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790: How to Stop Being Overlooked, Underpaid, and Undervalued with Arika Pierce

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Arika Pierce reveals the simple steps to improving your visibility and value in the workplace.

You’ll Learn:

  1. The critical assumption that keeps professionals from advancing 
  2. How to properly negotiate for a raise or promotion
  3. Three rules for more visibility when working remotely  

About Arika

Arika Pierce, President and Founder of Piercing Strategies, is a leadership development coach and expert with a passion for creating forward-thinking leaders. After 15 years of corporate leadership experience, her 360 view of leadership has empowered her to help individuals hone their goals and reach their full potential.  

 

Resources Mentioned

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Arika Pierce Interview Transcript

Pete Mockaitis
Arika, welcome to How to be Awesome at Your Job.

Arika Pierce
Thanks so much for having me. I’m excited to be here.

Pete Mockaitis
Oh, I’m excited to be chatting, and I dig your book title I CAN. I WILL. WATCH ME.: How to Not Be Overlooked, Underpaid or Undervalued.

Arika Pierce
Yes, i.e., “How to be awesome at your job.”

Pete Mockaitis
That’s right. Nice healthy overlap there. Well, tell us, can you kick us off right from the bat, is there a particularly surprising discovery you’ve made about folks being overlooked from your work with clients and putting together the book?

Arika Pierce
One of the things that I hear all the time, especially with clients that I work with, is, “I want to be promoted,” or, “I want to advance in my organization. I feel stuck.” And one of the first things I’ll ask them is, “Have you had that conversation about your next steps or your interests or your desire to advance? Are you sharing your impact, your results, all of those things?” And there’s an assumption that, “No, my manager knows all of that.” I’m like, “Maybe they don’t.”

And so, sometimes people need a really clear roadmap on just how to really articulate and do the things to showcase yourself and to get to that next level. And that’s really what the book is about, it’s that roadmap because I think we assume, “Oh, I’m working really hard. Everyone knows my results, or they know that I want to work the cool projects or initiatives or lead the team,” but unless you really lay that out, especially in todays’ world, it might not be known.

Pete Mockaitis
Okay. And I’m curious, what’s your sense for, if you had to…maybe you’ve got some hot research or a rough sense, what proportion of professionals do you think are, in fact, overlooked, underpaid, undervalued?

Arika Pierce
I would say my informal research is probably somewhere around, I would say, 75%, and I do think that there are some groups that tend to get overlooked more than others. I work a lot with women and I think sometimes we, as women, are not as vocal or we are scared to be bragging or doing things like that. And so, as a result, we’re overlooked for opportunities or we’re not as visible.

So, I think it really comes down to sometimes some personal factors but I do think that there’s only a small segment in most organizations, in my experience, that is always making sure they’re staying at the forefront of the key stakeholders’, who are making decisions about their careers, minds.

Pete Mockaitis
Okay. And so, how do we know if we’re in that 75% or the fortunate 25%?

Arika Pierce
So, the first thing I say, I do a lot of work also around personal branding, is you should start to talk to the people who are making decisions about your career. The first thing to know is that it’s not just your boss, there are other stakeholders who have influence on whether or not you advance, whether or not you get, again, those visible assignments or projects or client work.

And so, you need to know who those people are and start to ask them questions, “Is my name coming up when there’s discussion about advancement opportunities? What are the words that you would use to describe me? How much do you think the work that I’m doing is connected to the overall direction of the organization?” Start to ask those questions. And if you’re getting a response where someone’s just kind of looking at you with, “I don’t ever think about you when I think about going far,” then you’ve got some work to do.

Pete Mockaitis
Okay. So, ask the questions and we get that vibe. And I guess I’m curious, are there also, on the underpaid side of things, there’s a number of places we can go online to research, “Hey, what is competitive salary for my role, etc.?” Any favorite places you like to go there?

Arika Pierce
So, you know what, my favorite place to go is to ask other people that are in your industry, perhaps that may not work at your same organization, and to start having more transparent conversations about what they’re being paid, even if it’s just a range if you’re not comfortable necessarily always sharing exact numbers. But I think that that’s kind of the best research. There are other places online you can look but sometimes just having those conversations with those like-minded peers can be the most transparent in terms of research and data that you’ll ever get.

Pete Mockaitis
Okay. Now, if that feels awkward, uncomfortable, do you have any suggested verbiage or scripts instead of just saying, “Yo, how much money you make?”

Arika Pierce
Well, again, I think that’s why it’s important to have a strong network. And so, I think if you have, especially mentors or other peers or colleagues, it’s to say, “Do you know at your organization about the range that someone would be making?” that’s either the position you’re in or the position that you’re seeking.

Or, you could say, “I was looking online and I saw that this job, this position, typically pays around X amount. I’m just trying to bounce that around with some people who might have a sense. Does that sound right to you about what you think this position should be making or would you say it’s 20% higher, 20% less? I’m just getting that type of feedback.”

And so, that again, we get really uncomfortable talking about sometimes, money and salaries, but that’s sometimes the best way to really get a sense on what the market is paying for certain roles.

Pete Mockaitis
Okay. And could you bring it together with an inspiring story perhaps of someone who was, in fact, overlooked, underpaid, undervalued, and what specific steps they did to reverse that and what became of them?

Arika Pierce
Sure. So, I actually have a client that I’ve been coaching for about two years, and she came into her organization, she was new to her organization, I should say, when she came into the role that she’s in. And what happens a lot, the job she thought she was coming in, and the job that it actually was, there was definitely a delta. And so, she started doing some of that informal research where she both looked online at different places but also started having some conversations with other colleagues or peers and just, again, getting that range.

And so, when she brought the information to her boss, she really approached it as more a negotiation versus asking for a raise, and said, “Look, I really want to align the work that I’m doing because it’s not exactly the scope that I was hired for. It’s much larger. I don’t have a team. I’m doing everything myself. And based upon my market research, this range is more closely aligned with the level of work that I’m doing.”

And he appreciated, actually, the way she presented it, and she also could show her impact, her results, all the things that she had brought to the organization in just a very short timeframe, and he said, “You know what, you’ve made a great case. And I can’t do anything right now but let’s put together a package that we could present.”

And so, one of the things I always tell people is just get a commitment to the next step. It’s very rare where your boss is going to say, “Absolutely. Let me put the paperwork in right now.” But she did get a commitment that they would revisit it in 90 days, and she did eventually get a very substantial raise.

Pete Mockaitis
Okay. Beautiful. And so, I think in terms of the starting point here, I think many of us might have some butterflies in the stomach, some jitters, not the confidence to boldly have such conversations. How do you recommend we start?

Arika Pierce
Practice. She and I practiced that conversation probably about three or four times before she actually had it with her boss. So, I recognize it’s not easy to go in and to even start the conversation but you need to practice. Have a friend, or if you have a coach, or a partner, another colleague, someone that you can actually have a good roleplaying conversation with, and practice it going a number of ways.

Practice them shutting you down immediately. Practice them pressing you for more information. Practice them saying, “You’re absolutely right.” And you knowing how to then, what are those next steps. So, you just need to definitely make sure that you’re prepared for the conversation. I also think it’s good to lay the groundwork.

So, I wouldn’t just go in and immediately ask my boss or manager on Friday at 3:00 o’clock if I could talk to him about making more money, but you want to start laying that groundwork early. Make sure that they know what you want to discuss before so they come into the conversation with the right mindset as well. And then, again, really look at it as a negotiation.

I think when we go into it, like we’re asking for something, it feels that we’re shut down immediately, that we failed, but go in and really negotiate. And some of it may be salary, some of it may be other parts of what you’re seeking. Maybe it’s more visibility to work on projects that are at a higher level. Maybe it’s a title change. Maybe it’s just better understanding, “If I’m making this, what do I need to do to get to making X?”

So, there’s a wide range of things that that initial conversation could be about but, more than anything, you want to make sure that you’re prepared. And the best old-fashioned way to prepare is just practice, practice, practice.

Pete Mockaitis
Okay. Beautiful. All right, Arika, well, backing it up a little bit, can you share with us what is your general approach and first steps if we want to be in the groove of not being overlookable, underpay-able, under-valuable?

Arika Pierce
So, it really gets down to having a strategy. I talk a lot about, in the book and also just with a lot of my coaching clients, is that being ambitious is not enough. You must also be strategic. So, for example, when it comes to being more visible, you should sit down and spend some time thinking about what is important to your boss or your manager, what is important to your organization, and you need to make sure that the work that you’re doing can be connected to that.

Oftentimes, I see people who are so busy, they’re spinning their wheels, they’re completely worn out, and they can’t figure out why they’re working so hard, yet people around them who appear to not be working maybe as hard as they are, they seem to be always getting that promotion, or getting that visible project, or doing things that, in some ways, feel a little bit unfair compared to how “hard” you might be working.

And so, oftentimes, that’s because they are doing things that are important to their boss and manager.

So, that’s one of the first things you need to do, is connect the work that you’re doing to what’s important to your boss, what’s important to your organization. And if you can’t make a connection, then you have a problem.

Pete Mockaitis
And when you talk about making the connection, it’s funny, I’m very good at rationalizing things in my brain, and so I’m imagining that it’s more about ensuring that the stuff you’re actually doing is that which is valued as opposed to telling a good story about it. Is that fair to say or is there some value in the storytelling, too?

Arika Pierce
So, I think there’s value in the storytelling, too, but you just have to make sure you’re telling the right story. So, for example, we know a lot of times higher-level management, they manage by soundbites so you want to make sure that you’re giving those soundbites when you do have their ear. So, if you know, for example, that there’s a client that’s the client that matters the most to your boss, then think about, when you have those conversations with your boss, how can you show that you’re overdelivering or you’re doing the things that are keeping that client happy or that are retaining the client.

Or, are you spending your time talking about things that relate to another project that you know is a much lower priority to your boss? So, think about those types of things. Again, that’s where it comes to being strategic. It’s being focused and knowing what those high-visibility areas are and making sure the work that you’re doing is connected to them, but it also is about the story that you’re telling, about how you are helping to deliver whatever it is the end goal is for that particular initiative or project or opportunity.

Pete Mockaitis
All right. So, can you share with us some particular tactics in terms of figuring it out, like what is strategically valuable, and then shifting ourselves over to doing it?

Arika Pierce
Sure. So, the number one thing is, if you don’t know what’s important to your boss or your manager in terms of that they’re working on, that they’re doing, then you need to have a conversation and ask. Oftentimes, when we have, for example, one-on-ones with bosses or managers, those people use that time to go down, “This is the task that I’m working on. This is how I’ve been keeping busy.” And sometimes that might be appropriate, but other times you really want to be having a deeper-level conversation.

You could always send a list of what you’re working on in advance of that one-on-one time, but actually spend that one-on-one time getting more information about, again, what are the strategic opportunities that are happening, or initiatives that are going on in your organization, what’s keeping your boss up at night, what are the things that they’re working on that they feel are critical. Spend time getting more information about that, and then, again, finding ways where you can insert yourself into those projects, into those initiatives.

But, again, sometimes it’s just as easy as having a conversation. When it comes to your organization’s overall growth and strategy, most of the time that information can be found in strategic plans or just, again, having those higher-level conversations, asking boss, your manager, your peers, your colleagues, “Where do you think we’re trying to go in the next three to five years? And how do you think our team fits into that plan?”

And those are the types of people who really advance and go to that next level. So, ask those types of questions. Especially right now, it could as easy as asking if you could sit in on maybe a meeting or something that’s happening at a higher level so you can get that greater level of visibility. And then really look at your calendar, look at your meetings, look at your to-do list and the things that you’re working on. Are they all tactical things or are they things that also can be connected to those initiatives that you know really matter?

Pete Mockaitis
All right. Well, let’s say we’re doing all these things, and somehow, it seems like we’re still getting overlooked. Maybe we’re in meetings and we say stuff, and people seem to just not acknowledge it, or someone else says almost the same thing we said, and then it’s like, “Well, I just said that. Why are you getting all the head nods and I’m not getting the head nods?” or maybe folks are stealing credit. Can you walk us through some of the other tricky realities that pop up even when you’re doing the right work?

Arika Pierce
Well, everything that you just said, and I’ll be honest, I have personally experienced many of those when I was in my corporate career. And, again, that’s why it’s really important to make sure that you are clear on your own accomplishments, you are clear on your impact and your results, and you really are finding opportunities to insert them and re-insert them into conversations.

I think, oftentimes, especially when it comes to having conversations about our work, our results, our impact, those happen once a year. When? During performance reviews. We have to change that. We can’t expect everyone in the organization or the people who matter for our growth in the organization to know and remember everything we’ve done over the course of 12 months. And so, making sure that you’re finding opportunities to strategically share those accomplishments, those wins, is really important.

And it goes back to what I said previously about the soundbites. One of my favorite tips that I actually learned from a woman named Sahara Downing, who does a lot of work around personal branding, is every call that you have with perhaps your team, your stakeholder, your boss, instead of when you get on, especially in Zoom, and you’re talking about the weather, like, “Oh, is it raining there? What’s the temperature?” use that as an opportunity to share a win.

When someone says, “Hey, how’s it going?” Instead of saying, “Oh, it’s fine.” Say, “Oh, it’s going really well. I just got off the phone with a client that we’ve been having a lot of trouble with, but we had a great conversation and they really gave a compliment about how committed they felt that our team has been doing to help working through a difficult time.” So, find those opportunities to really make sure that you’re sharing what you’re doing, the results and the impact. Don’t wait to be asked or don’t wait for that performance review time.

And then, also, if you feel as though you’re still not getting accountability and visibility, then those are the hard conversations that you both need to have with yourself as well as with perhaps a boss, a manager, or a mentor because those could be indicative of, “Am I in the right organization? Am I in an organization that’s going to recognize me, and that’s going to allow me to thrive, not just survive?” And, to be honest, it might not be an organization for you that you’ll thrive if you’re working really hard and still not getting visibility.

So, that’s why it’s good to do these check-ins but make sure that you’re doing what you’re supposed to be doing, not just waiting for someone to say, “How’s it going? How’s your work product?” You want to make sure that you’re leading those conversations.

Pete Mockaitis
That is good. And sometimes, when folks are asking you, “How are you doing? How’s it going?” that’s exactly what they mean. It’s like, “Show me progress now.” But it feels rude and almost dehumanizing, like, “Show me progress now, work robot.” So, I think that’s great to be thinking in advance about how you’ll respond to, “How’s it going? What’s new? How are you doing?” because it’s very easy to forget about something, like, “Oh, yeah, that felt good but it was three days ago.”

Arika Pierce
Right. Right.

Pete Mockaitis
But if you have that in mind, you’re thinking about that and you’re ready to go and offer that right in the moment, and that’s really handy.

Arika Pierce
Exactly. Exactly. Because we suffer from recency syndrome. We only remember what just happened. And we also suffer from we remember the bad days. So, if you have that brag list, that accomplishment list, and you’re updating it on a regular basis, I think you should update it weekly, then you have those go-to things that you can share on-the-fly because you can always just look at them, and to say, “Okay, have I shared with someone that this happened, or there was an accolade?” Everything doesn’t have to be the Super Bowl. There are wins every single day. I guarantee they are happening in everyone’s professional career.

Pete Mockaitis
And if folks are stealing credit, how do you navigate that?

Arika Pierce
Well, I think that’s also when you want to have those conversations. If you feel as though someone is taking accountability for your work, or for your ideas, or for your thoughts, I think there’s two ways to approach it. I think one way is directly going to that person, and say, “I saw that you received credit for this but I actually was the one that was leading that project. So, I want to make sure, can you explain how this is something that everyone is acknowledging you for and not me?”

But, also, again, I think this is why it’s important to be having these regular conversations with your manager and with your team so that there can be very little gray areas for people not knowing exactly what you’re accomplishing and what you’re doing. Oftentimes, it’s just the people who are more vocal. It might not even be that they’re stealing your credit but they might be just more vocal about what they’re doing, even if it’s minimal. And so, I think, at times, again, it can feel very uncomfortable but it’s good to do things that make you feel a little bit uncomfortable, and perhaps that is talking about your part and your piece of it.

The other thing I will say is that when you see this happening to someone else, I think it’s a really important exercise to always connect it back to the person who should have ownership of an idea, of a thought. It could be in a meeting where someone says something, and then someone else says the exact same thing. You should be the one to stand up and say, “Oh, that was a great idea, Pete. It was great that you added on to what Arika just said.”

And so, when you start to get into the practice of doing this yourself for other people, I do believe that others will start also to get into the practice of doing it for you, but you can also say that to someone. I’ve done that before where I’ve said something and they have said the exact same thing, and everyone is like, “Oh, great idea.” I’m like, “Oh, I appreciate the fact that you confirmed the idea that I just shared.”

Pete Mockaitis
Got you. All right. And I’m also wondering, when it comes to the remote work dynamic, if you’re remote, it seems like there’s a higher risk associated with being overlooked. Do you play the game any differently or any particular strategies you want to employ in this context?

Arika Pierce
Absolutely. So, I believe that remote work is here to stay. It’s been here for a while. I worked remote for the last five years of my corporate career, and that was before COVID or anything hit. And there’s a couple of, I think, rules of engagement for remote work and visibility. Number one, you have to be over-communicative. This is not the time to not answer emails or to not respond to instant messaging, all of those things.

I’m not saying that you have to stop everything you’re doing every time a message comes in but you have to recognize that when you are working remotely and people don’t hear from you or you’re not really responsive in a timely way, the default assumption is going to be that you’re not working, that you’re not engaged, that you’re not doing what you’re supposed to be doing.

And so, sometimes it can be a matter of acknowledging that you received the message and that you’re going to get back to someone in the next 24 hours or something of that nature, but it’s really important to be overly communicative. I also think this is the time, too, where you have to make sure that you are getting that time in with your boss or your manager to really talk about the impact that you’re doing.

So, again, going back to the one-on-one time, if you don’t have regular one-on-one time with your boss in a remote environment, then you should really be the one to drive scheduling it. Sometimes we feel like, “Oh, my boss doesn’t require it so we don’t do it.” I would flip that around, especially remote, I would ask my boss, “Can we set up time weekly or bi-weekly so that we can really catch up and focus on some of the work that I’m doing?”

So, don’t think just because you’re in meetings with your boss or manager on a regular basis that you don’t need that one-on-one time. It’s really important to get their focused attention. And then going back to also what I said earlier, make sure that you’re using that time effectively. It’s not the time to always go through what you’re working on.

