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652: The Nine Mindset Shifts for Your Best Preparation and Performance with Brian Levenson

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Brian Levenson says: "We all need to stay curious so that we earn the right to be convicted."

Brian Levenson shares the key mental shifts that elite athletes use to prepare and perform at the highest levels–and work for professionals too!

You’ll Learn:

  1. How to get into the elite performer mindsets
  2. When it pays to be arrogant
  3. The visualization hack used by elite athletes

 

About Brian

Brian Levenson is the founder of Strong Skills, which provides executive coaching and mental performance coaching, speaking and consulting to elite organizations, performers and leaders. He has been fortunate to work with CEO’s, professional athletes and with teams in the NBA, NHL, and MLS, Division 1 athletic departments, the Federal Reserve, the Department of Homeland Security, Hilton, Disney, Young Presidents Organization (YPO) and many other organizations. 

Brian has a weekly podcast, Intentional Performers, where he interviews a diverse group of elite high performers. Brian has a weekly newsletter called Brian’s Message of the Week, which shares articles, videos, podcasts, and information to subscribers. Brian also created an assessment tool called the Self Belief Inventory which is used by elite athletes, executives, and organizations. His book, Shift Your Mind, was released in October of 2020.

Brian currently lives in Bethesda, Maryland, with his wife and two kids.

 

Resources mentioned in the show:

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Brian Levenson Interview Transcript

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

Brian Levenson
Thanks for having me, Pete. Excited to chat with you today.

Pete Mockaitis
Well, I’m excited too, and so, we’re going to be talking about your book Shift Your Mind: 9 Mental Shifts to Thrive in Preparation and Performance. And so, I think you’ve got such a great idea that you’ve captured here. Maybe, why don’t we kick it off by hearing a little bit about the behind-the-scenes research in terms of is there a particularly surprising or fascinating discovery you made while researching this stuff?

Brian Levenson
For sure. So, I work as a mental performance coach and an executive coach but most of my career, before what I’m doing today, has been with athletes and working with athletes so I really cut my teeth in coaching people with mental performance for athletes. And as I started to work with these athletes, some are golfers, some are basketball players, baseball, you name it, I would notice that their mindset for preparation was very different than their mindset for performance. And there were many times where they were bringing their mindset for preparation into their mindset for performance.

So, we just started putting a line down a piece of paper and saying, “Hey, what do you need in preparation and what do you need in performance?” What we started to realize was that they were very different mindsets and often they were actually opposites. So, the preparation mind and performance mind, they weren’t just different. They were often like very, very polar and sort of had polarity in them.

And then as I started to study more and more elite performers and I’d watched documentaries and I’d study the great performers in music or in comedy or in sports, I would notice this trend that many of them, not even consciously, but they would actually set their mind for preparation and set their mind for performance. And then I did a deep, deep dive and took about four years to write the book formally but spent much more time thinking about this framework and using it with my clients as well. So, that’s sort of the background of the book.

Pete Mockaitis
All right. So, that’s a cool big idea there. So, the preparation mindset is different than the performance mindset, and we’ve got some nine particular distinctions we’re going to dig into shortly. But when you said you noticed some of your clients, they were in performance but some of the preparation stuff was getting in there, is that a bad thing? How do we think about that? Is it fine or do we want there to be a really crisp line between them? And what difference does that make?

Brian Levenson
I think what I started to notice, even with the pro athletes that I worked with, that many of them would bring their preparation mind into their performance and it would get in the way. So, for example, perfectionism. It would really help them to drill down on what they needed to do, how they needed to do it, as they were training their body, or they were training their technique, or they’re training their mind, yet when they got between the lines and they needed to execute and compete, they actually needed to be adaptable.

So, we’ve seen performers and, for your audience, I’m sure a lot of them have been in meetings or have been in sales calls, and what they need to do to prepare for that meeting, it might be perfectionistic, but when they get into that meeting, it might be completely different than how they imagined or how they planned, and they have to be adaptable. And if they try to perfect it, it will really get in the way of their performance.

And if we just go from a macro level and zoom out a little bit, we’re recording this in the middle of a pandemic, like there’s no perfecting a pandemic. Some people might try to perfect it but you have to be agile, you have to be adaptable. So, really, the ethos and the thesis behind the book is that what we think dictates when and how far we’re going to go and what we’re capable of when it’s time to deliver. And a lot of times we just tell people to be humble or be selfless and we don’t really think about the when.

And so, I saw with my clients in sports, and then, as I said, I do a lot of executive coaching now, my clients in business, whether they’re directors or VPs or at the C-suite level, they often need to shift their mind in preparation and performance.

Pete Mockaitis
Okay. So, you’re saying, “Hey, be humble, be selfless,” you’re saying, “Well, no, there’s a time you want to be humble and there’s a time where you just want to be the opposite of humble, and there’s a time when you want to be selfless and then there’s a time just want to be just the opposite of selfless, and match it up right,” is what you’re saying.

Brian Levenson
Pete, have you ever taken the Myers-Briggs or any those personality assessments?

Pete Mockaitis
Oh, yeah.

Brian Levenson
Like, on one hand, I love them and on the other hand, I hate them. And it’s a love-hate relationship because I love data and learning more about myself, and that part I love, but I hate being put into this box, and I read it and I’m like, “Well, sometimes I’m like that and sometimes I’m not.” Like, let’s take introversion and extroversion, for example. I’m like, “Well, sometimes I’m very extroverted and sometimes I’m very introverted.”

Now, I don’t go into introvert and extrovert in the book, but I just really believe in the power of polarity, and I think when is so important when you’re talking about performance, and how you’re going to prepare, and when you need to bring out a part of you that might be more humble, and when do you need to bring out a part of you that might be more arrogant. And I think that when really dictates how far we’re going to go.

Pete Mockaitis
As you speak, I’m thinking about times I’ve been particularly humble and particularly arrogant, and I hope I matched it up appropriately.

Brian Levenson
Yeah, because if you don’t, it’s a disaster, right? It’s a disaster. If you’re arrogant at the wrong time, first of all, you seem like a jerk, and then, second of all, like that’s probably a time when you needed to learn and grow and develop, and I think about young people, for example. I know a lot of your listeners might be in their 30s, I’m in my 30s. I felt throughout my career that I’m often the youngest person in the room.

This morning I was on a board call for a nonprofit, and I was like the youngest person in the room. And I think sometimes when we’re the youngest person in the room, we feel like we have to overshare, add value, like bring something bigger to the room to compensate, perhaps, for our inexperience, or, perhaps we feel like an impostor. And I found actually it’s the exact opposite, like we need to be aware of what room we’re in, how we can add value to that room, while also understanding there’s a time to learn and grow and develop, and then there’s another time to share with conviction. And figuring out when you do those is essential.

Look, I have a podcast. My job as a podcast host is to ask questions and be very curious and learn, learn, learn. And then when I put on this hat, and you’re asking me questions, I need to share and I need to be willing to share everything that I’ve learned.

Pete Mockaitis
And you nailed that, and I’ve noticed that when I’ve been a guest on other podcasts. I just sort of didn’t make the same shift, it’s like, hey, I’m comfy, I’m behind the mic, and so I’m just sort of curious, like, “I don’t know. Well, you know, I think I would say…” And it’s like that’s not what people want when you’re the guest, like, “No, I’d actually like for you to be confident and have the answers that you’ve thought through and establish your best thinking on as opposed to just kind of, ‘Huh, I’m just thinking out loud.’” I mean, some shows you might want to do that but I noticed that was a pause I had, is that, “Oh, I would say…” it’s like, “No, Pete, you’ve actually thought about this for many hours and you’re not just making it up on the spot, and you don’t want to convey that as a guest.” So, hey, I guess humble and arrogant right there.

Brian Levenson
Yeah, Pete, let’s use curiosity because I know you are a very curious person. You’ve done hundreds of these episodes, a lot of episodes. You don’t get to, where are you at, like 800, how many episodes have you done?

Pete Mockaitis
Oh, 650-ish.

Brian Levenson
Six hundred fifty, right? Like, you don’t record that many episodes without curiosity. You’re trying to learn, you’re trying to grow, you’re trying to develop, and there’s a time to have conviction in them, there’s a time to share your ideas and whatever you’ve learned along your way. Actually, I think about humble and arrogant because we’re often told just to be humble, and we’ve all been around that guy or gal who was just trying to be modest, and they’re saying, “Oh, I’m just humble,” and we’re saying, “You’re actually really not but you say you are.”

And, actually, what we need right now from our leader is not someone who is going to be humble. Right now, we need you to give us direction. Right now, we need you to give us some answers and some solutions. There was actually an interesting study that was in the Harvard Business Review that talked about when being a humble leader backfires, and it can backfire. And I’m not saying I don’t want people to be humble. Trust me, I love humility as a value and as a trait, but I just don’t think you need it all the time. And so, understanding when we tap into these different sides of ourselves is really key.

Pete Mockaitis
Well, actually, I have not read that article. When does being a humble leader backfire?

Brian Levenson
When people are looking for answers.

Pete Mockaitis
And when answers are like, “Well, hey, you know what? We’re going to explore, we’ve going to engage, we’re going to listen, we’re going to do our research, we’re going to see where the science leads.” Like, “Give me the answers.”

Brian Levenson
For sure. There are times when team members are expecting leaders to be powerful and expecting them to say, “You know what, let’s go forth. Let’s do this. Let’s maybe be a little fearless.” And in those moments, if you’re being fearful, or you’re being humble, or you’re being too careful, or you’re being too cautious, or you’re asking too many questions in the room, there does come a time where leadership requires us to step into something and take a risk.

And if you’re just going to be humble and look for a meritocracy or look for everybody to have a say, you might actually not be leading. And so, I think there are absolutely times where leaders need to step away from humility and, trust me, there are plenty of times we need to step away from arrogance. I’ve worked for arrogant bosses before and that’s not a fun experience either.

So, the book is really about the power of and, the power of when, the power of polarity. And beyond the book, I use this just like a framework for how I operate with most of the world.

Pete Mockaitis
Okay. Well, so lay it on us. We talk about humble versus arrogant, so we got nine shifts or continua or polarities. Tell us, how should I be thinking about these in terms of like an axis, or a continuum, or a polarity, or a shift? And what are the nine specific shifts?

Brian Levenson
So, I think there are nine shifts and I don’t think they are the nine. And when we were thinking about the book cover and the title, I pushed back on the publisher, I was like, “I don’t want there to be the nine.” So, we settled on nine, I sort of met them halfway. And the reason for that is I don’t believe that these are nine shifts that everybody should use. They might have different jobs and different requirements, and these are the nine that were the most compelling, they were the most backed by research and backed by anecdotal evidence, and that I saw also with my clients.

So, we have humble and arrogant, we have work and play, we have analysis and instinct, perfectionistic and adaptable, experiment and trust in process, and comfortable and uncomfortable, future and present, fear and fearless, and selfish and selfless. But there are many other shifts that we cut out of the book. I’m just big on truth telling and these are the nine that we settled on that would be most impactful for the reader. But I hope that people finish reading the book and think, “Wow, there’s actually a different shift that I need to make that’s actually not listed in the book.” That, to me, would be a sign of success.

Pete Mockaitis
Yeah. And so, with those nine pairs, the first word is generally associated with the vibe we’re going for within preparation, like, “I want to be humble. I want to have some fear. I want to be perfectionistic, etc. while I’m prepping.” And so, that might be with, “I’m writing the speech,” “I’m rehearsing the speech,” “I am practicing basketball,” “I’m rehearsing the instrument,” “I’m thinking through the plan.” That’s what preparation feels like versus performances. It’s like, “All eyes are on you and it’s time to dazzle.” Is that a fair encapsulation there?

Brian Levenson
Yeah, there’s three distinctions that I would make just so we all have clarity and we’re all speaking the same language. So, for me, preparation is the action or process of making ourselves ready and competent. It involves learning, growing, developing, improving. It’s about being ready and, hopefully, working on our competence. Performance is much more about execution. It’s about the execution of actions that will be evaluated in some way, so I do think there is judgment, there is evaluation involved when we are performing. But, at the end of the day, a performance is about execution.

And then there’s a third distinction that I do think is important to point out which is practice. So, practice, to me, is actually a combination of both the preparation mind and the performance mind. Because a great practice will be an action of working at something repeatedly so that we become more proficient. So, the argument is the book is that you need to become proficient at both the preparation mind and the performance mind so you need to practice both of these.

You mentioned getting ready for a speech. Yes, we need to practice what it’s like to be in front of an audience whether that’s our family, or our dog, or our friends, like, let’s actually practice. Dogs are probably a little harder to be judged because they’re probably just going to bark at you and run out. But try to find ways to practice your performance so that you can feel what it’s like to be evaluated and to be judged.

And then there’s also that time where you’re away on your own, working on your material, really making sure you’re perfecting your craft, and you’re taking care of everything you need to take care of so that you’re learning, you’re growing, you’re developing. And so, we need both the execution and the learning and growing if we want to be effective.

Pete Mockaitis
Okay. Well, so then can we say a few more words about each of the nine shifts? Not the nine, but nine. And so, we talked about humble versus arrogant. In terms of humble, hey, we’re learning, we’re growing, we’re curious during preparation. And we’re arrogant, like, “Confidently, this is the point of view that I’ve settled on and that could be compelling.” So, lay it on us some of the others here.

Brian Levenson
Sure. And before we move on from arrogant, I know arrogant triggers people and it gets them up in a roar often. And there’s a reason we used arrogant instead of confident, and it’s because we believe that it takes confidence to be humble. If you’re truly humble, it actually is an act of confidence. It’s a belief in yourself that you can learn and you can grow. For us, arrogance is this exaggerated sense of your own abilities.

And I think anybody who’s done great things in this world has to exaggerate what they believe in, and a lot of times our society will say that they can’t do what they think that they can do. So, I think there does need to be arrogance. And I, also, would argue that our society prefers humility. It prefers the person that says, “No, I can’t do that,” or, “Let me take a step back.” And it’s often the people that are willing to dare greatly and to go for it, and say, “You know what, I think I can do this,” and it’s way safer to just stay humble. It’s way safer to stay humble than to go into this space to say, “No, I believe I can do it even if society is saying we can’t.”

So, I’d like to make sure that people understand how I think about arrogance because, once again, I think we’ve all seen arrogance run amuck and it can really backfire when it does.

Pete Mockaitis
That’s very well said in terms of when maybe naysayers, like I guess I’m thinking there’s a point early on in the podcast, it’s like, “Wow, this is a lot of work and I need help, yet I don’t have much revenue or budget. What can I do? Surely, there must be exceptionally talented English-speaking people in developing nations I can hire to help out with this.” And some say, “That’s a really bad idea, Pete.” Like, “Hey, maybe data entry is something they can handle.” First of all, I thought that was a little bit, I think, maybe conceited. I thought that was a little bit of an attitude.

And, secondly, I thought, “You know what, I’m looking at English newspapers in other countries that are excellent, have excellent writing so I think this can be done.” And so, in a way, I was arrogant in that I defied the conventional wisdom of the podcast Facebook groups and such, but it totally worked out. They’ve been amazing. I love you, guys. So, yeah, that’s a better spin on arrogant. I like that.

Brian Levenson
We talk about curiosity because I think we both really value curiosity. And I love curiosity for preparation and I need to be curious. And it sounds like, “Okay, I’m curious. What is possible out there?” And then there needs to be a time to be convicted. And that conviction is often greeted or birthed from your curiosity. So, I think the arrogance in performance, if done right, will be birthed from humility and preparation.

So, done right, a lot of these shifts will actually serve the other shifts because if you’re just arrogant all the time, you’re going to miss the opportunity, you probably are thinking, “I’ll just do it all myself. I don’t even need help. Like, I’m good.” But the humility to say, “Hey, I need help if I want to get this to where I want to get it to.” You needed that and it allows you to be convicted when it’s time to execute and pull the trigger on something.

Pete Mockaitis
Totally. And there’s humility in terms of, “Hey, you know what, I’ve tried it. So far, it hasn’t quite worked. Is this even possible?” I guess one way we all learn is by asking some opinions. Another way I’ll learn is to see, “Is it being done anywhere on this Earth?” Like, “Does that thing exist?” And so then, in that humility, this is why I like this idea, Brian, humility does lead to arrogance in terms of I had a period in which I was wide open to learning and exploring and seeing what was what, and being willing to be wrong. And then after having accumulated a lot of research, I’m like, “Well, holy crap, this is totally possible. I’m going for it even if people say I’m nuts.”

Brian Levenson
Like, we all have these things that are holding us back in some regard, and we’re very quick to share with others why they shouldn’t do something perhaps because we haven’t gone and done that thing as well. And so, I’m an idea guy, and I can tell you when you’re an idea guy and you share your ideas with others, the first thing they’re going to go to, most people, is why it won’t work. And I think it’s often their own stuff coming up as to why it won’t work. Sometimes it’s really good feedback and I know you care a lot about feedback, and, trust me, I do.

This will actually dovetail nicely into some of your shifts, which was your original question. Analysis and experimenting are two preparation mindsets that you’re even talking about. Like, “I ran the analysis. I tried to figure out, all right, what else is out there. I experimented. I tinkered.” And when you do the analysis, that’s when you can trust your gut. That’s when you can rely on instinct. I almost think of analysis as a mind experience. It is, “Hey, what am I thinking? How am I thinking it?” And then instinct is more of a body experience. And so, there is a time where we do need to go to the gut instead of the head.

And then I think experimenting is no different. We need to test. We need to try things. We need to try to discover. You said, “I need to see the possibilities. What’s out there? I need to experiment,” so that you can then trust your process and have an unquestioning belief and resolve in your process and the systems in which you set it up. And, for me, this is always a back-and-forth so we don’t always just stay in trust and process. We want to evolve, we want to get better, we want to experiment, we want to tinker, and keep improving.

And when the lights are on and you’re interviewing me, now is not the time for you to tinker with your process. Now is not the time to try to find a new way to do it. It’s about trusting that you’re ready, that you’re competent, and that you can do it. So, those are two other shifts that I’m hearing from you as I hear you talk.

Pete Mockaitis
Yeah, that’s well said. It’s not the time to experiment. I remember I used to do a fair bit of keynoting on college campuses, and I don’t do much of that anymore, but I remember there is a big conference for fraternity and sorority people. And so, the idea is that if you’re a speaker and you’re keynoting at that conference, you’d just be exposed to like tons of different schools and groups with budget, and so you might be able to book a dozen or two keynotes off of one speech as sort of a promotional thing.

And then I remember someone from the agency said, “You know, I didn’t think it needed to be said but I guess it does that this huge keynote that sells all the gigs for a year is not the time to be experimenting with new material. It’s the time to bring your greatest hits that you know are absolute gold so people will say, ‘Wow, that person was great. Let’s book him on our campus, or let’s book him at our fraternity/sorority convention.” there is a time and a place for the experimenting and then for delivering the goods.

And I think comedians is another great example there because, well, you started the comedians. I’ll let you take it. What’s the story there?

Brian Levenson
Yeah. So, I was actually, as you were telling the story, I was thinking of Chris Rock. And what Chris Rock does is he goes and experiments at a small little club in New Jersey and tests over and over and bombs, and just tries ridiculous stuff so that when he gets to the HBO Special, he can trust his process and let go. And so, I think comedians are great at working on their craft and constantly bombing and experimenting with new material. So, I would bring that back to your situation.

The other story that I share in the book is my own. So, when I was a senior in high school, I was running for vice president of the student body, and I looked over and there were all these people running. And even the advisor, when I turned in my application, she goes, “Why are you running?” I’m like, “What do you mean why am I running?” She said, “You’re never going to win,” which, of course, fueled me to try to do it. And she didn’t know I was the eighth-grade president of my middle school. She didn’t know I had the experience to be in this role.

However, the difference between me and eighth grade when I ran as president was, I wasn’t expected at all. I came in there, I went over my speech over and over and over again, I perfected it, I got feedback. I did all this work and then I delivered a killer speech. And in eighth grade, you do an eighth grade, then you do seventh grade, sixth grade, and I was like standing ovation-type stuff, which is like maybe it’s when I peaked in life was eighth grade, but it was a moment and still people remember my speech, which is crazy.

