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Communication

1153: How to Confidently Negotiate for What You Want with Attia Qureshi

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Attia Qureshi shares simple techniques to build up your negotiating skills, one step at a time.

You’ll Learn

  1. How to take the fear and tension out of negotiating
  2. The simple trick to arrive at more win-win solutions
  3. How to feel comfortable making big asks and saying no

About Attia

Attia Qureshi is a negotiation and influence expert, former MIT faculty member, adjunct professor at the University of Michigan, and the founder of Attia Qureshi Consulting — where she has spent two decades helping leaders, teams, and organizations negotiate better outcomes in every room they walk into. Her work spans Fortune 500 boardrooms, university classrooms, and conflict zones around the world, where she has negotiated on behalf of the U.S. State Department in some of the most complex environments imaginable.

Resources Mentioned

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Pete Mockaitis
Attia, welcome!

Attia Qureshi
Thanks so much for having me. I’m delighted to be here.

Pete Mockaitis
Well, I’m glad to never settle, so I think we’ll get a lot of valuable insights here. Could you maybe kick us off? You’ve had some fun projects working with the FBI and the US Department of State. Could you perhaps no pressure, open us up with a thrilling high-stakes tale of persuasion, negotiation in action?

Attia Qureshi
So I’ll tell you about when I was in Colombia. The State Department had sent me to Colombia to get farmers to move away from growing cocaine to growing other crops like oranges. And this is a really hard sell because the cartel will come pick up the cocaine, hand you money, you can grow it on a small plot of land, and the cycle continues. They get money really easily, they don’t have to work with anyone else, and the cartel just comes and hands them cash.

But the problem is that, every decade or so, the cartel would come in and gun down the entire village. And so, while it was easy money and easy growing, the threat of violence was real. So they had an incentive to transition away. And I was at my eighth cooperative, it was 110 degrees, we were outside in a pavilion, and I have 40 middle-aged Colombian men looking at me completely unimpressed.

And they’re like, “Who is this young minority American woman who has helicoptered in to help us?” And so I start talking and, all of a sudden, out of nowhere, as soon as I’m getting started, there’s this guy in the back, and he opens up a case and out flies a drone. And it’s buzzing and the propellers are completely covering up the sound of me speaking. And I’m like, “What the heck is going on?”

So I paused for a second, and I had a translator and kind of an in-country handler with me. And I pull her aside, and I’m like, “What is happening here, Gabby?” And she was like, “Oh, well, he’s actually the co-op, he runs the cooperative, and he is also a mid-level cartel boss.”

And so what he does is at every cooperative meeting, he brings this drone, starts flying it around, telling the cooperative they’re going to get rich, from the drone, never explaining how, and distracts them so they keep growing the coca, which is benefiting him and the cartel, and never transitioning to another crop.

And so I have to do a little bit of self-work in that moment because I freeze for a second. I am a little bit scared, maybe a little bit more than scared. And I don’t know how to progress forward.

But then I take a deep breath, and that’s what I try to do every time I feel myself freeze in these types of situations, and I breathe out slowly because it reminds my parasympathetic nervous system, “I’m not under attack.” We have that fight and flight response.

So I take a deep breath. And then I have to rethink about, “Why am I here? I am here to help these farmers. I can help these farmers.” And, to be honest, someone has to stand up to this guy because these farmers don’t have the capacity, the security, any of it to do it.

So I look him straight in the eye as he starts his drone up again, and I say, “No.” And everybody freezes and everybody looks at me. Their mouths are open and they’re waiting to see what happens. And he tries to argue with me, and I’m like, “No, we have set ground rules. We have set norms for how we are going to have this conversation. If you want to participate in that way, you’re welcome to, otherwise I’m going to have to ask you to leave.”

And he leaves. And there’s this palpable sigh of relief in that moment. And, all of a sudden, everyone opens up, and they start engaging with the process and talking to me about how they might possibly transition to oranges, and what a business model looks like, and how they can get it to market, and who’s going to be responsible.

And so what we do is create a business plan for them and a process for how they’re going to operate over the next year. And they all sign it and the cooperative is still functioning and actually growing oranges and using that today.

But in that moment, there was a lot of pieces that I had to pull in for my own training. And, luckily, I have the muscle memory from building those skills where I was able to conquer that fear and work through that process.

Pete Mockaitis
Okay. Wow! So, takeaways, if there’s a cartel operator with a drone, you tell him no, and that works. I mean, what’s spooky is if you think of it in TV world, he leaves and comes back with a scary crew.

Attia Qureshi
Yeah, and weapons.

Pete Mockaitis
Yeah. And so I don’t know if you and the others were in fear of that very outcome in the moment.

Attia Qureshi
I will have to tell you that, so I was there with a cooperative for a couple of hours. In the moment, I wasn’t worried about him coming back with weapons, but to be honest, I was very worried for the next couple of days that he would find me in the town that I was staying in because it was very close by, and then just be like, you know, “I’m going to take care of her.”

Pete Mockaitis

Yeah. Okay. Well, yes. So, indeed, it does take something strong, trained, powerful within to go there. How do we pull that off?

Attia Qureshi

So everyone thinks that negotiation and confidence, not everyone, but a lot of people think negotiation and confidence is innate, that we’re born with it. And that is absolutely not true. It’s a skill that we have to develop over time and build, just like athletes and musicians build and become great at their vocation. The same thing with negotiation.

So I have built that skill and I’ve had time over the last decade to do it, but we have to treat it as a performance skill. We have to break it down into the smallest pieces and practice exercises in our daily life, in low-stakes environments, to get to that point where the muscle memory kicks in.

Pete Mockaitis
Okay. Well, what are the key skills that build up to become negotiation persuasion?

Attia Qureshi
Okay, great question because I want to talk about a few of those. The first one I’d say is the internal negotiation, the one you have with yourself, which a lot of us are failing at, and it’s what makes us quit before we even get started. And then we have understanding their perspective, data, and the ability to say no.

So I’d love to start with the internal negotiation because I think that is one of the most important ones because unless we are grounded and secure and firm in making an ask, and feeling comfortable going in and making that ask, and having a framework for how we want to do that, a lot of us feel like we’re going to fail before we even start.

We see it as something to avoid or something that we have to conquer because in movies, everyone is sitting across the table from each other, banging on the table, trying to hash it out, and it’s, you know, eat or be eaten type of situation, but that’s not how it has to be.

Pete Mockaitis
Okay. Well, to become comfortable at making the ask, is that really possible? I imagine that it would be uncomfortable, but you could do it anyway? But tell us, paint a picture there.

Attia Qureshi

So I’ll give you a little bit of a backstory for me. I grew up as a child of immigrants, and my parents were really great at being liked and building relationships, which we talk about as something fundamental to negotiation success, but they were terrible at making an ask. And my dad’s whole mantra growing up as a kid was, “Don’t rock the boat.” So I was initially very passive, but then I was bullied really severely in fifth grade.

There was a girl, Bethany. And Bethany had decided that I shouldn’t have any friends. So I sat in the lunchroom alone and I escaped to the classroom because it was so cavernous and lonely. And she had convinced my teacher I did that because I was shy. And so it was a heartbreaking year, but a really important lesson for me and the power of influence.

So I had the opportunity for a fresh start. We moved after fifth grade, and I decided not this time. I developed a really hard shell, an exoskeleton around myself where I was great at kind of faking it till I made it. I would assert a position, refuse to budge an inch and threaten to walk away, which is very positional negotiation. It’s the idea of that table and hammering it out and, you know, “Either I win or you win.”

And that had some success in the moment, but it had really terrible long-term consequences of having any relationships that lasted or wanted repeat interactions. So I went from the one side of avoiding completely to the other side of seeing it as something I had to conquer and dominate.

And then I was sitting in my co-author’s Power and Negotiation class at MIT a decade ago, and he said something that changed my world. He said I could get more out of a negotiation if I shared my interests, but also cared about their interests and built a strong relational foundation in which to work together.

And I was amazed because I realized I didn’t have to be that scared little girl inside. There was this middle ground that I call relational negotiation, or others called principled negotiation, where I could build a relationship, and we could have repeat interactions, and I could create more value, tangible value for both of us through this process.

And so to your question, “Can we change?” Yes. And I think this relational negotiation path is a way that makes a lot of us feel better about how we might enter into the negotiation because it doesn’t have to be the avoidant or the conquering.

Pete Mockaitis

Well, that sounds super. Can you share with us some best practices for doing that?

Attia Qureshi

So the first thing I would say is on the relationship side. People can always help you, it just depends on if they want to or not. So it’s a great practice to make sure that, around you, for the people that you interact with regularly, at work, at home, in your life, do you have a good foundational relationship with them?

And if there are areas where you can improve it, I like the idea of the technique reciprocity. Take them something small. Take them their favorite coffee. Take them a sweet treat. Take them, you know, tickets that you’re not going to use to some event. Anything small, it doesn’t have to cost you much, but it’s thoughtful for something they would like.

And the idea of reciprocity studies, I’ve found, is that it’s hardwired in us that we want to return a gift or a favor. So, at some point, they will want to return that to you. So what you’re doing is creating a virtuous cycle of improving the relationship so that, if down the road, you have an ask, they’re going to be much more likely to respond to it than they would if you have a negative or even neutral relationship.

But there are two caveats, because some people ask, “Well, what’s the difference between manipulation and influence?” And influences, in my perspective, it’s anytime you are trying to improve the situation for both parties, and if they found out what you were doing, they wouldn’t really care.

So improving the relationship without an expectation of anything in return is pretty great for both parties. But if you’re doing something that is trying to take something from the other party or is going to impact them in any negative way, that is what I would classify as manipulation.

Pete Mockaitis
Okay. So when you give something, it can be a manipulation if you’re trying to take something?

Attia Qureshi
Yeah, I mean, think about the idea of quid pro quo. Let’s say I buy you lunch and then I immediately ask you for something, that feels yuck. Like, “Come on, I know exactly what you’re doing here.” If I buy you lunch and I just want to do it because I want to improve our relationship, great. Then that’s just in itself, the whole goal is to improve the relationship. Maybe I might have an ask in a month or six months or a year, but that’s not my goal.

Pete Mockaitis
Yeah, I hear you. Like, if you’re scheming, it does have a different feel. And, especially, if it’s very clear that you’re scheming. Understood. And we had Bob Cialdini on the show, who was fantastic. I see he endorsed your book. Perfect Choice.

Attia Qureshi
So good. Yeah.

Pete Mockaitis
And we talked about reciprocity. And I remember it’s in the book he had, Influence: Science and Practice, maybe it was a previous version. He mentioned the phrase, “I know you’d do the same for me.” Like, don’t say, “It was nothing.” He was like, “I know you’d do the same for me.” And it’s funny. It’s, like, do you have any alternatives to that phrase you like?

Attia Qureshi
I really like to say, “Oh, it’s really my pleasure,” because I think that I don’t necessarily have to point out that they would do the same for me because, from what I’ve read, which Cialdini has done an amazing job on the research of this, it is hardwired.

So I think that they automatically have that feeling, and I want them to feel that I’m trying to do it graciously and I want to do it for them. And I think that makes people even more interested in reciprocating and responding.

Pete Mockaitis
Well, I like that a lot because it’s true, because it really is a pleasure to give someone something that they appreciate. It just feels good. People helping people and it’s gracious. It’s win, win, win. Okay.

Attia Qureshi
Yes, exactly.

Pete Mockaitis
Well, you’ve got a number of favorite negotiation exercises. I suppose, in your language, the small acts of kindness triggering reciprocity is what you might call a lemonade technique. But tell us about some of the others, like the best, fine, worst outcome exercise.

Attia Qureshi
So this goes back to the internal negotiation. And there are two things I want to talk about when it comes to exercises there. The first, we can talk about the best, fine, and worst negotiation outcomes.

So a lot of us have some sort of fear when it comes to entering into a negotiation. That’s what often stops us before we even get started or makes us freeze in the moment. And what you can do is, actually, in your head, close your eyes and think of, “What is the worst-case scenario here? Truly, like, what is actually the worst case scenario?” Then, “What is the moderate fine outcome? And what is the best case scenario?”

Because what you’re doing when you think through those, especially the worst-case scenario, is you’re inoculating yourself as you mentally think about that scenario to the fear around it and the worry of the feelings that come up with it.

And then I ask myself, when I look at those scenarios, “What is actually likely?  What is true here?” Because, then, we can start actually assessing, “What is our fear mentality that’s driving us?” versus, logically, rationally, once we diminish some of that fear and anxiety, “What do we actually think is going to happen? Likely, it’s going to be either the fine outcome or the best outcome.

Pete Mockaitis

You know, I found that super handy. And I’m thinking about one negotiation I had, it was high stakes, and I was practicing with another negotiation guru, Kwame Christian, he’s been on the show a couple of times.

And it was fun on a couple of dimensions with this approach because, one, he had us do a role play. But I was role-playing my counterpart, and he was saying, I guess, what I was going to say. And it was a cool change of perspective because it’s, like, “Hey, you know what? What you’re saying is actually pretty reasonable.”

Whereas, I thought, “Oh, he’s never going to go for this. I don’t know. Oh, maybe I feel like I’m pushing too hard.” And it was like, “Oh, no, what you’re saying makes sense. And I kind of like the offer that you’re putting out there,” just as I am playing that role there. So that helped me get recalibrated to what is likely. And, indeed, that is roughly where we landed at the end of the day. So that was really cool. An eye-opener.

As well as the worst outcome. I’m thinking often I’m a bit of a people-pleaser, and we always talk about, you know, these sorts of things. Well, there’s the outcome, the money on the table, or whatever. And then there’s the relationship. And I can often be too interested in the relationship, just out of people-pleasing tendencies.

And then I really thought to myself, “You know what? If I got a great…” in this particular instance, “If I got a great outcome, but the absolute worst-case scenario is every time that person heard my name in any context ever, for the rest of his life, he screamed, ‘I hate that guy, Pete Mockaitis,’” which is totally unrealistic. I’ve never encountered any human in any context who’s done that.

But it’s like, “Even if that were the relationship damage, I’d be okay with it in this specific instance,” usually I’m not at all. And that really was handy. I wasn’t using your language, but that is a nice systematic way to cover those bases, “Well, how can I get a sense of what’s likely?” “Well, what really is the worst outcome?” “Oh, that’s actually not so bad after all.”

Attia Qureshi

Yeah, I love that. And I love practicing it with someone else and doing the live role play. That’s leveling up the skill because now you’re actually saying the words out loud and working through. And that’s even more powerful when you say it out loud, which, actually, I want to touch upon the next skill that I was thinking of, because it goes to that idea of people-pleasing, which is using an emotion label.

So we have a lot of these feelings. A lot of people feel like they are people-pleasers, that they have a hard time on the relational side. A lot of people are avoiders. They don’t want to interact with that at all because they don’t know how to respond. They feel like they’re going to freeze.

Some people are worried that it’s going to turn into a high-conflict situation and they don’t like that high-conflict stress. So what we’ve developed is an emotion wheel. And what you can do is start looking at the wheel, because sometimes we don’t know what the feelings are, not in detail.

So we start with six really simple emotions in the center, and we get more detailed as we go out. And the power in this is looking at the emotion wheel, thinking through, “What am I feeling?” Look at the whole thing and identify as many feelings as possible. And you want to write them down.

And then you want to say them out loud. And what I do, if I can, is I say them over and over again, because studies have shown, like MRI, brain studies have shown that when we do that, and we say them out loud, the feeling diminishes, and our rational brain gets re-triggered.

So our parasympathetic nervous system and our prefrontal cortex, all of a sudden, get re-triggered and we become more rational when we do that. So if I’m worried, you know, I had a big client conversation, a negotiation I had to have with a longstanding client. I’ve been working with them for five or six years now.

And I hate having the contract conversation. I absolutely hate it because I love the relationship so much and we’ve been working together for so long. And I recognized that I had avoided it for a day. I had avoided it for a week. And, finally, I was looking at my to-do list, and I was like, “Okay, I am afraid of damaging the relationship. I am afraid. I am afraid. I am afraid. I am afraid.”

And that helped me lessen that fear in my body, re-trigger my prefrontal cortex, and take the step to email them, saying, “Hey, can we chat about this?”

Pete Mockaitis
And what happened?

Attia Qureshi
Well, if we think about the best, worst, and neutral-case scenario, it went exactly as I expected. I made an ask, they countered, and we agreed upon something totally reasonable.

Pete Mockaitis
Yeah, that’s great. That’s great. I’m reminded, we had on the show, Dr. Steven Hayes, who is famous for creating acceptance and commitment therapy. And I think he calls this notion defusion, is that if you say the word again and again, and it could be an internal dialogue, you made a mistake, you feel like an idiot, you think, “Idiot. Idiot. Idiot. Idiot,” or, “Afraid. Afraid. Afraid.”

It just kind of loses its oomph, its emotional charge and power. And then “Afraid,” or, “Idiot” just becomes…it’s just a word, it’s like, “All right. So, yeah, afraid. That’s a thing. That’s a word. It’s there.” But it’s not in charge, pulling the strings, calling the shots.

Attia Qureshi
I love that. I might start using that terminology because I really like it.

Pete Mockaitis
Oh, yeah. Well, he’s great, check him out, Dr. Stephen Hayes. Okay. Well, let’s hear also about the say their name technique.

Attia Qureshi

So this goes back to relationship-building, and sometimes people say, “Well, there are people that I interact with one time, right? Like, that’s just a one time interaction.” And, for me, let’s think about the airline agent because it’s a perfect example of when we feel high stress, flights are canceled, flights are delayed, we’re stuck somewhere, we’ve got to get to work, we have kids at home, whatever it is.

And we have been standing in line for 20 minutes, which is already making us really frustrated. We get to the front of the line, and this is happening, obviously, to a lot of other people. We can either vent our frustration or we can take a moment, and this is, I’ll get to say their name, but this is another skill of having a little bit of empathy toward what they’re facing.

Like, if we can pause and take that breath, and we know our interests, but can we understand what theirs are? Which, in that moment, they’ve probably been yelled at for the last hour. They probably want to just have a breather. They want to be treated like a human being, and they want someone to just talk to them calmly and see if they can figure out, because they’re fundamentally there to help them.

So understanding those interests, taking a breath. And then what I like to do is I look at their name tag, and I had this happen to me when I was going to Charleston for work, and I said, “Hey, Regina, it seems like this is a really bad travel day.”

So I used her name and I also just picked up on what I noticed going on in the environment because she had had a huge line of people, and I’d been waiting for a while. And she took a deep breath and was like, “Ah, yes, it has been one of the worst travel days of the year.”

And what I did was, instead of her furiously typing and looking at the screen, she made eye contact with me and paused for a second, and we recognized each other as humans. And that small connection, when I then went on to explain my situation, made her feel just slightly more invested in helping me.