It’s actually the time to really talk through about your impact, your results, other areas that you’d like to see yourself stretch and grow, to know what they’re working on, what they’re focused on, because, again, you may not be getting that time you would typically have in the office where you could sort of foster or nurture that relationships. So, at least having dedicated time with them on a one-one-one basis becomes much more incredibly important.

And then, lastly, I am a firm, firm, firm believer in turning the camera on. I know everyone has a love-hate relationship with Zoom and Teams and the video camera but I do believe that if we want to foster relationships and we want to make sure that we’re, again, having that visibility, being able to see someone’s face, their body language or facial expressions when they’re speaking, it makes a huge difference.

Also, when your camera is on, you are less apt to multitask, which is a huge problem right now. I struggle with it even when I’m teaching workshops and trainings, and people have their cameras off because I know that they’re doing work while we’re supposed to be focused on a particular workshop or building on a particular skill.

So, I think turning that camera on and being engaged and really participating in conversations and not checking out, I think that’s the biggest risk of remote work is that if you’re not seen, then it’s out of sight, out of mind. It’s very sort of basic premise of you have to really be seen in order to be visible. Being seen means actually being seen on that video camera.

Pete Mockaitis
And I would add to that that, ideally, not that you have to have some super fancy studio but having clear, appealing light and sound as opposed to a crispy distant sound just doesn’t have a great impression.

Arika Pierce
One hundred percent. I’m leading a communications workshop right now for a team, and I’ve shared with them, like, “If you work remotely, and this is where you’re going to be for the near future, invest in something like a microphone if your laptop doesn’t have great audio. It doesn’t matter that it’s your work laptop and that everybody else sounds horrible. Think about you.” Because that’s what I hear all the time, “Well, everybody’s audio sounds horrible. It’s the laptops they gave us.”

Same thing with your camera. You can buy an external HD camera on Amazon and plug it up and, instantly, your delivery will look different, your executive presence will look different. Thinking about things such as your background and all of those things, again, if you are someone that’s looking to go to the next level, then you have to do things that are going to set you apart.

There’s a great book I love called The 5AM Club by Robin Sharma. And in the book, he talks about the fact that 90% of people are happy being ordinary and 10% of people want to be extraordinary. And if you want to be extraordinary, it’s not as competitive because everybody is down there being ordinary but you are the one that is doing the things that everyone else isn’t doing. And so, stepping up your visual, your audio, for your Zoom or Teams meetings, if everyone else is not doing it, then you should be the one doing it if you want to be a part of that 10%.

Pete Mockaitis
Right on. Well, tell me, Arika, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Arika Pierce
No, the thing I would just add is that, again, remember how important it is to be strategic in your career. Ambition is not enough. You want to also marry that ambition with strategy. And that really means being aware of who you are. It means being aware of who people think you are because perception is the co-pilot to reality. That’s a quote by Carla Harris, and I really stand by that.

Pete Mockaitis
All right. Well, now, Arika, could you share a favorite quote, something you find inspiring? It sounds like one right there.

Arika Pierce
Well, that’s one my favorite quotes. Yeah, I would say that’s probably my favorite and the other one is by Ursula Burns, “Where you are is not who you are.”

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

Arika Pierce
I love reading the studies and the research that are done by Harvard Business Review. There actually was a recent one done just around hybrid work and visibility, and who will get promoted, can you still get promoted at the same level if you are working in a hybrid workforce.

And I don’t have the exact percentage but it was a lot of people thought, no, it’ll be more difficult to get promoted in a hybrid workforce if you’re on the side that’s working remotely. So, I thought that was interesting, and that’s why I’m always thinking about what are the strategies to align people in a hybrid space with people who are also going to be in person.

Pete Mockaitis
Okay. And a favorite book?

Arika Pierce
Probably my go-to, because it’s a quick read and I think so many lessons, is Who Moved My Cheese?

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

Arika Pierce
I’m going to go back to what I just said. I think a subscription to Harvard Business Review Ascend. I think it’s like $120 for a year, and you get something every single day that’s of value. So, that’s actually I think a great tool to be awesome at your job.

Pete Mockaitis
All right. And a favorite habit?

Arika Pierce
Probably morning meditation, just setting the tone for the day.

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

Arika Pierce
Probably about just stepping outside your comfort zones and how you think about fear. I had a client text me this morning that wasn’t going to apply for a job, and then we got down that she wasn’t applying about not getting it out of fear. And I text her back, “Fear is your homeboy,” which is also a book by Judi Holler. And so, I think just really understanding how growth starts outside your comfort zones.

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

Arika Pierce
ArikaPierce.com or also I’m on LinkedIn, I’m on Instagram but that’s the easiest place to find me.

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

Arika Pierce
I would say think of something professional that makes you feel a little scared and then do it scared.

Pete Mockaitis
Okay. Arika, this has been a treat. I wish you much luck and fun in not being overlooked, underpaid, or undervalued.

Arika Pierce
Thanks so much. I really appreciate you having me.

789: How to Beat Stress, Stagnation, and Burnout with Alan Stein Jr.

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Alan Stein Jr. lays out the fundamental shifts that help sustain your game and build resilience in the face of stress, stagnation, and burnout

You’ll Learn:

  1. How to stop stress from overwhelming and controlling you 
  2. How to stay calm and in control in the face of stress
  3. How to identify and remedy stagnation 

About Alan

Alan Stein, Jr. is an experienced keynote speaker and author. At his core, he’s a performance coach with a passion for helping others change behaviors. He spent 15+ years working with the highest performing basketball players on the planet (including NBA superstars Kevin Durant, Steph Curry, and Kobe Bryant). Through his customized programs, he transfers his unique expertise to maximize both individual and organizational performance. 

Alan is a dynamic storyteller who delivers practical, actionable lessons that can be implemented immediately. He teaches proven principles on how to utilize the same approaches in business that elite athletes use to perform at a world-class level. 

His previous clients include American Express, Pepsi, Sabra, Starbucks, Charles Schwab, and Penn State Football, and many more. 

Resources Mentioned

Thank you, sponsors!

Alan Stein Jr. Interview Transcript

Pete Mockaitis
Alan, welcome back to How to be Awesome at Your Job.

Alan Stein, Jr.
Oh, it’s so great to be with you again. I’ve been looking forward to this.

Pete Mockaitis
Oh, me, too. Well, I’m curious to hear, any particularly interesting new discoveries or lessons learned within the last couple of years or so since we spoke last?

Alan Stein, Jr.
Yeah, I would say a pretty long list of them, to be honest. And most of which, I think, were things that were heightened exponentially over the pandemic. I know, for me, personally, from a book-writing standpoint, I’m always trying to write the book that mirrors what I’m going through in my own life, and I’m always trying to write the book that I need to be reading myself. I find it part liberating and part therapeutic to kind of research and write about the things that I’m struggling with.

So, my most recent book is about stress, stagnation, and burnout because those are three areas that I’ve struggled with for most of my life and career, and I know that a lot of people found those things heightened during the pandemic.

Pete Mockaitis
Well, let’s talk about the book Sustain Your Game. What’s the big idea here?

Alan Stein, Jr.
Well, the big idea, I think the cornerstone of it is that stress, stagnation, and burnout are things that we have massive control and influence over, fighting against, that they’re not things that happen to us. They are things that we can actually help navigate away from if we handle them correctly. And those were some of the kinds of pivotal moments that I’ve had over the last couple of years because I think I’ve gone through most of my life feeling like stress is something that happens to me and is imposed on me. And I now have a much different perspective.

Pete Mockaitis
All right. Well, what’s the fresh perspective?

Alan Stein, Jr.
Well, so I’m a big fan of Eckhart Tolle, who’s, I guess for lack of a better term, a modern-day philosopher. And his definition of stress is the one that most resonated with me and kind of shifted my whole perspective. And Eckhart’s definition of stress is the desire for things to be different than they are in the present moment. And there was something about that I found very liberating and empowering because, ultimately, what I took away from that was stress is not caused by outside forces, stress is not caused by events, or circumstances, or what people say, or what people do.

Our stress is caused by our resistance to those things, or our perspective of those things, or how we internalize them. So, once that kind of clicked, and his definition, it’s not what’s going on. It’s my desire for what’s going on to be different is what’s actually stressing me out. And once that clicked with me, literally, I just saw the whole world differently now.

And, by all means, I’m not coming from a place of mastery, and I’m not sitting here pretending like I never feel stressed. But, now, when I do, I have the awareness to recognize that on some level, that’s a choice. And that if I would just stop resisting what is, that most of that stress would dissipate.

Pete Mockaitis
Oh, yeah, that is thought-provoking and eye-opening. So, nonetheless, some things we don’t want to be the way they are.

Alan Stein, Jr.
Oh, yeah, I’m glad that you highlighted that because, certainly, I don’t want you or your listeners to think I live in la-la land. And the way that I view it now, I still have my preferences, I still have opinions and ways that I’d like to see the world unfold. I just no longer expect that it’s the world’s job to conspire to make me happy, and it’s not the world or the universe’s job to make sure Alan Stein, Jr. gets all of his preferences.

So, now, when something occurs that’s not to my liking, or is not my preference, I just understand that’s part of the human condition. That’s kind of what we all signed up for to be here and I deal with it appropriately. And what I try to do is be more thoughtful in my response to what’s going on than to the event itself.

And, certainly, over the last couple of years, whether we’re talking about the pandemic or the political divide, there had been some incredibly emotionally charged things that have occurred over the last couple years in particular. And I still have my opinions and my preferences of those things but I no longer allow those things to dictate my perspective, and my mindset, and my attitude, and how I show up. And that, to me, is the big difference.

Before, when something happened that I didn’t like, I always felt like it was happening to me, and I was, in essence, an unconscious victim to the world around me. I now no longer allow myself to be the victim. I’ve taken those proverbial handcuffs off and just said, “Yeah, what just happened is not my preference, it’s not to my liking, but I’m going to be very thoughtful in choosing a response to this situation that actually moves me forward and helps me.” So, it shifted me from being a victim to feeling much more empowered.

Pete Mockaitis
That’s really intriguing. And I’m thinking right now about airports when it comes to stress because, you mentioned you’re flying to Nashville shortly, and I’m thinking that you can have stressors big or small in terms of small, like, “Oh, my flight is delayed. That’s inconvenient. I guess I might have to cancel a lunch or dinner. I was planning on meeting someone on the other side, which is a bummer.”

And then I’m thinking of a buddy of mine recently told me a tale about how he was straight-up arrested for mistakenly taking a MacBook Air that looked just like his, and it’s like, “Oh, sorry. Oops,” “No, you’re coming with us,” and he spent a night in jail. So, wild story, and in that instance, he preferred that would be different alright on a whole nother level.

I guess that kind of gets my blood boiling in terms of, like in that instance, like he actually is a victim of an injustice before him. And so, I want your hot take here in terms of if the size of the stress is small versus medium versus big, does that change how you play the game in your mind?

Alan Stein, Jr.
I believe that it does, and one of the interesting parts of that, and just to go on record, it would be my preference that I’m not arrested at the airport, and it’d be my preference that my flights aren’t delayed either. Yeah, so I have nothing but empathy and compassion for him to go through such an ordeal. But the mindset portion of it, what you still need to say is, “Okay, this is…” and that’s an extreme case, “This is less than ideal that I’m being charged with this and I’m going to spend the night in jail.”

Pete Mockaitis
Less than ideal, that’s right.

Alan Stein, Jr.
Yeah, less than ideal. And let me certainly go on record saying there’s nothing easy about any of this. I don’t want to pretend for one second that if either of those scenarios happened to me, that I would just automatically be chipper and smile and act like everything is great. There is a distinction to make and there’s two ways to answer your question.

One is, so once this has already transpired, as awful as that scenario is, once he realizes, “All right, I’m already being charged and I’m going to spend the night in jail,” that now has become reality. That has now become fact. And no matter how angry he gets, ornery he gets, pissed off he gets, it’s not going to change the fact. So, the more upset he gets, all that’s doing is punishing himself. It’s not like, “Hey, if I throw a massive fit, they’re going to let me go home tonight.” It doesn’t change your situation.

So, what you need to try to do is say, “Okay, as awful as this is, what’s a response that can at least make this somewhat palatable or at least make this a little bit better?” Again, spending the night in jail in some random city for an honest mistake is pretty tragic, but you’re only punishing yourself if you choose to let it bend you all out of whack. And that’s just something you keep in the back of your mind.

The other part that I certainly want to make a distinction is I believe in feeling all emotions. I don’t believe there’s any such thing as a good or a bad emotion. I think they’re all part of the human experience. Now, there’s emotions that we would probably prefer to have. I’m sure you and I would prefer to be joyous and elated instead of frustrated or disappointed, but they’re part of our emotional palate for a reason. So there’s nothing wrong with feeling emotions.

And, in fact, if I was arrested and had to spend the night in jail for mistakenly taking someone’s iPad, I would feel a wide range of emotions, from anger to frustration, to disappointment, to… I mean, you fill in the blank. But what we have to learn to do is not let how we feel dictate how we behave. I had a really good friend of mine that’s the mental performance coach for the San Francisco Giants in major league baseball, and he said something that affected me just as profoundly as Eckhart Tolle’s quote, and he said, “Our emotions are designed to inform us. They’re not designed to direct us.”

So, our emotions are kind of a litmus test to how we’re perceiving the world and how we’re feeling, but we have to be very careful in not letting them dictate our behavior or our decisions. So, back to this crazy scenario that your friend experienced, there’s nothing wrong with me being upset, angry, frustrated, disappointed that I’ve been arrested but I don’t want that to be how I behave. I certainly don’t want to be belligerent to the police officer. That could get me in even more trouble, spend multiple nights in jail.

And it’s one of those things that I’ve always believed that if you can kind of control your emotions to the point it doesn’t dictate your behavior and the way you show up, that’s one definition of mental toughness. You’re completely resilient when you say that, “No matter what goes on in the outer world, I’m not going to let it rattle me and dictate my inner world.” And that is not an easy place to get to, and I won’t pretend for one second that if I get arrested on my flight to Nashville tomorrow that I’ll handle it with the stoicism that I’m sharing with you right now, but that would be the goal.

And that’s where I’m trying to work to the point where I would be able to handle just about anything thrown at me with that type of stoic approach. Because, again, acting on your emotions and being belligerent and being upset is only going to make the situation worse. You think temporarily it’s going to make you feel better, but, ultimately, it’s only going to make it worse.

Pete Mockaitis
That’s right in terms of if you say, “You know what, I gave that cop a piece of my mind. That felt so good.” Probably not. Regardless of the response, the doing it is not going to produce a catharsis. Well, just not to leave people hanging, there was a, I don’t know if you’d call a happy ending, but he did follow some of these principles in terms of he’s like, “Okay. Well, you know what, what do I have control over? In my mugshot, I’m going to look as friendly and kind and not guilty as possible. That’s what I’m going to do.”

And if they didn’t like that, they’re like, “No, you can’t smile. You can’t smile in your mugshot. Do it again. Do it again.” It’s like, “Okay, when I have an opportunity to make a call, I want to be really friendly and polite and professional,” and he managed to make like seven calls, like multiple lawyers and his wife and such.

And that was helpful because they gave him some good tips, and he said, “You know, I am in a jail cell with these people. But you know what? They have some knowledge, like, hey, so there’s a big bunch of bail companies I could call. Like, who’s best?” Like, “Oh, you should call these guys. They’re way faster than the other ones.”

And so, it still sucked a lot and it was costly with lawyers and all of that, but it didn’t wreck his life. It’s just a few thousand bucks and some crazy inconvenience, and he’s back on his feet.

Alan Stein, Jr.
And, at the very least, he’s got an incredible story to tell now.

Pete Mockaitis
Certainly. And if you did let the emotions not just inform but direct and sort of rage and you’re not thinking clearly in terms of, “Oh, what wisdom might my fellow jail mates might have for me right now?” You’re just like, “This is such bull crap. I can’t believe…” if your brain is there, it’s not doing that helpful thinking for you.

Alan Stein, Jr.
Absolutely. And one other thing I’ve noticed, and I’m glad that it was somewhat of a happy story or happy ending, rather. Let’s use the less severe example that you gave, that your flight is delayed or your flight is canceled. Because of how much travel I do, I get to see this happen pretty regularly, and usually what happens, somebody feels so massively inconvenienced as if the entire airline was conspiring to ruin this one person’s day and, “We decided to delay this flight just because we wanted to make you angry.”

What they end up doing, they let their emotions get the best of them, and then they unload those emotions on someone that has nothing to do with it. Usually, the person that you’re unloading your disapproval on has nothing to do with what it is that you’re angry about. The person that’s working kind of behind the desk, they’re not responsible for your delayed flight. They have nothing to do with that.

So, now you’re unloading on somebody else that can’t…I mean, they’re not responsible for it. And then, if you think of just general human nature, how likely is this person going to be to bend over backwards to try to help you find a resolution when you’ve just unloaded all of your anger and frustration and disappointment on them?

I’ve had plenty of delayed and canceled flights, and I have always found that as disappointing and frustrating as that may be internally, whoever I speak with at the airline, I try and kill them with kindness. And the very first thing I say is, “I know you’re going to have a rough couple of hours dealing with all of these headaches. Just know how much empathy and compassion I have for you.”

“I know this isn’t ideal for any of us and I just really appreciate anything you can do to still get me home or to get me to wherever I’m trying to go,” and offer a genuine and authentic and warm smile, and a little compassion, and usually people will go out of their way to try and find a way to help me out, versus the person that’s just going to be belligerent and screaming curse words and act like the whole world is conspiring against them.

So, it goes back to, “Yeah, I’m frustrated that my flight is delayed, but what’s the thoughtful response that I can make in real time that will increase the chance that I’ll get on the next flight, or that they can book me somewhere else, or maybe they’ll offer me a free hotel room, or whatever?” So, yeah, the ultimate part of this is we only punish ourselves when we allow our emotions to overtake our behavior and the way we treat others. It’s not punishing anybody else. You’re just making your own life more miserable.

Pete Mockaitis
All right. So, there’s a huge master key right there is just your mindset, your perspective, your philosophy there. Anything else we can do to build up the mental toughness and resilience in advance, if it’s like exercise, or hydration, or nutrition, or supplements, or meditation? Like, what are some things that could be helpful for building up a capacity to respond in an enlightened fashion to stress beyond just having the ideal mindset?

