This Podcast Will Help You Flourish At Work

Each week, I grill thought-leaders and results-getters to discover specific, actionable insights that boost work performance.

667: How to Cultivate Your Influence and Build Powerful Connections with Jon Levy

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Jon Levy provides foundational principles for connecting better and building your influence.

You’ll Learn:

  1. Why relationships are the #1 predictor of your success 
  2. How to make networking feel more natural
  3. How to build trust quickly with vulnerability loops

 

About Jon

Jon Levy is a behavioral scientist best known for his work in influence, human connection, and decision making. Jon specializes in applying the latest research to transform the ways companies approach marketing, sales, consumer engagement, and culture. His clients range from Fortune 500 brands, like Microsoft, Google, AB-InBev, and Samsung, to startups.

Resources mentioned in the show:

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Jon Levy Interview Transcript

Pete Mockaitis
Jon, thanks for joining us here on the How to be Awesome at Your Job podcast.

Jon Levy
Thank you. I’m super excited. I also want to learn how to be awesome-r at my job. I’m looking through like osmosis and hanging out with you I could enjoy my work more.

Pete Mockaitis
Oh, certainly. Well, I’d love it if you could kick us off by sharing a story. We’re talking about influence here. Could you tell us a cool story about a professional who really transformed their career by cultivating influence?

Jon Levy
So, one of the people that I think is super interesting is a woman named Jean Nidetch. And Jean was, kind of in her eyes, an overweight housewife. And one day, while going to the supermarket to pick up some food, she was going through the aisles and an old acquaintance of hers says, “Hi, you look great,” and she was feeling very beautiful. And the acquaintance said, “When are you due?” And Jean was mortified, the woman thought she was pregnant.

And she said to herself, “I’m going to change my life. I’m going to finally lose this weight.” And what she did was she signed up for a weight-loss course provided by the city of New York. And she had lost some weight but she realized she was really lonely. So, she invited a bunch of women to her home to play mahjong, some game like that, but really it was an opportunity for her to talk about weight loss and her struggling with it.

And the group bonded so much that they kept meeting, and then, eventually, that turned into Weight Watchers and became an international sensation of a company. She became a multimillionaire, a celebrity. And the way that she fundamentally did it was by gathering people and creating an intimate and safe space and, over time, that grew into her influence. And I just loved the story especially because, at the time, she couldn’t even have a credit card with her name on it, it said Ms. Marty Nidetch because women couldn’t really have businesses back then.

Pete Mockaitis
All right. So, then the magic happened when she did some inviting, and said, “Hey, come on over.”

Jon Levy
Yeah, it’s pretty incredible. So, in my personal view, our influence is a byproduct of who we’re connected to, how much they trust us, and the experience of belonging that we share. And what she was able to do was find something to connect with people that they cared about, which is their health and wellness.

She created an incredibly safe space of trust, and then the people who participated in the program had this incredible sense of community because it was that one place where they could speak openly about the trials and tribulations that they went through, the shame that they experience, the struggle from day to day to not eat some cake. And I think that that’s pretty incredible that she was able to do that, and then figure out how to make that scale so that people around the world could really have that experience and belonging.

Pete Mockaitis
And your book You’re Invited: The Art and Science of Cultivating Influence, you’ve got a number of principles and stories along these lines. Can you share with us kind of what is the big idea here?

Jon Levy
So, here’s what’s kind of funny, in my 20s, I kept trying to change my life by like reading every self-help book and setting my alarm for 6:00 a.m. to go work out and then I’d beat myself up for not going to the gym or hitting snooze ten times. I was overweight, I was broke, and I was single, and I couldn’t seem to figure out how to get my break.

And I was sitting in a seminar, and the seminar leader said, “The fundamental element that defines the quality of our lives are the people we surround ourselves with and the conversations that we have with them.” And I said, “Well, if that’s true, then maybe, instead of beating myself up for not going to the gym, what I should do is make friends with a whole bunch of athletes and then it’ll be part of my social circle to exercise. It’ll just be a part of my habits.”

Well, it turns out, these two guys Nicholas Christakis and James Fowler, researchers, were curious about the obesity epidemic, and what they found was kind of startling. They found that if you have a friend who’s obese, your probability of obesity increases by 45%. Your friends who don’t know that person have a 20% increase chance, and their friends have a 5% increase chance, which means that everything flows through our communities or our social networks, and that’s true for happiness, marriage and divorce rates, smoking habits, voting habits.

And so, the basic premise of the book is that if we can curate the people who can have the biggest impact on our lives around us, and create deep and meaningful relationships, that’ll have a profound impact on everybody’s life in a positive way. And that’s true whether it’s business or it’s longevity. The greatest predictor of human longevity is not exercise or eating healthy. The greatest predictors are, number two, strong social ties, and, number one, social integration, you’re part of the community.

On the business front, you can measure employee sick days, profitability, and stock value to the level of oxytocin, that cuddle chemical, in employees’ bloodstreams. So, the basic premise is, “How do we connect? How do we build trust? And how do we give people a sense of belonging so we can really have an impact on our lives?”

Pete Mockaitis
Certainly. And so, when you’re talking about cultivating influence, you’re not so much, well, you tell me, talking about how to be super persuasive so much as cultivating the influences around you, to you, and for you.

Jon Levy
Yeah, I’d agree. So, it’s interesting, right now, the word influence has kind of shifted because of people taking photos of avocado toast on Instagram. And, don’t get me wrong, I really respect people who can cultivate a large audience. It’s like a skillset that I fundamentally do not have. But when we really look at the kind of influence we care about, it’s less about that, it’s less about like marketing a product or getting people to sign up for something. It’s really like, “Do I know the right person to get my kid into the high school I want to get them into?” “I’m not feeling well, do I have a friend who’s a medical expert who can answer a question?”

And so, it’s mostly things that are a byproduct of relationships, “Do I have enough trust built up with that client for them to close the deal?” Like, that’s the kind of influence we want, I’d actually argue in general. Now, proxy for a lot of people is follower count but my guess is that that’s probably generally less satisfying than having a close friend.

Pete Mockaitis
Oh, certainly.

Jon Levy
And, like, I don’t know. I don’t have a really large following but I do have a lot of close friends and I really love having them, so.

Pete Mockaitis
Well, so lay it on us, that sounds like a great thing to have, influence and this view of it, and we’ve got a bit of a key prongs there to pursue in terms of making friends and having great conversations with them. So, how, in practice, can one do that well?

Jon Levy
Great question. So, let’s split it up into three topics, is that okay?

Pete Mockaitis
Oh, sure.

Jon Levy
There’s, “How do we get people to want to connect with us? How do we build trust quickly? And how do we really develop an experience of belonging?” So, it turns out that what we’ve been touting in our society is that people who are great at connecting go and network. Now, I don’t know about you, I hate networking.

It is anxiety-ridden, it’s uncomfortable, you’re never really talking to the person you want to talk to. It feels really transactional. And, in fact, research by Francesca Gino from Harvard Business School found that people feel, in an unconscious way, dirty. They feel the need to wash, the implicit association. Nobody wants to network.

Now, what’s interesting is we do not feel that way when we’re making friends. And so, let’s forget networking and let’s ask the question, “What will have somebody want to be our friend?” And so, what we have somebody to want to be our friend is kind of like basic things. If there’s something interesting or novel. Meaning, what you’re up to or doing, does it stand out in some way that would make me curious or interested? Are you in a curated group? Are the people that you spend time with really interesting and maybe from diverse backgrounds so that if I engage with that group or community, I’d get a lot of value?

For some people, it’s around skills, and opportunities, and access, and resources. So, what value do you provide? So, if we want to get people’s attention, the context is, “What will attract them?” And I would say that our best bet is to actually just invite people to do something with us. And the reason I say that is very specific, it has to do with that second characteristic, which is trust.

And I’ll give you an example. Do you have any kids?

Pete Mockaitis
I do. Two toddlers.

Jon Levy
Okay. Two toddlers, perfect. So, let me ask you a question. You know, how in life, traditionally, if you want to win some deals where people will take you in the business world to a business dinner?

Pete Mockaitis
All right, yeah.

Jon Levy
And do you find those particularly enjoyable?

Pete Mockaitis
It’s hit or miss.

Jon Levy
Yeah, but that’s exactly the point, is that if the person is really dynamic and fun – great. Otherwise, you’re stuck there and locked in for like an hour and a half and it’s miserable. So, giving somebody or paying for something for somebody doesn’t necessarily get them to like you more or trust you more. If you go to a party and they give you a swag bag, what do you intend to do with that swag bag?

Pete Mockaitis
Well, it’s so funny, I’ve had the experience many times where I have a rental car and I am driving into the rental car lot where I’m returning it, then I have the bag and I’m looking at it over the trash can and deciding which items I’m going to go and take versus pitch.

Jon Levy
Yeah, yeah, because then you have to travel back home on a flight and you’re like, “Oh, my God, I’m not going to carry a, I don’t know, a Powerade onto a flight.” Like, “I don’t want 14 postcards from these brands with their stickers on them.” It’s just not anything I care about. And that’s the point, is that we don’t win people over with gifts. You can. There are very specific situations.

So, let’s say I found out you have two toddlers, if I get you like the most amazing, I don’t know, Baby Bjorn or something like that, in the world, like a toddler holder, you’d be like, “Oh, my God, Jon, you’re a lifesaver. You totally get the situation in my life.”

Pete Mockaitis
Right, yeah. So much more for targeted, specific, applicable.

Jon Levy
Exactly. But that doesn’t scale very well. Like, I can do that a few times. I can’t do that with a thousand people. So, the question is, “What actually does work?” And it turns out, the exact opposite of gifting works, which is it’s called the IKEA effect. It states that we disproportionately care about our IKEA furniture because we had to assemble it.

So, if I can figure out a way for you to invest effort into our relationship, you’ll care more about it. So, you know how a lot of people are like, “Oh, I don’t like asking for favors”? Terrible idea. Ask for favors. People, generally, feel flattered that you asked, and by them fulfilling on the favor, they will actually like you more. So, the first thing is that. Let’s apply the IKEA effect.

A second is let’s find an activity or an opportunity to apply the IKEA effect. So, rather than take somebody for a drink or a dinner, go workout together. This will cause the two of you to invest effort into one another and care more about each other in the process. So, when I was 28, I was trying to figure out how to connect with really influential people. I developed these models and I end up launching a secret dining experience.

Twelve people are invited, they’re not allowed to talk about what they do or even give their last name. They cooked dinner together, and when they sit down to eat, they get to guess what everybody does and, of course, eat a terrible meal. I mean, 12 people who don’t know how to cook really don’t make a great meal.

Pete Mockaitis
Also, I think you’re going to need a big kitchen with 12 people actively doing stuff.

Jon Levy
I live in New York. I actually don’t have a huge kitchen. I actually kind of like the fact that they’re stuck rubbing elbows up against each other because it creates more intimacy. But you’ll notice the IKEA effect is in full force. They are working together towards a joint goal with a time that’s time-locked so either they get the work done and we eat, or the meat is undercooked.

So, this leads to a lot of effort being put and a lot of fast bonding. And, in general, human beings don’t bond well when they’re just like interviewing one another. We’ve developed, as a species, that works well together. And so, by having a shared activity, it takes the social pressure off of conversation, and then conversation flows more naturally.

And so, it turns out that if we want to connect and build trust quickly, the best bet is to find an activity that we actually enjoy, and then invite people to participate with us in that activity. Now, let me emphasize, I might a bit more extroverted so I might do something for 12 people. You might be more introverted and just invite two people to come with you on a hunt, or for an art class, or for some kind of activity that you really enjoy, maybe playing basketball. I don’t know.

Whatever it is, it just needs to be something you enjoy because, otherwise, it’s going to feel like a real chore to keep doing it to meet people.

Pete Mockaitis
Certainly. And I guess I’m curious, like if you’re inviting someone, is there a minimum level of something that needs to be in place before you issue an invitation? So, like, let’s just say, I bumped into you, you are someone who knows somebody I’m having coffee with, you say hey to that someone, and then I say, “Hey, Jon, do you want to go on a hike on Saturday?”

Jon Levy
That’d be super weird.

Pete Mockaitis
Yeah. So, how do we think about the pre-invitation relationship?

Jon Levy
So, there are two or three things that we want to look at. One is I’d encourage for it not just to be a hike. That doesn’t possess novelty.
Human beings are driven by novelty. When something is new or different, they want to engage. And so, in general, rather than just have a hike, add an additional layer of novelty. Have it be like, “Oh, each person brings one problem they’re struggling with, and by the end of the hike, the entire group coaches them through it.” So, now it’s an idea exploration hike and it has direct value to the people participating, especially if we add this additional factor, which is it’s not just novel, but if it’s well-curated.

So, if I say, “Hey, we’ve never met. You’re friends with Tim’s? Great. We both know Tim. Pete, I run an idea hike and I run it with a group of people who are all entrepreneurs who have companies that do over a million dollars in business. Five of us go at a time, each of us brings one idea that we’re struggling with, all of us are experts in different areas. So, one is an internet marketer, the other is an author, and another one is TV show writer, whatever it is. I think it would be super fun if you joined this great group of people. We’re going on a hike on Tuesday. Can you make the time?”

Now, suddenly, you see something novel, something that has shared effort, something that is very well-curated, all these successful people that you get to connect with, and you have a direct value, it’s a very generous experience. You see, “Oh, wow, maybe I’ll finally find the solution to this issue that I’m struggling with.”

And so, you see, you can take a simple idea. I’ve never, listen, I literally made this up with you right now. I’ve never heard of a hike like this. But the fact that it has all this value in there, and it’s a really simple design. Pete, how much would it cost to go on a hike like that?

Pete Mockaitis
Well, I mean, if you try to package it and have a fancy landing page and all that, it could be thousands of dollars.

Jon Levy
Yeah, but I mean like if I just say, “Hey, this is something that I do,” it wouldn’t cost anything in the sense that people can get themselves to the bottom of the trail, and, let’s say, Hollywood right there is all the Runyon Canyons and all that, like it doesn’t matter how much money you have. You can absolutely gather people or connect with them and create deep connections with them without spending a fortune, is kind of what I’m pointing to.

There’s this misconception that in order to connect with people, especially the people that we want to do business with, it’s going to cost a lot of money. But it turns out that, since human beings are wired for connection and wired for developing relationships, it’s the people who have the least amount of money who are often very good at it.

Pete Mockaitis
Yeah, that’s cool. Well, I want to make sure we covered that piece then. So, what are we thinking about with regard to the pre-invitation? So, you’ve boosted the value proposition, if you will, of your invitation, like, “That thing you’re talking about sounds real cool.” So, how do we think about sort of like the minimum level of pre-connection to issue that invitation?

Jon Levy
Oh, I think that you actually need none if the event is novel enough and has some proof of concept. So, if you’re allowed to mention some of the names of the people, I think it was the book Made to Stick or something like that, talked about the Sinatra role, this idea that if you can make it there, you can make it anywhere. All you need is like one example that, “Oh, the founder of Allbirds. It’ll be like the last time we had the founder of Allbirds and the author of The Subtle Art of Not Giving a… whatever.” Then, suddenly, you have proof of concept. Those are the types of people who come.

So, in that case, I can say, “Oh, I saw you on the Forbes 30, under 30, or whatever it is, list. You seem to be doing really interesting things. This is the activity I host. Would you like to join sometime? Here are the upcoming dates.” And you could literally, whatever your thing is to meet people and connect with them, you could go on two hikes a week and so that there’s always something to connect with people, and always an opportunity to have really healthy pro-social behavior and activities.

Pete Mockaitis
And I’m intrigued. So, the novel dimension is, I get it, that’s really cool in terms of dopamine and excitement and…

Jon Levy
Creates curiosity, yeah.

Pete Mockaitis
So, I get that that’s awesome. But now I’m thinking about sort of the big five personalities and how, you know, I’m thinking of folks who are low on extraversion and openness to new experiences. It’s like the things we’re talking about, they sound really cool to me, but other personalities would be like, “Oh, that seems like a bit much in terms of it’s, I don’t know, risky, scary. I’m not that adventurous.” So, Jon, do you have any, I don’t know if the word is boring, but…?

Jon Levy
Safer. Let’s put on the safer suit. So, I’m going to lean on another book and thought leader on this. There’s something called The Creative Curve, it was a book by Allen Gannett. And in it he suggests that something is created when it’s familiar enough that it feels safe but new enough that it’s exciting. If it’s too safe, it’s boring. If it’s too novel, it’s esoteric. It’s like Bjork’s music.

So, I think you’re absolutely right that there are personality types that may feel uncomfortable with going hiking, and I respect that. That’s totally fine. So, there’s two or three different ways to look at it. One is, maybe, invite a few friends that write for Outlet to come or make friends with people who write for Outlet, and get a story done about it so that you have additional proof that you’re not like inviting people to steal their kidneys. That’s one angle. But that happens over time. It’s not going to happen your second time. It’ll happen your 10th time, 20th time, whatever it is.

The second is you can also do like a board game or a dinner party, and use formats that are more familiar to the people than hiking. The issue is that you’re not necessarily looking to connect with everybody. You’re not trying to boil the ocean and make friends with the entire world. What you’re doing is trying to find people in certain industries that have values that you care about, and sometimes that means that you won’t meet specific people, but that’s okay.

Like, frankly, if people are so introverted, they’re probably not going to networking events anyway, or conferences. And in those cases, you’re probably better off with just a direct introduction and hoping that you get to meet them for something more quiet. That’s it.

