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.

776: How to Pushback Effectively and Stand Up For What You Want with Selena Rezvani

By | Podcasts | No Comments

 

 

Selena Rezvani reveals why self-advocacy is critical for success–and how to do it effectively.

You’ll Learn:

  1. How to turn a “vague no” into something you can use 
  2. The LARA framework for when you’re faced with a no
  3. How to know when it’s time to stop pushing 

About Selena

Selena Rezvani’s mission is to help professionals stand up for themselves at work and advocate for their needs. She’s the author of 2 leadership books, the bestseller Pushback and The Next Generation of Women Leaders. 

Selena addresses thousands of professionals each year and has been featured in TEDx, Oprah.com, Inc., Todayshow.com, and NPR. Today she’s a columnist for NBC News Know Your Value. Selena is based in Philadelphia where she lives with her husband Geoff and 9 year old boy-girl twins.  

Resources Mentioned

Selena Rezvani Interview Transcript

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

Selena Rezvani
Thank you so much, Pete. I love this podcast.

Pete Mockaitis
Oh, thank you. Well, I’m excited to get into your wisdom and I also want to hear about your experience. Recently, you’ve become an enthusiast for weightlifting, as am I. What’s your story here?

Selena Rezvani
Yes, I’m a runner and I dealt with some runner’s knee that made it difficult to do that at the same rate I had been doing it, and so I was really bummed. And then the world of weightlifting opened up, and I kind of created my own home pandemic gym.

Pete Mockaitis
Oh, great.

Selena Rezvani
And it’s been so cool and, like, really empowering, may I add.

Pete Mockaitis
You may, indeed. I feel the same way. What is it you love most about it?

Selena Rezvani
Well, I think it’s being able to watch yourself getting stronger and see some proof of that, you know, with bigger weights and bigger barbells and dumbbells and stuff, and doing things you didn’t think you could. It’s kind of nice to prove yourself wrong. How about you?

Pete Mockaitis
I feel the same way. And what I really like is I’m a believer in the notion of doing your best, but what’s funny, in my brain, I get all wrapped up in opportunity costs, “Well, my best, conceivably, I could spend 20 hours doing this thing to be my best.” But in the gym, it’s just very clear, it’s like, “It would be impossible for me to do a single additional repetition at this weight, and that is my best. That is just indisputable.” And then to watch that indisputable best go up and up and up, it’s like, “Huh, I have incontrovertible evidence that I am stronger now than I was one week ago, and that feels good.”

Selena Rezvani
Yes, that’s right. In a world where there’s not always a lot of concrete progress, right?

Pete Mockaitis
Totally. Absolutely. And it just feels good in terms of energy boost for the day and it just comes in handy, and I’m 38 years old now and, in not too many years, muscle begins going away from me, which will be a sad day but better to be ahead of the curve such that you’re able to rock and roll when you’re 90, hopefully.

Selena Rezvani
I think so. I think it keeps you young. I really do in a different way than other exercise.

Pete Mockaitis
Well, now I want to talk about some of the wisdom in your book Pushback: How Smart Women Ask–and Stand Up–for What They Want. Now, our listeners are mostly women but I am presuming, Selena, that these insights are, many of them, applicable to men as well. Is that fair to say?

Selena Rezvani
Yeah, it is actually, and to introverted folks, no matter how they identify their gender. Some of the same characteristics actually come up with folks who might struggle to speak up and speak their mind. So, I think very universal tactics here.

Pete Mockaitis
All right. Well, could you kick us off with a particularly surprising discovery you’ve made as you were researching and putting this together?

Selena Rezvani
Yeah, one of them came from my professor, actually kind of nudging me and giving me the kick and the push I needed to be a better advocate. And when I was in business school, I had this exciting opportunity to lead some research and choose what the topic of the research was and direct it, and you’d have to write a proposal, and I knew just what I wanted to do. I wanted to interview women about how they had negotiated their success, C-level women.

There’s only one problem, Pete, which is I didn’t know a single one, had zero connections to connections to them either, and my one female professor in my MBA program said, Lindsey Thomson is her name, she said, “Selena, I will approve your request to go interview women execs on one condition.” She said, “You have to go after the whales.”

Pete Mockaitis
All right.

Selena Rezvani
“You have to go after the women you think won’t even entertain an email from you, let alone an hour of their time.” And, thank goodness, she did that because so many of those women said yes, and those interviews changed my life, how I see leadership, and I knew this could help other people. So, it became a book, a business, a mission.

Pete Mockaitis
Well, now, even before we get into the particulars of the book, I want to know what are your pro tips for getting powerful, busy, influential people to say yes to you and take the time?

Selena Rezvani
That’s such a good question and one I haven’t thought about in a little while. I would say operate on a no-surprise basis, like, this is a group that doesn’t want to be surprised. They want to know, “Why me? Why this topic? And, like, why you?” Selena, the interviewer, in this case. And so, I think I needed to make that clear in my email pitch. It was an email pitch.

It wasn’t calling them on the phone or harassing but just a really open out-on-the-table, “Here’s why I think you’d be excellent. Here’s why I think this topic really overlaps and aligns with what you’re about. And here’s where I’m coming from and what I hope to do with it.” And so many of them either right away said yes, or those that had 57 questions tended not to, and I think that’s an interesting datapoint. It either hit and resonated or just it didn’t.

Pete Mockaitis
Yeah, that makes sense in terms of if a person has 57 follow-up questions, they’re not completely uninterested or else they would just sort of say no or ignore you, but they’re not fired up in terms of, “Oh, yeah, I’m so in. This is inspiring.” Like, “Well, this may be worth my time. What’s your projected reach and dah, dah, dah?”

Selena Rezvani
Exactly. And you have to remember, at that level, individuals have a lot of handlers and people weighing in, and communication departments, PR departments vetting things like this. Sometimes other departments are involved as well. So, sometimes my interviews had those individuals in the room with us as a kind of support to the executive or making sure they didn’t say the wrong thing. So, I think some of the questions may have been coming from the teams that’s surrounding these execs.

Pete Mockaitis
Understood. All right. Well, so onto the meat of things. What’s the big idea behind Pushback?

Selena Rezvani
Well, the big idea is that there are some gender differences that are really important when it comes to negotiating for what we want and for what we need. Women tend to report more apprehension asking for what they need, and yet they are excellent advocates, very effective advocates for others, saying, “This person deserves recognition,” or, “This person really ought to be promoted and advanced in the organization.”

And one more datapoint that really screamed out at me, women are less likely to negotiate when conditions are ambiguous. And if that doesn’t describe the workplace, I don’t know what does. It can be a very ambiguous place, a lot of gray area, and I wanted to do something about that. And so, that really led me to seek out 20 C-level women executives to understand, “How did you negotiate success at work?” And the culmination of those interviews, those best tips, those hardest-won lessons, is really what Pushback is all about.

Pete Mockaitis
Okay. Well, please lay it on us, what are some of the highest impact tips in terms of, there’s a lot of ways we could frame this, but I’ll say if I could be choosy, those that take relatively little effort and provide a huge return on that effort, and are relatively rarely practiced?

Selena Rezvani
Yeah. Well, there’s one that stands out to me. Something lots of professionals have brought up is, “I got a vague no. I mustered up the courage to pitch or propose or ask for something, and I got this vague dismissal of a no.” And one of the pieces of feedback I have for people is to really insist on objective criteria.

That may require you to peel the onion back. But a quick example of this comes from one of the women I interviewed, DeeDee Wilson, a CFO at Nike, and she said, “I was told, at one point in my career, ‘DeeDee, you’re just not CFO material.’” And she said, “You know, not only was that crushing psychologically but it’s like the least actionable input ever.”

Pete Mockaitis
Oh, yeah. And I’m also thinking fixed mindset much? Come on now.

Selena Rezvani
Right. This has been decided by the heavens, it seems like. And her advice was, first of all, she got to CFO, she got there. And her advice was, “Insist on that objective criteria, aka, a real reason.” She said, “In my case, I asked, ‘Is it my financial acumen? Is it my visibility in the organization? Is it my people management skills? What exactly do I need to improve to be eligible?’”

And guess what? She got some of those answers, and she project-managed her way to that promotion, really taking her manager by the hand, not waiting for somebody else to, like, anoint her. And I thought it was really helpful advice when you’re dealing with that ambiguous no.

Pete Mockaitis
Yeah, boy, that really resonates and there are so many different flavors of a vague no, like, “Oh, maybe next quarter or so when we have a little bit more budget.” Okay, like that’s unclear timeline, unclear how much budget.

Selena Rezvani
Yes. Or, one of my favorites is also, like, “Well, I’m supportive of you, Pete, getting the raise. It’s just the backdrop right now or my higher-ups may not be.” This kind of like little bit breadcrumb support that’s thrown to you, and yet it’s not the same as someone giving you the greenlight or advocating for you.

Pete Mockaitis
Yeah, absolutely. And so, then in those situations, and that scenario, for example, is it to ask very specifically, “Which higher-ups and what are their concerns?” Or how would you play that?

Selena Rezvani
Yeah, I would and I’d even go so far as to ask something like, “Would you be comfortable with me talking directly with Ted or Susan?” Maybe that’s a skip-level person, but sometimes the person is burdened who you’re asking, and they are supportive of your ask but it would be a relief for you to handle it directly with HR or with that skip-level manager, so I would absolutely do that.

I’d be persistent, “I hear you telling me it’s not a good time right now. I’m going to put time on our calendar four weeks from today, so please expect that invite in your inbox.” Unfortunately, you can’t always operate from a place of trust, like, “I’ll trust you to take care of me. I’ll trust you to remember.”

Pete Mockaitis
Right. And not distrust as in that they’re all snakes and liars out to get you, but rather that you can fall by the wayside in the cacophony of competing priorities that are out there.

Selena Rezvani
That’s right. Right. And maybe an even better frame is ownership, to think about it as an ownership, that in a perfect world, you’re co-owning your development and advancement with your boss or your organization. You and your organization co-own that. In this case, you need to operate much like you fully own it and that you’re going to move the ball up the field. You’re going to advance it, because what’s the old saying, “Managers have short memories.” They have so much going on that we can’t always assume they’re thinking about our development and where we need to go next.

Pete Mockaitis
Okay. Thank you. Well, we zoomed out a little bit. Could you share just a few of the key principles that we should bear in mind when it comes to self-advocacy? Any kind of top do’s and don’ts that make all the difference?

Selena Rezvani
Yeah, one of them that I really like that could be counterintuitive to folks is to bring options to the table. So, if, for example, you’re not feeling the love with your project assignments. You’re doing a lot of the same and you’re not really growing. When you go to that one-to-one to talk to your manager, don’t just bring one preferred outcome, like, “Hey, I’d really like to come off project Déjà vu.” Maybe that’s your first choice and you can bring that up. But in your back pocket, you want to have some other options that allow you to extend the conversation and elongate the dialogue that’s going to serve you.

So, in your back pocket, you might have a second option, like, “Hey, next time, Dan, a director I admire, has an opening on his team, I’d really like to be considered.” And maybe you have yet a third option, “Hey, I’m very interested in getting exposure to XYZ client of ours. Is that something that we could look at together, me getting involved with that client?”

Why do I say this? Well, we all know some yeses are easier to grant than others but we’ll never know unless we ask and we present some different options. Sometimes there’s money in the professional development budget, not the salary budget right now. And so, you get to learn about some of that when you bring options to the table.

And a lot of people shy away from it because they think it’ll make them look entitled or like, “I’m asking for the world.” But it’s really not that way. If anything, it gives you maneuverability to say, “I hear you telling me no, Pete, on coming off project Déjà vu. Would you consider? What do you think about?” And that can be very powerful. It signals your self-confidence.

Pete Mockaitis
And that you’re flexible, you’re reasonable, you’re willing to work with them, as opposed to just adamant, “My way or the highway. This is my thing and I’m not backing down no matter what.” Cool. And then when we think about sort of the emotional dimension of this, I think that’s huge in terms of, “Oh, I’m scared. I don’t want to look demanding,” or any number of undesirable things. Are there any sort of mindsets or mantras or ways you recommend folks deal with that internal mental game?

Selena Rezvani
Yes, and I struggled with this myself for so long. I grew up in a household where I was taught to defer to authorities, to authority figures, to take just enough, don’t be greedy, be humble, don’t be too bold and brash in what you ask for. So, there’s a lot of undoing, and maybe some of the people listening can relate to that. That can be stuff you bring with you as an adult into the workplace.

And so, one of the things I would encourage you to do is stoke a sense of belonging in that conversation. I tell myself, as a mantra, “I four-hundred percent belong in this job interview,” in this podcast conversation, in this negotiation, in this high-stakes board meeting. Fill in the blank. But, oftentimes, when we tell ourselves, “Ugh, I don’t belong. I’m this foreign visitor coming to this place. I don’t think I should be here.” It creates all kinds of uncertainty.

And, oftentimes, when we get resistance in a situation like that, we can kind of slink away at the first sign of no. And so, it is so important to stoke that sense that, “I belong. In fact, I four-hundred percent belong.”

Pete Mockaitis
I dig it. And that’s a good mantra. And I find in my own experience, I really do well when…I’m thinking about sort of, in my entrepreneurial journey, like pricing, it’s like, “Ooh, I don’t know if I should really ask for that big number. That seems outrageous.” But then once I really do the research, like, “Oh, okay. If I take a look at the cost per learning hour benchmarks associated with dah, dah, dah, dah, dah, well, shucks, like this is a bargain.”

And so, I have some evidence that’s like, “It’s not just my opinion that this is a good deal or a worthwhile price but, in fact, relative to the alternative options, this is absolutely a smart investment that folks should be making.”

Selena Rezvani
Right. Absolutely. And you are smartly kind of stopping to do research and not looking for all the validation in your pitch or your proposal externally from other people, but you yourself are validating your own pitch, and that matters. That makes us sit up a little straighter. It makes us speak with more conviction when we’re asking for something. It empowers us to go a few more rounds in the conversation. So, I tell people, like, “The power phase is not when you’re in the room. It’s the getting ready. It’s the research. It’s the preparation,” like you did.

Pete Mockaitis
And I also want to get your take on particular words, phrases, magical sentences, scripts, that just really come in handy in a lot of circumstances, whether it’s the key questions. Or, what are some of your faves?

Selena Rezvani
Yes. So, one of them comes from Stanford, and it’s called LARA. I don’t know if you’ve heard of it, L-A-R-A, but it’s a simple doable thing. So, let’s say you’re getting some resistance in one of these conversations. You just made an amazing proposal, let’s say, for a new role that doesn’t exist but could add lots of value, and someone’s kind of, “Ahh, I don’t know. I don’t think we could do that.” The L stands for listen, so listening.

Pete Mockaitis
“I’m hearing you say you’re not sure if we can.”

Selena Rezvani
Yeah. And even maybe quieter than that, in the sense that I have nine-year-old twins, and one of the things they teach them is whole-body listening, like really making somebody feel heard with your whole body generously listening. Your torso, your eyes, everything is focused on that person. The next one, affirm. A is for affirm. And that might be what you just said. It might be mirroring back what you heard or it might be validating a concern, “I hear you telling me this is really shockingly new and different. And I hear you on that.”

R is for respond, “But I want to tell you that this role is actually not so new and different. In fact, it’s a lot like a role that exists in the next division over that’s been really successful.” And then the A is for ask questions. So, you might end something like that by saying, “You know, what would need to be true for you to get behind this role? Or, what else would you like to know about that role I referenced over there, the best practice kind of role? What could I share with you? Or, what would be helpful for you to know about that position?” So, I love that framework. I think it comes from a place of empathy and wanting to take other’s perspectives, and that’s what important conversations are all about.

Pete Mockaitis
I love it. Any other key phrases?

Selena Rezvani
It’s a framework, if you will, rather than a phrase but I really love it as well and, again, it starts with empathy. But before you go in that room and you ask for something, as you’re doing preparation, think about your audience, it could be an audience of one or a team, think about their GPS, which stands for their goals, passions, and struggles.

And if you can integrate even if only in a small way something about how this new role you’re proposing will further the goals of your manager or this team or division, or how it’s going to push us and advance us further towards a passion, that’s the P, a really deeply held interest, a meaningful interest or passion that people care about. Or, how is it going to alleviate a struggle? And that’s the S. How is what you’re asking for going to somehow make a pain point less burdensome?

This is actually how one woman I interviewed got more responsibility. Her boss would complain to her in kind of a good-natured way about some of the projections he had to come up with for executives, and she said, “Hey, look, I know this is a burden on your time and yet it’s also a goal you’re on the hook for. What if I assume these projections?” Think about how yes-able she made her request when she framed it that way. So, I think GPS – goals, passions, struggles – can be just be an awesome lens to look through before you present information, ask for something, make a bold new proposal.

Pete Mockaitis
Okay. And as you’re being persistent and advocating, how do you know when it’s time to stop?

Selena Rezvani
That’s a funny one because it can be so individual. But, honestly, from some of the executives I interviewed, there was a magic number that kind of emerged of three.

Pete Mockaitis
All right. We like magic numbers.

Selena Rezvani
Yeah? If I try it three different ways and I have asked for feedback, I have really tried to make the value of this idea shine through, and I’m still getting a stonewall, it’s time for me to either get on board or shift focus. And so, I think there’s something to be said, especially in corporate environments. Might be different if you’re an entrepreneur. But, particularly for professionals, I think that’s a good compass.

Pete Mockaitis
I appreciate that because I’m sure there’s some variability and yet it’s comforting to have a clear figure. And that sounds about right to me on both sides in terms of if I’m going at it four, five, six times, or I’m hearing it a fourth, fifth, sixth time, it’s like, “Okay, this is just annoying now.”

Selena Rezvani
Right. That’s right. Like, you have to learn to move on.

Pete Mockaitis
“I feel like you’re not even listening to me, so I don’t know what else to say to you about this matter.” Thank you. Well, tell us then, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Selena Rezvani
Yeah, I think there’s a really important one to mention, which is when you do tap your network, and I think it’s really important that you do as part of your preparation to get smart and to do your research, particularly around compensation, this is some un-advice. We all love some don’t do’s. And that un-advice is don’t just talk to your friends.

There is some really interesting research done on physicians, and it showed women are more likely to talk to their friends when asking for compensation data or trying to get a ballpark or a benchmark of where they belong. Men are more likely to seek people out as reference points who are very much related to the role. So, while women are more swayed by rapport, men are going after people who closely aligned with the role.

And I think it’s so important, even though it can be awkward and uncomfortable to have money conversations, to really consult that broader network of individuals, not just people who look like you, or are like you in some ways. We already know you get some of the best opportunities from those weaker ties in your network, not your inner tight little circle. And so, I can’t urge people enough.

I made this mistake myself as a young management consultant at a big firm. I psyched myself up to go ask for a raise and a promotion and I consulted two people a little further along at my firm than me, and I was really proud of myself for doing that because it was scary but they were my two best girlfriends, and it’s like, “Who else should I talk to?” Men. Maybe even some people outside the firm.

And so, I hope people will learn from that mistake to think broadly. You want accurate good data. Take those calls from recruiters. That can also round out the picture of where you should be money-wise. Just by taking those calls and hearing, “Well, here’s I place you,” can be really helpful.

Pete Mockaitis
That certainly is handy as they’re talking to a lot of employers and a lot of employees, so they’ve got their finger on the pulse there. I’m just sort of putting myself in the situation where I’m reaching out to somebody I don’t know that well, and I want benchmark information about their compensation. How on earth does one articulate that request? “Basically, how much money are you making?”

Selena Rezvani
Right. Right. Slipped in between two other questions. No. I think being upfront and honest works for people and giving an out is really powerful, “Hey, Pete, I’m excited to be looking at new roles, and I wondered if you’d be open to talking to me about compensation and your experience with X. If you can’t for any reason, that’s totally okay.” And just allowing people that so it’s just extra not awkward to say, “You know, I can’t,” or, “I’m too busy,” or, “I’m happy to.”

And one other tip with that to make it a little less awkward is if you can bring like a gift. Maybe it feels like you’re asking in this case, but is there something helpful that’s related to the conversation? Maybe there’s a salary study in your industry, and you’ve just equipped yourself with that. Offer to give it to them or share a helpful resource.

Pete Mockaitis
That is handy. I’m thinking about getting first, it’s like, “Hey, I’ve collected a few datapoints and I don’t know if they’re perfectly applicable. I see X, Y, Z, A, B, C,” and then they might feel more comfortable commenting on those, like, “Huh, those seem a little low to me.” Or, if you’re talking about compensation, they might not tell you directly their package but, “Hey, when I was interviewing for different director roles, I tend to be offered between X and Y, but, ultimately, I prioritized this other benefit or piece of the package, and so I was willing to settle for a little bit less provided that they dealt with that.” So, that way they haven’t told you precisely “$268,000, Selena, is my total all-in compensation,” but rather, “Okay, somewhere in this ballpark,” and it’s not as personal, and that’s handy. Thank you.