Alan Stein, Jr.
Well, two things come to mind. One, and this is kind of an offshoot of mindset, and that is learning how to be in the present moment. A lot of our frustrations and disappointments and anger stems from an attachment to something that happened in the past, and we simply make the assumption that, whatever happened in the past that did not turn out in our favor, is going to happen again right now. So, we just make that assumption, which is usually not very helpful or useful.

And then the other thing we do is we have a preconceived notion or a prediction of the future, which, of course, is always hypothetical, and that’s what increases anxiety. So, we can get kind of depressed and upset about something that happened previously, and then we can start being worrying and anxious about something that may happen in the future. And both of those things are just taking us away from being in the present moment.

Again, using the scenarios that you posed, because they’re pretty real-life scenarios, if you just take a deep breath, and go, “Okay, in this moment, my flight has been delayed two hours. I’m probably going to miss the connection and I’m going to miss my dinner with Pete tonight. That’s not ideal. That’s not my preference. It’s a little bit frustrating but it’s the reality, and I accept it.”

“I’m not going to resist it. I’m not going to draw on something from the past where I had this awful experience. And I’m not going to get anxious about the future and worry, ‘Well, maybe Pete and I won’t be friends ever again. He’s going to be so upset that…’” And I start just kind of creating this false narrative.

When if you just take a deep breath and you stay in the present moment, and you say, “You know what, it’s not that bad. Yes, I would’ve preferred to have caught my flight and had not been delayed, but this is what happened. I’ll make the best of it.” So, being in the present moment is certainly an offshoot of that and a way to help remedy it.

And then kind of more on a tactical and esoteric level, in addition to what you mentioned, making sure you’re feeding your body and moving your body, and getting good quality sleep, because I do believe mind and body are connected, but it’s also paying very close attention to the inputs of our life. We all want to have great outputs. We want to be efficient. We want to be effective. We want to produce. We want to earn. And that stuff is directly related to the inputs in our life.

What you read, watch, and listen to, who you insulate yourself with, and who you invest your time with, what you choose to consume on social media is just as important as what you choose to consume nutritionally. These things have a massive impact on the way we see the world. So, anyone looking to level up their output, they need to directly look on the other side of the curtain at their inputs, and say, “Okay, if I want a more quality output, I need to read, watch, and listen to a higher level of content.” And same thing on social, same thing with the people that you insulate yourself with. So, just have high discernment with where you choose to place your attention.

Pete Mockaitis
All right. Okay, so that’s the stress side of things. How about we touch upon the stagnating and the burnout?

Alan Stein, Jr.
Sure. Well, the stagnation part, that’s really where I was kind of leaning towards with this changing of the inputs, because usually the stagnation, which I kind of look at, is just kind of being on that hedonic treadmill. You’re just kind of treading water. You’re expending energy but you’re not really going anywhere in life.

And it’s often just kind of this numb feeling where you’re just towing the line of mediocrity and you’re noticing that your outputs are starting to stagnate. And the best way to jumpstart that and break through that stagnation is changing your inputs. Reaching out to some people that maybe are more accomplished than you are, or have walked the path that you haven’t walked just yet so you can learn from them. And maybe be a mentee to a mentor that’s doing something that you’d like to emulate.

If you find yourself just watching the same old stuff on Netflix and just listening to the same old radio stations or talk radio, see if you can infuse some other things in there, some podcasts or documentaries or books, or just something to kind of jumpstart on the input side, and that’ll help you break through that stagnation.

One of the hardest parts of stagnation is just acknowledging that you’re stagnating. Awareness is always the first step to improvement because you’ll never fix something you’re unaware of, and you’ll never improve something you’re oblivious to. And the reason stagnation can be so tricky is it’s kind of undercover. It’s not proverbial rock bottom. When we hit rock bottom, we usually feel inspired to act and make a change, and that’s the part that’s so slippery and dangerous about stagnation is you’re just kind of towing that line.

So, stress, we really feel in the moment; burnout, we really feel in the long term; stagnation is that tricky mid-term where you can easily fall numb to it and spend months or years in a stagnant place, and not even know it.

Pete Mockaitis
All right. So, just checking in, it’s like, “Hey, am I stagnant? What’s going on?” adjusting the inputs. Any other recommendations there?

Alan Stein, Jr.
Well, I think it’s important to make sure that you get feedback from the people that know you best, your inner circle, if you will, because often, they’ll be able to spot your stagnation before you spot it. Whether this is like an intimate partner or a spouse, or if you have adult children, or close friends, or colleagues, but, hopefully, you’ve created the type of relationship with them, that you let them know, “Look, I’m always open to your feedback and I always welcome you helping me see my own blind spots.”

I think one of the most important perspectives we can have as human beings is to acknowledge that all of us have blind spots. Now, we can’t see them, hence the reason they’re blind spots, but having the humility to acknowledge, “I know there are things that I don’t know. And when someone cares enough to bring some of those blind spots into a level of awareness and shine a light on them for me, that’s one of the best gifts they can give me.”

So, hopefully, you’ve created the type of relationships, both personally and professionally, where people can say that, “Hey, I just feel like you’ve just been kind of treading water.” And many times, this usually comes from a spouse or somebody that you’re intimate with because they see you, the good, the bad, and the ugly, and see you a lot more than everyone else, but hopefully you’ve got the type of relationship where they can say, “Hey, I just feel like you’re stagnant.” And I try to insulate myself with people in my life that will tell me, for sure.

Pete Mockaitis
And how about when it comes to burnout?

Alan Stein, Jr.
So, burnout is an interesting one because I look at stress as a too much issue, stagnation as a too little issue, and those things kind of combine are usually what set you on the path to burnout. While researching the book, I found that burnout is a very specific condition. When the hours that you’re working and the sacrifices that you’re making are no longer in alignment with where you find meaning or purpose or what you find fascinating, or the work you’re putting in is no longer in alignment with your core values or the person that you’re trying to become.

So, it’s that splintering effect of misalignment that causes the issue. It’s not just from working long hours. That can potentially be a problem over time but we probably all know someone that maybe it’s an entrepreneur with a new startup, and they’re working 60-, 70-, 80-hour weeks but they find so much meaning in their work, and they love it so much. They’re most likely not at risk for burnout. So, it’s when you don’t find meaning in your work, or you’re not fascinated by it, or it’s not in alignment.

Another big one, especially for folks at work in organizations, folks get burnout when they don’t feel like their contribution is making a difference. They don’t feel like they’re contributing to something bigger than themselves. They just kind of feel like, “I’m just a number showing up to work. I don’t know that I really matter.” So, when we don’t feel like we matter, or we don’t feel like there’s meaning in our work, that’s when we’re at risk of burnout.

Pete Mockaitis
All right. And if there we are in the midst of it, what do we do?

Alan Stein, Jr.
Yeah. Well, again, be thankful if you have the awareness to recognize that, and there’s a few things you can do. One, you have to clarify your north star and get crystal clear. Assuming that you found meaning in that work or in that job at some point, and usually that’s the case, is to kind of reverse-engineer and track backwards and deconstruct, and say, “Okay, I’ve been in this job for 10 years. For the first eight years, I really enjoyed working here. I loved my role. I loved the people I was working with but I don’t feel that anymore.” And try to be reflective and introspective to figure out why.

Maybe you’ve been given some different assignments and your role has changed. Maybe a few colleagues have left and you’re now working with new people that you don’t feel as connected with but try to pinpoint what caused the change. And pinpointing at change, again, bringing it to a level of awareness, can allow you to explore some minor pivots, say, within the organization.

Maybe you ask to take on a new role, or report to someone differently, or work in a different department, or maybe you just come to the end of the road with that organization, and you want to look elsewhere. But then you have to ask yourself, “Do I want to do the same type of work for another company? Or, do I want to change industries completely?”

I’m an example of that. I spent 15 years as a basketball performance coach, and I really loved the time that I did that. But, as I was kind of nearing that 15-year mark, I started to feel burnout. I wasn’t enjoying the work I was doing near as much as I had in years prior, so I decided to make the leap completely out of that industry, and jumped into corporate keynote speaking and writing.

So, for me, I made a fairly drastic change but it was absolutely the right choice because it re-lit my fire and got me excited again. So, I think folks just need to be able to look at, “Is this something that requires a couple of minor tweaks that might get me back on course? Or, do I need to try something more drastic?” But at least pulling open the hood and taking a look at everything underneath to figure that out is, I think, a great step.

Pete Mockaitis
Okay. Well, you said the word pivot, which got me thinking. You have three steps you lay out in your book – perform, pivot, prevail. How do these work in sequence?

Alan Stein, Jr.
The way that I kind of looked at it was we’re trying to perform in the moment, and the biggest thing that can undermine that is stress, and that’s something that we feel kind of on the daily. In that mid-term, where we feel like we’re stagnating and things are just kind of towing that line, we need to figure out a way to pivot, to try something different, to shake things up.

And then if we are slowly approaching burnout, where there is this misalignment, then the ultimate goal is to prevail, is to be able to overcome that burnout either within your current job and vocation and company that you’re working with, or you might have to prevail by going somewhere else and doing something completely different.

And they’re not 100% sequential. We can toggle in and out of those at different times, into different amounts, but the way I look at it is more from a timeframe standpoint. You have stress kind of in the short term, you have stagnation more in that mid-term, and then burnout is an accumulation of the previous two, and that’s what happens in the long term.

Pete Mockaitis
Alrighty. And when professionals are trying to put your wisdom into action, into practice, are there some hiccups, road bumps, mistakes that come up again and again? And how should we navigate that?

Alan Stein, Jr.
I’m trying to think of some of the most common. I mean, the answer to the question is yes. Actually, that would be my answer to just about anything as far as no matter what it is we’re trying to do when we’re trying to implement and initiate change, there are always going to be roadblocks and hiccups and lessons to learn. But I think the key to that is embracing that and acknowledging everything that I’ve shared with you in this lovely conversation, and everything I’ve put in my books, and everything that I say on stage, all of these things are very basic principles, but none of this stuff is easy. None of it is.

And that’s why, with all of this stuff, I’m not speaking from a place of mastery. This is all stuff that I’m continuing to work on and to refine as I’m trying to evolve. And, to me, the goal has never been perfection. The goal has always been progress, consistent incremental progress. And with any of these things that we’ve talked about, can I be a little bit better today than I was yesterday? Can I be a little bit better in 2022 than I was in 2021, whether it’s my ability to manage stress, or avoid stagnation, or beat burnout, or be in the present moment, or have more thoughtful responses when the world doesn’t align to my preferences?

And I’m very proud of the fact that I can say, yes, I do all of those things consistently better today than I have in the past. If you and I reconnect again on your show in a couple more years, I’m hoping I can say with a huge smile that I’m doing an even better job then than I’m doing right now in the moment.

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

Alan Stein, Jr.
No, this has been great. I always love your line of questions and the direction in which you navigate things. This has been fun. This is great.

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

Alan Stein, Jr.
So, one of my favorite quotes is about as basic and as simple as it gets, and that is, “If nothing changes, nothing changes.” And the reason I love that is there’s two types of change that we all experience. There’s the imposed change. A perfect example of that is a two-year global pandemic or potentially an economic recession. Like, there’s things that can happen in the outer world that are imposed on us, and we have to respond to them. And those are obviously uncontrollable.

But the change I’m always referring to is initiated change. It’s the changes that we choose to make. So, it’s being able to have the awareness to say, “I’m not as physically fit as I’d like to be, so I need to make some changes to the way I eat, to my sleep, to my working out, and so forth because I have to acknowledge that, if I don’t change those things, then nothing on my body is going to change.”

And it could be the same thing for mental or emotional fitness, “I need to change the way that I perceive stress when the outside world imposes itself on me, and be much more thoughtful in my response.” So, I‘m a huge fan of leaning into and initiating change to take us closer to becoming the person that we strive to become.

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

Alan Stein, Jr.
What I found really interesting, and I’m pretty sure I’m going to botch the numbers on this, but you’ll get the general sentiment. And this speaks directly to what I believe is one of the most dangerous games that any of us can play, and that is the comparison game. I do think, and I’m a huge advocate of social media.

I believe social media can be a great connection tool. It can be a great source of information and learning. It’s a great way to share if you have something of value. But social media, I think, is built to encourage us to play the comparison game, and to see how your life stacks up, usually materialistically, to someone else’s life.

And the problem with playing the comparison game is it usually makes us feel less than. You go on Instagram and you see that somebody has got a nicer house, or a nicer car, or a shinier watch, or a prettier girlfriend, or they go on better vacations, and it starts to make you feel less than. And that’s a dangerous, dangerous slope to tackle.

And there was some research that asked people, and again, this is where I don’t think my numbers are going to be completely exact, but you’ll get the point.
Would I rather make $70,000 a year and everybody else around me makes 50? So, I’m making a little bit more than them, and that makes me feel good but I’m making $70,000 a year. Or, would I rather make $100,000 a year but everyone around me makes $120,000 a year? So, net, I’m making $30,000 more dollars a year in the second scenario but it’s less than what everybody around me makes. And most people always want to feel that they’re winning the comparison game. They would actually rather make less money but make more money than the people in their direct area than the exact opposite of that.

And I just found that study fascinating. That’s kind of a peek behind the curtain into the human condition and the way people view things. And it’s very understandable, and I don’t say that with an ounce of judgment. I just found that study really interesting.

Pete Mockaitis
And how about a favorite book?

Alan Stein, Jr.
One of my all-time favorites, and I’m sure most of your listeners have already read it because I think he sold over five million copies, is Atomic Habits by my good friend James Clear. Most of what I share when it comes to building habits, I’ve learned from James and his blog and his book and a lot of his work. That’s definitely a go-to.

A secondary one is another book by my friend Phil Jones, who wrote a very short book called Exactly What to Say. It’s more of a guide than a book, and it’s a great reference on kind of how magic words can be, and we have to be very thoughtful and intentional about the words we choose because they change the world around us. And if you’re looking to be more influential and impactful, that you have to be very careful about the words you choose. And I found that book really, really insightful and very, very helpful.

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

Alan Stein, Jr.
I’m a big fan of the Headspace app for a guided meditation. I know a lot of what we’ve talked about is about being present and being grounded and being mindful. And because I come from a sports background, I’m a huge believer in practice, that you’ve got to practice, especially during the unseen hours.

So, that’s an app and a tool that I use very regularly. It’s a very calm and almost a serene feel of 10-minute guided meditation. And I try and do that at least once a day but I’ll throw that in anytime that I’m feeling a little bit stressed. So, you best believe if my flight to Nashville tomorrow gets delayed, I’ll pop in my earbuds and do a 10-minute meditation to, hopefully, bring me back down.

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

Alan Stein, Jr.
I’m very fortunate that I have a quote that’s painted in a big 12-foot mural in the Penn State Football Training Center, and it says, “Are the habits you have today on par with the dreams you have for tomorrow?” And that’s a mantra I try and live by. I’m a big believer in habits and the things that we do consistently. And I always want to make sure that the things that I’m doing on a daily basis are in alignment and are in harmony with the person that I’m trying to become.

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

Alan Stein, Jr.
They can go to AlanSteinJr.com. I also have a supplemental site StrongerTeam.com, and I’m very easily found on social media @AlanSteinJr. I love interacting with folks, so if you’re on Instagram or LinkedIn or Twitter or Facebook, just shoot me a DM. And if you have a question or want to discuss anything that Pete and I talked about, I’m always open for that. And, certainly, if anyone is interested in either book Raise Your Game or Sustain Your Game, they’re easily found on Amazon, Audible, or wherever you like to get your books.

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

Alan Stein, Jr.
I do. I think at the ground level, the foundation, is showing up at your job emotionally charged and as the best version of yourself. And in order to do that, you have to take a look at your morning and your evening routines, how you’re spending the bookends of your day. So, one of the exercises I always encourage folks to do is a very basic self-audit. You take a piece of paper. You draw a vertical line down the middle.

On the left side, come up with an exhaustive list of all of the things that light you up, that give you energy, that make you smile, that make you feel alive, that add to your confidence. This could be taking a Peloton class or pulling out your yoga mat to do some stretches. It could be a quiet morning reading the paper and drinking some coffee. It could be watching a riveting documentary or taking your dog for a walk. But any of the activities that give you energy and fill you up, then come up with a list of those.

And then on the other side of the paper, on the other side of that right line, write down how you’ve been spending the bookends of your day, your morning and your evening routine. Then you’re going to compare the two sides of the paper. You’re going to compare the two sets of notes. And you’re going to ask yourself one of the most important questions you can ever ask yourself, and that is, “Am I doing the things that I know I need to do to be my best self and to show up as my best self, ready to make a maximum contribution to my job?”

And if you do that with some honesty and some vulnerability, you’ll most likely start to uncover what’s called a performance gap, and that is the gap between what we know we should do to be our best self, and what we actually do on a daily basis. And one of the key tenets of my work is helping folks close that gap and start doing the things they know they need to do.

If you can make the time to heighten your self-care and to sprinkle some of the things from the left side of the paper onto the right side, and even if it’s just 10 to 15 minutes in the morning and evening, doing the things that light you up and fill your bucket, it’ll have a massive impact on how you show up, your energy level, how you feel about yourself, and, absolutely, your ability to make a contribution to your work, to your job, to your organization.

Pete Mockaitis
All right. Alan, thank you. It’s been a treat. I wish you much luck and fun and sustaining of your game.

Alan Stein, Jr.
Likewise, my friend. This was great. Thank you so much.

788: Roger Martin Shares How to Make Better Strategic Choices By Rethinking Your Models

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Roger Martin reveals how to identify the unconscious mental models holding you back from more superior management effectiveness.

You’ll Learn:

  1. Why people will resist correcting outdated models 
  2. Powerful questions to dismantle outdated models
  3. The simple word shift that makes you more strategic

About Roger

Professor Roger Martin is a writer, strategy advisor and in 2017 was named the #1 management thinker in the world. He is also former Dean and Institute Director of the Martin Prosperity Institute at the Rotman School of Management at the University of Toronto in Canada.  

Resources Mentioned

Roger Martin Interview Transcript

Pete Mockaitis
Roger, welcome to How to be Awesome at Your Job.

Roger Martin
It’s great to be here. I’m looking forward to this.

Pete Mockaitis
Oh, me, too. Well, so I’m so excited to dig into your wisdom. Tell us, what’s the big idea behind your book A New Way to Think: Your Guide to Superior Management Effectiveness?