Pete Mockaitis
Okay, cool. So, there we have it. So, you have an activity and it’s sort of a clear offer that is somewhat novel and fun and valuable, and gives an opportunity for people to meet and connect and connect better than just chatting because they’re doing something together, so all that’s excellent. So, then let’s say you’re in it. So, here we are, we’re cooking, we’re hiking, we’re doing the board game, and we’re doing the thing, any particular do’s and don’ts for connecting well in the moment?
Jon Levy
Sure. So, here’s something I only learned while researching this new book. We tend to think that trust precedes vulnerability. Like, if I trust you, I’ll be willing to risk more. But it turns out that it actually doesn’t work that way. It turns out that it’s a process called a vulnerability loop. So, let’s say I started working for you, Pete, and I’m sitting in a cubicle or whatever not far from you. And you hear me say, “Oh, my God, I’m so overwhelmed.” I’ve just signaled vulnerability. I said, “I don’t know how I’m going to handle something.” Now, if you ignore that or make fun of it, trust will be reduced.

Pete Mockaitis
“Ah, Jon, you loser. Buckle down. You can handle it.”

Jon Levy
Now, in certain environments, you might be like in the Navy Seals, it’s probably like the culture but in most offices, people are going to feel really insecure and then not put themselves out there again. But if you acknowledge it, and say, “Jon, my first week I was totally overwhelmed. What are you dealing with?” Then you’ve just signaled vulnerability and now we can trust each other at this higher level. And it’s these vulnerability loops that actually develop trust. That’s why trust, generally, develops over time through small actions.

Now, the IKEA effect, one of the reasons I think it exists is because, as you’re investing effort in a joint activity, it creates a bunch of these vulnerability loops, like, “Oh, my God, pass me the…” then you throw me like whatever I need. And, suddenly, we’ve opened and closed a bunch of loops. Now, this also means that when we meet people, we want to be aware of when they’re putting out loops which we sometimes we don’t notice.

So, if you’re saying, “Oh, how’s your week?” “Oh, my God, it was so stressful.” That is the opening of a loop and that’s your opportunity to increase trust. Now, watch out, there are some people who will verbally vomit all over you but, for the most part, being aware of them and acknowledging them and giving people a space for that means that you can increase trust faster.

Pete Mockaitis
Well, yeah, that’s a really interesting framework right there in terms of, “Can you pass me the salt?” I mean, that is like the tiniest bit of vulnerability but, at the same time, it’s like, “Look, I’ve got some stuff sizzling on this pan. This is the perfect moment I need the salt and, yet, there’s 12 people in the kitchen, I can’t reach it right now, so hook me up.” So, that is a little something and I see how that takes you there.

So, let’s zoom way in on these bits. So, some says, “I’m so stressed, I’m so overwhelmed, I’m tired. I’m worried about this thing. My toddler has been screaming all afternoon. He’s driving me nuts.” So, someone puts one of those out there, let’s hear some best-practice responses.

Jon Levy
And I also want to add something that, for some people, saying, “I got a promotion” is a vulnerability loop.

Pete Mockaitis
Got you.

Jon Levy
It has to do with the level of comfort that somebody feels.

Pete Mockaitis
Yeah, that’s true. Like, if someone disclosed a financial item to me and I’m trying to keep it as vague as possible and respectful, and I can tell, it’s like, “Whoa, that is vulnerable” in that I know that something about your situation that is surprising and could cause me to look at you in a different light, better or worse, like, “Holy crap, I didn’t know you were so loaded,” or, “Oh, dang, government assistance, I didn’t know you were really struggling.” Either way, it’s vulnerable and it could be vulnerable in a positive way.

Jon Levy
Yeah, it’s super interesting. And the issue is that, in general, we don’t flex the vulnerability muscle in a great way. Part of it is that we can accomplish a vulnerability loop both by paying attention when other people are opening them or by us opening it in a way that gives them an opportunity to close it. So, if I said, “You know, Pete, I am so impressed with what you’ve accomplished with this podcast. I tried to launch a podcast a while back and it was, I did a bunch of episodes and I just didn’t have the energy to keep it going. I’m beyond impressed.” That in itself is a vulnerability loop. I just called one out on myself.

Pete Mockaitis
You’re right. And it’s easy to let them just blow right past you, it’s like, “Hey, man, you’re not that lucky. You just got to keep on hustling and grinding and get a good team.” It’s like, okay, that actually did accomplish nothing in terms of like relationship-building.

Jon Levy
It blew it off. It said, “Yeah, yeah, yeah, I’m whatever,” on your opinion of me. And so, we aren’t really good with that kind of stuff, and the issue is that when we mess up or think we’ve messed up, which is more common than actually messing up, like an overshare, then we get scared to do it again, and understandably which is uncomfortable. Vulnerability in its core is the willingness to be open to injury of some kind.

Pete Mockaitis
Right. Literally, vulneo, Latin, to wound. You’re right. And, in a way, boy, this is really a skill and you kind of got to slow it down at first, like, “Okay, okay. Oh, Jon is opening up a vulnerability loop here.” And so, sometimes, boy, I can overthink it so, let’s hear some best-practice responses. I guess it’s something along the lines of validation, like, “Yeah, man, it’s freaking tough. It takes hours and hours and hours, and then you feel like you got to deliver for an audience, like, “Where is my next episode?” and you don’t want to disappoint them, and so you feel that pressure. And then that pressure can get you all the more tired and overwhelmed. Okay, so that’s where like connecting to the emotion.

Jon Levy
That’s one possible sign. So, the other is, “Wow, thank you so much for noticing that. Most people just see the success and think it comes easy. And, I’ll be honest, I’ve clocked in sleepless nights trying to figure out how to make it better, and I really appreciate that you noticed.”

Pete Mockaitis
That’s good.

Jon Levy
So, there isn’t a one way to do it. I think the more important is to acknowledge it and give like a real answer or response. Here’s another kind of fun thing about trust that most people are unaware of. When you say, like, “Oh, what’s the most important aspect of a relationship.” Everybody always says trust.

Pete Mockaitis
That’s right.

Jon Levy
“Great. What is trust made out of?” And when you ask that question, people are like, “Like, being vulnerable? I don’t know.” And I didn’t know either until I researched this book. It turns out that trust is essentially made of, most researchers agree, three things, some say four. I like the three model. And it would be competence, your ability to do something; honesty or integrity, your truthfulness; and the third is benevolence.

Now, here’s what’s interesting. Not all of the three pillars are equally weighted or important. So, for example, let’s say you have an episode and it bombs. Do your listeners go, “Oh, I can’t trust him to deliver anymore,” or do they seem like, “Oh, that one was just okay, whatever, and he’ll be back to normal. He probably got his second COVID shot and had an off day”?

So, you can see that you can breach competence and it’s not a big deal. But if you were to breach honesty, like somebody lied to you, you would probably doubt everything that they say moving forward, but there’s kind of like this funny loophole. So, let’s say the two of us were walking down the street and it’s like a year from now and we can congregate in large groups at this point. And as we’re walking, I say, “Hey, Pete, do you mind if we stopped by a friend’s house? I need to pick something up.” And you’re like, “Yeah, sure.”

When we walk in, 40 of your closest friends jumped out and screamed, “Surprise!” Now, it would be super strange if you turned to me and go, “Jon, you just lied to me. We can’t be friends anymore.” Like, I clearly breached honesty, I did not tell the truth, but you were okay with it because I did for benevolent reasons.

Now, if you’ve found out that your doctor was getting kickbacks for giving you prescriptions, that’s a lack of benevolence. You’d be like, “That’s really messed up. I need a new doctor.” So, we can see that we value benevolence above honesty, and honesty above competence. And here’s what’s really interesting when I was doing all this research, I discovered that, apparently, and I’m very clearly not a Navy Seal as you can tell just by looking at me, that when the Navy Seals are reviewing potential candidates, apparently, they ranked them on their skill, their competence, and their team orientation, their kind of benevolence.

And if you scored very high on competence but very low on benevolence, or team orientation, then you’re a terrible candidate because it means that you’ll be very arrogant. But if you are very team-oriented and less skilled, they’d much rather have you because you can always upskill a person, you can train them, but what’s really hard is teaching somebody to be benevolent.

And so, I think when the important thing, and you see this to some degree with these vulnerability loops, is that human beings tend to trust when they feel that somebody has their best interest at heart and when they’re being honest, and competence can increase over time. And if you look at misinformation right now, and I know this is kind of a random side topic, but a lot of the misinformation that’s believed seems to be about, like, very wealthy elite people. And my hunch is that it becomes so believable because, although whoever is very competent at doing things, my hunch is the people that believed these things, like they’re trying to microchip us or whatever it is, don’t necessarily feel like that they’re benevolent.

And so, I think that that’s a lot of the issues that we’re facing, is that when the narrative around our relationships are non-benevolent, it’s really hard to trust. In competence, we can kind of get over.

Pete Mockaitis
Yeah, yeah. You know, that’s interesting because I remember when I fired somebody, there was some incompetence going on for a while and I was like, “Okay, we got to work on it. We got to work on it.” And then I remember there was some hourly reporting going on, and in a conversation I had with her about what seemed like over-hour reporting, she over-reported the hours she spent having that conversation with me.

Jon Levy
Oh, my God, that’s amazing.

Pete Mockaitis
I was like, “You could see the timestamp on the Skype and we’re talking about the thing right now.” It’s just sort of like, “I just don’t have any hope that this can be turned around. I guess we’re done here, you know.”

Jon Levy
Oh, my God, that’s so awkward. Oh, but I think that that’s a perfect example of hourly reporting is a vulnerability loop, right? You are literally saying, “I trust that you are going to be respectful of my business, my work, my livelihood, my ability to support my family, and I’m going to trust you to accurately assess your work.”

And what’s interesting about this one is that it’s not up to debate. You either, like an hour is a length of time that you can measure. Like, sure, maybe you got up to go to the bathroom, whatever, like you’re allowed bathroom breaks so I’m not like measuring that. But she breached that vulnerability loop, like trust was fundamentally reduced to the point that it’s not acceptable to keep working together.

Pete Mockaitis
Yeah, right. So, I mean, that just rings true in terms of benevolence trumping honesty, trumping competence, because competence, you know, I was being lenient for a good while there. So, insightful stuff, Jon. Well, tell me, anything else you want to make sure to mention before we shift gears and hear about some of your favorite things?

Jon Levy
This has been super interesting exploring the idea and I loved that you brought up an example. And the book is, like I mentioned, super fun. It explores how human connection, trust, and belonging are really the greatest predictors and kind of breaks down the signs and stories of how to bring it to life.

And I think one of the interesting things is that we did a deep dive into how to actually accomplish it digitally because, right now, teams are really having a tough time at distance, maintaining culture, of feeling of belonging, and so that was super interesting on how to actually accomplish it.

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

Jon Levy
“If you wish to improve, be willing to be thought as stupid and foolish.” Epictetus. So, I cannot count the number of times I felt like an idiot. I’ve embarrassed myself more times than I can count. I have opened more vulnerability loops that were never closed. I have put myself out there, leaned in for the kiss in my early days, before I was married, and was rejected. Like, you put yourself out there like some romantic trope and then you’re like, “Oh, no, we’re best as friends.”

So, the fact is, that human beings function in like an anti-fragile process, meaning, “I dropped a glass, it breaks. It’s fragile.” But human beings are anti-fragile, which means that when we apply pressure to ourselves, we get stronger. We lift weights, we get stronger. We try and learn to interact socially, it’s embarrassing at times but we get stronger. And so, I love that quote by Epictetus.

Pete Mockaitis
And how about a favorite study?

Jon Levy
There’s two that are kind of fun. One is by Gilbert. I think he’s at Harvard. He’s kind of like the leading happiness researcher. And what he did was he had people take a, I think it was a series of Monet prints, I think it’s like six of them or 20 of them, whichever number it was. And he said, “Oh, please organize these from most appealing to least appealing.” And then he, essentially said, “Oh, I have number three and number four. You can pick one of them to take home with you.”

A week later, they came back and they had them reorganized, the print order, or put it in order again from most to least, and number three, which is what most of them took home, became number two. And number four became number five. So, essentially, making the decision or commitment actually changed people’s preferences.

Now, people argued, “Oh, that’s because they have the print and they remember it.” So, he repeated the experiment in one of these centers for people who can’t form new memories, like 50 First Dates or Memento. And so, he comes in, does the experiment, walks out of the room, walks back in, the person doesn’t remember them anymore, doesn’t remember the experiment, and then has them order the pictures again. And somehow number three becomes number two, and number four becomes number five.

That means that our decisions and our preferences can actually be rewired based on our actions independent of our memory, which means that our preferences are malleable and it’s kind of silly because we view ourselves as the person who likes this drink, and likes this activity. But maybe if we just made a slightly different decision one time, we could learn to like anything. And I think that that’s totally wild.

Another study I kind of like is called the Pratfall Effect. So, for the listeners, you know how like in romcoms, people love the hapless fool that falls over themselves, like one we want to cheer for? A study was done that looked at people going into job interviews and had some people spill a bit of coffee on themselves, and it turns out that they were rated as better and more preferable because they were human. It’s kind of like that vulnerability loop that I was talking about.

So, it turns out that being a little silly, or falling on yourself a bit, or having these moments that humanize us, actually get people to like us more. So, the things that you’re probably embarrassed about are probably working in your favor.

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

Jon Levy
So, my name is Jon Levy, and I’m pretty easy to find on all the social platforms. I’m jonlevytlb across Instagram, Facebook, Twitter, Clubhouse, if that’s still a thing. Who knows? It could be gone in a week or whenever. And my website is JonLevyTLB.com, and the book is called You’re Invited: The Art and Science of Cultivating Influence. So, feel free to reach out. There’s also a bunch of games on my website for people who want to connect better digitally, and they’re a ton of fun.

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

Jon Levy
Yes. So, people tend to be most engaged when they’re doing something just outside their skillset, like that point of slight discomfort. So, my encouragement is for you to look at the different aspects of your job and ask yourself “What would make you just slightly uncomfortable? What would be exciting for you to try and do?” Maybe that’s go to your boss and say, “Hey, I would like to do a presentation in front of the team.”

Even if it’s not a necessary presentation, just building up that skill because it’s exciting for you is super beneficial. And having like a playground to do it in and that’s safe is essential. And so, whatever that area that makes you a little bit nervous and excited, find that and go and pursue it just so you can develop better skills.

Pete Mockaitis
All right. Jon, this has been a treat. I wish you much luck and fun in all the ways you’re cultivating influence.

Jon Levy
Thank you. And this is an absolute blast. Thanks for having me on and for sharing your stories with me. It’s a pleasure.

666: How to Build Trust and Connection through Digital Body Language with Erica Dhawan

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Leadership expert Erica Dhawan helps decode the new cues and signals that make up digital body language.

You’ll Learn:

  1. The new cues and signals to look out for
  2. Rules for emojis in emails
  3. The Zoom rule to keep everyone engaged

 

About Erica

Erica Dhawan is a globally recognized leadership expert and keynote speaker helping organizations and leaders innovate faster and further, together. Erica has spoken, worldwide, to organizations and enterprises that range from the World Economic Forum to U.S. and global Fortune 500 companies, associations, sports teams, and government institutions. Named as one of the top management professionals around the world by Global Gurus, she is the founder and CEO of Cotential – a company that has helped leaders and teams leverage twenty-first-century collaboration skills globally. Her writing has appeared in dozens of publications, including Fast Company and Harvard Business Review. She has an MPA from Harvard Kennedy School, MBA from MIT Sloan, and BS from The Wharton School. 

Resources mentioned in the show:

Thank you, sponsors!

Erica Dhawan Interview Transcript

Pete Mockaitis
Erica, thanks for joining us here on the How to be Awesome at Your Job podcast.

Erica Dhawan
Thank you so much for having me, Pete.

Pete Mockaitis
Well, I’m excited to talk about Digital Body Language, but, first, I want to hear a little bit about your body of work in the realm of Bollywood dancing. What is the story here for you?

Erica Dhawan
I grew up as a shy and introverted girl in Pittsburgh, Pennsylvania, and for most of my life, I struggled to find my voice. You couldn’t even realize I was there. Every teacher from kindergarten to 12th grade often said, “Erica is very studious and gave me straight As,” but every teacher had the same feedback, “I wish Erica spoke more in class.”

One of the things though that I loved and that really allowed me to connect with others was dancing. And coming from an Indian background, one of my biggest passions is Bollywood dancing. But with my passion and my work around connection and my research around how we really connect in today’s world, I found that so much of it comes not just through our heads but through our hearts.

And so, some of the things I love to do is not only Bollywood dance myself, but bring the spirit of dance and movement to my audiences as well.

Pete Mockaitis
Well, fun. So, then let’s talk now about body language, or specifically digital body language. You’ve got this book here about digital body language. Can you share with us what’s perhaps the most surprising, fascinating, counterintuitive discovery you made along the way as you were putting this together?

Erica Dhawan
One of the things, or knacks, that allowed me to find my voice, beyond just dance, was understanding body language and the importance of it to build connections. But as I used the power of body language to get great competitive jobs and accelerate in my career, I started noticing something over the last few years that was pervading workplaces and people’s family lives – there was no rulebook for how we showed body language in a digital world.

And it led me for the last four years to study what I called digital body language, which are the new cues and signals that we send in our digital communication that really make the subtext of our messages, whether it’s punctuation, response times, how we sign up an email, to how we showed up on a video call.

One of the most surprising things that I learned while writing my book Digital Body Language is I originally wrote it thinking that it was really an additive benefit or skill in addition to traditional body language. It was something you need once you learned the basics of traditional body language. But what I really realized, as we’ve unlocked our digital shift over the past year, is that digital body language is now changing the way we use traditional body language.