Selena Rezvani
I love that. I love your suggestion. And some people don’t even ask the outright question. I’ve heard some people say things like, “How did you go about negotiating the budget for your lab?”

Pete Mockaitis
All right. Well, that’s a very different question.

Selena Rezvani
Like, “How did you approach it?” And so, that’s also another kind of slightly different angle.

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

Selena Rezvani
There’s a great quote I love and it makes me, like, tingle every time I read it or see it. And it’s, “Happiness is going from failure to failure without losing your enthusiasm.”

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

Selena Rezvani
So, one of my favorite studies is The White Lab Coat Study out of Northwestern. And it says so much about mindset. And what, essentially, happened was people were asked to wear white lab coats, something that we generally associate with care and attentiveness and doctors and scientists. And what was fascinating is people who were not scientists or doctors, when they wore these white lab coats, tended to exhibit more of those traits, those qualities.

And, to me, that is fascinating and applies to all kinds of ways that we carry ourselves into important conversations. And this idea that we can ascribe meaning to the way we present, whether it’s our clothing or something else, and we can use it to our advantage.

Pete Mockaitis
Absolutely. We’ve had guests talk about psychological Halloweenism and enclothed cognition were some of the phrases associated with this, and I love it. Sometimes I deliberately put on my blazer before a podcast interview just so that I’d be a little bit more professional and attentive to the matter at hand, as opposed to just chit chatting about whatever.

Selena Rezvani
Yes. Yes. For you it’s a blazer, for me it’s color. Like, there’s something about just really bright colors that makes me feel bolder, more optimistic than something else. So, I love that it’s different for you and me, and probably for people listening, too.

Pete Mockaitis
I will occasionally take out my high school homecoming king crown when I need a boost or I feel sad.

Selena Rezvani
I love that.

Pete Mockaitis
“People still like me.”

Selena Rezvani
That’s right.

Pete Mockaitis
“I have a crown to prove it.”

Selena Rezvani
I love it. You should do your whole podcast in that.

Pete Mockaitis
It’s getting so beat up because it’s so old now. And, tell us, is there a key nugget you share that really seems to connect and resonate with folks; they highlight it in the book, or they quote it back to you often, or re-tweet it?

Selena Rezvani
It’s this idea that don’t give the other person all the power. I tell people, “If you put someone up on a pedestal, don’t be surprised if they start to look down on you.” And sometimes, when we’re negotiating with an authority figure, we put ourselves way down here and we put them up here, and I caution against that. If anything, approach it peer to peer, like, “It’s you and I versus the problem in front of us. You and I simply having a conversation that’s going to end in agreement.” But not the hierarchy. You don’t need to bring that in.

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

Selena Rezvani
Come see me at SelenaRezvani.com. You’ll see a contact form there and on all your socials. I love sharing career advice, so you’ll find me on TikTok and Instagram, LinkedIn, Facebook.

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

Selena Rezvani
I would say don’t wait for the conditions to be perfect. They rarely are. So, whether you’re trying to negotiate a better return to office setup, or taking your vacation and totally unplugging and not getting calls from the office, or asking for a job title that actually reflects your job duties, now is a great time to ask for that. Don’t think to yourself, “Oh, because it’s a time of change or flux, I better not.”

No. Actually, “Times have changed” are some of the most lush productive moments to ask for what you need because things aren’t written in stone. So, be emboldened to make those changes right now even if things are a little bit up in the air in your company. It really relies on you being your own vocal champion.

Pete Mockaitis
All right. Selena, thank you. This has been a treat. I wish you much luck in all the ways you push back.

Selena Rezvani
Thank you, Pete. You are awesome. And thanks for all that you’re doing to help people really thrive at work.

775: Susan Cain Uncovers the Surprising and Uplifting Power of Sorrow and Longing

By | Podcasts | No Comments

 

 

Susan Cain explains how embracing bittersweetness helps us lead more creative, connected, and fulfilling careers and lives.

You’ll Learn:

  1. Two simple shifts to make you more courageous
  2. How a bias for positivity is holding us back
  3. How to keep your brain from wallowing in negativity

About Susan

Susan Cain is the #1 bestselling author of Bittersweet: How Sorrow and Longing Make Us Whole and Quiet: The Power of Introverts in a World That Can’t Stop Talking, which spent eight years on The New York Times best seller list, and has been translated into 40 languages. Susan’s TED talks have been viewed over 40 million times. LinkedIn named her the Top 6th Influencer in the World, just behind Richard Branson and Melinda French Gates. Susan partners with Malcolm Gladwell, Adam Grant and Dan Pink to curate the Next Big Idea Book Club. They donate all their proceeds to children’s literacy programs. Visit Susan at susancain.net.

Resources Mentioned

Susan Cain Interview Transcript

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

Susan Cain
Thank you so much, Pete. It is awesome to be here.

Pete Mockaitis
Well, I’m excited to dig into your wisdom and some insights from your latest book Bittersweet: How Sorrow and Longing Make Us Whole. And congratulations on hitting number one on New York Times’ Best Seller list, that’s pretty fantastic. Good job.

Susan Cain
Thank you so much.

Pete Mockaitis
But maybe, first, I’m dying to know, and I think many of the listeners are as well, so you’re also quite famous for your book Quiet: The Power of Introverts in a World That Can’t Stop Talking. And you do public speaking all the time, and I understand that wasn’t your favorite thing to do. Could you maybe tell us how you found some growth and development there? And did you learn to enjoy it all the more?

Susan Cain
Oh, God, yeah. I mean, so you have to know where I was starting from because it wasn’t just that I didn’t enjoy speaking. It was that, like, I can sometimes literally vomit before a speech, and I would always lose five pounds in the week before a speech because I couldn’t eat and I couldn’t sleep. Like, it was very intense. And I used to be a lawyer before I became a writer, so during all that time I was a lawyer, I just gritted my teeth through that suffering.

But then when I became a writer, and like I really cared about getting my message out. I didn’t want my phobia to stand in the way, so I kind of tackled this issue that I had. And here’s the secret, and what I’m about to say applies to any fear that your listeners might have, any fear. The way to overcome any fear is you have to expose yourself to the thing you fear, you can’t hide from it, but you have to do it in very, very small, very manageable doses.

So, you can’t start by giving a TED Talk if your fear is public speaking. You have to start by going to the nicest Toastmasters meeting you’ve ever seen. Or, in my case, I went to this seminar for people with public speaking anxiety, where everybody was really nice and all you had to do was, like you’d start by this really small exercises. Like, the first day, you’d get up and say your name and sit back down, “Congratulations. You’re done.” 

And you’d ratch it up little by little by little by little by little from there, and, in this way, you’re basically training your brain that the thing that it reacted to, as if it were a saber-toothed tiger, you’re basically training your brain, “Oh, it’s not a dangerous tiger. It’s a daffodil, and it’s okay.”

Pete Mockaitis
That’s cool.

Susan Cain
Yeah. And so, it’s just sort of a long process but anyone can do it. That’s the great news.

Pete Mockaitis
As I put my brain in that situation, I think one of the funnest parts for me would be just creatively ideating and trying to determine what might be that next super tiny step. And it’s so funny, it’s just like, I’m thinking about virtual reality, like you can’t do it for real. You can even do it there. So, that’s nifty.

Susan Cain
It’s interesting to me though that you described that as fun. So, let me ask you this. Were you ever a nervous public speaker, or no? And the reason I asked this is because I never would’ve described the process as fun while I was in it. It was more like something I needed to do.

Pete Mockaitis
I don’t think the doing it is as much fun so much as the thinking, “Oh, there is a super tiny step. That’s something I could feel like I can get a victory on that is not terrifyingly overwhelming.”

Susan Cain
Right. Right. Right.

Pete Mockaitis
But, yeah, the doing would be difficult. I’d say I never had the vomits pre-public speaking but I…

Susan Cain
I never heard it called the vomits.

Pete Mockaitis
But I did…I certainly felt nerves. And I guess I somehow managed to convince myself that I was excited and then I believed it, and it’s a rush. I remember a speaking mentor said, “When it comes to public speaking, it’s like, man, sometimes there’s this electricity and sometimes you get electrocuted,” in terms of how it seems to go, and that’s been my experience. I’ve had some talks that didn’t go as well.

And, in a way, those have been super helpful in terms of taking a real good look, like, “What went wrong there?” And all of it was sort of like assumptions I had made about the audience in advance, like, “Oh, they’re not already jazzed about this topic,” and it’s more of a general audience, and so it’s oopsies, lessons learned. But one fun thing about talking about on How to be Awesome at Your Job is all the listeners already care about being awesome at their jobs, so we got that covered.

Susan Cain
Right. Yeah, so you already know what they’re excited about, hearing about. Well, I’ll give one other public speaking hack that I think is really huge for people who are afraid of public speaking, which is that if you are afraid of it, it is because you are attuning excessively to being judged. You’re like your relationship with the audience emotionally is that they’re the judge or perhaps the executioner, and you’re like the penitent before them. That is not a helpful relationship obviously.

What I would try to turn that into is to think in advance, like, “What…” from your heart, like really think at a heart level, “What is it that I want to convey? What can I say that’s going to be truly helpful today? Even if it’s just helpful to one person in the audience, what could I do that could truly elevate someone’s life?” And then you’re going out there in the spirit of like, “What can I give?” as opposed to “How will I be judged?” And it’s a completely different energy. Completely. It’s very transformative.

I don’t find that that works if you’re in a state of extreme, extreme anxiety, but once you get to the point where it’s stamped down and you’re in the realm of manageable butterflies, shifting your energy that way is really transformative.

Pete Mockaitis
Oh, beautiful. Well, Susan, you’re already providing fantastic insights, and we’re not even on the main topic yet, so this is going great. Well, all right, tell us, Bittersweet, could you maybe kick us off by sharing a particularly surprising discovery you made while researching and putting this together that has been really striking for folks?

Susan Cain
I think our culture, I know our culture, is so confused, so kind of bedazzled by the idea of being positive at all times that it doesn’t have the ability to distinguish between this incredibly productive and creative state of bittersweet melancholy versus clinical depression. We don’t have a language for distinguishing between the two. We don’t have a way of thinking about it.

Even if you look in the field of psychology, you’ll find psychologists talking about this around the edges but in the center of the field. And yet, like the state of bittersweet melancholy that I’m talking about in my book is one of the greatest power sources that we have of creativity and of human connection, and of a sense of self-transcendence and spirituality, so lots of the goodies that lots of people want, both for their work lives, their creative lives, their emotional lives, and yet we’re living in a culture that’s telling you that the only way to get there is through a kind of relentless upbeat optimism. And that’s just not true.

Pete Mockaitis
All right. That sounds like a thesis statement. I love it. Well, then could you paint a clear picture for us and draw as bright a distinction as we can between depression and bittersweet?

Susan Cain
Yeah. So, with depression, you’re in a state where it’s a kind of emotional black hole. You’re in a state of despair. You’re in a state of hopelessness. You’re not in a state of like being in touch with things. You’re in a state of like, “I’m worthless. Life is hopeless. I’m cut off. There’s nothing to be done.” When you’re in a state of bittersweetness, you’re acutely aware of both the sorrow and the joy in this world, and the fact that they’re forever paired but with that comes an acute awareness of beauty and an ability to transform pain into beauty.

So, it’s actually a very hopeful state. It’s a state of meaning. It’s the reason that after 9/11, for example, we suddenly had a lot of people signing up for jobs as firefighters. And after the pandemic, we’ve suddenly had a lot of people enrolling in medical school and nursing school. And neither of those responses make sense on their face. That’s kind of like here are people reacting to a dispiriting and dangerous situation by signing up for more danger, like signing up to be at the heart of the danger.

But what they’re really doing is they’re turning in the direction of meaning, which is what people have the capacity to do. We have the capacity to respond to life’s difficulties by turning in that direction of meaning in our careers and in our life orientation.

Pete Mockaitis
Thank you. And I love it if we could continue of painting a picture of what you call bittersweet. I guess as I’m thinking about 9/11, for instance, and where I was and what’s going on, like I felt confusion, sadness, shock, anger. It wasn’t like bittersweet as like, “Oh, my baby is growing up,” and so that’s what I first think about when it’s like, “Oh, she doesn’t want to be held as much,” or kind whatever. And so, that’s kind of what leaps to mind when I have the word bittersweet to me. Can you unpack a bit more of the vibe, the texture, the look, the sound, the feel of bittersweet as you describe it?

Susan Cain
Yeah. And actually, the example of your baby growing up is, I think it’s a fantastic example because bittersweetness really is…it’s about, as I say, the pairing of joy and sorrow, and the fact that that’s what this life is, but it’s also about the recognition that everyone and everything we love most will not stay the same, will not live forever, all of that. And then what comes with that is this beauty.

I have a bittersweet quiz that it’s at the beginning of my book and it’s also on my website for people who just want to take it quickly, which is SusanCain.net but I can give you a few questions from it to give you a sense. So, one question is, “Do you react intensely to music, art, or nature?” Another question is, “Do you draw comfort or inspiration from rainy days?” That’s sort of like cozy, poetic, rainy day vibe. And another one is, “Do you like sad music?”

We actually know that people listen to the happy songs on their playlist about 175 times, but they listen to these sad songs 800 times. And we know that it’s the sad music that gives us the goosebumps and the chills as opposed to the happy music. And I love the happy music and the dance music is great. It’s just that there’s something in that vein of art created with a tinge of melancholy that gets people in the real heart. It’s just something for creatives to know, in general. It’s like sort of the secret to the creative sauce.

Pete Mockaitis
Yeah. When you talked about happy and sad songs, I think that really does nail it because I’m imagining like your wedding playlist, like, “Too high,” “Hot damn.” So, there’s that, and so that’s fun. But then as I’m thinking, like sad songs, the first thing that came to mind was “Champagne High” by Sister Hazel, which, if you look at the lyrics, it’s really heart-wrenching.

It’s about a person who is at someone else’s – geez, I’m getting choked up – he’s at someone else’s wedding that he was in love with, and he had hoped to reconnect but it just didn’t quite work out, like, “Dude,” like, “Whoa.” Like, if you put yourself there, it is deeper and it’s hitting the heart. And, at the same time, it’s not all just gut-wrenching tragedy. It’s like, “Ah, we had something beautiful, didn’t we?” And so, there it is.

Susan Cain
Yeah, because what you’re really talking about is longing, which is the real key to human DNA. That’s really what drives us at the end of the day. Look at every single religion, they’re all about the longing for the more perfect and beautiful world. It’s like you’re longing for the Garden of Eden, you’re longing for Mecca, you’re longing for Zion.

The Sufis long for the beloved of the soul, that’s what they call the divine. And then we do that creatively, too. We have Dorothy is longing for somewhere over the rainbow. That’s really what glamor is, if there’s anybody listening, where you’re in a kind of glamor field, and that’s what you need to understand what glamor really is.

Glamor is like a pictorial representation of that perfect state, of perfect love, and perfect beauty in an otherworldly sense that we long for. That’s why there’s the kind of iconic image of the shiny convertible driving around the bend to nowhere. And inside the convertible, sits the beautiful couple, and it’s like a representation of this perfect love, and they’re driving around the bend to the perfect unseen. That’s what drives people.

Pete Mockaitis
And what’s interesting, as I think about such a scene, one’s emotional response would be, “Ahh, I want that.”

Susan Cain
Yes.

Pete Mockaitis
Or, “Oh, I’ll never have that.” And then maybe that’s the distinction right there. The latter, I don’t know if it has a bit of hopelessness going on. And so, it’s interesting, like what we’re talking about is so deep and human, it almost feels inappropriate to, I don’t know, weaponize or utilize this, but that’s what you’re saying. It’s, like, it is a force. And so, if we think about the context of people wanting to be awesome at their job, how do we tap into this in a way that we find brings about more wholeness and awesomeness?

Susan Cain
Well, first of all, if you want to understand your co-workers, you have to understand, which is one of the, obviously, the great ways of being awesome at your job is to work well and really care about the people you’re working with. You have to understand this is at the heart of their nature and it’s at the heart of your nature, too. And it creates spaces for people to show up that way, if you’re a team leader, for example.

But, also, it’s like, let’s say even before you get to your job and you’re thinking about what the right job is for you, and maybe you’re not sure, and maybe you don’t know if you’re in the right job or if you’re even in the right career, I would ask yourself, like, “What do you long for? What are you longing for?” And pay attention to the symbols in your life.

If it’s okay, I’ll tell you a quick story from my life to sort of illustrate what I’m talking about. So, I used to be a corporate lawyer before I became a writer, and I was totally in the wrong field for me but I got really caught up in it, the way one does. You know how it is. You’re like in a field and then everyone you know is in that field, and you’re doing it 24/7, so you’re living in this hermetically sealed bubble. You can’t see outside of it.

So, I was caught up in it, I was trying really hard to make partner, I was working all the time for years. And then this day came when a partner in the firm…I wrote all about this. He came and he told me I wasn’t going to be making partner. And, at the time, like I received this news as a catastrophe but I went home the next day, or a little bit after that, I left the firm. I took a leave of absence and a few weeks after that I ended a relationship, a seven-year relationship that had always felt wrong.

And so, now I’m like floating around, like no career, no love, I’m in my early 30s, and I’ve fallen into this relationship with another guy. He’s a musician, he’s a lyricist, a very lit up type of person, and it becomes a kind of obsession, and I can’t shake it, and I can’t stop thinking about him. There’s nothing I can do to extricate myself from this obsession.

And then a friend of mine says to me, she’s like, “If you’re this obsessed with this person, it’s not only because the person himself. It’s because he represents something you’re longing for. So, what are you longing for?” And it was like the minute she said that, I knew the answer. He was a musician. He was, like, he represented this life of art and writing that I’d wanted to be part of. Since I was four years old, I’d wanted to be a writer, and I had put all that on hold for decades.

And as soon as I understood that, the obsession fell away, I started writing for real, and that was it. That’s a kind of dramatic version of it but I think we can all be asking ourselves those questions all the time. Like, you’re working really hard so that you can get a house. Like, what does the house mean to you? What does it symbolize to you? What are you longing for? And make sure you’re orienting your life around, really, what your heart’s longing is telling you because career years have a way of adding up really quickly, and you want to make sure you’re putting them in the right direction.

Pete Mockaitis
And we can often take such wildly circuitous routes to what we’re longing for. Like, did the musician relationship end up working out?

Susan Cain
No, no, and that was fine.

Pete Mockaitis
Yeah, I thought…I didn’t want to, ”Yes, he’s my husband.”

Susan Cain
No, no, no, it was actually not so long after that that I met my husband. It’s all good, happily ever after.

Pete Mockaitis
If we’re doing something in order to meet another longing, which you may be aware of or not aware of, we could probably be better served just by going directly after that which we’re longing for.

Susan Cain
If you knew what it was.

Pete Mockaitis
Well, yes, that’s where I’m going next. What are your pro tips on surfacing that?

Susan Cain
Well, most of all, really, to pay attention to what it is. Like, what is the key question that you keep asking yourself? What’s the thing that you’re staking everything for? What does it mean to you? What does it mean to you underneath it all? What’s the life you truly want? What does home look like to you? I would ask yourself that question. Getting to this fundamental, like, existential longing that we all have. We’re all longing for home in some kind of way. That’s how humans are designed. So, what does home look like to you?

Pete Mockaitis
And could you share with us a few articulations of that from folks that you’ve spoken with, heard about, talked to?

Susan Cain
Gosh, let me think of some good ones for you.

Pete Mockaitis
I guess what I’m saying is I imagine you’d say, “What I’m longing for is a Ferrari.” It’s like, “Hmm, that’s probably quite not the core of it.”

Susan Cain
Well, it’s funny that you say…that you give that example of the Ferrari because I actually wrote in the book about this seminar that I attended about longing for love. It was given by this great writer, Alain de Botton, and he actually gives the example of a Ferrari owner. It’s like very often the person who’s buying the Ferrari, they’re not necessarily after the Ferrari. Like, they’re after love and admiration. That’s often what’s motivating them.

So, it’s like always looking two or three steps underneath. Very often, when you feel like absolutely driven by something, there’s often something going on underneath it, to ask yourself what the true motivation is, what the true source is.