And she did figure out, rather than getting to Charleston at noon the next day on a Monday, and I would have missed the entire opening of a conference, she got me there by midnight. And she didn’t have to go out, like no one has to go out of their way to help you. They don’t. It’s kind of their choice on how much effort they’re willing to put in.

And so using someone’s name triggers something deep within them that makes you connect to them on a human level. And so it’s a way to get to the top of their attention list, make that connection, and then it really helps open up the way for your negotiation.

Pete Mockaitis

And I’m intrigued, Attia, there’s often – we’re using names, right? You’re teaching me already.

Attia Qureshi

You’re doing great.

Pete Mockaitis

This notion that they can always help you, I think that’s generally true in terms of humans, professionals, friends, colleagues, acquaintances interacting, and living life. In a particular customer service scenario, I am wondering, though, is they’ll say, you know, “That’s the policy. This is all that we can do.”

And, well, now you got me wondering, it’s like, “Is it really the policy? Is that really all they can do? Or do they, in fact, have more capacity to help me?”

Attia Qureshi

I have almost always found, I can’t think back to a time where someone was incredibly rigid with me, that there’s somewhere else we can go with the conversation. Sometimes they are at their limit, but they can usually call someone who can expand the options.

So if they are being really firm about the policy, then I would say that was ineffective influence because they don’t want to help you anymore. But if they open up the options and say, “Hey, I can call my manager. Let me check on this piece of it,” which usually people can do, then there is a path forward.

Pete Mockaitis

Okey-dokey. Yes, that’s handy. And so, in addition to using their name, forming a connection, kindness, in these specific contexts, do you have any other pro tips? Like, folks, they’re working from a script, an operational flowchart playbook, as opposed to the wide world of creative win-win collaboration is in front of us.

Attia Qureshi

Yes, that goes back to what I mentioned about understanding their perspectives and having empathy for what their interests are. And that’s another really key negotiation skill, whether with these customer service agents or anybody, because we’re actually pretty good if we can take a step back from our own lives and situations and put ourselves in their shoes.

We’re pretty good at guessing most of their interests. We might not get it 100%, but we’ll probably get it somewhere between 75 and 90% correctly. And so when you do that, what you’re doing is you can have a conversation about that as well. You can say, “Man, you must be having a really long, hard day. It sounds like there are a lot of people who are facing cancellations, and I’m sure there are people who are angry.”

And what you’re doing is just guessing and empathizing with some of those interests or some of those things that they are facing, which, again, makes them a lot more sympathetic to you because you’re taking a moment to showcase that you can see what they’re going through.

And in other negotiations, let’s say it’s a salary negotiation or a promotion negotiation, it’s even more helpful because, if you can understand your boss’ perspective in that conversation, you develop more options or more pathways in the conversation to proceed, where they have budget limitations, I’m sure, right?

They have cycles in which they are allowed to work. They have pressures from their own superiors, etc. And when you start guessing at those interests, what you can do is broaden the way that you’re thinking about a negotiation by bringing in other opportunities for conversation.

Where, if it’s salary, and you still need some tangible value, but you know that there have been budget cuts, are there other ways to talk about value? Are there ways to talk about it with equity or bonuses or childcare subsidies or transportation cost coverage? And a lot of those items come from different budget buckets.

Pete Mockaitis

That’s good. And you also suggest that we do ourselves quite the favor by practicing negotiation in low-stake situations. Can you give us some examples of places where we might do just that?

Attia Qureshi

So let’s think about, you know, you have a friend or a partner or a spouse that you’re going to grab dinner with over the weekend. Super simple, low-stakes scenario. And what I want you to do is write down what you care about. What are your interests when it comes to an evening out with that person? And then guess what their interests might be.

And then show them your list, and see how accurate were you when it came to guessing their interests, right? Maybe you recognize that your friend is trying to be more healthy. Maybe you recognize that your partner really likes novelty and wants a new place to go.

So you can write down all of those interests and share it with them and see how close you’re getting. And it starts putting you in the mode and mentality of thinking about your own interests and guessing theirs and seeing how well you’re doing at that.

Pete Mockaitis
Okay, that’s super. And any thoughts on rejection?

Attia Qureshi
Rejection is brutal. And I will say that it does get easier, but I don’t know if it gets less painful, if that makes sense. I can just put myself through rejection more frequently. And I think of negotiation is anytime you’re trying to influence the situation with another person.

So it’s happening dozens of times a day with your childcare, or with thinking about food, or thinking about your neighbor whose music is really loud, or at work on who’s going to get how much workload, etc.

So it’s happening all the time. And that means that there are many, many opportunities for rejection. That’s just how it works when you’re going into a situation and making an ask or trying to resolve something.

And I think that if we can practice seeking out rejection in little ways, we can inoculate ourselves to getting more comfortable at rejection. It might still hurt. I’m not saying it’s not going to hurt, but it’s easier for us to go and get rejected and get over that pain more quickly because we’re building up our immunity to rejection.

So, for example, you could go, and when you go out to dinner, you could ask for something off menu. You could go to a coffee shop and ask for a particular drink that isn’t necessarily available or in season. And what people will find is that it’s actually harder to get rejected than you expect. And when you do get rejected, yeah, it might suck for a second, but you get over it a lot faster than you think.

Pete Mockaitis
Yes, that’s handy. I remember getting lots of rejection letters for a book proposal, and it was the best thing because, like, “Hey, you know what? This is not so brutal.” And it made being rejected, I’d say, forever, after that, not as terrible.

Attia Qureshi
Yeah, and I love hearing that because I think a lot of other people have a really high fear of rejection that goes back to our feelings around a rejection and kind of what we tell ourselves about that rejection. But if we can look at that narrative we are telling ourselves and ask, “Is this true? Is it really true that I am unworthy or I am not good enough? Or is that something I’m just telling myself?”

And you can keep moving forward and continuing with those rejections that changes the whole game, because then you can go out and make bigger asks and make more asks. And, ultimately, at the end of the day, I want everyone to have more, more time, more money, more energy, more resources.

And, yes, sometimes you’re going to get rejected, but the more you ask, the more you will get. There’s this fascinating study that talks about how somewhere around 65% of people never negotiate their first salary, which will cost us somewhere between one and one and a half million dollars over the course of our career.

But people who do negotiate, somewhere around 87 to 90% of the time will get something out of it. So we overestimate the amount of failure we’re going to receive, which is meaning that we are getting so much less than we deserve.

Pete Mockaitis
Understood. Wow, thank you. Those are big numbers. Well, before we hear about some of your favorite things, could you share, are there any other super techniques, tactics, tips that you want to make sure you put out there?

Attia Qureshi
Yes, two more. So one is objective criteria or external benchmarks. Data shows that we hate talking about money. We don’t like it. We don’t want to bring it up. And what’s even more interesting is that people also wish it weren’t so taboo.

So what you can do, if you’re struggling with that, is go do some research, use AI, use ChatGPT or Claude or Gemini, and type in there what the context is for your situation, and ask for a range of what makes sense for that number to be. And that makes it so it’s not you bringing a number. You’re bringing data that supports a number.

But what I also want to encourage people to do is put the number out there that is most favorable to you to start. And that’s what we call anchoring because, generally, we stay around the first number that’s put out there. So data is very helpful with that piece, and anchoring gives you lot of power at where the negotiation goes.

Pete Mockaitis
Now, just to be clear with the AI, I guess I’ve just been lied to so many times by these darn things. I presume you mean you’re using that as a research tool to land at a quality verified source for the number.

Attia Qureshi
Yes, good qualifications. Yes, it’s a good starting place. Ask it for the data and then go double-check on what it’s providing you and make sure it’s verified correct.

Pete Mockaitis

Okay, certainly. And you had a second one.

Attia Qureshi

A second one is the ability to say no. A lot of us, especially people-pleasers or people who like to be agreeable, care about the relationships, have a very hard time saying no. Saying yes is costing you.

It’s going to cost you down the road because it ends up creating burnout. It makes you overworked, overtired, or the other person ends up unhappy because you were unable to fulfill what you committed to.

So the power of no is really important in our lives, but it’s also important in a negotiation because they can smell it on you if you have the confidence, in your body and in your tone that, “Hey, I am willing to walk away because no deal is better than a bad deal.” You can look for another deal tomorrow.

Most of us are in privileged situations where, yes, it might suck that we would have to go look for another deal, but we could. We can. And no deal is better than a bad deal because you’ve already got the momentum going to find a deal.

So having the ability and the confidence to be able to say a no in a negotiation, and there’s a way you can practice that the next time someone close to you with a relationship that can withstand some pressure asks you for something, just say a firm, flat no.

Kind of like I did with the Colombian guy. And, of course, later, you can go back and explain and share what you were doing, but it’s a firm, flat no. No equivocating, no explaining. Because once you are able to give that flat no, giving a kind, polite no becomes way easier.

Pete Mockaitis
And I love that notion about the context of your available alternatives. And I’ve had it happen at my own entrepreneurial life as well as others that I’ve talked to. It was like, “You know what? I’ve got a lot of stuff going on. Someone’s asking me for a project.”

It’s like, “You know what? Right now, if you want me to do this project, it’s going to cost you – bam! – big old number,” and that’s like real. It’s like, “For me to assume more stress and responsibility right now, this is what it’s going to take.” And sometimes they say yes on the other side, it’s like, “Oh, maybe I should always put out that number.”

Attia Qureshi
Yeah, it’s true. It is so powerful in, first, helping us figure out what the value truly is on our end, and making sure that we are putting our resources where they are most worthwhile, and not sacrificing on relationships or our own mental health and wellbeing because we say yes too often.

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

Attia Qureshi
I think it would be, and I’m not going to say it perfectly, “A small group of people can change the world. In fact, it’s the only thing that ever has.”

And when John and I started out, John said something to me about how he had studied under Fisher and Rye, and Fisher had been part of World War II, and had seen the destruction and calamity there and wanted there to be a better way for people to negotiate and interact with each other.

And this relational or principled methodology offers that because it’s about relationship-building and creating value for both parties. And if we could all make one move toward that, how much better is our world because we are working collaboratively to drive value for not just ourselves, but a collective.

And that is so meaningful to me and it’s why I teach in addition to consult, because if I can get my students to do that and the ripple effect of that continues on, it makes an impact.

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

Attia Qureshi
Frans de Waal started this study, and then Sarah Brosnan followed up on it, on how much we care about fairness. And Sarah did a study with capuchin monkeys on having them run a task and seeing what the results were, and getting different kinds of treats.

And what she found was that fairness is really deeply hardwired in us. We all want to be treated fairly, which goes down back to, like, do a relational negotiation, right? We all care about fairness and we’ll punish people if they are not treating us fairly. And it’s just such a great study. So I love that.

Pete Mockaitis
All right. And a favorite book?

Attia Qureshi
I really love, “The Alchemist.”

Pete Mockaitis
Okay. And a favorite tool?

Attia Qureshi
I don’t know, is breathing allowed to be a tool?

Pete Mockaitis
Oh, certainly, yes. What approach to breathing?

Attia Qureshi
My favorite approach is that you breathe in for three or four, hold it for three or four, and then breathe out really slowly for six or eight.

Pete Mockaitis
All right. And a favorite habit?

Attia Qureshi
A few minutes of meditation. Meditation has been one of the only things that has been proven to shorten the time that we stay in fight or flight.

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

Attia Qureshi
“Most people can help you, it just depends on if they want to or not.”

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

Attia Qureshi

AttiaQureshi.com. And I actually do have a static emotion wheel and then an interactive emotion wheel on my website under AttiaQureshi.com/emotions, if people are interested in having access to a tool like that.

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

Attia Qureshi
Negotiation starts small. We don’t just become great negotiators. So just pick one exercise that you heard today and try it and see what happens. And you can go from there, but just start small. Start with one small thing today and see what happens.

Pete Mockaitis
All right. Attia, thank you.

Attia Qureshi
Thank you. It’s been a pleasure.

1144: Getting More of What You Want through the Art of Persuasion with Joshua Bandoch

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Joshua Bandoch reveals how to persuade better in accordance with our natural human wiring.

You’ll Learn

  1. The major misconceptions hurting your persuasiveness
  2. The six moral tastes to appeal to for more persuasiveness
  3. How to get your stories to really resonate with people

About Joshua

Persuasion expert Joshua Bandoch has spent over a decade uncovering the secrets of persuasion. He’s mined psychology, neuroscience, economics, public policy, and history for cutting-edge techniques that work. He’s put them to use in hundreds of speeches written for senior government officials delivered to just about any audience. 

Bandoch uses and refines these persuasion techniques on a daily basis as a think tank leader, where he crafts and communicates policies on issues like poverty, social mobility, education, and the economy to politically diverse audiences, including elected officials, local and national media, and grassroots activists.

Resources Mentioned

Thank you, Sponsors!

Pete Mockaitis
Josh, welcome!

Josh Bandoch
Pete, it is a pleasure to be here. Thank you so much.

Pete Mockaitis
Thank you. I’m excited to talk persuasion. And can you tell us what’s perhaps the most surprising and fascinating thing you’ve discovered about persuasion from all your years of studying it?

Josh Bandoch
Maybe we’ll start with this one, which is that persuasion, people think persuasion is about getting somebody to do something. And it’s actually much more about removing barriers to doing things.

And if you don’t understand what’s stopping somebody, they’re never going to actually do what you want them to do. So unless you remove those barriers, you’re not going to persuade anybody to anything, because there’s always that thing somewhere stopping them.

Pete Mockaitis
It’s about removing barriers instead of, I guess, incepting them, like, “That’s never occurred to me before. How wonderful. I’d love to do that.” It’s less of that and more of, “Oh, you got to hangup over here. Well, let’s address that.”

Josh Bandoch

Well, so it could be, and sometimes, “That’s an amazing idea,” and still, they’re not going to do it unless you remove a barrier. It’s something that we don’t think about. So we can talk a lot today about things you can say and do to increase the chances of getting people to do what you want.

My book is called How to Get What You Want, and there’s a lot that goes into that. And one thing that we don’t think about is, no matter how brilliant we are, and how tight our reasoning is, and how high our emotional intelligence is, how great all the other tools and strategies that we can talk about today, if we don’t remove that barrier, someone is going to stay stuck and they won’t do what you want them to do.

So you have to look for those barriers and we can talk about how you can do that.

Pete Mockaitis
Okay. Well, yeah, I do want to get into that. And maybe to zoom out a little bit, what would you say is sort of the big idea or core thesis of your book, How to Get What You Want?

Josh Bandoch
So maybe let’s start by thinking about what persuasion isn’t and what it is. So I think another thing that’s kind of related to this is that people tend to misunderstand persuasion.

There are three really common misconceptions that I encounter whenever I talk about this – workshops, lectures, whatever. The first is that people think that persuasion is about winning. And, Pete, if I win against you, what does that make you?

Pete Mockaitis
I’m a loser.

Josh Bandoch
“Loser!” And do you want to work with somebody who makes you feel like a loser?

Pete Mockaitis
No.

Josh Bandoch
No, not at all. And then people think it’s about convincing somebody to think just like them. And the trouble with that is that the Latin root of the word convince actually means to vanquish or to conquer. And conquest is barbaric, it’s not persuasive.

And then people think that persuasion is all about just making the right arguments. Well, I got into this, but the reality of how this thing, the human brain works, is that we feel first then reason. And so when you just start by launching your logic at people, you’re missing the entire boat.

So kind of big picture, staying zoomed out for a minute, I think persuasion has three parts or three steps. Step one is to adopt what I call the persuader’s mindset. And this is a little bit counterintuitive because it’s not how we’re wired. And we’re wired to think about ourselves, and you need to put them first because you’re trying to persuade someone else to do something. You’ve already persuaded yourself that you’re right.

Step two is to use knowledge of how the human brain works to your advantage. So what I dive into in part two of the book is all the ways that we’re wired, and just accepting those cognitive realities, challenging some of them more like, I hate some of the things that are there. I absolutely hate it.

And yet, that’s just how all 8 billion of us are wired. And so my recommendation is navigate those cognitive realities instead of fighting them. And then the third part goes into it’s a little more tactical, some techniques you can use to further enhance your chances of getting what you want. That’s the super zoom out version of it all.

Pete Mockaitis
Okay, super. Well, that all sounds really fun. I’d love to dig into some of those, you know, tactical tidbits. But can you tell us, really, what’s at stake in terms of if we’ve mastered this well, that’s your subtitle, “Mastering the Art and Science of Persuasion,” what do we stand to gain or lose if we master this art and science versus if we kind of continue chugging along, you know, as mediocrely persuasive in our professional lives?

Josh Bandoch

Yeah, the difference between having a great idea and having someone else embrace that idea is persuasion. You might go to your boss and say, “Boss, I have a great idea.” It might truly be a great idea. And if you don’t present that idea persuasively, then it’s not going to land the way you want it to.

And then, I mean, sometimes we think we’re being persuasive and it’s actually the exact opposite – we’re being aversive. And one of the big motivations of writing this book is that I’ve just encountered so many brilliant people, whether it’s in academia or in sales or fundraising or whatever, that are super smart and it’s not what they’re saying. It’s how they say it.

And because they don’t deliver their information, their ideas, persuasively, they either don’t get anywhere or they don’t get nearly as far as they could. So that’s the difference. Do you want people to embrace your good ideas?

Pete Mockaitis
Could you tell us a story of someone who upgraded their persuasion art and science skills and saw cool things come from it?

Josh Bandoch

I’ve coached people close to me on getting raises and getting promotions. And these are people who are terrified to advocate for themselves, even though they were doing great work.

Consistently got great reviews and paltry raises. Especially when the opportunity presented themselves, when they were asked to take on more responsibility, I coached them to advocate for themselves persuasively, to really understand what their organization needed.

And then to show how they could just over-deliver on those needs, especially if they were being asked to adopt more responsibility, and then say, “By the way, since I’m adopting more responsibility, and I’ve been over-delivering, like, maybe now is the time for a salary increase or a promotion or both.”

Pete Mockaitis
Very cool. Well, can you tell us like what kinds of promotions we’re talking, or what kinds of money dollar increases we’re talking?

Josh Bandoch
In one case, it was just basically, “Hi, we need you to take on this new role. It’s going be a lot more responsibility, and we’re going to give you a title that, at best, would seem like it’s a lateral move” to getting a title that was two levels up.

And instead of getting no pay increase, I think it ended up being about an $8,000-pay increase plus like a $5,000 bonus. That’s not bad when none of that was on the table. All those gains compound over time.

Pete Mockaitis
Certainly. And it’s so funny, I think I’ve been learning recently, with regard to titles, like, I used to not care. I was like, “Oh, who cares? It’s just a title, whatever.” I’m coming to learn, you know, who cares is the next person hiring you. That’s who cares. And then the money dollars attached to those roles. So that’s who cares.