My research is showing that even when we work face to face, moving forward, we are more likely to look down on our phones multiple times, to miss the lean-in in a sales conversation, to think in bullet points and expect others to speak in bullet points, and we are missing a lot of the traditional cues of the head nod, the lean in, the direct eye contact that we used to have. So, digital body language is not just how you show up on a video screen or how you send emails, it is truly changing how we make others feel not only online but even in live meetings in our new normal.

Pete Mockaitis
Okay. Well, so there’s a lot in there, and that’s exciting. So, you talked about the word rulebook so I want to dig into lots of the precise do’s and don’ts and the implications of them. But before we go there, could you maybe share with us a story about someone who’s able to transform their digital body language and see some cool results from that?

Erica Dhawan
One of the best examples from my own research on digital body language that I feature in my book is about a leader named Kelsey. She works at a large company, and Kelsey is someone who really cares about her people and leading her team. But one of the things that she got was some negative feedback through a performance review that her empathy was weak.

And I started coaching Kelsey, and when I started working with her, I started to look at all the typical markers of subpar empathy: poor listening skills, lack of engagement. And I found that Kelsey was actually fantastic at all these things. She showed her team that she was engaged in the room with them. She would ask for their input repetitively. She would try to bring in her introverts and her extroverts. But I realized what was missing was a whole new set of things that weren’t the traditional cues of empathy.

She would look down at her phone multiple times during meetings, multitasking, or signaling to her team that she wasn’t necessarily always paying attention, thinking that it was important to be responsive, not realizing that was impacting how her team felt valued. She would send one-liner emails that were brief and no context, thinking that she was responsive but actually had a major impact on her team not having a clear understanding of what they needed to do next.

Another thing she was doing was repetitively canceling meetings at the last minute, and her team would feel devalued. So, while Kelsey’s traditional body language was actually quite good around empathy, her digital body language was abysmal. So, we did a few things to really help solve some of these challenges. The first thing we did, and I’ll describe them as sort of three tenets of digital body language, is follow one of the first tenets, which is what I call reading messages carefully is the new listening.

Instead of rushing to respond to things, she took a second, thought before she typed, and would send all her messages to her team with clear response expectations, made sure that she could read it a second time for not only what she was thinking in her head but how others may interpret her messages, especially some of her junior employees.

The second thing that she did, which was critical, is she practiced the tenet that I call hold your horses, which means less haste equals more speed. So, she focused on not rewarding the fastest person to respond in her team meetings but the most thoughtful ideas. And the way that she did this was she started to send agendas before those meetings. She was more thoughtful instead of chronically canceling.

And she had said, “Before the meeting, I want you all to think about these questions.” And then, in the team meeting, she had everyone go around and share their responses. And now, in video calls, she had everyone share in the chat tool so that they weren’t turn-taking and then she would call on the people that had the most different ideas. This allowed her to avoid that culture of group think and create that thoughtfulness.

And then the last thing she did is she was more thoughtful about how her team could find their voice especially in different medium. She found that sometimes, while she was really good with introverts and extroverts face to face, sometimes in digital mediums, they needed more engagement. So, she had a rule where she said, “If you have an idea that isn’t in this meeting on Monday, I want you to send it to me on Friday.”

And what it would do was it would force her to think, it would force her to not just reward the quickest person to respond, and it would allow her introverts to actually bring their best ideas to the table. So, those are just some quick examples of how what we all knew what was implicit in traditional body language, now has to be explicit in our digital body language.

Pete Mockaitis
Well, thank you. So, there’s a lot of specifics right there in terms of do’s and don’ts to bear in mind. So, let’s zoom right in to some more of those in terms of what are some key do’s and don’ts that you see all the time and make a world of impact when we make an adjustment there?

Erica Dhawan
Let’s start with the do’s. The first do is value others visibly by valuing their time. Don’t chronically cancel, send agendas, be thoughtful of people’s time. The new art of respect is honoring people’s time, inboxes, and schedules. So, so much of this is really around watching the clock of starting meetings, ending meetings on time, acknowledging those differences, and showing that you recognize others and value their time and engagement with you. There’s so much hidden costs in the emails we send back and forth.

The second do is to communicate carefully. Take a moment to think before you type. Another story I’ll share is I once had a client who sent a message to his boss Tom that said, “Do you want to speak Wednesday or Thursday,” and Tom’s response was, “Yes.” Now, Tom was probably rushing, he thought it wouldn’t offend his colleague, but reading carefully is listening, and writing clearly is empathy, so communicate carefully.

The third do is collaborate with confidence and understand that confidence today is being consistent in your messages. You don’t want to create cultures where people have to chase you down, and being consistent. Even if you don’t have any answer but having a cadence for following up matters more than ever.

And the fourth do is trust others and assume positive intent. Especially in a digital body language world, there are cases where we get all caps emails, we’re feeling someone is shouting at us. Or those emojis that feel a bit passive-aggressive, stay in the place of reason, don’t get emotionally hijacked, and choose thoughtfulness, and giving others a benefit of the doubt.

Now let me give you three don’ts.

Pete Mockaitis
Oh, if I could just, because you said emojis, and that was on my list, so let’s just go there. So, emojis can come across as passive-aggressive. How do we think about emojis at work in terms of like, “Never use them,” or, “Use them freely,” or, “Use them only under these circumstances”? What’s your take?

Erica Dhawan
So, emojis are like our true body language facial expressions. And they do bring emotion, nuance, and tone to digital messages that are absent of the body language which makes up roughly 75% of nonverbal communication. I recommend using emojis carefully and knowing your audience when you’re using emojis.

Emojis can actually provide great benefit. They can showcase happiness. They can showcase gratitude with your team. The best way to decide when you should use emojis, how many you should use, how carefully you should use them, is by answering two questions. The first question is, “How much do you trust this person?” If there’s high trust, don’t be shy. Use your authenticity and maybe throw in that emoji. If there’s low trust, maybe be careful. First, mirror the other person’s formality, and then decide when might be that right moment to sprinkle in an emoji.

The second question to answer is, “How much of a power gap is between the two of you?” Is this a CEO who’s in their 60s and you’ve never met in person that you’re sending an email to, or is this a cousin or a friend? These simple things will help you decide power and trust levels whether to infuse that emotion or not. I would say that over the last year, we’ve seen a much higher degree of using the power of emojis and I really encourage it to show your authenticity, again, in places where there is high trust and little differentiation in power dynamics.

I’d also say that we’re seeing a lot more senior leaders throwing in those emojis or two, and I think that it can be really great to infuse a sense of emotion or connection. There are times where you’ll want to make sure you avoid them, sensitive periods where there’s difficulties, situations where…

Pete Mockaitis
“You’re firing 20,000 people…” yeah, I hear you. There’s sort of heavy gravitas elements that the emoji brings a lightness to, a lightness that ought not to be brought to that sort of thing. I wanted to ask, you talked about the power gap in the senior leaders. If you are the more senior person, does that kind of nudge you towards feeling more free to use emojis in communication with the junior folks as a means of making things seem lighter, freer, more open? Or, is it…? What’s your take there?

Erica Dhawan
I think that senior leaders have a great opportunity to sprinkle in that emoji or two to actually create connections. In my research, what I found is that we are all in different wavelengths of digital body language. On one end, there are digital natives, people that are very savvy in these tools, they grew up using emojis in high school, in college. And then digital adopters are the other category. These are people that are learning the new road of digital body language as we go. They never used an emoji for 20 years in workplace culture, and then they might start to try this, which feels like a big leap for them.

To give you a similar parallel example. My father is a digital adopter and I’m a digital native, and when my father sends me a text message, it starts with “Dear Erica,” and ends with “Love, Dad,” and I just scroll through it because it’s as long as a letter, and I haven’t quite taught him that a text is not a letter. But we have to understand that maybe some of our senior leaders are similar to my father. They’re new to these things.

And so, check your own bias. If you’re a leader, sprinkle in an emoji or two. It may actually bring more connection with your teams but know that there are some things that actually may go too far. One head of HR that I interviewed said that she remembers a moment when she changed her communications from an exclamation point to an emoji, and it was like a rite of passage, and it was a big deal. Whereas, for maybe a millennial or a Gen Z, it’s like a simple thing to use every day.

The other thing she learned though is she wrote adorbs, like adorable, but adorbs in an email with one of her millennial coworkers, she is a Gen Xer. And that millennial said, like, “I was uncomfortable with adorbs because you put it an email, and I feel like email is formal. And to you, email was actually more informal.” And so, not only do digital adopters and digital natives have different styles around when to use these punctuation or symbols, but even they have different norms around where to use them by channel.

Pete Mockaitis
Well, yeah, and it sounds like you’re sharing some really great principles here which are, in many ways, universal, but in some other ways individuals are going to have their own particular preferences, proclivities, nuances, and that’s just how they are. Like, that would not have even occurred to me. Like, “Email is a more formal channel. I prefer not to hear adorbs.” I guess I’m…how old am I again? I’m 37.

Erica Dhawan
You may be more of a digital native. And I find that it’s not just age-based. I know 50-year-olds that are digital natives at heart and 35-year-olds that want perfect punctuation in text messages. One fun fact is a research study showed that if you put a period at the end of a text, certain Americans will think you’re angry or passive-aggressive, other Americans will think you’re just using good grammar. And that’s just a very good example of how, similar to emojis, we are not all the same. We are all learning the brave new world of digital body language, so it’s important to check our bias to not read into things, and to really give others the benefit of the doubt.

Pete Mockaitis
Yeah. Well, let’s talk about not reading into things. We’re going to talk about the don’ts here, so let’s start with that one and maybe hear a few more don’ts. Let’s just say our brain just start to go, like, “Wow, what’s up with that text, or Slack, or email that just said, ‘Okay.’ Are they mad at me? Did I screw up? Do they think that I’m trying to undermine them?” So, anyway, our brains just make up these stories and they go running. How should we deal with the internal game when that pops up for us?

Erica Dhawan
So, with the lack of that tone and body language, if you get that message and you see that someone is on the verge of tears, you know that they have good intent but if you can’t see any of those cues, it’s easy to get lost in our minds, caught up in rumination or paranoia. So, here’s a couple things that you shouldn’t do when you get that message.

The first thing you should not do is you should not respond immediately with another passive-aggressive, not react with a more passive-aggressiveness. Instead, stay in the place of reason, sleep on it. I like to call it the pregnant email pause. Sleep on it overnight and come back to it when you’re not as emotionally hijacked. You’ll come back to it refreshed. If you want to write something back, maybe draft it, and then come back to it later.

Another thing that you can do is just pick up the phone. Don’t use email back and forth if it’s not really working for you anymore. Know when it’s important to pick up the phone. I like to say a phone call is worth a thousand emails and there are certain cases where it matters more than ever to do that. That’s the first big don’t.

Pete Mockaitis
And to that point about the phone call, I think that that’s so…it is so powerful and it can be worth a thousand emails in the sense of kind of upstream and downstream in terms of positive or negative. And like when you call, and you say, “Hey, we said okay. I was wondering if maybe we’re thinking X, Y, Z.” And then maybe that can open up a really important emotional conversation, like, “You know, I’m sorry. I’m really stressed about these things. You’re doing a really great job. I’ve been really short with people.” And then you just really strengthen that relationship because you were able to go there. Or you can just have a quick laugh, like, “Oh, no. No, I didn’t mean that at all. No, that’s funny. We’re all good.”

Erica Dhawan
Yeah, someone is trying to be funny and it didn’t go well online.

Pete Mockaitis
So, it’s like that, even if there’s nothing there, taking the time to make the phone call can just go miles in terms of enriching that relationship, so I love it.

Erica Dhawan
That’s absolutely right.

Pete Mockaitis
Thank you.

Erica Dhawan
And digital body language is just as much about knowing when to have the video call, the phone call, the live meeting, the email, or the IM, or the text as it is, what we say in each of those mediums. I like to say the choice of communication medium is like the new measure of priority, complexity, and urgency. If it’s really urgent, know when to send a text or make that quick call versus an email. If it’s high complex, it’s very important to know when to have that video call with nuance, with SlideShare, or send a detailed email. And if you’re familiar with this person, knowing when you can just pick up the phone versus sending the long email, or where you have to work with their assistant to schedule something on a calendar.

Pete Mockaitis
All right. Great. Thank you. Let’s hear some more don’ts now.

Erica Dhawan
Don’t multitask. Multitasking is rampant right now. We are all feeling not only Zoom gloom but constant fatigue, endless emails. What I really recommend to avoid this just endless feeling, like we’re constantly in meetings, and we have to multitask to just get through the day, is initiate what I call the Zoom BCC just as much as we do the email BCC.

If you’re in a lot of meetings, if they could be shorter meetings, first have less meetings. Instead of making them 30 minutes, make them 25 minutes, then you’ll see you can make them 20 minutes. And then if you have a lot of people on there that don’t need to be on there anymore, initiate a BCC rule on Zoom where you can loop people out just like we do on email. This will really avoid multitasking and really get individuals engaged.

If you’re in a meeting where you feel like you want to multitask because you’re not being engaged, start the meeting with, “What’s the agenda here and how can I help?” Be proactive to make sure that you’re valued, otherwise you don’t need to be there, versus feeling a fear or guilt. And if you’re the host of that meeting, always start with, “Here’s what’s success looks like. Here’s why I need all of your input. And if we’re able to get through this in 15 minutes, then we’ll end 10 minutes early.” Simple things like that will quickly avoid multitasking which is, as we all know, is pretty rampant.

The last thing I think is important is just don’t constantly be in a rush. We are living in a world where rush responses are often prioritized, as I said earlier, over thoughtfulness. Take the moment to really reflect on, “What is a working session that really needs group thinking versus group think?” instead of just saying, “We need to talk next Tuesday because that’s the next opening on our calendar.”

We are not robots and we can’t live or adhere to what our Outlook or our Gmail calendar is saying. We need to think about what will best serve the task at hand, and how we as humans need to process ideas and think through things before we actually jump from meeting to meeting.

Pete Mockaitis
And, in practice, if I want to implement this Zoom BCC action, how would I go about pulling that off?

Erica Dhawan
One of the best ways you can initiate the Zoom BCC is have a rule in the chat box on a video call when individuals do not need to engage anymore or they filled their part of the meeting, just write, “BCC: Sam, John, and Mary,” and then they have the liberty to BCC out of the meeting. That’s just a simple way to do it. I love the power of the video call chat tools because you’re avoiding turn-taking and allowing individuals to engage all at the same time.

Pete Mockaitis
And so, just for any listeners who aren’t quite picking up what we’re putting down and intricate for my understanding. Erica, when you say BCC, it’s much like when in an email we perhaps move the person who introduced us, like Dorie Clark introduced us, thanks, Dorie, we move them to BCC such that they are not privy to all of the back-and-forth subsequent emails about scheduling or whatever that we’re doing. And so, we’re using that as a shorthand then within the Zoom chat to say, “Hey, thanks for that which you have contributed. If you would like to exit now, you’re free to do so.”

Erica Dhawan
Exactly right.

Pete Mockaitis
Okay, cool. And so, it’s kind of nice as a cultural shorthand, they’d say, “Oh, okay. Got it.” Just like, “That happens in email, that’s what’s happening now, and I appreciate you respecting my time, Erica, and giving that back to me and I’m going to go do my thing.” Or they might say, “No, actually, this is riveting stuff and I really want to see what happens and I’m excited to contribute a few more ideas,” then, by all means, you stick around and it’s all good.

Erica Dhawan
Absolutely. And I think that’s the opportunity here. What we’re often finding is what happens when people don’t feel like they’re contributing anymore, they start multitasking on the call, and then people see that, and then other people multitask, and it just creates a disengaged scenario. And so, really being thoughtful about this can go a long way.

And, again, we are living in the wild, wild west of how we innovate around digital body language, so use your own creativity. With some of my clients who have read the book Digital Body Language and we’ve run workshops we’ve initiated email acronyms. For example, on subject lines, leaders are using 2H which means “I need this in two hours,” or, 4D which means, “I need this in four days” so that person doesn’t feel that like they have to rush; they have four days to actually think about it and then come up with the best product.

Another example of an email is one of my favorite acronyms NNTR which means “No need to respond.” That simple email acronym can avoid 15 thank you emails or okay emails. And this is not trivial, it’s actually valuing other’s time right now. Another one of my favorites is ROM which means “Respond on Monday,” especially if you’re a senior leader who’s sending an email on a Sunday, you don’t want to blast your team member’s weekend. Let them know ROM that they can respond on Monday. That can go a long way not only for you to get better ideas from them but foster wellbeing.

Pete Mockaitis
Oh, certainly, yeah. And it’s just very clear because it’s ambiguous, they say, “This doesn’t seem super urgent but then, again, why are you sending it to me on a Saturday or a Sunday? And maybe you just had a good creative spark or maybe it is urgent and I can’t quite tell even if I’ve spent that couple minutes trying to figure out if it is or not urgent by reading between the lines.” It’d be great just to have that clarity at first, like, “Oh, I don’t even need to open this subject line that’s tantalizing me because see that acronym. That’s great.” Thank you.

When it comes to multitasking, I just want to get your take about how you say we see other people multitasking on like a Zoom call, and then that just sort of brings down the energy and the commitment focus level from others.