Susan Cain
So, here’s another example of somebody who I interviewed. So, she had been working at an international consumer goods company, doing sort of consumer research for some years. And, in this work, she…part of what you do with consumer research is you’re listening to the stories of your consumers, you’re asking them a lot of questions, which is something she found that she loved doing. She loved listening. She loved drawing them out. She loved hearing their stories. And the more she did this and the more she listened to the women’s stories and the women’s dissatisfactions, the more with their lives that they were talking to her about, the more it tapped some kind of like a primal longing in her to go back home – she was from the Middle East originally. She had come from a family where there’d been a lot of suffering and abuse of the women in the family, and she realized what she wanted to do was like a kind of healing work of the kinds of women who had been in her family, who these women in the consumer research job had reminded her of, that they kind of set this longing, a light in her.

And so, she goes back to the Middle East and she starts…and I’m being vague about where she’s from because she doesn’t want me to use her name, but she starts a not-for-profit where she’s helping refugees and helping former women prisoners, and she’s doing this work for them but what she’s really doing is trying to correct some of the wrongs that had been done to the women of her family. And it was like that was when she started to feel whole is when she did that kind of work.

Whereas, the whole time she’d been at the consumer research firm, she was like fascinated by the stories but felt a kind of a kind of…she called it like a numbness and a deadness inside, and she started to come alive when she did that kind of work. But what ignited in her was the moments of listening to these women’s stories and realizing that was like touching off the longing in her.

Pete Mockaitis
So, is that kind of the pathway that often goes when you zero in on the longing and then you go pursue that well, wholeness and aliveness is on the other side?

Susan Cain
It often is on the other side, yeah, because it’s telling you like where your sense of the love that you’re seeking, the full love that you’re seeking, where it is for you. The moments that you have longing are often a clue to what those are. Just the way, like by analogy, if you pay attention to the people who you envy.

Like, envy is not such a nice emotion but it’s an incredibly instructive emotion because, like with career envy, you’re not going to have career envy over somebody who has a job that you don’t want. You’re just going to feel happy for that person. If you’re feeling envy, you might feel ashamed of yourself for feeling that way but it is a great clue that they’re doing something that you wished that you were doing, so it’s a great sign. And longing is the same way, the same type of sign.

Pete Mockaitis
And so, there are many flavors of longing but is love at the root of them all? Or, is that kind of one of several kind of key flavors or archetypes?

Susan Cain
I would say there’s different manifestations of the same thing. For some people, it looks more like love, and for some people it’s more like beauty, and for some people it’s more like truth. But it’s this sense of like what perfection looks like to you, like a kind of otherworldly perfection.

Pete Mockaitis
And so, this wholeness, how do you know when you got it?

Susan Cain
You just know.

Pete Mockaitis
I thought you’d say that.

Susan Cain
You just know, yeah.

Pete Mockaitis
“Like, I feel pretty whole.”

Susan Cain
It doesn’t mean that you’re like, “Okay, now, I‘m going to sit on the couch forever because I’m whole.” It doesn’t mean that. W
hat it means is that you’re on the right journey instead of on the wrong journey, so you’re still journeying but you’re like on the right path.

Pete Mockaitis
Okay. So, then can we talk about some perhaps practical do’s and don’ts when it comes to inside our own heads and emotions if we experience some sadness, some disappointments, there are some distinctions there between that and bittersweet? And so, how do we think about running our brains and our emotions optimally in that, I guess, it could continually be possible to “wallow” or be – torn apart sounds dramatic but…? I’m thinking of my kids and Daniel Tiger and the big feelings right now.

It’s like as you’re exploring yourself, and you’re finding these breadcrumbs, how do you recommend that we explore, engage in a way that’s likely to lead to insight and constructive goodness versus, for lack of a better word, wallowing?

Susan Cain
Oh, I’m actually glad you’re using that word wallowing because I think that that is the fear that many people have if they tune into this aspect of their emotional lives. I think they’re afraid they’ll start wallowing and never come out, so they’d rather not go there at all. But it doesn’t have to be that way. Just the remember the art is to balance it all out.

But one really great technique, just to keep it super practical, is the art of expressive writing, which basically means, especially when you’re feeling something that’s amiss, something that’s wrong, something that’s upsetting you, whatever it is, to just quickly write it down and don’t try to write it well. You might rip it up as soon as you’re done writing. But the very act of articulating what you are feeling, what you’re experiencing, is incredibly transformative.

And we know this from the work of the psychologist, James Pennebaker, at UT Austin, who’s done all these incredible studies, finding that when people do this, it improves their health, it improves their career success, it improves their sense of wellbeing. He did this one study where he looked at a group of 50-something-year-old engineers who had been laid off, so they were quite depressed about it. And he asked half of them to do what I just described, to write down what they were truly thinking every morning, and then the other half would just write what they had eaten for breakfast that day.

And the first group who had written down truly the expressive writing, they were, I think it was three times more likely to have found work several months later. They had lower blood pressure. They had a greater sense of wellbeing, like just these astonishing findings that you can’t even believe are true except he repeated these studies again and again in all different circumstances.

So, this is something that we could be doing privately. This is something we could be bringing to our teams. We could be distributing blank notebooks and having time for people to kind of, in an alone together way, write down what we’re thinking. We can invite people to share if they want to but they don’t have to do it. But it’s just creating spaces for people to show up to themselves if not to each other in a fully whole way.

Pete Mockaitis
And so, with the expressive writing of what we’re feeling, that’s just sort of the extent of the prompt, “Hey, what are you feeling?”

Susan Cain
That is the extent of the prompt, yeah, “What is it?” And if there’s something that’s upsetting to you right now, write it down. Just get it out. Don’t worry about the grammar, the spelling, or anything. Just get it out. Get it out. What ends up happening, you don’t really need the prompt. What ends up happening is that people just instinctively start writing in a way that is trying to make sense of their experiences. At a certain point, they start doing that for themselves. Like, they start using words, like, “Oh, what I’ve learned is,” or, “What I’m thinking actually have been was…” and that may be where some of the magic lies.

Pete Mockaitis
That’s interesting because I’m thinking right now, I’m kind of sick, I don’t like it.

 Susan Cain
Oh, sorry to hear that. 

Pete Mockaitis
Thank you.

Susan Cain
You don’t look or sound sick. What’s up?

Pete Mockaitis
Oh, thank you. We’re getting better. We’re getting…oh, maybe I have some COVID to sinus infections going through the whole family.

Susan Cain
Oh, my gosh. You’re very matter of fact about it.

Pete Mockaitis
Well, we’ve had COVID before and so, and the worst is behind us but, yeah. And so, that’s unpleasant.

Susan Cain
Yeah, I’m sorry.

Pete Mockaitis
And so, I guess, as I think about it, you can arrive at, on the surface level, it might not seem like there’s much to it, “Yup, being sick sucks. That’s true.” But as I think about it more in terms of the, “Well, why? Well, what’s so troubling about that for me? Like, how do I feel diminished? And why does that matter to me?” then we start to get into some interesting themes that can be insightful and actionable.

Susan Cain
Yeah, yeah, that’s right. And I’ll give you a way to do that but also to then kind of do the same thing but sort of turn it outwards. And first let me set this up for you. There is this video that went viral a couple of years ago. It was put together by the Cleveland Clinic hospital to train their caregivers in empathy. And the way this video worked, it basically 
took you through the corridors of the hospital to show you random passersby, people you’d normally walk past and not really think about it.

But in this case, there were little captions underneath each person telling you what they’re going through at that moment. And sometimes it was something nice, like just found out he’s going to be a father for the first time. But because it’s a hospital, often the captions are more things like, under a little girl, she’s going to say goodbye to her father for the last time. Like, these incredibly heartrending captions, and you can’t watch this video without completely tearing up. It’s impossible.

But the thing I started doing after having seen that video, like the thing that really struck me about it is how anonymous all those people in the corridors normally would be, and all it took was like one little half a sentence caption to completely transform them into full-hearted protagonists of their stories, and that I was part of those stories.

So, I started just reminding myself all the time to wonder what people’s captions are. When I go to the grocery store, like the person is checking me out, checking out the groceries, “What are her captions?” And maybe you know them and maybe you don’t. But it’s a very transformative way to interact with people to be thinking in those terms. And with our colleagues at work, we can do that, take that a step farther because there actually are all kinds of clues, if not outright knowledge about what’s going on for them.

Pete Mockaitis
And what’s powerful about that for me is just sort of the, I almost want to say, sort of like sacredness or sanctity of the human person in front of you. And being aware of that you…of course, these things…we’ve all got things going on, but calling them to mind can just be so transformative in how you interact with everyone always.

It’s like, “Okay, you are not just a person taking my credit card. Like, you are any number of these things could be going on for you. And as a person, you are worthy of respect and acknowledgement and sort of my attention as opposed to my phone, like clicking around my phone while you’re ringing things up.”

Susan Cain
Yeah. I’ll give you another one for people to do. This one could work for people to do either with their own selves or with teams or co-workers or whatever. And that is to begin your day by proactively engaging with beauty in one way or another. And this is actually a great exercise to do with a team because you could do it in a kind of show-and-tell type of way of everybody bringing something in that they find especially beautiful, whether it’s music or a snapshot or whatever it is.

But when you’re interacting with beauty, we actually know this from studies, it’s basically like tapping into the same brain centers that you experience when you’re falling in love. So, it’s like really tapping into your reward centers, and it’s tapping into a state that kind of predisposes you creatively. So, I did this the whole time I was writing my book. I was following all these art accounts on Twitter. And every morning, I would start my writing day by picking a favorite piece of art and sharing it on my social channels.

And not only did that get my brain in the right headspace to be creative, but also it was connecting me every morning, the first thing it was doing, I was like plugging into this community of people who cared about art and beauty the way I did, and that was incredibly sustaining, and it also grew our community together. So, that’s also the kind of technique that people don’t think about. It doesn’t have to do with bittersweetness per se but there is something about engaging with beauty that gets people interacting with each other in a kind of truer way, in a more whole way.

Pete Mockaitis
Yeah. And I guess beauty can have many forms and flavors in terms of…is this research on visually? I guess it’s visually and then there’s music or auditorily. I suppose maybe there could be other modalities associated with beauty.

Susan Cain
Yeah, that’s an interesting question. I’m trying to think if the studies that I’m talking about were only looking at visual art or other forms. I’m not sure, but I don’t see why it would be any different, really.

Pete Mockaitis
Sometimes I feel beauty with an excellent handwashing session. Like, if you have just fantastic soap and water that’s warm and just right. I don’t know, people talk about singing Happy Birthday, it’s like, “Oh, no, no, just treasure this moment. It’s so glorious.”

Susan Cain
Yeah. Well, it’s wherever you find it. I guess that’s why they make all those beautiful soaps.

Pete Mockaitis
Didn’t think we’d end up here, Susan. All right. Well, before we hear about some of your favorite things, any key things you really want to make sure folks, who are seeking to be awesome at their jobs, know about Bittersweet?

Susan Cain
I think we’ve covered a lot. I guess I would say for those who are on the creative side of the work life to just know that one great thing you can do creatively, like whatever pain you can’t get rid of, take that and make it your creative offering. That’s really what the great creatives have always done. There’s always been this kind of transformation, it’s a kind of like alchemy, so to tune in that way.

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

Susan Cain
I’ll give you the quote that I used as the epigraph for Bittersweet, which is kind of like my whole philosophy in this book. It comes from Leonard Cohen, and the quote is, “There is a crack in everything that’s where the light gets in.”

Pete Mockaitis
Thank you.

Susan Cain
You’re welcome.

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

Susan Cain
I’ll give you one from one that I also talk about in Bittersweet, and it comes from Dacher Keltner, who’s this great psychologist at Berkeley, and he has studied what he calls the compassionate instinct. And he basically studies the way in which the expression of sorrow is a kind of bonding agent for humans, and that this is because we’re evolved to be able to take care of babies who are utterly vulnerable and dependent on us. But from that beginning comes our greater ability to respond to vulnerabilities of all kind.

So, what he figured out is that we all have a vagus nerve, which is this big bundle of nerves in our bodies. It’s extremely large, it’s extremely fundamental, it regulates our breathing, it regulates our digestion, and also, if you see another person or being in distress, your vagus nerve will become activated, so that on a preconscious level, you’re not going to feel good for as long as you see someone else in distress. You’re going to want to do something about it. So, I would say that’s my favorite research, this compassionate instinct that Dacher has found.

Pete Mockaitis
That’s so true. I saw someone fell off their bike today outside my office window, I was like, “Oh, my gosh, are you okay? Do I need to go down there?” Wait eight seconds. “Oh, they’re cool. They’re cool. They’re laughing it off. They’re getting on the bike. Okay. Okay.”

Susan Cain
Well, he used this term that he calls vagal superstars for people whose vagal nerves are really, really reactive, so maybe you’re one of those.

Pete Mockaitis
And a favorite book?

Susan Cain
One that’s coming to mind right now is the book Flow by the psychologist Mihaly Csikszentmihalyi. He’s the psychologist who basically discovered the idea that humans are really at their best, I’d say most happiest, but just like at our most switched on when we’re absorbed in an activity that’s completely engaging to us, and we’re kind of surfing this channel in between boredom and anxiety.

So, it’s difficult enough that we’re not bored but it’s not so difficult that it’s making us anxious. We’re just like completely happily switched on and engaged. And I will tell you that has been a life-transforming idea because ever since…as soon as I read it, I was like, “Oh, my God, yeah, I love that state.” But as soon as I thought of that as something to aspire to, I started sort of trying to structure my days so that I’m in a state of flow as much of the time as possible.

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

Susan Cain
Well, this is very boring, I guess, but it’s my laptop. But I will say my laptop is nothing without my cup of coffee next to it. So, my cup of coffee here and my candle here, so I think what I’m really saying is that I have these Pavlovian cues that I have used over the years to make myself love sitting down at work. Like, I love my candle, I love my coffee, I love my chocolate, and so I never work without these props on hand. And so, I associate the whole thing with pleasure.

Pete Mockaitis
And is there a particular nugget you share that seems to really connect with your readers, listeners; a Susan Cain original that is quoted often?

Susan Cain
I don’t know. I will say that I think that the work that I do, like with Quiet and with Bittersweet, the thing that keeps them…the thing that holds them in common is they’re both about the idea of finding a kind of hidden superpowers that tend to be undervalued in our culture that celebrates the loud and the shiny and the glib and the cheery. It’s saying there’s something underneath all of that where there are really deep riches to be had.

And if you think that…we all have different superpowers. And if your superpower happens to be in that mode, go forth and use it. Far from feeling ashamed of it, realize the power that you possess and go and use it.

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

Susan Cain
So, my website is SusanCain.net, and there is a newsletter that you can sign up for there, and lots of information, and also courses. I have these audio courses that you can take where I send you kind of little audio and written texts every morning. So, that’s at my website, SusanCain.net. And I’m also on Facebook, Twitter, LinkedIn, and Instagram so you can find me there, too.

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

Susan Cain
I’m going to say what I said before, like use your superpower, whatever it is. Figure out which one is yours and use it.

Pete Mockaitis
All right. Susan, this has been such a treat. Thank you for sharing and keep doing the great work you’re doing.

Susan Cain
Thank you so much, Pete. And I really hope you all feel better.

Pete Mockaitis
Oh, thank you.

774: How to Make Yourself Promotable with Amii Barnard-Bahn

By | Podcasts | No Comments

 

 

Amii Barnard-Bahn shows you how to assess your unique strengths and opportunities to advance your career with her Promotability Index.

You’ll Learn:

  1. The five elements of the promotability index 
  2. The 4 steps to developing strategic thinking
  3. The one question to get the feedback that you need

About Amii

Amii is a former Fortune Global 50 executive and a current C-Suite consultant to global companies like Bank of the West, Adobe and The Gap. She’s been recognized by Forbes as one of the top coaches for legal and compliance executives. Amii also contributes to the Harvard Business Review, guest lectures at Stanford and UC Berkeley, and is a Fellow at the Harvard Institute of Coaching. She speaks regularly on workplace culture, leadership effectiveness and corporate governance. She is the creator of The Promotability Index® and author of the companion PI Guidebook. 

Amii earned her law degree from Georgetown University Law Center and her BA from Tufts. Amii is a lifelong diversity advocate who  testified for the successful passage of first laws in the U.S. requiring corporate boards to include women. 

Resources Mentioned

Amii Barnard-Bahn Interview Transcript

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

Amii Barnard-Bahn
Thank you. Thanks for inviting me.

Pete Mockaitis
Well, I’m excited to talk about the promotability index but, first, I think we need to hear about your passion for opera.

Amii Barnard-Bahn
Yeah, I love it and it’s been something I’ve missed quite a bit, as you can imagine, over the last two years, and I think it’s kind of like heavy metal for grownups. So, I describe it for people who haven’t maybe been exposed. It’s a little bit of symphony. It’s a little bit of ballet. There’s a lot of singing. It’s costumes. It’s crazy plots and drama. It’s got a little bit of everything, and it’s usually over the top and has remarkable history for some of the older pieces but there’s a lot of new works that are being done. I’m on a board that specifically does a lot of really challenging, interesting cool stuff in really unusual locations. So, it’s bringing opera to the masses, so that’s been fun.

Pete Mockaitis
Oh, fun. And I’ve always wondered, when it comes to opera, when they’re in other languages, you still love it? Or how does that work for you?

Amii Barnard-Bahn
Two ways. One is supertitles has changed everything. They came in in the ‘80s. and so, I was just talking to a friend of mine who works at the San Francisco Opera, I stayed with him this weekend, and he reminded me that when supertitles, which were fought vociferously by all true artists, or in the early days, and then fought equally by people who said, “No, people don’t understand what they’re saying. This is impacting the performance. We need to make this accessible.”

Supertitles won out at least in the United States, and it changed everything for the performers. People started laughing at jokes. People started crying when people died. It was an entirely…the singers were just blown away because they’ve been used to performing and then polite clapping at the end. So, it was remarkable in that sense.

Some small houses may not always be able to afford them all over the world, so that’s where I keep the caveat. Sometimes I’ve gone to the opera, or some opera houses who are purists, they don’t believe in them. And, for me, that’s almost like going to a foreign film and kind of checking one part of my brain out for a little while, and watching visually and just enjoying and figuring out what’s happening without words, and understanding you don’t actually always need words to know what’s going on.

Pete Mockaitis
All right. Thank you. Well, now let’s talk about the promotability index. You are the creator. Tell us, what is it, who should use it, and how does it make things better?

Amii Barnard-Bahn
Well, one of the healthiest things I think anybody can do for their career is to work on what’s under your control. And so, I created the promotability index based on all of my work as a former Fortune Global 50 executive, chief human resources executive, and attorney, and personally just kind of worked my way up to the top, and saw how people got promoted or fired or stuck or let go, and reverse-engineered it into five key elements, which I’m happy to talk about.

And so, I created an assessment first, which anybody can take, and I made it free on my website. Accessibility to moving up the ladder is one of my values, and it’s an 82-question assessment that can let you know how you’re doing on the five key elements. And then the five key elements are things that decision-makers use when they look at promoting or elevating people to higher levels in the company, or who they’re going to invest in as potential leaders.

And so, in my experience, the five key elements are self-awareness, external awareness, strategic thinking, executive presence, and thought leadership.

Pete Mockaitis
And so, I’m excited to dig into each of these five. Maybe to start though, could you share is there a particular finding in your work and putting this together that has been particularly surprising to folks in terms of, “Huh, so that’s a big deal, eh?”

Amii Barnard-Bahn
I think people underestimate external awareness the most. I wrote a Harvard Business Review article on it, titled “Promotions Are Not Just About Your Credentials — They’re About Your Relationships,” because there comes a point in time in everyone’s career where their credentials, to a certain extent, become irrelevant, and I don’t think we’re told that very early on, certainly not when we’re paying grad student loans, potentially.

And it’s really a ticket to the game and it becomes about, “Can you work with people? Do they want to work with you?” You may ace your job but in terms of getting to the C suite, it’s going to depend on the mix of people, whether they trust and like and know you. And that can come as a real shock to some people around mid-career, and that’s often where people get stuck.

Pete Mockaitis
Okay. Well, yeah, I want to hear about this. Okay. So, can you share with us an example of someone who worked through some of the pieces of the promotability index and saw some really cool results from doing so?

Amii Barnard-Bahn
Sure. Well, we know that promotions aren’t always fair or rational. I’m sure you can think of a couple of examples in your own life and anyone on the call. And so, of course, you need to be good at what you do but it’s relationships and working with other people that are going to get you that promotion. So, one client that I had about a year ago was an absolute rock star in terms of their performance in sales, and they were the number one salesperson of the year, which is a pretty objective criteria, selling stuff. You can measure that. Some jobs are harder to measure in terms of what you accomplish and your goals but sales are pretty straightforward.