Josh Bandoch
A hundred percent. And it doesn’t cost your current employer anything to give you a better title right now. And then two things happen, when you apply for that next job, then you have that better title and they don’t know that you’re underpaid.

So, also, once you are in a higher title, even if you tell your employer, “Look, just give me a better title,” six months down the road when you’re over-delivering, then you say, “Look, this is the pay range for this title, and I’m below or at the very bottom of this pay range, and I’ve been over-delivering,” and now they see you in that role and they can pay you in that role.

Pete Mockaitis
Okay. Very good. Well, let’s walk us through these three components then. So, the persuader’s mindset.

Josh Bandoch
We are wired to think about ourselves, which makes sense. It’s a survival mechanism.  If we didn’t think about ourselves, who would? So when our ancestors, many moons ago, they were wired to be sensitive to threats and take care of themselves, and that’s why we’re here today.

And actually, we love talking about ourselves, too. People talk about themselves 60% of the time, and on social media that raises to 80% of the time. Talking about ourselves generates the same sensations in our brain as sex and money. So it feels great.

So we adopt what I call a me-first mindset. The trouble with that is that, Pete, if I’m bringing my me-first mindset to our conversation, what does that mean for you?

Pete Mockaitis
Then I’m second.

Josh Bandoch
At best, right? At worst, it’s going to be extremely annoying, or you’re going to feel like neglected, disrespected, whatever, because you’re trying to share some of your feelings and thoughts with me, your perspective, and I’m just, “Nope, it’s all about me, it’s all about me, it’s all about me.”

And so my recommendation is that we flip this, we adopt a them-first approach, that we put them first, because the goal is to persuade somebody else to do something that you want them to do.

So how do you do this? Well, by putting them first, you’re really understanding them. So that starts with listening. And what you’re looking for when you listen is opportunities to share action, because that’s what persuasion is. And there’s always going to be overlap. And if you listen hard long enough, there’s going to be way more overlap than you expect.

And, ideally what you’re listening for is for your counterpart to recommend what you want to do. So instead of going to meet with your boss, and saying, “I think we should do X, Y, and Z,” or, “I want X, and Z,” you could just ask them, “How do you think we should proceed?” and then let them talk.

And then they’re going to probably identify a couple ways to proceed that are exactly what you wanted or even better than you wanted, and then you just do those things, and then maybe you can add a little bit on top of that.

But by listening and identifying areas for overlap, that’s the best way to share access with somebody because that’s what they want and overlaps with what you want.

Pete Mockaitis
Could you give us an example story of this in process?

Josh Bandoch
Yeah, so I used to work in fundraising, just sales for a nonprofit. And most fundraisers approach, and just most salesmen approach sales this way. They say, “Hey, I have this great product, and this is why you should want this product. This is why you should move over to our product, or whatever, buy from me.”

And the trouble with that is that, in fundraising, a lot of people kind of get it backwards. I think that fundraising is 99% about the investor, the potential donor, 1% about the organization, and 0% about the fundraiser.

But a lot of people make it way too much about the fundraiser, or the salesman way too much about the organization. And these donors, they see the organization as a vehicle to realizing their vision for a better, whatever it is, education, healthcare, whatever, pick your favorite nonprofit space.

So when you bring your why to them, that may not be their why. So what I always did is I just listened, listened, listened. And I actually thought that I failed once, and then I’ll give you a success story, but I went up to a guy in Wisconsin. He had given us money off of a letter.

People give money off of direct mail, which is wild, just, “Here, here’s money. I got a letter from you. Amazing. Cool.” So I drive up there, and I sit in this guy’s office, in his house, about an hour and a half, and he talked 85-90% of the time.

And I was new and I thought my job, selling my nonprofit, was to tell him all the amazing things that we were doing. And I’m like looking for ways to interject, and this guy just wouldn’t stop talking. I was like, “Oh, my God.”

So the meeting was pretty much over, and I’m like, “I am such a failure.” I went to my boss and she’s going to be like, “Dude, man, you messed up.” And then he said to me, he said, “I have such a better idea of what you all do now.” And I thought, “No, you don’t. How could you possibly?”

And then I realized I was dead wrong, and he was completely right, because he felt like he was connected to me and my organization. I had said just enough to help him understand, “Yeah, yeah, like, we’re on the same page,” and that was all he needed.

Pete Mockaitis
So in practice, when we’re making it all about them, what are the things we should do and not do in those conversations?

Josh Bandoch
Start by listening. And there are three ways to listen. You can listen passively, just, essentially, close the front door and open your ears, right? We have one mouth and two ears for a reason. So use the ears way more than the mouth.

And even in simply listening, you form that connection, and people love to be listened to and feel heard. So listen passively first, practice that, which is really hard for a lot of people.

The second step would be to actively listen. Ask them questions that really just open up information, say, like, how or what questions that can’t be answered yes or no, and just let them talk. But you’re gathering information about important topics.

Like,“What are your priorities in your philanthropy?” “What are your priorities with our team?” whatever it is, right? Eventually, you’re going to move to what I call proactive listening, which is moving the conversation in a way that is going to align with your needs but also really meets your needs.

So then you’re asking questions like, “How do you want to proceed?” And then they’re going to tell you, and at least part of how they would proceed is going to probably work for you really well.

And if they lay out something that is a complete disaster, then you say, “Nah, that doesn’t work for me.” And if you can do all these things, you become what I call the ultimate listener, and you’re a phenomenal listener who knows how to listen to get what you want.

And that’s the best way to put them first is to form those connections, demonstrate understanding, find all the ways you can work together. People think this is impossible, but, so, part of my work is in public policy.

And people who are on different sides of the aisle, some of the partisan warriors think, “I can never agree with that person.” And people who are on totally opposite sides of the aisle, I can look at many areas of overlap. I find it because I look for it.

And a lot of people just don’t want to look for it, but it’s always there, whether it’s on policy issues or sales or your boss or whatever. There’s always a ton of overlap there. So find that first.

Pete Mockaitis
I like that a lot, and particularly that question, “How do you want to proceed?” Because I’m thinking about when I’ve been on the receiving end of sales pitches, a lot of the conversation is not how I want to proceed.

I’m hearing a lot about, “Okay, all your features, the demo of the software, the history of the founder and the story, yada, yada.” And so I guess what I really, really want to know most of all is bring me the juiciest evidence that you can, in fact, solve my problem, make my world better.

And so a lot of times if that’s like a marketing or operations kind of a thing, it’s like, “Show me some amazing case studies with really rich, lots of numbers, and folks very much like me who did a thing and saw the result. Like, yes, like that gets me excited.” As opposed to, “Okay, I guess that’s cool that you can do that, but what I really want to know is that this is for real.”

I’m thinking about like AI stuff, for example. I don’t know how many times I said, “Wow, that sounds like an amazing AI tool. Oh, except it won’t actually do what I want it to do. So I guess I have to move on to the next.”

Josh Bandoch
Because it doesn’t meet your need, right? So unless I know what your needs are and I can frame things in terms of your needs, we aren’t going to get anywhere or we’re not going to get nearly as far as we could.

If I understand, “Okay, so like, what do you need from your AI tool? Okay. Like there are these three things. Does my AI tool deliver that? Oh, yeah, it does. And it delivers all them. And on one of these, we are best in the business. So, Pete, you know, cut me if I’m wrong, please, these are your three priorities with what you need from AI. Yeah, okay, cool.”

“Here’s how we can meet those needs. I want you to know we are best in the business with this first one, and it’s super important. And here’s what distinguishes our product. We’re really good with these other things, too.”

If I, instead, go in there thinking that there are three totally different features that you should want, and you don’t want them, oh, it’s like, “You know what you need to eat for lunch? Pizza.” And you’re like, “I don’t want pizza.” “No, no, like, you need to eat pizza.” It’s like, “Well, actually, I wanted a salad.” “Hey, you know what you need? Pizza,” right? Like this isn’t going to get us very far.

But if I understand that you want a salad, like, “Ah, what do you want in your salad? Oh, yeah, I can provide that.” And a lot of people try to force feed people to see things the way that they see them. And there’s only one person who sees things the way that you do anyways. That’s you.

Pete Mockaitis
Yeah, well said. Okay. Well, now let’s talk a little bit about understanding how we’re wired and accepting these cognitive realities. Tell us, what are these troubling realities that we want to fight against and not accept?

Josh Bandoch
So there are four cognitive realities that I dive into in part four, and it all starts with this first one. And I hate it because I’m a former academic, and academics are taught, you know, tight reasoning, well-written sentences, blah blah blah, that stuff, peer review.

So academics think, “Launch your logic at people and, you know, like, the best logic and reasoning and data will, like, win the day.” And this is how our brains are wired. We feel first, then reason.

Sometimes it’s feel but reason, sometimes it’s feel than reason, sometimes it’s feel and we never get to reasoning. We’ve all been there. I have. So what does that mean? That means that persuasion starts with feelings. So we need to start with feelings.

So it turns out that people who, through brain damage, lose the ability to emote. Their reasoning is actually impaired. So emotions actually improve our reasoning.

So what this means, partially, is that the logic-first approach to persuasion that a lot of people adopt, it’s actually illogical because it’s not how our brains are wired. And I fought this for a long time, and I’ve just embraced it because our feelings, our emotions, our intuitions, they’re really powerful, they’re really quick, and they’re grounded in reasons.

When you something doesn’t feel right, when you reflect on it, there’s almost always a good reason for that. So, boom, I just want to trust my intuition.

So you have to think about how you want your audience to feel and how you’re going to generate those feelings, and also understanding how your audience is feeling because maybe now is not the right time to engage somebody, or you just need to get a pulse on them.

So here’s a really stealthy way that your listeners can figure out how somebody is feeling. Ask them. So instead of asking, “What do you think about this product?” “What do you think about giving me a promotion?” “What do you think about…?” whatever it is, fill in the blank?

Ask somebody how they feel about something. And this generates a radically different answer. Because when you say, “Think,” okay, you have to pause, “Brain do this thing.” Feeling, it just comes out.

So just test this a couple times. I encourage your listeners, just test it on like a friend or a spouse or partner, whoever, “How would you feel about X?” And you’re going to get such different answers, their unguarded answers, the mask drops, and people just tell you truthfully. So then you know how they feel about something.

“How would you feel about doing this thing?” They’ll tell you. So you have to start with feelings and just accept that that’s a cognitive reality. It begs the question, “What feelings are persuasive?” and I’ll get there, but I’ll pause just for a second.

Pete Mockaitis
Well, I like that distinction a lot, asking, “What do you feel about this?” as opposed to, “What do you think about this?” Because I’m just thinking about any number of questions, like business-to-business enterprise, you know, big kinds of transactions in terms of like, “What do you feel about this?”

Like, “Well, I guess I’m kind of worried that you’re going to go out of business in three years, and we’re going to be kind of in a tight spot because we’re already, like, roped into your solution.”

It’s like, “Oh, okay, that’s much better than ‘What do you think?’” It’s like, “Oh, this appears to meet our future needs.” You get very different answers and they’re probably the ones that you want, just by asking, “What do you feel about this?”

Josh Bandoch
The thinking question gives you guarded answers, “Well, I don’t know. I have to think about it. Let me go back to my team,” whatever.

People don’t, whether it’s buying a house, buying a car, you know, or making a big multi-billion dollar deal, those things, ultimately, they all start with feelings. Even if you just feel like, you know, “Ah, you know, I don’t know if I can trust this person,” or, “I trust Pete, unquestionably. So if he tells me we’re good, I feel good about this.”

So if I say, “Pete, look, I mean, how do you feel about this?” You say, “Josh, I feel great. You know, I think this is a great idea.” And you’re like, “Man, you know, it’s like…” And I’m like, “Well, what makes you feel that way?” “Here, look, we’ve been working together for years. I totally trust you. Cool.” Right? Like, what more do you need to know?

Two questions, the feeling question and the follow-up feeling question, “What makes you feel that way?” Okay, boom, there you go. And these are quick, unguarded, intuitive reactions that are grounded in reason, but they just come out, boom, and they’re so powerful.

Pete Mockaitis
Okay, what’s next?

Josh Bandoch
So then the question is, “Well, what kinds of feelings are persuasive?” And we live in an age of toxic polarization. When I was writing the introduction to chapter four, which is where this comes from, I looked at the homepages of Fox News and MSNBC, and I found, collectively, over probably about 200 articles. I found one positive article. One.

So the data would indicate that negative feelings are persuasive because they were all negative. And I would ask you, I’ll kick it over to you. If you think about some of the most persuasive Americans of the 20th century, you don’t have to be partisan about it, because people go like, like, “Yeah, they were really persuasive.” Who are some of the folks who come to mind?

Pete Mockaitis
I guess I’m just thinking about, we say famous in 20th century, I’m just thinking about famous speeches, you know, JFK, MLK, they all have initials, I guess, you know.

Josh Bandoch
Exactly, yeah. And then could I add, like, Ronald Reagan, Barack Obama to that?

Pete Mockaitis

Sure.

Josh Bandoch
So JFK, he said, “Ask not.” Martin Luther King, Jr. said, “I have a dream.” Ronald Reagan saw America as a shining city. And Barack Obama talked about hope and change. And I said, “Okay, those are all positive things.”

No one ever says, “No, not JFK. Walter Mondale.” No one says, “Oh, no, no, not Martin Luther King, Jr. Malcolm X.” No one says, “Not Ronald Reagan. Barry Goldwater,” right?

So we know, intuitively, really, we know what kinds of feelings are persuasive. Positive feelings. And the best leaders, the most persuasive people, they are for things. So how do you generate positive feelings? You be for something. You think about what you are for and you lead with that.

So if you are a leader of a company, like what are you for as a leader? What is your company for? How do you lean in with those things? In my policy space, I work at opportunity policy. So I’m for opportunity. I’m for independence. I’m for dignity through work. I’m for strong families, I’m for communities, all these things.

In my personal life, I’m for empowering people to unleash their potential. That’s what this book is about, because it’s going from great idea to presenting that great idea persuasively. Boom! Potential unleashed. So it’s, like, what are you for? How do you lead with those things? And how do you use that to generate persuasive feelings?

Pete Mockaitis
That’s interesting. In terms of being legendary, long lasting, the positive being for something resonates and inspires. And yet, in terms of grabbing our immediate clicks, it seems like the negative does better.

Like, I’m just imagining like, let’s say I’ve got a YouTube, a sea of YouTube thumbnails and titles, and yours talks about what you’re for, that might be a bit of a snooze in terms of,  “Oh, man, this one is terrifying. What’s that about?” Click. As opposed to, if I’m actually strapped in for the speech, yeah, the inspirational stuff will linger for the ages.

Josh Bandoch
And the deep-down wiring reason for that is that we are wired, going back to the wiring again, so we are wired with something called negativity bias. And this is a survival mechanism.

The problem is while it helps us survive, it impedes thriving. Like, do you really want to follow somebody who is just negative all the time, who’s just tearing things down, and who doesn’t know how to build things up? That’s not a recipe for long-term success, either in your personal life or in your professional life.

If you’re a manager who just goes down and says, “Well, this is all terrible.” Maybe, but, like, what are you, what is organization, what is your team for? Like, where are you going? And what are these things?” Because it’s those positive things that motivate people to do things repeatedly over a long period of time.

So it’s, essentially, fighting your wiring, but also trusting your intuitions because people give the same answers that you did, JFK, Martin Luther King Jr. People like that. Like, we know deep down. So it’s fighting part of our wiring, but also kind of trusting our intuitions a little bit.

Pete Mockaitis
Okay. And so we feel first, then reason, what feelings are persuasive. What’s the next piece about feelings?

Josh Bandoch
Well, so then how do you generate feelings for something?

Josh Bandoch
And then what are the best mechanisms for that? Okay. So, two. The first is to appeal to your audience’s values, to their moral taste. On our actual physical tongue, we have five or six tastes wired into it: sweet, salty, sour, bitter, umami, maybe fat, oleogustus.

In the same way, hundreds of thousands of survey responses, research from moral psychologists that’s been, I think, widely validated, show that just like we have these physical taste receptors on our tongue, we have six, maybe seven moral taste receptors that are wired, and that’s important, into our hearts and minds.

They are care, essentially sensitivity for suffering; equity, a concern for equal outcomes, proportionality, which is about hard work and merit; authority, which is about hierarchies; loyalty, which is in-group, out-group; purity, which is like things that are sacred or things that are disgusting; and then liberty, essentially being free to live how you want.

So I say wiring because research shows that 30-60% of our values are wired into us. We know this through studies of twins. So, like, our values are at least 30% genetic, which means that rather than hating somebody because they have different values than you, you just accept that that’s largely wired into them.

So what you’re trying to do is understand the sorts of values that resonate with your audience, and then appeal to those tastes. This is important because would you serve a vegetarian veal? Would you force feed bacon to somebody who keeps kosher? I hope not.

So in the same way, you’re simply accepting your audience’s values and trying to frame things in their terms. And then what’s the absolute best way to do that? It’s to tell stories.

So let me give you an example from the policy space to make this a little bit concrete. There are these things called occupational licenses. They are a government permission set to work in industry. So about one in four Americans need an occupational license to do a job.

Sometimes this makes sense. I don’t want my surgeon to not be licensed. Fine. In some cases, these burdens are either too big or even unnecessary altogether. So there are a lot of fields like in Illinois, it takes a year to go to cosmetology school to get a license to be a barber. And that’s just not necessary, I don’t think.

So when I present my recommendation, which is to reduce or eliminate these burdens, I have to still be really mindful of how I frame that. So if I’m talking to somebody who’s more progressive, then I’m going to talk about how the current laws are inequitable, right, the equity thing, and how they’re uncaring.

So here’s what I would say. And then I would ground this in data. Data is important, too, right? We feel first then reason, “So there’s data, I believe it’s from the Minneapolis Fed that shows that blacks and Hispanics are disproportionately hurt by, like, a really big gap by occupational licensing laws.” So it’s inequitable and it’s uncaring to these groups.

And these laws also hurt poor people more. This is all true grounded in a ton of data, and I’m framing it in their terms. If by contrast, I’m talking to a conservative or libertarian, I’m going to say that, “These laws are unfair because it impedes on somebody’s freedom to work in a space and hard work, proportionality, hard work should determine how successful you are.

I’m making the exact same recommendation, but if I go to the conservative, and I say, “This is inequitable,” they’re going to be like, “Ehh.” If I go to the progressive, and I say, “Freedom and hard work,” they’ll say, “Ehh, probably not,” right?

So if I understand their values, same recommendation, I’m authentic to myself, “I want to reduce these burdens,” and I frame that differently. I’m being really sensitive to my audience. And that’s, I think, a powerful way to connect.

So that’s a policy example of what that looks like. You can do that in your business space, your personal space, too, by understanding what some of these values are and appealing to them rather than beating them over the head and force feeding them with your values.