And I think what’s funny, I think most of us notice but some of us don’t apparently, which is that we can tell when you’re multitasking because we can hear the clicking, or if you’re in a Mac or something, like the “thunk, thunk, thunk” trackpad clicks, or see your eyeballs they’re like reading texts elsewhere kind of on the screen as opposed to listening to the person. And so, even with the mutes or whatever, there are many ways it becomes clear that you’re multitasking. So, public announcement there, we know you’re multitasking. So, that’s there if you didn’t already know that.

Can you tell me what are some of the other telltale signs of that? And how does that bring down the energy of the group?

Erica Dhawan
I think that your example was brilliant. It is obvious when individuals are multitasking versus when they’re actually engaging in a conversation. And if you just write even just like, “Oh, I agree” in a chat, it’s kind of like, “Okay, are you really listening?” versus sending something thoughtful around what was just said that will proactively contribute to the conversation and adds to it.

I want to answer this in a few ways. First, I’ll answer “What are some of the common cues of multitasking?” but then I want to answer, “If you are the meeting host, how do you avoid this from happening from those attending your meeting?”

So, common cues of multitasking, people are just not on video even though that you asked for people to be on video, or most of the people are on video. I think that there are reasons people aren’t on video, but if it is a meeting where everyone else is on video, take a second to think about the fact that other people may think you’re multitasking even if you’re not.

Another cue is just never looking into the camera at all and always looking down or somewhere else. A research study showed that making eye contact happens about 30% to 60% when we’re face to face. In body language, we want to actually, when we’re speaking, look into the camera about 60% to 70% of the time. Even though we can’t see everyone, they can feel a connection with us, so it does really help. The third is being someone who, when you’re called on, is sort of like, “Oh, what do we need again?” or, “Can you say this again?” Those are great examples of just the multitasking phenomenon that is existing.

So, how do you overcome some of these challenges if you’re a meeting host? Number one, before the meeting, I like to say the meeting calendar invite is like the new first impression. It sets the agenda for how people will behave in your meeting. So, in that meeting invite, have a clear meeting title, have an agenda, write in there some norms, “We’d like to have everyone on video. If you can’t join on video, let me know beforehand that you can’t.” Like, instead of creating the opt-in, create the opt-out of, “Here are the norms,” and people are automatically engaged more.

In your agenda, identify ways where you can actually solicit other individuals to lead parts of the meeting or to be prepared to speak around specific questions that you want them to discuss. Then, at the beginning of your meeting, when everyone is on, actually start with, “Here’s the agenda. I’m going to call on people randomly.” Encourage that. Just like we did in an office. Like, we don’t have to be polite. This is how we meet. And simple things like that will change behavior as well as using the chat tools, say, “I’d like everyone, as we’re discussing this, to share their responses in the chat. We’re going to wait till everyone shares in the chat. And then I’ll call on people that have different perspectives.”

And this is a great way as well for people to just pay attention and make sure that you’re truly soliciting that input from everyone. So, those are just some examples. Again, it’s not going to be perfect, but knowing how to engage the group thoughtfully and then knowing when to Zoom BCC them out, because otherwise it will create multitasking, can go a long way and just having great, good body language.

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

Erica Dhawan
My new book Digital Body Language is out May 11th. If you want access to some tools around it, if you go to EricaDhawan.com/digitalbodylanguage, I have a digital body language quiz that will help you assess yourself on some of the categories I talked about: valuing others visibly, communicating carefully. It’s free for anyone. And I hope you’ll check it out, take it with your teams, and understand whether you’re a digital native or a digital adapter. 

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

Erica Dhawan
My favorite quote is from Maya Angelou, and I’ll share it with you, “I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” And what I find so inspiring about that is that this is a moment that we can help others feel heard, respected, and understood with digital body language.

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

Erica Dhawan
I recently ran a study of 2,000 office workers, and one of the greatest insights I found from the study was that the average office worker cited that they were wasting four hours a week on poor, unclear, and confusing digital communication. If we equate that up to the US GDP alone, that is $889 billion in wasted salary alone.

Pete Mockaitis
And a favorite book?

Erica Dhawan
My favorite book, most recently, I have many, is Choose Yourself by James Altucher.

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

Erica Dhawan
My favorite tool is the Calm app. I really believe in the power of meditation and connecting not only with our minds but our bodies. And I use it every single morning for a quick meditation, and every afternoon for a five-minute meditation.

Pete Mockaitis
And a favorite habit?

Erica Dhawan
Yeah, my favorite habit is to wake up every morning and have a big glass of water with a Nuun tablet. Hydration is everything. It has changed my life. And if you are not drinking eight glasses of water, go for it and you will see immense results.

Pete Mockaitis
Well, hydration is actually one of my hobby horses, I guess, so you said it was transformational. Explain.

Erica Dhawan
I was constantly tired for most of my life throughout the day. I’ve been addicted to coffees, teas, chocolates in the afternoon, and after I became a mom of two kids, I have two kids under three years old, I realized that this could not be fixed with caffeine. Caffeine is just another addiction and I needed to change my habits. And so, I started to experiment with lots of different things, but the one that has really worked is just drinking more water. And I found that I don’t love to just drink glasses of water, but I started to use electrolyte tablets, like Nuun and others, and just that simple dose of not feel like water, warm water, but a little more fun goes a long way in helping me hydrate, keep my energy up throughout the day.

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

Erica Dhawan
In terms of all of my work, I think one of the most important nuggets that has connected most was the quote I shared earlier, “Reading messages carefully is the new listening, and writing clearly is the new empathy.” We are living in a new world of how we connect and build trust. And, as I shared earlier, I think what was implicit from body language now has to be explicit in digital body language. And I think that taking the extra steps to truly show empathy and care with simple actions like these go a long way in connecting.

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

Erica Dhawan
Folks can learn more on my website at EricaDhawan.com, or my book website EricaDhawan.com/digitalbodylanguage, or you can just check out my Amazon page and find my books there.

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

Erica Dhawan
To be awesome at your job, it’s critical to get comfortable being uncomfortable, to be willing to ask for help, say what you know, what you don’t know, and be vulnerable, because when you are vulnerable, you’ll create the safe space to allow others to speak up.

Pete Mockaitis
All right. Erica, this has been a treat. I wish you lots of luck with the book and your digital body language and your many other adventures.

Erica Dhawan
Thank you so much.

665: How to Make Lasting Change – According to Science – with Katy Milkman

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Behavioral scientist and Wharton professor Katy Milkman reveals how behavioral science can help you make changes that stick.

You’ll Learn:

  1. The top obstacles of change–and how to overcome them 
  2. How to overcome your impulsivity 
  3. How you can make your laziness work for you 

 

About Katy

Katy Milkman is the James G. Dinan Professor at The Wharton School of the University of Pennsylvania, host of Charles Schwab’s popular behavioral economics podcast Choiceology, and the former president of the international Society for Judgment and Decision Making.  Over the course of her career, she has worked with or advised dozens of organizations on how to spur positive change, including Google, the U.S. Department of Defense, and Walmart. 

An award-winning scholar and teacher, Katy writes frequently about behavioral science for major media outlets such as The Washington Post and The New York Times. Her book How to Change: The Science of Getting From Where You are to Where You Want to Be came out two days ago! She earned her undergraduate degree from Princeton University (summa cum laude), and her PhD from Harvard University where she studied Computer Science and Business. 

Resources mentioned in the show:

Thank you, sponsors!

Katy Milkman Interview Transcript

Pete Mockaitis
Katy, thanks for joining us here on the How to be Awesome at Your Job podcast.

Katy Milkman
Thank you so much for having me. I’m excited to be here.

Pete Mockaitis
Well, I’m excited to learn how to change once and for all. You’ve literally written the book on this and I can’t wait to hear your insights.

Katy Milkman
Well, I’m excited to share.

Pete Mockaitis
Well, maybe to kick it off, could you share maybe what’s maybe one of the most surprising, fascinating, counterintuitive discoveries you’ve made about us humans doing behavior change while researching the book How to Change?

Katy Milkman
That’s a great question. I love starting with that question. Probably it’d be a study I ran at Google that had the most counterintuitive finding to me. And it was a study where, actually, my collaborators and I were trying to figure out if we could create more durable habits around exercise in people if we got them to build really consistent routines, which is what our read of the habit literature suggested makes habits sticky, like, “Always at the same time of day, I’m really, really grounded in that routine and now it becomes like second nature to me.”

And if we could build that, we thought, then we sort of let go and we’d see these lasting habits. So, we ran this experiment with Google employees where we basically, for a month, gave them rewards for either visiting the gym at the same time of a day, a consistent time that they’d said was ideal for them, or for any time, whatever they wanted. So, about half of their visits ended up being at a consistent time but the other half were all over the place.

Pete Mockaitis
And so, one group was rewarded only when they went during the time they said and the other was rewarded regardless?

Katy Milkman
Exactly.

Pete Mockaitis
Okay.

Katy Milkman
We actually varied the size of the incentives so we got variance in how often people went, and we basically ended up with two groups who went the same frequency but in different patterns. One is going very consistently, the other is more variable when they go. And then the question was, “What happens at the end of this month?” And we were sure, we knew, it was going to be the people who had that consistent routine, and we were wrong.

And what we found out is that the reason we were wrong is not that we had our model completely messed up, it was true that the people who had been really consistent in their exercise who would basically train to be automatons, the same time, same time each day. Those people actually were a little more likely to keep going at that same time, but if they didn’t make it to the gym at that time, they didn’t go at all.

And the folks who had built a more flexible habit ended up with a more durable habit because they went a little less often at that magic time, it was the best time each day for them, but they went at other times too, and at that they went more. And that was really surprising to us that, it turns out, and I write about this in the book, I call it the power of elastic habits. I really expected, from everything I’d read, that those consistent cues would be critical to durable habit formation but what we found instead was that it bred rigidity, and that if you’re going to get something done, you need to be flexible, and just say, “I’m going to do it no matter what,” not, “I’m going to only do it under this narrow set of circumstances.”

So, I think that’s really interesting and it was a really important takeaway and counterintuitive to me. Although, now it makes sense, in hindsight I can see why that’s important but it’s not what I expected. And we surveyed professors of psychology in all the top universities, and 80% of them also were surprised. They predicted strongly, “Oh, yeah, that consistency, that’s what we know about habits. Consistency breeds habit,” and it’s just not what we found.

Pete Mockaitis
Yeah. Wow, that’s striking. And so, well, there’s one gem right there, so thank you.

Katy Milkman
You’re welcome. That’s a great opening question.

Pete Mockaitis
Well, let’s zoom out a little bit in terms of, okay, your book How to Change: The Science of Getting from Where You Are to Where You Want to Be. Can you lay it on us sort of the big idea or key theme or thesis associated with this work?

Katy Milkman
Yeah, absolutely. So, the key idea behind this book is that there’s a lot, of course, of great books and a lot of great knowledge out there about how to change and, yet, it’s not getting us where we want to be for the most part. People are still looking for these kinds of books, still trying to figure it out, a lot of us aren’t where we want to be. And one of the things I have found in my career, devoted to studying this topic of where change comes from, is that I think part of the problem is we often don’t focus on what is actually obstructing change for a given individual, for a given challenge or a given goal they’re trying to achieve, and tailor the solution to that obstacle.

We sort of grab one of those big ideas off the shelf that sounds sexy and appealing, like, “Set big audacious goals and then break them down,” or, “Build a really tiny habit and piggyback.” Like, there’s all these ideas that are out that are appealing but they won’t work if they’re not solving for what’s holding you back.

So, that’s kind of the big idea behind the book. There’s all these different things that can be barriers to change, whether it’s, “I don’t enjoy doing the thing that I need to do to change,” or, “I keep forgetting to do the thing and flaking out because I’m too busy and it’s just, I can’t prioritize it,” or, “I’m having trouble getting started,” or, “I don’t have the confidence to change. I don’t believe I really can and that’s holding me back,” or, “My peer group is not showing me the ways to do it and is a bad influence.”

Like, what is the challenge and the solution then will be different. And we can make more progress if we actually diagnose what’s standing in the way, and then use the best science to solve that specific problem. And I see this all the time in my work with companies, that they have some behavior, “We want get people to save more for retirement,” or to get their flu shots, or to be more productive. Like, let’s just grab from this bag of tricks from behavioral science and we think we’ll be able to slap a solution on it, but if there isn’t an understanding of, “Well, why aren’t people saving? Why aren’t they productive? What’s holding them back?” that is matched to the solution, we don’t get very far.

Pete Mockaitis
Okay, that’s resonating a whole lot. I’m getting chills in terms of like there’s much truth here.

Katy Milkman
Thank you.

Pete Mockaitis
So, in a way, it seems like self-evident, “Well, of course, you should figure out what’s the challenge and address it.”

Katy Milkman
It does seem self-evident.

Pete Mockaitis
And, yet, we don’t.

Katy Milkman
It’s astounding how often we don’t, yes.

Pete Mockaitis
Well, can you lay it down, lay it on us then, what’s maybe the menu of categories of obstacles and the best practices for deconstructing or addressing those obstacles? And then, maybe even before we go there, how do we go about identifying it and zooming in on it very well? Because, for example, when you say, “Why don’t people save?” like, “Well, I just don’t have enough money. I don’t have any spare money to save. I guess we’re done.” And so, it’s like, “Well, no, not quite. I think we got to dig deeper.” So, yeah, let’s start there. How do I identify, like, what’s the crux of the obstacle here?

Katy Milkman
I think the answer is probably most people will recognize themselves and a specific problem when they see these different discussions.

So, for example, I mentioned it’s not fun. That’s a really common one. I don’t know if that’s not a super common one for retirement savings. Most of us aren’t like, “I want it to be fun to save. And I find it dreadful and dreadfully unpleasant in the moment to do it.” That’s more like exercising or eating right or really focusing at work instead of scrolling social media. But that’s a category of obstacle.

Another category of obstacle is, “I don’t see how I can do this. This doesn’t seem doable.” I think that’s a big one, and retirement savings is actually is like, “Wow, it doesn’t feel feasible.” And that can come down to confidence, it can come down to what you’ve seen other people like you accomplish, and how, if you’ve learned their techniques and skills for doing it.

Another category can be, as I mentioned before, just flaking out, like, “There’s just a lot going on and I can’t get this to the top of the list, and I keep spacing it when it’s time to actually setup the 401(k).” So, it depends on which one you see yourself in, and I think it’s not like a category of problem, it’s always the same answer for different people. For some people, savings is also about procrastination, like, “I mean to do it but tomorrow I’ll get around to do it,” and then tomorrow never becomes today.

So, I think the goal of the book is that the reader will be able to see themselves as they see the classes of challenges and see what the solutions are. And there really are some experimentation individuals have to do, like, “Oh, I thought this was right solution for me. I tried it. Oops, I had diagnosed my barrier wrong. Really, that wasn’t what was holding me back. It wasn’t that I wasn’t going to the gym because I thought it was incredibly unpleasant. It was that I just hadn’t made the time to do it with the right people and I didn’t have the right social network and the right structures.”

So, there’s different problems for different people even for the same outcome, there are some commonalities.

Pete Mockaitis
Well, so then it sounds like one way that you diagnose kind of like the core obstacle is you try something and you realize, “Hey, it turns out that wasn’t it at all. Okay.”

Katy Milkman
That’s one way. Hopefully, I think that will be one way. I also think another way will be looking, for the book and even for this conversation, and seeing yourself in the challenge. So, I do think people will be able to self-diagnose if they just give a little thought. I think normally that’s not the prompt we get. Instead, we get a solution, like, “Here’s your solution. This is going to work for you because it works for lots of other people,” instead of some thought about, “Why is it that I can’t motivate myself to do X.” And often, introspection is going to be enough. We’re not that hard to understand when we look internally in a lot of cases.

Pete Mockaitis
Well, so let’s say that if I am thinking about, “Hey, what’s my obstacle?” and then what I come up with is something lame, like, “No, I just don’t have enough time”? Like, what does that really mean and how do we get deeper?

Katy Milkman
Yeah. Well, “I don’t have enough time” isn’t the kind of obstacle that the book is about because that’s not an internal obstacle. So, the book is really about how are you holding yourself back. “I don’t have enough time” is an external obstacle, like the way you structure your life needs to change. And I think you’d get some ideas about that once you’ve read the book about, “Oh, okay, does that mean you really don’t have enough time or do you just need to restructure yourself and your life differently?”

But the book is more about, so, if you’re like, “I don’t have the resources,” that’s a different kind of challenge than, “I can’t get myself to and I need to find a way to get myself to do something differently.” Does that make sense?

Pete Mockaitis
Oh, I hear you. And I guess maybe you’re kinder than I am to our imaginary interlocutor here. I guess when I hear “I don’t have enough time” I guess I just don’t buy it as my default.

Katy Milkman
Oh, yeah. And it can also be like, “I don’t have a priority to do this.” So, the book is not to convince you that you need to change. The book is for someone who has a goal, they want to achieve it, they haven’t been able to get there, or maybe they haven’t tried yet, they’re ready to try, and it’s going to offer the best science has for them about how they can set themselves up for success.

It doesn’t guarantee success by any stretch changes really, really hard but, hopefully, I think my career has been devoted to understanding what is the best knowledge out there, what’s the best science out there on how we can change, and I’ve tried to put it all in one place so that, for someone who’s motivated and ready to give it a shot, it’ll give them the best chance available.

Pete Mockaitis
I hear you. And I think that precondition right there says it all in terms of, like, if you’re really motivated, “I don’t have enough time” is probably not going to be what you say is your obstacle because, by definition, you think it’s important enough to make some time, and it might just be tricky to actually figure that out in a calendar, like, “No, for real, where do these 30 minutes actually emerge from?”

Katy Milkman
Right.

Pete Mockaitis
So, maybe can you lay it on us, perhaps like the top three obstacles and some of your favorite solutions to those obstacles?