Pete Mockaitis
Oh, man, I want to hear it right here.

Brian Levenson
Brian “is the bomb” Levenson for president. I may be small but I have tall ideas. Like, I did amazing. And for that senior year, it’s four years later, or five years later, I didn’t prepare at all. And I got on that stage, and I looked over, and I was like, “Shoot, I don’t have this at all.” And so, I just winged it, completely experimented and it was awful. I was terrible and I had no shot.

And I think, similar to the comedian, or similar to anyone who has to give a speech, and we all have to do some form of speaking in our life whether it’s a wedding or a funeral or a board meeting or whatever it might, I really believe that when you prepare and you experiment and you play with all the stuff, that allows you to earn the right to then trust your process and let go of it.

So, Chris Rock is a really good example of somebody who constantly does that. Jerry Seinfeld has an experiment calendar where he marks an X every single day that he creates, and he really just believes that a lot of comedy or writing is constantly experimenting and creating. So, I think Seinfeld and Chris Rock are both good examples.

Pete Mockaitis
Yeah, there’s a lot of good stuff there in terms of like it is back and forth, so you had a victory. And this is, I don’t know if I made this up, but I’ve experienced it a couple of times and I’ve seen it with others what I call the second-time syndrome, which was you do something great the first time because you’re kind of worried. You’re not quite sure you got it so you put a lot of time and effort, you learn, you grow, you prep, you figure it out, and then you nail it. You’re like, “Okay, I’m awesome at this.”

And then the second time, you don’t do those preparation things because you think, “Well, hey, I was great the first time, so naturally I’m just going to be great the second time.” And the second time is actually way worse than the first time because you sort of overestimated what’s innate versus what’s the hard work and prep that needs to happen.

So, I have suffered from that myself a couple of times as well as others. And your student government example really resonates in that way. It’s that we do need to keep going back and forth here from preparation to performance, and then back to preparation, and then back to performance.

Brian Levenson
Yeah. And, by the way, I lost. I didn’t win.

Pete Mockaitis
Yeah, I just assumed.

Brian Levenson
It did not end well. My friend, Michael Burns, won. Good for you, Michael. But, look, I think this is fear and fearlessness. And we often say, “Oh, just be fearless. Just go for it. Just live fearlessly.” And I don’t really believe in that, and I think your story is a good example of that. If you don’t have a healthy dose of fear and you don’t have a concern or any apprehension for the potential consequences or losses, you’re not going to give it the attention that it deserves, so fear is actually really helpful in preparation.

And we all know that it can be crippling when we’re in performance, and that’s when we need to shift into fearlessness. So, for me, fearlessness is a boldness. It’s being brave or courageous and not really caring about, “If I lose…” And that is healthy in performance if we’ve done the work and been fearful in preparation.

Pete Mockaitis
Well, as we’ve been chatting through this, I think we’ve hit the majority of these shifts. We’ve talked about humble to arrogant, perfectionism to adaptable, analysis to instinct, experimenting and trust in the process, fear to fearlessness. How about selfish to selfless?

Brian Levenson
Yeah, selfish gets a bad rap. We tell people, “Stop being selfish.” And, for me, we have to take care of ourselves first if we want to pour into anyone else. Like, I work with a lot of executives who they’re never taking care of themselves. They’re always focused on their people.

I work with head coaches of sports teams, and they’re always focused on, “What are our players doing?” The executives are often thinking of, “What do my team need?” And they get burned out and they’re unhealthy, and then they can’t serve and be selfless. And so, for me, we really need to be selfish in preparation, which is a concern, primarily, with our own interests, benefits, and welfare. And if we do that, if we take care of ourselves, then we can serve other people.

But a lot of people, and I even think about, like, I know a lot of women who have left their career, and their whole lives is to serve their kids. And, look, I’ve got two small kids at home. Being a full-time mom, it’s tough. And I think anyone who questions that, during the pandemic, is now learning how hard that job is. It is really, really difficult.

And a lot of the women that I know, I often have these conversations with them about, “Hey, what are you doing for yourself?” because they’re living so much for their kids and they don’t always take care of themselves, and then it can backfire. So, we can see it in business, we can see it in our personal life, we need to take care of ourselves and then be outward-focused and think about how we can serve others.

Pete Mockaitis
Yeah. And I totally buy that in terms of when your needs are being met very well, you have a lot of energy, creativity, sort of loving generosity, better ability to listen and be present as opposed to be distracted by the fact that you’re hungry or exhausted or need to be doing all kinds of things you’re super behind on. Like, you’re totally better-equipped to be selfless and help others when you’ve invested there.

Brian Levenson
Pete, you even sent along this document that had all this great information about what makes this conversation great. And one of the elements of the document was, “Hey, make sure you’re good before we hit the record button.” So, I’ve got this, people aren’t going to be able to see, but I’ve got this big jug of water to make sure I’m hydrated, I went to the bathroom before, I got on here a few minutes early even though we had some tech issues. Like, I wanted to make sure that I was taking care of myself.

I’ve got two small kids at home. I told my wife, “Hey, I’m recording a podcast.” I locked the door to make sure they don’t barge in here and interrupt it. Like, there are things we have to take care of. And I’ll tell you, as a parent, I have had those experiences. My wife turned to me at one point when we had our second kid, and said, “Brian, are you okay?” And I was like, “Man, I’m tired.” And she’s like, “Yeah. When was the last time you did something for yourself?” Like, what an awesome wife, first of all. And, second of all, she was right, and I needed to start focusing on what I was doing to take care of me so that I can be there for them.

Pete Mockaitis
Yeah, it’s perfect. Well, so then theoretically that’s cool. We got nine or more shifts and a very different vibe when you are preparing versus when you’re performing. So, how does one just make that shift on command, like, “Oh, I’m now going to be selfish. Oh, now I’m going to be selfless. Oh, now I’m in analysis mode, and, oh, now I’m on instinct mode”? How do you pull that off?

Brian Levenson
Yeah, it’s hard. It takes work. I think everything worth doing, typically, takes work. And so, in the book, I’ve got a bunch of exercises. If you’re an exercise-type person, I have a workbook. I live in the how with my clients, like, “All right, how do we actually put these into place?” But I’ll just go to that selfish and selfless one. First, I had to be aware of it, I had to notice it. And then, from the notice and the awareness, I had to be intentional with what I was doing and how I was setting up my days and how I was showing up for myself. And so, I think it starts with awareness.

Then there are processes that you can integrate into your day. I even talk about winning the week instead of winning the day. I think a lot of people talk about winning the morning, and, “What are you doing every day to be successful?” I don’t know about you, but my days can change and I need to be adaptable. So, I often think about winning the week and what that looks like for myself, and where are these shifts playing for me throughout the week. But there’s a ton of exercises that you can get into.

Like, for me, self-talk is a big one. How am I talking to myself? Let’s talk about arrogance. Third person self-talk has been studied and researched, as in like literally saying, “Hey, Brian, you’re good, you’ve got this. You know how to handle this situation,” is a really good example for arrogance. Visualization is really good. We didn’t talk about future and present, but visualization is a how-to for future focus. Breathing and meditation is great for being in the present.

There are all these exercises that I talk about in the book that are how-to’s. Those are three. I’m happy to go into more of them but I think a lot of it, it takes work. So, one of the other shifts is work and play. Like, you need to put in the work and preparation if you want to earn the right to play and to play with joy. But, yeah, there’s a lot in there. I live in the how world for a long time and there are exercises that you can practice. But it always starts with, “Hey, what do I need to work on?”

So, if someone is listening to this, I would say pick three. Pick three of these shifts that you think are essential for you and then go to work on them and start bringing in tension to them, and then you can shift them and you can change them.

Pete Mockaitis
Well, maybe let’s hit visualization real quick. Well, I think, in many ways, just knowing, “Hey, there’s a difference between preparation and performance. This is more of the prep vibe, this is more of the performance vibe, and so I’m going to, now, deliberately choose to move away from analysis and adapt some instincts.” So, I think that’s huge just right there. Like, conscientiously deciding, “Hey, this is how I’m looking to be right now.” So, that’ll take you far right away.

Then, let’s talk about, so we got the visualization, the mindfulness, the self-talk, how do we do visualization well? I have a feeling, working with so many athletes, you might have some pro tips that we need. Lay it on us.

Brian Levenson
I’ll just share what I do. I warm them up by doing a lemon exercise to just show them the mind-body connection. So, we go through a whole experience where they have to visualize a lemon, and how it smells, what it tastes like, what it looks like, and we’re trying to activate the senses. So, great visualization often involves activating the senses because our mind doesn’t really know the difference between whether we’re imagining it and we’re visualizing it, or if we’re actually experiencing it. So, it’s one of the powers that does exist with visualization.

And, as you mentioned, athletes, Olympians, are really big on visualization because, for many of them, it’s very hard to simulate what it’s going to be like from an environment standpoint, let’s just use the Olympics as an example. They train four years for this event that lasts, for some of them, it can be one event, and that’s going to determine how successful they are so the have to put themselves in that situation as often as possible.

The Blue Angels, who fly fighter jets 350 to 700 miles an hour and are within feet of each other, doing flips and turns and all kinds of wild stuff, they use visualization because they know they have limited amount of time actually practicing in the plane because of expenses and because of a lot of other reasons, weather, etc. So, first of all, I just try to acknowledge and get them to understand the power of the mind-body connection.

Second, how I do it with my athletes that I work with is I’ll have them tell me an experience that was a great experience. Let’s use a basketball player as an example. So, they’ll explain to me the experience. What was it like before the game? What was it like in warmup? What were they feeling? Once again, we’re going to try to activate those senses.

And then we’ll go into the game and actually record an audio clip. And with the power of phones now, it’s really easy to record and send an audio, we’re even recording this, I can use my podcast equipment, but you don’t need that. You can do it on your phone. So, I’ll type it up for them, I’ll basically try to capture their emotions and their feelings and their senses, and then we’ll try to paint the picture of what a great performance looks like, and then we’ll record it. And mine typically run about five, seven minutes and they can listen to that before a performance, and they can close their eyes and see themselves performing, and use that future focus to visualize how they’re going to perform.

Pete Mockaitis
So, we get a real good description of a great performance memory, and then you’re trying to use the senses to make it all the more powerful and come alive there?

Brian Levenson
That’s correct.

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

Brian Levenson
It’s interesting because when I was thinking about this, I was really thinking about curiosity. And I do just value curiosity tremendously, so I love, “I have no secret talent. I’m only passionately curious” from Einstein. I just think that is, when in doubt, I try to go into my curious mind and it often serves me.

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

Brian Levenson
Yeah, I mentioned that humility study earlier, but I’ll give you something else around self-determination theory, which is what makes people motivated, what allows people to thrive, especially in organizations. And self-determination theory, typically, looks at people are most satisfied when they’re competent, when they have relatedness, and when they have autonomy.

So, competence, I think people have a good sense of what that means. It’s you know how to do your job, like you’re a competent podcaster. Okay, cool. Now, relatedness, “Are you building relationships? Are you part of something bigger than yourself?” I think all of us, as human beings, crave to be part of something bigger than ourselves. And then there’s autonomy, and just, “Do I have the freedom to go toward the things that I want to?” And so, that’s something that has been really helpful for my clients and helpful for myself as well.

Pete Mockaitis
And how about a favorite book?

Brian Levenson
So, for fiction, I always say I love The Five Dysfunctions of a Team. I just find it to be a great read and something that really stuck with me as far as what leads to successful teams and businesses, and I think your audience may be familiar with that book.

Then there’s a book called The Master Plan by a guy named Chris Wilson. That book is fascinating. It’s about a guy who was arrested for murder and committed the crime and was in jail, life sentence, and got out. A little spoiler alert. But it’s all about his journey. And I think it’s really valuable to hear his perspective and how he got to where he’s at. And I just couldn’t put it down.
Range by David Epstein, I think, is an awesome book. And then I go to like what is a biography-type book that I love, and I love Open by Andre Agassi. So, they’re different types of books, and I like them all for different reasons.

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

Brian Levenson
There’s an app called Pocket which I love. I send out a newsletter so whenever I read a great article or watch a great video or get a piece of content online that I really like, I throw it into Pocket and it saves the content for me. And there are sometimes where I’ll see a headline for an article and I’ll be really intrigued and curious, but I won’t be able to read it right away, so I’ll throw that into Pocket. So, I was actually telling a client about it today, so that’s a tool that I use often.

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

Brian Levenson
Twitter and LinkedIn are probably the places I play most, so it’s @BrianLevenson at both of those places. And then my website for my company is called StrongSkills.co. You can learn more about the book, my podcast, the newsletter, and the business that I’m involved with and that I founded. So, StrongSkills.co it’s dot co not dot com. I always joke that the dot com was too expensive and it wasn’t worth paying for so we went with that co.

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

Brian Levenson
When I think about that idea of curiosity and conviction, and I think we all need to stay curious so that we earn the right to be convicted. And I think about the world where we are right now, and we’re in this pandemic, it’s hard to be convicted. It feels like things change every day. And so, if we can continue to be curious, especially as it relates to what’s going on socially in our society today as well, like let’s just stay curious and then be convicted. And I find that that usually works out for me, and I find when I usually am convicted before my curiosity, that’s where I tend to regret some of the things that I say. So, I’ll just leave people with the power of curiosity so that they can step into their own convictions.

Pete Mockaitis
All right. Brian, thank you. This has been a treat. I wish you much luck in all of your preparations and performances.

Brian Levenson
Thanks for having me, Pete.

651: How to Defuse Verbal Conflict and Prevent Toxicity from Ruining Your Day with Sam Horn

By | Podcasts | One Comment

 

 

Sam Horn says: "No one can make us angry without our consent."

Sam Horn explains how to deal with difficult people more effectively by shifting the language we use.

You’ll Learn:

  1. Words to lose and words to use in a conflict
  2. The mindset shift that makes us feel like less like a victim
  3. Two strategies for dealing with workplace bullies 

About Sam

Sam Horn, is the CEO of the Intrigue Agency and the Tongue Fu! Training Institute. Her 3 TEDx talks and 9 books – including Tongue Fu!POP!Got Your Attention? and SOMEDAY is Not a Day in the Week – have been featured in NY Times, on NPR, and presented to hundreds of organizations worldwide including Intel, Cisco, Boeing, U.S. Navy, Nationwide, and Fidelity.

Resources mentioned in the show:

Sam Horn Interview Transcript

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

Sam Horn
You’re welcome, Pete. I’m looking forward to sharing some ideas with your listeners.

Pete Mockaitis
Oh, I’m excited to hear your wisdom. You’ve written a couple books which are helping resolve an issue that our listeners have been asking with regard to difficult bosses and coworkers, how to deal with them well. And you’ve got a wealth of expertise. Maybe you can start us off by telling any particularly noteworthy stories about a bad boss or bad collaborators that might make our jaws drop and captivate us? No pressure, Sam.

Sam Horn
Aha. Well, you know what, the origin story for Tongue Fu, actually does that, is that Dr. Ray Oshiro out of University of Hawaii had asked me to do a program on dealing with difficult people without becoming one ourselves. And in our first break, there was a gentleman, he didn’t even get up to get a cup of coffee, some fresh air. He just sat there gazing off into space.

And I was curious, I went over, I said, “What are you thinking?” And he said, “Sam, I’m a realtor.” He said, “I would deal with some really demanding people, and they seem to think they can treat me any way they want to. I’m tired of it.” He said, “I thought you were going to teach us some zingers to fire back at people and put them in their place.” I said, “That’s not what this is about.”

And he was the one who said, “I’m a student of martial arts.” He said, “I’ve studied karate, taekwondo, judo.” He said, “What you’re talking about is not about putting people in their place, right? It’s about putting ourselves in their place so we can respond with compassion instead of contempt.” And he said, “It’s kind of like a verbal form of kung fu, isn’t it?” Eureka! The perfect title, that’s what it is – Tongue Fu; martial arts for the mind and mouth.

Pete Mockaitis
All right. Well, that’s a great summary right there. Like, it’s not about zingers, it’s not about sticking it to them, but you put yourself in their place and are able to respond with compassion. Can you give us an example of how that could play out conversationally?

Sam Horn
Oh, boy, can I give you an example. Now, Pete, unless people are driving and listening to this, I hope they grab a paper, and I hope they put a vertical line right down the center, and put words to lose on the left and words to use on the right because we’re going to go right into what we face every day on the job.

So, on the left, put complain, because we hear complaints. Customers complain, coworkers complain, so put complain over on the left. Guess what we don’t do when people complain? Explain. Put explain on the left because explanations come across as excuses. If someone says, “Hey, the Zoom call was supposed to start at 9:00 o’clock,” “Oh, I know, it’s just some people are late.” Nope, explanations make people angry because they feel we’re not being accountable.

Over on the right, put A train. When people complain, don’t explain, take the A train. A for agree, “You’re right, the Zoom call was supposed to start at 9:00 o’clock.” Apologize, “And I’m sorry we’re running a few minutes late.” Act, “And I’ve got that information you requested. Let’s jump right into it. Rock and roll.” Do you see how the A train expedites complaints and explanations aggravate them?

Pete Mockaitis
I do. And, Sam, it is just a joy to hear the way you explain things, that your keynote background is just shining through, words to lose, words to use, the A train, and it’s memorable so I appreciate it. Keep it coming. So, agree, apologize, and act, and not to get too into the weeds here, but when something is late, you suggest the act there is just “And we’re going to just get started now.” Any alternatives coming to mind?

Sam Horn
Absolutely. Here’s another one. Say, people are arguing, right? Say, something has gone wrong, and people are finger pointing, blaming, shaming. Over on the left, put find fault, “Well, hey, it wasn’t my fault. So-and-so was in charge of it. Well, I never saw that memo.” Back and forth we go. Finding fault serves no good purpose. Over on the right, put find solutions.

And when people are arguing and it is this blaming, shaming, interrupt them and then say these magic words, “Hey, we could argue for the rest of the day, and that’s not, again, get this done. Instead, let’s figure how we’re going to prevent this from happening again. Or, instead, let’s put a system in place.” And you see how when we switch the attention to finding solutions instead of fault, now that conversation is serving a good purpose instead of a waste of everyone’s time.

Pete Mockaitis
All right. That’s good. Do we have some more?

Sam Horn
Do you want more?

Pete Mockaitis
I do. I do.

Sam Horn
Oh, do I have more.

Pete Mockaitis
Lose some words, words to use. Let’s hear them.

Sam Horn
All right. Now, over on the left, put negative accusation. Say, somebody says, “You women are so emotional.” If we deny a negative accusation, if we say, “We’re not emotional,” uh-oh, we just proved their point. If someone says, “You don’t care about your customers,” and we say, “We do, too, care about our customers.” Now, we’re proving their point, right? So, on the left, instead of denying an accusation, over on the right, redirect an accusation. I’ll give you two quick examples.

I was speaking at a conference, and a woman put her hand up in the Q&A, and she said, “Sam, why are women so catty to each other?” I decided to Don Draper that, Pete. Don Draper, in Mad Men, said, “If you don’t like what’s being said, change the conversation.” So, I said, “Ladies, let’s agree to never ask or answer that question again because every time we do, we perpetuate that stereotype. Instead, don’t repeat a negative accusation because it reinforces it. Instead, redirect it, say, ‘You know what I found, women are real champions of each other. In fact, I wouldn’t have this job if someone hadn’t stepped up and recommended me.’”

Or, here’s another thing you can do on the right, instead of repeating it, which reinforces it, say, “What do you mean?” or, “Why do you say that?” Because if someone says, “You don’t care about your customers,” and we say, “We do, too,” we’re in a debate. If you say, “Well, why do you say that?” they may say, “Well, I left three messages and no one’s called back.” “Oh.” “What do you mean?” or “Why do you say that?” gets to the root of the accusation, and we can solve that instead of reacting to the attack.

Pete Mockaitis
Yeah, that’s great. Okay. Well, so, hey, if you’ve got some more, I’ll take them.

Sam Horn
I do. Okay, let’s talk about when something goes wrong, shall we?