Pete Mockaitis
Right. I think these six are a phenomenal starting point and really good to stretch you, to flex you into different ways of speaking about the same suggestion for different audiences.

But then you might also have very specific things that totally vibe for someone, like someone super into safety, someone super into maximizing their wealth, someone super into having a really fun time. And so you could do the macro and the micro customization.

Josh Bandoch
Totally. That’s a total yes and, 100%. So these are kind of big picture things, just like in general things, people are sensitive to. And then, totally, like these things manifest themselves in people in different ways. Hard work and freedom might manifest themselves in some person, it’s like, “That feels a little greedy. Okay, fine.” Or like, “Super greedy.”

So they can manifest themselves in a different way, like care or loyalty isn’t only one thing. So you have to individualize it 100%. Because even if someone is like, you know, they’re sensitive to care, equity, like what exactly do they care about? What exactly sets them off? Absolutely.

Pete Mockaitis
Okay. Well, so tell us about telling great stories.

Josh Bandoch
So before we are logic processors, we are story processors. And stories are, by far, the most persuasive tool that exists. If you can give a 30-minute PowerPoint presentation chock full of data in seven point font, airtight logic and everything, or you can tell a 30-second story, you got to tell the story. You got to tell the story.

So, just an example again from my policy space. There was a report that came out about a year and a half ago from a Harvard professor. It talks about social mobility. And it says that the single biggest driver of whether somebody experiences social mobility in their life is whether they grew up in an environment, not a home, but in an environment where adults work.

I’ve tried for a year and a half to explain that report clearly. That’s the best I can do. Even that’s a little confusing for me. So, instead, I could do this. Just after that report came out, I was at a conference, talking to a colleague of mine, and she was just talking to a foster mom.

And that foster mom said that her foster kid came up to her and said, “Where do you go all day?” You know what the answer is? Work. And an adult going to work was a foreign concept for that kid. How can you possibly expect that kid to understand how important work is to your professional and personal success if he’s never seen an adult go to work?

That’s the story version of that. So you got to start with stories. And the question is, “Well, what kinds of stories?” Because we hear stories, fine, stories, stories. There are hundreds, thousands of great books, tell stories. And I think one of the unique things about my book, really, is what kinds of stories.

It’s morally motivating, emotionally intelligent stories. So people need to feel something. What are you trying to get them to feel? And especially making these moral appeals gets them to feel those things, so tying back to the couple of things we’ve just discussed.

Pete Mockaitis
So you mentioned that stories are more impactful and persuasive than logic. Can you expand on that?

Josh Bandoch
Absolutely. One of the hats I wear is I work in opportunity policy and I’m working to alleviate poverty. So I get up and talk to all kinds of groups of people.

And they have to know that I, sure, I get it, but also that I’m authentic and that I care about this. And when I’m up there talking about poverty in a suit, this is not a very impoverished look. So I have to disarm them right away.

The last thing I would ever want to do is go up there and say, “The Census Bureau shows that 12% of Americans live below the poverty line, which is X dollars,” right? And just go into these sorts of things. Terrible, boring snooze. And they have to know that I care about this stuff.

So I just reach for the most authentic personal story that I have, and that’s my family. I tell them, I say, “Look, you all are wondering why I care about poverty. I don’t look impoverished. I’m wearing a suit. I get it. So I care about poverty because it’s seared into my family history.”

“My mom grew up dirt poor. My grandmother had to raise five kids by herself. They were so poor that my grandmother had to count pennies.” See, sometimes I even get emotional doing this, which I am right now, so I’m sorry.

“And every year my mom wondered if there were going be presents around the Christmas tree because most years there weren’t. And that poverty scarred my mom and her siblings.”

“And I don’t want anybody to suffer through poverty the way that my mom and her siblings and my grandmother did. So that’s why I care about poverty, because it’s a terrible scourge and I want to do everything I can to reduce or eliminate it.”

Pete Mockaitis
Yeah, totally. And you could see, I mean, the story hits home and is memorable and touching and impactful. And the statistic is just like, “Okay, those are some numbers. It’d be nice if we had better numbers than that.” as opposed to something really heavy that sits with you with your story.

Josh Bandoch
And it’s so raw where I pause there. Sometimes I’ve just started crying because it’s authentic and it’s real and it’s emotional and I don’t do it on purpose. It’s kind of embarrassing.

And yet when it’s happened, people come to me afterwards and said, “Wow, man, like that was really powerful.” So they know, they feel so viscerally that, like, I am all in on this stuff. I am totally authentic.

They can trust me and they can work with me in a way that my presentation of the data, as exact and compelling as somebody might think it is, that will never come even close to what I can do with an emotionally intelligent, morally motivating story.

Pete Mockaitis
And I’m curious, just like in ordinary business-y world, it’s like, “I’ve got a cool idea. I would like my boss to do it. I would like for him to feel excited about my idea and the possibilities for what could happen if we did it.” So what kind of stories do I create in that context?

Josh Bandoch
Part of it is trying to just grab real stories. So, like, if you’re presenting, say your manager, tell stories about the great things that everyone on the team did, “Bob did this. Susie did that. Maria did this. Andre did that.”

Tell stories about what they did because it makes it real. It celebrates your teammates. Those are tangible actions that they took. You’re also trying to craft meta stories for an organization. If you’re like a leader, CEO on the board, whatever, that’s like the vision there.

They’re really big picture things about what you’re doing and who you are and what they care about. So try to tell real stories. You don’t even have to make things up. I mean, sometimes you can. Hey, like imagine a situation, but first try to grab real stories that are authentic to you.

Maybe it’s something personal, good or bad that happened, and start with that. Because if you’re trying to solve a problem, maybe you need to start with a story that’s like, “You know, our customer, or I, or somebody, like we had this problem. And here’s a story about that.” And then there’s a story about how you can solve that problem or how that product has solved the problem.

So if you’re talking to a client and they’re like, “Well, why would I buy it from you?” And you’re like, “Well, you know, let me tell you a story about another one of our clients.” And you can tell them a story about how your product solved their problem, which incidentally is the same problem that this potential client is having.

So instead of saying, “Let me show you the data, right? Our product is 27% better than the nearest competitor. On this metric, we are 12% better. On this metric, we are 37% better. On this metric, we’re 19% better,” just tell them a story about how one of your customers, their performance, their profit, whatever, just skyrocketed because of your product. And that’s going to stick.

Instead of the data, tell them about like, company X, “Company X did this. They worked with us. It was great for them.”

Pete Mockaitis
Okay. Well, tell us, any other top do’s and don’ts to put out there before we hear about some of your favorite things?

Josh Bandoch
Yeah, so chapter eight is called “Go Beyond Words.” And we think that persuasion is all about words. They’re super important and there’s so much more that goes in persuasion than words. So I’ll flag two things. Three, because we have control over them.

The first is to be likable. It doesn’t mean that people will like you, but be as likable as possible. And we tend to underestimate how important this is. And just think about a time when you liked what somebody was saying, and because you didn’t like that person, you’re like, “Nah, I’m not going to work with them. I’m not going to do this.” So be likable.

The second is to be curious. And that actually makes you more likable. And that goes back to the questions, right, taking interest in the other person. People love talking about themselves. So be curious about them and about what their priorities are.

And the last is to control your tone. Because if I say, “Pete, that’s a great idea!” You’re like, “Okay, he probably thinks it’s a great idea.” If I say “Pete, ahh, that was a great idea.”

They’re the exact same words, and you got to, especially when you’re not calm, maybe you’re nervous, you’re overwhelmed with negative emotions, you got to control your tone because we can intuitively pick up on that tone, and it’s like, “Hmm, what’s going on there?” which also means listen for tone in your counterpart.

While you try to remain super calm, because that’s the best tone, calm, if you notice that somebody is a little anxious, again, that’s especially where those feeling questions, “You know, well, how do you feel about this?” “Oh, I don’t know, man. Like, I’m not sure if this works for me because of X, Y, and Z.” So watch your tone and watch their tone, too.

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

Josh Bandoch
It comes from a poem from Samuel Beckett. The six lines are, “Ever tried. Ever failed. No matter. Try again. Fail again. Fail better.”

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

Josh Bandoch
The intuition stuff that we talked about a lot today. As reluctant as I was to accept it at first, A, it’s true, and, B, it’s really powerful. So I think our intuitions are just the coolest thing ever now, whereas, I used to think, “Ah, I don’t know about this stuff.” And there’s just an abundance of research that has showed that.

Pete Mockaitis
All right. And a favorite book?

Josh Bandoch

Danny Kahneman’s Thinking, Fast and Slow. It’s one of the best books I’ve ever read.

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

Josh Bandoch
A notebook. I think in a digital age, we forget how powerful it is to pause, close a computer, get out your favorite pen – I’ve been using the same pens for 30 years – and just write your thoughts down and capture them. When you’re in a meeting, write things down in a notebook. It’s so powerful, and it’s a forgotten superpower to do that.

Pete Mockaitis
And a favorite habit?

Josh Bandoch
My new favorite habit, I try to just add new habits in over time, is to meditate.

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

Josh Bandoch
Yeah, this is maybe a good concluding point. I think that, every day, in our personal and professional lives, throughout every day, we are faced with a decision, “Do I want to be right or do I want to make a difference?” It’s really easy to be right.

You go on Twitter X, whatever, you blog post something, right, send that email that you wish you hadn’t sent. Being right is really easy and, oftentimes, it’s counterproductive. Making a difference, by contrast, that’s what persuasion is all about.

And that’s a much more satisfying and, upfront, a more time-intensive enterprise. And that’s how you succeed time after time after time again. That’s how you get what you want.

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

Josh Bandoch
JoshuaBandoch.com, connect with me on LinkedIn. Check out the book, just go to my website or just Google How to Get What You Want. My last name, Bandoch, B-A-N-D-O-C-H. It’ll come right up, and check out the book.

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

Josh Bandoch
I would say it’s returning to that in every interaction, “Do you want to be right or do you want to make a difference? And if you want to make a difference, what do you do?” You have to put them first, be extremely attentive to feelings, and bring a lot of attention to generating the right feelings.

And if you do that, you’re going to grease the wheels for shared action time after time after time after time. It’s magical once you get it going.

Pete Mockaitis

All right. Josh, thank you.

Josh Bandoch
Pete, thank you so much.

1127: How to Look and Sound Confident Even When You’re Not with Montana von Fliss

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Montana von Fliss shares her expert strategies for appearing more confident, no matter what you’re communicating.

You’ll Learn

  1. How to override your critical self-talk
  2. The #1 habit most communicators neglect
  3. Three simple tips to upgrade your presence

About Montana 

Montana von Fliss is a keynote speaker, public speaking coach, and CEO of Montana & Co., where she and her team help people deliver the best presentations of their careers. Her TEDx talk How to Be Confident (Even If You’re Not) has 3M+ views. With 17 years coaching at companies like Microsoft, Amazon, and Google, and 30+ years as an actor/director, Montana teaches speakers to show up with clarity, presence, and real confidence.

Resources Mentioned

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Pete Mockaitis
Montana, welcome!

Montana Von Fliss

Hello. Pete, hi! Thank you so much for having me!

Pete Mockaitis
Oh, thank you. It’s great to have you here. I’m excited to talk about confidence. Tell us, you’ve done a lot of coaching with a lot of people. Is there a top thing about confidence that has really surprised you and your clients again and again?

Montana Von Fliss
Yeah, that confidence is not an innate trait. You don’t have to be born confident. It can be learned. It is a skill that you can practice and learn.

Pete Mockaitis
All right. That is encouraging. I guess that’s what we’re trying to do here. Otherwise, it’d be a very short interview, Montana.

Montana Von Fliss
I think so.

Pete Mockaitis

It’s learnable. Cool. All right. Well, so I’d love to hear perhaps an inspiring story of just that, someone who was not so confident, learned the things to do, did those things, and walked out much more confident.

Montana Von Fliss
I think I’m a great example of that. I certainly wanted to be on stage. From a very young age, I wanted to be an actor, and that was the path that I went down. But I also almost always felt nervous stepping on a stage, sometimes downright terrified, really. And yet I just kept doing it because I loved everything about it.

So, I just kept doing it, sort of stubbornly just kept doing it. And I am the poster child for, if you just keep going, keep practicing, keep giving it a go, keep going up for that next time at bat, you will improve in many ways, really, but certainly, I think, in terms of confidence.

And I can tell you a very specific story about how I sort of figured out a little hack to how I could reliably give myself the confidence I needed to get on big stages.

Pete Mockaitis
Well, yeah, so you’re feeling nervous. What happened next?

Montana Von Fliss
Well, at first, I just white-knuckled it like, “Uh, I don’t like this feeling. We’re on the roller coaster, but I guess the show’s about to start. So here we go.” And I just sort of would get through it, I guess. I didn’t have a plan. I just thought, “This is terrible.” And then, life would move on, and I would try to push it down, stop it from happening.

But over time, I just kept sort of banging my head against that wall, so to speak. And I came to this realization, like, “Well, that’s not working. So what else could I try?”

And I realized that I was memorizing my lines, I was working very hard on what I was saying out loud. So when I was an actor, those were memorized verbatim scripts, right? If I was a presenter or a speaker in a professional context, then I was writing those words myself and I was spending time crafting that narrative. But I wasn’t spending any time writing, crafting, exploring, playing with the narrative I had in my head, right?

And the moment I decided to apply what I do for my out-loud text to that inner text, everything changed. I was like, “Wow, you can do this? You can go in there and sort of tinker with how you talk to yourself?” And that began this really great ever-evolving, it’s still evolving for me, grand experiment in how you talk to yourself and how you can change that up and how much it really matters in terms of the result in your performance.

Pete Mockaitis
Intriguing. So, thinking about the lines that you’re saying to yourself and then proactively reshaping them so you’re not just the actor, but the playwright. Nifty. Could we hear some examples of some common inner texts or lines that you said to yourself frequently and what you decided to substitute in, in the edit?

Montana Von Fliss
Absolutely. So, a common one for me was, and still sometimes is, something like, “You better be perfect. Don’t mess up. What if they find out that you’re not very good at this, that you’re not the person to listen to on this topic?” Definitely a lot of thoughts like that. “Don’t mess up,” a lot of things like that. And sometimes even kind of ugly or darker ones, like, “What if they don’t like you?” which is interesting.

But, anyway, I’m sure people can relate to whatever your own little unhelpful thoughts that come in. So, those would come in. And again, normally, I think I would just sort of be in the grip of these thoughts, like they would sort of take over and then, at some point, I would just walk out onto the stage with these thoughts running.

Now, still a win, I walked out onto the stage. But once I started making my own silent script for the moments before I stepped on the stage, then I would have an answer available to those sentences. So, for example, when I would hear something like, “You better be perfect,” the moment I became aware that I was getting that old message again, I would say, “Oh, I hear you. Thank you. Thank you for trying to protect me.” That’s a new one. I’m slipping in there, “Thank you.”

You know, it’s like my anxiety or whatever, trying to protect me, “Thank you. That is not my measure of success for this presentation. My measure of success is have I helped at least one person in this room?” Now that came out of me setting the silent sentence, the intention, that what I want to do with this presentation is help at least one person here today, right?

So, that was me sort of sitting down and, like, rewriting that silent narrative in my head and having that little silent script ready so that, when that ugly unhelpful thought came in, I actually had something there, memorized, practiced in the script.

Now, sometimes it turns into a little dialogue where it will go, like, “But, but, but have you thought of this? What about this other fear? Excuse me, what about tripping? Have you thought about tripping? Have you thought about what if the tech doesn’t work?”

At first, that kind of bummed me out, that like, “Ah, my little trick didn’t just make anxiety, you know, poof and disappear.” But then I realized, after watching Inside Out 2, seriously, I realized, “Well, what if all the emotions, including anxiety and fear, are on my side? They’re there to help me. So it’s just doing its job, right?”

So it says, “Be afraid of this thing.” And I go, “Thank you. Thank you so much for trying to protect me,” which, by the way, that immediately starts to change the relationship, “I’m doing this.” And then I say, I sort of take back my power by saying, “Here’s what I’m going to do. I am going for the goal of helping at least one person here.”

It usually doesn’t go, “Oh, okay, cool. You got this.” It usually goes, “But, but, but how about this?” And I go, “Thank you. I hear you. And I’m going to keep walking to that stage because I really want to help that person who’s out there waiting for me, right?”

So I, generally, have to insist gently, kindly, with gratitude, insist that I’m going to do the thing that I set out to do. And that, I have to be honest, I’m still shaking, like the adrenaline burst has already happened. The fear chemicals have been released. So I’m still shaking. I’m still sweating.

I’m still having those thoughts of like, “Well, why don’t we just run away instead? Wouldn’t that be better if we just didn’t do this?” And I just have to gently, almost like a parent talking to a child, like, “I hear you that you want to do that and we’re going to do this other thing instead. You are going to wear your jacket as we go out into the snow, yeah?”

Pete Mockaitis
Well, yeah, I like that a lot, the assertive, decisive, clear word to yourself. And I think that, just at the gym this morning, I was sort of annoyed by some things that are on the TV. I don’t even remember what it was. It was like an advertisement or a program that I just thought it was a waste of time, unnecessary, distracting, and irritating. I’d rather just not have all those screens going, you know?

So there was something going on. And I could go down a loop of, “Oh, why is this like this? I don’t like that. That’s so annoying. Why don’t people…?” you know, whatever. Just a whole whiny interrogation that doesn’t really lead to insights.

And I just found myself saying internally, “I refuse to spend a second attending to that.” And I did. And it was like, “I’m just going to look not at those screens, but elsewhere,” and it was a much more enjoyable experience. So I love that, that it’s decisive, it’s assertive, and you call the shots, you have the authority, and you take it and you deploy it with a definitive statement.

Montana Von Fliss

That’s a great example. And that, to me, was revolutionary. You know, realizing that, at any moment, I have the power to make a different choice and, especially, I have all the choice in the world about how I talk to myself. And how you talk to yourself really matters, and we do it all day long, right? Pick up glass. Take sip of water. We’re really good at following our own instructions.

But the trick is sort of noticing that and then going, “Oh, how would I like to maybe tinker with that?” especially if it’s not working very well for us, right? And I think that is not necessarily a new idea, the fact that we can edit our self-talk, we can practice positive and constructive self-talk.

But the idea that I’m adding to it is, “Why not put it in the script?” Like, it’s the silent part of the script before you begin speaking, or perhaps it’s in the pauses in between, or really anytime you need it, but put it in the script and practice it as much as you’re practicing the out loud bit.

Pete Mockaitis
Oh, I like that a lot.

Montana Von Fliss
So it becomes part of the script. It becomes default. It becomes part of you, just as easily as you can rattle off, I don’t know, the three points that you’re deciding to speak for this communication. You’re also just as able to access that silent instruction that is more constructive and is setting you up for where you want to go.