Roger Martin
The big idea is you got to be careful to not get owned by thinking models. You get told, “Oh, this is the way you should think about this problem.” If it doesn’t work, don’t go back and say, “Well, because people say that’s the model that should be used. Keep on using it.” That’s being owned by your model. Instead, you need to own your models. They need to work for you. And if they don’t, you need to change it. That’s the big idea.

Pete Mockaitis
All right. Makes sense. Now, the word model, I figured we’ll be saying it a lot. So, could you give us maybe four or five examples of models that professionals use just so we have a real clear sense for what we’re talking about there?

Roger Martin
Sure. A model would be, in order to align the interests of management with shareholders, you should give them stock-based compensation, and that will create alignment. Or, you should always make decisions based on data. That’s the only good decision, that’s a decision made on data. That’s a model. The job of a corporation is to make sure it controls and coordinates the various businesses underneath it. That’s its primary job. That would be a model.

Another model would be customer loyalty is the most important thing about customers.

Roger Martin
Those would all be models that we use that then guide our behavior. So, if you say, “Oh, I must align the interests of management and shareholders with stock-based compensation,” you will have a stock compensation plan that’s based on the performance of the share price as a key feature of executive compensation. So, these models drive behavior.

Pete Mockaitis
So, is there any distinction, not to play too much of the semantic wordplay game, between a model and a rule or a principle?

Roger Martin
Not really. I guess what I would say is a principle tends to be a portion of a model. So, our principle is alignment, and the way we’ll make that happen is through stock-based compensation. So, you’ve got a principle that informs other aspects of a model. That’s how I would distinguish them. You could call a model and a rule kind of relatively similar.

I just think of a model not in a better way but it’s a slightly more comprehensive than either rule or principle. It’s a set of things that we will do because we say if we do those things, it’ll get the result we want.

Pete Mockaitis
And is it possible that we operate from some models that we’re not even aware of?

Roger Martin
In fact, we do that all the time. Let’s say you’re a CEO and you kind of walk into a retailer that sells your product, you don’t like how it’s merchandised, let’s say you’re a fashion line.

Pete Mockaitis
I’m fashionable. Okay, I’m with you.

Roger Martin
Yeah, exactly. Like you, Pete. And you go to the people who are running the store and say, “You, people aren’t following the corporate guidelines on this. I’m outraged, dah, dah, dah.” That’s a model. It’s a model that says it’s their fault, not yours. Your instructions weren’t confusing. Or, your way of merchandising actually doesn’t sell stuff. It’s, “You’re morons,” or you’re not so much morons, “You’re insubordinate,” in some way, “in not following it.” Your model is you have to observe when people are being insubordinate and not following instructions, and chastise them for doing so, and that will improve things.

Pete Mockaitis
And that we know best in terms of the optimal approach for merchandising versus that you may be in a surprise, like, “We tried your way but this way is 30% better, so we’re going that way.”

Roger Martin
Absolutely. Absolutely. And that executive probably wouldn’t have articulated that in the corporate jet on the way to visit the retail outlet, “My model is to make sure they’re obeying and to chastise them if they’re not.” But, in fact, that’s what naturally flows because, in fact, that is his or her, probably his, managerial model.

Pete Mockaitis
Okay. Well, so you say that folks have a tendency to double down under existing models even if they’re not working. What’s behind that?

Roger Martin
It just seems to be, Pete, a human tendency from what I can tell, which is we like to have models because, otherwise, you have to think about everything from first principles. So, you have a way of doing things, so there’s affinity with the idea of a model. And then there’s sort of social adoption. So, if everybody else is doing it, if everybody else is doing stock-based compensation, and there are stock-based compensation consultants who come and tell you how to do it, and the board gets evaluated on the basis of whether it’s got stock-based compensation, all that stuff.

If that becomes the standard, it’s easiest, that’s because we’re sort of social human beings to say, “Having a model is better than thinking from first principles and I might as well adopt the model that’s the one that’s being used most because that’s probably a good idea.” And so, you’re a plumber in ancient Rome, and all the other plumbers are saying, “This great material, lead, is really malleable and makes for good water pipes and so let’s do that, too.” And because, boy, it seems to work, ten years later all the people die from lead poisoning, but at the time it seemed like a good idea.

So, I think those two things cause people to feel a certain level of concern, anxiousness, outright fear when they have to do something other than the existing model.

Pete Mockaitis
What you’re saying there is in contrast to first principles really resonates. I’m thinking about when I was just getting my start, I’m thinking, “Okay, you don’t want to do the speaker-author, guru biz in terms of, ‘Oh, yeah, you got to have Twitter, you got to have a blog.’ Okay, so this is what I do.” And I didn’t really find those to be especially effective tools, versus reasoning it from first principles would suggest, “Okay. Well, fundamentally, what is my offer?”

“How is it distinctive from alternatives and competitives available? Who is my customer? What do they want? What are their preferences? How can I make my prospective customers aware?” And so, that is a whole lot more work than, “Oh, you got to have a Twitter, you got to have a blog.”

Roger Martin
No, no, exactly.

Pete Mockaitis
But it would’ve served me better.

Roger Martin
And that, if I can go on that, that makes for a very interesting case. What I’d say is you took something that maybe would’ve been a model that a consumer package goods company would utilize and ported it over to another domain rather than accepting the domain’s kind of model. And that I find is kind of interesting.

A similar story, as you may know, I was dean of a business school for 15 years, and that was my first academic. I was never dean before. And all the development people, the fundraising people came to me, and said, “Well, this is how you do it. Get a list made of all the rich people in the country, and rich graduates, and then you go ask them for money.”

Pete Mockaitis
Okay, “This is your job now.”

Roger Martin
And I was thinking, “Okay, like I know a lot of rich people, and let’s just put me in their shoes and say, ‘How appealing would that be to me?’ So, you’re going to come and see me because I’m rich, no other reason other than that, and because, apparently, I should want to give you money. All you have to do is ask and I’ll give it to you.”

And so, I said, “I guess you could do that but it doesn’t seem like a good idea. How about this as an idea? I find people who have means and have something that they’re really interested in that the school is also interested in, and let’s get them involved in that because they care about it and they want to be involved in that. And, in due course, they will say to us, ‘Can we support this cause in a greater way?’”

And all the fundraising people said, “Well, what does this guy know about fundraising? This guy is crazy.” Well, on the basis of that, we got the University of Toronto, which is a big gigantic university, have been running forever. University of Toronto is only a six-figure unsolicited gift ever, where it was not asked for. Its first seven-figure unsolicited gift and its first eight-figure unsolicited gift. Literally, one guy, he was into real estate and got involved…who didn’t think there was nearly enough good real estate courses producing the people, and Toronto is a big real estate town, producing the real estate folks. I said, “I agree. We need to serve the community. Would you be willing to teach a course if we got you the appropriate help?”

He did. He loved it. Students loved him. He started hiring all sorts of students from it. We hired other real estate professors. We got to a point where we were one of the best two or three business schools for real estate in North America. We then built a new building. And he came to me and said, “You probably need somebody to give you the cornerstone gift for this, the building, right?” I said, “Yeah.” And he said, “Here’s eight figures.”

So, that was a different model, a completely different model than the dominant model because, in that case, I wasn’t even prepared to sort of spend my time on the dominant model because it just seemed silly to me. But you’re right, that requires thinking from first principles, which is not as straightforward. And if my approach had failed miserably, rather than succeeded, they would’ve said, “Yeah, he is a nut.”

Pete Mockaitis
Well, I think there’s one reason right there, is it’s riskier to do something novel and different. And I’m thinking the old saw, “No one ever got fired for buying IBM.” Like, “Yeah, that’s the thing. Yup, IBM, they make the business machines, that’s their name so buy them from there.” And so, I guess that’s one reason why folks might double down.

Roger Martin
It’s a perfect metaphor, “Nobody got fired, nobody ever got fired for using the dominant prevalent model of the day.” Full stop. So, absolutely. And that’s why I’m not saying to people in the book, “Whatever the dominant model is,” I don’t say reject it.

I say, “I could understand you trying it but just make sure you kind of write down, ‘What I expect to happen when I try this model,’ and then check what actually happened. And if there’s a big negative delta there, then here’s what I’d encourage you to do. Don’t just keep doing it because everybody else is doing it. That might be the time for you to think about, ‘Is there another way to think about it?’”

So, if the dominant model is working, keep doing it, is my view. It’s just when it doesn’t work.

Pete Mockaitis
Okay. Well, I was about to ask, how do we know if something isn’t working anymore? Are there any indicators or telltale signs it’s time to shift away? It sounds like one master key is simply write down in advance what you’re hoping the thing will do, and then check later, “Did it do the thing?”

Roger Martin
Yes. And that may sound kind of trivial but it doesn’t happy very often, Pete. And that leads to sort of…there are a bunch of human dynamics problems that you have to take into account. One human dynamic problem is human beings have an infinite capacity for expose rationalizing.

Pete Mockaitis
Oh, yeah.

Roger Martin
Right? You can expose rationalize anything. And we know this in a sad, sad, sad sort of way from war crimes trials, where often somebody is on the stand and who’s committed just a horrible, terrible crime that they know is horrible and terrible, but they rationalize it in saying, “Well, I had no choice.” So, you can rationalize anything.

And so, you have to help the mind not rationalize. And the only way I believe you can do that is by writing things out because, otherwise, if you say, “Oh, well, we’re going to build a new factory. And with that new factory, it’s going to cost $100 million but we’re going to increase sales by 50% within five years, and that will pay for the factory and a good return on our $100 million investment.”

If you don’t write that down, five years from now when sales are up 35%, you’re going to say, “Yeah, exactly. This is exactly what we said, sales increased 35%,” and you would never ask the question, “Hey, what didn’t go the way we thought that made it 35 rather than 50, which actually made it a return that’s below our cost of capital, not above our cost of capital?” You wouldn’t do that because it’s sort of lost in the mind’s mist of time what you actually thought your model was going to deliver for you.

So, I want you to write it down so that when it happens, you can compare what’s happened to that. And that will give you the information you need, “Did it perform the way I wanted it to perform, that I assumed it would perform when I used it?”

Pete Mockaitis
Okay. Very good. Is that sort of like the master key or any other key questions or things to do there?

Roger Martin
That’s the master key.

Pete Mockaitis
Okay. Got you. Well, so could you maybe tie this together for us with a story of someone who they had an outdated model, and then they made a shift to a new way of thinking and got some cool results?

Roger Martin
Sure. So, I could talk about customer loyalty. So, the dominant model is that the most important factor for you in kind of being profitable is having high customer loyalty. And what that is, customer loyalty, is a conscious act. So, that would be, I don’t know, what toothpaste do you use, Pete?

Pete Mockaitis
Colgate Total, paste not gel. Thanks for asking.

Roger Martin
Perfect. Colgate Total paste. And so, it’s worked for you in the past, and so you are consciously driven to show loyalty to that brand when you go to the toothpaste aisle. You sort of consciously say, “Hey, I’m loyal to that. It’s worked well. I will do that.” It turns out that all the behavioral science, all that research is telling us that, actually, the much stronger driver of that habit is unconscious.

Pete Mockaitis
Okay. You’re right.

Roger Martin
It’s actually your unconscious. So, literally, the way the mind works for you, since you’re a Total Colgate paste, if your hand reaches for Total Colgate, or Colgate Total gel, your subconscious starts yelling at you, saying, “What the hell are you doing? The paste. Paste works. Paste is most comfortable. Paste is most familiar. You’re asking me to do something new. I’m worried. I’m nervous.” So, it’s actually an unconscious driver. And Lord forbid that you reach for Pepsodent or something else, then you’ve gone completely off the rocker, “Oh, my God, cats and dogs sleeping together.” It’s going to be horrible.

So, it turns out, the subconscious loves comfort and familiarity more than anything. So, what you want to make sure that you’re kind of not messing with is habit. And so, one thing that companies can’t help doing is refreshing and redesigning. And it turns out that colors and shapes are really important visual cues before you actually can read the lettering on most things. And that would be the case in Amazon when you see the little chicklet there. We first see colors and shapes. And so, when you change the color of something, or change the name of something to, it’s a huge negative for habit.

And so, Procter & Gamble, Tide, unbelievably profitable and venerable brand, have been around for 70 plus years. And what it turns out is that people have a Tide habit more than they are loyal to Tide. And so, when Tide, 40, 50 years ago, when the transition was starting to be made from powdered detergents to liquids, the first liquids came into being, Procter & Gamble said, “Okay, Tide is the dominant detergent, the largest market share, but people see that as a powdered detergent. And so, to make sure we do best in the now nascent liquid detergent business, what we need to do is have a brand-new brand new, it’s called Era, and that will be our liquid and Tide will be our powder.”

The Era launch was an unmitigated disaster. It never got any traction, anything. And then some bright person at Procter & Gamble said, “Hmm, what if we launched Tide liquid? And why don’t we put it in an orange bottle with the same logo, the bullseye logo kind of on it, and call it Tide, and put a little Tide Liquid beneath it?” Blammo, it quickly became the dominant liquid detergent brand and has been ever since. Why? Because people had a Tide habit, and they had a habit of buying the laundry detergent that was in orange with a bullseye on it, with four letters on it, Tide.

Then, as time went on, Tide did smart things like when they figured out how to put bleach in the Tide itself, in the detergent itself, so you didn’t have to have a separate bottle. They had learned their lesson. And guess what they called it?

Pete Mockaitis
Tide with bleach.

Roger Martin
Yes, that’s very good.

Pete Mockaitis
And then a Tide Pod.

Roger Martin
And a Tide Pod. But, every once in a while, they forget. And so, when they came out with the innovation of how to have a Tide, a detergent wash as well in cold water as in warm water, forgetting the lessons that they learned, they said, “You know, orange is a warm color, perfect for Tide. But cold, we need a cool color for that.” And so, they came up with a cold-water Tide, in what? Blue bottles. Guess how that went?

Pete Mockaitis
Not well.

Roger Martin
Not well. Disastrously bad. What was their incredibly insightful fix for that?

Pete Mockaitis
Go back to the old color.

Roger Martin
Put it in orange bottles, then it became the dominant cold-water detergent. So, that would be an example of a company that began to really understand at a deep level the power of habit over loyalty. Does loyalty matter? Yes, it for sure does. Having a warm feeling, a conscious feeling about it is good. But if you interrupt habit, and interrupt the subconscious, it overwhelms loyalty. Like, think about it, it’s amazing, at least to me. When you think about it, everybody who loved Tide, when you come up with Tide in cold water, which is an added feature that should make your Tide better, it flops because it’s in blue bottles? Holy smokes.

So, the dominant model tends to be, with marketers, “Oh, we have to refresh. Our logo is looking dated. We have to have a new logo. We have to have a new modern color scheme. Maybe we’ll even change the name of it.” All of that stuff is bad, bad, bad, bad, bad but it’s done all the time.

Pete Mockaitis
Well, I guess, in terms of if habit is driving your beautiful market share position, then, certainly. I guess if you’re an upstart and there’s not very many people who’ve got the habits, and your colors and shapes aren’t nailing it amongst the consumers, well, then sure, have at it. But, yeah, I could see how it’s costly to shift there.

Roger Martin
And can I give an example on that, Pete, because it’s good? Myspace versus Facebook. Myspace, of course, was the dominant first kind of social media site, and, actually, in its peak year had more traffic than any other site of any sort, Google, anything. But if you look at the history of Myspace, Myspace kept, from day one, completely changing its look and feel so that there was no consistency, no consistency in the way things were presented, new features that were put on it. It was referred to in the press as a dizzying array.

Think then about Facebook. Like, it has utterly consistent look and feel from the word go, even when they made their painful transition where there was the only real dip in Facebook’s history was when they made the transition to mobile. Mobile looked just like look, feel, everything. Facebook understands habit. Myspace didn’t. Myspace is gone. Facebook is worth a trillion. It is so important. If you’re a startup, you must establish a look and feel.

Netflix did a good job of that. They changed their underlying product entirely but they kept as many other things consistent as possible that helped people kind of feel comfortable. And, again, it’s an issue of you feeling comfortable and familiar, not being upset. And for what it’s worth, this relates directly to RTO, return to office, because, in essence, you could argue that COVID was the greatest force habit break since at least World War II and maybe the Great Depression, where lots of habits just had to be broken.

And one habit that was broken was, people like you and me, and tens of millions of others, waking up every morning, getting in the car, or getting on public transit, and commuting to an office, and working all day in an office, and then commuting back at night. That was the habit. And this was a habit that had a bunch of negatives to it, especially if you lived in the greater New York area, greater Chicago area, greater L.A. area, it would be a painful long commute, but it became the ingrained habit. It was just you did it unthinkingly.

And then what happened was a force majeure break of that habit. You couldn’t blame your company on the habit being broken. It was the government saying, “You must do this.” And so, you had to adopt a new habit, which was painful. For many people, they said, “Oh, my God. Kind of working from home, I had a setup, I had to seize the guest bedroom, or seize the sun porch, or the kid’s basement play area, and turn it into my kind of Zoom office, instead of I couldn’t talk face to face with my managers and my employees, and, dah, dah, dah.”

But what happened after probably six months? It was your habit. It was like, “Oh, roll out of bed, make your coffee, go to the guest room, sit in front of my computer and do Zoom calls.” So, that became the new habit. So, that was first called working remotely and then became the new habit. Then, two years on, companies say, “You must return to office.”

They thought of it, these companies thought and still think of it as getting back to where we were, going back to what is standard, you being at the office. That is not, at all, what the subconscious thinks. The subconscious says, “Oh, my God, they’re making me do a brand-new thing. They want me to work remotely.” The office is the new remotely, and can you see, what happens with the habit?

The way to think about habit is that whatever you’re doing, your habit, so for you it’s Colgate Total paste, that’s your habit, and the alternatives are Crest and Pepsodent and Colgate Total gel, which apparently is abhorrent to you. And so, every time you have a purchase occasion, there’s a race and it’s a hundred-yard dash, and Crest and Pepsodent and Colgate Total gel are at the starting line, and Colgate Total paste is on the 90-yard line. And the gun goes off, and guess who wins?

If, for some reason, Colgate were to say, “You know, we’re totally tired of that Total name. We’re going to call it Colgate Fantastimo, and we’re going to change the paste. That paste is dull and old. And we’re going to make it sort of something that’s a combination of paste and gel, like in a twirl.” What they’ve done for Pete is moved the thing he automatically bought from the 90-yard line to the zero-yard line along with all the other alternatives. And you’ll win some of them because it’s a fair race at that point, but it goes from being a profoundly unfair race in your favor, if you’re Colgate, to a fair race. That’s what’s happening with the return to work.