This person was not getting promoted and they had been there several years, and was getting very frustrated at this. And then after working together for about six months in coaching, part of what I found out was that, two levels up, my client was being blocked for promotion because of a perception that he was a lone wolf and that he needed to be the star.

And so, all of his hard work that he was always putting in every day, day after day just going out there getting the client, hitting the numbers, but that actually was getting to a point where it was working against him because he wasn’t demonstrating in terms of external awareness. People were not seeing the other side of him, that he was a good mentor, that he cared about people, that he could lead a team, that he could achieve through others.

So, once I found out that that was the perception of him, we started working on those things, and he showed up very, very differently. And it wasn’t easy for him because he’d worked really hard to get where he’d gotten. To quote Marshall here, “What got you here won’t get you there.” So, the same behaviors that made him fairly successful as an independent contributor were holding him back from moving forward.

Pete Mockaitis
Right. And I’m curious then, how does one get that gem of insight that, “Hey, a couple of levels above you, this is the perception of you”? I mean, did you just sort of go ask around? And what do you recommend for individuals who don’t have a coach to do that work for them?

Amii Barnard-Bahn
That’s a great question because I think he would’ve left. He’s very close to leaving and he was a superstar so that would’ve been a loss for the company. Three-sixty reviews are what they’re commonly called and it is going and asking around, is the casual way to put it. It’s confidential and coaches, or your internal HR department, may do it, and you get perceptions and themes together, and that is how I found that out for him, or he would not have known.

People don’t, unfortunately, feel comfortable giving people the feedback they need to improve most of the time. It’s very easy to say, “Oh, you did a great job, Pete, on that. That was awesome,” but it’s harder if it’s like, “Well, Pete, can I talk to you for a minute about how that meeting went? Got some feedback for you. You may or may not be open to that.”

If they may not want an argument, they may not have the time, they may fear conflict, they may not be very talented at giving feedback in a way that others can hear it. They may be too blunt. You may not trust them even if it’s true. There are so many things that can go wrong with feedback. So, having a trained coach or HR person can be great.

But I’ll tell you my number one tip if you don’t have a coach that you can get feedback that can help you if you think you’re stuck or if you just want to get better at your job. My number one tip is to ask your boss and/or a couple of other colleagues that are close to you that you trust, that will be direct with you, especially people that will be direct. Ask them, “What’s one thing I can do to be more effective in my job?” and just wait. The trick is to stay silent and not to say anything.

And 99% of the time, people will say, “Well, thank you for asking. Let me think for a minute.” They’ll say, “Well, one thing could be this.” You’re being very specific and you’re not asking them for the moon. That’s where people get in trouble, is they say, “Hey, how can I be better?” It’s too vague. So, if you’re really, really specific, usually people will pick one thing.

It might be a little thing, like, “In that meeting, you could’ve talked louder. I couldn’t hear you sometimes,” or, “You seem to not like X person and it’s stressful for the rest of us in the meeting. we don’t even know if it’s true that you don’t, but I don’t know if you’re aware, but you act a certain way with this,” and that can be helpful feedback.

The trick is not to get defensive, to thank the person for the feedback so that you can get it again, and then to act on it and circle back ideally, and say, “Hey, thanks so much for that feedback. I’ve been working on it, and I’d love to know if you’ve noticed. So, if you could catch me doing good, that’s great. If you catch me slipping back, privately tell me. That could really help me. I’d appreciate it.” So, that’s a great example if you’re a leader for your direct reports.

When my leaders have started doing this, it’s opened up more of a speak-up atmosphere where people feel more comfortable being vulnerable and getting better together. It could be a real bonding experience.

Pete Mockaitis
Absolutely. That brings back memories at Bain. I remember we all had our professional development plans, and I go, “Hey, here’s what I’m working on, dah, dah, dah,” and I shared that with them. And then the manager said, “Okay, cool. And here’s what I’m working on,” and it was like, “What? This is eye-opening. Okay, cool. Thank you.” And it really does, it sets that vibe in a real positive way.

Amii Barnard-Bahn
Totally.

Pete Mockaitis
All right. Well, so then can you tell us the genesis of the promotability index? And when I hear the word index, I started thinking about research and validity. Do you have any of that stuff to share as well?

Amii Barnard-Bahn
I wanted to engage the creative and the positive side of development. Having been forced to you, there’s many, many types of instruments as an HR person and an employee, I found that most of them sucked all the joy out of career development, which should be an exciting thing, “What do I want to create? Who do I want to be? What do I want to learn?”

Think of yourself as a five-year-old kid and getting excited about learning new skills, and, “Okay, I’m not so good at this but that’s okay. I’m not going to hang my entire ego on that. I’m going to work on this kind of thing.” So, I did not make it a psychometric Harvard-validated assessment because I think there are plenty out there and I use those in my practice.

I wanted something that was easy for anybody to use and that, simultaneously, simply by considering or contemplating the question, raise the consciousness of people reading it, that, “Oh, that’s something that should be on my radar.” That’s something that people grade you on even if they’re not telling you that.

A lot of promotions, and having been in the room where it happens, it’s not obvious always who and what, who gets promoted and why. And so, I wanted to create greater access. I wanted to create a language that managers who otherwise might have difficulty actually pinpointing what it is that’s holding the person back. Sometimes managers just don’t…they know it when they see it but they don’t know how to articulate it. And so, I wanted to help with that as well.

Pete Mockaitis
I find that’s often true when I’m looking at writing, it’s like, “This is good. This is bad. But why?” And I’d really have to think for a while, and say, “Oh, okay. Okay. Structure, elements of style. These sentences are just kind of too long. They don’t need to be like that. Just kind of clunky and less clear,” or, “We’re using some vague language. I’d like to make that a little bit more real in terms of…” or, “That’s not interesting or exciting. I don’t think anyone cares about that thing. We need to hook it into what people are really after, what they value.”

But you’re right, it takes a lot of time sometimes for me to articulate why is something good or bad, or why is someone promotable or not promotable. And I got a kick out of doing it, the five categories, and then up to 82-sort of yes or no responses. It’s like, “Oh, maybe I don’t actually read news associated with my industry all that regularly. Huh, how about that?”

I mean, I learn a lot of stuff from a lot of people but it’s somewhat rare that I pull out the Association of Talent Development’s report on such and such, and that’d probably be a good thing to do, and we’re free to be promoted. Although, I guess if I’m the owner, promotion more so looks like my listeners and customers say, “This guy is super awesome. We should pay him more or hire more, refer more,” or whatever.

Amii Barnard-Bahn
It’s written around Fortune 500 companies since that’s where I’ve cut my teeth, and I’ve heard in my pilot testing and thousands of people have taken it now, even independent contractors or people who don’t manage others, that’s another thing that’s assumed in there. Just ignore those questions. My whole point is don’t get caught up in the score, and that’s why I made it 82 and not 100.

I didn’t want our little weird brains from college to be like, “Is that an A? Is that a letter B?” Like, no, no, no. I did a little scoring just to hijack the part of ourselves that is competitive with ourselves, but the whole idea is to be competitive with yourself. And the guidebook, the companion guidebook to the assessment, which I only wrote after clients asked me to, they said, “This is great. Now what? What else do you have?”

And I said, “What do you mean? Just work on the stuff that you didn’t check, whatever. Move towards what brings you joy, like what’s exciting to you that you didn’t check, that you’re like, ‘Oh, maybe I should be doing others. Maybe I should speak at my professional association events. Maybe I have something to say or write about.’” And some people wanted a book, so I wrote the book and that’s been out now for exactly one year, and that’s been fun and that’s generated a number of conversations, and given a lot of companies and groups that have adopted it a common language for this.

The ideal way to do it, I think, because in the performance review process can be really painful because most of it is a backward look. Most of it is, “Do you get a raise? Am I getting a promotion? How much money are you giving me? And what did you think of the work that I did?” Well, that’s all backwards. This is all intended to be, again, the creative look forward around, “Who do I want to be? Where do I wish I was better? What jobs are exciting to me now?” I believe in a growth mindset and that we can continually be learning, and continually are changing in terms of what our priorities, desires, needs might be.

And so, this is designed to kind of be a choose your own adventure kind of a book with your managers as a powerful way to do it because you can sit down and say, “Hey, these are the five things I think I could work on.” They might say, “Actually, I think you’re really good at that.” That’s happened too. There’d been some amazing conversations I had.

A colleague who adapted her case study is on my website, for her credit union, and the young woman had taken it, and said, “I don’t want to get promoted.” And about a third of the people that have taken it so far don’t want to be promoted, which is another great thing to know because then you just need to say, “Okay, how do I give them lateral assignments? How do I keep them engaged?” As a manager, it’s really helpful to know that, as opposed to people who do want to get promoted and might leave if they don’t feel like they’re moving forward. Different needs, different people.

And this young woman came back a week later, and said, “You know, I thought about it and I decided, after taking the promotability index, that I never thought about it before. I’m the first one in my family to go to college, like I just already felt like I’ve made it. I’m so lucky to have this job. But if you think I can do better, I’d be interested.” And they got into this wonderful, beautiful conversation, and I said, “Yeah, we’d completely support you. You need to do this. You need to work on this. And let’s do it together. Let’s take off and bite off a chunk every year.”

Pete Mockaitis
That’s cool. Beautiful. All right. Well, let’s cover a big more depth here, the five elements. And could you give us perhaps a definition and maybe a top tip for boosting it? So, let’s roll through them.

Amii Barnard-Bahn
Yeah, okay. Well, so for self-awareness, it’s around knowing your why, knowing your how, knowing your what, really why you do what you do, how you show up, and what makes you special in terms of what you bring to the party in the organization. And so, it means knowing your values, motivators, and preferences would be a more technical way to describe it.

Usually, when a tip I would give you for self-awareness is if you’re unhappy or unsettled in your work, it’s often because your values are being challenged or are under stress. Now, big picture, that could mean a mismatch with the organization. Smaller picture, it could mean a conversation you had recently, a decision that’s been made by the company that you don’t agree with, but it’s helpful to know your values and think about it, in that way you can say, “Oh, okay, this is why I’m feeling the way I do,” and that’s just helpful because you may have the power to change it. You may realize it’s a really big deal, and it actually is a deal-breaker for you, and you might need to make some changes. So, that’s one on self-awareness, Pete, that I would share.

Pete Mockaitis
And so, any perspectives on the finest ways to zero in on what’s one’s core values are?

Amii Barnard-Bahn
Well, I use deep assessments that get to it really quickly. If you don’t have that, I would think about what brings you joy, what brings you pain, how do you make your decisions. There are plenty of lists actually on the internet around these things, which is about 33. StrengthFinders is a very common one that’s used by some companies. It can be very helpful, and I believe they have a free version where you can get your top 10, and that can be a really good start.

Pete Mockaitis
And tell us, if we do have the access or the budget, what are the deep assessments you love?

Amii Barnard-Bahn
The one that I like best is the Hogan assessment, and it’s work-related and it’s been around for a very, very long time, and we leverage it in coaching to, let’s say, there’s something we find that your boss is saying, “You need to work on this,” and it’s not something that you’re really that motivated to do, like public speaking. Let’s say, he says, “I want you to present the next board report,” and that’s just something you’d rather kill yourself than do that.

We would look at your motivators, and, for example, let’s say you had a motivator for great performance and you’re a high achiever, we’d say, “Okay, Pete, I know you don’t like this but this is something that you need to do to achieve high performance. Your boss just basically said that. Let’s leverage your value there, high performance, that you’re high performing, high achieving, and then we’ll figure out how we’re going to get there.” But that would be your motivator to get around “I don’t want to.”

Pete Mockaitis
All right. Well, how about executive presence?

Amii Barnard-Bahn
Executive presence has been thrown around a lot and I love a definition by Coqual that they created based on a study actually that divides executive presence up into three elements. The first element is gravitas, which is grace under pressure is one way of defining that. The second is presentation skills and communication. And the third is appearance. And they found that 70% of executive presence could be attributed to gravitas, meaning that you have some backbone, you take a stand when you need to, you’re calm in an emergency, people come to you for guidance and advice.

For presentation and communication skills, that was about 20%. So, being able to present well, to speak well, and enunciate, good eye contact, all those good things, no quirks or tics when you’re presenting, that kind of thing, ideally getting rid of those depending on your abilities. And then the last being appearance.

Appearances surprises people at being only 10%, and I would say appearance has a dwindling impact. I think when you first meet someone, appearance can be very impactful. It can either make or break a first impression. But as we know, appearances can also be deceiving. And so, over time, it fades, and I think gravitas and presentation skills and communication come to the forefront much more so.

Pete Mockaitis
And do you have a favorite approach to improving one’s gravitas?

Amii Barnard-Bahn
Well, we find out the triggers that are preventing people from staying calm and centered in the times that they need them to be. There’s usually a pattern, and so we keep an acknowledgement journal of what’s happened over the prior week or two weeks, what’s triggering it. Is it a person? Is it an issue?  There’s usually circumstances or things that are happening around that time that are making you stress that then trigger you to act a certain way, which could be withdrawal, could be aggression, could be a number of reactions, could be caving when you really need to be taking a stand, things that may not serve you in the long run as a leader, depending on what the situation is.

So, once we figure out what the triggers are and you’re aware of them, then you can start making an active choice to choose differently and to choose what you know is the right thing to do, and it just takes practice.

Pete Mockaitis
So, I’m thinking about gravitas. If someone, so caving or freaking out, could you maybe give us a demonstration of a high gravitas and low gravitas response to, let’s say, that I am requesting budget for an important initiative, and they told me no, and I want it bad and it’s genuinely important, and I’m going to take a stand for it? So, low gravitas, that sounds like you’re craving, like, “Oh, okay,” or flipping out, like, “This is ridiculous. What are you thinking?” So, what would be a high gravitas response?

Amii Barnard-Bahn
You have your facts together because you already have your business case to begin with to make the request but you would say, “I appreciate costs are at an all-time high. I appreciate that we’re looking at everything. I’d like to reiterate that the reason for this request is X, and the benefits to the organization are Y. And it’s very important, because if we don’t do this, then the costs will be Z, and we’ll be actually paying more next year for the same thing if we don’t make that choice now.”

Pete Mockaitis
There you go.

Amii Barnard-Bahn
That would be an example. You stay in your rational brain. You’ve done your homework, I’m assuming that already, which wasn’t in this hypo, and you go back to your facts and, especially for a cost, an ask of a cost for money or raise. I have some videos on this. It’s very important how you ask, and you need to have your ducks in a row, and you need to have your data. You need to have thought it through and you need to have thought it through from the perspective of the person that you’re asking if you want the highest likelihood of getting a yes.

Pete Mockaitis
And so, then the thinking then is, in terms of promotability, that sort of persistence is not an annoyance; that would be a knock on promotability, like, “Oh, Amii is just not a team player. She just won’t let it go,” but rather it is a pro in terms of, “Hmm, Amii has really got this gravitas.”

Amii Barnard-Bahn
Right. And you just don’t make it a no, but you just hit on exactly you want to be thinking about what feeling…I always tell people this. For critical conversation, start with, the meeting is over, you’re walking out of the room, what do people think of you, what perception are you leaving behind because that’s what’s critical as a leader and will determine your future success as much as anything. And there’s a perception as, “Ugh, what a hothead!” or, “Oh, they don’t understand how this business works. They have no idea how we are just losing money hand-over-fist right now. Have they heard of the war? Have they heard of COVID?”

There are so many things that can go on in the room after you leave. You want them to say, “Okay. Well, that was a well-measured request. They did their research. They understand the financial situation and the crunch that we’re in. I’ll give them some snaps because they still went for it even though we said no, and they handled it with grace, and I won’t mind having that conversation with them the next time.”

Pete Mockaitis
All right. Well, now let’s hear about the next area – strategic thinking.

Amii Barnard-Bahn
Strategic thinking is an interesting one because I found, through my career, that it’s the hardest one to get without getting experience. It’s like when I first tried to get my first retail job, and they said, “Well, you’d have to have experience in retail,” and I was like, “But no one will give me that first job.” Strategic thinking is the same way. You need to have a certain amount of responsibility before an access to all the pieces of the puzzle in the business, to be able to think strategically, to understand how if you take this piece out, how that affects these other pieces, almost like a puzzle.

So, what I advise people for promotability is to, what’s really critical and what I’ve seen, is you need to be able to demonstrate to decision-makers that you are a strategic thinker. And the ways that you do that are visibly asking questions that are smart but not obnoxious questions. No one wants a show-off. But show that you’ve done your research.

There’s a way to ask a question, and there’s a way to ask a question that demonstrates that you’ve been thinking, that you’ve been reading up on your industry, that you have been maybe talking to others in your field, and that you know what is important and kind what’s hot now. That’s why I always advise people, as well as it gets into thought leadership, or some of the other ones, but thought leadership can help you with strategic thinking.

And I don’t know if you want to jump to that one, too, but strategic thinking, some people ask questions and they’re face-palm questions in a room. We used to all be in a room together, and they’d ask a question that, just by asking the question on its own, you could tell they’ve not done their research.

Pete Mockaitis
“Why don’t we just go viral?”

Amii Barnard-Bahn
Right.

Pete Mockaitis
Could you give us some examples?

Amii Barnard-Bahn
Yeah, that they haven’t been talking to their peers, that they only care about their little silo, that they’re asking for X, and it’s clear it’s going to affect IT or HR or supply chain, and they didn’t have the meeting before the meeting to say, “Hey, is this cool with you? I’m going to propose this. I know this impacts you guys. Do you have the resources to help us? Or, what are you seeing? Is this a good idea? This is what we’d like to do in marketing. We’d like to market this. Is this okay? Have you checked it with legal before bringing it to the board?” That’s a classic one for like a new drug or clinical trial stuff, that kind of thing in some of the bio firms that I worked with.

So, checking in and demonstrating that you have seen the whole system, you’ve talked to the system, or you’re aware of the system and anything that could go sideways or impact it or that needs to be considered before you make a proposal or make a comment, question a colleague. That can make or break also not only how you’re viewed as a strategic thinker but relationships, which overly everything that you and I have been talking about today.

Pete Mockaitis
And so, then I guess if you’re just getting started with strategic thinking, what do you recommend as some of the first steps? Like, “I don’t even know what I don’t know. Like, it would not have occurred to me…”

Amii Barnard-Bahn
And that is where everybody starts.

Pete Mockaitis
“It would not have occurred to me to ask about the legal stuff.” And so, I don’t know, is there like a book, like Strategy 101, or just sort of like a process, like, “Okay, here’s the org chart, let’s think about finance, let’s think about marketing, let’s think about legal”? Or, how do you recommend we get started?

Amii Barnard-Bahn
There are books. There are ten million books on every business topic out there. But in terms of just how to start in a grassroots way, number one, just know how you make your money, how your business makes you money. Number two, understand how your function fits into that greater whole so that you know what piece of that makes the engine run. Third, read up on your industry. Fourth, join professional associations, get involved, educate yourself, steep yourself in the issues of the day for your business, for your organization.

Be ahead of the curve in terms of what’s coming down. Many businesses are being impacted by AI. If yours is one of them, you should know that and you should know whether that’s a positive or negative, and what chain reaction that’s expected to have five, ten years from now. Talk to your boss, find out what they read, how do they stay up to date.

Reach your 10-K if you’re a publicly traded company. 10-Ks have amazing information in there. If you’re required to disclose to the SEC in terms of the litigation that is pending, in terms of any other disclosures that are required, super helpful. Before I joined a company, that was always proud of my due diligence and I’m amazed at employees and execs that don’t necessarily always do that.

Pete Mockaitis
Or listen to the earnings calls if they’re publicly traded.

Amii Barnard-Bahn
Right. Oh, yeah, amazing.

Pete Mockaitis
Sometimes, even when I’m an investor, sometimes there is a unique level of boredom that I’d get from listening to earnings calls, and I think maybe it’s because that’s just the medium in terms of it’s not flashy TED Talks.

Amii Barnard-Bahn
They try. I think that they’re quite dry, Pete.

Pete Mockaitis
Nonetheless, dry but informative, like, “Okay, this is what’s really on the CEO’s mind and the CFO’s mind, and the stuff that they’re worried about, and that the investors are caring about, so now you know.” All right. And so, then we talked a bit about the external awareness. Anything else you want to add there?