Pete Mockaitis
Let’s hear about practicing it, what does that look like in practice, the practicing of the internal dialogue?

Montana Von Fliss
Yeah, so, I mean it when I say it’s the silent part of the script. So, actually, write it down in your script or however you keep your notes. I put it in parentheses myself, just as a signal to myself that it’s an internal thought. It’s an inside voice rather than something I intend to say.

And so, whatever kind of notes you use, that can be, you know, the little speaker notes in PowerPoint or that could be, like, sometimes I’ll write it down on a sticky note and tape it to my monitor if it’s a virtual presentation. But, certainly, it is part of the script such that every time you run it, every time you practice it, you will start with a silent sentence, and then go to the out loud part.

So, an example of that, you know, mine, I have several. Now, the one that I mentioned in my TED Talk is, “I invite you to be here with me while I am here with you so that I can help you to the best of my ability.” Now, that’s long, but I’ve said it so many times that it’s just right there for me. Sometimes I will collapse it and just say, “Invite and help.” And it does the job for me because I have it so ingrained and such a habit, and it brings all the goodness.

Lately, I’ve been loving the silent sentence, “Let’s grow. Let’s grow.” So short, but it’s got the “Let’s,” which got the invitation part built in, which I love. And then “Let’s grow,” right, it reminds me that we’re both learning. I may be giving the presentation, but I’m learning, too, as we’re doing this and we’re partners in this, yeah?

So, the way that that might look, I’ll have, “Let’s grow” at the top of my script. So, inside my head while I’m doing a rehearsal or practice run, right, it’ll be something like, and this is the silent part, I would say, “All right, I invite you to be here with me while I’m here with you so that we can grow and learn together.” Or, perhaps it’s, “Let’s grow. Hi, my name is Montana Von Fliss. Prepare to be amazed,” or whatever my intro is, right, that I say out loud.

So, it would, literally, if someone were watching me, it would look like me looking around at my imagined audience. Then they would hear me say, “Hi, my name is Montana Von Fliss,” etc. Yeah, so it might not look like much, but what you’re doing there is you’re saying that silent bit in your head, the silent part of the script, you say your out loud part. And then when you go back to start again, you start with that silent sentence.

Pete Mockaitis
Well, that’s really cool, in terms of thinking about integrating the silent sentence in any place you are doing a meeting, a speech, a presentation, or just, like, a one-on-one conversation with someone that you’ve done some prep for because it’s part of it and it’s to yourself and then it shapes what follows. And I just think that’s a cool thing where you might integrate in all kinds of conversations. And I think that’s really nifty.

Montana Von Fliss
Absolutely. Yeah.

Pete Mockaitis
I guess I was curious to hear with practicing internally, if what I imagined was when you said you’re in your internal script, you might go with, “Oh, what if I mess up? You better be perfect.” And then you have your response that you’ve practiced internally, which is, “Well, hey, I succeed if I’ve transformed just one person,” or that kind of a response.

What’s funny for me is, I think, because I’ve been there, and then I’ve had the worry. I’ve had the response about one person. And then I’ve got the counter response like, “Well, Pete, if there’s 300 people in this audience, and you’ve only transformed one people, then 299 people have wasted their time. And that’s really a failure for what you have done to all of these people.”

So, not to diminish that very powerful, hopeful, useful thought, but when the brain is in scared, anxious zone, or just snippy, grumpy, and goes there, do you practice the counter counter-response, or do you just redirect like, “Well, we’re doing this now”? Or, how does that work internally and how do you practice that?

Montana Von Fliss
I always have a counter response, but it usually stems from what my base thought or my initial silent sentence was. So, for example, if my silent sentence is, “I’m here to help at least one person in this room,” and then the counter thought is, “Yeah, but it’s a failure if you don’t help the other 299.”

I’d say, “And I said, I want to help at least one person. Everyone is invited to this information and these new ideas. But my personal goal is that I want to reach that one person who gets me, who needs to hear what I have and really plugs into my way of looking at it.”

So, do you hear that counter response is really just an emphasis of my original thought?

Pete Mockaitis
Yeah, I hear you and I just wonder about, and maybe I’ve just got a nasty mind.

Montana Von Fliss
No, keep going. I love this. Keep going.

Pete Mockaitis
But I can counter, counter, counter the response is like, “Well, your goal is lame and you should raise your standards.”

Montana Von Fliss
Yeah, you can totally, oh, man, have I had all of those thoughts, “Your goal is lame.” Yes, you might, “Thank you for protecting me. Thank you for helping me to think of that.” And I would say, “I’m making a doable goal. And if I get more, then I have a higher likelihood of success.” And that helps me, right, to go, “Oh, I can get at least one person.”

The other thing it helps me to do, and I might remind myself of this if I’m having this little internal talk, is it always helps me to think of, regardless of how many people are in the room, it helps me to think of the power of one-on-one communication. Like, I do better in one-on-one communication. So I’m going to borrow that superpower of mine, and I’m going to activate it by thinking of this as a one-on-one, even though everyone in the room is invited, right?

So that is part of what I’m doing, is getting the best out of me by thinking of it this way. So we’re going to keep going with the idea of, “I’m going to help at least one person,” so I can activate that one-on-one communication style. And I also know, like it might go, “But, but, but, but,” I also know that I can’t control other people. I can only invite them. So all 300 are certainly invited to the information.

But I know that I’m very achievement-oriented. So if I make it a doable achievement, meaning, like, this is a goal that I am more likely to attain then I do better. That’s another part of just knowing myself and knowing what motivates me, right? So I might say, “I’m just making an attainable goal for myself. All 300 are certainly invited.” Does that make sense? Does that help?

Pete Mockaitis
Oh, yes, thank you.

Montana Von Fliss
Like, I mean, and I go on, like I have conversations with myself, or, I don’t know, my other selves. They could be my other selves, maybe my younger self. It could be my anxiety or fear, but I have full-on dialogues. So, don’t be surprised because it makes sense that it wants to continue to bargain with you in this way.

Like, because imagine you’re walking into a burning building, right, and you’re like, “Oh, I’m going to go save my Macbook in that burning building,” and your fear is going, “Don’t go into a burning building. Don’t do that. You could die. Don’t do that.”

Imagine if you just went, “Hey, it’s cool. I got this.” It wouldn’t stand down. It wouldn’t say, “Oh, okay.” It would keep trying to stop you because that’s its job is to keep you safe. And going up to speak in front of many people, and it activates a similar sort of fight or flight fear mechanism in us, right?

So it’s not unusual for it to keep fighting, to keep you safe, keep you from going on that stage. It’s just, “Do you have a prepared sentence and sort of the surrounding logic that you wholeheartedly believe in to respond to it in that moment?”

And I have found that it works best when they are tied to what you care deeply about, like, “Why are you doing this?” And even sometimes, “Why are you here on this planet? What is your purpose on this earth?” Like, I feel genuinely, I am here, in part, anyway, to help others be able to step on a stage, and to feel a little bit of ease, maybe even just find a process and a way to manage through it so that they can do it more effectively, right?

So when I attached to that in my own personal example of, like, “I’m just here to help one person,” that’s activating something extremely powerful in me. I will walk through hot coals, Pete, to help you for your next presentation. Like, that’s just how I’m built.

So, when I remind myself of that in that moment of extremis, in that moment when I’m sort of hijacked by fight, flight, you know, that fear, it acts like this override switch and I will do it kind of no matter what, is how it feels. And so, when you dig around for that for yourself, you’ll sort of know it when you feel it. Like, “Why did I say yes to this presentation? Well, my boss told me so.”

But then dig further, “Well, I like keeping my job. I like feeding my family. Well, maybe that’s it. Maybe the image of my little daughter is the thing that pulls me onto that stage or up in front of that group of people.”

Maybe you’re like me and you really love helping people, you love sharing information. Maybe it’s like problem solving. I love sharing a solution to a problem that you might have. Like, that just lights me up. Like, problem solving and puzzle solving, yeah?

When you find out what that is, that has energy, huge energy. And when you get that, like, you grab it, you write the silence sentence down, you practice it, when that voice that wants to argue with you comes in, I promise you, if you’re attached to that deeper why, you will have all the right answers to, essentially, redirect yourself to what your priority actually is in this moment.

Pete Mockaitis
Okay, so we’ve covered the internal dialogue. Excellent. How about practicing the actual external speech?

Montana Von Fliss
So practice is probably my best piece of advice as a speaker coach. It’s also probably my most ignored piece of advice. And I understand. I don’t feel like practicing pretty much ever, but I just learned as an actor, that was my first profession. I learned through that job that practice is everything. Practice is how you get ready for any type of performance, speech.

And, by the way, we already know this. We apply it easily to something like if you want to learn a musical instrument or if you want to learn a sport, right? We never go, “Okay, everybody, we have a big soccer game on Saturday. So let’s all go home and just think about how we’re all going to do well on that day, right? And then see you on Saturday,” right?

No, we would practice it as much as possible. We’d practice specific plays and all sorts of things. And yet, when it comes to public speaking, presentations, for some reason, we don’t automatically apply that. And I’m not exactly sure why, but that is another thing I’m here to tell the world. Truly, the best thing you can do is practice.

So, what that looks like is actually standing up, saying it out loud, running through your script, however you have your notes, have those up, run through your slides if you have them, imagine the audience, invite them in, make it all be like it will be on the day. If you’re going to be seated, if it’s something like a virtual presentation, open up whatever virtual platform you’re going to be on and be seated how you’re going to be seated.

Test your tech, but also run through your presentation out loud as if the audience is there. And that’s what it looks like. Really actually doing it. It’s like if you were going to learn the piano, you would actually play that piano. You would play it, right, to get better at it, to prepare for that concert on Friday.

Pete Mockaitis
Very good. And so, that’s the practicing of the external speech. And just a side note, I remember we had Diane DiResta some time ago on the show, and I said, “How much should we practice?” And she gave a very definitive answer, “Six sticks. Do the whole run through six times.” It’s like, “All right, that’s very precise.” What’s your hot take on how much practice is the right amount?

Montana Von Fliss
Yeah, it’s different for everyone, but I’ll tell you what I do. If there’s a presentation coming up for me in about a week, I will start practicing once a day.

Pete Mockaitis
That’s about six, seven. Yeah, that’s about six or seven times. There you go.

Montana Von Fliss
Yeah, so I definitely agree with that advice. So a week or two before, put it in your calendar. Practice a little bit every day. I would do, personally, I would do a full run through every day. I would also take the intro, like whatever that is for you, could be like the first 30 seconds or so, and your final sentence. So those two bookends. And I would run those three times in a row out loud, multiple times a day from wherever.

So, like, if you’re in the shower or cooking dinner or exercising. Because if those are strong and ready and available to you and they’re really boiled down and just exactly what you wish to say to tee up the entire communication, as well as to close it out strongly and stick that landing, oh, my goodness, that is so effective. So effective. So that’s how I would practice.

And then you have to figure out how to make yourself do this. And that goes to digging into, like, what motivates you. And you can go back to that great recent episode you had with Chris Bailey. I loved that one about figuring out how you particularly are motivated through your own principles and your own levers.

And so, what is that for you? And then build that in. So maybe I don’t get a second cup of coffee until I do my run through. Maybe I go, “Oh, I’ll just do five minutes.” And then, of course, I end up doing 15. Whatever that is for you to get you to just do it.

Pete Mockaitis
In a way, that’s the mini game or challenge in and of itself. It’s like, “What needs to happen for me to do it? Okay. All right. Well, let’s just do that real quick. All right, now we’re set.” As opposed to just getting in a loop of, “Oh, I don’t want to. That sounds hard. It’s uncomfortable. It’s boring. There’s a really great show I want to watch.”

You know, it’s sort of picking a new question, a new game, it’s like, “All right. Well, what’s it going to take to do this shortly? Coffee might be the answer. It could be something else.”

Montana Von Fliss
Yeah, what is your driver? And, really, you are the only one who knows that. I know some people also feel kind of funny either seated or standing up in their office or wherever, by themselves running through it. Like, that can feel silly or strange to them, especially if they don’t have a lot of performance experience.

And I get that, right? But you just have to kind of get over it. Just do it a couple of times and get over it. Because, again, doing the thing is how you will get better at the thing.

Pete Mockaitis
Certainly.

Montana Von Fliss
So that means doing it on your own. I will say, like, whatever kind of little ladder you need, like what is the smallest step you can take, and then slowly work up that ladder. So, for example, maybe you just do your intro and you’re all really like, “What do I want to say? It’s kind of…No, maybe I should sit and write it out and just think about it a whole bunch.”

I would recommend instead, just say it. Say it imperfectly out loud. Say it to the cereal boxes. They are rather – what – non-judgmental. And then after you’ve done that a couple of times, move to some art on the wall. Go to a lovely piece of art. A little more judgment there. Say it again. Then move to a beating heart, right? Do you have a pet? Say it to them. Start with the cat, then move to the dog, right?

Or, the other way around, maybe start with the dog with a little more love and acceptance, then move to the cat, then move to a human, a human being who loves and trusts you would be a good choice, I would say, right? And then maybe a dry run with your colleagues and then the wider audience.

Somewhere in there, by the way, too, you have a video camera in your pocket. Video yourself, watch it back. And I know everybody at that moment goes, “Ugh, that’s the only one, Montana, that I am not willing to do.” And I hear you and I want to tell you, every human, I believe every human feels that. Pretty much everyone feels that, “Ugh, I don’t want to watch myself, whatever that is,” that kind of discomfort.

It might feel a little funny, but wouldn’t you rather see it in advance and be able to have the opportunity to make an adjustment before you share it with a wider audience?

Pete Mockaitis
Yeah, a lot of good stuff there. Excellent. Thank you. Well, you also mentioned in your TEDx Talk, we’ve got five techniques to appear confident even if we’re not feeling it. We talked about the silent sentence and some purposeful practice. Can you give us a quick pro tip on energy levels, strategic pauses, and confident body language?

Montana Von Fliss

Yeah, well, they’re two sides to the same coin, right, if you want to look confident, sound confident, be confident on a stage. One side that we’ve spent most of our time on so far is about sort of building that confidence. You can’t always have or make yourself have a feeling, but you can invite it, right? And that’s what the silent sentence is about.

The other side of that coin of confidence is how to look and sound confident regardless of how you’re feeling, regardless of how much sleep you got the night before. And that really comes through the physical and vocal choices that you make on a stage, whether it’s virtual or in person, because we read a lot about each other based on our body language, facial expression, vocal dynamics, all of that kind of stuff, right?

So, the cool thing is that knowing that, that we read so much about that and that we can’t yet read each other’s minds, so we won’t ever know if you are actually nervous as a speaker, unless you show us or tell us. So you can use these three tips to look confident, regardless. And that is number one, turn up the energy and speak up. Number two, pause like a boss.

Number three is walk in there like a superhero. Stand in superhero. Sit like a superhero. How would a superhero sit, you know? And so, that first one is volume. Speak up. It’s hard for a lot of people to do that, truly, especially if they have maybe some cultural, different cultural background, or sometimes some stuff from childhood with parents who thought you should be seen and not heard. There’s a lot in there.

But I will tell you this idea. First of all, if it’s on a scale of one to 10, just shoot for a five. Just one notch up. That’s all you got to go for. You don’t have to shout. In fact, you know, unless you’re on some keynote stadium, you really don’t. Please don’t shout. But just turn it up one notch maybe or shoot for that five.

And the other thought there I find helpful is it really makes your audience feel more comfortable. So, for example, if I walk out and I’m like, “Hey, Pete, my name is Montana, and I’m going to give you this awesome tip about how to be better at your job,” you’d be like, “Okay, no thanks,” right? And that’s just for the most part volume.

If I move from, that was down here, maybe like out of three, and you move it right up here to a five, suddenly, it sounds prepared, confident, like I want to be here. And that doesn’t mean I actually feel that on the inside. You might be feeling hungry or tired or nervous, but if you raise the volume just a bit, they will never know. They will never know. How cool is that?

Pausing. The second one is it takes some practice, but it’s a totally learnable skill, and it sounds so confident. Just think about any great leader, any great speaker. They can pause like a boss. And it is the antidote to verbal filler. If you video yourself and watch it back, if you actually do that tip and you, “Uh-oh, I’m doing all kinds of ums.” A few ums, who cares? But if you’re doing ums every time there’s a pause or between every sentence, just pause instead, take a breath instead. So powerful.

And the third one is body language. And, I mean, that encapsulates a lot, like how to master confident body language. But that’s why I say just walk in there like a superhero, because it sort of does it all, right? It’s better eye contact. It’s a more commanding posture rather than like a closed body language, making yourself smaller or crossing your arms in front of you. It’s more open body language.

And it’s also a vibe. It’s a vibe of, like, “Yes, I got you. I got you.” And all of these, again, might feel a little funny or uncomfortable if they’re new to you. But if you really focus in on what will make the audience feel more comfortable, then you find you might be able to do these. You might have more incentive to do these, I should say.

Pete Mockaitis
Beautiful. Thank you. Well, now let’s hear about some of your favorite things. Can we hear a favorite quote, something you find inspiring?

Montana Von Fliss
I have one from the Dalai Lama here. And it says, “If a situation is such that you can do something about it, then there is no need to worry. If it’s not fixable, then there’s no help in worrying. In fact, there is no benefit in worrying whatsoever.” Thank you, Dalai Lama.

Pete Mockaitis
Okay, and a favorite book?

Montana Von Fliss
A recent book that I absolutely loved. Let’s see, my certainly my favorite book from last year was James by Percival Everett. It is a reimagining of the story of Huckleberry Finn from James’ perspective. Brilliant.

But I also love, this one is a little bit more in line with what we’re talking about, my personal Bible is called Art & Fear, and that’s by David Bayles and Ted Orland. And it’s all about how to deal with perfectionism and not let that stop you and how to just practice even when you’re not feeling like it. It’s wonderful. Check it out.

Pete Mockaitis
Okay. And is there a key nugget you share that seems to really resonate with people, you hear them quote it back to you often?

Montana Von Fliss
Oh, yeah, “Pause like a boss.” T-shirts have been made.

Pete Mockaitis
Okay. Beautiful.

Montana Von Fliss
People love that one. But also I get, “Confident Captain” quite a bit, “Montana, I’m going to be the Confident Captain.” And I’m like, “Yes, do it.”

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

Montana Von Fliss

They can come to my website, MontanaVonFliss.com, sign up for the newsletter, and get just monthly tips and offers for free coaching from me. Also, all the socials if you like to consume great tidbits that way. And I have just started a YouTube channel. So if you like watching helpful videos that are also fun and entertaining, come find me there.

Pete Mockaitis
All right. Montana, this has been fun. Thank you.

Montana Von Fliss
Thank you so much, Pete. This is really great.

1113: How to Make Memorable and Lasting First Impressions with Rebecca Okamoto

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Rebecca Okamoto helps transform your introduction from boring to powerful.