Katy Milkman
Sure. Okay, I can give you one that I love because I’ll probably pick on ones where I have done the most research personally which doesn’t necessarily mean they’re the most important ones but they’re the ones I find most interesting.

Pete Mockaitis
Okay.

Katy Milkman
So, one of them is impulsivity, and I’ve touched on this a little bit already and things I’ve said, which is like people are wired to look for instant gratification and to dramatically discount things that are good for us in the long run, which is why it’s so hard to drag yourself to the gym and eat that healthy food when there’s a pizza right next to it or a brownie calling your name, stay off social media, study for a test when there’s more exciting options that, even though you know clearly what’s good for you in the long run, is just not fun to do in the moment.

And I think one of the really interesting things research has shown is that people, generally, when they face a challenge like this to motivate themselves to do something that’s not that enjoyable in the moment but that’s good for them in the long run, our inclination is to just try to push through and look for the most effective way to achieve our goal.

So, if we’re, I’m going to go back to the gym, but there’s lots of places you can think about this, if you’re choosing to work out at the gym, most people are like, “I’m going to do the most effective workout on this first trip to the gym,” as opposed to an alternative, which would be, “I’m going to do the most fun thing I can do. I’m going to do the Zumba class. It’s not going to burn as many calories per minute maybe but I’m going to enjoy it.”

Same thing with healthy foods. We look for the basket of foods that’s most sinless as opposed to a healthy food that we actually enjoy eating. Or, you need to study and do work, like do you try to set up an environment where you’re really going to actually enjoy it? Maybe there are some people around that you’re studying with, or you’re in a coffee shop that you like, and you get yourself your favorite drink and you feel great. Or, are you just going to try to do it in distraction-free environment because that’s the most effective?

So, most of us think effective, and what research shows is we’re actually better off trying to do the fun workout, eat the tastier, healthy food even if it’s a little worse for us, and study in a way that’s a little less effective but more fun if we want to persist because we’re so wired for that instant gratification. We won’t push through, we think we will, but we won’t, if it’s not fun.

So, I think that’s a really important insight and it actually is really related to some work I did early on in my faculty career on something that’s a very specific solution to this. I call it temptation bundling. And the idea is only allowing yourself to enjoy some indulgence that you look forward to but maybe you shouldn’t indulge in too much, some guilty pleasure, while simultaneously doing something that’s good for you and productive so that now you start to crave.

Maybe it’s trips to the gym to binge-watch your favorite TV show, or trips to the library because you’re always going to pick up your favorite Starbucks Frappuccino en route, or folding the laundry or home-cooked meals because you’re listening to your favorite podcast at the same time. So, if you can temptation bundle, suddenly, this thing that was a chore, actually becomes something you look forward to.

And I’ve studied this and show that it can help people exercise more, and found in my own life, of course, that it also is very effective for solving all sorts of dual self-control challenges. So, in general, a principle is, make it fun, and then temptation bundling is one tool to do that, and the obstacle is when something isn’t instantly gratifying, and because of impulsivity, therefore, you aren’t making progress on it.

Pete Mockaitis
Well, I love it. And that just seems like a game-changing insight distinction right there. Because of our impulsivity, don’t go guns blazing for the most effective path, but rather the most enjoyable path if what you want is consistency and persistence, like, that’s huge. Thank you.

Katy Milkman
That’s beautiful, yeah. And I only gave you one, you asked for three. I was like, “I have to breathe in here.”

Pete Mockaitis
You’re allowed to breathe. Your temptation for breathing can be bundled to more insight, Katy.

Katy Milkman
I will breathe while giving insight, okay. A second one that I like, is actually, I’ll call it the getting-started problem. And that is even though we want to do something, or motivated to do it, like finding the moment where you’re like, “Okay, and now I’m going to take action. I’m going to do something. I’m going to do something about it. This is the moment action is beginning.” It’s hard to get over that hump from visualizing it to doing it.

And I had this really interesting conversation with one of the HR leaders at Google about a decade ago when I was visiting and presenting. It’s actually as a precursor to doing the gym study I mentioned earlier on habits, I was telling them about some of my other work on nudging better decisions, helping people through use of behavioral science, make better choices at work about everything from enrolment in 401(k) plans to getting flu shots, you name it.

And this question was, “Okay, Katy, totally sold. We should be using behavioral science to encourage more productivity at work, more use of health and wellness programs, more retirement savings. But is there some optimal time to encourage that change? Is there some moment when people are particularly likely to hop on the bandwagon if we offer up tools that will help?” And I thought that was such a fascinating question and I didn’t know of any research that really addressed it so it ended up guiding my work for the next several years.

And what I immediately thought of, which came to mind, for you, too, when I posed that question was New Year’s. We all know that at the beginning of a new year there’s like this huge boost in people’s enthusiasm for starting resolutions. Forty percent of Americans set some sort of resolution. Many of them fail but they at least give it a shot which is more than we can say for many other times of the year. And I wondered, and my collaborators and I wondered, too, like, “Is there something bigger going on there? Is it just New Year’s or are there moments like that? And why New Year’s?”

And what we realized is, of course, there’s this like, it’s a social construct now, there’s norms around it, but part of it, what’s going on, is that at these moments, like New Year’s, that feel like a breaking point in life, we step back and think bigger picture, and we also feel some sort of dissociation from our past failures, because, “Oh, like, that was the old me last year, and the new me has a clean slate and I’m going to be able to do the things that were tough before and that seemed insurmountable.”

So, that sense of a clean slate and identity shift, boosted optimism, the tendency to step back, actually arises at a lot of moments in our lives that basically serve as chapter breaks in the way we structure our narrative. So, there are small ones like the start of a new week. There are big ones, celebrating a birthday, moving to a new job or a new city, becoming a parent. All of these moments turn out to make us feel like we have a clean slate and a new beginning, and people are more likely to do things like create goals on goal-setting websites, search for the term “diet” on Google, go to the gym, at these moments, and so I think that’s really interesting.

So, my team has studied specifically temporal landmarks, so moments that actually don’t involve a change in our lives but there’s also research that’s shown when you move to a new place, you move to a new job, those moments are productive times for change because, literally, you have a clean slate. You don’t have old bad habits to fall back on and you have an opportunity to build and structure new routines and not walk by the Dunkin Donuts on the way to work on this new commute.

And so, whatever it is that has been tripping you up, you have that clean slate in addition to the psychological clean slate. So, in that sense, I think the obstacle there is, “How do you find the motivation to get started?” And our research points to looking for these moments that have fresh-start resonance as jumping off points, and also nudging other people to notice them.

So, we found, for instance, if you just mark your calendar with the first day of spring on it and give you an option, like, “When might you want to start getting reminders from us to pursue a goal you’ve been meaning to get around to?” and March 20th is labeled first day of spring. Now, it triples your excitement about getting reminders to start your new goal in that day than if we gave you a calendar without labeling March 20th the first day of spring.

So, we can do, and we ran a study where we invited people, thousands of people who weren’t saving adequately for retirement, to sign up for our retirement program at their employer to start setting aside a portion of their paychecks in retirement savings. And everybody got an identical offering, you could start saving right away or you could delay a few months. But some people that delay, we labeled, and it corresponded either to a birthday or to the start of spring, and we said, “Do you want to start saving after your next birthday? Do you want to start saving at the start of spring?”

So, we’re literally making an apples-to-apples comparison because everybody is getting that same offering but some people don’t have it labeled for them as their birthday. It just says in three months. And we see a 30% increase in savings over the next eight months when we’ve invited people to start saving after those fresh start dates.

Pete Mockaitis
I was just going to ask, Katy, so not only do we have more enthusiasm to start but the proof is in the pudding. They actually do it afterwards.

Katy Milkman
Well, I do think a really important note is that, in that case, we set ourselves up for success because it’s an auto…it’s like a self-fulfilling thing.

Pete Mockaitis
You flip the switch once to do it, yeah.

Katy Milkman
Yes, and those are the best things to do at fresh-start moments because the motivation wanes and that’s why so many New Year’s resolutions fail. So, it only solves one problem, which is getting started, and the rest of my book talks about how you solve all the other problems so you stick to it and actually get somewhere with your goals. But if you can put it on autopilot, how about if that’s my third answer, but it’s not a super original and it is a super powerful one.

Anything we can put as a default so that it is just self-perpetuating, that’s a huge win because an obstacle to change is laziness, but you can turn it on its head and make it into a solution if you set defaults, like in that moment of motivation, you sign up for the retirement savings plan on January 1st, and now it’s going to just kick in. You’d have to actually lift a finger to change it and, goodness knows, you’re never going to. Or, cancel all of your subscriptions that you don’t really need, one day a year, when you’re feeling motivated after your birthday. Those are the kinds of things that can sort of be gifts that keep on giving. Or, signing up for an educational program or subscription of some sort that’s really valuable. Those also can carry you forward and sort of have like riptide-like effects.

So, if you can use that moment, when you’re feeling motivated to do something and lock in a change that will continue, that’s really valuable.

Pete Mockaitis
Well, that is cool. So, let laziness work for us if you can somehow shift it such that the default of doing nothing benefits you, then that’s awesome.

Katy Milkman
Exactly, which is what happens when you sign up for a savings program once, that just keeps going. Or, when you enroll in school, I mean, you still have to show up, but you’re going. It’s hard to get out. Like, the path of least resistance is to go for the thing that you’ve put a down payment on.

Pete Mockaitis
Yeah, that’s great. Well, Katy, tell me, anything else you want to make sure to mention before we shift gears and hear about a couple of your favorite things?

Katy Milkman
No, this has been so…you’ve asked such good questions. I feel like I’ve been giving you really long and detailed answers, like highlights of the book.

Pete Mockaitis
Oh, I love them.

Katy Milkman
So, I’m excited. Thank you for the great questions.

Pete Mockaitis
Okay, maybe I’ll give one more. What should we not do? And maybe something counterintuitive, like, “Hey, I’ve heard I should do this, but maybe I shouldn’t.”

Katy Milkman
I’m not a big fan of setting like really big audacious goals, like that model, and just assuming that will carry you forward, because without actually getting into the nitty-gritty structures, like I do think people try to think about a north star huge objective and that having that could be really valuable, and I think it can be distracting, it could be overwhelming. There’s also research showing that if you make too many, set too many goals, and then plan for each of them, that’s really demotivating because you can’t do it all and you sort of throw up your hands and give up.

So, I think sort of too big and distant and dreamy and not broken down is bad, and too many objectives that you do break down and plan for is bad. Like, focusing on one thing at a time, that’s a little bit of a stretch but it’s doable and you can plan for it, and then you can use these tactics to help you is the right way forward.

Pete Mockaitis
Oh, great. Thank you. Well, now could you share with us a favorite quote, something you find inspiring?

Katy Milkman
Is it “Well done is better than well said”? Is that Ben Franklin, I believe? I like that one.

Pete Mockaitis
Sure thing. And how about a favorite book?

Katy Milkman
My favorite book is Nudge by Thaler and Sunstein, and that actually has a new edition coming out later this year which I’m really excited for. Though, I’ll also say, my second favorite book, and it’s really close, is Influence by Bob Cialdini. I know you’re a big fan too.

Pete Mockaitis
Oh, yeah.

Katy Milkman
I assign both of those books, by the way, to all of my MBA students at Wharton. I love them and read them every year, and they’re just classics and truly wonderful and have changed the way I think about the world.

Pete Mockaitis
And how about a favorite habit for you?

Katy Milkman
That’s interesting. I wouldn’t call it a habit. Can I say a favorite behavior?

Pete Mockaitis
Oh, sure.

Katy Milkman
Because habits have this very narrow definition in academia where we’re like it’s on autopilot. Okay, so like a favorite behavior or this thing I do, which is I choose to work with people I really, really admire and enjoy spending time with so that work for me is a treat intellectually but also socially. And I feel really lucky to have the privilege of being able to choose who I collaborate with. And so, that has made my career tremendously fun, and I think it’s part of what’s helped me be productive and successful in my career as well.

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

Katy Milkman
My website which is KatyMilkman.com. It has all sorts of information about my book How to Change, about my podcast Choiceology, I have a newsletter called Milkman Delivers, which is a name that I was shying away from but my MBA insisted I had to go with, and about my research.

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

Katy Milkman
I would say one of the biggest takeaways from all of my research on behavior changes that, and we sort of started here, it’s super important to expect that there will be things that don’t work out, that if you are too rigid in your expectations of yourself, if you set up habits that are too rigid, if you set up goals that are too rigid, and let yourself be discouraged when things don’t work out according to plan, and don’t push through, you just won’t get very far.

And in change, anticipating setbacks and being prepared for them, having a backup plan, is just absolutely critical. Even in habits, we found that it was critical to be flexible and build flexible habits. So, it’s “I’ll always…” not “If only…” kind of habit. And I think that’s critical to everything. It comes up again and again in my research, how important it is to find ways to get back up after you’ve fallen down, and to be expecting that that could happen and planning for it.

So, my words of wisdom would be don’t let yourself be discouraged too easily, expect that there’s always setbacks. But on the path forward, it’s, hopefully, two steps forward and one step back, and just be prepared for that and set yourself up for success when you hit those roadblocks.

Pete Mockaitis
Well, Katy, this has been a pleasure. Thank you. I wish you lots of luck with the book and all the ways you’re changing.

Katy Milkman
Thank you. So lovely to chat. Thanks for having me on the show.

664: Dr. Robert Cialdini on How to Persuade with the 7 Universal Principles of Influence

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The Godfather of Influence, Dr. Robert Cialdini, reveals best- and worst-practices for deploying the seven universal principles of influence.

You’ll Learn:

  1. The five words that doubled a student’s persuasiveness
  2. How to masterfully and disasterfully employ each of the seven principles of influence
  3. The easiest way to lose someone’s trust

About Robert

Dr. Robert Cialdini is the author of Influence and Pre-Suasion. He is the thought leader in the fields of Influence and Persuasion.  And, he is a three-time New York Times Bestselling author with over 7 million books sold in 44 languages. 

Dr. Cialdini received his PhD from University of North Carolina and post-doctoral training from Columbia University. He holds honorary doctoral degrees (Doctor Honoris Causa) from Georgetown University, University of Social Sciences and Humanities in Wroclaw, Poland and University of Basil in Switzerland. He has held Visiting Scholar appointments at Ohio State University, the University of California, the Annenberg School of Communications, and the Graduate School of Business of Stanford University. In acknowledgement of his outstanding research achievements and contributions in behavioral science, Dr. Cialdini was elected to the American Academy of Arts & Sciences and the National Academy of Sciences. His work and books have been featured in the New York Times, Forbes, Inc., Psychology Today Magazine, and on the PBS Newshour, Bloomberg, CNN, BBC, New York Times, MSNBC, CNBC, CBS, and many more outlets and shows. 

Dr. Cialdini is a highly popular keynoter and is often referred to as the Godfather of Influence.  For more on Robert Cialdini and his life’s work, visit: https://www.influenceatwork.com/. 

Resources mentioned in the show:

Thank you, sponsors!

Dr. Robert Cialdini Interview Transcript

Pete Mockaitis
Bob, thanks so much for joining us here on the How to be Awesome at Your Job podcast.

Robert Cialdini
I’m glad to be with you, Pete.

Pete Mockaitis
Well, I am glad to be with you as well. This is a treat and an honor. You’ve been on my list since before this show was a show. We’re talking about your latest, new and updated edition of Influence, and you’ve updated it and expanded a lot here. But I love how you have left the first two sentences in the introduction the same. Could you speak those words now and tell us if they still ring true after studying influence for all these decades?

Robert Cialdini
Yes. There’s a story that goes with them but let me give them first. They are, “I can admit it freely now. All my life, I’ve been a patsy,” which has to do with one of the reasons I got into studying the influence process and persuasion. I was forever the unwanted owner of various things that people would sell me, I was a contributor to causes I’d never heard of, and I would say to myself, “What just happened here? There must be something other than the merits of the offer that got me to say yes. It must be the way the presenter delivered the merits of the offer, that triggered some psychological tendencies in me to say yes to things. Wouldn’t that be interesting to study, not just out of self-defense but as a general inquiry into the way we work as members of our species?”

Pete Mockaitis
Indeed. And it is fascinating stuff and we’re all indebted to you for having delved in and codified and discovered a lot of this stuff. So, maybe we’ll give first a quick note to the pre-existing Cialdini fans. What is new in this latest expanded edition?

Robert Cialdini
Well, of course, it’s been 14 years since the last edition so I’ve added 220 pages of new material, updates, as to what it is that makes people say yes to requests, to recommendations or proposals – the science has advanced. But, in addition, I’ve looked specifically at how the internet has interacted with this process, how the principles of influence have migrated over to these platforms that didn’t exists in any meaningful sense 14 years ago, to look at how the influence process works on those platforms – social media, electronic marketing, and so on. That’s a big difference and a big addition to this edition.

But, as well, I’ve added a seventh principle of influence. There used to be just six that I thought covered the waterfront but, no, I think there’s a seventh that I call unity, and it has to do with the extent to which people are willing to say yes to anyone who is a member of what they will consider a “we” group, a group in which they share an identity with the other members of that group.

So, here’s an example. A study was done on a university campus. Researchers had a young woman asking passersby for contributions to the United Way. Most of the passersby were students at that university. She was able to double, more than double her number of contributors and the amount of donations by adding one sentence before she made her request, it was, “I’m a student here, too.” And now, Pete, all the barriers to yes came down. We say yes to those individuals who are not just like us but are of us.