Your job, which you had comfort and familiarity going for, that was Zooming from home and not doing the commute, that was on the 90-yard line, just got back put back to the zero-yard line, to be compared with, “I’m going to quit for a year. I’m going to find a new job out here in the burbs, or I’m going to change to a company that continues to allow people to work from home.” And so, it’s just massively destructive for the companies asking you to return to work.

And they think it’s disloyalty, “Pete is not loyal enough to come back to the office.” No, it’s habit. It’s Pete just has this visceral thing that he can’t necessarily even understand fully that says, “You know, Pete, it’s time to think about doing something else.” So, this misunderstanding, loyalty versus habit, is going to cause big American employers who are asking you to come back to the office massive turnover. The stats are 67% of people who are being asked to go back to work are considering alternatives.

Pete Mockaitis
Yeah, that’s a great metaphor with the race and having a huge head start because it’s like, “Huh. Okay, so I have to do something different. Do I want to do that? Well, let’s look at all the options.”

Roger Martin
Yeah, exactly.

Pete Mockaitis
As opposed to, “Just keep doing what you’re doing, and don’t ask any of those difficult questions, employee, and don’t just rock the boat.” Okay.

Roger Martin
And I can give a personal example. So, I’m a big of a sportsaholic, and I had a go-to sports app. It was CBSSports.com. I don’t even know why I started using it but it was the one I went to. And I put up with CBSSports.com IT people deciding that they would do refreshes and updates to make the site better and work better and everything. But then they came up with a total redo that they were exceedingly proud of. They sent me messages about, “Hey, get ready for the brand-new site. This is going to be awesome. The navigation, everything, was completely different. The look and feel, completely different.”

And after it being, I don’t know, seven-year a constant user of it, I just said, “Oh, okay. Now is the time to test out all the sports sites and see which I like best.” And now, on the first page of my iPhone is ESPN.com, and CBSSports.com has lost me, not forever. They’ve lost me until such time as ESPN screws up in the same way as CBS Sports did.

For the subconscious, possession is way more than nine-tenths of the law. I am an ESPN.com sports app guy now. And that game is over, it’s on the 99th yard line.

Pete Mockaitis
Okay. Well, rest in peace. You’ve got a chapter I find intriguing when it comes to strategy. You say, “In strategy, what counts is what would have to be true, not what is true.” And that is one of my favorite things to teach, so I want to hear you take the floor. What do you mean by this question, “What would have to be true?” How do we apply that when we are doing decision-making effectively?

Roger Martin
Yeah, most of strategy is about analyzing, doing analyses to come up with your strategy, a very analytical exercise, and most people who are going to strategy are kind of analytically inclined. Kind of the problem is, by analyzing what is, you’re never going to find out what might be. You’re never going to create the future, lead the future.

And so, rather than focusing on that, “What is true?” which will direct you towards what is and focus your mind on what is, if you ask the question instead, “What would have to be true?” you can imagine possibilities. You can say, “Here, I’m going to imagine we do this rather than what we’re doing now.” Now, if you just do imagination, you’ll come up with all sorts of crazy things that are just dumb ideas. But if you say, “What I’m going to do is ask, ‘What would have to be true about the industry? What would have to be true about the customers? What would have to be true if there’s a distribution channel, about our capabilities, about our costs, about competitors, for that to be a great idea?’”

Then you can create a logic structure that says, “If those things were true, that would be a great idea.” Then you can imagine another possibility, and say, “What would have to be true for that one? Well, if these other set of things were true, that would be a great idea.” You can do another one, A, B, C, you’ve got a third one, “What would have to be true for that?” Then you can ask the question, “Of those things that would have to be true, which are we least confident are true?”

And then we can focus our efforts on saying, “Well, if those things would be necessary for this to be a good idea, but aren’t true today,” sort of like we’re Steve Jobs, and it’s like, “Here’s an idea. Why don’t we sell people an MP3 player that is three times the cost of price of the best MP3 player out there? We’re going to make it white and have a wheel on it. How about that for an idea?” What would have to be true is people want to kind of throw money away, like they get three times X for an MP3 player with no greater capability than anybody else’s new technology anymore.

What would have to be true though would be, “This would be of greater use because they would be able to more seamlessly download songs in a more user-friendly way onto that machine. They can’t now. But how about we do this? How about we go to all the record companies and arm-twist them into selling single songs for 99 cents rather than an album, and we’ll put it on a site called iTunes and make it super easy for them to pay and super easy for them to download?”

So, he asked, “What would have to be true?” You’d have to have something special, then you go and figure out, “Can you make it true?” You figure out that you can, then you go do it. And, sure enough, you start selling the dominant market share of MP3 players, expanding the MP3 player market dramatically, and doing it at 3X the price.

That’s the power of saying not what is true but, “What would have to be true? And can we make it true?” And by asking, “What would have to be true for it?” you can focus your efforts on the few things that aren’t true now that you’d have to make true to create a great strategy. So, that’s why, “What would have to be true?” is way more powerful than “What is true?”

Pete Mockaitis
I dig that. That’s fun in a creative invention, being ahead of the game, sort of a way. I’ve often asked myself this question just in terms of, “What would have to be true for this option to be worth picking?” and then sort of list those out, and say, “Okay. And then how can I test that?” And it’s amazing how you can figure out things to do and not to do.

One time I was trying to promote a book and I saw this publication that was distributed to a bunch of producers for radio and TV shows, and it was kind of expensive to be included in this, but I thought, “Okay. Well, this would be really cool if I got on a few shows, get the word out. This is probably a worthwhile investment.”

It wasn’t, I regret spending that money. But then, months later, someone called me and said, “Hey, Pete, I noticed that you were advertised in this publication. How did that go for you? Was it worth it?” I was like, “Wow, if I had followed my own sort of teachings, I would’ve done exactly what you did. What would have to be true? It’d get you a lot of bookings and sell a lot of books. How can you test that? Call some people who bought it and see if it worked out that way for them.”

Roger Martin
Exactly.

Pete Mockaitis
Of course.

Roger Martin
Yeah. And then this is what we did with the re-launch of Olay, creating this sort of masstige positioning of it, where you had a prestige, like a Nordstrom’s first floor or Macy’s, whatever, experience in your Walgreens or your Target. And it wasn’t true that there was such an experience, nor was it true that retailers would say, “Yes, that’s a great idea.” But we went to Target, did an arrangement with Target where we helped fund a transformation of some stores to test out the idea. The product flew, I mean, flew off the shelves in the test, and then the rest is history.

Target said, “How fast can we do all the rest of the stores?” and then everybody else said, “Why are you, bad people, just doing something with Target and not with us?” And we said, “Well, because they said they would do it. Are you saying you’ll do it?” “Yes.” And, blammo, it turns the seventh-, eighth-place skincare product into the number one skincare brand on the face of the planet massively profitable. But it was asking, “What would have to be true?” and then figuring out a way to test that.

You’re not going to test it by launching a product nationally everywhere where you don’t have the experience. You work and spend some money. You spend some money and time with Target to figure out if you could make it true. Would it succeed?

Pete Mockaitis
Oh, beautiful. Well, Roger, tell me, anything else you want to put out there before we hear about some of your favorite things?

Roger Martin
No, I think you’ve done a really nice job of talking us through the core essence of the book, so, no thank you.

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

Roger Martin
I guess I would go all the way back to JFK, “Ask not what your country can do for you. Ask what you can do for your country,” because it is consistent with the advice that I give all my students and proteges, “I follow the doctrine of relentless utility. If you’re just relentlessly useful, good things will happen.”

Pete Mockaitis
All right. And could you share a particular favorite study or experiment or a piece of research?

Roger Martin
The favorite piece of research that I ever did in my entire career was in ’89 when I convinced somebody at Procter & Gamble to do a study that they didn’t want but that I knew there was something we would find.

The question was, “How should Procter & Gamble think about its customers?” Now, they consider you, Pete, although you don’t buy Crest, they consider you a consumer, and they consider Walmart, Walgreens, etc. customers. And at that point, they said, “Well, we’ve got mass merchers like Walmart and Target, drugstores like CBS and Walgreens, and supermarkets like Ralph’s, Kroger’s, Whiteman’s, etc. and we’ve got C stores.” And it just struck me that that wasn’t the right way to think about it.

And so, I just started looking at their top hundred customers, and trying to figure out whether there’d be a better way to think about it. And one day, it struck me that maybe a better way to think about it is, “What is the merchandising philosophy of the customer base?” because what was emerging then, because Walmart was still very small then but growing quickly, was this notion of EDLP, every day low pricing. And Walmart, and a bunch of other chains were doing EDLP, and everybody else was what was called high-low. They have things that are high price most of the time, and then have it on deals for part of the year.

And the entire CPG industry was set up, including Procter, was set up to support high-low.

The idea at P&G at the time was, “These high-low people are more like us, like Whiteman’s and Ralph’s, they’re differentiated. And these EDLP guys, like Walmart and Foodline and a few others at the time, they’re sort of these big brick warehouses and cinder block kind of warehouse look and places, and they’re down and dirty. And so, they’re not really like us.”

So, anyway, did the study and looked at those two segments, and came to the relatively stunning conclusion for Procter & Gamble, that the same store sales growth in high-low, all of their high-low customers together, the same store sales growth of their customers was zero. The same store sales growth in EDLP was 7% a year, compound. The growth in stores in high-low was net zero, and it was 7% compound annual for EDLP.

And then what I discovered was our market share, cutting category, I just added them all up, our market share in EDLP was higher than our market share in high-low.

And on the basis of that, and probably other stuff, Procter & Gamble was the first CPG company to flip and orient all of their systems to serve EDLP, and that got them a jump in their north American sales growth in the ‘90s, which was, especially the first half. It was phenomenal because, while everybody else was sticking with their sort of high-low focus, they were EDLP, and that’s when they created the Walmart team that put a whole bunch of people that enabled to kind of work closely with them.

So, that’s my favorite piece of analysis I ever did because it helped transform the way Procter thought about its customers in a way that it almost benefitted them for a while. Now, everybody else figured it out in due course. They had to move on to what the next thing that’s going to move the needle but I always liked that and I liked it because it was so hard to convince anybody there to let me do the study.

Pete Mockaitis
All right. Thank you. And a favorite book?

Roger Martin
They’re sort of nerdly but probably John Dewey’s Art as Experience. That was life changing for me. If you’re less nerdly, Lord of the Flies, my favorite fiction book, William Golding. And the best I’ve read recently, though it’s an old book that just came to my attention recently was the Social Limits to Growth by a guy named Fred Hirsch. Fantastic book.

Pete Mockaitis
All right. And how about a favorite tool, something you use to be awesome at your job?

Roger Martin
I guess it’s my relatively new MacBook Pro 13 inch.

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

Roger Martin
To my website. All my writing is organized on that, and that’s www.RogerLMartin.com. And you got put the L in or it’ll take you to a real estate broker in Houston, who’s very nice. Roger Martin is a very nice guy. He sends me all sorts of emails that come his way. I send him my books. He likes my books and reads them, and so we have a good friendship but it is strained by the number of people who forget the L. So, RogerLMartin.com or @RogerLMartin is my Twitter handle.

And I write a, web is increasingly popular, weekly piece on Medium, if you’re a Medium person, called Playing to Win Practitioner Insights series, 89-long, 90th the coming Monday. So, those would be the places to find me.

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

Roger Martin
Yeah, relentless utility. Think first about, “Am I being useful? Can I say from other people’s perspective I am providing utility?” And if you do that, good things will happen to you. Don’t sweat anything else. Just be relentlessly useful.

Pete Mockaitis
All right. Roger, thank you. it’s been a treat. I wish you much fun and interesting new ways to think.

Roger Martin
Terrific. Thanks for having me.

787: How to Consistently Perform at Your Peak with Dr. Haley Perlus

By | Podcasts | One Comment

 

 

Dr. Haley Perlus shares everyday tactics to help you achieve consistent peak performance.

You’ll Learn:

  1. How just three words can transform your day
  2. How to increase your attention span
  3. The simple secret to feeling more energized

About Haley

Dr. Haley Perlus knows what it takes to overcome barriers and achieve peak performance. As an elite alpine ski racer, she competed and trained with the best in the world, pushing herself to the limits time and time again. Now, with a PhD in sport psychology, Haley continues to push boundaries and drive peak performance, helping athletes and Fortune 100 executives reach their goals.

Dr. Perlus is a highly sought-after keynote speaker, professor, author and consultant to Division I athletes. She is an adjunct professor at the University of Colorado lecturing on applied sport and exercise psychology at the graduate level. She has authored several books including The Ultimate Achievement Journal and The Inside Drive and her articles have been featured in publications such as Thrive Magazine, Fitness Magazine, IDEA Fitness Journal, EpicTimes, Telluride Inside, MyVega and BeachBody®.

Resources Mentioned

Dr. Haley Perlus Interview Transcript

Pete Mockaitis
Haley, welcome to How to be Awesome at Your Job.

Haley Perlus
Thank you, Pete. Thanks for having me.

Pete Mockaitis
Well, I’m so excited to dig into your wisdom. And I’m intrigued, you’ve got a number of impressive credentials: Ph.D. in Sports Psychology, Elite Alpine Ski racer, and also licensed bartender. What is the story? Do these all three fit together some way? Or, where does the bartending fit in?

Haley Perlus
Well, if the first two don’t succeed, then certainly it’s a shot, right?

Pete Mockaitis
Good mental health advice right off the bat.

Haley Perlus
If we’re doomed, there’s always tequila then we’ll get back at it tomorrow. I’m just joking. I’m just joking. But people find that interesting because it’s one thing that people don’t know about me. However, my mother, my proud mother, has my bartending certificate framed above the bar in her house. It’s an interesting conversation piece.

Pete Mockaitis
Well, that is sweet. Well, I’m curious, do you have any quick mixological tips for non-licensed bartenders? If we would just like our cocktails to be a little bit more impressive, what should we do?

Haley Perlus
The funny thing is I don’t even really drink, so I let everybody else go ahead and loosen up and I just observe. Clean. Everything can be clean. Remove all the sugar and just go for the good stuff.

Pete Mockaitis
Okay. We’ve got it. All right. Well, now let’s talk about peak performance stuff. Maybe, to kick it off, you could orient us. How do you think about peak performance, particularly in a professional context? Like, what does this phrase mean to you? Or, do you have like have a framework that you use to understand this stuff?

Haley Perlus
I do. And peak performance, sometimes, I think, actually veers us off track because when we’re looking for peak performance or peak experiences, we want to do it often. We don’t want to just peak and then come go back down. So, I really think about it as consistent, “How can I get the most consistent high performance?” which then is a peak performer. Often, we’re searching for that peak, our best performance but I want us to have our best performance as often as we possibly can, not just one time, consistent. Consistently being our best.

Pete Mockaitis
I hear because peak sort of implies it goes up and then it goes down, and then I have a little point at the top. It’s the peak. And so, consistent, I guess this chart might look like we have ever-rising peaks, if you will, and we’re getting better and better.

Haley Perlus
I love that. Let’s go with that, yes. We can’t always be perfect.  There will be ups and downs but we’re searching for more consistency.

Pete Mockaitis
All right. Well, so tell us, you’ve been studying this stuff for a long time, any particularly surprising or fascinating insights that you’ve discovered along the way?

Haley Perlus
Yeah, that’s interesting, Pete, when you did talk about to my bartending, when you asked me for one recipe, and I just said keep it clean, eliminate the sugar and just go for the good stuff. That’s really what I try to do in my practice. Remove all the fluff, all the extra thinking. We want to think less but more strategically.

Pete Mockaitis
Okay. I like that.

Haley Perlus
We want to really go for the meat. When we have direction, when we have focus, we are more inclined to take action and follow through.

Pete Mockaitis
Alrighty. And so then, let’s talk about getting that focus, that clarity, that strategy going. Do you have any key questions or prompts you use to really zero in on that good stuff?

Haley Perlus
I do. And just this morning, I was training about five people, all managers and leaders in their various professions, and we started with narrowing it down to three words that would best describe them as their best self, so when they’re the most energized, most focused, feeling all the good things, they know who and what matters most to them. What three words would they use to best describe them because that then becomes their daily purpose, or at least a daily representation of their purpose, but three gives them direction, gives them focus, and then they’re more inclined to take action.

Pete Mockaitis
Okay. So, it’s three and not thirty, that’s certainly focusing. Well, can you give us some examples of three words, best self.

Haley Perlus
So, for me, I’ll tell you and then I can share with you why it’s the number three, and it’s not mine. It’s actually in The Psychology of Persuasion, where I learned it.

Pete Mockaitis
Oh, Cialdini?

Haley Perlus
Yeah, absolutely. There you go.

Pete Mockaitis
Oh, we had him as a guest. He’s awesome. He’s awesome.

Haley Perlus
And I love how he shares the number three. More is confusing, except with the tasting of gelato because then you want to have more experiences, the more flavors the better, and the color of our tennis shoes. But then he says everything else, we really want to narrow it down to three so that we can focus and have direction. Anything else, we get overwhelmed and confused.

Pete Mockaitis
Okay. Got it.

Haley Perlus
But my three, for myself, I use the word bright, like I have this big sunshine of my mind, body, and spirit. What the sun gives the earth is what my brightness gives me. I’m curious as opposed to judgmental. So, I’m curious, I want to learn, I want to understand, I ask questions even though I may not like the answers, and I actively listen to you and to also what my body and my mind are telling me.

And so, each and every day that is my purpose, that’s my goal, that’s my intention. I also want to be kind. I also want to be generous. I also want to be empathetic. But if I try to be everything, I’ll be nothing. So, if I focus on those three, that will allow me to take action and I also will be so much more than just those three, but those three gives me purpose, gives me focus.

Pete Mockaitis
And is the idea that these three are pretty persistent as opposed to a shifting daily intention, like, “This is the best self and it’s what I’m going for day after day”?

Haley Perlus
I believe so. I’ve been playing around with it for myself for years, and it is rather consistent for me. For people who are just starting to figure out their best three words, sometimes you can play around, trial and error, you let it marinate for a little bit before you find it. But I do believe that when we do enough trial and error and self-awareness, we do land on three.

And then there’s a cool factor in this. It’s not just having your direction every day you wake up and you want to be these three things so that you can be your best self, it’s also catching yourself when you start to lose one of those words. So, when I’m not energized, when I’m not resilient to the first stressor of my day, for example, I immediately lose my curiosity. Hands down, it is the first word that goes.