Amii Barnard-Bahn
Gosh, the question I gave earlier is a good one for external awareness, that “What one thing could I do that would make me more effective in my job?” Because when you’re asking someone else that, then you’re getting their perception of what would make you more effective at your job. You may not agree. You may think, “That’s a terrible idea,” but you don’t show it. There’s your opportunity to show gravitas and executive presence, and you say, “Thank you.”

And at least you know that that’s the perception they have of you. You may get some really great information from that, Pete. You might get information like, “Oh, my gosh, they think my job is this, but it’s really this. I need to step it up. And how am I going to do that? What data do I give to them? Where could they have gotten that impression? How often do I see them? Do I have enough time with them? Was it just one event? Did they hear it from someone else?”

The advantage to a lot of this is if you understand perceptions and, as one of my heroes, Carla Harris, says, “Perception is the co-pilot to reality.” If you know perception, you have an opportunity to change it. If you don’t know, it’s sitting out there as a potential blind spot, and those could be landmines that can kill your career over the long term if there are enough of them.

Pete Mockaitis
Absolutely. Let’s hear about thought leadership now.

Amii Barnard-Bahn
Thought leadership is usually the last. If I had to put them in order, they’re overlapping and they’re each of the five key elements. But I would say that when people are the most senior in their careers is when they have, number one, the most to say, that’s particularly unique and interesting, and they have a little bit more time and more pressure to be unique, especially if they want to, say, go to a corporate board, do a lot of work with corporate boards and board governance. And often, after you finish an executive career, a great way to leverage your expertise is to serve on corporate boards after there’s no conflict of interests potentially for your industry.

So, thought leadership, you can start with baby steps. So, you can start again by being involved in your associations, your organizations. They always need content, Pete, so writing for a journal, I’ve got five of them back here that I write for on various legal and compliance and ethics and HR spheres. You can speak, they always need free content and speakers. You make great relationships that way, which are beneficial in terms of having a powerful network on so many levels. You can gain a mentor, you can gain a sponsor, you might find your next job, you might just find a great friend that loves what you do. So, thought leadership is around being known for your expertise both inside and outside your organization.

Some organizations are restrictive and conservative with how much they will let you share outside the organizations. If you’re in one of them, and those tend to be highly regulated organizations, like healthcare, pharma companies, things like that, then look for opportunities inside to lead a project that’s maybe outside your area, or to write for the intranet, or to be part of a white paper project on a potential initiative that’s being proposed. Those are ways.

But outside, if you don’t have a lot of restrictions, there are so much you can do. As you know, it’s never been easier to publish content. It costs nothing. You publish for free on the internet. And many, many people have become famous and known for that, and that increases your promotability because others know of you. You build an audience. You build a following. More information comes to you. It’s a generous terrarium, basically, that you’re creating of information. If you’re giving, inevitably you’re also getting. That’s what I found with contributing to organizations like that.

Pete Mockaitis
Yeah, that’s great. And we had a podcast guest, Kirstin Berndt, who, she was in a completely different industry but she had a passion for airline baggage, which is a unique passion. And she just started a blog and I don’t think there were very many on the subject. And so, sure enough, she’s like, “Hey, here’s the latest lost baggage statistics from the airlines. This airline has really made some improvements probably based on their initiatives with X, Y, Z, dah, dah, dah.”

And so, sure enough, that made her very distinctive when the opportunity finally arose for her to interview for such a role, they’re like, “Okay. Well, nobody has this. Okay, yeah, you got the job.” So, it’s powerful.

Amii Barnard-Bahn
That’s great. That’s a great story.

Pete Mockaitis
Even for more junior levels. Okay. Cool. Well, tell me, anything else you really want to make sure to mention before we shift gears and hear about some of your favorite things?

Amii Barnard-Bahn
Just that I think everyone has the potential, if they’re willing to put in the work, to learn a new role, to get better at their existing role, to move ahead, and I hope that the promotability index has, in some small way, helped that, and there are a lot of other great resources out there as well. Not everyone has a mentor. Not everyone has a coach. Not everyone has a great boss or someone that’s helped them along the way.

And so, I would just encourage people to go for it regardless and to never assume that simply because you don’t have a strong start, that you can’t get there. We can think of many, many amazing entrepreneurs and successful people out there who have done it with nothing. And so, I would just want to be really positive and optimistic for all of your listeners out there.

Pete Mockaitis
And not to squash positivity and your optimism, but this does trigger something. If we’re in an environment where it seems like our manager is toxic or severely dislikes us, or the forces of meritocracy aren’t really operational, and that might be perception, that might be reality as their co-pilots, what do you recommend then? It’s like, “Hey, I’m doing the work. I’m making progress. No one seems to care or notice,” how do you think about when it’s time to exit versus persevere?

Amii Barnard-Bahn
I think that’s a great question and I’ve talked about it on several shows as well recently with the Great Resignation, and I think that’s when you decide whether you have the talk. And the talk, to me, depends on how financially comfortable you are with either taking a big risk or what your savings looks like. But having the talk is going to your manager and saying, or your leader and saying, “Hey, I’d really like this promotion. What are the chances? Or, what do I need to do? This is what I’ve been doing. I feel like I’m in sync but I’m still not there yet. What would the timeline be?”

And if they can’t really give you a committed answer, then you have to decide whether it’s time to leave. Now, sometimes people may say, “Okay, I don’t have quite so much money in the bank so I’m going to eat crow for a year, and I’m going to job search while I’m doing this.” Right now, over the past year at least, I don’t know if the window is closing a bit with return to work, but there has been an unprecedented opportunity to have those conversations and to negotiate with the powers that be around what the timeline looks like, what the job looks like.

If you love half your job and you don’t love the other half, can you trade? Can you morph it? There’s been a lot of great conversations that have been going on over the past year, I would say.

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

Amii Barnard-Bahn
Sure. My favorite quote would be from Peter Drucker, which is, “You should not change yourself but create yourself.” That means build around your strengths and remove your bad habits.

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

Amii Barnard-Bahn
One recently, I’m always getting caught up in stuff that I then enjoy writing about, and one that I’ve been focused on lately is a study that we don’t like people who deliver bad news. We all know it as just “Shoot the messenger” implicitly. But for someone like me who works in corporate governance, corporate ethics, healthy workplace cultures, the implications of that are pretty severe.

And so, I’m fascinated how to reverse-engineer delivering bad news so to equip people who frequently have to deliver it so that they can be heard, that better decisions can be made so that people aren’t afraid of speaking up because, unfortunately, the universe is rife with situations and huge costs when people don’t speak up when they need to, when they know something important. And so, I’d like to try to help change that dynamic.

Pete Mockaitis
And a favorite book?

Amii Barnard-Bahn
The two that I’m sticking with right now are, one called BS Leadership by my friend and colleague and Stanford professor Jeffrey Pfeffer, which is just fascinating. I wished I had read it 20 years ago. And my fiction, I’m reading my favorite, one I think is by the greatest living author, Joyce Carol Oates, it’s The Accursed, based in Princeton at the turn of the 19th century.

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

Amii Barnard-Bahn
I dictate constantly both on my Mac and on my iPhone, and I have probably a thousand draft emails right now sitting in my computer. They’re snippets of ideas, ideas for articles, conversations, things I need to do, prep for you, for your podcast, prep for clients next week, or a really cool article I read that I want to share. I love that. And then in terms of literally a tool-tool, I use ClickUp with my assistant and my team to manage all the different projects and things that we have going on all the time in the cloud, so that’s been super helpful. That’s been a game changer.

Pete Mockaitis
And when you say dictation, is there a software you’re using?

Amii Barnard-Bahn
No, it’s literally Apple. I’m just pushing the button on the Mac. It’s the control button. You hit it twice, it starts typing out everything you say.

Pete Mockaitis
And is that sufficiently accurate?

Amii Barnard-Bahn
Enough. I go back and I have to watch sometimes. I can’t speak too fast. It’s forced me to slow down a little. I can talk really fast, so it’s punished me for that. So, I’ve had to slow down and be like, “Okay, I’m dictating now. I need to speak more slowly so it gets handled correctly.”

Pete Mockaitis
Okay. And a favorite habit?

Amii Barnard-Bahn
Let’s see. Work or life?

Pete Mockaitis
Work.

Amii Barnard-Bahn
For work, I would say, at the end of each day, writing down my intention for the following morning, and then closing my door and having the ritual of being finished with work.

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

Amii Barnard-Bahn
The one that we talked about already a little bit was that at a certain point your credentials are irrelevant, and that it’s all about your relationships. That’s been a gamechanger for a lot of people. And then the other one that I’ll tell people that I think is important to keep in mind is that every job is temporary. And that if you think about it that way, you’ll think about your career. It really opens up a different way of thinking, I think, about what you’re doing day to day and what you want to be doing and where you want to be getting better and where you want to be focusing your precious attention.

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

Amii Barnard-Bahn
They are welcome to find me on my website, which is BarnardBahn.com. And also, to connect with me on LinkedIn, and I’m on Twitter @amiibb.

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

Amii Barnard-Bahn
Yeah, I’d say get really good at receiving, giving, and acting on feedback.

Pete Mockaitis
All right. Amii, thank you. This has been a treat. I wish you much luck and fun.

Amii Barnard-Bahn
Thank you. You, too, Pete.

773: How to Amplify Your Message Through Powerful Framing and Storytelling with Rene Rodriguez

By | Podcasts | 2 Comments

 

 

Rene Rodriguez reveals a powerful three-step formula for amplifying your influence and getting your message heard.

You’ll Learn:

  1. The surprising reason why your audience isn’t listening
  2. The most powerful communication skill in your arsenal
  3. How to craft a narrative and message that sticks 

About Rene

For over two decades, René has been researching and applying behavioral neuroscience as a dynamic keynote speaker, leadership advisor, world-class sales expert, and renowned speaker coach. He has also trained more than 100,000 people in applying behavioral psychology and neurology methodologies to solve some of the toughest challenges in leadership, sales, and change. 

Resources Mentioned

Rene Rodriguez Interview Transcript

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

Rene Rodriguez
Thanks for having me, Pete. I appreciate it.

Pete Mockaitis
Well, I’m excited to dig into your wisdom. And I’d love to kick us off right at the beginning with hearing one of the most surprising and fascinating discoveries you’ve made about humans and influence over the course of your career, researching and teaching about this stuff.

Rene Rodriguez
One of the most surprising and fascinating discoveries, I love that question. I would say that one thing that everybody here has in common is that we all are trying to create change. Influence, leadership, selling, parenting, being a police officer, it’s all about trying to somehow create change. If you’re selling something, you want people to change what they’re purchasing, to buy you. If you’re parenting, don’t change, change this behavior to better behave, brush your teeth if you weren’t brushing your teeth. And leadership is about, most often, and management, is about changing behavior.

And a lot of times behavior change will most often is resisted. And a lot of times, if you’re getting people to want to change, the one thing that is probably the biggest is to help people save face in the process. That is probably the oddest discovery.

Pete Mockaitis
Save face. So, like they don’t need to be humiliated and beaten down, say, “I am so wrong.” It’s like, “Oh, okay, I guess this makes sense and it’s kind of like something else I’ve done before. All right. Cool.”

Rene Rodriguez
Well, if they don’t have to admit they’re wrong, you are much more likely to get massive change, and it’s kind of a deeper topic on how to get there but it’s really…I mean, think of what it requires though to get a leader to be okay with that, that they don’t have to get the people to admit they’re wrong. It’s a big requirement. It shows a lot of self-assurance and it shows a bigger view of a bigger picture that doesn’t matter who is right or who’s wrong. It’s a search for truth. And as long as we’re on that path, it’s okay.

And people, if you create a safe space for people to do that, most people will opt into it but very few will say, “Hey, I was wrong.” And what’s ironic is if you create a safe space for people to save face, later on they’ll say, “You know, before I used to look at it this way.” They’ll come to you. So, that’s my answer to the random question. I love it.

Pete Mockaitis
Well, can you give us an example of how someone can make a change and not admit that they’re wrong, just like in practice? Like, what’s the example of how that unfolds?

Rene Rodriguez
I think it applies to kids, I think it applies in relationships, I think it applies in management leadership. So, I’d say an example would be a lot of times if, let’s say somebody just had a poor attitude, and they came to work. Trying to get somebody to admit, “Hey, you really have a poor attitude,” is a big sell. It’s a big sell. But if you both, let’s say, watched a movie, or a TED Talk, we had a couple of concepts that we share. One of them called the courage scale. But let’s just say to accomplish the same thing, a movie that really pinpointed in a third-party view that the effects of a negative attitude, and everybody watched it equally together.

And watching that creates sort of a self-diagnosis or self-assessment, and it’s much easier to get somebody to opt in the new behavior if they don’t have to admit they’re wrong. Like, most people will say, “Wow, that’s kind of how I’ve been. And nobody told me that but I watched a third-party kind of talk about it,” and they can safely do it. And it comes down to psychological safety. It’s really what it comes down to.

Pete Mockaitis
Okay. So, then they can just sort of watch that and say, “Oh, okay, that’s cool. These people are sort of smiling and asking about each other’s day, or whatever those particular behaviors are associated with better attitude.” It’s like, “No, that seems to be working well for them, and my colleagues want to do that, and it seems worthwhile, I guess I’ll go ahead and do that too. Cool.”

Rene Rodriguez
Well, it’s moreover, if you watched the negative impact, like, “Wow, what a jerk that guy was, and look at the impact it had on the team,” and if it was presented in a way that goes, “Well, who am I?” If it caused self-reflection in a safe way, so usually the positive, unfortunately, I wish it was more persuasive, but if we looked at the negative impact of it from…so, we have this thing called the courage scale and it’s a really simple way of defining where you are from an attitude influence sort of energy perspective. Below the line would be, the bottom would be zero, that you got zero’s death, then you got guilt, shame, fear, apathy, anger, and then courage.

And so, all those things are sort of below this line that we call the taking side of life. And so, if you were to say if you met somebody below the line that usually lives their life in fear, anger, guilt, apathy, all those things, do they give you energy or do they take it away? And what most people would say, “Well, they take it away.” Well, how long does it take them to take it away? It’s seconds. You can be having a great day, and that person, you see their name on a caller ID, and instantly you’re like, “Oh, God.” Like, we all know that person.

And so, it becomes humorous, like we all know that person, we could see it in someone else. And then we see above the line, things like openness, willingness, reason, logic, joy, peace, enlightenment, which we all want to get to. But just those other things, can you think of somebody who lives the majority of their life above that line? And they go, “Yeah.” And so, when that person calls, how are you feeling? Immediately great. You can be having a horrible day, but that person calls and it puts a smile on your face.

And so, we talk about the difference between above the line and below the line as a simple example. In fact, my first TED Talk was on that. And then you watch that, and you watch people who typically are below the line, they self-reflect, they go, “Wow, I’ve really been below the line,” and they see the impact, and they just slowly start acting differently. But if you were to say, “Well, who’s been below the line? So, you were below the line, you were below the line, and now you’re going to change.” Well, now, the whole psychology has changed.

Pete Mockaitis
Got you. Okay, that’s good stuff. And then I also want to hear a story perhaps of someone that you’ve seen, maybe a client, or audience member or reader, who’s really had quite a transformation. They didn’t have the influence they wanted, they made some changes, and then they got it and saw some cool results.

Rene Rodriguez
Yes. So, the journey of influence is really, I think, really cool. And people ask, “Why influence?” And so, I always look at the opposite of it. So, look at a life without influence. You tell a joke, no one laughs. You sell a product, no one buys. You set a vision, and no one follows. The feeling that follows that is usually ones of insignificance. Some people might even fall into depression, high anxiety, questioning themselves, “Why am I here?” No purpose.

And the reason is because everything you’re doing seems to have no impact on the world. And so, then I go, “Okay. So, what’s the opposite of that? What does influence feel like?” You tell a joke, people laugh. You sell a product, people are buying. You cast a vision, and people follow. And now you realize that when you put something out into the world, it has an impact of some sort.

Now, we can use that impact in selling, you can use that impact in being a teacher, you can use that in leadership. Influence is that ability to influence an outcome of some sort. And so, when you look at the transformation of those that never knew the skill and never knew the sequence involved, or the science of it, there are a lot of people that sort of naturally picked it up over the years. They realize that you could act a certain way, speak in a certain sequence, and you’d get better results.

There are whole tons of reasons why that’s the case. My mission has always been, “How do you get those skills into the hands of people that are good but maybe have never been taught how to communicate?” Because in business, a lot of times, it’s the louder person that processes, maybe even half-baked ideas, but authoritatively they get listened to.

And then you have sort of the smarter introverted folks that maybe process silently what’s going on and fully bake an idea, but if they never speak up or communicate it in a way that people want to listen to, those ideas go by the wayside. And the benefit of the business isn’t achieved or felt, and the person doesn’t feel any sort of movement in their career, and so everybody loses.

So, I could tell you, we’ve got hundreds of stories. One of my favorites is Julia. So, one of my good friends and clients is a company by the name of PURIS. So, we’ve just named the number one most innovative food company in the world. So, Tesla was the innovative car company; they were food. So, they revolutionized pea protein. And what it’s doing is they make it taste good. The company is amazing. The research behind it was amazing. It’s incredible.

So, the CEO came to me, and said, “One of our content managers has got a TED Talk, and she’s 25 and has never given a talk.” I said, “Okay, so she’s going from never to her first talk, giving a TED Talk.” I said, “That’s great.” “Can you get her ready?” “Yes.” So, she came to our first session with 85 pages of research that she wanted to cover, and she was an amazing incredible nerd, and I loved it.

And I said, “Okay, Julia, you realize you have 13 to 17 minutes and you got 85 pages.” “I know. I don’t know how to get it all in.” I’m like, “Well, you’re not going to get it all in.” And we fought, arm-wrestled, back and forth on how to tell the story, what research to share, what not to share. And I finally found out that she was a basketball player and she got into a really bad accident and had traumatic brain injury. And that story began a whole journey of what it felt like to sort of make the comeback, but it was such an incredible story that it was what immediately captured attention, but she didn’t want to tell the story because it wasn’t about pea protein.

And I said, “Well, you have to understand if you want your audience to listen, because a lot of influence is about ‘What do I say?’ with very few, very little work is done as to ‘How do I prepare the audience to listen?’” And so, I gave the analogy, “Would you ever plant a seed on cement?” And, of course, we’d never do that. You’d till the soil first, get rid of the cement, find good soil. I said, “Well, there’s a sequence there. But most people plant their seeds of ideas in cement, in audiences that aren’t ready to listen.

And so, how do you get them ready? Well, a story like that than you can tell in just a couple minutes, people watching you go through this traumatic brain injury,” and she’s getting ready to play basketball, listening to her favorite song, and then, smack, she pauses, “And I was blinded by a car, traumatic big brain injury,” and she tells her whole story, but instantly you’re captivated by the story and sort of her journey through on her love for not being able to play basketball, but going back in to school and the comeback that the little pea made.

And this made this amazing story. In fact, I have the whole sort of video transformation on my website. And watching her tell that story, she came back, I said, “Okay, you tell the pea story with all the research, or you tell the basketball story to ten people, come back to me, and you tell me which one people liked.” And she came back, and she said, “Nobody wants to hear about peas. They want to hear about my car accident and basketball.”

I said, “Okay, so we’re going to use that as an opening to capture people’s attention, and then we can transition into the story.” And then that transitioned into some amazing stories that she told. And if you watched the two different people, it’s something that’s very, very inspiring to see once people learn how to tell the story.

Pete Mockaitis
And I want to talk to you about storytelling in particular. And so, right now I’m wondering, that does seem like a captivating powerful story, “Whoa, how did you feel? What happened?” So, then how does one then make the connection to pea protein?

Rene Rodriguez
So, with her, it was literally using the journey of saying, “What that got me now back into what were my passions at school.” And those passions at school led her to her passion for health, and what gave her brain health, or what were the things that really led to a search internally for, which transitioned into the benefits of peas.

So, without going through the whole piece, they’re everything that we do comes from the past events that we’ve been through. All of our past events shaped what we’re attracted to and what we’re repelled by. And so, in one of the exercises, if people want to learn how to tell their story, is we’ll ask a very simple question of what makes you unique.

And so, well, we can do it together. So, like, what makes you unique?

Pete Mockaitis
Sure. Well, we here are on the How to be Awesome at Your Job podcast, it’s like I’m a total dork with the stuff. I was reading books about success, goal-setting, leadership, communication, psychology, influence, whatever, as a teenager, and this was my thing. And I remember other folks had like basketball player posters on their walls, and I was like, “They don’t really make Tony Robbins or Stephen Covey posters, so I don’t know what to put on my wall. I guess I’ll just have more books on the shelf.”