Pete Mockaitis
All right.

Sam Horn
Okay. Someone has made a mistake, someone has dropped the ball, right? Isn’t it true that that word should is right there on the tip of our tongue, “You should’ve been more careful,” “You should’ve brought that up in the staff meeting,” “You should’ve asked George; he’s handled that before,” and yet the word should comes across as a critique. People will resent us even if what we’re saying is right. So, over on the left, put mistake. The word should punishes the past. No one can undo the past. They will resent us even if what we’re saying is right.

Over on the right, we’re going to shape behavior instead of should it. And with these words, “Next time…” “From now on…” “In the future…” Because if we say “From now on, if you have questions, please bring them up in the staff meeting because other people are probably wondering the same thing.” “In the future, if that happens, if you could…” Do you see how we’re being a coach instead of a critic? We’re shaping behavior instead of shaming it, and people are learning from their mistakes instead of losing face over their mistakes.

Pete Mockaitis
Yeah, absolutely. Okay.

Sam Horn
Want more? Want more?

Pete Mockaitis
Well, that’s good. Well, so I guess I’m thinking about, so these are great best practices in terms of when you’re just engaging, you’re collaborating, you’re talking to folks, and you’ve got your communication flowing, so great choices in terms of words to lose and words to use. I’m thinking now, let’s say the listener finds themselves in the victim seat, or they are the ones being blamed, they are the ones people are finding fault with, they’re getting some criticism that might even seem undue bully-esque, just some meanies. How do you recommend we deal with the emotional stuff there and just sort of find our way forward effectively?

Sam Horn
Well, a lot of people find themselves in this situation these days, Pete, with COVID, there’s a lot of things happening. We have to enforce policies we don’t agree with, or we need to tell someone there’s nothing we can do, or we’re thinking, “Hey, it’s not my fault.” Guess what? Over on the left, put the words “There’s nothing…” or “It’s not my fault.” Because if something goes wrong, and people are blaming us and we’re saying, “Hey, not my fault. Nothing I can do. No way I can change it,” do you feel that people are concluding we don’t care?

So, over on the right, put “There’s something…” instead of “There’s nothing…” and I’m really going to give you one of my favorite examples of this. My Aunt Kaye is 80 years old and she still volunteers five days a week to go to our local hospital and to work from the 4:00 to 8:00 shift. So, I’ve said, “What has it been like these last few months with COVID?” And she said, “Sam, it’s so stressful because we have a policy with only one visitor per patient, and you can imagine these people, I’m the point of contact, they’re taking all their anger out on me.” And I said, “Well, what’s a specific example?” And she said, “Last week, a woman came rushing in. She held up her phone and she said, ‘My daughter just texted. She’s in ER. I need to see her.’”

And so, Aunt Kaye called the ER and the nurse said somebody’s already with the daughter. The mom could not get in to see her. So, the mother, understandably, goes ballistic and is taking all that anger out at Aunt Kaye. Now, she could’ve said, “Hey, I’m not the one who did the policy. Don’t blame me.” Instead, she said, “Let me see if there’s something…” instead of “There’s nothing…” “…that we can do.” She called and she asked the ER nurse, “Who is with the daughter?” It was the Uber driver who had brought her in from the accident. Well, they explained the situation to the Uber driver, thanked him, he left, the mom got in to see the daughter, and that is a shift in mentality.

You use that word victim, and if we’re being blamed for something that’s not our fault, the more we think, “Hey, this isn’t fair. Don’t blame me,” the angrier we get at them and we perpetuate that. Instead, if we say, “This won’t help. Let’s focus on what we can do. There’s something we can figure out,” it shifts the whole situation.

Pete Mockaitis
Yeah. And that’s a great point in terms of like even if it is you are absolutely the victim, no joke, an injustice has occurred, you are suffering unjustly due to the hostile aggression of another, like a full-blown victim-work situation in which someone has said something wildly inappropriate at you, it’s true that if you continue to reflect on the fact that you have suffered an injustice, it’s going to make you angrier.

And by shifting your attention elsewhere, you can make some things happen. And, I guess, of course, there’s traumas and there’s crimes and there’s gradations here that kind of require some different responses but, yeah, that’s a good thought in terms of I felt that as well. If I fixate on the fact that I am experiencing injustice, I just get really mad and it usually doesn’t propel me into a helpful place, in my own experience.

Sam Horn
You know, Pete, what you’re referring to is “Why should we? Why should we take responsibility to try and be the one to solve this, or to try and make this better?” And let’s use another real-life example. I was interviewing a principal recently who…and you can imagine, a principal these days, faculties are upset, students are upset, parents are upset, the school board is on them, right? It’s a really hard job these days.

And I asked her a situation where she was able, when someone was piling on her unfairly, how she had the presence of mind, in pressure like that, to be resourceful instead of resentful? And so, she has a situation where there is a young man with a spinal injury, and his grandmother is taking care of him, and yet they had a classroom on the third floor for third grade, and this young man, and she had to tell the grandmother that he could not come to school because the elevator wasn’t working and there wasn’t an escape plan for him.

She spent three months dealing with the fire department, trying to figure out how to hack this. The grandmother is calling her almost on a daily basis, saying, “I’m exhausted. I can’t take care of this young man 24 hours a day, 7 days a week.” Now, her heart is going out to this grandmother. Her heart is going out to this young man. She’s trying everything she can to resolve this and, finally, she had this epiphany. Do you know what she did, Pete?

Pete Mockaitis
Tell me.

Sam Horn
She moved the third-grade classroom on the third floor down to the bottom floor, and fixed the whole situation. Now, by the way, I’m not being a Pollyanna because I’m not saying, “Everything was perfect. Everything went well.” The teacher of that third-grade class said, “Now, I’m not going to be with my peers,” and that is true. It was not a perfect solution. And she asked the teacher, “Who do we serve? We serve the students, right?”

And it served the students to be able to have their third-grade classroom on the first floor so that this young man could attend, so that they also served the parent, and it was something that was, in the circumstances, the best decision. And, once again, it came from this mentality of “If I put my mind to it, if I keep being proactive instead of reactive, I will come up with a rising-tide solution, and it doesn’t just serve me. It’s going to serve the people I’m serving. And it may not be perfect, it’s better than what we’ve got.”

Pete Mockaitis
Yeah, absolutely. And those sorts of creative ideas, I’ve discovered and I think there’s some good neuroscience behind this as well, don’t tend to come when you’re angry and riled up and ready to fight. They more so tend to come when I feel kind of relaxed, I’ve got some space to chew on things, to let my brain kind of dance and play around and land somewhere because it’s natural to say, “Well, hey, the third-grade classroom, this is just where it is. That’s how it’s always been. That’s how the school is set up,” and then it does take a little bit of a shift to say, “Oh, but I suppose we could swap it because why not?” I think that’s a great example right there.

Sam Horn
So, let’s go to something you’re talking about, this anger we have. And, by the way, Pete, this is why I juxtapose things, that’s why we put a column on the left of something has gone wrong, and Elvis Presly, of all people, has a great quote about this. Do you know what he said?

Pete Mockaitis
“I’m all shook up.”

Sam Horn
He said that, too. He said, “When things go wrong, don’t go with them.”

Pete Mockaitis
Okay.

Sam Horn
Just see, on the left, when things go wrong, we can find fault, we can tell them it’s not our fault, and it will not help. So, we shift over to the right, to these responses instead of reactions. Here’s one of my favorite examples. You were talking about angry. I often close my Tongue Fu programs with this quote from Eleanor Roosevelt. She said, “No one can make us feel inferior without our consent.” And I’ve adapted that, with credit to her, to say no one can make us angry without our consent.

And there was a gruff construction boss, and he stood up, and he said, “Sam, you’re pulling a Pollyanna with this one.” He said, “You have no idea of the kind of people I deal with.” He said, “Do you mean if someone’s yelling in my face, that’s not supposed to make me mad?” And there was a woman who stood up and she said, “I’m a surgical nurse.” She said, “I agree with this because I’ve lived through it.” She said, “I deal with a neurosurgeon who’s the most abrasive individual I have ever met.” She said, “He is a brilliant physician, he has zip people skills.” She said, “Last year, I was a fraction of a second late handing him an instrument in surgery, he berated me in front of my peers. He humiliated me in front of that team.” She said, “It took all my professionalism just to continue with the operation and not walk out.”

She said, “When I was driving home, I got so mad at him. I sat down at the dinner table, I told my husband what happened, I said, ‘Oh, that doctor makes me mad.’” She said, “My husband had heard this before. He said, ‘Judy, what time is it?’” She said, “It’s 7:00 o’clock.” He said, “What time did this happen?” And she said, “9:00 o’clock this morning.” He said, “Judy, is it the doctor who’s making you mad?” And he got up and left the table. And she said, “I sat there and I thought about it, and I realized it wasn’t the doctor who was making me mad. The doctor wasn’t even in the room.”

She said, “I was the one who had given him a ride home in my car.” She said, “I was the one who set him a place at my dinner table.” She said, “I decided right there and then that never again was that doctor welcome in my home or in my head. And when I left the hospital, I was leaving him there, and never again was I giving him the power to poison my personal life.”

And so, I’m asking all our listeners, Pete, who do we take home with us? Who do we give a ride to in our car? Who do set a place for at our dinner table? And can we promise ourselves that we will leave that person at work? We will no longer give them the power to poison that precious personal time with our loved ones at home.

Pete Mockaitis
Well, Sam, that is inspiring and wise, and you’re really like, “Well, heck, yeah, I should not allow that person to co-op my brain for that length of time. That’s just silliness.” So, I think that that really installs some conviction in our hearts, like, “Yeah, I’m not going to let that happen anymore.” That being said, when the rubber meets the road and you’re in the heat of battle, it can be sometimes easier said than done when ruminations start to crop up. How do you recommend we put the kibosh on them?

Sam Horn
Oh, Pete, I love that question. That’s the perfect follow-up question, as I agree with you in theory, “How do I do it in practice?” I wrote a book called ConZentrate. Stephen Covey said it was the best book he ever saw on focus. And what you just brought up, we cannot not think about something, right? If we tell our kids, “Don’t run around the pool,” what are they going to do? If I say I’m not going to get mad, what are we going to do? If we’re an athlete, and we say don’t double-fault or don’t drop the ball, what are we going to do?

You are right. Instead of saying, “I’m not going to let that person make me mad. I’m not going to take that person home with me.” Over on the left is what we don’t want. Over on the right is what we do want, so it’s called catch and correct. As soon as we become aware, whether we are telling ourselves what we don’t want, “You better not be late again,” “Don’t forget,” “Stop hitting your sister,” “Don’t get angry,” that’s over on the left.

No, switch over to the right. What do you want? Well, you want to stay calm. You want to focus on what’s right in your world. You want to look at this person across the table as if, for the first or last time, so that you see them and you are present to them instead of preoccupied with what happened ten years before.

We want to tell our kids, “Give your sister space, a hula hoop of space,” which is something to do instead of stop hitting your sister. We want to say, “Be five minutes early,” instead of, “Don’t be late.” It’s, “Remember to tell your boss this when you walk in in the morning,” instead of, “Don’t forget.” So, you are right, is that we fill our mind with words and language and images of what we do want instead of telling ourselves what we don’t.

Pete Mockaitis
Oh, that’s handy. And so then, I imagine in the nasty surgeon example, you have an intentionality associated with, “This is how I’m going to be, do, feel, conduct myself.”

And by visualizing that and prepping it in advance, you’re more likely to remember, “Oh, that jerk, I want to kill him. Oh, wait a sec, okay, okay. I’m going to be like calm or joyful or curious,” fill in the blank, and that’s how we’re going to roll as opposed to fixating on, “Oh, don’t imagine stabbing him with a scalpel. Don’t imagine cutting his finger off,” whatever. Getting really violent here in the surgery room.

Sam Horn
And, Pete, see, I’m a pragmatist as well. So, if people are thinking, “Oh, this is just woo-woo Pollyanna stuff. What if this person is really egregious? What if what they’re doing, I’m just supposed to ignore it?” So, here is the bottom-line action we can take as well. There’s the mindset and there’s also then the mechanics of a pragmatic action.

When we’re not happy with a situation, there’s three things we can do. We change the other person, we can change the situation, we can change ourselves. So, we jump to number three – changing ourselves. Let’s look at the first two.

Pete Mockaitis
Well, yeah, how do you do that?

Sam Horn
Okay. Here is the good news. There is strength in numbers. And so, changing the other person, in many industries these days, it used to be that if this neurosurgeon was a rainmaker, even if the nurses were complaining, administrators didn’t care because this neurosurgeon was famous and a rainmaker. Now, there’s strength in numbers. And if you document the behavior, if you have witnesses to the behavior, if you report objectively with the Ws: what was said, when was this said, what was the impact of what was said; and is reported to HR, they are required to act on documented reports of egregious behavior that is not subjective, “I didn’t like what this person said.”

Pete Mockaitis
“He was rude. I was bullied.” That’s a little bit subject to interpretation as oppose to, “He said, ‘You are a moron and I hate you.’” Okay, that’s a direct quote.

Sam Horn
Remember action is it. And that’s why what you just said, Pete, about it needs to be the dialogue. Not like, “He was really offensive.” HR can’t do anything with that or a business owner can’t do anything with that. When you quote what someone has said, when you put the time that it happened, not yesterday, “No, it happened at 9:17 right in the middle of this,” the more objective evidence of this unacceptable behavior, the more actionable it is.

So, we can maybe change the other person, we can change a situation. Now, you maybe think, “Well, I don’t want to switch to another department,” or, “I’ve got three more years in this government job. I’m not going to retire or something like that.” So, sometimes though we can change the situation and the good news is, even if we can’t change the person or can’t change a situation, even if you decide, “That person is a jerk. I’ve done everything I can. No one’s taking responsibility and I don’t want to quit. I don’t want to leave. I need this,” then that third act is always an option and we change ourselves.

We could almost put like a plastic bubble around this. And whatever that person says just bounces harmlessly off us. It just bounces off it. It never gets under our skin. It never invades us so that we’re still thinking about it a day or a week or a month later.

Pete Mockaitis
All right. Thank you. And we talked about changing the other person, and one pathway is the, okay, documentation, building a case, HR, a business owner, senior executive, kind of direct challenge in that way. Do you have any suggestions in terms of how one might do this delicate, diplomatic dance associated with, “Hey, boss, you know, when you did this, I didn’t like that”? Any thoughts for how to have that conversation like when and how and if?

Sam Horn
Okay. See, now, we’re going to move into bully territory here because I believe 95% of people care what’s fair. I believe 95% of people have a conscience. They actually want to cooperate. They want a win-win. Guess what? Five percenters, they don’t want a win-win; they want to win. They don’t want to cooperate; they want to control. They don’t follow the rules; they break the rules because they know that it’s going to get them what they want.

So, if we are dealing with someone at work and this person is a five percenter, and that means they have a pattern of violating people’s rights, of not playing by the rules, it’s not a one-time they’re now having a bad day. It’s like they do it all the time on purpose. I’m going to say something that flies in the face of everything you’ve heard. Ready?

Pete Mockaitis
I’m ready.

Sam Horn
Do not use the word “I” because haven’t we been taught, Pete, that we’re supposed to say, “I don’t think that’s fair,” “I don’t like to be spoken to in that tone of voice”? Guess what? Bullies don’t care what’s fair. They don’t have a conscience. They’re actually going to think, “Good. I’m glad it’s bothering you. It was supposed to bother you.”

I am going to suggest we use the word “you,” “You back off,” “You! Enough!” “You, speak to me with respect.” So, here are just a variety of ways to do that. Say, there’s somebody that’s handsy on the job, and this person is in your space. And now, Pete, this isn’t an abstract concept. We have a hula hoop of space. Right now, people, put your hand out, stretch out in front of you, stretch out the side of you, stretch out behind you. That’s three feet.

We have our physical space, and animals know, “You don’t get in my space,” right? It’s like you get in my face or in my space, we have the right to back someone off, which is why if someone has a habit of getting in your face or in your space, number one, stand up. Because, often, they do that when we’re sitting down because they’re in the dominant position, we’re in the submissive position, right?

When we stand up, what we are letting them know is not only are we leveling the playing ground, we are saying, “I won’t take this sitting down. I will stand up for myself.” We haven’t said a word. We’ve changed the power dynamic of, “I am dominating you. I am towering over you. You are sitting and cowering and submissive.”

So, you stand up, number one. Like, someone puts their hand on you or something like that. You look at their hand, you look at them. You look at your hand, you look at them. Often you don’t have to say a word. Do you see how though you are calling them on their behavior? You are keeping the attention where it deserves, which is what they’re doing that is out of line. They have crossed the line and you are drawing the line.

And another part of that, once again, is the word “you.” It’s just to say, “You. Keep that to yourself,” “You. That’s enough. That’s the last time you say that to me.” And when we say it standing tall with our shoulders up and back, instead of our shoulders crunched up like this, which is the weak submissive position, then essentially what we’re saying is that we are letting that person know, “That doesn’t work here anymore.”

Pete Mockaitis
All right, intriguing. So, if we diagnose that we’ve got a 5% straight up bully without a conscience, and I guess we’d assessed that, as you mentioned, by seeing a track record of violating people’s rights and just not giving a hoot about it repeatedly, then we completely flip the script and change the rulebook that we’re following instead of that sharing how it made you feel and your concerns and why that’s important because they don’t care about any of that, but rather, just straight up, establishing, “This is the boundary.”

Sam Horn
And if you would like, Pete, I’ve got a quiz, it’s a bully quiz, and there are ten behaviors. And many people, they don’t even use the word bully, and they don’t understand that an 8-year old can be a bully, an 80-year old can be a bully. And the lights that go on when you say, “Yes, this person, I talk on eggshells around this person because they’re so volatile, I never know what he’s going to say,” “Yes, they’re Jekyll and Hyde. They’re charming one moment, they’re cruel the next,” “Yes, they have to control every decision and anyone who dares to say something else, they’re going to railroad that person.”

So, if you would like, I’ll send that to you, you can make it available to your listeners, and if you take that quiz, and this person you’re dealing with does many of these behaviors most of the time, then it requires a whole different set of skills because, once again, appealing to their sense of fair play, appealing to their good nature or their conscience, they will never think, “Oh, that wasn’t fair. That wasn’t right. I am so sorry.” They will never self-reflect or self-correct. It will always be someone else’s fault, and that’s how we need to set up and keep the attention on what they’re doing instead of our reaction to it.

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

Sam Horn
How about ask another question? I love your get-real, “If I’m in this situation, say something that I actually can do. It’s just not sounding good.” So, one more question from you and I’ll give you a response.

Pete Mockaitis
Oh, sure thing. Is there ever a time in which we should consider just exiting that situation entirely? Like, the bubble isn’t going to cut it. How do we know that that’s just where we are in terms of the hopeless situation?

Sam Horn
I’m just so glad you brought that up. Tennessee Williams said, “Sometimes it is time to leave even when there is no particular place to go.” And in the bully book, toward the end, after all of these pragmatic things that you can do to improve the situation, to stand up and speak up for yourself, etc., if none of that works, then it’s time for us to remove ourselves from the situation and to make sure to not see it as a failure.

One of the reasons I wrote the bully book is because, here I was, the queen of Tongue Fu, which, of course, is based on what Gandhi said about, “Be the change you wish to see,” it doesn’t work with bullies, Pete, because, once again, they’re not trying to act in good conscience. They’re trying to control. So, a good friend said, “You know, Sam, William Blake said that we are all born innocent, and at some point, we will encounter evil. And at that point, we either become embittered and we see the world as a dark place, and it defines and it defeats us, or we become…” Are you ready for two really fantastic words, Pete? “…informed innocence.”

And informed innocence are no longer naïve or idealistic. We understand that evil exists. We understand that there are people out there who will wreak havoc and they will not be responsible for the consequences. And that removing ourselves from the sphere of that individual is not defeat; it is us stepping up on behalf of what we believe, and that is that people treat each other with respect, people act with integrity. And if we have tried everything and this person is not going to change, and the situation isn’t going to change, then I’m going to remove myself from it, and align myself with people who do act in integrity and do behave responsibly because that’s how I believe life is supposed to be.