So, as soon as I can catch myself no longer being curious, which usually means I’m judging someone or something, I can stop and reset instead of letting my entire best self get lost or sinking further and further into what I call my own quicksand of misery. I can stop and do something.

Pete Mockaitis
Oh, that’s a turn of a phrase. Quicksand of misery. Yeah, I hear what you’re saying in terms of like that spiral or that inertia. I guess folks might say, colloquially, “Whoa, I woke up on the wrong side of the bed,” or, “I just noticed something that maybe I’m being judgmental. I see something that’s not right as it should be,” and then my brain starts thinking, “What’s wrong with people? Why are we doing it this way? Like, this doesn’t make any sense whatsoever. It’s so inconsiderate.”

And so then, it’s like I’m primed to notice other stuff that’s jacked up and messed up, and rail about that inside my head, so that’s no fun. So, when you do catch yourself, you notice, “Oh, I’m doing that thing,” but then what? What do you do about it?

Haley Perlus
There’s a couple of things but this is where we’re really talking now about a lot of recovery pauses. So, in life right now, and I say we, as in people in my field, we’re really trying to enforce the story of life is a sprint, no longer a marathon. What does that mean? Instead of just going, going, going, and if you start to not feel great, or start to be judgmental, “I don’t have time to reset. I just got to keep going.” No, it’s now a sprint. You stress and then you recover.

So, when I find myself losing my best self, I stop and I take a recovery pause. That might be one minute, it might be five minutes, ten minutes. And what do I do there? I reset, usually, my emotions because we are creatures of emotion. We’re emotional creatures. So, what does that mean? Maybe I listen to music, maybe I stick my head outside and get some fresh air, maybe I do some quick deep breathing, maybe I move my body, connect with a loved one, do gratitude. Anything that allows me just to reset my emotions, which then allows to come more into more of a neutral mindset, and then I can refocus and get back my curiosity.

Pete Mockaitis
Well, I like that lineup there. And so, we’ve got a variety of options on the menu to choose from, and they’re on the quick side – one, five, ten minutes. It’s funny, I’ve been finding cold water effective for resetting emotions because it’s hard to think about much else when your head is in a bucket of ice water or a cold shower.

Haley Perlus
I was just about to say, “What does that mean?” Are you literally pouring a bucket of cold water over your head?

Pete Mockaitis
Well, I literally have a lovely piece of, I guess it’s Tupperware that I have in my office refrigerator that I will pull out and put my head into at times. So, that’s weird but I find it effective because it’s like, “Ooh.” If you’re in a funky mood, it’s hard to fixate on that, and it really does feel like a reset, it’s like, “Okay. Well, now we’re back to a neutral, chilly, energized place. Let’s reset.” I guess I got on a Wim Hof kick, which is how this all started.

Haley Perlus
Oh, there you go. Yeah, so you can do Wim Hof breathing if you don’t want to pour cold water over your head, you can follow it. But, funny enough, that’s actually…I was a ski racer and a ski coach, and even obviously sports psychologist for winter sport athletes, just one of the many sports. But we put ice cubes down our backs, our necks, and, again, just a wakeup call, just to get refreshed and renew some energy which it will allow us to then stop for a moment, rethink, reset to be our best self.

Pete Mockaitis
I like that a lot. And I want to go into some depth on some of these options. So, gratitude has come up a few times on the show. There’s a variety of ways to do it. How do you find is an effective means of gratitude that provides a reset?

Haley Perlus
Well, in moments where we need reset, in moments where we’ve lost our best self, usually we’re overwhelmed or frustrated, we’re feeling anxiety, and we don’t think we’re doing a good-enough job, or at least somebody else isn’t but we can only control ourselves. So, I like these two questions, “What have I already achieved today?”

Pete Mockaitis
Oh, I like it.

Haley Perlus
And, “What do I get to do next?” So, for example, “What have I already achieved today?” is very different than what I haven’t yet achieved, which is where I think most of us go, “I still have to do this. I haven’t done this. I wasn’t good enough at this. I didn’t have enough time for this.” But when you think about what you have achieved, it automatically puts you more in a pleasant emotional space, and patting yourself on your back increases some concentration, some focus and motivation.

“What do I get to do next?” is very different than the normal “What do I have to do next?” We’re always thinking about, “What email I have to respond to” “What call I have to get on” “What do I have to do?” “Who do I have to answer to?” That creates maybe some negativity, “Who do I get to support? How do I get to be challenged? What do I get to learn? What email do I get to be included on even though there’s 500 today?” Just the word “get,” a simple word choice changes our emotional experience, allows us to be a little bit more engaged in that next activity.

Pete Mockaitis
Well, I like that so much and I’m reminded of I was listening to Bryan Cranston’s autobiography, and he said something really stuck with him. He’s on a set of a TV show and people are kind of grumbling about the early days, early mornings, late hours. And this guy on the set, who was like a much bigger star than him at the time, said simply, “Well, beats digging ditches,” in terms of like, “Yeah, this is a job and it’s hard sometimes but, relative to the alternatives, that’s something we get to do, which is pretty cool.”

Haley Perlus
Always could be worse. I guess you could go there, yes.

Pete Mockaitis
And that’s a really great question that focuses your brain into a positive direction. And I’m thinking something I’ve been wrestling with here with regard to, “Oh, emotions provide information and they’re useful, and we should, ideally,” so I’m told and I think I’ve reaped some value here, “be curious and explore them and say, ‘Hey, what’s going on here?’” And, yet, at the same time, I find that when I do that, like if I’m in a funk, like, “Oh, what’s going on?” it’s like I’m very adept at coming up with a long list of things that are busted and I could be cranky about, and then I kind of feel worse.

And then one approach I’ve tried with some good results is I say, I ask myself, “Why might I feel amazing in five minutes?” because it’s not like I’m lying to myself, it’s like, “Why am I going to feel amazing in five minutes? You’re not. You’re still going to be tired and grumpy.” But it’s like, “Why might I?” Like, “Well, it’s quite possible that I could achieve this little thing and feel great that that’s no longer hanging over my head. It’s quite possible that, boy, I just needed a glass of water. It’s been a few hours. And that would hit the spot.”

So, I find that handy. Do you have any pro tips on engaging our emotions and/or positive refocusing questions that are super handy?

Haley Perlus
I do. I do agree that all emotions are okay. They all serve us. Being angry could drive us initially. Being angry or frustrated or fearful or worried or anxious or sad or depressed, all those unpleasant emotions, they do provide some self-awareness, they do provide polarity. I’m not a big believer in staying with them too long. I do like the non judgment. I do like the, “Hmm, okay, I’m angry.” But then I do need to get myself over to the pleasant side in order for me to do anything effectively with that anger.

If I need to communicate something to someone because that person created anger, I’m not going to be able to do that successfully staying angry, so I need to bring myself back over to one of more challenged, or something more positive, which will then allow me to be right, curious and listen. And then I can more effectively communicate why I was angry or the lesson learned. I feel like the lesson learned comes from the pleasant side.

Pete Mockaitis
Yeah, I like that distinction in terms of the unpleasant emotion can highlight something that needs attention, and yet the attending to that something is often done more effectively in a more pleasant state of mind. That’s cool.

Haley Perlus
I agree. Yeah, that’s what I think. Now, when I think about, “Is okay that I bring back some sports?” I think people get really motivated by that anxiety. Sometimes, one popular athlete, that I’m sure we’ve all heard of, that used anger in the sense of rivalry even if there wasn’t a rival, he created one, was Michael Jordan.

Pete Mockaitis
That’s right.

Haley Perlus
However, when he stepped onto that court, it was strategy, it was tactics, it was the challenge of it. The anger definitely motivated him and got those chemicals and neurotransmitters and hormones running, and his enthusiasm. I don’t know personally but I’ve done enough research and I would like to say, and I hope he would agree with me, that when he got on the court, that anger turned much more into a challenge. And that is a pleasant emotion that allows us to focus.

Pete Mockaitis
All right. Well, any other favorite refocusing questions that you pose to yourself?

Haley Perlus
Like, I said, I do like to think less but more strategically. But I actually find myself, when I’m trying to reset my emotions, is not necessarily always use my mind but to use tactics that immediately change my emotion, like music.

Pete Mockaitis
All right.

Haley Perlus
I have a theme song. It’s a cheesy one. I don’t care, I use it. But, for example, my favorite movie of all time as a kid and as an adult is Flashdance,” and there is a song in Flashdance called “What A Feeling.” I’m sure many of your listeners have heard of it or know it and they’re smiling right now or making fun, but that’s okay. But I will tell you that if I’m finding myself anxious or overwhelmed or exhausted or sad, if I turn “What A Feeling” on, if I need a little bit of an emotional reset to peace, I just remind myself of dancing around my parents’ house as innocent and free as I possibly can.

If I’m about to go climb a mountain, metaphorically, but I also do climb mountains, but whatever that mountain might be, the lyrics are, “Take your passion, make it happen, dance through life,” so my resetting is not necessarily asking myself a question. It’s directing myself to the words of another song, of a song, that allows me to direct my mind elsewhere.

Pete Mockaitis

That’s cool. And so, you’ve got your theme song. Do you have sort of a playlist or a lineup of different songs for different purposes or is it always this go-to?

Haley Perlus
This is usually my go-to, the theme song, but I do have a playlist, a Perlus playlist, and it’s quite long because in that moment, sometimes I want the genre, sometimes I want the harmony, sometimes I want the lyrics, the tempo, so it’s rather long but, yes, I do have a Perlus playlist that in that playlist, there’s always going to be some song that I can press play to navigate me to an emotion that I want to experience. It is my reset.

Pete Mockaitis
That’s good. Well, this is bringing me back to a teenage Pete Mockaitis enchanted by Tony Robbins, sharing how to shift your emotional state immediately, talking about shifting physiology and imagery, what’s you’re imagining, and dialogue, what you’re saying to yourself. And then I guess the imagery or the music would fall into that. Do you dig that framework or do you have another way you think about it in terms of levers to pull for an emotional reset?

Haley Perlus
Do you mean the imagery piece? I love the imagery piece.

Pete Mockaitis
Yeah. Or like holding your body in a certain way, or breathing, or your power moves or whatever.

Haley Perlus
Oh, absolutely. It’s so funny, I started teaching this and my brothers, I have two brothers and they make fun of me all the time because I always tell people to take their shoulders up, back and down, and smile. So, if you take your shoulders up, back and down, you’re opening up your chest, you’re letting room for air to come through, not just stop at your chest but go through your diaphragm, smiling even through all that anger and disappointment, releases certain chemicals, gets your body language set up.

In person, when I get people to stand up and take their shoulders up, back, down and smile, then they give me a standing ovation, so it’s always nice to set the room up. So, I do believe in definitely body to mind techniques, and that would be an example of one. Setting up your body to create a mental space, to create mental fitness, to create positive or pleasant emotions.

Movement, forget about standing still, moving your body is scientifically the best way to change your emotional state from an unpleasant to a pleasant, whether it’s small movements, like rolling your shoulders; whether it’s stretching, opening your front body after we’re all typing and hunched over at our computers all day; going for a walk, large movements, getting fresh air if you can, even adding to it. Blood circulates through your body, blood carries oxygen, glucose, energy. It energizes us and it makes us go from an unpleasant to pleasant.

Pete Mockaitis
I dig it. I dig it. And I’m also thinking about Dr. Andrew Huberman of the Huberman Lab’s podcast, which is fantastic, mentioned…and this is crazy. There’s good science to suggest, simply looking up can rally attention in terms of like what our eyeballs are doing and the signals that’s sending inside our brains. It is fascinating what is going on with the human body.

Haley Perlus
Straight up or to the right or to the left? Because I know we can read people depending on where they’re looking.

Pete Mockaitis
Well, as my understanding, and I might be mistaken, is you’re even tilting upward your chin and head, so it’s up. Like, you’re looking at a tall tree or a bird in the sky, and that can spark some attentiveness. And I think it’s true in my own experience. He’s got the scientific studies and papers and such underlying it. But I’ve even elevated my desk a bit more so that I’m not hunched over downward looking all day but rather there’s a little bit of a tilt up, and I think it’s made a difference, so at the very least, it’s given me a placebo benefit, which I appreciate.

Haley Perlus
Which we’ll take, too.

Pete Mockaitis
Yeah, I’ll take that.

Haley Perlus
Yeah, that hunched over, orthopedic surgeons are now talking about the pandemic posture.

Pete Mockaitis
Oh, boy. Yeah.

Haley Perlus
Yeah, that hunched over. So, yes, so stand up tall, get your chest lifted, smile, raise that emotional space. But you just reminded me of one more tip, if I can share, about resetting.

Pete Mockaitis
Oh, please.

Haley Perlus
Getting outside, especially now as we’re recording this, it’s summer. Getting outside and earthing. What does that mean? It means barefoot in the grass, hug a tree, lie down. And also, if you don’t want to hug a tree, although I do, while you’re just outside, just focus for a minute only on what you see. Then focus for a minute, or maybe 30 seconds, only on what you hear, then only on what you can smell, then only on what you feel underneath you.

And if you do feel something else in your hands or in your ears, the wind passing by, just focus on one sense at a time. And that allows you to also tune out your own stressors and tune in to the energy of the world. Nature.

Pete Mockaitis
Beautiful. Okay. Well, so nice rundown there in terms of breaks. I wanted to also get your take on our attention spans, how do we improve them and beat distraction? I guess one thing is just, hey, make sure you’re taking good breaks, and so we’ve checked that box. What else do you recommend here?

Haley Perlus
Well, I know that it’s a hard one but I am with everyone else who believes that multitasking is one of the biggest energy drainers. So, though I live in this world too, so it’s not about I believe eliminating multitasking completely, but I do think that we can probably reduce multitasking in our lives to further increase our engagement and our attention span.

So, we need to ask ourselves and really be truthful, where can we reduce multitasking to increase our ability to focus on one thing at a time. And often, people will say, “Well, wait a second. I’ve got to do this email and that message and this call.” Well, then I propose us working on being a better juggler as opposed to a multitasker.

So, what does that mean? I don’t juggle balls physically but professional jugglers, no matter how many balls they have that they’re juggling with, there’s only one ball in their hand at one time. As soon as they have more than two balls, they make mistakes and they drop all of them. So, we need to just go back and forth, from one to the next, one to the next, one to the next. That allows us to maintain sharp attention span.

Pete Mockaitis
All right. So, that’s just sort of a mindset shift there in terms of, ideally, maybe we just to do one thing for a while, and then do the next thing for a while, but if not, juggling works but with the goal of, “I’m focused on you and I’m now focused on this thing. And now, I’m focused on you,” as opposed to, “I’m focused on you and this thing at the same time.”

Haley Perlus
Yeah. And one of those things, I know we brought it up before, but just to enforce it. One of those things is recovery, “I’m focused for these five minutes on recovery, and then I come back to this email, or this phone call, or this task.”

Pete Mockaitis
Okay. And then any tips when it comes to exercising our brains so that we are effectively able to engage and recover, and to engage and recover, and to keep on getting better and better?

Haley Perlus
Yeah, use it but be deliberate. So, right now, crossword puzzles or Wordle or Sudoku, those games, even video games, with my athletes, my sport athletes in my consulting practice, we actually train our brains using video games and games on the computer. In fact, some of us are so good that we tune out the rest of the world and we can go for hours. We don’t necessarily want that though. We need to have discipline and we don’t want to have the addiction but we need to use our brain and deliberately focus in, in order to increase our attention span.

Pete Mockaitis
So, then an exercise might mean like, “This is what I’m focused on for the next hour. Period.” Like, that kind of a thing, like, “This is what we’re doing here.”

Haley Perlus
Yeah, there’s something that you can just search it on the internet but I do it in my presentations. It’s called the concentration grid. And all it is, is 99 numbers scrambled up in a grid, it starts 00 and they’re all scrambled up to 99. And then you time yourself, not even an hour, I do a minute. And in a minute, you see, you start at 00, then 01, then 02, and you have to go and find these numbers in order as fast as you can and see how high you can get.

So, I’ll do this with the people that I’m consulting with, and then I will try to distract them. So, I will go and distract them with noise and with words, I tell them 30 seconds left, I tell them, and they have to literally focus on tuning me out. It’s the only time they can deem me irrelevant but if they hear me, I’m supposed to come into their presence and then leave, and they have to stay focused on their number.

So, that’s just an example of an exercise in concentration grit. You purposely engage in, again, Sudoku or Wordle or a crossword puzzle, or even a video game, or an app game, momentarily you tune in with the intention of deeming everything else irrelevant, and that’s going to increase your attention span. We just don’t want to become addicted because then we lose focus on everything else.

Pete Mockaitis
And so then, when one is doing these exercises, you want to have some sort of distractor in the mix to practice the ignoring?

Haley Perlus
You can play around with it but I think that’s real life. Even though I’m trying to focus on this, on speaking with you, I have intentionally turned off everything so I will not get pinged, I will not get dinged. But in the real world, if we’re sending an email, we might get a text, we might get a message, someone might come into the room, so we have to practice real life. It’s simulation for real life, being able to focus in on this one exercise, knowing that you’re going to be distracted, but letting those distractions come and let them go. They’re irrelevant. What’s relevant is the exercise you’re focusing on.

Pete Mockaitis
Okay. And you’ve got some perspective on the connection between hydration and performance. Let’s hear it.

Haley Perlus
I sure do. Well, we are two-thirds…our brains are two-thirds water, so we need water to, yeah, there you go, have a sip, and I have my water here too. But water is so many things. But when I think about attention span and our brain, I look at water as a cleansing tool. It flushes out all the toxins, flushes out all the negative stuff, flushes out all the things that we no longer need. It’s a cleansing tool. It also is an energizing tool. It lubricates, it hydrates, it gives us energy.

So, as we’re consistently drinking water throughout the day, we’re actually giving our brains energy as well as cleansing. Plus, when we’re dehydrated, that in and of itself is a distraction. Our bodies react to that. Our brains react to that. We become exhausted. So, that’s an unnecessary distraction. We can fix that.

Pete Mockaitis
Okay. And so, I guess how much is enough? I mean, I think some people will say, “You know, I drink water when I’m thirsty, and that’s fine, right?” What do you think?

Haley Perlus
Well, often the nutritionists and the experts will say if you’re thirsty, you’ve waited too long. And then, yes, the question is, “How much?” So, we’ve all heard eight glasses a day, or half your body weight in ounces. Just drink more. I don’t often come across anyone who is overhydrated. Most of us are dehydrated, so just drink more.