Rene Rodriguez
I love it. So, you were a fan or personal development, leadership, all that stuff. So, what would you round that off as a uniqueness? Is it about learning? Would you say that that’s the value behind it? Where would you put that?

Pete Mockaitis
I do like learning and I’m really into it. And I guess it was happening. I got good grades, and I remember that someone asked me, “Oh, Pete, do you study a lot?” I was like, “Hmm, studying.” And it was funny, it sounds like a straightforward question but I thought, “Well, I guess I don’t even think about it as studying. I guess I know what I know, and I know what I don’t know, and then I feel like an attention, a curiosity, an uneasiness about that, and so I need to go ahead and close that gap.”

And I guess what one does when closing that gap is what you call studying, but it doesn’t really feel like, “Oh, got to crack the books and study.” It was like, “Okay, well, this transcription business is clear but the translation is not. What’s that about? Okay, what’s the page on the translation? Okay, okay.” And so, for biology or whatever. So, yeah, I guess it’s about curiosity and learning and stuff.

Rene Rodriguez
So, curiosity and learning, okay. So, let’s just pretend that those two are the ones we’ll focus on. And so, would you say that those are two personal values, that learning and being curious in life are very important words to you?

Pete Mockaitis
Yeah.

Rene Rodriguez
So, then the research says, the neuroscience says that those are personal values, or at least reflect your personal values, they were formed between the ages of nine and 13. And so, then the next logical question is, “So, who’s around during that time period?” And that you’re looking for one of two kinds of stories, either we call a lighthouse story or a foghorn story.

And a lighthouse story is somebody that was there that really was the guiding light. They were always wanting to learn. They were the perfect example, the guiding light of this value. Or, the foghorn story. Maybe it was somebody that you needed and didn’t show up, somebody that didn’t value school, and you watched what happened to them. They weren’t curious. They thought they were a know-it-all. And you watch where that led their life.

And so, instead of saying, “Well, the world didn’t give it to me,” you say, “Then I’m going to be that for the world.” So, you became it. And so, it’s one of those two stories. So, what it would be for you? Who was around and what happened, age nine or 13, that really led to learning and curiosity?

Pete Mockaitis
Well, I think it’s more of a lighthouse story. That’s my dad, and I remember I could always escape the house by asking to go to the library. He would comply just about always with that request. And we were curious about all kinds of things from photography to chess or whatever, and would read books and do stuff together.

Rene Rodriguez
And so, you enjoyed those conversations with dad?

Pete Mockaitis
Yeah.

Rene Rodriguez
So, how did it make you feel when you did that? So, what we’re looking for is what we call pathos. What was the feeling associated with that?

Pete Mockaitis
It felt really powerful. I remember it just like, “Holy crap, books make you better. Like, you can become better at anything by learning the stuff.” And there’s vast arrays of books and resources and people that can help you. So, it just felt like, in a way, anything is possible.

Rene Rodriguez
Love it. So, now, give me a little creative freedom. So, if I were to hear that story and I were to craft the message is saying, “So, what is this podcast about?” And so, you’re saying, “Well, here’s what it is. Here’s the ethos. Here’s the research. Here’s all these things,” which are what we call logos, very intellectually driven. You might start with, “Well, as a kid growing up, I was always really curious. My father was one of the most influential people in my life, and he really nurtured that curiosity. If I ever needed to go out of the house, my escape was a library.”

“And if I ever wanted to go to the library, he was always behind it, whether it was me learning about photograph, or learning about astronomy, or whatever it was, I always knew that he could do that. And every time he did that, I was overwhelmed with this feeling of power. I felt powerful. Like, knowledge really did equate to power because I could see the world differently. And now that, as I was growing up, my friends had basketball posters of Michael Jordan and Lebron James, I was looking for posters of Stephen Covey and Tony Robbins, and all of the people that were really sharing more of that knowledge.”

“And so, when I decided to do a podcast, I decided to do it around the theme of giving people the same gift that my father gave me, was finding those same knowledge sources to empower people to be better. And so, now that’s why we created the podcast.” So, now you see how the sequence sort of formed based on understanding those two words, tracing that back to a story, which we would call your origin story, and we did it very quickly, but it hits the brain in a very different way when it’s heard in that sequence.

Pete Mockaitis
That’s well put, hits the brain differently. It’s like I’m trying to articulate how it’s hit my brain because it’s like, I mean, it’s my story, I know it, it’s true. And yet I don’t think I’ve quite articulated it that way. There have been bits and pieces, but it’s got a…the hitting of the brain, it’s like a feeling of openness, or it’s kind of like a, “Oh, okay. So, that’s what this is.” It has a little bit more of emotional resonance, as opposed to…

Rene Rodriguez
Resistance.

Pete Mockaitis
Yeah.

Rene Rodriguez
Or cliché, right? Well, I like to help people learn, so we start with a message and it hits the brain differently, hits the part of the brain we call Broca’s area. And Broca’s area is a very tiny little speck in the brain that deciphers language. And we go, “So, yeah, I like to help people learn through my podcast,” and we go, “Okay, cool. So, every podcast does the same thing? Cool. Really unique, bro.”

But then when you start with a story, what it does is it triggers your entire sensory cortex. It triggers your limbic system, which triggers emotions. All those past things light your brain up. If you like a functional MRI scanner or a SPECT span, it lights your brain up like a Christmas tree. But what it also does is it lights up the brain of the listener because storytelling is involved.

And so, because our brains light up in the same way, it begins a process of neuro-coupling. And when neuro-coupling happens, there’s a coherence that happens between the two brains and safety is created, what we call psychological safety, “So, I know I’m not going to be judged. There seems to be an alignment of values. If I agree with the story or I like it, I’m attracted to the story and the values it represents at a deeper level,” and it bypasses the parts of the brain that resists, that don’t feel safe.

And so, that sequence is what we call the beginnings of the amplify formula to be able to begin to till the soil of the audience, meaning prep them to hear the message, which is, “Now I want to hear all about what your podcast is about because I have the backstory to what the frame is.” And so, that’s creating a frame or frame of reference. And that frame of reference, frames act as constructs of reality so I can understand reality in front of me.

Like, you have a podcast. Well, I understand the podcast based on what are the frame of reference I choose. But if you don’t provide a frame of reference, I’ll choose one. In fact, if I have a negative…let’s say I have a negative experience of podcasts, and I go, “Oh, gosh, another podcast.” Maybe that’s my frame of reference.

So, I hear your podcast through that filter. But if you provide the frame first, because that’s how the brain works, it needs a frame, and you provide it, the story with dad and what it did for you and your passions for learning and curiosity, and giving a gift back, I don’t pull from my negative frame. I pull from your origin story as the frame, and I hear the message completely different, totally different narrative.

Pete Mockaitis
Okay. Well, thank you. So, you said there’s amplify sequence, and it starts with some story and framing. Can you sort of give us the overview of the whole process sequence?

Rene Rodriguez
Yeah. So, the science behind it is pretty in depth in terms of understanding what I just said, which is part of influence, and it sounds crazy, it’s about understanding how we construct reality. And so, either I construct a reality that your product is valuable or not, or maybe I construct a value that my product and my time is more valuable than yours, so then why would I meet?

And so, how does it do that? It does that by choosing a frame of reference or the narrative around it. The narrative creates meaning, and then I understand it through that. Now, I’m not talking about a physical reality, like my table here is wood, this mic stand is metal. Those are physical realities, proven to physics and science. But the social reality of how I interpret the meaning behind something is created through narratives and frames.

And so, my brain, to understand it, I’ve got to pull a frame first that is a neurological sequence of understanding how I process information. And so, for example, I’m going to say a profession and you tell me what word comes to mind. Used car salesman.

Pete Mockaitis
Well, it might not be fair to great professionals in the field.

Rene Rodriguez
Of course not.

Pete Mockaitis
But, you know, sleazy, dishonest.

Rene Rodriguez
Right. So, every time it’s usually something along that. So, what happened is you accessed your frames of reference which are societal frames of reference. That is pretty predictable that we get that because of the stigma that’s been created, that people say sleazy, dishonest, all those such of things. So, that frame of reference comes in front and acts as a filter to really filter out and create meaning around what’s said.

So, if I were to say, “Don’t worry, you can trust me. I’m a used car salesman,” most people will giggle, they’ll say, “Hahaha,” because it’s an incongruent message. And incongruency translates, typically, into lack of trust, when I’m saying one thing but I mean another, or my body is saying one thing and my words are saying something else. Like, “I’m really excited to be here today.” So, my tone is saying not but my words are saying I am. That’s an incongruency.

Sometimes we want to stand with power and authority and influence, but we stand with insecurity and submission. Those are body language cues that are being incongruent. And so, my grandfather was in Cuba, and he was watching the Cuban Revolution just begin, and so he wanted to get his family out of Cuba. So, he wrote a letter to the President of the United States, and said, “If you can get me and my family out of this country, I will come and fight for yours.”

So, somehow that letter made it to the right person and they pulled my grandfather out, along with my mother, her sister, and my grandmother. And so, he went and served in the American Armed Forces for eight years. After his time, he landed at Patrick Airforce Base in southern Florida, in Homestead, Florida, and realized very quickly that his American dream was really limited to how far he could walk because he didn’t have a car.

And so, there was somebody, though, that believed in my grandfather. He saw what he did for this country and got him into an older vehicle. And that older vehicle allowed him to stretch his reach by 25, 50, even 100 miles finding better employment, better pay, changing the trajectory of his life, my mother’s life, and, ultimately, my life. And that person who believed in my grandfather was a used car salesman.

And so, now, if you noticed, the brain didn’t have any of a chance to pull sleazy or dishonest because I did the work for you. I gave you a frame first, and so now you’re hearing that in the context of that frame.

Pete Mockaitis
Yeah, that’s good.

Pete Mockaitis
When you talked about that reframing of the used car salesperson, I’m thinking now about this goofy movie, Cedar Rapids. It’s got Ed Helms and John C. Reilly and Anne Heche. And the idea is Ed Helms is going to the big city of Cedar Rapids because he’s been in a small-town environment for a long time, and it’s all about insurance.

And my frame for an insurance salesperson is, “Oh, geez, what a boring job. Insurance is a boring thing, and selling, not a lot of fun.” But then he tells a story about how his dad passed away, and it was an insurance person who was… I’m actually tearing up a little bit. An insurance person was like the hero for his family because they didn’t know what they were going to do. But when they had that insurance money come in suddenly, their worries associated with, if they could still go to school or whatever, were put to rest.

And so, life insurance salespeople are heroes to him, and doing this is like a dream. And it was a very powerful and a goofy fun movie. And so, there you have it. We have a story and we have a frame, and it totally…you’re right. It doesn’t give me an opportunity to grasp onto, “Yeah, life insurance sales is boring.”t

Rene Rodriguez
And so, if you think about if it changed the frame, frames dictate perception, and perception equals reality. And so, the superpower here is understanding storytelling. So, look at what just happened. You recalled the story and you got emotional.

Pete Mockaitis
Yeah, a ten-year-old movie that’s a comedy.

Rene Rodriguez
A ten-year-old movie. And so, what’s the science of storytelling? Well, think about it this way. The research says that upwards of 33%, sometimes even 50% of our waking hours, we spend daydreaming. And daydreaming is really scenario-planning. Like, “If I do this, then that. What color shirt shall I wear on the podcast? Well, should I be ready for that? Headphones or not? How do I get ready for this? Did I leave the stove on? Well, I better call this client.” We’re constantly running scenarios. That’s a prefrontal lobe activity. It’s a future simulator.

And a future simulator, for example, it’s powerful. Like, if I were to tell you I’ve got this new ice cream that’s from Ben & Jerry’s. It’s called Liver and Onions. Do you want some?

Pete Mockaitis
Not yet. I want to hear the magic you work on this, Rene.

Rene Rodriguez
Yeah, exactly. Now you’re expecting that. But, no, typically, you’d probably have a visceral response of saying, “Ugh, gross.” Even though you’ve never tried it, your brain went from a past experience, went out into the future, concocted liver and onions as an ice cream, and you taste it hypothetically as a scenario, and sends a signal back, saying, “Nah, we don’t like it.” And it happens in a split second.

And so, we’re constantly running these future simulations, and there’s only two situations that we stop doing that throughout the day. One is life and death situations. Somebody is in trouble, I’m in trouble, somebody’s got a gun on my head. I’ll stop and be very present. The other is through story. When somebody tells a story, the reason we stop daydreaming is because a storyteller is daydreaming for us, and we use daydreams, we use stories to create narratives, which create a simplified model of reality so we can understand what’s going on.

I’m here in my studio, I’m on a podcast. The reason I’m on a podcast is to grow my brand and awareness. And, hopefully, that will translate into access. We run these stories and scenarios. And so, if I’m listening to this as a listener, ask yourself and your business, “What things and stories are you a part of?” And when that story doesn’t match, how difficult it feels.

But think about this. If the stories create the narratives, and the narratives construct reality, and somebody tells me a good story, I’m allowing them into my brain to take a real estate and set whatever narrative they want. And the crazy thing is that we…the brain doesn’t know the difference between my story and reality.

Literally, you just cried recalling a movie that was done based on fake actors. A story bypasses all of that, and we take on the role of the protagonist, our empathy is triggered, sensory cortex is triggered, emotions are triggered, and we experience it as real. And we get into this process where we, over time, we take on even the belief systems and the decision-making process if we hear someone’s story or the thought process over and over and over and over again. We start acting as like, “Okay. Well, what would this person do?” And we forget that that’s their thinking and we take it on as our own.

And so, we can install narratives of love, narratives of hate, of racism, of giving back, of strong value proposition, of buying into a vision, the thoughts of new possibilities, new relationships, dating someone. You name it. It’s all done through story.

Pete Mockaitis
Well, Rene, these implications are vast not just for getting someone to follow you or to buy. I’m thinking about just like in terms of just your emotional states and the stories you tell yourself associated with what’s going on around you. It’s like, “Am I a victim to this thing? Am I trapped here forever? Or, am I a hero or whatever.” We can construct it to story and feel completely different about the circumstances we’re presented with.

Rene Rodriguez
You nailed it. And the stories that we tell ourselves are the most powerful. The narratives that we choose, and so many people choose the narrative of victim. And there’s a term that I love to use called amor fati. And so, when we go through our program, we help people identify their story and then tie it to their business value proposition, which becomes a really powerful combination.

But some people go through…you want to help them sell more, or you want to help them be a better leader but they have these inner narratives that are either of a victim, they got a chip on their shoulder. Who knows what it is? It isn’t serving them in a way. Some people, me being Rodriguez, I grew up with a narrative that being Hispanic was people were against me. If it’s maybe a female growing up, that women are trying to be held back by men, or bald men don’t have it as easy as others. Whatever it is, whatever the narrative you’re running.

And what I always tell people, saying, “So, how do we set ourselves up in the best strategic position possible?” Part of that is we have to achieve amor fati. And amor fati is, literal transition is lover of fate. It’s a lover of your story. And I’ll give you one example of this. We had one woman come through our class, and she had a lazy eye. And you could tell right away, at first, she’s not looking at me, she’s bored. Ah, she’s got a lazy eye. So, no big deal. It’s really not that big of a deal, very common.

And halfway through day two, or actually at the beginning of day two, she said, I was in front of the room, talking, she goes, “I don’t know if you’ve noticed it but I do have a lazy eye. And I don’t know if you’ve noticed.” I’m like, “Yeah, noticed it right away.” And she like looked at me with a smile, like surprised that I would just say it, I’m like, “Of course, yeah, big deal.” I said, “So, tell me about your lazy eye.” And she’s like, “Well, it’s been an insecurity. I’ve tried to hide it. I don’t like looking at people in the eye because it just makes it obvious.”

And then she said, “But it helps me read 800 words a minute.” I’m like, “What?” She goes, “Yeah. This eye right here reads 800 words a minute.” I’m like, “Somebody Google the average…” somebody Googled it. It was 250 words a minute is the average, and a really good reader is 400. Well, this one reads 800. And so, I looked at her, and I said, “So, you’re saying you have a bionic eye?” And she looks at me and she goes, “What?” I’m like, “I want an eye that reads 800 words a minute.”

We looked at the audience, and they’re like, “I want that eye, too.” And she kind of smiles, I’m like, “You have a bionic eye, don’t you?” And she goes, “I never thought about it that way. I wish my other eye sees this and so I can look at people and read, and it’s kind of cool, and sometimes they don’t cooperate.” We all started laughing. And I said, “So, here’s your new narrative. Now for those of you who had real eyes…”

And she starts all her talks this way, “I was given the gift of a bionic eye. I got an eye over here, this baby right here,” she points to it, “reads 800 word a minute. Average reader reads 250, a really good, 400. I’m twice that. In fact, I read a 500-page book on the plane right over here. It’s fantastic. I’m going to read another one tomorrow, and the next day probably. With my left eye, it’s for distance so I can see all of you. Well, the challenge of the bionic eye is it has a mind of its own. Sometimes it doesn’t cooperate, kind of like my personality and probably a lot of you in this room here.”

“And so, if you’re wondering which eye to look at, just keep your eye on this one. That’s the one that’s looking at you.” And everybody just dies laughing. She’s standing there with this pride, a new narrative, something that used to be a story she told herself of insecurity. Now, she came up to me at this event, literally last week, ran up and hugged me, she goes, “That narrative, that story has changed my career and my life. I tell it at every event, I tell it at every meeting, and I stand differently. I’m just happy.” But to your point, the narratives we tell ourselves.

Pete Mockaitis
Oh, Rene, this is so powerful. I feel like we could, and could and maybe should, dig into this for hours. You’re invited back, Rene, already.

Rene Rodriguez
I’d love to.

Pete Mockaitis
So, all right, stories are powerful, they establish frame, which impact how we interpret stuff and how others we’re trying to influence interpret stuff. So, then what are the best practices associated with forming these stories? And maybe what are some watchouts? So, you walked through a bit of the process with me moments ago. Is that the primary pathway you recommend? Or, are there a few flavors on the menu to choose from?

Rene Rodriguez
So, there’s a real simple exercise, I can give it to you. I’ll try to do it auditorily. Is that a word?

Pete Mockaitis
I think so.

Rene Rodriguez
That’s a word. We just made it up, if not. And it’s a way to what we’re trying to uncover is what we call a signature story. And a signature story is a story as unique to you as your own signature. And so, what I do is I create a matrix. It’s basically a four by four, so four, one, two, three, four, by four lines. And at the top, on the far-left column, there’s going to be four phrases that we go down.

The first phrase is, “I believe.” The next phrase is, “I remember.” The next phrase is, “I was taught.” And the last one is, “I’m passionate about…” And so, those four phrases are what I call entry ramps into stories. And what I’ve come to learn over, gosh, we’ve trained tens of thousands of people on this, is that people know how to tell stories but sometimes they need the entry ramp.

And the entry ramp is what helps trigger the memory. And so, the first thing we start with is three beliefs, “I believe…” and we’ll just use three. For example, you chose “I believe in curiosity and learning.” And if you had a third, what would it be?

Pete Mockaitis
Oh.

Rene Rodriguez
First one that comes to mind.

Pete Mockaitis
You know, spirituality. God stuff.

Rene Rodriguez
Spirituality. Faith, spirituality, right? So, across the top says, “I believe in…” the first column, second column says “learning,” third column says, “curiosity,” and the last is “faith.” And so, now we go down the matrix to the next question, which says, “I was taught…” and we go to the first belief. And then we want a story, something you were taught as a kid about learning. And in that little box, we read a little story. And you have to remember what you were taught as a kid about learning.

And then you go down one. What do you remember about…? Remember something you remember about learning, a story, and then something you were taught about learning. And the last one, something you’re passionate about when it comes to learning. And then we go back to the question of curiosity, “Something I remember as a kid about learning,” or curiosity, “Something I was taught about curiosity and something I’m passionate about when it comes to curiosity.”

Then the last column would be something “I remember about faith or spirituality, something I was taught about faith or spirituality, and something I’m passionate about.” And now you have nine signature stories to be able to draw from. But here’s the thing. What do you do with them, those stories? They’re nothing without a message to follow, and the third part of what we call the amplify formula, which is a tie-down.

And a tie-down answers the question of what this means to you is. Like, I can give you a story about all three worked together if you’d like.

Pete Mockaitis
Let’s do it.

Rene Rodriguez
So, my second TED Talk actually has this story in it but it’s a story of Janice. Now, Janice was an executive of a very large organization. They wanted me to help her get ready for an interview to take on the CEO position of a billion-dollar organization within the larger conglomerate. And the interview is very intense, seven, eight, nine, ten hours sometimes with ten people in the room, all focused on her, drilling her with questions.