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

Sam Horn
One is from Arthur Rubinstein, he said, “I have found, if you love life, life will love you back.” Ain’t that wonderful though? And the other is from Katharine Graham of The Washington Post, and she said, “To do what you love and feel that it matters, how could anything be more fun?”

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

Sam Horn
I love podcasts. I believe angels whisper to a woman when she walks, and so I walk and I listen to podcasts, and that’s my favorite research. And a quick example of that is…do you ever listen to Jonathan Fields, Good Life Project, by any chance?

Pete Mockaitis
Oh, I have, yeah.

Sam Horn
Sure. He had Adam Grant on yesterday, a Wharton organization development guy, just came out with a brand-new book called Think Again. And he said something counterintuitive and contrarian which is one of the reasons I try to listen to podcasts, to challenge my thinking. And he said, “We all talk about impostor syndrome and how doubts take us down.” And he said that he believes that impostor syndrome can actually serve us by instead of assuming that we know what is best or that this is the right action, that that questioning process of looking at it again and getting different input actually produces a better result. And I love the contrarian nature of taking something that we all think is bad and twisting and turning it and seeing that it actually can add value.

Pete Mockaitis
Thank you. And a favorite book?

Sam Horn
I grew up in a small town in southern California, more horses than people, so I read The Black Stallion series by Walter Farley. And I will always be grateful to Walter Farley because he gave me a window on the world, and we had a thousand people on our entire mountain valley, and reading about these international adventures and these exciting horse races, and this young boy who was adventurous and independent really helped me see beyond where I was. And so, The Black Stallion was really pivotal in my life.

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

Sam Horn
I juxtapose everything. People say, “Sam, how does your brain work?” And I believe the quickest way to make a complex idea crystal clear is to put a vertical line down the center of a piece of paper, and on the left is what doesn’t work, and on the right is what does. It’s what sabotages our success, what supports it, what compromises our effectiveness, what contributes, what hurts, what helps.

And if we want support for an idea, if we juxtapose problem and solution, issue and answer, and we make those words alliterative, then we are going to be able to get people on the same page because we will be able to show the shift with this crystal clear, clean, compelling language. And by the time people get to the end of the page, you’re going to say yes.

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

Sam Horn
You know, I gave a TEDx Talk, and I understood that if we want to make a difference over time, it’s got to rhyme. And so, I said if you want to succeed, you must intrigue. And I really believe that our career success depends on our communication skills, and it depends on saying something that is so memorable that people can repeat it and act on it, weeks or months even years after they first heard it.

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

Sam Horn
Well, they’re welcome to go to our website which is real easy to remember, it’s SamHorn.com. And we’ve got three TEDx Talks there. We really try and make it so that if you go there, it’s not just about my products and services, it’s about, “Boy, here’s a post on how I can be repeatable and re-tweetable. Here’s a post on that quiz on how I can deal with bullies. Boy, here’s those words to lose, words to use so that I can think on my feet and handle challenging people in the moment instead of thinking of the perfect response on the way home.”

Pete Mockaitis
Well, this has been a hoot. Sam, thank you for bringing the goods and best of luck in your continued communication adventures.

Sam Horn
Thanks so much. I enjoyed it. I hope people found this inspiring and insightful and useful, Pete.

650: Boosting Happiness at Work: Ten Tips from Chris Croft

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Chris Croft says: "Try to evolve the job, evolve it towards what you like."

The Happiness Tips author himself, Chris Croft, distills and shares his top ten tips for more happiness at work.

You’ll Learn:

  1. The myths about happiness at work 
  2. How to rewire your brain to choose happiness 
  3. The affirmation to add to your morning routine 

About Chris

Chris is one of the top authors on Linkedin Learning, with 34 video courses recorded during 11 visits to Los Angeles, on subjects including Project Management, Time Management, Process Improvement, Assertiveness, Surviving Organisational Change, and Happiness, with 25,000 views a day and over eleven million views in total. His Happiness course is one of the most viewed happiness courses in the world, with nearly a million views on lynda.com and linkedin – its 52 practical things you can do to increase your happiness. 

He has published 15 books including The Big Book of Happiness, and he has produced a number of free apps including JobsToDo and Daily Happiness Tips. His free monthly email tips are sent to 20,000 people (www.free-management-tips.co.uk). 

Resources mentioned in the show:

Thank you, sponsors! 

  • Monday.comExperience a 14-day free trial of the Work OS that boosts the ownership, joy, and efficiency of work.
  • Blinkist. Read or listen to summarized wisdom from thousands of nonfiction books! Free trial available at blinkist.com/awesome 

Chris Croft Interview Transcript

Pete Mockaitis
Chris, welcome back to the How to be Awesome at Your Job podcast.

Chris Croft
Yeah, thanks for having me back. I, obviously, got away with it the last time. So, that’s great to know, Pete.

Pete Mockaitis
Oh, yes. Well, I’m excited to dig in again. And to kick it off, I want to hear about you are a saxophone lover. I’ve played the saxophone back in the day. What’s the story?

Chris Croft
Yeah, somebody said to me once, “The definition of a gentleman is someone who knows how to play the saxophone but doesn’t.” And I think that’s probably pretty good. I do, I like listening to it, to people like John Coltrane and Bruce Springsteen’s fantastic sax player who died recently, Clarence Clemons. So, I love listening to it but I do play it as well in rock and jazz bands. But I don’t claim to be very good.

But I find it very therapeutic. It makes me happy to play very loudly, just to blast away. I tell people I’m the Jimi Hendrix of the sax but, of course, I’m no way near as good as him. But playing any instrument, I think, is a source of happiness. It’s creative and you get to show off. So, yeah, what’s not to like?

Pete Mockaitis
Well, happiness that’s exactly what we’re talking about. Well done. Happiness at work, you know a thing or two about it. Can you maybe, first, give us the lay of the land? To what extent are professionals, in general, happy at work? Can you illustrate the state of affairs there?

Chris Croft
Yeah, most people are not very happy at work. When they’re asked the biggest source of unhappiness, it’s usually their boss or their job. And happiness at work is not really treated very seriously by most organizations. They think it’s a bit of luxury. They understand motivation which is sort of linked a bit to happiness. And, in fact, when Maslow was creating his hierarchy of needs, he was actually studying happiness, not motivation.

So, he found that happiness required things like security and social links and being valued and all those sorts of things. And that was sort of twisted into motivation, just how to get people to work harder. But there is a link between happiness and how people work. And I saw some research that said that unhappy people tend to be about 50% engaged with their jobs, whereas happy people are 80% engaged. So, they spend more time working and they work harder if they’re happy.

But it’s hard to untangle cause and effect because it could be if you loved your job, then you’re happier, and then you work harder. But it could be if you work harder, that makes you happier, and it’s hard to un-pick the whole thing. But, certainly, if there are things you can do to make your employees happier, you’ll get more out of them and you’ll make more profit. So, why don’t organizations think more about happiness at work?

Pete Mockaitis
Well, so happiness at work, I think we’d like some more of it just in and of itself and for the performance and productivity boost that it generates. Are there any sort of misconceptions associated with people think this makes them happy or unhappy at work but, really, that’s not the case?

Chris Croft
Well, the big one is money.

Pete Mockaitis
All right.

Chris Croft
The huge one is money, and there’s been a lot of research done into happiness related to money. And, certainly, below a certain point, money is related to happiness. If you’re so short of money that you’re worrying about where your next meal is going to come from or whatever, then clearly happiness is reduced by not enough money.

But when you get to a certain point, it really starts to level out and eventually you get to a point where more money doesn’t make you any happier. And it’s interesting because we put so much effort into earning more money. We do jobs that we don’t like because they’re better paid and we sort of sacrifice lots of time, personal life, even relationships and marriages and things get sacrificed in order to make more money. And all the research says more money isn’t going to make you happy.

And I know everyone’s listening to this thinking, “Yeah. Well, it would make me happy.” But, actually, if you look back over the jobs you’ve done in the past, if you’ve had a steadily increasing income as your career has gone on, then it’s hard to know whether it’s made you happier. But if you’ve had a career like mine where the money has gone up and down, you’ve done all kinds of different things, looking back, so times I’ve been happiest when I was earning very little money. And some of the jobs where I’ve earned quite a lot were really stressful and I wasn’t that happy.

And my theory about why this is true is I do think money makes you a little bit happier. If you earned twice as much, and you spent twice as much on your car and the wine you drink and things, I think you would be 10% happier. But the problem is that you pay a 20% price to earn that money, to earn more money. Why will somebody pay you more money? And there’s got to be something wrong with the job that they’re paying you to do. They have to pay you more in order to get you to do it, and it’s usually stress, or working longer hours, or a lot of travel.

And so, yes, the money makes you slightly happier, but the price you pay to earn that money outweighs the gain that you get.

But there’s good news because it means we don’t have to search after money at work. We can think about doing a job that we’re going to enjoy. You could start thinking about work that’s going to be satisfying and make a difference, and all of those things. And that’s good news, I think, in the end.

Pete Mockaitis
I’m curious, you mentioned that after a point, the incremental happiness for extra money levels off. I’ve seen some studies on that. Do you have a sense for what that point is, like, dollar terms?

Chris Croft
Yeah, I saw one and it said $60,000. And I remember being a bit disappointed because it hoped it would level off at like 20 or 30 because then I could say to pretty much everybody, “Don’t look for more money,” but, of course, a lot of people don’t earn 60,000 and, of course, it’s personal, so for some people it may level off at $40,000 or $50,000, and a lot of people are at that kind of point there.

And even at 30,000 or 40,000, it’s levelling off fast. So, if you can earn a whole load more, it won’t make much difference to your happiness. It’s completely leveled above 60, that’s the numbers I saw. But I think it varies depending on the country and your personality, and there’s a lot of factors going on in there.

Pete Mockaitis
And maybe your zip code and size of family and such.

Chris Croft
Yeah, but certainly it’s not millions. It’s not your second million doesn’t make you happier, although I’m sure that’s true. It levels off a lot sooner than that so don’t chase after the money. That’s not going to make you happy. But lots of things can, and that’s what I’ve got some tips for you in this podcast. I’ve got some practical things people really can do to get more happiness at work.

Pete Mockaitis
Well, lay it on us. What do you think are sort of really the big levers, the things that make all the difference?

Chris Croft
Yeah, so I’ve got a list of ten here and I’m planning we can zoom through them. They’re not really in any particular order and I think different ones will work for different people. My first one is a really quick one which is projects. And all the people who know me will laugh when I say projects because I am quite obsessed with Gantt charts and project management and things.

But it’s not project management that makes you happy but it’s having a project. It’s a feeling of moving towards a worthwhile objective.

And any project that you’re working towards gives you a nice feeling of progress and that your life isn’t being wasted. And we probably all had the feeling of driving home at the end of a day and thinking, “Where has that day gone? I’ve achieved nothing today.” But if you’re working on a project, you have that feeling of moving forward and you have that feeling of a worthwhile objective.

So, the first thing you can do at work is make sure you’re involved in a project, not just processes which is the same every day but a project, something that’s going to take a few months or a year where you’re working on something big. And I think it probably has an extra spinoff because you’re in a team, you’re working with people on a team, and that’s always good as well. That’s sort of a secondary benefit.

Pete Mockaitis
And so, it sounds like when you say projects, some will say, “Hey, I’ve got too many projects and it isn’t doing it for me.” It sounds like it’s something you can own and observe your efforts are creating improvement, advancement, like a house you can see or, maybe, I don’t know if sales numbers…

Chris Croft
It could be a website. It could be an exhibition that’s going to happen. Yeah, it could be a piece of software. It could be an app that you’re working on but something where you’re going to get closure in the end and you’re going to think, “I did that,” or, “I was involved in that, and there it is.” That’s the thing.

And, yeah, you don’t want to have too many projects. Stress is bad. But a lot of people are really stressed out by the processes. For example, I used to run factories for a living before I escaped. That’s quite a tough job to do. We were just churning out stuff and we were trying to churn out 1% more stuff every month. And it was just stressful and you just felt like you were running to stand still.

But every now and then there’d be a project and we would get a new machine installed or extend the factory or start making a new product. And that was great because we could get our teeth into something new. And then after possibly a few months, there it would be working, done. And it was the projects that I used to enjoy. And the projects were a little bit stressful because there was often a deadline but it felt good when you finished them.

Pete Mockaitis
Yeah, that’s a great distinction with the manufacturing world because it’s sort of like, in a way, at the end of each day, like, “Hey, there’s a warehouse full of stuff that I contributed to,” but it’s sort of like, “But that was happening before I got here and will happen after I got here and I see it every day, so it’s not distinctive in terms of that’s mine.”

Chris Croft
That’s right. Yeah, I really think ownership is important. And that’s actually part of my second one I’ve got here actually, but to have ownership of something, even ownership of part of a process would be fine, even if you were just sweeping the streets, let’s say. If it was your street and you always swept the same street and you could take pride in it, then that would increase your happiness.

So, I think ownership of anything is good but, you’re right, ownership of projects is the best thing to have because you don’t have that futile feeling of doing it over and over again, Groundhog Day.

But my second tip, with ownership as part of it, is to work hard. And I know this sounds like an old thing and people may think I’ve been put up to saying this by some sinister boss behind the scene somewhere. But, actually, if you work hard, you’ll be happier. And I know people whose job it is all day just to skive and do the minimum. They’ve set themselves the challenge of doing the minimum amount of work. And I can still remember I’ve got my daughter a work placement at a garden center when she was about 18, and at lunchtime she said, everyone at the garden center, when they had their half-hour for lunch, they went into the mirror room and they just sat there and either fell asleep, which is sort of stared at the wall and just did nothing for half an hour. And she said, “I was totally bored so I went out and volunteered where I could help on the till, and was there anything, some plants that needed repotting or something.”

And they all thought she was mad to volunteer to work. But she said, “What’s the point of just sitting there? It’s not going to make you happy in the end because you’re just not achieving anything. And deep down, part of you knows you’re wasting your life.” So, I actually think having decided to do a particular job for a particular wage, having decided to do that job, you might as well work as hard as you can and absolutely do the best you can.

And people have said to me, “Oh, it’s different for you, Chris, because you’re self-employed. You’re working for yourself.” But everybody is self-employed in a way, and you’ve decided to turn up to work today and sell your time for money, and you might as well do a job that you can be proud of. And I think that that, then, means you’ve got to find a job that you believe in because it’s much easier to work hard at something you do believe is making a difference.

Pete Mockaitis
And before we dig into that one, in terms of hard work, it sounds like part of it is that it’s, I don’t know, you do honest work in terms of like you’re really doing some stuff as opposed to just showing out or trying to dodge or staring at a wall. So, it sounds like it’s a matter of focus or kind of really plugging into it as opposed to sheer number of hours. Like, it’s hard work.

Chris Croft
Yeah. It’s not the hours at all, no. In fact, don’t work long hours because that’ll make you less happy. And, in fact, there’s been research that shows that every half hour that you commute takes 10% off your happiness. So, half an hour each way that is.

And if you take an hour to get to work, an hour to get home, that’s two half an hours, that’s 20% off your happiness your whole life. So, working longer hours is a really bad idea. But when you’re at work, you should absolutely do the best you can, best quality, but also put maximum effort in. And the time will go quicker, you’ll feel happier, the customers will be happier, and they’ll give you a better response back to you.

And a sort of little subset of that is to try to evolve the job, evolve it towards what you like. So, if there’s 10% of your job you really love and 10% that you just don’t like at all, say to your boss when you get your appraisal, or if you don’t have appraisals, just say anyway to your boss, “I’d like to do more of this. I’d like to spend more time directly with customers,” or, “I’d like to spend more time coding,” or whatever. And they’ll go, “Yeah. Well, that’s great. I was looking for somebody who wanted to do that.” And you can move your job towards the stuff you like and away from the stuff you don’t like.

And even if you only move a 10%, after three or four years, you’d kind of really transformed what your job is like, and you can actively influence what your job consists of. And most managers are delighted when their employees say, “I’d like to do more of this and less of this.” Sometimes there’s unpleasant work that has to be done by somebody, and they say, “Well, look, sorry, you’ve got to do that.” But quite often, there’s some other crazy person who wants to do the bit you don’t like. So, you say, “I don’t want to do the filing.” There’s somebody else who’d probably love to do filings, so win-win.

So, it’s to think about what your ideal job would be like and influence your boss, to just slowly edge it towards that, and then it’ll be easier to work with your heart and soul into whatever it is you’re doing.

Pete Mockaitis
All right. So, just as simple as asking. Just like that.

Chris Croft
I think so. If your boss isn’t interested in your happiness, then you can start to think about whether you want to do something else and vote with your feet, but it’s definitely worth a try. And I think most bosses are pretty amenable to being asked about that kind of thing. We’re not asking for everything to be totally different. We just want to do a bit more of that instead of a bit of this, and just evolve it towards in that direction.

Pete Mockaitis
All right.

Chris Croft
So, that’s my second of my, gosh, ten sounds like a lot, doesn’t it? Although some of these are shorter. Shall I go on to number three?

Pete Mockaitis
Sure.

Chris Croft
Creativity. So, we get happiness from creativity. And we were talking about the saxophone earlier, and one of the great things about music is it’s a challenge to be creative. And actually, funny enough, in the band I’m in, sometimes they give me a fixed line they want me to play, “Can you play this rift all the way through the chorus?” And I’m thinking, “Well, yes, I can play that but it’s boring. And even if it’s a really good rift and it’s better than anything I could think of, I still want to play my own. I like my own better and I want to vary it.”

And so, there’s something in us that makes us want to be creative. And I would say even if you’re not very good at something, do it anyway. Even if you’re not very good at playing an instrument, play it. Or if you write poetry, even if it’s not very good poetry, or art, just do some paintings.

But once you get into management, then creativity becomes really important. I think it’s probably the most important thing a manager can do actually is to be creative. Because if you’ve got a process you follow as a manager, then what’s the point of you because anybody could follow that process? You could just get anybody, any old person in, and they could just, you know, “If this problem happens, do that. If a customer is unhappy, give them a refund, or whatever.” So, the purpose of management is to think about how to improve things, and that’s creative.

So, you need to find a job that’s creative and find creative parts within your job, and do as much of that as you can because creativity is a big source of happiness. And we talked about projects earlier, and I think projects have a creative element always, don’t they, because they’re always to do with doing something new. So, creativity, that’s the next thing to think about.

Pete Mockaitis
Certainly, yeah. And I hear you that it’s not purely about sort of art and music. Creativity, I guess, the core of it is you are inventing or putting something into existence out of you.

Chris Croft
Yeah. And where does creativity come from? I mean, there’s a question.
And, by the way, never say, “Oh, I’m not creative. I can’t do it,” because everybody is. Everybody can be. So, you must never just give up and think, “I’m not a creative person. I’m just not,” because you can do it. And with practice and with nurturing and a good boss, because you don’t want a boss who just tramples on your ideas, “Oh, that will never work.”

Look at kids. Kids are always really creative, aren’t they? So, we’re all born with creativity, and you can see it in kids. Kids are always inventing stuff, aren’t they, and imagining, “This stick is actually an airplane,” and all that. So, we’ve all got creativity within us and you can rekindle it, and it’ll make you happier if you can use it.

Pete Mockaitis
All right. What’s next?

Chris Croft
What’s next is learning. And I like asking people, “How long could you do a job for if you weren’t learning anything new? If it was quite easy and it was quite well-paid and you were good at it, how long could you do that for?” And answers vary from a couple of weeks to a year or whatever. I worked, part of my apprenticeship when I was an engineer, I had to make washers on a lathe.

And you would make 10,000 in a day. And I had to work there for six weeks which is part of my apprenticeship, and it just drove me absolutely mad. I couldn’t stand it. Within a week, I had become quite good at making washers, and I’d made, I don’t know, 50,000 by then. And after two weeks, I was just climbing the walls. It was so boring. And I tried stacking them in pyramids and trying to calculate how many were in the pyramid, and how many seconds till I can have a cup of tea at 10:00 o’clock, just to keep your brain going.