And here’s a thing. Get into the ritual of drinking first thing in the morning. There’s something that I used to do for myself before I became a regular water drinker. Every night before I go to bed, I pour myself a glass of water and lemon. To me, it was easier to drink water with lemon. And lemon is also very alkalizing so it does to provide energy. But I pour myself a glass of water and lemon, and I put it on my night table before I go to bed.

When I wake up in the morning, the first thing I do before anything, especially before I brush my teeth, is drink that water and lemon. And it started off as just two ounces, then four ounces. And now I drink 32 ounces of water in the morning. Sometimes I have coffee, sometimes I don’t, sometimes I have green juice, like celery juice, but I’m always getting my water, and it’s now a habit because I’ve gotten used to that morning ritual.

Pete Mockaitis
I’m curious about bathroom trips. Sometimes I find myself reluctant to drink more water just because I don’t want to be hassled with more trips to the bathroom. How do you think about this?

Haley Perlus
Well, remember, I said pour the water and lemon the night before but don’t drink it.

Pete Mockaitis
Not the night before but the morning of.

Haley Perlus
Yeah, you drink it the morning of.

Pete Mockaitis
I mean, daytime trips to the bathroom.

Haley Perlus
Yeah. Well, I would rather have that problem than the problems that will come if I’m dehydrated.

Pete Mockaitis
So, are we talking like ten plus visits a day then?

Haley Perlus
Yeah, that’d be a lot. I’m not going to lie. I do.

Pete Mockaitis
Okay. That’s the quote of the show. We’ll put that on the graphic. That’s good. Thank you.

Haley Perlus
You’re welcome. I feel like you needed to get that out of me.

Pete Mockaitis
But it’s true, like there’s a genuine tradeoff. And it’s so funny, I think the same lazy brain, for me at least, that’s like, “Oh, I don’t want to get up and pour a glass of water,” is the same lazy brain who can rationalize or justify, it’s like, “Oh, I’ve already been to the bathroom like five times. I don’t want to go again.” And so, you’re going on record as saying that, yes, there is more time spent visiting the bathroom but you’re more than making up for that time with the improved benefits of hydration. Is that fair to say?

Haley Perlus
I believe that I am more efficient, I believe that I’m more focused, I believe that I’m a peak performer because I’m a peak peer. And I will tell you though, it also forces you to get up and move. It forces you to get out of your seat so there’s other benefits that come with it.

Pete Mockaitis
Okay. Well, Haley, tell me, anything else you really want to make sure to mention before we shift gears and hear about your favorite things?

Haley Perlus
I think with this life, this Groundhog Day, the wash, rinse, repeat, the wash, rinse, repeat, it’s not necessarily that we need to increase our attention span. Many of us actually have good focusing skills, but because we’re stagnant all day and we’re inactive all day and we’re just doing the same thing over and over again, the boredom kicks in, the complacency kicks in. So, I think it’s important that we look for variety wherever we can. If you’ve been staring at this wall for half a day, maybe turn around and stare at a different wall. Add variety to your life wherever you can because that variety will also create energy which will allow us to focus and be able to be more engaged.

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

Haley Perlus
I don’t know that it’s a favorite quote but I will tell you what I use for myself when I get distracted or overwhelmed, and it’s more of a mantra, “Right, left, right, left, right left,” and also something that my significant other is now forcing upon me because I’m learning something new, and I get a little bit fearful, “Get your eyes wide open.”

When we are consumed with all of our fears, when we’re consumed with all of our anxieties, or our shyness, or our overwhelm, or our confusion, or anything that’s creating that negative energy, open your eyes, look around you, take something in. So, I really like to put myself…make myself small, if I will, and really look at the bigger picture, eyes wide open.

And then the “Right, left, right left,” is something that I do for myself as well, because when it looks impossible, when a mountain looks impossible to climb, whatever that mountain is for you, I know that I can get my right foot forward, and then I know that I can get my left foot, so really break it down. So, I don’t know if it’s a quote but it certainly words that I live by to allow me to refocus or stay focused and just plan and determined and have my most consistent performances.

Pete Mockaitis
All right. Thank you. And how about a favorite study or experiment or bit of research?

Haley Perlus
Well, interestingly enough, I was just sharing this with my 13-year-old nephew a couple week ago who had to do a simulated TED Talk for his school, and he wanted to do it on sports psychology. And so, I shared with him the first study, the first documented study, for sure, in sports psychology which was by Norman Triplett. And he researched cyclists and he wanted to compare cyclists’ performance alone compared to where cyclists are in the presence of other athletes.

And when you’re in the presence of other people, at least in this study, you perform better. And it’s an interesting topic of discussion right now because of the hybrid environments and working from home versus in an office environment and the social facilitation. And so, this is a study that I’m really highlighting back and bringing back to my world and others because I do believe that we perform better when we are amongst others, not necessarily competition. I do believe that competition allows for that, too, but I do believe in being connected and being in the presence of others to help us perform better and be happier.

Pete Mockaitis
Alrighty. And a favorite book?

Haley Perlus
Well, yes, Robert Cialdini, that’s actually, to this day, my favorite book. I think it’s great The Psychology of Persuasion, but specifically, yes, and really looking to see how we can persuade ourselves to take action, what messages we need to tell ourselves to take action. So, it’s an oldie but, still, it’s one of my favorites.

Pete Mockaitis
Alrighty. And a favorite habit?

Haley Perlus
I’ll be honest, I’m really proud of myself for sticking with this water thing. It was not easy for me because I didn’t like the taste of water, and I just wasn’t a good water drinker, and, really, every morning I wake up, I drink water and lemon. I often now drink some green juice, and that starts my day. In addition, I make my bed every single morning, and I believe that that is super important to start my day off organized and structured, even though I’m pretty flexible and I wouldn’t consider myself a structured human being. But making my bed in the morning allows me to feel fresh and clean when I do start the day.

Pete Mockaitis
Okay. And is there a key nugget you share that really connects and resonates with audiences; they quote it back to you often?

Haley Perlus
People say it’s hard, people say change is hard. When we talk about changing these, replacing negative habits with good ritual, people say it’s hard. And I say, “I know. So what?” And I think that just kind of puts…and I do to it myself as well. I think that kind stops us in our tracks, and we’re like, “Okay. So what? That’s going to be hard.” And I say it with all the love in my heart, “So what?”

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

Haley Perlus
My website is the best place to find me. You can opt in for communications. You can actually connect with me directly through there. So, it’s DrHaleyPerlus.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?

Haley Perlus
Well, I don’t know what time everyone is listening to this, so depending on the time, the very next morning you have, what do you get to do? You get to drink water first thing in the morning and hydrate your brain, focus in.

Pete Mockaitis
All right. Haley, thank you. This has been a treat. I wish you much fun and peak performance.

Haley Perlus
Thank you, Pete. Thanks for having me.



786: How to (Really) Strengthen Your Relationships with Eric Barker

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Eric Barker shares science-based wisdom on how to make your relationships flourish.

You’ll Learn:

  1. The two critical elements of trust-building 
  2. The secret to dealing with difficult people
  3. How to navigate difficult conversation

About Eric

Eric Barker is the author of The Wall Street Journal bestseller Barking Up the Wrong Tree, which has sold over half a million copies and been translated into 19 languages. It was even the subject of a question on “Jeopardy!” Over 500,000 people have subscribed to his weekly newsletter. His work has been covered by The New York Times, The Atlantic, The Financial Times, and others. Eric is also a sought-after speaker, having given talks at MIT, Yale, Google, the United States Military Central Command (CENTCOM), and the Olympic Training Center. His new book, Plays Well with Others, will be released by HarperCollins in May of 2022. 

Resources Mentioned

Eric Barker Interview Transcript

Pete Mockaitis
Eric, welcome back to How to be Awesome at Your Job.

Eric Barker
It’s great to be here, man.

Pete Mockaitis
Well, I’m excited to talk about your book Plays Well with Others: The Surprising Science Behind Why Everything You Know About Relationships Is (Mostly) Wrong. And I got a kick out of your dedication page, it is “To the relationships that you’ve screwed up.” Can you tell us a key story there about a screwup and some principles learned?

Eric Barker
It’s never been my specialty at all. One of the five factors that psychologists use to determine someone’s personality, one of them is agreeableness, and out of a possible score of a hundred, I scored a four. So, disagreeable, probably not helping there. One of the things that led me to write the book was that I’m not a specialist with relationships but then, actually, two weeks after I closed the deal to write the book, California lockdown for the pandemic, and I realized, “Maybe I wasn’t the only one who was going to be needing a little relationship-defibrillator after all this was over.”

Pete Mockaitis
I see. Okay. So, low on agreeableness, and so can you tell us a tale of how that got you into some trouble once?

Eric Barker
Off the top of my head, I can’t think of a specific time, but, it’s funny, the same trait that has harmed me in my relationships actually helps me in my writing because I tend to always challenge things, debate things, to not easily go with the flow, I want to test things, play myth-busters, and that’s basically how my book is structured. Like, taking the maxims that we all kind of assume are true about relationships, and wanting to say, “Wait a second. Is that really true? Shall I look up the evidence here?” So, there is a silver lining.

Pete Mockaitis
Well, it’s funny, as I’m thinking about my relationships, I’ve got a friend, I’m thinking of my buddy Avon, in particular. He seems to love to take the other view every time, and I don’t even know if he really believes what he’s saying or if he’s just trying to rass me or he finds it fun. And it’s interesting, it’s like some people love that and some people hate that, like, “Oh, what an interesting thing we’re exploring. Hmm, we’ll do a little bit of banter, a little back and forth, volley, exploring.” And I was like, “Oh, my gosh, like, just can it, Eric.” Is that your experience as well, some love it, some hate it?

Eric Barker
Oh, no, absolutely. That’s the kind of thing where, like I said, after a day of working hard writing the book, I kind of have to tell myself, “Okay, turn it off, turn it off. Don’t need to test and question everything anymore. It works out really well with the writing, not so much as well with other people.”

Pete Mockaitis
All right. Well, could you kick us off with a particularly surprising or fascinating discovery you’ve made about relationships while you’re researching and writing this book?

Eric Barker
Yeah, one thing that really blew me away was the research on loneliness. Like, Faye Alberti is a historian at the University of York, and she basically found that before the 19th century, loneliness pretty much didn’t exist. It sounds crazy.

Pete Mockaitis
No kidding.

Eric Barker
But basically, we were all embedded in religions, nations, tribes, groups. We always felt like we were connected to other people. And what’s really interesting is that aligns with some of the scientific psychological research on loneliness, which is that lonely people don’t spend any less time with others than non-lonely people do.

Again, it sounds crazy but we’ve all had that feeling of being lonely in a crowd. Just because you’re on the subway or in the middle of Times Square, you can be surrounded by people and that doesn’t mean you feel connected to them. What John Cacioppo, the leading researcher on loneliness, found is that loneliness is how you feel about your relationships.

If you have good relationships, strong connections, and you go on a business trip, you don’t feel desperately lonely. You know that there are people who care about you, they’re just not near you or by you. But if you don’t feel strong connections to people, you can be surrounded by others. You could be at a sporting event and you’re not going to feel that great. Loneliness is, again, how you feel about your relationships.

So, in the past, we had these deep kinds of near-tribal connections to others. We were always part of a group. And these days, we saw, basically post-19th century, the rise of individualism, and so we don’t feel those strong connections. Loneliness is an issue of perception. When we aren’t near others but we feel we have strong connections, that solitude, that’s a positive, that’s me time. It’s like, that feels good. You know that people are there but you get a little time to yourself.

Well, when we don’t feel those strong connections, neuroscience actually shows that our brain scans for threats twice as fast, which, from our ancestral environment, makes sense. If you don’t think help is coming, you need to be on the lookout for danger, but that’s not terribly conducive to happiness.

Pete Mockaitis
Okay. Well, I guess we’re getting into it. Tell us, Eric, what is to be done if we are feeling not so great about our relationships and we got some loneliness cooking?

Eric Barker
It’s really an issue of deepening our relationships. The first thing I did when I…in the section of the book on friendships, the first thing I did was look at Dale Carnegie because that’s the book everybody knows, How to Win Friends & Influence People, and that book was written before the advent of social science research, it’s all anecdotal.

But the crazy thing is that the primary pillars of Carnegie’s book all proved true. They’ve all been verified, except for one, and that is he says to put yourself in the other person’s shoes. And research shows we’re actually pretty bad at that. But everything else, finding similarity, paying people compliments, listening, these are all positives. The thing is Carnegie’s book is written mostly for developing business contacts, so it’s kind of at the more shallow end of the pool.

But for deepening relationships, what I found is that the research seems to point towards two things, and that is time and vulnerability. Time is really critical. It is the thing that research shows friends fight about the most. And time is a powerful costly signal. You spend time with people, we only got 24 hours in a day. You keep spending time with somebody, it shows you care.

And vulnerability is opening up. That’s telling people what’s on your mind, your stresses, your challenges. We’re usually afraid to do this but this is what really creates trust. By talking about the things we’re afraid of, we tell the other person that we trust them, otherwise we wouldn’t say it, and that leads people to reciprocate, and that’s how you build trust.

So, it’s really critical for us to go past the small talk, and very often we can feel stuck in the small talk, and it’s time and vulnerability that will deepen relationships, make us feel closer to others, and help us beat loneliness.

Pete Mockaitis
It’s funny, I moved about a year ago from Chicago to the Nashville area, and I am more distant from many of my close friends than I used to be. And so, I’ve been thinking a bit about how one forms great friendships, particularly as it’s a little bit of a different ballgame being 38 with two kids and a wife than being 24 and “Woo,” just out and about for many nights in a given week. So, tell me, is there a…I guess it’d be hard to precisely quantify this with all the variability in humanity. But, like, what kind of time are we talking about here, Eric?

Eric Barker
What’s really interesting is Jeff Hall did some research on how much time it takes to go from just meeting someone to being like a good friend or a best friend, and it’s some pretty depressing research. It could take hundreds of hours to get to, like, closer best friend. But on the flipside, it is a matter of how we handle it and what we do.

Arthur Aron did research, and by giving people a series of questions to get them, like, opening up and talking, he managed to get people, in a laboratory setting, to feel like lifelong friends in only 45 minutes. In fact, two of his research assistants who were working on the project with him, actually fell in love and got married because of working on this.

So, it’s really that issue of vulnerability, of opening up. Usually, when we first meet somebody, we’re often tempted to try to impress them but the literature shows that signaling high status, while it might impress people and it might be good in maybe a sales or a business context, on a personal level, it tends to distance people. They don’t feel related to you. They feel like you’re above them or something.

Meanwhile, expressing yourself as a peer or actually showing human-relatable flaws, that’s the thing that makes us understand, relate, connect with people because we all have those insecurities. And when you express them, it’s like we get that, “Whew” feeling where we can relax, where we can relate. So, that’s the thing we really need to keep in mind.

Pete Mockaitis
And I’m curious, when it comes to vulnerability, that sounds like sharing the stresses, the problems, the worries. To what extent is there also connected value in sharing the joys?

Eric Barker
Sharing joys is really positive, there’s no doubt about that. The literature points to this, something called capitalization, and that is when your friends or your spouse talk about something positive that happened to them, it’s really important to ask questions, it’s really important to be happy for them. In fact, it was Shelly Gable that did research at UCSB, and she found that actually celebrating those positive moments, how you handle the positive moments was actually more predictive of romantic relationship success than how you handle the difficult moments.

It sounds crazy because we’re always so focused on fixing things, on trying to resolve the problems in a romantic relationship but John Gottman found that 69% of the ongoing problems in a romantic relationship never get resolved. It’s like you’re not going to fix all of these things. You’re not going to fix most of these things. It’s about the regulation of conflict, not the resolution of conflict.

But on the flipside, you want to be a supporter, you want to be a cheerleader, you want to share your positives, you want them to feel good for you, to be curious about it, and you want to do the same for them. This is a positive relationship tip you can use anywhere, especially in a romantic relationship, is to really look for those positive things, be supportive, be the cheerleader. This is a huge thing that we often forget about because we’re usually trying to bring the bottom up rather than trying to raise the roof. And it’s really important to celebrate those positive moments.

Pete Mockaitis
That’s good. That’s good. Any pro tips on how that’s done in practice? I just watched the show Devs, and somebody kept mentioning if they wanted a champagne bath. So, I guess that’s one tactic, is to bring a bottle of champagne with you to splatter people when they’re excited, though they might not receive that so well in real life, like, “I’m all wet now and sticky.” So, any other more practical recommendations for celebrations? I guess what we don’t want to do is say, “Okay, that’s nice,” and just, boom, brush aside. But, yeah, like what that sounds like in practice?

Eric Barker
What some of the advices that they give romantic couples is pretty straightforward. At the end of every day, you say the best thing that happened to you that day, and your spouse says the best thing that happened to them that day. And again, like you said, you don’t want to be dismissive, you don’t want to just nod your head and acknowledge it. It’s, like, you want to be happy for them. You want to ask questions. You want to be just listening and be supportive and be excited. It’s about that emotional back and forth, so it’s just consistently.

It almost sounds weird but even with your friends, it’s like, “Hey, what good things have happened lately?” It’s not something we usually do but it’s not too crazy a question, and I think most people are pretty happy to talk about the positives that are going on. You’re basically letting them brag. That feels good and if they’re somebody you care about, it’s going to feel good for you, too, and it can have very positive effects for the relationship.

Pete Mockaitis
I remember a motivational speaker once mentioned that he had someone, I think it was at work, and that was just sort of like their go-to line when they started talking, and say, “Tell me something good,” and everyone liked that person. It’s like, “Oh, that’s what Marty says, and I like Marty,” because, go figure, people are telling him something good all the time, and he’s getting the goods and celebrating with them.

Eric Barker
Well, it’s a funny thing because, like I said, very often, especially in romantic relationships, we’re usually focused on fixing the negative, but it’s like if you feel step back for a second and think about that, if all you’re doing is fixing the negative then, really, ceteris paribus, that means you’re going to get to neutral. Even if everything worked, if the 69% of long-term issues could be resolved, you just get to neutral, and, “I have a not negative relationship with every stranger on this planet.” It’s, like, that’s not love. It’s, like, you don’t want to get to neutral. You want to be beyond that. You want to be supportive.