You’ll Learn

  1. How to introduce yourself in 20 words or less
  2. How to project confidence in your introduction–both in person and online
  3. Best practices for crafting great first impressions

About Rebecca

Rebecca Okamoto is a communication and clarity consultant, and the founder of Evoke Strategy Group. She helps people with something to say but struggle to say it. 

Rebecca is on a mission to change the way overlooked and misunderstood voices are seen, heard, recognized and rewarded. She works with professionals to communicate, align and influence senior stakeholders, showcase strategic thinking and explain the commercial value of complicated concepts.

Resources Mentioned

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Pete Mockaitis
Rebecca, welcome!

Rebecca Okamoto
Thank you very much, Pete. Super great to be here.

Pete Mockaitis
Well, I’m excited to chat with you. And you have a bit of a claim to fame. You are known as the 20-word person. What on earth does that mean?

Rebecca Okamoto
It means that I teach people how to introduce, market, and promote themselves in 20 words or less.

Pete Mockaitis
Well, I didn’t count those words, but it feels like you just did that to us right now.

Rebecca Okamoto
I did. It was less than 20 words. Trust me on that.

Pete Mockaitis
Perfect. Okay. Well, I mean, that sounds catchy. But, Rebecca, tell us why is this an important skill? Why does it matter?

Rebecca Okamoto
Well, I think it matters because we live in a multitasking, attention-deficit, highly-distracted environment right now, and introducing yourself is super important and making a great first impression, I think everyone knows, is important. But in this day and age, it doesn’t matter how smart you are, what a great fit you are, how much value you add, if no one’s paying attention. So, you have to be able to grab people’s attention in as few as 20 words.

Pete Mockaitis
Okay. And can you maybe tell us a story of what’s the impact of being able to do that versus not do that? Have you seen sort of any cool dramatic before-after transformations when people really master this skill?

Rebecca Okamoto
So I had a client who really struggled with explaining what made her unique. So, the reason why she came to me was to say, “I know people’s eyes are glazing over, I know I’m going into the weeds, and I just can’t explain what makes me unique, and I can’t stop myself.” So, we just worked on how to introduce yourself in 20 words.

So, I don’t know, a couple months later, she writes to me, and she says, “Oh, my gosh, I was at a networking event. Everybody went around the room and introduced themselves. I went the 20-word route.” Afterwards, some CEO comes up to her and says, “Man, you really stood out compared to everybody else. I’d like to talk about opportunities to work together.” Two weeks later, they’re meeting in New York to discuss those opportunities.

So, she went from zero opportunities and people saying no and, “I don’t understand,” to, “My gosh, everybody gets the value.” The thing that she loved was, “People get the story I’m trying to tell.”

Pete Mockaitis
Lovely. Okay. Well, so tell us, can we maybe hear a demonstration of what’s a typical, “Oh, so tell me about yourself,” or, “So, who are you or what are you about?” So, people give you that invitation, the prompt, like, “Do the thing now.” And what’s sort of a typical answer versus an optimized Rebecca-style 20-word or less answer?

Rebecca Okamoto
I think most people try to explain all of their qualifications and experiences, “So, I’m a 20-year supply chain professional, and I worked for Procter & Gamble for 15 of those years. And I worked in Singapore. I worked in New York. I worked in all these different locations. And I managed many, many, many people, and I started a plant.”

So, what people end up doing is they just talk about themselves. And, in my case, when I used to do it, I would go on for like three minutes, thinking that was an optimized pitch.

Pete Mockaitis
Yes, I remember. I remember the corporate days. I’ve been sort of on my own for a long time here, but I recall many meetings where like, “Hey, we’re doing a kickoff. It’s an interdisciplinary team with representatives from different functions and business units, and we’re getting together.” And so, we all go around and say the thing.

I remember finding that so boring, and maybe it’s like, “Oh, maybe I’m just selfish because I don’t care about what these people are saying to me right now.” But, Rebecca, you’re making me feel comforted that it sounds like this is the default way people feel when they hear most people’s introductions.

Rebecca Okamoto
It is. And I used to go, I had large organizations when I worked for a large corporation, and people go around the room like that, and I’d have to say, “Thank you,” because the first person goes on for 10 seconds and the next person does 20, and then 30, and then 50, and then two minutes, and all the time gets sucked up, and I still didn’t know what anybody did.

But if you say something more like, “Well, I help organizations struggling with transformations engage and embrace change with excellence,” so really helping people understand the value that you bring or the difference that you bring.

A really simple example I typically tell people is you’ll say something like, “I’m an award-winning bestselling author,” which is I describe myself. These are my accomplishments. But it leaves the listener to kind of guess, “What does that mean for me?” But if you said, “I help new authors get published faster,” “Oh, I get what you do.”

Pete Mockaitis
Yes.

Rebecca Okamoto
So, the reaction you’re trying to get instantly is someone saying, “Oh, that’s me,” or, “I know someone who needs that.”

Pete Mockaitis
Okay. And as you say these things, I’m thinking, I see a lot of LinkedIn taglines that sound exactly like this. I’m imagining, in an interdisciplinary team assembling kickoff at a corporate environment, if you were to say that in that environment, they might want more. I mean, it’s intriguing.

Rebecca Okamoto
That’s correct.

Pete Mockaitis
But it’s like, “Yeah, okay, but, like, so which department are you with? And what are you doing for us here in this team?” Do you expand upon that and sort of that’s your starter, and then you add in different contexts? Or, what’s the strategy?

Rebecca Okamoto
I think it depends on your environment. So, if you’re in a corporate setting and everyone’s just going around the room and the leader’s just sitting there, you don’t just, it’s just like, it’s just you one way. So, you just give a simple introduction, “So, I’m Rebecca. I’m from the Demand Planning Organization. And I tell stories with data that turn forecasts into actionable, profitable insights.”

So, now they know where you work, your name, and what you can do for them. Instead of, “I have 15 years with Procter & Gamble, and I did demand-planning, but before that I was a market planner. Before that I was in a plant. Before that I was an inventory planner.” That’s what people normally do.

Pete Mockaitis
Yeah. And I wonder what’s behind that? Maybe just because that’s what we’ve seen. But, in other ways, it’s almost like, “This is my only opportunity.” It’s like a little bit sad in terms of like the human need, you know, for validation, for acknowledgement, for mattering and significance. It’s like, “This is my time that I get to share my career arc, journey, history, because most people don’t want to hear it. But now is my moment.”

Rebecca Okamoto
Yes, or, “I don’t know what else to say. I saw everyone else doing it,” or, you just think, “I’m hoping that you understand that this is impressive and I’m impressing you.” And what you learn, instead of trying to impress people, “I’m smart,” is trying to tell people, “Here’s what I can do for you.” They remember that. It’s like, “Oh, wow, she can help me, like, with insights or with profit.” You want to be remembered for that. Not with, “Well, she worked in a lot of places. She sounds smart.” And then forgettable.

Pete Mockaitis
“I hope you understand that I’m smart. That’s like, ‘I’m kind of a big deal,’” Anchorman style.

Rebecca Okamoto
Yeah, but, you know, I was someone in a corporate career who started off super timid and I longed to be recognized. So, when I had an opportunity, I was just like, “And I worked here and I worked here and I worked here,” and I just assumed they would know that made me valuable. It made me forgettable, unfortunately.

Pete Mockaitis
Yeah. Okay. Well, so now it’s not just a matter of thinking, “Okay, Rebecca said I should do it in 20 words, and word count 18. I guess I’m done.” You actually have a process or a sequence that you walk people through in order to land on a winning 20 words. Can you share that with us?

Rebecca Okamoto
Yeah, I will say the most important thing about your introduction is that you want the person on the other side to visualize that you can do something for them. They’re like, “Oh, my gosh, we were just talking about that,” or, “Oh, I know someone who needs that.” Here’s a framework that I didn’t share, I don’t share a lot, but I tell people, “Just describe your audience really clearly.”

So, for instance, a friend of mine is an excellent executive coach, and she tells people, “I help high-potential leaders who find themselves in high-stress, high-stakes or no-win situations.” And people are like, “Oh!” And then she said the first time she did it, people are like, “Oh, my gosh, you have to meet so and so. She’s in a no-win situation.”

It makes it so clear, you just say, “Here’s who I help.” And if you’re vivid, “I help women over 50 rebrand and relaunch new meaningful careers.” “Oh, I know someone who’s just trying to relaunch their career.”

Pete Mockaitis
You know, Rebecca, what I really love about that is this is clicking for me because I recently listened to Dan Allison. He since moved on to new ventures, but he achieved great renown and fame amongst financial advisors as the guru who told them to crack the referral code, because financial advisors, they always want referrals. And this guy figured out in great detailed studies what leads clients to refer and not refer and some of the key things.

And that was one of the big ah-has, is that, from a financial advisor’s perspective, it’s like, “Who do we help?” It’s like, “Well, anybody who’s got $2 million in investable assets.” It’s like, “But that’s not very helpful in terms of being referable on the client side,” because like, “Well, I don’t know how much assets my brother-in-law has. That feels rude to ask.”

But if you describe that audience very clearly, such as, “I help doctors and lawyers in their 50s figure out how to make their money work for them,” or something like that. It’s like, “Oh, I know a doctor, a lawyer, in his 50s and he actually seemed to have some questions about how to make his money work for him.” So, now all of a sudden, it’s become super-duper clear, “Oh, you two perhaps need to know each other.”

Rebecca Okamoto
Right. I work with a lot of law firms, and some of the law firms are like, “Well, okay,” or they’re lobbyists and they say, “Well, it’s not good to say you’re a lobbyist.” And I said, “Well, can’t you say something like, ‘Well, I help companies who suddenly find themselves on the wrong side of the national conversation’?”

So, like you’re the ship that just ran into the Francis Scott Key Bridge in Baltimore, and you suddenly find yourself on the wrong side of that equation, like, “Oh, yeah,” you can describe your audience’s problem. So, that’s one way.

Pete Mockaitis
“I help corporations rewrite the rules so they make more money.” That’s, like, that feels a little off-putting to most. Although if you run a corporation who wants the rules rewritten to make more money, then you would like to be talking to that lobbyist, I guess.

Rebecca Okamoto
Well, I think you want to say it in whatever they’re looking for or saying, but I normally say, “Like, I help my target audience achieve a benefit they desire.” That’s the easiest one. “And the benefit they desire is something that they say they want. So, I help worried job hunters confidently explain why they’re the ideal candidate to hire.”

So, I interviewed a lot of, when I started my career, like job hunters, and they always use the word worried, confident, not confident, and struggle. So, I decided, “I help worried job hunters confidently explain why they’re the ideal candidate to hire.” And people are like, “Oh, my sister is really struggling,” “Oh, my kid is really struggling.” They can identify. So, that’s a really effective way of introducing yourself.

Pete Mockaitis
It is really good. It reminds me of some kind of basic core principles associated with copywriting, is that, ideally, if you know the words people use, when you speak them, it’s like, “Oh, this guy is for me. That’s how I think about it. That’s what I’m looking for.” Even though you might use perfectly valid synonyms, but it’s like, “Well, that’s not what I…and I’m not sure if that’s for me or not.”

Like, I remember, one time I was doing a lot of Myers-Briggs trainings, and so, you know, I could call myself an MBTI practitioner because that’s what we call ourselves when we get certified. But most folks are just like, “Oh, what I want is someone to do a Myers-Briggs workshop for me.” It’s like, “Oh, well, I do Myers-Briggs workshops. So, then we got to talk.”

Rebecca Okamoto
Right, exactly. So, then if you’re talking to your peers, it’s different than talking to your executive, for instance. And when you’re pitching to them, you’re talking about, “What I can do to help you with your margin improvement.” But you might be telling your boss, “I can save you money.”

Pete Mockaitis
Yeah, that’s a good thought.

Rebecca Okamoto
So, your introduction changes depending on your audience and what they say.

Pete Mockaitis
Well, Rebecca, you make it sound so quick and easy. Is it so quick and easy or is there a bit more of a deep research process underlying the landing on these up to 20 words?

Rebecca Okamoto
It’s quick and easy now, but I will say that when I started, funny you should say copywriting, because I am obsessed. I’m not a copywriter. I’m a mechanical engineer.

But engineers like to figure out how things go together and I’m obsessed with the concept of copywriting. Because to me, they had to be persuasive with words. And how do you give a headline that grabs someone’s attention to get someone to want to click? So, I learned about persuasion is a journey and it’s about getting someone to want to know more. That’s how I designed my frameworks.

And then I always thought, “Well, what if you don’t have work experience? What if you’re my nephew and he’s just starting off work, and he doesn’t say, like, ‘I’ve done all these things and I can tell stories with data,’ what should he say?” And I go, “Maybe you should use your passion or your mission or your strengths.” But it’s all about getting someone to say, “Oh, tell me more.”

Pete Mockaitis
Okay. I like these rules of thumb. So, we want them to say, “Oh, tell me more.”

Rebecca Okamoto

Yes.

Pete Mockaitis
Super. So, we want to clearly describe, “I help target audience get the outcome they want.” Any other rules of thumb or things you have in mind as you’re crafting these?

Rebecca Okamoto
Yeah, I would say think about your introduction answering the question, “What do you do? And how does it help me?” So, “I help my target audience achieve a benefit they desire.” Because a lot of people say, well, 20 words, they completely miss any of my frameworks, and they’re like, “Ask me to find your purple unicorn.” “What? What’s a purple unicorn? Like, why am I asking you that?”

Because they think it’s most important to think to be clever, “I’m a process architect and I help calm chaos and spread glitter.” And I’m like, “You spread glitter? I’m sorry, why do you spread glitter?”

Pete Mockaitis
“I got to clean that up! That’s going to be a hassle. I don’t want you to spread glitter.”

Rebecca Okamoto

But they’re trying to be clever. So, it’s like, “What do you do and how do you help me?” And I’m pretty sure people are not looking for some, “Well, in the context of process engineers spreading glitter.” So that’s the other thing to think about is be clear. You don’t have to be clever.

Pete Mockaitis
“You spread glitter in our manufacturing plant that’s going to be…”

Rebecca Okamoto
That’s a problem.

Pete Mockaitis
“…problematic for our processes, in fact.”

Rebecca Okamoto
Yes. Yes.

Pete Mockaitis
Okay. And I think that’s really good to think about it for in terms of their word choice and selection because “spread glitter” might be super resonant for you and, in a way, you know, a very lovely little motto or inspiration, you know, print up accessory for your office wall. Cool beans. But to share it with others who don’t have that same perspective is just going to fall flat.

Rebecca Okamoto
Right. Or, you could just say, “I solve your problem.” Someone from 2018, he came to one of my workshops, and he said, “I read your blog and I redid my entire introduction. It’s now in six words, ‘We make Salesforce easy to use.’” And he said, now, when he introduced himself, people would stop him and say, “Hey, Bob, come over here. This guy makes Salesforce easy to use.”

It was so easy for them to understand they were recruiting people for him and they were able to repeat his personal brand, and it’s six words. So, I tell people it’s not about 20. It’s about the fewest number of words that makes the person go, “I know who that is,” or, “I want that.”

Pete Mockaitis

Okay. Lovely. Well, Rebecca, it feels like you are a master of concision or a succinctness. It seems, like, understood. What else do we need to say about this matter?

Rebecca Okamoto
So, the first thing is, then, remember it’s about your audience not yourself, and don’t try to be clever, and then you have to practice. So, I have a lot of people tell me, “Oh, yeah, I’ve worked on my introduction. Wait, let me…It’s in my phone.” And I’m like, “Okay, that’s actually not going to work.” You have to memorize it and then you practice it, because you want the intonation to sound confident. You want to be able to say it anytime someone waves a microphone in front of you.

I’ve had people try to, like, sneak up me and say, “Introduce yourself” at a lunch thing and say, “Stand up and introduce yourself.” And I’m like, “That’s never going to be my problem because I’m always going to be able to introduce myself because I practice.” And first impressions really matter. So, I would say practice, practice and practice.

Pete Mockaitis
Yeah. To the point about practicing, we had a previous guest, Laura Sicola, on the show, and she made a phenomenal point, is that we know our names so well, or maybe anything that we know super well. We have a tendency to speak it super-duper fast.

And I think I’m guilty of this in my own podcast intro, like, “To check out the show notes, or the transcript, or the links to the items that we’ve referenced, go to awesometeourjob.com. So, I was like, “Okay, hold up. If it’s a new person, like, ‘Oh, what, what, what, what, what all is there? Huh?’” It’s, like, I have to continuously remind myself, and sometimes I fail here.

It’s to think about them hearing it for the first time. And she says, many of us were saying our names wrong, like, “I’m Pete Mockaitis.” Like, “What? What?” It’s like, “I’m Pete Mockaitis.” So, there’s the pause, and then the intonation movements, that the name itself is heard very clearly, which is actually a genuine risk because we know our names so well, we might spit it out too darn fast.

Rebecca Okamoto
Right. And people tend to go, like, “My name is Rebecca Okamoto?” Like, you’re asking a question, “You don’t know your name?” You’re not realizing that you’re just saying it so fast. Yeah, so I tell people record themselves. That’s what I do. I practice all the time to get that muscle memory, because introducing myself is important and I do it for a living. So, I do that.

And then I always say the last tip is test it out because it makes sense to you, but it may or may not make sense to someone else. So, a different executive coach, I was in a workshop with, and he said, “Oh, I have one. I help high-potential managers having problems right now.” And I’m like, “Well, what does that mean having problems right now? What kind of problems?”

And he said, “You don’t understand?” I’m like, “No, I don’t understand.” He goes, “Well, that’s because you don’t understand.

Pete Mockaitis

Health problems? Money problems? Marital problems?

Rebecca Okamoto
I know. Exactly. And I’m like, “I think it’s unclear.” And he goes, “It’s not clear. You don’t understand.” I’m like, “That’s what I’m telling you. I don’t understand.” So, he was angry at me, and I’m like, “I’m the listener. How am I supposed to recommend you to someone?” So, if someone tells you it’s not clear, you get defensive. It’s a sign that it probably isn’t clear. Just because you understand it, your introduction is for the listener, not for yourself.

Pete Mockaitis
Yeah. Certainly, because, in a way, I’m imagining that that could become super resonant shortly, it’s like, “I help managers who have problematic employees they’re worried about firing or something,” or something. Or, “Who may need performance improvement plans.” It’s, like, that could be like, “Oh, my goodness. Thank you. I’ve been worried about this and didn’t know what to do about it. And here’s a guy who can help.”

Rebecca Okamoto
Right, yeah. And what you find is, if I tell people, like, “I help new entrepreneurs introduce market and promote themselves in 20 words or less,” people say, “Well, do you help, like, not new entrepreneurs?” They’re like, “Who else can you help? Can you help students?” If you’re really clear about your audience and it makes a very clear impact on the person, the chance of them saying, “Do you help someone else go way up?”