And I think we all have a built-in need to keep learning because that’s going to be a survival quality, isn’t it? Suppose you were making podcasts, for example, but if you get bored with making podcasts, if that day ever came, then you’ve got to do something else. And it won’t be as obvious as the washers but there will be a point where you just think, “I’m just not feeling it anymore, you know. It’s just yet another guest, and I just go, ‘Oh, how interesting’ after each thing he says.” I know you’re not there, Pete, but you know what I mean.

And, funny enough, I’d been doing training courses for years and I wondered at what point would I get bored with training, teaching people project management or something. And I notice I never got bored because the groups are different every time, and, also, I learn stuff every time from the audience. And so, you have to keep learning. And if you get to a point where you’re not learning, then you’ve got to go off a level or go sideways, volunteer to do something different. Just find something else where you’re going to keep on learning.

And I think it’s easy to avoid the effort of learning, and, “Oh, I can’t be bothered to learn something new.” And I have found if you move somebody to a new job, they’d go, “Oh, I don’t want to do that. I’d have to learn new stuff.” But once they start learning it, they love it. And, of course, learning allows you to be creative as well because it just gives you more ideas you can use so there’s a link there, isn’t there, I’m sure between learning new skills and being creative.

So, learning is something that anyone can do. You can volunteer to go on training courses. Your company is bound to have training going on so just volunteer to go on the next course and learn something that you just don’t even think you’d need, like project management or assertiveness or anything, Excel, and just volunteer and go and learn something. And I’ll bet you, you’d feel good when you’re doing it. So, learning is number four on my list of easy ways to increase your happiness.

Pete Mockaitis
All right. Well, I’m convinced. And number five?

Chris Croft
Number five is to come out of your comfort zone. And this follows on a bit from learning. But to come out of your comfort zone and push yourself, volunteer for some things that are a bit scary. Maybe they want someone to give a talk at a conference, or maybe they want somebody to open a new office in Cincinnati or something. Just put your hand up and say, “I’ll do that.” And afterwards, you’re thinking, “Oh, why have I volunteered for that?” but just push yourself out of your comfort zone a little bit.

Now, ideally, you’d have a boss who would do that, who would encourage you to gradually move on up and not give you huge scary things but just things that are a little bit beyond what you normally do. So, you just keep expanding your comfort zone. And the reason this increases our happiness, of course, is because we get achievement, because we get a bit of an adrenaline rush at the time, “Oh, I’ve got to give a talk to a conference.” And afterwards, it’s like, “Yeah, I did it. I feel good,” and you’ve increased your skills, you’ve learned some things as well.

So, volunteer. It’s a bit counterintuitive because we don’t think it’s going to make us happy but actually it does. And there’s that great sort of quote which says, “We only regret the things that we didn’t do.” So, if you do come out of your comfort zone, you won’t regret it. It’ll lead to something or other, and even if it ends up being a bit different to how you thought and it turns out to being tougher, you’ll look back and think, “I’m glad I did that.”

So, I don’t think you should do things that are really stupid at work but things that are just a little bit beyond what you would normally do. And, obviously, you can do that conference talk. Of course, you can.

Pete Mockaitis
All right. I’m with you. And so, I guess I wonder, do you have any pro tips with regard to what is a risk worth taking versus it’s too risky?

Chris Croft
I don’t know. I don’t think there’s a rule for that because I think everyone is going to be different. I think you want it to be kind of 10% more difficult than what you normally do and not twice as difficult. I guess you can look at the, “How big will the downside be?” When you do risk analysis, you look at the probability of it going wrong and how bad it will be, don’t you? And you can weigh up the upside and how likely that is, and the downside and how likely that is.

But I think I would mainly focus on, “Will you die if it goes wrong?” So, if you’re thinking of giving a talk at a conference, what’s the worst that’s going to happen is your talk is going to be really boring and some people are going to go to sleep because they’re not going to throw things at you, or you’re not going to get fired. So, that absolutely is the risk worth taking.

And so, I think assess how likely it is to go really badly and how bad would it be. And, quite often, when you start thinking about what’s the worst that could happen, it’s actually not that bad. We mostly have fear of looking bad in front of other people, and that’s just not a problem, really. So, I think that’s what I would do. I think that’s probably how I would assess risk.

Pete Mockaitis
All right. And what’s next?

Chris Croft
Well, number six, we’re onto the second half now. I’m really interested by this one because this one says that when you’re thinking about what makes you happy, your brain doesn’t know what’s good for you. This is based on some research by somebody called Sonja Lyubomirsky who I’m a big fan of. I think her research is fascinating. I think she’s great.

And they found that our brain doesn’t know what will make us happy. And we’ve already said that we think money will make us happy, and it doesn’t. And how can your brain be wrong? And the reason is because we’re really still stone age people, our brains are stone age.

So, for example, we have certain rules programmed in. Like, for example, eat the maximum amount of food while it’s there because we think that will make us happy because, in the stone age, if there was a dead dinosaur, you had to eat it as quickly as you could or whatever.

And then we have other simpler rules, like laziness is more efficient. And, yet, in real life, laziness doesn’t make you happy. You just underachieve and feel bad. And, yet, we think that if we do nothing all weekend and just read the paper and drink some alcohol at lunchtime and fall asleep in the afternoon in front of the TV, that that will somehow make us happy. But, actually, you look back and you think, “That wasn’t a great weekend really.”

And then our brain tends to focus on problems because if you’re trying to survive in the jungle, you’re always thinking, “Is that a tiger over there? Why is that there? I haven’t seen that before.” So, we tend to be quite negative, and that makes us unhappy in the modern world where in the modern world there aren’t that many things to be frightened of, and, yet, we still focus on the negative things. We watch the news, we want all the bad news that’s happening around the country, and we focus on the bad news. And that is a survival thing that is now out of date.

And the final thing that our brain does that’s bad is that it drifts away from the present. So, it frets about the future, it worries about the future, what’s coming up even though it can’t do anything about it. And it goes back to the past and it sort of thinks, “Oh, if only that hadn’t happened and I wish that wasn’t like that.” And sometimes it thinks the past was great, “If only I could go back to the past.” But, of course, you can’t change the past. So, our brain is obsessed with the past and the future even though that isn’t where happiness lies, because happiness is only in the present. And you can only be happy when you’re living in the present.

And that’s why we’re happiest when we do things that absorb us completely in the present. So, if you’re doing something, it’s called being in the flow. If you’re doing something where you’re really concentrating on doing it, and it might be, say, paddling a canoe or something, and you’re really concentrating on the canoe and the balance and the water, and you do it. And you just forget everything else.

And so, our brain is not our friend. And so, number six, really, is to say don’t trust your brain. Don’t think, “Well, I’m sure I must know best for myself,” but to actively take actions that go against what your inner nature is telling you. And don’t be lazy, don’t think that money will make you happy, don’t think that eating loads of food will make you happy. Don’t take the easiest path.

One of my favorite books is The Road Less Traveled. And the road that’s less traveled is the high road, the hard road. And he says in there that laziness is the biggest problem. He says that’s the root of everything, actually, is laziness. And why would we be lazy? And the answer is, in the stone age when we were short of energy, short of food and warmth, we had to be really economical. But, now, if we’re not careful, we can just lounge around all day, and we mustn’t. So, don’t trust your brain is number six.

Pete Mockaitis
Yeah. And I think that hard work piece, that’s sort of why that helps is because you’re not able to be thinking about other things at the same time when you’re working hard and, thusly, you are engaged in the thing.

Chris Croft
You’re in the flow.

Pete Mockaitis
So, I dig that. Well, just to accelerate a smidge, could you give us seven, eight, nine, and ten in a sentence or two each, and then maybe we’ll dig into one of them?

Chris Croft
Okay. Well, number seven, it is a biggie but we can dig into it, is you can be happier by getting rid of your negative emotions because your negative emotions, and whether it’s sort of frustration and anger, or sorrow, regret, guilt, worry, you’re actually choosing all of those negative emotions. Your brain is choosing those for you, and you’re choosing it because you think you’ll get a payoff. You think that worry will make you perform better but, actually, it’s a substitute for planning. And you think that getting frustrated will make things go quicker but, actually, you just do things worse and you end up taking longer.

And so, negative emotions are always unhelpful, and you’re choosing them, and you can, therefore, not choose them. And you may think, “Well, I can’t choose my emotions. They just well up from within,” and they do well up, but you can choose whether to give them house room or not. You can choose whether to fan the flames, and think, “Yeah, God, that guy did it, is annoying at that meeting.” Or, you can think, “I’m not going to get annoyed with him. He means well. It doesn’t matter. There’s no point.” So, number seven is you choose your emotions, and you can choose not to have negative emotions.

Number eight is to not be focused completely on achievement but don’t forget enjoyment at work. A lot of people think that enjoyment is for outside work and then achievement is for work, and that’s the split. But, actually, you should enjoy your work as well.

And so, it’s worth thinking about, “What would enjoyable work look like?” Have goals for that. If you think that you would enjoy going out to visit customers, have that as a goal at work, “I want to find a way to get into doing that somehow.” And it might be the 10% evolving of your job but it might be to just go to a whole different department, and say, “I’d like to work here.” I mean, I don’t know. So, think about what you would enjoy at work, and have some goals for enjoyment at work. And linked to that is self-talk, to say to yourself, “I love my work.”

So, as you drive to work, don’t be thinking or even saying out loud, “Oh, not work again. I hate my work. Oh, I bet it’s going to be awful today. It’s the sales meeting, that’s always awful.” But, instead, say, “I love my work. It’s great.” And the first few times you’ll say that you’ll think you’ve gone mad and don’t let anybody else hear you because they’ll think you’ve gone mad. But it becomes true surprisingly quickly because your brain is really quite malleable. And if you say, “I love my work. I really do, I love it.” And, by the way, you have to say it like you mean it. You mustn’t just go, “I love my work.” That won’t work. You have to say, “I really do love my work,” and it will become true.

Number nine is to help other people. And this, again, this is a quick one to explain. But take every chance you get to help other people at work and outside work, of course. Because not only does that make them happier, but it makes you happier as well. For some reason, we are wired to help other people. And you’ll know this if you’ve traveled abroad, if your car is broken down, anywhere people will help. People help, they love helping.

So, if you help other people, you get kind of a triple win because you feel good and they feel good. And then later, they’re more likely to help you as well. So, helping other people is one of those things which a lot of people don’t do but you absolutely should take every chance.

My last one, number ten, is you can choose to set the temperature in every encounter you have with people. You can consciously be nice or not nice. And why would you not be nice with everyone that you deal with? Just be the nicest person.

A very quick story about this. I was doing a customer care call a while ago and there’s a guy, he was actually the carpenter, he’s to fix people’s desks and doors and things. And he said, “Well, I’m only nice if they give me tea. When I’m working on a job in someone’s office and they give me a cup of tea, I’ll be nice, but otherwise, they can get stuffed.” And I said to him, “How often do you get tea?” And he said, “Oh, about one time in ten.”

So, I said, “Okay, so nine times out of ten you’re not nice.” And he said, “Well, no, but they don’t deserve it.” And I said, “But what if you set the temperature and went in really nice every time? You’d be more likely to get tea. You’d probably get tea half the time. You’d probably get five times as much tea, which clearly is your objective in life.”

And he said, “Well, yeah, but if I was nice ten times, and I got tea five times, that means I would’ve wasted half of the times. I’d have wasted being nice half of the time.” And I was like, “Yeah, but it doesn’t cost you anything to be nice, and you’re going to get five times…” He’s going, “Yeah, no, no, I’m not going to do it, not unless I know they’re going to be nice; I’m not going to do it.”

And I’m just thinking, “What can you do with a guy like that?” So, put it out there and be the first one to put it out there. And there’s a little circle called do-get-feel. So, what you do affects what you get, and what you get affects how you feel, and then how you feel affects what you do. So, if you’re a bit lazy and you sort of do the minimum, then what you’ll get is sort of hassle from your boss and hassle from your customers. And then you’ll feel unhappy about your work. And then what you’ll do is even less work.

And you can break that circle by thinking, “No, even if my boss is maybe not treating me that well, I’m going to do the best job I can,” because then you’ll get better results and you’ll feel better about it, and you’ll be in the good circle, and you might even win over your boss. But, in a way, who cares what your boss says? Do it for yourself and do it for your customers to an extent too. But mainly do it for yourself because you’ll enjoy the work more.

If you’re nice to people, you’ll win in the end. So, that’s number ten, set the temperature in every interaction that you have.

Pete Mockaitis
Well, I appreciate this rundown, and I guess I’m thinking, you mentioned get rid of negative emotions. Is there anything else that you think we should stop doing? Like, there’s a number of things here that we should make an effort to do and to pursue. What are some things we should just cut out?

Chris Croft
The first thing that springs to mind, actually, for me is comparison and competition which are related because comparing yourself with other people is a road to nowhere. There’s always somebody who’s going to be more successful or richer or a higher achiever than you are. And if you compare yourself with people like that, it’s just going to make you unhappy. And if you try to compete with colleagues it’s the complete opposite of helping them.

So, I really like the idea of the abundance mentality. If you help somebody else, they’ll help you and you’ll both gain. And, funny enough, I visited a friend of mine a while ago, and he’s got this great big house and it’s on the edge of London. It’s beautiful. And I said to him, “So, you’ve done really well in life, haven’t you? You’ve achieved.” And he said, “No, I don’t feel like I’ve proved myself at all.” And I said, “But you’ve got a house that’s worth five strokes six million pounds.” And he said, “Yeah, but my brother has got a house that’s worth 20 million.” His brother is the chief executive at Accenture.

And I said, “Yeah, but why compare yourself with him? Of all the people you could pick, why don’t you compare yourself with me because my house is only worth about half a million?” And he said, “You?” He looked at me and he went, “You? Why would I compare myself with you?” And I said, “To make yourself feel better.” But it was really interesting that he felt it was productive to compare himself with somebody on the level above. And, yeah, that might pull him up, but will it? Or will it just make him feel bad about himself?

So, I think comparing and competing are really unhealthy. And just do it for yourself. If you’re a salesperson, you don’t have to be the number one salesperson. Just feel good about every deal that you get and feel good about the fact you helped a customer and feel good that you’re getting better at selling, and you’ve learned some new techniques. But don’t start thinking, “Oh, that person sold more than me. And, oh, that person earned more bonus than me.” Just feel good about the amount of bonus that you’ve got.

So, I think that’s definitely something to stop doing, is comparing and competing.

Pete Mockaitis
All right. Thank you. Well, now, let’s hear some of your favorite things. Can you tell us a favorite quote, something you find inspiring?

Chris Croft
Yeah, I’ve got two happiness-related quotes I really like. The first one is from Albert Schweitzer, and he said, “Success is not the key to happiness. Happiness is the key to success.” And so, if you love what you’re doing, you will be successful.

The other quote I like is totally different. And it just says that, “Allowing yourself to feel hate is like drinking poison and expecting the other person to die.”

Pete Mockaitis
And how about a favorite book?

Chris Croft
Well, if I was a real egotist, I would say my Big Book of Happiness isn’t a bad place to start.

But there is a book that’s better than mine, and it is The How of Happiness by Sonja Lyubomirsky. I really think she’s nailed it.

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

Chris Croft
I think it’s probably that you choose your negative emotions. People are always fascinated by that.

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

Chris Croft
ChrisCroft.com. Just go to my website. I’m always putting stuff on my blog. And from my blog, you can get my tip of the month, which is a free email I send out every month. I’m on YouTube as well and things, but ChrisCroft.com would be the starting place.

Pete Mockaitis
All right. Not to be confused with Chris Cross.

Chris Croft
Yes, that bass player. I do get address, caught up letters addressed to Mr. Cross, but it doesn’t make me angry because anger is a negative emotion and you don’t think about it.

Pete Mockaitis
You’re not cross about it. Ha ha ha.

Chris Croft
Yeah, it’s not worth it, is it?

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

Chris Croft
I think the easiest call to action is probably start a project. Yeah, what are you going to do? What projects have you got on the go? But if you’ve already got a project, then my sort of fallback call to action would be learning. What have you learned recently? How are you going to improve? Because all you’ve got is what’s between your ears really. What’s in your head is that’s your main tool nowadays, isn’t it, for earning a living, and you’ve got to keep improving your ticket.
They’re easy things you can do and they will lead to other things. So, make a start with a bit of learning and some sort of reasonably ambitious project that give you a sense of achievement.

Pete Mockaitis
All right. Well, Chris, this has been a treat. I wish you lots of luck and happiness in your adventures.

Chris Croft
Yeah. Well, thank you for having me again. And I really hope it makes a difference to people listening.

649: How to Persuade through Better Listening and Adapting with Brian Ahearn

By | Podcasts | One Comment

 

 

Brian Ahearn says: "The skill of listening starts with a choice, and when you make that choice... it becomes a habit."

Brian Ahearn shares how to improve your influence by listening well and adapting to different personality types.

You’ll Learn:

  1. What every professional can learn from insurance agents
  2. The 5 critical ingredients of listening STARS 
  3. How to DEAL with the four different types of people 

About Brian

Brian Ahearn is the Chief Influence Officer at Influence PEOPLE. A dynamic international keynote speaker, he specializes in applying the science of influence in everyday situations. 

Brian is one of only 20 individuals in the world who currently holds the Cialdini Method Certified Trainer designation. This specialization was earned directly from Robert B. Cialdini, Ph.D. – the most cited living social psychologist on the science of ethical influence. 

Brian’s book, Influence PEOPLE: Powerful Everyday Opportunities to Persuade that are Lasting and Ethical, is an Amazon best-seller and his LinkedIn courses have been viewed by more than 75,000 people. 

Resources mentioned in the show:

Thank you, sponsors! 

  • FSAstore.com. Use your flex spending account funds with the greatest of ease! Save $20 on a $150+ purchase with promo code AWESOME. 

Brian Ahearn Interview Transcript

Pete Mockaitis
Brian, welcome back to the How to be Awesome at Your Job podcast.

Brian Ahearn
Thank you for having me back on. Third time is a charm, I think.

Pete Mockaitis
It is. Well, you’re in rare company there. That doesn’t happen very often. Maybe like three-ish times. Well, the listeners can’t see this but I’m charmed by your background. You have a screen which has the How to be Awesome at Your Job logo, cover art, and it says, “Hello, Pete.” And then you have a tasteful backdrop. I guess you got an Amazon, which looks pretty realistic. What’s the story here?

Brian Ahearn
So, in the COVID lockdown world that we’re in, I knew that I was going to need to do something to differentiate myself, and I saw a friend who’s a bigtime National Speaker Association speaker and he had put a studio in his house, and he was kind enough to spend about an hour with me one day to walk me through everything that he did, and we converted our daughter’s old bedroom.

And so, I’ve got a beautiful backdrop and a 55-inch TV and I can give standup presentations where I’m walking up to the camera and moving. It’s not just a face-on Zoom, and clients have loved it, and potential clients are blown away when they see their logo and their name up on the screen on a Zoom call.

Pete Mockaitis
Well, yeah, and it’s different I don’t know why but it is. It’s different than sharing your screen with an image of that with you like in a corner. It just is and I don’t know why or how it matters but it does.

Brian Ahearn
Well, I think clients are going to see me from like the waist up moving back and forth and turning towards, and getting a sense of, “Hey, this is a little bit what life was like prior to the pandemic. I’m seeing this person really interact with us.”

Pete Mockaitis
Yeah, it does. It’s more three-dimensional literally because it’s behind you in the third dimension. So, Brian, not that I had any doubts but this just reinforces that this was the right choice to have you on a third time.

So, you’ve got a fresh book. It’s funny, I was a little slow, as you may recall, to reply to your email because your book is called Persuasive Selling for Relationship Driven Insurance Agents. And I’m like, “Well, you know what, most of my listeners are not insurance agents.” But, nonetheless, I think you’ve really identified some universal skills and principles that benefit all professionals, and so we’re going to zoom into a couple of those.

You’ve got some good acronyms, kind of STARS and the DEAL model, we’re going to talk about. But, first, maybe you could just tee it up broadly, what can and should non-sales professionals learn from insurance agents?