So, we started with a mock interview of three people in front of her, and asked her a question. First second, I sit off to the side, I look at facial expressions, sequencing, timing, storytelling, framing. I look at all the things that I look at. And the first question was, “Tell us something you’re proud of.” And she looks at us and answers very presidential – short, concise, and to the point.

“I got straight A’s my last year in school, one of my proudest moments,” was her answer. So, now, one thing we know about frames is that when we talk, if we don’t provide one, the listener will create one for us. They have to, that’s how they construct reality. So, they look at me, and said, “Rene…”

Pete Mockaitis
You’re right. Right there is like, “Okay, you worked really hard,” or, I mean, “You worked really hard or your parents were smart, or you had a good tutor.” It’s weird, I’m just making stuff up.

Rene Rodriguez
And immediately, right? And the brain can’t handle it. It’s like one of the things that…

Pete Mockaitis
Excuse me. Something fell off the shelf but we’re fine.

Rene Rodriguez
So, now you saw my reaction there, right? And so, I’m looking off, I paused, and so the listeners might say, “Hold on a second. Did we lose something?” I’ll sometimes get up and walk off the camera in the middle of a podcast, and the interviewer is looking at me like, “What happened?” and I’ll do this little training.

Pete Mockaitis
“Is he mad at me?”

Rene Rodriguez
Yeah, is he mad at me? I did it on stage in front of 600 CEOs. I stopped in the middle, I’m like, I looked at them, I turned around and walked off stage. And then from behind stage, I said, “Now, I want you all to pay attention on how you feel and what’s going through your minds.” And I came back out, and I said, “What do you think happened?”

And I got five or six, ten responses, and all of them were different, “I thought you’re having a heart attack,” “I thought you might’ve forgotten your lines,” “It looked like you’re crying.” And they were all assumptions. And I do that to illustrate the point that your brain does not deal in narrative gaps. It has to fill it even if it’s false. And our world is full of narrative gaps right now.

And so, when she says, “I got straight A’s my last year in school,” there’s a huge narrative gap there. And I’m going to fill it based on my own past experience. So, they looked at me, “What do you think?” I said, “Oh, so straight A’s your last year in school? So, you’re a procrastinator? Are you going to procrastinate for us as well?” She looks at me like I’m crazy, and I said, “Oh, I’m sorry. Did mommy and daddy pay for school so you didn’t have to work that hard?”

Or, even yours, “So, your mom and dad must’ve been really smart, rich, probably had good tutors. Lucky you.” So, who knows what these unfair narratives are? But the brain doesn’t have a choice. It has to fill it. And so, now pay attention to this. I said to her, and she’s got a tear in her eye when I said that to her, I said, “Look, I didn’t mean those things but you didn’t fill it for us. You didn’t tell us the frame or the narrative but I know it’s important to you, wasn’t it?”

She just nodded her head. And I said, “Why?” And then when she told them the story behind it, it changed everything. She looks at me and she said, “When you’ve been told you’re stupid your entire life by adults, you tend to believe them. And something happened my last year in school, where I looked myself in the mirror, and I said either I’m going to believe them forever or I’m going to do something about it. And I did something about it.”

So, now that frame completely shifts the message. And the message, now understood differently, changes the reality of the relationship between how I perceive her. And so, now I’m emotionally moved, I’m probably more connected with her. I mean, if you’re listening to this, you probably felt some sort of shift internally, maybe protective of her. Who knows what it is? But this pathos is an emotional connection there.

And so, then the next question is, “So, what do I do with that?” because that’s powerful. There’s a lot of emotion in the air but for what purpose? Most speakers, most leaders that learn how storytelling will stop at that but it doesn’t create influence. It creates emotional connection but influence is about affecting a behavior.
And so, the last part, the tie-down would be adding the step next, which is having a clear influence. Objective, to get the job. A tie-down answers a question of what this means to you is. So, I might share that story instead of saying, “Hey, tell us something you’re proud of,” and starting with, “Oh, I got straight A’s last year in school,” frames and narratives gone wild. Who knows what they’re going to believe?

Or, if I just go with a little contextualization, “Well, I was told I was dumb but then I decided to turn it around, and now I got straight A’s.” Everyone was like, “Wow, that’s great. Who’s next?” No action taken. But if you do all three, it sounds like this. “Tell us something you’re proud of.”

“Well, unfortunately,” start with the frame, “I was surrounded by a lot of adults who told me I wasn’t really smart. And when adults speak to you that way, you tend to act that way, and I didn’t do well in school. But something happened my last year in school, where I looked myself in the mirror, and I said either I’m going to believe them forever, or I’m going to do something about it. So, I went on and get the help that I needed, put my nose to the grindstone, and I’m proud to tell you that I got straight A’s my last year in school.”

Tie-down. “Now, I’m assuming if I do get a chance to work with you and your team, that there’s going to be times where we’re going to be facing some pretty big challenges, and maybe some insurmountable obstacles, or seemingly insurmountable obstacles. But I promise you this, if I get to be on your team, I’ll be out there next to you, if not in front, overcoming those challenges in the same way I overcame them in my own personal life, but this time for you and for your team.” Frame, message, tie-down. That’s the sequencing that creates influence.

Pete Mockaitis
Ooh, that’s powerful. There’s so much gravitas, conviction, oomph, power there. It’s hard not to believe such a person as opposed to…and interviews are stomping grounds for BS, and you’re like, “Okay, all right. You believe that and I believe you. Let’s see if you can check the other boxes. Determination, conviction, totally covered. Let’s see. How about financial skill?” I don’t know, whatever is next on the checklist.

Rene Rodriguez
Yeah, all those things sort of come second nature. Once you believe the person, who they are, you start saying, “Okay. Well, let’s just make sure they check all the boxes so we can move forward.”

Pete Mockaitis
That’s good. Well, Rene, tell me, anything important you want to make sure to put out there before I ask about a couple of your favorite things?

Rene Rodriguez
We wrote a book, it just landed number two Wall Street Journal bestseller.

Pete Mockaitis
Amplify Your Influence.

Rene Rodriguez
Yeah, and I think with MeetRene.com, follow me on social media, Instagram @seerenespeak right there.

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

Rene Rodriguez
Probably one of my favorites is from Stanley Kubrick, and he said that, “Our ability to eloquently talk about a subject matter can create the consoling illusion that we’ve mastered it.” To me, that keeps me humble because I can talk about all these things eloquently, and yet I can still struggle with every single one of them.

Pete Mockaitis
And a favorite book?

Rene Rodriguez
One of my favorite books is Let’s Get Real or Let’s Not Play. It’s from Mahan Khalsa. He’s a Harvard guy that talks about how to really sell difficult complex technology solutions but his mentality behind the concept of let’s get real, let’s have real conversations, let’s deal in the reality here, let’s not just play. And, to me, it was one of my favorite books I’ve ever read.

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

Rene Rodriguez
Yeah, I would say this, that the challenge that we face in growing up, most of us here, was that the things that now are most important, we were told weren’t. They were called soft skills, the things that, like, “Oh,” the interpersonal skills, emotional intelligence, all of those things, and we valued all the “hard skills” that school taught us.

Well, we know with the research right now that those hard skills aren’t the determining factor for success. They’re needed. Trust me, they are needed but they aren’t the differentiator. Your ability to deal with people, connect with people, build trust, and that is mostly done through vulnerability, through your story. When you can share your story, where you’ve been through, and where you come from, that creates the ground for trust, empathy, and most importantly, somewhere to move forward together.

Pete Mockaitis
Rene, thank you. This has been powerful and beautiful. I wish you much luck and that your book Amplify Your Influence is a huge success.

Rene Rodriguez
Thank you. Appreciate being on here. Thank you so much.

772: How to Build Resilience to Thrive in Uncertainty with Gemma Leigh Roberts

By | Podcasts | No Comments

 

 

Gemma Leigh Roberts shares recent science behind resilience and how to bounce back from whatever the world throws at you.

You’ll Learn:

  1. Why you shouldn’t confuse grit with resilience 
  2. The challenges worth seeking out to build your resilience
  3. How to build resilience into daily routines 

About Gemma

Gemma Roberts is a chartered psychologist who has spent most of her working life teaching, writing, and speaking about what it takes to navigate challenges successfully, build resilience in the face of adversity, and create environments where each individual can thrive and perform at their peak, in their unique way. 

Her book, Mindset Matters: Developing Mental Agility and Resilience to Thrive in Uncertainty, which will be released in May 2022, came from her Mindset Matters newsletter on LinkedIn, which now has 500,000 subscribers. 

She is also a LinkedIn Learning instructor, with her courses garnering over 3 million learners. She also hosts the We Got This: Work+Life audio series on LinkedIn.

Resources Mentioned

Gemma Roberts Interview Transcript

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

Gemma Roberts
Hello. Thanks for having me, Pete.

Pete Mockaitis
Well, I’m excited to hear your wisdom. And I’d like to start in March 2020 and hear your story right at the beginning of pandemic times, you start your Mindset Matters LinkedIn newsletter and things really take off. Can I hear the story?

Gemma Roberts
Yes. Well, I guess a lot changed in life around then. So, we had literally just gone into lockdown in the UK, the first lockdown that we went into following the outbreak of COVID-19, so it was a really scary time for lots of us, really challenging, I think, for most of us, it ended up being. And my research area is resilience, so that’s the area that I’ve worked in for the last decade but it was the area where I’ve been doing doctorate research.

So, I thought at that time that, actually, there’s so much that I could be sharing to help people navigate uncertainty, and I had access, kind of early access to LinkedIn newsletters because I’m a LinkedIn Learning instructor. It’s kind of the perfect time to share some of that advice, some of the edited space stuff that we know works, because what I was seeing is, actually, there was a lot being published or lots of people talking about resilience but it wasn’t necessarily accurate and it wasn’t necessarily that helpful because if we think about psychology, if we’re not careful, sometimes we can do more harm than good.

So, I actually thought of it as an obligation to put some helpful evidence-based useful information out there that, hopefully, would help people navigate uncertainty. I mean, at that point, we had no idea what we’re about to go through in the world, either the following two years. So, I had no idea how that was going to pan out. So, the newsletter grew quite quickly on LinkedIn Learning and I think, within 11 months, there were 250,000 subscribers.

Pete Mockaitis
All right.

Gemma Roberts
Yeah. And today, kind of two years on, it’s like 550,000 subscribers maybe. So, it really gained momentum quite quickly. And I honestly think that’s because of the topic because I talk…the newsletter is called Mindset Matters. And I think, at that point in time, myself included, we were all looking for advice about what to do in this new working world, what do we need to think about what’s going to help us thrive, or even just sometimes survive some of these challenges and changes that were going on.

So, the newsletter took off, which was amazing, and it actually turned into a book, which had literally just been released, which is very exciting. So, the book is also called Mindset Matters and I wrote that thinking about those people that were reading the newsletter. So, thinking about people who want advice on these key areas of psychology, or think about how we think about things, how we process information, how we can use that to our advantage in the working world, and kind of built out the five key topics that I talk about.

I guess I got it in the book, I got to go into a bit more detail, really, around what those topics are. I explore a bit more in terms of research and case studies but, ultimately, it’s a coaching manual. So, for each topic I talk about, there are coaching exercises in that, and I want it to feel, like for people who read it, I want it to feel like as close it can to having a coaching conversation with someone, and sitting down and testing out some strategies, seeing what works, tweaking things.

Pete Mockaitis
Okay. Well, thank you for the story, and that sets things up nicely. I’m curious, when you said information going around is not accurate, well, can you bust a couple myths for us right off the bat here?

Gemma Roberts
Yeah. So, a lot of how we traditionally think about resilience is kind of pushing through. So, perseverance or grit or mental toughness, whereby we face a challenge and we need to kind of push through, get to the other side, make it through, get past it, but actually that’s not really what resilience is at all. It can be sometimes but that’s not entirely what resilience is.

So, resilience is positive adaptation following adversity. That’s the kind of broad definition, and sometimes we do need to push through, sometimes we do need to kind of figure out how we can take those next steps and just keep going. But, also, sometimes we need to stop, sometimes we need to accept what’s going on and we can’t change it, sometimes we need to rest, we need to build our resilience reserves up again, and sometimes we need to kind of break down to be able to build ourselves back up again as well. But that’s not really the bit of resilience that we hear about.

The other thing about resilience is we have been told, I guess, that it’s up to us, as individuals, to work on ourselves to become more resilient, and some of us have it and some of us don’t. Again, that’s not accurate. There is so much, in terms of context, that goes into resilience. There are things like support systems around you, or organizational context where you work, the business culture, line managers support, policies, processes, big changes going on in the world, like COVID, for example, changing a lot of our lives.

So, again, yes, I focus a lot on helping people to become more resilient themselves to things that they can do, but it’s also very important to take into account kind of what’s going on around you as well, and try and think about kind of the broader picture, which is not something that we were hearing a lot about at the start of the pandemic. And I think partly that’s because that’s where research is going. We’re still kind of getting there with resilience research. So, it’s not grit, resilience is not grit. It’s not pushing through. Sometimes it could be, but other times it could be something completely differently you need.

Pete Mockaitis
Okay. Well, thank you for that clarification, that distinction there. So, positive adaptation following diversity. Yeah, lay it on us, how do we get more of that going?

Gemma Roberts
Well, there’s another little myth with resilience. So, not a myth necessarily but it’s kind of something that’s a bit unfortunate but it comes to building resilience. So, when I work with people, strictly to coaching context, quite often people want to build their resilience but they don’t want to face challenges because, ultimately, who does? Who wants to wake up in the morning and think, “Oh, I can’t wait for this great big challenge that’s going to come my way, and I’m not going to know what to do with it”?

Most of us, we might appreciate some more challenges but big ones can sometimes feel overwhelming. But the truth of it is that we need that adversity, we need challenges if we’re going to build our resilience muscles, if we’re going to learn the skills that we need to get through challenges. In a way, that’s very healthy for us. So, if we’re going to learn from the situation, so learn what we’re capable of, learn how it works for us when we react in different ways, and would we do that again, what different tools or strategies can we use in the future.

So, if you want to become more resilient, and I do recommend that for all of us because, I’m going to be honest, challenge, change, complexity, none of that’s going away in our lives. We will have to deal with that at one point or another. So, if we want to be resilient, which means we can deal with those situations more effectively and in a way that’s healthy for us, then we need to face challenges, we need adversity.

The key thing is if we had a choice, which we don’t, but if we had a choice, it’s we want challenges that stretch us, they stretch our abilities, they can be really uncomfortable, take us outside of our comfort zone, but aren’t necessarily overwhelming. Because once we get to that overwhelming phase, it’s quite difficult to focus on building those kinds of personal tools that we need to be resilient and, actually, we get thrown a bit more into survival mode.

But the key is looking out for those, I guess, stretching challenges in our lives that are going to help us to develop, help us to grow, help us to learn something about ourselves and the environment around us as well.

Pete Mockaitis
Okay. So, we’re on the lookout for the stretching challenges and, ideally, that’s the nature of the challenges we get. This reminds of that Stephen Covey chart, in terms of the comfort zone, growth zone, panic zone. So, got that in my mind’s eye. And so, I’m curious, like sometimes in my own experience, sometimes even the same challenge in, I guess, a different context, I don’t know, in terms of there’s more stuff going on, I’m kind of sick – I’m a little sick right now – it can be like overwhelming, exhausting, it doesn’t feel like a positive adaptation has happened afterwards.

Just like, “Aargh, I barely made it through that thing, and I just want to sleep for days now,” versus, “Okay, victory. I’m stronger now.” So, can you zero in on what are some of the, I don’t know, levers or adjustments we can make so that we more often find ourselves in the, “Yes, that was a positive adaptation following the adversity zone,” as opposed to, “Aargh, that almost killed me, and I just need to sleep forever now”?

Gemma Roberts
That, Pete, is a really key point because this all comes back to that context part and resilience changing over time. And resilience is a process. It’s not a thing we have or don’t have necessarily. We can have skills that help us but the resilience process is dealing with that challenge or dealing with that adversity, and it doesn’t always happen quickly. Sometimes we look back years down the line, I think, actually, “Yeah, I guess I kind of learned something from that.” We don’t necessarily do learning, if at all, but if we’re consciously trying to learn from the situation, we don’t always necessarily do it straight away.

So, there’s kind of two things that you mentioned. So, one of them is, “Why is it that some days we feel like we can deal with challenges, and, on other days, the exact same challenge will feel like the straw that breaks the camel’s back, and it’s the thing that sends us over the edge?” And the answer to that is that, again, it’s contextual.

So, some of it has to do with us as individuals, so what’s going on with us. How many other challenges are you dealing with at once? Are they big challenges? Are they reoccurring? Have you got lots and lots of little things going on that you’re struggling to kind of switch your attention between? Or is there one huge thing going on in your life which is taking over everything else?

Because when we’ve got lots of things going in our lives, and we’ve got one big challenge going on in our life, it can make other smaller things, sometimes, feel a lot bigger, or we’ve might’ve used all of our resilience reserves, all of our energy that we’ve got dealing with those things, and we just haven’t got any left when other things strike. So, that’s why we respond to challenges, the exact same challenge, in a different way on a different day. So, that’s something to keep in mind.

But also, the situations around us are changing all the time as well, so, yes, there could be stuff going on with us, our energy, our mood, our health, things like our physical health, like you might be finding at the moment. So, sometimes when our physical health is impacted, or things like we haven’t had enough sleep, or our nutrition is not so great at the moment, we might find that kind of psychologically responding to things, we just haven’t got that resource. You kind of feel like you’ve got an empty tank, you’re running on empty so that can happen. But this is why it’s so important.

So, when I talk about resilience, it is a complex topic because it’s a process. It’s how we do the thing, it’s how we overcome adversity, and turn that into a positive adaptation, either now or the future. It’s not a thing you have inside you where you can tick off the list, and say, “Yes, I’m resilient 100% of the time.”

And I often say to people that thinking about resilience, that the goal really shouldn’t be wanting to be more resilient or wanting to be resilient because, firstly, how do you measure that? I don’t know because I’ve not faced every challenge I’m going to face in my life. I don’t know if something, it comes my way. Think about the pandemic, for example. I don’t know how I’m necessarily going to react to that.

But, also, it’s never done. You’re never…it’s not like, I don’t know, having…I’ve got brown eyes, for example. Yup, frankly, I’ve got brown eyes, that’s done. That’s probably not going to change my life now unless I wear contact lenses. The goal really should be learning about yourself, so learning about how resilience works for you because, again, it works differently for all of us.

So, what I need today to be resilient, even if I had exactly the same situation as you, will be different to what you need today to do that. So, it’s first about we learn what we need but it’s, secondly, about learning tools, strategies, techniques that we can use at different points in time when we need them. So, the goal really should be learning about your own resilience and learning tools and strategies and keeping them in your back pocket for when you need them to cope with different challenges.

Pete Mockaitis
All right. Well, let’s cover those tools, strategies, and techniques both in the moment as well as preparatory, like you mentioned sleep and nutrition. Like, if I wanted to be maximally equipped to take on a big old challenge, what are some of the things I should do in advance? Like, I’m thinking of a training montage or key practices and habits. So, it’s like, when that thing comes up, “Oh, what do you know? I have built a deep reserve and capability to not be just sort of wiped out by that.” What are some of those key levers there?

Gemma Roberts
Of course, there are things like sleep and nutrition, for example, which I know I’ve already mentioned. But I’ve got two young children, so telling me that I need more sleep to be resilient, I know that. I cognitively am aware of that. Equally, I may not be able to prescribe that for myself every day because it’s not always in my control.

So, it’s having a bank of things to think about. So, sleep, nutrition, exercise, they’re good for any kind of health we’re talking about, whether it’s physical, whether it’s psychological, for sure. When it comes to building resilience and the actual act of dealing with challenges or overcoming challenges, it’s really important that you have taken some time to think about the challenges that you have faced in the past, so this is a little bit of building self-awareness and also some reflection as well.

So, either at the time where that challenge is happening, or you can even think back to where challenges have happened before, think about how you dealt with it, what was helpful for you, what wasn’t helpful for you. Ask yourself questions, like, “Would I do the same thing again? Would I change anything? Like, if I was in exactly the same situation again, what would I do differently?” And that’s not about regret. It’s not about regretting, necessarily, how you handled that situation. It’s about saying, “What did I learn from that? And what would I take with me? And what would I leave behind when it comes to facing challenges again?”