But if you’re like, “Oh, I help this group, that group, and the other group,” when people say, “Oh, I’m the,” – what is it? – like, the generalist or whatever, or, “I’m some kind of, I don’t know, multi-tool,” and you’re just like, “It’s too broad, and no one can envision what that will do for them.”

Pete Mockaitis
Okay. Yes, the visualization point, again, coming back.

Rebecca Okamoto
Yeah, “I’m a jack of all trades,” and you’re like, “What would I do with a jack of all trades? Can you help me troubleshoot this type of problem within 90 days or less? Can you help me get this result without, you know, using a lot of capital? That’s what I’m looking for.”

Pete Mockaitis
Okay. Well, let’s talk a bit more about when we do the practice, we talked a bit about the pacing. And then we talked quite a bit about the actual word choice themselves. Can you give us some perspective on tone, rhythm, body language, anything else when it comes to the delivery of these up to 20 words?

Rebecca Okamoto
Laura Sicola, I’ve seen her TED Talk. I actually heard the same advice she gave in her TEDx Talk from a Dale Carnegie class, which is saying your name is really important. And as someone who have been on the receiving end of people from all over Asia, where I didn’t know their language, you don’t want to be like, “What was your name again? What was your name again?” So, saying it slowly and practicing is really important.

And then from the pacing standpoint, you don’t have to say it super-fast, because you’re trying to get a conversation. So, it’s like, “Here’s what I do.” And I like to say mine with a lot of confidence. So, it’s just like, “That’s what I do.” And I make my tone bend down at the end, “I help people introduce, market, and promote themselves in 20 words or less.” And just give it a pause.

Pete Mockaitis
Okay. And then, hey, facial expressions, hand gesture, posture, anything to think about there?

Rebecca Okamoto
Well, I guess if you’re just sitting, you know, you can only do so much. I would use your hands. Palms up is a very famous one, where speaking with your palms up. Smiling is a really big deal. It’s been shown that people who smile are, like, just genuinely more likable from a first impression standpoint. So, you want to sit up straight. You want to have good posture. If someone told you have good posture, it makes a difference.

I also think that if you’re standing, that whole thing about eye contact, but if you’re on a Zoom call, you want to look into the camera and you want to simulate what eye contact is so that it looks like you’re looking someone in the eye.

Pete Mockaitis
That’s good. Well, I was just about to ask about this in the digital world, any perspectives on making great first impressions when you do have that digital domain going on?

Rebecca Okamoto

So many people turn their cameras off. You want to have your camera on.

Pete Mockaitis
Whole time?

Rebecca Okamoto
Yes, whole time. And you want to look into, when you’re speaking, you want to look into, whatever, you have a red dot or a green dot, whatever you want to look into that camera. A friend of mine is a coach for people who do a lot of things on Zoom. And one of the things he told me to do is stop using big hand gestures and moving back and forth.

He said, “So, you want to sit and ground yourself. Think of it like a close-up on a camera.” So, he said, “When you’re on a stage, yeah, big arm gestures, big, bold gestures are good. But when you’re sitting there, moving around is very distracting. It makes you look nervous.”

Pete Mockaitis
Okay. Understood.

Rebecca Okamoto
Yeah. Oh, I have one other tip from an introduction standpoint, which is I have multiple introductions for people. You have different audiences. They’re at different levels, if it’s in one organization. You don’t need one introduction that fits for everyone. You have an introduction for the type of people that you’re meeting.

Pete Mockaitis
Certainly. So, in a social environment, in which you are not expecting to generate business or professional anything, we would be going in a totally different direction.

Rebecca Okamoto
Right.

Pete Mockaitis
Well, now I wonder, is this, so we probably no longer use the formula, “I help target audience get result they want”?

Rebecca Okamoto
Sometimes you can, it kind of depends on what you’re doing, but you might want to do like your passion, mission, or strength, you know, “I work in the healthcare field and I’m passionate about helping people in need, creating opportunity for vulnerable communities.” You might want to talk about it that way.

Pete Mockaitis
Okay.

Rebecca Okamoto
Who you serve, so they’re like, “Oh, I love that you help people in need.” But again, it’s all about creating a visual in your audience’s mind so they can be like, “That’s really great. So, tell me more.”

Pete Mockaitis
And how about purely social?

Rebecca Okamoto
Well, I mean, I still tell people what I do. So, it’s like, well, you know, if I’m sitting on a plane and I don’t know the person, and they’re like, “What do you do?” “Oh, I work with…” I’ll just pick something that I think is generic, because I’m just looking to, well, I’ll say spark a conversation, “I work with personal branding and I help people introduce themselves in 20 words or less.” So, it just makes it clear what I do, whether they say, “I know someone,” or not. I just want them to be like, “Oh, that’s interesting,” so they can see what it is.

Pete Mockaitis
Sure thing. Got you. I guess I’m imagining, so we’re at a barbecue and it’s, “Oh, hey, what’s going on?” “Oh, hey, I’m Pete.” “Hi, Pete. What’s your story?” Like, “Well, there’s many ways I could go with that, sir.”

Rebecca Okamoto

Yeah, I mean, you could say like, if you want to talk about your work and then you want to put it in like, “I work in the supply chain and it’s like being a…” well, maybe this is not a good example for today’s environment, which is like, “I’m like an air traffic controller that helps, you know, products go from A to B, crossing the country,” something like that. Or, “I make things make sure that they show up on your shelves on time.” Really generic, the way you would describe it to your seven-year-old nephew or niece.

Pete Mockaitis
Okay. Certainly.

Rebecca Okamoto
Yeah, that’s a good way of doing it so that if you’re like, “If I could explain it to a kid, it’s probably a generic enough one to use in a social environment.”

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

Rebecca Okamoto
No, I think that that covers it. I just really love it when people tell me that it made a difference where they felt seen and heard. That’s the greatest part about having a great introduction.

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

Rebecca Okamoto

I say that my favorite quote is from JFK’s “moon talk.” So, at Rice University, 1963, he said, “We choose to go to the moon. We choose to go to the moon in this decade, not because it’s easy, but because it’s hard.” So, I find it very inspiring that, and he said something similar when he gave a, I think it was at a prayer meeting. He said, you know, “Do not pray for easy lives. Pray to be stronger men.” I think it’s really important that we try, and I think that adversity is a good thing. So, I find it very inspirational.

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

Rebecca Okamoto
I’m obsessed with the dilution effect, the dilution factor. So that is, it means that the more you speak, the more you try to explain, the less impact your message has, which is just another reason to say why you want it in 20 words or less. You don’t need a lot of things. You just need one thing for someone to grab ahold of.

So, I’ve been studying a lot of the dilution effect. And then I try to tell people when I coach them, “You’re diluting your message. You’re making it hard for me to understand. So just give me one thing and let me ask you about the rest.”

Pete Mockaitis
All right. And a favorite book?

Rebecca Okamoto
Never Split the Difference by Chris Voss, who I believe was one of your guests, yeah.

Pete Mockaitis
He sure was.

Rebecca Okamoto
I mean, I recommend his book because then you can help people with the intonation and they can understand how important it is to get someone to say, “Oh, my God, that’s me.” And that’s what your introduction is, very similar to that.

Pete Mockaitis
And a favorite tool?

Rebecca Okamoto
I’m obsessed with copywriting. So, the tool I use when I work with people is it’s called problem agitation solution. So, when you’re pitching yourself, you give them the headline, which is, “I help people with something to say, but struggle to say it.” Then you talk about a problem that people have and you sort of agitate it, and say, “Here’s how I solve it.” So, I love that tool.

Pete Mockaitis
And a favorite habit?

Rebecca Okamoto
I have a new habit. I have been working on using rituals. Rituals are a sequence of things that you do to focus yourself and really imbue purpose to the activity that you’re doing. A really famous person that does this is Rafa Nadal, a tennis player. Like, before he serves, he goes through a sequence of things to get himself ready. He sits down between points, and he like straightens his water bottles, and he’s just ordering his mind and he’s getting himself set.

So, I’m like, when I write, instead of procrastinating, instead of getting popcorn, I’m going to have a ritual that makes it really meaningful for me to sit down and, whether it’s 20 minutes or two hours, focus and purpose.

Pete Mockaitis
And what is the ritual?

Rebecca Okamoto
I grab a mug of a hot beverage, I take a few deep breaths to center myself, and I ask myself how I’m feeling, because if I’m feeling purposeful, that’s good. If I’m feeling overwhelmed, nervous, whatever, I ask myself, like, “Hey, what’s going on? Why do you feel that way?” And then I tell myself, “Be grateful for the moment and the opportunity that you have, that you get to write, that you get to help people. And what is your purpose?”

And when I center myself on my purpose and who I’m trying to serve, all of that stuff goes away. And it takes me – what? – two, three minutes, kind of center myself. But it always starts with a mug of like a hot beverage. I don’t know why, but I just like that. And now every day, and I used to do it randomly. Now every day, either at 7:00 a.m. or 10:00 a.m., I have a mug of something and I start my day really focused.

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

Rebecca Okamoto
So, since I gave this TEDx talk about how to introduce yourself and get hired, people play it back to me all the time. I didn’t realize that it’s about you versus about me. So, I tell people about me is something like, “I’m an award-winning bestselling author.” About you is, “I help new authors get published faster.” They play this back to me all the time.

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

Rebecca Okamoto
They can come to my LinkedIn profile, which is just Rebecca Okamoto, or they can go to my website, which is 20Words.com, the number 20, words.com, or Rebecca@20Words.com.

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

Rebecca Okamoto
Yes. So, I will tell you my challenge to them is to think “What if?” What if that inner critic inside your head is wrong? What if that inner voice is wrong? So, when you introduce yourself before, and you’re like, “Oh, I’m no good. I shouldn’t have even tried,” what if the only thing, the only difference between that being seen and heard and recognized was your introduction, was your ability to be clear? And it’s a skill, not a problem – “What if?”

Pete Mockaitis
All right. Rebecca, thank you.

Rebecca Okamoto
Thank you.

1091: How to Persuade and Motivate Action through Compelling Data Stories with Mike Cisneros

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Mike Cisneros shares principles for turning graphs into persuasive stories.

You’ll Learn

  1. Why analysis alone won’t persuade
  2. The antidote for complex and overwhelming data
  3. Why NOT to answer everyone’s questions

About Mike

Mike Cisneros is an award-winning data visualization specialist and co-author of Storytelling with Data – Before & After: Practical Makeovers for Powerful Data Stories. A two-time Tableau Visionary, he helps organizations turn complex data into clear, actionable visuals that drive better decisions. He works with the team at storytelling with data to help people and businesses communicate more effectively with data.

Resources Mentioned

Thank you, Sponsors!

Pete Mockaitis
Mike, welcome!

Mike Cisneros

Hey, thank you very much. Great to be here.

Pete Mockaitis
Well, I’m excited to be speaking to an esteemed data storyteller. And we’re going to hear a lot about that. But one story I got to hear right away is what’s up with you and Jeopardy?

Mike Cisneros

Okay, so throughout most of my adult life, I have occasionally tried to take the Jeopardy test to see if I could get on to the program. I’m currently in the active contestant pool for Jeopardy, which means I’ve gone through a few different rounds of practice, of trying to get further along in the process.

I’ve done the in-person interview with the producers, which means that me and a few hundred of my, hopefully, future contestants, competitors, let’s say, are just waiting to get the call to see when and if we’ll be invited to appear on the program.

So, it is exciting. It is about, I would say, a one-in-five shot at this point, but it’s much closer than I’ve ever been to date. So, keep your eyes and ears peeled.

Pete Mockaitis
And I’m imagining, with data storytelling, you could make quite the slide revealing what your odds were at each stage along the path to now.

Mike Cisneros
You would not be surprised to find out how many people are invested in tracking and analyzing the data of the games over the course of history. There are sites that track every single question, every contestant, how well they were expected to do, how fast they are on the buzzer, what they could, theoretically, be. It’s a whole universe.

Pete Mockaitis
Intriguing. Well, that is, I did not know, but now that you mentioned it, it seems like, yeah, that feels about right. So, let’s hear about your book here, Storytelling with Data: Before and After – Practical Makeovers for Powerful Data Stories. What’s the big idea here?

Mike Cisneros
Everybody loves a makeover, right? It’s fun to see when something starts from kind of a jumble and we put it into order, we organize it, we make it work in a way that is aesthetically pleasing, that is functionally pleasing. And Storytelling with Data is all about helping people to communicate more effectively with their data. And that oftentimes means putting it in the structure of a narrative.

And so, over the course of years, what we’ve seen is there are a lot of different challenges that different companies and people face, but they’re very rarely unique to a single organization. So, it’s, “We don’t have enough time,” or, “We don’t know what level of detail to get things to,” or, “We don’t have one specific audience. We have to consider multiple different groups of people. How do we use the tools that you’re teaching us about in your workshops to achieve these different goals?”

And that’s what our book is about. We’re using different case studies, 20 different case studies from our real experience with clients on how to apply these techniques that we have taught over the years to specific goals, to specific areas where you have different challenges or things that you’re trying to achieve.

Pete Mockaitis
Okay. Well, being in the trenches like that, I’d love to get your hot take in terms of what’s the median level of data storytelling ability in corporate America nowadays? Is it okay? Is it shockingly terrible? Is it excellent? Where would you put it?

Mike Cisneros
What I would say is that there is a facility for data out there. People tend to know, especially people who are data analysts by trade, certainly know how to work with data. They know how to analyze it. They know how to explore it. And almost everybody knows how to tell a story. It is a natural function of being a human being.

And this is how we have taken in information throughout most of recorded history. It’s when you’re at a barbecue, that’s how you build social connections, is you’re telling one another stories, and it’s a very natural thing. But for whatever reason, we don’t seem to be able to mesh those two things together to figure out how to take these data that we have acquired and analyzed, and tell an efficient and effective story with it.

I guess it’s because when we were in school, nobody taught us to do these things at the same time. They always taught one thing or the other thing. You have English class and you have Math class but you never have something that combines the two of them.

So, to answer your question, I think that people are good at data analysis, people are good at storytelling, they’re just not good at getting used to doing these things at the same time, which is a shame because you do all of this work as a data analyst to find interesting things, to find stuff that you think needs to happen in order to make not just the company more money or make a bigger benefit for your team, but to, generally speaking, make lives better.

Because all of the data that we work with, in some way or another, I think, represents a human being, an aspect of being a human being, or something that affects a real person’s life. So, you don’t want all of that effort, all of that enthusiasm, all of that energy, emotional investment to go for naught.

You want to make sure that all that stuff that you’ve done, when it comes time to tell somebody who can do something about it, you want to make sure that it resonates with them, that it gets them motivated to do what you think needs to be done. And that’s going to be much more likely to happen if we master these storytelling techniques and figure out how to connect with our audiences that way.

Pete Mockaitis
Mike, you got me fired up. Preach it. I’m totally on board with that message. And I would love it if you could make it all the more real for us with a story. I think some folks might say, “Well, you know, hey, the data is the data. Those are the numbers. They show the numbers. We have a meeting about the numbers, and then we do what we do.”

Can you tell me what really happens when we tell a disappointing to mediocre data story versus an outstanding data story? What really is possible when we do that makeover, that transformation?

Mike Cisneros
When we classify something as a mediocre data story, a lot of times what we are saying is we assume that the data is going to tell the story for us. And this is natural because, when you are an analyst and you are working with this data all the time, it makes perfect sense to you. And the more you work with it, the more you feel like it’s super obvious.

And you imagine that you’re going to show it to somebody else, you go, “Here, see?” And they’re going to just be wowed by exactly the same things you were wowed by. But they’ve never seen this before. And they honestly don’t care about it nearly as much as you do. They have lots of other things they care about.

This is just the way that organizations work, is that if you don’t have the authority to do something, you’re probably moving up the organization to get the authority or pass it on to somebody who has the authority to do something and they don’t have the time. So, you have to make it matter to them in this way.

And this is something I wish I had known when I was a younger data analyst, by the way, because most of us don’t get into this field because we love talking to people. Most of us get into this field because we like the cold comfort of numbers and of objective analysis. But it is that figuring out how to communicate effectively with people that’s going to make the difference.

So, I had an example that… it was for an organization where they were doing investments in a country. They were doing development loans and that sort of thing. And they had ran some models on, “Here’s how much we think the imports are going to be. Here’s how much we think the exports are going to be over the course of the next few years.” And by few, I mean like 15 years. And then something unexpected happened. There was regime change in the country.

So, they had to redo all of their models. They redid all of their models and then they re-delivered their projections on a single slide. And it looked like they had gone into their statistics tool and had just regenerated the charts, and there were dozens of lines, and they were all overlapping one another. And the names of the models…

Pete Mockaitis
Oh, like the before versus after, all the stuff?

Mike Cisneros
It very much was like a before versus after, but to our eyes, this is the before. This is, “You’ve done so much work. You’ve figured out what it is that we need to do.” We figured out that even with the regime change. We figured out there are ways that we can see, “Oh, here’s how they can drive up exports. Here’s how they can drive up imports. Here’s how we could invest.” But it wasn’t clear in the way that they were showing it.

So, instead of just putting the data out there and saying, “Here’s what we think is going to happen,” you have to say, “Okay, let’s walk you through step by step. Here’s what we thought was going to happen.” And you show sort of one thing at a time and walk people through it, “Here’s the range of what we think could happen. Now here’s one specific thing. Like, if this happens, our model believes X. And so, we have the opportunity to invest in this because this will make something else improve.”

People can take in complex stories, nuanced stories, but, honestly, not all at once. We are good at learning things step by step, building on what we’ve learned. And this is one of the reasons why I’ve never been a fan of the phrase, “Explain it like I’m five,” because I’m not five. I have the ability to understand a lot more things than a five-year-old can.

I’m not stupid. I’m just uninformed. I can understand a lot if you just let me know how to do this piece by piece. So, one of the things that we encourage people to do, in this kind of transformation, is make sure that those key points, if there are a lot of points you want to make, don’t do it all at once, because it’s overwhelming to people.

Graphs aren’t poetry. You don’t have to say the most with the least amount of words or the least amount of pixels or, you know, ink on the screen.

Imagine the meetings that you have been in, where somebody comes in and they’re very proud of what they’ve done, and they put a slide up on the screen. And the same slide stays on the screen for five minutes, 10 minutes, and they’re talking you through it, but none of it changes.

And when it first came up on the screen, it was so overwhelming, you thought, “I don’t know what to make of this. I don’t even know what I’m looking at.” And you tune out right away. And then you’re forced to stare at the same thing for the next 10 minutes, and it is death. But if you, instead, were the person who was going to present the same information, you can reveal it piece by piece.

Give somebody an idea of what the context was. Give somebody a baseline. Add things to it step by step by step. And so, by the end, you can have that same complicated view, but people understand it because you built it for them piece by piece.

