favorite quote?

Andrew Brodsky
I’m kind of a cliche one. I like the Golden Rule. So, “Treat others as you would like others to treat you.”

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

Andrew Brodsky
It’s one from the ‘60s. It’s about the pratfall effect. This study involved people listening to quiz show contestants, and they had someone get all the questions right, and they had someone get a bunch of questions wrong. The person who got every question right, people rated them as really competent, but not very likable.

It’s like that kid in middle school who was raising their hand all the time and got everything right. You thought they were smart, but kind of everyone hated them. It’s also why I didn’t have too many friends in middle school. But there was a third condition in this study where they had the person get every question right, but they spilled coffee on themselves, and that person was rated as just as competent as the one who got everything right, but just as likable as the person who got some questions wrong.

And the idea here of this is that making mistakes in not your domain of expertise or work expertise can make you seem more human and more approachable. So often at work, we feel this need to put our best foot forward or best face forward, but the key findings from the study is that makes you feel unapproachable, especially if you’re a leader or a manager.

And, actually, showing that, “Hey, I’m a human, I make mistakes,” especially in areas where they don’t matter, so it doesn’t make you look incompetent, can be a really good way for making you seem warmer and more likable in the process. So, don’t try and hide your true self in the process.

Pete Mockaitis
Well, now I’m thinking, as a callback, when you’re doing a video interview as a candidate, make sure to spill a beverage.

Andrew Brodsky
I might not do it in that short of an interaction, especially when you’re low power, because I think in the video interviews, they’re searching mostly on confidence, at least in the early rounds of them. But if you’re in a later round, you are kind of with a group socializing, one of those situations, that might be a better situation to try and pull one of those things.

Pete Mockaitis
All right. Well, I’m sure we’ll make enough mistakes without having to engineer beverage spills along the way. And a favorite book?

Andrew Brodsky
So, my wife was an indie fantasy author, and so I’m biased. I like her stuff better. So, my favorite book of hers was one called Hex Kitchen. H-E-X K-I-T-C-H-E-N. So, it basically took Hunger Games and “Magic” and “Hell’s Kitchen,” and it was a magical cooking tournament. And for me, getting to read fantasy is just such a nice escape, and I’d be lying if I didn’t say I leaned on her expertise in helping to write my book so that the stories are a bit more fun. Because me as an academic with bland lame writing, having her on my side was just incredibly useful in the process.

Pete Mockaitis
Lovely. And a favorite tool?

Andrew Brodsky
My favorite tool probably is one that I don’t necessarily want to admit fully, but it’s probably the undo send function in email, and also the delay delivery function in email. At least for the latter one, I’m not as embarrassed about that one. But I like using the delay delivery one often because I sometimes will just try and knock out all my emails, like at one or two points of a day. And by delaying it and communicating a little bit more frequently, or seeming I’m communicating other times, or it can make me seem more present.

So, as opposed to all my emails going to my boss always only at 10:00 a.m. and never going at any different hours for instance, it might make me look like I’m not doing anything the rest of the day. So, sometimes I’ll strategically have my emails go at different times of the day to be like, “Hey, I’m here all the time.” And if I was giving recommendations to managers, I would talk about how to avoid those biased evaluations.

And this stuff is called productivity theater, and I talk about in the book, but the idea here is, unfortunately, human beings like theater, so knowing how to perform in it can be incredibly valuable to making sure that you’re achieving your goals.

Pete Mockaitis
Okay. And a favorite habit?

Andrew Brodsky
Going on hikes. There’s a good research that shows just going outdoors, especially when you’re sitting at a computer, and having physical activity can be one of the best ways to disconnect.

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

Andrew Brodsky
When it comes to virtual communication, don’t underestimate the value of removing visual cues. This is what I would call the in-person default bias, where we assume in-person is best, and we compare everything to in-person, but there’s a whole lot of advantages to not meeting in-person, to not having video on, that you can leverage by using email and text-based communication better, the least of which is getting rid of tons and tons of unnecessary meetings in the process.

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

Andrew Brodsky
So, you can check out my LinkedIn, Andrew Brodsky, you’d find me over there pretty easily. And then if you Google me, you’ll find my website as well where you can reach out to me directly.

Pete Mockaitis
All right. And do you have any final challenges or calls to action for folks looking to be awesome at their jobs?

Andrew Brodsky
Yeah, I would say try and think about your communication overload, and not get caught up in it, and take a step away for a moment and try and engage in some meta thinking, a level above, and think about “How can I do this all better?” As opposed to just accepting this stuff as a fact of life and a fact of work, think about “How can I improve my communication habits in ways that will make me more effective and make me happier in the process? Is there ways to do this that I won’t feel as stressed out and I can actually enjoy it more?”

Pete Mockaitis
Beautiful. Andrew, thank you.

Andrew Brodsky
Thank you very much. I really appreciate it.