Brian Ahearn
Well, everybody is selling all the time, and so when people say, “Well, this book is for insurance agents.” Well, it’s really for all salespeople because we look at the entire sales cycle and how the psychology of persuasion applies throughout each of the steps. But even somebody who might say, “I’m not in a formal sales role,” they’re still selling themselves, their ideas, and things, especially if they’re working in a large corporation. So, understanding the deal model of how to interact with people is critically important for those folks. So, I feel like anybody who knows that moving forward with getting a yes, selling themselves, their ideas and things, they’re all going to benefit from the book.

Pete Mockaitis
Okay. Well, so you’ve got some great perspective on listening and a helpful acronym STARS, which is funny because I think of STAR for interviews: situation, tasks, action, result. But you’ve got a different STAR associated with listening and I think it makes a ton of sense. So, can you lay it out for us, when it comes to listening well, why should we do it and how should we do it?

Brian Ahearn
Well, when I worked in the corporate world and I was involved in sales training, a critical component of being a good salesperson is the ability to listen. And, unfortunately, a lot of people haven’t experienced this, but good salespeople only talk 25% to 30% of the time. They ask good questions and then they stop and they listen, and they ask more questions. But you have to be a good listener and you have to be confident in those skills. And while we are taught to read and write and speak, almost nobody goes through a class on how to be a more effective listener.

So, as I was interacting with our field sales team back in the day, I came up with this acronym to make it very easy for people to understand what it takes to be listening stars. And it’s simply this: stop everything you’re doing, that’s the first letter, the S; pay attention to tone of voice, T, because it conveys emotion; A is ask clarifying questions; R is restate your understanding of what you’ve heard; and then S is scribble, take notes.

And I think if everybody could do those five things and just work on doing those things better all the time, you would be blown away by how much more effective you could be as a listener. You’d become listening stars.

Pete Mockaitis
All right. So, I love this in that it makes a lot of sense. Those seem to be five critical ingredients and often overlooked ingredients. Help us out with some of them in terms of it sounds easy to do but most often people are not doing it. Maybe tell us, how can we do each of these better? Like, how can we stop excellently? What should we really look for in the tone, etc.?

Brian Ahearn
Okay. So, when it comes to stop, you cannot give your attention to more than one thing at a time. You could try to fool yourself, and you could say, “Well, I can finish this email while I’m listening,” but you’re never really giving your attention and, therefore, you’re missing things. And we saw this when we were running little workshops and experiments, and we saw that people who gave their full attention to listening, they weren’t distracted by a second task or taking too many notes. They were catching 75% more of the facts that were being shared as compared to other people.

So, if you think about that, if you are a salesperson, or any position you’re in, if you discipline yourself to stop so that you can fully pay attention, and you’re catching 75% more than your competitor, you have a huge advantage. So, I think anybody who is listening to this podcast will catch themselves doing other things, and that’s okay, that’s a slap on the hand like, “Oh, I shouldn’t have done that.” That’s your first step in awareness. And if you keep that up, eventually you’ll find yourself stopping all those other things for longer and longer periods which is going to certainly help you be more effective in terms of what you’re receiving through your ears.

Pete Mockaitis
Well, Brian, I love it when you drop a clear number like that. Boy, I’m thinking about there are just so many opportunities. Like, 75% more facts, I mean, that’s huge because someone might grab 10 facts, and then a listening star, could grab 18 facts, and those incremental 8 facts can make all the difference in terms of I’m thinking of it like in negotiation, like, “Huh, that thing I captured could surface a win-win opportunity that we could totally overlook had we not captured that upfront.”

Or, you can say, “Hmm, that little piece could really help me deepen my relationship with this person down the road.” It’s like, “Oh, hey, I remembered you liked flyfishing,” or whatever they like, and then you’ve got a cool opportunity to engage in subsequent conversations, build connection, camaraderie, etc. wow, 75% more facts from a conversation is just like 75% more opportunity, possibility, impact.

Brian Ahearn
And I would say, too, it’s not just the positive facts that you catch. Sometimes it’s the negative facts that might make you say, “Hmm, this isn’t a deal I want to go through with.” When I worked with an insurance company, a lot of the role of an underwriter is to get as many facts to make a determination, “Do we want to write this account or do we not? And if we do write it, at what price?” Catching those things, even the negative things, impacts the decision-making on behalf of the company, so it was critically important on the positive and the negative what are you going to catch or miss.

Pete Mockaitis
Yeah, decision-making in terms of making those decisions optimally and the facts are just the top of the funnel, so that’s huge. So, for stopping, you notice that you’re doing something else and then bring it back. And this kind of sounds like any number of mindful practices and exercises, like with your breath or whatnot. How else can we get better at stopping?

Brian Ahearn
Make an intentional effort to do it. Just to tell somebody, like, “Hey, hold me accountable here.” If you’re sitting in a meeting and you tell somebody, “I’m really trying to work on my listening skills and I don’t want to be distracted. If you see me kind of going off or something like that, just give me a nudge.” But that accountability is probably enough at that point just to get you to do something different versus if you never said anything to somebody else. So, it really starts with a commitment.

And what I want to say about this, Pete, every step in the STARS model, it’s a skill but it’s not a skill that people don’t possess and cannot get better at, and I’ll give you an example. I’m 5’9” and I weigh 210 pounds, I was always into weightlifting and things, but I was never able to dunk a basketball. And if somebody came to me tomorrow and said, “Hey, Brian, this contract that you’re looking at, it depends on your ability to dunk a basketball.” I’m like, “I’m out. Never been able to do it. It’s not a skill I ever possessed, and it’s not one I ever will, given my physical characteristics.”

But the skill of listening starts with a choice, and when you make that choice, the more often you make that choice, it becomes habit. And that’s where you, all of a sudden, you’re finding yourself stopping more and more, paying attention to tone more and more, asking those questions, etc.

Pete Mockaitis
Well, that’s good. And if I may, I’m thinking about what distracts me from listening. It’s often my body in terms of like, “I’m hungry,” “I’m thirsty,” “I need to pee,” “I’ve been sitting for too long.” How do you recommend we address those in particular or is it all the same in terms of redirecting it right back to the person talking?

Brian Ahearn
Well, I think the consciousness of it, like when you start thinking like, “Oh, I want to go to the bathroom,” or, “Oh, I’m getting so hungry,” it’s still like shake your head and say, “Well, wait a minute. There’s going to be time for me to get some food. I need to just bear down here a little bit more.” And give yourself some grace, too, because sheer willpower is like a muscle. It gets tired too. And as we are mentally tired, as we are physically tired, as we are hungry, all of those things will impact our ability to give focus and attention.

So, if you have an opportunity to do something different, like, say, “Hey, Pete, I’m loving this conversation but can I take a short break? I just need to get a little carbohydrate in me. I just need to get like a piece of candy or something.” And that person is probably going to say, “Sure, that’s fine.” They may be feeling the same way, and so that might be license for them to go do that thing too.

And I think that when you’re the person who’s engaging somebody to help them be more effective listeners, I always make sure, like when I’m doing training sessions, every hour, we have at least a 10-minute break. And I know that carves out time but if people can use the restroom, can get a refreshment, can stretch their legs, can clear their mind, that next 50 minutes that I have them, they are so much more focused than if I try to just plow through two hours.

Pete Mockaitis
That’s absolutely true. I’ve seen it many times on both sides of the presentation table there. Okay, so that’s stopping. So, tone, you say that there is a lot in it and we should pay attention to it. Expand on that, please.

Brian Ahearn
Well, I think everybody knows two people can say the same thing. Two people could make an apology, and one person can seem sincere and the other one doesn’t, and it’s not so…

Pete Mockaitis
“I’m sorry.”

Brian Ahearn
Exactly. We hear it all the time when people are caught, media figures are caught, and, all of a sudden, they’re issuing that standardized apology. But I always thought about the example that my wife called me one time, and I was at work, and I could hear the wind blowing, and I said, “Are you playing golf?” And she said, “Yes.” And that three-letter word, yes, just the way she said it, I said, “You’re not playing very well, are you?” And she goes, “No,” and then she started kind of unburdening herself.

But that’s a clear indication. Three letters, one simple word, and just by the tone, I could tell that she wasn’t playing well. You’ve been married now for a little while, I’m sure that you can hear some words like, “Fine.” When you say, “How are you doing?” “Fine.” You realize, “They’re not really doing fine. There’s more behind that. I can tell,” and that’s usually based on tone of voice.

Pete Mockaitis
Certainly. Okay. And so, are there any tone things that people tend to overlook or a great sort of telltale indicators? Because I think that sometimes in my own tone or others, I notice…how do I say it? It’s like they’re energized and excited, and then they’re back into sort of like perfunctory, like, “Uh-oh, duty, responsibility, process, compliance.” I don’t know what words I would use for those tones but sometimes you could see they’re jazzed about this and not so jazzed about that. And so, I can pick up on that and I find that pretty handy. What are some other key dimensions of tone to look out for?

Brian Ahearn
Well, where somebody emphasizes. You can have a sentence, “I didn’t steal that toy.” If you say that to a little kid or somebody, depending on where they put the emphasis, “I didn’t steal that toy,” or, “I DIDN’T steal that toy,” “I didn’t steal THAT toy. I stole another toy.” Right? So, paying attention to where that emphasis is and that tone is coming out, starts to become an indicator too. Because if somebody says, “I didn’t steal THAT toy,” then you might think, “Oh, the way you said that, you might’ve stolen some other toy,” or something like that.

But a lot of times people aren’t aware of it and they’re a leak, so to speak, and we do this with our body, too, and how we verbalize things and how we move. But there are leaks that will really let you know more about what somebody understands. And some of this goes back to the work of Dr. Albert Morabia and in his work on communication.

Pete Mockaitis
It’s like the words and the tone and the gestures. It’s the proportion of…

Brian Ahearn
Yeah. And what they say, I think, is 55% body language, 38% tone, yeah, and 7% words. And speakers get up and all the time they tout that and they say, and I was guilty of this at one point, they’ll say, “People are going to remember your tie more than what you said.” That is not what his work was looking at. His work was looking at when the message and the messenger seem to be incongruent, people will focus a lot more on how somebody looks, their body language, and their tone of voice. Because, going back to that apology, two people can say the very same words. And if somebody says it in a way that doesn’t seem sincere, you start focusing on the body language and the tone. That’s what he was talking about in his research. Not a blanket, “People aren’t really listening to your words.”

Pete Mockaitis
Yes. Thank you for setting the record straight there. And that sounds a lot more true, certainly, in terms of if they said, “Ah, ah, ah, I didn’t steal anything.” It’s like, “Well, your words say that you didn’t but there’s something. You’re very nervous for some reason, and that’s what I want to be keying in on.” Okay, so tone. And then how about some asking clarifying questions? What are some of your favorite clarifying questions?

Brian Ahearn
Well, let me say this about questions. First is I’m never an advocate of interrupting somebody when they’re speaking, but when you don’t understand and you recognize in the moment, “I don’t really understand something,” it shows that you’re engaged in the conversation. So, if you’re telling me a lot of stuff, and I say, “Hey, Pete, can you hang on a second? When you said this, did you mean that? I’m not really sure.” It gives you an opportunity to make sure that I do understand and clarify, but it also shows that I’m engaged in that conversation because if I just button up and don’t say a word, you might start even wondering, like, “Is he even paying attention? I mean, he hasn’t said a word. He hasn’t given me any gesture. I don’t know if he’s engaged in this conversation.”

And it’s even more difficult over the phone because you can’t see the person. So, I think utilizing clarifying questions is a great way to stay engaged in the conversation so your mind doesn’t wander. It lets the other person know that you are in that, and it just helps you clarify what it is that you’re hearing.

And to your question, too, a simple one is when you say what are some of the questions. It’s, “Help me understand,” or, “I’m not really sure. Could you explain it?” But it’s a question. So, you have to say, “Well, I don’t understand something,” “I’m not clear on what you said,” “I don’t think I hear what you’re saying,” “Can you explain?” “Can you expound?” “Can you do something to help me out here?”

Pete Mockaitis
Yes, that’s grand. And I do like a 90-minute training on clarifying questions alone for like collaborators in terms of what you really need to understand before you embark upon a piece of work such that you don’t end up giving them something that they don’t want, in terms of like the deliverable, the timing, the process, the resources, the audience, and the motive.

Brian Ahearn
Well, I will say this, we talk about STARS in the book in the section on qualifying. So, in the sales process, when you finally have the opportunity to meet with a client, you want to assess, “Do we want to do business together?” Not all business is good business, “Can I do business? Do I have the capacity to fulfill your needs? And do I want to?” And you’re making the same assessment of me as the salesperson, “Do I want to do business with this guy? Can he meet my needs?” Questions are what help us determine that, and that’s why we talk about the STARS model in the qualifying part of the sales process.

Pete Mockaitis
All right. So, we’ve asked some clarifying questions. And then restating, how should we do that?

Brian Ahearn
So, whatever it is that you understand somebody to say. Pete, I know your listeners can’t see this but if I ask you, for example, about your business. You’re proud of your business and you know all this, and I’m putting my arms out really wide. You have this vast wealth of knowledge. If I’m working, for example, with insurance agents, they don’t need to know all of that. There are certain key things that they want to understand and so they’re going to hone in on those.

And as they do, those are the things that they’re going to probably come back and say, “So, Pete, your business sounds awesome. And if I understand you right…” and then I kind of come through and I lay out a few critical things about what it is that you need in your insurance protection. “If I hear you right, Pete…” and then I clarify that. And you may come back and go, “That’s exactly it, Brian. Thank you.” Or, you might come back and go, “No, you’re missing it. It’s the claim that I had. That’s why I’m upset.” And so, we can circle back and make sure that we’re both on the same page.

But no matter how well I do with listening, I will never know everything going on in your mind and so I don’t want to make that assumption that I do, so I, therefore, am going to try to restate to the best of my ability, “Here’s how it boils down for me.”

Pete Mockaitis
All right. Excellent. And then note-taking, I mean?

Brian Ahearn
Well, I use S for scribbling because N would’ve been STARN and that would’ve blown the whole model, right? So, I always encourage people to take some notes, but this is not writing the great American novel. It’s not trying to get down every word that people say. And while we can use certain tools like laptops to get a lot of information, that actually can hurt your listening because they say a lot of times students are trying to take down everything the professor is saying and they’re missing context and other things.

I encourage people to just bullet point things that they’re going to need to circle back on. So, I might’ve heard you say you had a car accident. I don’t need to stop you right in the middle of your story to say, “Tell me the details,” because you might. But if you don’t, I‘ve got that little bullet point and I can say, “Hey, Pete, you mentioned you had a car accident. Can you tell me a little bit more?” And I start asking, “When was it?” “What happened,” and all those things but it’s because I have that bullet point to remind me.

It also maybe just a few quick bullet points so there are things that I can fill out after our conversation is over. So, maybe I catch the name of your pet, I catch the name of your wife, or other things that I think will be important for me to remember down the road. And so, I bullet point those and it triggers my mind, and then I start going back, “Oh, yeah,” and I remember the type of dog that you said you had, and how long. Certain other things are triggered by that bullet point. So, that’s what I mean by scribble.

Pete Mockaitis
Okay. Excellent. So, there we got the listening, STARS, cool. And we’ve got another perspective, you called it the DEAL model, and you’re thinking specifically about four personality types. Well, first, lay this on us in terms of what are the types? Where do they come from? And how do we identify them?

Brian Ahearn
Okay. People are probably pretty familiar with DiSC, the DiSC model. And when I was working with the insurance company, and this was probably ten years ago, a training organization came in and used something that was similar to that. I don’t remember exactly what it was but it was similar to that, as a way to try to identify yourself, and it was a little more self-reflective than others.

And a guy I worked with came up and said, “Man, it’d be really cool if we could tie the principles of influence that you teach to the different personality styles. Are there some that are more effective than others?” So, I did a survey with my blog readers, and I took some very generic descriptions and said, “Read these and choose what you think you are,” and then that kind of funneled them in. And then I was asking them all the same questions, but I could look at the results then, and say, “Wow, people in one category seem to be different than people in these other categories.”

So, through the course of that, I came up with driver, expressive, amiable, and logical. And I like that because it’s spells DEAL and we deal with people, and the people I worked with, the salespeople, want to close deals, so it becomes very easy for them to remember. And it’s focused on, not self, not that it’s unimportant. It’s very important to understand ourselves, but it’s other-focused. I wanted to try to determine, Pete, are you a driver, that person who’s more focused on getting things done than relationships, and you like to be in control? Or, are you the expressive, the person who’s really relationship-driven but also really likes being in control?

And then that amiable, which is the relationship-oriented person who is more about self-focus and self-control. And the logical person is a task-driven individual but they’re not focused on controlling others or situations. They’re more focused on themselves, their own thinking, their own self-control. So, that’s a very basic model but it’s good because salespeople don’t always…I mean, I’m not going to go up and say, “What’s your Myers-Briggs, Pete?” And I wouldn’t be able to figure that out.

But this is a pretty simple model to assess people, and once you feel like you’ve got a handle on the type of personality, then we talk about the principles that are most effective in terms of being able to ethically influence them.

Pete Mockaitis 
Okay. So, it sounds like it’s, if I were to stick them in into a two-by-two, the dimensions we’re looking at are their level of task focus and their desire to control others?

Brian Ahearn
And situations, yeah.

Pete Mockaitis
Okay. And so, with the driver, being high-high; the expressive being, I don’t know, low-high, they care about the relationship.

Brian Ahearn
Well, I just say that, yeah, there’s a demarcation and the bottom of it is the person is very relationship-driven.

Pete Mockaitis
Got you.

Brian Ahearn
And I would say good examples of that that I used in the book, Steve Jobs would’ve been a driver, right? That guy doesn’t care about being your friend. It is just about the work and get the stuff done. Oprah Winfrey, I think, is a great example of an expressive. She wants to know your story. She wants to get to know you and help you, but yet she is completely in control of her media kingdom just like Steve Jobs was in control. So, in the respect, they’re very alike but they’re very different in terms of their interactions with people on an individual level.

Pete Mockaitis
Yeah, okay. And so, how about examples for amiable and logical then?

Brian Ahearn
Amiable is always a little bit tougher in terms of coming up with examples because they’re not necessarily limelight people, and a lot of the occupations that they tend to move into aren’t ones that are necessarily in the limelight because they’re very relationship-focused and a little bit more self-control, self-focused than other in terms of control. They tend to be things more like counselors and teachers and nurses and social workers, and those aren’t always positions that are in the limelight. Now, that’s not to say that because you’re an amiable you can’t lead a company. You absolutely can. But what we tend to see is people move more into those positions that are not as much in the limelight.

Brian Ahearn
Mother Teresa would be an awesome example.

Pete Mockaitis
Alrighty. And logical?

Brian Ahearn
Logical person, again, very, very task-focused but not about controlling others or situations, more on the self-focused. And a great example here would be a Bill Gates or an Albert Einstein. And I would hope that you’d agree and your listeners would agree, if you have five minutes to try to sell an idea to each of these people, I hope you would go about doing it very differently with Steve Jobs versus Oprah Winfrey versus Mother Teresa or an Albert Einstein because they’re going to respond to different things and for different reasons.

Pete Mockaitis
Yeah. In terms of like Bill Gates doesn’t care much about your story most likely. If you’re talking about he’s trying to save the world in some dimension, I don’t know, climate change or vaccines or something, and then you say, “You know, Bill, let me tell you how I got interested in malaria,” I have a feeling Bill doesn’t want to hear, and maybe he does. I don’t know. But I would imagine he’d be more intrigued by, “Here’s the innovative cool thing that we’ve got going on here and why it’s different than what’s ever been used before, and why it’s way more cost-effective at saving lives than the previously existing technology available,” versus, Oprah would probably not be as into that. She wants to hear the story about how you got into malaria.

Brian Ahearn
Well, here’s a really good example, I think, for the logical versus the driver. According to the research, the survey that I did with blog readers, both of those personalities responded to the principle of consistency. And that principle says that we feel an internal psychological pressure and an external social pressure to be consistent in what we say and what we do.