Pete Mockaitis
Very good. This brings me back to my Bain days. We used to say, “One slide, one point,” was a mantra that was mostly followed with some exceptions. Is that something that you agree with?

Mike Cisneros
I think, in principle, yes. It’s also kind of one graph, one slide, if possible, especially if you are presenting live. Now we all live in a world of constraints, where sometimes you have to listen to what you’re being told and they say, “This is going to be part of a bigger presentation. You’re only going to get two slides. So, figure out what to put on it.”

And most folks just jam as much information as they can all at once, lots of words, six-point font because they have to get all the details in, all the caveats. And I got to tell you, the older I get, the higher my minimum point size is for acceptable fonts. I used to design much, much, smaller type, and now I think, all right, 14 points if you’re going to present it up on a screen, 14 points or higher please, because I cannot read that, especially from the back of the room.

Generally speaking, yes, you want to minimize what you are asking people to look at in a live setting because you want them to listen to you. And guess what? People cannot read and listen at the same time. It uses the same part of your brain. It’s that verbal part of your brain, verbal processing, which is why I try not to put tables up in front of people when I’m in a workshop or when I’m in a meeting because everybody starts reading the table and doing math at you, and trying to fact-check you.

And you might be saying to them, literally, “Here’s what I want you to look at,” and they are not listening to you because they’re trying to figure out what to look at. So, yes, making sure that if you’re presenting live, making sure that you are the thing that is the presentation and the slides are just there to support you.

This isn’t the case if you’re going to send something around where you have to have a lot of words on the screen, but that’s where the difference comes in of making sure you have a story that you can write down in words and be present on the slide that you’re sending out to everybody or the takeaway, the memo, whatever it is that your organization does so that it is clear and there’s no room for misinterpretation as to what you want people to take away from this and what you want people to do with this.

Because if you don’t want people to do anything with what you’re sharing with them, honestly, why are you sharing it in the first place?

Pete Mockaitis
Yes, well said. Okay. Well, so now we talk about a story and data. For folks who aren’t even sort of fundamentally, principally, grasping, what is a data story? Can you maybe give us an example of what that might sound like in terms of, “Hey, we have a narrative, and then we have some data that fits in there”?

Mike Cisneros
Sure. I can give you an example of data versus a data story. Data is, we have some call center data. We keep track of when calls come in. We keep track of how many we get on any given day. And we can look through this on a daily basis, on an average, across days, on a days-of-the-week sort of basis.

And sometimes there are days where there are more calls, sometimes there are days where there’s less, sometimes there’s times when we see atypical numbers of calls. I can put a graph in front of somebody that shows a day where those numbers of calls were just unusual. There was a lot in some minutes, there was zero in other minutes, and it would just look confusing. But, “Oh, that’s probably bad data.”

Or, you could tell the data story of, “What we are normally expecting is to see this two peak, this bimodal distribution over the course of a day. We see peaks in the morning on the East Coast. We see a little peak around lunchtime on the West Coast. On this one particular day, we saw these weird drop-offs where it went to zero, and then it spiked all the way up to like three times as many calls. And then it dropped to zero and then it spiked up again. And this happened three times over the course of an hour.”

“Why did this happen? Well, we didn’t know at first because the people who worked in the call center didn’t report anything was unusual. We only found this by looking at call logs later on. And it turns out that an engineer, who we spoke to had the answer, said that there was call tracking software that had crashed and rebooted three different times during that hour.”

“So, what had happened was that each one of those calls wasn’t being tracked for a certain period of time. And when the software came back on, it said, ‘Every active call, it starts right now.’ And so, it went zero, zero, a bunch of calls. And then it went zero, zero, a bunch of calls. What this tells us is that we do need to address a problem that didn’t seem to be a problem in the data because this system failed.”

“And even though it failed gracefully this time, it doesn’t mean it won’t fail catastrophically the next time. So, what we need to do is investigate why this happened and what we can do to mitigate this problem in the future.”

Pete Mockaitis
You know, it’s funny, I mean, in a way, call center volumes might be among the most boring things around. And yet, when you put it in this format, it’s like a mystery, like, “Ooh, what happened? Let’s find out. Let’s see. Oh.” And then, catastrophic, I mean, it could be, in terms of, “Who knows what that software is attached to and what that’s going to mean for people?”

So, I really appreciate that example in terms of night and day, with the first one being, “Hey, here’s some funky call numbers. How about that?” As opposed to the taking us through the step-by-step sequence narrative of, “Oh, we’ve got a mystery. Oh, and here’s what’s going on. And here’s the implication of that.”

Mike Cisneros
And moreover, “Who are you talking to? Who are you telling this story to?” If you’re telling the story to the person who’s in charge of customer service, then they’re going to care that there’s a chance that they’re going to have an outage for hours and hours, where their customers aren’t going to be able to get involved or able to get service at all. So, they’re going to want to do something about it.

So, you deliver this information in a way that’s going to mean something to them and motivate them to take action. Whereas, instead, if you just looked at the data and didn’t bother to talk to anybody else about it, you might say, “Well, this data is clearly wrong. I mean, I was in the call center.”

Pete Mockaitis
Yeah, just ignore it and move on.

Mike Cisneros
“Yeah, everything is fine. It was just a fluke. Like, just leave it out of the report. Just leave that day out of the weekly report. We’ll average the other days and it’ll be fine.”

Pete Mockaitis

That’s good. Thank you. Well, Mike, could you share with us the most common and destructive mistakes you see, and give us the better way?

Mike Cisneros
So, the common mistake I see is when people come to us and they learn how to improve their communications, how to clean up their graphs, use color differently, think about their audience, all of the things that we teach them to do. The most common mistake is folks try and change everything all at once, and try and do everything in every communication that they ever build. And that is counterproductive because you do not have time to do this.

All of the things that are going to improve communication, they do take time. Now, the more you do them, the more you get practiced at them, the less time they do take, but cleaning up a graph takes a little bit of time. So, if you’re just firing up something to send out to your colleagues really quickly, don’t bother making it look as pretty as you possibly can. But if you’re going to be presenting something to the C-suite, then, yes, absolutely.

Hopefully, you’ve practiced and done this a few times before so that when it comes time for that big high-stakes communication, you’re ready to do it. But you can’t spend all of your time doing this. I would just ask that people spend a little bit more time than they tend to doing these things, thinking about what your audience is going to see versus what you are used to seeing because people do this.

They spend almost all their time exploring their data, and then it comes time to share it with somebody else and they’ve run out of time because, like you said, it’s a mystery. We’re trying to figure out what happened. We are curious people. That’s natural. But you have to remember that that final thing that you share with somebody else is the only part of your work that anybody ever sees. So, it has to represent it as well and as persuasively as it possibly can. So, take a little bit of time to make it better, but you don’t always have to do everything every time.

And the consequential mistake, the most damaging thing that folks can do is, in their enthusiasm to change the way their organization communicates is to take away the things that other people are used to seeing because that is the best way to get things to not be adopted, “Hey, what happened to the weekly report I used to see? Why does it look different? I don’t like this because it’s different.”

It might be objectively better, but it is not familiar, and there’s a much higher hurdle to overcome that unfamiliarity than we think there is. So, when you’re trying to change, this is a change management thing, of course, is you want to make sure that you are trying out new techniques, maybe on lower-stakes things, with people who are already on board with the idea of doing something new, on projects that are one-offs rather than things that everybody in the organization is used to seeing.

Or, maybe just augment what you’re used to doing with new things rather than replacing what people have come to rely on. And I’ll be honest, most of the things that people have come to rely on, we don’t need. They’re just safety blankets. Do you need all of these tables of data in your weekly reports, in your monthly reports? Do people look at them?

No, they don’t. They just want to know that they can if it comes time to be questioned on them. So, that’s what I would say is make sure that you are being conscious of other people’s need to have what they are familiar with and adding new things rather than taking away what everybody is used to.

Pete Mockaitis
Well, now this, this reminds me again, I’m thinking about Bain times with the appendix. It’s like all the stuff is in the appendix. So, is that an appropriate tactical approach you like? Or, are there others in terms of, “I am giving you the familiar thing you’ve come to expect and I’m also doing it better”?

Mike Cisneros
I like an appendix. I like, “I can send you this data separately.” I like a, “We can talk about these details offline.” I’m also a huge proponent of having your actual presentation be shorter with a few backup slides ready to go, because I hate pre-answering everybody’s possible question. If you imagine you’re in a room with 20 people and somebody has a question, well, now you know that 5% of the people in the room have that question.

So, okay, fine. You can answer that question. If you have pre-answered it, 95% of the people didn’t care and they’re sitting through something they’re not interested in. But when somebody asks a question and you say, “Oh, we looked at that. I actually do have a slide I can address that with,” and you bring it up, it looks like a magic trick. And people assume that any question that gets asked, like you’re going to be Johnny-on-the-spot, ready to show them another slide.

And if you can’t, you just say, “We did look at that. I don’t have the slide with me, but I can talk with you about that after the fact.” And what happens is you get shorter, focused presentations, everybody’s happier, everybody thinks you’re a genius. And, honestly, it’s no different than what you would normally do. It’s, just, people aren’t bored. They’re excited, especially because the presentation is shorter and everybody likes that.

Pete Mockaitis
Yeah, you’re right. I like that a lot. It’s win-win. So, it’s shorter meetings if no one asks. And if they do ask you look even more awesome than if you just anticipated it in advance.

Mike Cisneros
Absolutely.

Pete Mockaitis
Okay. Well, I guess, I’d also love to get your take on where, so there’s your book, of course, but what are some top resources that you might recommend for where can we behold? Because, I think, many of us maybe have never seen a masterful data story ever presented in their life, unfortunately.

So, where might you point people to, where I can look at examples of, “Oh, okay, that’s an amazing data story. I think I get the memo and what Mike is talking about versus the stuff I’m seeing at work every day”?

Mike Cisneros
One of the places that I learned to hone my own skills in data visualization was, believe it or not, the software product Tableau has a public-facing aspect to it, where people can do data analysis on their own data. And for a while, and I think still to this very day, people create their own data stories using this ostensibly dashboarding tool, this BI tool.

But you can wrestle it into being able to tell, essentially, any kind of story you want to do if you put in the time and the effort and the creativity to do it. So that’s where I learned more about how to investigate things, how to present them to an audience in a way that is more narrative, more story-like, and that is Tableau Public is what it has always been called.

But as far as a professional organization, more in the data journalism space, the website called The Pudding is really good at this. And their URL is Pudding.cool. And they do an excellent job of investigating more not just pop culture but socially relevant stories that are data related.

And they have great narratives that they can deliver in this scrolling web format or interactive web format so you can see not just the story that they have curated for you but, oftentimes, you’re able to investigate and play with the data and see how does this relate to you specifically, and I’ve always been a fan of their work.

Pete Mockaitis
That’s cool. One of my favorite resources in terms of, I just found myself randomly looking at slide deck after slide deck, which doesn’t happen that often in terms of, “These are riveting and I want more,” it was the venture capital firm Andreessen Horowitz, and we’ll link all these in the show notes, their slide share.

They had all these decks in which they were, well, now they’re so old, I’m pulling it up right now. But the principles still apply in terms of we’ve got a headline, we’ve got a clear data, a picture that connects to that headline, and then we go, “Oh, okay.” And then one connects to the next, connects to the next. And I thought that was excellent. Do you know of any others in the business-y realm?

Mike Cisneros
The unfortunate answer is I don’t because I don’t think the organizations that do that, or that are focusing on that are putting a lot of them out. Like, you said, like you’re looking at maybe they’re like pitch decks for instance. And that’s just not my world. Like, I’m not really looking at that for pleasure anymore. So, my answer is I don’t. I don’t have a resource for you there.

Pete Mockaitis

Okie-dokie. Well, can you tell us any top things we should do or not do as we venture into this world of improving our data storytelling?

Mike Cisneros
One of the most important things you can do as a storyteller in all facets of storytelling is to practice. Every time you’re going to give a presentation and you’ve got your materials, maybe you’ve got them updated and cleaned up and optimized the way that you want to optimize them, don’t assume that, on the day you are going to know what you are going to say in front of an audience just because you have put the slides together for them.

You never want the first time you say the words you’re presenting to people to be in front of those people. So, taking that time to practice. And I believe that people are more comfortable practicing out loud than they used to be because we do a lot more talking to our computers and our webcams than we used to, you know, five, 10 years ago. But it still requires you to practice if you want to get comfortable at what you’re doing.

And this, I’m speaking to my fellow introverts out there. This is what makes you more comfortable is practicing. I don’t believe that being introverted means that you are shy and that you don’t want to speak in front of people. I believe it means you like to be in control of the situation. And what better way to be in control and confident in the situation than to practice it so that you have been there before.

So, practice what you’re going to say, think about it, think about it even without your slides because what if, “Uh-oh, the projector doesn’t work today,” and you have to give your presentation anyway. If you have practiced without your slides, you will be able to do that. And, by the way, that’s always a good idea, practicing without your slides. It forces you to remember what it is that’s going to come next.

It lets you free up part of your mind to actually look at your audience while you’re talking and get a sense of, “Are they tracking with you? Do they seem like they need you to speed up? Do they seem like they need you to slow down?” This is an excellent way to improve your data storytelling.

Pete Mockaitis
Okay. And I got to ask, what about AI?

Mike Cisneros
“What about AI?” It’s the question on everybody’s mind all of the time. I think we get caught up a lot on algorithms and on LLMs. You never want to forget that the point of what we’re doing is making people’s lives better. So, algorithms, LLMs, AI, that all is going to help us think through what needs to be said. But ultimately, what’s going to happen is a human being is going to have to convince another human being to do something.

I don’t think the best LLM in the world can make a peanut butter and jelly sandwich. Like, somebody still has to actually physically do the things that are going to take place in our physical world. And that’s what all of our decisions kind of boil down to is what’s going to happen in our world. And, nowadays, think about how we’re already starting to realize that there is a version of fingerprinting that you can do for, “Oh, this was written by an AI model.”

That’s the whole, “Oh, there’s a lot of em dashes in here. Did you write this?” Or, like the tone and the style is very much starting to be recognizable. You don’t want your work to be pointed out as, “Oh, that’s not yours. You just let the AI do that,” because you’re always going to be blamed or celebrated for whatever you show to people.

You’re not going to have the opportunity to say, “Oh, was I wrong? That was the tool. The tool did that.” You can still use the tools, but you also have to vet the tools, and then you have to bring in the other context that, let’s be honest, none of our tools are ever going to have all of the context we need to put together the most effective communication for another person that we need to. So, they’re good adjuncts, but they’re not replacements for what we need to do in order to communicate.

Pete Mockaitis
And to that point of them being good adjuncts, are there any best and worst practices you’ve seen with regard to their use when it comes to slides and presentations?

Mike Cisneros
I think they’re good now for helping you to think through different ways of saying what you want to say, or, “I have something I want to say, I need to say it more succinctly. Maybe show me different ways of visualizing this data set. Show this to me as a bar or a line or a dot plot or different ways.” And maybe that will help you to iterate more rapidly. And that’s always good.

It’s always good to do that kind of iteration in the early stages of your process. But at the end stages of your process, it honestly has to be you and your expertise and your confidence and your knowledge of your audience that makes those final decisions.

Pete Mockaitis

Okay, Mike, anything else you want to make sure to mention before we hear about some of your favorite things?

Mike Cisneros
One thing that I wanted to mention, following up with this, because it’s authenticity that I think people are going to value. I mean, they’re always valuing authenticity, but I think that’s going to become even more valuable in the future. And I was at a conference a few months ago where this topic came up, and the moderator was asking these people, it was literally on a panel about AI adoption, and they were asking them, “What makes you likely to trust a visualization or a report or a news story?”

And two out of the three people said, “If I’m familiar with the creator’s body of work, that’s what’s going to make me feel like I trust it.” And the other person said, “If I can see and verify the sources and methods used by the creator, that’s what makes me trust that work.” So, if people can tell that the work is not authentically 100% you, why are people going to trust the machine over you, the credible human?

So, that’s why, I think, we need to practice being compelling and meaningful and creating those engaging communications in that authentic manner to build up the credibility that is very hard to gain, but it is very easy to lose. And if you have that, then your voice and your reputation will end up being the most persuasive one in the room.

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

Mike Cisneros
So, I always liked this quote from Peter Shilton, who was a goalkeeper for the England National Team several years ago.

He said, “As a goalkeeper, you need to be good at organizing the people in front of you and motivating them. You need to be able to see what’s going on and react to the threats, just like a good manager in business.”

Pete Mockaitis

All right. And a favorite study or experimental or piece of research?

Mike Cisneros

There was a study from Michigan in 2008 that’s in the Psychological Science Journal, I believe, that says “If it’s hard to read, it’s hard to do.” So, always show things to people in a way that is easy for them to consume because, otherwise, they’ll think that whatever you’re asking them to do is going to be more difficult than it actually is.

Pete Mockaitis

And a favorite book?

Mike Cisneros
For business, my favorite book is Factfulness by Hans Rosling, which is about how things are actually not as terrible as folks would have you believe in the world. Fiction-wise, I really enjoyed Tomorrow, and Tomorrow, and Tomorrow by Gabrielle Zevin.

Pete Mockaitis

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

Mike Cisneros
My favorite tool, believe it or not, is my Bullet Journal. It is something that has helped me to stay organized, because we are always doing so many different things at once. It was the only way I could keep everything straight, and I still am a proponent of tactile physical ways of staying organized. I have a big whiteboard up on my wall in my home office. That is my calendar of ground truth, believe it or not, is my whiteboard on the wall.

Pete Mockaitis
Okay. And is there a key nugget you share that really connects and resonate with folks, you hear them quote it back to you often?

Mike Cisneros
“The goal isn’t to make your slides look better. It is to make them work better.”

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

Mike Cisneros
So, my co-authors and I, that’s Cole Nussbaumer Knaflic, who founded and wrote the original Storytelling with Data book, Alex Velez, we all work for the same company called Storytelling with Data, which is at StorytellingWithData.com. You can find Before and After, which is our new book, and all the other books there. If you want to find me, I am @mikevizneros. That’s Mike V-I-Z-N-E-R-O-S on all of the socials. Because in the data visualization world, using VIZ in your handle was the height of fashion in the mid-2000s.

Pete Mockaitis

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

Mike Cisneros

Well, aside from the obvious, which is that you should absolutely read Before and After, you had a guest on recently, Ruth Milligan, and it was a fabulous episode on speaking in public. So, my challenge to everybody is along those lines, which is to speak in public in a low-stakes way, in a professional way, whatever it is, especially if you are a self-proclaimed introvert, because this will get you more comfortable at communicating, which is going to be the key to unlocking more success and being more awesome in your job.

Pete Mockaitis
All right. Mike, thank you.

Mike Cisneros
Thank you. I appreciate it.