So, this reflection is really important. And, again, like I said earlier about resilience, that reflection is never done. We have to keep doing this. But when it comes to our minds and how they work and mindset, we have to keep doing the work. But there’s also some really handy tools that you could use, some coaching techniques. Things like gratitude, for example, has been shown to help to boost resilience.

Because if you imagine that whether facing a huge challenge or lots of little challenges, sometimes that becomes overwhelming, and sometimes it takes our thinking and we can’t rethink outside of that. But even doing something really simple, like reflecting, either talking about, writing down something or three things that you’re grateful for that day can help you to shift that mindset. So, it shifts you just for a moment away from looking at what’s not going so well, towards actually something that could be going well in your life.

And these could be super simple things. It could be a phone conversation with someone you care about, or great coffee on the way to work, or a walk out in nature, or watching some TV program that you want to watch. They don’t have to be huge. Or, bedtime story with your children. So, there’s techniques like that that can help. And, also, another thing that I always recommend people focus on if you want to think about, “How do I equip myself to face future challenges?” there is a really underrated part of resilience which we rarely hear about that comes out of research and it’s part of my research as well and it’s in other published research, and that’s support, so people around you.

And I think, today more than ever, after going through a period of time where lots of us haven’t been out be around people we care about, necessarily, kind of face to face, and there has been some distance at times, I think we’re craving that even more so than ever. And, actually, in my book, some of the coaching strategies that I go through, I talk about support.

So, a really simple one, for example, is thinking about creating your own board of supporters. So, this means, imagine you’re running a company and you’ve got a board of directors that advise you on different parts of that business, they’ve got different areas of expertise. In the resilience world, we want a board of supporters, so you want to imagine your own table and you’ve got so many seats, whether that’s five seats, 10 seats, you can choose. I tend to work with ten. And you want people on that table that you trust and they support you in different ways.

So, for example, you might have someone who has expertise in something that you’re doing in life, whether that be starting a business or the industry you’re in, and they can advise on that. You might want people on there who are great at listening. So, they don’t necessarily offer advice but they listen to what you’re saying and they make you feel heard and validated. You might have people on there who are really good fun and they’re the people you go to when you kind of what to forget the challenge a little bit sometimes, and just go and concentrate on something else. And you’ve got people on there that care about you, that will offer some kind of support, and it’s very different for all of us.

But ultimately, when it comes to building our resilience, and getting us in a position where we feel like we could deal with challenges that come our way, to give yourself a better chance of being able to do that, having this group of people, whether it’s explicit and they know who they are, when you have that special, or whether it’s not, and you just know who they are…

Pete Mockaitis
You get to have quarterly meetings.

Gemma Roberts
Yeah, you could have quarterly meetings if you want to. I’m sure if you offered up a nice…some beverages and snacks, I’m sure people will come along, but it’s kind of just knowing as well yourself that you’ve got that support, and also identify in us. Because how often do we sit down and think, “I’m so grateful for that person, the advice they give or the support they give”? And on the flipside, think about who you are a support for as well because that also helps to build resilience when we are supporting someone else through their challenges.

Pete Mockaitis
And it gets me thinking about, you know, dig the well before you’re thirsty, like the basis sort of networking relationship principles. Like, you would be more capable of tackling big things if your board of supporters, if those relationships were in a good spot, as opposed to, “Oh, the last time I talked with this guy was three years ago when I was struggling with another business issue, and I’ve been doing a lot of taking and not a lot of giving.”

And so, that’s just sort of what’s leaping to my mind here, is to just go ahead and proactively, just as we would do some sleep…ideally, sleeping well, eating well, exercising well to build up a physical wealth to be ready to handle stuff, so, too, we would like to build up a relational wealth to be able to deal with stuff so that you do feel fully comfortable reaching out, as opposed to, “Oh, maybe I should…maybe that’s not appropriate, maybe I’ve been all take, take, take with this person over the last couple of years, and I don’t feel as good about reaching out now.”

Plus, I think there’s some research about loneliness stuff. It’s like when you most need to reach out to somebody, often it’s when you least feel like it, so you got those things to contend with. So, anyway, it’s what’s leaping to mind for me here, Gemma.

Gemma Roberts
And I think it’s quite like maybe we do need an audit. Maybe sometimes we do need to sit down and think, “Actually, have I checked in with that person lately, sent a message, or had a quick chat?” I think we’re all guilty of that sometimes, of some those things slip a little bit, or it’s very difficult to keep on to of it, but it is important. It’s important to check in and to make sure that we’re keeping that board of supporters there that’s going to help us, those are genuinely, because, again, I talk about this in the book as well, because connection is really important for us.

It’s really, really important that when we hit a challenge or when we go through a period of adversity in our life that we are connected to someone or people or a community that we feel like they’re going to help us. It’s very important for us to be connected to help other people as well because, again, there’s research that shows that if we’re supporting others, we generally feel better about it in our lives and we often feel better about the challenges that we’re facing as well.

Pete Mockaitis
All right. And so, when it comes to gratitude, there is a number of different approaches to a gratitude practice, and I’m thinking of Shawn Achor and Dr. Andrew Huberman here in terms of different flavors and approaches. Could you maybe list a few of them or identify your favorite in terms of, “Ooh, this has a great research base or a tremendous ROI in terms of a resilience per minute required of us”?

Gemma Roberts
The truth of it is we don’t entirely know exactly like the best full map for gratitude. So, Andrew Huberman, for example, in his podcast, has talked about gratitude from a neuroscience perspective, the most effective way to practice gratitude is actually not to think about the things you’re grateful for but think about stories where someone has thanked you for something, or think about stories where they thanked someone else. From a neuroscience perspective, that has shown the most promising results.

From a psychology perspective, there is research that shows that, actually, just everyday gratitude, so you actually being thankful to other people, can also provide great results for you as well. So, my advice for this is find what works for you and do it in a way that works for you. What we know across various studies, whether that be the new science world or in the psychology world, is that consistency is key. Like, that’s quite important, the consistency part. So, it could be that you do this every day or every evening at dinner, or every night before bed, or every morning, for a period of time.

I’m not saying you have to do this the rest of your life necessarily, although it’s quite a nice habit to get into, but it’s doing it for a good chunk of time. So, give yourself a month, for example, to do this. What’s really important is that you are very focused on the process of practicing gratitude when you’re doing it. So, you’re not thinking about something else at the same time and it has to be genuine as well.

Like, our brains know if we’re not being genuine. We can’t trick ourselves. You can’t just think, “Oh, I’m going to make a note of it. I’m just going to have a nice cup of coffee today, I’m not going to be bothered but, yeah, I’ll just jot that down.” It’s not going to work. You’ve got to be in the process and you’ve got to be really thinking about that interaction with someone or the thing that was really important to you.

So, the way that I tend to do it is I’ll pick a time of day, so whether it’s first thing in the morning, kind of set myself up for the day, or just before I go to bed, I’ll think about it. I’m actually starting to try and do this a bit with my children as well even though they’re quite small but they don’t really know what gratitude is yet, so they’re two and four. So, we’re just focusing on one fun thing that happened today, or one thing that was good today, that you mean somebody, ours is a very random, especially from the two-year-old.

But the point is we’re starting to focus on…because they do a lot of talking about some of the things that haven’t gone so well, like scrapes and cups and bangs and sisters fighting, and who did what. Actually, I’m trying to shift that focus a little bit to focus on, “Okay, yes, we have to…” And the other thing with gratitude is it’s not saying the challenges aren’t happening and it’s not ignoring them or not acknowledging them. It’s saying, “Yes, those things are happening but this stuff is also happening as well.” So, it’s kind of providing a bit more of a balanced view, even just for a moment. That’s often all it takes.

So, the truth is there is no one way of doing this. My advice is, and my advice, actually, most of the coaching strategies that I talk about in the book, is that test it, see what works for you, see how it works for you. Does it work jotting this down? Does it work doing this on a Friday as you’re wrapping up for the week? Does it work doing it on a Monday morning? Does it work doing every morning for you? Does it work at certain points in time? So, when you might start to feel that stress in your chest or you know sometimes that anxious feeling that you might get. Is that the time where it works for you?

It’s testing this stuff and, again, reflecting on “Has that been helpful? Has it changed my thinking process? Has it changed how I interact with the world or others in a more positive way?” and tweaking it where you need to, and kind of keep reflecting on that, making that reflection part of your kind of at least weekly life, I’d say.

Pete Mockaitis
Yeah, that’s fun. And I guess, as I’ve been doing so, that reflection, one little nuance I’ve discovered is that when I re-read the list of gratitude bits, it’s a lot more powerful on the reflection if those pieces are somewhat unique. Like, in the same day, for example, I might feel gratitude that my wife made a sandwich, like, “Oh, good. I was hungry and here’s a sandwich. That’s great. Thank you.” So, I do have gratitude there.

But if I write that down, and then later I read it, I don’t as much feel a resurrection of the gratitude vibes, like, “Oh, yes,” because it’s not that novel. It’s like, “Yes, I was hungry and then I ate. It happened. It’s happened thousands of times over my lifetime,” versus, on the same day, maybe I did a puzzle with my kids. They’re three and four, so also young. And then Mary immediately says, “Dance party.” She just wants to celebrate having finished the last piece of the puzzle, and just immediately says, “Dance party,” and start doing her thing.

So, I’m very grateful that that occurred, that I had that moment and that memory. And I guess that’s sort of my distinction, I guess, in terms of I’m grateful for this thing and it’s like it “qualifies” as a memory. And in subsequent reflection, I go, “Oh, yeah, that thing was really lovely. And, oh, yeah, that thing was really lovely.” And it gives me more of a jolt than if it’s just a very ordinary, like, “Had a great coffee. Had another great coffee.” So, that’s my experience. I don’t know if there’s research on it or maybe that’s your whole point, reflect on what works for you.

Gemma Roberts
Hundred percent, that’s the point, I reflect. And the novelty part, so I talk a little bit in the book about novelty as well. That’s how our brains remember things, and, also, we really seek novelty. That’s interesting for us, that keeps life ingesting. It keeps us learning. We learn these things through novelty. So, we’re kind of hardwired for curiosity and novelty, so we want to embrace that as much as possible. So, I think most people will find that if there’s something to be grateful for that is kind of out of the ordinary, that’s the stuff we’re going to remember, that’s the stuff that’s going to make a big impact.

However, we’re not going to have that every day potentially. And it’s also really important sometimes, again, talking about mindset perspective, because perspective is a huge part of resilience, sometimes we kind of need to remind ourselves about those little things as well. And even though making a sandwich, for example, or my husband making me a nice cup…he’s like the chief coffee-maker in our house. And sometimes I have to really think, because sometimes I’m like, “Oh, thanks. That’s really lovely.” And I do appreciate it. Sometimes I have to really sit down and think, “Actually, that’s really kind that he does that all the time, like way more than I do. And, actually, maybe I should be a bit kinder in one way or another.”

But sometimes we can miss those kind of everyday normal things to be thankful for. So, I definitely think there’s a place or room in our lives to reflect on some of those things as well. But I know that’s hard because it feels so normal, it feels so every day, that sometimes we don’t appreciate some of those things until they’re not there anymore.

Pete Mockaitis
Exactly. And that’s where I was going to go, is when you reflect upon the absence, or, “Hey, there was a time in my life when this did not exist. Remember that? See how this is so much better? Huh? Yeah, that is cool having a chief coffee-maker right there.” Well, your book is called Mindset Matters: Developing Mental Agility and Resilience to Thrive in Uncertainty. We talked about resilience. What’s mental agility and how do we get more of it?

Gemma Roberts
So, mental agility has a lot do with kind of being flexible in how we look at the world and how we process information. And, I guess at the heart of it, it’s not being wedded to one way of doing things or one way of thinking. So, there’s a lot in there about, I talk a little bit about curiosity. So, being curious, nurturing curiosity, remaining curious even when things are really challenging, and there are some things you can do around that. Like, pretty simple things.

For example, let’s say that you commute every day and you get to board a train into the city and you walk the same way every day to work, pick up your coffee from the nice coffee shop you always go to, or pick up breakfast from the place that you love. That’s amazing but sometimes you can force yourself to go a different route and stumble across a completely different street or another little coffee shop that you haven’t seen before. Especially, I used to do a lot of work in London, for example, less so kind of commuting since the pandemic. But, especially in the city, there are little tiny windy streets, you could get to the same place in a completely different way at different times.

Or, it could be things like going to an art gallery. Like, I’m not really into art galleries, if I’m honest. I’m not really into museums, particularly, unless it’s about a topic that I love. But sometimes it’s about kind of forcing ourselves to go and experience these things just because you might learn something, you might pick up something over here, an idea that later on down the line connects to something completely different to what you’re doing. So, that’s part of mental agility, this idea of being curious, but also being able to challenge your perspective and also broaden your perspective.

So, I guess, when I first started out as a psychologist, when I was doing my undergraduate degree, I thought I was going to university to learn how people think and be able to help people think in the best way for them. And I thought I was going to go and do my undergraduate degree and find out the best way to think about challenges, or the best way to think to create success, and I had a complete shock when I found out that doesn’t exist.

And, actually, I remember the feeling. I remember coming away from a lecture one day, and thinking, “I feel like my world is like crashing down here,” because everything I thought, there was a right way. I thought there was a right way of thinking, I thought there was a right way of doing things, and I’ve just been told that, actually, there are a whole bunch of completely opposing theories, ideas, ways of doing things that can all work for certain people at certain points in time, potentially, and there’s no answer.

And I remember my perspective of the world being a little bit shattered. It sounds very dramatic but it did take me a while to kind of get my head around what being a psychologist was going to mean. But that’s the key point, is that I come to a situation with a perspective, I’ve got one perspective; there are hundreds of other ways to see that situation. So, mental agility, part of that, is training ourselves, firstly, to acknowledge that you got one perspective and there are loads of other perspectives out there. And, secondly, to seek out those other perspectives. Like, you, ideally, want to.

And it’s not that diagnosing other people, or how they look at the world, or being able to put them in a box and you’re in a different box. It’s not that. But it’s about thinking how else could you look at this situation, how else could you look at this problem or this challenge, how do other people look. Ask them. Find out those questions. It’s things like consuming your news from different sources, not just one source. Or, if you’re a fiction reader, generally, read a nonfiction book, or vice versa.

And also, particularly in those heated situations with someone where you’re coming in strong with a perspective. Where you can is taking that time to take a step back and remember that you’re not necessarily right. You might be. Or there could be lots of rights. There could be ten different right ways to look at this. So, that’s part of mental agility is, first, being able to kind of move between ideas quickly, so you’re broadening that perspective, so you’re keeping that curious mindset, but also being able to see other perspectives as well, and training yourself to do that.

Pete Mockaitis
And so then, that sounds handy, both in terms of problem-solving in the context of, “Hey, here’s a big tricky thing. Oh, because I have multiple perspectives, I have a greater chance of being able to crack it,” as well as, I’m imagining just like emotionally realizing that when you’re in a moment of, “This sucks. I hate this. I’m suffering. I want to stop immediately,” if you’ve got some great mental agility, you can say, “Well, actually, this might sort of be helpful in some ways, like, A, B, C. I’d still rather not deal with it but it’s not totally worthless.”

Gemma Roberts
Yup, hundred percent. It changes the way you look at challenges and the situations. And, honestly, let’s be honest, some of the big challenges we have to deal with in life, we would never want to face those, we would never wish them upon people, and we’ve got to be a little bit careful in the resilience world in that, I don’t want to be like, “Oh, it’s amazing. The more challenges, the better for all of us,” because obviously, challenges can bring pain, and they can bring discomfort, and they can bring upset, and you can feel unsettled or overwhelmed or anxious.

And that exists. We can’t deny that. But we can’t change that, so the only thing that we can do is find ways to look after ourselves and to deal with those situations in the best way that we can. And, by the way, it is completely acceptable to fall apart when things are not going well. It is completely acceptable to feel overwhelmed, anxious, stressed, depressed, all the things. That is okay. It’s not necessarily about denying that or changing that straight away. It’s about moving things in the direction that works for you over time. You don’t have to do that straight away.

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

Gemma Roberts
I understand the concept of resilience is complicated. I do understand. Like, there’s a reason I’m doing doctoral research in the area because there’s still a lot of stuff that we’re still learning as well as psychologists. But my biggest hit, if you’re thinking about yourself and how you cope with challenges and uncertainty is, firstly, get to know yourself, get to know what’s happening to you, reflect on that, build your self-awareness.

Again, it’s never done. I still have to do that always. I still sometimes have to sit back and think, “Why did I react like that? That was completely like not appropriate response considering the challenge.” Like, in my head, it does not really matter but that’s how I feel about it. So, get to know yourself. And, also, just keep testing. Just keep testing what works for you. All we can do is try. And my intention is always to get better at this stuff, to grow, to develop, to learn. And I think that’s all we can have in these situations.

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

Gemma Roberts
So, one of my favorite quotes is “You can’t stop the waves from crashing but you can learn to surf.” And lots of people have used this, and so it can’t be attributed to one person but, basically, that’s what resilience is. We can’t stop the waves. We don’t know how big they’re going to be, but we can learn to use it in one way or another. You may not want to be surfing. You might rather be out in the water. I don’t really want to be surfing. I’m not a natural but, equally, I know that I can learn to do that if I need to.

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

Gemma Roberts
Well, this might be a bit of a strange answer, I guess, but probably my research. Essentially, my piece of research is looking at the factors that impact resilience for leaders. So, how much of it is down to the individual? How much of it is down to the environment? How much of it is down to the teams they work with?

it’s been a real kind of privilege to delve deep into that, to understand a bit more about how resilience changes for each of us at each moment in time, and why, and what we can do about that.

Pete Mockaitis
All right. And a favorite book?

Gemma Roberts
A favorite book, well, my most gifted book, it must be one of my favorites is The Chimp Paradox by Professor Steve Peters. So, the whole point of the book is that it focuses on how our minds work, how we talk to ourselves in our minds. And it uses kind of quite a comical tone in some places. It talks about some complex psychology. So, it’s easy-ish, I’d say it’s quite easy to understand. It’s quite accessible but also quite amusing as well.

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

Gemma Roberts
I’m not sure I am awesome at my job. Certainly not every day, that’s for sure. My favorite tool is probably getting help where I need it, and that’s taken quite a long time to get in place. So, I have various people that support different parts of my business and different parts of my work because I’m not an expert in everything.

And I think, over time, I’ve got to know the bits that I’m good at – so explaining complicated things, turning into tools that are very accessible, like research, making it practical. But I’m not so great at marketing, or, I don’t know, I’m trying to think of something else I’m not great at, managing my diary, it’s like that, so I’ve got people around me. Over time, I’ve built that out. I guess it’s a little bit like my board of supporters but it’s in a work context, but it’s getting the support where I need it.

And, also, sometimes I find that quite overwhelming because I think to myself, “I’ve got to do this new thing,” or, “I need to outsource something,” and I just don’t know where to start. And I’ve slowly started to get into the process of thinking actually, I always find that support when the time is right and when it’s the right person. Sometimes you’ve just got to wait for the right person to kind of show up to help with that. So, that’s got a little bit easy. I also find it very hard to let go of some of this stuff as well.

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

Gemma Roberts
the point that resilience changes over time and it’s different on different days, that’s the stuff that I hear time and time again, whether working with individuals or when working with groups of people. I think it’s quite comforting that there is no…the end goal is not to be resilient. I think that’s probably one of the key things that I talk about. It is giving yourself the tools to be able to deal with challenges that can help you to be resilient but it doesn’t make you resilient.

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

Gemma Roberts
Probably my website, so GemmaLeighRoberts.com because everything I kind of do is on this. Like, courses and books and all of that jazz is on the website.

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

Gemma Roberts
Yes, I do. So, challenge yourself, at least this week, and try and build this into every week if you can. Take 20 minutes at the end of each week to just do a little bit of reflection. I know I keep talking about it, but this honestly helps you to get better and better. So, think about that continuous improvement over time. If you can get 1%, even half a percent better at what you do each week over time, you’re going to see big results.

So, there’s three things that I would focus on. First of all, you review how that week has gone for you. So, you literally, “What’s gone well? What hasn’t gone well?” That’s it. And then you think about refine, “Okay, so how can I refine some of that stuff that didn’t go so well? What could I do a little tiny bit better, just a tiny bit better?” And the third step is repeat. You just keep doing this over time. It comes back to that reflection so you’re very conscious of what’s going on, you’re very aware. Tiny, tiny, tiny tweaks to make things slightly better, and just keep repeating. That’s the consistency.

Pete Mockaitis
All right. Gemma, thank you. This has been a treat. I wish you much luck and mental agility and resilience.

Gemma Roberts
Thanks very much.