That’s why one of the other things I talk about, at least specific for romantic relationships, is doing exciting stuff together because the thing is that there’s a psychological principle called emotional contagion. And basically, what that means is we tend to associate the feeling that we’re having in any context, we associate it with the people we’re with.

So, if you’re doing fun stuff, you associate that with your partner, and that keeps the relationship alive. It keeps things exciting. And so, we need to do more of that. Too much Netflix and pizza on the couch, we actually need to get out more and do more exciting fun things so we can keep those positive feelings flowing.

Pete Mockaitis
All right. Thank you. Well, we went deep on loneliness and friendship and forming bonds. Maybe we can zoom out a bit. And could you share with us what’s sort of like the main big idea or thesis behind the book Plays Well with Others?

Eric Barker
Well, one theme that I found throughout all the aspects that I was looking at is that relationships really do come down to stories, stories in your head. The first section of the book, I talk about the issue, like, they say, “Don’t judge a book by its cover” and I kind of tested that. I went and looked at the research on body language and communication and reading people.

And what happens is, as soon as we meet somebody for the first time, or even if we’re seeing somebody we’ve known for a while, our brains are immediately telling us a story about who this person is, and we kind of can’t help it. We start making assumptions in milliseconds. And it’s an issue of revising that story but that story is going to be there.

And in a romantic relationship, John Gottman, I mentioned earlier, he’s the leading researcher on love and marriage, and his claim to fame is that he can predict whether a couple would be divorced in five years just by talking to them for a few minutes. And he can do this with about 90 plus percent accuracy. And how he does that is simply asking the couple, each member of the couple, “Tell me your story.”

And when he listens to that story, if it’s this story of overcoming challenges and that’s really something, celebrating those difficulties and getting past it, that’s a really positive sign but it’s not about the facts and details because we forget most of the facts and details. We kind of congeal them into this story, and if that story is positive, things are really good.

And past that, the final section, I talk about, I test “No man is an island. Is that true?” And it’s this issue of communities, have a story, a story they tell about who the members are, “’What is important to us? What do we value?” And that story is what draws us together. So, it’s this really critical element of understanding the stories of how we perceive others, how we’re connected to others, the community that we’re a part of. This is kind of the subtext, the element that undergirds everything that goes on between human relationships.

Pete Mockaitis
And what’s interesting about that is you could just change your story about a relationship you have with somebody without interacting with them in any subsequent way. So, you could just choose to reinterpret and reformulate your story about your relationship with them in your head, could you not?

Eric Barker
Oh, absolutely. And that can be a positive thing and that can be a negative thing. We can reflect on it and we can look at different aspects, and we can say, “You know what, I’ve been judging them too harshly. Like, I forgot there were those few times where that person really went out of their way to help me, and I kind of dismissed that.” Or, on the flipside, something that’s common with long-term relationships and marriages is that people sometimes they don’t want to fight, they don’t want to argue, so they don’t raise issues. And when you don’t raise issues, they can’t get resolved.

And so, instead of people having a conversation about their spouse about an issue, they start having conversations with themselves, and that doesn’t always go so well because you start making assumptions about what they believe, where they stand, why they did what they did, and this can be really problematic because now we’re not actually getting insight from them; we’re making it up ourselves and that can quickly turn negative because what a lot of people don’t realize is that, yes, you don’t want to fight but the truth is, yelling and screaming, only 40% of the time does that result in divorce.

What is more likely to result in divorce is when a couple stops talking. You yell and scream because you care. When you stop caring, you stop interacting. And that’s what more often precedes divorce is when couples start living parallel lives where they’re not communicating, they’re not connecting, they’re not arguing, they’re not resolving problems. They’re just going, “It’s not worth it,” and kind of living their own life. That’s what usually precedes divorce.

Pete Mockaitis
Okay. Thank you. And if we sort of shift the focus into the workplace and professionals and those looking to be awesome at their job, what are some of the best takeaways for folks looking to have strong relationships with their boss, their peers, their clients, their suppliers, etc.?

Eric Barker
Well, like I said, in terms of friendship, those are some of the really key things, is trying to deepen those relationships. Like I said, time, vulnerability, but another thing we deal with in the workplace is that, with our friendships, the interesting thing about friendships in our personal lives is that you can leave whenever you want.

In the workplace, you’re going to deal with some people that maybe you don’t like so much. That’s the tricky part about it because of the role. And what the research has shown is that the people who cause us the most stress aren’t actually our enemies, because enemies, like we know where we stand, we don’t like them, they don’t like us. The people that drive us most crazy are those ambivalent relationships. Sometimes it’s good, sometimes it’s bad. It’s that unpredictability. And Julianne Holt-Lunstad at BYU has found that that’s what drives our blood pressure up, it’s these people who we don’t know how they’re going to behave, whether they’re going to be nice or difficult this time.

So, in terms of dealing with difficult people, what we need to keep in mind is emphasizing three things: emphasizing similarity, emphasizing vulnerability, and emphasizing community, because these are the things that can sort of activate the empathy muscles in someone else. Maybe if they’re a little narcissistic, maybe if they’re difficult, when we express our similarity to them, when we talk about a vulnerability, weaknesses, when we express community, that we’re a part of something, that can trigger those empathy muscles that can help us deal with them a little bit better, help them understand us a little bit better. That’s truly key to dealing with those difficult people in the workplace.

Pete Mockaitis
Okay. And so, what does that sound like in practice to convey similarity, like, “Boy, Eric, you and I, we both love a good microphone, don’t we?”

Eric Barker
Again, we take those things for granted but that’s usually how many relationships start, is you’re both into a particular sport, a particular sports team, you’re both Star Wars fans, you’ve got something you relate to. And with those people that we haven’t taken the time to find something that we can both relate to and care about, that kind of acts like a medium for us to work through.

So, finding out a little bit more about somebody and finding that connection, research shows this is really powerful in terms of us feeling like we are connected, we’re part of the same group. In that way, community-wise, again, feeling like we’re a part of something, we’re both working toward similar goals. The research shows that a great way to get people who don’t like each other very much to cooperate and feel connected is to have them work on a project together, it’s when they have to rely on one another.

So, it’s really critical, it sounds a little silly in the abstract, but finding those similar things, asking them enough questions to realize, like, “Hey, we’re both into this,” it can make a surprising difference.

Pete Mockaitis
That is good. And I’m also thinking about some research. I read about it in Bob Cialdini’s books about moving and/or singing or dancing or marching in unison has a powerful effect there.

Eric Barker
Anything like that, again, builds that kind of similarity, like that’s in the physical realm is that we’re doing the same things, we’re coordinated, we’re working together. That means you’re a part of something. You’re connected. What’s really powerful, I think, from Cialdini’s, he has Influence which is like he’s masterwork, but his other books are excellent as well, Pre-Suasion where he talks about how so much of what helps negotiations and conflict resolution isn’t the tactics that you huse in the middle of it. It’s those things that you set up beforehand.

And that’s where similarity falls in. Once you feel, like, “Hey, we’re connected in this way. We both care about this same thing,” you’re more disposed to want to help someone. It’s like if a stranger asks you for a favor, that’s very different than when a friend asks you for a favor. You have something that connects you beforehand.

One of the researchers at Harvard Business School talked about salary negotiations, and, again, it wasn’t necessarily the specific tactics used during the negotiation. The number one thing that he said was they have to like you, was beforehand making sure that they like you, they appreciate you, they feel connected to you, because, again, it’s one thing dealing with a stranger, to another thing dealing with a friend. You’re much more disposed to give them the benefit of the doubt, to say, “Hey, sure, we don’t mind covering that expense. We don’t mind doing this.”

We think about these kinds of like really nuanced tactics in the middle, but if you can think about the beginning ahead of time, and say, “How can I really connect with this person emotionally so that they’re disposed to want to help me?” that’s much more powerful.

Pete Mockaitis
And so then, with that connection now, those principles then of the similarity, vulnerability and community there?

Eric Barker
Yeah, first and foremost, like I said, that similarity, that’s something that we’ve all had that moment where we’re trying to connect with somebody, trying to go from acquaintance to friend, and similarity can really help. It gives you something to talk about. It gives you something that you connect on. And then that vulnerability aspect, where it’s like we all have our little jerk radar where we don’t want to be dealing with somebody who’s a pain.

And when somebody opens up and says, “Hey, you know what, I actually struggle with this. I’m not that great at it,” or, “Hey, this actually scares me,” that makes…humanizes somebody. They’re not trying to act like they’re above you or better than you. In community, it’s like we’re connected. It’s like, sometimes we don’t always love our in-laws but we still behave, we still do favors for them, we still do things because we recognize that we’re connected, we’re a part of something, and that shifts our perspective.

Pete Mockaitis
It sure does. And I also want to talk a bit about the digital side of things. Social media, how do we use that well such that we don’t create more bitterness, division, self-esteem problems, jealousy? Any pro tips there?

Eric Barker
Absolutely. You see research back and forth that social media is the devil, social media is not the devil, and there are some stuff back and forth, but the key thing we want to be thinking about when it comes to social media is time. And that is that you only have 24 hours in a day. Some of that is going to be sleep, some of that is going to be work. You only have so much of a budget for social time. And if too much of that is being used for social media, then it’s not being used for deeper richer connections, like face to face.

We just want to make sure that social media is not cannibalizing it. You don’t want to be replacing kind of the rich sumptuous meal of face-to-face contact for the junk food of social media. If you’re using social media to reach out to somebody who’s far away, hey, that could be really positive. If you’re using it to communicate with somebody who’s nearby and you’re using it to plan a face-to-face get-together, hey, it’s an alley of positive.

But if we end up, consciously or unconsciously, using it to replace real relationships, that’s when it gets problematic. And when it’s eating up too much of the buddy budget, the social time, just on Instagram, that’s really where it’s quite clear that we’re not treating our relationships as well as we could.

Pete Mockaitis
I hear that. And I’m also thinking about sort of the nature of what you choose to post on social media. And I found, for me, what makes me more favorably disposed to someone is they share something and it seems like it really is a means of spreading delight and goodness and positivity, as oppose to a post which says, “Look how awesome I am,” like, “Oh, just getting some sushi in Tokyo at the top sushi place ever.” It’s like, “Okay. Well, good for you, guy. That’s fun. I guess I’m supposed to think that your life is awesome.”

As opposed to, I’m thinking about my buddy Patrick, he once posted, “When my wife and I are cooking together and sharing instructions or collaborating, we respond to each other by saying, ‘Yes, chef,’ and it makes cooking so much more fun.” And I think of that because that is awesome and I do that now, too, and it really is fun and it spreads joy. And in both contexts, we’re talking about doing some food stuff and yet one post, I think, well, it makes me think more of Patrick, like, “This guy is awesome,” and not because he’s high status but that he’s just putting out joy into the world.

Eric Barker
Absolutely. I totally agree. This is something we’re kind of touching on earlier, where it’s like often when we first meet somebody, people often try to brag, they often try to signal high status, and it’s exactly what you said. When you see social media posts where clearly the person is bragging, and saying, “Look how awesome I am,” that doesn’t make us like them more, that doesn’t make us feel more warmly connected to them, so that’s probably not conducive to positive long-term relationships.

But when somebody posts a funny anecdote or if somebody is kind of like poking fun but it’s at themselves, then we do feel positively disposed to them. If somebody puts a warm positive moment, we react better to that. And these are the kind of things we definitely need to be thinking about because I think we’ve turned a lot of things. I think, by its very nature, social media often tends towards turning things into this kind of social competition because we’ve got quantification of likes.

You have a direct quantification of how much people like this post. That has this kind of almost competitive element to it. And I think, to your point, we need to resist the urge to kind of one-up people in that status competition, and another way is to rely on being a little bit more human.

Pete Mockaitis
Well, Eric, tell me, any other top do’s and don’ts for us looking to improve our relationships?

Eric Barker
Yeah, one thing from the romantic relationship research, but I think it’s applicable in pretty much any relationship context, is John Gottman, that relationship researcher, he found that just by listening to the first three minutes of a conflict discussion between a couple, he could predict the ending 94% of the time.

And the takeaway from that is if it starts negative, it’s going to end negative. If you have to bring up a difficult topic with your spouse, or frankly with anybody, if we go in there firing both barrels, the research is pretty clear, if it starts negative, it’s going to end negative. So, if we present it in a more constructive way, we take a deep breath, we step back, we don’t launch into it in this very kind of antagonistic attacking mode, it can be a lot more productive.

Even though we feel like we deserve this, “I’ve been victimized. I need to…” that’s not going to get you the end result you want 94% percent of the time. That’s a very high number, so take a deep breath, think constructively, don’t point fingers, don’t personalize it. Anytime you have to have a conflict discussion, whether it’s at home or in the office, don’t discuss the other person’s character. Talk about the specific issue you had and stick to the facts.

Pete Mockaitis
All right. Now, Eric, I’d love to hear some of your favorite things. How about a favorite quote?

Eric Barker
Oh, yeah. Well, this is a quote that meant a lot to me when I was writing both my books because I was thinking about, like, testing these maxims and all these issues we have around both success and relationships. It’s from William Gibson, he said, “The future is already here. It’s just not evenly distributed.”

And that really resonated with me because I looked at the research and there’s a lot of answers to the questions we already have. It’s just tied up in all this ivory tower academic research. And so, my focus was trying to take that and make it accessible to people because the answers are already here, to many of our problems. It’s just not evenly distributed.

Pete Mockaitis
That’s right. That’s why I love doing interview podcasts, it’s like, “Hey, I don’t have to figure all this out. I’d just get Eric to share the goods.” Cool. And how about a favorite study or experiment or bit of research?

Eric Barker
This isn’t necessarily practical. It might make people feel a little bit better but one of my favorite pieces of research is there was one study done on ethics professors and ethicists, and it found that they weren’t any more moral than the average person.

Pete Mockaitis
Okay.

Eric Barker
So, if you feel like, maybe you haven’t been behaving that well, even experts in the field, hey, they’re not necessarily all that better, so don’t beat yourself up.

Pete Mockaitis
All right. And a favorite book?

Eric Barker
Favorite book, oh, God, there’s so, so, so many. I have to say one of my favorite books recently is my David Epstein wrote a book called Range, which is not only really useful, really smart. It also made me feel much better because it talks about how generalists can thrive, and how generalists often do very well because I’ve always been a generalist. And anything that helps me rationalize my decisions is amazing and wonderful.

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

Eric Barker
I have got to say that I remember many years ago, my friend Drew got these Bose noise-cancelling headphones. They were pretty pricey, and I was like, “Why?” And I’m not a big music guy. I listen to podcasts, but I got to tell you, noise-cancelling headphones literally changed my life. It’s like when you’re on planes, when you’re trying to block out noise, you got loud neighbors, it’s something silly, I didn’t think it was going to be that big a deal, but, man, I can’t live without them.

Pete Mockaitis
Yeah, I love them and sometimes I will put in earplugs and then put on noise-cancelling headphones. I’m just really into that cone of silence.

Eric Barker
Okay, you’re playing on serious mode now.

Pete Mockaitis
I am. And it does send a message. It’s sort of like a ritual. It’s like, “All right. No messing around. We’re seriously dialing into this.”

Eric Barker
Oh, yeah. You’re putting on the Batman costume. Like, “This is it. We’re going to war.”

Pete Mockaitis
Oh, I need a montage I need to play during this.

Eric Barker
Yeah, with some John Williams music. Yeah.

Pete Mockaitis
Oh, yeah. And a favorite habit?

Eric Barker
Favorite habit is reading. There’s no doubt, my first instinct when I have extra time is to fire up the old Kindle app. And, typically, you think, “That person is going to call me back in five minutes,” or, “Oh, this is only going to take this long,” or, “The internet will fix itself and work,” “My Wi-Fi will be working again.” You know what, sometimes it takes longer than you think. Often, it takes longer than you think. So, I get myself reading and the time flies by.

Pete Mockaitis
All right. And is there a key nugget you share that really seems to connect and resonate with folks; they highlight it in the Kindle book version of your works, or they re-tweet it a lot?

Eric Barker
I think the key thing was, in the new book as well as with others, there’s the Grant study which has been going on for nearly a century at Harvard. They’ve been following a group of men, basically, their entire lives. I think most of the men are in their 80s or 90s, and so it’s interesting, rather than some two-week study or six-week study to see what happens across a person’s entire life.

And, as you can imagine, multiple people have led this study because it’s taken nearly a century. And when they asked George Vaillant, who was probably the guy who led the study for the longest time, they said, “Look, what have you learned?” and, as you can imagine, the amount of information they’ve collected could fill a warehouse, but he replied with only one sentence. And he said that your relationships to other people are the only thing that matters.

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

Eric Barker
They can go to my blog at EricBarker.org, E-R-I-C-B-A-R-K-E-R.O-R-G. And the best thing to follow the insights and tips that I’m finding from the research is to sign up for my weekly newsletter.

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

Eric Barker
Yeah, the key thing I would say is, and I talked about this in my first book, was sit down with your boss and ask them what you can do to make their life easier. Ask them what you could be doing, point blank, to be better at your job and to be a better contributor. There are two benefits here. Number one, you are basically getting the answers to the test. They are going to tell you what you need to be doing.

And, number two, just in terms of signaling and relationship, how would you feel if you were boss if an employee came to you, and said, “How can I make your life easier? What do I need to be doing to be a better contributor?” That is a very, very positive signal, and it is going to tell you what you need to be focusing on. It’s a simple little thing and it can be a gamechanger.

Pete Mockaitis
You know, that absolutely can be. And we had Mary Abbajay on the podcast talking about how to manage your manager, and that was one of her very top tips. And she said that she frequently will ask audiences, like, “Who’s done this?” and it’s generally less than 1% of professionals have done that. But, yeah, it’s powerful on both sides.

Eric Barker
And then for advanced mode, every week, sum up what you’ve been up, what you’ve accomplished, and send a quick bullet point email to your boss, and make sure to be focused on that thing that they told you, that you are making progress towards what they said was most important. This is extremely valuable. Your boss is busy. They’re not watching everything you’re doing.

So, to be telling them, “Hey, here’s what I’ve been up to,” makes them relaxed, makes them like and appreciate you. You’re basically doing a highlight reel. And if things don’t work out at that job, you can go back to every Friday email you’ve sent through all the weeks, and you know how to update your resume because you basically have a long list of all the things you’ve accomplished while you were there.

Pete Mockaitis
That’s so good. Eric, thank you. It’s been a lot of fun. I wish you much luck with the book Plays Well with Others and all your adventures and relationships.

Eric Barker
Thank you so much. It was fantastic to be here.