Pete Mockaitis
Yeah, that is powerful. Well, so, I want to dig into, quickly, each of the six and then in some more depth, the seventh. But maybe for those who are not yet Cialdini fans, can you paint a little bit of the why for us? Like, just how much more persuasive are we when we utilize these principles? Is it a little bit of a lift or is it transformational? And could you give us maybe some of the most dramatic numbers you’ve encountered?

Robert Cialdini
It’s transformational. We just talked about one. If you could more than double, it’s two and a half times the amount of assent that you get to a request, you’re going to be a master of that moment. But that will be true in a lot of instances even though all it takes is an extra breath. All it takes is to say something that triggers a deeply seated psychological tendency in all of us. It’s that trigger that produces the power.

In the same way that if I were the person who was in charge of lighting a stadium, I don’t have to go run around on a wheel to get all that. I flip a switch. There’s no effort involved. The power is what is stored in the system of that electronic network inside that stadium. Well, that’s what you do with these simple words or phrases or sentences. You trip a switch that engages the power of a system that moves us powerfully, like the system that says, “I say yes to those people who are of us, are one of us.”

Pete Mockaitis
All right. So, that 2.5X right in that particular example of unity is somewhat representative of all of these principles used well in action?

Robert Cialdini
It will vary from 20% all the way to 250% but you’ll get substantially more compliance than your competitors who don’t know how to trigger those psychological principles.

Pete Mockaitis
All right. That’s huge. So, I just wanted to establish that for the record. We’re not talking about studies that somehow managed to eke out statistical significance with a big sample size – it’s transformational. All right, so, covered. Now, I’d love to hear, before we get into the particulars, is there one or two discoveries about influence that you’ve made over the course of your career that just surprised you the most, like, “Holy smokes, is that how we humans really operate? Wow”?

Robert Cialdini
Yeah, I’ll give you two. One is how small the footprint is for the fundamental principles of persuasion. I spent two and a half years studying, undercover, the techniques and practices of various kinds of influence professions: sales, marketing, advertising, fundraising, recruiting, and so on. And what I’ve found was that there were only very few principles of influence that worked across the whole range of these. There were thousands of individual tactics and techniques that were used but I thought we could categorize the majority of them in terms of just these seven universal principles. So, that’s one.

We don’t have to have a long compendium of these things that we’ve memorized and checked off and so. No, there are only seven. We can handle seven. Know to include one or another of them into a message or a communication which will significantly increase the likelihood of assent. And here’s one thing I should say. The word likelihood is crucial here. These aren’t magical. There’s no such thing as a 100% all of the time that will get you success, but will get you better chances of success, will get you better probabilities of success every time. And if, as I said, you use them and your rivals and competitors don’t, you’ll win every time.

Pete Mockaitis
Yeah, beautiful. Okay. Well, then let’s zoom in, let’s talk about these universal principles of influence, also might be called weapons of influence, or tools of influence, or levers of influence, the big ideas here. Could you maybe give us the quick version of the original six? Hey, what is it? And maybe an example that you find intriguing of a professional using it masterfully and then maybe disastrously, like, “Whoa, that’s the wrong way to use reciprocation”?

Robert Cialdini
Okay. Good plan. Let’s begin with the principle of reciprocation which says, “People want to give back to those have given to them first.” So, if you invite me to a party, I should invite you to one of mine. If you remember my birthday with a card, I should remember yours. And if you do me a favor, Pete, I owe you a favor. And I’ll say very simply, in the context of obligation, people say yes to those they owe.

So, let’s take an example. Recently, one of my colleagues, Steve Martin, did some research at McDonald’s with a little procedure in which the manager arranged for every family that came into that McDonald’s location for the children in the family to get a balloon. Half of them got the balloon as they left as kind of a thank you, the other half got the balloon as they entered. Those who got the balloon, the kids got the balloon as they entered, the family bought 20% more food.

Pete Mockaitis
Beautiful, because they thought a tug of reciprocation, like, “Oh, that was nice of them. I should probably go ahead and get some extra fries.”

Robert Cialdini
Yeah. Do you have kids, Pete? Do you have kids?

Pete Mockaitis
I got two toddlers, yeah.

Robert Cialdini
You know if I do a favor for your children, I’ve done a favor for you, and that’s what happened. Now here’s the interesting thing about that study. They also got a 25% increase in coffee purchases not for the kids. The parents bought more food for themselves.

Pete Mockaitis
I’m thinking of John Mulaney, “One Black Coffee.” It’s not for kids.

Robert Cialdini
No, right. Okay, now, to your point. So, how do people sometimes use this poorly? Notice that it was the same cost of the balloon for the kids as they left. You have to go first. How many restaurants have you been in that they do this wrong? As you leave the restaurant, there’s a basket of mints on the desk for you to sample. As you leave, nobody gets any benefit inside the restaurant for that little favor that you’ve done. In fact, it probably cost you more because I see people digging their hands in and taking handfuls of mints.

Well, there was a study that showed that if you put a mint on the tray just before people pay their bill, the tip goes up 3.3%. If you put two mints on the tray per customer, the tip goes up 14.3%. All right. So, you can see the difference now. It’s the same expense but only one gives you anything in return.

Pete Mockaitis
That’s powerful. And while we’re talking about reciprocity, I said we’d go fast but I can’t resist, you suggested if you do a favor for someone and they say thank you, don’t say, “It was nothing.” But you might say something along the lines of, “I know you’d do the same for me.” Do you have any pro tips on how to deliver that line or alternatives if people feel a little funny saying it?

Robert Cialdini
Look, that’s what I would recommend for somebody who you don’t have a relationship with. So, what do you say to just put them on record that, “In the future, if I need something, you’d do the same for me”? So, one of the tips is don’t say, “If the situation had been reversed, I know you would have done the same for me.” That’s in the past. You say, “If the situation were ever reversed, I know you would do the same for me.” Now, they’re on record. All right?

Now, if there is a relationship and you’ve done something, a little special for people inside that relationship, maybe a business relationship, and they say, “Thank you so much. I really appreciated the way you got this order to me quicker, you arranged the payment plan for me to fit.” All right. And then here’s what I think you say, “Of course, it’s what long-term partners do…” and then you add the addendum, “…for one another.”

Pete Mockaitis
I’m applauding. Thank you. I’m glad I asked. So, that’s reciprocation. Let’s talk about commitment and consistency.

Robert Cialdini
Yes, so one thing, another thing that people feel very strongly is they want to be consistent with what they have already committed themselves to either in action or word, especially in public. You want to be consistent. You don’t want to be seen as a flip-flopper, somebody who says one thing, does another, and so on. So, if you can arrange for people to make a small step in your direction, or make a statement, or something that they truly believe, but make it out loud in public, they’re more likely to then continue to move in that direction.

And the great story I like in this regard comes from a study that was done in a restaurant in Chicago, where the owner was getting about 30% no shows, when people would call and book a table then 30% of them wouldn’t show up, and they wouldn’t call to cancel. So, he had his receptionist change what she said when she took a booking from, “Thank you for calling Gordon’s restaurant. Please call if you have to change or cancel your recommendation” to “Will you please call if you…?” and then pause. The pause was crucial because it allowed people to say, “Yes, sure. Of course.” In other words, they committed themselves.

No shows dropped from 30% to 10% that day and never went back up. What’s the implication for your listeners? If you’re running a meeting and you’re assigning people tasks to do before the next meeting, never let anyone out of the room without saying, “Will you be able to complete this task properly by the time of our next meeting?” If they say no, that’s good. That means you know, “Oh, we got to give them more time,” or you got to give them some resources or help. But most of them will say yes, and you’ve now significantly increased the likelihood that they will come properly prepared because they’ve made a commitment to it, a public commitment.

Pete Mockaitis
Okay. Well, so one key principle there is just to do it and not forget and not assume but actually get the yes. Any ways this can be done inappropriately?

Robert Cialdini
Yeah, it’s by failing to pause and let them make a commitment to you.

Pete Mockaitis
All right. Perfect. Well, now, how about social proof?

Robert Cialdini
Social proof, this is the one, the principle that says, “People want to follow the lead of multiple comparable others.” If a lot of people are raving about a new restaurant, a piece of software, or a new film, or something on Netflix, “You don’t want to miss The Queen’s Gambit,” you’re likely to follow through because they’ve beta-tested it for you. So, people are much more likely to say yes if there’s evidence that that’s the case.

There was a study done in Beijing, China that shows you the cross-cultural reach of this. Restaurant managers put a little asterisk next to certain items on the menu which increased the purchase of those items by 13-20%. What did the asterisk stand for? It wasn’t what it usually stands for, “This the specialty of the house,” or, “This is our chef’s recommendation for the evening.” That’s what we’d normally see. It’s, “This is one of our most popular items,” and each one became 13- 20% more popular for their popularity.

Pete Mockaitis
You know, that is interesting in terms of…And did they do that research kind of head-to-head, like “most people like this” asterisk versus asterisk means chef’s suggestion, and social proof wins?

Robert Cialdini
No, they didn’t do that.

Pete Mockaitis
Okay, I guess we don’t know.

Robert Cialdini
We don’t know but what we know is that they had never used, “This is one of our most popular items,” there, and it produced this effect. Honestly, it was their most popular item.

Pete Mockaitis
Certainly, they’re not just blowing smoke. And that makes everything easier from like a supply, management, inventory, complexity, running your business situation on the backend because it’s just way simpler.

Robert Cialdini
Yeah, just point to it. And the lovely thing about it is it makes it ethical. You’re just informing people, into assent. You’re not tricking them. You’re certainly not coercing them. It’s just educating them.

Pete Mockaitis
It’s even helpful, it’s like, I don’t know…

Robert Cialdini
Exactly.

Pete Mockaitis
…I’m a tourist. I might actually want to know. People might ask me, “Oh, did you get the dish?” I had no idea I should’ve gotten the thing. Okay.

Robert Cialdini
Pete, you put your finger on another factor in this study that I usually don’t talk about but it’s true. Although this technique worked for every demographic that came into the restaurants – young, old, business people, men, women, whatever it was. The one demographic that most responded to this was people who were there for the first time who were unsure. And what this does is it reduces your uncertainty. That’s what social proof does. It reduces your uncertainty of the step you should take.

Pete Mockaitis
Certainly, yeah. And that really does seem where social proof shines. Have you ever had the conversation with a parent, like, “Everyone else is doing it”? and I say, “Well, if everyone else were jumping off a cliff, would you do it?” I think the real answer is, if you were on top of a cliff, you’re like, “This is kind of scary. I’m not so sure about this.” But then you see ten people jump off, have a great time, be okay.

Robert Cialdini
In the water, right.

Pete Mockaitis
And like, “I guess it’s fine.” Social proof.

Robert Cialdini
Yeah, precisely.

Pete Mockaitis
Cool. Let’s talk about liking.

Robert Cialdini
There wouldn’t be a single member of your audience that’s listening to us who would be surprised that we prefer to say to the people we like. That’s not a surprise. Here’s what’s surprising. There are two things you can do, very small things you can do to significantly increase the rapport that people feel with us. One is to point to genuine similarities that exist between us.

Pete Mockaitis
Yeah, Bob, we’ve both written books. I like you.

Robert Cialdini
We’re authors. If I just bring that to the surface, at the top, there’s a bond between us now, right? Well, there was a study done with negotiators that found that if they sent information to one another before the negotiation started about their interests and hobbies and backgrounds, where they went to school and what their family situation was, and so on, they significantly reduced the percentage of stymied negotiation where people just walked away, nobody won, both sides left with nothing.

Now, the interesting thing was it wasn’t the amount of information that was conveyed by one or another partner. It was whether there was a commonality, a parallel inside that information that was revealed, “Oh, you’re a runner? I’m a runner,” “You’re an only child? I’m an only child,” “You have twins? I have twins.” And that was the thing.

So, we now have the internet available to us where we can identify, before we ever try to do business with somebody, or negotiate with somebody, or make a request of somebody, they tell us all kinds of things about them on LinkedIn or Facebook. It’s not proprietary information. It’s not embargo. They want us to know this about them. If we go there and locate something that’s truly in common and then bring it to the surface, we get a better outcome.

Pete Mockaitis
That’s good. And not to get too into the weeds with distinctions, but so there’s liking, and one way that we produce liking is seeing a similarity, then that kind of feels like we’re now in unity territory, like, “Oh, hey, we’re both authors.” Do you think about that distinction in any particular way that’s helpful?

Robert Cialdini
I do. One is a similarity of preferences, or tastes, or styles, inclinations, and these kinds, proclivities. The other is a similarity of membership in a group that people define themselves with.

Pete Mockaitis
Like, who I am identity.

Robert Cialdini
Yes. So, if I were to say to my fellow group members, “Oh, Pete is like us,” I’ll get some movement in your direction from them. They’d be more inclined towards you. But if I were to say, “Pete is one of us,” everything, all barriers to influence come down now. That’s a much more powerful form of similarity. It’s “Who I am” is shared by this individual. We share a social identity. And there are various ways of doing that that don’t take a lot of time.

Everybody says Warren Buffett is the most successful financial expert, investor of our time. He did something in a recent letter to his shareholders where the question was, “What’s Berkshire Hathaway’s…” that’s his business, his company, “…future going to look like in the future? What is it going to look like?” And he said, “I would tell you what I’d say to a family member if they asked me that question.” In other words, he brought everybody inside the boundaries of his family.

I own some Berkshire Hathaway stocks, and what he said at that moment opened my ears and opened my mind to the next thing he said in ways that he wouldn’t have been able to do without that preface. He said, “I’m going to bring you inside my family, my identity, my social identity. I would do the same thing for you as I am for them.” Wow! You can do it. You can do those sorts of things.

Pete Mockaitis
Well, hey, we’re talking about unity, let’s roll with it. So, any other key things you want to share about unity? It’s about identity, that shared we-ness, we’re in the same tribe.

Robert Cialdini
Yes, we-ness, partnership. So, here is one small…again, small thing you can do that flips the script and significantly increases the likelihood that people will follow what you ask them to do. Many times, we have ideas or initiatives perhaps at work that we would like to get installed and we would like to be associated with that would bolster our reputation as somebody who comes up with ideas that worked if we run them up the hierarchy, but often we need buy-in from people around us, fellow colleagues, maybe our immediate manager and so on, that this is a good idea.

And what we typically do is to show a draft of our idea or a blueprint of it to this person whose buy-in we want and we ask for their feedback on it. And, typically, here’s the mistake that we make. We ask them for their advice, and the truth is, psychologically, when you ask for someone’s advice, you get a critique. You get someone who goes inside, who introspects and thinks about you as different, and they separate from you almost physically, take a half step back, certainly psychologically, and go inside themselves to consider the pros and cons.

Pete Mockaitis
Just with the word advice.

Robert Cialdini
I’m sorry. Did I say advice? I meant opinion.

Pete Mockaitis
Okay.

Robert Cialdini
If you ask for their opinion, you get a critique.

Pete Mockaitis
Opinion leads to critique. All right.

Robert Cialdini
If you ask for their advice, you get a partner, you get a collaborator. And there’s research to show that if you send people, and this is an online study that was done, a business plan for a new restaurant called Splash, it was going to provide fast, healthy food, and they read the business plan. And then you ask them, “To what extent do you favor this idea?” If they were asked for their opinion on it versus their advice for it, the opinion gets significantly less favorable commentary than advice. And the researchers asked why, and here’s the kicker. It was because they felt more identity, they felt more of a shared identity with the business plan developer if the business plan developer asked for their advice, they felt a partnership with them.

Pete Mockaitis
That’s right. It’s like, “We’re members of this community. We want to make the downtown really cool. Like, yeah, let me…” And I imagine, to the extent that they would sort of write in options, there’s probably more of that, more helpful stuff written by word count.

Robert Cialdini
Yes. There’s another example of a small thing. You change one word and you get a different psychological response based on what it triggers in you. In one case, it triggers a sense of, “Well, I’m a critic here.” And the other case, for advice, “Oh, I’m a collaborator, I’m a partner with this man, or this business developer, in this project, in this idea.”

Pete Mockaitis
That’s good. Well, I don’t want to be a critic of other podcasters and bloggers but I guess I will. Sometimes I feel a little weird when it’s almost like as if we have the language of the unity principle. But if I’m listening to a show and a podcast and they sort of address me in the group. For example, if I were to say to my audience, “What’s up, awesome nation? We got a really cool guest, it’s Bob.”

And so, I’ve sort of just defined that this is our group. If I’m on the receiving end of that, I’m like, “Hmm, I feel a little weird. It’s like I don’t know if I am in awesome nation, and I almost feel a little bit more distanced from them having to try to grab me in.” What do you think about this?

Robert Cialdini
Well, that may be the case because you see it as manipulative. But if you’re truly looking for insight and collaboration and you want to share the idea or the membership, and people see that, that you feel that you want to be more inclusive and bring people in inside the tent, then I think they’ll let you get a pass with that.

Pete Mockaitis
Okay. Cool. Thank you. Well, all right. So, we talked about liking and then went right into unity. So, should we hit authority?

Robert Cialdini
Sure. Another way to reduce your uncertainty about what constitutes a good choice for you is to follow the lead of genuinely constituted experts, people who know what they’re talking about. And, of course, if you have that access, if there’s a testimonial that fits with the recommendation you’re making or the request that you’re making from a legitimate authority on the topic, you need to bring that to bear, especially online.

You see this all the time where people provide testimonials of one sort or another what they make. Here’s the mistakes they make though. They bury it inside the message. My view is that it should go first. It should be the first thing you see so that all that aura, that positive aura of authority now infuses the rest of the message.