I would think that somebody like Albert Einstein or Bill Gates, when they say something, they believe they’re right because they trust their intellect, they’ve thought it through, they’ve been methodical, and they’ve come up with a decision, and that’s why they believe what they believe. And if you can tie your request into that, then it makes very logical sense for them to say, “Absolutely.”

You go to the driver who is also driven by that principle of consistency but it’s a lot more ego-based. When Donald Trump was on “The Apprentice,” when he said something, he believed it. Even as president, when he said something, he barred the door on the facts just because he uttered it, he believed it. And I think to a great degree, a lot of people who are in that driver situation, they trust their gut, and so when they say something, they believe they’re right but it’s not for the same reason as the logical. But, nonetheless, if I can tap into what they’ve said, what they’ve done, or what they believe, it becomes easier for them to say yes. So, same principle, but very different reason on why it’s so compelling for each of those personalities.

Pete Mockaitis
Well, that’s interesting. I’m reminded of I heard there’s like a legendary story, and I believe it’s true, the person doing the interview wasn’t lying, about Bill Gates, Microsoft, the XBOX, like they’re having a meeting about this thing. And, at first, Bill says, “What you’re proposing is an insult to everything I’ve done in my career in terms of like how it’s going to work and how it didn’t utilize the DOS/Windows, whatever stuff that he built up.”

And so, the meeting wasn’t going well for a long time until someone said, “Well, what about Sony?” He’s like, “Yeah, what about Sony?” And then it sort of totally changed his thinking associated with dominance and market share and influence and being in the living room, and how Microsoft and Sony were both kind of growing on these dimensions, and Sony has got this PlayStation, and they’re like, “Yes, we’ll give you everything you’ve asked for. Go for it and do the XBOX.” And so, that’s interesting in terms of like the set of facts that he’s focused on, logical, sure enough, was the persuasive thing that got it done when those were brought front and center for him.

Brian Ahearn
And I would say, too, that contrast phenomenon, right? He’s being compared to Sony, somebody that he looks at as a peer, a competitor, somebody he doesn’t want to be beaten by. If they had made the wrong comparison, maybe there was a little upstart company that was doing something, and he might’ve looked at it and said, “Who cares?”

Pete Mockaitis
Yeah, or like Nintendo. Like, “Yeah, okay, Nintendo has got Mario. I don’t care.” But Sony, “Oh, that’s a different story.”

Brian Ahearn
Yup.

Pete Mockaitis
Cool. Well so then, maybe if you could give us an example of some things that you might hear out of someone’s mouth that would make you go, “Hmm, driver,” “Oh, yeah, expressive.” Just a couple of telltale words, phrases, sentences that kind of cue you in to thinking, “It sounds like this is where you’re landing here.”

Brian Ahearn
Well, I think a lot of times, and I don’t like always making generalities, generalizations, because they’re always exceptions, and I absolutely recognize this. But I think a telltale, a lot of times, for drivers is they don’t stop talking.

Pete Mockaitis
Okay.

Brian Ahearn
You really have a hard time getting a word in, edgewise, because they want to be in control of the situation, they have an opinion on everything, and, therefore, they’re continually going. And so, that can be a clue right there that, “I’m dealing with somebody who’s not giving me any space to step in and share what I need to share.”

If you’re going to try to influence somebody like that, you have to be okay with that. You have to recognize, you have to pick and choose the battles, and then step in where you get that opportunity or ask a question that might make them go, “Hmm, what do you mean? Tell me more.” Now, you’ve kind of got the platform back. But I think that’s the big telltale for a lot of drivers is it becomes kind of hard to get a word in edgewise.

Pete Mockaitis
Okay. And expressive?

Brian Ahearn
I think expressive is a lot of times people, and these are entertainers and politicians, people who know the importance of having a relationship, they’re probably a lot more of the storyteller, somebody who’s got a, “I met somebody and here’s a story and here’s another story.” So, they may do a lot of talking too. They’re expressive, they’re very outward, but they also allow you that space to ask about you, and you feel a little more connected to them, and some of it may just be because of the stories, but you’re like, “Hey, that’s funny. I like that person.” You don’t feel like you’re necessarily being talked to or talked at as much as maybe you will from that driver, who’s kind of tell you what it’s got to be like.

Pete Mockaitis
Okay. And amiable?

Brian Ahearn
Amiable is a lot of times are going to be the ones where you have to pull a little bit out of them. I’ve always pictured an amiable, if you’re going to go to the movies and you’ve got six people, and you say, “Hey, what do you guys want to see?” Amiable is probably like, “No, anything is cool with me,” because they’re very laid back, very relational. They’re just happy that they’re hanging out with everybody, and they’re cool doing whatever.

The driver would be the person who might say, “Well, if you guys are going to see that, I’m going to head home. I don’t want to see that movie,” and they’d be okay heading off by themselves. So, I think with the amiable, you’re going to see people who are very relational, very laid back, not looking to be the life of the party. You may have to do a little bit more to draw them out. You’re probably are going to get into much deeper conversations with somebody like that.

Pete Mockaitis
Okay. And logical?

Brian Ahearn
Logical person is going to be somebody, obviously, who’s very analytical and they’re thinking they’re going to be very fact-oriented. They’re going to be the people who don’t just share an opinion. They will do some research so that they can speak intelligently on something. Before they open their mouth, they want to really understand what they believe and why they believe it so that they can feel comfortable in terms of sharing it.

And that one, I would say from experience, people will say that I am an expressive just because of what I do, but I am absolutely a logical person. I’m a deep thinker about things, and I always tell my daughter, when she asked me a question, I’m like, “I don’t have an opinion on that because I haven’t really looked into it and I’m not going to just say something.”

Pete Mockaitis
I feel the same way, and particularly, in business-y situations. I remember, talking about insurance, I was buying some insurance once and it had some absurd clause, I was like, “Wait. And this kind of make it sound like you don’t pay any claims ever. So, what’s the deal here?” “Oh, no, one has ever asked that question before.” It’s like, “Well, so can you share with me some evidence that you sometimes pay out claims because this kind of reads like you never have to?”

And so, when I’m in sort of a business conversation, that’s kind of what I want, it’s like, “I want a profoundly compelling evidence that proves that you got the stuff. Like, you’re going to deliver what I’m seeking to be delivered.” And so, I think that often makes people feel very uncomfortable because usually they don’t have the evidence that I want. And so, they need to kind of like try to be compassionate, it’s like, “Well, okay, if you don’t have that set of facts, can you give me some alternative sets of facts that maybe I can plug into my spreadsheet and deal with how I need to deal with to prove it out?” But, still, it’s logical, like got to have it.

Brian Ahearn
Well, this can be a shortcoming when you’re the one trying to persuade. Let’s say you’re really good at building relationships. That’s an awesome skill to have but if you get into that situation with a logical like you, if you make a friend, okay, that’s cool. But if you don’t, that’s cool, too. You just want to buy the insurance.

So, if a person only is able to lean on what their strength is, that strength ends up being a negative, a weakness with certain people. And this is why I try to emphasize in looking at this model. It’s not about you, it’s not about what you’re good at, it’s not about your strengths; it’s about the other person. Learn what the psychology is and then understand what the psychology is that applies to them, and get good at that.

So, in a sense, be a little bit of a chameleon in terms of how you interact with people, not being a false person, but just recognizing that just because you like having these great relationships, you’re going to have some clients, and they could be great clients, but they’re just not into the relationship part. That’s okay.

Pete Mockaitis
Yeah. Well, maybe since insurances is your specialty, maybe I’ll just put you on the spot. Let’s say you’re trying to sell auto insurance to these four different types of people. Can I hear a sentence or two of a custom verbiage that might be very appropriate when you’re making that pitch to a driver versus an expressive versus an amiable versus a logical?

Brian Ahearn
Okay. Well, if you’re talking to a driver, then scarcity is something that comes into play a lot. The mistake that people would make is talking about all the things that somebody might gain or save, but what you really want to talk about is what they might lose.

Pete Mockaitis
Okay.

Brian Ahearn
So, going in and having that conversation and framing something instead of gain, like they don’t care so much about saving as what they may be losing, and framing it that way, “You’re overpaying,” instead of, “Well, I can save you a bunch of money.” That would be a particular approach.

When you move down and you’re talking to somebody who’s an expressive, understanding that they’re going to be more relationship-oriented, you’re going to want to tap a little bit more into like, “You’re going to want to make that connection.” They’re going to want to look at you and say, “That’s a person that I really like and I want to do business with people that I like.”

Another effective principle in terms of interacting with folks like that is consensus. What are other people who are like them doing? And by bringing that in, that becomes a strong decision factor. Whereas, again, the driver, they don’t care what everybody else is doing. They think of themselves as completely different and unique. So, that’s a little bit about how you’d be different with this person who’s the expressive.

When you move over to the amiable, also very big on relationship, so you’re going to want to certainly make sure that you tap into liking because they’re probably not going to want to do business with somebody that they don’t like. So, connecting on what you have in common, talking about those things, being complimentary where genuine compliments are due. But they also surprisingly respond really well to the principle of authority.

And so, by really showing that you know what you’re talking about, that’s not challenging to them; that’s comforting to them. And so, by deferring to something like, I might say, “You know, Pete, I’ve been in this business now for more than 30 years. And something that I found is really important.” That little tidbit about, “I’ve been in business for 30 years,” isn’t coming across like a bragger to them. It’s giving them a sense of comfort that, “Wow, okay, I like this guy and he knows what he’s talking about.” And so, that becomes a little bit more of the tact that I take with that person.

Pete Mockaitis
Okay. And then the logical?

Brian Ahearn
So, the logical, obviously they’re going to be fact-driven so you’re going to need to be able to show authority not only that you have some personal authority that you’re good at what you’re doing but bring in data, bring in information from respected individuals or organizations that would support your claim. If you don’t do that, then you come across to the logical person as just somebody who thinks they know everything. Much better to bring in that support of the information, “Where did you hear that quote?” “What did this particular report say?” That’s what’s going to give somebody, who’s a logical individual, a sense of comfort.

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

Brian Ahearn
As I said at the beginning, I wrote this book for a specific market. I wrote it for insurance agents, and that was because trying to write a sales book can get super generic. When you keep talking about products or services, and people start reading it, “That doesn’t apply to me. Well, that’s…” So, just on the counsel of somebody I really respect, I thought, “You know what, I’m going to tighten this up. I’m going to make it specific to insurance. It’s what I know.”

But then I realized, as I got into it, that every step in the sales cycle, if somebody is in sales, they’re going to benefit from understanding the psychology that applies. And that even people who aren’t selling are going to benefit from learning how to be a listening star, how to deal with different personalities so that they can sell themselves and their ideas. So, I would just encourage anybody, if you see yourself in any capacity as selling, check the book out.

Pete Mockaitis
All right. Thank you. And, now, a favorite quote?

Brian Ahearn
Well, I think the one I find myself referring to more than ever now is something that my high school football coach said, and I attributed it to him for a long time, until somebody said, “No, that was the Roman philosopher Seneca.” But it is, “Luck is where preparation meets opportunity.” And ever since I was a sophomore in high school and heard coach say that, and recognized that if I worked really hard, good things would happen.

And even when the good thing that I want doesn’t come about, it’s amazing, Pete, how all that preparation comes in in a different way, and, all of a sudden, I’m like, “Hey, that preparation is helping me now over here.” So, it never goes untapped.

Pete Mockaitis
And a favorite book?

Brian Ahearn
One of my favorites, was Viktor Frankl’s book Man’s Search for Meaning. And just reading about what he and all those other people in those concentration camps endured was unimaginable. But the takeaway for me was towards the end of the book when he said, something to the effect that, “Every freedom can be taken away from a man except for the last freedom; where to place your thoughts, what you’re going to think about.”

Nobody. And he said, basically, it didn’t matter how much the guards beat them, threaten them, or do anything, they could never ever make them think what they didn’t want to. And that is incredibly powerful.

Pete Mockaitis
And a favorite tool, something that helps you be awesome at your job?

Brian Ahearn
It’s called Voice Dream, and it’s an app that I downloaded on the advice of a friend on my iPhone. And when I write something, I have it up usually in Google Docs, and I just pull it into that app, and then I can listen to it. And it’s amazing what you catch. You write it and you think it’s good, and then you hear it, and you’re like, “Eh, it’s not exactly how I wanted it to come across.” So, it has helped my writing immensely. I’m working on two more books so I use it all the time.

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

Brian Ahearn
First will be LinkedIn. I connect with everybody and I guarantee your listeners, if you reach out to connect and you don’t put a reason, I will come back and say, “How did you find me? I’d like to understand why people are reaching out.” And if you do put in a reason, I will still respond because, as my most recent blogpost said, “Social media is supposed to be social.” And the way that we do that is by having conversations with people. And so, I will absolutely respond to you on LinkedIn.

The other place, Pete, would be my website which is InfluencePeople.biz. Just a tremendous amount of resources out there if they want to learn more about this topic.

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

Brian Ahearn
I think it would be to start dedicating time to understand the influence process. Influence, in some respects, is like listening. Very few people learn how to do it well and yet we use it every single day, I say from womb to tomb. As soon as a baby is born, he or she cries. They’ve got a need they’re trying to get met.

Some of us learn how to do it well and it helps immensely with our professional success and personal happiness. So, I hope people who are listening will say, “You know what, maybe I need to dig into this a little bit more. I could use the ability to have more people saying yes. That would be helpful in my life.”

Pete Mockaitis
Well, Brian, this has been a treat. Thank you and I wish you lots of luck in all your influencing.

Brian Ahearn
Thank you. I appreciate it, Pete.

648: How to Turn Stage Presence into Screen Presence with Diane DiResta

By | Podcasts | No Comments

 

 

Diane DiResta shares expert tips to up your presence in remote meetings.

You’ll Learn:

  1. The simple change that dramatically improves your presence 
  2. Cost-efficient tips for improving your audio
  3. Expert tips for engaging your virtual audience 

About Diane

Diane DiResta, CSP, is Founder and CEO of DiResta Communications, Inc., a New York City consultancy that serves business leaders who deliver high-stakes presentations—whether one-to-one, in front of a crowd, or from an electronic platform. A Certified Speaking Professional, DiResta is one of only 12% of speakers to hold that designation. She was President of the New York City chapter of the National Speakers Association and former media trainer for the NBA and WNBA. 

 

Resources mentioned in the show:

Thank you, sponsors!

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Diane DiResta Interview Transcript

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

Diane DiResta
It’s great to be back.

Pete Mockaitis
Yeah. Well, it’s great to have you back. And, boy, yeah, a lot of things have evolved since our last conversation.
Well, so much of your business has now shifted to a whole boatload of virtual meetings, presentations, trainings, interactions. Tell us, how has that shift in experience gone for you?

Diane DiResta
I love the virtual world. Now, what’s interesting is I’d already started virtual coaching before COVID hit because I had some people who were from North Carolina, Canada, Texas. So, what I was doing ideally when I could is either they were coming to New York for the first visit or I was going to them. And then it worked really well virtually. But once COVID hit, it was all virtual.

And I didn’t get any pushback from people. I had one client who I started with in-person, he had one session left, and he didn’t want to do it virtually. And then, finally, he realized this might be a year or so, and he said, “Let me do it.” And so, he realized it’s working really well. So, I’ve done training sessions, speaking engagements, and coaching virtually. I really like it.

Pete Mockaitis
Okay. Cool. Well, so you’re a pro and you have made the transition like a pro. Can you share with us any surprises in your own personal experience as you’ve made the transition?

Diane DiResta
Well, the first thing I did immediately is I went for certification so I’m now a certified virtual presenter.

Pete Mockaitis
Oh, interesting.

Diane DiResta
Yeah.

Pete Mockaitis
Where does one do that?

Diane DiResta
Through eSpeakers.

Pete Mockaitis
Okay. Oh, that’s right. I have seen that little icon there. Sometimes we recruit guests from eSpeakers because they have a huge database of experts. Pro tip, podcasters.

Diane DiResta
Yes. And so, well, it was important for my credibility. And a big surprise to me was how bad some of these presentations are from people at higher levels. So, the first surprise was I was watching TV and I saw this senator that I had seen many times on the news, who was a spokesperson, who was very media savvy, very good, and I witnessed her first Zoom presentation, and it was like this – side of a face, looking down. She didn’t even know where the camera was, and I’m shocked. Like, how could this happen?

[03:31]

And then someone explained to me, “Well, when you’re in the media at that level, people are doing things for you. You’re talking into a teleprompter, there’s a producer, so they don’t really learn this.” So, I realized there is a market here and people need me. So, I start to rant when I see these kinds of things happening.

I was working with a physician, I was a facilitator or an interviewer for a health summit, a virtual summit. We had a conversation beforehand, we met five minutes before the meeting, and I was shocked, once again, because here he was, in his office, with a ceiling fan, a rotating fan. So, I got rid of that through manipulation of the laptop. But then his backdrop was so messy, there were tons and piles of books and papers and files, and there was nothing I could do.

So, here’s what people need to realize. You are communicating a message, and that messy background interferes. Number one, it’s a distraction to the message but, secondly, it’s communicating another message about your presence. So, there are some people who feel or believe that if they have really good credentials and they have very good content that that’s what counts.

But, no, if you have a mess behind you, you’re communicating sloppiness. So, what does that mean? Is your research sloppy? Is your presentation sloppy? So, it’s really important.

Pete Mockaitis
Wow, boy, there’s so much there in terms of, one, those associations. And I’m reminded of, well, I’ve got that book in my background, Pre-Suasion by Bob Cialdini talking about how we have associations. Like, if a resume is on a heavy clipboard, we sort of associate some weight to it. If you’re given a warm cup of tea, you might have some warmth toward the person who shared that. And so, there are some studies that point to that, and so then how much more so when it’s your entire background, that which is in my field of view as I’m beholding you, is messy. Like, that association will pop up all the more so.

Diane DiResta
Absolutely. So, this is what’s different and this is why I’m helping people translate stage presence into screen presence because the 3D world is very different from the virtual platform. So, one of the things people have to realize is they need to stage themselves. When you go into a meeting in a 3D world, the meeting room is there. You go into a conference room, the overhead lighting is there, the table is there, you don’t do any of that. But when you’re recording from your home or office, home office, you need to change the way that looks, you need to take control, so you become a producer. And the staging is very important, it’s the backdrop, the background.

And so, when I talk about staging, it’s what’s your backdrop. So, you have a few options. One is a screen. I have a room divider and what that allows me to do is hide any mess so that I can be camera-ready in a pinch. And we just had this experience a moment ago. You saw the mess behind me and there was no dial to change the backdrop so I took my screen up. So, that’s the first thing, it’s a physical screen.

Secondly, you can change your backdrop. I use Zoom a lot, and so you can upload your own backdrop. Now, here are some choices. One is, if you want to promote, if you want to communicate your brand, you can create your own. So, what I have is my logo on one side and my book and my Certified Virtual Presenter on the other side, so it’s speaking for me.

But you can have a nice scene, a beach scene, or a mountain scene, and that’s very calming. Or you can have a regular real-world backdrop. So, for instance, if you have a lovely living room or a very calm soothing office, and that’s real, use it, but make sure that it is supporting you, that it supports your brand. So, I would say be mindful and be strategic. What is it that you want to communicate?

Now, let me explain why this can impact you on your job. People take this lightly. When we first came to the virtual platform, post-COVID, people were very casual, they were showing up in their hoodies. But then we got over that because we realized this is here to stay. Well, I had a client who said to me, “Listen, Diane, full disclosure. In the beginning, we hired a vendor and they did four hours of virtual training, and I still don’t like how my team is showing up. They’re too casual. They’re too lax.”

So, I came in and I did a two-hour workshop, and one of the things we did is staging. And so, they learned how to center, they learned about lighting, they learned about backdrops, they learned about anything that would distract. So, what was fun is I had them look at still pictures of people in a frame and they had to critique it.

And then I had them do it on each other. So, I’d call on someone, I say, “All right, Pete, we’re going to have someone else look at you. So, Joe, take a look at Pete right now. What would you say about him if you were coaching him on his backdrop, on his staging?” and it was very enlightening for them, and they realized that, “Oh, this is about presence.” It affects your executive presence, so your screen presence can’t be lax.