Pete Mockaitis
So, that’s authority so we want to put that a little bit more front and center as opposed to buried.

Robert Cialdini
Right. Where you’ve got it, don’t forget to bring that. And people say, “Is there anything you can do to up the amperage of the authority?” Yes, multiply it. Multiply the authority. It turns out that people are more swayed by multiple authorities that you present all pointing in the same direction than anyone. Don’t stop at one.

Pete Mockaitis
Perfect.

Robert Cialdini
You’ve missed a gear. There’s another gear available to you.

Pete Mockaitis
Certainly. And I guess it might vary case by case but, as you noted with like the mints, there’s one mint, it gives you a little bump; two mints give you a much bigger bump. I guess you can go overboard. I’ve seen some books, I kind of like it but there’s like 20 of other authors and endorsers on it, I’m like, “Oh, that’s pretty impressive. That’s a good lineup.” But, at some point, I don’t know, it’s sort of like trying too hard. I don’t know. It comes across like that.

Robert Cialdini
What I think it is, is people don’t read it, read all 20 of them there because you’ve made it a burden for them to process all of that. But I think the fact that there are 20 is a plus.

Pete Mockaitis
Got you. And that’s true, I’ll scan them, it’s like, “Oh, okay, you got Bob Cialdini, you got Adam Grant, you must be fairly legitimate even though I’m not going to read the details of every single one of those people said about the book.” Cool. And now how about scarcity?

Robert Cialdini
Scarcity. People want more of those things they can have less of, and that’s true it turns out from a very young age in us. By the age of two, children are preferring to go in a direction of something that is scarce or rare or dwindling in availability to them; a toy, compared to a comparable toy that isn’t dwindling in availability. So, that’s true of all of us.

And the reason that that’s the case is that if things are scarce or rare or dwindling in availability, we suffer the possibility of loss, and we have loss aversion as a species. We are more motivated into action by the idea of losing something than gaining something of equal value. The Noble Prize winner Daniel Kahneman showed this in his prospect theory, and he says, “We’re twice as likely to move in a direction of something that prevents a loss than that obtains a gain for the same thing.”

Pete Mockaitis
Yeah, that’s good. That’s good. Well, Bob, this has been quite a rundown. Thank you. You tell me, is there anything else you really want to make sure to mention before we shift gears and hear about a few of your favorite things?

Robert Cialdini
Well, I think we’ve highlighted it before, and that is the importance of doing this ethically, that the only way you get to continue long-term productive relationships with people is that if these principles are used to inform them into assent rather than trick them. As soon as they recognize the trickery, they’re gone to you. They’re going to ghost you. That’s it, you’re gone, so ethics is crucial.

Pete Mockaitis
Certainly. Well, maybe, could you share with us, what is the most frequently occurring abuse you’ve seen of these principles?

Robert Cialdini
I think it’s lying with statistics where people will claim certain kinds of growth or size of the market share and so on, and they fix the data so that it seems that way, and it’s not really that’s the case.

Pete Mockaitis
Right. It’s not the representative for the reader.

Robert Cialdini
That’s right.

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

Robert Cialdini
I’m a researcher so I’m going to use a version of this quote, but there’s an old Chinese proverb “The years say what the days can’t tell.” So, it means don’t jump on the first impression, the first piece of information, the first datapoint that you get as a way to decide. If you can collect more evidence, then your choice will be more solid. So, the research-based version of that would be multiple data points tell what a single datapoint can’t say.

Pete Mockaitis
Well done. And, speaking of datapoints, boy, this might be hard for you, is there a particular study or experiment or piece of research that you think of often, that you’re fond of and has shaped your thinking?

Robert Cialdini
Well, I’ll say there’s one that, really, I love because of what we also talked about, one small change that makes a difference. It was a study done by the Harvard psychologist in a library and in front of a library copying machine where she had a research assistant go to the front of the line and say to the first person, “Excuse me, I have eight pages. Could I butt ahead of you in line?” And under those circumstances, she was successful 60% of the time.

In another condition, she went and said to the first person in the line, “Excuse me, I have eight pages. Can I move ahead of you because I’m in a rush?” And now she got 94% compliance. So, it seemed like the reason “I’m in a rush” made the difference. But she had a third condition that showed that wasn’t the case. Third condition? “Excuse me, I have eight pages. Could I butt ahead of you in line because I have to make some copies?” Now, that’s not a real reason.

Pete Mockaitis
Right, “We all have to make copies.”

Robert Cialdini
Ninety-three percent. It was the word because. We are programmed to respond to the word because as if it leads into a genuine reason, and people automatically responded to it rather than to the genuine merits of the reason. So, what I love about that is it just shows you how much of this is psychology rather than the merits of the thing. We have to train ourselves to know as much about the psychology of what goes before the offer as we do the merits of what’s in the offer in order to protect ourselves properly.

Pete Mockaitis
Well said. Thank you. And could you name one favorite book?

Robert Cialdini
Favorite is a tough one for me but I’ll give you the one that was most formative to me, the most impactful to me. I read it at 12 years old. It was the book The Hidden Persuaders by a guy named Vance Packard who showed the hidden cues inside advertising that triggers psychological reactions in us. And it opened for me the idea that, “Wait a minute. It’s not just what’s in front of you,” even at 12 years old, “It’s not what’s being presented to you on the surface. It’s what’s underneath the surface that’s often driving our behavior.”

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

Robert Cialdini
I would say Zoom is terrific and Google Scholar where I could get the research reports of people. All I have to do is type in their names or a concept or a title of an article, and, suddenly, I don’t have to be a library unto myself in my office with all my journals and books, and so on. No, it’s right there.

Pete Mockaitis
That’s good, yeah. Then I’m sure you’ve got your full text access. And, usually, I get a tease, and I’m like, “Where’s the rest?” That’s the kind of dork I am. And how about a favorite habit?

Robert Cialdini
I do an exercise workout every morning, and then I brew myself a cup of coffee that I leisurely sip and savor, sip by sip, which allows me, first of all, to celebrate and reward the fact that I just did a workout, but also it gives me the calm to plan my day.

Pete Mockaitis
And so, as you savor the sips, you have notepad in hand as you’re writing the plan? Or how does that go?

Robert Cialdini
I often don’t. I just order in my mind which things I need to prioritize once I’m finished with that cup of coffee, what’s the first thing I need to do that’s not just there but important for me to do. So, inside that time of thinking about my day, I prioritize.

Pete Mockaitis
Lovely. And you share a lot of wisdom, but is there a particular nugget you say that seems to connect and resonate, get Kindle Book-highlighted, retweeted more than others?

Robert Cialdini
Yeah, I would say, and this has to do with the influence process again, and what I will say that gets retweeted a lot is “When the science is available, why use anything else?”

Pete Mockaitis
Yeah. Well, hey, talk about authority, it’s like a ladder of authority. Like, yeah, double-blind, controlled, thousands of participants stuff is excellent. Well, tell us, if folks want to learn more or get in touch, where would you point them?

Robert Cialdini
Our website InflueceAtWork.com.

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

Robert Cialdini
Go into every new situation thinking the best of the people who are there. That will allow you to be generous with them which will cause them to reciprocally be generous with you and to like you for it. And now you’ve got two people who like each other and are giving each other grace.

Pete Mockaitis
That is lovely. Bob, thank you. This has been a treat. It is no exaggeration to say it’s literally been a dream come true for me to have this conversation, so thank you so much. And I wish you much luck with the latest edition of Influence and all your adventures.

Robert Cialdini
Thank you. I’ve enjoyed myself with our interaction.

663: How to Stop Negative Self-talk, Beat Impostor Syndrome, and Feel Confident with Melody Wilding

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Melody Wilding says: "Confidence isn't a prerequisite for success. It's a byproduct of success."

Melody Wilding shares powerful strategies to stop overthinking and deal with your inner critic.

You’ll Learn:

  1. The two behaviors that greatly hinder sensitive professionals
  2. Three tactics for silencing your inner critic
  3. Powerful questions to counter negative thinking

About Melody

Melody Wilding, LMSW is an executive coach, human behavior expert, and author of Trust Yourself: Stop Overthinking and Channel Your Emotions for Success at Work. She has coached hundreds of private clients, from CEOs and Fortune 500 executives to leaders from the US Department of Education, the Federal Reserve, and the United Nations. She teaches graduate-level human behavior and psychology at the Silberman School of Social Work at Hunter College in New York. Her writing is regularly featured on Medium and in Harvard Business ReviewFast CompanyForbesBusiness Insider, and Quartz. Her advice has been featured in the New York TimesThe CutOprah MagazineNBC NewsUS News and World Report, and more.

Resources mentioned in the show:

Thank you, sponsors!

Melody Wilding Interview Transcript

Pete Mockaitis
Melody, thanks for joining us here on the How to be Awesome at Your Job podcast.

Melody Wilding
Thank you so much for having me. I’m so happy to be here.

Pete Mockaitis
Well, I’m so excited to talk about your latest work Trust Yourself: Stop Overthinking and Channel Your Emotions for Success at Work. I do some overthinking and could use some help channeling emotions, and I’m pretty sure I’m not alone, so lay it on us. What’s maybe the most surprising and fascinating discovery you made as you’re putting this together?

Melody Wilding
I think the concept that really underbeds the entire book of being a sensitive striver was the biggest lightbulb moment for me. Personally, yeah, I am this personality type and it was the huge discovery for me to put together and put words to something that I had struggled with for most of my life up until that point but also, after coaching people for 10 years, I had just seen this really repetitive and consistent constellation of challenges that I couldn’t put words to.

And so, when I was writing the book and I was really struggling with the proposal, trying to figure out what I was writing about, I just took a whiteboard and wrote down on it all the different challenges my clients had, grouped it into two different categories, and kind of stepped back and had that lightning bulb moment of, “Oh, sensitive and striver,” those two sides together. So, that was the biggest aha for me.

Pete Mockaitis
Well, that’s a great turn of a phrase – a sensitive striver. I think I am one, and I think that’s a resonant term for many of our listeners. But can you unpack it for us? What exactly does that mean to be a sensitive striver?

Melody Wilding
Of course. So, being a sensitive striver means that you are highly sensitive and high-achieving so you are someone who thinks and feels everything more deeply, you process the world around you more intricately, but you’re also very driven, you want to succeed, and you want to advance in your career. So, it’s that combination of sensitivity and striving.
Biologically speaking, this is about 15% to 20% of the population that has a genetic trait difference so we’re actually wired differently to pick up on more of the environment. So, we have a more highly attuned central nervous system, which means that we’re more perceptive, observant. We’re more attuned to our own emotions as well as those of the people around us. We’re deeply caring. We give our 100% to our work but we tend to have an inner world that’s on overdrive. And that’s because we process more deeply than other people that leaves us more susceptible to some of the downsides of stress, emotional overwhelm, overthinking.

Pete Mockaitis
And I’m intrigued and I think that we’ve got plenty of applicability whether you happen to have that genetic switch going for you or not. Well, first of all, tell us, can we get a genetic test? How do we confirm this quickly and easily?

Melody Wilding
Yeah. So, I actually have in my book, there is a quick quiz, and I can run through some of the items in the quiz if that would be helpful. But this quiz is drawn from the research, from what we know about high sensitivity as a trait, and from what we know about high performance in the science. So, some of the signs, you’re someone who experiences emotion to an unusual level of depth and complexity. You have that desire to exceed expectations in everything that you do. You need time to think through decisions before you act, since the hallmark of sensitivity is pausing before acting.

You tend to have an inner critic that never takes a day off. You’re kind, compassionate, empathetic to others. You find it difficult to set boundaries and say yes too much. You struggle to turn your mind off because it’s constantly filled with thoughts. You hold yourself to very high standards and you judge yourself harshly if you make mistakes.

So, those are just a few of the signs but we can actually dive into, I actually have a framework that explains the six key qualities that all sensitive strivers have so we can dive into that if you like.

Pete Mockaitis
Well, yes, I’d love to hit the quick version of checking to those six. But, first, I’m thinking, let’s distinguish a bit. Everything you said resonates with me a bundle. I suppose it’s hard to say if we use words like unusually high or more than others, it’s like, “Well, I don’t know what others are experiencing in their interior life.” But I suppose what would be the insensitive striver, for example? So, I guess there are people who are ambitious but don’t have that going on. What is it? Just like, “You can’t make it on without cracking a few eggs. I don’t care who I have to dominate to win.” Is that what the insensitive striver sounds like?

Melody Wilding
The insensitive striver, I love that. No one has said that to me before so I love that. Sensitivity is a spectrum. So, as you were saying, people, you fall on that just like you would any personality trait. So, people who are highly sensitive are much more affected by the world and the environment that they’re in.

So, for example, if you’re someone who is utterly drained at the end of a long day with meetings where your partner is not. So, for example, my partner, the things that drain me and are very taxing to me, my partner, it doesn’t faze him at all. Or, things that I pick up on in a situation where I notice certain subtleties or nuances goes right over his head. And I love him with all my heart, so that is said with kindness.

Pete Mockaitis
And can this also be true about just actual physical stimuli, like sandpaper feels rougher, a loud noise is more jarring and painful?

Melody Wilding
One hundred percent, and that’s actually the first of the strive qualities is actually sensitivity which sounds obvious but it refers to exactly what you’re saying, which is sensory – sensitivity. So, we startle more easily. Yes, we’re more sensitive to smells and fabrics and bright lights, for example, so that’s why Zoom tends to be really fatiguing because it’s just visual stimulation and you’re self-monitoring all the time.

Pete Mockaitis
Oh, yeah.

Melody Wilding
And so, sensitive strivers can become really highly overstimulated and operate at that level for a long time, kind of just pushing themselves through it, that’s the striver side, and being burnt out. So, yes, you’re exactly right on.

Pete Mockaitis
And so that’s helpful there in terms of, okay, there is a spectrum and so it’s not necessarily binary, on/off, you got the gene, you’re in the 15% versus you don’t, you’re not. And one thing I think about sensitivity in terms of like when I’m dealing with people, I get the impression that some people I know seem to really feel, I don’t know, I guess, sensitivity, I mean, they feel the pull of like guilt and/or reciprocity significantly, and others seem completely immune to it. Like, there’s just no sense of they owe you.

And, in a way, I envy that. This is like, “Man, you’re such a killer negotiator. Like, you don’t care at all about all the things I’ve done for you. Wow, I just can’t be that heartless,” although I’d probably be more lucrative if I could be. So, does that fit in the mix or is that a totally different construct?

Melody Wilding
No, you’re 100% right. So, actually, you’re kind of leading down this framework, so the way to identify your qualities as a sensitive striver, conceptualize them, it conveniently spells out the acronym STRIVE. So, we first have sensory sensitivity, that’s the heightened nervous system response that we talked about. Then we have the T which is thoughtfulness. So, you’re contemplative, you’re reflective, you’re intuitive but you can overthink situations, worry more, get into indecision and doubt.

Next would be responsibility, which is part of what you were talking about, being dependable always, being counted on to follow through for other people but we also can’t bear to let people down so we will take on actual responsibility even when it means sacrificing our own wellbeing. Then we have inner drive which is that desire to exceed expectations, set a lot of goals. Sometimes we can set our goals so sky high that it’s unrealistic and we fall into perfectionism.

Fifth, we have vigilance, which is also being attentive to other people’s needs, having the keen awareness for those subtleties, a change in your boss’ body language, the general mood of a meeting. So, you’re constantly on high alert, taking on what’s going on around you but you may sometimes read danger where there is none.

And then, last is emotionality, so that’s our E in our STRIVE. And that is having complex more intense emotional responses, so you’re more emotionally reactive, so to speak, both positive and negative. So, we get the joy of experiencing life in full color, of the full emotional spectrum of gratitude, excitement, but we can also get stuck in negative emotions, like anger, fear, anxiety, and stay stuck there longer than most people.

Pete Mockaitis
Well, it’s funny, I’m not a hoarder, like, “Where is this going, Pete?”

Melody Wilding
I like that, whenever a sentence starts that way.

Pete Mockaitis
But sometimes I do have a lot of complex emotional relationships associated with objects in terms of, “Are we just going to let that go and what does that mean? Does that mean that I’ve failed, I made a poor decision, that we’re no longer committed to this thing I thought we were committed to when we embarked upon this path and acquired this?” So, it’s like I really do have a lot of complicated emotions associated with several things, like, “Hey, are you going to use it? Well, then get rid of it.” It’s like, “Well, there’s a little more to it than that.” Not every item in my home but there’s like a sliver of things that fall into a weird category.

So, it sounds like, okay, there’s a spectrum. It sounds like I’m on it and I think a lot of our listeners are. And for the insensitive strivers, well, maybe you’ll learn what the rest of us are dealing with and interact with us.

Melody Wilding
That’s right because this is 20% of people, so this is one in five people. So, if you’re not one, you definitely work with one, love one, are friends with one, so it’s good to know about this personality, and in terms of how to get the best out of them, how to communicate with them, so definitely something here for everyone.

Pete Mockaitis
Okay. Well, so then could you maybe share with us an inspiring story of a sensitive striver – I’m really going to put you on the spot here – who was having some stresses, some difficulties, but then, gaining some awareness and some tools about the sensitive striving, was able to open things up and make a positive impact?

Melody Wilding
I do. I do. And this one is timely because this actually happened last year when the pandemic really hit. So, I have one client who is in a senior leadership position at his organization, it was a nonprofit and he characterized himself as a reluctant leader. He actually consulted with the organization before, and the organization was in a transitional period, let’s put it that way. It was really, the leadership was in disarray. They had really been managed by an old-school model, kind of managed by fear and dictating what people should do, and just kind of your old-school management style.

And so, people had left, there was a lot of turnover, there was a lot of upset on the board about the organization not hitting their targets. And so, my client was thrust into a full-time senior leadership role when someone very suddenly exited. And so, all of a sudden, he sort of found himself as this reluctant leader of this broken organization and then the pandemic hit shortly after that, and there was, all of a sudden, a lot of pressure from the board.

This was really a catalyzing moment but, for him, it was also an opening to say, “We can’t do things the way we’ve always done. If we don’t change something, we’re not going to survive,” because, actually, his organization, what they did was in-person teaching. They would bring people to teach in-person classes which, as you can guess during the pandemic, was not possible, so overnight, pretty much their entire revenue stream evaporated.

Now, what my client was able to do and what we worked on together during this time was, first, his confidence of shifting from, in his mind, keeping himself and that identity of the reluctant leader, “This is only temporary and part time, and they didn’t really want me and I got here by luck.” A lot of getting past a lot of his hang-ups around the impostor syndrome and fully stepping into, “I’m the leader of this organization,” and owning that identity.

Second was really starting to leverage how his qualities as a sensitive striver could really uniquely be huge strengths in this situation. And a big one is that sensitive strivers, because we’re processing, we’re taking in a lot of information, we tend to anticipate eventualities, we tend to be able to spot opportunities that others miss, or anticipate roadblocks that may come up.

So, my client, even before the pandemic hit, he had been very vocal about the fact that, “We need to get our online learning up and running. We need to really be going deep on that as a different revenue stream.” And so, when the pandemic hit, he was very well-poised to push that through and very quickly was able to help the organization pivot their entire business model to an online revenue stream because he had seen that opportunity coming.

And then last was using his sensitivity, his empathy, his emotional intelligence, his high value for integrity and diversity, he completely rebuilt the team from the inside out. As I had mentioned before, the culture of the company was very much by fear, by criticism, and he completely changed that to be a very psychologically safe place, to be a place that people were going from a 50% turnover to people saying, “I never want to leave this job. I love working here so much,” and people referring their friends to the organization.

So, really, he completely turned around the inside of the organization and that’s primarily through his skills as a sensitive striver, his problem-solving, complex thinking, his empathy, emotional intelligence. All of those things, combined together, was the perfect combination needed to help the organization get through the pandemic.

Pete Mockaitis
And that’s lovely in terms of the reluctance from which we started there, I guess impostor syndrome is huge there with regard to, “I don’t know enough. I’m not worthy of this opportunity. I’m a fraud.” And, yet, it seems like those same kinds of instincts that lead to you thinking you’re a fraud are actually the sorts of instincts that are assets in terms of helping out in terms of the sensitivity and the empathy and whatnot there. So, that’s cool right there in terms of just having that awareness. Okay, this is good.

Melody Wilding
Yeah, those strive qualities I mentioned before, they can all be strengths. You want to think of them almost like dials on the stereo. You can dial them up and you can dial them down. And when your qualities are well-balanced, for example, when your thoughtfulness is well-balanced, you’re able to be reflective and problem-solve and bring creative original ideas to the table. But when your thoughtfulness is not balanced for whatever reason, you’re stressed, you lack the right tools, you lack the awareness, well, then it can turn into impostor syndrome, overthinking. And so, they’re two sides of the same coin.

Pete Mockaitis
Well, I think I’ve got a good picture for how the strive qualities can be assets, and I’ve got a little bit of a picture for how that could be unpleasant as you’re inside the head of a sensitive striver. Could you paint perhaps a detailed picture in terms of the six strive qualities and how they can be working against you or feeling not so great?

Melody Wilding
Yeah. And I think many people will be familiar with this part. So, let’s take some of the most common examples. We talked about impostor syndrome. So, that is that feeling of being a fake, a fraud, despite your accomplishments, so it’s really just being really hindered by your insecurities. So, a lot of the clients I work with come to me because they say they are playing it safe in their career. They’re running away from more responsibility because of their lack of confidence. They don’t want to put themselves out there or take higher leadership positions, or they do take higher leadership positions and they self-sabotage or flare out early on. So, that is one common thing we see.

Also, something I call the honor roll hangover. And that is a combination of people-pleasing, perfectionism, and over-functioning. So, it’s called the honor roll hangover because many of our habits that many sensitive strivers are grownup A+ gold star students, who bring that same sort of mentality, “Be the best. Do everything right,” they bring that mentality with them into their careers. And while that helps them be successful then, that it’s not necessarily the same skillset it means to be successful particularly as you advance in your career.

Pete Mockaitis
And when you say over-functioning, that sounds like a good thing. But over maybe not so much, what do we mean by that?

Melody Wilding
That’s right. So perfectionism, most of us know perfectionism is not really the desire to be perfect, but it’s more the self-recrimination. It’s being highly self-critical, nothing you ever do is good enough, beating yourself up relentlessly for everything that you do, all or nothing thinking, that’s perfectionism.

People-pleasing can also look good, “I want to be helpful to people. I always want to be of value.” We hear that constantly from people in the workplace. But people-pleasing can look like agreeing to someone’s not-so-great idea when you don’t actually agree with it; morphing your opinion so someone likes you; or, a lot of folks I worked with who are managers and leaders will sort of downplay their opinions because they want their team to like them, or not give feedback. So, that’s people-pleasing.

And then over-functioning can look like a few things. It can look like swooping in to fix situations. You always have to be the one putting out fires. If others around you are very dependent on you, so if everybody comes to you for answers to the point where people don’t know how to do the work themselves, so you are basically an enabler. So, when you’re over-functioning, you tend to overwork as well. You tend to take on more than your share of responsibility.

So, if you take on emotional and mental responsibility for situations when it’s really not yours, an outcome of a meeting or a project and you are just beating yourself up and feeling horrible because it went sideways when, really, there was so much out of your control, then you’re over-functioning. And the problem with over-functioning is it causes other people under-function.

So, you can actually create this cycle where other people don’t take responsibility, they don’t step up, they’re not empowered, which only reinforces it because you feel more resentful, you feel like the kid in the group project who does everything by yourself and nobody else steps up, and it might be because you’re not giving them a chance.

Pete Mockaitis
Okay. Thank you. Well, let’s zoom in on some solutions here. When it comes to your inner critic, when it comes to second-guessing or rumination, when we’re in the heat of that battle in our brains, what do we do?

Melody Wilding
So, one of my favorite strategies and one my clients love is naming your inner critic, personifying it, giving it an identity that is separate from you. And this is simple but powerful because so many of us over-identify with that inner critic. It is the loudest voice in our head. It drowns out our intuition or our wiser self, the more balanced and calm self. And so, it’s so automatic and what we need to do is be able to gain distance from it so that we can hear what it’s saying but not necessarily buy into and act on what it’s telling us.

So, when you personify your inner critic, I recommend giving it a silly name or imagining it as a character from a movie. So, one of my clients named his Darth Vader, and actually got a Darth Vader Lego figure, put it on his desk so that every time his inner critic was acting up, he was able to look at it, yeah.

Pete Mockaitis
Well, Darth Vader is uniquely perfect because he’s so critical and so overreacts, like he’s going to choke you if you make a mistake, and so that is perfection. What are some other examples?

Melody Wilding
Well, I’ve had a lot of people call theirs the little monster or Gremlin. Some folks, a lot of Karens this year with the rise of…

Pete Mockaitis
Poor Karens in real life.

Melody Wilding
I know. I feel very bad for real Karens.

Pete Mockaitis
All listeners named Karen, we love you.

Melody Wilding
I know. Yes, that is very true. So, yeah, that’s a few of them.

Pete Mockaitis
Okay, yeah. Okay, so we give it a name. That’s a great tip. And then what?

Melody Wilding
And so, once you are able to gain distance from it, that’s half the battle. Half the battle is even recognizing when it comes up so that’s not so automatic. But where the greater power is starting to change your thoughts, starting to reframe the impostor syndrome dialogue that’s going on in your head. And so, this is really a process of self-coaching, and so much of my job as a coach is to put myself out of a job because I want to give my clients the ability to have a Melody in their head so they can coach themselves to better thoughts and better solutions.

And so, for example, if your impostor syndrome is saying…well, what are some critical thoughts that you struggle with?

Pete Mockaitis
Let’s see. I don’t know if, you call it negative self-talk but I don’t know if it’s so much of a criticism, it’s not like, “You screwed up. You’re bad. You suck. You’re unworthy of love.” I don’t have much of that going on but I can sort of dwell on the, “Ugh, I’m tired. I’m exhausted. This is too much. I don’t know if I can handle all of this.” Some sort of like, “Woe is me. Tired. Overwhelmed.” So, does that count as an inner critic? It’s not helpful.

Melody Wilding
Well, that’s what I would say, yeah. And so, one kind of coaching question, or coaching questions I come back to again and again and again, one of them is, “How is this thought serving you? How is that thought helping you reach your goals?”

Pete Mockaitis
Fantastic question. Usually, it’s not at all. Occasionally, it might help me anticipate something, like, “Hey, yeah, good point. That’s probably going to pop up so let’s prepare.” But more often than not, it’s just bellyaching in the moment which does nothing for me.

Melody Wilding
Yeah, exactly. And negative or critical thoughts stick around because there’s always a kernel of truth and usefulness. As you said, it helps us anticipate or prepare whatever it is but they become so outsized that it’s not helpful. So, that’s one question is, “How is this thought serving me?”

Another one that really stops people in their tracks is, “What am I making this mean about me?” That’s my golden coaching question that I come back to again and again, because, so often, we are personalizing other people’s actions and behaviors to mean something. We interpret it as something negative about us, “My boss used a period instead of an exclamation point. Well, that must mean they’re mad at me, they’re going to fire me. I knew he thought I did a bad job on that,” instead of looking at the facts of the situation, which is, “He used a period instead of an exclamation point.”

Pete Mockaitis
Oh, that’s so good.

Melody Wilding
And we go down this narrative, right?

Pete Mockaitis
And the stimuli doesn’t even need to be external. Like, in terms of me saying, “I feel tired,” I could say, “What does that mean about me?” I could leap to conclusions, it’s like, “Well, yeah, I’m out of shape. I haven’t been doing much working out. I’ve been neglecting my health and vitality. I’m getting older. I’m not as motivated as I used to be. I’m losing the fire. I used to be such a go-getter, and now I’m getting weak and soft.” Whereas, it could really just mean, “Yeah, you didn’t get enough sleep last night,” or, “Yeah, it’s been about seven hours since you had a meal. That’ll do it.”

So, that’s awesome whether it’s coming from the external or the internal. We could personalize and make it mean something about us that’s not so handy.

Melody Wilding
Yeah. And two other helpful tools to get past that then when you do find yourself personalizing or getting hooked by those stories, one is another acronym, that is THINK. So, you’re going to be thinking anyway, but THINK stands for, “Is this thought true?” Do I have factual evidence? Or is this an interpretation or an opinion? A fact is, “I made a typo in an email,” whereas an opinion is, “I’m horrible at my job.”

Is it helpful? “Is it serving me or others?” Is it inspiring? “Does it help me move closer or away from my goals?” Is it necessary? “Is it necessary that I focus on this thought now, that I act on it, or even pay attention to it or can I let it go?” And then last is kind. “Is it compassionate? Is it caring towards myself or to others?” And even just that, I’ve a lot of clients who just keep a sticky note on their computer with THINK. And whenever they find themselves going down that spiral, it’s an instant reset to help you access some of that more balanced, calmer, compassionate thinking.

Pete Mockaitis
Oh, I love that so much. Boy, this reminds me of, every once in a while, something reminds me of a verse, “Whatever is true, whatever is honorable, whatever is just, whatever is pure, whatever is lovely, whatever is gracious, if there is any excellence, and if there’s anything worthy of praise, think about these things.” If there’s any Christian in the house, that might resonate, like those are similar things and themes to think in terms of those are the kinds of things that are going to serve you and help get you where you want to be.

Melody Wilding
Yeah, that’s beautiful.

Pete Mockaitis
Right on. Okay, so we catch ourselves, I guess, in the moment. We go through the THINK acronym. And then what if we say, “Hey, you know what? No, it’s not true or it’s not helpful,” how do we kind of shimmy from there?

Melody Wilding
Yeah, part of it is even practicing on, practicing new thoughts, because new thoughts then lead to different actions. Because if your thinking is, “I’m not worthy. I’m not capable. I’m inadequate,” well, your actions are going to be congruent with that. You’re not going to put yourself out there. You’re going to diminish your successes. But if your thinking is more constructive, well, then you are going to put yourself out there, you are going to feel more confident.

And so, so much of overcoming impostor syndrome comes down to changing your thoughts, yes, but then taking a leap to act differently so that you get evidence to build your credibility with yourself. And so, when I have clients in my group coaching program, the first thing I say in our initial session to them is that, “You build confidence and credibility with yourself in proportion to the number of promises you keep to yourself.”

And so, if so many of us put other people first in our careers and in our lives, and we are the last person on the list that we say, “Well, I’ll take my lunch break today,” “I’ll finally take that course that I’ve been wanting to take,” that always falls to the wayside, or, “I’ll speak up in that meeting and I’ll share my idea this time,” “I’ll give feedback or I’ll ask feedback from my boss,” and we don’t hold ourselves accountable. And that only reinforces the negative thinking, the inner critic, the impostor syndrome thoughts, because, look, you are such a scaredy cat. You can’t even ask your boss for feedback? Who does that? No wonder you’re not successful at this job.

But if you take a leap and you keep that promise to yourself, well, you start changing. You have evidence to back up that new story that you’re telling yourself. You’re depositing in your confidence bank, so to speak.

Pete Mockaitis
That’s beautiful. Thank you. Well, tell me, Melody, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Melody Wilding
I think the last thing I wanted to mention around impostor syndrome is really internalizing your achievements because so many times, sensitive strivers, again, we place all of our attention externally on other people versus channeling it internally. Most of the time, when we channel our energy internally, it’s to be critical, it’s about how we’re not measuring up, or we need to be stronger, our weaknesses.

So, I have my clients keep a brag file, which is an ongoing place of work journal, essentially, where, on a daily basis or on Monday and Friday, they are talking about their biggest achievements, their biggest wins. And what’s important about this is it’s not to think of wins in the glorified sense of, “I made the company a million dollars,” but in the, “What moments of strength did I have? Did I overcome resistance? Did I do something that was hard?” It can be wins, like positive phrase and feedback, but it is important to do this because, if we don’t, the negativity bias will take over. It’s very easy to get to the end of a day or week, and feel like, “I did nothing productive or worthwhile today.”

And so, your brag file is a force point of reflection for you to do that and to help you really take in, internalize and appreciate how far you are coming. And through that, you can see your strengths, your talents, what type of work you are good at, so it can be useful in a number of different levels.

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

Melody Wilding
Mine would be a quote from Charles Dickens that says, “Have a heart that never hardens, a temper that never tires, and a touch that never hurts.” A very sensitive striver.

Pete Mockaitis
Oh, lovely. Thank you. And how about a favorite study or experiment or bit of research?

Melody Wilding
Lately, I have been reading a lot of future of jobs reports from the World Economic Forum, for example, about what are the skills, workplace skills that are going to be most valuable in the future, and it’s all things sensitive strivers are strong in – emotional intelligence, empathy, complex thinking, problem-solving. So, I have really just been fascinated by where the future of work is going and how much those skills are in demand.

Pete Mockaitis
And a favorite book?

Melody Wilding
Thanks for the Feedback by Sheila Heen and Douglas Stone. Fantastic book. If you have ever struggled with taking feedback or criticism personally, you need to read it. It completely changed the way I see communication and conversations in general.

Pete Mockaitis
Okay. And a favorite tool?

Melody Wilding
With this, I’m going to go with the Oura Ring. Not sure if you’ve heard of it.

Pete Mockaitis
Oh, yeah, it’s like a Fitbit except it’s a ring.

Melody Wilding
Yes, and I have mine on right now.

Pete Mockaitis
Okay, good.

Melody Wilding
And it’s fantastic. It tracks your sleep so it’s been really helpful to help me spot patterns in my sleep. It tracks your heart rate so it has really been helpful for helping me manage stress and build more healthier, productive habits.

Pete Mockaitis
Now, if I can dork out here for a moment.

Melody Wilding
Yeah.

Pete Mockaitis
Does it do stuff above and beyond what a Fitbit does or is it just more a form factor thing?

Melody Wilding
I think the sleep might be superior and deeper to what you can get with a Fitbit but I think beyond that, most of it is the same and it’s, yeah, it’s a fit and form thing.

Pete Mockaitis
Well, it looks cool. All right. And how about a favorite habit?

Melody Wilding
For this, I’m going to go with every Saturday I do a weekly reflection. I call it my CEO report, and it’s a time for me to sit down, quiet, no other distractions, and really log different metrics for my business, but also ask myself big questions about, “What is going well? What needs to be improved? What’s on the horizon?” So, it just really helps me feel grounded.

Pete Mockaitis
And is there a particular nugget you share with your clients, something that really connects and resonates, they quote it back to you frequently?

Melody Wilding
Yes, “Confidence isn’t a prerequisite for success. It’s a byproduct of success.”

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

Melody Wilding
You can head to MelodyWilding.com/book. That’s where you can find more information about me, my website, but also get your copy of my new book Trust Yourself.

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

Melody Wilding
Start viewing your sensitivity as a strength and the world will change.

Pete Mockaitis
All right. Melody, this has been a treat. I wish you lots of luck in your sensitive striving.

Melody Wilding
Thank you very much. Thanks for having me.