Pete Mockaitis
Yeah, absolutely. And I feel that in many regards in terms of visually as well as auditorily. Before I go there, since that’s a whole other ball of wax, I love that technique there associated with having peers review each other because they…and sometimes they may have something they’ve been wanting to say for months, “That thing has been annoying me…”

Diane DiResta
Well, we don’t do it that way.

Pete Mockaitis
Certainly. I’m sure it’s constructive and uplifting and positive and useful and so forth. So, that’s great right there in terms of a great way to get feedback because I think, a lot of times, we don’t even see that stuff because we’re just so accustomed to it. Sometimes I don’t even see my own mess in the house if it’s been there for a long time, it’s like, “Oh, yeah, I guess there’s no reason whatsoever for that thing to be hanging out there.” But someone else coming in will say, if we’re good friends, like, “What’s up with that random thing shoved in the corner?”

Diane DiResta
Exactly. Well, I had another client and I had done a similar workshop for them, and then they got a new CEO, and the HR person contacted me and said, “Listen, I want you to talk to his assistant because the way he’s showing up, he really needs your training.” So, I worked with him and he said, “You talk away. Tell me what I need. I don’t have the equipment. I don’t know about my backdrop.” And he had a backdrop that he created, and I said, “No, that doesn’t work for you. Let’s come up with something else.” And, afterwards, the next day, or the next week, his assistant called me and said, “Wow, I really see a difference.” So, it really is skill-based. People don’t know, a lot of times, what they need to do and they don’t know how they’re coming across. And so, that’s where I come in.

Pete Mockaitis
Absolutely. And, actually, to also follow up on the point you brought up at the beginning, it’s skill-based. And if you are senior, you may very well have people that are handling all things for you, and so you need that skill and it could really be a blind spot. So, great that we’re shining a spotlight on that right now. But, now, I got to hear, if this person made the time to construct their own background but it wasn’t working for them, what makes a background bad?

Diane DiResta
Well, here’s the thing. He didn’t construct it, it was one of those backgrounds that you can download, and it looked like it had flipcharts on the floor, and I said, “It doesn’t look right. Let’s take it out.” In fact, when he had no backdrop and he was in a regular office, that actually looked better. So, he just needed the feedback.

Pete Mockaitis
Sure. Okay. So, yes, there could be any number of reasons why something doesn’t fit. And maybe flipcharts on the floor, I don’t know, if you’re a design-thinking coach, it might be perfect, like, “Oh, that really gives me a creative space.”

Diane DiResta
Yes, but not for CEO.

Pete Mockaitis
Right.

Diane DiResta
It did not communicate his brand and his level. So, again, I tell people, “Be strategic. How do you want to be perceived? Because you have the power, you have the control over how people are going to perceive you by how you show up.” And we all know the studies about the visual and the impact and it takes seven seconds or less to make a first impression. And, boom, as soon as you turn on the camera, they see that and that’s their first impression, so make it positive. Make it powerful.

Pete Mockaitis
Well, we talked about sort of the visual components here. I’d love to talk about audio, and I’m going to try not to dork out too hard here because I’m pretty intense about this. Well, Diane, you’ve seen the booking process. The choices are, “Are you going to be in a professional studio or should I send you a headset?” Those are the only two choices.

And you can debate what constitutes professional in terms of audio, but that is my experience, that if something is unpleasant to hear, well, one, there’s those associations again. It’s like, “Hmm, I just don’t like the feeling of you talking.” Like, you don’t want that associated with you just because of a bad microphone.

Diane DiResta
True.

Pete Mockaitis
And, two, I’ve got hard data from podcast listeners. Bad or even a little bit worse than mediocre, so like maybe slightly disappointing audio quality, results in lower engagement. People just tune out and stop listening earlier – I’ve got hard numbers on this – when the sound is lame. So, tell us, how do we make sound not lame?

Diane DiResta
Well, you’re exactly right. If you have to air, people will forgive you, let’s say, on YouTube if your lighting isn’t great but not the audio. The audio is really key. So, how do you make your sound good? The first thing is the worst kind of sound is when you talk directly to the computer because it sounds tinny. And I know when I see these new shows and they bring in experts and they’re talking to their computers; it’s irritating for me to listen to.

Pete Mockaitis
Now, do you mean the computer’s internal microphone, talking to the computer?

Diane DiResta
Yes. In other words, you don’t have any external mic. You’re just talking to the internal mic and it’s tinny. It’s not the best quality. So, at the very lowest level, put in some earbuds. I’ve used them, they work really well. Get an external mic. The Yeti is one of the top-level mics. And, again, when you have microphones and you test them, it’ll be much more effective. You can also use a headset, and Logitech is a good brand. I actually was on a very high-level podcast, and this podcast host required a certain headset.

Pete Mockaitis
John Lee Dumas, the Logitech H390.

Diane DiResta
Yes. Yes. Yes. Entrepreneurs on Fire. It’s John Lee Dumas, yes, and he actually tells you which one to get. And I got it. And I don’t use it that often because, it was interesting, in my network group today, a question came up, “What about headsets and executive presence?” And I thought about it and said, “You know, it depends on your level. I would not recommend someone at a high level, at the senior level, to be wearing a headset. It just doesn’t look like an executive. But, at other levels, it’s appropriate. It really depends on the venue, the culture of your company.” But headsets are good because they have the built-in mic, you don’t have to worry about anything. It’s all there. So, it depends on what you like. If you’re a podcaster, headsets are the best. Usually the best choice.

[15:50]

Pete Mockaitis
Well, yeah, it’s sort of like, in our world, so we send headsets to guests because, it’s like, “Hey, we’re only recording the audio so it doesn’t matter to listeners what you look like and it doesn’t matter to me.” You look great with your backdrop there. That’s really lovely.

Diane DiResta
Thank you.

Pete Mockaitis
So, I think that’s great. I will make a shoutout. We’ve spent dozens of hours testing many, many headsets and we love the Sennheiser or IMPACT EPOS SC30 or 60 in terms of bang for the buck, in terms of mic quality. Not the most comfortable or durable or best headphones, but, darn it, for a great-sounding mic at a great price, that’s, I think, the best game in town.

And I got to comment on the Yeti, and I think the key to using that well, and please chime in, Diane, if you’ve got some perspectives on this, is that you want to set it to the cardioid pickup pattern and speak pretty close to it and have enough stuff in the room so it’s not super echoey because I’ve seen a Yeti in a closet is a dream come true, a yeti in an empty room is echoey and unpleasant.

Diane DiResta
Yes, there is the acoustics factor and there are certain microphones that are unidimensional or multidimensional, and you need to know which they are so that you can speak differently. So, there are certain microphones where you speak right to the head, and there are others that are standup and you speak to the side of the mic, depending on which kind of microphone it is.

Pete Mockaitis
Totally. So, I think that’s great. And that notion of just stepping into your thought process is excellent in terms of thinking about the headset and the presence and the impression that that gives. I can totally see what you’re saying with regard to if you are a CEO or a senior executive, a headset kind of makes you think call center, like, “Wait a minute. That doesn’t feel quite right.”

But then, again, if you are an analyst, I’m thinking about like with Jack Bauer, CTU, the 24 TV series, like CIA analysts who are like fighting terrorism and using computers and being brilliant at them. That can kind of fit in terms of, “Oh, look at you. You’re a hardcore and you don’t have time to waste. You’re going to be clear and get right back to coming up with brilliant insights from your analysis.”

Diane DiResta
It goes back to your style, the culture, what you’re trying to communicate.

Pete Mockaitis
Totally. That’s cool. Okay. Well, we’ve got a lot of great tips here. Let’s talk more about maybe sort of like mindset or thought process or key questions to go through because we can get the particulars in terms of what’s a great background and what’s a great meeting platform, software, and what’s a great microphone. I just want to hear about how we should go about thinking through these questions to make the perfect choices for ourselves.

Diane DiResta
Well, the first thing, is people are not familiar with the technology, and there are so many different platforms. There’s Zoom, there’s Teams, there’s Google Meet, there’s WebEx, and so you need to know which one you’re on and get familiar with it. And, in fact, I went to a seminar that was virtual court, yeah, the virtual courtroom. It was for lawyers but I thought it’d be very interesting.

And one of the things that they said, the judge said, is, “We offer jurors, or people coming for hearings, the day before, to meet with a court officer who will train them and take them through the process.” That’s really important because, too often, people are on mute, and people don’t know it. And, in fact, there’s a coffee mug I’ve seen, it says, “You’re on mute,” and I think that is brilliant because it happens on every call. So, you need to get familiar with the technology. You need some help.

One of the worse situations, there was a professor recently, and he was giving a lecture and it was really interesting, but he started out and he didn’t even know he was on mute. And because there was no video, they were trying to let him know, and it took a while. And then, finally, “Oh, the wife is coming. She knows technology.” And then he said, “Well, you know, I’m a technophobe.” You’ve got to be prepared. You can’t let that kind of thing happen. So, that’s really key.

Pete Mockaitis
That’s true. Either you got to have the skills or you have to have a team immediately available whenever the situation calls for it.

Diane DiResta
And even then, things can go wrong.

Pete Mockaitis
Oh, sure. You’re talking about virtual court, we’re just going to have to link to this because it’s the funniest thing I think I’ve seen this year. Have you seen the cat?

Diane DiResta
Are you talking about, “I’m not a cat”? Yes.

Pete Mockaitis
Oh, my gosh.

Diane DiResta
I blogged about that and I said the same thing, it’s like, “Get there early. Test it out.” Because that so embarrassing and it was funny but it was embarrassing. So, we don’t ever want to be at a position. For those of you who don’t know what we’re talking about, there was a viral video, there was a lawyer in court, and he couldn’t get his video to work except for an animated cat. So, every time he spoke, it was his voice through this cat. And the judge was saying, “Well, check your filters,” and he still couldn’t get it to stop. And that’s an embarrassment, you don’t want that to happen on the job.

Pete Mockaitis
“Oh, I’m here live, judge. I’m not a cat.” And it’s the funniest thing I have seen, thus far, in 2021, so do yourself some favor and pull that up.

Diane DiResta
I will tell you, one of the things that people don’t realize is, and this is my rant, the talking head is dead. Truly, the talking head is dead. So, if you think you’re going to come online and lecture, you’re not going to be successful. People will tune you out. So, I talk about the two Es which are very different in the virtual world, and that’s eye contact and engagement.

Eye contact, when I coach people in the 3D world, I tell them, “Look at one person at a time and spread it around so you’re looking at the whole audience.” The reverse is true online. You want to look directly at the lens of your camera. Now this is hard because it’s like having a satellite interview. So, here’s what I do.

When I’m speaking, I look at the lens. When you’re speaking, I look at you so I can catch the nonverbals. But if I don’t look at the lens when I’m speaking, I’m not making a direct eye connection. The second thing is I always encourage people to start out with interaction. A poll is great or a question where they respond in the chat.

Because if you don’t do that and if you don’t engage them immediately, they’re on their phones, they’re going through their papers, they’re doing other things because they think they can just flip you on and listen as if it was on an ongoing webinar. So, don’t do a slide show where you’re just a voiceover slides because you will not have an audience paying attention. So, those are key.

Pete Mockaitis
Yeah, that is big. And that’s a great point on the eye contact with regards to just getting into that habit in terms of, “Now, I’m looking at the lens, and now I’m looking at you.” And I’m sure, someday, one of these tech people are going to make a lens inside a screen so that…

Diane DiResta
It’s happening. I think it might be Invidia. It’s already happening but it’s not going to be available for us, but, eventually, it will.

Pete Mockaitis
Yeah. So, here we are and I think that’s a good point with regard to conscientiously choosing that because it makes an impact in terms of, like, “I have a different feeling when you are looking right at the lens and I’m seeing you do that than the reverse, even though it’s so weird that we are not actually able to both make eye contact with each other at the same time.”

Diane DiResta
I know. And that’s one of the downfalls of the virtual world. But just think of yourself almost as a broadcaster or an actor, and you’re talking to the camera, and I can see you, I cannot see your face but I see you there in my peripheral vision. But, now, when you talk, I’m going to look at you.

Pete Mockaitis
Yeah, that’s great.

Diane DiResta
And that’s what I do these days.

Pete Mockaitis
That’s great. Well, let’s talk about the engagement piece in terms of interactive, a poll. I would love for you to just rapid-fire share your favorite tips, tactics, tricks, brainstorms on how to engage virtually. I think a poll is great. What are some other ways you can do that?

Diane DiResta
Well, it depends on your platform. Some are more robust than others. I have the enterprise version of Zoom, and you can do a lot of things. So, polls are great. It can be a question-and-answer, a one-word or a sentence response, or it could be multiple choice. What’s great about polls is they’re fun because we can see them in the moment.

One of the things I do after a presentation is I raffle off a digital copy of my book Knockout Presentations. And the way I do that is there’s a virtual wheel, and I input everybody’s name before the presentation, and then I go to that wheel and spin it so they can see it and they can see their name, the spindle landing on their name, and it’s a lot of fun. It keeps people engaged and it also keeps them engaged to the end because they know that they’re going to get a prize. So, you have to have something at the end that they’re looking forward to.

There are some other ways that you can engage people. And, of course, we have breakout rooms, in that way people are getting into small pods and they’re talking to each other which is great. I love some of the icons, the hand raising. Now, you can do this a couple of ways. One with the icon or you can just have people raise their hand for a visual aid.

Sometimes when you need an icebreaker, if you see there’s a lull in the conversation, what you can do, I have a friend who does fabulous footwear, she’ll say, “All right, everybody, take off your shoe and hold it up and let’s see who has the most interesting shoe.” And, again, that can be something fun. You can use music. And I like to do something called square dancing when I want to get energy going. And so, you put on the music, you crank it up, and then people start dancing in their squares. And, again, people are moving to the music.

Pete Mockaitis
Yeah, that’s kind of fun to watch in the gallery view, everyone moving at the same time. Okay.

Diane DiResta
Yes. Now, of course, if you’re talking to an investor, you’re not going to use that technique, but it depends. Now, here’s something that is a lot of fun. It’s an investment because you have to pay for this. But you can go online and download software games such as Jeopardy, Wheel of Fortune, and Let’s Make a Deal, whatever those are. And then you can use them as part of your learning.

So, let’s say you’re doing sales training. Instead of the typical lecture and who has the answer, you can have two teams and you can input different answers beforehand and then you call in the team, they give you an answer, and either they get it or they don’t. So, it’s a lot of fun and it’s very engaging.

Pete Mockaitis
Oh, that is cool.

Diane DiResta
So, some of the software games are fun.

Pete Mockaitis
Well, I love to zoom in on a couple of these in particular. So, software games, there’s a training company that does this. Is there one in particular that you can mention here?

Diane DiResta
The Training Arcade.

Pete Mockaitis
Oh, The Training Arcade. Okay. So, they have like a Jeopardy piece over there. Okay. Excellent.

Diane DiResta
You can download them. You’re going to pay for them but it’s worth it if you have a lot of people. So, I would say, if your goal is to train or to have fun or to motivate, if you’re in a sales culture, a training culture, you might want to do that.

Pete Mockaitis
Okay. Excellent. And then your little spinney piece.

Diane DiResta
The spinning wheel?

Pete Mockaitis
What was that?

Diane DiResta
That is called WheelofNames.com.

Pete Mockaitis
Wheel of Names. Okay. Very cool.

Diane DiResta
And what you do is you input the names in advance. So, let’s say I have 20 people who are coming, I would put those 20 names in. And then, when I was ready, I would go to that page online and I would start spinning. It’s so much fun.

Pete Mockaitis
And I think that’s so cool, it’s that just the ability to share your screen enables tons of things to be possible. And this is very rudimentary, but I remember when I have my mastermind meetings with my fellow podcasters, who are awesome, everyone has been on the show and vice versa as it should be with the mastermind, we have…even just someone having the notes and the timer, and then sharing that screen so we’re looking at the notes and the timer, makes it more engaging than, hey, we’re just kind of talking.

So, those little things can make a world of difference even when it’s nothing fancy at all.

Diane DiResta
Using a whiteboard and actually drawing in real time. You see, here’s the thing with the brain. Every time you do something different, it stimulates attention. So, even the act of going to share your screen to show a document, people are, “It’s something new.” They’re going to go and look.

Pete Mockaitis
Great point. It just feels good to task-switch or multitask, even though that has its perils, which we’ve discussed several times. So, too, the switching it up feels good in that way. And I’m thinking about, I think, Miro – hey, they were a sponsor once, they’re awesome – has a lot of cool ways to like whiteboard and engage interactively there.

And I’m also thinking about even just like a Google Sheets. We’ve had some moments where it’s like, “Okay, guys. We’ve all talked about these options and now it’s time for us to, each on our sheet, rank or rate how well we think each of these options hits each of these criteria.” And then there’s sort of a top-level sheet that summarizes.

And, sure enough, I find that supremely engaging because my heart is stomping and I’m kind of wondering, “What number are they putting? What number am I putting? Should I check what number they’re putting? No, Pete, don’t be like the Olympic judge. Stand by your own opinions. Don’t sneak a peek.” It’s like, “I wonder if the one I’m supporting is going to be the winner.” Anyways.

Diane DiResta
Yeah. And, also, video clips. You can show a quick video clip that everybody watches and then can comment on. So, there are a number of ways you can do this. You can actually have people write their responses in the chat or you can open up the mics. Call on someone and say, “Let’s hear your voice,” because people want to talk. They want to hear their own voice. So, a number of techniques help to engage.

Pete Mockaitis
That’s good.

Diane DiResta
So, the more variety, the better.

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

Diane DiResta
I would say a couple of things. People don’t realize that this is a skill. And I always say that gifted speakers are born but effective speakers are made. So, make a commitment to learn these skills because, years ago, I used to say that tomorrow’s speakers would need broadcasting skills, and we are here. We are way beyond that. So, you need to start thinking of yourself as a broadcaster, not just a speaker presenter.

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

Diane DiResta
The quote that I put in my high school yearbook, which is, “A quitter never wins. A winner never quits.”

Pete Mockaitis
Thank you. And a favorite study or a piece of research?

Diane DiResta
I like some of the research that’s coming out about women. The one I read recently was, you know, the belief that women are talkers, and yet when they show research, I believe it was Harvard or Stanford, women actually talk less than men do in meetings. So, it really blew away a stereotype.

Pete Mockaitis
And a favorite book?

Diane DiResta
The Science of Mind and Think and Grow Rich. The Science of Mind is a huge textbook-like book by Ernest Holmes but it’s all about spiritual, mental training which really helps people understand the power they have when they use the power of their mind.

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

Diane DiResta
A favorite tool. I love Zoom. I use Zoom all the time.

Pete Mockaitis
And a favorite habit?

Diane DiResta
I don’t know if it’s a favorite habit but I have a habit of getting up early now, and that makes a big difference in my productivity. I get up at 5:30 in the morning. To me, that’s early. And that allows me to create certain rituals, so prayers, affirmation, and I read one page of something spiritual before I look at my phone.

Pete Mockaitis
And is there a particular nugget you share that seems to connect and resonate and get quoted back to you frequently?

Diane DiResta
What I said earlier, that gifted speakers are born and effective speakers are made.

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

Diane DiResta
The best place is my website DiResta.com. And I want to tell people that I’m going to be starting a group coaching for women, for women business professionals so that they can feel more confident and have the support of a group as well as work with me in a coaching capacity. So, that’s coming up. If you would like to learn more about that, send me an email through DiResta.com. And you can also get my book Knockout Presentations on Amazon or any of the online stores.

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

Diane DiResta
The final challenge is commit to being a good communicator. I don’t think there’s any skill that’s more impactful or important than communication. It doesn’t matter how technically proficient you are or how smart you are, you need to be able to be a good communicator. So, make a commitment. And make a commitment to be able to do that on a virtual platform because this is not going away.

Pete Mockaitis
All right. Diane, this has been a treat. Thank you and I wish you lots of luck with all presentations, virtual and in person.

Diane DiResta
Thank you. And I wish you success on the platform of life and may all your presentations be a knockout.